JOINT CASE MANAGEMENT STATEMENT by Plaintiffs and Defendant Plaid, Inc., filed by Caroline… — Plaid Privacy (Dkt. 118)

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A Joint Case Management Conference Statement, Doc. 118, stamped filed February 4, 2021 in In re Plaid Inc. Privacy Litigation, Master Docket No. 4:20-cv-03056-DMR, U.S. District Court for the Northern District of California, Oakland Division, before Hon. Donna M. Ryu, for the February 11, 2021 Case Management Conference. Plaintiffs and Defendant Plaid, Inc. report the procedural status, discovery, and settlement and ADR. They state that the parties agreed to a full-day mediation on February 16, 2021 before the Hon. Jay C. Gandhi (Ret.). The proposed schedule lists 8/31/2021 for substantial completion of document production, 11/15/2021 for close of fact discovery, and 6/9/2022 for a class certification hearing. It is dated February 4, 2021 and signed /s/ Rachel Geman and /s/ Kyle C. Wong.

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JOINT CASE MANAGEMENT STATEMENT 
NO. 4:20-CV-03056-DMR 
HERRERA KENNEDY LLP 
Shawn M. Kennedy (SBN 218472) 
skennedy@herrerakennedy.com 
Bret D. Hembd (SBN 272826) 
bhembd@herrerakennedy.com 
4590 MacArthur Blvd., Suite 500 
Newport Beach, CA 92660 
Tel: (949) 936-0900 
Fax: (855) 969-2050 
LIEFF CABRASER HEIMANN & 
BERNSTEIN LLP 
Rachel Geman (Pro Hac Vice) 
rgeman@lchb.com 
Rhea Ghosh (Pro Hac Vice) 
rghosh@lchb.com 
250 Hudson Street, 8th Floor 
New York, NY 10013-1413 
Tel: (212) 355-9500 
Fax: (212) 355-9592 
BURNS CHAREST LLP 
Warren T. Burns (Pro Hac Vice) 
wburns@burnscharest.com 
Russell Herman (Pro Hac Vice) 
rherman@burnscharest.com 
900 Jackson Street, Suite 500 
Dallas, TX 75202 
Tel: (469) 904-4550 
Fax: (469) 444-5002 
Interim Co-Lead Class Counsel 
(Additional counsel on signature page) 
COOLEY LLP
Michael G. Rhodes (SBN 116127) 
rhodesmg@cooley.com 
Whitty Somvichian (SBN 194463) 
wsomvichian@cooley.com 
Kyle C. Wong (SBN 224021) 
kwong@cooley.com 
Lauren J. Pomeroy (SBN 291604) 
lpomeroy@cooley.com 
Ellie Barczak (SBN 329180) 
ebarczak@cooley.com 
101 California Street, 5th Floor 
San Francisco, CA 94111-5800 
Tel:  (415) 693-2181 
Fax: (415) 693-2222 
Attorneys for Defendant PLAID INC. 
UNITED STATES DISTRICT COURT 
NORTHERN DISTRICT OF CALIFORNIA 
OAKLAND DIVISION 
IN RE PLAID INC. PRIVACY  
LITIGATION 
Master Docket No.: 4:20-cv-03056-DMR 
JOINT CASE MANAGEMENT 
CONFERENCE STATEMENT 
Hon. Donna M. Ryu 
Date: 
February 11, 2021 
Time:
1:00 p.m.
Courtroom:  
4, 3rd Floor 
THIS DOCUMENT RELATES TO:  
ALL ACTIONS 
Case 4:20-cv-03056-DMR   Document 118   Filed 02/04/21   Page 1 of 7

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- 1 - 
JOINT CASE MANAGEMENT STATEMENT
NO. 4:20-CV-03056-DMR 
Pursuant to Civil Local Rule 16-10(d), Plaintiffs Caroline Anderson, James Cottle, Rachel 
Curtis, David Evans, Logan Mitchell, Alexis Mullen, Jordan Sacks, Frederick Schoeneman, Gabriel 
Sotelo, Jeffrey Umali, and Nicholas Yeomelakis  (“Plaintiffs”) and Defendant Plaid, Inc. (“Plaid”) 
respectfully submit this Joint Case Management Conference Statement for the February 11, 2021 
Case Management Conference.   
PROCEDURAL STATUS 
On July 29, 2020, this Court consolidated the related actions Cottle v. Plaid, No. 4:20-cv-
03056-DMR, Mitchell v. Plaid Inc., No. 3:20-cv-04230-SK, Curtis et al. v. Plaid Inc., No. 4:20-cv-
04344-DMR, and Anderson et al, v. Plaid Inc., No. 3:20-cv-04480-JSC, and appointed Plaintiffs’ Co-
Lead Counsel and a Plaintiffs’ Steering Committee (Dkt. 67). Plaintiffs’ Consolidated Class Action 
Complaint was filed on August 5, 2020 (Dkt. 61, the “Complaint”).  
On September 25, 2020, this Court denied an administrative motion to continue the Initial 
Case Management Conference and stay discovery (Dkt. 89).  The parties conducted their Rule 26(f) 
conference on September 30, 2020.  The Initial Case Management Conference was held on October 
7, 2020 (Dkt. 94).  
On September 14, 2020, Plaid filed a motion to dismiss the Complaint, which was fully 
briefed on December 11, 2020 (Dkt. 78, 108, 111).  Also pending before the Court are Plaid’s 
Request for Judicial Notice (Dkt. 81, 109, 112), Plaintiffs’ Request for Judicial Notice (Dkt. 110), 
Plaid’s Supplemental Request for Judicial Notice (Dkt. 113), and Plaintiffs’ motion for leave to file a 
Supplemental Request for Judicial Notice (Dkt. 115).  Plaid’s motion to dismiss the Complaint will 
be heard on February 11, 2021, the same date as the Case Management Conference (Dkt. 114).  A 
schedule has not been set for further proceedings.   
DISCOVERY 
Discovery has commenced. The parties exchanged Rule 26 initial disclosures on October 5, 
2020.  Following meet and confer discussions, Plaid intends to serve Amended Initial Disclosures by 
February 11, 2021.    
Plaintiffs served their First Set of Requests for Production to Plaid on October 27, 2020, and 
Plaid served Objections and Responses on December 11, 2020.  The parties are currently in the 
Case 4:20-cv-03056-DMR   Document 118   Filed 02/04/21   Page 2 of 7

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- 2 - 
JOINT CASE MANAGEMENT STATEMENT 
NO. 4:20-CV-03056-DMR 
process of meeting and conferring concerning Plaintiffs’ Requests and Plaid’s Objections.  
Pursuant to this Court’s order of October 7, 2020 (Dkt. 94), the parties filed a proposed Joint 
Stipulated Protective Order on October 30, 2020 (Dkt. 106), which was approved on November 9, 
2020 (Dkt. 107).  With respect to a proposed stipulated ESI Protocol, the parties have met and 
conferred regarding evidence preservation, appropriate custodians, and Plaid’s data storage and 
systems.  Those discussions are ongoing.   
Lastly, the parties propose a schedule to facilitate the timely progress of discovery, class 
certification, and trial, as set forth under “Scheduling,” below.  
SETTLEMENT AND ADR 
The parties have agreed to participate in a full-day mediation on February 16, 2021 before the 
Hon. Jay C. Gandhi (Ret.) to discuss the potential resolution of this matter.  Plaid has produced 
documents and information to Plaintiffs’ Co-Lead Counsel under Federal Rule of Evidence 408 for 
settlement purposes only. 
SCHEDULING 
The parties have met and conferred about a potential pretrial schedule, and propose the 
following schedule:  
Event 
Proposed Date 
Deadline for substantial completion 
of document production and 
production of complete privilege logs 
8/31/2021 
Close of fact discovery 
11/15/2021 
Plaintiffs serve class certification 
motion and Rule 23 expert witness 
report(s), if any 
1/12/2022 
Case 4:20-cv-03056-DMR   Document 118   Filed 02/04/21   Page 3 of 7

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- 3 - 
JOINT CASE MANAGEMENT STATEMENT 
NO. 4:20-CV-03056-DMR 
Plaid serves class certification 
opposition and Rule 23 expert witness 
report(s), if any 
3/9/2022 
The parties agree that the 
deposition of the opposing 
party’s experts will occur 
before the deadlines for the 
opposition and reply briefs on 
class certification so that such 
testimony may be used in the 
briefing. 
Plaintiffs serve reply in support of 
motion for class certification and 
rebuttal expert report(s), if any 
5/4/2022 
Class certification hearing  
6/9/2022   
The parties respectfully suggest that the schedule for further proceedings and any further 
discovery should be addressed in a Case Management Conference to be scheduled at the Court’s 
convenience, but preferably within one month, following the Court’s Rule 23 decision. 
OTHER MATTERS 
The parties at this time do not request the attention of the Court with respect to matters other 
than those outlined above. 
Dated:  February 4, 2021 
/s/ Rachel Geman 
Rachel Geman (pro hac vice) 
Rhea Ghosh (Pro Hac Vice) 
LIEFF CABRASER HEIMANN & BERNSTEIN, LLP 
250 Hudson Street, 8th Floor  
New York, NY 10013-1413 
rgeman@lchb.com 
rghosh@lchb.com 
Telephone: (212) 355-9500 
Fax: (212) 355-9592 
Case 4:20-cv-03056-DMR   Document 118   Filed 02/04/21   Page 4 of 7

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- 4 - 
JOINT CASE MANAGEMENT STATEMENT 
NO. 4:20-CV-03056-DMR 
Michael W. Sobol (SBN 194857) 
Melissa A. Gardner (SBN 289096) 
LIEFF CABRASER HEIMANN & BERNSTEIN, LLP 
275 Battery Street, 29th Floor 
San Francisco, CA 94111-3339 
msobol@lchb.com 
mgardner@lchb.com 
Telephone: (415) 956-1000 
Fax: (415) 956-1008 
Shawn M. Kennedy (SBN 218472) 
Bret D. Hembd (SBN 272826) 
HERRERA KENNEDY LLP 
4590 MacArthur Blvd., Suite 500 
Newport Beach, CA 92660 
skennedy@herrerakennedy.com 
bhembd@herrerakennedy.com 
Telephone: (949) 936-0900 
Fax: (855) 969-2050 
Nicomedes Sy Herrera (SBN 275332) 
Laura E. Seidl (SBN 269891) 
HERRERA KENNEDY LLP 
1300 Clay Street, Suite 600  
Oakland, CA 94612 
nherrera@herrerakennedy.com 
lseidl@herrerakennedy.com 
Telephone: (510) 422-4700 
Christopher J. Cormier (pro hac vice) 
BURNS CHAREST LLP 
4725 Wisconsin Avenue, NW, Suite 200 
Washington, DC 20016 
Telephone: (202) 577-3977 
Email: CCormier@BurnsCharest.com 
Warren T. Burns (pro hac vice) 
Russell Herman (pro hac vice) 
BURNS CHAREST LLP 
900 Jackson Street, Suite 500 
Dallas, TX 75202 
wburns@burnscharest.com 
rherman@burnscharest.com 
Telephone: (469) 904-4550 
Fax: (469) 444-5002 
Case 4:20-cv-03056-DMR   Document 118   Filed 02/04/21   Page 5 of 7

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JOINT CASE MANAGEMENT STATEMENT 
NO. 4:20-CV-03056-DMR 
C. Jacob Gower (pro hac vice) 
BURNS CHAREST LLP 
365 Canal Street, Suite 1170 
New Orleans LA 70130 
jgower@burnscharest.com 
Telephone: (504) 799-2845 
Fax: (504) 881-1765 
Interim Co-Lead Class Counsel 
Dated:  February 4, 2021 
/s/ Kyle C. Wong 
Michael G. Rhodes (SBN 116127) 
Whitty Somvichian (SBN 194463) 
Kyle C. Wong (SBN 224021) 
Lauren J. Pomeroy (SBN 291604) 
Ellie Barczak (SBN 329180) 
COOLEY LLP 
rhodesmg@cooley.com 
wsomvichian@cooley.com 
kwong@cooley.com 
lpomeroy@cooley.com 
ebarczak@cooley.com 
101 California Street, 5th Floor 
San Francisco, CA 94111-5800 
Tel:  (415) 693-2181 
Fax: (415) 693-2222 
Counsel for Defendant Plaid Inc. 
2121666.7
Case 4:20-cv-03056-DMR   Document 118   Filed 02/04/21   Page 6 of 7

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- 6 - 
JOINT CASE MANAGEMENT STATEMENT 
NO. 4:20-CV-03056-DMR 
Filer’s Attestation 
Pursuant to Civil Local Rule 5-1(i)(3), I attest that concurrence in the filing of this 
document has been obtained from each of the other signatories.   
Dated:  February 4, 2021 
/s/ Rachel Geman 
Rachel Geman 
LIEFF CABRASER HEIMANN & BERNSTEIN, LLP 
Case 4:20-cv-03056-DMR   Document 118   Filed 02/04/21   Page 7 of 7

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