Shafer v. Morgan Stanley
ca2 · 24-3141
Why this case is on jain.com
We follow this case because it names a company we track, although that company is not a party:
- CleanSpark: its name “CleanSpark, Inc.” appears in a filing in this case.
…about arbitrability to an arbitrator. See CleanSpark, Inc. V. Discover Growth Fund, LLC, 485 F. Supp…
Parties
| Party | Role / type | Attorneys |
|---|---|---|
| THE ERISA INDUSTRY COMMITTEE | Amicus Curiae | |
| CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA | Amicus Curiae | |
| SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION | Amicus Curiae | , , |
| SOCIETY FOR HUMAN RESOURCE MANAGEMENT | Amicus Curiae | , , |
| AMERICAN BENEFITS COUNCIL | Amicus Curiae | , , |
| JOHN/JANE DOES, 1-20 | Defendant | |
| JEFFREY SAMSEN | Plaintiff - Appellee-Cross-Appellant | , , , , , , , |
| PETER HEIDT | Plaintiff - Appellee-Cross-Appellant | , , , , , , , |
| JEFFREY SHERESKY | Plaintiff - Appellee-Cross-Appellant | , , , , , , , |
| SHERI HAUGABOOK | Plaintiff - Appellee-Cross-Appellant | , , , , , , , |
| STEVE NADLER | Plaintiff - Appellee-Cross-Appellant | , , , , , , , |
| SANDY JUKEL | Plaintiff - Appellee-Cross-Appellant | , , , , , , , |
| MARK LOFTUS | Plaintiff - Appellee-Cross-Appellant | , , , , , , , |
| JEFFREY SHOVER | Plaintiff - Appellee-Cross-Appellant | , , , , , , , |
| GEORGE LIVANOS | Plaintiff - Appellee-Cross-Appellant | , , , , , , , |
| STEVE SHERESKY | Plaintiff - Appellee-Cross-Appellant | , , , , , , , |
| MACE TAMSE | Plaintiff - Appellee-Cross-Appellant | , , , , , , , |
| MATTHEW T. SHAFER, individually and on behalf of all others similarly situated | Plaintiff - Appellee-Cross-Appellant | , , , , , , , |
| MORGAN STANLEY COMPENSATION MANAGEMENT DEVELOPMENT AND SUCCESSION COMMITTEE | Defendant - Appellant-Cross-Appellee | , , , , |
| MORGAN STANLEY SMITH BARNEY LLC | Defendant - Appellant-Cross-Appellee | , , , , |
| MORGAN STANLEY | party |
Docket entries showing 20 of https://www.courtlistener.com/api/rest/v4/docket-entries/?count=on&docket=69476139&page_size=40
#99 · 2025-05-27
NOTICE OF HEARING DATE ACKNOWLEDGMENT, on behalf of Appellant-Cross-Appellee Morgan Stanley, Appellant-Cross-Appellee Morgan Stanley Smith Barney LLC, Appellant-Cross-Appellee Morgan Stanley Compensation Management Development and Succession Committee, FILED. [Entered: 05/27/2025 02:34 PM]
#98 · 2025-05-21
NOTICE OF HEARING DATE ACKNOWLEDGMENT, on behalf of Appellee-Cross-Appellant Matthew T. Shafer, Appellee-Cross-Appellant Mace Tamse, Appellee-Cross-Appellant Steve Sheresky, Appellee-Cross-Appellant George Livanos, Appellee-Cross-Appellant Jeffrey Shover, Appellee-Cross-Appellant Mark Loftus, Appellee-Cross-Appellant Sandy Jukel, Appellee-Cross-Appellant Steve Nadler, Appellee-Cross-Appellant Sheri Haugabook, Appellee-Cross-Appellant Jeffrey Sheresky, Appellee-Cross-Appellant Peter Heidt, Appellee-Cross-Appellant Jeffrey Samsen, FILED. [Entered: 05/21/2025 10:19 AM]
#97 · 2025-05-20
ARGUMENT NOTICE, to attorneys/parties, TRANSMITTED. [24-3141, 24-3271] [Entered: 05/20/2025 04:08 PM]
#96 · 2025-05-13
ATTORNEY, Douglas P. Needham for Appellee-Cross-Appellant George Livanos, Appellee-Cross-Appellant Jeffrey Samsen, Appellee-Cross-Appellant Jeffrey Sheresky, Appellee-Cross-Appellant Jeffrey Shover, Appellee-Cross-Appellant Mace Tamse, Appellee-Cross-Appellant Mark Loftus, Appellee-Cross-Appellant Matthew T. Shafer, Appellee-Cross-Appellant Peter Heidt, Appellee-Cross-Appellant Sandy Jukel, Appellee-Cross-Appellant Sheri Haugabook, Appellee-Cross-Appellant Steve Nadler, Appellee-Cross-Appellant Steve Sheresky, ADDED. [Entered: 05/13/2025 12:04 PM]
#95 · 2025-05-13
NOTICE OF APPEARANCE AS SUBSTITUTE COUNSEL/ADDITIONAL COUNSEL, on behalf of George Livanos, Jeffrey Samsen, Jeffrey Sheresky, Jeffrey Shover, Mace Tamse, Mark Loftus, Matthew T. Shafer, Peter Heidt, Sandy Jukel, Sheri Haugabook, Steve Nadler, Steve Sheresky, FILED. [Entered: 05/13/2025 11:52 AM]
#94 · 2025-05-09
CASE CALENDARING, for argument on: 6/10/2025, SET. [24-3141, 24-3271] [Entered: 05/09/2025 05:57 PM]
#93 · 2025-05-01
CASE CALENDARING, for the week of 06/09/2025, PROPOSED. [24-3141, 24-3271] [Entered: 05/01/2025 05:18 PM] [Edited: 05/01/2025 05:22 PM]
#91 · 2025-04-24
ORAL ARGUMENT STATEMENT LR 34.1 (a), on behalf of Appellee-Cross-Appellant Matthew T. Shafer, Appellee-Cross-Appellant Mace Tamse, Appellee-Cross-Appellant Steve Sheresky, Appellee-Cross-Appellant George Livanos, Appellee-Cross-Appellant Jeffrey Shover, Appellee-Cross-Appellant Mark Loftus, Appellee-Cross-Appellant Sandy Jukel, Appellee-Cross-Appellant Steve Nadler, Appellee-Cross-Appellant Sheri Haugabook, Appellee-Cross-Appellant Jeffrey Sheresky, Appellee-Cross-Appellant Peter Heidt, Appellee-Cross-Appellant Jeffrey Samsen, FILED. Service date 04/24/2025 by ACMS. [Entered: 04/24/2025 02:59
#92 · 2025-04-24
ORAL ARGUMENT STATEMENT LR 34.1 (a), on behalf of Appellant-Cross-Appellee Morgan Stanley, Appellant-Cross-Appellee Morgan Stanley Smith Barney LLC, FILED. Service date 04/24/2025 by ACMS. [Entered: 04/24/2025 04:01 PM]
#90 · 2025-04-14
REPLY BRIEF, on behalf of Appellee-Cross-Appellant Matthew T. Shafer, Appellee-Cross-Appellant Mace Tamse, Appellee-Cross-Appellant Steve Sheresky, Appellee-Cross-Appellant George Livanos, Appellee-Cross-Appellant Jeffrey Shover, Appellee-Cross-Appellant Mark Loftus, Appellee-Cross-Appellant Sandy Jukel, Appellee-Cross-Appellant Steve Nadler, Appellee-Cross-Appellant Sheri Haugabook, Appellee-Cross-Appellant Jeffrey Sheresky, Appellee-Cross-Appellant Peter Heidt, Appellee-Cross-Appellant Jeffrey Samsen, FILED. Service date 04/14/2025 by ACMS. [Entered: 04/14/2025 11:55 AM]
#89 · 2025-03-24
REPLY BRIEF, on behalf of Appellant-Cross-Appellee Morgan Stanley, Appellant-Cross-Appellee Morgan Stanley Smith Barney LLC, Appellant-Cross-Appellee Morgan Stanley Compensation Management Development and Succession Committee, FILED. Service date 03/24/2025 by ACMS. [Entered: 03/24/2025 02:54 PM]
#88 · 2025-02-26
CURED DEFECTIVE DOCUMENT, Brief, Supplemental appendix, at entry 86, 87, on behalf of Appellee-Cross-Appellant Matthew T. Shafer, Appellee-Cross-Appellant Mace Tamse, Appellee-Cross-Appellant Steve Sheresky, Appellee-Cross-Appellant George Livanos, Appellee-Cross-Appellant Jeffrey Shover, Appellee-Cross-Appellant Mark Loftus, Appellee-Cross-Appellant Sandy Jukel, Appellee-Cross-Appellant Steve Nadler, Appellee-Cross-Appellant Sheri Haugabook, Appellee-Cross-Appellant Jeffrey Sheresky, Appellee-Cross-Appellant Peter Heidt, Appellee-Cross-Appellant Jeffrey Samsen, FILED. [Entered: 02/26/2025 11:
#87 · 2025-02-24
BRIEF, on behalf of Appellee-Cross-Appellant Matthew T. Shafer, Appellee-Cross-Appellant Mace Tamse, Appellee-Cross-Appellant Steve Sheresky, Appellee-Cross-Appellant George Livanos, Appellee-Cross-Appellant Jeffrey Shover, Appellee-Cross-Appellant Mark Loftus, Appellee-Cross-Appellant Sandy Jukel, Appellee-Cross-Appellant Steve Nadler, Appellee-Cross-Appellant Sheri Haugabook, Appellee-Cross-Appellant Jeffrey Sheresky, Appellee-Cross-Appellant Peter Heidt, Appellee-Cross-Appellant Jeffrey Samsen, FILED. Service date 02/21/2025 by ACMS. [Entered: 02/24/2025 06:29 PM]
#85 · 2025-02-24
DEFECTIVE DOCUMENT, BRIEF and SUPPLEMENTAL APPENDIX, at docket entry 83, 84 on behalf of Appellee-Cross-Appellant Matthew T. Shafer, Appellee-Cross-Appellant Mace Tamse, Appellee-Cross-Appellant Steve Sheresky, Appellee-Cross-Appellant George Livanos, Appellee-Cross-Appellant Jeffrey Shover, Appellee-Cross-Appellant Mark Loftus, Appellee-Cross-Appellant Sandy Jukel, Appellee-Cross-Appellant Steve Nadler, Appellee-Cross-Appellant Sheri Haugabook, Appellee-Cross-Appellant Jeffrey Sheresky, Appellee-Cross-Appellant Peter Heidt, Appellee-Cross-Appellant Jeffrey Samsen, FILED. [Entered: 02/24/2025
#86 · 2025-02-24
SUPPLEMENTAL APPENDIX, on behalf of Appellee-Cross-Appellant Matthew T. Shafer, Appellee-Cross-Appellant Mace Tamse, Appellee-Cross-Appellant Steve Sheresky, Appellee-Cross-Appellant George Livanos, Appellee-Cross-Appellant Jeffrey Shover, Appellee-Cross-Appellant Mark Loftus, Appellee-Cross-Appellant Sandy Jukel, Appellee-Cross-Appellant Steve Nadler, Appellee-Cross-Appellant Sheri Haugabook, Appellee-Cross-Appellant Jeffrey Sheresky, Appellee-Cross-Appellant Peter Heidt, Appellee-Cross-Appellant Jeffrey Samsen, FILED. [Entered: 02/24/2025 06:28 PM]
#84 · 2025-02-21
BRIEF, on behalf of Appellee-Cross-Appellant Matthew T. Shafer, Appellee-Cross-Appellant Mace Tamse, Appellee-Cross-Appellant Steve Sheresky, Appellee-Cross-Appellant George Livanos, Appellee-Cross-Appellant Jeffrey Shover, Appellee-Cross-Appellant Mark Loftus, Appellee-Cross-Appellant Sandy Jukel, Appellee-Cross-Appellant Steve Nadler, Appellee-Cross-Appellant Sheri Haugabook, Appellee-Cross-Appellant Jeffrey Sheresky, Appellee-Cross-Appellant Peter Heidt, Appellee-Cross-Appellant Jeffrey Samsen, FILED. Service date 02/21/2025 by ACMS. [Entered: 02/21/2025 05:10 PM]
#83 · 2025-02-21
SUPPLEMENTAL APPENDIX, on behalf of Appellee-Cross-Appellant Matthew T. Shafer, Appellee-Cross-Appellant Mace Tamse, Appellee-Cross-Appellant Steve Sheresky, Appellee-Cross-Appellant George Livanos, Appellee-Cross-Appellant Jeffrey Shover, Appellee-Cross-Appellant Mark Loftus, Appellee-Cross-Appellant Sandy Jukel, Appellee-Cross-Appellant Steve Nadler, Appellee-Cross-Appellant Sheri Haugabook, Appellee-Cross-Appellant Jeffrey Sheresky, Appellee-Cross-Appellant Peter Heidt, Appellee-Cross-Appellant Jeffrey Samsen, FILED. [Entered: 02/21/2025 05:02 PM]
#82 · 2025-02-10
CAMP ORDER, The Court’s Order dated January 31, 2025 scheduling a mediation with the Civil Appeals Mediation Program (“CAMP”) for February 12, 2025 is hereby VACATED, ENTERED. [24-3141, 24-3271] [Entered: 02/10/2025 03:06 PM]
#81 · 2025-02-05
ATTORNEY, Alexander Reed for Appellant-Cross-Appellee Morgan Stanley, Appellant-Cross-Appellee Morgan Stanley Compensation Management Development and Succession Committee, Appellant-Cross-Appellee Morgan Stanley Smith Barney LLC, ADDED. [Entered: 02/05/2025 03:41 PM]
#80 · 2025-02-05
NOTICE OF APPEARANCE AS SUBSTITUTE COUNSEL/ADDITIONAL COUNSEL, on behalf of Morgan Stanley, Morgan Stanley Compensation Management Development and Succession Committee, Morgan Stanley Smith Barney LLC, FILED. [Entered: 02/05/2025 03:04 PM]