In re Okta, Inc. Securities Litigation
| City of Miami Fire Fighters and Police Officers Retirement Trust |
| Okta, Inc., Todd McKinnon, Brett Tighe, Michael Kourey, William E. Losch, David Bradbury and Frederic Kerrest |
| Nebraska Investment Council and Dr. Kathryn M. Flynn |
| Rachele Byrd |
| 3:2022cv02990 |
| May 20, 2022 |
| US District Court for the Northern District of California |
| Susan Illston |
| Securities/Commodities |
| Plaintiff |
Docket Report
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This docket was last retrieved on April 4, 2023. A more recent docket listing may be available from PACER.
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Filing 74
TRANSCRIPT ORDER for proceedings held on 3/17/2023 before Judge Susan Illston by Nebraska Investment Council, for Court Reporter Marla Knox. (Manningham, Nicholas) (Filed on 4/4/2023)
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Filing 73
ORDER GRANTING IN PART AND DENYING IN PART DEFENDANTS' MOTION TO DISMISS (adding due date) (Illston, Susan) (Filed on 3/31/2023)
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Filing 72
GRANTING IN PART AND DENYING IN PART DEFENDANTS' MOTION TO DISMISS (Illston, Susan) (Filed on 3/31/2023)
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Filing 71
TRANSCRIPT ORDER for proceedings held on 3/17/2023 before Judge Susan Illston by Frederic Kerrest, Todd McKinnon, Okta, Inc., Brett Tighe, for Court Reporter Marla Knox. (Sze, Wesley) (Filed on 3/20/2023)
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Filing 70
Minute Entry for proceedings held via Zoom webinar before Judge Susan Illston: Motion Hearing held on 3/17/2023 re #56 MOTION to Dismiss Amended Complaint; Memorandum of Points and Authorities in Support Thereof filed by Frederic Kerrest, Okta, Inc., Brett Tighe, Todd McKinnon. Total Time in Court: 33 Minutes. Court Reporter: Marla Knox. Plaintiff Attorney: James Christie. Defendant Attorney: Brian Lutz, Wesley Sze. (ec, COURT STAFF) (Date Filed: 3/20/2023)
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Filing 69
Supplemental Declaration of BRIAN M. LUTZ in Support of #68 Reply to Opposition/Response, #58 Declaration in Support filed by Frederic Kerrest, Todd McKinnon, Okta, Inc., Brett Tighe. (Attachments: #1 Exhibit 2A, #2 Exhibit 4A)(Related document(s) #68 , #58 ) (Lutz, Brian) (Filed on 2/17/2023) Modified on 2/17/2023 (slh, COURT STAFF).
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Filing 68
REPLY in Support (re #56 MOTION to Dismiss Amended Complaint) filed by Frederic Kerrest, Todd McKinnon, Okta, Inc., Brett Tighe. (Lutz, Brian) (Filed on 2/17/2023) Modified on 2/17/2023 (slh, COURT STAFF).
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Filing 67
CLERK'S NOTICE CONTINUING CASE MANAGEMENT CONFERENCE: Joint Case Management Statement due by 4/21/2023. Further and Initial Case Management Conferences CONTINUED TO 4/28/2023 at 03:00 PM - Videoconference Only. This proceeding will be held via a Zoom webinar.ZOOM REGISTRATION: 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 sicrd@cand.uscourts.gov no later than 4/19/2023 at 3 pm.Webinar Access: All counsel, members of the public, and media may access the webinar information at #https://www.cand.uscourts.gov/si 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/. Case Management Stateme nt due by 4/21/2023. Initial Case Management Conference set for 4/28/2023 03:00 PM in San Francisco, - Videoconference Only. (ec, COURT STAFF) (Filed on 2/9/2023). (This is a text-only entry generated by the court. There is no document associated with this entry.)
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Filing 66
Order by Judge Susan Illston granting (65) Motion to Relate Case in case 3:22-cv-02990-SI.Associated Cases: 3:22-cv-02990-SI, 3:22-cv-07480-VC, 3:22-cv-08627-JSC(ec, COURT STAFF) (Filed on 2/9/2023)
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Filing 65
ADMINISTRATIVE MOTION PURSUANT TO CIVIL L.R. 3-12 TO CONSIDER WHETHER CASES SHOULD BE RELATED filed by Rachele Byrd. (Attachments: #1 Declaration Declaration of Rachele R. Byrdin Support of Plaintiff Ryan ODells Administrative Motion Pursuant to Civil L.R. 3-12 to Consider Whether Cases Should be Related, #2 Proposed Order [Proposed] Order Granting Plaintiff Ryan ODells Administrative Motion Pursuant to Civil L.R. 3-12 to Consider Whether Cases Should be Related)(Byrd, Rachele) (Filed on 2/1/2023)
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Filing 64
Order by Judge Susan Illston granting #63 Motion for Pro Hac Vice of James T. Christie.(ec, COURT STAFF) (Filed on 1/20/2023)
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Filing 63
MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 317, receipt number ACANDC-17912131.) filed by Nebraska Investment Council. (Christie, James) (Filed on 1/19/2023)
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Filing 62
CLERK'S NOTICE SETTING ZOOM HEARING & REGISTRATION: The Motion to Dismiss Hearing set for 3/17/2023 is 10:00 AM - Videoconference Only before Judge Susan Illston. This proceeding will be held via a Zoom webinar.ZOOM REGISTRATION: 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 sicrd@cand.uscourts.gov no later than 3/8/2023 at 2 pm.Webinar Access: All counsel, members of the public, and media may access the webinar information at #https://www.cand.uscourts.gov/si & /p&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 3/17/2023 10:00 AM in San Francisco, - Videoconf erence Only before Judge Susan Illston. (ec, COURT STAFF) (Filed on 1/18/2023). (This is a text-only entry generated by the court. There is no document associated with this entry.)
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Filing 61
OPPOSITION/RESPONSE (re #56 MOTION to Dismiss Amended Complaint; Memorandum of Points and Authorities in Support Thereof ) filed byNebraska Investment Council. (Canty, Michael) (Filed on 1/12/2023)
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Filing 60
Order by Judge Susan Illston granting #59 Motion for Pro Hac Vice of Nicholas Manningham.(ec, COURT STAFF) (Filed on 1/10/2023)
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Filing 59
MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 317, receipt number ACANDC-17885482.) filed by Nebraska Investment Council. (Manningham, Nicholas) (Filed on 1/10/2023)
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Filing 58
Declaration in Support of #57 Request for Judicial Notice, #56 MOTION to Dismiss Amended Complaint; Memorandum of Points and Authorities in Support Thereof filed byFrederic Kerrest, Todd McKinnon, Okta, Inc., Brett Tighe. (Attachments: #1 Exhibit 1, #2 Exhibit 2, #3 Exhibit 3, #4 Exhibit 4, #5 Exhibit 5, #6 Exhibit 6, #7 Exhibit 7, #8 Exhibit 8, #9 Exhibit 9)(Related document(s) #57 , #56 ) (Lutz, Brian) (Filed on 12/1/2022)
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Filing 57
Request for Judicial Notice in Support of re #56 MOTION to Dismiss Amended Complaint; Memorandum of Points and Authorities in Support Thereof filed byFrederic Kerrest, Todd McKinnon, Okta, Inc., Brett Tighe. (Related document(s) #56 ) (Lutz, Brian) (Filed on 12/1/2022)
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Filing 56
MOTION to Dismiss Amended Complaint; Memorandum of Points and Authorities in Support Thereof filed by Frederic Kerrest, Todd McKinnon, Okta, Inc., Brett Tighe. Motion Hearing set for 3/17/2023 10:00 AM in San Francisco, Courtroom 01, 17th Floor before Judge Susan Illston. Responses due by 1/12/2023. Replies due by 2/17/2023. (Attachments: #1 Proposed Order)(Lutz, Brian) (Filed on 12/1/2022)
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Filing 55
NOTICE of Appearance by Jason Jacob Mendro (Mendro, Jason) (Filed on 12/1/2022)
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Filing 54
Order by Judge Susan Illston granting #53 Stipulation.(ec, COURT STAFF) (Filed on 10/25/2022)
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Filing 53
STIPULATION WITH PROPOSED ORDER Regarding Page Limits and Caption filed by Frederic Kerrest, Todd McKinnon, Okta, Inc., Brett Tighe. (Lutz, Brian) (Filed on 10/25/2022)
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Filing 52
NOTICE of Appearance by Wesley Sze for Defendant Frederic Kerrest (Sze, Wesley) (Filed on 10/25/2022)
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Filing 51
NOTICE of Appearance by Brian Michael Lutz for Defendant Frederic Kerrest (Lutz, Brian) (Filed on 10/25/2022)
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Filing 50
Summons Issued as to Frederic Kerrest. (tn, COURT STAFF) (Filed on 10/14/2022)
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Filing 49
Proposed Summons. (Canty, Michael) (Filed on 10/13/2022)
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Filing 48
Amended Class Action Complaint for Violations of the Federal Securities Laws; Demand for Jury Trial against Todd McKinnon, Okta, Inc., Brett Tighe, Frederic Kerrest. Filed by Nebraska Investment Council. (Attachments: #1 Exhibit A)(Canty, Michael) (Filed on 10/13/2022)
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Filing 47
Order by Judge Susan Illston granting #46 Motion for Pro Hac Vice of Michael P. Canty.(ec, COURT STAFF) (Filed on 10/3/2022)
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Filing 46
MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 317, receipt number ACANDC-17586938.) filed by Nebraska Investment Council. (Attachments: #1 Certificate of Good Standing)(Canty, Michael) (Filed on 10/3/2022)
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Filing 45
Order by Judge Susan Illston granting #43 Motion for Pro Hac Vice of Charles Stiene.(ec, COURT STAFF) (Filed on 9/29/2022)
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Filing 44
Order by Judge Susan Illston granting #42 Motion for Pro Hac Vice of Thomas Hoffman.(ec, COURT STAFF) (Filed on 9/29/2022)
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Filing 43
MOTION for leave to appear in Pro Hac Vice, (Filing Fee: $317.00, receipt number ACANDC-17578597) filed by Nebraska Investment Council. (Attachments: #1 Certificate of Good Standing)(Stiene, Charles) (Filed on 9/29/2022)
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Filing 42
MOTION for leave to appear in Pro Hac Vice, (Filing Fee: $317.00, receipt number ACANDC-17578502) filed by Nebraska Investment Council. (Attachments: #1 Exhibit Certificate of Good Standing)(Hoffman, Thomas) (Filed on 9/29/2022)
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Filing 41
Order by Judge Susan Illston granting #40 Stipulation Re: Briefing Schedule. Amended Pleadings due by 10/13/2022. Motions due by 12/1/2022. Oppositions due by 1/12/2023.Replies due by 2/17/2023. Motion Hearing set for 3/10/2023 at 10:00 AM in San Francisco, Courtroom 01, 17th Floor before Judge Susan Illston.Joint Case Management Statement due by 3/17/2023. Initial Case Management Conference set for 3/24/2023 02:30 PM in San Francisco, - Videoconference Only. (ec, COURT STAFF) (Filed on 9/12/2022)
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Filing 40
STIPULATION WITH PROPOSED ORDER Regarding Briefing Schedule filed by Nebraska Investment Council. (McConville, Francis) (Filed on 9/9/2022)
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Filing 39
ORDER APPOINTING LEAD PLAINTIFF AND LEAD COUNSEL granting #14 Motion to Appoint Lead Plaintiff and Lead Counsel ; denying #28 Motion to Appoint Lead Plaintiff and Lead Counsel. (Illston, Susan) (Filed on 8/26/2022)
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Filing 38
Minute Entry for proceedings held via Zoom webinar before Judge Susan Illston: Motion Hearing held on 8/26/2022 re #28 MOTION to Appoint Lead Plaintiff and Lead Counsel and #14 MOTION to Appoint Lead Plaintiff and Lead Counsel . Total Time in Court: 5 Minutes. Court Reporter: Joan Columbini. Plaintiff Attorney: Francis McConville. Defendant Attorney: Brian Lutz. (ec, COURT STAFF) (Date Filed: 8/26/2022)
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Filing 37
Order by Judge Susan Illston granting #36 Motion for Pro Hac Vice of Francis McConville.(ec, COURT STAFF) (Filed on 8/24/2022)
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Filing 36
MOTION for leave to appear in Pro Hac Vice (Filing fee $ 317, receipt number ACANDC-17471801) filed by Nebraska Investment Council. (McConville, Francis) (Filed on 8/24/2022)
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Filing 35
Notice of Withdrawal of Motion for Appointment as Lead Plaintiff (ECF 22) (Myers, Danielle) (Filed on 8/23/2022)
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Filing 34
CLERK'S NOTICE SETTING ZOOM HEARING & REGISTRATION DEADLINE: The Motions to Appoint Lead Plaintiff and Counsel #14 , #22 , #28 Hearings set for 8/26/2022 at 10:00 AM - Videoconference Only before Judge Susan Illston. This proceeding will be held via a Zoom webinar.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 sicrd@cand.uscourts.gov no later than 8/23/2022 at 2 p.m..Webinar Access: All counsel, members of the public, and media may access the webinar information at #https://www.cand.uscourts.gov/si General Order 58. Persons granted access to court proceedings held by telephone or videoconference are reminded that photographing, recording, and rebroadcasting of court proceedin gs, 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 8/26/2022 10:00 AM in San Francisco, - Videoconference Only before Judge Susan Illston. (ec, COURT STAFF) (Filed on 8/22/2022). (This is a text-only entry generated by the court. There is no document associated with this entry.)
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Filing 33
NOTICE by Nebraska Investment Council re #14 MOTION to Appoint Lead Plaintiff and Lead Counsel . Notice that the Nebraska Investment Council Motion for Appointment as Lead Plaintiff and Approval of Selection of Lead Counsel is Unopposed (Wagstaffe, James) (Filed on 8/2/2022)
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Filing 32
OPPOSITION/RESPONSE (re #28 MOTION to Appoint Lead Plaintiff and Lead Counsel , #14 MOTION to Appoint Lead Plaintiff and Lead Counsel ) filed byDr. Kathryn M. Flynn. (Myers, Danielle) (Filed on 8/2/2022)
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Filing 31
Statement of Non-Opposition re #28 MOTION to Appoint Lead Plaintiff and Lead Counsel filed byCity of Miami Fire Fighters and Police Officers Retirement Trust. (Related document(s) #28 ) (Pafiti, Jennifer) (Filed on 7/28/2022)
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Filing 30
Certification of Interested Entities or Persons Pursuant to Local Rule 3-15 filed by City of Miami Fire Fighters and Police Officers Retirement Trust re #28 MOTION to Appoint Lead Plaintiff and Lead Counsel (Pafiti, Jennifer) (Filed on 7/19/2022)
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Filing 29
CERTIFICATE of Counsel re #28 MOTION to Appoint Lead Plaintiff and Lead Counsel by Jennifer Pafiti on behalf of City of Miami Fire Fighters and Police Officers Retirement Trust (Pafiti, Jennifer) (Filed on 7/19/2022)
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Filing 28
MOTION to Appoint Lead Plaintiff and Lead Counsel filed by City of Miami Fire Fighters and Police Officers Retirement Trust. Motion Hearing set for 8/26/2022 10:00 AM in San Francisco, Courtroom 01, 17th Floor before Judge Susan Illston. Responses due by 8/2/2022. Replies due by 8/9/2022. (Attachments: #1 Proposed Order, #2 Declaration of Jennifer Pafiti, #3 Exhibit A - Loss Chart, #4 Exhibit B - Press Release, #5 Exhibit C - Certification and Schedule A, #6 Exhibit D - Firm Resume)(Pafiti, Jennifer) (Filed on 7/19/2022)
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Filing 27
CERTIFICATE of Counsel Pursuant to Local Rule 3-7(d) by Juan Carlos Sanchez on behalf of Dr. Kathryn M. Flynn (Sanchez, Juan) (Filed on 7/19/2022)
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Filing 26
CERTIFICATE of Counsel Pursuant to Local Rule 3-7(d) by Danielle Suzanne Myers on behalf of Dr. Kathryn M. Flynn (Myers, Danielle) (Filed on 7/19/2022)
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Filing 25
CERTIFICATE of Counsel Pursuant to Local Rule 3-7(d) by Shawn A. Williams on behalf of Dr. Kathryn M. Flynn (Williams, Shawn) (Filed on 7/19/2022)
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Filing 24
CERTIFICATE of Counsel Pursuant to Local Rule 3-7(d) by Tricia Lynn McCormick on behalf of Dr. Kathryn M. Flynn (McCormick, Tricia) (Filed on 7/19/2022)
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Filing 23
Certification of Interested Entities or Persons filed by Dr. Kathryn M. Flynn (McCormick, Tricia) (Filed on 7/19/2022)
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Filing 22
MOTION to Appoint Lead Plaintiff and Lead Counsel ; Memorandum of Law in Support Thereof filed by Dr. Kathryn M. Flynn. Motion Hearing set for 8/26/2022 10:00 AM in San Francisco, Courtroom 01, 17th Floor before Judge Susan Illston. Responses due by 8/2/2022. Replies due by 8/9/2022. (Attachments: #1 Declaration of Tricial L. McCormick in Support, #2 Exhibit A - Certification, #3 Exhibit B - Estimate of losses, #4 Exhibit C - Dr. Flynn's Declaration, #5 Proposed Order)(McCormick, Tricia) (Filed on 7/19/2022)
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Filing 21
NOTICE of Appearance by Tricia Lynn McCormick (McCormick, Tricia) (Filed on 7/19/2022)
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Filing 20
CERTIFICATE of Counsel re #14 MOTION to Appoint Lead Plaintiff and Lead Counsel re: Francis P. McConville by James Matthew Wagstaffe on behalf of Nebraska Investment Council (Wagstaffe, James) (Filed on 7/19/2022)
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Filing 19
CERTIFICATE of Counsel re #14 MOTION to Appoint Lead Plaintiff and Lead Counsel re: Eric J. Belfi by James Matthew Wagstaffe on behalf of Nebraska Investment Council (Wagstaffe, James) (Filed on 7/19/2022)
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Filing 18
CERTIFICATE of Counsel re #14 MOTION to Appoint Lead Plaintiff and Lead Counsel re: Christopher J. Keller by James Matthew Wagstaffe on behalf of Nebraska Investment Council (Wagstaffe, James) (Filed on 7/19/2022)
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Filing 17
CERTIFICATE of Counsel re #14 MOTION to Appoint Lead Plaintiff and Lead Counsel re: Frank Busch by James Matthew Wagstaffe on behalf of Nebraska Investment Council (Wagstaffe, James) (Filed on 7/19/2022)
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Filing 16
CERTIFICATE of Counsel re #14 MOTION to Appoint Lead Plaintiff and Lead Counsel by James Matthew Wagstaffe on behalf of Nebraska Investment Council (Wagstaffe, James) (Filed on 7/19/2022)
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Filing 15
Certificate of Interested Entities by Nebraska Investment Council re #14 MOTION to Appoint Lead Plaintiff and Lead Counsel (Wagstaffe, James) (Filed on 7/19/2022)
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Filing 14
MOTION to Appoint Lead Plaintiff and Lead Counsel filed by Nebraska Investment Council. Motion Hearing set for 8/26/2022 10:00 AM in San Francisco, Courtroom 01, 17th Floor before Judge Susan Illston. Responses due by 8/2/2022. Replies due by 8/9/2022. (Attachments: #1 Declaration of James M. Wagstaffe, #2 Exhibit A - Certification, #3 Exhibit B - Loss Analysis, #4 Exhibit C - Notice, #5 Exhibit D - Labaton Sucharow Firm Resume, #6 Exhibit E - WVBR Firm Resume, #7 Proposed Order)(Wagstaffe, James) (Filed on 7/19/2022)
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Filing 13
Corporate Disclosure Statement by Okta, Inc. (Lutz, Brian) (Filed on 6/16/2022)
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Filing 12
Certification of Interested Parties filed by Okta, Inc. (Lutz, Brian) (Filed on 6/16/2022)
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Filing 11
Order by Judge Susan Illston granting #9 Stipulation Regarding Scheduling.(ec, COURT STAFF) (Filed on 6/14/2022)
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Filing 10
CLERK'S NOTICE CONTINUING INITIAL CASE MANAGEMENT CONFERENCE: Joint Case Management Statement due by 10/14/2022. Initial Case Management Conference CONTINUED TO 10/21/2022 at 02:30 PM - To be determined. (ec, COURT STAFF) (Filed on 6/14/2022). (This is a text-only entry generated by the court. There is no document associated with this entry.)
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Filing 9
STIPULATION WITH PROPOSED ORDER Regarding Scheduling filed by David Bradbury, Michael Kourey, William E. Losch, Todd McKinnon, Okta, Inc., Brett Tighe. (Lutz, Brian) (Filed on 6/13/2022)
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Filing 8
NOTICE of Appearance by Wesley Sze (Sze, Wesley) (Filed on 6/13/2022)
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Filing 7
NOTICE of Appearance by Brian Michael Lutz (Lutz, Brian) (Filed on 6/13/2022)
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Filing 6
NOTICE by City of Miami Fire Fighters and Police Officers Retirement Trust re Notice of Publication of Notice of Pendency of Action (Attachments: #1 Exhibit A)(Pafiti, Jennifer) (Filed on 6/13/2022) ).
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Filing 5
Summons Issued as to Defendants David Bradbury, Michael Kourey, William E. Losch, Todd McKinnon, Okta, Inc., Brett Tighe. (tn, COURT STAFF) (Filed on 5/23/2022)
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Filing 4
INITIAL CASE MANAGEMENT SCHEDULING ORDER SEC CLASS ACTION Notice: The assigned judge participates in the Cameras in the Courtroom Pilot Project. See General Order No. 65 and http://cand.uscourts.gov/cameras. SEC Class Action Notice due by 6/13/2022. Joint Case Management Statement due by 8/19/2022. Initial Case Management Conference set for 8/26/2022 at 2:30 PM in San Francisco, Courtroom 01, 17th Floor. (tn, COURT STAFF) (Filed on 5/23/2022)
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Filing 3
Case assigned to Judge Susan Illston. 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. (jlg, COURT STAFF) (Filed on 5/20/2022)
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Filing 2
Proposed Summons. (Pafiti, Jennifer) (Filed on 5/20/2022)
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Filing 1
CLASS ACTION COMPLAINT FOR VIOLATIONS OF THE FEDERAL SECURITIES LAWS AND DEMAND FOR JURY TRIAL against David Bradbury, Michael Kourey, William E. Losch, Todd McKinnon, Okta, Inc., Brett Tighe, (Filing Fee: $402.00, receipt number ACANDC-17194699). Filed by City of Miami Fire Fighters and Police Officers Retirement Trust. (Attachments: #1 Certification, #2 Schedule A, #3 Civil Cover Sheet)(Pafiti, Jennifer) (Filed on 5/20/2022) Modified on 5/23/2022 (tn, COURT STAFF).
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