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Basic, Inc. Vs. Levinson

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  • US Supreme Court
  • Mar 07, 1988

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  1. Santa Fe Industries, Inc. Vs. Green US Supreme Court · Mar 23, 1977
  2. Dirks Vs. Sec US Supreme Court · Jul 01, 1983
  3. U.S. 224 (1988) U.S. Supreme Court Basic, Inc. v. Levinson
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  4. U.S. 224 (1988) Basic, Inc. v. Levinson
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  5. The standard set forth in TSC Industries, Inc. v. Northway
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  6. Id. at 746, quoting SEC v. Texas
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  7. Gulf Sulphur Co., 401 F.2d 833, 862 (CA2 1968) (en banc), cert. denied sub nom. Coates v. SEC
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  8. U. S. 462 , 430 U. S. 477 -478 (1977), quoting SEC v. Capital
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  9. Rule 10b-5, and constitutes an essential tool for enforcement of the 1934 Act's requirements. See, e.g., Ernst & Ernst v. Hochfelder
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  10. Blue Chip Stamps v. Manor
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  11. b) or of Rule 10b-5. See, e.g., Santa Fe Industries, Inc. v. Green
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  12. Chiarella v. United
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  13. Ernst & Ernst v. Hochfelder
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  14. supra, (scienter). See also Carpenter v. United
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  15. The Court also explicitly has defined a standard of materiality under the securities laws, see TSC Industries, Inc. v. Northway
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  16. as to the price and structure of the transaction has been reached between the would-be merger partners. See Greenfield v. Heublein
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  17. tentative, disclosure of their existence itself could mislead investors and foster false optimism. See Greenfield v. Heublein
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  18. Reiss v. Pan
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  19. and the test also provides a usable, bright-line rule for determining when disclosure must be made. See Greenfield v. Heublein
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  20. Flamm Page 485 U. S. 234 v. Eberstadt
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  21. Flamm v. Eberstadt
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  22. SEC v. Capital
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  23. Gains Research Bureau, Inc., 375 U.S. at 375 U. S. 186 . Accord, Affiliated Ute Citizens v. United
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  24. of factors to consider in making his investment decision. TSC Industries, Inc. v. Northway
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  25. SEC v. Texas
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  26. SEC v. Geon
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  27. Peil v. Speiser
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  28. b). We agree that reliance is an element of a Rule 10b-5 cause of action. See Ernst & Ernst v. Hochfelder
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  29. the requisite causal connection between a defendant's misrepresentation and a plaintiff's injury. See, e.g., Wilson v. Comtech
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  30. List v. Fashion
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  31. Park, Inc., 340 F.2d 457, 462 (CA2), cert. denied sub nom. List v. Lerner
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  32. between the plaintiffs' injury and the defendant's wrongful conduct had been established. See Affiliated Ute Citizens v. United
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  33. rather than the defect in the solicitation materials, served as an essential link in the transaction. See Mills v. Electric
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  34. In re LTV Securities Litigation, 88 F.R.D. 134, 143 (ND Tex.1980). Accord, e.g., Peil v. Speiser
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  35. Blackie Page 485 U. S. 245 v. Barrack
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  36. i.e., how he would have acted if omitted material information had been disclosed, see Affiliated Ute Citizens v. United
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  37. States, 406 U.S. at 406 U. S. 153 -154, or if the misrepresentation had not been made, see Sharp v. Coopers
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  38. unrealistic evidentiary burden on the Rule 10b-5 plaintiff who has traded on an impersonal market. Cf. Mills v. Electric
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  39. H.R.Rep. No. 1383, at 11. See Lipton v. Documation
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  40. Schlanger v. Four-Phase
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  41. b) and Rule 10b-5 context, the standard of materiality set forth in TSC Industries, Inc. v. Northway
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  42. Brief for SEC as Amicus Curiae 8, n. 4. See also McGrath v. Zenith
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  43. Radio Corp., 651 F.2d 458, 466, n. 4 (CA7), cert. denied, 454 U.S. 835 (1981), and Goldberg v. Meridor
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  44. See Staffin v. Greenberg
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  45. Greenfield v. Heublein
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  46. a claim that defendant was under an obligation to disclose various events related to merger negotiations. Reiss v. Pan
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  47. U.S. Supreme Court Basic, Inc. v. Levinson
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  48. TSC Industries, Inc. v. Northway
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  49. Coates v. SEC
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  50. Carpenter v. United
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