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Summary of public USPTO data
- Owner
- SODALI & CO GLOBAL LLC
- Status
- Live/Registered
- Serial number
- 98671905
- Registration number
- 8336709
- Filing date
- 2024-07-29
- Registration date
- 2026-07-07
- International classes
- 35, 36, 41, 42, 45
Goods and services
Class 35
- business management consulting and business administration services concerning proxy solicitation and shareholder meetings for public companies, membership organizations, special purpose acquisition companies and investment fund managers
- business analysis in the fields of investor engagement campaigns, shareholder voting power and proxy advisor influence
- business consultation in the nature of conducting business meetings for others in the field of financial certificates for cross-border and depository receipt transactions
- market trend analysis
- business consultation relating to activist investor meeting monitoring, preparation and defense for business and shareholder meetings
- business strategy development consulting services relating to shareholder proxies, shareholder engagement, and business advice to shareholder proxies
- corporate governance advisory services in the nature of business risk management related to investor activism
- providing business information in the nature of disclosing business data in the field of environmental sustainability and corporate governance
- business advice in the field of corporate board evaluation and effectiveness
- business consultation, advice and research in the field of corporate governance, business strategy implementation, and business policy
- business consultation and analysis in the field of environmental, social, and governance (ESG) action plans
- providing business intelligence services in the fields of environmental, social, and governance (ESG)
- disaster recovery services, namely, business planning and business continuity consulting
- corporate communications advisory services, namely, business advice related to corporate communications strategy, business reputation management, environmental sustainability and environmental, social, and governance (ESG) communications
- corporate communications advisory services, namely, business advice related to corporate communications strategy and business reputation management pertaining to legal action and litigation
- brand concept and brand development services for corporate clients
- business communications consultation, namely, providing business advice relating to mergers, acquisitions, spin-offs and business dispositions
- public policy consultancy services related to political activism
- media relations and analysis services
- public affairs and campaigns communications advisory services, namely, conducting political engagement and public advocacy campaigns for others
- media relations advice in the field of governmental and regulatory affairs
- business consultation in the nature of market and consumer engagement analysis
- business acquisition and merger consultation for friendly, contested and hostile transactions
- business consultation in the field of shareholder vote solicitation and business intermediary services relating to shareholder proxy voting
- consulting services in the field of business organization assessment and corporate governance strategy
Class 36
- financial advice, namely, providing capital investment analysis and stock surveillance for others
- financial consultation relating to shareholder, bondholder and investor financial profiles
- providing financial advice relating to capital optimization and business restructuring
- financial services, namely, raising debt and equity capital for others for initial public offerings
- financial consultation in the nature of stock analysis for others
- financial research in the field of investor and stakeholder perception and industry perception studies
- financial research relating to identification of bondholders for financial transaction assessment
- financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities
- debt restructuring services for others
Class 41
- educational services, namely, conducting seminars, workshops and classes in the field of business organization assessment and corporate governance strategies
- business education and training services, namely, providing leadership training and coaching services to corporate board members and directors
Class 42
- greenhouse gas emission measuring and analysis for environmental, social, and governance (ESG) purposes
- technical consultancy in the field of environmental science for environmental, social, and governance (ESG) purposes
- graphic design services in the field of annual and environmental sustainability reports, corporate and investor presentations, and audiovisual designs in the field of brand identity
- website design services
Class 45
- advice and consultancy on environmental regulatory matters for environmental, social, and governance (ESG) purposes and preparation of legal reports in connection therewith
- Regulatory compliance consulting in the field of environmental, social, and corporate governance (ESG) and sustainability
- legal and regulatory compliance auditing
- legal services in the field of environmental, social, and governance (ESG) cases