Clem v. Skinner

CourtDistrict Court, D. Delaware
DecidedJanuary 28, 2025
Docket1:21-cv-00406
StatusUnknown

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

Bluebook
Clem v. Skinner, (D. Del. 2025).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF DELAWARE JAMES CLEM, Derivatively on Behalf of WALGREENS BOOTS ALLIANCE, INC., Plaintiff, C.A. No. 21-406-GBW v. JAMES A. SKINNER, STEFANO PESSINA, WILLIAM C. FOOTE, NANCY M. SCHLICHTING, GINGER L. GRAHAM, DAVID J. BRAILER, JANICE M. BABIAK, DOMINIC P. MURPHY, JOHN A. LEDERER, JOSE E. ALMEIDA, GEORGE R. FAIRWEATHER, and LEONARD D. SCHAEFFER, Defendants,

and WALGREENS BOOTS ALLIANCE, INC., a Delaware corporation, Nominal Defendant.

MEMORANDUM ORDER Pending before the Court is Plaintiff James Clem’s (“Plaintiff’ or “Mr. Clem”) unopposed Motion for Final Approval of Derivative Settlement, Award of Attorneys’ Fees and Expenses, and Service Award (“Motion”) (D.I. 51) and corresponding Memorandum of Points and Authorities (D.I. 52). For the following reasons, the Court GRANTS Plaintiff's motion. L BACKGROUND On March 19, 2021, Mr. Clem filed this shareholder derivative action alleging that various directors of Walgreens Boots Alliance, Inc. (“Walgreens”) made misrepresentations regarding Walgreens’ now-failed merger with Rite Aid Corporation (“Rite Aid”). D.I. 2; see id. at 2

(alleging, for example: “Despite knowledge that the merger was in jeopardy, the Individual Defendants [i.e., various Walgreens directors or officers] failed to soften their confident stance to investors. From October 20, 2016 to June 28, 2017, these fiduciaries made or allowed Walgreens to make a series of improper statements continuing to assure investors they were confident the deal would close while dispelling outside reports signaling regulatory turbulence.”). On July 9, 2024, the parties entered a settlement that (1) requires Walgreens to implement various corporate governance reforms, (2) provides costs and fees in the amount of $750,000 to Plaintiffs counsel, and (3) provides a service award of $2,500 to Plaintiff. See D.I. 52 at 1-2, 13, 20. The corporate governance reforms include: “(i) ensuring annual attendance by directors at the stockholder meeting and at continuing education director training; (ii) enhancing the specific duties of the Audit Committee related to disclosure controls and procedures; (iii) enhancing the oversight responsibilities of the Disclosure Committee when mergers are contemplated; and (iv) enhancing the Company’s [i.e., Walgreens’] oversight of whistleblower procedures.” D.I. 40 at 1, 12; see id. at 4-7 (discussing these reforms in greater detail). On July 10, 2024, Plaintiff filed an unopposed Motion for Preliminary Approval of Settlement (“Preliminary Approval Motion”). D.I. 39. In support, Plaintiff also filed inter alia the Stipulation and Agreement of Settlement (the “Proposed Settlement” or “Settlement”) (D.I. 41 Ex. 1), Governance Reforms required by the Proposed Settlement (“Reforms”) (D.I. 41 Ex. A), and a Proposed Notice of Pendency and Settlement (“Proposed Notice”) (D.I. 41 Ex. B). On November 19, 2024, the Court held a preliminary approval hearing and, on November 25, 2024, the Court issued a Preliminary Approval Order. D.I. 49. In that Order, the Court inter alia: (1) granted preliminary approval of the settlement; (2) scheduled a hearing for final approval on January 23, 2025; (3) required Walgreens to (a) cause notice of the settlement to be published

one time in Business Wire, (b) cause notice of the settlement and the terms of the settlement to be posted on the “Investor Relations” page of Walgreens’ website, and (c) include the notice and terms of the settlement in a Form 8-K furnished to the SEC; (4) required Defendants’ counsel to file with the Court an affidavit or declaration confirming that Walgreens had satisfied the required notices; (5) explained that all Walgreens stockholders would be bound by the settlement; (6) explained the process by which Walgreens stockholders could lodge objections to the proposed settlement; and (7) required Plaintiff to file his motion for final approval by January 9, 2025. D.I. 49 at FJ 2-14. On December 20, 2024, Defendants’ counsel filed a declaration pursuant to the Court’s Preliminary Approval Order declaring that Defendant had satisfied the Court’s notice requirements. D.I. 50. On December 23, 2024, Plaintiff timely filed his Motion for Final Approval. See D.I. 54. On January 13, 2025, Plaintiff also filed a Notice of Non-Objection. D.I. 54. The Notice of Non-Objection states that “the January 9, 2025, deadline to file and serve any objections to the proposed Settlement has passed, and, as of the date of this filing, no objections have been filed, served, or otherwise received by counsel for the Parties.” D.I. 54 at 1. Indeed, no objections have been lodged. On January 23, 2025, the Court held a hearing on Plaintiff's Motion for Final Approval. II. DISCUSSION Rule 23.1(c) of the Federal Rules of Civil Procedure provides: “A derivative action may be settled, voluntarily dismissed, or compromised only with the court’s approval.” Fed. R. Civ. P. 23.1(c). District courts have “wide discretion” in approving shareholder derivative suits. See Shlensky v. Dorsey, 574 F.2d 131, 147 (3d Cir. 1978).

“The principal factor to be considered in determining the fairness of a settlement concluding a shareholders’ derivative action is the extent of the benefit to be derived from the proposed settlement by the corporation, the real party in interest.” Shlensky, 574 F.2d at 147. In addition, district courts approving shareholder derivative settlements consider the factors applicable to approval of class action settlements. See id. (“[T]he standards annunciated in Girsh v. Jepson for class suit settlements have accordingly been applied, although perhaps with somewhat less rigor, in the settlement of shareholders’ derivative suits.” (citing 521 F.2d 153, 156- 57 (3d Cir. 1975))). The “Girsh” factors are: (1) the complexity, expense and likely duration of the litigation; (2) the reaction of the shareholders to the settlement; (3) the stage of the proceedings and the amount of discovery completed; (4) the risks of establishing liability; (5) the risks of establishing damages; (6) the risks of maintaining the derivative action through the trial; (7) the ability of the defendants to withstand a greater judgment; (8) the range of reasonableness of the settlement agreement in light of the best possible recovery; and (9) the range of reasonableness of the settlement fund to a possible recovery in light of all the attendant risks of litigation. Girsh, 521 F.2d at 156-57. As discussed below, each of the Girsh factors weigh in favor of approving the settlement, including the extent of the benefit to be derived from the proposed settlement by Walgreens (which is discussed in the context of Girsh factors 8 and 9). Following a discussion of the Girsh factors, the Court also holds that Defendants’ notice of the proposed settlement to the Walgreens stockholders was sufficient and that the amount of fees, costs and the award is fair and reasonable. A. The First Girsh Factor Supports Settlement The first Girsh factor considers the “probable costs, in both time and money, of continued litigation.” In re Gen. Motors Corp. Pick-Up Truck Fuel Tank Prods. Liab. Litig., 55 F.3d 768, 814 (3d Cir. 1995). “By measuring the costs of continuing on the adversarial path, a court can

gauge the benefit of settling the claim amicably.” Jd. at 812. “Settlement is favored under this factor if litigation is expected to be complex, expensive and time consuming.” Jn re Royal Dutch/Shell Transp. Sec. Litig., No.

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Clem v. Skinner, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clem-v-skinner-ded-2025.