Altshares Event-Driven ETF et al v. EngageSmart, Inc. et al
Plaintiff: Altshares Event-Driven ETF and The Arbitrage Fund
Defendant: Diego Rodriguez, Paul G. Stamas, Matthew G. Hamilton, Preston McKenzie, Cassandra Hudson, David Mangum, Scott Semel, EngageSmart, Inc., General Atlantic, L.P., Vista Equity Partners Management, LLC, Robert P. Bennett, Deborah A. Dunnam and Raph Osnoss
Case Number: 1:2024cv01083
Filed: September 27, 2024
Court: U.S. District Court for the District of Delaware
Presiding Judge: Richard G Andrews
Nature of Suit: Securities/Commodities
Cause of Action: 15 U.S.C. § 78 m(a) Securities Exchange Act
Jury Demanded By: Plaintiff
Docket Report

This docket was last retrieved on November 15, 2024. A more recent docket listing may be available from PACER.

Date Filed Document Text
November 15, 2024 Filing 15 NOTICE of Appearance by Ben Lucy on behalf of Vista Equity Partners Management, LLC, EngageSmart, Inc. (Lucy, Ben)
November 5, 2024 Opinion or Order Filing 14 SO ORDERED Granting #13 Joint Stipulation and Proposed Order Extending Defendants' Deadline to Respond to Complaint. Signed by Judge Richard G. Andrews on 11/5/2024. (nms)
November 4, 2024 Filing 13 Joint Stipulation and [Proposed] Order Extending Defendants' Deadline to Respond to Complaint, by EngageSmart, Inc., Vista Equity Partners Management, LLC. (Ferraro, April) Modified on 11/5/2024 (nms).
November 4, 2024 Filing 12 Disclosure Statement pursuant to Rule 7.1: identifying Corporate Parent Icefall Parent, Inc. for EngageSmart, Inc. filed by EngageSmart, Inc., Vista Equity Partners Management, LLC. (Ferraro, April)
November 4, 2024 Filing 11 NOTICE of Appearance by April M Ferraro on behalf of EngageSmart, Inc., Vista Equity Partners Management, LLC (Ferraro, April)
November 4, 2024 Filing 10 NOTICE of Appearance by A. Thompson Bayliss on behalf of EngageSmart, Inc., Vista Equity Partners Management, LLC (Bayliss, A.)
October 7, 2024 CORRECTING ENTRY: A pdf of the civil cover sheet originally filed at D.I. #1 has also been added to the redacted filing at D.I. #9 . (nms)
October 5, 2024 Filing 9 REDACTED VERSION of #1 Complaint, by Altshares Event-Driven ETF. (Farnan, Brian) (Additional attachment(s) added on 10/7/2024: #1 Civil Cover Sheet) (nms).
October 3, 2024 Opinion or Order Filing 8 ORDER: The Motion to File Complaint Under Seal (D.I. #7 ) is GRANTED. Signed by Judge Richard G. Andrews on 10/3/2024. (nms)
October 2, 2024 Case Assigned to Judge Richard G. Andrews. Please include the initials of the Judge (RGA) after the case number on all documents filed. (rjb)
September 30, 2024 Filing 7 MOTION to File Complaint Under Seal - filed by Altshares Event-Driven ETF, The Arbitrage Fund. (Attachments: #1 Proposed Order)(Farnan, Brian) Modified on 10/3/2024 (nms).
September 30, 2024 Opinion or Order Filing 6 ORAL ORDER re #5 MOTION to Seal Complaint - IT IS HEREBY ORDERED that the Motion to File Complaint Under Seal is DENIED WITH LEAVE TO RENEW for failure to comply with Section (G) Special Filing Requirements and Exception of the Administrative Procedures Governing Filing and Service by Electronic Means that "[a] redacted version of the sealed civil document shall be filed electronically within 7 days after the filing of the original sealed document". ORDERED by Judge Maryellen Noreika on 9/30/2024. (dlw)
September 30, 2024 Filing 5 MOTION to Seal Complaint - filed by Altshares Event-Driven ETF, The Arbitrage Fund. (Attachments: #1 Text of Proposed Order)(Farnan, Brian)
September 30, 2024 Filing 3 Disclosure Statement pursuant to Rule 7.1: No Parents or Affiliates Listed filed by Altshares Event-Driven ETF, The Arbitrage Fund. (Farnan, Michael)
September 30, 2024 Remark: Case submitted for routine judicial assignment (jfm)
September 27, 2024 Filing 4 Summons Issued as to EngageSmart, Inc., General Atlantic, L.P., and Vista Equity Partners Management, LLC on 9/27/2024. (Attachments: #1 Summons Issued General Atlantic, L.P., #2 Summons Issued Equity Partners Management, LLC)(jfm)
September 27, 2024 Filing 2 Notice, Consent and Referral forms re: U.S. Magistrate Judge jurisdiction. (jfm)
September 27, 2024 Filing 1 [SEALED] COMPLAINT filed with Jury Demand against Robert P. Bennett, Deborah A. Dunnam, EngageSmart, Inc., General Atlantic, L.P., Matthew G. Hamilton, Cassandra Hudson, David Mangum, Preston McKenzie, Raph Osnoss, Diego Rodriguez, Scott Semel, Paul G. Stamas, Vista Equity Partners Management, LLC (Filing fee $ 405, receipt number ADEDC-4510312.) - filed by Altshares Event-Driven ETF, The Arbitrage Fund. (Attachments: #1 Certification, #2 Civil Cover Sheet)(jfm)
September 27, 2024 DEFICIENCY NOTICE issued by the Court to Plaintiff: Pursuant to Fed. R. Civ. P. 7.1 (b)(1), A party must: (1) file the disclosure statement with its first appearance, pleading, petition, motion, response, or other request addressed to the court. Counsel is requested to supplement the docket with an appropriate Rule 7.1 Disclosure Statement. (jfm)

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Defendant: Diego Rodriguez
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Defendant: Paul G. Stamas
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Defendant: Matthew G. Hamilton
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Defendant: Preston McKenzie
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Defendant: Cassandra Hudson
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Defendant: David Mangum
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Defendant: Scott Semel
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Defendant: EngageSmart, Inc.
Represented By: Ben Lucy
Represented By: April M Ferraro
Represented By: A. Thompson Bayliss
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Defendant: General Atlantic, L.P.
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Defendant: Vista Equity Partners Management, LLC
Represented By: Ben Lucy
Represented By: April M Ferraro
Represented By: A. Thompson Bayliss
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Defendant: Robert P. Bennett
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Defendant: Deborah A. Dunnam
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Defendant: Raph Osnoss
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Plaintiff: Altshares Event-Driven ETF
Represented By: Michael J. Farnan
Represented By: Brian E. Farnan
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Plaintiff: The Arbitrage Fund
Represented By: Michael J. Farnan
Represented By: Brian E. Farnan
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