Lockheed Martin Corporation v. Bruce Konya
Petitioner: LOCKHEED MARTIN CORPORATION, AMERICAN COUNCIL OF LIFE INSURERS, AMERICAN BENEFITS COUNCIL, CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA and ERISA INDUSTRY COMMITTEE
Respondent: BRUCE KONYA, SIMON SHIFF, STEPHEN SCHWARZ and DIANA VASQUEZ, individually and as representatives of a class of participants and beneficiaries on behalf of the Lockheed MArtin Corporation Salaried Employee Retirement Program and the Lockheed Martin Aerospace Hourly Pension Plan
Case Number: 25-180
Filed: August 4, 2025
Court: U.S. Court of Appeals, Fourth Circuit
Nature of Suit: Other
Docket Report

This docket was last retrieved on September 10, 2025. A more recent docket listing may be available from PACER.

Date Filed Document Text
September 10, 2025 Filing 26 APPEARANCE OF COUNSEL by Kristina N. Holmstrom for American Council of Life Insurers. [1001838810] [25-180] Kristina Holmstrom [Entered: 09/10/2025 12:20 PM]
September 9, 2025 Filing 25 Case transferred to general docket: [No. 25-2061]. Originating case number: 8:24-cv-00750-BAH. [1001837982] [25-180] KH [Entered: 09/09/2025 01:08 PM]
September 9, 2025 Filing 24 COURT ORDER filed granting Motion for permission to appeal [ # 2 ]. Case transferred to regular docket number 25-2061. Copies to all parties. [1001837974] [25-180] KH [Entered: 09/09/2025 01:04 PM]
August 28, 2025 Filing 23 Attorney Reginald R. Goeke for Lockheed Martin Corporation in 25-180, Nancy Ross for Lockheed Martin Corporation in 25-180, Erin Brantley Webb for Lockheed Martin Corporation in 25-180, Perry Matthew Darby for Diana Vasquez, Simon Shiff, Stephen Schwarz and Bruce Konya in 25-180, Elizabeth Hopkins for Diana Vasquez, Simon Shiff, Stephen Schwarz and Bruce Konya in 25-180, Bryan M. Reines for Diana Vasquez, Simon Shiff, Stephen Schwarz and Bruce Konya in 25-180, Jerome J. Schlichter for Diana Vasquez, Simon Shiff, Stephen Schwarz and Bruce Konya in 25-180, Cyril Vincent Smith for Diana Vasquez, Simon Shiff, Stephen Schwarz and Bruce Konya in 25-180 terminated from case. Reason for termination: Not participating. [1001831503] [25-180] KH [Entered: 08/28/2025 11:13 AM]
August 25, 2025 Filing 22 APPEARANCE OF COUNSEL by Aaron S.J. Zelinsky for Bruce Konya, Simon Shiff, Stephen Schwarz and Diana Vasquez. [1001829211] [25-180] Aaron Zelinsky [Entered: 08/25/2025 04:00 PM]
August 15, 2025 Filing 21 APPEARANCE OF COUNSEL by Samuel D. Block for Lockheed Martin Corporation. [1001823725] [25-180] Samuel Block [Entered: 08/15/2025 02:49 PM]
August 12, 2025 Filing 20 APPEARANCE OF COUNSEL by Minh Nguyen-Dang for Lockheed Martin Corporation. [1001821731] [25-180] Minh Nguyen-Dang [Entered: 08/12/2025 05:44 PM]
August 12, 2025 Filing 19 APPEARANCE OF COUNSEL by Nicole A. Saharsky for Lockheed Martin Corporation. [1001821730] [25-180] Nicole Saharsky [Entered: 08/12/2025 05:42 PM]
August 12, 2025 Filing 18 DISCLOSURE STATEMENT by Lockheed Martin Corporation. Was any question on Disclosure Form answered yes? Yes [1001821716] [25-180] Michael Kenneally [Entered: 08/12/2025 04:56 PM]
August 12, 2025 Filing 17 APPEARANCE OF COUNSEL by Christopher Boran for Lockheed Martin Corporation. [1001821713] [25-180] Christopher Boran [Entered: 08/12/2025 04:54 PM]
August 12, 2025 Filing 16 APPEARANCE OF COUNSEL by Michael E. Kenneally for Lockheed Martin Corporation. [1001821711] [25-180] Michael Kenneally [Entered: 08/12/2025 04:53 PM]
August 8, 2025 Opinion or Order Filing 15 ORDER filed granting Motion to file amicus curiae brief (American Benefits Council, Chamber of Commerce of the United States of America and Erisa Industry Committee) [ # 8 ]. Disclosure Statement filed (if corporate amicus)? Y. Appearance Form filed? Y. Copies to all parties. [1001820143] [25-180] AW [Entered: 08/08/2025 04:46 PM]
August 8, 2025 Opinion or Order Filing 14 ORDER filed granting filing of amicus curiae brief (American Council of Life Insurers). Disclosure Statement filed (if corporate amicus)? Y. Appearance Form filed? Y. Copies to all parties. [1001820142] [25-180] AW [Entered: 08/08/2025 04:44 PM]
August 8, 2025 Filing 13 APPEARANCE OF COUNSEL by Jaime Ann Santos for American Benefits Council, Chamber of Commerce of the United States of America and Erisa Industry Committee. [1001820133] [25-180] AW [Entered: 08/08/2025 04:34 PM]
August 8, 2025 Filing 12 APPEARANCE OF COUNSEL by Mark E. Schmidtke for American Council of Life Insurers. [1001820130] [25-180] AW [Entered: 08/08/2025 04:34 PM]
August 8, 2025 Filing 11 DISCLOSURE STATEMENT by American Council of Life Insurers. Was any question on Disclosure Form answered yes? No [1001820128] [25-180] AW [Entered: 08/08/2025 04:33 PM]
August 8, 2025 Filing 10 DISCLOSURE STATEMENT by American Benefits Council, Chamber of Commerce of the United States of America and Erisa Industry Committee. Was any question on Disclosure Form answered yes? No [1001820127] [25-180] AW [Entered: 08/08/2025 04:32 PM]
August 8, 2025 Filing 9 AMICUS CURIAE BRIEF by Chamber of Commerce of the United States of America, American Benefits Council, and ERISA Industry Committee as Amici Curiae. . Do any cases pending in this court or the Supreme Court of the United States raise similar issues? NO.. [1001820102] [25-180] Jaime Santos [Entered: 08/08/2025 04:22 PM]
August 8, 2025 Filing 8 MOTION by Chamber of Commerce of the United States of America, American Benefits Council, and ERISA Industry Committee as Amicus Curiae to file amicus curiae brief with consent of all parties on appeal within time allowed by FRAP 29(e).. Date and method of service: 08/08/2025 ecf. [1001820059] [25-180] Jaime Santos [Entered: 08/08/2025 04:00 PM]
August 8, 2025 Filing 7 RESPONSE/ANSWER by Bruce Konya, Stephen Schwarz, Simon Shiff and Diana Vasquez to Motion [ # 2 ]. [1001820048] [25-180] Sean Soyars [Entered: 08/08/2025 03:51 PM]
August 8, 2025 Filing 6 DISCLOSURE STATEMENT by Bruce Konya, Stephen Schwarz, Simon Shiff and Diana Vasquez. Was any question on Disclosure Form answered yes? Yes [1001820040] [25-180] Sean Soyars [Entered: 08/08/2025 03:48 PM]
August 8, 2025 Filing 5 APPEARANCE OF COUNSEL by Sean E. Soyars for Bruce Konya, Stephen Schwarz, Simon Shiff and Diana Vasquez. [1001820035] [25-180] Sean Soyars [Entered: 08/08/2025 03:46 PM]
August 8, 2025 Filing 4 AMICUS CURIAE BRIEF by AMERICAN COUNCIL OF LIFE INSURERS. . Do any cases pending in this court or the Supreme Court of the United States raise similar issues? NO.. [1001819824] [25-180] Mark Schmidtke [Entered: 08/08/2025 12:13 PM]
August 4, 2025 Filing 3 RULE 5 NOTICE issued to Bruce Konya, Stephen Schwarz, Simon Shiff and Diana Vasquez requesting response to petition. Mailed to: Samuel D. Block, Bryan M. Reines, Nancy Ross. [1001816928] [25-180] KH [Entered: 08/04/2025 03:26 PM]
August 4, 2025 Filing 1 Permission to appeal case docketed. Originating case number: 8:24-cv-00750-BAH. Case manager: KHancock. [1001816913] [25-180] KH [Entered: 08/04/2025 03:19 PM]
August 1, 2025 Filing 2 Petition for permission to appeal filed by Lockheed Martin Corporation. [1001816926] [25-180] KH [Entered: 08/04/2025 03:24 PM]

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Search for this case: Lockheed Martin Corporation v. Bruce Konya
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Petitioner: LOCKHEED MARTIN CORPORATION
Represented By: Nicole A. Saharsky
Represented By: Michael E. Kenneally
Represented By: Christopher Joseph Boran
Represented By: Minh Nguyen-Dang
Represented By: Samuel David Block
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Petitioner: AMERICAN COUNCIL OF LIFE INSURERS
Represented By: Mark E. Schmidtke
Represented By: Kristina N. Holmstrom
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Petitioner: AMERICAN BENEFITS COUNCIL
Represented By: Jaime Ann Santos
Represented By: Benjamin S. Reilly
Represented By: Janet Galeria
Represented By: James O. Fleckner
Represented By: Alison V. Douglass
Represented By: Mariel A. Brookins
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Petitioner: CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA
Represented By: Jaime Ann Santos
Represented By: Benjamin S. Reilly
Represented By: Janet Galeria
Represented By: James O. Fleckner
Represented By: Alison V. Douglass
Represented By: Mariel A. Brookins
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Petitioner: ERISA INDUSTRY COMMITTEE
Represented By: Jaime Ann Santos
Represented By: Benjamin S. Reilly
Represented By: Janet Galeria
Represented By: James O. Fleckner
Represented By: Alison V. Douglass
Represented By: Mariel A. Brookins
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Respondent: BRUCE KONYA
Represented By: Sean Edward Soyars
Represented By: Aaron Simcha Jon Zelinsky
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Respondent: SIMON SHIFF
Represented By: Sean Edward Soyars
Represented By: Aaron Simcha Jon Zelinsky
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Respondent: STEPHEN SCHWARZ
Represented By: Sean Edward Soyars
Represented By: Aaron Simcha Jon Zelinsky
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Respondent: DIANA VASQUEZ, individually and as representatives of a class of participants and beneficiaries on behalf of the Lockheed MArtin Corporation Salaried Employee Retirement Program and the Lockheed Martin Aerospace Hourly Pension Plan
Represented By: Sean Edward Soyars
Represented By: Aaron Simcha Jon Zelinsky
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