US District Court Civil Docket as of 01/04/2012
Retrieved from the court on January 4, 2012

U.S. District Court
Southern District of New York (
Foley Square)
CIVIL DOCKET FOR CASE #:
1:09-cv-06351-RJS


In re: Wachovia Preferred Securities and Bond/Notes Litigation
Assigned to: Judge Richard J. Sullivan
Member cases:

    1:09-cv-06374-RJS

    1:09-cv-06457-RJS

 

Related Case: 

1:09-cv-08268-RJS

 

Case in other court:

 USDC-NDCA, 5:09-cv-0998

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


Date Filed:
07/15/2009
Jury Demand: Plaintiff
Nature of Suit: 850 Securities/Commodities
Jurisdiction: Federal Question

 

Lead Plaintiff

 

Southeastern Pennsylvania Transportation Authority

represented by

Christopher L. Nelson
Kessler Topaz Meltzer & Check, LLP (PA)
280 King of Prussia Road
Radnor, PA 19087
(610)-667-7706
Fax: (610)-667-7056
Email: cnelson@ktmc.com
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

David Kessler
Kessler Topaz Meltzer & Check, LLP (PA)
280 King of Prussia Road
Radnor, PA 19087
(610)-667-7706
Fax: (610)-667-7056
Email: dkessler@ktmc.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

John Anthony Kehoe
Kessler Topaz Meltzer & Check, LLP (PA)
280 King of Prussia Road
Radnor, PA 19087
(610) 667-7706
Fax: (610) 667-7056
Email: jkehoe@ktmc.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Keith Farmer Park
Robbins Geller Rudman & Dowd LLP (SANDIEGO)
655 West Broadway
Suite 1900
San Diego, CA 92101
(619)-231-1058
Fax: (619)-231-7423
Email: keithp@rgrdlaw.com
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Ramzi Abadou
Barroway Topaz Kessler Meltzer & Check, L.L.P.(SFran)
580 California Street
Suite 1750
San Francisco, CA 94104
(415) 400-3000
Fax: (415) 400-3001
Email: rabadou@ktmc.com
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

William Curtis Fredericks
Bernstein Litowitz Berger & Grossmann LLP
1285 Avenue of the Americas
38th Floor
New York, NY 10019
(212)554-1400
Fax: (212)554-1444
Email: wfredericks@blbglaw.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Benjamin J. Sweet
Kessler Topaz Meltzer & Check, LLP
280 King of Prussia Road
Radnor, PA 19087
610.822.2220
Fax: 6106677056
Email: bsweet@ktmc.com
ATTORNEY TO BE NOTICED

David Avi Rosenfeld
Robbins Geller Rudman & Dowd LLP(LI)
58 South Service Road
Suite 200
Melville, NY 11747
631-367-7100
Fax: 631-367-1173
Email: drosenfeld@csgrr.com
ATTORNEY TO BE NOTICED

Eric Donald Peterson
Barroway Topaz Kessler Meltzer & Check, LLP
580 California Street
Suite 1750
San Francisco, CA 94104
415-400-3000
Fax: 415-400-3000
PRO HAC VICE
ATTORNEY TO BE NOTICED

John J. Gross
Kessler Topaz Meltzer & Check, LLP (PA)
280 King of Prussia Road
Radnor, PA 19087
(610) 667-7706
Fax: (610) 667-7056
Email: jgross@ktmc.com
PRO HAC VICE
ATTORNEY TO BE NOTICED

John J. Rice
Robbins Geller Rudman & Dowd LLP (San Diego)
655 West Broadway
Suite 1900
San Diego, CA 92101
(619) 231-1058
Fax: (619) 231-7423
Email: jrice@rgrdlaw.com
PRO HAC VICE
ATTORNEY TO BE NOTICED

Lucas F. Olts
Robbins Geller Rudman & Dowd LLP (San Diego)
655 West Broadway
Suite 1900
San Diego, CA 92101
619 213 1058
Fax: 619 231 7423
Email: lolts@rgrdlaw.com
ATTORNEY TO BE NOTICED

Maureen Elizabeth Mueller
Robbins Geller Rudman & Dowd LLP (San Diego)
655 West Broadway
Suite 1900
San Diego, CA 92101
619-231-1058
Fax: 619-231-7423
Email: mmueller@rgrdlaw.com
PRO HAC VICE
ATTORNEY TO BE NOTICED

Nichole Browning
Barroway Topaz Kessler Meltzer & Check, LLP(CA)
580 California Street
Suite 1750
San Francisco, CA 94104
(415) 400-3000
Fax: (415) 400-3001
Email: nbrowning@btkmc.com
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Lead Plaintiff

 

 

Orange County Employees' Retirement System
Individually and on behalf of all others similarly situated

represented by

David Kessler
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

John Patrick Coffey
Bernstein Litowitz Berger & Grossmann LLP
1285 Avenue of the Americas
38th Floor
New York, NY 10019
(212) 554-1409
Fax: (212) 554-1444
Email: sean@blbglaw.com
TERMINATED: 10/23/2009
LEAD ATTORNEY

John J. Rice
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Keith Farmer Park
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Maureen Elizabeth Mueller
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Ramzi Abadou
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Christopher Chad Johnson
Bernstein Litowitz Berger & Grossmann LLP
1285 Avenue of the Americas
38th Floor
New York, NY 10019
212-554-1396
Fax: 212-554-1444
Email: Chad@blbglaw.com
ATTORNEY TO BE NOTICED

David Avi Rosenfeld
(See above for address)
ATTORNEY TO BE NOTICED

Eric Donald Peterson
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

Erik D. Peterson
Barroway Topaz Kessler Meltzer & Check, LLP
580 California Street
Suite 1750
San Francisco, CA 94104
(415) 400-3000
Fax: (415) 400-3001
Email: epeterson@ktmc.com
PRO HAC VICE
ATTORNEY TO BE NOTICED

Jeroen Van Kwawegen
Bernstein Litowitz Berger & Grossmann LLP
1285 Avenue of the Americas
38th Floor
New York, NY 10019
(212) 554-1400
Fax: (212) 554-1444
Email: jeroen@blbglaw.com
ATTORNEY TO BE NOTICED

John James Rizio-Hamilton
Bernstein Litowitz Berger & Grossmann LLP
1285 Avenue of the Americas
38th Floor
New York, NY 10019
(212) 554-1505
Fax: (212)-554-1444
Email: johnr@blbglaw.com
ATTORNEY TO BE NOTICED

Kurt Michael Hunciker
Bernstein Litowitz Berger & Grossmann LLP
1285 Avenue of the Americas
38th Floor
New York, NY 10019
(212) 554-1400
Fax: (212) 554-1444
Email: kurt@blbglaw.com
ATTORNEY TO BE NOTICED

Lucas F. Olts
(See above for address)
ATTORNEY TO BE NOTICED

William Curtis Fredericks
(See above for address)
ATTORNEY TO BE NOTICED

 

 

 

Lead Plaintiff

 

 

Louisiana Sheriff's Pension and Relief Fund
Individually and on behalf of all others similarly situated

represented by

David Kessler
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

John Patrick Coffey
(See above for address)
TERMINATED: 10/23/2009
LEAD ATTORNEY

John J. Rice
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Maureen Elizabeth Mueller
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Christopher Chad Johnson
(See above for address)
ATTORNEY TO BE NOTICED

David Avi Rosenfeld
(See above for address)
ATTORNEY TO BE NOTICED

Eric Donald Peterson
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

Erik D. Peterson
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

Jeroen Van Kwawegen
(See above for address)
ATTORNEY TO BE NOTICED

John James Rizio-Hamilton
(See above for address)
ATTORNEY TO BE NOTICED

Kurt Michael Hunciker
(See above for address)
ATTORNEY TO BE NOTICED

Lucas F. Olts
(See above for address)
ATTORNEY TO BE NOTICED

William Curtis Fredericks
(See above for address)
ATTORNEY TO BE NOTICED

 

 

 

Plaintiff

 

 

Arlette Miller

represented by

Jack Gerald Fruchter
Abraham Fruchter & Twersky LLP
One Penn Plaza
Suite 1910
New York, NY 10119
212-279-5050
Fax: 212 279-3655
Email: jfruchter@aftlaw.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

John J. Rice
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Keith Farmer Park
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Lionel Z. Glancy
Glancy & Binkow Goldberg LLP
1925 Century Park East, Suite 2100
Los Angeles, CA 90067
(310) 201-9150
Fax: (310) 201-9160
Email: lglancy@glancylaw.com
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Maureen Elizabeth Mueller
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Michael Max Goldberg
Law Off. of Michael Goldberg
332 E. 73rd
St.
4A
NY, NY 10021
(212)-481-0011
Fax: (212)-481-4144
Email: esquire727@mindspring.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

 

 

 

Plaintiff

 

 

Government of Guam Retirement Fund and CoLead Counsel for The Class
Individually and on behalf of all others similarly situated

represented by

John Patrick Coffey
(See above for address)
TERMINATED: 10/23/2009
LEAD ATTORNEY

Keith Farmer Park ,
Robbins Geller Rudman & Dowd LLP (SANDIEGO)

655 West Broadway
Suite 1900

San Diego, CA 92101
(619)-231-1058
Fax: (619)-231-7423
Email: keithp@rgrdlaw.com
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Jeroen Van Kwawegen
(See above for address)
ATTORNEY TO BE NOTICED

John James Rizio-Hamilton
(See above for address)
ATTORNEY TO BE NOTICED

Kurt Michael Hunciker
(See above for address)
ATTORNEY TO BE NOTICED

William Curtis Fredericks
(See above for address)
ATTORNEY TO BE NOTICED

 

 

 

Plaintiff

 

 

Hawaii Sheet Metal Workers Pension Fund

represented by

Keith Farmer Park
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Plaintiff

 

 

Iron Workers Locals 40, 361,417, Union Security Funds

represented by

Keith Farmer Park
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Fei-Lu Qian
Pomerantz Haudek Block Grossman & Gross LLP
100 Park Avenue, 26th Floor
New York, NY 10017
(212)-661-1100
Fax: (212)-661-8665
Email: flqian@pomlaw.com
ATTORNEY TO BE NOTICED

Marc Ian Gross
Pomerantz Haudek Block Grossman & Gross LLP
100 Park Avenue, 26th Floor
New York, NY 10017
(212)661-1100
Fax: (212) 661-8665
Email: migross@pomlaw.com
ATTORNEY TO BE NOTICED

 

 

 

Plaintiff

 

 

Norman Levin

represented by

Keith Farmer Park ,
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Plaintiff

 

 

City of Livonia Employees' Retirement System

represented by

Keith Farmer Park
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Plaintiff

 

 

Michael Swiskay

represented by

Keith Farmer Park
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 


V.

 

 

Movant

 

 

ABN AMRO Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
Sidley Austin LLP (SF)
555 California Street
San Francisco, CA 94104
(415) 772-1200
Fax: (415) 772-7400
Email: sbrody@sidley.com
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Banc of America Corp.
(as successor in interest to Countrywide Securities Corp.)
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

B.C. Ziegler and Company
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Bear, Stearns & Co., Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

BNP Paribas Securities Corp.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Cabrera Capital Markets, LLC
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Castleoak Securities, L.P.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Charles Schwab & Co., Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

C.L. King & Associates, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Comerica Securities, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Countrywide Securities Corp.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

D.A. Davidson & Co.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Davenport & Company LLC
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

E*Trade Securities LLC
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Ferris, Baker Watts, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Fidelity Capital Markets Services
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Fifth Third Securities, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Fixed Income Securities, L.P.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

FTN Financial Securities Corp.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Greenwich Capital Markets, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Howe Barnes Hoefer & Arnett, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

H&R Block Financial Advisors, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

HSBC Securities USA Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Janney Montgomery Scott LLC
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

J.B. Hanauer & Co.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Jefferies & Co., Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

J.J.B. Hilliard, W.L. Lyons, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

JPMorgan Chase
as successor in interest to Bear, Stearns & Co., Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

J.V. B. Financial Group, LLC
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Keefe, Bruyette & Woods, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Keybanc Capital Markets Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Merrill Lynch, Pierce, Fenner & Smith Incorporated
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Mesirow Financial, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Morgan, Keegan & Company, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

NatCity Investments, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Oppenheimer & CO. Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Pershing LLC
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Piper Jaffray & Co.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Popular Securities, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Raymond James & Associates, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

RBC Capital Markets Corporation
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

RBC Dain Rauscher Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Robert W. Baird & Co., Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Ross Sinclair & Associates, LLC
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Ryan Beck & Co., Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Sterne, Agee & Leach, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Stifel, Nicolaus & Company, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Suntrust Capital Markets, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

TD Ameritrade, Inc.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Toussaint Capital Partners, LLC
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Utendahl Capital Partners, L.P.
TERMINATED: 11/03/2009

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

Wedbush Morgan Securities Inc.

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Movant

 

 

William Blair & Company, LLC

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 


V.

 

 

Defendant

 

 

Wachovia Corporation

represented by

Douglas H. Flaum
Fried, Frank, Harris, Shriver & Jacobson
One New York Plaza
New York, NY 10004
212-859-8259
Fax: 212-859-4000
Email: FlaumDo@ffhsj.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
Fried, Frank, Harris, Shriver & Jacobson
One New York Plaza
New York, NY 10004
(212)-859-8737
Fax: (212)-859-4000
Email: eric.hirsch@friedfrank.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
Fried, Frank, Harris, Shriver & Jacobson
One New York Plaza
New York, NY 10004
(212)-859-8000
Fax: (212)-859-4000
Email: israel.david@friedfrank.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
Munger, Tolles & Olson LLP
355 South Grand Avenue, 35th Floor
Los Angeles, CA 90071
(213-)683-6256
Fax: (213-)687-3702
Email: marc.dworsky@mto.com
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
Munger, Tolles & Olson LLP
560 Mission St
27th Floor
San Francisco, CA 94110
415-512-4016
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
Munger, Tolles & Olson LLP
355 South Grand Avenue
35th Floor
Los Angeles, CA 90071-1560
(213) 683-9100
Fax: (213) 687-3702
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Wachovia Capital Trust IX

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

G. Kennedy Thompson

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Mark C. Treanor

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Thomas J. Wurtz

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Peter M. Carlson

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

John D. Baker, II

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

 

 

 

Defendant

 

 

Robert J. Brown

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Peter C. Browning

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

John T. Casteen, III

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Jerome A. Gitt

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

William H. Goodwin, Jr.

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Maryellen C. Herringer

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Robert A. Ingram

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Donald M. James

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Mackey J. Mcdonald

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Joseph Neubauer

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Timothy D. Proctor

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Ernest S. Rady

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Van L. Richey

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Ruth G. Shaw

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Lanty L. Smith

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

John C. Whitaker, Jr.

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Dona Davis Young

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Wachovia Capital Markets, LLC

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Eric A. Hirsch
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Israel David
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marc T.G. Dworsky
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Paul Jeffrey Katz
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY
PRO HAC VICE

Robert L. Dell Angelo
(See above for address)
TERMINATED: 09/16/2009
LEAD ATTORNEY

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Citigroup Global Markets Inc.

represented by

Alfred Robert Pietrzak
Sidley Austin LLP (NY)
787 Seventh Avenue
New York, NY 10019
(212)-839-5300
Fax: (212)-839-5599
Email: rpietrzak@sidley.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Owen Harris Smith
Sidley Austin LLP (NY)
787 Seventh Avenue
New York, NY 10019
(212)-839-5869
Fax: (212)-839-5599
Email: osmith@sidley.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Saima S. Ahmed
Sidley Austin LLP (NY)
787 Seventh Avenue
New York, NY 10019
(212) 839-5948
Fax: (212) 839-5599
Email: sahmed@sidley.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Merrill Lynch

represented by

Alfred Robert Pietrzak
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Owen Harris Smith
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Saima S. Ahmed
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Pierce Fenner & Smith Incorporated

represented by

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Morgan Stanley & Co. Incorporated

represented by

Alfred Robert Pietrzak
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Owen Harris Smith
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Saima S. Ahmed
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

UBS Securities LLC

represented by

Alfred Robert Pietrzak
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Owen Harris Smith
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Saima S. Ahmed
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Banc of America Securites, LLC

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Barclays Capital Inc.

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

BB&T Capital Markets, a division of Scott & Stringfellow, Inc.

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Deutsche Bank Securities Inc.

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Goldman, Sachs & Co.

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Guzman & Company

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Jackson Securities, LLC

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Loop Capital Markets LLC

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

M.R. Beal & Company

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Muriel Siebert & Co, Inc.

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Samuel A. Ramirez & Company, Inc.

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Sandler O'Neill & Partners, L.P.

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

The Williams Capital Group, L.P.

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Credit Suisse Securities (USA) LLC

represented by

Alfred Robert Pietrzak
(See above for address)
ATTORNEY TO BE NOTICED

Sara B. Brody
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Wachovia Capital Trust X

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Wachovia Capital Trust IV

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Wachovia Capital Trust IV

 

 

 

 

 

Defendant

 

 

Wachovia Capital Trust IV

 

 

 

 

 

Defendant

 

 

Wachovia Capital Trust IV

 

 

 

 

 

Defendant

 

 

Wachovia Capital Trust IV

 

 

 

 

 

Defendant

 

 

Ross E. Jeffries, Jr.

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

David M. Julian

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Donald K. Truslow

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Wells Fargo Securities, LLC

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

 

 

 

Defendant

 

 

Wells Fargo Securities, LLC

 

 

 

 

 

Defendant

 

 

Wells Fargo & Company, as successor-in-interest to Wachovia Corporation

represented by

Douglas H. Flaum
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

 

 

 


V.

 

 

Consolidated Defendant

 

 

KPMG LLP

represented by

Emmet Thomas Flood
Williams & Connolly LLP
725 12th street N.W.
Washington, DC 20005
(202) 434-5300
Fax: (202) 434-5029
Email: EFlood@wc.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Marshall Beil
McGuireWoods LLP (NYC)
1345 Avenue of the Americas
7th Floor
New York, NY 10105
212-548-7004
Fax: 212-715-2319
Email: mbeil@mcguirewoods.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

 

 

 

ADR Provider

 

 

Wachovia Capital Trust IV

 

 

 

 

 

Objector

 

 

Mr Joshua Holden Henry

 

 

 

 

 

 

Date Filed

#

Docket Text

07/15/2009

1 

CASE TRANSFERRED IN from the United States District Court - Northern District of California; Case Number: 5:09-cv-0998-RMW. Original file (in pdf form) certified copy of transfer order and docket entries received.(mro) (Additional attachment(s) added on 7/17/2009: # 1 1, # 2 2, # 3 3, # 4 4, # 5 5-1, # 6 5-2, # 7 6, # 8 7, # 9 8, # 10 9-1, # 11 9-2, # 12 9-3, # 13 10, # 14 11, # 15 12, # 16 13, # 17 14, # 18 15, # 19 16, # 20 17, # 21 18, # 22 19, # 23 20) (mro). (Entered: 07/16/2009)

07/15/2009

  

Magistrate Judge Theodore H. Katz is so designated. (mro) (Entered: 07/16/2009)

07/15/2009

  

Case Designated ECF. (mro) (Entered: 07/16/2009)

07/16/2009

  

Mailed letter to the United States District Court - Northern District of California acknowledging receipt of their entire file, a certified copy of the transfer order and docket entries. (mro) (Entered: 07/16/2009)

07/16/2009

  

Mailed notice with Rules 2 & 3 and ECF Registration Package to the attorney(s) of record. (mro) (Entered: 07/16/2009)

07/21/2009

2 

NOTICE OF APPEARANCE by Jack Gerald Fruchter on behalf of Arlette Miller (Fruchter, Jack) (Entered: 07/21/2009)

08/04/2009

3 

NOTICE OF CASE REASSIGNMENT to Judge Richard J. Sullivan. Judge Shirley Wohl Kram is no longer assigned to the case. (ldi) (Entered: 08/04/2009)

08/04/2009

4 

ORDER: The parties shall appear for a conference with the Court on 8/18/09 at 2:00 p.m. to discuss the possible coordination of the briefing schedules in these actions with the briefing schedule in certain related actions also pending before the Court. (Signed by Judge Richard J. Sullivan on 8/4/09) (tro) (Entered: 08/04/2009)

08/17/2009

5 

NOTICE OF APPEARANCE by Douglas H. Flaum on behalf of Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation (Flaum, Douglas) (Entered: 08/17/2009)

08/17/2009

6 

NOTICE OF APPEARANCE by Israel David on behalf of Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation (David, Israel) (Entered: 08/17/2009)

08/17/2009

7 

NOTICE OF APPEARANCE by Eric A. Hirsch on behalf of Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation (Hirsch, Eric) (Entered: 08/17/2009)

08/21/2009

8 

ORDER; that the three Securities Act Actions shall be consolidated. The docket number of the Miller Action, No. 09 Civ. 6351, shall constitute the Master File Number for the Securities Act Actions and any similar actions filed subsequently. The consolidated action shall be referred to as In re Wachovia Preferred Securities and Bond/Notes Litigation. All documents shall be filed in the Master File and noted on the Master Docket. No further docket entries need be made. The appointment of Bernstein Litowitz. Berger & Grossmann LLP, Barroway Topaz Kessler Meltzer & Check, LLP ("Barroway Topaz") and Coughlin Stoia Geller Rudman & Robbins LLP as Co-Lead Counsel in In re Wachovia Preferred Securities and Bond/Notes Litigation by the California Court is hereby affirmed. The institutional clients of Co-Lead Counsel, Orange County Employees' Retirement System, Louisiana Sheriffs' Pension and Relief Fund, and Southeastern Pennsylvania Transportation Authority, shall serve as Co-Lead Plaintiffs in In re Wachovia Preferred Securities and Bond/Notes Litigation. Any other class action lawsuits hereafter filed in or transferred to this District which include Wachovia preferred securities, bonds or notes (so long as such class action lawsuit does not include claims based on the purchases or sale of Wachovia common stock), and which arise out of the same facts and claims as alleged in In re Wachovia Preferred Securities and Bond/Notes Litigation shall be consolidated for all purposes if and when the Court is apprised of them. The parties shall notify the Court of any other such class action lawsuit which is pending or filed outside of this District which may be related to the subject matter of In re Wachovia Preferred Securities and Bond/Notes Litigation if and when they become aware of such class action lawsuits. In re Wachovia Preferred Securities and Bond/Notes Litigation and In re Wachovia Equity Securities Litigation are deemed related actions and shall be coordinated for all discovery purposes. (Signed by Judge Richard J. Sullivan on 8/20/09) (pl) (Entered: 08/24/2009)

08/24/2009

9 

ORDER: It is hereby ordered Lead Plaintiffs in In Re Wachovia Preferred Securities and Bond/Notes Litigation shall file a consolidated complaint in that action on or before September 4,2009 (the "Consolidated Complaint"). Defendants shall respond to the Consolidated Complaint in In re Wachovia Preferred Securities and Bond/Notes Litigation and to the complaints in the Stichting Pensioenfonds APB and FC Holdings AB actions no later than November 3, 2009.If Defendants respond by moving to dismiss, Plaintiffs shall file their oppositions no later than December 18, 2009. Defendants shall file their replies, if any, no later than February 4,2010. (Signed by Judge Richard J. Sullivan on 8/24/2009) (jpo) (Entered: 08/25/2009)

09/02/2009

10 

MOTION for Benjamin J. Sweet to Appear Pro Hac Vice. Document filed by Southeastern Pennsylvania Transportation Authority.(mro) (Entered: 09/08/2009)

09/04/2009

13 

CONSOLIDATED CLASS ACTION COMPLAINT against Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation, Citigroup Global Markets Inc., Merrill Lynch, Pierce Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, UBS Securities LLC. Document filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund.(laq) (laq). (Entered: 09/10/2009)

09/04/2009

14 

MOTION for John J. Gross to Appear Pro Hac Vice. Document filed by Southeastern Pennsylvania Transportation Authority, Southeastern Pennsylvania Transportation Authority.Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS(dle) (Entered: 09/11/2009)

09/09/2009

11 

AMENDED MOTION for Benjamin J. Sweet to Appear Pro Hac Vice. Document filed by Southeastern Pennsylvania Transportation Authority, Southeastern Pennsylvania Transportation Authority.Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS(mro) (Entered: 09/09/2009)

09/09/2009

12 

NOTICE OF APPEARANCE by Marshall Beil on behalf of KPMG LLP Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(Beil, Marshall) (Entered: 09/09/2009)

09/10/2009

15 

ORDER FOR ADMISSION PRO HAC VICE ON WRITTEN MOTION: granting (11) Motion for Benjamin J. Sweet to Appear Pro Hac Vice in case 1:09-cv-06351-RJS; granting (9) Motion for Benjamin J. Sweet to Appear Pro Hac Vice in case 1:09-cv-06374-RJS. (Signed by Judge Richard J. Sullivan on 9/10/2009) Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS(tve) (Entered: 09/11/2009)

09/11/2009

  

CASHIERS OFFICE REMARK on 10 Motion to Appear Pro Hac Vice in the amount of $25.00, paid on 09/02/2009, Receipt Number 698978. (jd) (Entered: 09/11/2009)

09/11/2009

  

Transmission to Attorney Admissions Clerk. Transmitted re: (12 in 1:09-cv-06374-RJS, 15 in 1:09-cv-06351-RJS) Order on Motion to Appear Pro Hac Vice, to the Attorney Admissions Clerk for updating of Attorney Information. Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS(tve) (Entered: 09/11/2009)

09/16/2009

16 

NOTICE OF WITHDRAWAL OF COUNSEL AND ORDER: Defendants Wachovia Corporation, Wachovia Capital Trust IV, Wachovia Capital Trust IX, Wachovia Capital Trust X, Wachovia Bank, N.A., Wachovia Capital Markets, LLC, Wachovia Securities, LLC, Wells Fargo & Company, as successor-in-interest to Wachovia Corporation, Wells Fargo Securities, LLC, G. Kennedy Thompson, Peter M. Carlson, Ross E. Jeffries, Jr., David M. Julian, Mark C. Treanor, Donald K. Truslow, Thomas J. Wurtz, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr., Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. McDonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth O. Shaw, Lanty L. Smith, Jo1m C. Whitaker, Jr., and Dona Davis Young request that Marc T.O. Dworsky, Robert L. Dell Angelo and Paul Jeffrey Katz of Munger, Tolles & Olson LLP, 355 South Orand Avenue, Los Angeles, California 90071, be permitted to withdraw as counsel of record, and that the docket be amended to reflect that Douglas H. Flaum, Israel David and Eric A. Hirsch of Fried, Frank, Harris, Shriver & Jacobson LLP, One New York Plaza, New York, New York 10004, who already have appeared in this action, remain as sole counsel. Although Wachovia Bank, N.A., and Wachovia Securities, LLC, were named as defendants in Orange County Employees' Retirement System, et al. v. Carlson. et al., No. 09 Civ. 6374 (RJS), they have not been named as defendants in the plaintiffs' Consolidated Class Action Complaint; nevertheless, it is requested that the change of counsel requested herein be noted in the docket for all of the defendants listed above, including Wachovia Bank, N.A., and Wachovia Securities, LLC. Attorney Paul Jeffrey Katz; Blair Allen Nicholas; Robert L. Dell Angelo and Marc T.G. Dworsky terminated. (Signed by Judge Richard J. Sullivan on 9/16/09) Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(tro) (Entered: 09/17/2009)

09/17/2009

  

CASHIERS OFFICE REMARK on 14 Motion to Appear Pro Hac Vice in the amount of $25.00, paid on 09/04/2009, Receipt Number 699097. (jd) (Entered: 09/17/2009)

09/18/2009

17 

NOTICE OF APPEARANCE by David Avi Rosenfeld on behalf of Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority (Rosenfeld, David) (Entered: 09/18/2009)

09/18/2009

18 

ORDER granting 14 Motion for John J. Gross to Appear Pro Hac Vice. (Signed by Judge Richard J. Sullivan on 9/17/09) (js) (Entered: 09/21/2009)

09/18/2009

  

Transmission to Attorney Admissions Clerk. Transmitted re: 18 Order on Motion to Appear Pro Hac Vice, to the Attorney Admissions Clerk for updating of Attorney Information. (js) (Entered: 09/21/2009)

09/18/2009

23 

MOTION for Douglas W. Ey, Jr. to Appear Pro Hac Vice. Document filed by KPMG LLP.(mro) (Entered: 09/22/2009)

09/21/2009

19 

NOTICE OF APPEARANCE by John Anthony Kehoe on behalf of Southeastern Pennsylvania Transportation Authority (Kehoe, John) (Entered: 09/21/2009)

09/21/2009

20 

MOTION for Maureen E. Mueller to Appear Pro Hac Vice. Document filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority, Louisiana Sheriffs' Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority, Southeastern Pennsylvania Transportation Authority.Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(mro) (Entered: 09/22/2009)

09/21/2009

21 

MOTION for John J. Rice to Appear Pro Hac Vice. Document filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority, Louisiana Sheriffs' Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority, Southeastern Pennsylvania Transportation Authority.Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(mro) (Entered: 09/22/2009)

09/21/2009

22 

MOTION for Lucas F. Olts to Appear Pro Hac Vice. Document filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority, Louisiana Sheriffs' Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority, Southeastern Pennsylvania Transportation Authority.Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(mro) (Entered: 09/22/2009)

09/24/2009

  

CASHIERS OFFICE REMARK on 23 Motion to Appear Pro Hac Vice in the amount of $25.00, paid on 09/18/2009, Receipt Number 700310. (jd) (Entered: 09/24/2009)

09/24/2009

  

CASHIERS OFFICE REMARK on 22 Motion to Appear Pro Hac Vice, 21 Motion to Appear Pro Hac Vice, 20 Motion to Appear Pro Hac Vice, in the amount of $75.00, paid on 09/21/2009, Receipt Number 700398. (jd) (Entered: 09/24/2009)

09/25/2009

24 

ORDER granting 21 Motion for John J. Rice to Appear Pro Hac Vice. (Signed by Judge Richard J. Sullivan on 9/24/09) (js) (Entered: 09/28/2009)

09/25/2009

  

Transmission to Attorney Admissions Clerk. Transmitted re: 24 Order on Motion to Appear Pro Hac Vice, to the Attorney Admissions Clerk for updating of Attorney Information. (js) (Entered: 09/28/2009)

09/25/2009

25 

ORDER: granting 23 Motion for Douglas W. Ey Jr. to Appear Pro Hac Vice. (Signed by Judge Richard J. Sullivan on 9/23/09) (js) (Entered: 09/28/2009)

09/25/2009

  

Transmission to Attorney Admissions Clerk. Transmitted re: 25 Order on Motion to Appear Pro Hac Vice, to the Attorney Admissions Clerk for updating of Attorney Information. (js) (Entered: 09/28/2009)

09/25/2009

26 

ORDER granting 20 Motion for Maureen E. Mueller to Appear Pro Hac Vice. (Signed by Judge Richard J. Sullivan on 9/24/09) (js) (Entered: 09/28/2009)

09/25/2009

  

Transmission to Attorney Admissions Clerk. Transmitted re: 26 Order on Motion to Appear Pro Hac Vice, to the Attorney Admissions Clerk for updating of Attorney Information. (js) (Entered: 09/28/2009)

10/07/2009

27 

ORDER granting (22) Motion for Lucas F. Olts to Appear Pro Hac Vice in case 1:09-cv-06351-RJS; granting (16) Motion for Lucas F. Olts to Appear Pro Hac Vice in case 1:09-cv-06374-RJS; granting (13) Motion for Lucas F. Olts to Appear Pro Hac Vice in case 1:09-cv-06457-RJS. (Signed by Judge Richard J. Sullivan on 10/6/2009) Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(jmi) (Entered: 10/07/2009)

10/07/2009

  

Transmission to Attorney Admissions Clerk. Transmitted re: (17 in 1:09-cv-06374-RJS, 27 in 1:09-cv-06351-RJS, 14 in 1:09-cv-06457-RJS) Order on Motion to Appear Pro Hac Vice, to the Attorney Admissions Clerk for updating of Attorney Information. Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(jmi) (Entered: 10/07/2009)

10/09/2009

28 

NOTICE OF APPEARANCE by Alfred Robert Pietrzak on behalf of Citigroup Global Markets Inc., Merrill Lynch, Morgan Stanley & Co. Incorporated, UBS Securities LLC, ABN AMRO Incorporated, Bank of America Corporation, Banc of America Securities LLC, Barclays Capital Inc, BB&T Capital Markets, B.C. Ziegler and Company, Bear, Stearns & Co., Inc., BNP Paribas Securities Corp., Cabrera Capital Markets, LLC, Charles Schwab & Co., Inc., C.L. King & Associates, Inc., Citigroup Global Markets, Inc., Comerica Securities Inc., Countrywide Securities Corporation, Credit Suisse Securities (USA) LLC, D.A. Davidson & Co., Deutsche Bank Securities Inc., Ferris, Baker Watts Incorporated, Fifth Third Securities, Inc., FTN Financial Securities Corp., Goldman, Sachs & Co., Greenwich Capital Markets, Inc., Guzman & Company, H&R Block Financial Advisors, Inc., HSBC Securities (USA) Inc., Janney Montgomery Scott LLC, J.B. Hanauer & Co., Jefferies & Company, Inc., J.J.B. Hilliard, W.L. Lyons, Inc., J.P. Morgan Chase, J.P. Morgan Securities Inc., JVB Financial Group, LLC, KeyBanc Capital Markets, Loop Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mesirow Financial Inc, Morgan Keegan & Company, Inc., Morgan Stanley & Co., Incorporated, M.R. Beal & Company, NatCity Investments, Inc, Oppenheimer & Co., Inc., Piper Jaffray & Co., Popular Securities, Inc, RBC Capital Markets Corporation, RBC Dain Rauscher Inc., Samuel A Ramirez & Company, Inc, Raymond James & Associates, Inc., Robert W. Baird & Co., Ross, Sinclair & Associates, LLC, Ryan Beck & Co., Inc., Stifel, Nicolaus & Company, Incorporated, Suntrust Capital Markets, Inc., TD Ameritrade, Inc., Utendahl Capital Partners, L.P., Wedbush Morgan Securities Inc., William Blair & Company L.L.C. Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(Pietrzak, Alfred) (Entered: 10/09/2009)

10/09/2009

29 

NOTICE OF APPEARANCE by Saima S. Ahmed on behalf of Citigroup Global Markets Inc., Merrill Lynch, Morgan Stanley & Co. Incorporated, UBS Securities LLC, ABN AMRO Incorporated, Bank of America Corporation, Banc of America Securities LLC, Barclays Capital Inc, BB&T Capital Markets, B.C. Ziegler and Company, Bear, Stearns & Co., Inc., BNP Paribas Securities Corp., Cabrera Capital Markets, LLC, Charles Schwab & Co., Inc., C.L. King & Associates, Inc., Citigroup Global Markets, Inc., Comerica Securities Inc., Countrywide Securities Corporation, Credit Suisse Securities (USA) LLC, D.A. Davidson & Co., Deutsche Bank Securities Inc., Ferris, Baker Watts Incorporated, Fifth Third Securities, Inc., FTN Financial Securities Corp., Goldman, Sachs & Co., Greenwich Capital Markets, Inc., Guzman & Company, H&R Block Financial Advisors, Inc., HSBC Securities (USA) Inc., Janney Montgomery Scott LLC, J.B. Hanauer & Co., Jefferies & Company, Inc., J.J.B. Hilliard, W.L. Lyons, Inc., J.P. Morgan Chase, J.P. Morgan Securities Inc., JVB Financial Group, LLC, KeyBanc Capital Markets, Loop Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mesirow Financial Inc, Morgan Keegan & Company, Inc., Morgan Stanley & Co., Incorporated, M.R. Beal & Company, NatCity Investments, Inc, Oppenheimer & Co., Inc., Piper Jaffray & Co., Popular Securities, Inc, RBC Capital Markets Corporation, RBC Dain Rauscher Inc., Samuel A Ramirez & Company, Inc, Raymond James & Associates, Inc., Robert W. Baird & Co., Ross, Sinclair & Associates, LLC, Ryan Beck & Co., Inc., Stifel, Nicolaus & Company, Incorporated, Suntrust Capital Markets, Inc., TD Ameritrade, Inc., Utendahl Capital Partners, L.P., Wedbush Morgan Securities Inc., William Blair & Company L.L.C. Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(Ahmed, Saima) (Entered: 10/09/2009)

10/09/2009

30 

NOTICE OF APPEARANCE by Owen Harris Smith on behalf of Citigroup Global Markets Inc., Merrill Lynch, Morgan Stanley & Co. Incorporated, UBS Securities LLC, ABN AMRO Incorporated, Bank of America Corporation, Banc of America Securities LLC, Barclays Capital Inc, BB&T Capital Markets, B.C. Ziegler and Company, Bear, Stearns & Co., Inc., BNP Paribas Securities Corp., Cabrera Capital Markets, LLC, Charles Schwab & Co., Inc., C.L. King & Associates, Inc., Citigroup Global Markets, Inc., Comerica Securities Inc., Countrywide Securities Corporation, Credit Suisse Securities (USA) LLC, D.A. Davidson & Co., Deutsche Bank Securities Inc., Ferris, Baker Watts Incorporated, Fifth Third Securities, Inc., FTN Financial Securities Corp., Goldman, Sachs & Co., Greenwich Capital Markets, Inc., Guzman & Company, H&R Block Financial Advisors, Inc., HSBC Securities (USA) Inc., Janney Montgomery Scott LLC, J.B. Hanauer & Co., Jefferies & Company, Inc., J.J.B. Hilliard, W.L. Lyons, Inc., J.P. Morgan Chase, J.P. Morgan Securities Inc., JVB Financial Group, LLC, KeyBanc Capital Markets, Loop Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mesirow Financial Inc, Morgan Keegan & Company, Inc., Morgan Stanley & Co., Incorporated, M.R. Beal & Company, NatCity Investments, Inc, Oppenheimer & Co., Inc., Piper Jaffray & Co., Popular Securities, Inc, RBC Capital Markets Corporation, RBC Dain Rauscher Inc., Samuel A Ramirez & Company, Inc, Raymond James & Associates, Inc., Robert W. Baird & Co., Ross, Sinclair & Associates, LLC, Ryan Beck & Co., Inc., Stifel, Nicolaus & Company, Incorporated, Suntrust Capital Markets, Inc., TD Ameritrade, Inc., Utendahl Capital Partners, L.P., Wedbush Morgan Securities Inc., William Blair & Company L.L.C. Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(Smith, Owen) (Entered: 10/09/2009)

10/19/2009

31 

ORDER: For purposes of judicial economy, the Court will not consider the motions to dismiss currently pending in this case until after the motions to dismiss in the related cases, Nos. 09 Civ. 6351, 09 Civ. 4473, and 09 Civ. 5466, are fully briefed. Accordingly, Defendants' motions are denied without prejudice to renewal following the full briefing of the motions to dismiss in the cases identified above, and the Clerk of the Court is respectfully directed to terminate, for administrative purposes, the motions located at docket numbers 38 and 39. (Signed by Judge Richard J. Sullivan on 10/16/2009) (jfe) (Entered: 10/20/2009)

10/21/2009

32 

NOTICE of Withdrawal of John P. Coffey, Esq.. Document filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund. (Fredericks, William) (Entered: 10/21/2009)

10/23/2009

33 

NOTICE OF WITHDRAWAL OF COUNSEL AND ORDER: John P. Coffey, Esq. is terminated as attorney of record to Co-Lead Plaintiffs Orange County Employees' Retirement System and Louisiana Sheriffs' Pension and Relief Fund in this action. Mr. Coffey's withdrawal will not prejudice Plaintiffs, the Class, or the Defendants. Attorney John Patrick Coffey terminated. (Signed by Judge Richard J. Sullivan on 10/22/09) (tro) (Entered: 10/26/2009)

10/27/2009

34 

ORDER: The Court is in receipt of a letter from the Wachovia Defendants dated 10/26/09, requesting leave to file a thirty-five page memorandum in support of their motion to dismiss. IT IS SO ORDERED. (Signed by Judge Richard J. Sullivan on 10/26/09) (tro) (Entered: 10/28/2009)

11/02/2009

69 

MOTION for Sara B. Brody to Appear Pro Hac Vice. Document filed by ABN AMRO Inc., Banc of America Corp., B.C. Ziegler and Company, Bear, Stearns & Co., Inc., BNP Paribas Securities Corp., Cabrera Capital Markets, LLC, Castleoak Securities, L.P., Charles Schwab & Co., Inc., C.L. King & Associates, Inc., Comerica Securities, Inc., Countrywide Securities Corp., D.A. Davidson & Co., Davenport & Company LLC, E*Trade Securities LLC, Ferris, Baker Watts, Inc., Fidelity Capital Markets Services, Fifth Third Securities, Inc., Fixed Income Securities, L.P., FTN Financial Securities Corp., Greenwich Capital Markets, Inc., Howe Barnes Hoefer & Arnett, Inc., H&R Block Financial Advisors, Inc., HSBC Securities USA Inc., Janney Montgomery Scott LLC, J.B. Hanauer & Co., Jefferies & Co., Inc., J.J.B. Hilliard, W.L. Lyons, Inc., JPMorgan Chase, J.V. B. Financial Group, LLC, Keefe, Bruyette & Woods, Inc., Keybanc Capital Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mesirow Financial, Inc., Morgan, Keegan & Company, Inc., NatCity Investments, Inc., Oppenheimer & CO. Inc., Pershing LLC, Piper Jaffray & Co., Popular Securities, Inc., Raymond James & Associates, Inc., RBC Capital Markets Corporation, RBC Dain Rauscher Inc., Robert W. Baird & Co., Inc., Ross Sinclair & Associates, LLC, Ryan Beck & Co., Inc., Sterne, Agee & Leach, Inc., Stifel, Nicolaus & Company, Inc., Suntrust Capital Markets, Inc., TD Ameritrade, Inc., Toussaint Capital Partners, LLC, Utendahl Capital Partners, L.P., Wedbush Morgan Securities Inc., William Blair & Company, LLC, Banc of America Securites, LLC, Barclays Capital Inc., BB&T Capital Markets, a division of Scott & Stringfellow, Inc., Deutsche Bank Securities Inc., Guzman & Company, Loop Capital Markets LLC, Muriel Siebert & Co, Inc., Samuel A. Ramirez & Company, Inc., Sandler O'Neill & Partners, L.P., The Williams Capital Group, L.P., Credit Suisse Securities (USA) LLC, Citigroup Global Markets Inc., Morgan Stanley & Co. Incorporated, UBS Securities LLC.(dle) Modified on 11/4/2009 (dle). (Entered: 11/04/2009)

11/03/2009

35 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Wells Fargo & Company as Corporate Parent. Document filed by Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation.(Flaum, Douglas) (Entered: 11/03/2009)

11/03/2009

36 

MOTION to Dismiss The Consolidated Amended Class Action Complaint. Document filed by Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation.(Flaum, Douglas) (Entered: 11/03/2009)

11/03/2009

37 

MEMORANDUM OF LAW in Support re: 36 MOTION to Dismiss The Consolidated Amended Class Action Complaint.. Document filed by Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation. (Flaum, Douglas) (Entered: 11/03/2009)

11/03/2009

38 

DECLARATION of Courtney A. Jean in Support re: 36 MOTION to Dismiss The Consolidated Amended Class Action Complaint.. Document filed by Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation. (Attachments: # 1 Exhibit 1-a, # 2 Exhibit 1-b, # 3 Exhibit 2, # 4 Exhibit 3, # 5 Exhibit 4, # 6 Exhibit 5, # 7 Exhibit 6, # 8 Exhibit 7, # 9 Exhibit 8, # 10 Exhibit 9, # 11 Exhibit 10, # 12 Exhibit 11, # 13 Exhibit 12, # 14 Exhibit 13)(Flaum, Douglas) (Entered: 11/03/2009)

11/03/2009

39 

DECLARATION of Courtney A. Jean (Vol. II 0f V) in Support re: 36 MOTION to Dismiss The Consolidated Amended Class Action Complaint.. Document filed by Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation. (Attachments: # 1 Exhibit 14, # 2 Exhibit 14-1, # 3 Exhibit 14-2, # 4 Exhibit 14-3, # 5 Exhibit 14-4, # 6 Exhibit 14-5, # 7 Exhibit 14-6, # 8 Exhibit 14-7, # 9 Exhibit 14-8, # 10 Exhibit 14-9, # 11 Exhibit 14-10, # 12 Exhibit 14-11, # 13 Exhibit 14-12, # 14 Exhibit 14-13, # 15 Exhibit 14-14, # 16 Exhibit 14-15)(Flaum, Douglas) (Entered: 11/03/2009)

11/03/2009

40 

DECLARATION of Courtney A. Jean (III of V) in Support re: 36 MOTION to Dismiss The Consolidated Amended Class Action Complaint.. Document filed by Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation. (Attachments: # 1 Exhibit 15, # 2 Exhibit 15-1, # 3 Exhibit 15-2, # 4 Exhibit 15-3, # 5 Exhibit 15-4, # 6 Exhibit 15-5, # 7 Exhibit 15-6, # 8 Exhibit 15-7, # 9 Exhibit 15-8, # 10 Exhibit 15-9, # 11 Exhibit 15-10, # 12 Exhibit 15-11, # 13 Errata 15-12, # 14 Exhibit 15-13, # 15 Exhibit 15-14, # 16 Exhibit 15-15, # 17 Exhibit 15-16, # 18 Exhibit 15-17)(Flaum, Douglas) (Entered: 11/03/2009)

11/03/2009

41 

DECLARATION of Courtney A. Jean (Vol. IV of V) in Support re: 36 MOTION to Dismiss The Consolidated Amended Class Action Complaint.. Document filed by Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation. (Attachments: # 1 Exhibit 16, # 2 Exhibit 16-1, # 3 Exhibit 16-2, # 4 Exhibit 16-3, # 5 Exhibit 16-4, # 6 Exhibit 16-5, # 7 Exhibit 16-6, # 8 Exhibit 16-7, # 9 Exhibit 16-8, # 10 Exhibit 16-9, # 11 Exhibit 16-10, # 12 Exhibit 16-11, # 13 Exhibit 16-12, # 14 Exhibit 16-13, # 15 Exhibit 16-14, # 16 Exhibit 16-15, # 17 Exhibit 16-16)(Flaum, Douglas) (Entered: 11/03/2009)

11/03/2009

42 

NOTICE OF APPEARANCE by Emmet Thomas Flood on behalf of KPMG LLP Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(Flood, Emmet) (Entered: 11/03/2009)

11/03/2009

43 

FILING ERROR - WRONG PDF FILE ASSOCIATED WITH DOCKET ENTRY - RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Bank of America Corporation as Corporate Parent. Document filed by Merrill Lynch.(Pietrzak, Alfred) Modified on 11/4/2009 (kw). (Entered: 11/03/2009)

11/03/2009

44 

DECLARATION of Courtney A. Jean (Vol. V of V) in Support re: 36 MOTION to Dismiss The Consolidated Amended Class Action Complaint.. Document filed by Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation. (Attachments: # 1 Exhibit 17, # 2 Exhibit 17-1, # 3 Exhibit 17-2, # 4 Exhibit 17-3, # 5 Exhibit 17-4, # 6 Exhibit 17-5, # 7 Exhibit 17-6, # 8 Exhibit 17-7)(Flaum, Douglas) (Entered: 11/03/2009)

11/03/2009

45 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Bank of America Corporation as Corporate Parent. Document filed by Banc of America Securites, LLC.(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

46 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Barclays PLC. as Corporate Parent. Document filed by Barclays Capital Inc..(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

47 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying BB&T Corporation as Corporate Parent. Document filed by BB&T Capital Markets, a division of Scott & Stringfellow, Inc..(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

48 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Citigroup, Inc. as Corporate Parent. Document filed by Citigroup Global Markets Inc..(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

49 

FILING ERROR - WRONG PDF FILE ASSOCIATED WITH DOCKET ENTRY - RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Deutsche Bank AG. as Corporate Parent. Document filed by Deutsche Bank Securities Inc..(Pietrzak, Alfred) Modified on 11/4/2009 (kw). (Entered: 11/03/2009)

11/03/2009

50 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. No Corporate Parent. Document filed by Goldman, Sachs & Co..(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

51 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. No Corporate Parent. Document filed by Guzman & Company.(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

52 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. No Corporate Parent. Document filed by Jackson Securities, LLC.(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

53 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. No Corporate Parent. Document filed by Loop Capital Markets LLC.(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

54 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Morgan Stanley as Corporate Parent. Document filed by Morgan Stanley & Co. Incorporated.(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

55 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying MRB Securities Corporation as Corporate Parent. Document filed by M.R. Beal & Company.(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

56 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Siebert Financial Corp. as Corporate Parent. Document filed by Muriel Siebert & Co, Inc..(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

57 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying SAR Holdings as Corporate Parent. Document filed by Samuel A. Ramirez & Company, Inc..(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

58 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. No Corporate Parent. Document filed by Sandler O'Neill & Partners, L.P..(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

59 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying UBS Americas, Inc. and UBS AG as Corporate Parent. Document filed by UBS Securities LLC.(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

60 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. No Corporate Parent. Document filed by The Williams Capital Group, L.P..(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

61 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Credit Suisse and Credit Suisse Group AG as Corporate Parent. Document filed by Credit Suisse Securities (USA) LLC.(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

62 

MOTION to Dismiss Consolidated Class Action Complaint. Document filed by Banc of America Securites, LLC, Barclays Capital Inc., BB&T Capital Markets, a division of Scott & Stringfellow, Inc., Deutsche Bank Securities Inc., Goldman, Sachs & Co., Guzman & Company, Jackson Securities, LLC, Loop Capital Markets LLC, M.R. Beal & Company, Muriel Siebert & Co, Inc., Samuel A. Ramirez & Company, Inc., Sandler O'Neill & Partners, L.P., The Williams Capital Group, L.P., Credit Suisse Securities (USA) LLC, Citigroup Global Markets Inc., Merrill Lynch, Morgan Stanley & Co. Incorporated, UBS Securities LLC. Responses due by 12/18/2009(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

63 

MEMORANDUM OF LAW in Support re: 62 MOTION to Dismiss Consolidated Class Action Complaint.. Document filed by Banc of America Securites, LLC, Barclays Capital Inc., BB&T Capital Markets, a division of Scott & Stringfellow, Inc., Deutsche Bank Securities Inc., Goldman, Sachs & Co., Guzman & Company, Jackson Securities, LLC, Loop Capital Markets LLC, M.R. Beal & Company, Muriel Siebert & Co, Inc., Samuel A. Ramirez & Company, Inc., Sandler O'Neill & Partners, L.P., The Williams Capital Group, L.P., Credit Suisse Securities (USA) LLC, Citigroup Global Markets Inc., Merrill Lynch, Morgan Stanley & Co. Incorporated, UBS Securities LLC. (Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

64 

AFFIDAVIT of A. Robert Pietrzak in Support re: 62 MOTION to Dismiss Consolidated Class Action Complaint.. Document filed by Banc of America Securites, LLC, Barclays Capital Inc., BB&T Capital Markets, a division of Scott & Stringfellow, Inc., Deutsche Bank Securities Inc., Goldman, Sachs & Co., Guzman & Company, Jackson Securities, LLC, Loop Capital Markets LLC, M.R. Beal & Company, Muriel Siebert & Co, Inc., Samuel A. Ramirez & Company, Inc., Sandler O'Neill & Partners, L.P., The Williams Capital Group, L.P., Credit Suisse Securities (USA) LLC, Citigroup Global Markets Inc., Merrill Lynch, Morgan Stanley & Co. Incorporated, UBS Securities LLC. (Attachments: # 1 Exhibit A1, # 2 Exhibit A2, # 3 Exhibit A3, # 4 Exhibit B, # 5 Exhibit C, # 6 Exhibit D)(Pietrzak, Alfred) (Entered: 11/03/2009)

11/03/2009

65 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. No Corporate Parent. Document filed by KPMG LLP.Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(Flood, Emmet) (Entered: 11/03/2009)

11/03/2009

66 

MOTION to Dismiss Consolidated Class Action Complaint. Document filed by KPMG LLP.Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(Flood, Emmet) (Entered: 11/03/2009)

11/03/2009

67 

MEMORANDUM OF LAW in Support re: (20 in 1:09-cv-06457-RJS) MOTION to Dismiss. Consolidated Class Action Complaint. Document filed by KPMG LLP. Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(Flood, Emmet) (Entered: 11/03/2009)

11/03/2009

68 

DECLARATION of Emmet T. Flood in Support re: (20 in 1:09-cv-06457-RJS) MOTION to Dismiss.. Document filed by KPMG LLP. (Attachments: # 1 Exhibit A, # 2 Exhibit B)Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(Flood, Emmet) (Entered: 11/03/2009)

11/03/2009

72 

JOINT STIPULATION AND ORDER DISMISSING TOLLED UNDERWRITERS WITHOUT PREJUDICE: THEREFORE, IT IS HEREBY STIPULATED AND AGREED by the Bond Plaintiffs and the Tolled Underwriters, through their respective counsel of record, subject to the approval of the Court, that the Tolled Underwriters are dismissed without prejudice pursuant to Fed. R. Civ. P. 41(a)(2). So Ordered (Signed by Judge Richard J. Sullivan on 11/3/09) (js) (Entered: 11/04/2009)

11/04/2009

  

***NOTE TO ATTORNEY TO RE-FILE DOCUMENT - PDF ERROR. Note to Attorney Alfred Pietrzak to RE-FILE Document 49 Rule 7.1 Corporate Disclosure Statement, 43 Rule 7.1 Corporate Disclosure Statement. (kw) (Entered: 11/04/2009)

11/04/2009

70 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Merrill Lynch & Co., Inc. and Bank of America Corporation as Corporate Parent. Document filed by Merrill Lynch.(Pietrzak, Alfred) (Entered: 11/04/2009)

11/04/2009

71 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Deutsche Bank AG as Corporate Parent. Document filed by Deutsche Bank Securities Inc..(Pietrzak, Alfred) (Entered: 11/04/2009)

11/06/2009

73 

ORDER FOR ADMISSION PRO HAC VICE ON WRITTEN MOTION, that Sara B. Brody is admitted to practice pro hac vice as Counsel for the Underwriter Defendants in the above-captioned case in the United States District Court for the Southern District of New York. Additional relief as set forth in this Order. (Signed by Judge Richard J. Sullivan on 11/6/09) (pl) (Entered: 11/09/2009)

11/06/2009

  

Transmission to Attorney Admissions Clerk. Transmitted re: 73 Order on Motion to Appear Pro Hac Vice,, to the Attorney Admissions Clerk for updating of Attorney Information. (pl) (Entered: 11/09/2009)

11/16/2009

74 

ORDER. This action is hereby consolidated for pre-trial purposes with In Re Wachovia Preferred Securities and Bonds/Notes Litigation, No. 09 cv 6351. (Signed by Judge Richard J. Sullivan on 11/16/09) (djc) (Entered: 11/17/2009) (Signed by Judge Richard J. Sullivan on 11/16/09) (djc) (Entered: 11/17/2009)

11/17/2009

  

CASHIERS OFFICE REMARK on 69 Motion to Appear Pro Hac Vice,,,,,,,, in the amount of $25.00, paid on 11/03/2009, Receipt Number 705047. (jd) (Entered: 11/17/2009)

12/10/2009

75 

ENDORSED LETTER addressed to Judge Richard J. Sullivan from John A. Kehoe dated 12/10/09 re: Counsel for Lead Plaintiffs request that the Court allow them to file a single consolidated memorandum of law of no more than 75 pages, in opposition to the pending motions to dismiss filed by the Wachovia Defendants, the Underwriter Defendants and KPMG LLP. ENDORSEMENT: SO ORDERED. (Signed by Judge Richard J. Sullivan on 12/10/09) (tro) (Entered: 12/11/2009)

12/18/2009

76 

FILING ERROR - WRONG EVENT TYPE SELECTED FROM MENU - MOTION to Dismiss Opposition. Document filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority.(Fredericks, William) Modified on 12/21/2009 (db). (Entered: 12/18/2009)

12/18/2009

  

***NOTE TO ATTORNEY TO RE-FILE DOCUMENT - EVENT TYPE ERROR. Note to Attorney William Curtis Fredericks to RE-FILE Document 76 MOTION to Dismiss Opposition. Use the event type Memorandum of Law in Opposition to Motion found under the event list Replies, Opposition and Supporting Documents. (db) (Entered: 12/21/2009)

12/21/2009

77 

MEMORANDUM OF LAW in Opposition re: 66 MOTION to Dismiss Consolidated Class Action Complaint., 62 MOTION to Dismiss Consolidated Class Action Complaint., 36 MOTION to Dismiss The Consolidated Amended Class Action Complaint.. Document filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority. (Fredericks, William) (Entered: 12/21/2009)

01/13/2010

78 

MOTION for Christopher L. Nelson to Appear Pro Hac Vice. Document filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority.(mbe) (Entered: 01/14/2010)

01/20/2010

79 

ORDER FOR ADMISSION PRO HAC VICE ON WRITTEN MOTION: Christopher L. Nelson is admitted to practice pro hac vice as counsel for co-lead plaintiffs, Southeastern Pennsylvania Transportation Authority and the proposed class in this case in the USDC for the SDNY as further set forth herein. (Signed by Judge Richard J. Sullivan on 1/19/10) (dle) (Entered: 01/20/2010)

01/20/2010

  

Transmission to Attorney Admissions Clerk. Transmitted re: 79 Order on Motion to Appear Pro Hac Vice,, to the Attorney Admissions Clerk for updating of Attorney Information. (dle) (Entered: 01/20/2010)

01/27/2010

  

CASHIERS OFFICE REMARK on 78 Motion to Appear Pro Hac Vice in the amount of $25.00, paid on 01/13/2010, Receipt Number 891018. (jd) (Entered: 01/27/2010)

01/29/2010

80 

ENDORSED LETTER: addressed to Judge Richard J. Sullivan from Douglas H. Flaum dated 1/28/2010 re: Counsel for Wachovia defendants write with the consent of all counsel in all of the actions to request that the Court allow the Wachovia Defendants to file reply memoranda of law of no more than (i) 15 pages in support of their motion to dismiss the FC Holdings Action (ii) 20 pages in support of their motions to dismiss the G&E Opt-Out Actions; and (iii)25 pages in support of their motion to dismiss the Bond/Notes Action. ENDORSEMENT: So Ordered. (Signed by Judge Richard J. Sullivan on 1/28/2010) (js) (Entered: 01/29/2010)

02/01/2010

81 

NOTICE OF APPEARANCE by David Kessler on behalf of Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority (Kessler, David) (Entered: 02/01/2010)

02/04/2010

82 

REPLY MEMORANDUM OF LAW in Support re: 36 MOTION to Dismiss The Consolidated Amended Class Action Complaint.. Document filed by Wachovia Capital Trust IV, Wachovia Capital Trust X, Ross E. Jeffries, Jr, David M. Julian, Donald K. Truslow, Wells Fargo Securities, LLC, Wells Fargo & Company, as successor-in-interest to Wachovia Corporation, Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, John C. Whitaker, Jr, Dona Davis Young, Wachovia Corporation. (Flaum, Douglas) (Entered: 02/04/2010)

02/04/2010

83 

REPLY AFFIRMATION of Courtney A. Jean in Support re: 36 MOTION to Dismiss The Consolidated Amended Class Action Complaint.. Document filed by Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, Wachovia Capital Trust X, Wachovia Capital Trust IV, Ross E. Jeffries, Jr, David M. Julian, Donald K. Truslow, Wells Fargo Securities, LLC, Wells Fargo & Company, as successor-in-interest to Wachovia Corporation, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3, # 4 Exhibit 4, # 5 Exhibit 5, # 6 Exhibit 6, # 7 Exhibit 7, # 8 Exhibit 8, # 9 Exhibit 9, # 10 Exhibit 11, # 11 Exhibit 11, # 12 Exhibit 12, # 13 Exhibit 13, # 14 Exhibit 14, # 15 Exhibit 15, # 16 Exhibit 16, # 17 Exhibit 17, # 18 Exhibit 18, # 19 Errata 19, # 20 Exhibit 20, # 21 Exhibit 21)(Flaum, Douglas) (Entered: 02/04/2010)

02/04/2010

84 

REPLY MEMORANDUM OF LAW in Support re: (66 in 1:09-cv-06351-RJS, 24 in 1:09-cv-06374-RJS) MOTION to Dismiss Consolidated Class Action Complaint.. Document filed by KPMG LLP. Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS(Flood, Emmet) (Entered: 02/04/2010)

02/04/2010

85 

REPLY MEMORANDUM OF LAW in Support re: 62 MOTION to Dismiss Consolidated Class Action Complaint.. Document filed by Banc of America Securites, LLC, Barclays Capital Inc., BB&T Capital Markets, a division of Scott & Stringfellow, Inc., Deutsche Bank Securities Inc., Goldman, Sachs & Co., Guzman & Company, Jackson Securities, LLC, Loop Capital Markets LLC, M.R. Beal & Company, Muriel Siebert & Co, Inc., Samuel A. Ramirez & Company, Inc., Sandler O'Neill & Partners, L.P., The Williams Capital Group, L.P., Credit Suisse Securities (USA) LLC, Citigroup Global Markets Inc., Merrill Lynch, Morgan Stanley & Co. Incorporated, UBS Securities LLC. (Pietrzak, Alfred) (Entered: 02/04/2010)

02/04/2010

86 

REPLY AFFIDAVIT of Saima Ahmed in Support re: 62 MOTION to Dismiss Consolidated Class Action Complaint.. Document filed by Banc of America Securites, LLC, Barclays Capital Inc., BB&T Capital Markets, a division of Scott & Stringfellow, Inc., Deutsche Bank Securities Inc., Goldman, Sachs & Co., Guzman & Company, Jackson Securities, LLC, Loop Capital Markets LLC, M.R. Beal & Company, Muriel Siebert & Co, Inc., Samuel A. Ramirez & Company, Inc., Sandler O'Neill & Partners, L.P., The Williams Capital Group, L.P., Credit Suisse Securities (USA) LLC, Citigroup Global Markets Inc., Merrill Lynch, Morgan Stanley & Co. Incorporated, UBS Securities LLC. (Attachments: # 1 Exhibit A, # 2 Exhibit B)(Ahmed, Saima) (Entered: 02/04/2010)

02/15/2010

87 

ORDER the Clerk of the Court is respectfully directed to terminate the motion located at Doc. No. 76, as it has been incorrectly docketed as a motion re: 76 MOTION to Dismiss Opposition, filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority. (Signed by Judge Richard J. Sullivan on 2/11/10) (cd) (Entered: 02/16/2010)

02/16/2010

88 

MOTION for Nichole T. Browning to Appear Pro Hac Vice. Document filed by Southeastern Pennsylvania Transportation Authority.(mro) (Entered: 02/18/2010)

02/19/2010

  

CASHIERS OFFICE REMARK on 88 Motion to Appear Pro Hac Vice in the amount of $25.00, paid on 02/16/2010, Receipt Number 894285. (jd) (Entered: 02/19/2010)

02/19/2010

90 

MOTION for Erik D. Peterson to Appear Pro Hac Vice. Document filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Louisiana Sheriffs' Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority. Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS(mro) Modified on 3/9/2010 (mro). (Entered: 02/22/2010)

02/22/2010

89 

ORDER FOR ADMISSION PRO HAC VICE ON WRITTEN MOTION: granting (88) Motion for Nichole T. Browning to Appear Pro Hac Vice in case 1:09-cv-06351-RJS. (Signed by Judge Richard J. Sullivan on 2/21/2010) Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS(jfe) (Entered: 02/22/2010)

02/24/2010

  

CASHIERS OFFICE REMARK on 90 Motion to Appear Pro Hac Vice, in the amount of $25.00, paid on 02/19/2010, Receipt Number 894495. (jd) (Entered: 02/24/2010)

02/24/2010

91 

ORDER FOR ADMISSION PRO HAC VICE ON WRITTEN MOTION: granting (90) Motion for Erik D. Peterson to Appear Pro Hac Vice in case 1:09-cv-06351-RJS; granting (29) Motion for Erik D. Peterson to Appear Pro Hac Vice in case 1:09-cv-06374-RJS. (Signed by Judge Richard J. Sullivan on 2/24/2010) Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS(jfe) (Entered: 02/25/2010)

03/07/2010

92 

ORDER: the Clerk of the Court is respectfully directed to (1) administratively close the actions bearing the docket numbers 09 Civ. 6374 and 09 Civ. 6457 and (2) terminate all motions pending in those two cases. (Signed by Judge Richard J. Sullivan on 3/4/2010) Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(tve) Modified on 3/15/2010 (tve). (Entered: 03/08/2010)

03/24/2010

93 

NOTICE of Firm Name Change. Document filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority. (Rosenfeld, David) (Entered: 03/24/2010)

04/15/2010

94 

ORDER: Motions to dismiss are currently pending before the Court in these related actions. In the interest of judicial efficiency, the Court intends to rule no more than once on the sufficiency of Plaintiffs' pleadings. As Plaintiffs have now read Defendants' briefs and are thoroughly familiar with their arguments in favor of dismissal, Plaintiffs are specifically advised that to the extent they believe that amendment would cure any of the asserted deficiencies, they must seek leave to amend no later than 4/26/2010. Otherwise, should the Court dismiss any claim for relief in any of the above-captioned cases, leave to amend will likely be denied. (Signed by Judge Richard J. Sullivan on 4/15/2010) (tro) Modified on 4/26/2010 (tro). (Entered: 04/16/2010)

04/19/2010

95 

ORDER: Accordingly, if Plaintiffs in any of the above-captioned actions wish to file an amended complaint in light of the Court's April 15 Order, they shall submit a concise letter of no more than three pages setting forth the nature of the proposed amendment by April 26, 2010. By April 30, 2010, Defendants shall submit letters in opposition. Should the Court grant leave to amend, it will address the Fe Holdings Plaintiffs' request to seal certain documents at that time. (Signed by Judge Richard J. Sullivan on 4/19/2010) (jpo) (Entered: 04/20/2010)

05/03/2010

96 

ORDER: Accordingly, Plaintiffs shall be granted leave to amend. The parties to the above captioned actions shall meet and confer, and by May 10, 2010, they shall submit a joint proposed schedule governing when the amended complaints shall be filed and when the briefs on the motions to dismiss shall be due. The Clerk of the Court is respectfully directed to tenninate the motions to dismiss pending in the above-captioned actions as moot. (Signed by Judge Richard J. Sullivan on 5/3/2010) (jpo) (Entered: 05/03/2010)

05/10/2010

97 

ENDORSED LETTER addressed to Judge Richard J. Sullivan from Douglas H. Flaum dated 5/7/2010 re: All parties to the above-captioned actions conferred and agreed to respectfully submit the following joint proposed schedule governing the timing for filing the amended complaints in the Wachovia Securities Litigations and for the briefing on the anticipated motions to dismiss those complaints: Plaintiffs in the Wachovia Securities Litigations shall file their amended complaints no later than May 28,2010. Defendants shall have until July 14, 2010 to move to dismiss the amended complaints. Plaintiffs shall have until August 13, 2010 to serve their responses to the motions to dismiss. Defendants shall have until September 15, 2010 to serve their replies in further support of the motions to dismiss. The parties also respectfully request, so as not to burden the Court with additional voluminous filings, that they be permitted to refer to the declarations and exhibits previously filed in connection with the briefing of the original motions to dismiss the Wachovia Securities Litigations. ENDORSEMENT: SO ORDERED. The parties shall confer regarding the length of their briefs. Should any party wish to file a brief in excess of the length stated by my individual practices, the parties shall submit one joint letter proposing lengths for all of the briefs. The briefs shall in no event be any longer than those previously filed, and the parties shall endeavor to agree on a proposal resulting in fewer overall pages than were produced in connection with the previous pleadings. (Signed by Judge Richard J. Sullivan on 5/10/2010) (tve) (Entered: 05/10/2010)

05/10/2010

  

Set/Reset Deadlines: Amended Pleadings due by 5/28/2010. Motions due by 7/14/2010. Replies due by 9/15/2010. Responses due by 8/13/2010 (tve) (Entered: 05/10/2010)

05/24/2010

98 

NOTICE OF APPEARANCE by Christopher Chad Johnson on behalf of Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund (Johnson, Christopher) (Entered: 05/24/2010)

05/28/2010

99 

AMENDED COMPLAINT amending 13 Complaint, against Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, Banc of America Securites, LLC, Barclays Capital Inc., BB&T Capital Markets, a division of Scott & Stringfellow, Inc., Deutsche Bank Securities Inc., Goldman, Sachs & Co., William H. Goodwin, Jr, Guzman & Company, Jackson Securities, LLC, Loop Capital Markets LLC, M.R. Beal & Company, Muriel Siebert & Co, Inc., Samuel A. Ramirez & Company, Inc., Sandler O'Neill & Partners, L.P., The Williams Capital Group, L.P., Credit Suisse Securities (USA) LLC, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, Wachovia Capital Trust X, Wachovia Capital Trust IV, Ross E. Jeffries, Jr, David M. Julian, Donald K. Truslow, Wells Fargo Securities, LLC, Wells Fargo & Company, as successor-in-interest to Wachovia Corporation, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation, Citigroup Global Markets Inc., Merrill Lynch, Pierce Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, UBS Securities LLC.Document filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Southeastern Pennsylvania Transportation Authority. Related document: 13 Complaint, filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund.(rdz) (rdz). (Entered: 06/02/2010)

06/07/2010

100 

NOTICE OF APPEARANCE by Marc Ian Gross on behalf of Iron Workers Locals 40, 361,417, Union Security Funds (Gross, Marc) (Entered: 06/07/2010)

06/07/2010

101 

NOTICE OF APPEARANCE by Fei-Lu Qian on behalf of Iron Workers Locals 40, 361,417, Union Security Funds (Qian, Fei-Lu) (Entered: 06/07/2010)

06/15/2010

102 

NOTICE of Errara Sheet to Amended Consolidated Complaint. Document filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Arlette Miller, Southeastern Pennsylvania Transportation Authority, Hawaii Sheet Metal Workers Pension Fund, Iron Workers Locals 40, 361,417, Union Security Funds, Norman Levin, City of Livonia Employees' Retirement System, Michael Swiskay. (Hunciker, Kurt) (Entered: 06/15/2010)

06/30/2010

103 

NOTICE of Certifications of Additional Plaintiffs. Document filed by Orange County Employees' Retirement System, Louisiana Sheriff's Pension and Relief Fund, Arlette Miller, Southeastern Pennsylvania Transportation Authority, Hawaii Sheet Metal Workers Pension Fund, Iron Workers Locals 40, 361,417, Union Security Funds, City of Livonia Employees' Retirement System, Michael Swiskay. (Hunciker, Kurt) (Entered: 06/30/2010)

07/07/2010

104 

ENDORSED LETTER addressed to Judge Richard J. Sullivan from Dougals H. Flaum dated 7/6/2010 re: The FC Plaintiffs request the right to submit a request for additional pages for their opposition upon reviewing the Wachovia Defendants' memorandum of law in support of their motion to dismiss the FC Action. ENDORSEMENT: So Ordered. (Signed by Judge Richard J. Sullivan on 7/6/2010) (jpo) (Entered: 07/07/2010)

07/14/2010

105 

MOTION to Dismiss the Amended Complaint. Document filed by Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, Wachovia Capital Trust X, Wachovia Capital Trust IV, Ross E. Jeffries, Jr, David M. Julian, Donald K. Truslow, Wells Fargo Securities, LLC, Wells Fargo & Company, as successor-in-interest to Wachovia Corporation, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation.(Flaum, Douglas) (Entered: 07/14/2010)

07/14/2010

106 

MEMORANDUM OF LAW in Support re: 105 MOTION to Dismiss the Amended Complaint.. Document filed by Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, Wachovia Capital Trust X, Wachovia Capital Trust IV, Ross E. Jeffries, Jr, David M. Julian, Donald K. Truslow, Wells Fargo Securities, LLC, Wells Fargo & Company, as successor-in-interest to Wachovia Corporation, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation. (Flaum, Douglas) (Entered: 07/14/2010)

07/14/2010

107 

DECLARATION of Eric A. Hirsch in Support re: 105 MOTION to Dismiss the Amended Complaint.. Document filed by Wachovia Capital Trust IX, G. Kennedy Thompson, Mark C. Treanor, Thomas J. Wurtz, Peter M. Carlson, John D. Baker, II, Robert J. Brown, Peter C. Browning, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, Wachovia Capital Trust X, Wachovia Capital Trust IV, Ross E. Jeffries, Jr, David M. Julian, Donald K. Truslow, Wells Fargo Securities, LLC, Wells Fargo & Company, as successor-in-interest to Wachovia Corporation, John C. Whitaker, Jr, Dona Davis Young, Wachovia Capital Markets, LLC, Wachovia Corporation. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3, # 4 Exhibit 4, # 5 Exhibit 5, # 6 Exhibit 6, # 7 Exhibit 7, # 8 Exhibit 8, # 9 Exhibit 9)(Flaum, Douglas) (Entered: 07/14/2010)

07/14/2010

108 

MOTION to Dismiss Amended Consolidated Class Action Complaint. Document filed by KPMG LLP.(Flood, Emmet) (Entered: 07/14/2010)

07/14/2010

109 

MEMORANDUM OF LAW in Support re: 108 MOTION to Dismiss Amended Consolidated Class Action Complaint.. Document filed by KPMG LLP. (Flood, Emmet) (Entered: 07/14/2010)

07/14/2010

110 

DECLARATION of Emmet T. Flood in Support re: 108 MOTION to Dismiss Amended Consolidated Class Action Complaint.. Document filed by KPMG LLP. (Attachments: # 1 Exhibit A, # 2 Exhibit B)(Flood, Emmet) (Entered: 07/14/2010)

07/14/2010

111 

MOTION to Dismiss The Amended Consolidated Class Action Complaint. Document filed by Banc of America Securites, LLC, Barclays Capital Inc., BB&T Capital Markets, a division of Scott & Stringfellow, Inc., Deutsche Bank Securities Inc., Goldman, Sachs & Co., Guzman & Company, Jackson Securities, LLC, Loop Capital Markets LLC, M.R. Beal & Company, Muriel Siebert & Co, Inc., Samuel A. Ramirez & Company, Inc., Sandler O'Neill & Partners, L.P., The Williams Capital Group, L.P., Credit Suisse Securities (USA) LLC, Citigroup Global Markets Inc., Merrill Lynch, Morgan Stanley & Co. Incorporated, UBS Securities LLC.(Pietrzak, Alfred) (Entered: 07/14/2010)

07/14/2010

112 

MEMORANDUM OF LAW in Support re: 111 MOTION to Dismiss The Amended Consolidated Class Action Complaint.. Document filed by Banc of America Securites, LLC, Barclays Capital Inc., BB&T Capital Markets, a division of Scott & Stringfellow, Inc., Deutsche Bank Securities Inc., Goldman, Sachs & Co., Guzman & Company, Jackson Securities, LLC, Loop Capital Markets LLC, M.R. Beal & Company, Muriel Siebert & Co, Inc., Samuel A. Ramirez & Company, Inc., Sandler O'Neill & Partners, L.P., The Williams Capital Group, L.P., Credit Suisse Securities (USA) LLC, Citigroup Global Markets Inc., Merrill Lynch, Morgan Stanley & Co. Incorporated, UBS Securities LLC. (Pietrzak, Alfred) (Entered: 07/14/2010)

07/14/2010

113 

AFFIDAVIT of A. Robert Pietrzak in Support re: 111 MOTION to Dismiss The Amended Consolidated Class Action Complaint.. Document filed by Banc of America Securites, LLC, Barclays Capital Inc., BB&T Capital Markets, a division of Scott & Stringfellow, Inc., Deutsche Bank Securities Inc., Goldman, Sachs & Co., Guzman & Company, Jackson Securities, LLC, Loop Capital Markets LLC, M.R. Beal & Company, Muriel Siebert & Co, Inc., Samuel A. Ramirez & Company, Inc., Sandler O'Neill & Partners, L.P., The Williams Capital Group, L.P., Credit Suisse Securities (USA) LLC, Citigroup Global Markets Inc., Merrill Lynch, Morgan Stanley & Co. Incorporated, UBS Securities LLC. (Attachments: # 1 Exhibit A, # 2 Exhibit B, # 3 Exhibit C, # 4 Exhibit D, # 5 Exhibit E, # 6 Exhibit F, # 7 Exhibit G)(Pietrzak, Alfred) (Entered: 07/14/2010)

08/13/2010

114 

MEMORANDUM OF LAW in Opposition re: 108 MOTION to Dismiss Amended Consolidated Class Action Complaint., 111 MOTION to Dismiss The Amended Consolidated Class Action Complaint., 105 MOTION to Dismiss the Amended Complaint.. Document filed by City of Livonia Employees' Retirement System, Hawaii Sheet Metal Workers Pension Fund, Iron Workers Locals 40, 361,417, Union Security Funds, Norman Levin, Louisiana Sheriff's Pension and Relief Fund, Arlette Miller, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority, Michael Swiskay. (Fredericks, William) (Entered: 08/13/2010)

09/01/2010

115 

ENDORSED LETTER addressed to Judge Richard J. Sullivan from Douglas H. Flaum dated 9/1/10 re: counsel for Wachovia Defendants respectfully request that the Court permit them to file one consolidated reply brief of no more than 60 pages.ENDORSEMENT: So Ordered. (Signed by Judge Richard J. Sullivan on 9/1/10) (pl) (Entered: 09/02/2010)

09/15/2010

116 

REPLY MEMORANDUM OF LAW in Support re: 105 MOTION to Dismiss the Amended Complaint.. Document filed by John D. Baker, II, Robert J. Brown, Peter C. Browning, Peter M. Carlson, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Ross E. Jeffries, Jr, David M. Julian, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, G. Kennedy Thompson, Mark C. Treanor, Donald K. Truslow, Wachovia Capital Markets, LLC, Wachovia Capital Trust IV, Wachovia Capital Trust IX, Wachovia Capital Trust X, Wachovia Corporation, Wells Fargo & Company, as successor-in-interest to Wachovia Corporation, Wells Fargo Securities, LLC, John C. Whitaker, Jr, Thomas J. Wurtz, Dona Davis Young. (Flaum, Douglas) (Entered: 09/15/2010)

09/15/2010

117 

DECLARATION of Eric A. Hirsch in Support re: 105 MOTION to Dismiss the Amended Complaint.. Document filed by John D. Baker, II, Robert J. Brown, Peter C. Browning, Peter M. Carlson, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Ross E. Jeffries, Jr, David M. Julian, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, G. Kennedy Thompson, Mark C. Treanor, Donald K. Truslow, Wachovia Capital Markets, LLC, Wachovia Capital Trust IV, Wachovia Capital Trust IX, Wachovia Capital Trust X, Wachovia Corporation, Wells Fargo & Company, as successor-in-interest to Wachovia Corporation, Wells Fargo Securities, LLC, John C. Whitaker, Jr, Thomas J. Wurtz, Dona Davis Young. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3, # 4 Exhibit 4, # 5 Exhibit 5, # 6 Exhibit 6, # 7 Exhibit 7, # 8 Exhibit 8)(Flaum, Douglas) (Entered: 09/15/2010)

09/15/2010

118 

REPLY MEMORANDUM OF LAW in Support re: 108 MOTION to Dismiss Amended Consolidated Class Action Complaint.. Document filed by KPMG LLP. (Flood, Emmet) (Entered: 09/15/2010)

09/15/2010

119 

REPLY MEMORANDUM OF LAW in Support re: 111 MOTION to Dismiss The Amended Consolidated Class Action Complaint.. Document filed by BB&T Capital Markets, a division of Scott & Stringfellow, Inc., Banc of America Securites, LLC, Barclays Capital Inc., Citigroup Global Markets Inc., Credit Suisse Securities (USA) LLC, Deutsche Bank Securities Inc., Goldman, Sachs & Co., Guzman & Company, Jackson Securities, LLC, Loop Capital Markets LLC, M.R. Beal & Company, Merrill Lynch, Morgan Stanley & Co. Incorporated, Muriel Siebert & Co, Inc., Samuel A. Ramirez & Company, Inc., Sandler O'Neill & Partners, L.P., The Williams Capital Group, L.P., UBS Securities LLC. (Pietrzak, Alfred) (Entered: 09/15/2010)

10/06/2010

120 

ORDER that the parties are advised that the pending motion to dismiss was fully submitted as of 9/15/10. Absent a significant change in controlling precedent, the Court will not require further submissions regarding other ongoing securities litigation in the District. (Signed by Judge Richard J. Sullivan on 10/6/10) (cd) (Entered: 10/12/2010)

11/30/2010

121 

NOTICE of Withdrawal of Appearance of Nichole T. Browning. Document filed by Southeastern Pennsylvania Transportation Authority. Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS(Kehoe, John) (Entered: 11/30/2010)

03/31/2011

122 

OPINION & ORDER re: 108 MOTION to Dismiss Amended Consolidated Class Action Complaint filed by KPMG LLP, 111 MOTION to Dismiss The Amended Consolidated Class Action Complaint filed by Barclays Capital Inc., Goldman, Sachs & Co., Deutsche Bank Securities Inc., Loop Capital Markets LLC, Banc of America Securites, LLC, Sandler O'Neill & Partners, L.P., The Williams Capital Group, L.P., Credit Suisse Securities (USA) LLC, Samuel A. Ramirez & Company, Inc., Guzman & Company, BB&T Capital Markets, a division of Scott & Stringfellow, Inc., M.R. Beal & Company, Jackson Securities, LLC, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., Muriel Siebert & Co, Inc., UBS Securities LLC, Merrill Lynch, 105 MOTION to Dismiss the Amended Complaint filed by Peter M. Carlson, John C. Whitaker, Jr., Donald M. James, Robert J. Brown, Ross E. Jeffries, Jr., G. Kennedy Thompson, Donald K. Truslow, Ernest S. Rady, Wells Fargo & Company, as successor-in-interest to Wachovia Corporation, Lanty L. Smith, Dona Davis Young, Timothy D. Proctor, John T. Casteen, III, Wachovia Capital Trust IV, Mark C. Treanor, Wachovia Capital Markets, LLC, Mackey J. Mcdonald, Maryellen C. Herringer, Wells Fargo Securities, LLC, Ruth G. Shaw, Robert A. Ingram, David M. Julian, William H. Goodwin, Jr., John D. Baker, II, Wachovia Capital Trust X, Wachovia Capital Trust IX, Jerome A. Gitt, Peter C. Browning, Thomas J. Wurtz, Van L. Richey, Wachovia Corporation, Joseph Neubauer. For the reasons stated above, IT IS HEREBY ORDERED THAT: 1) The Wachovia Defendants' Motion to Dismiss the Equity Complaint is HEREBY GRANTED. 2) The Underwriter Defendants' Motion to Dismiss the Equity Complaint is HEREBY GRANTED; 3) The Wachovia Defendants' Motion to Dismiss the Stichting Complaint is HEREBY GRANTED; 4) The Wachovia Defendants' Motion to Dismiss the FC Holdings Complaint is HEREBY GRANTED; 5) The Wachovia Defendants' Motion to Dismiss the Bond/Notes Complaint is HEREBY GRANTED IN PART and DENIED IN PART; 6) The Underwriter Defendants' Motion to Dismiss the Bond/Notes Complaint is HEREBY GRANTED IN PART AND DENIED IN PART; and 7) Defendant KPMG's Motion to Dismiss the Bond/Notes Complaint is HEREBY DENIED. The Clerk of the Court is respectfully directed to terminate the following motions: 1) Doc. Nos. 75 and 78 in No. 08 Civ. 6171; 2) Doc No. 37 in 09 Civ. 4473; Doc. No 31 in 09 Civ. 5466; and Doc. Nos. 105, 108, and 111 in 09 Civ. 6351. The Clerk of the Court is also respectfully directed to close the following cases: 1) 08 Civ. 6171; 2) 09 Civ. 4473; 3) 09 Civ. 5466. The Bond/Notes parties shall (1) submit a joint proposed discovery schedule no later than 5/2/2011; and (2) appear for a status conference on Friday, 5/13/2011, at 3:30 p.m. (Status Conference set for 5/13/2011 at 03:30 PM before Judge Richard J. Sullivan.) (Signed by Judge Richard J. Sullivan on 3/31/2011) (tro) Modified on 4/4/2011 (tro). (Entered: 04/01/2011)

03/31/2011

123 

CLERK'S JUDGMENT That for the reasons stated in the Court's Opinion and Order dated March 31, 2011, (1) The Wachovia Defendants' Motion to Dismiss the Equity Complaint is granted; (2) The Underwriter Defendants' Motion to Dismiss the Equity Complaint is granted; (3) The Wachovia Defendants' Motion to Dismiss the Stichting Complaint is granted; (4) The Wachovia Defendants' Motion to Dismiss the FC Holdings Complaint is granted; (5) The Wachovia Defendants' Motion to Dismiss the Bond/Notes Complaint is granted in part and denied in part; (6) The Underwriter Defendants' Motion to Dismiss the Bond/Notes Complaint is granted in part and denied in part; and (7) Defendant KPMG's Motion to Dismiss the Bond/Notes Complaint is denied; accordingly, the following cases are closed: (1) 08 Civ. 6171; (2) 09 Civ. 4473; and (3) 09 Civ. 5466. (Signed by Clerk of Court Ruby Krajick on 3/31/11) (Attachments: # 1 notice of right to appeal)(ml) (Entered: 04/01/2011)

04/12/2011

124 

ENDORSED LETTER addressed to Judge Richard J. Sullivan from Douglas H. Flaum dated 4/11/11 re: counsel for the Wachovia Defendants in the above-referenced action (the "Bond/Notes Action") writes that on behalf of all of the defendants in the Bond/Notes Action, and with the consent of plaintiffs' counsel, we respectfully request that: The time for the Wachovia Defendants and KPMG LLP to answer the Amended Consolidated Class Action Complaint (the "Amended Complaint") be extended to Friday, May 20, 2011; and The time for the Underwriter Defendants to answer the Amended Complaint be extended to Thursday, May 26, 2011. ENDORSEMENT: So Ordered. Wachovia Capital Markets, LLC answer due 5/20/2011; Wachovia Capital Trust IV answer due 5/20/2011; Wachovia Capital Trust IX answer due 5/20/2011; Wachovia Capital Trust X answer due 5/20/2011; Wachovia Corporation answer due 5/20/2011; Thomas J. Wurtz answer due 5/20/2011. (Signed by Judge Richard J. Sullivan on 4/11/11) (pl) (Entered: 04/12/2011)

04/12/2011

  

Set/Reset Deadlines: KPMG LLP answer due 5/20/2011. (pl) (Entered: 04/12/2011)

04/12/2011

  

Set/Reset Deadlines: BB&T Capital Markets, a division of Scott & Stringfellow, Inc. answer due 5/26/2011; John D. Baker, II answer due 5/26/2011; Banc of America Securites, LLC answer due 5/26/2011; Barclays Capital Inc. answer due 5/26/2011; Robert J. Brown answer due 5/26/2011; Peter C. Browning answer due 5/26/2011; Peter M. Carlson answer due 5/26/2011; John T. Casteen, III answer due 5/26/2011; Citigroup Global Markets Inc. answer due 5/26/2011; Credit Suisse Securities (USA) LLC answer due 5/26/2011; Deutsche Bank Securities Inc. answer due 5/26/2011; Jerome A. Gitt answer due 5/26/2011; Goldman, Sachs & Co. answer due 5/26/2011; William H. Goodwin, Jr answer due 5/26/2011; Guzman & Company answer due 5/26/2011; Maryellen C. Herringer answer due 5/26/2011; Robert A. Ingram answer due 5/26/2011; Jackson Securities, LLC answer due 5/26/2011; Donald M. James answer due 5/26/2011; Ross E. Jeffries, Jr answer due 5/26/2011; David M. Julian answer due 5/26/2011; Loop Capital Markets LLC answer due 5/26/2011; M.R. Beal & Company answer due 5/26/2011; Mackey J. Mcdonald answer due 5/26/2011; Merrill Lynch answer due 5/26/2011; Morgan Stanley & Co. Incorporated answer due 5/26/2011; Muriel Siebert & Co, Inc. answer due 5/26/2011; Joseph Neubauer answer due 5/26/2011; Pierce Fenner & Smith Incorporated answer due 5/26/2011; Timothy D. Proctor answer due 5/26/2011; Ernest S. Rady answer due 5/26/2011; Van L. Richey answer due 5/26/2011; Samuel A. Ramirez & Company, Inc. answer due 5/26/2011; Sandler O'Neill & Partners, L.P. answer due 5/26/2011; Ruth G. Shaw answer due 5/26/2011; Lanty L. Smith answer due 5/26/2011; The Williams Capital Group, L.P. answer due 5/26/2011; G. Kennedy Thompson answer due 5/26/2011; Mark C. Treanor answer due 5/26/2011; Donald K. Truslow answer due 5/26/2011; UBS Securities LLC answer due 5/26/2011; Wells Fargo & Company, as successor-in-interest to Wachovia Corporation answer due 5/26/2011; Wells Fargo Securities, LLC answer due 5/26/2011; John C. Whitaker, Jr answer due 5/26/2011; Thomas J. Wurtz answer due 5/26/2011; Dona Davis Young answer due 5/26/2011. (pl) (Entered: 04/12/2011)

04/14/2011

125 

MOTION for Reconsideration re; 122 Memorandum & Opinion, Set Hearings,,,,,,,,,,,,,,,,,,,,,,. Document filed by KPMG LLP.(Flood, Emmet) (Entered: 04/14/2011)

04/14/2011

126 

MEMORANDUM OF LAW in Support re: 125 MOTION for Reconsideration re; 122 Memorandum & Opinion, Set Hearings,,,,,,,,,,,,,,,,,,,,,,.. Document filed by KPMG LLP. (Flood, Emmet) (Entered: 04/14/2011)

04/14/2011

127 

DECLARATION of Emmet T. Flood in Support re: 125 MOTION for Reconsideration re; 122 Memorandum & Opinion, Set Hearings,,,,,,,,,,,,,,,,,,,,,,.. Document filed by KPMG LLP. (Attachments: # 1 Exhibit A, # 2 Exhibit B, # 3 Exhibit C, # 4 Exhibit D, # 5 Exhibit E)(Flood, Emmet) (Entered: 04/14/2011)

04/19/2011

128 

ENDORSED LETTER addressed to Judge Richard J. Sullivan from William C. Fredericks dated 4/15/11 re: Co-Lead Counsel for plaintiffs writes that Defendant KPMG has therefore agreed to Plaintiffs' request to enter into the attached Stipulation and [Proposed] Order, which provides that (a) Plaintiffs' response to both the Motion and the Letter shall be due May 2, 2011, and (b) any reply by KPMG in support of its Motion or Letter shall be due May 9, 2011. ENDORSEMENT: The request is hereby granted. In light of the requested adjournments, it is further ordered that (1) the deadline to submit the joint discovery letter is adjourned to May 20, 2011; and (2) the conference previously scheduled for May 13, 2011 is adjourned to June 3, 2011, at 9:45 a.m. ( Status Conference set for 6/3/2011 at 09:45 AM before Judge Richard J. Sullivan.) (Signed by Judge Richard J. Sullivan on 4/18/11) (pl) Modified on 4/19/2011 (pl). Modified on 4/19/2011 (pl). (Entered: 04/19/2011)

05/04/2011

129 

STIPULATION AND PROTECTIVE ORDER...regarding procedures to be followed that shall govern the handling of confidential material... (Signed by Judge Richard J. Sullivan on 5/4/2011) (lnl) (Entered: 05/05/2011)

05/06/2011

130 

ORDER, that (1) the deadline for Plaintiffs to respond to Defendant KPMG's motion for reconsideration and pre-motion letter requesting permission to tile a motion for interlocutory appeal is adjourned to June 16, 2011; (2) the deadline for Defendant KPMG to reply is adjourned to June 23, 2011; (3) the deadline for all parties to submit a joint proposed discovery schedule is adjourned to July 7, 2011; and (4) the status conference previously scheduled for June 3, 2011 is adjourned to July 18, 2011 at 4:30 p.m. SO ORDERED. (Responses due by 6/6/2011. Replies due by 6/23/2011. Status Conference set for 7/18/2011 at 04:30 PM before Judge Richard J. Sullivan.) (Signed by Judge Richard J. Sullivan on 5/5/2011) (lnl) (Entered: 05/06/2011)

05/16/2011

131 

STIPULATION AND ORDER, that the deadline for each defendant to file its Answer to the Bond/Notes Complaint is hereby extended to July 7, 2011. SO ORDERED. All Defendants Answer due by 7/7/2011. (Signed by Judge Richard J. Sullivan on 5/13/2011) (lnl) (Entered: 05/16/2011)

06/29/2011

132 

ORDER: IT IS HEREBY ORDERED THAT the status conference previously scheduled for July 18, 2011 is adjourned to August 12, 2011 at 2:00p.m. (Signed by Judge Richard J. Sullivan on 6/28/2011) (jfe) (Entered: 06/29/2011)

07/05/2011

133 

STIPULATION AND ORDER: IT IS HEREBY ORDERED that the deadline for the parties to submit a joint proposed discovery schedule is hereby extended to August 16, 2011; and that the deadline for each defendant to file its Answer to the Bond/Notes Complaint is hereby extended to August 16, 2011. (Signed by Judge Richard J. Sullivan on 7/5/2011) (jfe) (Entered: 07/06/2011)

07/07/2011

134 

SUPPLEMENTAL STIPULATION AND PROTECTIVE ORDER... regarding procedures to be followed that shall govern the handling of confidential material... (Signed by Judge Richard J. Sullivan on 7/6/11) (rjm) (Entered: 07/07/2011)

07/21/2011

135 

PROTECTIVE ORDER...regarding procedures to be followed that shall govern the handling of confidential material... (Signed by Judge Richard J. Sullivan on 7/21/2011) (ab) (Entered: 07/21/2011)

08/05/2011

136 

MOTION to Approve Preliminary Approval of Settlement (LEAD BOND/NOTES PLAINTIFFS NOTICE OF MOTION FOR (I) PRELIMINARY APPROVAL OF SETTLEMENTS WITH WACHOVIA DEFENDANTS AND KPMG LLP, (II) CERTIFICATION OF THE SETTLEMENT CLASS FOR PURPOSES OF THE SETTLEMENTS AND (III) APPROVAL OF NOTICE TO THE SETTLEMENT CLASS). Document filed by Louisiana Sheriff's Pension and Relief Fund, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2)(Fredericks, William) (Entered: 08/05/2011)

08/05/2011

137 

MEMORANDUM OF LAW in Support OF MOTION FOR (I) PRELIMINARY APPROVAL OF SETTLEMENTS WITH WACHOVIA DEFENDANTS AND KPMG LLP, (II) CERTIFICATION OF THE SETTLEMENT CLASS FOR PURPOSES OF THE SETTLEMENTS AND (III) APPROVAL OF NOTICE TO THE SETTLEMENT CLASS. Document filed by Louisiana Sheriff's Pension and Relief Fund, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority. (Fredericks, William) (Entered: 08/05/2011)

08/08/2011

138 

ORDER: The status conference previously scheduled for August 12, 2011 is adjourned without date. (Signed by Judge Richard J. Sullivan on 8/8/2011) (laq) (Entered: 08/08/2011)

08/09/2011

139 

ORDER granting 136 Motion to Approve Proposed Settlements and Providing for Notice. The Court hereby preliminarily approves both the Wachovia Settlement adn the KPMG Settlement, as further set forth in this document. The Court will hold a settlement hearing on 11/14/11 at 4:00 pm, in courtroom 21C. (Signed by Judge Richard J. Sullivan on 8/9/11) (cd) (Entered: 08/09/2011)

08/09/2011

  

Set/Reset Hearings: Settlement Conference set for 11/14/2011 at 04:00 PM in Courtroom 21C, 500 Pearl Street, New York, NY 10007 before Judge Richard J. Sullivan. (cd) (Entered: 08/09/2011)

08/10/2011

140 

ORDER: Accordingly, IT IS HEREBY ORDERED THAT the parties in the Bond/Notes and Livonia actions shall submit a joint letter no later than August 19, 2011,advising the Court as to the posture of the Livonia action following preliminary approval of the Bond/Notes settlement. (Signed by Judge Richard J. Sullivan on 8/9/11) (js) (Entered: 08/10/2011)

08/17/2011

141 

ORDER: The Livonia action will terminate if and when final judgment occurs in the Bond/Notes action. (Signed by Judge Richard J. Sullivan on 8/17/2011) (ab) (Entered: 08/18/2011)

08/22/2011

142 

MOTION for Keith F Park to Appear Pro Hac Vice. Document filed by City of Livonia Employees' Retirement System, Hawaii Sheet Metal Workers Pension Fund, Iron Workers Locals 40, 361,417, Union Security Funds, Arlette Miller, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority, Michael Swiskay.(wb) (Entered: 08/22/2011)

08/25/2011

  

CASHIERS OFFICE REMARK on 142 Motion to Appear Pro Hac Vice, in the amount of $200.00, paid on 08/22/2011, Receipt Number 1014665. (jd) (Entered: 08/25/2011)

08/25/2011

143 

ORDER FOR ADMISSION PRO HAC VICE granting (142) Motion for Keith F. Park to Appear Pro Hac Vice in case 1:09-cv-06351-RJS. It is hereby Ordered that Keith F. Park of Robbins Geller Rudman & Dowd LLP is hereby admitted to practice pro hac vice as counsel for the plaintiffs. (Signed by Judge Richard J. Sullivan on 8/24/2011) Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(mro) (Entered: 08/26/2011)

10/10/2011

144 

MOTION to Approve Class Action Settlements and Plan of Allocation. Document filed by Louisiana Sheriff's Pension and Relief Fund, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority.(Fredericks, William) (Entered: 10/10/2011)

10/10/2011

145 

MEMORANDUM OF LAW in Support re: 144 MOTION to Approve Class Action Settlements and Plan of Allocation.. Document filed by Louisiana Sheriff's Pension and Relief Fund, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority. (Fredericks, William) (Entered: 10/10/2011)

10/10/2011

146 

MOTION for Attorney Fees and Reimbursement of Expenses. Document filed by Louisiana Sheriff's Pension and Relief Fund, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority.(Fredericks, William) (Entered: 10/10/2011)

10/10/2011

147 

MEMORANDUM OF LAW in Support re: 146 MOTION for Attorney Fees and Reimbursement of Expenses.. Document filed by Louisiana Sheriff's Pension and Relief Fund, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority. (Fredericks, William) (Entered: 10/10/2011)

10/10/2011

148 

DECLARATION of William C. Fredericks, John J. Rice, and David Kessler in Support re: 146 MOTION for Attorney Fees and Reimbursement of Expenses., 144 MOTION to Approve Class Action Settlements and Plan of Allocation.. Document filed by Louisiana Sheriff's Pension and Relief Fund, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3, # 4 Exhibit 4, # 5 Exhibit 5, # 6 Exhibit 6, # 7 Exhibit 6A, # 8 Exhibit 6B, # 9 Exhibit 6C, # 10 Exhibit 6D, # 11 Exhibit 6E, # 12 Exhibit 6F)(Fredericks, William) (Entered: 10/10/2011)

10/26/2011

149 

Objection To the Wachovia Settlement, filed by Joshua Holden. (cd) (Entered: 10/28/2011)

11/07/2011

150 

NOTICE of UNDERWRITER DEFENDANTS STATEMENT OF NON-OPPOSITION TO LEAD BOND PLAINTIFFS MOTION FOR FINAL APPROVAL OF CLASS ACTION SETTLEMENT AND PLAN OF ALLOCATION AND LEAD BOND COUNSELS MOTION FOR AN AWARD OF ATTORNEYS FEES AND REIMBURSEMENT OF EXPENSES re: 146 MOTION for Attorney Fees and Reimbursement of Expenses.. Document filed by BB&T Capital Markets, a division of Scott & Stringfellow, Inc., Banc of America Securites, LLC, Barclays Capital Inc., Citigroup Global Markets Inc., Credit Suisse Securities (USA) LLC, Deutsche Bank Securities Inc., Goldman, Sachs & Co., Guzman & Company, Jackson Securities, LLC, Loop Capital Markets LLC, M.R. Beal & Company, Merrill Lynch, Morgan Stanley & Co. Incorporated, Muriel Siebert & Co, Inc., Pierce Fenner & Smith Incorporated, Samuel A. Ramirez & Company, Inc., Sandler O'Neill & Partners, L.P., The Williams Capital Group, L.P., UBS Securities LLC. (Pietrzak, Alfred) (Entered: 11/07/2011)

11/07/2011

151 

RESPONSE re: 149 Objection (non-motion) (Wachovia Defendants' Response to Henry Joshua Holden's Objection to the Bond/Notes Settlement). Document filed by John D. Baker, II, Robert J. Brown, Peter C. Browning, Peter M. Carlson, John T. Casteen, III, Jerome A. Gitt, William H. Goodwin, Jr, Maryellen C. Herringer, Robert A. Ingram, Donald M. James, Ross E. Jeffries, Jr, David M. Julian, Mackey J. Mcdonald, Joseph Neubauer, Timothy D. Proctor, Ernest S. Rady, Van L. Richey, Ruth G. Shaw, Lanty L. Smith, G. Kennedy Thompson, Mark C. Treanor, Donald K. Truslow, Wachovia Capital Markets, LLC, Wachovia Capital Trust IV, Wachovia Capital Trust IX, Wachovia Capital Trust X, Wachovia Corporation, Wells Fargo & Company, as successor-in-interest to Wachovia Corporation, Wells Fargo Securities, LLC, John C. Whitaker, Jr, Thomas J. Wurtz, Dona Davis Young. (Attachments: # 1 Certificate of Service)(Flaum, Douglas) (Entered: 11/07/2011)

11/07/2011

152 

REPLY MEMORANDUM OF LAW in Support re: 144 MOTION to Approve Class Action Settlements and Plan of Allocation., 146 MOTION for Attorney Fees and Reimbursement of Expenses.. Document filed by Louisiana Sheriff's Pension and Relief Fund, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority. (Fredericks, William) (Entered: 11/07/2011)

11/07/2011

153 

DECLARATION of Chad Johnson in Support re: 146 MOTION for Attorney Fees and Reimbursement of Expenses., 144 MOTION to Approve Class Action Settlements and Plan of Allocation.. Document filed by Louisiana Sheriff's Pension and Relief Fund, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority. (Attachments: # 1 Exhibit A, # 2 Exhibit B, # 3 Exhibit C, # 4 Exhibit D, # 5 Exhibit E, # 6 Exhibit F, # 7 Exhibit G, # 8 Exhibit H)(Fredericks, William) (Entered: 11/07/2011)

11/07/2011

154 

DECLARATION of John C. Coffee, Jr. in Support re: 146 MOTION for Attorney Fees and Reimbursement of Expenses.. Document filed by Louisiana Sheriff's Pension and Relief Fund, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority. (Fredericks, William) (Entered: 11/07/2011)

11/07/2011

155 

AFFIDAVIT of Stephen J. Cirami in Support re: 144 MOTION to Approve Class Action Settlements and Plan of Allocation., 146 MOTION for Attorney Fees and Reimbursement of Expenses.. Document filed by Louisiana Sheriff's Pension and Relief Fund, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority. (Fredericks, William) (Entered: 11/07/2011)

11/07/2011

156 

CERTIFICATE OF SERVICE. Document filed by Louisiana Sheriff's Pension and Relief Fund, Orange County Employees' Retirement System, Southeastern Pennsylvania Transportation Authority. (Fredericks, William) (Entered: 11/07/2011)

11/09/2011

157 

NOTICE of Withdrawal of Ojection to Settlement. Document filed by Joshua Holden Henry. Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(Greene, Leland) (Entered: 11/09/2011)

11/14/2011

  

Minute Entry for proceedings held before Judge Richard J. Sullivan: Fairness Hearing held on 11/14/2011. (rjm) (Entered: 11/17/2011)

12/15/2011

158 

TRANSCRIPT of Proceedings re: Conference held on 11/14/2011 before Judge Richard J. Sullivan. Court Reporter/Transcriber: Khristine Sellin, (212) 805-0300. Transcript may be viewed at the court public terminal or purchased through the Court Reporter/Transcriber before the deadline for Release of Transcript Restriction. After that date it may be obtained through PACER. Redaction Request due 1/9/2012. Redacted Transcript Deadline set for 1/20/2012. Release of Transcript Restriction set for 3/19/2012.Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(McGuirk, Kelly) (Entered: 12/15/2011)

12/15/2011

159 

NOTICE OF FILING OF OFFICIAL TRANSCRIPT Notice is hereby given that an official transcript of a Conference proceeding held on 11/14/11 has been filed by the court reporter/transcriber in the above-captioned matter. The parties have seven (7) calendar days to file with the court a Notice of Intent to Request Redaction of this transcript. If no such Notice is filed, the transcript may be made remotely electronically available to the public without redaction after 90 calendar days...Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(McGuirk, Kelly) (Entered: 12/15/2011)

01/03/2012

160 

ORDER APPROVING PLAN OF ALLOCATION OF NET SETTLEMENT FUND. IT IS HEREBY ORDERED that this Order incorporates by reference the definitions in the Stipulation and Agreements of Settlement dated August 5, 2011 (Dkt. No. 136-1) (the "Stipulation") and all terms not otherwise defined herein shall have the same meanings as set forth in the Stipulation, and as further set forth. Granting 144 Motion to Approve. (Signed by Judge Richard J. Sullivan on 12/30/2011) (rjm) (Entered: 01/03/2012)

01/03/2012

161 

ORDER A WARDING LEAD COUNSEL ATTORNEYS' FEES AND LITIGATION EXPENSES. IT IS HEREBY ORDERED THAT this Order incorporates by reference the definitions in the Stipulation and Agreements of Settlement dated August 5, 2011 (Doc. No. 136-1) (the "Stipulation"). All terms not otherwise defined herein shall have the same meanings as set forth in the Stipulation. The Court has jurisdiction to enter this Order. Likewise, the Court has jurisdiction over the subject matter of the Action and all Parties to the Action, including all Settlement Class Members, and as further set forth. Granting 146 Motion for Attorney Fees. (Signed by Judge Richard J. Sullivan on 12/30/2011) (rjm) (Entered: 01/03/2012)

01/03/2012

162 

FINAL JUDGMENT approving class action settlements as against the Released Defendants. (Signed by Judge Richard J. Sullivan on 12/30/11) (Attachments: # 1 NOTICE OF RIGHT TO APPEAL)Filed In Associated Cases: 1:09-cv-06351-RJS, 1:09-cv-06374-RJS, 1:09-cv-06457-RJS(ml) (Entered: 01/03/2012)

01/04/2012

163 

ORDER denying as moot 125 Motion for Reconsideration. On 12/30/2011, the Court issued Orders approving the Settlements in this case, approving the plan of allocation, and awarding attorneys' fees to Lead Bond/Notes Counsel. Accordingly, IT IS HEREBY ORDERED THAT Defendant KPMG LLP's motion for reconsideration, filed on 3/14/2011, is denied as moot. The Clerk of the Court is respectfully directed to terminate the motion located at Doc. No. 125 and close this case. (Signed by Judge Richard J. Sullivan on 1/3/2012) (ft) (Entered: 01/04/2012)

 

Note: Links in this docket are stored in the PACER system (Public Access to Court Electronic Records). PACER is a service of United States Judiciary. To view and retrieve the linked documents from PACER, you must be a registered user. To register, fill out one of the registration forms available on the PACER site. The United States Congress has given the Judicial Conference of the United States, the judicial governing body of the U.S. Federal Courts, authority to impose user fees for electronic access to case information. For more information visit the PACER site at http://pacer.psc.uscourts.gov/pacerdesc.html