Who owns the PORTFOLIO X-RAY trademark?

The PORTFOLIO X-RAY trademark is owned by Morningstar, Inc.

What class is the PORTFOLIO X-RAY trademark registered in?

The PORTFOLIO X-RAY trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for PORTFOLIO X-RAY?

The USPTO serial number for PORTFOLIO X-RAY is 76086693.

What is the registration number for PORTFOLIO X-RAY?

PORTFOLIO X-RAY is registered under USPTO registration number 2596971.

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Updated Oct 7, 2026·18 searches this week

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POR

USPTO Trademark Record

REGISTERED

PORTFOLIO X-RAY

SN 76086693·Reg 2596971·Filed Jul 11, 2000

Owner Morningstar, Inc

Financial, monetary and banking services; insurance services; real estate services.

PORTFOLIO X-RAY (Serial No. 76086693), Registration No. 2596971, is a registered US trademark filed on Jul 11, 2000 by Morningstar, Inc. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: July 23, 2032

Mark Intelligence

PORTFOLIO X-RAY (Reg. #2596971) is a registered US trademark that has been protecting its owner, Morningstar, Inc, since 2000. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Jul 11, 2000

SERIAL

76086693

REG#

2596971

REGISTERED

Jul 23, 2002

Filing Information

StatusREGISTERED

Filing DateJul 11, 2000

Serial Number76086693

Registration No.2596971

Registration DateJul 23, 2002

Status DateSep 23, 2022

Published for OppositionApr 30, 2002

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: May 01, 1997

First use in commerce: May 01, 1997

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

22 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Sep 23, 2022

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Sep 23, 2022

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

Sep 23, 2022

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Sep 23, 2022

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

TEAS SECTION 8 & 9 RECEIVED

Mar 30, 2022

TEAS SECTION 8 & 9 RECEIVED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jul 28, 2012

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Jul 28, 2012

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Jul 28, 2012

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED

Jul 28, 2012

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jul 18, 2012

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS SECTION 8 & 9 RECEIVED

Jul 18, 2012

TEAS SECTION 8 & 9 RECEIVED

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Oct 24, 2008

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

ASSIGNED TO PARALEGAL

Oct 22, 2008

ASSIGNED TO PARALEGAL

TEAS SECTION 8 & 15 RECEIVED

Oct 16, 2008

TEAS SECTION 8 & 15 RECEIVED

CASE FILE IN TICRS

Nov 01, 2007

CASE FILE IN TICRS

REGISTERED-PRINCIPAL REGISTER

Jul 23, 2002

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Apr 30, 2002

PUBLISHED FOR OPPOSITION

NOTICE OF PUBLICATION

Apr 10, 2002

NOTICE OF PUBLICATION

PREVIOUS ALLOWANCE COUNT WITHDRAWN

Feb 14, 2002

PREVIOUS ALLOWANCE COUNT WITHDRAWN

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 24, 2001

APPROVED FOR PUB - PRINCIPAL REGISTER

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 19, 2001

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION MAILED

Dec 22, 2000

NON-FINAL ACTION MAILED

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