McKinney v. Morgan Stanley et al

Filing 58

ORDER : IT IS HEREBY ORDERED that not later than Wednesday, March 12, 2025, Mr. Bertonis, the parties in McKinney, and the proposed intervenor plaintiff in McKinney must file a joint letter indicating how they believe the two cases should proceed, including whether they believe Bertonis and McKinney should be consolidated. The letter must not exceed 1,500 words. SO ORDERED. (Signed by Judge Valerie E. Caproni on 3/5/2025) (jjc)

UNITED STATES DISTRICT COURT
SOUTHERN DISTRICT OF NEW YORK
-------------------------------------------------------------- X
JAMES BERTONIS, individually and on behalf of :
all others similarly situated
:
:
Plaintiff,
:
:
-against:
:
MORGAN STANLEY, MORGAN STANLEY
:
SMITH BARNEY LLC, and E*TRADE
:
:
SECURITIES LLC
:
Defendants.
:
-------------------------------------------------------------- X
MARK E. MCKINNEY and NEAL GAGNER,
:
individually and on behalf of all others similarly
:
situated,
:
:
Plaintiffs,
:
:
-against:
:
MORGAN STANLEY, MORGAN STANLEY
:
SMITH BARNEY LLC, and E*TRADE
:
SECURITIES LLC
:
:
Defendants.
:
-------------------------------------------------------------- X

25-CV-1598 (VEC)

24-CV-8860 (VEC)

VALERIE CAPRONI, United States District Judge:
WHEREAS on February 25, 2025, Plaintiff James Bertonis filed a Complaint Bertonis v.
Morgan Stanley et al., No. 25-CV-1598 (“Bertonis”), as well as statements of relatedness
pertaining to two other cases assigned to the Undersigned: Estate of Bernard J. Sherlip v.
Morgan Stanley et al., No. 24-CV-4571, and McKinney v. Morgan Stanley et al., No. 24-CV8860 (“McKinney”);
WHEREAS Bertonis and McKinney involve the same defendants, the same plaintiffs’
counsel, and some of the same allegations; and

WHEREAS on March 4, 2025, Bertonis was assigned to the Undersigned.
IT IS HEREBY ORDERED that not later than Wednesday, March 12, 2025, Mr.
Bertonis, the parties in McKinney, and the proposed intervenor plaintiff in McKinney must file a
joint letter indicating how they believe the two cases should proceed, including whether they
believe Bertonis and McKinney should be consolidated. The letter must not exceed 1,500
words.

SO ORDERED.
________________________
VALERIE CAPRONI
United States District Judge

Date: March 5, 2025
New York, New York

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