US District Court Civil Docket as of 09/30/2010
Retrieved from the court on October 4, 2010

U.S. District Court
Southern District of New York (Foley Square)
CIVIL DOCKET FOR CASE #: 1:08-cv-04435-LAP


Vining v. Oppenheimer Holdings Inc. et al
Assigned to: Judge Loretta A. Preska
Lead case: 1:08-cv-03528-LAP
Member case:

    1:08-cv-04435-LAP

 

Related Case: 

1:08-cv-03528-LAP

Cause: 15:78m(a) Securities Exchange Act


Date Filed: 05/12/2008
Date Terminated: 09/30/2010
Jury Demand: Plaintiff
Nature of Suit: 850 Securities/Commodities
Jurisdiction: Federal Question

 

Plaintiff

 

David T. Vining
Individually and on behalf of all other similarly situated

represented by

Christopher Adam Seeger
Seeger Weiss LLP
1515 Market Street
suite 1380
Philadelphia, PA 19102
212-584-0700
Fax: 212-584-0799
Email: cseeger@seegerweiss.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

David R. Buchanan
Seeger Weiss LLP
1515 Market Street
suite 1380
Philadelphia, PA 19102
(212)-584-0700
Fax: (212)-584-0799
Email: dbuchanan@seegerweiss.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Stephen A. Weiss
Seeger Weiss LLP
1515 Market Street
suite 1380
Philadelphia, PA 19102
(212) 584-0700
Fax: (212) 584-0799
Email: sweiss@seegerweiss.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

A.J. De Bartolomeo
Girard Gibbs, L.L.P.
601 California Street
Suite 1400
San Francisco, CA 94108
(415) 981-4800
Fax: (415) 981-4846
PRO HAC VICE
ATTORNEY TO BE NOTICED

Aaron Michael Sheanin
Girard Gibbs LLP
601 California Street, Suite 1400
San Francisco, CA 94108
(415)-981-4800
Fax: (415)-981-4846
Email: ams@girardgibbs.com
PRO HAC VICE
ATTORNEY TO BE NOTICED

Christina H. C. Sharp
Girard Gibbs LLP
601 California Street, Suite 1400
San Francisco, CA 94108
(415)-981-4800
Fax: (415)-981-4846
Email: chc@girardgibbs.com
PRO HAC VICE
ATTORNEY TO BE NOTICED

Daniel Charles Girard
Girard Gibbs LLP
601 California Street, Suite 1400
San Francisco, CA 94108
(415)-981-4800
Fax: (415)-981-4846
Email: dcg@girardgibbs.com
PRO HAC VICE
ATTORNEY TO BE NOTICED

Jonathan K. Levine
Girard Gibbs LLP
601 California Street, Suite 1400
San Francisco, CA 94108
415-981-4800
Fax: 415-981-4846
Email: jkl@girardgibbs.com
ATTORNEY TO BE NOTICED

Norman E. Siegel
Stueve Siegel Hanson LLP
460 Nichols Road, Suite 200
Kansas City, MO 64112
(816) 714-7112
Fax: (816) 714-7101
Email: siegel@stuevesiegel.com
PRO HAC VICE
ATTORNEY TO BE NOTICED

Rachel Erin Schwartz
Stueve Siegel Hanson LLP
460 Nichols Road, Suite 200
Kansas City, MO 64112
(816)-714-7125
Fax: (816)-714-7101
Email: schwartz@stuevesiegel.com
PRO HAC VICE
ATTORNEY TO BE NOTICED

Plaintiff

Patricia Burness

represented by

Aaron Michael Sheanin
(See above for address)
ATTORNEY TO BE NOTICED

Christina H. C. Sharp
(See above for address)
ATTORNEY TO BE NOTICED

Christopher Adam Seeger
(See above for address)
ATTORNEY TO BE NOTICED

Daniel Charles Girard
(See above for address)
ATTORNEY TO BE NOTICED

David R. Buchanan
(See above for address)
ATTORNEY TO BE NOTICED

Jonathan K. Levine
(See above for address)
ATTORNEY TO BE NOTICED

Norman E. Siegel
(See above for address)
ATTORNEY TO BE NOTICED

Stephen A. Weiss
(See above for address)
ATTORNEY TO BE NOTICED


V.

Defendant

Oppenheimer Holdings Inc.

represented by

Howard Wilson
Proskauer Rose LLP (New York)
1585 Broadway
New York, NY 10036
(212)-969-3190
Fax: (212)-969-2900
Email: hwilson@proskauer.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

John Hoover Snyder
Proskauer Rose LLP (New York)
1585 Broadway
New York, NY 10036
(212)-969-3188
Fax: (212)-969-2900
Email: jsnyder@proskauer.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Scott Arthur Eggers
Proskauer Rose LLP (New York)
1585 Broadway
New York, NY 10036
212.969.3412
Fax: (212)969-2900
Email: Seggers@proskauer.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Stephen Leonard Ratner
Proskauer Rose LLP (New York)
1585 Broadway
New York, NY 10036
212-969-3000
Fax: 212-969-2900
Email: sratner@proskauer.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Defendant

Oppenheimer & CO. Inc.

represented by

Howard Wilson
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

John Hoover Snyder
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Scott Arthur Eggers
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Stephen Leonard Ratner
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Defendant

Oppenheimer Asset Management Inc
TERMINATED: 07/10/2009

represented by

Howard Wilson
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

John Hoover Snyder
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Scott Arthur Eggers
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Stephen Leonard Ratner
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

 

Date Filed

#

Docket Text

05/12/2008

1 

COMPLAINT against Oppenheimer Holdings Inc., Oppenheimer & CO. Inc., Oppenheimer Asset Management Inc. (Filing Fee $ 350.00, Receipt Number 650404)Document filed by David T. Vining.(rdz) (Entered: 05/14/2008)

05/12/2008

  

SUMMONS ISSUED as to Oppenheimer Holdings Inc., Oppenheimer & CO. Inc., Oppenheimer Asset Management Inc. (rdz) (Entered: 05/14/2008)

05/12/2008

  

CASE REFERRED TO Judge Loretta A. Preska as possibly Related to 08-cv-3528. (rdz) (Entered: 05/14/2008)

05/12/2008

  

Case Designated ECF. (rdz) (Entered: 05/14/2008)

05/22/2008

2 

NOTICE OF APPEARANCE by Stephen Leonard Ratner on behalf of Oppenheimer Holdings Inc., Oppenheimer & CO. Inc., Oppenheimer Asset Management Inc (Ratner, Stephen) (Entered: 05/22/2008)

05/22/2008

3 

NOTICE OF APPEARANCE by Scott Arthur Eggers on behalf of Oppenheimer Holdings Inc., Oppenheimer & CO. Inc., Oppenheimer Asset Management Inc (Eggers, Scott) (Entered: 05/22/2008)

05/22/2008

4 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. No Corporate Parent. Document filed by Oppenheimer Holdings Inc., Oppenheimer & CO. Inc., Oppenheimer Asset Management Inc.(Eggers, Scott) (Entered: 05/22/2008)

05/23/2008

  

CASE ACCEPTED AS RELATED. Create association to 1:08-cv-03528-LAP. Notice of Assignment to follow. (rdz) (Entered: 05/30/2008)

05/23/2008

7 

NOTICE OF CASE ASSIGNMENT to Judge Loretta A. Preska. (rdz) (rdz). (Entered: 05/30/2008)

05/23/2008

  

Magistrate Judge Michael H. Dolinger is so designated. (rdz) (Entered: 05/30/2008)

05/27/2008

5 

NOTICE OF APPEARANCE by Howard Wilson on behalf of Oppenheimer Holdings Inc., Oppenheimer & CO. Inc., Oppenheimer Asset Management Inc (Wilson, Howard) (Entered: 05/27/2008)

05/27/2008

6 

NOTICE OF APPEARANCE by John Hoover Snyder on behalf of Oppenheimer Holdings Inc., Oppenheimer & CO. Inc., Oppenheimer Asset Management Inc (Snyder, John) (Entered: 05/27/2008)

06/02/2008

8 

MOTION for A.J. De Bartolomeo to Appear Pro Hac Vice. Document filed by David T. Vining.(dle) (Entered: 06/03/2008)

06/02/2008

9 

MOTION for Christine H. C. Sharp to Appear Pro Hac Vice. Document filed by David T. Vining.(dle) (Entered: 06/03/2008)

06/02/2008

10 

MOTION for Aaron M. Sheanin to Appear Pro Hac Vice. Document filed by David T. Vining.(dle) (Entered: 06/03/2008)

06/02/2008

11 

MOTION for Daniel C. Girard to Appear Pro Hac Vice. Document filed by David T. Vining.(dle) (Entered: 06/03/2008)

06/05/2008

12 

AFFIDAVIT OF SERVICE of Summons and Complaint. Oppenheimer & CO. Inc. served on 5/23/2008, answer due 6/12/2008; Oppenheimer Asset Management Inc served on 5/23/2008, answer due 6/12/2008. Document filed by David T. Vining. (Weiss, Stephen) (Entered: 06/05/2008)

06/06/2008

  

CASHIERS OFFICE REMARK on 9 Motion to Appear Pro Hac Vice, 11 Motion to Appear Pro Hac Vice, 10 Motion to Appear Pro Hac Vice, 8 Motion to Appear Pro Hac Vice in the amount of $100.00, paid on 06/02/2008, Receipt Number 652822. (jd) (Entered: 06/06/2008)

06/09/2008

13 

ORDER granting 8 Motion for A.J. De Bartolomeo to Appear Pro Hac Vice. (Signed by Judge Loretta A. Preska on 6/9/2008) (jp) (Entered: 06/09/2008)

06/09/2008

  

Transmission to Case Assignment Clerk. Transmitted re: 13 Order on Motion to Appear Pro Hac Vice, to the Case Assignment Clerk for preparation of notice of case assignment/reassignment. (jp) (Entered: 06/09/2008)

06/09/2008

14 

ORDER granting 11 Motion for Daniel C. Girard to Appear Pro Hac Vice. (Signed by Judge Loretta A. Preska on 6/9/2008) (jp) (Entered: 06/09/2008)

06/09/2008

  

Transmission to Case Assignment Clerk. Transmitted re: 14 Order on Motion to Appear Pro Hac Vice, to the Case Assignment Clerk for preparation of notice of case assignment/reassignment. (jp) (Entered: 06/09/2008)

06/09/2008

15 

ORDER FOR ADMISSION PRO HAC VICE ON WRITTEN MOTION granting 10 Motion for Aaron M. Sheanin to Appear Pro Hac Vice. (Signed by Judge Loretta A. Preska on 6/9/08) (mme) (Entered: 06/09/2008)

06/09/2008

16 

ORDER granting 9 Motion for Christine H.C. Sharp to Appear Pro Hac Vice. (Signed by Judge Loretta A. Preska on 6/9/2008) (jp) (Entered: 06/09/2008)

06/09/2008

17 

ORDER FOR ADMISSION PRO HAC VICE ON WRITTEN MOTION granting 9 Motion for Christina H. C. Sharp to Appear Pro Hac Vice. (Signed by Judge Loretta A. Preska on 6/9/08) (mme) (Entered: 06/09/2008)

06/09/2008

  

Transmission to Case Assignment Clerk. Transmitted re: 16 Order on Motion to Appear Pro Hac Vice, to the Case Assignment Clerk for preparation of notice of case assignment/reassignment. (jp) (Entered: 06/09/2008)

06/10/2008

18 

ORDER, to the extent that defendants believe that the complaint is insufficient, they shall so inform plaintiff by letter, detailing all perceived deficiencies. Plaintiff shall then inform the Court whether he wishes to stand on the present complaint, without further amendment, or file an amended complaint with the understanding that no further amendments will be permitted thereafter. Counsel shall confer and agree upon a proposed schedule. (Signed by Judge Loretta A. Preska on 6/9/08) (cd) (Entered: 06/10/2008)

10/10/2008

19 

CERTIFIED TRUE COPY OF MDL ORDER FROM THE MDL PANEL DENYING TRANSFER....that the motion, pursuant to 28 U.S.C. 1407(c), for transfer of the action to the United States District Court - Southern District of New York, be, and the same hereby is denied. (Signed by MDL Panel on 10/9/08) (laq) (Entered: 10/20/2008)

02/17/2009

20 

MOTION for Rachel E. Schwartz to Appear Pro Hac Vice. Document filed by David T. Vining.(dle) (Entered: 02/18/2009)

02/17/2009

21 

MOTION for Norman Siegel to Appear Pro Hac Vice. Document filed by David T. Vining.(dle) (Entered: 02/18/2009)

02/20/2009

  

CONSOLIDATED MEMBER CASE: Create association to 1:08-cv-03528-LAP.. (jmi) (Entered: 02/25/2009)

02/20/2009

24 

ORDER CONSOLIDATING ACTIONS, APPOINTING DAVID T. VINING AS LEAD PLAINTIFF, AND APPROVING LEAD PLAINTIFFS' SELECTION OF COUNSEL granting (12) Motion to Consolidate Cases 08-3528 (as Lead Case) with 08-4435; granting (12) Motion to Appoint David T. Vining as Lead Plaintiff(s); granting (12) Motion to Appoint Counsel ; granting (15) Motion to Consolidate Cases 08-3528 (as Lead Case) with 08-4435 in case 1:08-cv-03528-LAP. (Signed by Judge Loretta A. Preska on 2/20/2009) Filed In Associated Cases: 1:08-cv-03528-LAP, 1:08-cv-04435-LAP(jmi) (Entered: 02/25/2009)

02/24/2009

22 

ORDER FOR ADMISSION PRO HAC VICE ON WRITTEN MOTION: Rachel E. Schwartz is admitted to practice pro hac vice as counsel for David T. Vining in this case in the USDC for the SDNY as further set forth herein. (Signed by Judge Loretta A. Preska on 2/24/09) (dle) (Entered: 02/24/2009)

02/24/2009

  

Transmission to Attorney Admissions Clerk. Transmitted re: 22 Order on Motion to Appear Pro Hac Vice,, to the Attorney Admissions Clerk for updating of Attorney Information. (dle) (Entered: 02/24/2009)

02/24/2009

23 

ORDER FOR ADMISSION PRO HAC VICE ON WRITTEN MOTION: Norman E. Siegel is admitted to practice pro hac vice as counsel for David T. Vining in this case in the USDC for the SDNY as further set forth herein. Counsel shall forward the pro hac vice fee to the Clerk of the Court. (Signed by Judge Loretta A. Preska on 2/24/09) (dle) (Entered: 02/24/2009)

02/24/2009

  

Transmission to Attorney Admissions Clerk. Transmitted re: 23 Order on Motion to Appear Pro Hac Vice,, to the Attorney Admissions Clerk for updating of Attorney Information. (dle) (Entered: 02/24/2009)

03/03/2009

25 

ENDORSED LETTER addressed to Judge Loretta A. Preska from Rachel E. Schwartz dated 3/2/09 re: counsel to parties jointly propose the following schedule for the above referenced cases (08 cv 3528 and 08 cv 4435); Lead Plaintiff shall file a Consolidated Class Action Complaint on or before April 10, 2009; Defendants shall submit a letter to Lead Plaintiff's counsel on or before May 1, 2009 regarding Defendants' perceived deficiencies of Lead Plaintiff's Consolidated Complaint. On or before June 1, 2009, Lead Plaintiff shall inform the Court and Defendants whether he intends to stand on, or amend, the Consolidated Complaint. On or before July 1, 2009, Defendants shall move, answer or otherwise respond to the Consolidated Complaint. In the event that Lead Plaintiff Chooses to Amend the Consolidated complaint: Lead plaintiff shall file an Amended consolidated Complaint on or before June 15, 2009. ENDORSEMENT: The schedule set out above is approved with the understanding that, under either option, once briefing has commenced, no other amendments shall be permitted. (Signed by Judge Loretta A. Preska on 3/2/09) Filed In Associated Cases: 1:08-cv-03528-LAP, 1:08-cv-04435-LAP(djc) (Entered: 03/03/2009)

03/06/2009

  

CASHIERS OFFICE REMARK on 20 Motion to Appear Pro Hac Vice, 21 Motion to Appear Pro Hac Vice in the amount of $50.00, paid on 02/17/2009, Receipt Number 679469. (jd) (Entered: 03/06/2009)

04/10/2009

26 

FIRST AMENDED CONSOLIDATED COMPLAINT against Oppenheimer Holdings Inc., Oppenheimer & CO. Inc., Oppenheimer Asset Management Inc. Document filed by David T. Vining.(dle) (Entered: 04/13/2009)

06/04/2009

27 

ENDORSED LETTER addressed to Judge Loretta A. Preska from Rachel Schwartz dated 6/1/09 re: Request that Lead Plaintiff shall file an Amended Complaint on or before 7/10/09. Defendants shall answer on or before 9/10/09. If a motion is made addressed to the Amended Complaint, opposition to be served on or before 10/23/09. Defendants shall serve their reply on or before 11/20/09. ENDORSEMENT: So ordered. ( Amended Pleadings due by 7/10/2009. Motion due by 9/10/2009.) (Signed by Judge Loretta A. Preska on 6/4/09) Filed In Associated Cases: 1:08-cv-03528-LAP, 1:08-cv-04435-LAP(cd) (Entered: 06/04/2009)

07/10/2009

28 

SECOND AMENDED COMPLAINT amending 26 Amended Complaint against Oppenheimer Holdings Inc., Oppenheimer & CO. Inc. Document filed by Patricia Burness, David T. Vining. Related document: 26 Amended Complaint filed by David T. Vining.(dle) (Entered: 07/10/2009)

09/08/2009

29 

ENDORSED LETTER addressed to Judge Loretta A. Preska from Scott A. Eggers dated 9/4/2009 re: Requesting an expansion of the Court's page limits to 35 pages with respect to the memorandum of law in support of defendants motion to dismiss the second amended consolidated class action complaint. ENDORSEMENT: SO ORDERED. (Signed by Judge Loretta A. Preska on 9/4/2009) (jpo) (Entered: 09/08/2009)

09/10/2009

30 

MOTION to Dismiss Plaintiffs' Second Amended Consolidated Class Action Complaint. Document filed by Oppenheimer Holdings Inc., Oppenheimer & CO. Inc.. Responses due by 10/23/2009(Wilson, Howard) (Entered: 09/10/2009)

09/10/2009

31 

DECLARATION of Howard Wilson, Esq. in Support re: 30 MOTION to Dismiss Plaintiffs' Second Amended Consolidated Class Action Complaint.. Document filed by Oppenheimer Holdings Inc., Oppenheimer & CO. Inc.. (Attachments: # 1 Exhibit 1, Part 2, # 2 Exhibit 2, # 3 Exhibit 3 & 4)(Wilson, Howard) (Entered: 09/10/2009)

09/10/2009

32 

MEMORANDUM OF LAW in Support re: 30 MOTION to Dismiss Plaintiffs' Second Amended Consolidated Class Action Complaint.. Document filed by Oppenheimer Holdings Inc., Oppenheimer & CO. Inc.. (Wilson, Howard) (Entered: 09/10/2009)

10/23/2009

33 

ENDORSED LETTER addressed to Judge Loretta A. Preska from Rachel E. Schwartz dated 10/20/09 re: Counsel for Lead Plaintiff request the same page extension for Plaintiffs' Memorandum in Opposition to Defendants' Motion to Dismiss, which will be filed on 10/23/09. ENDORSEMENT: SO ORDERED. Set Deadlines/Hearing as to 30 MOTION to Dismiss Plaintiffs' Second Amended Consolidated Class Action Complaint:( Responses due by 10/23/2009) (Signed by Judge Loretta A. Preska on 10/23/09) (tro) (Entered: 10/23/2009)

10/23/2009

34 

MEMORANDUM OF LAW in Opposition re: 30 MOTION to Dismiss Plaintiffs' Second Amended Consolidated Class Action Complaint.. Document filed by Patricia Burness, David T. Vining. (Siegel, Norman) (Entered: 10/23/2009)

11/19/2009

35 

ENDORSED LETTER addressed to Judge Loretta A. Preska from Scott A Eggers dated 11/17/09 re: counsel requests an extension of the Court's page limits to 15 pages with respect to the Reply Memorandum of Law in Support. ENDORSEMENT: So Ordered. (Signed by Judge Loretta A. Preska on 11/19/09) (djc) (Entered: 11/19/2009)

11/20/2009

36 

REPLY MEMORANDUM OF LAW in Support re: 30 MOTION to Dismiss Plaintiffs' Second Amended Consolidated Class Action Complaint.. Document filed by Oppenheimer Holdings Inc., Oppenheimer & CO. Inc., Oppenheimer Asset Management Inc. (Ratner, Stephen) (Entered: 11/20/2009)

11/20/2009

37 

DECLARATION of Stephen L. Ratner in Support re: 30 MOTION to Dismiss Plaintiffs' Second Amended Consolidated Class Action Complaint.. Document filed by Oppenheimer Holdings Inc., Oppenheimer & CO. Inc., Oppenheimer Asset Management Inc. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2)(Ratner, Stephen) (Entered: 11/20/2009)

09/29/2010

38 

OPINION AND ORDER: For the foregoing reasons Defendants, motion to dismiss [dkt. no. 30] is GRANTED, and Plaintiff's complaint against Defendants is dismissed in its entirety without prejudice. The Clerk of Court shall mark this action CLOSED and all pending motions DENIED as moot. (Signed by Judge Loretta A. Preska on 9/27/2010) (jpo) (Entered: 09/29/2010)

09/29/2010

  

Transmission to Judgments and Orders Clerk. Transmitted re: 38 Opinion and Order, to the Judgments and Orders Clerk. (jpo) (Entered: 09/29/2010)

09/30/2010

39 

CLERK'S JUDGMENT That for the reasons stated in the Court's Opinion and Order dated September 27, 2010, defendants' motion to dismiss is granted and plaintiff's complaint against defendants is dismissed in its entirety without prejudice; accordingly, the case is closed and all pending motions denied as moot. (Signed by Clerk of Court Ruby Krajick on 9/30/10) (Attachments: # 1 notice of right to appeal)(ml) (Entered: 09/30/2010)

 

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