Beltran v. Lockheed Martin Corporation

CourtDistrict Court, N.D. Texas
DecidedJune 20, 2025
Docket4:24-cv-00675
StatusUnknown

This text of Beltran v. Lockheed Martin Corporation (Beltran v. Lockheed Martin Corporation) is published on Counsel Stack Legal Research, covering District Court, N.D. Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Beltran v. Lockheed Martin Corporation, (N.D. Tex. 2025).

Opinion

UNITED STATES DISTRICT COURT FOR THE NORTHERN DISTRICT OF TEXAS FORT WORTH DIVISION

NESTOR BELTRAN,

Plaintiff,

v. No. 4:24-cv-00675-P

LOCKHEED MARTIN CORP.,

Defendant.

MEMORANDUM OPINION AND ORDER

Before the Court is the Defendant Lockheed Martin Corporation’s (“Lockheed”) Motion for Summary Judgment. ECF No. 61. Having reviewed the briefing, evidence, and applicable law, the Court will GRANT Lockheed’s Motion. BACKGROUND The above numbered and styled case was filed on February 2, 2024, in the United States District Court for the District of Maryland. On July 18, 2024, the case was transferred to this Court. On August 7, 2024, Plaintiff filed an Amended Complaint, which is the live pleading in this case. Plaintiff Nestor Beltran alleges three causes of action against Lockheed (“Lockheed”): (1) Retaliation under Section 828 of the 2013 National Defense Authorization Act, 41 U.S.C. § 4712 et seq. (“NDAA”); (2) Discrimination under Title VII of the Civil Rights Act of 1964, as amended, 42 U.S.C. § 2000e et seq (“Title VII”); and (3) Retaliation under Title VII. Beltran’s claims against Lockheed arise out of series of incidents that occurred between March 2022 and March 2023, which culminated in his termination from Lockheed in May 2023. While Beltran’s Amended Complaint references multiple incidents in support of his claims for retaliation and discrimination, the pled adverse employment actions are based on two of those incidents. The first incident occurred on or about December 13, 2022, when Beltran, a mechanical inspector, identified issues with an aircraft’s battery and notified Lockheed’s production department. Beltran’s supervisor, Mike Mahaffey, ordered Beltran to correct the issue. Beltran responded to Mahaffey’s request by telling him that the issue needed to be addressed by “avionics personnel” and not by a mechanical inspector. Mahaffey insisted that Beltran complete the task because it was within his purview. Beltran responded that Mahaffey was wrong, and he would only do the work if he was issued an “Avoid Verbal Order” (“AVO”), which would authorize him to perform work outside of his skill set. Mahaffey informed Beltran that he would not issue an AVO, and again ordered Beltran to complete the task. Beltran again refused and Mahaffey had Beltran escorted off of company property for insubordination and refusal to work. That incident resulted in Beltran receiving a five-day suspension. The second incident occurred on or about March 22, 2023, when Willie Willborn ordered Beltran to complete a task involving the inspection of an electronic connector. Beltran rejected the task on the basis that it should be assigned to avionics personnel and was thus outside the tasks his job required him to perform. Willborn again sent Beltran a work order to complete the task. Beltran again rejected the task, but this time on the grounds that the task needed to be assigned to an electronics inspector. Willborn then submitted a third work order and Beltran again rejected it. After Beltran’s third rejection, Willborn contacted the relevant supervisors, and Mahaffey went to Beltran’s station. When Mahaffey arrived, Beltran refused to speak with Mahaffey privately because he wanted witnesses to the conversation. Mahaffey then asked Beltran to go look at the aircraft with him. Beltran refused to go with Mahaffey and stated that the task was outside of his job purview. In response, Mahaffey informed Beltran that if he looked at the work order he would see that the task was within his job responsibilities. Despite Mahaffey’s insistence, Beltran continued to refuse the task and, as he had done previously, demanded that Mahaffey issue an AVO. In response, Mahaffey read from a script that Lockheed’s human resources department had provided him, informing Beltran that the task was within his job classification and giving him a direct order to perform the task. Mahaffey also informed Beltran that if he refused the direct order he would be removed by security for insubordination and subject to discipline, up to and including termination. Beltran again refused the task and Mahaffey had him escorted off the property by security. Ultimately, this incident led to Beltran’s termination from Lockheed two months later. On August 7, 2024, the Parties filed a Joint Motion to Stay Pending Resolution of Related Arbitration, which the Court granted. On September 13, 2024, the Parties notified the Court that the arbitration had concluded. At the arbitration, District Lodge 776 (the “Union”)— which brought the arbitration proceeding on Beltran’s behalf—argued that Lockheed had violated the parties’ collective bargaining agreement (“CBA”) by suspending and terminating Beltran based on the aforementioned incidents. Specifically, the Union asserted, as Beltran does in his Amended Complaint, that the tasks assigned to Beltran were outside of his job duties and Beltran properly refused to do them without an AVO. After reviewing the parties’ arguments, the CBA, and the relevant evidence, the arbitrator concluded the five-day suspension was reasonable even though Beltran may have genuinely believed the job was outside the purview of his position and his request for an AVO was appropriate. Additionally, the arbitrator found that Beltran’s actions in March 2023 amounted to insubordination and his termination was justified under the circumstances. Subsequently, the Parties briefed, and the Court ruled on, whether the arbitration should have preclusive effect in this case. ECF Nos. 48, 49, 52, 54. After finding that precedent required the Court to find that the arbitration had no preclusive effect in this case, the Court placed the Parties on a schedule. ECF No. 55. Lockheed filed its Motion for Summary Judgment on May 2, 2025. ECF No. 61. The Parties have briefed their positions, and that Motion is ripe for review. LEGAL STANDARD Summary judgment is appropriate when “there is no genuine dispute as to any material fact” and the moving party “is entitled to judgment as a matter of law.” FED. R. CIV. P. 56(a). A dispute is “genuine” if the evidence presented would allow a reasonable jury to return a verdict for the non-moving party. Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 242–43 (1986). A fact is “material” if it would affect the case’s outcome. Id. at 248. Generally, the “substantive law will identify which facts are material,” and “[f]actual disputes that are irrelevant or unnecessary will not be counted.” Id. When determining whether summary judgment is appropriate, the Court views the evidence in the light most favorable to the nonmovant. See First Am. Title Ins. Co. v. Cont’l Cas. Co., 709 F.3d 1170, 1173 (5th Cir. 2013). In conducting its evaluation, the Court may rely on any admissible evidence of record, but it need only consider those materials cited by the parties. FED. R. CIV. P. 56(c)(1)–(3). And the Court need not mine the record to find evidence to support the non-movant; the burden falls on the movant to simply show a lack of evidence supporting the nonmovant’s case. See Malacara v. Garber, 353 F.3d 393, 404–05 (5th Cir. 2003). ANALYSIS Lockheed moves for summary judgment on all three of Beltran’s claims. ECF No. 61. Beltran opposes summary judgment and asserts there are material disputes of fact which necessitate the denial of Lockheed’s Motion. ECF No. 65.

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Beltran v. Lockheed Martin Corporation, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beltran-v-lockheed-martin-corporation-txnd-2025.