Trademarks & Brand Marks

QuarterCharts displays company logos, ticker symbols, company names, source-data wordmarks, and infrastructure-vendor brand marks on its pages. This page explains the legal basis for that use, lists the specific marks involved, and gives any trademark owner a single contact path for removal requests.

1. Nominative fair use — identification, not endorsement

QuarterCharts uses third-party trademarks under the nominative fair use doctrine. In the United States, this is codified at 15 U.S.C. § 1115(b)(4) (the “fair use” defence to trademark infringement) and reinforced by the Ninth Circuit's three-factor test in New Kids on the Block v. News America Publishing, Inc., 971 F.2d 302 (9th Cir. 1992):

1. The product or service in question is not readily identifiable without use of the trademark.
2. Only so much of the mark is used as is reasonably necessary to identify the product or service.
3. The use does not suggest sponsorship or endorsement by the trademark holder.

QuarterCharts satisfies all three factors. We use company names, ticker symbols, and minimal-resolution company logos solely to identify which public issuer's data is being visualized; we use no more of any mark than is necessary for that identification; and we make no claim of sponsorship, endorsement, or affiliation by the trademark holder. The same principle applies in the United Kingdom under the Trade Marks Act 1994, §11(2), and in Canada under the common-law referential-use defence and the Trademarks Act (RSC 1985, c T-13), §22 (depreciation of goodwill limited to confusing uses).

2. No license, no sponsorship, no endorsement

Nothing on QuarterCharts implies, claims, or constitutes:

• a trademark license from any issuer, regulator, vendor, or other rights-holder;
• a partnership, joint venture, agency, or affiliated-entity relationship with any issuer, regulator, or vendor;
• sponsorship of QuarterCharts by any displayed mark's owner; or
• endorsement by any displayed mark's owner of any specific visualization, metric, analysis, or commentary on the Service.

QuarterCharts is an independent, non-registered information service operated by TRUE WOOD LLC. We acquire and display brand marks through their public availability (issuer websites, regulatory filings, vendor brand-asset pages) and use them under the fair-use principles above.

3. Specific marks covered

3.1 SEC EDGAR (data-source wordmark)

SEC, EDGAR, EDGARLink, and EDGARLink Online are registered trademarks of the U.S. Securities and Exchange Commission. QuarterCharts references “EDGAR” only as plain text in source-attribution lines (e.g. “Data sourced from SEC EDGAR”) and does not display the EDGAR wordmark, the EDGAR logo, or any stylized SEC mark anywhere on the Service. QuarterCharts is not affiliated with the SEC.

3.2 SEDAR+ (data-source wordmark)

SEDAR+ is a trademark of the Canadian Securities Administrators (CSA) members. QuarterCharts references “SEDAR+” as plain text in source-attribution lines for Canadian issuer filings and does not display the SEDAR+ wordmark or logo. QuarterCharts is not affiliated with the CSA or any of its member regulators.

3.3 Companies House (UK data-source)

Companies House is part of His Majesty's Government. QuarterCharts references Companies House as a data source under the Open Government Licence v3.0 and displays the OGL v3.0 attribution where data sourced from Companies House appears.

3.4 Infrastructure vendors (Vercel, Railway, Cloudflare, Sentry, Neon)

Vercel, Railway, Cloudflare, Sentry, and Neon are trademarks of their respective companies. Their brand marks may appear on QuarterCharts's Status page (deployment / infrastructure health) and on engineering / API documentation pages, identifying the underlying platform components QuarterCharts uses. We use these marks under nominative fair use to identify the underlying service. No sponsorship, endorsement, or affiliation is claimed.

3.5 Per-ticker company logos and names

Company logos, ticker symbols, and company names of US-listed equities (and, when international scope rolls out, Canadian and UK-listed equities) appear on QuarterCharts pages alongside the issuer's public financial data. These are trademarks of their respective owners and are used solely to identify which issuer is being visualized on a given page. QuarterCharts sources these logos via its three-tier logo cascade (per-issuer self-hosted bundle → third-party logo providers operating under their own ToS → ticker-derived monogram fallback; implementation detail at web/public/company-logos/README.md).

Each rendered logo:

• Is not altered. No recolouring, no clipping, no overlay text, no composite design that could misrepresent the original mark.
• Is rendered at identification scale. Logos are displayed at sizes consistent with surrounding metric labels and chart titles; no oversized or stylized presentations.
• Is accompanied by the issuer's name in plain text. The accompanying ticker + company-name labels make the identification function explicit.

4. Removal-request procedure

If you are a trademark owner (or an authorised representative) and you wish to request the removal of your mark from QuarterCharts, send a notice to info@quartercharts.com with the following information:

1. The trademark in question (registered mark + registration number, where applicable; common-law mark + jurisdiction, otherwise).
2. The QuarterCharts URL(s) where the mark appears (a list of specific pages or a pattern, e.g. /charts/AAPL, /sankey/AAPL).
3. A clear statement that you are the trademark owner or are authorised to act on their behalf.
4. A statement of good-faith belief that the use is unauthorised by the trademark owner.
5. Your contact information (full name, mailing address, email, phone) for response correspondence.
6. Your physical or electronic signature.

QuarterCharts will acknowledge receipt within five (5) business days and substantively respond within thirty (30) business days. Where the request is well-founded, we will remove or replace the mark (typically with the ticker-derived monogram fallback or a plain-text identifier) within a reasonable timeframe.

QuarterCharts reserves the right to publish a brief, non-personally-identifying account of trademark-removal actions taken (e.g. “mark removed at owner's request, [date]”) for transparency, similar to industry standard Lumen Database practice for takedown notices.

5. DMCA-style takedown notices (United States, copyright)

If your concern is copyright rather than trademark — for example, an objection to QuarterCharts's reproduction of a copyrighted chart, logo design, or other creative work — please send a notice that meets the requirements of 17 U.S.C. § 512(c)(3) (the DMCA notice-and-takedown framework) to the same address (info@quartercharts.com). A valid DMCA notice must include:

1. A physical or electronic signature of the rights owner (or authorised representative).
2. Identification of the copyrighted work claimed to have been infringed.
3. Identification of the material claimed to be infringing and information sufficient to locate it on QuarterCharts (specific URL[s]).
4. Your contact information (address, phone, email).
5. A statement that you have a good-faith belief that use of the material is not authorised by the rights owner, its agent, or the law.
6. A statement, under penalty of perjury, that the information in the notice is accurate and that you are the rights owner (or authorised to act on their behalf).

QuarterCharts will respond to properly-formed DMCA notices within the timeline established by 17 U.S.C. § 512(c), including by removing the identified material and providing a counter-notice path to the original contributor where applicable.

6. Engineering-facing rules (contributor reference)

The engineering counterpart to this policy lives at web/public/company-logos/README.md and the per-country legal MDX at web/content/legal/{us,ca,fr-CA,gb}.mdx. Contributors adding new brand-mark display sites to the codebase should review both before merging.