United States v. Shannon Drake

64 F.4th 220
CourtCourt of Appeals for the Fourth Circuit
DecidedMarch 31, 2023
Docket21-4242
StatusPublished

This text of 64 F.4th 220 (United States v. Shannon Drake) is published on Counsel Stack Legal Research, covering Court of Appeals for the Fourth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
United States v. Shannon Drake, 64 F.4th 220 (4th Cir. 2023).

Opinion

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PUBLISHED

UNITED STATES COURT OF APPEALS FOR THE FOURTH CIRCUIT

No. 21-4242

UNITED STATES OF AMERICA,

Plaintiff – Appellee,

v.

SHANNON MICHELLE DRAKE,

Defendant – Appellant.

Appeal from the United States District Court for the Middle District of North Carolina at Greensboro. William L. Osteen, Jr., District Judge. (1:16−cr−00205−WO−2)

Argued: January 27, 2023 Decided: March 31, 2023

Before GREGORY, Chief Judge, WILKINSON, and HEYTENS, Circuit Judges.

Affirmed by published opinion. Judge Wilkinson wrote the opinion, in which Chief Judge Gregory and Judge Heytens joined.

ARGUED: Claire J. Rauscher, WOMBLE BOND DICKINSON (US) LLP, Charlotte, North Carolina, for Appellant. Gregory Schaffer Knapp, UNITED STATES DEPARTMENT OF JUSTICE, Washington, D.C., for Appellee. ON BRIEF: David A. Hubbert, Deputy Assistant Attorney General, S. Robert Lyons, Chief, Criminal Appeals & Tax Enforcement Policy Section, Katie S. Bagley, Joseph B. Syverson, Tax Division, UNITED STATES DEPARTMENT OF JUSTICE, Washington, D.C.; Sandra J. Hairston, United States Attorney, OFFICE OF THE UNITED STATES ATTORNEY, Greensboro, North Carolina, for Appellee. USCA4 Appeal: 21-4242 Doc: 57 Filed: 03/31/2023 Pg: 2 of 19

WILKINSON, Circuit Judge:

Shannon Drake seeks an award of attorney’s fees under the Hyde Amendment, Pub.

L. No. 105-119, § 617, 111 Stat. 2440, 2519 (1997) (codified at 18 U.S.C. § 3006A note),

following the district court’s dismissal of the government’s criminal case against her. She

argues that her prosecution satisfied the Hyde Amendment’s criteria for fee shifting

because it was vexatious, frivolous, and in bad faith. She also requests discovery to support

her claim. The district court denied discovery and denied attorney’s fees based on its review

of the evidence available to the government when it initiated Drake’s prosecution. The

appeal here challenges the district court’s exercise of discretion at every turn. Because we

think the district court acted within its discretion throughout, we shall affirm the judgment.

I.

A.

This appeal arises out of the prosecution of Bruce Gregory Harrison III for tax

crimes and bank fraud. Harrison, who owned a temporary-staffing business in North

Carolina named Compensation Management, Inc. (CMI), was convicted of tax crimes

resulting from his failure to pay payroll taxes on behalf of his employees. See United States

v. Harrison, 541 F. App’x 290, 291–92 (4th Cir. 2013). Harrison instead used the withheld

payments for personal expenses to fund his lifestyle. Id.

Harrison also engaged in a “factoring” loan scheme involving funding that he and

companies controlled by him received from GrandSouth Bank in South Carolina. In a

factoring arrangement, companies sell their accounts receivable (debts owed to them by

their customers) to a “factor,” often a bank. In exchange, the factor loans the company a

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cash advance that is repaid over time as the factor collects the accounts receivable. The

factor typically charges interest and receives a commission.

The factoring scheme involved Harrison establishing certain “nominee” companies

that appeared on paper to be controlled by other individuals but were actually controlled

by him. GrandSouth factored accounts receivable “under the false pretense” that it “would

be factoring the accounts receivables of the Nominee Companies when, in fact, the

Nominee Companies did no staffing business, had no actual receivables, and the invoices

being factored belonged to CMI.” J.A. 115. The factoring loans were paid to the nominee

companies but were ultimately directed back to Harrison. Harrison’s contacts at

GrandSouth were Douglas Corriher, head of the factoring department, and Shannon Drake,

the employee who managed Harrison’s factoring loans.

After Harrison’s trial for payroll-tax fraud, a grand jury investigated GrandSouth’s

banking practices in connection with Harrison’s factoring arrangements. The investigation

developed evidence that GrandSouth officers and employees helped Harrison use his

nominee companies to circumvent legal lending limits on the amount that GrandSouth

could loan to any single borrower. Harrison wanted a credit line of about $10 million,

which greatly exceeded the legal limit. So Harrison and GrandSouth entered several

smaller factoring agreements, each in the name of a company nominally controlled by one

of Harrison’s associates but actually controlled by Harrison, which collectively exceeded

the legal limit. GrandSouth did not disclose Harrison’s interest in these arrangements to

bank examiners.

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Drake’s role in this scheme was more than tangential. As the district court later

found, she was “involved in or in fact administratively executed many of the criminal

transactions.” Id. at 6609–10. She was responsible for reviewing account credit limits and

communicated directly with CMI. Drake routinely made entries into GrandSouth’s records

that were “material and, for the most part . . . false” because they concealed Harrison’s

interest in the factoring arrangements. Id. at 6618. The entries indicated that accounts

receivable and factoring loans were associated with the nominees when they in fact

belonged to Harrison and CMI. They did not reflect the “true nature of the [nominee

companies’] corporate officers and structure” and “reflected distributions to and for the

benefit of the nominee companies when in fact those distributions were often made to, and

for the benefit of, Harrison.” Id.

Two GrandSouth employees testified before the grand jury about how Drake helped

Corriher conceal the fraudulent nature of Harrison’s factoring loans. 1 One of Drake’s

coworkers, C.G., testified that Drake and Corriher had a “very” close working relationship

and often discussed Harrison’s factoring arrangements. Id. at 4542–43. C.G. testified that

after Corriher became aware of an investigation, he directed Drake “to pull every single

1 We refer to grand jury testimony only to the extent necessary for public understanding of the decision’s rationale. “[P]ublic access” to judicial proceedings “promotes not only the public’s interest in monitoring the functioning of the courts but also the integrity of the judiciary.” Doe v. Pub. Citizen, 749 F.3d 246, 266 (4th Cir. 2014). Shielding judicial reasoning “from public view makes the ensuing decision look more like a fiat and requires rigorous justification.” Id. (quotation marks omitted). While Fed. R. Crim. P. 6(e) protects grand jury secrecy, it gives courts “substantial discretion,” Douglas Oil Co. v. Petrol Stops Nw., 441 U.S. 221, 223 (1979), to “authorize disclosure” of grand jury material “in connection with a judicial proceeding,” Fed. R. Crim. P. 6(e)(3)(E).

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box of all those staffing companies and pile them up and shred them. . . . [t]he less hands

that touch these files, the better.” Id. at 4544.

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Bluebook (online)
64 F.4th 220, Counsel Stack Legal Research, https://law.counselstack.com/opinion/united-states-v-shannon-drake-ca4-2023.