Sample reports

Sample Trademark Portfolio Report

A client’s trademarks and their current status in one report, with dates and notes you type in, ready as a table, Excel, Word, or PDF.

Sample only. Every name, mark, number, and date on this page is fictional and is shown to illustrate the format. It is not a search or record for any real business.
Confidential

Trademark Portfolio Report

Client
Example Holdings Inc.
Preparer
Example Law Firm LLP (firm name and logo appear here)
Status as of
October 9, 2026
Marks
6 U.S. marks, loaded from serial numbers
MarkSerial no.Reg. no.StatusClassFiledRegisteredDate to watchNotes
HARBORLIGHT99-0001019,000,101Registered9, 42Mar 3, 2016Jan 10, 2017Renewal (§8 and §9) due Jan 10, 2027Client approved renewal in principle; confirm use on all goods.
PINEWISP99-0001029,000,102Registered3Jun 2, 2020Mar 9, 2021§8 declaration due Mar 9, 2027Specimen needed from client.
CEDAR & STONE (and design)99-000103—Office action issued35Apr 14, 2026—Response due Dec 14, 2026Likelihood-of-confusion refusal. Argument drafted; client call scheduled.
NORTHBEAM99-000104—Published for opposition9Feb 11, 2026—Opposition period ends Nov 5, 2026Watch for extension requests.
OAKLINE99-000105—Awaiting examination20Aug 20, 2026——No action needed yet.
BRIGHTLEAF99-000106—Abandoned30Nov 5, 2025——No response to office action. Client to decide on refiling.

Underlined entries are typed in by the preparer from the USPTO record; they are not calculated. Mark, numbers, status, class, and filing and registration dates come from the USPTO record. The downloaded Word and PDF versions are in landscape layout, and an Excel version is also available.

This is a report, not a docketing system.Deadlines and dates should be confirmed against the USPTO record and entered into your own docketing system.

Make one for your own client.

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