Court, Explained
U.S. Federal District Courts
←Back to docket
S.D.N.Y.Procedural orderFiled Apr. 28, 2021

Barthole v. Forte Capital Group Inc.

Judge
Analisa Torres
Docket
1:20-cv-00536
Court
U.S. District Court · Southern District of New York
Pages
1
Civil ProcedureClass Action
In one sentence

In Barthole v. Forte Capital Group Inc., Judge Torres approved a revised settlement and terminated the action with prejudice.

Who this affects

Daniel Barthole, Forte Capital Group Inc., National Securities Corporation, and the similarly situated people on whose behalf Barthole sued.

What happened

In Barthole v. Forte Capital Group Inc., the parties jointly asked the court to approve a settlement in an action brought by Daniel Barthole individually and on behalf of similarly situated people. The court had previously declined to approve the original agreement because too much of the settlement proceeds went to attorneys’ fees.

The parties submitted a revised agreement that was otherwise identical but reduced attorneys’ fees to one-third of the total recovery. The court found that percentage permissible and concluded that the revised settlement was fair and reasonable.

Judge Analisa Torres approved the revised settlement and directed the Clerk of Court to terminate the action with prejudice.

The detailed version

For law students, journalists, and other readers who want the full reasoning

Case
Barthole v. Forte Capital Group Inc. · No. 1:20-cv-00536
Judge
Analisa Torres
Date
Apr. 28, 2021

Background

Daniel Barthole sued Forte Capital Group Inc. and National Securities Corporation individually and on behalf of all others similarly situated. On December 21, 2020, the parties jointly moved for approval of a settlement agreement.

On April 19, 2021, the Court declined to approve the original settlement because of the high proportion of the recovery allocated to attorneys’ fees. The Court directed the parties to submit a revised agreement with a smaller percentage allocated to fees.

Court’s ruling

The parties submitted a revised settlement agreement. The Court stated that it was identical to the original agreement except that it reduced the attorneys’ fees to one-third of the total recovery amount. The Court found that this amount was within the permissible range for attorneys’ fees and held that the revised settlement was fair and reasonable. The revised settlement was approved.

The Clerk of Court was directed to terminate the action with prejudice.

The authoritative version

Read the full 1-page opinion on CourtListener, the free public archive maintained by the Free Law Project.

Open opinion PDF →
Summary written with AI assistance. See how summaries are made. Spot something wrong? Tell us.