Sergio Navarro, et al v. Wells Fargo & Company
| Sergio Navarro, on their own behalf, on behalf of all others similarly situated, and on behalf of the Wells Fargo & Company Health Plan and its component plans, Theresa Gamage, on their own behalf, on behalf of all others similarly situated, and on behalf of the Wells Fargo & Company Health Plan and its component plans, Dayle Bulla, on their own behalf, on behalf of all others similarly situated, and on behalf of the Wells Fargo & Company Health Plan and its component plans, Jane Kinsella, on their own behalf, on behalf of all others similarly situated, and on behalf of the Wells Fargo & Company Health Plan and its component plans and Erica McKinley, on their own behalf, on behalf of all others similarly situated, and on behalf of the Wells Fargo & Company Health Plan and its component plans |
| Wells Fargo & Company |
| Chris Deacon and Patientrightsadvocate.org, Inc. |
| Washington Legal Foundation, Chamber of Commerce of the United States of America, American Benefits Council and ERISA Industry Committee |
| 26-1620 |
| April 3, 2026 |
| U.S. Court of Appeals, Eighth Circuit |
| Employee Retirement Income Security |
Docket Report
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| Document Text |
|---|
| APPEARANCE filed by Andrew R. Hellman for Amici on Behalf of Appellee(s) Chamber of Commerce of the United States of America, American Benefits Council and ERISA Industry Committee w/service 09/15/2026 [5684051] [26-1620] (ARH) [Entered: 09/15/2026 04:44 PM] |
| APPEARANCE filed by Michael E. Kenneally for Amici on Behalf of Appellee(s) Chamber of Commerce of the United States of America, American Benefits Council and ERISA Industry Committee w/service 09/15/2026 [5684047] [26-1620] (MEK) [Entered: 09/15/2026 04:42 PM] |
| Paper copies Amicus Brief, [ # 5681826-2 ] filed by American Benefits Council, Chamber of Commerce of the United States of America and ERISA Industry Committee 10 paper copies received. [5684804] [26-1620] (JES) [Entered: 09/17/2026 10:14 AM] |
| BRIEF FILED - AMICUS BRIEF filed by American Benefits Council, Chamber of Commerce of the United States of America and ERISA Industry Committee w/service 09/10/2026 , Length: 5,162 words 10 COPIES OF PAPER BRIEFS (WITHOUT THE APPELLATE PDF FOOTER) FROM American Benefits Council, Chamber of Commerce of the United States of America and ERISA Industry Committee due 09/15/2026 WITH certificate of service for paper briefs [5681826] [26-1620] (JES) [Entered: 09/10/2026 10:19 AM] |
| Paper copies Amicus Brief, [ # 5679238-2 ] filed by Washington Legal Foundation 10 paper copies received. [5682580] [26-1620] (JES) [Entered: 09/11/2026 11:55 AM] |
| AMICUS/INTERVENOR brief of Chamber of Commerce of the United States of America; American Benefits Council; ERISA Industry Committee submitted for review. The time for filing the subsequent brief (if any) does not begin to run until the brief has been approved and filed. [5680490] [26-1620] (MEK) [Entered: 09/04/2026 07:57 PM] |
| RECORD FILED - APLEE/RES APPENDIX, 3 volumes, Comments: 3 sets, ****VOLUME 3 SEALED**** [5680325] [26-1620] (JES) [Entered: 09/04/2026 01:42 PM] |
| CLERK ORDER: Granting [ # 5680265-2 ] motion to seal a portion of the appellee appendix filed by Russell Laurence Hirschhorn, subject to further order of the court. The Court is hereby sealing the following: Volume 3 of Appellee Appendix. [5680321] [26-1620] (JES) [Entered: 09/04/2026 01:38 PM] |
| Paper copies Appellee/Respondent brief, [ # 5679228-2 ] filed by Wells Fargo & Company 10 paper copies received. [5680277] [26-1620] (JES) [Entered: 09/04/2026 12:30 PM] |
| MOTION to seal portion of appendix, filed by Attorney Russell Laurence Hirschhorn for Appellee Wells Fargo & Company w/service 09/04/2026. [5680265] [26-1620] (JES) [Entered: 09/04/2026 12:16 PM] |
| CLERK ORDER: Granting [ # 5679439-2 ] motion for extension of time to file brief filed by Kai Heinrich Richter. Reply brief of Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro due 10/07/2026. [5679573] [26-1620] (JES) [Entered: 09/03/2026 09:14 AM] |
| CORRECTED/INITIAL certificate of service for Paper Brief, Doc No. [ # 5660782-2 ], filed by Amicus on Behalf of Appellant(s) Patientrightsadvocate.org, Inc. [5679274] [26-1620] (JMH) [Entered: 09/02/2026 01:40 PM] |
| BRIEF FILED - APPELLEE BRIEF filed by Wells Fargo & Company, w/service 09/02/2026 , Length: 12,728 words 10 COPIES OF PAPER BRIEFS (WITHOUT THE APPELLATE PDF FOOTER) FROM Wells Fargo & Company due 09/08/2026 WITH certificate of service for paper briefs. Reply brief of Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro due on 09/23/2026. [5679228] [26-1620] (JES) [Entered: 09/02/2026 12:39 PM] |
| BRIEF FILED - AMICUS BRIEF filed by Washington Legal Foundation w/service 09/02/2026 , Length: 3,334 words 10 COPIES OF PAPER BRIEFS (WITHOUT THE APPELLATE PDF FOOTER) FROM Washington Legal Foundation due 09/08/2026 WITH certificate of service for paper briefs [5679238] [26-1620] (JES) [Entered: 09/02/2026 12:57 PM] |
| APPEARANCE filed by Cory L. Andrews for Amicus on Behalf of Appellee(s) Washington Legal Foundation w/service 09/02/2026 [5679392] [26-1620] (CLA) [Entered: 09/02/2026 03:32 PM] |
| MOTION for extension of time to file brief until 10/07/2026, filed by Attorney Kai Heinrich Richter for Appellants Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro w/service 09/02/2026. [5679439] [26-1620] (KHR) [Entered: 09/02/2026 04:08 PM] |
| AMICUS/INTERVENOR brief of Washington Legal Foundation submitted for review. The time for filing the subsequent brief (if any) does not begin to run until the brief has been approved and filed. [5678703] [26-1620] (CLA) [Entered: 09/01/2026 12:00 PM] |
| AMICUS/INTERVENOR brief of Washington Legal Foundation submitted for review. The time for filing the subsequent brief (if any) does not begin to run until the brief has been approved and filed. [5677879] [26-1620]--[Edited 09/01/2026 by JES -- did not review this brief, counsel resubmitted on 09/01/2026 adding the certificate of service. Amicus brief being reviewed is under docket ID: 5678703.] (CLA) [Entered: 08/31/2026 08:00 AM] |
| APPELLEE brief of Wells Fargo & Company submitted for review. The time for filing the subsequent brief (if any) does not begin to run until the brief has been approved and filed. To open/view this brief, you must first login to CM/ECF and then open the document link in your Notice of Docket Activity. Only direct recipients on accounts can open this document. [5677798] [26-1620] (RLH) [Entered: 08/28/2026 03:51 PM] |
| Paper copies Amicus Brief, [ # 5659205-2 ] filed by Chris Deacon 10 paper copies received. [5660798] [26-1620] (JES) [Entered: 07/14/2026 12:27 PM] |
| Paper copies Amicus Brief, [ # 5659194-2 ] filed by Patientrightsadvocate.org, Inc. 10 paper copies received. Paper brief deficiency due 07/20/2026. [5660782] [26-1620] (JES) [Entered: 07/14/2026 12:16 PM] |
| APPEARANCE filed by Jeremy Shur for Amicus on Behalf of Appellant(s) Chris Deacon w/service 07/09/2026 [5659310] [26-1620] (JS) [Entered: 07/09/2026 12:23 PM] |
| APPEARANCE filed by Jeffrey M. Harris for Amicus on Behalf of Appellant(s) Patientrightsadvocate.org, Inc. w/service 07/09/2026 [5659284] [26-1620] (JMH) [Entered: 07/09/2026 11:58 AM] |
| APPEARANCE filed by Tyler A. Dobbs for Amicus on Behalf of Appellant(s) Patientrightsadvocate.org, Inc. w/service 07/09/2026 [5659263] [26-1620] (TAD) [Entered: 07/09/2026 11:34 AM] |
| BRIEF FILED - AMICUS BRIEF filed by Chris Deacon w/service 07/09/2026 , Length: 3,290 words 10 COPIES OF PAPER BRIEFS (WITHOUT THE APPELLATE PDF FOOTER) FROM Chris Deacon due 07/14/2026 WITH certificate of service for paper briefs [5659205] [26-1620] (JES) [Entered: 07/09/2026 10:46 AM] |
| BRIEF FILED - AMICUS BRIEF filed by Patientrightsadvocate.org, Inc. w/service 07/09/2026 , Length: 6,497 words 10 COPIES OF PAPER BRIEFS (WITHOUT THE APPELLATE PDF FOOTER) FROM Patientrightsadvocate.org, Inc. due 07/14/2026 WITH certificate of service for paper briefs [5659194] [26-1620] (JES) [Entered: 07/09/2026 10:41 AM] |
| CLERK ORDER: The motions for leave to file amicus briefs and the interested party motions are granted [ # 5657475-2 ] [ # 5657425-2 ]. Chris Deacon and Patientrightsadvocate.org, Inc. have been changed to an amicus in this case. [5659177] [26-1620] (JES) [Entered: 07/09/2026 10:32 AM] |
| RECORD FILED - APLNT/PET APPENDIX, 2 volumes, 1 boxes, Comments: 3 sets [5659222] [26-1620] (JES) [Entered: 07/09/2026 10:56 AM] |
| Paper copies Appellant/Petitioner Brief, [ # 5655760-2 ] filed by Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro 10 paper copies received. w/Addendum attached [5659214] [26-1620] (JES) [Entered: 07/09/2026 10:50 AM] |
| MOTION interested party, Chris Deacon , for leave to file amicus curiae brief on behalf of Chris Deacon. w/service 07/02/2026. [5657475] [26-1620] (JS) [Entered: 07/02/2026 02:17 PM] |
| MOTION interested party, PatientRightsAdvocate.org , for leave to file amicus curiae brief on behalf of Appellants. w/service 07/02/2026. [5657425] [26-1620] (JMH) [Entered: 07/02/2026 01:00 PM] |
| CLERK ORDER:Granting [ # 5656351-2 ] motion for extension of time to file brief filed by Russell Laurence Hirschhorn. Brief of Wells Fargo & Company due 08/28/2026. [5656442] [26-1620] (CRJ) [Entered: 06/30/2026 02:27 PM] |
| MOTION for extension of time to file brief until 08/28/2026, filed by Attorney Russell Laurence Hirschhorn for Appellee Wells Fargo & Company w/service 06/30/2026. [5656351] [26-1620] (RLH) [Entered: 06/30/2026 12:24 PM] |
| ADDENDUM of APPELLANT FILED by Appellants Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro , w/service 06/29/2026 [5655762] [26-1620] (CRJ) [Entered: 06/29/2026 11:13 AM] |
| BRIEF FILED - APPELLANT BRIEF filed by Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro. w/service 06/29/2026 , Length: 12,904 words 10 COPIES OF PAPER BRIEFS (WITHOUT THE APPELLATE PDF FOOTER) FROM Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro due 07/06/2026 WITH certificate of service for paper briefs. Brief of Wells Fargo & Company due on 07/29/2026 [5655760] [26-1620] (CRJ) [Entered: 06/29/2026 11:12 AM] |
| Addendum of APPELLANT submitted for review by Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro. To open/view this addendum, you must first login to CM/ECF and then open the document link in your Notice of Docket Activity. [5655474] [26-1620] (KHR) [Entered: 06/26/2026 03:55 PM] |
| APPEARANCE filed by Adam Deming for Appellee Wells Fargo & Company w/service 06/26/2026 [5655373] [26-1620] (AD) [Entered: 06/26/2026 02:25 PM] |
| Addendum deficiency notice sent to counsel, Attorney Kai Heinrich Richter for Appellants Sergio Navarro, Theresa Gamage, Dayle Bulla, Jane Kinsella and Erica McKinley. New electronic copy of addendum due on 07/01/2026 [5655157] [26-1620] (JES) [Entered: 06/26/2026 09:58 AM] |
| Addendum of APPELLANT submitted for review by Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro. To open/view this addendum, you must first login to CM/ECF and then open the document link in your Notice of Docket Activity. [5654915] [26-1620] (KHR) [Entered: 06/25/2026 02:23 PM] |
| APPELLANT brief of Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro submitted for review. The time for filing the subsequent brief (if any) does not begin to run until the brief has been approved and filed. To open/view this brief, you must first login to CM/ECF and then open the document link in your Notice of Docket Activity. Only direct recipients on accounts can open this document. [5654909] [26-1620] (KHR) [Entered: 06/25/2026 02:19 PM] |
| APPEARANCE filed by Kiera K. Murphy for Appellee Wells Fargo & Company w/service 06/17/2026 [5652275] [26-1620] (KKM) [Entered: 06/17/2026 04:45 PM] |
| DESIGNATION of record filed by Appellee Wells Fargo & Company. w/service 05/01/2026 [5635588] [26-1620] (RLH) [Entered: 05/01/2026 03:13 PM] |
| CLERK ORDER: The Unopposed Motion for Extension of Briefing Deadlines [ # 5632515-2 ] is granted, in part, and denied in part without prejudice. The motion is granted to allow the Appellants to have until June 25, 2026, to file their opening brief and appendix. With regard to the Appellees brief, the motion is denied without prejudice subject to reassertion if appropriate and supported by a statement establishing good cause after the deadline is established for the brief. [5633193] [5633193] [26-1620] (GP) [Entered: 04/27/2026 04:14 PM] |
| MOTION for extension of time to file brief until 06/25/2026, filed by Attorney Kai Heinrich Richter for Appellants Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro w/service 04/24/2026. [5632515] [26-1620] (KHR) [Entered: 04/24/2026 12:02 PM] |
| APPEARANCE filed by Michael Eisenkraft for Appellants Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro w/service 04/17/2026 [5630174] [26-1620] (MBE) [Entered: 04/17/2026 01:27 PM] |
| APPEARANCE filed by Allison C. Pienta for Appellants Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro w/service 04/17/2026 [5630009] [26-1620] (ACP) [Entered: 04/17/2026 10:36 AM] |
| METHOD of appendix preparation filed by Appellants Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro - Separate Appendix - w/service 04/17/2026 [5630155] [26-1620] (KHR) [Entered: 04/17/2026 01:13 PM] |
| APPEARANCE filed by Michael Lieberman for Appellants Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro w/service 04/17/2026 [5630085] [26-1620] (MDL) [Entered: 04/17/2026 11:29 AM] |
| APPEARANCE filed by Jamie Crooks for Appellants Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro w/service 04/17/2026 [5630274] [26-1620] (JC) [Entered: 04/17/2026 03:17 PM] |
| DESIGNATION of record filed by Appellants Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro. w/service 04/17/2026 [5630159] [26-1620] (KHR) [Entered: 04/17/2026 01:16 PM] |
| STATEMENT of issues filed by Appellants Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro - w/service 04/17/2026. [5630163] [26-1620] (KHR) [Entered: 04/17/2026 01:19 PM] |
| RECORD FILED - MOTION TRANSCRIPT, 1 volumes, Comments: District Court document #46 [Only Electronic Copy Received - No Paper Copy on File], Source Location: USDC / MN, Dt. of Proceeding/Hearing: 12/17/2024, No. of Pgs.: 52, Court Reporter: Krenz, Lynne. [5629001] [26-1620] (BNW) [Entered: 04/15/2026 09:08 AM] |
| APPEARANCE filed by Michelle C. Yau for Appellants Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro w/service 04/08/2026 [5627059] [26-1620] (MCY) [Entered: 04/08/2026 04:02 PM] |
| ****DOCUMENT LOCKED**** APPEARANCE filed by Michelle C. Yau for Appellants Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro w/service 04/08/2026 [5627005] [26-1620] COUNSEL WILL REFILE WITH COMPLETE ADDRESS --[Edited 04/08/2026 by GP] (MCY) [Entered: 04/08/2026 03:18 PM] |
| APPEARANCE filed by Kai Richter for Appellants Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro w/service 04/08/2026 [5626998] [26-1620] (KHR) [Entered: 04/08/2026 03:12 PM] |
| APPEARANCE filed by Lena H. Hughes for Appellee Wells Fargo & Company w/service 04/07/2026 [5626491] [26-1620] (LHH) [Entered: 04/07/2026 03:35 PM] |
| CORPORATE disclosure statement filed by Appellee Wells Fargo & Company. - FOR CAL [5626484] [26-1620] (RLH) [Entered: 04/07/2026 03:33 PM] |
| APPEARANCE filed by Russell L. Hirschhorn for Appellee Wells Fargo & Company w/service 04/07/2026 [5626482] [26-1620] (RLH) [Entered: 04/07/2026 03:32 PM] |
| RECORD FILED - MOTION TRANSCRIPT, 1 volumes, Comments: District Court document #95 [Only Electronic Copy Received - No Paper Copy on File], Source Location: USDC / MN, Dt. of Proceeding/Hearing: 09/03/2025, No. of Pgs.: 95, Court Reporter: Krenz, Lynne [5625690] [26-1620] (STL) [Entered: 04/06/2026 09:33 AM] |
| Originating court document filed consisting of docket entries, Order filed 3/24/2025, Order filed 3/3/2026, Judgment filed 3/3/2026, and Notice of Appeal filed 4/1/2026. [5625415] [26-1620] (CBO) [Entered: 04/03/2026 01:34 PM] |
| BRIEFING SCHEDULE SET AS FOLLOWS: Transcript due on or before 05/13/2026. Appendix due 05/26/2026. BRIEF APPELLANT, Dayle Bulla, Theresa Gamage, Jane Kinsella, Erica McKinley and Sergio Navarro due 05/26/2026 Appellee brief is due 30 days from the date the court issues the Notice of Docket Activity filing the brief of appellant. [5625420] [26-1620] (CBO) [Entered: 04/03/2026 01:36 PM] |
| Civil case docketed. [5625411] [26-1620] (CBO) [Entered: 04/03/2026 01:30 PM] |
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| Search for this case: Sergio Navarro, et al v. Wells Fargo & Company | |
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| Plaintiff: Sergio Navarro, on their own behalf, on behalf of all others similarly situated, and on behalf of the Wells Fargo & Company Health Plan and its component plans | |
| Represented By: | Michelle C. Yau |
| Represented By: | Kai Heinrich Richter |
| Represented By: | Daniel J. Nordin |
| Represented By: | Michael D. Lieberman |
| Represented By: | Daniel E. Gustafson |
| Represented By: | Michael B. Eisenkraft |
| Represented By: | Jamie Crooks |
| Represented By: | Allison C. Pienta |
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| Plaintiff: Theresa Gamage, on their own behalf, on behalf of all others similarly situated, and on behalf of the Wells Fargo & Company Health Plan and its component plans | |
| Represented By: | Michelle C. Yau |
| Represented By: | Kai Heinrich Richter |
| Represented By: | Daniel J. Nordin |
| Represented By: | Michael D. Lieberman |
| Represented By: | Daniel E. Gustafson |
| Represented By: | Michael B. Eisenkraft |
| Represented By: | Jamie Crooks |
| Represented By: | Allison C. Pienta |
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| Plaintiff: Dayle Bulla, on their own behalf, on behalf of all others similarly situated, and on behalf of the Wells Fargo & Company Health Plan and its component plans | |
| Represented By: | Michelle C. Yau |
| Represented By: | Kai Heinrich Richter |
| Represented By: | Daniel J. Nordin |
| Represented By: | Michael D. Lieberman |
| Represented By: | Daniel E. Gustafson |
| Represented By: | Michael B. Eisenkraft |
| Represented By: | Jamie Crooks |
| Represented By: | Allison C. Pienta |
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| Plaintiff: Jane Kinsella, on their own behalf, on behalf of all others similarly situated, and on behalf of the Wells Fargo & Company Health Plan and its component plans | |
| Represented By: | Michelle C. Yau |
| Represented By: | Kai Heinrich Richter |
| Represented By: | Daniel J. Nordin |
| Represented By: | Michael D. Lieberman |
| Represented By: | Daniel E. Gustafson |
| Represented By: | Michael B. Eisenkraft |
| Represented By: | Jamie Crooks |
| Represented By: | Allison C. Pienta |
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| Plaintiff: Erica McKinley, on their own behalf, on behalf of all others similarly situated, and on behalf of the Wells Fargo & Company Health Plan and its component plans | |
| Represented By: | Kai Heinrich Richter |
| Represented By: | Daniel J. Nordin |
| Represented By: | Michelle C. Yau |
| Represented By: | Allison C. Pienta |
| Represented By: | Michael D. Lieberman |
| Represented By: | Michael B. Eisenkraft |
| Represented By: | Jamie Crooks |
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| Defendant: Wells Fargo & Company | |
| Represented By: | Sydney Juliano |
| Represented By: | Russell Laurence Hirschhorn |
| Represented By: | Joseph Emanuel Clark |
| Represented By: | Lena H. Hughes |
| Represented By: | Kiera K. Murphy |
| Represented By: | Jeffrey P. Justman |
| Represented By: | Adam Deming |
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| Appellant: Chris Deacon | |
| Represented By: | Jeremy Shur |
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| Appellant: Patientrightsadvocate.org, Inc. | |
| Represented By: | Jeffrey Matthew Harris |
| Represented By: | Tyler A. Dobbs |
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| Amicus curiae: Washington Legal Foundation | |
| Represented By: | Cory L. Andrews |
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| Amicus curiae: Chamber of Commerce of the United States of America | |
| Represented By: | Matt Muma |
| Represented By: | Michael E. Kenneally |
| Represented By: | Katy Johnson |
| Represented By: | Andrew Robert Hellman |
| Represented By: | Janet Galeria |
| Represented By: | Mariel A. Brookins |
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| Amicus curiae: American Benefits Council | |
| Represented By: | Matt Muma |
| Represented By: | Michael E. Kenneally |
| Represented By: | Katy Johnson |
| Represented By: | Andrew Robert Hellman |
| Represented By: | Janet Galeria |
| Represented By: | Mariel A. Brookins |
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| Amicus curiae: ERISA Industry Committee | |
| Represented By: | Matt Muma |
| Represented By: | Michael E. Kenneally |
| Represented By: | Katy Johnson |
| Represented By: | Andrew Robert Hellman |
| Represented By: | Janet Galeria |
| Represented By: | Mariel A. Brookins |
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