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Home Court filings Agent Fee Litigation Exhibit B — Agent Fee Litigation (Dkt. 178.2)

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Exhibit B — Agent Fee Litigation (Dkt. 178.2)

Summary

Exhibit B, filed June 17, 2020 as Document 178-2 in In re: Paycheck Protection Program (PPP) Agent Fees Litigation, MDL No. 2950, is a table of all actions before the Panel as of June 17, 2020. The table lists 31 numbered actions, giving for each the plaintiffs, the defendant lenders, the district, the civil action number and the assigned judge. Plaintiffs include accounting and consulting firms such as Ratliff CPA Firm, Fahmia, Inc., Alliant CPA Group, LLC and Aloha Accounting and Tax LLC, and defendants include JPMorgan Chase Bank, N.A., Bank of America, N.A., Wells Fargo Bank, N.A. and Truist Bank. The listed actions are pending in districts including S.D.N.Y., D.S.C., C.D. Cal., N.D. Ill. and S.D. Fla. The exhibit is 6 pages.

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Case MDL No. 2950   Document 178-2   Filed 06/17/20   Page 1 of 6




               EXHIBIT B
      Case MDL No. 2950        Document 178-2      Filed 06/17/20   Page 2 of 6




 IN RE: PAYCHECK PROTECTION PROGRAM (PPP) AGENT FEES LITIGATION
                          MDL NO. 2950

                ALL ACTIONS BEFORE THE PANEL (JUNE 17, 2020)

        Plaintiff(s)          Defendant(s)         District      Civil     Judge
                                                              Action No.  Assigned
1.   James Quinn;        JPMorgan Chase Bank, S.D.N.Y.        1:20-cv-   Hon. Jed S.
     Fahmia, Inc.;       N.A., d/b/a Chase Bank;              04100      Rakoff
     Prinzo &            JPMorgan Chase & Co.
     Associates, LLC
2.   James Quinn         Signature Bank          S.D.N.Y.     1:20-cv-    Hon. Jed S.
                                                              04144       Rakoff
3.   Fahmia, Inc.        MUFG Americas           S.D.N.Y.     1:20-cv-    Hon. Jed S.
                         Holding Co.; MUFG                    04145       Rakoff
                         Union Bank, N.A.
4.   Fahmia, Inc.        Citibank, N.A.;         S.D.N.Y.     1:20-cv-    Hon. Jed S.
                         Citigroup, Inc.                      04146       Rakoff
5.   Ratliff CPA Firm,   First-Citizens Bank &   D.S.C.       2:20-cv-    Hon. Bruce
     PC, a South         Trust Company                        02041       Howe
     Carolina                                                             Hendricks
     Professional
     Corporation
6.   Prinzo &            BMO Harris Bank,        N.D. Ill.    1:20-cv-    Hon. Gary
     Associates, LLC     N.A.; BMO Financial                  03256       Feinerman
                         Corp.
7.   Fahmia, Inc.        Zions Bancorporation,   C.D. Cal.    2:20-cv-    Hon. John A.
                         N.A.                                 05104       Kronstadt
8.   Fahmia, Inc.        Comerica Inc.;          N.D. Tex.    3:20-cv-    Hon. Jane J.
                         Comerica Bank;                       01536       Boyle
                         Comerica Bank &
                         Trust, N.A.
9.  Ratliff CPA Firm,    Truist Bank             D.S.C.       2:20-cv-    Hon. Bruce
    PC, a South                                               02207       Howe
    Carolina                                                              Hendricks
    Professional
    Corporation
10. Ratliff CPA Firm,    First Reliance Bank     D.S.C.       2:20-cv-    Hon. Bruce
    PC, a South                                               02208       Howe
    Carolina                                                              Hendricks
    Professional
    Corporation
11. Ratliff CPA Firm,    Pinnacle Bank           D.S.C.       2:20-cv-    Hon. Bruce
    PC, a South                                               02225       Howe
    Carolina                                                              Hendricks
       Case MDL No. 2950        Document 178-2        Filed 06/17/20   Page 3 of 6




    Professional
    Corporation
12. Ratliff CPA Firm,    The Citizens Bank          D.S.C.       3:20-cv-    Hon. Bruce
    PC, a South                                                  02240       Howe
    Carolina                                                                 Hendricks
    Professional
    Corporation
13. Ratliff CPA Firm,    Intuit Inc.; Intuit        D.S.C.       3:20-cv-    Hon. Bruce
    PC, a South          Financing Inc. d/b/a                    02241       Howe
    Carolina             Quickbooks Capital                                  Hendricks
    Professional
    Corporation
14. Alliant CPA          Bank of America,           N.D. Ga.     1:20-cv-    Hon.
    Group, LLC           Corp.; Bank of                          02026       Michael L.
                         America, N.A.; Ameris                               Brown
                         Bank; Bank OZK;
                         Cadence
                         Bancorporation;
                         Cadence Bank, N.A.;
                         Centerstate Bank
                         Corporation; Newton
                         Federal Bank; Synovus
                         Bank; Truist Financial
                         Corp.; Wells Fargo and
                         Company; Wells Fargo
                         Bank, N.A.; Centerstate
                         Bank, N.A.
15.   Panda              Academy Bank, N.A.;        D. Ariz.     2:20-cv-    Hon. Diane
      Accounting, LLC JPMorgan Chase Bank,                       00985       J. Humetewa
                         N.A.; MidFrist Bank
16.   Leigh King         Regions Financial          N.D. Ala.    2:20-cv-    Hon.
      Norton &           Corporation; Regions                    00591       Annemarie
      Underwood, LLC Bank                                                    CarneyAxon
17.   American Video     Citibank, N.A.;            C.D. Cal.    2:20-cv-    Hon. Otis D.
      Duplicating, Inc.; JPMorgan Chase Bank,                    03815       Wright
      Tush Law Ltd.;     N.A.; Wells Fargo
      Kenneth M. Hahn N.A.; Bank of America,
                         N.A.; Live Oak
                         Banking Company;
                         U.S. Bank, N.A.;
                         Harvest Small Business
                         Finance
18.   American Video     City National Bank;        C.D. Cal.    2:20-cv-    Hon. John F.
      Duplicating, Inc.  BSD Capital, LLC                        04036       Walter
19.   Brunner            Silicon Valley Bank;       C.D. Cal.    2:20-cv-    Hon. George
      Accounting Group JPMorgan Chase Bank,                      04235       H. Wu




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      Case MDL No. 2950     Document 178-2     Filed 06/17/20   Page 4 of 6




                      N.A.; Bank of America,
                      N.A.; City National
                      Bank; Square, Inc.
20. David S. Lowry,   U.S. Bancorp; U.S.      S.D. Ohio   1:20-cv-    Hon.
    CPA, Ltd.         Bank, N.A.; The PNC                 00348       Matthew W.
                      Financial Services                              McFarland
                      Group, Inc.; PNC Bank,
                      N.A.; Huntington
                      Bancshares, Inc.;
                      Huntington National
                      Bank; First Financial
                      Bancorp.; First
                      Financial Bank; Fifth
                      Third Bancorp; Fifth
                      Third Bank; The North
                      Side Bank & Trust
                      Company
21. Hallockshannon,   Citizens & Northern     W.D. Pa.    2:20-cv-    Hon. Arthur
    PC                Corp.; Citizens &                   00714       J. Schwab
                      Northern Bank; FNCB
                      Bancorp., Inc.; First
                      National Community
                      Bank; F.N.B. Corp.;
                      First National Bank of
                      Pennsylvania; Honat
                      Bancorp.; Honesdale
                      National Bank; Peoples
                      Financial Services
                      Corp.; Peoples Security
                      Bank & Trust Co.
22. ImpAcct, LLC.     JPMorgan Chase & Co.; D. Colo.      1:20-cv-    Hon.
                      JPMorgan Chase Bank,                01344       Raymond P.
                      N.A.; Bank of America                           Moore
                      Corp.; Bank of
                      America, N.A.; Wells
                      Fargo & Co.; Wells
                      Fargo Bank, N.A.; BOK
                      Financial Corp.; Bank
                      of Oklahoma, N.A.;
                      KeyCorp; KeyBank
                      N.A.; Zions
                      Bancorporation, N.A.;
                      Vectra Bank Colorado;
                      Midwest Regional
                      Bancorp, Inc.; Midwest
                      Regional Bank




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      Case MDL No. 2950        Document 178-2      Filed 06/17/20   Page 5 of 6




23. A.D. Sims, LLC       Wintrust Financial      N.D. Ill.    1:20-cv-    Hon.
                         Corporation; Wintrust                02644       Edmond E.
                         Bank, N.A.; Modern                               Chang
                         Bank Management,
                         LLC; Modern Bank,
                         N.A.; Cross River
                         Bank, Inc.; Bank of
                         America Co.; Bank of
                         American, N.A.
24. Panda Group, PC      Bank of America         D. Utah      4:20-cv-    Hon. David
    d/b/a Panda          Corporation                          00045       Nuffer
    Accounting
25. Sport & Wheat        ServisFirst Bank, Inc.;  N.D. Fla.   3:20-cv-    Hon. T.
    CPA PA               Synovus Bank; Synovus                05425       Kent
                         Trust Company, N.A.;                             Wetherell II
                         The First, A National
                         Banking Association;
                         Truist Bank
26. William              PNC Bank, N.A.; The      S.D. Ohio   2:20-cv-    Hon.
    Bookmyer;            Huntington National                  02284       Edmund A.
    Bookmyer &           Bank, N.A.; Fifth Third                          Sargus
    Associates CPA,      Bank, N.A.; CME
    Inc.; Alex Boytan;   Federal Credit Union;
    Boytan &             ABC Banks 1-100;
    Associates, LLP      Bank of America, N.A.;
                         Bluevine Capital Inc.;
                         Celtic Bank; JPMorgan
                         Chase Bank, N.A.;
                         Kabbage, Inc.; TD
                         Bank, N.A.; Telhio
                         Credit Union
27. Full Compliance,     Amerant Bank, N.A.;      S.D. Fla.   1:20-cv-    Hon. Jose E.
    LLC; Zamora &        Bank of America, N.A.;               22339       Martinez
    Hernandez, PLLC      Bankunited, N.A.;
                         Cambridge Trust
                         Company; Celtic Bank
                         Corp. d/b/a Celtic Bank;
                         CIBC Bank USA; First
                         Citizens Bank & Trust
                         Company; First Horizon
                         Bank; Grove Bank &
                         Trust; InterAmerican
                         Bank, A FSB; J.P.
                         Morgan Chase Bank,
                         N.A.; Live Oak
                         Banking Company;




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      Case MDL No. 2950      Document 178-2        Filed 06/17/20   Page 6 of 6




                       Ocean Bank; Paradise
                       Bank; Professional
                       Bank; Regions Bank;
                       TD Bank, N.A.; Truist
                       Bank; Valley National
                       Bank; Wells Fargo
                       Bank, N.A.

28. Aloha Accounting   First Hawaiian Bank;      D. HI        1:20-cv-    Hon. Jill A.
    and Tax LLC        Bank of Hawaii;                        00254       Otake
                       Central Pacific Bank;
                       Hawaiian Electric, Inc.
29. Fruci &            A10 Capital LLC; First    W.D. Wash. 2:20-cv-      Hon.
    Associates, PS     Interstate BancSystem;               00864         Ricardo S.
                       KeyBank N.A.;                                      Martinez
                       Mountain West Bank;
                       Numerica Credit Union;
                       Sound Community
                       Bank; State Bank
                       Northwest; U.S. Bank,
                       NA; Washington Trust
                       Bank; Wells Fargo
                       Bank, N.A.; Wheatland
                       Bank, Inc
30. Howard Smulker     JPMorgan Chase Bank,      N.D. Cal.    3:20-cv-    Hon. James
                       N.A.; JPMorgan Chase                   03413       Donato
                       & Co.
31. Juan Antonio       Bank of South Texas;      S.D. Tex.    7:20-cv-    Hon.
    Sanchez            JPMorgan Chase Bank,                   00139       Micaela
                       N.A.; Frost Bank                                   Alvarez




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