Block, Inc.

Andrew Trafford

River Satya

Ryan Budd

Laurence Beal

A computer-implemented method, comprises providing, by a platform server configured to hold security assets on behalf of a plurality of user accounts, a plurality of user accounts hosted by the platform server, each of the plurality of user accounts holding shares of a common equity with associated shareholder voting rights. The platform server receives a request to send proxy voting rights, wherein the proxy voting rights indicate a desire of the first user to transfer a shareholder voting instruction to a second user. The platform server determines based on transaction history of one or more user accounts of the plurality of user accounts, one or more recommended proxy users for transferring the proxy voting rights. The platform server transmits to the application executing on the device associated with the first user, a request to select one of the recommended proxy users. Upon receiving a selected proxy user from the first user, the platform server provides the shareholder voting instruction to enable proxy voting by the selected proxy user on behalf of the first user.

Facilitating shareholder voting and associated proxy rights

An asset management platform including a payment server configured to process payments and hold security assets on behalf of a plurality of user accounts, each of the plurality of user accounts holding fractional shares of a common equity with associated shareholder voting rights. The asset management platform includes a mobile application executing on devices of users associated with the user accounts and provides a user interface to submit a shareholder vote associated with a voting instruction. The payment server receives the shareholder votes from each of user accounts and determines a first set of shareholder votes of whole share amounts and a second set of shareholder votes of fractional share amounts. The payment server identifies a group of fractional votes from the second set of votes and collates the group of fractional votes to create an aggregated fractional vote equal to one or more shareholder votes. The first set of shareholder votes and the aggregated fractional vote can then be submitted as shareholder votes for the group of user accounts.

Growing community of inventors

San Francisco, CA, United States of America

Andrew Trafford