System and method for integrating a convertible security with a call spread

Number of patents in Portfolio can not be more than 2000

United States of America Patent

APP PUB NO 20090055302A1
SERIAL NO

10820876

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Abstract

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The present invention relates to a method and system for providing a financial instrument by integrating a convertible security with a call spread to form a financial instrument having the benefits of low coupons and tax efficiencies. The call spread includes a first call option that mirrors features of the convertible security and a second call option that has a higher strike price than that of the first call option.

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Patent Owner(s)

Patent OwnerAddress
CITIGROUP GLOBAL MARKETS INC388 GREENWICH STREET NEW YORK NY 10013 UNITED STATES OF AMERICA

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Breen, Daniel Water Mill , US 3 10
Hirsch, Herman New York , US 3 2

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