Lockton Companies, LLC - Pacific Series et al v. Giblin
| Lockton Companies, LLC - Pacific Series, Lockton Investment Advisors, LLC, Lockton Investment Securities, LLC, Lockton Financial Advisors, LLC and Lockton Partners, LLC |
| Sallie F. Giblin |
| 4:2022cv00791 |
| November 30, 2022 |
| US District Court for the Western District of Missouri |
| Stephen R Bough |
| Gary A Fenner |
| Defend Trade Secrets Act (of 2016) |
| Both |
Docket Report
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This docket was last retrieved on May 19, 2023. A more recent docket listing may be available from PACER.
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Filing 57
CERTIFICATE OF SERVICE by Lockton Companies, LLC - Pacific Series, Lockton Investment Advisors, LLC, Lockton Investment Securities, LLC, Lockton Partners, LLC filed by Jennifer L. Berhorst on behalf of Plaintiffs Lockton Companies, LLC - Pacific Series, Lockton Investment Advisors, LLC, Lockton Investment Securities, LLC, Lockton Partners, LLC.(Berhorst, Jennifer)
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Filing 56
CERTIFICATE OF SERVICE by Sallie F. Giblin filed by Stacey R. Gilman on behalf of Defendant Sallie F. Giblin.(Gilman, Stacey)
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Filing 55
ORDER granting #54 motion to appear pro hac vice entered by Clerk of Court. Attorney Lorraine M. Casto for Sallie F. Giblin allowed to appear pro hac vice. This entry will serve as authorization for the pro hac participation by the attorney. Western District of Missouri Local Rule 5.1 requires documents to be filed electronically. If pro hac vice counsel has not already done so, counsel is directed to immediately register for a WDMO e-filing account for NextGen CM/ECF. This will enable counsel to electronically file documents and receive electronic notification of filings. Register for a WDMO e-filing account at #PACER. This is a TEXT ONLY ENTRY. No document is attached. (Berner, Crystal)
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Filing 54
Motion to allow Lorraine M. Casto to appear pro hac vice (Pro Hac fee $100 receipt number AMOWDC-8448046) filed by Stacey R. Gilman on behalf of Sallie F. Giblin. (Gilman, Stacey)
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Filing 53
ANSWER to #16 Amended Complaint, on behalf of Sallie F. Giblin.(Gilman, Stacey)
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Filing 52
RETURN OF SERVICE (non cmp) on Berkeley Research Group, LLC of Subpoena to Produce Documents (Stout, Courtney)
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Filing 51
CERTIFICATE OF SERVICE by Sallie F. Giblin filed by Stacey R. Gilman on behalf of Defendant Sallie F. Giblin.(Gilman, Stacey)
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Filing 50
CERTIFICATE OF SERVICE OF INITIAL RULE 26 DISCLOSURES filed by Jennifer L. Berhorst on behalf of Plaintiffs Lockton Companies, LLC - Pacific Series, Lockton Investment Advisors, LLC, Lockton Investment Securities, LLC, Lockton Partners, LLC.(Berhorst, Jennifer)
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Filing 49
PROTECTIVE ORDER. Signed on 4/19/2023 by District Judge Stephen R. Bough. (Attachments: #1 STIPULATED ESI DISCOVERY PROTOCOL) (Richard, Tracey)
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Filing 48
RETURN OF SERVICE (non cmp) (Stout, Courtney)
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Filing 47
NOTICE of filing Notice of Intent to Serve Document Subpoena on Alliant Insurance Services by Lockton Companies, LLC - Pacific Series, Lockton Investment Advisors, LLC, Lockton Investment Securities, LLC, Lockton Partners, LLC (Attachments: #1 Exhibit 1)(Berhorst, Jennifer)
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Filing 46
Joint MOTION for protective order and Proposed ESI Protocol filed by Jennifer L. Berhorst on behalf of All Plaintiffs. Suggestions in opposition/response due by 5/2/2023 unless otherwise directed by the court. (Attachments: #1 Exhibit 1, #2 Exhibit 2)(Berhorst, Jennifer)
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Filing 45
NOTICE of filing Notice of Intent to Serve Document Subpoena on Berkeley Research Group by Lockton Companies, LLC - Pacific Series, Lockton Investment Advisors, LLC, Lockton Investment Securities, LLC, Lockton Partners, LLC (Attachments: #1 Exhibit 1)(Berhorst, Jennifer)
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Filing 44
CERTIFICATE OF SERVICE by Sallie F. Giblin Certificate of Service of Defendant Sallie F. Giblin Discovery Requests filed by Stacey R. Gilman on behalf of Defendant Sallie F. Giblin.(Gilman, Stacey)
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Filing 43
Before the Court is an Agreed Motion by Defendant Sallie Giblin For Extension of Time to Respond to Amended Complaint (With Incorporated Suggestions in Support). (Doc. #42.) Upon review, the motion is GRANTED. Defendant may respond to Plaintiff's Amended Complaint on or before May 8, 2023. Signed on 4/11/2023 by District Judge Stephen R. Bough. This is a TEXT ONLY ENTRY. No document is attached. (Richard, Tracey)
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Filing 42
MOTION for extension of time filed by Stacey R. Gilman on behalf of Sallie F. Giblin. Suggestions in opposition/response due by 4/25/2023 unless otherwise directed by the court. (Gilman, Stacey)
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Filing 41
CERTIFICATE OF SERVICE by Lockton Companies, LLC - Pacific Series, Lockton Investment Advisors, LLC, Lockton Investment Securities, LLC, Lockton Partners, LLC filed by Jennifer L. Berhorst on behalf of Plaintiffs Lockton Companies, LLC - Pacific Series, Lockton Investment Advisors, LLC, Lockton Investment Securities, LLC, Lockton Partners, LLC.(Berhorst, Jennifer)
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Filing 40
RULES OF JURY TRIAL. Signed on 4/7/2023 by District Judge Stephen R. Bough. (Richard, Tracey)
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Filing 39
SCHEDULING ORDER: Discovery due by 12/18/2023. Dispositive Motions due by 2/19/2024. Pretrial Conference set for 6/21/2024 at 10:00 AM Courtroom 7B, Kansas City (SRB) before District Judge Stephen R. Bough. Jury Trial set for 7/22/2024 at 9:00 AM in Courtroom 7B, Kansas City (SRB) before District Judge Stephen R. Bough. Signed on 4/7/2023 by District Judge Stephen R. Bough. (Richard, Tracey)
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Filing 38
Minute Entry. Proceedings held before District Judge Stephen R. Bough: SCHEDULING CONFERENCE held on 4/7/2023. Scheduling Order to be entered. Time in court: 10:35 a.m. to 10:45 a.m. To order a transcript of this hearing please contact Gayle Wambolt, 816-512-5641, gayle_wambolt@mow.uscourts.gov. This is a TEXT ONLY ENTRY. No document is attached. (Richard, Tracey)
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Filing 37
ORDER granting #35 motion to appear pro hac vice entered by Clerk of Court. Attorney Debra L Fischer for Sallie F. Giblin allowed to appear pro hac vice. This entry will serve as authorization for the pro hac participation by the attorney. Western District of Missouri Local Rule 5.1 requires documents to be filed electronically. If pro hac vice counsel has not already done so, counsel is directed to immediately register for a WDMO e-filing account for NextGen CM/ECF. This will enable counsel to electronically file documents and receive electronic notification of filings. Register for a WDMO e-filing account at #PACER. This is a TEXT ONLY ENTRY. No document is attached. (Lock, Tania)
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Filing 36
Mediation and Assessment Program Reminder: Your post-mediation status report is due within 10 calendar days after the mediation. See MAP FAQs on Court's website for specifics and submit report(s) to: map@mow.uscourts.gov.(Ellis, Lindsey)
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Filing 35
Motion to allow Debra L. Fischer to appear pro hac vice (Pro Hac fee $100 receipt number AMOWDC-8399202) filed by Stacey R. Gilman on behalf of Sallie F. Giblin. (Gilman, Stacey)
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Filing 34
ORDER denying #21 motion to dismiss case.. Signed on 3/31/2023 by District Judge Stephen R. Bough. (Richard, Tracey)
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Filing 33
DESIGNATION OF MEDIATOR naming Amy Coopman(Berhorst, Jennifer)
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Filing 32
NOTICE of filing Intent to Serve Document Subpoena on Irvine Company Office Properties by Lockton Companies, LLC - Pacific Series, Lockton Investment Advisors, LLC, Lockton Investment Securities, LLC, Lockton Partners, LLC (Attachments: #1 Exhibit 1)(Berhorst, Jennifer)
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Filing 31
Joint PROPOSED SCHEDULING ORDER and Trial Order for Jury Trial by Lockton Companies, LLC - Pacific Series, Lockton Investment Advisors, LLC, Lockton Investment Securities, LLC, Lockton Partners, LLC. (Berhorst, Jennifer)
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Filing 30
REPLY SUGGESTIONS to motion re #21 MOTION to dismiss case Defendant's Reply Suggestions in Support of Motion to Dismiss filed by Stacey R. Gilman on behalf of Defendant Sallie F. Giblin. (Related document(s) #21 ) (Gilman, Stacey)
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Filing 29
ORDER: Before the Court is an Unopposed Motion by Defendant Sallie Giblin For Four Excess Pages For Reply In Support Of Motion To Dismiss (With Incorporated Suggestions In Support). (Doc. #28.) Upon review, the motion is GRANTED. Defendants reply in support of her Motion to Dismiss may exceed page limitations by (4) four pages. Signed on March 24, 2023 by District Judge Stephen R. Bough. This is a TEXT ONLY ENTRY. No document is attached. (Melvin, Greg)
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Filing 28
MOTION for leave to file excess pages Unopposed Motion by Defendant Sallie Giblin for Four Excess Pages for Reply in Support of Motion to Dismiss (with Incorporated Suggestions in Support) filed by Stacey R. Gilman on behalf of Sallie F. Giblin. Suggestions in opposition/response due by 4/7/2023 unless otherwise directed by the court. (Gilman, Stacey)
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Filing 27
ORDER granting #26 motion to appear pro hac vice entered by Clerk of Court. Attorney Veronica J. Lew for Sallie F. Giblin allowed to appear pro hac vice. This entry will serve as authorization for the pro hac participation by the attorney. Western District of Missouri Local Rule 5.1 requires documents to be filed electronically. If pro hac vice counsel has not already done so, counsel is directed to immediately register for a WDMO e-filing account for NextGen CM/ECF. This will enable counsel to electronically file documents and receive electronic notification of filings. Register for a WDMO e-filing account at #PACER. This is a TEXT ONLY ENTRY. No document is attached. (Berner, Crystal)
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Filing 26
Motion to allow Veronica J. Lew to appear pro hac vice (Pro Hac fee $100 receipt number AMOWDC-8370571) filed by Stacey R. Gilman on behalf of Sallie F. Giblin. (Gilman, Stacey)
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Filing 25
SUGGESTIONS in opposition re #21 MOTION to dismiss case filed by Jennifer L. Berhorst on behalf of Plaintiffs Lockton Companies, LLC - Pacific Series, Lockton Investment Advisors, LLC, Lockton Investment Securities, LLC, Lockton Partners, LLC. Reply suggestions due by 3/28/2023 unless otherwise directed by the court. (Related document(s) #21 ) (Berhorst, Jennifer)
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Filing 24
Before the Court is an Unopposed Motion By Plaintiffs For Three Excess Pages In Support Of Plaintiffs' Opposition To Defendant's Motion To Dismiss. (Doc. #23.) Upon review, the motion is GRANTED. Plaintiffs' opposition to Defendant's Motion to Dismiss may exceed page limitations by (3) three pages. Signed on 3/14/2023 by District Judge Stephen R. Bough. This is a TEXT ONLY ENTRY. No document is attached. (Richard, Tracey)
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Filing 23
MOTION for leave to file excess pages Unopposed Motion by Plaintiffs for Three Excess Pages in Support of Plaintiffs' Opposition to Defendant's Motion to Dismiss filed by Courtney Marie Stout on behalf of All Plaintiffs. Suggestions in opposition/response due by 3/27/2023 unless otherwise directed by the court. (Stout, Courtney)
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Filing 22
SUGGESTIONS in support re #21 MOTION to dismiss case filed by Stacey R. Gilman on behalf of Defendant Sallie F. Giblin. (Related document(s) #21 ) (Gilman, Stacey)
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Filing 21
MOTION to dismiss case filed by Stacey R. Gilman on behalf of Sallie F. Giblin. Suggestions in opposition/response due by 3/14/2023 unless otherwise directed by the court. (Gilman, Stacey)
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Filing 20
Before the Court is an Unopposed Motion by Defendant Sallie Giblin For Seven Excess Pages in Support of Motion to Dismiss with Incorporated Suggestions in Support. (Doc. #19.) Upon review, the motion is GRANTED. Defendant's Motion to Dismiss may exceed page limitations by (7) seven pages. Signed on 2/24/2023 by District Judge Stephen R. Bough. This is a TEXT ONLY ENTRY. No document is attached. (Richard, Tracey)
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Filing 19
MOTION for leave to file excess pages Unopposed Motion by Defendant Sallie Giblin for Seven Excess Pages in Support of Motion to Dismiss (with Incorporated Suggestions in Support) filed by Stacey R. Gilman on behalf of Sallie F. Giblin. Suggestions in opposition/response due by 3/10/2023 unless otherwise directed by the court. (Gilman, Stacey)
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Filing 18
NOTICE of appearance by Courtney Marie Stout on behalf of All Plaintiffs (Attorney Courtney Marie Stout added to party Lockton Companies, LLC - Pacific Series(pty:pla), Attorney Courtney Marie Stout added to party Lockton Investment Advisors, LLC(pty:pla), Attorney Courtney Marie Stout added to party Lockton Investment Securities, LLC(pty:pla), Attorney Courtney Marie Stout added to party Lockton Partners, LLC(pty:pla))(Stout, Courtney)
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Filing 17
Before this Court is the Defendant's Motion to Dismiss (Doc. #9). Based upon the filing of the Amended Complaint, the Motion to Dismiss is denied as Moot. Signed on 2/22/2023 by District Judge Stephen R. Bough. This is a TEXT ONLY ENTRY. No document is attached. (Richard, Tracey)
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Filing 16
AMENDED COMPLAINT against Sallie F. Giblin filed by Jennifer L. Berhorst on behalf of All Plaintiffs. (Attachments: #1 Exhibit A, #2 Exhibit B, #3 Exhibit C, #4 Exhibit D, #5 Exhibit E, #6 Exhibit F, #7 Exhibit G)(Berhorst, Jennifer)
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Filing 15
Before the Court is the Plaintiffs Unopposed Motion For Extension Of Time. (Doc. #14 ) Upon review, the motion is GRANTED. Plaintiff shall respond to Defendants Motion to Dismiss on or before February 21, 2023. Signed on 2/14/2023 by District Judge Stephen R. Bough. This is a TEXT ONLY ENTRY. No document is attached. (Houston, Kiambu)
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Filing 14
MOTION for extension of time to file response/reply as to #9 MOTION to dismiss case PLAINTIFFS UNOPPOSED MOTION FOR EXTENSION OF TIME filed by Jennifer L. Berhorst on behalf of All Plaintiffs. Suggestions in opposition/response due by 2/28/2023 unless otherwise directed by the court. (Related document(s) #9 ) (Berhorst, Jennifer)
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NOTICE of filing: Mediation and Assessment Program Reminder: Your Designation of Mediator is due soon (filed as an ADR event in CM/ECF). See Notice of Inclusion and MAP General Order for specifics. (ADI, MAP)
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Filing 13
RULE 16 NOTICE. Proposed scheduling order due by 3/28/2023. Scheduling Conference set for 4/7/2023 at 10:30 AM in Courtroom 7B, Kansas City (SRB) before District Judge Stephen R. Bough. Signed on 2/6/2023 by District Judge Stephen R. Bough. (Richard, Tracey)
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Filing 12
ORDER granting #11 motion to appear pro hac vice entered by Clerk of Court. Attorney Seth Gerber for Sallie F. Giblin allowed to appear pro hac vice. This entry will serve as authorization for the pro hac participation by the attorney. Western District of Missouri Local Rule 5.1 requires documents to be filed electronically. If pro hac vice counsel has not already done so, counsel is directed to immediately register for a WDMO e-filing account for NextGen CM/ECF. This will enable counsel to electronically file documents and receive electronic notification of filings. Register for a WDMO e-filing account at #PACER. This is a TEXT ONLY ENTRY. No document is attached. (Warren, Melissa)
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Filing 11
Motion to allow Seth M. Gerber to appear pro hac vice (Pro Hac fee $100 receipt number AMOWDC-8305064) filed by Stacey R. Gilman on behalf of Sallie F. Giblin. (Gilman, Stacey)
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Filing 10
SUGGESTIONS in support re #9 MOTION to dismiss case filed by Stacey R. Gilman on behalf of Defendant Sallie F. Giblin. (Related document(s) #9 ) (Gilman, Stacey)
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Filing 9
MOTION to dismiss case filed by Stacey R. Gilman on behalf of Sallie F. Giblin. Suggestions in opposition/response due by 2/14/2023 unless otherwise directed by the court. (Gilman, Stacey)
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Filing 8
Before the Court is an Unopposed Motion by Defendant Sallie Giblin For Five Excess Pages in Support of Motion to Dismiss (With Incorporated Suggestions in Support). (Doc. #7.) Upon review, the motion is GRANTED. Defendant's Motion to Dismiss may exceed page limitations by (5) five pages. Signed on 1/30/2023 by District Judge Stephen R. Bough. This is a TEXT ONLY ENTRY. No document is attached. (Richard, Tracey)
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Filing 7
MOTION for leave to file excess pages Unopposed Motion by Defendant Sallie Giblin for Five Excess Pages in Support of Motion to Dismiss filed by Stacey R. Gilman on behalf of Sallie F. Giblin. Suggestions in opposition/response due by 2/10/2023 unless otherwise directed by the court. (Attorney Stacey R. Gilman added to party Sallie F. Giblin(pty:dft))(Gilman, Stacey)
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Filing 6
NOTICE OF REASSIGNMENT Per #5 Order, this case is reassigned to District Judge Stephen R. Bough for all further proceedings. Please note the new case number: 4:22-cv-00791-SRB (Ellis, Lindsey)
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Filing 5
ORDER TRANSFERRING/REASSIGNING CASE. Case reassigned to District Judge Stephen R. Bough for all further proceedings. District Judge Gary A. Fenner no longer assigned to case Signed on 12/8/2022 by District Judge Gary A. Fenner. (Ellis, Lindsey)
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Filing 4
RETURN OF WAIVER OF SERVICE filed by Lockton Companies, LLC - Pacific Series, Lockton Investment Securities, LLC, Lockton Investment Advisors, LLC, Lockton Partners, LLC. Waiver sent to Sallie F. Giblin on 12/2/2022, answer due 1/31/2023. (Berhorst, Jennifer)
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Filing 3
DISCLOSURE OF CORPORATE INTERESTS filed by Jennifer L. Berhorst on behalf of Plaintiffs Lockton Companies, LLC - Pacific Series, Lockton Investment Advisors, LLC, Lockton Investment Securities, LLC, Lockton Partners, LLC.(Berhorst, Jennifer)
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Filing 2
NOTICE OF INCLUSION FOR MEDIATION AND ASSESSMENT PROGRAM (MAP). REVIEW NOTICE AND MAP GENERAL ORDER CAREFULLY FOR IMPORTANT CHANGES, DEADLINES AND REQUIREMENTS.Notice of MAP assignment to an outside mediator. (Attachments: #1 MAP General Order)(Woods, Gloria)
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SUMMONS ISSUED as to Sallie F. Giblin. (Woods, Gloria)
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Filing 1
COMPLAINT against Sallie F. Giblin filed by Jennifer L. Berhorst on behalf of All Plaintiffs. Filing fee $402, receipt number AMOWDC-8213661. Service due by 2/28/2023 unless otherwise directed by the court. (Attachments: #1 Exhibit A, #2 Exhibit B, #3 Exhibit C, #4 Exhibit D, #5 Exhibit E, #6 Exhibit F, #7 Civil Cover Sheet)(Berhorst, Jennifer)
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