US District Court Civil Docket as of 06/28/2010
Retrieved from the court on July 23, 2010

U.S. District Court
Northern District of Texas (Dallas)
CIVIL DOCKET FOR CASE #: 3:09-cv-00262-K


Bachow v. Swank Energy Income Advisers LP et al
Assigned to: Judge Ed Kinkeade
Cause: 15:78m(a) Securities Exchange Act


Date Filed: 02/10/2009
Jury Demand: Plaintiff
Nature of Suit: 850 Securities/Commodities
Jurisdiction: Federal Question

 

Plaintiff

 

Terri Morse Bachow
Individually and on Behalf of Herself and All Others Similarly Situated

represented by

Marc R Stanley
Stanley Iola LLP
3100 Monticello Ave
Suite 750
Dallas, TX 75205
214/443-4301
Fax: 214/443-0358
Email: marcstanley@mac.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Jose M Portela
The Beckham Group
3400 Carlisle St
Suite 550
Dallas, TX 75204
214/965-9300
Fax: 214/965-9301 FAX
Email: jose@beckham-group.com
ATTORNEY TO BE NOTICED

Mark C Rifkin
Wolf Haldenstein Adler Freeman & Herz LLP
270 Madison Ave
9th Floor
New York, NY 10016
212/545-4600
Fax: 212/545-4653
Email: rifkin@whafh.com
PRO HAC VICE
ATTORNEY TO BE NOTICED

Martin Woodward
Stanley Mandel & Iola LLP
3100 Monticello Ave
Suite 750
Dallas, TX 75205
214/443-4304
Fax: 214/443-0358
Email: mwoodward@stanleyiola.com
ATTORNEY TO BE NOTICED

Roger L Mandel
Beckham & Mandel
3400 Carlisle
Suite 550
Dallas, TX 75204
214 965-9300
Fax: 214 965-9301
Email: rmandel@beckham-mandel.com
ATTORNEY TO BE NOTICED


V.

Defendant

Swank Energy Income Advisers LP

represented by

Rodney Acker
Fulbright & Jaworski
2200 Ross Ave
Suite 2800
Dallas, TX 75201-2784
214/855-7466
Fax: 214/855-8200
Email: racker@fulbright.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Grace Lee Hill
Fulbright & Jaworski LLP
2200 Ross Ave
Suite 2800
Dallas, TX 75201
214/855-8000
Fax: 214/855-8200
Email: ghill@fulbright.com
TERMINATED: 09/10/2009

Karl G Dial
Fulbright & Jaworski LLP
2200 Ross Ave
Suite 2800
Dallas, TX 75201-2784
214/855-8000
Fax: 214/855-8200
Email: kdial@fulbright.com
ATTORNEY TO BE NOTICED

Scott P Drake
Fulbright & Jaworski
2200 Ross Ave
Suite 2800
Dallas, TX 75201-2784
214/855-8000
Fax: 214/855-8200
Email: sdrake@fulbright.com
ATTORNEY TO BE NOTICED

Stephen M Dollar
Fulbright & Jaworski LLP
2200 Ross Ave
Suite 2800
Dallas, TX 75201-2784
214/855-8000
Fax: 214/855-8200
Email: sdollar@fulbright.com
ATTORNEY TO BE NOTICED

Defendant

Swank Capital LLC

represented by

Rodney Acker
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Grace Lee Hill
(See above for address)
TERMINATED: 09/10/2009

Karl G Dial
(See above for address)
ATTORNEY TO BE NOTICED

Scott P Drake
(See above for address)
ATTORNEY TO BE NOTICED

Stephen M Dollar
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Jerry V Swank

represented by

Rodney Acker
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Grace Lee Hill
(See above for address)
TERMINATED: 09/10/2009

Karl G Dial
(See above for address)
ATTORNEY TO BE NOTICED

Scott P Drake
(See above for address)
ATTORNEY TO BE NOTICED

Stephen M Dollar
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Mark W Fordyce
CPA

represented by

Rodney Acker
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Grace Lee Hill
(See above for address)
TERMINATED: 09/10/2009

Karl G Dial
(See above for address)
ATTORNEY TO BE NOTICED

Scott P Drake
(See above for address)
ATTORNEY TO BE NOTICED

Stephen M Dollar
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Brian R Bruce

represented by

Rodney Acker
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Grace Lee Hill
(See above for address)
TERMINATED: 09/10/2009

Karl G Dial
(See above for address)
ATTORNEY TO BE NOTICED

Scott P Drake
(See above for address)
ATTORNEY TO BE NOTICED

Stephen M Dollar
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Ronald P Trout

represented by

Rodney Acker
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Grace Lee Hill
(See above for address)
TERMINATED: 09/10/2009

Karl G Dial
(See above for address)
ATTORNEY TO BE NOTICED

Scott P Drake
(See above for address)
ATTORNEY TO BE NOTICED

Stephen M Dollar
(See above for address)
ATTORNEY TO BE NOTICED

Defendant

Edward N McMillan

represented by

Rodney Acker
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Grace Lee Hill
(See above for address)
TERMINATED: 09/10/2009

Karl G Dial
(See above for address)
ATTORNEY TO BE NOTICED

Scott P Drake
(See above for address)
ATTORNEY TO BE NOTICED

Stephen M Dollar
(See above for address)
ATTORNEY TO BE NOTICED

 

Date Filed

#

Docket Text

02/10/2009

1 

Class Action COMPLAINT WITH JURY DEMAND against Brian R Bruce, Ronald P Trout, Edward N McMillan, Swank Energy Income Advisers LP, Swank Capital LLC, Jerry V Swank, Mark W Fordyce filed by Terri Morse Bachow. (Filing fee $350; Receipt number 28742) NOD-No CIP (jyg) (Entered: 02/11/2009)

02/10/2009

2 

Summons Issued as to Brian R Bruce, Ronald P Trout, Edward N McMillan, Swank Energy Income Advisers LP, Swank Capital LLC, Jerry V Swank, Mark W Fordyce. (Iss -7) (jyg) (Entered: 02/11/2009)

02/25/2009

3 

WAIVER OF SERVICE Returned Executed as to Edward N McMillan. Waiver sent on 2/13/2009. (Mandel, Roger) Modified on 2/26/2009 (skt). (Entered: 02/25/2009)

02/25/2009

4 

WAIVER OF SERVICE Returned Executed as to Brian R Bruce. Waiver sent on 2/13/2009. (Mandel, Roger) Modified on 2/26/2009 (skt). (Entered: 02/25/2009)

02/25/2009

5 

WAIVER OF SERVICE Returned Executed as to Jerry V Swank. Waiver sent on 2/13/2009. (Mandel, Roger) Modified on 2/26/2009 (skt). (Entered: 02/25/2009)

02/25/2009

6 

WAIVER OF SERVICE Returned Executed as to Ronald P Trout. Waiver sent on 2/13/2009. (Mandel, Roger) Modified on 2/26/2009 (skt). (Entered: 02/25/2009)

02/25/2009

7 

***WRONG EVENT USED-DISREGARD***SEE DOC #6***Writ of Execution Returned (Mandel, Roger) Modified on 2/25/2009 (jyg). (Entered: 02/25/2009)

02/25/2009

8 

WAIVER OF SERVICE Returned Executed as to Swank Capital LLC. Waiver sent on 2/13/2009. (Mandel, Roger) Modified on 2/26/2009 (skt). (Entered: 02/25/2009)

02/25/2009

9 

WAIVER OF SERVICE Returned Executed as to Swank Energy Income Advisers LP. Waiver sent on 2/13/2009. (Mandel, Roger) Modified on 2/26/2009 (skt). (Entered: 02/25/2009)

02/25/2009

10 

WAIVER OF SERVICE Returned Executed as to Mark W Fordyce. Waiver sent on 2/13/2009. (Mandel, Roger) Modified on 2/26/2009 (skt). (Entered: 02/25/2009)

03/23/2009

11 

Agreed Motion for Extension of Time to File Answer or Otherwise Respond to Complaint filed by Brian R Bruce, Ronald P Trout, Edward N McMillan, Swank Energy Income Advisers LP, Swank Capital LLC, Jerry V Swank, Mark W Fordyce (Hill, Grace) (Entered: 03/23/2009)

03/30/2009

12 

ORDER granting 11 Defendants' Agreed Motion for Extension of Time to File Answer re 1 Complaint. Brian R Bruce, Ronald P Trout, Edward N McMillan, Swank Energy Income Advisers LP, Swank Capital LLC, Jerry V Swank, Mark W Fordyce answer due 7/13/2009. (Ordered by Judge Ed Kinkeade on 3/30/09) (klm) (Entered: 03/31/2009)

04/14/2009

13 

MOTION for Appointment of Lead Plaintiff and Co-Lead Class Counsel filed by Terri Morse Bachow. (Mandel, Roger) Modified on 4/15/2009 (klm). (Entered: 04/14/2009)

04/14/2009

14 

Brief in Support filed by Terri Morse Bachow re 13 MOTION for Appointment of Lead Plaintiff and Co-Lead Class Counsel. (Mandel, Roger) Modified on 4/15/2009 (klm). (Entered: 04/14/2009)

04/14/2009

15 

Declaration re 14 Brief in Support re 13 MOTION for Appointment of Lead Plaintiff and Co-Lead Class Counsel by Terri Morse Bachow. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3, # 4 Exhibit 4) (Mandel, Roger) Modified on 4/15/2009 (klm). (Entered: 04/14/2009)

04/14/2009

16 

Designation of lead counsel Rodney Acker for Defendants Brian R Bruce, Ronald P Trout, Edward N McMillan, Swank Energy Income Advisers LP, Swank Capital LLC, Jerry V Swank, Mark W Fordyce. (Acker, Rodney) (Entered: 04/14/2009)

04/20/2009

17 

ORDER re 13 MOTION for Appointment of Lead Plaintiff and Co-Lead Class Counsel. The Court hereby orders that Co-Lead Plaintiff for the Class is permitted to file an amended class action complaint within 45 days of this Order. (see order for specifics) (Ordered by Judge Ed Kinkeade on 4/20/09) (tln) (Entered: 04/21/2009)

04/29/2009

18 

Joint MOTION Entry of Initial Scheduling Order and for Extension of Deadline to File Class Certification Motion filed by Brian R Bruce, Ronald P Trout, Edward N McMillan, Terri Morse Bachow, Swank Energy Income Advisers LP, Swank Capital LLC, Jerry V Swank, Mark W Fordyce (Mandel, Roger) Modified on 4/30/2009 (skt). (Entered: 04/29/2009)

05/07/2009

19 

ORDER granting 18 Motion Joint MOTION Entry of Initial Scheduling Order and for Extension of Deadline to File Class Certification. (see order) (Ordered by Judge Ed Kinkeade on 05/07/09) (lmp) (Entered: 05/08/2009)

06/04/2009

20 

FIRST AMENDED CLASS ACTION COMPLAINT WITH JURY DEMAND against Brian R Bruce, Ronald P Trout, Edward N McMillan, Swank Energy Income Advisers LP, Swank Capital LLC, Jerry V Swank, Mark W Fordyce filed by Terri Morse Bachow. (Attachments: # 1 certificate of service) (Rifkin, Mark) (Entered: 06/04/2009)

07/13/2009

21 

Unopposed MOTION for Leave to File Memorandum in Support of Defendants' Motion to Dismiss Plaintiffs' First Amended Class Action Complaint Motion to Exceed Page Limit filed by Brian R Bruce, Ronald P Trout, Edward N McMillan, Swank Energy Income Advisers LP, Swank Capital LLC, Jerry V Swank, Mark W Fordyce (Attachments: # 1 Text of Proposed Order Granting Defendants' Unopposed Motion for Leave to Exceed Page Limits) (Acker, Rodney) (Entered: 07/13/2009)

07/14/2009

22 

ORDER granting 21 Unopposed Motion for Leave to Exceed Page Limits. Defendants hereby are granted leave to file a combined brief on behalf of all Defendants in support of their motion to dismiss of no more than thirty-five (35) pages, and Plaintiff is hereby granted leave to file a response thereto of no more than thirty-five (35) pages. (Ordered by Judge Ed Kinkeade on 07/14/09) (lmp) (Entered: 07/15/2009)

07/17/2009

23 

MOTION to Dismiss Plaintiff's Amended Complaint filed by Brian R Bruce, Ronald P Trout, Edward N McMillan, Swank Energy Income Advisers LP, Swank Capital LLC, Jerry V Swank, Mark W Fordyce (Attachments: # 1 Text of Proposed Order Granting Defendants' Motion to Dismiss Plaintiff's Amended Complaint) (Acker, Rodney) (Entered: 07/17/2009)

07/17/2009

24 

Brief/Memorandum in Support filed by Brian R Bruce, Ronald P Trout, Edward N McMillan, Swank Energy Income Advisers LP, Swank Capital LLC, Jerry V Swank, Mark W Fordyce re 23 MOTION to Dismiss Plaintiff's Amended Complaint (Acker, Rodney) (Entered: 07/17/2009)

07/17/2009

25 

Appendix in Support filed by Brian R Bruce, Ronald P Trout, Edward N McMillan, Swank Energy Income Advisers LP, Swank Capital LLC, Jerry V Swank, Mark W Fordyce re 23 Motion to Dismiss Plaintiff's Amended Complaint. (Attachments: # 1 Exhibit App. 001-094, # 2 Exhibit App. 095-147, # 3 Exhibit App. 148-239, # 4 Exhibit App. 240-310, # 5 Exhibit App. 311-379, # 6 Exhibit App. 380-424, # 7 Exhibit App. 425-495) (Acker, Rodney) Modified on 7/20/2009 (lmp). (Entered: 07/17/2009)

08/31/2009

26 

RESPONSE in Opposition filed by Terri Morse Bachow re 23 MOTION to Dismiss Plaintiff's Amended Complaint. (Mandel, Roger) Modified on 9/1/2009 (klm). (Entered: 08/31/2009)

09/04/2009

27 

Unopposed MOTION to Withdraw as Attorney filed by Brian R Bruce, Ronald P Trout, Edward N McMillan, Swank Energy Income Advisers LP, Swank Capital LLC, Jerry V Swank, Mark W Fordyce (Attachments: # 1 Text of Proposed Order) (Acker, Rodney) (Entered: 09/04/2009)

09/10/2009

28 

ORDER granting 27 Motion to Withdraw as Attorney. Attorney Grace Lee Hill terminated. (see order) (Ordered by Judge Ed Kinkeade on 9/10/2009) (mfw) (Entered: 09/11/2009)

09/30/2009

29 

Defendants' REPLY in Support of Their re: 23 MOTION to Dismiss Plaintiff's Amended Complaint filed by Brian R Bruce, Ronald P Trout, Edward N McMillan, Swank Energy Income Advisers LP, Swank Capital LLC, Jerry V Swank, Mark W Fordyce (Acker, Rodney) (Entered: 09/30/2009)

01/06/2010

30 

Memorandum Opinion and Order denying 23 Motion to Dismiss filed by Edward N McMillan, Jerry V Swank, Brian R Bruce, Swank Energy Income Advisers LP, Mark W Fordyce, Ronald P Trout, Swank Capital LLC. (Ordered by Judge Ed Kinkeade on 1/6/2010) (klm) (Entered: 01/08/2010)

01/13/2010

31 

NOTICE of Change of Address by Roger L Mandel, counsel for Terri Morse Bachow. New address is: Beckham & Mandel 3400 Carlisle, Suite 550, Dallas, Texas 75204 (Mandel, Roger) (Entered: 01/13/2010)

01/22/2010

32 

ANSWER to 20 Amended Complaint, filed by Jerry V Swank, Mark W Fordyce (Acker, Rodney) (Entered: 01/22/2010)

01/22/2010

33 

CERTIFICATE OF INTERESTED PERSONS/DISCLOSURE STATEMENT by Jerry V Swank, Mark W Fordyce. (Acker, Rodney) (Entered: 01/22/2010)

03/09/2010

34 

Proposal for contents of scheduling and discovery order Joint Proposal Pursuant to FRCP 26 by Terri Morse Bachow. (Mandel, Roger) (Entered: 03/09/2010)

03/12/2010

35 

SCHEDULING ORDER: Discovery due by 12/10/2010. Motions due by 1/10/2010. Pretrial Materials due by 4/19/2011. Pretrial Order due by 4/19/2011. Amended Pleadings due by 5/1/2010. Joinder of Parties due by 5/1/2010. This case is set for JURY trial on the Court's three-week docket beginning 5/2/2011 before Judge Ed Kinkeade. Status Report due by 10/8/2010. (See Order.) (Ordered by Judge Ed Kinkeade on 3/12/2010) (twd) (Entered: 03/12/2010)

03/16/2010

36 

AMENDED SCHEDULING ORDER: All motions that would dispose of all or any part of this case (including all motions for summary judgment), shall be filed by 1/10/2011. (Ordered by Judge Ed Kinkeade on 3/16/2010) (mfw) (Entered: 03/16/2010)

03/25/2010

37 

CERTIFICATE OF INTERESTED PERSONS/DISCLOSURE STATEMENT by Terri Morse Bachow. (Mandel, Roger) (Entered: 03/25/2010)

04/26/2010

38 

MOTION to Certify Class and Brief in Support filed by Terri Morse Bachow with Brief/Memorandum in Support. (Portela, Jose) (Entered: 04/26/2010)

04/26/2010

39 

AFFIDAVIT re 38 MOTION to Certify Class and Brief in Support Declaration of Mark C. Rifkin in Support of Plaintiff's Motion for Class Certification by Terri Morse Bachow. (Attachments: # 1 Exhibit A-Class Certification, # 2 Exhibit B-Firm Resume of Wolf Haldenstein, # 3 Exhibit C-Firm Resume of Beckham Mandel, # 4 Exhibit D-Report of Candace Preston) (Portela, Jose) (Entered: 04/26/2010)

05/17/2010

40 

Unopposed MOTION preliminary approval of class action settlement filed by Terri Morse Bachow (Attachments: # 1 Proposed Order Proposed Preliminary Approval Order) (Mandel, Roger) (Entered: 05/17/2010)

05/17/2010

41 

Agreed STIPULATION and Agreement of Settlement by Terri Morse Bachow. (Attachments: # 1 Exhibit(s) Order for Notice and Hearing, # 2 Exhibit(s) Order and Final Judgment) (Mandel, Roger) (Entered: 05/17/2010)

05/27/2010

42 

Defendants' Submission of Proof of Service of Notice of Proposed Settlement Required by the Class Action Fairness Act filed by Mark W Fordyce, Jerry V Swank. (Attachments: # 1 Exhibit(s) A) (Drake, Scott) (Entered: 05/27/2010)

06/28/2010

43 

ORDER FOR NOTICE AND HEARING: A hearing (the "Settlement Fairness Hearing") pursuant to Rule 23(e) of the Federal Rules of Civil Procedure is hereby scheduled to be held before the Court on September 13, 2010, at 9:30 a.m. (see order for specifics) (Ordered by Judge Ed Kinkeade on 6/28/2010) (tln) (Entered: 06/28/2010)

 

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