Documents
892,341
Custodians
34
Review progress
41%
Open date
2024-05-28
Case summary
Unity IQ · 88%Securities class action arising from alleged misrepresentation of Q3 2023 trading desk exposure and VaR model calibration issues. Class period runs from Apr 2023 through disclosure. Key exposure period: July–October 2023. Discovery is 62% complete across 47 custodians. Deposition of M. Torres taken 2024-06-04. Wells Notice from SEC 2024-01-18 remains pending.
Recent activity
- T. Rivera tagged 47 documents Responsive · Hot3m ago
- Unity IQ flagged possible contradiction MERID-0000148 ⇄ MERID-00000018m ago
- K. Nguyen released for production HALCYON-PROD-024 (48,291 docs)22m ago
- Ingest completed OCR on batch Weinstein-2024-03 (12,847 docs)41m ago
- E. Vasquez commented on MERID-00000891h ago
- Unity IQ generated chronology draft Aldridge Q3 events (218 items)2h ago
Key people
- RA184kRebecca AshfordCFO
- MT92kMichael TorresHead of Trading
- JP47kJennifer ParkCompliance Director
- DW128kDaniel WeinsteinGeneral Counsel
- OC64kOlivia ChenVP Risk Management
Your tasks on this case
- Second-level review of hot docs (12 remaining)CriticalDue Today, 5:00pm
- Privilege log — Weinstein custodian batch 4HighDue Tomorrow
- Approve production set HALCYON-PROD-024HighDue Fri, Jul 24
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