Wheeler v. Waddell & Reed Financial, Inc. et al
Plaintiff: Jacob Wheeler
Defendant: James A. Jessee, Kathrine M.A. Kline, Dennis E. Logue, Michael F. Morrissey, Philip J. Sanders, Sharilyn S. Gasaway, Waddell & Reed Financial, Inc., Kathie J. Andrade, Thomas C. Godlasky and Jerry W. Walton
Case Number: 5:2021cv01326
Filed: February 24, 2021
Court: US District Court for the Northern District of California
Presiding Judge: Beth Labson Freeman
Nature of Suit: Securities/Commodities
Jury Demanded By: Plaintiff
Docket Report

This docket was last retrieved on February 25, 2021. A more recent docket listing may be available from PACER.

Date Filed Document Text
February 25, 2021 Filing 6 Summons Issued as to Kathie J. Andrade, Sharilyn S. Gasaway, Thomas C. Godlasky, James A. Jessee, Kathrine M.A. Kline, Dennis E. Logue, Michael F. Morrissey, Philip J. Sanders, Waddell & Reed Financial, Inc., Jerry W. Walton. (sfbS, COURT STAFF) (Filed on 2/25/2021)
February 25, 2021 Filing 5 Initial Case Management Scheduling Order with ADR Deadlines: Notice: The assigned judge participates in the Cameras in the Courtroom Pilot Project. See General Order No. 65 and http://cand.uscourts.gov/cameras. Case Management Statement due by 6/17/2021. Initial Case Management Conference set for 6/24/2021 11:00 AM in San Jose, Courtroom 3, 5th Floor. (Attachments: #1 Notice of Eligibility for Video Recording)(sfbS, COURT STAFF) (Filed on 2/25/2021)
February 25, 2021 Filing 4 Case assigned to Judge Beth Labson Freeman. 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. (mbcS, COURT STAFF) (Filed on 2/25/2021)
February 24, 2021 Filing 3 Certificate of Interested Entities by Jacob Wheeler re #1 Complaint, (Elkins, Joel) (Filed on 2/24/2021)
February 24, 2021 Filing 2 Proposed Summons. (Attachments: #1 List of Defendants)(Elkins, Joel) (Filed on 2/24/2021)
February 24, 2021 Filing 1 COMPLAINT against Kathie J. Andrade, Sharilyn S. Gasaway, Thomas C. Godlasky, James A. Jessee, Kathrine M.A. Kline, Dennis E. Logue, Michael F. Morrissey, Philip J. Sanders, Waddell & Reed Financial, Inc., Jerry W. Walton ( Filing fee $ 402, receipt number 0971-15616951.). Filed byJacob Wheeler. (Attachments: #1 Civil Cover Sheet)(Elkins, Joel) (Filed on 2/24/2021)

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Search for this case: Wheeler v. Waddell & Reed Financial, Inc. et al
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Defendant: James A. Jessee
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Defendant: Kathrine M.A. Kline
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Defendant: Dennis E. Logue
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Defendant: Michael F. Morrissey
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Defendant: Philip J. Sanders
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Defendant: Sharilyn S. Gasaway
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Defendant: Waddell & Reed Financial, Inc.
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Defendant: Kathie J. Andrade
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Defendant: Thomas C. Godlasky
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Defendant: Jerry W. Walton
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Plaintiff: Jacob Wheeler
Represented By: Joel E. Elkins
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