US District Court Civil Docket as of September 30, 2009

Retrieved from the court on October 1, 2009

U.S. District Court
United States District Court for the Southern District of New York (Foley Square)
CIVIL DOCKET FOR CASE #: 1:09-cv-03161-LAK


Fait et al v. Regions Financial Corporation et al
Assigned to: Judge Lewis A. Kaplan
Member case: (View Member Case)

Related Case: 

1:09-cv-03976-LAK

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


Date Filed: 04/01/2009
Jury Demand: Plaintiff
Nature of Suit: 850 Securities/Commodities
Jurisdiction: Federal Question

 

Plaintiff

 

Alfred Fait
Individually

represented by

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

Andrew J. Brown
Robbins Geller Rudman & Dowd LLP (San Diego)
655 West Broadway
Suite 1900
San Diego , CA 92101
(619) 213 1058
Fax: 619 231 7423
Email: andrewb@rgrdlaw.com
PRO HAC VICE
ATTORNEY TO BE NOTICED

Darren J. Robbins
Coughlin Stoia Geller Rudman & Robbins LLP
655 West Broadway, Suite 1900
San Diego , CA 92101
(619)231-1058
Fax: (619)231-7423
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 I. Niehaus
Robbins Geller Rudman & Dowd LLP (San Diego)
655 West Broadway
Suite 1900
San Diego , CA 92101
(619) 231-1058
Fax: (619) 231-7423
Email: ericn@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

Matthew Montgomery
Robbins Geller Rudman & Dowd LLP (SANDIEGO)
655 West Broadway
Suite 1900
San Diego , CA 92101
(619)-231-1058
Fax: (619)-231-7423
Email: mattm@csgrr.com
ATTORNEY TO BE NOTICED

Plaintiff

Alfred Fait
on behalf of all others similarly situated

represented by

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

Andrew J. Brown
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

Darren J. Robbins
(See above for address)
ATTORNEY TO BE NOTICED

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

Eric I. Niehaus
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

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

Matthew Montgomery
(See above for address)
ATTORNEY TO BE NOTICED

Plaintiff

Howard M. Rensin
Trustee for the Howard M. Rensin IRA

represented by

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

Andrew J. Brown
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

Darren J. Robbins
(See above for address)
ATTORNEY TO BE NOTICED

Eric I. Niehaus
(See above for address)
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@csgrr.com
ATTORNEY TO BE NOTICED

Matthew Montgomery
(See above for address)
ATTORNEY TO BE NOTICED

Samuel Howard Rudman
(See above for address)
ATTORNEY TO BE NOTICED


V.

Defendant

Regions Financial Corporation

represented by

David Bruce Tulchin
Sullivan and Cromwell, LLP(NYC)
125 Broad Street
New York , NY 10004
212-558-4000
Fax: 212-558-3588
Email: tulchind@sullcrom.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Claire Elizabeth Hunter
Sullivan and Cromwell, LLP(NYC)
125 Broad Street
New York , NY 10004
212 558-7440
Fax: 212 558 4709
Email: hunterc@sullcrom.com
TERMINATED: 03/02/2010

William J. Snipes
Sullivan & Cromwell, LLP(NYC)
125 Broad Street
Suite 2516
New York , NY 10004
(212) 558-4000
Fax: (212)-558-3588
Email: snipesw@sullcrom.com
ATTORNEY TO BE NOTICED

Defendant

Regions Financing Trust III

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

C. Dowd Ritter

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Samuel W. Bartholomew, Jr.

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

George W. Bryan

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

David J. Cooper

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Earnest W. Deavenport

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Don DeFosset

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

James R. Malone

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Susan W. Matlock

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Charles D. McCrary

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Claude B. Nielsen

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Jorge M. Perez

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Lee J. Styslinger, III

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Spence L. Wilson

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

John R. Roberts

represented by

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

Claire Elizabeth Hunter
(See above for address)
TERMINATED: 03/02/2010

William J. Snipes
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

UBS Securities LLC
TERMINATED: 05/11/2010

represented by

Bradley Jay Butwin
O'Melveny & Myers, LLP(NYC)
7 Times Square
New York , NY 10036
212-408-2424
Fax: 212-000-0000
Email: bbutwin@omm.com
TERMINATED: 07/27/2009

Douglas W. Henkin
Milbank, Tweed, Hadley & McCloy LLP
One Chase Manhattan Plaza
New York , NY 10005
(212) 530-5000
Fax: (212) 530-5219
Email: dhenkin@milbank.com

Jonathan Rosenberg
O'Melveny & Myers LLP
7 Times Square
New York , NY 10036
212-326-2000
Fax: 212-326-2061
Email: jrosenberg@omm.com
TERMINATED: 07/27/2009

Mark Scott Germann
O'Melveny & Myers LLP
7 Times Square
New York , NY 10036
2123262228
Fax: 2123262061
Email: mgermann@omm.com
TERMINATED: 07/27/2009

Scott Alexander Edelman
Milbank, Tweed, Hadley & McCloy LLP (NYC)
1 Chase Manhattan Plaza
New York , NY 10005
(212)530-5000
Fax: (212)530-5219
Email: sedelman@milbank.com

William Joseph Sushon
O'Melveny & Myers, LLP(NYC)
7 Times Square
New York , NY 10036
212 728-5693
Fax: 212 218 9693
Email: wsushon@omm.com
TERMINATED: 07/27/2009

Defendant

Citigroup Global Markets, Inc.
TERMINATED: 05/11/2010

represented by

Bradley Jay Butwin
(See above for address)
TERMINATED: 07/27/2009

Douglas W. Henkin
(See above for address)

Jonathan Rosenberg
(See above for address)
TERMINATED: 07/27/2009

Mark Scott Germann
(See above for address)
TERMINATED: 07/27/2009

Scott Alexander Edelman
(See above for address)

William Joseph Sushon
(See above for address)
TERMINATED: 07/27/2009

Defendant

Merrill Lynch, Pierce, Fenner & Smith Incorporated
TERMINATED: 05/11/2010

represented by

Bradley Jay Butwin
(See above for address)
TERMINATED: 07/27/2009

Douglas W. Henkin
(See above for address)

Jonathan Rosenberg
(See above for address)
TERMINATED: 07/27/2009

Mark Scott Germann
(See above for address)
TERMINATED: 07/27/2009

Scott Alexander Edelman
(See above for address)

William Joseph Sushon
(See above for address)
TERMINATED: 07/27/2009

Defendant

Wachovia Capital Markets, LLC
TERMINATED: 05/11/2010

represented by

Bradley Jay Butwin
(See above for address)
TERMINATED: 07/27/2009

Douglas W. Henkin
(See above for address)

Jonathan Rosenberg
(See above for address)
TERMINATED: 07/27/2009

Mark Scott Germann
(See above for address)
TERMINATED: 07/27/2009

Scott Alexander Edelman
(See above for address)

William Joseph Sushon
(See above for address)
TERMINATED: 07/27/2009

Defendant

Morgan Stanley & Co. Incorporated
TERMINATED: 05/11/2010

represented by

Bradley Jay Butwin
(See above for address)
TERMINATED: 07/27/2009

Douglas W. Henkin
(See above for address)

Jonathan Rosenberg
(See above for address)
TERMINATED: 07/27/2009

Mark Scott Germann
(See above for address)
TERMINATED: 07/27/2009

Scott Alexander Edelman
(See above for address)

William Joseph Sushon
(See above for address)
TERMINATED: 07/27/2009

Defendant

Morgan Keagan & Company, Inc.
TERMINATED: 11/02/2009

represented by

Bradley Jay Butwin
(See above for address)
TERMINATED: 07/27/2009

Douglas W. Henkin
(See above for address)

Jonathan Rosenberg
(See above for address)
TERMINATED: 07/27/2009

Mark Scott Germann
(See above for address)
TERMINATED: 07/27/2009

Scott Alexander Edelman
(See above for address)

William Joseph Sushon
(See above for address)
TERMINATED: 07/27/2009

Defendant

Ernst & Young LLP

represented by

Justin Bishop Grewell
Mayer Brown LLP (Chicago)
71 South Wacker Drive
Chicago , IL 60606
(312)-701-8608
Fax: (312)-701-7711
Email: jgrewell@mayerbrown.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Mauricio Alejandro Espana
Mayer Brown LLP
1675 Broadway
New York , NY 10019
(212)-506-2508
Fax: (212)-262-1910
Email: mespana@mayerbrown.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Stanley J. Parzen
Mayer Brown LLP (Chicago)
71 South Wacker Drive
Chicago , IL 60606
(312)-701-7326
Fax: (312)-706-8668
Email: sparzen@mayerbrown.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

John Joseph Tharp , Jr
Mayer Brown LLP (Chicago)
71 South Wacker Drive
Chicago , IL 60606
(312)-701-7146
Fax: (312)-706-8603
Email: jtharp@mayerbrown.com
ATTORNEY TO BE NOTICED

Movant

Trustee Howard M. Rensin
TERMINATED: 11/02/2009

represented by

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

 

Date Filed

#

Docket Text

04/01/2009

1 

COMPLAINT against Regions Financial Corporation, Regions Financing Trust III, C. Dowd Ritter, Samuel W. Bartholomew, Jr, George W. Bryan, David J. Cooper, Earnest W. Deavenport, Don DeFosset, James R. Malone, Susan W. Matlock, Charles D. McCrary, Claude B. Nielsen, Jorge M. Perez, Lee J. Styslinger, III, Spence L. Wilson, John R. Roberts, UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc., Ernst & Young LLP. (Filing Fee $ 350.00, Receipt Number 683116)Document filed by Alfred Fait(Individually), Alfred Fait(on behalf of all others similarly situated).(ama) (ama). (Entered: 04/06/2009)

04/01/2009

 

SUMMONS ISSUED as to Regions Financial Corporation, Regions Financing Trust III, C. Dowd Ritter, Samuel W. Bartholomew, Jr, George W. Bryan, David J. Cooper, Earnest W. Deavenport, Don DeFosset, James R. Malone, Susan W. Matlock, Charles D. McCrary, Claude B. Nielsen, Jorge M. Perez, Lee J. Styslinger, III, Spence L. Wilson, John R. Roberts, UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc., Ernst & Young LLP. (ama) (Entered: 04/06/2009)

04/01/2009

 

Magistrate Judge Frank Maas is so designated. (ama) (Entered: 04/06/2009)

04/01/2009

 

Case Designated ECF. (ama) (Entered: 04/06/2009)

04/09/2009

2 

NOTICE OF CASE REASSIGNMENT due to a Judge's Recusal to Judge Lewis A. Kaplan. Judge Richard M. Berman is no longer assigned to the case. (rdz) (Entered: 04/13/2009)

04/27/2009

3 

ORDER FOR INITIAL PRETRIAL CONFERENCE: Initial Conference set for 5/29/2009 at 10:00 AM in Courtroom 12D, 500 Pearl Street, New York, NY 10007 before Judge Lewis A. Kaplan. (Signed by Judge Lewis A. Kaplan on 4/27/09) (db) (Entered: 04/27/2009)

04/28/2009

4 

STIPULATION AND ORDER: The time for plaintiff, or the individual or entity appointed lead plaintiff in accordance with 15 U.S.C. section 78u-4(a)(3), to file any consolidated amended complaint in this action is extended through and including sixty (60) days after entry of the order appointing lead plaintiff and approving of selection of lead counsel. The time for defendants to answer, move or otherwise respond to a consolidated amended complaint is extended through and including sixty (60) days after the service and filing of a consolidated amended complaint by lead plaintiff in this action. (Signed by Judge Lewis A. Kaplan on 4/28/2009) (rw) (Entered: 04/28/2009)

05/05/2009

5 

NOTICE OF APPEARANCE by Bradley Jay Butwin on behalf of UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc. (Butwin, Bradley) (Entered: 05/05/2009)

05/05/2009

6 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Document filed by UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc..(Butwin, Bradley) (Entered: 05/05/2009)

05/05/2009

7 

NOTICE OF APPEARANCE by William Joseph Sushon on behalf of UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc. (Sushon, William) (Entered: 05/05/2009)

05/05/2009

8 

NOTICE OF APPEARANCE by Mark Scott Germann on behalf of UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc. (Germann, Mark) (Entered: 05/05/2009)

05/05/2009

9 

NOTICE OF APPEARANCE by Jonathan Rosenberg on behalf of UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc. (Rosenberg, Jonathan) (Entered: 05/05/2009)

05/28/2009

10 

NOTICE of Substitution of Attorney. Old Attorney: Bradley J. Butwin, Jonathan Rosenberg, William J. Sushon, Mark S. Germann, New Attorney: Scott A. Edelman, Douglas W. Henkin, Address: Milbank, Tweed, Hadley & McCloy LLP, One Chase Manhattan Plaza, New York, New York, USA 10005, 212-530-5000. Document filed by UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc.. (Henkin, Douglas) (Entered: 05/28/2009)

05/28/2009

11 

DECLARATION of /Douglas W. Henkin in Support re: 10 Notice of Substitution of Attorney,,. Document filed by UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc.. (Henkin, Douglas) (Entered: 05/28/2009)

05/29/2009

12 

NOTICE OF APPEARANCE by Claire Elizabeth Hunter on behalf of Regions Financial Corporation, Regions Financing Trust III, C. Dowd Ritter, Samuel W. Bartholomew, Jr, George W. Bryan, David J. Cooper, Earnest W. Deavenport, Don DeFosset, James R. Malone, Susan W. Matlock, Charles D. McCrary, Claude B. Nielsen, Jorge M. Perez, Lee J. Styslinger, III, Spence L. Wilson, John R. Roberts (Hunter, Claire) (Entered: 05/29/2009)

05/29/2009

13 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. No Corporate Parent. Document filed by Regions Financial Corporation.(Hunter, Claire) (Entered: 05/29/2009)

05/29/2009

14 

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Regions Financial Corporation as Corporate Parent. Document filed by Regions Financing Trust III.(Hunter, Claire) (Entered: 05/29/2009)

05/29/2009

15 

NOTICE OF APPEARANCE by William J. Snipes on behalf of Regions Financial Corporation, Regions Financing Trust III, C. Dowd Ritter, Samuel W. Bartholomew, Jr, George W. Bryan, David J. Cooper, Earnest W. Deavenport, Don DeFosset, James R. Malone, Susan W. Matlock, Charles D. McCrary, Claude B. Nielsen, Jorge M. Perez, Lee J. Styslinger, III, Spence L. Wilson, John R. Roberts (Snipes, William) (Entered: 05/29/2009)

05/29/2009

 

Minute Entry for proceedings held before Judge Lewis A. Kaplan: Interim Pretrial Conference held on 5/29/2009. (ama) (Entered: 06/12/2009)

06/01/2009

16 

MOTION to Consolidate Cases 1:09-cv-03161, 1:09-cv-03976., MOTION to Appoint Howard M. Rensin, Trustee to serve as lead plaintiff(s)., MOTION to Appoint Counsel. Document filed by Howard M. Rensin. (Attachments: # 1 Text of Proposed Order)(Rosenfeld, David) (Entered: 06/01/2009)

06/01/2009

17 

MEMORANDUM OF LAW in Support re: 16 MOTION to Consolidate Cases 1:09-cv-03161, 1:09-cv-03976. MOTION to Appoint Howard M. Rensin, Trustee to serve as lead plaintiff(s). MOTION to Appoint Counsel. MOTION to Appoint Howard M. Rensin, Trustee to serve as lead plaintiff(s).. Document filed by Howard M. Rensin. (Rosenfeld, David) (Entered: 06/01/2009)

06/01/2009

18 

DECLARATION of David A. Rosenfeld in Support re: 16 MOTION to Consolidate Cases 1:09-cv-03161, 1:09-cv-03976. MOTION to Appoint Howard M. Rensin, Trustee to serve as lead plaintiff(s). MOTION to Appoint Counsel. MOTION to Appoint Howard M. Rensin, Trustee to serve as lead plaintiff(s).. Document filed by Howard M. Rensin. (Attachments: # 1 Exhibit A, # 2 Exhibit B, # 3 Exhibit C, # 4 Exhibit D)(Rosenfeld, David) (Entered: 06/01/2009)

06/09/2009

19 

NOTICE OF APPEARANCE by Douglas W. Henkin on behalf of UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc. (Henkin, Douglas) (Entered: 06/09/2009)

06/09/2009

20 

NOTICE OF APPEARANCE by Scott Alexander Edelman on behalf of UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc. (Edelman, Scott) (Entered: 06/09/2009)

06/15/2009

21 

NOTICE OF APPEARANCE by Mauricio Alejandro Espana on behalf of Ernst & Young LLP (Espana, Mauricio) (Entered: 06/15/2009)

06/17/2009

22 

NOTICE of Non-Opposition re: 16 MOTION to Consolidate Cases 1:09-cv-03161, 1:09-cv-03976. MOTION to Appoint Howard M. Rensin, Trustee to serve as lead plaintiff(s). MOTION to Appoint Counsel. MOTION to Appoint Howard M. Rensin, Trustee to serve as lead plaintiff(s).. Document filed by Howard M. Rensin. (Attachments: # 1 Text of Proposed Order)(Rosenfeld, David) (Entered: 06/17/2009)

06/29/2009

23 

ORDER granting (16) Motion to Consolidate Cases 09-3161 (as Lead Case) with 09-3976; granting (16) Motion to Appoint Trustee Howard M. Rensin as Lead Plaintiff(s); granting (16) Motion to Appoint Counsel in case 1:09-cv-03161-LAK. Plaintiff's motion to consolidate 09 Civ. 3976 with and into 09 Civ. 3161, to appoint a lead plaintiff and to appoint lead counsel is granted [09 Civ. 3161 docket item 16] in ail respects, save the it is denied as moot insofar as it seeks consolidation. SO ORDERED. (Signed by Judge Lewis A. Kaplan on 6/29/2009) Filed In Associated Cases: 1:09-cv-03161-LAK, 1:09-cv-03976-LAK(jmi) (Entered: 06/30/2009)

06/29/2009

24 

MOTION for Stanley J. Parzen, John J. Tharp Jr. and J. Bishop Grewell to Appear Pro Hac Vice. Document filed by Ernst & Young LLP.(dle) (Entered: 06/30/2009)

06/30/2009

25 

TRANSCRIPT of proceedings held on May 29, 2009 10:55 a.m. before Judge Lewis A. Kaplan. (bw) (Entered: 07/06/2009)

07/07/2009

26 

MEMO ENDORSEMENT on re: 24 Motion for Stanley J. Parzen, John J. Tharp Jr. and J. Bishop Grewell to Appear Pro Hac Vice. ENDORSEMENT: Granted. (Signed by Judge Lewis A. Kaplan on 7/6/2009) (jfe) (Entered: 07/07/2009)

07/07/2009

 

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. (jfe) (Entered: 07/07/2009)

07/07/2009

 

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. (jfe) (Entered: 07/07/2009)

07/08/2009

 

CASHIERS OFFICE REMARK on 24 Motion to Appear Pro Hac Vice in the amount of $75.00, paid on 06/29/2009, Receipt Number 692955. (jd) (Entered: 07/08/2009)

07/15/2009

27 

MOTION for Andrew J. Brown to Appear Pro Hac Vice. Document filed by Alfred Fait(Individually), Alfred Fait(on behalf of all others similarly situated).(mro) (Entered: 07/17/2009)

07/15/2009

28 

MOTION for Eric I. Niehaus to Appear Pro Hac Vice. Document filed by Alfred Fait(Individually), Alfred Fait(on behalf of all others similarly situated).(mro) (Entered: 07/17/2009)

07/15/2009

29 

MOTION for Lucas F. Olts to Appear Pro Hac Vice. Document filed by Alfred Fait(Individually), Alfred Fait(on behalf of all others similarly situated).(mro) (Entered: 07/17/2009)

07/21/2009

30 

MEMO ENDORSED granting 28 Motion for Eric I. Niehaus to Appear Pro Hac Vice for Alfred Fait (Individually), Alfred Fait (on behalf of all others similarly situated). (Signed by Judge Lewis A. Kaplan on 7/20/2009) (jmi) (Entered: 07/22/2009)

07/21/2009

31 

MEMO ENDORSED granting 29 Motion for Lucas F. Olts to Appear Pro Hac Vice for Alfred Fait (Individually), Alfred Fait (on behalf of all others similarly situated). (Signed by Judge Lewis A. Kaplan on 7/20/2009) (jmi) (Entered: 07/22/2009)

07/21/2009

32 

MEMO ENDORSED granting 27 Motion for Andrew J. Brown to Appear Pro Hac Vice for Alfred Fait (Individually), Alfred Fait (on behalf of all others similarly situated). (Signed by Judge Lewis A. Kaplan on 7/20/2009) (jmi) (Entered: 07/22/2009)

07/21/2009

 

Transmission to Attorney Admissions Clerk. Transmitted re: 30 Order on Motion to Appear Pro Hac Vice, 32 Order on Motion to Appear Pro Hac Vice, 31 Order on Motion to Appear Pro Hac Vice, to the Attorney Admissions Clerk for updating of Attorney Information. (jmi) (Entered: 07/22/2009)

07/24/2009

 

CASHIERS OFFICE REMARK on 27 Motion to Appear Pro Hac Vice, 29 Motion to Appear Pro Hac Vice, 28 Motion to Appear Pro Hac Vice in the amount of $75.00, paid on 07/16/2009, Receipt Number 694369. (jd) (Entered: 07/24/2009)

07/27/2009

33 

MEMO ENDORSEMENT re: NOTICE OF SUBSTITUTION OF COUNSEL: That the attorneys of record for Defendants UBS Securities LLC, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co., Incorporated, and Morgan Keegan & Company, Inc. have changed, and that Scott A. Edelman and Douglas W. Henkin of Milbank, Tweed, Hadley & McCloy LLP, One Chase Manhattan Plaza, New York, New York 10005, (212) 530-5000, are to be substituted as attorneys for such defendants in theplace of O'Melveny & Myers LLP. 0' Melveny & Myers LLP hereby withdraws from resenting Defendants VBS Securitics llC, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co., Incorporated, and Morgan Keegan & Company, Inc. in this action. The parties are requested to serve copies of all future.tiled papers on Milbank, Tweed, Hadley & McCloy LLP. ENDORSEMENT: SO ORDERED. Attorney Douglas W. Henkin for UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated and Morgan Keagan & Company, Inc. added. Attorney Jonathan Rosenberg; William Joseph Sushon; Bradley Jay Butwin and Mark Scott Germann terminated. (Signed by Judge Lewis A. Kaplan on 7/27/09) (db) (Entered: 07/27/2009)

08/28/2009

34 

FIRST AMENDED COMPLAINT amending 1 Complaint against Regions Financial Corporation, Regions Financing Trust III, C. Dowd Ritter, Howard M. Rensin, Samuel W. Bartholomew, Jr, George W. Bryan, David J. Cooper, Earnest W. Deavenport, Don DeFosset, James R. Malone, Susan W. Matlock, Charles D. McCrary, Claude B. Nielsen, Jorge M. Perez, Lee J. Styslinger, III, Spence L. Wilson, John R. Roberts, UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc., Ernst & Young LLP.Document filed by Alfred Fait(Individually), Alfred Fait(on behalf of all others similarly situated). Related document: 1 Complaint filed by Alfred Fait.(mbe) (ama). (Entered: 08/31/2009)

10/27/2009

35 

MOTION to Dismiss the First Amended Complaint. Document filed by Regions Financial Corporation, Regions Financing Trust III, C. Dowd Ritter, Samuel W. Bartholomew, Jr, George W. Bryan, David J. Cooper, Earnest W. Deavenport, Don DeFosset, James R. Malone, Susan W. Matlock, Charles D. McCrary, Claude B. Nielsen, Jorge M. Perez, Lee J. Styslinger, III, Spence L. Wilson, John R. Roberts.(Hunter, Claire) (Entered: 10/27/2009)

10/27/2009

36 

MEMORANDUM OF LAW in Support re: 35 MOTION to Dismiss the First Amended Complaint.. Document filed by Regions Financial Corporation, Regions Financing Trust III, C. Dowd Ritter, Samuel W. Bartholomew, Jr, George W. Bryan, David J. Cooper, Earnest W. Deavenport, Don DeFosset, James R. Malone, Susan W. Matlock, Charles D. McCrary, Claude B. Nielsen, Jorge M. Perez, Lee J. Styslinger, III, Spence L. Wilson, John R. Roberts. (Hunter, Claire) (Entered: 10/27/2009)

10/27/2009

37 

DECLARATION of Claire E. Hunter in Support re: 35 MOTION to Dismiss the First Amended Complaint.. Document filed by Regions Financial Corporation, Regions Financing Trust III, C. Dowd Ritter, Samuel W. Bartholomew, Jr, George W. Bryan, David J. Cooper, Earnest W. Deavenport, Don DeFosset, James R. Malone, Susan W. Matlock, Charles D. McCrary, Claude B. Nielsen, Jorge M. Perez, Lee J. Styslinger, III, Spence L. Wilson, John R. Roberts. (Attachments: # 1 Exhibit A-B, # 2 Exhibit C, # 3 Exhibit D, # 4 Exhibit E-G, # 5 Exhibit H-J, # 6 Exhibit K-S, # 7 Exhibit T-Z, # 8 Exhibit AA-GG)(Hunter, Claire) (Entered: 10/27/2009)

10/27/2009

38 

AFFIDAVIT OF SERVICE. Document filed by Regions Financial Corporation, Regions Financing Trust III, C. Dowd Ritter, Samuel W. Bartholomew, Jr, George W. Bryan, David J. Cooper, Earnest W. Deavenport, Don DeFosset, James R. Malone, Susan W. Matlock, Charles D. McCrary, Claude B. Nielsen, Jorge M. Perez, Lee J. Styslinger, III, Spence L. Wilson, John R. Roberts. (Hunter, Claire) (Entered: 10/27/2009)

10/27/2009

39 

MOTION to Dismiss. Document filed by Ernst & Young LLP.(Parzen, Stanley) (Entered: 10/27/2009)

10/27/2009

40 

MEMORANDUM OF LAW in Support re: 39 MOTION to Dismiss.. Document filed by Ernst & Young LLP. (Parzen, Stanley) (Entered: 10/27/2009)

10/27/2009

41 

DECLARATION of J. Bishop Grewell in Support re: 39 MOTION to Dismiss.. Document filed by Ernst & Young LLP. (Attachments: # 1 Exhibit 1 Part 1, # 2 Exhibit 1 Part 2, # 3 Exhibit 2, # 4 Exhibit 3 Part 1, # 5 Exhibit 3 Part 2, # 6 Exhibit 4)(Parzen, Stanley) (Entered: 10/27/2009)

10/27/2009

42 

JOINDER to join re: 36 Memorandum of Law in Support of Motion, 35 MOTION to Dismiss the First Amended Complaint. Joinder of the Underwriter Defendants to the Regions Parties' Motion to Dismiss the First Amended Complaint and the Memorandum in Support Thereof. Document filed by UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc..(Henkin, Douglas) (Entered: 10/27/2009)

10/27/2009

43 

CERTIFICATE OF SERVICE. Document filed by UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc.. (Henkin, Douglas) (Entered: 10/27/2009)

11/02/2009

44 

CORRECTED 1RST AMENDED COMPLAINT amending 34 Amended Complaint, against Regions Financial Corporation, Regions Financing Trust III, C. Dowd Ritter, Samuel W. Bartholomew, Jr, George W. Bryan, David J. Cooper, Earnest W. Deavenport, Don DeFosset, James R. Malone, Susan W. Matlock, Charles D. McCrary, Claude B. Nielsen, Jorge M. Perez, Lee J. Styslinger, III, Spence L. Wilson, John R. Roberts, UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Ernst & Young LLP.Document filed by Alfred Fait(Individually), Howard M. Rensin, Alfred Fait(on behalf of all others similarly situated). Related document: 34 Amended Complaint,,, filed by Alfred Fait.(ama) (Entered: 11/03/2009)

11/12/2009

45 

ENDORSED LETTER addressed to Judge Lewis A. Kaplan from Douglas W. Henkin dated 11/6/2009 re: Requesting that the Your Honor so order this letter to permit the clerk's office to correct the docket so that our addresses are listed as set forth in this letter. ENDORSEMENT: SO ORDERED. (Signed by Judge Lewis A. Kaplan on 11/12/2009) (jpo) (Entered: 11/12/2009)

12/07/2009

46 

ENDORSED LETTER addressed to Judge Lewis A. Kaplan from Eric I. Niehaus dated 12/3/09 re: Lead Plaintiff requests that it be permitted to file a consolidated opposition memorandum 45 pages in length. ENDORSEMENT: Granted,. (Signed by Judge Lewis A. Kaplan on 12/7/09) (djc) (Entered: 12/07/2009)

12/21/2009

47 

MEMORANDUM OF LAW in Opposition re: 35 MOTION to Dismiss the First Amended Complaint., 39 MOTION to Dismiss.. Document filed by Howard M. Rensin. (Brown, Andrew) (Entered: 12/21/2009)

12/22/2009

48 

NOTICE OF APPEARANCE by David Bruce Tulchin on behalf of Regions Financial Corporation, Regions Financing Trust III, C. Dowd Ritter, Samuel W. Bartholomew, Jr, George W. Bryan, David J. Cooper, Earnest W. Deavenport, Don DeFosset, James R. Malone, Susan W. Matlock, Charles D. McCrary, Claude B. Nielsen, Jorge M. Perez, Lee J. Styslinger, III, Spence L. Wilson, John R. Roberts (Tulchin, David) (Entered: 12/22/2009)

01/20/2010

49 

REPLY MEMORANDUM OF LAW in Support re: 35 MOTION to Dismiss the First Amended Complaint.. Document filed by Regions Financial Corporation, Regions Financing Trust III, C. Dowd Ritter, Samuel W. Bartholomew, Jr, George W. Bryan, David J. Cooper, Earnest W. Deavenport, Don DeFosset, James R. Malone, Susan W. Matlock, Charles D. McCrary, Claude B. Nielsen, Jorge M. Perez, Lee J. Styslinger, III, Spence L. Wilson, John R. Roberts. (Hunter, Claire) (Entered: 01/20/2010)

01/20/2010

50 

JOINDER to join re: 49 Reply Memorandum of Law in Support of Motion,. Document filed by UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc..(Henkin, Douglas) (Entered: 01/20/2010)

01/20/2010

51 

CERTIFICATE OF SERVICE. Document filed by UBS Securities LLC, Citigroup Global Markets, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Capital Markets, LLC, Morgan Stanley & Co. Incorporated, Morgan Keagan & Company, Inc.. (Henkin, Douglas) (Entered: 01/20/2010)

01/20/2010

52 

REPLY MEMORANDUM OF LAW in Support re: 39 MOTION to Dismiss.. Document filed by Ernst & Young LLP. (Tharp, John) (Entered: 01/20/2010)

03/02/2010

53 

ENDORSED LETTER addressed to Judge Lewis A. Kaplan from William J. Snipes dated 2/25/10 re: counsel requests that Claire Hunter be withdrawn as counsel for the named defendants: Regions Financial Corporation, Regions Financing Trust III, C. Dowd Ritter, Samuel W. Bartholomew, Jr., George W. Bryan, David J. Cooper, Earnest W. Deavenport, Jr., Don DeFosset, James R. Malone, Susan W. Matlock, Charles D. McCrary, Claude B. Nielson, Jorge M. Perez, Lee J. Styslinger, III, Spence L. Wilson, and John R. Roberts. ENDORSEMENT: Granted. (Signed by Judge Lewis A. Kaplan on 3/2/10) (djc) Modified on 3/2/2010 (djc). (Entered: 03/02/2010)

03/24/2010

54 

NOTICE of Firm Name Change. Document filed by Howard M. Rensin. (Brown, Andrew) (Entered: 03/24/2010)

05/10/2010

55 

MEMORANDUM OPINION; #98931 Defendants motions to dismiss the amended complaint [DI 35, 39] are granted. (Signed by Judge Lewis A. Kaplan on 5/10/10) (pl) Modified on 5/12/2010 (ajc). (Entered: 05/10/2010)

05/10/2010

 

Transmission to Judgments and Orders Clerk. Transmitted re: 55 Memorandum & Opinion, to the Judgments and Orders Clerk. (pl) (Entered: 05/10/2010)

05/11/2010

56 

ORDER: For the reasons stated in the Court's May 10, 2010 Memorandum Opinion [DI 55], all claims against defendants Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Securities LLC, Citigroup Global Markets Inc., Wachovia Capital Markets, LLC, Morgan Stanley & Co., Incorporated, and Morgan Keegan & Company, Inc., which joined in the Regions Defendants' Motion to Dismiss the Amended Complaint [DI 35, 42], are dismissed. SO ORDERED. (Signed by Judge Lewis A. Kaplan on 5/11/2010) (tve) (Entered: 05/11/2010)

 

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