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1. 发明申请

US20050010518A1 Method and system for transfer of employee stock options 审中-公开
标题翻译：员工股票期权转让方法和制度
公开(公告)号：US20050010518A1
公开(公告)日：2005-01-13
申请号：US10614137
申请日：2003-07-07
申请人： Allen Friedman , Stephen Gray , Benjamin Lopata , Stephen Roti , David Seaman
发明人： Allen Friedman , Stephen Gray , Benjamin Lopata , Stephen Roti , David Seaman
IPC分类号： G06Q40/00 , G06F17/60
CPC分类号： G06Q40/04
摘要： The terms for existing employee stock options are amended to allow transfer under certain conditions, and new employee stock options are issued that include provisions allowing transfer under certain conditions. Various techniques are used to hedge the options.
摘要翻译：修改现有员工股票期权条款，以允许在特定条件下进行转账，并发行新的员工股票期权，其中包括允许在特定条件下转让的条款。各种技术用于对冲选项。

2. 发明申请

US20050114242A1 Method and system for transfer of employee stock options 有权
标题翻译：员工股票期权转让方法和制度
公开(公告)号：US20050114242A1
公开(公告)日：2005-05-26
申请号：US10723264
申请日：2003-11-26
申请人： Stephen Gray , Stephen Roti , David Seaman
发明人： Stephen Gray , Stephen Roti , David Seaman
IPC分类号： G06Q40/00 , G06F17/60
CPC分类号： G06Q40/04 , G06Q40/00 , G06Q40/06
摘要： A plurality of option value prices are determined for employee stock options and provided to employees during a first part of a decision period. A stock price corresponding to a particular one of the plurality of option value prices is determined and provided to the employees during the second part of the decision period. A plurality of transfer periods for employee stock options are provided, with a plurality of decision periods during each transfer period. An option value determined by an option value pricing formula is provided during each decision period.
摘要翻译：确定多个期权价格价格为员工股票期权，并在决策期间的第一部分提供给雇员。在决定期间的第二部分期间，确定与多个期权价格价格中的特定一个相对应的股票，并向雇员提供。提供了员工股票期权的多个转移期，在每个转移期间具有多个决定期。在每个决策期间提供由期权价值定价公式确定的期权价值。

3. 发明授权

US07970682B2 Methods and systems for variable annuity risk management 有权
标题翻译：可变年金风险管理的方法和系统
公开(公告)号：US07970682B2
公开(公告)日：2011-06-28
申请号：US11443875
申请日：2006-05-30
申请人： Stephen Roti , Dmitry Noraev , Craig Sabal
发明人： Stephen Roti , Dmitry Noraev , Craig Sabal
IPC分类号： G06Q40/00
CPC分类号： G06Q40/08 , G06Q20/10 , G06Q20/40 , G06Q40/00 , G06Q40/04 , G06Q40/06
摘要： In one aspect the invention comprises systems and methods for providing hedging against loss of value of a block of variable annuity policies to be sold, between the signing and closing dates of the transaction. In one embodiment, a purchase price adjustment grid (or formula) is used to adjust the purchase price for the sale of variable annuities between signing and closing dates as a result of changes in market parameters over that time period. One aspect comprising the steps of: (a) storing data representing at least one equity amount table having a horizontal axis corresponding to a first variable and a vertical axis corresponding to a second variable; (b) receiving a first value of the first variable and a second value of the second variable; and (c) calculating a table amount based on a bilinear interpolation of quantities in the equity amount table.
摘要翻译：在一个方面，本发明包括在交易的签署和结束日期之间提供对冲以抵销将要出售的一组可变年金政策的价值的套期保值的系统和方法。在一个实施例中，购买价格调整网格（或公式）用于调整在签约和关闭日期之间出售可变年金的购买价格，这是由于该时间段上的市场参数的变化而导致的。一个方面包括以下步骤：（a）存储表示具有对应于第一变量的水平轴和对应于第二变量的垂直轴的至少一个权益量表的数据; （b）接收第一变量的第一值和第二变量的第二值; 和（c）基于权益金额表中的数量的双线性插值来计算表金额。

4. 发明申请

US20070136164A1 Methods and systems for variable annuity risk management 有权
标题翻译：可变年金风险管理的方法和系统
公开(公告)号：US20070136164A1
公开(公告)日：2007-06-14
申请号：US11443875
申请日：2006-05-30
申请人： Stephen Roti , Dmitry Noraev , Craig Sabal
发明人： Stephen Roti , Dmitry Noraev , Craig Sabal
IPC分类号： G06Q40/00
CPC分类号： G06Q40/08 , G06Q20/10 , G06Q20/40 , G06Q40/00 , G06Q40/04 , G06Q40/06
摘要： In one aspect the invention comprises systems and methods for providing hedging against loss of value of a block of variable annuity policies to be sold, between the signing and closing dates of the transaction. In one embodiment, a purchase price adjustment grid (or formula) is used to adjust the purchase price for the sale of variable annuities between signing and closing dates as a result of changes in market parameters over that time period. One aspect comprising the steps of: (a) storing data representing at least one equity amount table having a horizontal axis corresponding to a first variable and a vertical axis corresponding to a second variable; (b) receiving a first value of the first variable and a second value of the second variable; and (c) calculating a table amount based on a bilinear interpolation of quantities in the equity amount table.
摘要翻译：在一个方面，本发明包括在交易的签署和结束日期之间提供对冲以抵销将要出售的一组可变年金政策的价值的套期保值的系统和方法。在一个实施例中，购买价格调整网格（或公式）用于调整在签约和关闭日期之间出售可变年金的购买价格，这是由于该时间段上的市场参数的变化而导致的。一个方面包括以下步骤：（a）存储表示具有对应于第一变量的水平轴和对应于第二变量的垂直轴的至少一个权益量表的数据; （b）接收第一变量的第一值和第二变量的第二值; 和（c）基于权益金额表中的数量的双线性插值来计算表金额。

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