Graff v. Field

CourtCourt of Appeals for the Fifth Circuit
DecidedAugust 19, 1999
Docket98-10702
StatusUnpublished

This text of Graff v. Field (Graff v. Field) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fifth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Graff v. Field, (5th Cir. 1999).

Opinion

IN THE UNITED STATES COURT OF APPEALS FOR THE FIFTH CIRCUIT _____________________

No. 98-10702 _____________________

HERBERT R GRAFF; CARL W MANGUS; STEVE FEDORKO; ED J PAYNE; LARRY FLOOD; VINCE SCARICH; OTTO NASS,

Plaintiffs-Appellees,

v.

DONALD L FIELD, JR,

Defendant-Appellant. _________________________________________________________________

Appeal from the United States District Court for the Northern District of Texas _________________________________________________________________

August 19, 1999

Before KING, Chief Judge, and REYNALDO G. GARZA and JOLLY, Circuit Judges.

KING, Chief Judge:*

Defendant-appellant Donald Field, Jr. appeals an adverse

judgment following a jury verdict in favor of plaintiffs-

appellees on their state-law claims that he fraudulently sold

them securities in an oil-drilling concern. Field argues that

the district court erroneously denied him summary judgment on

plaintiffs-appellees’ federal securities claims and improperly

maintained supplemental jurisdiction over plaintiffs-appellees’

state-law claims. Field also contends that there is insufficient

* Pursuant to 5TH CIR. R. 47.5, the court has determined that this opinion should not be published and is not precedent except under the limited circumstances set forth in 5TH CIR. R. 47.5.4. evidence to support the jury’s findings that Field committed

common-law fraud. We affirm the judgment.

I. FACTUAL BACKGROUND

This case arises from the sale of securities issued by Tekna

Synergy Corporation (Tekna) between January and September 1992.

Tekna obtained approximately $1.5 million through the sale of

securities to investors, including over $750,000 from plaintiffs-

appellees (plaintiffs), and represented that the proceeds would

be used to drill both horizontal and vertical shafts for three

oil wells. Tekna did not disclose, however, that other oil

companies had already drilled and abandoned vertical shafts for

these wells, and that therefore Tekna did not need to perform

vertical drilling.

Defendant-appellant Donald Field, Jr. is a licensed attorney

who incorporated Tekna and served as a director and its president

through September 1992. Field acted as the chief executive

officer and supervised and controlled the business affairs of

Tekna. Field stipulated that he assisted outside attorneys in

preparing the prospectuses that were delivered to plaintiffs and

other potential investors, and he testified that he reviewed the

prospectuses prior to their distribution and “was satisfied with

the language of what they put together.” These prospectuses

falsely represented that Tekna would spend approximately $1.4

million for the vertical drilling of the three wells.

The Securities and Exchange Commission (the SEC) brought

suit against Tekna in the United States District Court for the

2 Northern District of Texas in 1993 (the SEC action). The SEC

sought an injunction preventing Tekna from violating federal

securities laws in connection with the sale of securities in the

form of fractional undivided interests in oil and gas wells or

investment contracts. The SEC action was assigned to United

States District Judge John McBryde, and the district court issued

an injunction and ultimately entered judgment in favor of the SEC

based on consent decrees entered by the parties.

II. PROCEDURAL HISTORY

Plaintiffs filed suit against Tekna’s officers, including

Field, in the United States District Court for the Northern

District of Texas in October 1993 (the 1993 action). Plaintiffs

alleged that Tekna and its officers had made fraudulent

misrepresentations in the sale of Tekna securities in violation

of § 10(b) of the Securities Exchange Act of 1934, 15 U.S.C.

§ 78j, and SEC Rule 10b-5, 17 C.F.R. § 240.10b-5;1 the Texas

Securities Act, TEX. BUS. & COM. CODE ANN. § 27.01; and the

1 Section 78j provides in relevant part:

It shall be unlawful for any person, directly or indirectly, by the use of any means or instrumentality of interstate commerce or of the mails . . . [t]o use or employ, in connection with the purchase or sale of any security . . . any manipulative or deceptive device or contrivance in contravention of such rules and regulations as the [SEC] may prescribe as necessary or appropriate in the public interest or for the protection of investors.

15 U.S.C. § 78j. Under SEC Rule 10b-5, it is unlawful for any person “[t]o make any untrue statement of a material fact or to omit to state a material fact necessary in order to make the statements made, in the light of the circumstances under which they were made, not misleading . . . in connection with the purchase or sale of any security.” 17 C.F.R. § 240.10b-5 (1998).

3 Deceptive Trade Practices-Consumer Protection Act, TEX. BUS. &

COM. CODE ANN. §§ 17.41-.63. Further, plaintiffs alleged that

Tekna and its officers had engaged in common-law fraud and

breached fiduciary duties they owed plaintiffs by selling them

Tekna securities. The 1993 action was also assigned to Judge

McBryde, and trial was scheduled to commence on April 24, 1995.

On March 31, 1995, Field filed a petition under Chapter 13

of the Bankruptcy Code in the United States Bankruptcy Court for

the Northern District of California. See 11 U.S.C. § 1301-1330.

The district court ordered that plaintiffs decide whether to (1)

seek to lift the automatic stay and proceed against Field in the

1993 action or (2) dismiss Field from the 1993 action and pursue

their claims against him in bankruptcy court. On April 21, 1995,

plaintiffs moved to dismiss Field from the 1993 action and stated

an intent to pursue their claims in the bankruptcy court. The

district court dismissed plaintiff’s claims against Field without

prejudice on April 24, 1995. Plaintiffs prevailed at trial

against the remaining Tekna officers and ultimately obtained a

judgment against them.

Field filed an application to dismiss his bankruptcy case on

November 6, 1996. The bankruptcy court granted the application

the following day, and on November 14, 1996, the clerk of the

bankruptcy court issued notice that Field’s bankruptcy case had

been dismissed. Plaintiffs filed the instant suit on January 7,

1997, again alleging that Field violated federal securities laws,

the Texas Securities Act, and the Texas Deceptive Trade

4 Practices-Consumer Protection Act, and engaged in common-law

fraud in the sale of Tekna securities to plaintiffs.

Field filed a motion for summary judgment on plaintiffs’

federal securities claims and for dismissal of plaintiffs’ state-

law claims on February 10, 1997. Field asserted that he was

entitled to summary judgment under 15 U.S.C. § 78i(e)2 because

more than three years had elapsed since the alleged violation and

that therefore plaintiffs could not proceed on their federal

claims.

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