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Joint Motion For Entry Of Protective Order, 502(D) Order, And Esi Order – Page 1: PAUL PIETSCHNER, v. KATHRYN PETRALIA

Summary

A joint motion filed April 24, 2025 as Document 73 in United States of America, et al., ex rel. Paul Pietschner v. Kathryn Petralia, Robert Frohwein and Spencer Robinson, Civil Action No. 4:21-CV-110-SDJ, in the U.S. District Court for the Eastern District of Texas. The parties jointly ask the court to enter an agreed Protective Order, a Federal Rule of Evidence 502(d) Order, and an order on production of documents and electronically stored information. The motion describes the action as seeking treble damages and civil penalties under the False Claims Act, 31 U.S.C. §§ 3729–3733, against former executives of Kabbage, Inc. relating to its PPP lending. It states discovery will likely include trade secrets, borrower financial information and voluminous ESI. The five-page filing ends with signature blocks and certificates of service and conference.

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Case 4:21-cv-00110-SDJ          Document 73        Filed 04/24/25       Page 1 of 5 PageID #: 793




                           UNITED STATES DISTRICT COURT
                         FOR THE EASTERN DISTRICT OF TEXAS
                                 SHERMAN DIVISION

  UNITED STATES OF AMERICA, et al.,
  ex rel. PAUL PIETSCHNER,                                     Civil Action No. 4:21-CV-110-SDJ
                  Plaintiffs,
  v.
  KATHRYN PETRALIA; ROBERT FROHWEIN;
  and SPENCER ROBINSON,
                  Defendants.


  JOINT MOTION FOR ENTRY OF PROTECTIVE ORDER, FEDERAL RULE OF
EVIDENCE 502(D) ORDER, AND ORDER ON THE PRODUCTION OF DOCUMENTS
             AND ELECTRONICALLY STORED INFORMATION

       Plaintiff United States of America (the “United States”), Relator Paul Pietschner, and

Defendants Kathryn Petralia, Robert Frohwein, and Spencer Robinson (“Defendants”)

(collectively referred to as the “Parties”), by and through their respective counsel, jointly file this

Motion for the entry of a Protective Order, Federal Rule of Evidence 502(d) Order, and Order on

the Production of Documents and Electronically Stored Information.

                                                  I.

       This is an action against Defendants, former executives of a financial technology company,

Kabbage, Inc., to recover treble damages and civil penalties under the False Claims Act (“FCA”),

31 U.S.C. §§ 3729–3733, and to recover money for common law claims for payment by mistake

and unjust enrichment, relating to Kabbage’s participation in the Government’s Paycheck

Protection Program (“PPP”) as a PPP lender and loan service provider. The Parties anticipate

discovery will likely include information subject to protections, such as trade secrets; proprietary

financial or commercial material; other competitively sensitive information; sensitive personal

identification or financial information, including such information relating to PPP borrowers and


J OINT MOTION FOR ENTRY OF PROTECTIVE ORDER, 502(D) ORDER, AND ESI ORDER – PAGE 1

Case 4:21-cv-00110-SDJ          Document 73        Filed 04/24/25       Page 2 of 5 PageID #: 794




their principals; sensitive investigatory information, including law-enforcement sensitive

information; any information that may be subject to protections under the Bank Secrecy Act; and

information relating to the investigation or supervision of a financial institution, or that is subject

to any bank examiner’s privilege. The Parties also anticipate that discovery will likely include

disclosure of voluminous electronically stored information (ESI).

                                                  II.

       Given the nature of the claims asserted in this action, the Parties represent to this Court that

there is good cause for the entry of a protective order, 502(d) order, and order on the production

of documents and ESI as such orders are needed to streamline discovery and to protect confidential

information produced or is likely to be produced in discovery in this action, while also allowing

the Parties to claw-back any privileged material inadvertently produced during discovery. See Fed.

R. Civ. P. 26(c)(1). Pursuant to the Court’s Order Governing Proceedings (ECF 69), the Parties

have conferred and jointly submit the attached agreed upon Protective Order, a Federal Rule of

Evidence 502(d) Order, and an Order on the Production of Documents and Electronically Stored

Information for entry by this Court.




J OINT MOTION FOR ENTRY OF PROTECTIVE ORDER, 502(D) ORDER, AND ESI ORDER – PAGE 2

Case 4:21-cv-00110-SDJ      Document 73   Filed 04/24/25    Page 3 of 5 PageID #: 795




Date: April 24, 2025

Respectfully submitted,

 MICHAEL D. GRANSTON                      /s/ Julie Bracker (with permission)
 Deputy Assistant Attorney General        JULIE BRACKER
                                          Georgia Bar No. 073803
 ABE MCGLOTHIN, JR.                       Bracker & Marcus LLC
 Acting United States Attorney            3355 Lenox Road, Suite 660
                                          Atlanta, Georgia 30326
 /s/ Betty Young_________________         E-mail: Julie@FCACounsel.com
 JAMES GILLINGHAM, Texas Bar #            (770) 988-5035
 24065295                                 (678) 648-5544 (fax)
 BETTY YOUNG, Texas Bar #24102498
 Assistant U.S. Attorneys                 SARAH M. FRAZIER
 110 N. College Street; Suite 700         Texas Bar # 24027320
 Tyler, Texas 75702                       Murphy Anderson PLLC
 E-mail: James.Gillingham@usdoj.gov       1919 Decatur Street
 E-mail: Betty.Young@usdoj.gov            Houston, Texas 77007
 (903) 590-1400                           (202) 223-2620 ext. 116
 (903) 590-1436 (fax)                     sfrazier@murphypllc.com
                                          ATTORNEYS FOR RELATOR
 JAMIE ANN YAVELBERG                      PAUL PIETSCHNER
 COLIN M. HUNTLEY
 SARAH E. LOUCKS
 KELLY E. PHIPPS                          /s/ Hank W. Asbill (with permission)
 Attorneys, Civil Division
                                          Henry W. Asbill (admitted Pro Hac Vice)
 United States Department of Justice      DC Bar #938811
 P.O. Box 261                             hasbill@schertlerlaw.com
 Ben Franklin Station                     Christopher B. Mead (admitted Pro Hac Vice)
 Washington, D.C. 20044
                                          MD Bar #8512010419
 E-mail: Sarah.E.Loucks@usdoj.gov         cmead@schertlerlaw.com
 E-mail: Kelly.E.Phipps@usdoj.gov         Lisa H. Schertler (admitted Pro Hac Vice)
 (202) 616-4203                           DC Bar #430754
 (202) 514-0280 (facsimile)
                                          lschertler@schertlerlaw.com
 ATTORNEYS FOR PLAINTIFF                  Paola Pinto (admitted Pro Hac Vice)
 THE UNITED STATES OF AMERICA             FL Bar #1013933
                                          ppinto@schertlerlaw.com
                                          SCHERTLER ONORATO MEAD & SEARS
                                          555 13th Street NW Suite 500W
                                          Washington DC 20004
                                          Telephone: 202-628-4199
                                          Facsimile: 202-628-4177
                                          ATTORNEYS FOR DEFENDANT
                                          SPENCER ROBINSON



J OINT MOTION FOR ENTRY OF PROTECTIVE ORDER, 502(D) ORDER, AND ESI ORDER – PAGE 3

Case 4:21-cv-00110-SDJ     Document 73   Filed 04/24/25   Page 4 of 5 PageID #: 796




 /s/ Miranda Hooker (with permission)    /s/ George P. Varghese (with permission)
 GOODWIN PROCTER LLP                     George P. Varghese (pro hac vice)
 Miranda Hooker (pro hac vice)           Wilmer Cutler Pickering Hale and Dorr LLP
 Kate E. MacLeman (pro hac vice)         60 State Street
 Kara N. Czekai (pro hac vice)           Boston, MA 02109
 Goodwin Procter LLP                     Telephone: (617) 526-6000
 100 Northern Avenue                     Fax: (617) 526-5000
 Boston, Massachusetts 02210             george.varghese@wilmerhale.com
 Telephone: (617) 570-1000
 Fax: (617) 523-1231                     Anjan Sahni (pro hac vice)
 MHooker@goodwinlaw.com                  Wilmer Cutler Pickering Hale and Dorr LLP
 KMacLeman@goodwinlaw.com                7 World Trade Center, 250 Greenwich Street
 KCzekai@goodwinlaw.com                  New York, NY 10007
                                         Telephone: (212) 230-8800
 MCKOOL SMITH, PC                        Fax: (212) 230-8888
 Nicholas M. Mathews                     anjan.sahni@wilmerhale.com
 Alexander J. Chern
 McKool Smith, PC - Dallas               Christopher E. Babbitt (pro hac vice)
 300 Crescent Court, Suite 1500          Michaela S. Wilkes Klein (pro hac vice)
 Dallas, TX 75201                        Wilmer Cutler Pickering Hale and Dorr LLP
 Telephone: (214) 978-4258               2100 Pennsylvania Avenue NW
 Fax: (214) 978-4044                     Washington, DC 20037
 NMathews@mckoolsmith.com                Telephone: (202) 663-6000
 AChern@mckoolsmith.com                  Fax: (202) 663-6363
 ATTORNEYS FOR DEFENDANT                 christopher.babbitt@wilmerhale.com
 ROBERT FROHWEIN                         michaela.wilkesklein@wilmerhale.com

                                         Melissa R. Smith
                                         Gillam & Smith LLP
                                         303 South Washington Avenue
                                         Marshall, TX 75670
                                         Telephone: (903) 934-8450
                                         Fax: (903) 934-9257
                                         melissa@gillamsmithlaw.com
                                         ATTORNEYS FOR DEFENDANT
                                         KATHRYN PETRALIA




J OINT MOTION FOR ENTRY OF PROTECTIVE ORDER, 502(D) ORDER, AND ESI ORDER – PAGE 4

Case 4:21-cv-00110-SDJ         Document 73        Filed 04/24/25      Page 5 of 5 PageID #: 797




                                 CERTIFICATE OF SERVICE

       I hereby certify that on April 24, 2025, I caused a true and correct copy of the foregoing
document to be transmitted through the Court’s electronic mailing service (CM/ECF) to all counsel
of record who have consented to electronic service by the Court’s electronic mailing service
(CM/ECF).
                                                     /s/ Betty Young__________
                                                     BETTY S. YOUNG


                             CERTIFICATE OF CONFERENCE

        I hereby certify that I have complied with Local Rule CV-7(h) and conferred with counsel
for Relator and Defendants on April 23, 2025. Counsel for Relators and Defendants agree and join
in this motion for entry of the attached protective order, Federal Rule of Evidence 502(d) order, and
the order on the Production of Documents and Electronically Stored Information.
                                                      /s/ Betty Young__________
                                                      BETTY S. YOUNG




J OINT MOTION FOR ENTRY OF PROTECTIVE ORDER, 502(D) ORDER, AND ESI ORDER – PAGE 5

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