JS Halberstam Irrevocable Grantor Trust v. Davis et al
Plaintiff: JS Halberstam Irrevocable Grantor Trust
Defendant: Mark B. Ganz, James Lobdell, Maria M. Pope, Michael H. Millegan, Rodney L. Brown, Jr., Charles W. Shivery, James P. Torgerson, Jack E. Davis, Ph.D. Kathryn J. Jackson, John W. Ballantine, Neil J. Nelson, Kirby A. Dyess, Marie Oh Huber, Michael A. Lewis and Ph.D M. Lee Pelton
Nominal Defendant: Portland General Electric Company
Case Number: 3:2021cv00413
Filed: March 17, 2021
Court: US District Court for the District of Oregon
Presiding Judge: Michael H Simon
Nature of Suit: Stockholder's Suits
Cause of Action: 28 U.S.C. § 1331
Jury Demanded By: Plaintiff
Docket Report

This docket was last retrieved on May 9, 2022. A more recent docket listing may be available from PACER.

Date Filed Document Text
May 4, 2021 Opinion or Order Filing 12 ORDER - The Parties' Joint Motion to Stay (ECF #10 ) is GRANTED. The parties shall file a Joint Status Report no later than September 16, 2021. Ordered by Judge Michael H. Simon. (mja)
May 3, 2021 Opinion or Order Filing 11 Declaration of Dallas DeLuca in Support of Joint Motion to Stay. Filed by James Lobdell, Maria M. Pope, Portland General Electric Company. (Related document(s): Motion for Stay #10 .) (Attachments: #1 Exhibit 1) (DeLuca, Dallas)
May 3, 2021 Opinion or Order Filing 10 Joint Motion for Stay - Unopposed. Filed by James Lobdell, Maria M. Pope, Portland General Electric Company. (DeLuca, Dallas)
March 19, 2021 Opinion or Order Filing 9 ORDER - Plaintiff's Motion for Leave to Appear Pro Hac Vice for attorney David C. Katz (ECF #6 ) is GRANTED. Ordered by Judge Michael H. Simon. (mja)
March 19, 2021 Opinion or Order Filing 8 ORDER - Plaintiff's Motion for Leave to Appear Pro Hac Vice for attorney Mark D. Smilow (ECF #5 ) is GRANTED. Ordered by Judge Michael H. Simon. (mja)
March 19, 2021 Opinion or Order Filing 7 ORDER - Plaintiff's Motion for Leave to Appear Pro Hac Vice for attorney Joshua M. Rubin (ECF #4 ) is GRANTED. Ordered by Judge Michael H. Simon. (mja)
March 19, 2021 Opinion or Order Filing 6 Motion for Leave to Appear Pro Hac Vice. Pro Hac Vice admission requested by attorney David C. Katz. Filing fee in the amount of $300 collected; Agency Tracking ID: AORDC-7998965. Filed by JS Halberstam Irrevocable Grantor Trust. (Katz, David)
March 19, 2021 Opinion or Order Filing 5 Motion for Leave to Appear Pro Hac Vice. Pro Hac Vice admission requested by attorney Mark D. Smilow. Filing fee in the amount of $300 collected; Agency Tracking ID: AORDC-7998907. Filed by JS Halberstam Irrevocable Grantor Trust. (Smilow, Mark)
March 19, 2021 Opinion or Order Filing 4 Motion for Leave to Appear Pro Hac Vice. Pro Hac Vice admission requested by attorney Joshua M. Rubin. Filing fee in the amount of $300 collected; Agency Tracking ID: AORDC-7998846. Filed by JS Halberstam Irrevocable Grantor Trust. (Rubin, Joshua)
March 19, 2021 Opinion or Order Clerk's Review of Motion for Leave to Appear Pro Hac Vice. Pro Hac Vice admission requested by attorney Mark D. Smilow. Filing fee in the amount of $300 collected; Agency Tracking ID: AORDC-7998907 #5 : Reviewed and Ready for Ruling. (ecp)
March 19, 2021 Opinion or Order Clerk's Review of Motion for Leave to Appear Pro Hac Vice. Pro Hac Vice admission requested by attorney David C. Katz. Filing fee in the amount of $300 collected; Agency Tracking ID: AORDC-7998965 #6 : Reviewed and Ready for Ruling. (ecp)
March 19, 2021 Opinion or Order Clerk's Review of Motion for Leave to Appear Pro Hac Vice. Pro Hac Vice admission requested by attorney Joshua M. Rubin. Filing fee in the amount of $300 collected; Agency Tracking ID: AORDC-7998846 #4 : Reviewed and Ready for Ruling. (ecp)
March 17, 2021 Opinion or Order Filing 3 Summons Issued Electronically as to John W. Ballantine, Rodney L. Brown, Jr, Jack E. Davis, Kirby A. Dyess, Mark B. Ganz, Marie Oh Huber, Kathryn J. Jackson, Michael A. Lewis, James Lobdell, Michael H. Millegan, Neil J. Nelson, M. Lee Pelton, Maria M. Pope, Portland General Electric Company, Charles W. Shivery, James P. Torgerson. NOTICE: Counsel shall print and serve the summonses and all documents issued by the Clerk at the time of filing upon all named parties in accordance with Local Rule 3-5. (joha)
March 17, 2021 Opinion or Order Filing 2 Notice of Case Assignment to Judge Michael H. Simon and Discovery and Pretrial Scheduling Order. NOTICE: Counsel shall print and serve the summonses and all documents issued by the Clerk at the time of filing upon all named parties in accordance with Local Rule 3-5. Discovery is to be completed by 7/15/2021. Joint Alternate Dispute Resolution Report is due by 8/16/2021. Pretrial Order is due by 8/16/2021. Ordered by Judge Michael H. Simon. (joha)
March 17, 2021 Opinion or Order Filing 1 Complaint. Verified Shareholder Derivative Complaint Filing fee in the amount of $402 collected. Agency Tracking ID: AORDC-7996009 Jury Trial Requested: Yes. Filed by JS Halberstam Irrevocable Grantor Trust against John W Ballantine, Rodney L Brown, Jr, Jack E Davis, Kirby A. Dyess, Mark B. Ganz, Marie Oh Huber, Kathryn J. Jackson, Michael A. Lewis, James Lobdell, Michael H. Millegan, Neil J. Nelson, M. Lee Pelton, Maria M. Pope, Portland General Electric Company, Charles W. Shivery, James P. Torgerson (Attachments: #1 Attachment Verification, #2 Civil Cover Sheet, #3 Proposed Summons Davis, #4 Proposed Summons Ballantine, #5 Proposed Summons Brown, #6 Proposed Summons Dyess, #7 Proposed Summons Ganz, #8 Proposed Summons Huber, #9 Proposed Summons Jackson, #10 Proposed Summons Millegan, #11 Proposed Summons Nelson, #12 Proposed Summons Pelton, #13 Proposed Summons Pope, #14 Proposed Summons Shivery, #15 Proposed Summons Torgerson, #16 Proposed Summons Lobdell, #17 Proposed Summons Portland General Electric Company, #18 Proposed Summons Lewis). (Hanlon, Michael)

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Defendant: Mark B. Ganz
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Defendant: James Lobdell
Represented By: Dallas S. DeLuca
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Defendant: Maria M. Pope
Represented By: Dallas S. DeLuca
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Defendant: Michael H. Millegan
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Defendant: Rodney L. Brown, Jr.
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Defendant: Charles W. Shivery
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Defendant: James P. Torgerson
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Defendant: Jack E. Davis
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Defendant: Ph.D. Kathryn J. Jackson
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Defendant: John W. Ballantine
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Defendant: Neil J. Nelson
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Defendant: Kirby A. Dyess
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Defendant: Marie Oh Huber
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Defendant: Michael A. Lewis
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Defendant: Ph.D M. Lee Pelton
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Nominal defendant: Portland General Electric Company
Represented By: Dallas S. DeLuca
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Plaintiff: JS Halberstam Irrevocable Grantor Trust
Represented By: Michael G. Hanlon
Represented By: Joshua M. Rubin
Represented By: Mark D Smilow
Represented By: David C Katz
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