In re Santander Consumer USA Holdings Inc. Stockholders' Litigation

CourtCourt of Chancery of Delaware
DecidedMarch 31, 2025
Docket2022-0689-LWW
StatusPublished

This text of In re Santander Consumer USA Holdings Inc. Stockholders' Litigation (In re Santander Consumer USA Holdings Inc. Stockholders' Litigation) 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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In re Santander Consumer USA Holdings Inc. Stockholders' Litigation, (Del. Ct. App. 2025).

Opinion

COURT OF CHANCERY OF THE STATE OF DELAWARE

LORI W. WILL LEONARD L. WILLIAMS JUSTICE CENTER VICE CHANCELLOR 500 N. KING STREET, SUITE 11400 WILMINGTON, DELAWARE 19801-3734

March 31, 2025

Gregory V. Varallo, Esquire Garrett B. Moritz, Esquire Andrew E. Blumberg, Esquire Adam D. Gold, Esquire Benjamin M. Potts, Esquire Thomas C. Mandracchia, Esquire Bernstein Litowitz Berger & Dylan T. Mockensturm, Esquire Grossmann LLP Ross Aronstam & Moritz LLP 500 Delaware Avenue, Suite 901 1313 North Market Street, Suite 1001 Wilmington, Delaware 19801 Wilmington, Delaware 19801

RE: In re Santander Consumer USA Holdings Inc. Stockholders’ Litigation, Consol. C.A. No. 2022-0689-LWW

Dear Counsel:

This action challenged the fairness of a 2022 buyout of a Santander

subsidiary’s public shares. The case settled on the eve of trial after years of hard-

fought litigation led by Elliott—a prominent investment management firm that held

a large stake in the subsidiary. I approved both the settlement, which secured $162.5

million for the stockholder class, and a fee award to the plaintiffs’ counsel out of

that amount. I took Elliott’s request for a $1.625 million incentive award under

advisement.

Elliott devoted extraordinary time and expertise to building, advancing, and

resolving the case, yielding a positive outcome for the class. But the bonus it seeks, Consol. C.A. No. 2022-0689-LWW March 31, 2025 Page 2 of 18

which is 62.5% greater than the largest incentive award granted in Delaware, is

excessive. After considering the competing policy interests at play and precedent, I

conclude that $500,000 to be paid out of lead counsel’s fee award is appropriate.

I. BACKGROUND1

This case concerns a take-private transaction of Santander Consumer USA

Holdings, Inc. (“SCUSA”), a consumer auto financing company. In January 2022,

global financial institution Banco Santander, S.A. and its United States operating

subsidiary Santander Holdings USA, Inc. (“SHUSA”) purchased the public shares

of SCUSA for $41.50 per share. Before the buyout, SHUSA owned approximately

80% of SCUSA; the remaining 20% was publicly traded.2

Elliott, previously SCUSA’s largest minority stockholder, proceeded to

conduct a books and records investigation before filing a class action complaint.3 Its

suit was consolidated with another brought by a pension fund, and an amended

1 The factual discussion that follows is based on allegations in the Verified Amended Class Action Complaint and the background described in the plaintiffs’ settlement brief. See Verified Am. Class Action Compl. (Dkt. 141) (“Compl.”); Pls.’ Opening Br. in Supp. of the Proposed Settlement, Class Certification, Award of Att’ys’ Fees & Expenses & Incentive Award (Dkt. 203) (“Settlement Br.”). I have not made—and am not making— any findings of fact. 2 Compl. ¶¶ 1-5. 3 See Dkt 1; Compl. ¶ 53. I refer to co-lead plaintiffs Elliott International L.P. and The Liverpool Limited Partnership together as “Elliott.” Consol. C.A. No. 2022-0689-LWW March 31, 2025 Page 3 of 18

complaint was filed.4 The co-lead plaintiffs challenged the fairness of the buyout,

which involved a two-step tender offer (with no minimum tender condition) and

merger under 8 Del. C. § 251(h).5 Elliott and its counsel theorized that Santander

insiders had unique knowledge that allowed them to time the buyout so that they

reaped billions of dollars in unique benefits.6

The parties prepared for trial through the summer of 2024. They were

“effectively trial ready” when, on September 9, 2024, they accepted a mediator’s

double-blind proposal to settle for $162.5 million.7

After providing notice to the class, the parties appeared at a December 17,

2024 settlement hearing. I approved the settlement as fair and reasonable.8

I approved lead counsel’s request for a fee and expense award of $26,631,143.34

from the settlement fund.9 I approved Elliott’s request for the reimbursement of its

expenses totaling $3.8 million—largely consisting of outside expert fees.10

4 Dkts. 19, 131, 141. 5 Compl. ¶ 4. 6 Id. ¶ 10. 7 Settlement Br. 2, 25-26. 8 Dkt. 211 (“Settlement Hr’g Tr.”) 43; see also Dkt. 210 ¶ 10. 9 Settlement Hr’g Tr. 40, 43. 10 Id. at 41; Settlement Br. 57. Consol. C.A. No. 2022-0689-LWW March 31, 2025 Page 4 of 18

I approved the co-lead plaintiff’s request for a $5,000 incentive award.11 And I took

Elliott’s request for a $1,625,000 incentive award, which amounts to 1% of the

settlement fund, under advisement.12

II. ANALYSIS

Individual stockholders may bring representative litigation and pursue a

recovery on behalf of a stockholder class.13 “At the conclusion of a class action, the

class representatives are eligible for a special payment in recognition of their service

to the class.”14 This payment—called an “incentive award”—is in addition to the

representative plaintiff’s pro rata recovery as a class member. It is typically paid out

of class counsel’s own fee and expense award.15

A representative plaintiff takes on risks and burdens not shared with the absent

class members. To be an “adequate” representative, a plaintiff must maintain

oversight of class counsel and involvement with the case.16 She may face intrusive

11 Settlement Hr’g Tr. 43. 12 Id. at 42. 13 See Ct. Ch. R. 23(a) (“One or more members of a class may sue or be sued as representative parties on behalf of all members . . . .”). 14 5 William B. Rubenstein et al., Newberg and Rubenstein on Class Actions § 17:1 (6th ed. 2024). 15 See Chen v. Howard-Anderson, 2017 WL 2842185, at *2 (Del. Ch. June 30, 2017) (ORDER) (“[I]ncentive awards in Delaware are often authorized to be paid out of class counsel’s share of the recovery.” (citation omitted)). 16 Ct. Ch. R. 23(a)(4). Consol. C.A. No. 2022-0689-LWW March 31, 2025 Page 5 of 18

discovery such as being deposed, having documents collected from personal devices,

or undergoing cross-examination at trial.17 If the case goes awry, she may risk

reputational harm—and even sanctions.

Incentive awards can encourage a plaintiff to step up as representative

plaintiffs and compensate them for “shouldering the extra burden in class action

litigation.”18 Without an award, the representative plaintiff may bear “certain costs

of continued litigation while receiving a disproportionately smaller pro-rata share of

the marginal benefit.”19 The incentive award is not only a rescissory measure, but

also serves as “an incentive to proceed with costly litigation (especially costly for an

actively participating plaintiff) with uncertain outcomes.”20

17 See e.g., Voigt v. Metcalf, C.A. No. 2018-0828-JTL, at 43-46 (Del. Ch. Feb. 2, 2022) (TRANSCRIPT) (describing the extensive and burdensome discovery taken against the plaintiff as a factor in determining the plaintiff’s incentive fee award). 18 Raider v. Sunderland, 2006 WL 75310, at *1 (Del. Ch. Jan. 4, 2006); see also Sullivan v. DB Invs., Inc., 667 F.3d 273, 333 n.65 (3d Cir.

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In re Santander Consumer USA Holdings Inc. Stockholders' Litigation, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-santander-consumer-usa-holdings-inc-stockholders-litigation-delch-2025.