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Home Court filings Agent Fee Litigation Exhibit A- Chart of Defendants in Cases — Agent Fee Litigation (Dkt. 166.1)

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Exhibit A- Chart of Defendants in Cases — Agent Fee Litigation (Dkt. 166.1)

Summary

Exhibit A, a Chart of Defendants in Cases, filed June 17, 2020 as Document 166-1 in MDL No. 2950. The 7-page chart, current through June 14, 2020, lists bank and lender defendants in rows and marks which PPP Agent Fee cases on the movant's Schedule of Actions name each one, with a count per defendant. Bank of America Corp. and Bank of America N.A. are marked in 6 cases, JP Morgan Chase Bank and Wells Fargo in 3 cases each, and City National Bank and U.S. Bancorp in 2 cases each; most other listed lenders appear in one case. A closing note states that the chart consolidates holding companies and banks in one entry and reflects only defendants still involved after voluntary dismissals.

Summary drafted by a model from the document's text below and checked by script against that text before publication. It is a navigation aid, not a reading of what the document proves. Where AI is used

Full text

Case MDL No. 2950   Document 166-1   Filed 06/17/20   Page 1 of 7




                    EXHIBIT A
                     Case MDL No. 2950              Document 166-1               Filed 06/17/20               Page 2 of 7
                                                        Chart of Defendants in Cases
                                                       (Current through June 14, 2020)


                                                                                                       Leigh,
                                                   America                                             King,
                                Alliant  America n Video Brunner        David    Hallocks              Norton                        Sport &
                                                                                                                  Panda    Panda
                      A.D.      CPA      n Video Duplicati Accounti     Lowry,   hannon,    ImpAcct, &                               Wheat,
                                                                                                                  Accounti Group,
                      Sims,     Group,   Duplicati ng, Inc., ng         CPA,     PC v.      LLC v.     Underw                        CPA, PA
                                                                                                                  ng LLC PC v.
                      LLC v,    LLC v.   ng, Inc. Tush       Group v.   Ltd. V.  Citizens   JP         ood,                          v.
            No. of                                                                                                v.       Bank of
Bank                  Wintrust Bank of v. City     Law and Silicon      U.S.     &Northe    Morgan LLC v.                            ServisFir
            Cases                                                                                                 Academy America
                      Bank, et America National Hahn v. Valley          Bancorp. rn Corp.   Chase & Regions                          st Bank,
                                                                                                                  Bank et Corp. et
                      al. (N.D. Corp. et Bank et Citibank, Bank         et al.   et al.     Co. et al. Financi                       Inc. et al.
                                                                                                                  al. (D.  al. (D.
                      Ill.)     al (N.D. al. (C.D. N.A. et   (C.D.      (S.D.    (W.D.      (D. Colo.) al Corp.                      (N.D.
                                                                                                                  Ariz.)   Utah)
                                Ga.)     Cal.)     al. (C.D. Cal.)      Ohio)    Pa)                                                 Fla.)
                                                                                                       et al.
                                                   Cal.)
                                                                                                      (N.D.
                                                                                                      Al.)

Academy
Bank,          1                                                                                                     X
N.A.
Ameris
               1                   X
Bank
Bank of
America
Corp.
and Bank       6         X         X                  X                             X           X                             X
of
America
N.A.
Bank of
Oklahom
a, N.A. ;
               1                                                                                X
BOK
Financial
Corp.
Bank
               1                   X
OZK

BSD
Capital,
LLC            1                             X
d/b/a
Lendistry

Cadence
Bank,
N.A.;
               1                   X
Cadence
Bancorp
oration

Centersta
te Bank,
N.A.;
               1                   X
Centersta
te Bank
Corp.

Citibank,
N.A.;Citi      1                                      X
group




9065018.2
                     Case MDL No. 2950              Document 166-1               Filed 06/17/20               Page 3 of 7
                                                        Chart of Defendants in Cases
                                                       (Current through June 14, 2020)


                                                                                                       Leigh,
                                                   America                                             King,
                                Alliant  America n Video Brunner        David    Hallocks              Norton                        Sport &
                                                                                                                  Panda    Panda
                      A.D.      CPA      n Video Duplicati Accounti     Lowry,   hannon,    ImpAcct, &                               Wheat,
                                                                                                                  Accounti Group,
                      Sims,     Group,   Duplicati ng, Inc., ng         CPA,     PC v.      LLC v.     Underw                        CPA, PA
                                                                                                                  ng LLC PC v.
                      LLC v,    LLC v.   ng, Inc. Tush       Group v.   Ltd. V.  Citizens   JP         ood,                          v.
            No. of                                                                                                v.       Bank of
Bank                  Wintrust Bank of v. City     Law and Silicon      U.S.     &Northe    Morgan LLC v.                            ServisFir
            Cases                                                                                                 Academy America
                      Bank, et America National Hahn v. Valley          Bancorp. rn Corp.   Chase & Regions                          st Bank,
                                                                                                                  Bank et Corp. et
                      al. (N.D. Corp. et Bank et Citibank, Bank         et al.   et al.     Co. et al. Financi                       Inc. et al.
                                                                                                                  al. (D.  al. (D.
                      Ill.)     al (N.D. al. (C.D. N.A. et   (C.D.      (S.D.    (W.D.      (D. Colo.) al Corp.                      (N.D.
                                                                                                                  Ariz.)   Utah)
                                Ga.)     Cal.)     al. (C.D. Cal.)      Ohio)    Pa)                                                 Fla.)
                                                                                                       et al.
                                                   Cal.)
                                                                                                      (N.D.
                                                                                                      Al.)

Citizens
&
Northern
Bank;
               1                                                                    X
Citizens
&
Northern
Corp.
City
National       2                             X                  X
Bank
Cross
River
               1         X
Bank,
Inc.
Fifth
Third
Bancorp;
               1                                                           X
Fifth
Third
Bank

First
Financial
Bancorp;
               1                                                           X
First
Financial
Bank

First
National
Bank of        1                                                                    X
Pennsylv
ania
First
National
Commun
               1                                                                    X
ity Bank;
FNCB
Bancorp
FNB
               1                                                                    X
Corp.
Harvest
Small
               1                                      X
Business
Finance




9065018.2
                     Case MDL No. 2950              Document 166-1               Filed 06/17/20               Page 4 of 7
                                                        Chart of Defendants in Cases
                                                       (Current through June 14, 2020)


                                                                                                       Leigh,
                                                   America                                             King,
                                Alliant  America n Video Brunner        David    Hallocks              Norton                        Sport &
                                                                                                                  Panda    Panda
                      A.D.      CPA      n Video Duplicati Accounti     Lowry,   hannon,    ImpAcct, &                               Wheat,
                                                                                                                  Accounti Group,
                      Sims,     Group,   Duplicati ng, Inc., ng         CPA,     PC v.      LLC v.     Underw                        CPA, PA
                                                                                                                  ng LLC PC v.
                      LLC v,    LLC v.   ng, Inc. Tush       Group v.   Ltd. V.  Citizens   JP         ood,                          v.
            No. of                                                                                                v.       Bank of
Bank                  Wintrust Bank of v. City     Law and Silicon      U.S.     &Northe    Morgan LLC v.                            ServisFir
            Cases                                                                                                 Academy America
                      Bank, et America National Hahn v. Valley          Bancorp. rn Corp.   Chase & Regions                          st Bank,
                                                                                                                  Bank et Corp. et
                      al. (N.D. Corp. et Bank et Citibank, Bank         et al.   et al.     Co. et al. Financi                       Inc. et al.
                                                                                                                  al. (D.  al. (D.
                      Ill.)     al (N.D. al. (C.D. N.A. et   (C.D.      (S.D.    (W.D.      (D. Colo.) al Corp.                      (N.D.
                                                                                                                  Ariz.)   Utah)
                                Ga.)     Cal.)     al. (C.D. Cal.)      Ohio)    Pa)                                                 Fla.)
                                                                                                       et al.
                                                   Cal.)
                                                                                                      (N.D.
                                                                                                      Al.)

Honat
Bancorp;
Honesdal
               1                                                                    X
e
National
Bank

Huntingt
on
Bancshar
es, Inc.;
               1                                                           X
Huntingt
on
National
Bank
JP
Morgan
Chase
Bank
d/b/a
Chase          3                                      X                                         X                    X
Bank ;
J.P.
Morgan
Chase &
Co.

Keybank
, N.A;         1                                                                                X
Keycorp.

Live Oak
Banking        1                                      X
Co.

Midfirst
               1                                                                                                     X
Bank

Midwest
Regional
Bancorp;
               1                                                                                X
Midwest
Regional
Bank




9065018.2
                      Case MDL No. 2950              Document 166-1               Filed 06/17/20               Page 5 of 7
                                                         Chart of Defendants in Cases
                                                        (Current through June 14, 2020)


                                                                                                        Leigh,
                                                    America                                             King,
                                 Alliant  America n Video Brunner        David    Hallocks              Norton                        Sport &
                                                                                                                   Panda    Panda
                       A.D.      CPA      n Video Duplicati Accounti     Lowry,   hannon,    ImpAcct, &                               Wheat,
                                                                                                                   Accounti Group,
                       Sims,     Group,   Duplicati ng, Inc., ng         CPA,     PC v.      LLC v.     Underw                        CPA, PA
                                                                                                                   ng LLC PC v.
                       LLC v,    LLC v.   ng, Inc. Tush       Group v.   Ltd. V.  Citizens   JP         ood,                          v.
             No. of                                                                                                v.       Bank of
Bank                   Wintrust Bank of v. City     Law and Silicon      U.S.     &Northe    Morgan LLC v.                            ServisFir
             Cases                                                                                                 Academy America
                       Bank, et America National Hahn v. Valley          Bancorp. rn Corp.   Chase & Regions                          st Bank,
                                                                                                                   Bank et Corp. et
                       al. (N.D. Corp. et Bank et Citibank, Bank         et al.   et al.     Co. et al. Financi                       Inc. et al.
                                                                                                                   al. (D.  al. (D.
                       Ill.)     al (N.D. al. (C.D. N.A. et   (C.D.      (S.D.    (W.D.      (D. Colo.) al Corp.                      (N.D.
                                                                                                                   Ariz.)   Utah)
                                 Ga.)     Cal.)     al. (C.D. Cal.)      Ohio)    Pa)                                                 Fla.)
                                                                                                        et al.
                                                    Cal.)
                                                                                                       (N.D.
                                                                                                       Al.)

Modern
Bank
Manage
ment,           1         X
LLC;
Modern
Bak NA
Newton
Federal         1                   X
Bank

Peoples
Financial
Services
Corp.;
                1                                                                    X
Peoples
Security
Bank &
Trust Co.

PNC
Bank,           1                                                           X
N.A.

Regions
Bank;
Regions
                1                                                                                          X
Financial
Corporati
on

Servisfirs
t Bank,         1                                                                                                                         X
Inc.
Silicon
Valley                                                           X
Bank
Square,
                1                                                X
Inc.
Synovus
Bank;
Synovus
                1                   X                                                                                                     X
Trust
Compan
y, N.A.




9065018.2
                     Case MDL No. 2950              Document 166-1               Filed 06/17/20               Page 6 of 7
                                                        Chart of Defendants in Cases
                                                       (Current through June 14, 2020)


                                                                                                       Leigh,
                                                   America                                             King,
                                Alliant  America n Video Brunner        David    Hallocks              Norton                        Sport &
                                                                                                                  Panda    Panda
                      A.D.      CPA      n Video Duplicati Accounti     Lowry,   hannon,    ImpAcct, &                               Wheat,
                                                                                                                  Accounti Group,
                      Sims,     Group,   Duplicati ng, Inc., ng         CPA,     PC v.      LLC v.     Underw                        CPA, PA
                                                                                                                  ng LLC PC v.
                      LLC v,    LLC v.   ng, Inc. Tush       Group v.   Ltd. V.  Citizens   JP         ood,                          v.
            No. of                                                                                                v.       Bank of
Bank                  Wintrust Bank of v. City     Law and Silicon      U.S.     &Northe    Morgan LLC v.                            ServisFir
            Cases                                                                                                 Academy America
                      Bank, et America National Hahn v. Valley          Bancorp. rn Corp.   Chase & Regions                          st Bank,
                                                                                                                  Bank et Corp. et
                      al. (N.D. Corp. et Bank et Citibank, Bank         et al.   et al.     Co. et al. Financi                       Inc. et al.
                                                                                                                  al. (D.  al. (D.
                      Ill.)     al (N.D. al. (C.D. N.A. et   (C.D.      (S.D.    (W.D.      (D. Colo.) al Corp.                      (N.D.
                                                                                                                  Ariz.)   Utah)
                                Ga.)     Cal.)     al. (C.D. Cal.)      Ohio)    Pa)                                                 Fla.)
                                                                                                       et al.
                                                   Cal.)
                                                                                                      (N.D.
                                                                                                      Al.)

The
North
Side           1                                                           X
Bank &
Trust

The PNC
Financial
Services       1                                                           X
Group,
Inc.

Truist
                                   X
Bank

U.S.
Bancorp;
               2                                      X                    X
U.S.
Bank NA

United
Commun
               1                   X
ity Bank,
Inc.

Universit
y First
Federal
Credit
Union
               1                                                                                                              X
d/b/a
Universit
y Federal
Credit
Union

Vectra
Bank           1                                                                                X
Colorado

Wells
Fargo
and Co. ;
               3                   X                  X                                         X
Wells
Fargo
NA




9065018.2
                     Case MDL No. 2950                  Document 166-1                   Filed 06/17/20               Page 7 of 7
                                                             Chart of Defendants in Cases
                                                            (Current through June 14, 2020)


                                                                                                              Leigh,
                                                   America                                                    King,
                                Alliant  America n Video Brunner             David    Hallocks                Norton                           Sport &
                                                                                                                         Panda    Panda
                      A.D.      CPA      n Video Duplicati Accounti          Lowry,   hannon,      ImpAcct, &                                  Wheat,
                                                                                                                         Accounti Group,
                      Sims,     Group,   Duplicati ng, Inc., ng              CPA,     PC v.        LLC v.     Underw                           CPA, PA
                                                                                                                         ng LLC PC v.
                      LLC v,    LLC v.   ng, Inc. Tush       Group v.        Ltd. V.  Citizens     JP         ood,                             v.
            No. of                                                                                                       v.       Bank of
Bank                  Wintrust Bank of v. City     Law and Silicon           U.S.     &Northe      Morgan LLC v.                               ServisFir
            Cases                                                                                                        Academy America
                      Bank, et America National Hahn v. Valley               Bancorp. rn Corp.     Chase & Regions                             st Bank,
                                                                                                                         Bank et Corp. et
                      al. (N.D. Corp. et Bank et Citibank, Bank              et al.   et al.       Co. et al. Financi                          Inc. et al.
                                                                                                                         al. (D.  al. (D.
                      Ill.)     al (N.D. al. (C.D. N.A. et   (C.D.           (S.D.    (W.D.        (D. Colo.) al Corp.                         (N.D.
                                                                                                                         Ariz.)   Utah)
                                Ga.)     Cal.)     al. (C.D. Cal.)           Ohio)    Pa)                                                      Fla.)
                                                                                                              et al.
                                                   Cal.)
                                                                                                              (N.D.
                                                                                                              Al.)

Wintrust
Bank;Wi
ntrust         1          X
Financial
Corp.
Zions
Bancorp
               1                                                                                   X
oration,
N.A.


  We are aware of additional PPP Agent Fee cases which have been filed. This chart reflects only the cases on Movant's Schedule of Actions. This
  chart consolidates holding companies and banks in one entry for easy analysis. Finally, various plaintiffs have filed voluntary dismissals of
  certain defendants from some actions. This chart only reflects the defendants that are still involved in these cases.




9065018.2


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