Osborne Partners Capital Management, LLC v. Whisler et al
| Osborne Partners Capital Management, LLC |
| Lia Whisler and Parallel Advisors, LLC |
| 3:2022cv02689 |
| May 4, 2022 |
| US District Court for the Northern District of California |
| Richard Seeborg |
| Joseph C Spero |
| Defend Trade Secrets Act (of 2016) |
| Plaintiff |
Docket Report
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This docket was last retrieved on June 22, 2022. A more recent docket listing may be available from PACER.
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| Filing 30 NOTICE of Voluntary Dismissal by Osborne Partners Capital Management, LLC (Borden, Matthew) (Filed on 6/22/2022) |
Filing 29
STIPULATION AND ORDER RE #28 Further Stipulation to Continue Hearing and Briefing Schedule AS MODIFIED BY THE COURT. Motion Hearing set for July 14, 2022 at 01:30 PM in San Francisco, - Videoconference Only before Judge Richard Seeborg.Signed by Judge Richard Seeborg on 6/3/2022. (cl, COURT STAFF) (Filed on 6/3/2022)
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| Filing 28 STIPULATION WITH PROPOSED ORDER Further Stipulation to Continue Hearing and Briefing Schedule filed by Parallel Advisors, LLC. (Romeo, Mark) (Filed on 6/3/2022) |
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Filing 27
STIPULATION AND ORDER RE #26 to Continue Hearing and Briefing Schedule. Motion Hearing set for 6/23/2022 at 01:30 PM in San Francisco, - Videoconference Only before Judge Richard Seeborg. Signed by Judge Richard Seeborg on 5/20/2022. (cl, COURT STAFF) (Filed on 5/20/2022)
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| Filing 26 STIPULATION WITH PROPOSED ORDER to Continue Hearing and Briefing Schedule filed by Parallel Advisors, LLC. (Romeo, Mark) (Filed on 5/19/2022) |
| Filing 25 Notice of Reference and ORDER re: Discovery Procedures.. Signed by Chief Magistrate Judge Joseph C. Spero on 5/11/2022. (klh, COURT STAFF) (Filed on 5/11/2022) |
| Filing 24 Transcript of Proceedings held on 05-09-2022, before Judge Richard Seeborg. Court Reporter Teri Veres, RMR, CRR, telephone number 602-322-7251; e-mail; teri_veres@azd.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 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 #22 Transcript Order ) Release of Transcript Restriction set for 8/9/2022. (Related documents(s) #22 ) (Veres, Teri) (Filed on 5/11/2022) |
| Filing 23 NOTICE of Appearance by Matthew Allen Berliner (Berliner, Matthew) (Filed on 5/10/2022) |
| #Electronic filing error. The firm name and address for attorney Matthew Allen Berliner has been updated. In future, attorney is reminded to update the profile or any change of information in the database. Corrected by Clerk's Office. No further action is necessary. Re: #23 Notice of Appearance filed by Lia Whisler. (mcl, COURT STAFF) (Filed on 5/10/2022) |
| CASE REFERRED to Magistrate Judge Joseph C. Spero for Discovery. (mkl, COURT STAFF) (Filed on 5/10/2022) |
| Filing 22 TRANSCRIPT ORDER for proceedings held on 5/9/2022 before Judge Richard Seeborg by Osborne Partners Capital Management, LLC, for Court Reporter Terri Hourigan. (Borden, Matthew) (Filed on 5/9/2022) |
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Filing 21
ORDER by Chief Judge Richard Seeborg denying #7 Motion for TRO; granting motion for expedited discovery, as modified and limited, for Plaintiff and Defendants; setting expedited discovery and briefing schedule for any motion for a preliminary injunction; referring any future discovery disputes to a randomly assigned magistrate judge; granting #10 Motion to Remove Incorrectly Filed Document. (rslc2, COURT STAFF) (Filed on 5/9/2022)
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| Filing 20 Minute Entry for proceedings held before Judge Richard Seeborg: Motion Hearing held on 5/9/2022 re #7 Ex Parte MOTION for Temporary Restraining Order. Motion taken under submission. Court to issue an order.Total Time in Court: 45 minutes. Court Reporter: Teri Veres. Plaintiff Attorney: Matthew Borden, Andrew Levine.Defendant Attorney: Matthew Berliner, Mark Romeo, Derek Hecht. (This is a text-only entry generated by the court. There is no document associated with this entry.) (cl, COURT STAFF) (Date Filed: 5/9/2022) |
| Filing 19 SUMMONS Returned Executed by Osborne Partners Capital Management, LLC. Lia Whisler served on 5/7/2022, answer due 5/31/2022. (Borden, Matthew) (Filed on 5/9/2022) |
| Filing 18 OPPOSITION/RESPONSE (re #7 Ex Parte MOTION for Temporary Restraining Order ) filed byParallel Advisors, LLC. (Attachments: #1 Declaration of Mark A. Romeo, #2 Declaration of Lia Whisler, #3 Declaration of Sangeetha Srinivasan)(Romeo, Mark) (Filed on 5/6/2022) |
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Filing 17
SCHEDULING ORDER. Defendants' response to Plaintiff's motion for a TRO and expedited discovery shall now be due by 3:30 pm today, May 6, 2022. The hearing on that motion shall be on May 9, 2022, at 10:00 am. Signed by Chief Judge Richard Seeborg on May 6, 2022. (rslc2, COURT STAFF) (Filed on 5/6/2022)
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| Filing 16 SUMMONS Returned Executed by Osborne Partners Capital Management, LLC. Parallel Advisors, LLC served on 5/5/2022, answer due 5/26/2022. (Borden, Matthew) (Filed on 5/5/2022) |
| Filing 15 CLERKS NOTICE RESETTING THE TIME ON MOTION HEARING AND SETTING ZOOM HEARING. Motion Hearing set for 5/9/2022 at 10:00 AM (previously set for 2:00 pm) in San Francisco, - Videoconference Only before Judge Richard Seeborg. 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/rs Cou rt 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 RSCRD@CAND.USCOURTS.GOV no later than May 6, 2022 at 12:00 pm.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/. (T his is a text-only entry generated by the court. There is no document associated with this entry.) (cl, COURT STAFF) (Filed on 5/5/2022) |
| Filing 14 CLERKS NOTICE SETTING ZOOM HEARING. Motion Hearing set for 5/9/2022 at 02:00 PM in San Francisco, - Videoconference Only before Judge Richard Seeborg. 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/rs 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 RSCRD@CAND.USCOURTS.GOV no later than May 6, 2022 at 12:00 pm.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/. Motion Hearing set for 5/9/2022 02:00 PM in San Francisco, - Videoconference On ly before Judge Richard Seeborg. (This is a text-only entry generated by the court. There is no document associated with this entry.) (cl, COURT STAFF) (Filed on 5/5/2022) |
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Filing 13
SCHEDULING ORDER: Defendants' response to the Motion for a TRO and expedited discovery shall be due by May 6, 2022, at 2:00 pm. The motion shall be heard by videoconference on May 9, 2022, at 2:00 pm. Signed by Chief Judge Richard Seeborg on May 5, 2022. (rslc2, COURT STAFF) (Filed on 5/5/2022)
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Filing 12
ORDER REASSIGNING CASE. Case reassigned using a proportionate, random, and blind system pursuant to General Order No. 44 to Judge Richard Seeborg for all further proceedings. Magistrate Judge Joseph C. Spero no longer assigned to case. Signed by Clerk on 05/05/2022. (jlg, COURT STAFF) (Filed on 5/5/2022)
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| Filing 11 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. (klh, COURT STAFF) (Filed on 5/5/2022) |
| Filing 10 MOTION to Remove Incorrectly Filed Document filed by Osborne Partners Capital Management, LLC. (Borden, Matthew) (Filed on 5/5/2022) |
| Filing 9 EXHIBITS CORRECTION OF DOCKET # [7-17] filed byOsborne Partners Capital Management, LLC. (Borden, Matthew) (Filed on 5/4/2022) |
| Filing 8 Certificate of Interested Entities by Osborne Partners Capital Management, LLC identifying Other Affiliate Focus Financial Partners for Osborne Partners Capital Management, LLC. (Borden, Matthew) (Filed on 5/4/2022) |
| Filing 7 Ex Parte MOTION for Temporary Restraining Order filed by Osborne Partners Capital Management, LLC. (Attachments: #1 Memorandum of Points and Authorities, #2 Declaration of Matthew Borden, #3 Exhibit 1 to Declaration of Matthew Borden, #4 Exhibit 2 to Declaration of Matthew Borden, #5 Exhibit 3 to Declaration of Matthew Borden, #6 Exhibit 4 to Declaration of Matthew Borden, #7 Exhibit 5 to Declaration of Matthew Borden, #8 Exhibit 6 to Declaration of Matthew Borden, #9 Declaration of Sonia J. Von Berg, #10 Exhibit 1 to Declaration of Sonia J. Von Berg, #11 Exhibit 2 to Declaration of Sonia J. Von Berg, #12 Exhibit 3 to Declaration of Sonia J. Von Berg, #13 Exhibit 4 to Declaration of Sonia J. Von Berg, #14 Exhibit 5 to Declaration of Sonia J. Von Berg, #15 Exhibit 6 to Declaration of Sonia J. Von Berg, #16 Exhibit 7 to Declaration of Sonia J. Von Berg, #17 Exhibit 8 to Declaration of Sonia J. Von Berg Temporarily locked at request of filing party., #18 Exhibit 9 to Declaration of Sonia J. Von Berg, #19 Exhibit 10 to Declaration of Sonia J. Von Berg, #20 Proposed Order)(Borden, Matthew) (Filed on 5/4/2022) Modified on 5/5/2022 (wsn, COURT STAFF). (Attachment 17 replaced on 5/10/2022) (wsn, COURT STAFF). |
| Filing 6 CONSENT/DECLINATION to Proceed Before a US Magistrate Judge by Osborne Partners Capital Management, LLC.. (Borden, Matthew) (Filed on 5/4/2022) |
| Filing 5 Summons Issued as to Parallel Advisors, LLC, Lia Whisler. (mcl, COURT STAFF) (Filed on 5/4/2022) |
| Filing 4 Initial Case Management Scheduling Order with ADR Deadlines: Case Management Statement due by 7/29/2022. Initial Case Management Conference set for 8/5/2022 02:00 PM. (mcl, COURT STAFF) (Filed on 5/4/2022) |
| Filing 3 Case assigned to Magistrate Judge Joseph C. Spero. 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. A scheduling order will be sent by Notice of Electronic Filing (NEF) within two business days. Consent/Declination due by 5/18/2022. (mbc, COURT STAFF) (Filed on 5/4/2022) |
| Filing 2 Proposed Summons. (Borden, Matthew) (Filed on 5/4/2022) |
| Filing 1 COMPLAINT against All Defendants ( Filing fee $ 402, receipt number ACANDC-17145492.). Filed byOSBORNE PARTNERS CAPITAL MANAGEMENT, LLC. (Attachments: #1 Civil Cover Sheet)(Borden, Matthew) (Filed on 5/4/2022) |
| #Electronic filing error. Filer is reminded not to enter parties' names in capitalized letters. Corrected by Clerk's Office. No further action is necessary. Re:[ 1] Complaint filed by Osborne Partners Capital Management, LLC. (mcl, COURT STAFF) (Filed on 5/4/2022) |
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