Allison v. Oak Street Health, Inc. et al
| Reginald T. Allison and City of Dearborn Police & Fire Revised Retirement System |
| Oak Street Health, Inc., Michael Pykosz, Timothy Cook, General Atlantic LLC, Newlight Partners LP, Geoff Price, Griffin Myers, Regina Benjamin, Carl Daley, Cheryl Dorsey, Mohit Kaushal, Kim Keck, Julie Klapstein, Robbert Vorhoff, Srdjan Vukovic, J.P. Morgan Securities LLC, Goldman Sachs & Co. LLC, Morgan Stanley & Co. LLC, William Blair & Company, L.L.C, Piper Sandler & Co., General Atlantic (OSH) Interholdco, L.P., Newlight Harbour Point SPV and Paul Kusserow |
| Employees Retirement System of the City of Baltimore, Employees Retirement System of the City of Kansas City, Missouri, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987 and Boston Retirement System |
| 1:2022cv00149 |
| January 10, 2022 |
| US District Court for the Northern District of Illinois |
| Jeffrey I Cummings |
| Matthew F Kennelly |
| Securities/Commodities |
| 28 U.S.C. § 1331 Fed. Question: Securities Violation |
| Both |
Docket Report
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This docket was last retrieved on November 22, 2023. A more recent docket listing may be available from PACER.
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Filing 130
MOTION by Movants Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987, Plaintiff City of Dearborn Police & Fire Revised Retirement System for extension of time /Joint Motion for Leave for Extension of Time for Class Certification Briefing Schedule (Fox, Christine)
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Filing 129
STATUS Report (JOINT) by Timothy Cook, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Geoff Price, Michael Pykosz (Ehrlich, Andrew)
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Filing 128
MOTION by Movants Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987, Plaintiff City of Dearborn Police & Fire Revised Retirement System for leave to file excess pages Plaintiffs' Unopposed Motion for Leave to File Memorandum of Law in Excess of Fifteen Pages (Fox, Christine)
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Filing 127
MINUTE entry before the Honorable Jeffrey I Cummings: The Court has reviewed the parties' detailed joint reassignment status report #126 and their recent status report on discovery #124 . The parties are proceeding with discovery in accordance with the schedule set by the Court #119 . The biweekly status report deadlines are stricken. By 12/13/23, the parties shall file a joint status report on discovery. The parties are directed to review this Court's case management procedures for "Summary Judgment Practice" available on the Court's website. Status hearing is set for 12/22/23 at 9:00 a.m. (to track the case only, no appearance is required). Instead, the Court will review the parties' joint status report and enter further orders as appropriate. Mailed notice (ao, )
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Filing 126
STATUS Report INITIAL STATUS REPORT FOR REASSIGNED CASE AND JOINT STATUS REPORT by Timothy Cook, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Geoff Price, Michael Pykosz (Ehrlich, Andrew)
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Filing 125
ORDER : STANDING ORDER REGARDING REASSIGNED CIVIL CASES: This case has been re-assigned to the initial calendar of Judge Jeffrey I. Cummings. All previously set status and motion hearing dates are stricken. All previously set discovery deadlines and briefing schedules remain intact. Signed by the Honorable Jeffrey I Cummings on 10/30/2023: Mailed notice. (tg, )
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Filing 124
STATUS Report (JOINT) by Timothy Cook, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Geoff Price, Michael Pykosz (Ehrlich, Andrew)
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Filing 123
GENERAL ORDER 23-0040: EXECUTIVE COMMITTEE ORDER: IT APPEARING THAT, the civil cases on the attached list have been selected for reassignment to form the initial calendar of the Honorable Jeffrey I. Cummings; therefore IT IS HEREBY ORDERED that the attached list of 290 cases be reassigned to the Honorable Jeffrey I. Cummings; and IT IS FURTHER ORDERED that all parties affected by this Order must review the Honorable Jeffrey I. Cummings' webpage on the Court's website for the purpose of reviewing instructions regarding scheduling and case management procedures; and IT IS FURTHER ORDERED that any civil case that has been reassigned pursuant to this Order will not be randomly reassigned to create the initial calendar of a new district judge for twelve months from the date of this Order; and IT IS FURTHER ORDERED that the Clerk of Court is directed to add the Honorable Jeffrey I. Cummings to the Court's civil case assignment system during the next business day, so that he shall receive a full share of such cases; and IT IS FURTHER ORDERED that the Clerk of Court is directed to add the Honorable Jeffrey I. Cummings to the Court's criminal case assignment system ninety (90) days so that Judge Cummings shall thereafter receive a full share of such cases. Case reassigned to the Honorable Jeffrey Cummings for all further proceedings. Honorable Matthew F. Kennelly no longer assigned to the case. Signed by Honorable Rebecca R. Pallmeyer on 10/26/2023. (sxw)
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Filing 122
STATUS Report (JOINT) by Timothy Cook, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Geoff Price, Michael Pykosz (Ehrlich, Andrew)
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Filing 121
MINUTE entry before the Honorable Matthew F. Kennelly: Motion by Daniel S. Sinnreich to withdraw as attorney is granted #120 . (mk)
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Filing 120
MOTION by Attorney Daniel S. Sinnreich to withdraw as attorney for Regina Benjamin, Timothy Cook, Carl Daley, Cheryl Dorsey, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Geoff Price, Michael Pykosz, Robbert Vorhoff, Srdjan Vukovic. No party information provided (Sinnreich, Daniel)
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Filing 119
MINUTE entry before the Honorable Matthew F. Kennelly: Telephonic status hearing held on 10/4/2023. Defendants' motion for extension of time #118 is granted. New deadline for substantial completion of document production for defendants Oak Street, Myers, and Price is extended to 12/27/2023. The deadline to discuss the possibility of private mediation is also extended to 12/27/2023. Deadline for amending the pleadings is moved to 3/28/2024. The deadline for completing fact discovery is moved to 6/26/2024. The deadline for Rule 26(a)(2) disclosures for the party with the burden of proof on an issue is moved to 7/25/2024. Deadline for Rule 26(a)(2) disclosures for the party without the burden of proof is moved to 8/29/2023. Deadline for the reply on expert disclosures is moved to 10/1/2024. The deadline for completing expert discovery is moved to 11/1/2024. The deadline for filing dispositive motions is moved to 11/26/2024; response is due on 1/29/2025. Deadline to file reply briefs in support of dispositive motions is moved to 3/10/2025. Case is set for a telephonic status hearing on 12/20/2023 at 9:00 a.m. The following call-in number will be used for the hearing: 888-684-8852, access code 746-1053. The two-week status report on the progress of written discovery remains due until the substantial completion date. The parties are directed to file the joint status report by 12/13/2023. Persons granted remote access to proceedings are reminded of the general prohibition against photographing, recording, and rebroadcasting of court proceedings. Violation of these prohibitions may result in sanctions, including removal of court issued media credentials, restricted entry to future hearings, denial of entry to future hearings, or any other sanctions deemed necessary by the Court. Mailed notice. (mma, )
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Filing 118
MOTION by Defendants Timothy Cook, Oak Street Health, Inc., Michael Pykosz for extension of time to complete discovery (Ehrlich, Andrew)
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Filing 117
STATUS Report (JOINT) by Timothy Cook, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Geoff Price, Michael Pykosz (Ehrlich, Andrew)
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Filing 116
STATUS Report (JOINT) by Timothy Cook, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Geoff Price, Michael Pykosz (Ehrlich, Andrew)
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Filing 115
STATUS Report (JOINT) by Timothy Cook, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Geoff Price, Michael Pykosz (Ehrlich, Andrew)
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Filing 114
MINUTE entry before the Honorable Matthew F. Kennelly: The Court has reviewed the parties' joint status report. The telephonic status hearing set for 8/24/2023 is vacated and reset to 109/4/2023 at 9:05 a.m. The following call-in number will be used for the hearing: 888-684-8852; access code 746-1053. The parties are directed to file joint status reports according to the previously set schedule. (mk)
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Filing 113
STATUS Report (JOINT) by Timothy Cook, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Geoff Price, Michael Pykosz (Ehrlich, Andrew)
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Filing 112
STATUS Report (JOINT) by Timothy Cook, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Geoff Price, Michael Pykosz (Ehrlich, Andrew)
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Filing 111
STIPULATION AND ORDER signed by the Honorable Matthew F. Kennelly on 7/22/2023: Motion to approve stipulation is granted. (mk)
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Filing 110
ATTORNEY Appearance for Defendants Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, Piper Sandler & Co., William Blair & Company, L.L.C by Brian William O'Connor (O'Connor, Brian)
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Filing 109
MOTION by Defendants Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, Piper Sandler & Co., William Blair & Company, L.L.C to Approve Stipulation (Agreed) (Attachments: #1 Exhibit A)(Lape, Marcella)
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Filing 108
STATUS Report (JOINT) by Timothy Cook, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Geoff Price, Michael Pykosz (Ehrlich, Andrew)
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Filing 107
MINUTE entry before the Honorable Matthew F. Kennelly: Telephonic status hearing held on 7/13/2023 and continued to 8/24/2023 at 8:50 a.m. The following call-in number will be used for the hearing: 888-684-8852; access code 746-1053. The parties are directed to file joint status reports according to the previously set schedule. The joint status reports are to be detailed per the discussion held during today's hearing. Persons granted remote access to proceedings are reminded of the general prohibition against photographing, recording, and rebroadcasting of court proceedings. Violation of these prohibitions may result in sanctions, including removal of court issued media credentials, restricted entry to future hearings, denial of entry to future hearings, or any other sanctions deemed necessary by the Court. Mailed notice. (mma, )
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Filing 106
STATUS Report Joint Status Report by Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987 (Richter, Frank)
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Filing 105
MINUTE entry before the Honorable Matthew F. Kennelly: The joint motion for extension of time #104 is granted. The deadlines are extended as follows: deadline for substantial completion of document production - 11/15/2023, with rolling production in the interim; discussion of private mediation - 11/15/2023; motion for class certification - 12/1/2023, response - 2/6/2024, reply - 4/8/2024; deadline for amending pleadings - 2/15/2024; completion of fact discovery - 5/15/2024; Rule 26(a)(2) disclosures by party with burden of proof - 6/13/2024, with rebuttal disclosures due 7/18/2024 and reply disclosures due 8/22/2024; completion of expert discovery 9/20/2024; dispositive motion due date 10/17/2024, response - 12/18/2024, reply - 1/27/2025. This extension is conditioned upon the filing of status reports every 14 days, starting on 7/6/2023, providing details regarding the ongoing progress of document production (including ESI production). (mk)
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Filing 104
MOTION by Defendants Timothy Cook, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Geoff Price, Michael Pykosz for extension of time to complete discovery (JOINT Motion) (Yablon, Staci)
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Filing 103
MINUTE entry before the Honorable Matthew F. Kennelly: The Court has reviewed the parties' joint status report. The telephonic status hearing set for 5/9/2023 is vacated and reset to 7/13/2023 at 9:05 a.m., using call-in number 888-684-8852, access code 746-1053. A further joint status report detailing the progress of discovery is to be filed on 7/6/2023. (mk)
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Filing 102
STATUS Report (Joint Status Report) by Timothy Cook, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Geoff Price, Michael Pykosz (Ehrlich, Andrew)
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Filing 101
MINUTE entry before the Honorable Matthew F. Kennelly: Motion of Sara Brody to appear pro hac vice #100 is granted. (mk)
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Filing 100
MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number AILNDC-20528308. (Brody, Sara)
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Filing 99
ANSWER to amended complaint by Regina Benjamin, Carl Daley, Cheryl Dorsey, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Robbert Vorhoff, Srdjan Vukovic(Skakun, John)
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Filing 98
ANSWER to amended complaint by Newlight Harbour Point SPV, Newlight Partners LP(Ehrlich, Andrew)
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Filing 97
ANSWER to amended complaint by General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC(Ehrlich, Andrew)
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Filing 96
ANSWER to amended complaint by Griffin Myers, Geoff Price(Ehrlich, Andrew)
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Filing 95
ATTORNEY Appearance for Defendants Regina Benjamin, Carl Daley, Cheryl Dorsey, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Robbert Vorhoff, Srdjan Vukovic by Bonnie K. St. Charles (St. Charles, Bonnie)
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Filing 94
ATTORNEY Appearance for Defendants Regina Benjamin, Carl Daley, Cheryl Dorsey, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Robbert Vorhoff, Srdjan Vukovic by Jarrett Heaton Gross (Gross, Jarrett)
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Filing 93
ATTORNEY Appearance for Defendants Regina Benjamin, Carl Daley, Cheryl Dorsey, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Robbert Vorhoff, Srdjan Vukovic by John M Skakun, III (Skakun, John)
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Filing 92
MINUTE entry before the Honorable Matthew F. Kennelly: Plaintiffs' motion for an extension of time to file a motion to strike #91 is denied. (mk)
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Filing 91
MOTION by Movant Boston Retirement System, Plaintiff City of Dearborn Police & Fire Revised Retirement System for extension of time to file Motion to Strike Defendant's Answers (Fox, Christine)
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Filing 90
NOTICE by Peter A. Silverman of Change of Address (Silverman, Peter)
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Filing 89
NOTICE by Lisa Michelle Mazzone of Change of Address (Mazzone, Lisa)
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Filing 88
WITHDRAWING Rebecca Kaiser Fournier as counsel for Defendants Regina Benjamin, Timothy Cook, Carl Daley, Cheryl Dorsey, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Griffin Myers, Oak Street Health, Inc., Geoff Price, Michael Pykosz, Robbert Vorhoff, Srdjan Vukovic and substituting Lisa Michelle Mazzone as counsel of record (Mazzone, Lisa)
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Filing 87
ATTORNEY Appearance for Defendants Regina Benjamin, Timothy Cook, Carl Daley, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Griffin Myers, Oak Street Health, Inc., Geoff Price, Michael Pykosz, Robbert Vorhoff, Srdjan Vukovic by Lisa Michelle Mazzone (Mazzone, Lisa)
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Filing 86
MINUTE entry before the Honorable Matthew F. Kennelly: Motion of Jonathan Gardner to appear pro hac vice #84 is granted. (mk)
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Filing 85
AGREED CONFIDENTIALITY ORDER signed by the Honorable Matthew F. Kennelly on 3/21/2023. (mk)
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Filing 84
MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number AILNDC-20457142. (Gardner, Jonathan)
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Filing 83
ANSWER to amended complaint and Affirmative Defenses by Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, Piper Sandler & Co., William Blair & Company, L.L.C (Lape, Marcella)
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Filing 82
ANSWER to amended complaint by Timothy Cook, Oak Street Health, Inc., Michael Pykosz(Ehrlich, Andrew)
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Filing 81
MINUTE entry before the Honorable Matthew F. Kennelly: Certain defendants' motion for extension of time #80 is granted. The Director Defendants and Sponsor Defendants are given to 4/10/2023, to answer the complaint and are given to 4/24/2023 to serve Rule 26(a)(1) disclosures. This does not affect any other date or deadline the Court has set. (mk)
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Filing 80
MOTION by Defendants Regina Benjamin, Carl Daley, Cheryl Dorsey, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Geoff Price, Robbert Vorhoff, Srdjan Vukovic for extension of time to file answer regarding amended complaint, #40 and to Serve Initial Disclosures (Ehrlich, Andrew)
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Filing 79
MINUTE entry before the Honorable Matthew F. Kennelly: Motions of Staci Yablon #77 and Alison Benedon #78 to appear pro hac vice are granted. (mk)
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Filing 78
MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number AILNDC-20390282. (Benedon, Alison)
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Filing 77
MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number AILNDC-20390175. (Yablon, Staci)
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Filing 76
MINUTE entry before the Honorable Matthew F. Kennelly: The Court has reviewed the parties' joint status report and adopts the proposed schedule it contains. Defendant's answer is to be filed by3/10/2023. By 3/17/2023, the parties are to submit a proposed confidentiality order and are to serve document requests for which "substantial completion" applies. By 3/24/2023, the parties are to reach an agreement on an ESI protocol and are to serve Rule 26(a)(1) disclosures. The deadline for substantial completion of document production is 9/15/2023. The parties are to discuss the possibility of private mediation by 9/22/2023. Motion for class certification is to be filed by 9/29/2023; response is to be filed by 11/29/2023; reply is to be filed by 1/29/2024. Deadline for amending the complaint (under the Rules, leave of Court will be required) is 12/15/2023. Fact discovery is to be completed by 3/15/2024. Rule 26(a)(2) disclosure for party with burden of proof are to be served by 4/18/2024; rebuttal reports are to be served by 5/23/2024; reply reports are to be served by 6/27/2024. Expert discovery is to be completed by 7/25/2024. Deadline for filing dispositive motions is 8/20/2024; response is to be filed by 10/23/2024; reply is to be filed by 11/26/2024. The telephonic status hearing set for 3/6/2023 is vacated and reset to 5/9/2023 at 8:50 a.m., using call-in number 888-684-8852, access code 746-1053. A further joint status report detailing the progress of discovery is to be filed on 5/2/2024. (mk)
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Filing 75
STATUS Report Joint Status Report and [Proposed] Discovery and Pretrial Schedule by Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987 (Richter, Frank)
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Filing 74
MEMORANDUM OPINION AND ORDER signed by the Honorable Matthew F. Kennelly on 2/10/2023: For the reasons stated in the accompanying Memorandum Opinion and Order, the Court grants the defendants' motions to dismiss with respect to the Northeast Pension Funds' section 12(a)(2) claim and section 11 claim based on misrepresentations from the May 2021 SPO, but the motion is otherwise denied [dkt. no. 57]. Defendants are directed to answer the complaint within twenty-eight days of this order. The parties are directed to confer and attempt to agree upon a discovery and pretrial schedule to propose to the Court. A joint status report including a proposal, or alternative proposals if the parties cannot agree, is to be filed on February 24. 2023. A telephonic status hearing is set for March 6, 2023 at 9:00 a.m., using call-in number 888-684-8852, access code 746-1053. (mk)
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Filing 73
NOTIFICATION of Affiliates pursuant to Local Rule 3.2 by Boston Retirement System, City of Dearborn Police & Fire Revised Retirement System (Fox, Christine)
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Filing 72
NOTIFICATION of Affiliates pursuant to Local Rule 3.2 by Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987 (Richter, Frank)
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Filing 71
ANNUAL REMINDER: Pursuant to #Local Rule 3.2 (Notification of Affiliates)#, any nongovernmental party, other than an individual or sole proprietorship, must file a statement identifying all its affiliates known to the party after diligent review or, if the party has identified no affiliates, then a statement reflecting that fact must be filed. An affiliate is defined as follows: any entity or individual owning, directly or indirectly (through ownership of one or more other entities), 5% or more of a party. The statement is to be electronically filed as a PDF in conjunction with entering the affiliates in CM/ECF as prompted. As a reminder to counsel, parties must supplement their statements of affiliates within thirty (30) days of any change in the information previously reported. This minute order is being issued to all counsel of record to remind counsel of their obligation to provide updated information as to additional affiliates if such updating is necessary. If counsel has any questions regarding this process, this #LINK# will provide additional information. Signed by the Executive Committee on 12/29/2022: Mailed notice. (tg, )
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Filing 70
MINUTE entry before the Honorable Matthew F. Kennelly: Telephonic status hearing held on 10/28/2022. The Court will set a further status hearing once it rules on the motions to dismiss. Mailed notice. (mma, )
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Filing 69
REPLY by Regina Benjamin, Timothy Cook, Carl Daley, Cheryl Dorsey, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Morgan Stanley & Co. LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Piper Sandler & Co., Geoff Price, Michael Pykosz, Robbert Vorhoff, Srdjan Vukovic, William Blair & Company, L.L.C to MOTION by Defendants General Atlantic (OSH) Interholdco, L.P., Julie Klapstein, Piper Sandler & Co., Oak Street Health, Inc., Kim Keck, Geoff Price, Mohit Kaushal, Morgan Stanley & Co. LLC, Newlight Harbour Point SPV, Robbert Vorhoff, Michael Pykosz, #57 (Reply Memorandum of Law in Support of Defendants' Motion to Dismiss Lead Plaintiffs' Complaint for Violations of the Federal Securities Laws) (Attachments: #1 Supplemental Declaration of Daniel S. Sinnreich, #2 Exhibit Y, #3 Exhibit Z, #4 Exhibit AA)(Ehrlich, Andrew)
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Filing 68
MINUTE entry before the Honorable Matthew F. Kennelly: At the Court's instance, the telephonic status hearing set for 10/27/2022 is vacated and reset to 10/28/2022 at 9:30 a.m. The following call-in number will be used for the hearing: 888-684-8852, access code 746-1053. (mk)
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Filing 67
RESPONSE by Defendants Regina Benjamin, Timothy Cook, Carl Daley, Cheryl Dorsey, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Griffin Myers, Oak Street Health, Inc., Geoff Price, Michael Pykosz, Robbert Vorhoff, Srdjan Vukovic to Lead Plaintiffs' Supplemental Authority. (Ehrlich, Andrew)
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Filing 66
MINUTE entry before the Honorable Matthew F. Kennelly: Plaintiff's motion for leave to file supplemental authority #64 is granted. Defendants' motion for leave to file a response #65 is granted, to the following extent: Plaintiff's submission along with the two cases it cites was one page plus one sentence long. Defendants may file a response not to exceed three pages (including the signature block) by no later than 10/11/2022. (mk)
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Filing 65
MOTION by Defendants Regina Benjamin, Timothy Cook, Carl Daley, Cheryl Dorsey, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Griffin Myers, Oak Street Health, Inc., Geoff Price, Michael Pykosz, Robbert Vorhoff, Srdjan Vukovic for leave to file MOTION FOR LEAVE TO FILE RESPONSE IN OPPOSITION TO LEAD PLAITNIFFS' MOTION FOR LEAVE TO FILE SUPPLEMENTAL AUTHORITY (Silverman, Peter)
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Filing 64
MOTION by Movants Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987, Plaintiff City of Dearborn Police & Fire Revised Retirement System for leave to file LEAD PLAINTIFFS' MOTION FOR LEAVE TO FILE SUPPLEMENTAL AUTHORITY (Attachments: #1 Exhibit Ex. A City of Birmingham Relief & Ret. Sys. v. Acadia Pharms., Inc., 2022 WL 4491093 (S.D. Cal. Sept. 27, 2022), #2 Exhibit Ex. B Kasilingam v. Tilray, Inc., 2022 WL 4537846 (S.D.N.Y. Sept. 28, 2022))(Richter, Frank)
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Filing 63
RESPONSE by Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987, City of Dearborn Police & Fire Revised Retirement Systemin Opposition to MOTION by Defendants General Atlantic (OSH) Interholdco, L.P., Julie Klapstein, Piper Sandler & Co., Oak Street Health, Inc., Kim Keck, Geoff Price, Mohit Kaushal, Morgan Stanley & Co. LLC, Newlight Harbour Point SPV, Robbert Vorhoff, Michael Pykosz, #57 (Fox, Christine)
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Filing 62
NOTIFICATION of Affiliates pursuant to Local Rule 3.2 by Piper Sandler & Co. (Lape, Marcella)
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Filing 61
NOTIFICATION of Affiliates pursuant to Local Rule 3.2 by William Blair & Company, L.L.C (Lape, Marcella)
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Filing 60
NOTIFICATION of Affiliates pursuant to Local Rule 3.2 by Morgan Stanley & Co. LLC (Lape, Marcella)
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Filing 59
MEMORANDUM by Regina Benjamin, Timothy Cook, Carl Daley, Cheryl Dorsey, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Morgan Stanley & Co. LLC, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Oak Street Health, Inc., Piper Sandler & Co., Geoff Price, Michael Pykosz, Robbert Vorhoff, Srdjan Vukovic, William Blair & Company, L.L.C in support of motion to dismiss,, #57 (Attachments: #1 Declaration of Daniel S. Sinnreich, #2 Exhibit A, #3 Exhibit B, #4 Exhibit C, #5 Exhibit D, #6 Exhibit E, #7 Exhibit F, #8 Exhibit G, #9 Exhibit H, #10 Exhibit I, #11 Exhibit J, #12 Exhibit K, #13 Exhibit L, #14 Exhibit M, #15 Exhibit N, #16 Exhibit O, #17 Exhibit P, #18 Exhibit Q, #19 Exhibit R, #20 Exhibit S, #21 Exhibit T, #22 Exhibit U, #23 Exhibit V, #24 Exhibit W, #25 Exhibit X)(Ehrlich, Andrew)
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Filing 58
NOTIFICATION of Affiliates pursuant to Local Rule 3.2 by J.P. Morgan Securities LLC (Lape, Marcella)
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Filing 57
MOTION by Defendants General Atlantic (OSH) Interholdco, L.P., Julie Klapstein, Piper Sandler & Co., Oak Street Health, Inc., Kim Keck, Geoff Price, Mohit Kaushal, Morgan Stanley & Co. LLC, Newlight Harbour Point SPV, Robbert Vorhoff, Michael Pykosz, Goldman Sachs & Co. LLC, Srdjan Vukovic, Regina Benjamin, J.P. Morgan Securities LLC, General Atlantic LLC, Timothy Cook, Paul Kusserow, Newlight Partners LP, Cheryl Dorsey, Carl Daley, Griffin Myers, William Blair & Company, L.L.C to dismiss Lead Plaintiffs' Complaint for Violation of the Federal Securities Laws (Ehrlich, Andrew)
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Filing 56
NOTIFICATION of Affiliates pursuant to Local Rule 3.2 by Goldman Sachs & Co. LLC (Lape, Marcella)
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Filing 55
NOTIFICATION of Affiliates pursuant to Local Rule 3.2 by Newlight Harbour Point SPV, Newlight Partners LP (Silverman, Peter)
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Filing 54
NOTIFICATION of Affiliates pursuant to Local Rule 3.2 by General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC (Silverman, Peter)
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Filing 53
MINUTE entry before the Honorable Matthew F. Kennelly: Motion of James Fee to appear pro hac vice #50 is granted. (mk)
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Filing 52
ATTORNEY Appearance for Defendants Regina Benjamin, Carl Daley, Cheryl Dorsey, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Geoff Price, Robbert Vorhoff, Srdjan Vukovic by Daniel Shiah Sinnreich (Sinnreich, Daniel)
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Filing 51
ATTORNEY Appearance for Defendants Regina Benjamin, Carl Daley, Cheryl Dorsey, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Griffin Myers, Newlight Harbour Point SPV, Newlight Partners LP, Geoff Price, Robbert Vorhoff, Srdjan Vukovic by Andrew Ehrlich (Ehrlich, Andrew)
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Filing 50
MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number AILNDC-19666317. (Fee, James)
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Filing 49
MINUTE entry before the Honorable Matthew F. Kennelly: The Court has reviewed the status report and hereby vacates the telephone conference set for 7/22/2022. As proposed in the status report, the briefs in support of the defendants' motions to dismiss may total up to 45 pages in the aggregate; plaintiffs' response brief may be up to 45 pages; and defendants' replies may be up to 25 pages in the aggregate. (mk)
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Filing 48
STATUS Report by Timothy Cook, Oak Street Health, Inc., Michael Pykosz (Silverman, Peter)
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Filing 47
MINUTE entry before the Honorable Matthew F. Kennelly: Motion to adopt and align briefing schedule for all defendants #46 is granted; the briefing schedule previously set applies to all defendants. Defendants are directed to file by the close of business on 7/19/2022 a status report stating the number of pages of briefs they propose to file in support of any motion(s) to dismiss, so that the Court can assess this. The case is set for a telephonic status hearing on 7/22/2022 at 9:10 AM, using call-in number 888-684-8852, access code 746-1053. The Court reserves the right to vacate the hearing if it determines a hearing is not needed. (mk)
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Filing 46
MOTION by Movants Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987, Plaintiff City of Dearborn Police & Fire Revised Retirement System to Adopt and Align Briefing Schedule for All Defendants (Joint) (Fox, Christine)
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Filing 45
MINUTE entry before the Honorable Matthew F. Kennelly: Motion of Scott Musoff to appear pro hac vice #44 is granted. (mk)
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Filing 44
MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number AILNDC-19584784. (Musoff, Scott)
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Filing 43
ATTORNEY Appearance for Defendants Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, Piper Sandler & Co., William Blair & Company, L.L.C by Clare Lilek (Lilek, Clare)
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Filing 42
ATTORNEY Appearance for Defendants Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, Piper Sandler & Co., William Blair & Company, L.L.C by Marcella Louise Lape (Lape, Marcella)
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Filing 41
MINUTE entry before the Honorable Matthew F. Kennelly: Telephonic status hearing held on 5/31/2022 and continued to 10/27/2022 at 9:00 a.m. The following call-in number will be used for the hearing: 888-684-8852, access code 746-1053. Mailed notice. (mma, )
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SUMMONS Issued as to Defendant Newlight Harbour Point SPV (ak, )
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SUMMONS Issued as to Defendants Regina Benjamin, Carl Daley, Cheryl Dorsey, General Atlantic (OSH) Interholdco, L.P., General Atlantic LLC, Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Mohit Kaushal, Kim Keck, Julie Klapstein, Paul Kusserow, Morgan Stanley & Co. LLC, Griffin Myers, Newlight Partners LP, Piper Sandler & Co., Geoff Price, Robbert Vorhoff, Srdjan Vukovic, William Blair & Company, L.L.C (jk2, )
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Filing 40
AMENDED complaint by Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987, Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, City of Dearborn Police & Fire Revised Retirement System against All Defendants Lead Plaintiffs' Complaint For Violations of The Federal Securities Laws (Richter, Frank)
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Filing 39
ATTORNEY Appearance for Movants Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987 by Cameran Gilliam (Gilliam, Cameran)
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Filing 38
MINUTE entry before the Honorable Matthew F. Kennelly: Motions of Carol Villegas, Christine Fox, Jake Bissell-Linsk, and Guillaume Buell to appear pro hac vice are granted. (mk)
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Filing 37
MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number AILNDC-19453793. (Buell, Guillaume)
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Filing 36
MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number AILNDC-19453772. (Bissell-Linsk, Jake)
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Filing 35
MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number AILNDC-19453722. (Fox, Christine)
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Filing 34
MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number AILNDC-19453662. (Villegas, Carol)
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Filing 33
NOTICE by Peter A. Silverman of Change of Address (Silverman, Peter)
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Filing 32
NOTICE by Rebecca Rejeanne Kaiser of Change of Address (Kaiser, Rebecca)
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Filing 31
NOTIFICATION of Affiliates pursuant to Local Rule 3.2 by Timothy Cook, Oak Street Health, Inc., Michael Pykosz (Silverman, Peter)
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Filing 30
ORDER Appointing Lead Plaintiff and Approving Lead Plaintiff's Selection of Lead Counsel: Signed by the Honorable Matthew F. Kennelly on 3/25/2022. Mailed notice. (mma, )
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Filing 29
MINUTE entry before the Honorable Matthew F. Kennelly: Telephonic motion hearing held on 3/25/2022. Attorneys Andrew Ehrlich and Daneil Sinnreich's motions for pro hac vice are granted #27 #28 . Plaintiff's motion for appointment of lead plaintiff and lead counsel #5 is denied. Movant's motion for lead plaintiff and lead counsel #8 is denied. Movants' motion for appointment as lead plaintiff and approval of lead counsel #11 is granted. Enter order for lead plaintiff and approval of lead counsel. Defendants' agreed motion for entry of an order accepting service of process and extending time to respond to complaint #20 is granted. By no later than 5/25/2022, lead plaintiff is directed to either advise the Court that they are gong to proceed on the original complaint or they are to file an amended or consolidated complaint. Defendant's response to the complaint is due 7/25/2022. Plaintiffs' response to the motion to dismiss is due 9/26/2022; defendant's reply is due 10/26/2022. These are final dates. Discovery is stayed pending determination of any motion to dismiss. A telephonic status hearing is set for 5/31/2022 at 8:45 a.m. The following call-in number will be used for the hearing: 888-684-8852, access code 746-1053. Mailed notice. (mma, )
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Filing 28
MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number 0752-19280573. (Sinnreich, Daniel)
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Filing 27
MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number 0752-19279311. (Ehrlich, Andrew)
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Filing 26
STATUS Report Joint Status Report Regarding Pretrial and Discovery Schedule by Timothy Cook, Oak Street Health, Inc., Michael Pykosz (Silverman, Peter)
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Filing 25
RESPONSE by Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987 to MOTION by Movants Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987 for Appointment as Lead Plaintiff and for Approval of Lead Plaintif #11 Notice of Unopposed Motion (Myers, Danielle)
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Filing 24
NOTICE by Reginald T. Allison Notice of Non-Opposition of Reginald T. Allison to Competing Motions for Appointment as Lead Plaintiff and Approval of Counsel (Miller, Marvin)
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Filing 23
ATTORNEY Appearance for Movants Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987 by Frank Anthony Richter (Richter, Frank)
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Filing 22
ATTORNEY Appearance for Movants Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987 by James E Barz (Barz, James)
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Filing 21
ATTORNEY Appearance for Defendants Timothy Cook, Oak Street Health, Inc., Michael Pykosz by Rebecca Rejeanne Kaiser (Kaiser, Rebecca)
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Filing 20
MOTION by Defendants Timothy Cook, Oak Street Health, Inc., Michael Pykosz for extension of time to file answer AGREED MOTION FOR ENTRY OF AN ORDER ACCEPTING SERVICE OF PROCESS AND EXTENDING TIME TO RESPOND TO COMPLAINT (Silverman, Peter)
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Filing 19
ATTORNEY Appearance for Defendants Timothy Cook, Oak Street Health, Inc., Michael Pykosz by Peter A. Silverman (Silverman, Peter)
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Filing 18
NOTICE by Employees Retirement System of the City of Baltimore, Employees Retirement System of the City of Kansas City, Missouri NOTICE OF WITHDRAWALOF MOTION FOR APPOINTMENT AS LEAD PLAINTIFF AND APPROVAL OF SELECTION OF COUNSEL (Gilden, Carol)
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Filing 17
MINUTE entry before the Honorable Matthew F. Kennelly: Motion of Francis McConville to appear pro hac vice #16 is granted. (mk)
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Filing 16
MOTION for Leave to Appear Pro Hac Vice Filing fee $ 150, receipt number 0752-19259714. (Mcconville, Francis)
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Filing 15
MINUTE entry before the Honorable Matthew F. Kennelly: Telephonic status hearing and hearing on motions to appoint lead plaintiff (etc.) #5 #8 #11 is set for 3/25/2022 at 8:55 AM, using call-in number 888-684-8852, access code 746-1053. Counsel should wait for the case to be called before announcing themselves. Any objections to any of the pending motions are to be filed by 3/22/2022. The parties are directed to confer and attempt to agree regarding an appropriate pretrial and discovery schedule and are to file a joint status report in this regard on 3/23/2022. (mk)
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Filing 14
DECLARATION of CAROL V GILDEN regarding motion for miscellaneous relief #8 for Appointment as Lead Plaintiff and Approval of Selection of Counsel (Attachments: #1 Exhibit A - Certifications, #2 Exhibit B - Loss Chart, #3 Exhibit C- Joint Declaration, #4 Exhibit D- Notice, #5 Exhibit E - Resume-Saxena White, #6 Exhibit F- Resume - Cohen Milstein)(Gilden, Carol)
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Filing 13
MEMORANDUM by Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987 in support of motion for miscellaneous relief, #11 (Myers, Danielle)
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Filing 12
MEMORANDUM by Employees Retirement System of the City of Baltimore, Employees Retirement System of the City of Kansas City, Missouri in support of motion for miscellaneous relief #8 Appointment as Lead Plaintiff and Approval of Selection of Counsel (Gilden, Carol)
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Filing 11
MOTION by Movants Boston Retirement System, Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987 for Appointment as Lead Plaintiff and for Approval of Lead Plaintiff's Selection of Lead Counsel (Attachments: #1 Exhibit A - PSLRA Notice, #2 Exhibit B - Certifications, #3 Exhibit C - Estimate of losses, #4 Exhibit D - Joint Declaration in Support)(Myers, Danielle)
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Filing 10
NOTICE of Motion by Carol V Gilden for presentment of (Gilden, Carol)
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Filing 9
ATTORNEY Appearance for Movants Central Pennsylvania Teamsters Pension Fund - Defined Benefit Plan, Central Pennsylvania Teamsters Pension Fund - Retirement Income Plan 1987, Boston Retirement System by Danielle S. Myers (Myers, Danielle)
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Filing 8
MOTION by Movants Employees Retirement System of the City of Baltimore, Employees Retirement System of the City of Kansas City, Missouri for Appointment as Lead Plaintiff and Approval of Selection of Counsel (Gilden, Carol)
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Filing 7
ATTORNEY Appearance for Movants Employees Retirement System of the City of Baltimore, Employees Retirement System of the City of Kansas City, Missouri by Carol V Gilden (Gilden, Carol)
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Filing 6
MEMORANDUM by Reginald T. Allison in support of motion for miscellaneous relief #5 Memorandum of Law in Support of Motion of Reginald T. Allison for Appointment as Lead Plaintiff and Approval of Counsel (Miller, Marvin)
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Filing 5
MOTION by Plaintiff Reginald T. Allison for Appointment as Lead Plaintiff and Approval of Counsel (Attachments: #1 Exhibit A, #2 Exhibit B, #3 Exhibit C, #4 Exhibit D)(Miller, Marvin)
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Filing 4
SUMMONS Returned Executed by Reginald T. Allison as to Oak Street Health, Inc. on 1/31/2022, answer due 2/21/2022. (Miller, Marvin)
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SUMMONS Issued as to Defendants Timothy Cook, Michael Pykosz (jmk, )
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SUMMONS Issued as to Defendant Oak Street Health, Inc. (lxk, )
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CLERK'S NOTICE: Pursuant to Local Rule 73.1(b), a United States Magistrate Judge of this court is available to conduct all proceedings in this civil action. If all parties consent to have the currently assigned United States Magistrate Judge conduct all proceedings in this case, including trial, the entry of final judgment, and all post-trial proceedings, all parties must sign their names on the attached #Consent To# form. This consent form is eligible for filing only if executed by all parties. The parties can also express their consent to jurisdiction by a magistrate judge in any joint filing, including the Joint Initial Status Report or proposed Case Management Order. (ey, )
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CASE ASSIGNED to the Honorable Matthew F. Kennelly. Designated as Magistrate Judge the Honorable Gabriel A. Fuentes. Case assignment: Random assignment. (ey, )
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Filing 3
ATTORNEY Appearance for Plaintiff Reginald T. Allison by Marvin Alan Miller (Miller, Marvin)
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Filing 2
CIVIL Cover Sheet (Miller, Marvin)
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Filing 1
COMPLAINT filed by Reginald T. Allison; Jury Demand. Filing fee $ 402, receipt number 0752-19041126.(Miller, Marvin)
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