Lifeline Legacy Holdings, LLC v. Ozy Media et al
Plaintiff: Lifeline Legacy Holdings, LLC
Defendant: Ozy Media, Inc., Samir Rao, Ozy Media and Carlos Watson
Case Number: 5:2021cv07751
Filed: October 4, 2021
Court: US District Court for the Northern District of California
Presiding Judge: Virginia K DeMarchi
Referring Judge: Beth Labson Freeman
Nature of Suit: Securities/Commodities
Cause of Action: 12 U.S.C. § 22 Securities Fraud
Jury Demanded By: Plaintiff
Docket Report

This docket was last retrieved on November 21, 2022. A more recent docket listing may be available from PACER.

Date Filed Document Text
November 21, 2022 Opinion or Order Filing 82 Transcript of Proceedings held on 11/03/2022, before Judge Beth Labson Freeman. Court Reporter/Transcriber Summer Fisher, telephone number summer_fisher@cand.uscourts.gov. Per General Order No. 59 and Judicial Conference policy, this transcript may be viewed only at the Clerk's Office public terminal or may be purchased through the Court Reporter/Transcriber until the deadline for the Release of Transcript Restriction. After that date it may be obtained through PACER. Any Notice of Intent to Request Redaction, if required, is due no later than 5 business days from date of this filing. (Re #80 Transcript Order ) Redaction Request due 12/12/2022. Redacted Transcript Deadline set for 12/22/2022. Release of Transcript Restriction set for 2/21/2023. (Related documents(s) #80 ) (Fisher, Summer) (Filed on 11/21/2022)
November 7, 2022 Opinion or Order Filing 81 NOTICE of Voluntary Dismissal of Second Amended Complaint without Prejudice Pursuant to FRCP 41(a)(1)(A)(i) by Lifeline Legacy Holdings, LLC (Petersen, Christopher) (Filed on 11/7/2022) Modified on 11/7/2022 (kkp, COURT STAFF).
November 4, 2022 Opinion or Order Filing 80 TRANSCRIPT ORDER for proceedings held on 11/3/2022 before Judge Beth Labson Freeman by Ozy Media, for Court Reporter Summer Fisher. (Halpin, Stephen) (Filed on 11/4/2022)
November 3, 2022 Opinion or Order Filing 79 Minute Entry for proceedings held before Judge Beth Labson Freeman: Motion Hearing held on 11/3/2022 re #68 MOTION to Dismiss the Second Amended Complaint filed by Ozy Media, #72 MOTION to Dismiss THE SECOND AMENDED COMPLAINT PURSUANT TO FRCP 12(b)(6); MEMORANDUM OF POINTS AND AUTHORITIES filed by Samir Rao. Total Time in Court: 1:17. Court Reporter: Summer Fisher. Plaintiff Attorney: Christopher Petersen. Defendant Attorney: Alexander Shapiro, August Gugelmann, Hartely West, Stephan Halpin, William Edelman. (This is a text-only entry generated by the court. There is no document associated with this entry.) (tsh, COURT STAFF) (Date Filed: 11/3/2022)
October 27, 2022 Opinion or Order Filing 78 CLERK'S NOTICE CONVERTING MOTION HEARING TO ZOOM WEBINAR HEARING and NOTICE OF REQUIRED REGISTRATION. Motion Hearing as to #68 MOTION to Dismiss the Second Amended Complaint, #72 MOTION to Dismiss THE SECOND AMENDED COMPLAINT PURSUANT TO FRCP 12(b)(6); MEMORANDUM OF POINTS AND AUTHORITIES set for 11/03/2022 09:00 AM before Judge Beth Labson Freeman will be held via a Zoom webinar.Webinar Access: All counsel, members of the public, and media may access the webinar information at #https://www.cand.uscourts.gov/blf Court Appearances: Advanced notice is required of counsel or parties who wish to be identified by the court as making an appearance or will be participating in the argument at the hearing. A list of names and emails must be sent to the CRD at blfcrd@cand.uscourts.gov no later than 11/01/2022, at 12:00 PM PST.General Order 58. Persons granted access to court proceedings held by telephone or videoconference are reminded that photographing, recording, and rebroadcasting of court proceedings, including screenshots or other visual copying of a hearing, is absolutely prohibited.Zoom Guidance and Setup: #https://www.cand.uscourts.gov/zoom/ (This is a text-only entry generated by the court. There is no document associated with this entry.) (tsh, COURT STAFF) (Filed on 10/27/2022)
August 25, 2022 Opinion or Order Filing 77 REPLY in Support of (re #72 MOTION to Dismiss the Second Amended Complaint Pursuant to FRCP 12(B)(6); Memorandum of Points and Authorities) filed by Samir Rao. (Gugelmann, August) (Filed on 8/25/2022) Modified on 8/26/2022 (kkp, COURT STAFF).
August 18, 2022 Opinion or Order Filing 76 OPPOSITION/RESPONSE (re #72 MOTION to Dismiss THE SECOND AMENDED COMPLAINT PURSUANT TO FRCP 12(b)(6); MEMORANDUM OF POINTS AND AUTHORITIES) filed by Lifeline Legacy Holdings, LLC. (Bordo, Gregory) (Filed on 8/18/2022) Modified on 8/19/2022 (kkp, COURT STAFF).
August 17, 2022 Opinion or Order Filing 75 Joinder re #74 Reply to Opposition/Response in Ozy Media, Inc.'s Reply in Support of Its Motion to Dismiss the Second Amended Complaint by Carlos Watson. (West, Hartley) (Filed on 8/17/2022)
August 17, 2022 Opinion or Order Filing 74 REPLY (re #68 MOTION to Dismiss the Second Amended Complaint ) filed byOzy Media. (Edelman, William) (Filed on 8/17/2022)
August 10, 2022 Opinion or Order Filing 73 OPPOSITION/RESPONSE (re #68 MOTION to Dismiss the Second Amended Complaint) filed by Lifeline Legacy Holdings, LLC. (Bordo, Gregory) (Filed on 8/10/2022) Modified on 8/11/2022 (kkp, COURT STAFF).
August 4, 2022 Opinion or Order Filing 72 MOTION to Dismiss THE SECOND AMENDED COMPLAINT PURSUANT TO FRCP 12(b)(6); MEMORANDUM OF POINTS AND AUTHORITIES filed by Samir Rao. Motion Hearing set for 11/3/2022 09:00 AM before Judge Beth Labson Freeman. Responses due by 8/18/2022. Replies due by 8/25/2022. (Swanson, Edward) (Filed on 8/4/2022)
July 28, 2022 Opinion or Order Filing 71 ORDER STRIKING #70 DEFENDANT RAO'S MOTION TO DISMISS. Signed by Judge Beth Labson Freeman on 7/28/2022. (blflc1, COURT STAFF) (Filed on 7/28/2022)
July 27, 2022 Opinion or Order Filing 70 ***STRICKEN FROM THE RECORD PER #71 ORDER. RE-FILED AT DOCKET #72 *** First MOTION to Dismiss the Second Amended Complaint and Joinder in Ozy Media's Motion to Dismiss filed by Samir Rao. Motion Hearing set for 11/3/2022 09:00 AM in San Jose, Courtroom 3, 5th Floor before Judge Beth Labson Freeman. Responses due by 8/10/2022. Replies due by 8/17/2022. (Swanson, Edward) (Filed on 7/27/2022) Modified on 10/25/2022 (kkp, COURT STAFF).
July 27, 2022 Opinion or Order Filing 69 Joinder re #68 MOTION to Dismiss the Second Amended Complaint by Carlos Watson. (West, Hartley) (Filed on 7/27/2022)
July 27, 2022 Opinion or Order Filing 68 MOTION to Dismiss the Second Amended Complaint filed by Ozy Media. Motion Hearing set for 11/3/2022 09:00 AM in San Jose, Courtroom 3, 5th Floor before Judge Beth Labson Freeman. Responses due by 8/10/2022. Replies due by 8/17/2022. (Attachments: #1 Proposed Order)(Edelman, William) (Filed on 7/27/2022)
July 18, 2022 Opinion or Order Filing 67 ORDER GRANTING #66 MOTION TO REMOVE INCORRECTLY FILED DOCUMENTS. Signed by Judge Beth Labson Freeman on 7/18/2022. (blflc1, COURT STAFF) (Filed on 7/18/2022)
July 15, 2022 Opinion or Order Filing 66 ADMINISTRATIVE MOTION Order to remove incorrectly filed documents ECF Nos. 63 and 65 filed by Ozy Media, Carlos Watson. Responses due by 7/19/2022. (Attachments: #1 Declaration, #2 Proposed Order)(Hogan Long, Emily) (Filed on 7/15/2022)
July 8, 2022 Opinion or Order Filing 65 ***DOCUMENT REMOVED PER ORDER AT DOCKET #67 *** ORDER GRANTING 63 APPLICATION FOR ADMISSION OF ATTORNEY PRO HAC VICE (re attorney Emily Hogan Long). Signed by Judge Beth Labson Freeman on 7/8/2022. (blflc1, COURT STAFF) (Filed on 7/8/2022) Modified on 7/19/2022 (kkp, COURT STAFF).
July 8, 2022 Opinion or Order Filing 64 STIPULATION AND ORDER REGARDING EXTENSION OF TIME TO RESPOND TO SECOND AMENDED COMPLAINT (granting #62 ). Response due 7/27/2022. Signed by Judge Beth Labson Freeman on 7/8/2022. (blflc1, COURT STAFF) (Filed on 7/8/2022)
July 8, 2022 Opinion or Order Filing 63 ***DOCUMENT REMOVED PER ORDER AT DOCKET #67 *** MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 317, receipt number ACANDC-17336312.) filed by Ozy Media, Carlos Watson. (Hogan Long, Emily) (Filed on 7/8/2022) Modified on 7/19/2022 (kkp, COURT STAFF).
July 8, 2022 Opinion or Order Filing 62 STIPULATION WITH PROPOSED ORDER Regarding Extension of Time to Respond to Second Amended Complaint filed by Ozy Media, Carlos Watson, Samir Rao and Lifeline Legacy Holdings LLC. (Edelman, William) (Filed on 7/8/2022) Modified on 7/11/2022 (kkp, COURT STAFF).
June 29, 2022 Opinion or Order Filing 61 Second Amended Complaint (with jury demand) against All Defendants. Filed by Lifeline Legacy Holdings, LLC. (Attachments: #1 Exhibit Exhibit 1, #2 Exhibit Exhibit 2)(Bordo, Gregory) (Filed on 6/29/2022) Modified on 6/30/2022 (cjl, COURT STAFF).
June 14, 2022 Opinion or Order Filing 60 ORDER CONTINUING INITIAL CASE MANAGEMENT CONFERENCE FROM JULY 14, 2022 AT 11:00 AM TO JANUARY 12, 2023 AT 11:00 AM. Case Management Statement due by 1/5/2023. Initial Case Management Conference set for 1/12/2023 11:00 AM in San Jose, Videoconference Only. Signed by Judge Beth Labson Freeman on 6/14/2022. (blflc1, COURT STAFF) (Filed on 6/14/2022)
June 13, 2022 Opinion or Order Filing 59 ORDER GRANTING #31 MOTION TO DISMISS FIRST AMENDED COMPLAINT WITH LEAVE TO AMEND IN PART AND WITHOUT LEAVE TO AMEND IN PART. Amended Pleading due by 7/29/2022. Signed by Judge Beth Labson Freeman on 6/13/2022. (blflc1, COURT STAFF) (Filed on 6/13/2022)
May 13, 2022 Opinion or Order Filing 58 TRANSCRIPT ORDER for proceedings held on May 4, 2022 before Judge Beth Labson Freeman for Court Reporter Summer Fisher. (sp, COURT STAFF) (Filed on 5/13/2022)
May 10, 2022 Opinion or Order Filing 57 TRANSCRIPT ORDER for proceedings held on 5/4/2022 before Judge Beth Labson Freeman for Court Reporter Summer Fisher. (sp, COURT STAFF) (Filed on 5/10/2022)
May 5, 2022 Opinion or Order Filing 55 Transcript of Proceedings held on 05/04/2022, before Judge Beth Labson Freeman. Court Reporter/Transcriber Summer Fisher, telephone number summer_fisher@cand.uscourts.gov. Per General Order No. 59 and Judicial Conference policy, this transcript may be viewed only at the Clerk's Office public terminal or may be purchased through the Court Reporter/Transcriber until the deadline for the Release of Transcript Restriction. After that date it may be obtained through PACER. Any Notice of Intent to Request Redaction, if required, is due no later than 5 business days from date of this filing. (Re #53 Transcript Order ) Redaction Request due 5/26/2022. Redacted Transcript Deadline set for 6/6/2022. Release of Transcript Restriction set for 8/3/2022. (Related documents(s) #53 ) (Fisher, Summer) (Filed on 5/5/2022)
May 4, 2022 Opinion or Order Filing 56 Minute Entry for proceedings held before Judge Beth Labson Freeman: Motion Hearing held on 5/4/2022 re #31 MOTION to Dismiss the First Amended Complaint filed by Ozy Media. Total Time in Court: 9:00 - 9:27. Court Reporter: Summer Fisher. Plaintiff Attorney: Christopher Petersen. Defendant Attorney: August Gugelmann, Alexander Shapiro, Hartley West, William Edelman, Stephen Halpin. (This is a text-only entry generated by the court. There is no document associated with this entry.) (tsh, COURT STAFF) (Date Filed: 5/4/2022)
May 4, 2022 Opinion or Order Filing 54 TRANSCRIPT ORDER for proceedings held on 5/4/2022 before Judge Beth Labson Freeman by Ozy Media, for Court Reporter Summer Fisher. (Halpin, Stephen) (Filed on 5/4/2022)
May 4, 2022 Opinion or Order Filing 53 TRANSCRIPT ORDER for proceedings held on May 4, 2022 before Judge Beth Labson Freeman by Lifeline Legacy Holdings, LLC, for Court Reporter Summer Fisher. (Petersen, Christopher) (Filed on 5/4/2022)
April 28, 2022 Opinion or Order Filing 52 ORDER GRANTING #50 APPLICATION FOR ADMISSION OF ATTORNEY PRO HAC VICE. Signed by Judge Beth Labson Freeman on 4/28/2022. (blflc1, COURT STAFF) (Filed on 4/28/2022)
April 28, 2022 Opinion or Order Filing 51 CLERKS NOTICE CONVERTING MOTION HEARING TO ZOOM WEBINAR HEARING and NOTICE OF REQUIRED REGISTRATION. Motion Hearing as to #31 MOTION to Dismiss the First Amended Complaint set for 5/04/2022 09:00 AM before Judge Beth Labson Freeman will be held via a Zoom webinar.Webinar Access: All counsel, members of the public, and media may access the webinar information at #https://www.cand.uscourts.gov/blf Court Appearances: Advanced notice is required of counsel or parties who wish to be identified by the court as making an appearance or will be participating in the argument at the hearing. A list of names and emails must be sent to the CRD at blfcrd@cand.uscourts.gov no later than May 2, 2022 at 2:00 PM PST.General Order 58. Persons granted access to court proceedings held by telephone or videoconference are reminded that photographing, recording, and rebroadcasting of court proceedings, including screenshots or other visual copying of a hearing, is absolutely prohibited.Zoom Guidance and Setup: #https://www.cand.uscourts.gov/zoom/ (This is a text-only entry generated by the court. There is no document associated with this entry.) (tsh, COURT STAFF) (Filed on 4/28/2022)
April 26, 2022 Opinion or Order Filing 50 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 317, receipt number ACANDC-17118486.) filed by Ozy Media. (Attachments: #1 NY Cert Good Standing)(Shapiro, Alexander) (Filed on 4/26/2022)
April 25, 2022 Opinion or Order Filing 49 ORDER GRANTING #48 APPLICATION FOR ADMISSION OF ATTORNEY PRO HAC VICE (re attorney Stephen R. Halpin III). Signed by Judge Beth Labson Freeman on 4/25/2022. (blflc1, COURT STAFF) (Filed on 4/25/2022)
April 25, 2022 Opinion or Order Filing 48 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 317, receipt number ACANDC-17116201.) filed by Ozy Media. (Attachments: #1 DC Cert - Halpin)(Halpin, Stephen) (Filed on 4/25/2022)
April 15, 2022 Opinion or Order Filing 47 ORDER RESETTING MOTON HEARING FROM MAY 5, 2022 AT 9:00 A.M.TO MAY 4, 2022 AT 9:00 A.M. (re #31 motion to dismiss). Motion Hearing set for 5/4/2022 09:00 AM in San Jose, Videoconference Only, before Judge Beth Labson Freeman. Signed by Judge Beth Labson Freeman on 4/15/2022. (blflc1, COURT STAFF) (Filed on 4/15/2022)
February 22, 2022 Opinion or Order Filing 46 STIPULATION AND ORDER REGARDING CASE MANAGEMENT CONFERENCE (granting #40 ). Case Management Statement due by 7/7/2022. Initial Case Management Conference set for 7/14/2022 11:00 AM in San Jose, Courtroom 1, 5th Floor. Signed by Judge Beth Labson Freeman on 2/22/2022. (blflc1, COURT STAFF) (Filed on 2/22/2022)
February 17, 2022 Opinion or Order Filing 45 ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options (Gugelmann, August) (Filed on 2/17/2022)
February 17, 2022 Opinion or Order Filing 44 ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options (West, Hartley) (Filed on 2/17/2022)
February 17, 2022 Opinion or Order Filing 43 ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options (Petersen, Christopher) (Filed on 2/17/2022)
February 17, 2022 Opinion or Order Filing 42 ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options on behalf of OZY Media, Inc. (Edelman, William) (Filed on 2/17/2022)
February 14, 2022 Opinion or Order Filing 41 ADR Clerks Notice re: Non-Compliance with Court Order. The parties have failed to file an ADR Certification as required by the Initial Case Management Scheduling Order. Counsel shall comply promptly with the requirements of ADR L.R. 3-5(b) and shall file the ADR Certification. (This is a text-only entry generated by the court. There is no document associated with this entry.)(cmf, COURT STAFF) (Filed on 2/14/2022)
February 12, 2022 Opinion or Order Filing 40 STIPULATION WITH PROPOSED ORDER Regarding Case Management Conference filed by Ozy Media, Lifeline Legacy Holdings, LLC, Samir Rao, Carlos Watson. (Edelman, William) (Filed on 2/12/2022) Modified on 2/14/2022 (cjl, COURT STAFF).
January 28, 2022 Opinion or Order Filing 39 Joinder re #38 Reply to Opposition/Response in OZY Media, Inc.'s Reply in Support of Its Motion to Dismiss The First Amended Complaint by Carlos Watson. (West, Hartley) (Filed on 1/28/2022)
January 28, 2022 Opinion or Order Filing 38 REPLY (re #31 MOTION to Dismiss the First Amended Complaint ) filed byOzy Media. (Edelman, William) (Filed on 1/28/2022)
January 21, 2022 Opinion or Order Filing 37 OPPOSITION/RESPONSE (re #31 MOTION to Dismiss the First Amended Complaint ) filed byLifeline Legacy Holdings, LLC. (Bordo, Gregory) (Filed on 1/21/2022)
January 7, 2022 Opinion or Order Filing 36 Joinder re #31 MOTION to Dismiss the First Amended Complaint by Carlos Watson. (Attachments: #1 Proposed Order [Proposed] Order Granting Carlos Watson's Joinder in Defendant Ozy Media Inc.'s Motion to Dismiss the First Amended Complaint)(West, Hartley) (Filed on 1/7/2022)
January 7, 2022 Opinion or Order Filing 35 Joinder re #31 MOTION to Dismiss the First Amended Complaint by Samir Rao. (Gugelmann, August) (Filed on 1/7/2022)
January 7, 2022 Opinion or Order Filing 34 Certificate of Interested Entities by Samir Rao (Gugelmann, August) (Filed on 1/7/2022)
January 7, 2022 Opinion or Order Filing 33 Declaration of William J. Edelman in Support of #31 MOTION to Dismiss the First Amended Complaint filed byOzy Media. (Attachments: #1 Exhibit A, #2 Exhibit B, #3 Exhibit C)(Related document(s) #31 ) (Edelman, William) (Filed on 1/7/2022)
January 7, 2022 Opinion or Order Filing 32 Request for Judicial Notice re #31 MOTION to Dismiss the First Amended Complaint filed byOzy Media. (Related document(s) #31 ) (Edelman, William) (Filed on 1/7/2022)
January 7, 2022 Opinion or Order Filing 31 MOTION to Dismiss the First Amended Complaint filed by Ozy Media. Motion Hearing set for 5/5/2022 09:00 AM in San Jose, Courtroom 3, 5th Floor before Judge Beth Labson Freeman. Responses due by 1/21/2022. Replies due by 1/28/2022. (Attachments: #1 Proposed Order)(Edelman, William) (Filed on 1/7/2022)
January 7, 2022 Opinion or Order Filing 30 Corporate Disclosure Statement by Ozy Media (Edelman, William) (Filed on 1/7/2022)
January 7, 2022 Opinion or Order Filing 29 Certificate of Interested Entities by Ozy Media identifying Other Affiliate Alan Bersin, Other Affiliate Ian Thomas, Other Affiliate Kevin Williamson, Other Affiliate Alex Rodriguez, Other Affiliate Albert Lee, Other Affiliate John Barber, Other Affiliate Daniel L. Rosensweig, Other Affiliate John Miller, Other Affiliate Joon Oh, Other Affiliate Marc Jones, Other Affiliate Michael Carter, Other Affiliate Steve Kim, Other Affiliate Axel Springer Digital Ventures GMBH, Other Affiliate Sutter Rock Capital Corp., Other Affiliate Dan Klores Communications, LLC, Other Affiliate Samir Rao, Other Affiliate Lifeline Legacy Holdings LLC, Other Affiliate Carlos Watson, Other Affiliate Marc Lasry, Other Affiliate Abacus Software Limited, Other Affiliate Al Nahda Investment LLC, Other Affiliate Antara Capital, Other Affiliate Atinum Partners Co., Ltd, Other Affiliate Kelvin Beachum, Other Affiliate Eric Becker, Other Affiliate Broader Media Holdings, LLC, Other Affiliate Brooksland Partners (BCS Medtech LLC), Other Affiliate Richard Campbell-Breeden, Other Affiliate Rosemarie Carbone, Other Affiliate David Denzel Ventures, LLC, Other Affiliate Deborah H. Quazzo, Trustee of the Deborah H. Quazzo Trust, Other Affiliate Sanjan Dhody, Other Affiliate DLB Telecom Trust, Other Affiliate Iain Drayton, Other Affiliate Michael Dubilier, Other Affiliate Elfman Family Trust, Other Affiliate Explora Ventures, Other Affiliate Andrew Fitzmaurice, Other Affiliate Thomas Franco, Other Affiliate Don Gogel, Other Affiliate Bruce Goldman, Other Affiliate Anant Gupta, Other Affiliate Guttersen Family Trust, Other Affiliate R. Christopher Hoehn-Saric, Other Affiliate Interlock Ventures Partner Fund I, LP, Other Affiliate Inversiones Mohor Ltd, Other Affiliate Ali Iz, Other Affiliate Jeffrey Perelman Revocable Trust, Other Affiliate Kosmo Kalliarekos, Other Affiliate Shruti Khare, Other Affiliate Lance A. White Revocable Trust DTD 9/8/2004, Other Affiliate George C. Lee, Other Affiliate Gregg Lemkau, Other Affiliate LionTree Partners LLC, Other Affiliate Martin Tate Dubilier Accumulation Trust, Other Affiliate Michael Millette, Other Affiliate Monowise, Other Affiliate Aviv Nevo, Other Affiliate Lorena O'Neil, Other Affiliate Richard Ossoff, Other Affiliate Sam Parnell, Other Affiliate Kelly Pelletiere, Other Affiliate Pola-Karr Family Trust Agreement Dated April 7, 2003, Other Affiliate Roberto Quarta, Other Affiliate Venkat Rao, Other Affiliate Rashid Living Trust, Other Affiliate Riley Conchrane Dubilier Accumulation Trust, Other Affiliate Louise Rogers, Other Affiliate Damian Rouson, Other Affiliate Selden Road, LLC, Other Affiliate William Snellings, Other Affiliate Ryan Sobeck, Other Affiliate Gene Sykes, Other Affiliate Steven Taslitz, Other Affiliate Mike Thaxton, Other Affiliate Thomson Equity Group, Other Affiliate Leslie dela Vega, Other Affiliate Venture Souq Capital SPC, Other Affiliate Kim Walsh, Other Affiliate Anthony L Wanger, Other Affiliate Western Tech, Other Affiliate Woodland IV Trust, Other Affiliate WS Investment Company (2015A), Other Affiliate WS Investment Company, LLC (2012A), Other Affiliate WS Investment Company, LLC (2013A), Other Affiliate Robert Lynch for Ozy Media. (Edelman, William) (Filed on 1/7/2022)
November 12, 2021 Opinion or Order Filing 28 CERTIFICATE OF SERVICE by Lifeline Legacy Holdings, LLC re #18 Amended Complaint, #20 Summons Issued re Samir Rao (Bordo, Gregory) (Filed on 11/12/2021)
November 12, 2021 Opinion or Order Filing 27 CERTIFICATE OF SERVICE by Lifeline Legacy Holdings, LLC re #18 Amended Complaint, #20 Summons Issued re; Ozy Media (Bordo, Gregory) (Filed on 11/12/2021)
November 9, 2021 Opinion or Order Filing 26 NOTICE of Appearance by August P. Gugelmann for Samir Rao (Gugelmann, August) (Filed on 11/9/2021)
November 9, 2021 Opinion or Order Filing 25 NOTICE of Appearance by Edward W. Swanson for Samir Rao (Swanson, Edward) (Filed on 11/9/2021)
November 9, 2021 Opinion or Order Filing 24 NOTICE of Appearance by Hartley M.K. West for Defendant Carlos Watson (West, Hartley) (Filed on 11/9/2021)
November 9, 2021 Opinion or Order Filing 23 STIPULATION to Extend Time to Respond to the Complaint filed by Ozy Media, Lifeline Legacy Holdings, LLC, Samir Rao, Carlos Watson. (Edelman, William) (Filed on 11/9/2021) Modified on 11/9/2021 (cjl, COURT STAFF).
November 9, 2021 Opinion or Order Filing 22 NOTICE of Appearance by William J Edelman for Defendant OZY Media (Edelman, William) (Filed on 11/9/2021)
October 27, 2021 Opinion or Order Filing 21 CLERK'S NOTICE RESETTING CASE MANAGEMENT CONFERENCE AFTER REASSIGNMENT. Case Management Statement due by 2/24/2022. Initial Case Management Conference set for 3/3/2022 11:00 AM in San Jose, Courtroom 3, 5th Floor. (This is a text-only entry generated by the court. There is no document associated with this entry.) (tsh, COURT STAFF) (Filed on 10/27/2021)
October 27, 2021 Opinion or Order Filing 20 Summons Issued as to Ozy Media, Samir Rao, Carlos Watson. (cjl, COURT STAFF) (Filed on 10/27/2021)
October 26, 2021 Opinion or Order Filing 19 Proposed Summons. (Bordo, Gregory) (Filed on 10/26/2021)
October 26, 2021 Opinion or Order Filing 18 FIRST AMENDED COMPLAINT (with jury demand) against Ozy Media, Samir Rao, Carlos Watson. Filed by Lifeline Legacy Holdings, LLC. (Bordo, Gregory) (Filed on 10/26/2021) Modified on 10/27/2021 (cjl, COURT STAFF).
October 25, 2021 Opinion or Order Filing 17 ORDER REASSIGNING CASE. Case reassigned using a proportionate, random, and blind system pursuant to General Order No. 44 to Judge Beth Labson Freeman for all further proceedings. Magistrate Judge Virginia K. DeMarchi assigned for Discovery purposes only. Notice: The assigned judge participates in the Cameras in the Courtroom Pilot Project. See General Order No. 65 and http://cand.uscourts.gov/cameras. Signed by clerk on 10/25/2021. (Attachments: #1 Notice of Eligibility for Video Recording)(sfb, COURT STAFF) (Filed on 10/25/2021)
October 22, 2021 Opinion or Order Filing 16 CLERK'S NOTICE OF IMPENDING REASSIGNMENT TO A U.S. DISTRICT COURT JUDGE: The Clerk of this Court will now randomly reassign this case to a District Judge because either (1) a party has not consented to the jurisdiction of a Magistrate Judge, or (2) time is of the essence in deciding a pending judicial action for which the necessary consents to Magistrate Judge jurisdiction have not been secured. You will be informed by separate notice of the district judge to whom this case is reassigned. ALL HEARING DATES PRESENTLY SCHEDULED BEFORE THE CURRENT MAGISTRATE JUDGE ARE VACATED AND SHOULD BE RE-NOTICED FOR HEARING BEFORE THE JUDGE TO WHOM THIS CASE IS REASSIGNED. This is a text only docket entry; there is no document associated with this notice. (pmcS, COURT STAFF) (Filed on 10/22/2021)
October 22, 2021 Opinion or Order Filing 15 CONSENT/DECLINATION to Proceed Before a US Magistrate Judge by Lifeline Legacy Holdings, LLC.. (Petersen, Christopher) (Filed on 10/22/2021)
October 20, 2021 Opinion or Order Filing 14 CLERK'S NOTICE Re: Consent or Declination: Plaintiffs/Defendants shall file a consent or declination to proceed before a magistrate judge. Note that any party is free to withhold consent to proceed before a magistrate judge without adverse substantive consequences. The forms are available at: http://cand.uscourts.gov/civilforms. Consent/Declination due by 11/3/2021. (This is a text-only entry generated by the court. There is no document associated with this entry.) (pmcS, COURT STAFF) (Filed on 10/20/2021)
October 11, 2021 Opinion or Order Filing 13 CERTIFICATE OF SERVICE by Lifeline Legacy Holdings, LLC re #5 Notice of Appearance, #6 Notice of Appearance, #11 Summons Issued, #3 Civil Cover Sheet, #8 Certificate of Interested Entities, #9 Initial Case Management Scheduling Order with ADR Deadlines, #1 Complaint, #7 Certificate of Interested Entities (Bordo, Gregory) (Filed on 10/11/2021)
October 11, 2021 Opinion or Order Filing 12 CERTIFICATE OF SERVICE by Lifeline Legacy Holdings, LLC re #5 Notice of Appearance, #6 Notice of Appearance, 4 Case Assigned by Intake,,, #11 Summons Issued, #8 Certificate of Interested Entities, #9 Initial Case Management Scheduling Order with ADR Deadlines, #1 Complaint, #7 Certificate of Interested Entities (Bordo, Gregory) (Filed on 10/11/2021)
October 6, 2021 Opinion or Order Filing 11 Summons Issued as to Ozy Media, Samir Rao. (cjlS, COURT STAFF) (Filed on 10/6/2021)
October 5, 2021 Opinion or Order Filing 10 Proposed Summons. (Bordo, Gregory) (Filed on 10/5/2021)
October 5, 2021 Opinion or Order Filing 9 Initial Case Management Scheduling Order with ADR Deadlines: Case Management Statement due by 12/28/2021. Initial Case Management Conference set for 1/4/2022 01:30 PM in San Jose, Courtroom 2, 5th Floor. (cjlS, COURT STAFF) (Filed on 10/5/2021)
October 5, 2021 Opinion or Order Filing 8 Certificate of Interested Entities by Lifeline Legacy Holdings, LLC identifying Other Affiliate Life Line Family Heritage Fund I, L.P., Other Affiliate LifeLine Legacy Holdings LLC for Lifeline Legacy Holdings, LLC. (Bordo, Gregory) (Filed on 10/5/2021)
October 5, 2021 Opinion or Order Filing 7 Rule 7.1 Disclosures by Lifeline Legacy Holdings, LLC (Bordo, Gregory) (Filed on 10/5/2021)
October 5, 2021 Opinion or Order Filing 6 NOTICE of Appearance by Gregory Mark Bordo for Plaintiff Lifeline Legacy Holdings LLC (Bordo, Gregory) (Filed on 10/5/2021)
October 5, 2021 Opinion or Order Filing 5 NOTICE of Appearance by Christopher Jens Petersen (Petersen, Christopher) (Filed on 10/5/2021)
October 5, 2021 Opinion or Order Filing 4 Case assigned to Magistrate Judge Virginia K. DeMarchi. Counsel for plaintiff or the removing party is responsible for serving the Complaint or Notice of Removal, Summons and the assigned judge's standing orders and all other new case documents upon the opposing parties. For information, visit E-Filing A New Civil Case at http://cand.uscourts.gov/ecf/caseopening.Standing orders can be downloaded from the court's web page at www.cand.uscourts.gov/judges. Upon receipt, the summons will be issued and returned electronically. Counsel is required to send chambers a copy of the initiating documents pursuant to L.R. 5-1(e)(7). A scheduling order will be sent by Notice of Electronic Filing (NEF) within two business days. Consent/Declination due by 10/19/2021. (anjS, COURT STAFF) (Filed on 10/5/2021)
October 5, 2021 Opinion or Order #Electronic filing error. Summons is incomplete. [err201] This filing will not be processed by the clerks office. Please re-file in its entirety. Re: #2 Proposed Summons filed by Lifeline Legacy Holdings, LLC. (cjlS, COURT STAFF) (Filed on 10/5/2021)
October 4, 2021 Opinion or Order Filing 3 Civil Cover Sheet by Lifeline Legacy Holdings, LLC . (Haring, Craig) (Filed on 10/4/2021)
October 4, 2021 Opinion or Order Filing 2 Proposed Summons. (Haring, Craig) (Filed on 10/4/2021)
October 4, 2021 Opinion or Order Filing 1 COMPLAINT (with jury demand) (no process) against All Defendants (Filing fee $ 402, receipt number 0971-16462119). Filed by Lifeline Legacy Holdings, LLC. (Haring, Craig) (Filed on 10/4/2021) Modified on 10/5/2021 (cjlS, COURT STAFF).

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Search for this case: Lifeline Legacy Holdings, LLC v. Ozy Media et al
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Plaintiff: Lifeline Legacy Holdings, LLC
Represented By: Craig Nelson Haring
Represented By: Gregory Mark Bordo
Represented By: Christopher Jens Petersen
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Defendant: Ozy Media, Inc.
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Defendant: Samir Rao
Represented By: August P. Gugelmann
Represented By: Edward W. Swanson
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Defendant: Ozy Media
Represented By: William J Edelman
Represented By: Alexander Shapiro
Represented By: Emily Hogan Long
Represented By: Stephen Robert Halpin, III
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Defendant: Carlos Watson
Represented By: Hartley M.K. West
Represented By: Emily Hogan Long
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