Case details

Court: cand
Docket #: 5:13-cv-05161
Case Name: XimpleWare, Inc. v. Versata Software, Inc. et al
PACER case #: 271648
Date filed: 2013-11-05
Date terminated: 2015-06-22
Date of last filing: 2015-04-22
Assigned to: Magistrate Judge Paul Singh Grewal
Case Cause: 35:271 Patent Infringement
Nature of Suit: 830 Patent
Jury Demand: Both
Jurisdiction: Federal Question

Parties

Represented Party Attorney & Contact Info
XimpleWare, Inc.
Counter-defendant
a California corporation TERMINATED: 06/11/2015		 
Ansel Jay Halliburton
(See above for address)
ATTORNEY TO BE NOTICED

Christopher Joseph Sargent
(See above for address)
ATTORNEY TO BE NOTICED

Jack Russo
(See above for address)
ATTORNEY TO BE NOTICED
Versata Software, Inc.
Counter-claimant
a Delaware corporation TERMINATED: 06/11/2015		 
Steven John Mitby
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Alisa Anne Lipski
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

Amir Alavi
(See above for address)
ATTORNEY TO BE NOTICED

Benjamin Francis Foster
(See above for address)
ATTORNEY TO BE NOTICED

David C. Bohrer
(See above for address)
ATTORNEY TO BE NOTICED
Trilogy Development Group, Inc.
Counter-claimant
a California corporation TERMINATED: 06/11/2015		 
Steven John Mitby
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Alisa Anne Lipski
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

Benjamin Francis Foster
(See above for address)
ATTORNEY TO BE NOTICED

David C. Bohrer
(See above for address)
ATTORNEY TO BE NOTICED
Ameriprise Financial, Inc.
Counter-claimant
a Delaware corporation TERMINATED: 06/11/2015		 
Gregory Scot Tamkin
(See above for address)
LEAD ATTORNEY

Case Collard
(See above for address)

David C. Bohrer
(See above for address)
Ameriprise Financial Services, Inc.
Counter-claimant
a Delaware corporation TERMINATED: 06/11/2015		 
Gregory Scot Tamkin
(See above for address)
LEAD ATTORNEY

Case Collard
(See above for address)

David C. Bohrer
(See above for address)
Aurea Software, Inc.
Counter-claimant
a Delaware corporation TERMINATED: 06/11/2015		 
Alisa Anne Lipski
(See above for address)
PRO HAC VICE

Benjamin Francis Foster
(See above for address)

David C. Bohrer
(See above for address)
Pacific Life Insurance Company
Defendant
a Nebraska corporation TERMINATED: 06/11/2015		 
Steven John Mitby
(See above for address)
LEAD ATTORNEY

Alisa Anne Lipski
(See above for address)
PRO HAC VICE

Benjamin Francis Foster
(See above for address)

David C. Bohrer
(See above for address)
United HealthCare Services, Inc.,
Defendant
a Minnesota corporation TERMINATED: 06/11/2015		 
Clayton Cole James
Hogan Lovells US LLP
1200 17th Street
Suite 1500
Denver, CO 80202
303-454-2486
Fax: 303-899-7333
Email: clay.james@hoganlovells.com
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Srecko Vidmar
Hogan Lovells US LLP
Three Embarcadero Center Ste 1500
San Francisco, CA 94111
415 374 2300
Fax: 415 374 2499
Email: lucky.vidmar@hoganlovells.com
ATTORNEY TO BE NOTICED
Metropolitan Life Insurance Company
Defendant
a New York corporation TERMINATED: 06/11/2015		 
Steven John Mitby
(See above for address)
LEAD ATTORNEY

Alisa Anne Lipski
(See above for address)
PRO HAC VICE

Benjamin Francis Foster
(See above for address)

David C. Bohrer
(See above for address)
The Prudential Insurance Company of America
Defendant
a New Jersey corporation TERMINATED: 06/11/2015		 
Steven John Mitby
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Alisa Anne Lipski
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

David C. Bohrer
(See above for address)
ATTORNEY TO BE NOTICED
Wellmark, Inc.
Defendant
an Iowa corporation TERMINATED: 06/11/2015		 
Steven John Mitby
(See above for address)
LEAD ATTORNEY
ATTORNEY TO BE NOTICED

Alisa Anne Lipski
(See above for address)
PRO HAC VICE
ATTORNEY TO BE NOTICED

Benjamin Francis Foster
(See above for address)
ATTORNEY TO BE NOTICED

David C. Bohrer
(See above for address)
ATTORNEY TO BE NOTICED
Waddell & Reed, Inc.
Defendant
a Delaware corporation
Aviva USA Corporation
Defendant
an Iowa corporation TERMINATED: 06/11/2015		 
Steven John Mitby
(See above for address)
LEAD ATTORNEY

Alisa Anne Lipski
(See above for address)
PRO HAC VICE

Benjamin Francis Foster
(See above for address)

David C. Bohrer
(See above for address)
Waddell & Reed Financial, Inc.
Defendant
 
Robert M. Masters
Paul Hastings LLP
875 15th Street, NW
Washington, DC 20005
202-551-1763
Email: robmasters@paulhastings.com
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Ryan Doyle Fabre
Paul Hastings, LLP
875 15th Street, NW
Washington, DC 20005
202-551-1736
Fax: 202-551-0236
Email: ryanfabre@paulhastings.com
LEAD ATTORNEY
PRO HAC VICE
ATTORNEY TO BE NOTICED

Angela Joy Markle
Paul Hastings LLC
55 Second Street
24th Floor
San Francisco, CA 94105
United Sta
(415) 856-7000
Fax: 415-856-7100
Email: angelamarkle@paulhastings.com

Elizabeth Anne Dorsi
Paul Hastings LLP
Litigation
55 Second Street
24th Floor
San Francisco, CA 94105
(415) 856-7000
Fax: (415) 856-7100
Email: elizabethdorsi@paulhastings.com
ATTORNEY TO BE NOTICED

Michael Williams Stevens
55 Second Street, 24th Floor
San Francisco, CA 94105
415-856-7000
Fax: 415-856-7100
Email: mwstevens@seyfarth.com
ATTORNEY TO BE NOTICED
Ameriprise Financial
Counter-claimant
a Delaware corporation TERMINATED: 06/11/2015		 
Gregory Scot Tamkin
(See above for address)
LEAD ATTORNEY

Case Collard
(See above for address)

David C. Bohrer
(See above for address)

Documents

Date Filed Document # Attachment # Short Description Long Description Upload date SHA1 hash
2013-11-05 1 0 Complaint COMPLAINT against All Defendants ( Filing fee $ 400, receipt number 0971-8138541.). Filed byXimpleWare, Inc.. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3, # 4 Exhibit 4, # 5 Civil Cover Sheet, # 6 Supplement to Civil Case Cover Sheet)(Russo, Jack) (Filed on 11/5/2013) (Entered: 11/05/2013) 2013-11-07 14:14:15 b21fdcf94f6850f4c73857404a3611d336898e49
1 1 Exhibit 1
1 2 Exhibit 2
1 3 Exhibit 3
1 4 Exhibit 4
1 5 Civil Cover Sheet
1 6 Supplement to Civil Case Cover Sheet
2013-11-05 2 0 Proposed Summons Proposed Summons. (Russo, Jack) (Filed on 11/5/2013) (Entered: 11/05/2013)
2013-11-06 3 0 Case Assigned by Intake Case assigned to Magistrate Judge Paul Singh Grewal. Counsel for plaintiff or the removing party is responsible for serving the Complaint or Notice of Removal, Summons and the assigned judge's standing orders and all other new case documents upon the opposing parties. For information, visit E-Filing A New Civil Case at http://cand.uscourts.gov/ecf/caseopening.Standing orders can be downloaded from the court's web page at www.cand.uscourts.gov/judges. Upon receipt, the summons will be issued and returned electronically. Counsel is required to send chambers a copy of the initiating documents pursuant to L.R. 5-1(e)(7). A scheduling order will be sent by Notice of Electronic Filing (NEF) within two business days. (cjlS, COURT STAFF) (Filed on 11/6/2013) (Entered: 11/06/2013)
2013-11-06 4 0 Summons Issued Summons Issued as to Ameriprise Financial Services, Inc., Ameriprise Financial, Inc., Aurea Software, Inc., Aviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, The Prudential Insurance Company of America, Trilogy Development Group, Inc., United HealthCare Services, Inc.,, Versata Software, Inc., Waddell & Reed, Inc., Wellmark, Inc.. (cv, COURT STAFF) (Filed on 11/6/2013) (Entered: 11/06/2013)
2013-11-06 5 0 Initial Case Management Scheduling Order with ADR Deadlines ADR SCHEDULING ORDER: Case Management Statement due by 2/11/2014. Case Management Conference set for 2/18/2014 10:00 AM in Courtroom 5, 4th Floor, San Jose. (cv, COURT STAFF) (Filed on 11/6/2013) (Entered: 11/06/2013) 2014-11-10 16:14:46 f54144c811eaa6341f824bd5e109e01030b122ff
2013-11-08 6 0 Consent/Declination to Proceed Before a US Magistrate Judge CONSENT/DECLINATION to Proceed Before a US Magistrate Judge by XimpleWare, Inc... (Halliburton, Ansel) (Filed on 11/8/2013) (Entered: 11/08/2013) 2013-11-25 12:05:48 e0eff9b6b6e72992306086c8dbdf1b213b3a5e53
2013-11-22 7 0 Notice of Appearance NOTICE of Appearance by Gregory Scot Tamkin (Tamkin, Gregory) (Filed on 11/22/2013) (Entered: 11/22/2013) 2013-11-25 12:08:15 c0a2318065c9749b92b955342e5b771d7c588d78
2013-11-22 8 0 Certificate of Interested Entities Certificate of Interested Entities by Ameriprise Financial Services, Inc., Ameriprise Financial, Inc. (Tamkin, Gregory) (Filed on 11/22/2013) (Entered: 11/22/2013) 2013-11-25 12:07:19 136090644109835ec4f54894ca4898b255fe0c93
2013-11-22 9 0 Notice of Appearance NOTICE of Appearance by Case Collard (Collard, Case) (Filed on 11/22/2013) (Entered: 11/22/2013) 2013-11-25 12:09:14 424030adc8aeae19c93ec807c8fca90abb723725
2013-11-25 10 0 Notice of Appearance NOTICE of Appearance by Alisa Anne Lipski (Lipski, Alisa) (Filed on 11/25/2013) (Entered: 11/25/2013) 2013-12-04 12:31:40 c848064c4f96c1babf619af39515932e81ce0a00
2013-11-27 11 0 Certificate of Interested Entities Certificate of Interested Entities by XimpleWare, Inc. (Russo, Jack) (Filed on 11/27/2013) (Entered: 11/27/2013)
2013-11-27 12 0 Acknowledgment of Service ACKNOWLEDGEMENT OF SERVICE Executed by Ameriprise Financial, Inc. Acknowledgement filed by XimpleWare, Inc.. (Russo, Jack) (Filed on 11/27/2013) (Entered: 11/27/2013)
2013-11-27 13 0 Acknowledgment of Service ACKNOWLEDGEMENT OF SERVICE Executed by Ameriprise Financial Services, Inc. Acknowledgement filed by XimpleWare, Inc.. (Russo, Jack) (Filed on 11/27/2013) (Entered: 11/27/2013)
2013-12-02 14 0 Clerk's Notice re: Consent or Declination CLERK'S NOTICE Re: Consent or Declination: Defendants shall file a consent or declination to proceed before a magistrate judge within 14 days of this notice, by 12/16/2013. ***This is a text only docket entry, there is no document associated with this notice.*** (ofr, COURT STAFF) (Filed on 12/2/2013) (Entered: 12/02/2013)
2013-12-03 15 0 Motion to Dismiss MOTION to Dismiss Claims of Patent Infringement and Declaratory Judgment and Memorandum of Points and Authorities filed by Ameriprise Financial Services, Inc., Ameriprise Financial, Inc.. Motion Hearing set for 1/14/2014 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. Responses due by 12/17/2013. Replies due by 12/24/2013. (Tamkin, Gregory) (Filed on 12/3/2013) (Entered: 12/03/2013) 2013-12-05 03:42:56 17a3fa8b943420f7abd092080debd151248d7198
2013-12-16 16 0 Consent/Declination to Proceed Before a US Magistrate Judge CONSENT/DECLINATION to Proceed Before a US Magistrate Judge by Aurea Software, Inc., Trilogy Development Group, Inc., Versata Software, Inc... (Lipski, Alisa) (Filed on 12/16/2013) (Entered: 12/16/2013)
2013-12-16 17 0 Consent/Declination to Proceed Before a US Magistrate Judge CONSENT/DECLINATION to Proceed Before a US Magistrate Judge by Ameriprise Financial Services, Inc., Ameriprise Financial, Inc... (Tamkin, Gregory) (Filed on 12/16/2013) (Entered: 12/16/2013)
2013-12-17 18 0 Amended Complaint AMENDED COMPLAINT against All Defendants. Filed byXimpleWare, Inc.. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3, # 4 Exhibit 4)(Russo, Jack) (Filed on 12/17/2013) (Entered: 12/17/2013) 2014-01-11 18:32:44 13f71734bdfe7956b2c1c8008c6f9a97be1d1b33
18 1 Exhibit 1 2014-01-11 18:32:49 00fac3134c2e31e9a7f2c5dc3704933e1fd0b213
18 2 Exhibit 2 2014-01-11 18:32:52 7f127825baccebeb77dda43ce21612d65fbd6085
18 3 Exhibit 3 2014-01-11 18:32:53 c5289e689a0ee34bfe44030a99a41655f36c9f46
18 4 Exhibit 4 2014-01-11 18:34:20 ed5c47892e9b98d359f825a468661de3d4d7fa86
2013-12-19 19 0 Notice of Appearance NOTICE of Appearance by David C. Bohrer (Bohrer, David) (Filed on 12/19/2013) (Entered: 12/19/2013)
2013-12-20 20 0 Certificate of Service CERTIFICATE OF SERVICE by XimpleWare, Inc. for service on Wellmark, Inc. (Russo, Jack) (Filed on 12/20/2013) (Entered: 12/20/2013)
2013-12-20 21 0 Certificate of Service CERTIFICATE OF SERVICE by XimpleWare, Inc. for service on Aviva USA Corporation (Russo, Jack) (Filed on 12/20/2013) (Entered: 12/20/2013)
2013-12-20 22 0 Certificate of Service CERTIFICATE OF SERVICE by XimpleWare, Inc. for Metropolitan Life Insurance Company (Russo, Jack) (Filed on 12/20/2013) (Entered: 12/20/2013)
2013-12-20 23 0 Certificate of Service CERTIFICATE OF SERVICE by XimpleWare, Inc. for Prudential Insurance Company of America (Russo, Jack) (Filed on 12/20/2013) (Entered: 12/20/2013)
2013-12-31 24 0 Notice of Withdrawal of Motion Notice of Withdrawal of Motion to Dismiss by Ameriprise Defendants (Tamkin, Gregory) (Filed on 12/31/2013) (Entered: 12/31/2013) 2014-01-11 18:35:19 eaecc6a44a698922beb50f88e96779852e7fe945
2013-12-31 25 0 Motion to Dismiss MOTION to Dismiss Claims of Patent Infringement and Declaratory Judgment and Memorandum of Points and Authorities filed by Ameriprise Financial Services, Inc., Ameriprise Financial, Inc.. Motion Hearing set for 2/11/2014 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. Responses due by 1/14/2014. Replies due by 1/21/2014. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2)(Tamkin, Gregory) (Filed on 12/31/2013) (Entered: 12/31/2013) 2014-01-11 18:49:13 c0e401b62c6b6ba341e4f2f79fbcb5a616b18cf0
25 1 Exhibit 1 2014-01-11 18:34:03 141456d44cc77aca759d31e8039b306c4ff017b6
25 2 Exhibit 2 2014-01-11 18:36:12 6dae17cc5536d9baa34a4d2f99864cfc58f3ad1e
2014-01-02 26 0 Clerk's Notice CLERK'S NOTICE ADVANCING FEBRUARY 18, 2014 CASE MANAGEMENT CONFERENCE: 2/18/2014 Case Management Conference is advanced to 2/11/2014 at 10:00 AM in Courtroom 5, 4th Floor, San Jose. Case Management Statement due by 2/4/2014. ***This is a text only docket entry, there is no document associated with this notice.*** (ofr, COURT STAFF) (Filed on 1/2/2014) (Entered: 01/02/2014)
2014-01-13 27 0 Stipulation STIPULATION extending deadline by which Defendant Waddell & Reed Financial, Inc. must file an Answer filed by XimpleWare, Inc.. (Russo, Jack) (Filed on 1/13/2014) (Entered: 01/13/2014)
2014-01-14 28 0 Opposition/Response to Motion RESPONSE (re 25 MOTION to Dismiss Claims of Patent Infringement and Declaratory Judgment and Memorandum of Points and Authorities ) filed byXimpleWare, Inc.. (Russo, Jack) (Filed on 1/14/2014) (Entered: 01/14/2014) 2014-05-19 16:28:33 7e46ff37955fca21cb016676f8397f2b81bc6c72
2014-01-21 29 0 Stipulation STIPULATION WITH PROPOSED ORDER re 25 MOTION to Dismiss Claims of Patent Infringement and Declaratory Judgment and Memorandum of Points and Authorities FOR EXTENSION OF TIME FOR DEFENDANTS AMERIPRISE TO FILE REPLY IN SUPPORT filed by Ameriprise Financial Services, Inc., Ameriprise Financial, Inc.. (Attachments: # 1 Proposed Order)(Collard, Case) (Filed on 1/21/2014) (Entered: 01/21/2014)
2014-01-21 30 0 ADR Certification (ADR L.R. 3-5 b)of discussion of ADR options ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options of Defendants Ameriprise Financial, Inc. and Ameriprise Financial Services, Inc. (Collard, Case) (Filed on 1/21/2014) (Entered: 01/21/2014)
2014-01-23 31 0 Reply to Opposition/Response REPLY (re 25 MOTION to Dismiss Claims of Patent Infringement and Declaratory Judgment and Memorandum of Points and Authorities ) filed byAmeriprise Financial Services, Inc., Ameriprise Financial, Inc.. (Collard, Case) (Filed on 1/23/2014) (Entered: 01/23/2014)
2014-01-24 32 0 Order on Stipulation ORDER GRANTING STIPULATION by Magistrate Judge Paul Singh Grewal granting 29 Stipulation.(psglc3S, COURT STAFF) (Filed on 1/24/2014) (Entered: 01/24/2014) 2014-11-12 11:32:25 1720b213bae9797207059eebe4145cfcee82b2d9
2014-01-27 33 0 Motion to Dismiss MOTION to Dismiss filed by United HealthCare Services, Inc.,. Motion Hearing set for 3/11/2014 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. Responses due by 2/10/2014. Replies due by 2/18/2014. (Attachments: # 1 Proposed Order)(Vidmar, Srecko) (Filed on 1/27/2014) (Entered: 01/27/2014)
2014-01-27 34 0 Consent/Declination to Proceed Before a US Magistrate Judge CONSENT/DECLINATION to Proceed Before a US Magistrate Judge by United HealthCare Services, Inc.,.. (Vidmar, Srecko) (Filed on 1/27/2014) (Entered: 01/27/2014)
2014-01-27 35 0 Certificate of Interested Entities Certificate of Interested Entities by United HealthCare Services, Inc., (Vidmar, Srecko) (Filed on 1/27/2014) (Entered: 01/27/2014)
2014-01-27 36 0 Notice of Appearance NOTICE of Appearance by Clayton Cole James (James, Clayton) (Filed on 1/27/2014) (Entered: 01/27/2014)
2014-01-27 37 0 Clerk's Notice Continuing Motion Hearing CLERK'S NOTICE Continuing Motion to Dismiss and Case Management Conference, continuing 25 MOTION to Dismiss Claims of Patent Infringement and Declaratory Judgment. 2/11/2014 Motion to Dismiss and Case Management Conference are continued to 3/11/2014 at 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. Case Management Statement due by 3/4/2014. ***This is a text only docket entry, there is no document associated with this notice.*** (ofr, COURT STAFF) (Filed on 1/27/2014) (Entered: 01/27/2014)
2014-01-27 38 0 Motion to Dismiss MOTION to Dismiss filed by Aviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, The Prudential Insurance Company of America, Wellmark, Inc.. Motion Hearing set for 3/18/2014 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. Responses due by 2/10/2014. Replies due by 2/18/2014. (Attachments: # 1 Proposed Order)(Lipski, Alisa) (Filed on 1/27/2014) (Entered: 01/27/2014)
2014-01-27 39 0 Motion to Dismiss MOTION to Dismiss filed by Aurea Software, Inc., Trilogy Development Group, Inc., Versata Software, Inc.. Motion Hearing set for 3/18/2014 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. Responses due by 2/10/2014. Replies due by 2/18/2014. (Attachments: # 1 Proposed Order)(Lipski, Alisa) (Filed on 1/27/2014) (Entered: 01/27/2014)
2014-01-27 40 0 ADR Certification (ADR L.R. 3-5 b)of discussion of ADR options ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options (Halliburton, Ansel) (Filed on 1/27/2014) (Entered: 01/27/2014)
2014-01-28 41 0 Clerk's Notice Continuing Motion Hearing CLERK'S NOTICE Advancing Motions To Dismiss: 3/18/2014 Motions to Dismiss (In Re: Dkt. Nos. 38 and 39 ) are advanced to 3/11/2014 at 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. ***This is a text only docket entry, there is no document associated with this notice.*** (ofr, COURT STAFF) (Filed on 1/28/2014) (Entered: 01/28/2014)
2014-01-28 42 0 ADR Certification (ADR L.R. 3-5 b)of discussion of ADR options ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options (Vidmar, Srecko) (Filed on 1/28/2014) (Entered: 01/28/2014)
2014-02-10 43 0 Opposition/Response to Motion OPPOSITION (re 39 MOTION to Dismiss , 38 MOTION to Dismiss , 33 MOTION to Dismiss ) filed by XimpleWare, Inc.. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2)(Russo, Jack) (Filed on 2/10/2014) Modified on 2/11/2014 (cv, COURT STAFF). (Entered: 02/10/2014)
43 1 Exhibit 1
43 2 Exhibit 2
2014-02-11 44 0 Amended Document AMENDED OPPOSITION to 33 AND 38 39 Dismiss by the Versata Defendants, United Healthcare, and other Customers. amendment to 43 (Attachments: # 1 Exhibit 1, # 2 Exhibit 2)(Russo, Jack) (Filed on 2/11/2014) Modified on 2/11/2014 (cv, COURT STAFF). Modified on 2/11/2014 (cv, COURT STAFF). . (Entered: 02/11/2014)
44 1 Exhibit 1
44 2 Exhibit 2
2014-02-18 45 0 Reply to Opposition/Response REPLY (re 33 MOTION to Dismiss ) filed byUnited HealthCare Services, Inc.,. (Vidmar, Srecko) (Filed on 2/18/2014) (Entered: 02/18/2014) 2014-03-12 16:30:22 a0cf314d22aadb9c00530fb157551f0f5eccacac
2014-02-18 46 0 ADR Certification (ADR L.R. 3-5 b)of discussion of ADR options ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options Versata Software, Inc. (Lipski, Alisa) (Filed on 2/18/2014) (Entered: 02/18/2014)
2014-02-18 47 0 ADR Certification (ADR L.R. 3-5 b)of discussion of ADR options ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options Trilogy Development Group, Inc. (Lipski, Alisa) (Filed on 2/18/2014) (Entered: 02/18/2014)
2014-02-18 48 0 ADR Certification (ADR L.R. 3-5 b)of discussion of ADR options ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options Aurea Software, Inc. (Lipski, Alisa) (Filed on 2/18/2014) (Entered: 02/18/2014)
2014-02-18 49 0 ADR Certification (ADR L.R. 3-5 b)of discussion of ADR options ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options Metropolitan Life Insurance Company (Lipski, Alisa) (Filed on 2/18/2014) (Entered: 02/18/2014)
2014-02-18 50 0 ADR Certification (ADR L.R. 3-5 b)of discussion of ADR options ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options The Prudential Insurance Company of America (Lipski, Alisa) (Filed on 2/18/2014) (Entered: 02/18/2014)
2014-02-18 51 0 ADR Certification (ADR L.R. 3-5 b)of discussion of ADR options ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options Wellmark, Inc. (Lipski, Alisa) (Filed on 2/18/2014) (Entered: 02/18/2014)
2014-02-18 52 0 ADR Certification (ADR L.R. 3-5 b)of discussion of ADR options ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options Aviva USA Corporation (Lipski, Alisa) (Filed on 2/18/2014) (Entered: 02/18/2014)
2014-02-18 53 0 Reply to Opposition/Response REPLY (re 39 MOTION to Dismiss , 38 MOTION to Dismiss ) filed byAurea Software, Inc., Aviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, The Prudential Insurance Company of America, Trilogy Development Group, Inc., Versata Software, Inc., Wellmark, Inc.. (Lipski, Alisa) (Filed on 2/18/2014) (Entered: 02/18/2014) 2014-03-12 21:42:20 8182734b681d91834aad9a5863d242fce495d525
2014-02-21 54 0 ADR Certification (ADR L.R. 3-5 b)of discussion of ADR options ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options Pacific Life Insurance Company (Lipski, Alisa) (Filed on 2/21/2014) (Entered: 02/21/2014)
2014-02-26 55 0 Stipulation STIPULATION extending deadline by which Defendant Waddell & Reed Financial, Inc. must file an Answer filed by XimpleWare, Inc.. (Russo, Jack) (Filed on 2/26/2014) (Entered: 02/26/2014)
2014-03-03 56 0 Certificate of Interested Entities Certificate of Interested Entities by Aurea Software, Inc., Trilogy Development Group, Inc., Versata Software, Inc. (Lipski, Alisa) (Filed on 3/3/2014) (Entered: 03/03/2014)
2014-03-04 57 0 Report of Rule 26(f) Planning Meeting REPORT of Rule 26(f) Planning Meeting (jointly filed by all parties). (Halliburton, Ansel) (Filed on 3/4/2014) (Entered: 03/04/2014) 2014-04-06 23:59:09 dfaf8d5f8c5a0d2f51f2e6a143a8b63dcadedc7b
2014-03-10 58 0 Motion for Pro Hac Vice MOTION for leave to appear in Pro Hac Vice Application for Admission of Attorney Pro Hac Vice Robert M. Masters ( Filing fee $ 305, receipt number 0971-8439241.) filed by Waddell & Reed Financial, Inc.. (Attachments: # 1 Certificate of Good Standing)(Stevens, Michael) (Filed on 3/10/2014) (Entered: 03/10/2014)
2014-03-10 59 0 Motion for Pro Hac Vice MOTION for leave to appear in Pro Hac Vice Application for Admission of Attorney Pro Hac Vice Ryan Fabre ( Filing fee $ 305, receipt number 0971-8439335.) filed by Waddell & Reed Financial, Inc.. (Attachments: # 1 Certificate of Good Standing)(Stevens, Michael) (Filed on 3/10/2014) (Entered: 03/10/2014)
2014-03-10 60 0 Notice of Appearance NOTICE of Appearance by Michael Williams Stevens (Stevens, Michael) (Filed on 3/10/2014) (Entered: 03/10/2014)
2014-03-10 61 0 Errata ERRATA re 58 MOTION for leave to appear in Pro Hac Vice Application for Admission of Attorney Pro Hac Vice Robert M. Masters ( Filing fee $ 305, receipt number 0971-8439241.) Incorrect bar number entered on docket 58 by Waddell & Reed Financial, Inc.. (Attachments: # 1 Certificate of Good Standing)(Stevens, Michael) (Filed on 3/10/2014) (Entered: 03/10/2014)
2014-03-10 62 0 Certificate of Interested Entities Certificate of Interested Entities by Waddell & Reed Financial, Inc. Certification and Notice of Interested Parties for Defendant Waddell & Reed Financial, Inc. (Stevens, Michael) (Filed on 3/10/2014) (Entered: 03/10/2014)
2014-03-10 63 0 ADR Certification (ADR L.R. 3-5 b)of discussion of ADR options ADR Certification (ADR L.R. 3-5 b) of discussion of ADR options ADR Certification by Parties and Counsel (Stevens, Michael) (Filed on 3/10/2014) (Entered: 03/10/2014) 2014-04-07 00:02:05 838e5260be33a92efd733f9c89bd6e9fbe923994
2014-03-11 64 0 Order on Motion for Pro Hac Vice ORDER GRANTING LEAVE TO APPEAR PRO HAC VICE by Judge Paul S. Grewal granting 58 Motion for Pro Hac Vice; granting 59 Motion for Pro Hac Vice (psglc3S, COURT STAFF) (Filed on 3/11/2014) (Entered: 03/11/2014)
2014-03-11 65 0 Order ORDER GRANTING APPLICATION FOR ADMISSION OF ATTORNEY ROBERT M. MASTERS PRO HAC VICE, granting 61 . Signed by Judge Paul S. Grewal on 3/11/2014. (ofr, COURT STAFF) (Filed on 3/11/2014) (Entered: 03/11/2014) 2014-11-10 16:36:01 166e6f7a644143951c663febe67ee0c1f2c22927
2014-03-11 66 0 Motion Hearing Minute Entry: Motion Hearing held on 3/11/2014 before Magistrage Judge Paul S. Grewal re 25 MOTION to Dismiss Claims of Patent Infringement and Declaratory Judgment, 33 MOTION to Dismiss, 38 MOTION to Dismiss and 39 MOTION to Dismiss. Case Management Conference held 3/11/2014. Parties who have not submitted consent or declination to proceed before a U.S. Magistrate Judge to file on the docket. Oral consent entered as to Defendant Waddell & Reed, Inc. The court takes matters under submission; written order to be issued. Setting of case management schedule deferred pending ruling on motions to dismiss. Court to set status conference. Discovery is stayed until order on motions to dismiss issued. Counsel may reach out to the court to schedule interim status conference if any issues arise. (Court Reporter: Summer Fisher) (ofr, COURT STAFF) (Date Filed: 3/11/2014) (Entered: 03/11/2014) 2014-04-07 00:20:14 eec5762ee024764c0063b0ad38c7437040cb668a
2014-03-12 67 0 Transcript Order TRANSCRIPT ORDER by Ameriprise Financial Services, Inc., Ameriprise Financial, Inc. for Court Reporter Summer Fisher. (Tamkin, Gregory) (Filed on 3/12/2014) (Entered: 03/12/2014)
2014-03-12 68 0 Consent/Declination to Proceed Before a US Magistrate Judge CONSENT/DECLINATION to Proceed Before a US Magistrate Judge by Waddell & Reed Financial, Inc... (Stevens, Michael) (Filed on 3/12/2014) (Entered: 03/12/2014)
2014-03-12 69 0 Transcript Order TRANSCRIPT ORDER by United HealthCare Services, Inc., for Court Reporter Summer Fisher. (James, Clayton) (Filed on 3/12/2014) (Entered: 03/12/2014)
2014-03-13 70 0 Stipulation STIPULATION extending deadline by which Defendant Waddell & Reed Financial, Inc. must file an Answer filed by XimpleWare, Inc.. (Sargent, Christopher) (Filed on 3/13/2014) (Entered: 03/13/2014)
2014-03-14 71 0 Notice (Other) NOTICE by XimpleWare, Inc. of Order in Related Case C13-5160 SI (Attachments: # 1 Exhibit 1)(Russo, Jack) (Filed on 3/14/2014) Modified on 3/14/2014 (cv, COURT STAFF). (Entered: 03/14/2014)
71 1 Exhibit 1
2014-03-17 72 0 Transcript Transcript of Proceedings held on 03/11/14, before Judge Paul S. Grewal. Court Reporter/Transcriber Summer Fisher, Telephone number 408-288-6150 summer_fisher@cand.uscourts.gov. Per General Order No. 59 and Judicial Conference policy, this transcript may be viewed only at the Clerks Office public terminal or may be purchased through the Court Reporter/Transcriber until the deadline for the Release of Transcript Restriction.After that date it may be obtained through PACER. Any Notice of Intent to Request Redaction, if required, is due no later than 5 business days from date of this filing. Release of Transcript Restriction set for 6/16/2014. (Related documents(s) 67 ) (Fisher, Summer) (Filed on 3/17/2014) (Entered: 03/17/2014)
2014-03-18 73 0 Transcript Order TRANSCRIPT ORDER by Versata Software, Inc. for Court Reporter Summer Fisher. (Lipski, Alisa) (Filed on 3/18/2014) (Entered: 03/18/2014)
2014-03-19 74 0 Transcript Order TRANSCRIPT ORDER by Waddell & Reed Financial, Inc. for Court Reporter Summer Fisher. (Fabre, Ryan) (Filed on 3/19/2014) (Entered: 03/19/2014)
2014-03-20 75 0 Consent/Declination to Proceed Before a US Magistrate Judge CONSENT/DECLINATION to Proceed Before a US Magistrate Judge by Aviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, The Prudential Insurance Company of America, Trilogy Development Group, Inc., United HealthCare Services, Inc.,, Versata Software, Inc. (Bohrer, David) (Filed on 3/20/2014) Modified on 5/14/2014,(removed incorrect filers.) (cv, COURT STAFF). (Entered: 03/20/2014)
2014-03-25 76 0 Motion for Pro Hac Vice *** POSTED IN ERROR *** please see 78 amended MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 305, receipt number 0971-8477957.) filed by XimpleWare, Inc.. (Attachments: # 1 Exhibit Certificate of Good Standing)(Alavi, Amir) (Filed on 3/25/2014) Modified on 3/26/2014 (counsel for dft selected the wrong filer, Alavi, Amir removed as counsel for plaintiff.) Modified on 3/26/2014 (cv, COURT STAFF). (Entered: 03/25/2014)
2014-03-26 77 0 Transcript Order TRANSCRIPT ORDER by XimpleWare, Inc. for Court Reporter Summer Fisher. (Sargent, Christopher) (Filed on 3/26/2014) (Entered: 03/26/2014)
2014-03-26 78 0 Motion for Pro Hac Vice CORRECTED MOTION for leave to appear in Pro Hac Vice Amir Alavi ( Filing fee $ 305, receipt number 0971-8477957..) Filing fee previously paid on 3/25/2014 filed by Versata Software, Inc.. amendment to 76 (Attachments: # 1 Exhibit Certificate of Good Standing)(Alavi, Amir) (Filed on 3/26/2014) Modified on 3/26/2014 (cv, COURT STAFF). Modified on 3/26/2014 (cv, COURT STAFF). (Entered: 03/26/2014)
2014-03-27 79 0 Order on Motion for Pro Hac Vice ORDER GRANTING MOTION FOR PRO HAC VICE by Magistrate Judge Paul Singh Grewal granting 78 Motion for Pro Hac Vice.(psglc3S, COURT STAFF) (Filed on 3/27/2014) (Entered: 03/27/2014)
2014-03-27 80 0 Stipulation STIPULATION to Extend Time to Respond to Amended Complaint filed by Waddell & Reed Financial, Inc.. (Stevens, Michael) (Filed on 3/27/2014) (Entered: 03/27/2014)
2014-04-10 81 0 Stipulation STIPULATION to Extend Time to Respond to Amended Complaint filed by Waddell & Reed Financial, Inc.. (Stevens, Michael) (Filed on 4/10/2014) (Entered: 04/10/2014)
2014-04-24 82 0 Stipulation STIPULATION TO EXTEND TIME TO RESPOND TO AMENDED COMPLAINT AMENDED COMPLAINT FOR: (1) DIRECT PATENT INFRINGEMENT (2) INDUCING PATENT INFRINGEMENT (3) DECLARATORY RELIEF re 18 filed by Waddell & Reed Financial, Inc. (Stevens, Michael) (Filed on 4/24/2014) Modified on 4/25/2014 (bw, COURT STAFF). (Entered: 04/24/2014)
2014-05-08 83 0 Stipulation STIPULATION to Extend Time to Respond to Amended Complaint filed by Waddell & Reed Financial, Inc.. (Stevens, Michael) (Filed on 5/8/2014) (Entered: 05/08/2014)
2014-05-13 84 0 Notice of Change of Address NOTICE of Change of Address by David C. Bohrer (Bohrer, David) (Filed on 5/13/2014) Modified text on 5/14/2014 (cv, COURT STAFF). Modified on 5/14/2014,(Counsel selected wrong parties from a the party list) (cv, COURT STAFF). (Entered: 05/13/2014)
2014-05-16 85 0 Order on Motion to Dismiss ORDER GRANTING-IN-PART DEFENDANTS' MOTIONS TO DISMISS by Judge Paul S. Grewal granting 33 Motion to Dismiss; granting in part and denying in part 38 Motion to Dismiss; granting in part and denying in part 39 Motion to Dismiss; denying 25 Motion to Dismiss (psglc3S, COURT STAFF) (Filed on 5/16/2014) (Entered: 05/16/2014) 2014-05-19 18:50:25 67df315f8c379a99f0f535fa926d7d2cf6e358ea
2014-05-30 86 0 Answer to Amended Complaint ANSWER to Amended Complaint re 18 and COUNTERCLAIM against XimpleWare, Inc. by Ameriprise Financial Services, Inc., Ameriprise Financial, Inc. (Collard, Case) (Filed on 5/30/2014) Text modified and linkage added on 6/2/2014 (bw, COURT STAFF). (Entered: 05/30/2014)
2014-05-30 87 0 Answer to Amended Complaint Answer to Amended Complaint re 18 and COUNTERCLAIM against XimpleWare, Inc. byAurea Software, Inc., Versata Software, Inc., Trilogy Development Group, Inc. (Lipski, Alisa) (Filed on 5/30/2014) Text modified on 6/2/2014 (bw, COURT STAFF). (Entered: 05/30/2014)
2014-05-30 88 0 Amended Complaint SECOND AMENDED COMPLAINT FOR: (1) DIRECT PATENT INFRINGEMENT (2) INDUCING PATENT INFRINGEMENT (3) DECLARATORY RELIEF ; Jury Trial; Filed by XimpleWare, Inc.. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3, # 4 Exhibit 4)(Russo, Jack) (Filed on 5/30/2014) Text modified on 6/2/2014 (bw, COURT STAFF). (Entered: 05/31/2014) 2014-06-23 14:42:04 70784a7009c53b1c5dd5fe72c18f731c8f14f899
88 1 Exhibit 1
88 2 Exhibit 2
88 3 Exhibit 3
88 4 Exhibit 4
2014-06-12 89 0 Motion to Dismiss MOTION to Dismiss Plaintiff's Second Amended Complaint filed by United HealthCare Services, Inc.,. Motion Hearing set for 8/12/2014 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. Responses due by 6/26/2014. Replies due by 7/3/2014. (Attachments: # 1 Proposed Order)(Vidmar, Srecko) (Filed on 6/12/2014) (Entered: 06/12/2014) 2014-06-23 14:58:35 dd8e67738cd2752ac9e831f6edc72335c1fa1e0c
89 1 Proposed Order
2014-06-13 90 0 Motion to Dismiss MOTION to Dismiss Second Amended Complaint; Memorandum of Points and Authorities in Support Thereof filed by Waddell & Reed Financial, Inc.. Motion Hearing set for 8/12/2014 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. Responses due by 6/27/2014. Replies due by 7/7/2014. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3, # 4 Proposed Order)(Masters, Robert) (Filed on 6/13/2014) Modified on 6/20/2014 (cv, COURT STAFF). Modified on 6/20/2014 (cv, COURT STAFF). (Entered: 06/13/2014) 2014-06-23 14:57:53 be6d40cc96a5116bc91fe0a7ef1878ccc0132924
90 1 Exhibit 1
90 2 Exhibit 2
90 3 Exhibit 3
90 4 Proposed Order
2014-06-13 91 0 Motion to Dismiss MOTION to Dismiss filed by Aviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, The Prudential Insurance Company of America, Wellmark, Inc.. Motion Hearing set for 8/12/2014 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. Responses due by 6/27/2014. Replies due by 7/7/2014. (Attachments: # 1 Proposed Order)(Lipski, Alisa) (Filed on 6/13/2014) (Entered: 06/13/2014) 2014-06-23 14:56:57 cab7c9bf152d9a6295eacf0dc6ab78e6da0df1e9
91 1 Proposed Order
2014-06-13 92 0 Request for Judicial Notice Request for Judicial Notice re 91 MOTION to Dismiss filed byAviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, The Prudential Insurance Company of America, Wellmark, Inc.. (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, # 9 Exhibit I, # 10 Exhibit J)(Related document(s) 91 ) (Lipski, Alisa) (Filed on 6/13/2014) (Entered: 06/13/2014)
2014-06-13 93 0 Motion to Dismiss MOTION to Dismiss filed by Aurea Software, Inc., Trilogy Development Group, Inc., Versata Software, Inc.. Motion Hearing set for 8/12/2014 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. Responses due by 6/27/2014. Replies due by 7/7/2014. (Attachments: # 1 Proposed Order)(Lipski, Alisa) (Filed on 6/13/2014) (Entered: 06/13/2014) 2014-06-23 15:51:18 af9b2f9c0aff5635a1d72d16a7427c3528b597d2
93 1 Proposed Order
2014-06-13 94 0 Answer to Amended Complaint ANSWER to 88 Second Amended Complaint by Aurea Software, Inc., Trilogy Development Group, Inc., Versata Software, Inc.. (Lipski, Alisa) (Filed on 6/13/2014) Modified on 6/26/2014 (cv, COURT STAFF). (Entered: 06/13/2014) 2014-06-25 12:41:26 d439f06e50a671f17f0e1b435f60cf7b2a08ea58
2014-06-16 95 0 Answer to Amended Complaint ANSWER to 88 Second Amended Complaint and COUNTERCLAIM against XimpleWare, Inc. by Ameriprise Financial Services, Inc., Ameriprise Financial, Inc.. (Collard, Case) (Filed on 6/16/2014) Modified on 6/26/2014 (cv, COURT STAFF). (Entered: 06/16/2014) 2014-06-25 12:43:58 23f8ea1ed35eed16c1ae104e7557d32e28fa72b5
2014-06-26 96 0 Opposition/Response to Motion RESPONSE (re 89 MOTION to Dismiss Plaintiff's Second Amended Complaint ) filed byXimpleWare, Inc.. (Russo, Jack) (Filed on 6/26/2014) (Entered: 06/26/2014) 2014-06-27 15:15:47 c3f3668a469f13f80985a1560b7862e0265a0b4d
2014-06-27 97 0 Opposition/Response to Motion RESPONSE (re 89 MOTION to Dismiss Plaintiff's Second Amended Complaint ) (Corrected) filed byXimpleWare, Inc.. (Russo, Jack) (Filed on 6/27/2014) (Entered: 06/27/2014) 2014-06-27 15:07:18 ebdef5224031e085528b891a5ef4cfd9b404bc55
2014-06-27 98 0 Request for Judicial Notice Request for Judicial Notice re 97 Opposition/Response to Motion filed byXimpleWare, Inc.. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3)(Related document(s) 97 ) (Russo, Jack) (Filed on 6/27/2014) (Entered: 06/27/2014)
2014-06-27 99 0 Opposition/Response to Motion RESPONSE (re 93 MOTION to Dismiss , 90 MOTION to Dismiss Second Amended Complaint, 91 MOTION to Dismiss ) filed byXimpleWare, Inc.. (Attachments: # 1 Proposed Order)(Russo, Jack) (Filed on 6/27/2014) (Entered: 06/27/2014)
99 1 Proposed Order
2014-06-27 100 0 Request for Judicial Notice Request for Judicial Notice re 99 Opposition/Response to Motion filed byXimpleWare, Inc.. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3)(Related document(s) 99 ) (Russo, Jack) (Filed on 6/27/2014) (Entered: 06/27/2014)
2014-07-02 101 0 Notice (Other) NOTICE of Withdrawal of Counsel (Stevens, Michael) (Filed on 7/2/2014) Modified on 7/2/2014 (cv, COURT STAFF). (Entered: 07/02/2014)
2014-07-03 102 0 Reply to Opposition/Response REPLY (re 89 MOTION to Dismiss Plaintiff's Second Amended Complaint ) filed byUnited HealthCare Services, Inc.,. (Vidmar, Srecko) (Filed on 7/3/2014) (Entered: 07/03/2014) 2014-07-28 11:30:08 662db9dbcd778f2319634014f1e0248211a77212
2014-07-07 103 0 Reply to Opposition/Response REPLY (re 90 MOTION to Dismiss Second Amended Complaint ) filed byWaddell & Reed Financial, Inc.. (Masters, Robert) (Filed on 7/7/2014) (Entered: 07/07/2014)
2014-07-07 104 0 Reply to Opposition/Response REPLY (re 93 MOTION to Dismiss ) Versata Defendants' Reply to Ximpleware's Opposition to Defendants' Motion to Dismiss and Memorandum of Points and Authorities filed byAurea Software, Inc., Trilogy Development Group, Inc., Versata Software, Inc.. (Lipski, Alisa) (Filed on 7/7/2014) (Entered: 07/07/2014)
2014-07-07 105 0 Reply to Opposition/Response REPLY (re 91 MOTION to Dismiss ) filed byAviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, The Prudential Insurance Company of America, Wellmark, Inc.. (Lipski, Alisa) (Filed on 7/7/2014) (Entered: 07/07/2014)
2014-07-08 106 0 Notice of Appearance NOTICE of Appearance by Angela Joy Markle (Markle, Angela) (Filed on 7/8/2014) (Entered: 07/08/2014)
2014-07-10 107 0 Answer to to CounterClaim ANSWER TO COUNTERCLAIM of Versata, Aurea, and Trilogy byXimpleWare, Inc.. (Russo, Jack) (Filed on 7/10/2014) (Entered: 07/10/2014) 2014-07-28 11:42:47 a095870751cac85efef2e380519a37580f0f0a1b
2014-07-10 108 0 Answer to to CounterClaim ANSWER TO COUNTERCLAIM of Ameriprise Defendants byXimpleWare, Inc.. (Russo, Jack) (Filed on 7/10/2014) (Entered: 07/10/2014) 2014-07-28 11:44:54 432f55ac341c610b86b3f55a7529d351a7f0cb64
2014-07-31 109 0 Clerk's Notice Continuing Motion Hearing CLERK'S NOTICE Continuing Motions to Dismiss (In Re: Docket Nos. 89 , 90 , 91 and 93 ): 8/12/2014 10:00 AM Motions are continued to 8/14/2014 at 1:30 PM (SPECIAL SET) in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. ***This is a text only docket entry, there is no document associated with this notice.*** (ofr, COURT STAFF) (Filed on 7/31/2014) (Entered: 07/31/2014)
2014-08-08 110 0 Notice (Other) NOTICE by Waddell & Reed Financial, Inc. Notice of Withdrawal of Counsel (Markle, Angela) (Filed on 8/8/2014) (Entered: 08/08/2014)
2014-08-08 111 0 Notice of Appearance NOTICE of Appearance by Elizabeth Anne Dorsi (Dorsi, Elizabeth) (Filed on 8/8/2014) (Entered: 08/08/2014)
2014-08-08 112 0 Stipulation STIPULATION WITH PROPOSED ORDER to Continue Hearing Date filed by XimpleWare, Inc.. (Sargent, Christopher) (Filed on 8/8/2014) (Entered: 08/08/2014)
2014-08-12 113 0 Order on Stipulation ORDER GRANTING STIPULATION by Magistrate Judge Paul Singh Grewal granting 112 Stipulation.(psglc1S, COURT STAFF) (Filed on 8/12/2014) (Entered: 08/12/2014) 2014-08-14 18:44:10 ce490d3960d7f7ea86c81ccde627215a86bcb820
2014-08-22 114 0 Notice of Voluntary Dismissal NOTICE of Voluntary Dismissal of Defendant The Prudential Insurance Company of America by XimpleWare, Inc. (Halliburton, Ansel) (Filed on 8/22/2014) (Entered: 08/22/2014) 2014-09-03 10:30:46 6be96d1a3837278fca44154ae1162232b50f1720
2014-09-08 115 0 Motion to Appear by Telephone MOTION to Appear by Telephone filed by Ameriprise Financial Services, Inc., Ameriprise Financial, Inc.. (Collard, Case) (Filed on 9/8/2014) (Entered: 09/08/2014)
2014-09-09 116 0 Order on Motion to Appear by Telephone ORDER GRANTING DEFENDANTS AMERIPRISE FINANCIAL, INC. AND AMERIPRISE FINANCIAL SERVICES, INC.'S REQUEST FOR TELEPHONIC APPEARANCE AT MOTIONS HEARING ON SEPTEMBER 9, 2014 by Judge Paul S. Grewal, granting 115 . Counsel is instructed to contact CourtCall at 866-582-6878 to arrange for telephonic appearance. (ofr, COURT STAFF) (Filed on 9/9/2014) (Entered: 09/09/2014)
2014-09-09 117 0 Motion Hearing Minute Entry: Motion Hearing held on 9/9/2014 before Magistrate Judge Paul S. Grewal re 89 MOTION to Dismiss Plaintiff's Second Amended Complaint, 90 MOTION to Dismiss Second Amended Complaint, 91 MOTION to Dismiss and 93 MOTION to Dismiss. The court takes matters under submission; written order to be issued. (Court Reporter: Summer Fisher) (ofr, COURT STAFF) (Date Filed: 9/9/2014) (Entered: 09/09/2014) 2014-09-20 04:27:55 536783dd6c2b30e2381b15a1107dcbf77f0884f0
2014-09-10 118 0 Transcript Order TRANSCRIPT ORDER by XimpleWare, Inc. for Court Reporter Summer Fisher. (Russo, Jack) (Filed on 9/10/2014) (Entered: 09/10/2014)
2014-09-11 119 0 Transcript Order TRANSCRIPT ORDER by Versata Software, Inc. for Court Reporter Summer Fisher. (Lipski, Alisa) (Filed on 9/11/2014) (Entered: 09/11/2014)
2014-09-11 120 0 Transcript Order TRANSCRIPT ORDER by Waddell & Reed Financial, Inc. for Court Reporter Summer Fisher. (Fabre, Ryan) (Filed on 9/11/2014) (Entered: 09/11/2014)
2014-09-15 121 0 Transcript Transcript of Proceedings held on 09/09/14, before Judge Paul S. Grewal. Court Reporter/Transcriber Summer Fisher, Telephone number 408-288-6150 summer_fisher@cand.uscourts.gov. Per General Order No. 59 and Judicial Conference policy, this transcript may be viewed only at the Clerks Office public terminal or may be purchased through the Court Reporter/Transcriber until the deadline for the Release of Transcript Restriction.After that date it may be obtained through PACER. Any Notice of Intent to Request Redaction, if required, is due no later than 5 business days from date of this filing. (Re 118 Transcript Order ) Release of Transcript Restriction set for 12/15/2014. (Related documents(s) 118 ) (Fisher, Summer) (Filed on 9/15/2014) (Entered: 09/15/2014) 2015-04-23 14:55:44 814a48356ea354d5c5157d04f0d0c18afaea47d3
121 117
2014-09-15 122 0 Transcript Order TRANSCRIPT ORDER by United HealthCare Services, Inc., for Court Reporter Summer Fisher. (James, Clayton) (Filed on 9/15/2014) (Entered: 09/15/2014)
2014-10-02 123 0 Motion for Pro Hac Vice First MOTION for leave to appear in Pro Hac Vice of Steven J. Mitby ( Filing fee $ 305, receipt number 0971-8967103.) filed by Versata Software, Inc.. (Bohrer, David) (Filed on 10/2/2014) (Entered: 10/02/2014)
2014-10-03 124 0 Order on Motion for Pro Hac Vice ORDER DENYING 123 MOTION FOR PRO HACE VICE entered by Magistrate Judge Paul Singh Grewal. No "true and correct copy of a certificate of good standing or equivalent official document" was submitted with the application" as required by the form prescribed by the court. Mr. Mitby and Mr. Bohrer may resubmit the application with the correct documentation. (This is a text-only entry generated by the court. There is no document associated with this entry.) (Entered: 10/03/2014)
2014-10-09 125 0 Motion for Pro Hac Vice Second MOTION for leave to appear in Pro Hac Vice of Steven J. Mitby ( Filing fee $ 305, receipt number 0971-8967103.) Filing fee previously paid on 10/2/2014 filed by Aurea Software, Inc., Trilogy Development Group, Inc., Versata Software, Inc.. (Attachments: # 1 Exhibit Certificate of Good Standing of Steven J. Mitby)(Bohrer, David) (Filed on 10/9/2014) (Entered: 10/09/2014)
2014-10-10 126 0 Order on Motion for Pro Hac Vice ORDER GRANTING APPLICATION FOR ADMISSION OF ATTORNEY STEVEN J. MITBY PRO HAC VICE by Magistrate Judge Paul Singh Grewal , granting 125 . (psglc1S, COURT STAFF) (Filed on 10/10/2014) (Entered: 10/10/2014)
2014-10-14 127 0 Motion for Pro Hac Vice MOTION for leave to appear in Pro Hac Vice ( Filing fee $ 305, receipt number 0971-8992764.) filed by Aurea Software, Inc., Aviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, Trilogy Development Group, Inc., Versata Software, Inc., Wellmark, Inc.. (Attachments: # 1 Exhibit)(Foster, Benjamin) (Filed on 10/14/2014) (Entered: 10/14/2014)
2014-10-15 128 0 Order on Motion for Pro Hac Vice ORDER GRANTING MOTION FOR PRO HAC VICE by Magistrate Judge Paul Singh Grewal granting 127 . (psglc1S, COURT STAFF) (Filed on 10/15/2014) (Entered: 10/15/2014)
2014-10-27 129 0 Administrative Motion to File Under Seal Administrative Motion to File Under Seal filed by Aviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, Wellmark, Inc.. (Attachments: # 1 Declaration, # 2 Proposed Order, # 3 Exhibit Redacted Version of Exhibit 1, # 4 Exhibit Unredacted Version of Exhibit 1, # 5 Exhibit Redacted Version of Exhibit 2, # 6 Exhibit Unredacted Version of Exhibit 2, # 7 Exhibit Redacted Version of Exhibit 3, # 8 Exhibit Unredacted Version of Exhibit 3, # 9 Exhibit Redacted Version of Exhibit 4, # 10 Exhibit Unredacted Version of Exhibit 4, # 11 Exhibit Unredacted Version of Exhibit 6, # 12 Certificate/Proof of Service)(Lipski, Alisa) (Filed on 10/27/2014) (Entered: 10/27/2014)
2014-10-27 130 0 Motion for Sanctions MOTION for Sanctions under Fed. R. Civ. P. 11 filed by Aviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, Wellmark, Inc.. Motion Hearing set for 12/2/2014 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. Responses due by 11/10/2014. Replies due by 11/17/2014. (Attachments: # 1 Declaration of Alisa Lipski, # 2 Exhibit 1, # 3 Exhibit 2, # 4 Exhibit 3, # 5 Exhibit 4, # 6 Exhibit 5, # 7 Exhibit 6, # 8 Exhibit 7, # 9 Exhibit 8, # 10 Proposed Order)(Lipski, Alisa) (Filed on 10/27/2014) (Entered: 10/27/2014)
2014-11-10 131 0 Opposition/Response to Motion RESPONSE (re 130 MOTION for Sanctions under Fed. R. Civ. P. 11 ) filed byXimpleWare, Inc.. (Attachments: # 1 Proposed Order)(Russo, Jack) (Filed on 11/10/2014) (Entered: 11/10/2014)
2014-11-10 132 0 Request for Judicial Notice Request for Judicial Notice re 131 Opposition/Response to Motion for Sanctions filed byXimpleWare, Inc.. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3)(Related document(s) 131 ) (Russo, Jack) (Filed on 11/10/2014) (Entered: 11/10/2014)
2014-11-10 133 0 Declaration in Support Declaration of Lawrence Rosen in Support of 131 Opposition/Response to Motion for Sanctions filed byXimpleWare, Inc.. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3, # 4 Exhibit 4, # 5 Exhibit 5)(Related document(s) 131 ) (Russo, Jack) (Filed on 11/10/2014) (Entered: 11/10/2014)
2014-11-10 134 0 Declaration in Support Declaration of Ansel Halliburton in Support of 131 Opposition/Response to Motion for Sanctions filed byXimpleWare, Inc.. (Related document(s) 131 ) (Russo, Jack) (Filed on 11/10/2014) (Entered: 11/10/2014)
2014-11-10 135 0 Declaration in Support Declaration of Jack Russo in Support of 131 Opposition/Response to Motion for Sanctions filed byXimpleWare, Inc.. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2)(Related document(s) 131 ) (Russo, Jack) (Filed on 11/10/2014) (Entered: 11/10/2014)
135 1 Exhibit 1
135 2 Exhibit 2
2014-11-10 136 0 Opposition/Response to Motion RESPONSE (re 130 MOTION for Sanctions under Fed. R. Civ. P. 11 ) CORRECTION OF DOCKET # 131 filed byXimpleWare, Inc.. (Attachments: # 1 Proposed Order)(Russo, Jack) (Filed on 11/10/2014) (Entered: 11/10/2014)
2014-11-10 137 0 Declaration in Support Declaration of Jack Russo in Support of 136 Opposition/Response to Motion CORRECTION OF DOCKET # 135 filed byXimpleWare, Inc.. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2)(Related document(s) 136 ) (Russo, Jack) (Filed on 11/10/2014) (Entered: 11/10/2014)
2014-11-14 138 0 Order on Administrative Motion to File Under Seal ORDER RE: MOTION TO SEAL by Magistrate Judge Paul Singh Grewal granting-in-part and denying-in-part 129 . (psglc1S, COURT STAFF) (Filed on 11/14/2014) (Entered: 11/14/2014)
2014-11-17 139 0 Reply to Opposition/Response REPLY (re 130 MOTION for Sanctions under Fed. R. Civ. P. 11 ) filed byAviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, Wellmark, Inc.. (Lipski, Alisa) (Filed on 11/17/2014) (Entered: 11/17/2014)
2014-11-18 140 0 Notice of Appearance NOTICE of Appearance by Steven John Mitby (Mitby, Steven) (Filed on 11/18/2014) (Entered: 11/18/2014)
2014-11-25 141 0 Terminate Hearings CLERK'S NOTICE Advancing Time on December 2, 2014 Motion Hearing, advancing time as to 130 MOTION for Sanctions under Fed. R. Civ. P. 11: 12/2/2014 10:00 AM Motion Hearing is advanced to 9:00 AM (SPECIAL SET) in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. ***This is a text only docket entry, there is no document associated with this notice. (ofr, COURT STAFF) (Filed on 11/25/2014) (Entered: 11/25/2014)
2014-11-25 142 0 Order on Motion to Dismiss ORDER GRANTING-IN-PART DEFENDANTS' MOTIONS TO DISMISS by Judge Paul S. Grewal granting 89 ; granting 90 ; granting 91 ; granting-in-part and denying-in-part 93 . (psglc1S, COURT STAFF) (Filed on 11/25/2014) (Entered: 11/25/2014) 2015-04-23 15:02:21 20bdb925a59b3d82a8f41804dfa3e8d65e4abe50
2014-11-25 143 0 Stipulation STIPULATION WITH PROPOSED ORDER TO CONTINUE HEARING ON DEFENDANTS AVIVA USA CORP.S, METROPOLITAN LIFE INS. CO.S, PACIFIC LIFE INSURANCE CO.S, AND WELLMARK INC.S MOTION FOR SANCTIONS UNDER FED. R. CIV. P. RULE 11. filed by XimpleWare, Inc.. (Sargent, Christopher) (Filed on 11/25/2014) (Entered: 11/25/2014) 2015-04-23 15:56:19 53431d5bdcf411b761add81c9b996357bd7eb69a
2014-11-26 144 0 Order on Stipulation STIPULATION AND ORDER TO CONTINUE HEARING ON DEFENDANTS AVIVA USA CORP.'S, METROPOLITAN LIFE INS. CO.'S, PACIFIC LIFE INSURANCE CO.'S AND WELLMARK INC.'S MOTION FOR SANCTIONS UNDER FED. R. CIV. P. RULE 11 by Judge Paul S. Grewal, granting 143 . (ofr, COURT STAFF) (Filed on 11/26/2014) (Entered: 11/26/2014)
2014-12-02 145 0 Terminate Hearings CLERK'S NOTICE Advancing Time on December 9, 2014 Motion Hearing, advancing 130 MOTION for Sanctions under Fed. R. Civ. P. 11. 12/9/2014 10:00 AM Motion Hearing is advanced to 9:00 AM (SPECIAL SET) in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. ***This is a text only docket entry, there is no document associated with this notice.*** (ofr, COURT STAFF) (Filed on 12/2/2014) (Entered: 12/02/2014)
2014-12-02 146 0 Motion to Appear by Telephone REQUEST FOR TELEPHONIC APPEARANCE AT MOTIONS HEARING ON DECEMBER 9, 2014 filed by Ameriprise Financial Services, Inc., Ameriprise Financial, Inc. (Collard, Case) (Filed on 12/2/2014) Text modified on 12/3/2014 (bwS, COURT STAFF). (Entered: 12/02/2014)
2014-12-03 147 0 Order on Motion to Appear by Telephone ORDER GRANTING DEFENDANTS AMERIPRISE FINANCIAL, INC. AND AMERIPRISE FINANCIAL SERVICES, INC.'S REQUEST FOR TELEPHONIC APPEARANCE AT MOTIONS HEARING ON DECEMBER 9, 2014 by Judge Paul S. Grewal, granting 146 . Counsel is instructed to contact CourtCall at 866-582-6878 to arrange for telephonic appearance. (ofr, COURT STAFF) (Filed on 12/3/2014) (Entered: 12/03/2014)
2014-12-08 148 0 Motion to Appear by Telephone MOTION to Appear by Telephone at Motions Hearing on December 9, 2014 filed by Waddell & Reed Financial, Inc.. (Fabre, Ryan) (Filed on 12/8/2014) (Entered: 12/08/2014)
2014-12-08 149 0 Motion to Appear by Telephone MOTION to Appear by Telephone at Motions Hearing on December 9, 2014 filed by United HealthCare Services, Inc.,. (James, Clayton) (Filed on 12/8/2014) (Entered: 12/08/2014)
2014-12-08 150 0 Order on Motion to Appear by Telephone ORDER GRANTING 148 MOTION TO APPEAR BY TELEPHONE entered by Magistrate Judge Paul Singh Grewal. (This is a text-only entry generated by the court. There is no document associated with this entry.) (Entered: 12/08/2014)
2014-12-08 151 0 Order on Motion to Appear by Telephone ORDER GRANTING 149 MOTION TO APPEAR BY TELEPHONE entered by Magistrate Judge Paul Singh Grewal. (This is a text-only entry generated by the court. There is no document associated with this entry.) (Entered: 12/08/2014)
2014-12-09 152 0 Clerk's Notice CLERK'S NOTICE RE TELEPHONIC APPEARANCE AT DECEMBER 9, 2014 MOTION HEARING: Counsel previously approved for telephonic appearance at 12/9/2014 Motion Hearing are instructed to contact CourtCall at 866-582-6878 to arrange for telephonic appearance. ***This is a text only docket entry, there is no document associated with this notice.*** (ofr, COURT STAFF) (Filed on 12/9/2014) (Entered: 12/09/2014)
2014-12-09 153 0 Motion Hearing Minute Entry for proceedings held before Magistrate Judge Paul Singh Grewal: Motion Hearing held on 12/9/2014 re 130 MOTION for Sanctions under Fed. R. Civ. P. 11: The court takes matter under submission; written order to be issued. Court Reporter Name: Summer Fisher. Plaintiff Attorney present: Jack Russo. Defendant Attorney(s) present: Alisa Lipski. Also present (telephonically): Case Collard, Clayton James & Ryan Fabre. This is a text only Minute Entry (ofr, COURT STAFF) (Date Filed: 12/9/2014) (Entered: 12/09/2014)
2014-12-09 154 0 Motion for Leave to File MOTION for Leave to File Third Amended Complaint filed by XimpleWare, Inc.. (Russo, Jack) (Filed on 12/9/2014) (Entered: 12/09/2014)
2014-12-09 155 0 Declaration in Support Declaration of Jack Russo in Support of 154 MOTION for Leave to File Third Amended Complaint filed byXimpleWare, Inc.. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2)(Related document(s) 154 ) (Russo, Jack) (Filed on 12/9/2014) (Entered: 12/09/2014)
2014-12-09 156 0 Request for Judicial Notice Request for Judicial Notice re 154 MOTION for Leave to File Third Amended Complaint filed byXimpleWare, Inc.. (Attachments: # 1 Exhibit 1, # 2 Exhibit 2, # 3 Exhibit 3, # 4 Exhibit 4)(Related document(s) 154 ) (Russo, Jack) (Filed on 12/9/2014) (Entered: 12/09/2014)
2014-12-11 157 0 Transcript Order TRANSCRIPT ORDER by Versata Software, Inc. for Court Reporter Summer Fisher. (Lipski, Alisa) (Filed on 12/11/2014) (Entered: 12/11/2014)
2014-12-11 158 0 Transcript Transcript of Proceedings held on 12/9/14, before Judge Paul S. Grewal. Court Reporter/Transcriber Summer Fisher, Telephone number 408-288-6150 summer_fisher@cand.uscourts.gov. Per General Order No. 59 and Judicial Conference policy, this transcript may be viewed only at the Clerks Office public terminal or may be purchased through the Court Reporter/Transcriber until the deadline for the Release of Transcript Restriction.After that date it may be obtained through PACER. Any Notice of Intent to Request Redaction, if required, is due no later than 5 business days from date of this filing. (Re 157 Transcript Order ) Release of Transcript Restriction set for 3/11/2015. (Related documents(s) 157 ) (Fisher, Summer) (Filed on 12/11/2014) (Entered: 12/11/2014)
2014-12-11 159 0 Transcript Order TRANSCRIPT ORDER by United HealthCare Services, Inc., for Court Reporter Summer Fisher. (James, Clayton) (Filed on 12/11/2014) (Entered: 12/11/2014)
2014-12-12 160 0 Transcript Order TRANSCRIPT ORDER by Waddell & Reed Financial, Inc. for Court Reporter Summer Fisher. (Fabre, Ryan) (Filed on 12/12/2014) (Entered: 12/12/2014)
2014-12-23 161 0 Stipulation STIPULATION WITH PROPOSED ORDER For Extension of Time to File Response in Opposition and Reply to XimpleWare's Motion for Leave to File Third Amended Complaint filed by Ameriprise Financial Services, Inc., Ameriprise Financial, Inc., Aurea Software, Inc., Aviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, Trilogy Development Group, Inc., Versata Software, Inc., Wellmark, Inc.. (Lipski, Alisa) (Filed on 12/23/2014) (Entered: 12/23/2014)
2014-12-23 162 0 Opposition/Response to Motion RESPONSE (re 154 MOTION for Leave to File Third Amended Complaint ) filed byWaddell & Reed Financial, Inc.. (Masters, Robert) (Filed on 12/23/2014) (Entered: 12/23/2014)
2014-12-23 163 0 Opposition/Response to Motion RESPONSE (re 154 MOTION for Leave to File Third Amended Complaint ) filed byUnited HealthCare Services, Inc.,. (Vidmar, Srecko) (Filed on 12/23/2014) (Entered: 12/23/2014)
2014-12-24 164 0 Order on Stipulation ORDER GRANTING STIPULATION by Magistrate Judge Paul Singh Grewal granting 161 . (psglc1S, COURT STAFF) (Filed on 12/24/2014) (Entered: 12/24/2014)
2014-12-30 165 0 Reply to Opposition/Response REPLY (re 154 MOTION for Leave to File Third Amended Complaint ) as to Defendants United Healthcare and Waddell & Reed filed byXimpleWare, Inc.. (Russo, Jack) (Filed on 12/30/2014) (Entered: 12/30/2014)
2015-01-06 166 0 Opposition/Response to Motion RESPONSE (re 154 MOTION for Leave to File Third Amended Complaint ) filed byAurea Software, Inc., Trilogy Development Group, Inc., Versata Software, Inc.. (Attachments: # 1 Exhibit A, # 2 Exhibit B)(Lipski, Alisa) (Filed on 1/6/2015) (Entered: 01/06/2015)
2015-01-06 167 0 Opposition/Response to Motion RESPONSE (re 154 MOTION for Leave to File Third Amended Complaint ) filed byAmeriprise Financial Services, Inc., Ameriprise Financial, Inc.. (Collard, Case) (Filed on 1/6/2015) (Entered: 01/06/2015)
2015-01-06 168 0 Opposition/Response to Motion RESPONSE (re 154 MOTION for Leave to File Third Amended Complaint ) filed byAviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, Wellmark, Inc.. (Lipski, Alisa) (Filed on 1/6/2015) (Entered: 01/06/2015)
2015-01-13 169 0 Reply to Opposition/Response REPLY (re 154 MOTION for Leave to File Third Amended Complaint ) filed byXimpleWare, Inc.. (Russo, Jack) (Filed on 1/13/2015) (Entered: 01/13/2015)
2015-01-23 170 0 Clerk's Notice CLERK'S NOTICE ADVANCING TIME ON JANUARY 27, 2015 MOTION HEARING, advancing time as to 154 MOTION for Leave to File Third Amended Complaint: 1/27/2015 10:00 AM Motion Hearing is advanced to 9:00 AM (SPECIAL SET) in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. ***This is a text only docket entry, there is no document associated with this notice.*** (ofr, COURT STAFF) (Filed on 1/23/2015) (Entered: 01/23/2015)
2015-01-26 171 0 Motion to Appear by Telephone MOTION to Appear by Telephone filed by Ameriprise Financial Services, Inc., Ameriprise Financial, Inc.. (Collard, Case) (Filed on 1/26/2015) (Entered: 01/26/2015)
2015-01-26 172 0 Motion to Appear by Telephone MOTION to Appear by Telephone for Amir H. Alavi filed by Aurea Software, Inc., Trilogy Development Group, Inc., Versata Software, Inc.. (Alavi, Amir) (Filed on 1/26/2015) (Entered: 01/26/2015)
2015-01-26 173 0 Order on Motion to Appear by Telephone ORDER GRANTING DEFENDANTS AMERIPRISE FINANCIAL, INC. AND AMERIPRISE FINANCIAL SERVICES, INC.'S REQUEST FOR TELEPHONIC APPEARANCE AT MOTION HEARING ON JANUARY 27, 2015 by Judge Paul S. Grewal, granting 171 . Counsel is instructed to contact CourtCall at 866-582-6878 to arrange for telephonic appearance. (ofr, COURT STAFF) (Filed on 1/26/2015) (Entered: 01/26/2015)
2015-01-26 174 0 Order on Motion to Appear by Telephone ORDER GRANTING DEFENDANTS VERSATA SOFTWARE, INC. F/K/A TRILOGY SOFTWARE, INC.; TRILOGY DEVELOPMENT GROUP, INC. AND AUREA SOFTWARE, INC. A/K/A AUREA, INC.'S REQUEST TO APPEAR TELEPHONICALY AT MOTION HEARING ON JANUARY 27, 2015 by Judge Paul S. Grewal, granting 172 . Counsel is instructed to contact CourtCall at 866-582-6878 to arrange for telephonic appearance. (ofr, COURT STAFF) (Filed on 1/26/2015) (Entered: 01/26/2015)
2015-01-27 175 0 Motion Hearing Minute Entry for proceedings held before Magistrate Judge Paul Singh Grewal: Motion Hearing held on 1/27/2015 re 154 MOTION for Leave to File Third Amended Complaint. The court takes matter under submission; written order to be issued. Court Reporter: Lee-Anne Shortridge. Plaintiff Attorney present: Jack Russo. Defendant Attorney(s) present: Alisa Lipski, Robert Masters & Clayton James. Also present: Case Collard, telephonically. This is a text only Minute Entry. (ofr, COURT STAFF) (Date Filed: 1/27/2015) (Entered: 01/27/2015)
2015-01-28 176 0 Transcript Order TRANSCRIPT ORDER by United HealthCare Services, Inc., for Court Reporter Lee-Anne Shortridge. (James, Clayton) (Filed on 1/28/2015) (Entered: 01/28/2015)
2015-01-28 177 0 Transcript Order TRANSCRIPT ORDER by Versata Software, Inc. for Court Reporter Lee-Anne Shortridge. (Lipski, Alisa) (Filed on 1/28/2015) (Entered: 01/28/2015)
2015-01-29 178 0 Transcript Order TRANSCRIPT ORDER by Waddell & Reed Financial, Inc. for Court Reporter Lee-Anne Shortridge. (Fabre, Ryan) (Filed on 1/29/2015) (Entered: 01/29/2015)
2015-02-04 179 0 Transcript Transcript of Proceedings held on 1-27-15, before Judge Paul S. Grewal. Court Reporter/Transcriber Lee-Anne Shortridge, Telephone number 408-287-4580 email: lee-anne_shortridge@cand.uscourts.gov. Per General Order No. 59 and Judicial Conference policy, this transcript may be viewed only at the Clerks Office public terminal or may be purchased through the Court Reporter/Transcriber until the deadline for the Release of Transcript Restriction.After that date it may be obtained through PACER. Any Notice of Intent to Request Redaction, if required, is due no later than 5 business days from date of this filing. (Re 176 Transcript Order ) Release of Transcript Restriction set for 5/5/2015. (Related documents(s) 176 ) (las, ) (Filed on 2/4/2015) (Entered: 02/04/2015)
179 175
2015-02-10 180 0 Notice (Other) NOTICE by XimpleWare, Inc. of Settlement (Russo, Jack) (Filed on 2/10/2015) (Entered: 02/10/2015) 2015-02-18 10:43:57 0368cce784c21ed3ca1d97e69d4e93ece40a5192
2015-02-11 181 0 Order on Motion for Sanctions ORDER DENYING MOTIONS FOR SANCTIONS AND FOR LEAVE TO FILE THIRD AMENDED COMPLAINT by Judge Paul S. Grewal denying 130 ; denying 154 . (psglc1S, COURT STAFF) (Filed on 2/11/2015) (Entered: 02/11/2015) 2015-02-18 10:48:13 4af2b4cff3e2697979a53056ac11124bc3d37781
2015-02-11 182 0 Clerk's Notice CLERK'S NOTICE RESETTING STATUS CONFERENCE: 3/10/2015 Status Conference is reset to 3/17/2015 at 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. ***This is a text only docket entry, there is no document associated with this notice.*** (ofr, COURT STAFF) (Filed on 2/11/2015) (Entered: 02/11/2015)
2015-03-13 183 0 Stipulation STIPULATION WITH PROPOSED ORDER to Continue Status Conference Currently Scheduled for March 17, 2015 filed by United HealthCare Services, Inc.,. (Attachments: # 1 Declaration, # 2 Proposed Order)(James, Clayton) (Filed on 3/13/2015) (Entered: 03/13/2015)
2015-03-16 184 0 Order on Stipulation ORDER GRANTING STIPULATION by Magistrate Judge Paul Singh Grewal granting 183 . (psglc1S, COURT STAFF) (Filed on 3/16/2015) (Entered: 03/16/2015) 2015-04-23 14:44:01 c94dc3d76d26461d90555302de3439df6e8c56de
2015-03-16 185 0 Clerk's Notice CLERK'S NOTICE RESETTING MARCH 17, 2015 STATUS CONFERENCE: 3/17/2015 Status Conference is reset to 4/21/2015 at 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. ***This is a text only docket entry, there is no document associated with this notice.*** (ofr, COURT STAFF) (Filed on 3/16/2015) (Entered: 03/16/2015)
2015-04-10 186 0 Clerk's Notice CLERK'S NOTICE RESETTING APRIL 21, 2015 STATUS CONFERENCE: 4/21/2015 Status Conference is reset to 4/23/2015 at 10:00 AM (SPECIAL SET) in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. ***This is a text only docket entry, there is no document associated with this notice.*** (ofr, COURT STAFF) (Filed on 4/10/2015) (Entered: 04/10/2015)
2015-04-17 187 0 Motion to Appear by Telephone MOTION to Appear by Telephone at Status Conference on April 23, 2015 filed by United HealthCare Services, Inc.,. (James, Clayton) (Filed on 4/17/2015) (Entered: 04/17/2015)
2015-04-17 188 0 Order on Motion to Appear by Telephone ORDER GRANTING DEFENDANT UNITED HEALTHCARE SERVICES, INC.'S REQUEST FOR TELEPHONIC APPEARANCE AT STATUS CONFERENCE ON APRIL 23, 2015 by Judge Paul S. Grewal, granting 187 . Counsel is instructed to contact CourtCall at 866-582-6878 to arrange for telephonic appearance. (ofr, COURT STAFF) (Filed on 4/17/2015) (Entered: 04/17/2015)
2015-04-22 189 0 Stipulation STIPULATION WITH PROPOSED ORDER re 186 Clerk's Notice, Joint Stipulation to Continue Status Conference filed by Versata Software, Inc.. (Attachments: # 1 Declaration of Steven Mitby, # 2 Proposed Order)(Mitby, Steven) (Filed on 4/22/2015) (Entered: 04/22/2015)
189 1 Declaration of Steven Mitby 2015-04-23 14:47:42 2a4eca6900ca8ec59d45e79085f456b269626b51
189 2 Proposed Order
2015-04-22 190 0 Motion to Appear by Telephone MOTION to Appear by Telephone Steven J. Mitby filed by Versata Software, Inc.. (Mitby, Steven) (Filed on 4/22/2015) (Entered: 04/22/2015)
2015-04-22 191 0 Order on Stipulation ORDER GRANTING JOINT STIPULATION TO CONTINUE STATUS CONFERENCE by Judge Paul S. Grewal, granting 189 . (ofr, COURT STAFF) (Filed on 4/22/2015) (Entered: 04/22/2015)
2015-04-22 192 0 Motion to Appear by Telephone MOTION to Appear by Telephone filed by Waddell & Reed Financial, Inc.. (Masters, Robert) (Filed on 4/22/2015) (Entered: 04/22/2015)
2015-05-26 193 0 MOTION to Appear by Telephone at Status Conference on June 2, 2015 filed by United HealthCare Services, Inc.,. (James, Clayton) (Filed on 5/26/2015) (Entered: 05/26/2015)
2015-05-26 194 0 ORDER GRANTING DEFENDANT UNITED HEALTHCARE SERVICES, INC.'S REQUEST FOR TELEPHONIC APPEARANCE AT STATUS CONFERENCE ON JUNE 2, 2015 by Judge Paul S. Grewal, granting 193 . Counsel is instructed to contact CourtCall at 866-582-6878 to arrange for telephonic appearance. (ofr, COURT STAFF) (Filed on 5/26/2015) (Entered: 05/26/2015)
2015-05-27 195 0 MOTION to Appear by Telephone filed by Waddell & Reed Financial, Inc.. (Masters, Robert) (Filed on 5/27/2015) (Entered: 05/27/2015)
2015-05-27 196 0 ORDER GRANTING DEFENDANT WADDELL & REED FINANCIAL, INC.'S REQUEST FOR TELEPHONIC APPEARANCE AT THE STATUS CONFERENCE SCHEDULED FOR JUNE 2, 2015 by Judge Paul S. Grewal, granting 195 . Counsel is instructed to contact CourtCall at 866-582-6878 to arrange for telephonic appearance. (ofr, COURT STAFF) (Filed on 5/27/2015) (Entered: 05/27/2015)
2015-05-29 197 0 CLERK'S NOTICE RESETTING JUNE 2, 2015 STATUS CONFERENCE: 6/2/2015 Status Conference is reset to 6/3/2015 at 4:00 PM (SPECIAL SET) in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. (This is a text-only entry generated by the court. There is no document associated with this entry.) (ofr, COURT STAFF) (Filed on 5/29/2015) (Entered: 05/29/2015)
2015-06-02 198 0 MOTION to Appear by Telephone filed by Aurea Software, Inc., Trilogy Development Group, Inc., Versata Software, Inc.. (Lipski, Alisa) (Filed on 6/2/2015) (Entered: 06/02/2015)
2015-06-02 199 0 ORDER GRANTING DEFENDANTS VERSATA SOFTWARE, INC. F/K/A TRILOGY SOFTWARE, INC.; TRILOGY DEVELOPMENT GROUP, INC. AND AUREA SOFTWARE, INC. A/K/A AUREA, INC.'S REQUEST FOR TELEPHONIC APPEARANCE AT THE STATUS CONFERENCE SCHEDULED FOR JUNE 3, 2015 by Judge Paul S. Grewal, granting 198 . Counsel is instructed to contact CourtCall at 866-582-6878 to arrange for telephonic appearance. (ofr, COURT STAFF) (Filed on 6/2/2015) (Entered: 06/02/2015)
2015-06-03 200 0 MOTION to Appear by Telephone filed by XimpleWare, Inc.. (Russo, Jack) (Filed on 6/3/2015) (Entered: 06/03/2015)
2015-06-03 201 0 ORDER GRANTING PLAINTIFF XIMPLEWARE'S REQUEST FOR TELEPHONIC APPEARANCE AT JUNE 3, 2015 STATUS CONFERENCE by Judge Paul S. Grewal, granting 200 . Counsel is instructed to contact CourtCall at 866-582-6878 to arrange for telephonic appearance. (ofr, COURT STAFF) (Filed on 6/3/2015) (Entered: 06/03/2015)
2015-06-03 202 0 STIPULATION WITH PROPOSED ORDER Joint Stipulation For Dismissal With Prejudice filed by Ameriprise Financial Services, Inc., Ameriprise Financial, Inc., Aurea Software, Inc., Aviva USA Corporation, Metropolitan Life Insurance Company, Pacific Life Insurance Company, Trilogy Development Group, Inc., United HealthCare Services, Inc.,, Versata Software, Inc., Wellmark, Inc.. (Foster, Benjamin) (Filed on 6/3/2015) (Entered: 06/03/2015)
2015-06-03 203 0 Minute Entry for proceedings held before Magistrate Judge Paul Singh Grewal: Status Conference held on 6/3/2015. Stipulation for dismissal as to all defendants excluding Defendant Waddell & Reed recently filed. Stipulated dismissal as to Defendant Waddell & Reed expected to be submitted by 6/5/2015. Status as to dismissal of Defendant Waddell & Reed set for 6/23/2015 at 10:00 AM in Courtroom 5, 4th Floor, San Jose before Magistrate Judge Paul Singh Grewal. *Parties are approved for telephonic appearance.*Counsel requesting to appear telephonically are instructed to contact CourtCall at 866-582-6878 to arrange for telephonic appearance. FTR Time (4:19 to 4:22). Plaintiff Attorney present (telephonically): Jack Russo. Defendant Attorney(s) present (telephonically): Alisa Lipski, Clayton James and Robert Masters. This is a text only Minute Entry. (ofr, COURT STAFF) (Date Filed: 6/3/2015) (Entered: 06/03/2015)
2015-06-10 204 0 ORDER GRANTING 202 STIPULATION entered by Magistrate Judge Paul Singh Grewal. (This is a text-only entry generated by the court. There is no document associated with this entry.) (Entered: 06/10/2015)
2015-06-19 205 0 STIPULATION WITH PROPOSED ORDER Joint Stipulation for Dismissal with Prejudice filed by Waddell & Reed Financial, Inc.. (Masters, Robert) (Filed on 6/19/2015) (Entered: 06/19/2015)
2015-06-22 206 0 ORDER GRANTING JOINT STIPULATION FOR DISMISSAL WITH PREJUDICE by Magistrate Judge Paul Singh Grewal granting 205 . (psglc1S, COURT STAFF) (Filed on 6/22/2015) (Entered: 06/22/2015)
2015-06-22 207 0 CLERK'S NOTICE VACATING STATUS CONFERENCE: 6/23/2015 10:00 AM Status Conference is hereby vacated. (This is a text-only entry generated by the court. There is no document associated with this entry.) (ofr, COURT STAFF) (Filed on 6/22/2015) (Entered: 06/22/2015)