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Home Court filings Marshall v. Prestamos CDFI, LLC (PAED 589575) Appendix — Marshall v. Prestamos CDFI, LLC (Dkt. 163-2, E.D. Pa. No. 5:21-cv-04337)

Court filing

Appendix — Marshall v. Prestamos CDFI, LLC (Dkt. 163-2, E.D. Pa. No. 5:21-cv-04337)

Filed May 21, 2025 in Marshall v. Prestamos CDFI, LLC; one of 344 filings from this case.

Record facts

CourtU.S. District Court for the Eastern District of Pennsylvania
Filed2025-05-21

U.S. District Court for the Eastern District of Pennsylvania · No. 5:21-cv-04337-JMG · Doc. 163-2 · 2025-05-21 · Docket on CourtListener

Full text

IN THE UNITED STATES DISTRICT COURT 
FOR THE EASTERN DISTRICT OF PENNSYLVANIA 
 
 
ALICIA MARSHALL, et al.,  
 
 
 
 
Plaintiffs, 
 
 
 
v. 
 
PRESTAMOS CDFI, LLC, 
 
 
 
 
Defendant. 
 
 
 
Civil Action No. 5:21-cv-04337-JMG 
 
 
 
 
 
 
 
PLAINTIFFS’ JOINT APPENDIX OF EXHIBITS IN OPPOSITION TO  
DEFENDANT’S MOTION FOR SUMMARY JUDGMENT 
 
Case 5:21-cv-04337-JMG     Document 163-2     Filed 05/21/25     Page 1 of 6

 
1 
Plaintiffs1 respectfully submit this Joint Appendix of Exhibits in Opposition to 
Defendant’s Motion for Summary Judgment. In accordance with Judge Gallagher’s Policy and 
Procedure I. C., Plaintiffs are filing each of the following Exhibits as a separate document on the 
CM/ECF system (except those documents designated as confidential or highly confidential under 
the Protective Order approved by the Court, which Plaintiffs are separately seeking to file under 
seal as noted below), specifically as follows: 
Exhibit No. 
Description 
Page 
1 
the Loan Document Contract Between Prestamos and 
Plaintiff Marshall 
Pla Appx 0001- 
0014 
2 
the Loan Document Contract Between Prestamos and 
Plaintiff Townsend 
Pla Appx 0015- 
0028 
3 
the Loan Document Contract Between Prestamos and 
Plaintiff Henderson 
Pla Appx 0029- 
0042 
4 
the Loan Document Contract Between Prestamos and 
Plaintiff Jones 
Pla Appx 0043- 
0056 
5 
the Loan Document Contract Between Prestamos and 
Plaintiff Martin 
Pla Appx 0057- 
0070 
6 
the Loan Document Contract Between Prestamos and 
Plaintiff Lloyd 
Pla Appx 0071- 
0084 
7 
the Loan Document Contract Between Prestamos and 
Plaintiff Johnson 
Pla Appx 0085- 
0091 
8 
the Loan Document Contract Between Prestamos and 
Plaintiff Marvel 
Pla Appx 0092- 
0105 
9 
the Loan Document Contract Between Prestamos and 
Plaintiff Horne 
Pla Appx 0106- 
0119 
10 
the Loan Document Contract Between Prestamos and 
Pla Appx 0120- 
 
1  
Unless otherwise noted, all capitalized terms have the meaning set forth in the Table of 
Abbreviations in Plaintiffs’ brief in opposition to Defendant’s Motion for Summary Judgment 
filed herewith. 
Case 5:21-cv-04337-JMG     Document 163-2     Filed 05/21/25     Page 2 of 6

2 
Plaintiff Smith 
0133 
11 
SBA Form 1502 instructions and 1502 reports Prestamos 
submitted to the SBA concerning Plaintiffs’ PPP loans 
Pla Appx 0134- 
3291 
12 
the Report of William M. Manger, Jr. (“Manger”) dated 
July 12, 2024 
Pla Appx 3292- 
3306 
13 
the Report on Damages Methodology Professor Steven P. 
Feinstein, Ph.D., CFA (“Feinstein”) dated July 12, 2024 
Pla Appx 3307- 
3337 
14 
the Report of William Briggs (“Briggs”) dated July 12, 
2024 
Pla Appx 3338- 
3345 
15 
the Rebuttal Report of Manger dated Aug. 9, 2024 
Pla Appx 3346- 
3350 
16 
the Rebuttal Report of Feinstein dated Aug. 9, 2024 
Pla Appx 3351- 
3357 
17 
the Rebuttal Report of Briggs dated Aug. 9, 2024 
Pla Appx 3358- 
3368 
18 
Declaration of David Castillo, Senior Credit Officer with 
Prestamos 
Pla Appx 3369- 
3348 
19 
8/25/2021 Email from Lisa Gonzales (PRESTAMOS-
00306968-PRESTAMOS-00306969) [Plaintiffs seek to 
file under seal] 
Pla Appx 3385- 
3387 
20 
Excerpts from the Deposition of Jose Martinez 
Pla Appx 3388- 
3390 
21 
Excerpts from the Deposition of David Castillo 
Pla Appx 3391- 
3393 
22 
Email Re Prepaid Debit Card Funding [Plaintiffs seek to 
file under seal] 
Pla Appx 3394- 
3397 
23 
Excerpt from the Deposition of Kenneth Swain 
Pla Appx 3398- 
3399 
24 
Jose Martinez 08/11/2021 Email (PRESTAMOS-
00304735) [Plaintiffs seek to file under seal] 
Pla Appx 3400-
3401 
25 
Excerpts from Plaintiffs’ Deposition Testimony 
Pla Appx 3402-
3407 
Case 5:21-cv-04337-JMG     Document 163-2     Filed 05/21/25     Page 3 of 6

3 
26 
Declaration of Plaintiff Martin dated May 20, 2025 
Pla Appx 3408- 
34010 
27 
Prestamos Statement of Balance to Plaintiff Lloyd dated 
Feb. 01, 2023 
Pla Appx 3411- 
3412 
28 
Emails between Plaintiff Lloyd and Prestamos 
Pla Appx 3413- 
3426 
29 
Jose Martinez 05/26/2021 Email to Janis Gallego 
(PRESTAMOS-00304345-PRESTAMOS-00304346) 
[Plaintiffs seek to file under seal] 
Pla Appx 3427- 
3429 
30 
Jose Martinez 05/11/2021 Email to Raven Simmons 
(PRESTAMOS-00304371) [Plaintiffs seek to file under 
seal] 
Pla Appx 3430- 
3432 
31 
Michael Sawyer 08/09/2021 Email to Jose Martinez 
(PRESTAMOS-00302492-PRESTAMOS-00302494) 
[Plaintiffs seek to file under seal] 
Pla Appx 3433- 
3436 
32 
SBA PPP Loan Forgiveness Application Form 3508-S 
Pla Appx 3437- 
3444 
33 
SBA Forgiveness Platform Lender Submission Metrics 
Pla Appx 3445- 
3448 
34 
PAR forms Prestamos submitted to obtain advances from 
the PPPLF to fund Plaintiffs’ loans 
Pla Appx 3449- 
6299 
 
Dated: May 21, 2025 
 
 
 
Respectfully submitted, 
 
Bailey & Glasser LLP 
 
 
By: /s/ Lawrence J. Lederer 
 
Lawrence J. Lederer (Pa. ID 50445) 
Bart D. Cohen (Pa. ID 57606) 
1622 Locust Street 
Philadelphia, PA 19103 
T.: 202.463-2101 
F.: 202.463-2103 
llederer@baileyglasser.com  
bcohen@baileyglasser.com    
 
Case 5:21-cv-04337-JMG     Document 163-2     Filed 05/21/25     Page 4 of 6

4 
Bailey & Glasser LLP 
Michael L. Murphy (pro hac vice)  
1055 Thomas Jefferson Street NW, Suite 540 
Washington, DC 20007 
T.: 202.463-2101 
F.: 202.463-2103 
mmurphy@baileyglasser.com 
 
Whiteman Osterman & Hanna LLP 
Justin A. Heller (pro hac vice) 
80 State Street, 11th Floor 
Albany, NY 12207 
T: (518) 487-7600 
F: (518) 432-3123 
jheller@woh.com  
 
Attorneys for Plaintiffs 
 
 
Case 5:21-cv-04337-JMG     Document 163-2     Filed 05/21/25     Page 5 of 6

 
 
CERTIFICATE OF SERVICE 
I hereby certify that on the 21st day of May 2025, the foregoing was electronically filed 
and served through the Court’s CM/ECF system to counsel of record. 
/s/ Lawrence J. Lederer                      
 
Lawrence J. Lederer 
 
 
Case 5:21-cv-04337-JMG     Document 163-2     Filed 05/21/25     Page 6 of 6

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