📈 USPTO Trademark Portfolio Report

One priced report that watches your whole trademark family for the two deadlines that cost clients marks: the 30-day opposition window and the §8/§9 maintenance-and-renewal clock. Feed in your portfolio's serial and/or registration numbers (up to 50) and get back a per-mark status plus a single rendered portfolio risk digest — built entirely from the public, logged-out USPTO Trademark Official Gazette.

For an IP-counsel or docketing team, one run is a per-portfolio risk sweep: a fraction of a single docketing-software seat, with no seat minimums, no annual contract, and no login to a paid database. Run it weekly against your family and you have a standing opposition/renewal early-warning line for the price of a report, not a platform.

Output is one portfolio_report row per result; billing is pay-per-event, the value event being one portfolio risk digest (a $0.05 start fee per run, then $15.00 per portfolio risk digest). Source: www.uspto.gov.

📊 Sample Output

Real rows from run 8Y1J2lUxwp5ffU17r on build 0.1.16 (2026-09-17), the same input as the Quick start below — every value is as the source published it (emails masked, long text shortened):

office	as_of_date	input_kind	registration_number	composite_id	status_basis
USPTO	2026-09-17
USPTO	2026-09-17	REGISTRATION	1078312	USPTO:RN1078312	no_recent_gazette_activity
USPTO	2026-09-17	REGISTRATION	1323343	USPTO:RN1323343	no_recent_gazette_activity

The run finished with the status message: PARTIAL: scanned 1 issue(s), 1 degraded

✅ What you get

One of three record types discriminated by record_type: portfolio_report (the rendered risk digest, charged once), mark_status (per-mark portfolio status), or source_receipt (never billed).

Each row is flat JSON with these fields (from the dataset schema and the sample run; a field the source does not publish for a given row is null):

• record_type (string) — e.g. portfolio_report
• office — e.g. USPTO
• run_id — e.g. 8Y1J2lUxwp5ffU17r
• as_of_date — e.g. 2026-09-17
• portfolio_size — e.g. 2
• marks_observed — e.g. 0
• issues_scanned — e.g. ["2026-09-15"]
• opposition_windows_open — e.g. 0
• maintenance_due_or_overdue — e.g. 0
• deadline_risk_ranking — null in every sample row
• kv_key — e.g. PORTFOLIO_REPORT
• report_markdown — e.g. # USPTO Trademark Portfolio Risk Digest - **As of:** 2026-09-17 - **Portfolio si
• source_url (string) — e.g. https://www.uspto.gov/learning-and-resources/official-gazette/trademark-official
• observed_at (string) — e.g. 2026-09-17T17:56:03Z
• input_kind — e.g. REGISTRATION
• serial_number — null in every sample row
• registration_number — e.g. 1078312
• composite_id — e.g. USPTO:RN1078312
• status_basis — e.g. no_recent_gazette_activity
• observed — e.g. False
• mark_text — null in every sample row
• owner_name — null in every sample row
• international_classes — null in every sample row
• latest_event_type — null in every sample row
• latest_issue_date — null in every sample row
• gazette_events — null in every sample row
• opposition — null in every sample row
• maintenance — null in every sample row
• risk_flags — null in every sample row
• nearest_deadline_days — null in every sample row

What you get

• portfolio_report — one rendered Markdown risk digest (also stored in the key-value store under PORTFOLIO_REPORT), leading with open opposition windows, then maintenance & renewal deadlines, a ranked deadline-risk table, and the quiet marks. This is the single charged deliverable.
• mark_status — one structured record per portfolio mark: observed Gazette events, computed opposition/maintenance deadlines with risk bands, risk flags, and the source issue/page each fact was read from. Never separately billed.
• source_receipt — always emitted, never billed: index/issue terminal state, canary result, pages parsed, byte/request counters.

Every run also writes a RUN_RECEIPT record to its key-value store with the source checks it made and the counts it charged — diagnostics never land in the paid dataset.

⚙️ Sample inputs

1. Quick start — the Store example (this is what the sample above came from)

{
  "registrationNumbers": [
    "1078312",
    "1323343"
  ],
  "maxPagesScanned": 1,
  "issuesToScan": 1
}

The sample run charged exactly: 2 × $0.05 apify-actor-start + 0 × $15.00 portfolio_report = $0.10 on the Free tier — snapshot preview rows are delivered unbilled; only the source check and the start fee were charged.

2. A smaller, narrowed run

{
  "registrationNumbers": [
    "1078312",
    "1323343"
  ],
  "maxPagesScanned": 1,
  "issuesToScan": 1
}

A bounded run for checking the field shape before scheduling.

3. A full-size run

{
  "registrationNumbers": [
    "1078312",
    "1323343"
  ],
  "maxPagesScanned": 1,
  "issuesToScan": 1
}

The same input run on a schedule; each run is billed only for what it delivers.

🧾 JSON sample record

One real record from run 8Y1J2lUxwp5ffU17r, exactly as it lands in the dataset (emails masked, long text shortened):

{
  "record_type": "portfolio_report",
  "schema_version": "1.0",
  "office": "USPTO",
  "run_id": "8Y1J2lUxwp5ffU17r",
  "as_of_date": "2026-09-17",
  "portfolio_size": 2,
  "marks_observed": 0,
  "issues_scanned": [
    "2026-09-15"
  ],
  "opposition_windows_open": 0,
  "maintenance_due_or_overdue": 0,
  "deadline_risk_ranking": [],
  "kv_key": "PORTFOLIO_REPORT",
  "report_markdown": "# USPTO Trademark Portfolio Risk Digest - **As of:** 2026-09-17 - **Portfolio size:** 2 mark(s) - **Marks with recent Gazette activity:** 0 - **Official Gazette issues scanned:** 2026-09-15 - **Source:** public logged-out USPTO Official Gaz",
  "source_url": "https://www.uspto.gov/learning-and-resources/official-gazette/trademark-official-gazette-tmog",
  "observed_at": "2026-09-17T17:56:03Z"
}

🔧 How it works

Source. The actor reads www.uspto.gov — endpoints: https://www.uspto.gov, https://www.uspto.gov/learning-and-resources/official-gazette/, https://www.uspto.gov/robots.txt. Public pages and feeds only; nothing behind a login.

Transport. Requests go through Apify residential proxy. robots.txt is read first and a disallowed path is never fetched.

Terminal states. A run ends NORMAL, CAPPED (your cap was reached), PARTIAL (something was withheld and the message says what), GENUINE_EMPTY (the source was read and truly had nothing in scope) or BLOCKED (the source refused or changed shape — the run FAILS loud and bills nothing). A zero-row run is never reported as a silent success.

Charging. Each portfolio risk digest is charged at the moment it is pushed (portfolio_report); a row that fails to charge is not delivered, so the dataset count always equals the charged count.

How deadlines are derived

• Opposition window — from a PUBLICATION_FOR_OPPOSITION event: deadline = publication + 30 days (15 U.S.C. §1063), flagged OPPOSITION_WINDOW_OPEN while open.
• Maintenance / renewal — from a printed registration date: §8 Declaration at year 6, combined §8&9 renewal at year 10 and every 10 years thereafter, each with a 6-month grace period. Risk bands: OVERDUE / IN_GRACE / DUE_SOON / UPCOMING / OK.

Honest limits

Public / logged-out Official Gazette only — not TSDR live status, not legal docketing, not comprehensive clearance, not legal advice. The Gazette is weekly and event-oriented — absence proves nothing: a mark not seen in the scanned issues is reported as no_recent_gazette_activity, and maintenance deadlines are computed only for marks whose registration or renewal was printed in a scanned issue. Deadline math is arithmetic on printed dates; confirm against the official record. TSDR/ODP APIs are excluded because they now require an account/API key. Deterministic, no LLM. Blocks and malformed issues fail loud (Actor.fail) — never a clean empty, and never a charge.

Compliance

Logged-out official USPTO PDFs only. No login, API key, CAPTCHA or paywall defeating; no licensed source or third-party mirror; robots honored. Identity is office + serial/registration number; official Gazette event codes only — legal outcomes are never inferred.

Run memory and the start fee

This Actor runs at 2048 MB (2 GB) of memory. Portfolio reports hold every mark in the portfolio plus its full status history in memory while the digest is rendered; measured peak is 1446 MB.

apify-actor-start is charged per gigabyte of run memory, with a minimum of one event, so a run of this Actor bills 2 start events — $0.10, not $0.05. That is the platform's metering rule, not a surcharge we add, and it is stated here so the listed price and the charged price are the same number.

Actors in this fleet that fit inside 1 GB are pinned to 1024 MB and bill a single start event. This one is not pinned lower because 1446 MB was measured on real runs — clamping it to 1 GB would trade an accurate bill for an out-of-memory failure.

What is not done. No login, no cookie or CAPTCHA bypass, no private or personal-account data, no browser automation.

⏰ Set it on a schedule

A single run is a snapshot. The value is the feed: open the actor in Apify Console → Schedules → Create new, add this actor with the input you want, and pick a cadence:

• Daily — 0 7 * * * (07:00 UTC): catch changes within a day.
• Weekly — 0 7 * * 1: a Monday digest.

Each run is independent; keep the same input on the schedule so the results stay comparable. Schedules can also POST results to a webhook (Console → Integrations).

💰 Pricing example

Event	Free	Bronze	Silver	Gold
Actor Start (apify-actor-start)	$0.05	$0.05	$0.05	$0.05
Portfolio risk digest (portfolio_report)	$15.00	$13.50	$12.00	$10.05

Worked at the live Free-tier price:

• 3 portfolio risk digests: $0.05 start + 3 × $15.00 = $45.05
• 25 portfolio risk digests: $0.05 start + 25 × $15.00 = $375.05
• 100 portfolio risk digests: $0.05 start + 100 × $15.00 = $1,500.05

A run that delivers zero rows charges the $0.05 start fee only. A BLOCKED run (source refused) fails loud and charges no value event. The start fee is charged once per GB of run memory; the default run memory is 2048 MB.

Yield on the sample run: PARTIAL: scanned 1 issue(s), 1 degraded.

⚖️ Legal & ToS

This actor reads public, logged-out pages and feeds published by www.uspto.gov. It collects only what the source publishes to any visitor, keeps to the source's robots rules (checked on every run), identifies itself, and does not access accounts, private data or anything behind authentication. Use the output in line with the source's terms and your local law; the intended use is B2B research and monitoring.

❓ FAQ

Q: Do I need an API key or a login?
A: No. The source (www.uspto.gov) is read logged-out; the input schema has no key field and the actor carries no secrets.

Q: Why did my run return 0 rows?
A: Read the run's status message. GENUINE_EMPTY means the source was read and had nothing in scope for your input; BLOCKED means the source refused and the run failed without billing a value event — retry later or narrow the input. A zero-row run bills the start fee only.

Q: How fresh is the data?
A: Every run reads the source live at run time; nothing is cached between runs. Put it on a schedule for a continuous feed.

Q: What formats can I export?
A: The dataset downloads as JSON, CSV, Excel, XML or RSS from the run's Dataset tab or the Apify API, and any run can push to a webhook or integration.

Q: How is this different from the other VC portfolio reports actors?
A: Same output shape and billing model; this one covers www.uspto.gov. The siblings under Related Actors cover the other sources or slices — run several on one schedule for a combined feed.

Q: Are there rate limits?
A: The actor paces itself against the source and honours its robots rules; there is no per-buyer limit beyond your Apify plan's concurrency.

🆘 Troubleshooting

• Run FAILED with BLOCKED → the source refused the request or changed its page shape → nothing was billed beyond the start fee; retry after a while, and if it persists open an Issue with the run id.
• Fewer rows than expected → the source had fewer items in scope → widen the input.
• Input validation error on start → a field is outside the schema's allowed values → start from the Quick start block and change one field at a time.
• Run TIMED-OUT → a very wide request on a slow day → raise the run timeout in Run options or narrow the input; what was delivered before the timeout is still in the dataset.

🔗 Related Actors

• General Atlantic Investments Report — Target Book — Filtered, normalized target book of General Atlantic's published investments, with coverage stated and a source link per company
• NEA Portfolio Report — Filtered VC Target Book — Filtered, normalized target book of New Enterprise Associates' portfolio, with coverage stated and a source link per company
• 🏢 About NexGenData — NexGen Watch is NexGenData's fleet of 256 public monitoring and lookup actors built on official sources, pay-per-result. Browse the catalog at apify.com/nexgenwatch.

⭐ Found this useful?

If this actor saved you a manual check, a quick review on the Apify Store helps other teams find it. Feature request or a source that changed? Open it from the Issues tab — every one is read.