Wesch v. Yodlee, Inc. et al
Plaintiff: Deborah Wesch, Darius Clark, Ryan Hamre, Jenny Szeto, Kyla Rollier, Greg Hertik, John H. Cottrell, David Lumb, William B. Cottrell and Daisy Hodson
Defendant: Envestnet, Inc. and Yodlee, Inc.
Case Number: 3:2020cv05991
Filed: August 25, 2020
Court: US District Court for the Northern District of California
Presiding Judge: Sallie Kim
Nature of Suit: Other Statutory Actions
Cause of Action: 28 U.S.C. § 1331 Fed. Question
Jury Demanded By: Plaintiff
RSS RSS Track this Docket
Docket Report

This docket was last retrieved on November 28, 2023. A more recent docket listing may be available from PACER.

Date Filed Document Text
April 28, 2022 Opinion or Order Filing 172 ORDER CONTINUING CASE MANAGEMENT CONFERENCE AND CASE SCHEDULE. Case Management Statement due by 8/1/2022. Further Case Management Conference reset for 8/8/2022 09:30 AM in San Francisco - To be determined. Motion Hearing set for 8/8/2022 09:30 AM in San Francisco - To be determined before Magistrate Judge Sallie Kim. Signed by Magistrate Judge Sallie Kim on 4/28/2022. (mkl, COURT STAFF) (Filed on 4/28/2022)
April 27, 2022 Filing 171 STIPULATION WITH PROPOSED ORDER ON BRIEFING SCHEDULE FOR YODLEE, INC.S MOTION FOR SUMMARY JUDGMENT filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch and Yodlee, Inc. (Sheanin, Aaron) (Filed on 4/27/2022) Modified on 4/28/2022 (kkp, COURT STAFF).
April 27, 2022 CLERKS NOTICE SETTING ZOOM HEARING. Further Case Management Conference set for 5/2/2022 01:30 PM in San Francisco - Videoconference Only. This proceeding 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/sk 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.) (mkl, COURT STAFF) (Filed on 4/27/2022)
April 25, 2022 Filing 170 Joint Status Report filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch and Yodlee, Inc. (Sheanin, Aaron) (Filed on 4/25/2022) Modified on 4/26/2022 (kkp, COURT STAFF).
April 18, 2022 Opinion or Order Filing 169 ORDER by Magistrate Judge Sallie Kim granting #167 Stipulation of Voluntary Dismissal of Plaintiff Ryan Hamre. (mkl, COURT STAFF) (Filed on 4/18/2022)
April 18, 2022 Opinion or Order Filing 168 ORDER by Magistrate Judge Sallie Kim granting #166 Stipulation of Voluntary Dismissal of Plaintiff Daisy Hodson. (mkl, COURT STAFF) (Filed on 4/18/2022)
April 12, 2022 Filing 167 STIPULATION WITH PROPOSED ORDER Stipulation of Voluntary Dismissal of Plaintiff Ryan Hamre filed by Ryan Hamre. (Sheanin, Aaron) (Filed on 4/12/2022)
April 12, 2022 Filing 166 STIPULATION WITH PROPOSED ORDER Stipulation of Voluntary Dismissal of Plaintiff Daisy Hodson filed by Daisy Hodson. (Sheanin, Aaron) (Filed on 4/12/2022)
April 4, 2022 Opinion or Order Filing 165 ORDER by Magistrate Judge Sallie Kim granting #162 Motion for Pro Hac Vice as to Andrew Leff. (mkl, COURT STAFF) (Filed on 4/4/2022)
April 4, 2022 Opinion or Order Filing 164 **Filed in error. Wrong document attached. Refer to docket number #165 .** ORDER by Magistrate Judge Sallie Kim granting #162 Motion for Pro Hac Vice as to Andrew Leff. (mkl, COURT STAFF) (Filed on 4/4/2022) Modified on 4/4/2022 (mkl, COURT STAFF).
April 1, 2022 Filing 163 NOTICE by Yodlee, Inc. Notice of Withdrawal of Counsel (Delgado, Matthew) (Filed on 4/1/2022)
April 1, 2022 Filing 162 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 317, receipt number ACANDC-17049684.) filed by Yodlee, Inc.. (Leff, Andrew) (Filed on 4/1/2022)
March 24, 2022 Filing 161 Transcript of Proceedings held on 03/21/2022, before Judge Magistrate Judge Sallie Kim. Court Reporter/Transcriber Peggy Schuerger/Ad Hoc Reporting, telephone number (619) 228-3774/adhocreporting@aol.com. 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 #159 Transcript Order ) Redaction Request due 4/14/2022. Redacted Transcript Deadline set for 4/25/2022. Release of Transcript Restriction set for 6/22/2022. (Related documents(s) #159 ) (Schuerger, Peggy) (Filed on 3/24/2022)
March 24, 2022 Filing 160 TRANSCRIPT ORDER for proceedings held on 3/21/2022 before Magistrate Judge Sallie Kim by Yodlee, Inc., for Court Reporter FTR - San Francisco. (Delgado, Matthew) (Filed on 3/24/2022)
March 24, 2022 Filing 159 TRANSCRIPT ORDER for proceedings held on 3/21/2022 before Magistrate Judge Sallie Kim by Deborah Wesch, for Court Reporter FTR - San Francisco. (Rochelson, David) (Filed on 3/24/2022)
March 21, 2022 Filing 158 Minute Entry for proceedings held by Zoom before Magistrate Judge Sallie Kim: Further Case Management Conference held on 3/21/2022. The Court sets another case management conference for a date closer to when it is anticipated that Defendant will be done producing documents related to PayPal. At the CMC, the Court will revisit setting a schedule on Defendant's pending motion for summary judgment. If Plaintiff feels there are still documents needed that have not been produced, that issue may be raised with the Court at that time. The Court clarifies the order issued on 3/4/2022 that plaintiff may provide Defendant with eight search terms. Further Case Management Conference set for 5/2/2022 01:30 PM in San Francisco - Videoconference Only. Updated Case Management Statement due by 4/25/2022. Digital Recording Time: 1:30-1:38. Attorneys for Plaintiff: Aaron Sheanin; David Rochelson; Amanda Fiorella. Attorneys for Defendant: Eric Bosset; Andrew Vaden. (This is a text-only entry generated by the court. There is no document associated with this entry.) (mkl, COURT STAFF) (Date Filed: 3/21/2022) Modified on 3/24/2022: Matter transcribed by Peggy Schuerger (AdHoc Reporting). (rjd, COURT STAFF).
March 17, 2022 Opinion or Order Filing 157 ORDER by Magistrate Judge Sallie Kim granting #155 Motion for Pro Hac Vice as to Tara Summerville. (mkl, COURT STAFF) (Filed on 3/17/2022)
March 16, 2022 Filing 156 NOTICE by Yodlee, Inc. Notice of Withdrawal of Counsel (Delgado, Matthew) (Filed on 3/16/2022)
March 16, 2022 Filing 155 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 317, receipt number ACANDC-16997781.) filed by Envestnet, Inc., Yodlee, Inc.. (Summerville, Tara) (Filed on 3/16/2022)
March 14, 2022 Filing 154 JOINT STATUS REPORT by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch and Yodlee, Inc.. (Sheanin, Aaron) (Filed on 3/14/2022) Modified on 3/15/2022 (jml, COURT STAFF).
March 4, 2022 Opinion or Order Filing 153 ORDER by Magistrate Judge Sallie Kim Regarding #152 Discovery Letter Brief. (mkl, COURT STAFF) (Filed on 3/4/2022)
February 25, 2022 Filing 152 Joint Discovery Letter Brief filed by Yodlee, Inc. and plaintiffs. (Attachments: #1 Declaration of Andrew Vaden, #2 Exhibit A)(Frankel, Simon) (Filed on 2/25/2022) Modified on 2/28/2022 (jml, COURT STAFF).
February 17, 2022 Filing 151 Transcript of Proceedings held on 02/14/22, before Judge Magistrate Judge Sallie Kim. Court Reporter/Transcriber Echo Reporting, Inc., telephone number echoreporting@yahoo.com. Tape Number: FTR 1:41 - 1:56. 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 #149 Transcript Order ) Redaction Request due 3/10/2022. Redacted Transcript Deadline set for 3/21/2022. Release of Transcript Restriction set for 5/18/2022. (Related documents(s) #149 ) (Jauregui, Tara) (Filed on 2/17/2022)
February 15, 2022 Filing 150 TRANSCRIPT ORDER for proceedings held on 2/14/2022 before Magistrate Judge Sallie Kim by Deborah Wesch, for Court Reporter FTR - San Francisco. (Rochelson, David) (Filed on 2/15/2022)
February 14, 2022 Filing 149 TRANSCRIPT ORDER for proceedings held on 02/14/2022 before Magistrate Judge Sallie Kim by Yodlee, Inc., for Court Reporter FTR - San Francisco. (Delgado, Matthew) (Filed on 2/14/2022)
February 14, 2022 Filing 148 Minute Entry for proceedings held by Zoom before Magistrate Judge Sallie Kim: Further Case Management Conference held on 2/14/2022. The Court will not impose a briefing schedule for Defendant's summary judgment motion at this time because of the discovery that is still outstanding. Case Management Statement due by 3/14/2022 to update the Court on the status of discovery. Further Case Management Conference set for 3/21/2022 01:30 PM in San Francisco - Videoconference Only. This proceeding 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/skGeneral 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/. Zoom Recording Time: 1:41-1:56. Attorney for Plaintiffs: Aaron Sheanin; Christian Levis. Attorney for Defendants: Eric Bosset; Andrew Vaden. (This is a text-only entry generated by the court. There is no document associated with this entry.) (mkl, COURT STAFF) (Date Filed: 2/14/2022) Modified on 2/14/2022 (mkl, COURT STAFF). Modified on 2/15/2022: Matter transcribed by Tara (Bauer) Jauregui (ECHO Reporting). (rjd, COURT STAFF).
February 8, 2022 Opinion or Order Filing 147 STIPULATION AND ORDER REGARDING PRODUCTION OF ELECTRONICALLY STORED INFORMATION DOCUMENTS Re: #138 Order. Signed by Magistrate Judge Sallie Kim on 2/8/2022. (mkl, COURT STAFF) (Filed on 2/8/2022)
February 7, 2022 Filing 146 JOINT CASE MANAGEMENT STATEMENT filed by Yodlee, Inc., Deborah Wesch, Darius Clark, John H. Cottrell, William B. Cottrell, Greg Hertik, David Lumb, Kyla Rollier, and Jenny Szeto. (Frankel, Simon) (Filed on 2/7/2022) Modified on 2/8/2022 (jml, COURT STAFF).
January 28, 2022 Filing 144 NOTICE of Appearance by Matthew Erik Delgado (Delgado, Matthew) (Filed on 1/28/2022)
January 5, 2022 Filing 143 AMENDED ANSWER to and Affirmative Defenses to the Second Amended Complaint #58 Amended Complaint, byYodlee, Inc.. (Frankel, Simon) (Filed on 1/5/2022)
December 24, 2021 Filing 145 Transcript of Proceedings held on 12/06/2021, before Magistrate Judge Sallie Kim. Court Reporter/Transcriber Joan Marie Columbini, CSR, RPR, telephone number (510) 367-3043, joan.columbini.csr@gmail.com. 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 #142 Transcript Order, #141 Transcript Order ). Release of Transcript Restriction set for 3/24/2022. (rjd, COURT STAFF) (Filed on 12/24/2021)
December 8, 2021 Filing 142 TRANSCRIPT ORDER for proceedings held on 12/06/2021 before Magistrate Judge Sallie Kim by Deborah Wesch, for Court Reporter FTR - San Francisco. (Rochelson, David) (Filed on 12/8/2021)
December 8, 2021 Filing 141 TRANSCRIPT ORDER for proceedings held on 12/6/2021 before Magistrate Judge Sallie Kim by Yodlee, Inc., for Court Reporter FTR - San Francisco. (Zhang, Jenna) (Filed on 12/8/2021)
December 8, 2021 Opinion or Order Filing 140 ORDER VACATING HEARING. Signed by Magistrate Judge Sallie Kim on 12/8/2021. (mkl, COURT STAFF) (Filed on 12/8/2021)
December 6, 2021 Opinion or Order Filing 139 ORDER Regarding #134 Discovery Letter Brief and #135 Discovery Letter Brief by Magistrate Judge Sallie Kim. (mkl, COURT STAFF) (Filed on 12/6/2021)
December 6, 2021 Opinion or Order Filing 138 ORDER Re: #128 Joint Letter Brief re ESI Protocol. Signed by Magistrate Judge Sallie Kim on 12/6/2021. (mkl, COURT STAFF) (Filed on 12/6/2021)
December 6, 2021 Opinion or Order Filing 137 ORDER by Magistrate Judge Sallie Kim granting #114 MOTION to Strike #99 Answer to Amended Complaint . (mkl, COURT STAFF) (Filed on 12/6/2021)
December 6, 2021 Filing 136 Minute Entry for proceedings held by Zoom before Magistrate Judge Sallie Kim: Further Case Management Conference held on 12/6/2021. Motion Hearing held on 12/6/2021 re #114 MOTION to Strike #99 Answer to Amended Complaint and #128 Joint Letter Brief re ESI Protocol. The matter is taken under submission and a written order will issue. The Court will also resolve the recently filed discovery letter briefs (docket nos. #134 and #135 . The currently deadline for Plaintiff's opposition to Defendant's motion for summary judgment is suspended and the Court will hold a further case management conference in 60 days. Case Management Statement due by 2/7/2022. Further Case Management Conference set for 2/14/2022 01:30 PM in San Francisco - Videoconference Only. This proceeding 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/sk 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/. Zoom Recording Time: 9:32-9:49. Plaintiff Attorney: Aaron Sheanin, Dave Rochelson, Christian Levis, and Amanda Fiorilla. Defendant Attorney: Andrew Vaden and Eric Bosset. (This is a text-only entry generated by the court. There is no document associated with this entry.) (mkl, COURT STAFF) (Date Filed: 12/6/2021) Modified on 12/8/2021: Matter transcribed by Joan Columbini. (rjd, COURT STAFF).
December 3, 2021 Filing 135 Joint Discovery Letter Brief re: search terms and custodians filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch and Yodlee, Inc.. (Levis, Christian) (Filed on 12/3/2021) Modified on 12/6/2021 (jml, COURT STAFF).
December 3, 2021 Filing 134 Joint Discovery Letter Brief re: time period and scope filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch and Yodlee, Inc.. (Levis, Christian) (Filed on 12/3/2021) Modified on 12/6/2021 (jml, COURT STAFF).
November 23, 2021 Filing 133 JOINT CASE MANAGEMENT STATEMENT filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch and Yodlee, Inc.. (Sheanin, Aaron) (Filed on 11/23/2021) Modified on 11/24/2021 (jml, COURT STAFF).
November 22, 2021 Filing 132 CLERK'S NOTICE CONTINUING CASE MANAGEMENT CONFERENCE AND SETTING HEARING BY ZOOM: The Further Case Management Conference set for 11/29/2021 is continued to 12/6/2021 09:30 AM in San Francisco - Videoconference Only to be held with the hearing on the #114 MOTION to Strike. Case Management Statement due by 11/29/2021. These proceedings 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/sk General Order 58. Persons granted access to court proceedings held by telephone or videoconference are reminded that photographing, recordin g, and rebroadcasting of court proceedings, including screenshots or other visual copying of a hearing, is absolutely prohibited.Zoom Guidance and Setup: #https://www.cand.usc ourts.gov/zoom/. (This is a text-only entry generated by the court. There is no document associated with this entry.) (mkl, COURT STAFF) (Filed on 11/22/2021)
November 18, 2021 Filing 131 CLERKS NOTICE SETTING ZOOM HEARING. Further Case Management Conference currently set for 11/29/2021 01:30 PM in San Francisco - Videoconference Only. This proceeding 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/sk General Order 58. Persons granted access to court proceedings held by t elephone 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.) (mkl, COURT STAFF) (Filed on 11/18/202 1)
November 18, 2021 Filing 130 NOTICE of Withdrawal of Counsel (Patrick R. Carey) by Yodlee, Inc. (Zhang, Jenna) (Filed on 11/18/2021) Modified on 11/18/2021 (jml, COURT STAFF).
November 17, 2021 CASE REFERRED to Private ADR. See docket number #102 . (mkl, COURT STAFF) (Filed on 11/17/2021)
November 10, 2021 Filing 129 REPLY (re #114 MOTION to Strike #99 Answer to Amended Complaint ) filed byDarius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Levis, Christian) (Filed on 11/10/2021)
November 8, 2021 Filing 128 Joint Letter Brief re ESI Protocol filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch, Yodlee, Inc. (Attachments: #1 Exhibit A - Plaintiffs Proposal, #2 Exhibit B - Yodlees Proposal, #3 Exhibit C - Redline comparing Plaintiffs Proposal to Yodlees Proposal (Plaintiffs Proposal is the original))(Sheanin, Aaron) (Filed on 11/8/2021) Modified on 11/9/2021 (cjl, COURT STAFF).
November 3, 2021 Filing 127 OPPOSITION/RESPONSE to Plaintiffs' Motion to Strike Affirmative Defenses (re #114 MOTION to Strike #99 Answer to Amended Complaint ) filed by Yodlee, Inc.. (Frankel, Simon) (Filed on 11/3/2021) Modified on 11/4/2021 (jml, COURT STAFF).
November 3, 2021 Filing 126 Transcript of Proceedings held on October 25, 2021, before Judge Sallie Kim. Court Reporter/Transcriber Joan Marie Columbini, CSR, RPR, telephone number (510) 367-3043, joan.columbini.csr@gmail.com. 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 #124 Transcript Order, #123 Transcript Order ) Redaction Request due 11/24/2021. Redacted Transcript Deadline set for 12/6/2021. Release of Transcript Restriction set for 2/1/2022. (Related documents(s) #124 , #123 ) (Columbini, Joan) (Filed on 11/3/2021)
October 28, 2021 Opinion or Order Filing 125 ORDER by Magistrate Judge Sallie Kim regarding #115 Discovery Letter Brief; granting #119 Administrative Motion to File Under Seal; granting #120 Administrative Motion for Leave to File Supplemental Material; granting #121 Administrative Motion to File Under Seal. (mkl, COURT STAFF) (Filed on 10/28/2021)
October 26, 2021 Filing 124 TRANSCRIPT ORDER for proceedings held on 10/25/2021 before Magistrate Judge Sallie Kim by Yodlee, Inc., for Court Reporter FTR - San Francisco. (Zhang, Jenna) (Filed on 10/26/2021)
October 26, 2021 Filing 123 TRANSCRIPT ORDER for proceedings held on 10/25/2021 before Magistrate Judge Sallie Kim by Deborah Wesch, for Court Reporter FTR - San Francisco. (Rochelson, David) (Filed on 10/26/2021)
October 25, 2021 Filing 122 OPPOSITION/RESPONSE (re #120 ADMINISTRATIVE MOTION Leave to File Supplementary Material re Joint Discovery Dispute Letter re #115 Joint Discovery Letter Brief - REDACTED ) filed byYodlee, Inc.. (Attachments: #1 Declaration of Andrew Vaden In Support of Defendant Yodlee, Inc.'s Response to Plaintiffs' Administrative Motion for Leave to File Supplementary Material, #2 Exhibit A [Redacted in Entirety])(Frankel, Simon) (Filed on 10/25/2021)
October 25, 2021 Filing 121 Administrative Motion to File Under Seal filed by Yodlee, Inc.. (Attachments: #1 Declaration of Andy Anderlini in Support of Defendant Yodlee, Inc.'s Administrative Motion to File Under Seal, #2 Exhibit A [Sealed Version], #3 Proposed Order)(Frankel, Simon) (Filed on 10/25/2021)
October 25, 2021 Filing 120 ADMINISTRATIVE MOTION Leave to File Supplementary Material re Joint Discovery Dispute Letter re #115 Joint Discovery Letter Brief - REDACTED filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. Responses due by 10/29/2021. (Attachments: #1 Proposed Order, #2 Declaration of Aaron M. Sheanin in Support of Plaintiffs Administrative Motion for Leave to File Supplementary Material re Joint Discovery Dispute Letter, #3 Exhibit A to Declaration of Sheanin - REDACTED)(Sheanin, Aaron) (Filed on 10/25/2021)
October 25, 2021 Filing 119 Administrative Motion to File Under Seal filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Attachments: #1 Declaration of Aaron M. Sheanin in Support of Plaintiffs Administrative Motion re Sealing, #2 Proposed Order, #3 Redacted version of Plaintiffs Administrative Motion for Leave to File Supplementary Material re Joint Discovery Dispute Letter, #4 Unredacted version of Plaintiffs Administrative Motion for Leave to File Supplementary Material re Joint Discovery Dispute Letter, #5 Unredacted version of Exhibit A to Sheanin Declaration in Support of Plaintiffs Administrative Motion for Leave to File Supplementary Material re Joint Discovery Dispute Letter)(Sheanin, Aaron) (Filed on 10/25/2021)
October 25, 2021 Filing 118 Minute Entry for proceedings held by Zoom before Magistrate Judge Sallie Kim: Motion Hearing held on 10/25/2021 re #115 Joint Discovery Letter Brief filed. The Court takes the matter under submission and will issue a written order. Zoom Recording Time: 9:30-9:48. Attorney for Plaintiffs: Christian Levis; Aaron Sheanin. Attorney for Defendant: Eric Bosset; Jenna Zhang. (This is a text-only entry generated by the court. There is no document associated with this entry.) (mkl, COURT STAFF) (Date Filed: 10/25/2021) Modified on 10/27/2021: Matter transcribed by Joan Columbini. (rjd, COURT STAFF).
October 22, 2021 Filing 117 CLERKS NOTICE SETTING ZOOM HEARING. Discovery Hearing set for 10/25/2021 at 9:30 AM in San Francisco - Videoconference Only before Magistrate Judge Sallie Kim. This proceeding 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/sk General Order 58. Persons granted access to court pr oceedings 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/. (Related documents(s) #115 ) (This is a text-only entry generated by the court. There is no document associated with this entry.) (ejkS, COURT STAFF) (Filed on 10/22/2021)
October 21, 2021 Filing 116 Declaration of Amanda G. Fiorilla in Support of #115 Joint Discovery Letter Briefre: Plaintiffs Requests for Production of Documents, Set One filed byDarius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Attachments: #1 Exhibit A, #2 Exhibit B)(Related document(s) #115 ) (Fiorilla, Amanda) (Filed on 10/21/2021)
October 21, 2021 Filing 115 Joint Discovery Letter Brief re: Plaintiffs Requests for Production of Documents, Set One filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch, Yodlee, Inc. and Envestnet Inc.. (Levis, Christian) (Filed on 10/21/2021) Modified on 10/22/2021 (jmlS, COURT STAFF).
October 20, 2021 Filing 114 MOTION to Strike #99 Answer to Amended Complaint filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. Motion Hearing set for 12/6/2021 09:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Responses due by 11/3/2021. Replies due by 11/10/2021. (Attachments: #1 Declaration of Amanda G. Fiorilla, #2 Exhibit A, #3 Exhibit B, #4 Exhibit C, #5 Exhibit D, #6 Exhibit E, #7 Proposed Order)(Levis, Christian) (Filed on 10/20/2021)
October 19, 2021 Filing 113 NOTICE of Change of Address by David B. Rochelson (Rochelson, David) (Filed on 10/19/2021)
October 18, 2021 Opinion or Order Filing 112 Order. Signed 10/18/2021 by Magistrate Judge Sallie Kim granting #110 Discovery Letter Brief Re: Interrogatories.(klhS, COURT STAFF) (Filed on 10/18/2021)
October 13, 2021 Filing 111 Declaration of Daniel Rios in Support of #110 Joint Discovery Letter Brief re Limit on Interrogatories filed byYodlee, Inc.. (Attachments: #1 Exhibit A to the Declaration of Daniel Rios In Support of Joint Letter Brief re Plaintiffs' Amended First Set of Interrogatories)(Related document(s) #110 ) (Rios, Daniel) (Filed on 10/13/2021)
October 13, 2021 Filing 110 Joint Discovery Letter Brief re Limit on Interrogatories filed by Yodlee, Inc. and Deborah Wesch, et al.. (Frankel, Simon) (Filed on 10/13/2021) Modified on 10/14/2021 (jmlS, COURT STAFF).
October 8, 2021 Filing 109 Request for Judicial Notice re #108 MOTION for Summary Judgment filed byYodlee, Inc.. (Attachments: #1 Declaration of Daniel Rios In Support of Yodlee, Inc.'s Request for Judicial Notice, #2 Exhibit A to the Declaration of Daniel Rios, #3 Exhibit B to the Declaration of Daniel Rios)(Related document(s) #108 ) (Frankel, Simon) (Filed on 10/8/2021)
October 8, 2021 Filing 108 MOTION for Summary Judgment filed by Yodlee, Inc.. Motion Hearing set for 1/31/2022 09:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Responses due by 12/16/2021. Replies due by 1/7/2022. (Attachments: #1 Declaration of Eric Jamison In Support of Yodlee, Inc.'s Motion for Summary Judgment, #2 Declaration of Nikhil Nadkarni In Support of Yodlee, Inc.'s Motion for Summary Judgment, #3 Declaration of Andy Anderlini In Support of Yodlee, Inc.'s Motion for Summary Judgment, #4 Exhibit A to Andy Anderlini Declaration [Redacted In Entirety], #5 Proposed Order)(Frankel, Simon) (Filed on 10/8/2021)
October 8, 2021 Filing 107 Administrative Motion to File Under Seal filed by Yodlee, Inc.. (Attachments: #1 Declaration of Andy Anderlini In Support of Yodlee, Inc.'s Administrative Motion to File Under Seal, #2 Proposed Order, #3 Yodlee, Inc.'s Motion for Summary Judgment [Redacted Version], #4 Yodlee, Inc.'s Motion for Summary Judgment [Sealed Version], #5 Declaration of Eric Jamison In Support of Yodlee, Inc.'s Motion for Summary Judgment [Redacted Version], #6 Declaration of Eric Jamison In Support of Yodlee, Inc.'s Motion for Summary Judgment [Sealed Version], #7 Declaration of Andy Anderlini In Support of Yodlee, Inc.'s Motion for Summary Judgment [Redacted Version], #8 Declaration of Andy Anderlini In Support of Yodlee, Inc.'s Motion for Summary Judgment [Sealed Version], #9 Exhibit A to the Declaration of Andy Anderlini [Sealed])(Frankel, Simon) (Filed on 10/8/2021)
September 20, 2021 Opinion or Order Filing 106 ORDER by Judge Sallie Kim granting #105 Stipulation. (sklc1S, COURT STAFF) (Filed on 9/20/2021)
September 17, 2021 Filing 105 STIPULATION WITH PROPOSED ORDER Setting Deadlines for Defendant to Amend its Answer or for Plaintiffs to Move to Strike Defendant's Affirmative Defenses filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch and Yodlee, Inc.. (Sheanin, Aaron) (Filed on 9/17/2021) Modified on 9/20/2021 (jmlS, COURT STAFF).
September 15, 2021 Opinion or Order Filing 104 ORDER Amending Schedule. Signed by Judge Sallie Kim on September 15, 2021. (sklc1S, COURT STAFF) (Filed on 9/15/2021)
September 15, 2021 Set Deadlines/Hearings: Early Summary Judgment Motion Hearing set for 1/31/2022 09:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Close of Fact Discovery is 8/11/2022. Initial Expert Disclosures due by 8/25/2022. Rebuttal Expert Disclosures due by 9/22/2022. Close of Expert Discovery is 10/13/2022. Motion Hearing for Class Certification set for 1/16/2023 09:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Dispositive Motion Hearing set for 6/12/2023 09:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim.Pretrial Conference set for 8/25/2023 01:30 PM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Jury Selection set for 9/26/2023 08:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Jury Trial set for 9/26/2023 08:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. (mklS, COURT STAFF) (Filed on 9/15/2021)
September 14, 2021 Filing 103 Transcript of Proceedings held on August 30, 2021, before Judge Sallie Kim. Court Reporter/Transcriber Joan Marie Columbini, CSR, RPR, telephone number (510) 367-3043, joan.columbini.csr@gmail.com. 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 #101 Transcript Order, #100 Transcript Order ) Redaction Request due 10/5/2021. Redacted Transcript Deadline set for 10/15/2021. Release of Transcript Restriction set for 12/13/2021. (Related documents(s) #101 , #100 ) (Columbini, Joan) (Filed on 9/14/2021)
September 13, 2021 Filing 102 Joint Letter Brief re: ADR & Case Schedule re 97 Case Management Conference - Further, Set Deadlines/Hearings, filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch and Yodlee, Inc.. (Attachments: #1 Exhibit A)(Related document(s) 97 ) (Sheanin, Aaron) (Filed on 9/13/2021) Modified on 9/14/2021 (jmlS, COURT STAFF).
September 8, 2021 Filing 101 TRANSCRIPT ORDER for proceedings held on 8/30/21 before Magistrate Judge Sallie Kim by Yodlee, Inc., for Court Reporter FTR - San Francisco. (Zhang, Jenna) (Filed on 9/8/2021)
September 8, 2021 Filing 100 TRANSCRIPT ORDER for proceedings held on 08/30/2021 before Magistrate Judge Sallie Kim by Deborah Wesch, for Court Reporter FTR - San Francisco. (Sheanin, Aaron) (Filed on 9/8/2021)
September 1, 2021 Filing 99 ANSWER to and Affirmative Defenses to the Second Amended Complaint by Yodlee, Inc.. (Frankel, Simon) (Filed on 9/1/2021) Modified on 9/2/2021 (jmlS, COURT STAFF).
August 30, 2021 Opinion or Order Filing 98 CASE MANAGEMENT AND PRETRIAL ORDER (JURY). Close of Fact Discovery is 6/17/2022. Initial Expert Disclosures due by 7/1/2022. Rebuttal Expert Disclosures due by 7/29/2022. Close of Expert Discovery is 8/19/2022. Class Certification Motion Hearing set for 10/24/2022 09:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Dispositive Motion Hearing set for 2/13/2023 09:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Pretrial Conference set for 4/7/2023 01:30 PM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Jury Selection set for 5/9/2023 08:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Jury Trial set for 5/9/2023 08:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Signed by Judge Sallie Kim on 8/30/2021. (mklS, COURT STAFF) (Filed on 8/30/2021)
August 30, 2021 Filing 97 Minute Entry for proceedings held by Zoom before Magistrate Judge Sallie Kim: Further Case Management Conference held on 8/30/2021. Trial date and schedule set. The Court will issue a case management order. However, the Court is willing to entertain two summary judgments motions by the Defendant and directs the parties to meet and confer on a modified case schedule. By 9/13/2021, the parties shall submit a stipulation or competing schedule proposals with a two page explanation. The parties must also inform the Court of the chosen method of ADR by 9/13/2021. Regarding discovery, the Court directs the parties to meet and confer on discovery limits and ESI protocols. Any discovery disputes may be raised through a joint letter brief and the parties may seek leave of Court for additional pages, if needed. Case Management Statement due by 11/22/2021. Further Case Management Conference set for 11/29/2021 01:30 PM in San Francisco - Videoconference Only. Zoom Recording Time: 1:31-1:51. Attorneys for Plaintiff: Aaron Scheanin; Christian Levis. Attorney for Defendant: Eric Bosset; Jenna Zhang. (This is a text-only entry generated by the court. There is no document associated with this entry.) (mklS, COURT STAFF) (Date Filed: 8/30/2021) Modified on 9/8/2021: Matter transcribed by Joan Columbini. (rjdS, COURT STAFF).
August 23, 2021 Filing 96 JOINT CASE MANAGEMENT STATEMENT filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Sheanin, Aaron) (Filed on 8/23/2021)
August 13, 2021 Opinion or Order Filing 95 ORDER REGARDING DISCOVERY STAY AND SETTING CASE MANAGEMENT CONFERENCE. Signed by Judge Sallie Kim on 8/13/2021. Case Management Statement due by 8/23/2021. Further Case Management Conference set for 8/30/2021 01:30 PM in San Francisco - Videoconference Only. This proceeding will be held via a Zoom webinar.Webinar Access: All counsel, members of the public, and media may access the webinar information at #https://w ww.cand.uscourts.gov/sk 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/. (mklS, COURT STAFF) (Filed on 8/13/2021)
August 13, 2021 Filing 94 Discovery Letter Briefre Lifting the Stay of Discovery filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Sheanin, Aaron) (Filed on 8/13/2021)
August 5, 2021 Opinion or Order Filing 93 ORDER by MagistrateJudge Sallie Kim granting #67 Motion to Dismiss; granting in part and denying in part #79 Administrative Motion to File Under Seal; granting in part and denying in part #85 Administrative Motion to File Under Seal. (mklS, COURT STAFF) (Filed on 8/5/2021)
August 2, 2021 Filing 92 Minute Entry for proceedings held by Zoom before Magistrate Judge Sallie Kim: Evidentiary Hearing Re: #67 MOTION to Dismiss filed by Envestnet, Inc. held on 8/2/2021. Total Time in Court: 1 hour, 59 minutes. Court Reporter: Katherine Sullivan. Attorneys for Plaintiff Christian Levis; Aaron Sheanin. Attorneys for Defendant: Eric Bosset; Jenna Zhang; Daniel Rios. (Attachments: #1 Hearing Log)(mklS, COURT STAFF) (Date Filed: 8/2/2021)
July 27, 2021 Opinion or Order Filing 91 ORDER Re: Evidentiary Hearing: The evidentiary hearing will take place on August 2, 2021, at 10:00 am, as previously ordered. The parties will each have one hour to question witnesses, and this includes their time to cross-examine. The Court ORDERS that Patrick Marr and Anil Arora appear to testify. The evidentiary hearing will take place via Zoom, as previously ordered. Signed by Magistrate Judge Sallie Kim on 7/27/2021. (This is a text-only entry generated by the court. There is no document associated with this entry.) (mklS, COURT STAFF) (Filed on 7/27/2021)
July 26, 2021 Filing 90 Statement re #87 Order,,,, Set Hearings,,,, Util - Teleconference Zoom,,, JOINT STATEMENT by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Levis, Christian) (Filed on 7/26/2021)
July 23, 2021 Filing 89 STIPULATION Extending Time Within Which Yodlee, Inc. Must Respond to Second Amended Complaint filed by Yodlee, Inc.. (Zhang, Jenna) (Filed on 7/23/2021)
July 19, 2021 Opinion or Order Filing 88 ORDER by Magistrate Judge Sallie Kim granting in part and denying in part #66 Motion to Dismiss. Third Amended Complaint due by 8/9/2021. (mklS, COURT STAFF) (Filed on 7/19/2021)
July 16, 2021 Opinion or Order Filing 87 ORDER SETTING EVIDENTIARY HEARING Re: #67 MOTION to Dismiss filed by Envestnet, Inc. Signed by Magistrate Judge Sallie Kim on 7/16/2021. Evidentiary Hearing set for 8/2/2021 10:00 AM in San Francisco - Videoconference Only before Magistrate Judge Sallie Kim. This proceeding will be held via a Zoom webinar.Webinar Access: All counsel, members of the public, and media may access the webinar information at #https://w ww.cand.uscourts.gov/sk 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/. (mklS, COURT STAFF) (Filed on 7/16/2021)
July 1, 2021 Filing 86 REPLY (re #67 MOTION to Dismiss Second Amended Complaint Pursuant to FRCP 12(b)(2), Or Alternatively, Pursuant to FRCP 12(b)(1) and 12(b)(6) ) filed byEnvestnet, Inc.. (Attachments: #1 Declaration JENNA L. ZHANG, #2 Exhibit A, #3 Exhibit B, #4 Exhibit C, #5 Exhibit D, #6 Declaration PATRICK D. MARR)(Frankel, Simon) (Filed on 7/1/2021)
July 1, 2021 Filing 85 Administrative Motion to File Under Seal filed by Envestnet, Inc.. (Attachments: #1 Declaration PATRICK D. MARR, #2 Proposed Order, #3 Redacted Version of Exhibit A, #4 Unredacted Version of Exhibit A)(Frankel, Simon) (Filed on 7/1/2021)
July 1, 2021 Filing 84 REPLY (re #66 MOTION to Dismiss Pursuant to Federal Rule of Civil Procedure 12(b)(6) ) -- Defendant Yodlee, Inc.s Reply in Support of Motion to Dismiss filed byYodlee, Inc.. (Frankel, Simon) (Filed on 7/1/2021)
June 24, 2021 Filing 83 NOTICE of Appearance by Andrew Joseph Vaden (Vaden, Andrew) (Filed on 6/24/2021)
June 14, 2021 Filing 82 OPPOSITION/RESPONSE (re #79 Administrative Motion to File Under Seal Pursuant to Civil Local Rules 7-11 and 79-5(d) ) Defendant Envestnet, Inc.'s Response In Support of Plaintiffs' Administrative Motion to File Under Seal filed byEnvestnet, Inc.. (Attachments: #1 Declaration of Patrick D. Marr, #2 Proposed Order)(Zhang, Jenna) (Filed on 6/14/2021)
June 10, 2021 Filing 81 DECLARATION of Aaron M. Sheanin in Opposition to #67 MOTION to Dismiss Second Amended Complaint Pursuant to FRCP 12(b)(2), Or Alternatively, Pursuant to FRCP 12(b)(1) and 12(b)(6) filed byDarius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Attachments: #1 Exhibit A, #2 Exhibit B, #3 Exhibit C, #4 Exhibit D, #5 Exhibit E, #6 Exhibit F, #7 Exhibit G, #8 Exhibit H, #9 Exhibit I, #10 Exhibit J, #11 Exhibit K, #12 Exhibit L, #13 Exhibit M, #14 Exhibit N, #15 Exhibit O, #16 Exhibit P, #17 Exhibit Q, #18 Exhibit R, #19 Exhibit S, #20 Exhibit T, #21 Exhibit U, #22 Exhibit V, #23 Exhibit W, #24 Exhibit X, #25 Exhibit Y, #26 Exhibit Z, #27 Exhibit AA, #28 Exhibit AB, #29 Exhibit AC, #30 Exhibit AD, #31 Exhibit AE, #32 Exhibit AF, #33 Exhibit AG, #34 Exhibit AH, #35 Exhibit AI, #36 Exhibit AJ, #37 Exhibit AK, #38 Exhibit AL)(Related document(s) #67 ) (Sheanin, Aaron) (Filed on 6/10/2021)
June 10, 2021 Filing 80 OPPOSITION/RESPONSE (re #67 MOTION to Dismiss Second Amended Complaint Pursuant to FRCP 12(b)(2), Or Alternatively, Pursuant to FRCP 12(b)(1) and 12(b)(6) ) (Redacted) filed byDarius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Sheanin, Aaron) (Filed on 6/10/2021)
June 10, 2021 Filing 79 Administrative Motion to File Under Seal Pursuant to Civil Local Rules 7-11 and 79-5(d) filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Attachments: #1 Declaration of David Rochelson in Support of Plaintiffs Administrative Motion Re Filing Documents Under Seal Pursuant to Civil Local Rules 7-11 And 79-5(d), #2 Proposed Order, #3 Redacted Version of Plaintiffs Memorandum of Law in Opposition to Defendant Envestnet, Inc.s Motion to Dismiss the Second Amended Complaint Pursuant to FRCP 12(b)(2), or, Alternatively, Pursuant to FRCP 12(b)(1) and 12(b)(6), #4 Unredacted Version of Plaintiffs Memorandum of Law in Opposition to Defendant Envestnet, Inc.s Motion to Dismiss the Second Amended Complaint Pursuant to FRCP 12(b)(2), or, Alternatively, Pursuant to FRCP 12(b)(1) and 12(b)(6), #5 Unredacted Version of Ex G to Declaration of Aaron M. Sheanin in Support of Opposition to Motion, #6 Unredacted Version of Ex O to Declaration of Aaron M. Sheanin in Support of Opposition to Motion, #7 Unredacted Version of Ex S to Declaration of Aaron M. Sheanin in Support of Opposition to Motion, #8 Unredacted Version of Ex T to Declaration of Aaron M. Sheanin in Support of Opposition to Motion, #9 Unredacted Version of Ex U to Declaration of Aaron M. Sheanin in Support of Opposition to Motion, #10 Unredacted Version of Ex AB to Declaration of Aaron M. Sheanin in Support of Opposition to Motion, #11 Redacted Version of Ex AL to Declaration of Aaron M. Sheanin in Support of Opposition to Motion, #12 Unredacted Version of Ex AL to Declaration of Aaron M. Sheanin in Support of Opposition to Motion)(Sheanin, Aaron) (Filed on 6/10/2021)
June 10, 2021 Filing 78 OPPOSITION/RESPONSE (re #66 MOTION to Dismiss Pursuant to Federal Rule of Civil Procedure 12(b)(6) ) filed byDarius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Sheanin, Aaron) (Filed on 6/10/2021)
May 26, 2021 Opinion or Order Filing 77 ORDER by Magistrate Judge Sallie Kim granting #76 Motion for Pro Hac Vice as to Daniel Rios. (mklS, COURT STAFF) (Filed on 5/26/2021)
May 26, 2021 Filing 76 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 317, receipt number 0971-16012632.) filed by Envestnet, Inc., Yodlee, Inc.. (Rios, Daniel) (Filed on 5/26/2021)
May 24, 2021 Opinion or Order Filing 75 STIPULATED PROTECTIVE ORDER (granting #73 Stipulation) by Magistrate Judge Sallie Kim. (mklS, COURT STAFF) (Filed on 5/24/2021)
May 21, 2021 Filing 74 NOTICE by Envestnet, Inc., Yodlee, Inc. Notice of Withdrawal of Counsel (Lee, Diana) (Filed on 5/21/2021)
May 20, 2021 Filing 73 STIPULATION WITH PROPOSED ORDER Declaration of Aaron M. Sheanin Regarding the Parties [Proposed] Stipulated Protective Order filed by Darius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Attachments: #1 Exhibit A - Proposed Stipulated Protective Order, #2 Exhibit B - Redline)(Sheanin, Aaron) (Filed on 5/20/2021)
May 17, 2021 Filing 72 Minute Entry for proceedings held by Zoom before Magistrate Judge Sallie Kim: Motion Hearing held on 5/17/2021 re #69 ADMINISTRATIVE MOTION for Clarification of the Courts May 10, 2021 Order Regarding Discovery Dispute (Dkt. No. 68) . The Court supersedes the order at Docket No. #68 only with regard to the request for documents. Plaintiffs may submit two additional requests for production, without subparts, within two business days of today. Defendants must respond with written responses within five business days and produce responsive documents, if any, within five business days. (Zoom Recording Time: 9:30-9:35.) Attorneys for Plaintiff: Christian Levis; Aaron Scheanin; David Rochelson. Attorneys for Defendants: Eric Bossett; Jenna Zhang. (This is a text-only entry generated by the court. There is no document associated with this entry.) (mklS, COURT STAFF) (Date Filed: 5/17/2021)
May 16, 2021 Filing 71 OPPOSITION/RESPONSE (re #69 ADMINISTRATIVE MOTION for Clarification of the Courts May 10, 2021 Order Regarding Discovery Dispute (Dkt. No. 68) ) Response to Defendant Envestnets Motion for Administrative Relief Pursuant to L.R. 7-11 filed byDarius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Sheanin, Aaron) (Filed on 5/16/2021)
May 12, 2021 Filing 70 CLERKS NOTICE SETTING ZOOM HEARING. Motion Hearing Re: ADMINISTRATIVE MOTION for Clarification of the Courts May 10, 2021 Order Regarding Discovery Dispute (Dkt. No. 68) set for 5/17/2021 09:30 AM in San Francisco - Videoconference Only before Magistrate Judge Sallie Kim. This proceeding 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/sk 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.) (mklS, COURT STAFF) (Filed on 5/12/2021)
May 11, 2021 Filing 69 ADMINISTRATIVE MOTION for Clarification of the Courts May 10, 2021 Order Regarding Discovery Dispute (Dkt. No. 68) filed by Envestnet, Inc.. Responses due by 5/17/2021. (Attachments: #1 Declaration of J. Zhang, #2 Exhibit A to J. Zhang Declaration, #3 Proposed Order)(Zhang, Jenna) (Filed on 5/11/2021)
May 10, 2021 Opinion or Order Filing 68 ORDER by Magistrate Judge Sallie Kim on #64 Discovery Letter Brief Regarding Jurisdictional Discovery and Protective Order. (mklS, COURT STAFF) (Filed on 5/10/2021)
May 5, 2021 Filing 67 MOTION to Dismiss Second Amended Complaint Pursuant to FRCP 12(b)(2), Or Alternatively, Pursuant to FRCP 12(b)(1) and 12(b)(6) filed by Envestnet, Inc.. Motion Hearing set for 7/26/2021 09:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Responses due by 6/10/2021. Replies due by 7/1/2021. (Attachments: #1 Declaration of Patrick D. Marr, #2 Proposed Order)(Frankel, Simon) (Filed on 5/5/2021)
May 5, 2021 Filing 66 MOTION to Dismiss Pursuant to Federal Rule of Civil Procedure 12(b)(6) filed by Yodlee, Inc.. Motion Hearing set for 7/26/2021 09:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Responses due by 6/10/2021. Replies due by 7/1/2021. (Attachments: #1 Proposed Order)(Frankel, Simon) (Filed on 5/5/2021)
April 22, 2021 Filing 65 Declaration of Aaron M. Sheanin in Support of #64 Joint Discovery Letter Briefre: Jurisdictional Discovery and Protective Order filed byDarius Clark, John H. Cottrell, William B. Cottrell, Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Attachments: #1 Exhibit A, #2 Exhibit B, #3 Exhibit C)(Related document(s) #64 ) (Sheanin, Aaron) (Filed on 4/22/2021)
April 22, 2021 Filing 64 Joint Discovery Letter Briefre: Jurisdictional Discovery and Protective Order filed by Ryan Hamre, Greg Hertik, Daisy Hodson, David Lumb, Kyla Rollier, Jenny Szeto, Deborah Wesch. (Sheanin, Aaron) (Filed on 4/22/2021)
April 13, 2021 Opinion or Order Filing 63 ORDER by Magistrate Judge Sallie Kim granting #62 Stipulation to Extend Deadline and Briefing Schedule for Defendants' Motions to Dismiss the Second Amended Complaint. (mklS, COURT STAFF) (Filed on 4/13/2021)
April 12, 2021 Filing 62 STIPULATION WITH PROPOSED ORDER -- Stipulation and [Proposed] Order to Extend Deadline and Briefing Schedule for Defendants Envestnet, Inc.'s and Yodlee Inc.'s Motions to Dismiss the Second Amended Complaint filed by Envestnet, Inc., Yodlee, Inc.. (Attachments: #1 Declaration of Eric C. Bosset in Support of Stipulation)(Bosset, Eric) (Filed on 4/12/2021)
March 25, 2021 Opinion or Order Filing 61 ORDER by Judge Sallie Kim granting #60 Stipulation. (sklc1S, COURT STAFF) (Filed on 3/25/2021)
March 24, 2021 Filing 60 STIPULATION WITH PROPOSED ORDER -- Joint Stipulation and [Proposed] Order to Extend Deadline and Briefing Schedule for Defendants Envestnet, Inc.'s and Yodlee Inc.'s Motions to Dismiss the Second Amended Complaint filed by Envestnet, Inc., Yodlee, Inc.. (Attachments: #1 Declaration in Support of Joint Stipulation)(Bosset, Eric) (Filed on 3/24/2021)
March 23, 2021 Filing 59 NOTICE of Appearance by Jenna L. Zhang (Zhang, Jenna) (Filed on 3/23/2021)
March 15, 2021 Filing 58 AMENDED COMPLAINT Second Amended Class Action Complaint against Envestnet, Inc., Yodlee, Inc.. Filed byDeborah Wesch, Darius Clark, Ryan Hamre, Jenny Szeto, Kyla Rollier, Greg Hertik, John H. Cottrell, David Lumb, William B. Cottrell, Daisy Hodson. (Sheanin, Aaron) (Filed on 3/15/2021)
March 15, 2021 Filing 57 NOTICE of Change of Address by Aaron M. Sheanin (Sheanin, Aaron) (Filed on 3/15/2021)
March 5, 2021 Opinion or Order Filing 56 ORDER by Judge Sallie Kim granting #55 Motion for Pro Hac Vice. (sklc1S, COURT STAFF) (Filed on 3/5/2021)
March 5, 2021 Filing 55 MOTION for leave to appear in Pro Hac Vice John Emerson ( Filing fee $ 317, receipt number 0971-15660450.) filed by Deborah Wesch. (Attachments: #1 Exhibit Certificate of Good Standing)(Emerson, John) (Filed on 3/5/2021)
February 16, 2021 Opinion or Order Filing 54 ORDER REGARDING MOTIONS TO DISMISS by Magistrate Judge Sallie Kim. Defendant Yodlee's #32 Motion to Dismiss is granted in part and denied in part. The Court reserves ruling on Defendant Envestnet's #31 Motion to Dismiss. Supplemental Brief due by 5/28/2021. Supplemental Response due by 6/11/2021. (mklS, COURT STAFF) (Filed on 2/16/2021)
February 8, 2021 Filing 53 Transcript of Zoom Proceedings held on 02/01/21, before Magistrate Judge Sallie Kim. FTR/Transcriber Echo Reporting, Inc., telephone number (858) 453-7590. 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 #50 Transcript Order ) Redaction Request due 3/1/2021. Redacted Transcript Deadline set for 3/11/2021. Release of Transcript Restriction set for 5/10/2021. (Related documents(s) #50 ) (tgj, COURT STAFF) (Filed on 2/8/2021)
February 5, 2021 Filing 52 NOTICE by Yodlee, Inc. of Enhanced Image of Figure 1 in the Amended Complaint (Frankel, Simon) (Filed on 2/5/2021)
February 3, 2021 Filing 51 TRANSCRIPT ORDER for proceedings held on 02/01/2021 before Magistrate Judge Sallie Kim by Deborah Wesch, for Court Reporter FTR - San Francisco. (Sheanin, Aaron) (Filed on 2/3/2021)
February 2, 2021 Filing 50 TRANSCRIPT ORDER for proceedings held on 2/1/2021 before Magistrate Judge Sallie Kim by Envestnet, Inc., Yodlee, Inc., for Court Reporter FTR - San Francisco. (Carey, Patrick) (Filed on 2/2/2021)
February 1, 2021 Filing 49 Minute Entry for proceedings held by Zoom before Magistrate Judge Sallie Kim: Motion Hearing held on 2/1/2021 re #31 MOTION to Dismiss for Lack of Jurisdiction Pursuant to Federal Rule of Civil Procedure 12(b)(2), or, Alternatively, Rule 12(b)(6) filed by Envestnet, Inc. and #32 MOTION to Dismiss Pursuant to Federal Rule of Civil Procedure 12(b)(6) filed by Yodlee, Inc. Initial Case Management Conference held on 2/1/2021. The Court is considering allowing Plaintiffs to take limited discovery with regard to jurisdiction. The motions are taken under submission. A written order will issue. The Court denies the #48 Motion to Stay without prejudice to the parties meeting and conferring then refiling a letter brief pursuant to the Court's standing order. The Court will hold off on setting a case schedule until after the motions are resolved. (Zoom Recording Time: 9:56-11:04.) Attorneys for Plaintiffs: Christian Levis; Aaron Sheanin; David Rochelson. Attorneys for Defendants: Eric Bosset; Patrick Carey; Diana Lee. (This is a text-only entry generated by the court. There is no document associated with this entry.) (mklS, COURT STAFF) (Date Filed: 2/1/2021) Modified on 2/2/2021: Matter transcribed by Tara (Bauer) Jauregui (ECHO Reporting). (rjdS, COURT STAFF).
January 29, 2021 Filing 48 MOTION to Stay Discovery Pending Resolution of Motions to Dismiss filed by Envestnet, Inc., Yodlee, Inc.. Motion Hearing set for 3/15/2021 09:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Responses due by 2/12/2021. Replies due by 2/19/2021. (Attachments: #1 Declaration of E. Bosset, #2 Exhibit A to Declaration of E. Bosset)(Bosset, Eric) (Filed on 1/29/2021)
January 26, 2021 Filing 47 CLERKS NOTICE SETTING ZOOM HEARING. Initial Case Management Conference and Motion Hearing Re: #31 MOTION to Dismiss for Lack of Jurisdiction Pursuant to Federal Rule of Civil Procedure 12(b)(2), or, Alternatively, Rule 12(b)(6) and #32 MOTION to Dismiss Pursuant to Federal Rule of Civil Procedure 12(b)(6) currently set for 2/1/2021 09:30 AM in San Francisco - Videoconference Only. This proceeding 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/sk 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.) (mklS, COURT STAFF) (Filed on 1/26/2021)
January 19, 2021 Opinion or Order Filing 46 ORDER by Magistrate Judge Sallie Kim granting #43 Motion for Pro Hac Vice as to Diana Fung-Shing Lee. (mklS, COURT STAFF) (Filed on 1/19/2021)
January 15, 2021 Filing 45 REPLY (re #32 MOTION to Dismiss Pursuant to Federal Rule of Civil Procedure 12(b)(6) ) filed byYodlee, Inc.. (Frankel, Simon) (Filed on 1/15/2021)
January 15, 2021 Filing 44 REPLY (re #31 MOTION to Dismiss for Lack of Jurisdiction Pursuant to Federal Rule of Civil Procedure 12(b)(2), or, Alternatively, Rule 12(b)(6) ) filed byEnvestnet, Inc.. (Frankel, Simon) (Filed on 1/15/2021)
January 15, 2021 Filing 43 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 317, receipt number 0971-15450305.) filed by Envestnet, Inc., Yodlee, Inc.. (Lee, Diana) (Filed on 1/15/2021)
January 11, 2021 Filing 42 JOINT CASE MANAGEMENT STATEMENT filed by Deborah Wesch. (Sheanin, Aaron) (Filed on 1/11/2021)
January 11, 2021 Filing 41 ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options (Frankel, Simon) (Filed on 1/11/2021)
January 11, 2021 Filing 40 ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options (Frankel, Simon) (Filed on 1/11/2021)
January 11, 2021 Filing 39 Certificate of Interested Entities by Deborah Wesch (Sheanin, Aaron) (Filed on 1/11/2021)
January 11, 2021 Filing 38 ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options by Deborah Wesch, et al. (Sheanin, Aaron) (Filed on 1/11/2021)
December 16, 2020 Filing 37 OPPOSITION/RESPONSE to (re #32 MOTION to Dismiss Pursuant to Federal Rule of Civil Procedure 12(b)(6) ) filed by Deborah Wesch. (Sheanin, Aaron) (Filed on 12/16/2020)
December 16, 2020 Filing 36 OPPOSITION/RESPONSE to (re #31 MOTION to Dismiss for Lack of Jurisdiction Pursuant to Federal Rule of Civil Procedure 12(b)(2), or, Alternatively, Rule 12(b)(6) ) filed by Deborah Wesch. (Attachments: #1 Declaration of Aaron M. Sheanin in Opposition to Defendant Envestnet Inc.'s Motion to Dismiss, #2 Exhibit A, #3 Exhibit B, #4 Exhibit C, #5 Exhibit D, #6 Exhibit E, #7 Exhibit F, #8 Exhibit G, #9 Exhibit H, #10 Exhibit I, #11 Exhibit J, #12 Exhibit K, #13 Exhibit L, #14 Exhibit M, #15 Exhibit N, #16 Exhibit O, #17 Exhibit P, #18 Exhibit Q)(Sheanin, Aaron) (Filed on 12/16/2020)
November 17, 2020 Opinion or Order Filing 35 ORDER by Magistrate Judge Sallie Kim granting #34 Motion for Pro Hac Vice as to Robert Kitchenoff. (mklS, COURT STAFF) (Filed on 11/17/2020)
November 16, 2020 Filing 34 Amended MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 310, receipt number 0971-15190936.) Filing fee previously paid on 11/13/2020 filed by Deborah Wesch. (Attachments: #1 Exhibit Certificate of Good Standing)(Kitchenoff, Robert) (Filed on 11/16/2020)
November 13, 2020 Filing 33 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 310, receipt number 0971-15190936.) filed by Deborah Wesch. (Attachments: #1 Exhibit Certificate of Good Standing)(Kitchenoff, Robert) (Filed on 11/13/2020)
November 4, 2020 Filing 32 MOTION to Dismiss Pursuant to Federal Rule of Civil Procedure 12(b)(6) filed by Yodlee, Inc.. Motion Hearing set for 2/1/2021 09:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Responses due by 11/18/2020. Replies due by 11/25/2020. (Attachments: #1 [Proposed] Order Granting MTD)(Frankel, Simon) (Filed on 11/4/2020) Modified on 11/5/2020 (mclS, COURT STAFF).
November 4, 2020 Filing 31 MOTION to Dismiss for Lack of Jurisdiction Pursuant to Federal Rule of Civil Procedure 12(b)(2), or, Alternatively, Rule 12(b)(6) filed by Envestnet, Inc.. Motion Hearing set for 2/1/2021 09:30 AM in San Francisco, Courtroom C, 15th Floor before Magistrate Judge Sallie Kim. Responses due by 11/18/2020. Replies due by 11/25/2020. (Attachments: #1 Proposed Order [Proposed] Order Granting MTD)(Frankel, Simon) (Filed on 11/4/2020)
October 21, 2020 Filing 30 AMENDED COMPLAINT (CLASS ACTION) against Envestnet, Inc., Yodlee, Inc.. Filed byDeborah Wesch. (Sheanin, Aaron) (Filed on 10/21/2020)
October 20, 2020 Opinion or Order Filing 29 ORDER by Magistrate Judge Sallie Kim granting #28 Stipulation to Set Deadlines for Briefing on Defendants' Motions to Dismiss Amended Complaint and Continue Case Management Conference. Case Management Statement due by 1/11/2021. Initial Case Management Conference reset for 2/1/2021 09:30 AM. Motion Hearing set for 2/1/2021 09:30 AM before Magistrate Judge Sallie Kim. (mklS, COURT STAFF) (Filed on 10/20/2020)
October 16, 2020 Filing 28 STIPULATION WITH PROPOSED ORDER (JOINT) TO SET DEADLINES FOR BRIEFING ON DEFENDANT'S MOTIONS TO DISMISS THE AMENDED COMPLAINT AND CONTINUE INITIAL CASE MANAGEMENT CONFERENCE filed by Deborah Wesch. (Attachments: #1 Declaration In Support of Joint Stipulation)(Sheanin, Aaron) (Filed on 10/16/2020)
September 18, 2020 Opinion or Order Filing 27 ORDER by Magistrate Judge Sallie Kim granting #23 Motion for Pro Hac Vice as to Amanda Fiorilla. (mklS, COURT STAFF) (Filed on 9/18/2020)
September 18, 2020 Opinion or Order Filing 26 ORDER by Magistrate Judge Sallie Kim granting #22 Motion for Pro Hac Vice as to Anthony Christina. (mklS, COURT STAFF) (Filed on 9/18/2020)
September 18, 2020 Opinion or Order Filing 25 ORDER by Magistrate Judge Sallie Kim granting #21 Motion for Pro Hac Vice as to Christian Levis. (mklS, COURT STAFF) (Filed on 9/18/2020)
September 18, 2020 Opinion or Order Filing 24 ORDER by Magistrate Judge Sallie Kim granting #19 Motion for Pro Hac Vice as to David B. Rochelson. (mklS, COURT STAFF) (Filed on 9/18/2020)
September 18, 2020 Filing 23 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 310, receipt number 0971-14959519.) filed by Deborah Wesch. (Attachments: #1 Certificate of Good Standing, #2 Certificate of Good Standing)(Fiorilla, Amanda) (Filed on 9/18/2020)
September 18, 2020 Filing 22 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 310, receipt number 0971-14959464.) filed by Deborah Wesch. (Attachments: #1 Certificate of Good Standing, #2 Certificate of Good Standing, #3 Certificate of Good Standing)(Christina, Anthony) (Filed on 9/18/2020)
September 18, 2020 Filing 21 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 310, receipt number 0971-14959423.) filed by Deborah Wesch. (Attachments: #1 Certificate of Good Standing, #2 Certificate of Good Standing)(Levis, Christian) (Filed on 9/18/2020)
September 18, 2020 Opinion or Order Filing 20 ORDER by Magistrate Judge Sallie Kim granting #12 Stipulation to Set Deadlines for Briefing on Defendants' Motions to Dismiss the Complaint and to Continue Initial Case Management Conference. Case Management Statement due by 1/4/2021. Initial Case Management Conference reset for 1/11/2021 01:30 PM. (mklS, COURT STAFF) (Filed on 9/18/2020)
September 18, 2020 Filing 19 MOTION for leave to appear in Pro Hac Vice for David B. Rochelson ( Filing fee $ 310, receipt number 0971-14958293.) filed by Deborah Wesch. (Sheanin, Aaron) (Filed on 9/18/2020)
September 17, 2020 Opinion or Order Filing 18 ORDER by Magistrate Judge Sallie Kim granting #13 Motion for Pro Hac Vice as to Eric C. Bosset. (mklS, COURT STAFF) (Filed on 9/17/2020)
September 16, 2020 Filing 17 Certificate of Interested Entities by Envestnet, Inc. (Frankel, Simon) (Filed on 9/16/2020)
September 16, 2020 Filing 16 Certificate of Interested Entities by Yodlee, Inc. identifying Corporate Parent Envestnet, Inc. for Yodlee, Inc.. (Frankel, Simon) (Filed on 9/16/2020)
September 16, 2020 Filing 15 Declaration of Simon J. Frankel in Support of #12 STIPULATION WITH PROPOSED ORDER re #4 Initial Case Management Scheduling Order with ADR Deadlines Joint Stipulation and [Proposed] Order to Set Deadlines for Briefing on Defendants' Motions to Dismiss the Complaint and to Continue Initial C filed byEnvestnet, Inc., Yodlee, Inc.. (Related document(s) #12 ) (Frankel, Simon) (Filed on 9/16/2020)
September 16, 2020 Filing 14 CONSENT/DECLINATION to Proceed Before a US Magistrate Judge by Envestnet, Inc., Yodlee, Inc... (Frankel, Simon) (Filed on 9/16/2020)
September 16, 2020 Filing 13 MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 310, receipt number 0971-14950056.) filed by Envestnet, Inc., Yodlee, Inc.. (Bosset, Eric) (Filed on 9/16/2020)
September 16, 2020 Filing 12 STIPULATION WITH PROPOSED ORDER re #4 Initial Case Management Scheduling Order with ADR Deadlines Joint Stipulation and [Proposed] Order to Set Deadlines for Briefing on Defendants' Motions to Dismiss the Complaint and to Continue Initial Case Management Conference filed by Envestnet, Inc., Yodlee, Inc.. (Frankel, Simon) (Filed on 9/16/2020)
September 16, 2020 Filing 11 NOTICE of Appearance by Patrick R. Carey (Carey, Patrick) (Filed on 9/16/2020)
September 16, 2020 Filing 10 NOTICE of Appearance by Simon J. Frankel (Frankel, Simon) (Filed on 9/16/2020)
September 14, 2020 Filing 9 NOTICE of Change of Address by Aaron M. Sheanin (Sheanin, Aaron) (Filed on 9/14/2020)
September 8, 2020 Filing 8 CONSENT/DECLINATION to Proceed Before a US Magistrate Judge by Deborah Wesch.. (Sheanin, Aaron) (Filed on 9/8/2020)
August 31, 2020 Filing 7 SUMMONS Returned Executed by Deborah Wesch. Envestnet, Inc. served on 8/27/2020, answer due 9/17/2020. (Sheanin, Aaron) (Filed on 8/31/2020)
August 31, 2020 Filing 6 SUMMONS Returned Executed by Deborah Wesch. Yodlee, Inc. served on 8/27/2020, answer due 9/17/2020. (Sheanin, Aaron) (Filed on 8/31/2020)
August 26, 2020 Filing 5 Summons Issued as to Envestnet, Inc., Yodlee, Inc. (mclS, COURT STAFF) (Filed on 8/26/2020)
August 26, 2020 Filing 4 Initial Case Management Scheduling Order with ADR Deadlines: Case Management Statement due by 11/23/2020. Initial Case Management Conference set for 11/30/2020 01:30 PM. (mclS, COURT STAFF) (Filed on 8/26/2020)
August 26, 2020 Filing 3 Case assigned to Magistrate Judge Sallie Kim. 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 9/9/2020. (anjS, COURT STAFF) (Filed on 8/26/2020)
August 26, 2020 #Electronic filing error. The County Code in the case opening screen should be "US, Outside State" as it refers to the County the plaintiff resides in. Corrected by Cler k's Office. No further action is necessary. (mclS, COURT STAFF) (Filed on 8/26/2020)
August 25, 2020 Filing 2 Proposed Summons. (Sheanin, Aaron) (Filed on 8/25/2020)
August 25, 2020 Filing 1 COMPLAINT against Envestnet, Inc., Yodlee, Inc. ( Filing fee $ 400, receipt number 0971-14860162.). Filed byDeborah Wesch. (Attachments: #1 Civil Cover Sheet)(Sheanin, Aaron) (Filed on 8/25/2020)

Access additional case information on PACER

Use the links below to access additional information about this case on the US Court's PACER system. A subscription to PACER is required.

Access this case on the California Northern District Court's Electronic Court Filings (ECF) System

Search for this case: Wesch v. Yodlee, Inc. et al
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Web [ Unicourt | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: Envestnet, Inc.
Represented By: Eric C Bosset
Represented By: Simon J. Frankel
Represented By: Patrick R. Carey
Represented By: Andrew Joseph Vaden
Represented By: Daniel Alan Rios
Represented By: Diana Lee
Represented By: Jenna L. Zhang
Represented By: Tara Summerville
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Defendant: Yodlee, Inc.
Represented By: Eric C Bosset
Represented By: Simon J. Frankel
Represented By: Patrick R. Carey
Represented By: Andrew J Leff
Represented By: Andrew Joseph Vaden
Represented By: Daniel Alan Rios
Represented By: Diana Lee
Represented By: Jenna L. Zhang
Represented By: Matthew Erik Delgado
Represented By: Tara Summerville
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Deborah Wesch
Represented By: Aaron M. Sheanin
Represented By: Christian Levis
Represented By: David Rochelson
Represented By: Christine Yun Sauer
Represented By: Amanda Grace Fiorilla
Represented By: Anthony Michael Christina
Represented By: Robert Samuel Kitchenoff
Represented By: David B. Rochelson
Represented By: John G Emerson
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Darius Clark
Represented By: Aaron M. Sheanin
Represented By: Amanda Grace Fiorilla
Represented By: Anthony Michael Christina
Represented By: Christian Levis
Represented By: Christine Yun Sauer
Represented By: David B. Rochelson
Represented By: John G. Emerson
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Ryan Hamre
Represented By: Aaron M. Sheanin
Represented By: Amanda Grace Fiorilla
Represented By: Anthony Michael Christina
Represented By: Christian Levis
Represented By: Christine Yun Sauer
Represented By: David B. Rochelson
Represented By: John G. Emerson
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Jenny Szeto
Represented By: Aaron M. Sheanin
Represented By: Amanda Grace Fiorilla
Represented By: Anthony Michael Christina
Represented By: Christian Levis
Represented By: Christine Yun Sauer
Represented By: David B. Rochelson
Represented By: John G. Emerson
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Kyla Rollier
Represented By: Aaron M. Sheanin
Represented By: Amanda Grace Fiorilla
Represented By: Anthony Michael Christina
Represented By: Christian Levis
Represented By: Christine Yun Sauer
Represented By: David B. Rochelson
Represented By: John G. Emerson
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Greg Hertik
Represented By: Aaron M. Sheanin
Represented By: Amanda Grace Fiorilla
Represented By: Anthony Michael Christina
Represented By: Christian Levis
Represented By: Christine Yun Sauer
Represented By: David B. Rochelson
Represented By: John G. Emerson
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: John H. Cottrell
Represented By: Aaron M. Sheanin
Represented By: Amanda Grace Fiorilla
Represented By: Anthony Michael Christina
Represented By: Christian Levis
Represented By: Christine Yun Sauer
Represented By: David B. Rochelson
Represented By: John G. Emerson
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: David Lumb
Represented By: Amanda Grace Fiorilla
Represented By: Aaron M. Sheanin
Represented By: Anthony Michael Christina
Represented By: Christian Levis
Represented By: Christine Yun Sauer
Represented By: David B. Rochelson
Represented By: John G. Emerson
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: William B. Cottrell
Represented By: Aaron M. Sheanin
Represented By: Amanda Grace Fiorilla
Represented By: Anthony Michael Christina
Represented By: Christian Levis
Represented By: Christine Yun Sauer
Represented By: David B. Rochelson
Represented By: John G. Emerson
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]
Plaintiff: Daisy Hodson
Represented By: Aaron M. Sheanin
Represented By: Amanda Grace Fiorilla
Represented By: Anthony Michael Christina
Represented By: Christian Levis
Represented By: Christine Yun Sauer
Represented By: David B. Rochelson
Represented By: John G. Emerson
Search News [ Google News | Marketwatch | Wall Street Journal | Financial Times | New York Times ]
Search Finance [ Google Finance | Yahoo Finance | Hoovers | SEC Edgar Filings ]
Search Web [ Unicourt | Justia Dockets | Legal Web | Google | Bing | Yahoo | Ask ]

Disclaimer: Justia Dockets & Filings provides public litigation records from the federal appellate and district courts. These filings and docket sheets should not be considered findings of fact or liability, nor do they necessarily reflect the view of Justia.

Why Is My Information Online?