Elias Guerra, in his capacity as Securityholder Representative of former stockholders of Popwallet, Inc. v. Snap Inc.

CourtCourt of Chancery of Delaware
DecidedMay 1, 2026
DocketC.A. No. 2024-1009-CDW
StatusPublished

This text of Elias Guerra, in his capacity as Securityholder Representative of former stockholders of Popwallet, Inc. v. Snap Inc. (Elias Guerra, in his capacity as Securityholder Representative of former stockholders of Popwallet, Inc. v. Snap Inc.) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Elias Guerra, in his capacity as Securityholder Representative of former stockholders of Popwallet, Inc. v. Snap Inc., (Del. Ct. App. 2026).

Opinion

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE

ELIAS GUERRA, in his capacity as Securityholder Representative, and POPWALLET, INC.,

Plaintiffs, C.A. No. 2024-1009-CDW v.

SNAP, INC.,

Defendant.

REPORT GRANTING DEFENDANT’S MOTION TO DISMISS

Date Submitted: January 8, 2026 Date Decided: May 1, 2026

James S. Green, COLE SCHOTZ PC, Wilmington, Delaware; Tyler Hudson, WAGSTAFF & CARTMELL LLP, Kansas City, Missouri; Counsel for Plaintiff Elias Guerra

William M. Lafferty, Susan W. Waesco, Sara Carnahan, MORRIS, NICHOLS, ARSHT & TUNNELL LLP, Wilmington, Delaware; Counsel for Defendant Snap Inc.

WRIGHT, M. The former chief executive officer and co-founder of a company merged

out of existence several years ago claims the acquiring company fraudulently

induced the acquired company and its stockholders to agree to the merger by

misrepresenting the acquiring company’s ability to handle a major change to its

business model. Acting as the duly appointed representative of the acquired

company’s former stockholders, the former CEO wants the transaction

unwound or, alternatively, an award of rescissory damages. The acquiring

company seeks dismissal on multiple grounds, including that this action is

preempted by the federal Securities Litigation Uniform Standards Act because

the plaintiff is pursuing representative claims based on state law that arise from

alleged misrepresentations or omissions made in connection with the purchase

or sale of covered securities. For the reasons explained below, I conclude that

state-court adjudication of this action is preempted under the Securities

Litigation Uniform Standards Act and recommend the court grant defendant’s

motion to dismiss.

I. BACKGROUND

Plaintiff Elias Guerra (“Guerra”) is a co-founder and former chief

executive officer of Popwallet, Inc. (“Popwallet”). 1 Defendant Snap, Inc.

(“Snap”) is a Delaware corporation. 2 Popwallet was a Delaware corporation

1 See Verified Am. Compl. (“Am. Compl.”) ¶¶ 2, 11.

2 Id. ¶ 16. that Snap acquired in 2021. 3 Popwallet was “a mobile wallet marketing

platform that allowed company partners to create and manage mobile wallet

cards and deliver contactless customer experiences that included dynamic

coupons and offers, rebates, loyalty and gift cards as well as other branded

content.” 4 Prior to its merger with Snap, Popwallet “was a successful

marketing partner to large global brands and it began to receive unsolicited

acquisition interest by large technology companies.” 5

A. Snap’s Advertising Business

This action focuses on Snap’s advertising business, which the amended

complaint asserts “heavily depended on [Snap]’s ability to track users’ activity

on their devices, so that advertisers could both target their ads to specific users

based on their interests and measure the effectiveness of those ads.” 6 The

amended complaint explains that, for a time, Apple Inc. “include[d] a data

system known as ‘Identifiers for Advertisers’ (‘IDFA’).” 7 “From its

inception,” the amended complaint maintains that “IDFA was vital for

companies that depended on third-party advertising to create revenue because it

3 Id. ¶¶ 16, 77.

4 Id. ¶ 2.

5 Id. ¶ 3.

6 Id. ¶ 23.

7 Id. ¶ 24.

-2- allowed targeted advertising to particular users and effective measurement of an

advertisement’s success with a particular user.” 8

This all allegedly changed in June 2020, when Apple “publicly

announced an upcoming change to user data privacy and protection that it

referred to as ‘App Tracking Transparency’ (‘ATT’).” 9 The amended

complaint further explains that “ATT would change IDFA tracking from an

‘opt-out’ option to an ‘opt-in’ option, meaning that a user’s data would not be

subject to IDFA tracking unless that user affirmatively opted into that type of

tracking.” 10 The amended complaint states that the introduction of ATT was

inevitably poised to harm Snap’s advertising business, noting that “[i]n 2020,

roughly 70% of Snap’s advertising revenue derived from users of Apple

devices, including iPhones and iPads[,] and a significant portion of Snapchat’s

265 million daily users used Apple devices to access the platform.” 11

B. Snap’s Professed Confidence in the Face of Market Changes

Central to this action are Snap’s public statements following the

announcement of ATT. The amended complaint alleges that “Snap

downplayed the severity of [ATT’s] impact and claimed that Apple offered an

8 Id. ¶ 25.

9 Id. ¶ 26.

10 Id. ¶ 27.

11 Id. ¶ 32.

-3- alternative tool known as SKAdNetwork (‘SKAN’) that would allow Snap and

its advertisers to continue to achieve targeting advertising even if no longer on

an individual basis.” 12 The amended complaint also alleges that Snap

“reassure[d] the market by stating in various ways and in various mediums that

its advertising business was well-equipped to handle the ATT changes and

maintain its strong record of revenue growth.” 13

The amended complaint highlights different public statements Snap or its

representatives made that allegedly show Snap maintained an unreasonably

overconfident public face to the impending changes to digital advertising. 14

Snap’s public statements allegedly “contrasted those of other companies that

relied upon IDFA and third-party advertisers.” 15 The amended complaint

observes that market analysts specifically noted Snap’s professed confidence in

the face of ATT. 16

C. Snap Pursues Popwallet

The amended complaint alleges that Popwallet and Snap began exploring

Snap’s possible acquisition of Popwallet in May 2021. 17 The parties allegedly

12 Id. ¶ 34.

13 Id. ¶ 36.

14 See id. ¶¶ 37–43, 46, 88–89, 101–102.

15 Id. ¶ 38.

16 See id. ¶¶ 44–45.

17 See id. ¶¶ 55–57.

-4- agreed on purchase terms “which include: a purchase price of $25 million,”

made up “of $20 million in restricted stock and $5 million cash. There was also

$5 million in restricted stock for continuing employees who would join

Snap.” 18 The amended complaint alleges that “Popwallet was amenable to the

restricted stock because, based on Snap’s public statements and filings, Snap

was well-positioned to weather the upcoming ATT changes and continue to

experience its historic growth.” 19 The amended complaint alleges the parties

executed a term sheet, purportedly on July 1, 2021, that reiterated the above

purchase terms. 20

Guerra and nonparty Wes Biggs 21 conducted Popwallet’s due diligence,

on behalf of its stockholders, before the sale closed. 22 Guerra and Biggs

purportedly did so by reviewing Snap’s public statements and filings with the

U.S. Securities and Exchange Commission (“SEC”). 23

D. Snap Acquires Popwallet

On September 9, “Popwallet’s board of directors unanimously approved

the Merger Agreement and recommended that Popwallet’s stockholders do the

18 Id. ¶ 58.

19 Id.

20 Id.

21 Biggs is a co-founder of Popwallet. See id. ¶¶ 2, 51. 22 Id. ¶ 61.

23 See id. ¶¶ 61, 63.

-5- same.” 24 On September 11, “Popwallet’s board of directors delivered to

Popwallet’s former stockholders a Consent Solicitation and Information

Statement that contained the Merger Agreement along with other related

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Elias Guerra, in his capacity as Securityholder Representative of former stockholders of Popwallet, Inc. v. Snap Inc., Counsel Stack Legal Research, https://law.counselstack.com/opinion/elias-guerra-in-his-capacity-as-securityholder-representative-of-former-delch-2026.