Ricky D. Parker and James Myers v. Schlumberger Technology Corporation

ACCEPTED 01-14-01018-CV FIRST COURT OF APPEALS HOUSTON, TEXAS 6/23/2015 4:46:51 PM CHRISTOPHER PRINE CLERK NO. 01-14-01018-CV FILED IN IN THE COURT OF APPEALS 1st COURT OF APPEALS FOR THE FIRST DISTRICT OF TEXAS HOUSTON, TEXAS HOUSTON, TEXAS 6/23/2015 4:46:51 PM CHRISTOPHER A. PRINE Clerk RICKY D. PARKER AND JAMES MYERS Appellants v. SCHLUMBERGER TECHNOLOGY CORPORATION Appellee Interlocutory Appeal from the 268th Judicial District Court of Fort Bend County, Texas Cause No. 14-DCV-218252 APPELLANTS RICKY D. PARKER AND JAMES MYERS’ MOTION TO REVIEW JUNE 4, 2015 AMENDED TEMPORARY INJUNCTION Levon G. Hovnatanian State Bar No. 10059825 hovnatanian@mdjwlaw.com Robert T. Owen State Bar No. 24060370 owen@mdjwlaw.com Kevin G. Cain State Bar No. 24012371 cain@mdjwlaw.com MARTIN, DISIERE, JEFFERSON & WISDOM, L.L.P. 808 Travis, 20TH Floor Houston, Texas 77002 (713) 632-1700 – Telephone (713) 222-0101 – Facsimile TO THE HONORABLE COURT OF APPEALS: Procedural Facts This is an interlocutory appeal of the Fort Bend County District Court’s orders denying a motion to compel arbitration and granting a temporary injunction prohibiting the appellants Rick Parker and James Myers from working in the wireline industry. On April 30 2015, following oral argument, the Court entered an order sua sponte staying proceedings in the district court, with the sole exception that the district court was permitted to hear matters relating to the temporary injunction and was permitted to issue orders that modify or dissolve that injunction. On June 4, 2015 the district court signed an order modifying the injunction. See Supplemental Record & Appendix Tab 1. 1 The modified injunction maintains all of the substantive work restrictions as to both Parker and Myers but provides that the work restrictions expire on September 15, 2015 as to Parker alone. See Supplemental Record & Appendix Tab 1. 1 Attached to the appendix to this motion are true and correct copies of (1) Appellants’ Motion to Modify or Dissolve the Temporary Injunction; (2) Appellee’s Response to the Motion to Modify or Dissolve the Temporary Injunction; and (3) the district court’s June 4, 2015 Amended Temporary Injunction. Parker and Myers have also requested that the Fort Bend County District Clerk supplement the appellate record with these documents. 1 Rule 29.6 The district court’s June 4, 2015 order does not affect this Court’s jurisdiction to adjudicate this interlocutory appeal. See Tex. R. App. P. 29.6. Rule 29.6 provides: (a) Motion to Review Further Orders. While an appeal from an interlocutory order is pending on a party’s motion or on the appellate court’s own initiative, the appellate court may review the following: (1) a further appealable interlocutory order concerning the same subject matter; and (2) any interlocutory order that interferes with or impairs the effectiveness of the relief sought or that may be granted on appeal. (b) Record. The party filing the motion may rely on the original record or may file a supplemental record with the motion. Tex. R. App. P. 29.6. The June 6, 2015 amended temporary injunction is an appealable interlocutory order concerning the same subject matter as this interlocutory appeal. See Tex. Civ. Prac. & Rem. Code § 51.014(a)(4) (Vernon 2015) (“(a) A person may appeal from an interlocutory order of a district court, county court at law, statutory probate court, or county court that . . . grants or refuses a temporary injunction or grants or overrules a motion to dissolve a temporary injunction as provided by Chapter 65.”); Supplemental Record & Appendix Tab 1. 2 Accordingly, the appellants respectfully ask that the Court review the June 4, 2015 order in conjunction with the other issues pending in this appeal. Effect Of June 4, 2015 Order On The Appellate Issues The June 4, 2015 Amended Temporary Injunction does not affect any issue in this appeal. The amended injunction maintains all of the substantive work restrictions previously imposed on Parker and Myers and constitutes an abuse of the trial court’s discretion for all the reasons previously noted in Parker and Myers’ appellate briefing. See Supplemental Record & Appendix Tab 1. The sole substantive change in the order is that it sets an expiration date of September 15, 2015 for the work restrictions as to Parker alone. See Supplemental Record & Appendix Tab 1. However, that modification does not correct any substantive issue addressed in the parties’ briefing or at oral argument. Indeed, as noted in appellants’ prior briefing, an injunction prohibiting an employee from working cannot be properly based upon an expired non-compete. See Appellants’ Brief at 53-54. It is undisputed that, absent some act tolling the non-compete at issue, Parker’s non- compete expired on October 2, 2014, one year after he resigned his position with Schlumberger, and one week before the district court signed a temporary restraining order prohibiting him from working in the wireline industry. See 3 RR 31; 5 RR Pl.’s Ex. 1 at ¶ 5. As noted in the prior briefing, there is no evidence in 3 the record that supports any continued restriction on Parker’s right to work. See Reply Briefing at 29-30. Accordingly, adding an expiration date of September 15, 2015 to Parker’s work restrictions does not correct the substantive issues attendant to the temporary injunction and the amended temporary injunction remains an abuse of the trial court’s discretion. The June 4, 2015 amended temporary injunction should be reversed and dissolved for all the reasons previously presented to the Court. Conclusion Appellants Ricky Parker and James Myers respectfully request that the Court grant this motion to review the district court’s June 4, 2015 order; reverse the trial court’s orders denying their motion to compel arbitration and granting Schlumberger’s application for temporary injunction and permit Parker and Myers to immediately resume work. 4 Respectfully submitted, MARTIN, DISIERE, JEFFERSON & WISDOM, L.L.P. By: /s/ Robert T. Owen Levon G. Hovnatanian State Bar No. 10059825 hovnatanian@mdjwlaw.com Kevin G. Cain State Bar No. 24012371 cain@mdjwlaw.com Robert T. Owen owen@mdjwlaw.com State Bar No. 24060370 808 Travis, Suite 20th Floor Houston, Texas 77002 (713) 632-1700 – Telephone (713) 222-0101 – Facsimile ATTORNEYS FOR APPELLANTS RICKY D. PARKER AND JAMES MYERS 5 CERTIFICATE OF COMPLIANCE This is to certify that this computer-generated motion contains 799 words. /s/ Robert T. Owen Robert T. Owen Dated: June 23, 2015 CERTIFICATE OF SERVICE I hereby certify that on this 23rd day of June, 2015, a true and correct copy of the foregoing was sent by the method(s) indicated to the following individuals: Mr. Jeff Barnes via e-file and e-mail: barnesj@jacksonlewis.com JACKSON LEWIS, P.C. 1415 Louisiana, Suite 3325 Houston, Texas 77002 Mr. William L. Davis via e-file and e-mail: davisw@jacksonlewis.com JACKSON LEWIS, P.C. 500 N. Akard, Suite 2500 Dallas, Texas 75201 /s/ Robert T. Owen Robert T. Owen 6 APPENDIX Tab 1 – June 4, 2015 Amended Temporary Injunction Tab 2 – Motion To Modify Or Dissolve Temporary Injunction Tab 3 – Response To Motion To Modify Or Dissolve Temporary Injunction 1 ANNIE REBECCA ELLIOTT DISTRICT CLERK Fort Bend County, Texas (281) 341-3754 Fax (281)341-4519 June 11,2015 TO: W.JACKSON WISDOM MARTIN DISIERE JEFFERSON & WISDOM LLP 808 TRAVIS 20TH FLOOR HOUSTON TX 77002 Re: Cause No. 14-DCV-218252 268TH JUDICIAL DISTRICT COURT Schlumberger Technology Corporation vs Ricky D. Parker and James Myers Dear W.JACKSON WISDOM: Please find enclosed the following: (1) CERTIFIED COPY OF THE AMENDED TEMPORARY INJUNCTION FORWARDED TO YOUR OFFICE FOR FURTHER HANDLING. DISTRICT CLERK ANNIE REBECCA ELLIOTT Fort Bend County, Texas By: Deputy strict Clerk V a Vasquez Telephone:(281)341-3754 MAILING PHYSICAL 301 Jackson Street 1422 Eugene Heimann Circle, Room 10142 Richmond,Texas 77469 Richmond, Texas 77469 http://www.fortbendcountytx.gov Departments — District Clerk RECEIVED JUN 15 2015 ORIGINAL JAMES M. CLEARY,JR. Filed 5/29/2015 3:40:47 PM ! Annie Rebecca Elliott District Clerk Fat Bend County. Texas Jennifer Melendez CAUSE NO. 14-DCV-218252 SCHLUMBERGER TECHNOLOGY IN THE DISTRICT COURT OF CORPORATION, Plaintiff, v. FORT BEND COUNTY, TEXAS RICKY D.PARKER and JAMES MYERS, § Defendants. 268TH JUDICIAL DISTRICT AMENDED TEMPORARY INJUNCTION The Court enters this Amended Temporary Injunction following the hearing on Defendant Ricky Parker's Motion to Modify or Dissolve the Temporary Injunction that was held on May 15, 2015. On December 5 and 8, 2014, the Court held a hearing on Plaintiff Schlumberger Technology Corporation's request for a temporary injunction. Plaintiff appeared at the hearing and offered evidence in support of the request for a temporary injunction. Defendants did not appear, but were represented by counsel at the hearing. The Court heard testimony and considered the evidence and arguments of the parties and finds as follows. The Court Ends that the evidence establishes the elements necessary for the issuance of a temporary injunction. Schlumberger has established a probable right to relief necessary to obtain a temporary injunction with respect to its claims for breach of contract and tortious interference with contract, tortious interference with prospective business relationships, breach of contract, breach of fiduciary duty and duty of loyalty, and aiding and abetting breach of fiduciary ditty and duty of loyalty. Ricky Parker sold the assets of his business (Parker Energy Services) to Schlumberger. He signed the agreement in Houston, Texas. In connection with the sale, he and James Myers entered into Intellectual Property, Confidential Information, and Non- ROUTED TO COURT OW 101 6 RT'D TO D. CLERK 0(01b5 Compete Agreements with Schlumberger (the "ICN Agreements') — Plaintiffs Exhibits 1 and 2. The ICN Agreements contain detailed and specific definitions of Confidential Information, Intellectual Property, and Company Intellectual Property and the restrictions relating to the use and disclosure of Confidential Information: "Company Confidential Information" is defined as: technical information, software, databases, methods, know-how, formulae, compositions, drawings, designs, data, prototypes, processes, discoveries, machines, inventions, well logs or other data, equipment, drawings, notes reports, manuals, business information, compensation data, clients lists, client preferences, client needs, client designs, financial information, credit information, pricing information, information relating to future plans, marketing strategies, new product research, pending projects and proposals, proprietary design processes, research and development strategies, information relating to employees, consultants and independent contractors including information relating to salaries, compensation, contracts, benefits, inceptive plans, positions, duties, qualifications, project knowledge, other valuable confidential information, trade secrets, patent applications, and related filings regardless of whether or not identified as confidential or proprietary, and similar items. "Intellectual Properly is defined as: all patents, trademarks, copyrights, trade secrets, Company Confidential Information, new or useful arts, ideas, discoveries, inventions, improvements, software, business information, lists, information considered by Company to be confidential, designs, drawings, writings, contributions, works of authorship, findings or improvements, formulae, processes, product development, manufacturing techniques, business methods, tools, routines and methodology, documentation, systems, enhancements or modifications thereto, know-how, and developments, any derivative works and ideas whether or not patentable, and any other form of intellectual property. "Company Intellectual Property" is defined as: all Intellectual Property, that was authored, conceived, developed, or reduced to practice by Employee (either solely or jointly with others) during the term of his/her employment. Company Intellectual Property may be originated or conceived during the term of Employee's employment but completed or reduced to practice thereafter. Company Intellectual Property shall be deemed a "work made for hire" as that term is defined by the copyright laws of the United States, Company Intellectual Property also includes any "Pre- existing Intellectual Property" assigned, licensed, or transferred to Company, and any "Preexisting Intellectual Property" in which Company has a vested or executory interest. The ICN Agreements also contained one year restrictions on certain competitive activities after their employment ended. Paragraph 5 ofthe ICN Agreements provides that while employed by Sehlumberger, and for a period of one year after their employment with Schlurnberger ended, they would not directly or indirectly work for or assist, (whether as an owner, employee, consultant, contractor or otherwise) any business or commercial operation whose business is in direct or indirect competition with the area of Schlumberger's business in which they were employed. 'The area of business where James Myers and Ricky Parker were employed was the wireline, slick line and braided line services for oil and gas wells. The one- year restriction provides for an extension of time while they were breaching the restrictions. Both Parker and Myers breached paragraph 5 oftheir ICN Agreements. Paragraph l3 of the ICN Agreements contains a restriction on soliciting Schlumberger employees. Both Parker and Myers breached paragraph 13 of their ICN Agreements. James Myers signed a Retention Bonus Contract in connection with the sale of the business — Plaintiff's Exhibit 3. Pursuant to the terms of the Retention Bonus Contract, Myers was paid money in connection with the sale of the business and in exchange for his agreement to remain employed for a period oftwo years aRer he signed the agreement. Tie also agreed not to use or disclose Confidential Information, and agreed to return all documents, email communications, computer data and other Company materials, whether or not they contain Confidential Information, upon the separation from employment with the Company or upon request. Paragraph 5 of the Retention Bonus Contract provides that during his employment with the Company and for a period of one year following the end of his employment, he would not: (a) Solicit, contact, or accept work, which was the same or substantially similar to the work andlor services performed by him for the Company, from clients of the Company with whom he had business dealings during his employment with the Company. (b) Provide services (including consulting services) which are the same or substantially similar to services and/or work performed by him for the Company, for clients of the Company with whom he had business dealings during his employment with the Company. (c) Solicit, recruit, encourage, hire or assist any other person or entity to solicit, recruit, encourage or hire for employment any employee or independent contractor or the Company to work fora competitor. (d) Directly or indirectly own, manage, operate, control, be employed by, be a consultant ror, or perrorm any job functions for, any business that is in competition with the Company. The testimony established that the Company [or purposes of the Retention Bonus Contract was the Parker Energy Services business acquired by Schlumborger which provided wireline, slick line and braided line services to oil and gas wells. The geographic territory specified in the Retention Bonus Contract is the territory serviced by the offices where Myers worked. Myers had management responsibilities over offices in Oklahoma, Pennsylvania, and Arkansas. The counties served by these offices arc identified in Plaintiffs Exhibit 74, which is attached to this ORDER and incorporated herein. Myers has breached paragraph 5 of the Retention Bonus Contract. The Retention Bonus Contract provides that Myers entitlement to the $100,000.00 Bonus Award is contingent upon his complying with paragraph 5 as written. Schlumberger paid the Bonus Award to Myers and he has not returned the money. Both Ricky Parker and James Myers were in management roles at Schlumberger and also had extensive contact with Schlumberger customers. They had access to, and used, Confidential Information as defined in the agreements at issue. Access and use was necessary for them to secure business for Schlumberger, staff the jobs, and service the customers. They also visited customers, teamed their business needs and preferences, and communicated with other Schlumherger managers and sales representative regarding strategies for developing business. They were both the beneficiaries of the goodwill Schhunberger developed with existing customers. Ricky Parker resigned from Schlumberger on October 2, 2013. He continued to come to the Schlumberger offices and continued to have access to information regarding Schlumberger's business alter his employment ended. Without informing Schlumberger, he ordered six trucks costing approximately $360,000.()() each in January of2014. The trucks were for use in the business he was forming, PWL-LLC, which would do business under the name Professional Wireline. The trucks were designed for performing wireline, slick line and braided line services for oil and gas wells. PWL is the same abbreviation used by Schlumberger in describing its "Production Wircline" business, Parker also purchased tools, supplies, equipment, and had Myers assist him while still employed by Schlumberger. lie also registered the PWL- LLC business with the Texas Secretary of State indicating that it would do business in Texas and purchased insurance from a Texas-based insurance broker. He also completed a Vendor Profile seeking to do business with one of Schlumberger's clients stating that services would be performed by the competing business in Texas, Oklahoma, and Arkansas. Schlumberger confronted James Myers regarding what he knew about the competing business and he claimed to have no knowledge, and also confirmed that he would not go to work for the competing business. Contrary to his representations, SUMS Myers planned to go to work for the competing business. Ricky Parker took delivery of the trucks and then Schlumberger employees, while still employed by Schlumberger and during working hours, visited the new business location where the trucks were delivered. James Myers also began going to the new business location, while still employed by Schlumberger, during business hours. He was also using a Schlumberger vehicle. He also worked with Parker to obtain offers of employment for Schlumberger employees and set up a meeting with Schlumberger employees to present the offers. On September 16,2014, Myers left his Schlumberger truck at the Schlumberger offices, but the tool boxes and tools normally in the truck were missing. While misrepresenting to Schlumberger that he was not resigning, and while still employed by Schlumberger, James Myers set up a meeting with several Schlumberger employees and they met with him on the evening of September 16. On September 17, 2014, cloven Schlumberger employees tendered their resignations with no advance notice to go to work for Parker and Myers in the competing business. The sudden departure of these employees and missing equipment caused Schlumberger to be unable to service customers. At the same time, Myers began meeting with Schlurnberger's customers on September 17, 2014, to solicit business from the customers. To facilitate solicitation of the customers and convince them to transfer business to the PWL, Myers took several former Schlumberger employees with him to show the customers that PWL could offer the services of the same employees who had been performing work for thcm at Schlumberger. Professional Wireline began performing work for these 76,••••:4 customers shortly after these meetings alter obtaining Master Service Agreements "MSA's" with the customers. Three such MSA's with customers (BP, XTO and Linn Energy) contain Texas choice of law and choice of venue provisions. Professional Wireline has performed work in Texas and several of the customers at issue are based in Texas. Professional Wireline has also copied its HSE materials from Schlumberger HSE materials acquired in the purchase ofthe Parker Energy Services business. One of the employees who left Schlumberger to work for Professional Wireline, Daniel Harrison, also accessed the Parker Energy Services email account after his employment ended and forwarded client information such as work orders containing pricing and job safety analysis reports to his PWL- LJ..0 email account. Defendants also admit taking a Parker Energy Services price list which the testimony from Plaintiff established was confidential. .lames Myers also retained his cell phone he used at Schlumberger for communicating with customers, and that phone has now been given to one or the former employees who left Schlumberger to go to work for Professional Wireline so he could use it while the temporary restraining order was in place. The breaches, both during Myers' employment and during the one-year non- compete period of Myers' and Parker's TCN Agreements, were intended to divert the business to the new business operated by Myers and Parker. Further, the business names used by them, "PWL" and "Professional Wireline" is similar to the name used by Schlumberger — Production Wireline or"PW." Defendants did not appear at the original hearing set for October 24, 2014, nor did they appear at the injunction hearing on December 5 or 8, 2014, Defendants did not comply with the original Temporary Restraining Order entered on October 9, 2014. In the deposition testimony of Defendants admitted into evidence at the injunction hearing, Defendants offered as an excuse for their breaches that they never read the agreements. The Court concludes that Defendants will continue to breach their agreements unless enjoined. The Established Customers of the Schlumberger business at issue are reflected in Plaintiff's exhibit I3, The counties where Schlumberger offices managed by Defendants performed work are reflected in Plaintiff's Exhibit 74, The Court further finds that immediate and irreparable injury, loss, or damage will result to Plaintiff unless this temporary injunction is entered, Unless immediately restrained, the Defendants' breach of the agreements will cause irreparable harm to Schlumberger for which there is no adequate remedy at law, including loss of existing customers and employees, loss of business opportunities, loss of goodwill and business reputation, and loss of confidential information. Money damages cannot adequately compensate Schlumberger. A temporary injunction is necessary to preserve Schlumberger's rights pending a trial on the merits and warranted by the plain language and requirements of the agreements. It is, therefore ORDERED, that James Myers and Ricky Parker, their agents, servants, employees, and anyone in active concert or participation with them who receive actual notice ofthis Order("Enjoined Parties") is/are hereby enjoined as follows: 1. Enjoined Parties shall not retain, conceal, move, or share with others any of Schlumberger's equipment, property, documents, reports, files, hooks, records, or Confidential Information or Company Intellectual Property. 2. Enjoined Parties shall immediately provide to Schlumberger any and all external storage devices that James Myers or Ricky Parker ever put Schlumberger Company Confidential lnlbrmation or Company Intellectual Property on that is in the Enjoined Parties' possession. 3. Enjoined Parties shall not delete or destroy any Schlumberger property, Company Confidential Information or Company Intellectual Property contained on any computer, phone, disc, data storage device, email account, or cloud storage. 4. Enjoined Parties shall not disclose Schlumberger's Company Confidential Information or Company Intellectual Property for any reason. 5. Enjoined Parties shall not directly or indirectly recruit, hire, solicit, or assist others in recruiting, hiring, or soliciting employees of Schlumberger. 6. Enjoined Parties shall not directly or indirectly work for, or assist (whether as an owner, employee, consultant, contractor or otherwise) any business or commercial operations or wireline, slick line and braided line operations in the counties set forth in Plaintiff's Exhibit 74 which is attached. 7. Enjoined Parties shall not solicit, contact, or accept wireline, slick line or braided line work and/or services, from the Established Customers of Schlumberger in the states of Oklahoma, Texas, Arkansas, Kansas, Pennsylvania, and T,ouisiana. 8. Enjoined Parties shall not provide, or supervise, advise, manage, or serve as a consultant for businesses who are performing, wireline, slick line or braided line work for the Established Customers of Schlumberger in the states of Oklahoma, Texas, Arkansas, Kansas, Pennsylvania and Louisiana. With respect to Defendant Parker only, the restrictions contained in Paragraphs 5- 8 shall expire on September 18,2015. Plaintiff previously posted a $50,000.00 bond. No further bond is required. The clerk of this court shall issue a temporary injunction in conformity with the law and the terms of this Order. Until that time, the original Temporary Injunction Order entered on December l8, 2014 remains in effect. The Court is not setting this cause for trial in connection with this Amended Temporary injunction due to the stay ordered by the First Court of Appeals. SIGNED on this AGREED: /s/ JefirBarnes Jeff Barnes, Counsel for Plaintiff AGREED AS To FORM ONLY: /s/ James Cleary James Cleary, Counsel for Defendant Ricky Parker 1, knio Rabnca Bolt, Dict4.st Cierit of regt Bend County, Tom, do hceby notify fiat the fofepoing Is a ITN, Vint MCI full 03f7 of ilstracat toarcin set out as gyms of recsrd the District Court eh,ort Bead County,Texas. in Thisl/tAtcw of •_ fJ4 I 21.1.15_ A..' • 'BE ELLIJ By VANESSA VA UEZ 2 Filed 5/6/2015 12:35:21 PM Annie Rebecca Elliott District Clerk Fort Bend County, Texas Jennifer Melendez CAUSE NO 14-DCV-218252 SCHLUMBERGER TECHNOLOGY, § IN THE DISTRICT COURT CORPORATION § Plaintiffs, § § vs. § FORT BEND COUNTY, TEXAS § RICKY D. PARKER and JAMES MYERS, § Defendants. § 268th JUDICIAL DISTRICT DEFENDANT RICKY D. PARKER’S MOTION TO MODIFY OR DISSOLVE TEMPORARY INJUNCTION Defendant Ricky D. Parker files this Motion to Modify or Dissolve the Court’s December 18, 2014 Temporary Injunction and respectfully show the following: PROCEDURAL HISTORY On October 9, 2014, the Court signed a temporary restraining order prohibiting Parker and Myers from competing with Schlumberger. 1 On December 5 and 8, 2014, the Court held an evidentiary hearing to determine whether Schlumberger was entitled to a temporary injunction prohibiting Parker and co-defendant Jimmy Myers from working in the wireline, slick-line, and braided line industry. The Court concluded that that Schlumberger was entitled to such an injunction and signed a temporary injunction on December 18, 2014, indefinitely enjoining Parker and Myers from working in the wireline industry. 2 Parker and Myers subsequently perfected an interlocutory appeal of that injunction, as well as the Court’s earlier order denying their motion to compel Schlumberger’s claims to arbitration. 3 On April 30, 2015, two days after oral argument to the court of appeals, Justice 1 See October 9, 2014 Temporary Restraining Order. 2 See December 18, 2014 Temporary Injunction, attached as Exhibit 1. 3 See Notice of Interlocutory Appeal. 1 Jane Bland issued an order providing: “The court ORDERS a stay of all proceedings in the trial court pending resolution of the interlocutory appeal, except that the trial court may hear matters relating to the temporary injunction and may issue orders that modify or dissolve that injunction.” 4 As contemplated by the court of appeals’ order, Parker asks to modify and dissolve its December 18 injunction and permit Parker to return to work in the wireline, slick-line, and braided line industry. 5 Parker is not seeking a modification or dissolution of the Court’s injunction as it pertains to Schlumberger’s confidential information. SUMMARY OF THE ARGUMENT The non-compete forming the basis of the Court’s temporary restraining order and temporary injunction prohibiting Parker from working expired by its own terms on October 2, 2014, one year after Parker resigned his position with Schlumberger. 6 Moreover, employees are permitted to prepare to compete with their current or former employers absent a contractual agreement providing otherwise. See Abetter Trucking Co. v. Arizpe, 113 S.W.3d 503, 510 (Tex. App.—Houston [1st Dist.] 2003, no pet.). The non-compete at issue prohibits actual present competition, not preparations that would permit competition at a later date. Parker’s non- compete with Schlumberger is long expired, and there is no evidence that supports continuing the Court’s now five month prohibition on Parker’s constitutional right to work in the wireline industry. Accordingly, in compliance with the First Court of Appeals’ April 30 order, Parker respectfully requests that the Court dissolve its prohibition on Parker’s constitutional right to work. 4 April 30, 2015 Order, attached as Exhibit 2. 5 This motion to dissolve or modify concerns the Court’s indefinite injunction of Parker only. Myers does not move to dissolve or modify the injunction as it pertains to him at this time, but reserves the right to do so in the future. 6 Exhibit 3. 2 BACKGROUND FACTS In connection with his sale of Parker Energy Services Co. to Schlumberger’s predecessor in interest, Parker agreed to work for Schlumberger and signed an “Intellectual Property, Confidential Information, and Non-Compete” Agreement (“ICN Agreement”), which provided: Employee agrees for a period of one (1) year following the date of termination of his/her employment with Company, Employee will not directly or indirectly work for or assist (whether as an owner, employee, consultant, contractor or otherwise) any business or commercial operation whose business is – even in part – in direct or indirect competition with any area of the Company’s business in which Employee was employed by Company. * * * If Employee is found to have breached any promise made in [the non-compete provision] of this Agreement, the one-year period specified in [the non-compete provision] shall be extended by the period of time for which Employee was in breach. 7 Parker worked for Schlumberger from September 2011 until October 2, 2013. 8 Accordingly, unless extended by the tolling provision, the ICN Agreement’s non-compete requirements expired on October 2, 2014. 9 At the December 2014 hearing on Schlumberger’s application for temporary injunction, Schlumberger elicited evidence showing that, in January 2014, Parker ordered trucks and other equipment that could be used to perform wireline, slick-line, and braided line work. 10 There was no evidence however, that Parker, individually, or that PWL, LLC (“PWL”), Parker’s employer, solicited any wireline work before September 17, 2014, fifteen days before the expiration of the 7 Exhibit 3. 8 Id. 9 Id. 10 Exhibit 4 at 35, 41, 103, 106-09, 112. 3 non-compete. 11 It is also undisputed, and indisputable, that PWL did not perform its first job until September 29, 2014. 12 The Court concluded that Schlumberger was entitled to a temporary injunction and signed an order that indefinitely prohibits Parker from working in the wireline industry, providing, in pertinent part: 6. Enjoined Parties shall not directly or indirectly work for, or assist (whether as an owner, employee, consultant, contractor or otherwise) any business or commercial operations of wireline, slick line and braided line operations in the counties set forth in Plaintiff’s Exhibit 74 which is attached. 7. Enjoined Parties shall not solicit, contact, or accept wireline, slick line or braided line work and/or service, from the Established Customers of Schlumberger in the states of Oklahoma, Texas, Arkansas, Kansas, Pennsylvania, and Louisiana. 8. Enjoined Parties shall not provide, or supervise, advise, manage, or serve as a consultant for businesses who are performing, wireline, slick line or braided line work for the Established Customers of Schlumberger in the states of Oklahoma, Texas, Arkansas, Kansas, Pennsylvania and Louisiana. 13 There is no temporal limitation in the Court’s temporary injunction. 14 ARGUMENT AND AUTHORITIES Covenants not to compete are restraints on trade and unenforceable as a matter of public policy unless they are reasonable restraints. See Juliette Fowler Homes, Inc., v. Welce Assocs., Inc., 793 S.W.2d 660, 662 (Tex. 1990); see also TEX. BUS. & COMM. CODE § 15.50(a). Indeed, “[c]ovenants against competition are generally not favored by our courts because of the public policy against restraints of trade and the hardships resulting from interference with a person’s 11 Exhibit 4 at 48. 12 Exhibit 4 at 68. 13 December 18, 2014 Temporary Injunction, attached as Exhibit 1. 14 December 18, 2014 Temporary Injunction, attached as Exhibit 1. 4 means of livelihood.” Martin v. Linen Sys. for Hospitals, Inc., 671 S.W.2d 706, 709 (Tex. App.—Houston [1st Dist.] 1984, no writ). “Noncompetes tailored to protectable business interests have their lawful place, but they should be used sparingly and drafted narrowly. And employers must demonstrate special facts that legitimize the noncompete agreement. Squelching competition for its own sake is an interest unworthy of protection. Competition by a former employee may well rile an employer, but companies do not have free rein to, by contract, indenture an employee or dampen everyday competition that benefits Texas and Texans.” Marsh USA Inc. v. Cook, 354 S.W.3d 764, 788 (Tex. 2011) (Willet, J., concurring). Under Texas law, Schlumberger is entitled to a temporary injunction barring Parker from working only if the evidence shows that the restraints on trade sought are reasonably limited in time, geographical area, and scope of activity to be restrained. TEX. BUS. & COMM. CODE § 15.50(a). A restraint on trade is unnecessary if it is broader than necessary to protect the legitimate interests of the employer. Gallahger Healthcare Ins. Servs. v. Vogelsang, 312 S.W.3d 640, 654 (Tex. App.—Houston [1st Dist.] 2009, pet. denied). Whether a covenant not to compete is reasonable is a legal question for the court. Haass, 818 S.W.2d at 386. The burden of proving the necessity for and the reasonableness of the non-competition covenant falls upon the employer. Martin, 671 S.W.2d at 709. A convenant not to compete cannot be enforced absent a record that demonstrates the limitations are reasonable and as nonburdensome as possible. Marsh USA Inc., 354 S.W.3d at 785. An Injunction Prohibiting An Employee From Working Cannot Be Properly Based Upon An Expired Non-Compete. It is undisputed that, absent some act tolling the agreement, Parker’s non-compete expired on October 2, 2014, one year after he resigned his position with Schlumberger, and one week before this Court signed a temporary restraining order prohibiting him from working in the 5 wireline industry. 15 However, Schlumberger argued, and the Court concluded, that Parker was “preparing to go in competition” by his purchase of equipment in January 2014, which, the Court concluded, tolled and extended the non-compete past its October 2, 2014 expiration date. 16 Respectfully, Schlumberger has led the Court to error because the purchasing of equipment is not contemporaneous competition prohibited by ICN Agreement and is perfectly proper under the First Court of Appeals’ binding precedent. In Abetter Trucking Co. v. Arizpe, the First Court of Appeals held: “[T]o resign from one’s employment and go into business in competition with one’s former employer is, under ordinary circumstances, a constitutional right. There is nothing legally wrong in engaging in such competition or in preparing to compete before the employment terminates.” 113 S.W.3d 503, 510 (Tex. App.—Houston [1st Dist.] 2003, no pet.) (emphasis added) (citations omitted). It is only where a covenant not to compete specifically prohibits preparing to compete that one may be prohibited from engaging in such preparations. See id. The ICN Agreement on which the Court’s temporary injunction is derived does not preclude Parker from “preparing” to compete, it provides that, for a period of one year, he may not “work for or assist . . . any business . . . whose business is . . . in direct or indirect competition with [Schlumberger].” 17 Such language only precludes Parker from working for businesses in present competition with Schlumberger. 18 It is undisputed, and indisputable, that PWL was not in present competition with Schlumberger until either September 17, 2014, when it first attempted to solicit wireline customers or September 29, 2014, when it performed its first 15 Exhibit 3. 16 Exhibit 5 at 119-120, 122-124. 17 Exhibit 3. 18 Id. 6 wireline job. 19 Such acts would, at most, entitle Schlumberger to a fifteen day extension of the non-compete. 20 However, as the Court’s indefinite temporary injunction has now prohibited Parker from working for five months, any extension of the non-compete to which Schlumberger may have been entitled from the September 2014 solicitation and work is now long expired. To conclude that the non-compete provision extends beyond actual active competition and precludes Parker from preparing to compete in the future, improperly adds restrictions to the agreement and is improper under Texas law. Borders v. KRLB, Inc., 727 S.W.2d 357, 359 (Tex. App.—Amarillo 1987, writ ref’d n.r.e.) (“The ultimate restraint is that a court cannot, through the construction process, make a new contract for the parties, one they did not make.”). The Court’s injunction, which penalizes Parker for preparing to compete, violates Texas public policy because persons may properly “prepare[] to compete” with their former employers absent an express agreement to the contrary. Abetter Trucking Co., 113 S.W.3d at 510. Accordingly, Parker’s purchasing of equipment in 2014 cannot have properly tolled the non-compete as Schlumberger suggested. Id. Schlumberger has received more than the benefit of its bargain from its non-compete and Parker has been prohibited from working for months after the Schlumberger’s non-compete expired under its own terms. As the non-compete has expired and there is no evidence supporting any continued prohibition on Parker’s constitutional right to work, Parker respectfully requests that the Court modify its December 18, 2014 injunction and dissolve the portions thereof prohibiting him from working in the wireline, slick-line, and braided line industry as 19 Exhibit 4 at 48, 68. 20 See Exhibit 3. 7 required by as required by the Business and Commerce Code. See TEX. BUS. & COMM. CODE § 15.50(a). CONCLUSION For the reasons noted above, the defendant, Ricky Parker, respectfully requests that the Court modify its temporary injunction and permit him to return to work in the wireline industry, as is his constitutional right. Respectfully submitted, MARTIN, DISIERE, JEFFERSON & WISDOM, L.L.P. By: /s/ James M. Cleary, Jr. W. Jackson Wisdom State Bar No. 21804025 wisdom@mdjwlaw.com James M. Cleary State Bar No. 00783838 cleary@mdjwlaw.com 808 Travis Street, 20th Floor Houston, Texas 77002 Telephone: (713) 632-1700 Facsimile: (713) 222-0101 ATTORNEYS FOR DEFENDANTS RICKY D. PARKER AND JAMES MYERS 8 CERTIFICATE OF SERVICE I hereby certify that a true and correct copy of the foregoing pleading was sent via e-mail, certified mail, return receipt requested, and/or hand delivery on this 6th day of May, 2015, to the following: Jeff Barnes Via E-mail and CMRRR 7010 1060 0002 4061 8497 JACKSON LEWIS P.C. 1415 Louisiana, Suite 3325 Houston, Texas 77002 Email: barnesj@jacksonlewis.com William L. Davis Via E-mail and CMRRR 7010 1060 0002 4061 8503 JACKSON LEWIS P.C. 500 N. Akard, Suite 2500 Dallas, Texas 75201 Email: DavisW@jacksonlewis.com Kyle Sears Via Hand Delivery 808 Travis, 20th Floor Houston, Texas 77002 /s/ James M. Cleary, Jr. James M. Cleary, Jr. 9 Filed 1211212014 12 :07 :44 PM Annla Robocca Elliott District Clem Fort Bend County. Te~as Ariana Salazar CAUSE NO. 14-DCV-218252 SCHLUMBERGER TECHNOLOGY § IN THE DISTRICT COURT OF CORPORATION, § § Plaint itT, § § V. § FORT BEND COUNTY, TEXAS § RICKY D. P..L\RKER and JAMES MYERS, § § Defendants. § 268TH JUDICIAL DISTRICT TEMPORARY INJUNCTION On Decemb(;r 5 and 8, 2014, the Court held a hearing on Plaintiff Schlumhergcr Teclmology Corporation's request for a temporary injunction. Plaintiff appeared at the hearing and offered evidence in support of the request for a temporary injunction. Defendants did not appear, but were represented by counsel at the hearing. The Court heard testimony and considered the evidence :md arguments ofthe parties ;md finds as follows . The Court finds that the evidence establishes the clement<; necessary for the isslllmcc of a temporary injunction. Schlumherger has established a probable right to relief necessary to obtain a temporary injunction with respect to it<> claims for breach of contract and tortious interference with contract, tortious interference with prospective business relationships, breach of contract, breach of fiduciary duty and duty of loyalty, and aiding and abetting breach of fiduciary duty and duty of loyalty. Ricky Parker sold the ao:;set<; of his business (Parker Energy Services) to Schlumberger. He signed the agreement in Hotlston, Texas. In connection with the sale, he and James Myers entered into Intellectual Property, Confidential lnfom1ation, and Non- Compete Agreements with Schlumhcrger (the "ICN Agreements")- Plaintiffs Exhibits I and 2. Titc ICN Agreements contain detailed and specific definitions of Confidential Infonnation, ROUTED TO COURT \~ · IV ·\~ ~0~ RT'D TO D. CLERK I~\\~\ \l\ ~y 296 Intdlectual Property, and Company Intellectual Property and the restrictions relating to the use. and disclosure of Confidentiallnfrmnation: "Company Confidential Information" is defined as: technical info1mation, software, databases, methods, know-how, formulae, compositions, drawings, designs, data, prototypes, processes, discoveries, machines, inventions, well logs or other data, equipment, drawings, notes reports , manuals, business information, compensation data, clients lists, client preferences, client needs, client designs, financial inJormation, credit infonnation, pricing infonnation, information relating to future plans, marketing strategies, new product research. pending projects and proposals, proprietary design processes, research and development strategies, information relating to employees, consultants and indepemknt contractors including infonnalion relating to salaries, compensation, contracts, benefits , inceptive plans, positions, duties, qualifications, project l\:110\vkdge, other valuable confidential infonnation, trade secrets, patent applications, and related 111ings regardless of vvhether or not identified as confidential or proprietary, and similar items. "Intellectual Property" is defined as: all patents, trademarks, copyrights, trade secrets, Company Confidential Information, new or useful arts, ideas, discoveries, inventions, improvements, soft\:varc, business information, lists, infonnation considered by Company to be confidential, designs, drawings, wntmgs, contributions, works of authorship, findings or improvements, fonmtlac, processes, product development, manufacturing techniques, business methods, tools, routines and methodology, dncumcntatinn, systems , enhancements nr modifications thereto, know-hovv, and dcvelopmcnts, any derivative works and ideas whdher or not patentable, and any other fmm or intellectual property. "Company lntelkctna.l Prop01ty" is defined as: all lntelk:ctual Property, that was authored, conceived, developed, or reduced to practice by Employee (either soldy or joint!)' with others) during thc term of his/her employment. Company Intellectual Property may be originated or conceived during the lenn of Employee's employment but compktccl or reduced to practice thereafter. Company Intellectual Property shall be deemed a "work. made for hire" as that tcnn is defined by the copyright laws of the United States. Company Intellectual Property also includes any "Pre- exi!:iling Intellectual Properly" a!:isigned, licensed, or lransfetTed to 2 297 Company, and any "Pre~ x isting Intellectual Property" m wh.i ch Company bas a vested or executory inkrest. 111e .ICN Agreements also contained one year r~!slrictions on certain competitive activities after thc.ir employment ended. Paragraph 5 of the ICN Agreements provides that while employed by Schlumberger, and for a period of one year after the.ir employment with Sell lumberger ended, they would not directly or indirectly work for or assist, (whether as an owner, employee, consultant, contractor or otherwise) any business or commercial operation whose business is in direct or indirect competition with the area of Schlumbcrgcr's business in which they were employed. "1l1e area of business where James Myers and Ricky Parker were employed was the \.Vireline, slick line and braided line services for oil and gas wells. The one- year restriction pro vides for m1 extension of time while they vvere breaching the restrictions. Both Parker and !vfyers breached paragraph 5 oftheir ICN Agreements. Paragraph 13 of the lCN Agreements contains a restriction on soliciting Schlumbcrgcr employees. Both Parker and Myers breached paragraph 13 of their JC N Agreements. James 1vfycrs signed a Retention Bonus Contract in connection with the sale ofthe business - Plaintiff's Exhibit :i. Pursuant to the terms of the Retention Bonus Contract, Ivfyers was paid money in connection with the sale of the business and in exchange for his agreement to remain employed for a period of two years after he signed the agreement. He also agreed not to usc or disclose Con1idential Infonnaiion, and agreed to retum all documents, email communications, computer data and other Company materials, whether or not they contain Confidential Infonnation, upon the separation from employment with the Company or upon request. Paragraph 5 ofthe Retention Bonus Contract provides that during his employment vvith the Company and for n period of one year following the end of his employment, he would not: 3 298 (a) Solicit, contact, or acce.pt work, which was the same or substantially similar to tha work and/or services performed by him for the Company, from clients ofthe Company with \Vhom he had business dealings during his employment with the Company. (b) Provide services (including consuliing services) \vhich are the same or substantially similar to services and /or work performed by him for the Company, for clients of the Company with whom he had business dealings during his employment with the Company. (c) Solicit, recruit, encourage, hire or assist any other perso n or entity to solicit, recruit, encourage or hire for employment any employee or independent contractor of the Co mpan y to \Vorlc for a competitor. (d) Directly or indirectly own, manage, operate, control, be employed by, be a consultant for, or perfonn any job li.mctions for, any business lhal is in competition with the Compl I-ltmison, also accessed the Parker Energy Services email account aHcr his employment ended and forwarded client infonnation such as work orders containing pricing and job safely analysis reports to his PWL- LLC email account Defendants also admit taking a Parker Energy Services price list \Vhich the testimony from Plaintiff established \Vas contidential. James !vlyers also retained his cell phone he used at Schlumberger for communicating with customers, and that phone has now been given to one of the fonncr employees who kil Schlumberger to go to work for Professional Wireline so he could u~e it while the temporary restraining order \NHS in place. 1l1e breaches, both during l\.f'yen:' employment and during the one-year non- compete period of !vfyers' and Parker' s TCN Agreements, were intended to diveJi the business to the new business operated by Myers nne! P:u-J.cer. Futihcr, the busin.:;ss names used by them, "P\VT ." and "Professional \Vi rcl inc" is simi lnr 1n the name used hy Sch lumherr;cr - Product inn Wireline or "PW .'' Defendants did not appear at the original hearing s.:t for October 24, 2014, nor did they appear at the injunction hearing on December 5 or 8, 2014. Defendants did not comply with the original Temporary Restraining Order entered on October 9, 2014. Jn the deposition testimony of Defendants admitted into evidence at the injunction hearing, Defendants otTcrcd as nn excuse for their breaches that they never read th.~ agreements. T11e Court concludes thnt Dekndanls will continue to breach thl':)ir agreements unkss enjoined. 7 302 1l1c Established Customers of the Schlumberger business at issue are rdlected in Plaintiffs exhibit U. The counties \vhere Schlumberger offices managed by Defendants performed \Vork arc rellectcd in Plaintiffs Exhibit 74. 'T11c Court fmthcr finds that immediate and irrcparnblc injury, loss, or damage w ill result to Plainlili unless this temporary injunction is entered . T.Jnkss immediatel y restrained, the Delendants' breach of the agreements will cause iiTeparable hann to Schlumberger for which there is no adequate remedy at law, including loss of existing customers and emplo yees, loss of business oppo1iunities, loss of goodwill and business reputation, and loss of confidential information. i'vfoney damages cannot adequately compensate Schlumberger. A temporary injunction is ncccssary to preserve Schlumbcrgcr' s rights pending a trial on the merits and wammled by the plain language and requirements of!he agreements. 1t is, therefore ORDERED, that James 1vlyers and Ricky Parker,. their agents, servants, employees, and anyone in active conceit or pa1ticipation with them who J't:~ccivc actual notice of this Order ("Enjoined Parties") is/arc hereby enjoined as follows: 1. Enjoined Parties shall not retain, conceal, move, or share with others any of Schlumberge:r's equipment, propert y, documents, reports, files , books, records, or Confidential Tnfom1ation or Company Intellectual Property. 2 . Enjoined Parties shall immediately provide to Schlumbergcr any and all C:\icma.l storage devices that James !vlycrs or Ricky Parker ever put Schlumberger Company Confidential lnfonnalion or Company Intelleclual Property on that is in the Enjoined Pmties · possession. 3. Enjoined Parties shall not delete or destroy an y Schlumberger property, 8 303 Company Confidential Infonnation or Company Intellectual Property contained on any computer, phone, disc, data. storage device, email account, or cloud storage. 4. Enj o ined Pruiics shall not disclos.:: Schlumbcrger's Compan y Confidentinl Infonnation or Company Intclkctual Property for any reason. 5. Enj o in ed Patties shall not directly or indirect ly recruit, hire, solicit or assist others in recruitin g, hiring, or soliciting employees of Schlumberger. 6. Enjoined Parties shall n ot directly or indireclly work for, or assist (whether as an O\Nner, employee, co nsull ant, contractor o r otherwise) any business or comm ercial operations of w irelinc, s lick line and braided line ope rat ions in the counties set fotih in Plaintiffs Exhibit 74 \:vhich is attach.::d. 7. Enjoin ed Pmti cs shall n ot solicit conta ct, or accept w ircline, slick line or braided line work and/or services, h om the Established C ustomers of Schlumberger in the statc.s of Oklahoma, Texas, Arkm1sas, Km1sas, Penns)'lvania, and Louisiana. R. Enjoined Parties shall not prov ide, or superv ise, advise, manage, or serve as a consultant for businesses w ho arc pc1-fonnin g, wirdinc, slick line or braided line work for the Establi shed C usto mers of Schlumbcrgc r in the states of Oklahoma, Texas, .:.\rkan sas, Kansas, Pcnnsy'lvania and Louisiana . Plaintiff previously posted a $5,000.00 bond . The bond is increased to $50,000.00. Upon posting the additional $45,000 .00 bond, the clerk of this court shall issue a temporary injunction in conformity \Vith the law and the terms of this Order. Until that time, the 9 304 --···· ----- -·- -------------~~~-~=======""""""=-==-= Temporary Restraining Order as extended in the Second Agreed Order Extending Temporary Restraining Order entered on November 13, 2014, shall be exiended and remains in effect. ~ It is further ORDERED that the trial ofthls cause shall commence on the LZ.day of -1 A"#;' /j_--IV~'Vj ~ .c . lg 6/:tW ~- SIGNED on this __/f;;1y of December __, 2014, at 3~ 0-~ck _fm. 10 305 COlll,\""'.Jl-'-··-~.c;; - =~a'-<---- Prlntcd Name: JJ_O \~)d~-~S< - \-b c;,___ _ )- Title: ~~¥ -----~----­ Date: .____._~~~-_,_,_\I_·- --- -----·--·--..- lnldh'(:lllal Propi!l'ly, Confidential lnfonnation und Nolt-Ct>mpctc Agrcr.mcn1, M~rch 2CII I Pllt•,t: 15 258 1 1 REPORTER ' S RECORD VOLUME 3 OF 5 VOLUMES 2 TRIAL COURT CAUSE NO. 1 4- DCV-218252 FILEDIN 'I st COURT OF APPEALS 3 SCHLUEvlBERGER TECHNOLOGY IN THE DISTRICT I-~-{JSEfi?N, TEXAS CORPORl\_TION 1/2/2015 3:39:27 PM 4 CHRISTOPHER A. PRINE vs . FORT BEND COUNTY , pl,e_xll;.s 5 RICKY D . PARKER AND JAMES 6 £'1 YERS 268TH JUDICIAL DISTRICT 7 8 9 10 TEMPORARY INJUNCTION HEARING 11 December 5 , 2014 - Afternoon Session 12 13 14 15 On December 5 , 2014 , the following proceedings came 16 on to be held in the above-tit l ed and numb ered cause 17 before the Honorable Brady G . Elliott , Judge Presiding , 18 held in Richmond , Fort Bend County , Texas. 19 Proceedings reported by computerized stenotype 20 machine. 21 22 23 24 25 2 1 APPEARANCES 2 MR . W. JACKSON WISDOM MR . JA~JES " JIW' M. CLEARY 3 MARTIN DISIERE , JEFFERSON & WISDOM 808 TRAVIS, 20TH FLOOR 4 HOUSTON , TEXAS 77002 Telephone : 713.632.1700 5 Counsel for Defendants 6 ME . BILL DAVIS MR. JEFF BARNES 7 JACKSON LEWIS, P.C. 1415 LOUISIANA, SUITE 3325 8 HOUSTON , TEXAS 77002 Telephone : 713.568.7860 9 Counsel for Plaintiff 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 3 _,<.: 1 "Q: What were yo u signing? 2 "A: Hon estly , I don't remember on that 3 text . 4 "Q: Did i t relate to P . W. L . business? 5 "A: I don ' t know. I don't remember ." 6 IvJR . DAVIS: Moving to Page 7 , -J_,lne ' Jc:: : 7 "Q : Page 3 , we have a text September 13 , 8 2014 from you to Mr . Myers that says -- quote -- 9 'T esting , ' and it's ' L . U . B .', v.1hich I understand is 10 lubricator dash , quote-- ' Wednesday ' ? 11 "A: Uh - huh. 12 " Q: Is that what yo u were talki n g about , 13 testing a lubricator? 14 "A: That's correct . 15 "Q: And that ' s for the P.W.L. business , 16 right? 17 " A: I believe it was ." 18 IvlR . DAVIS: Mov ing down to Page -- to 19 Li ne 25 of Page 7 : 20 "Q: We 11 , so v.1 e ' v e got three texts vJ hi le 21 Mr. Myers was still employed by Schlumberger where 22 you ' re texting him about what ' s going on? 23 "A : What I ' m doing. 24 " Q: At the P.W . L . competing business , 25 right? 41 1 to sig nin g it, did you? 2 "A: No . 3 "Q: But i t ' s your position now that you 4 shouldn ' t have to abide by it , right? " 5 MR . DAVIS : And then Mr . Cleary ob jected. 6 fvlR . CLEARY: I ' l l withdraw the objection . 7 "A: No , I never read it . 8 "Q: So you can ' t po in t to anything in 9 there that you th in k i s unreasonable? " 10 t1R . D.i\ VIS : There ' s an objection . 11 t1R . CLEARY : Yeah , it's a l ega l 12 con c lusion . 13 THE COURT: Overru led. 14 "A : I don ' t kno1r1 . I ha ven ' t read it. " 15 lv:iR. Dli.VI S : And mo v ing down to Page 44 , 16 Line 9 : 17 "Q: Let ' s go through the calendar here . 18 We ' ve got October 2 , 2013 is yo ur best recollection of 19 when yo u r es igned from Schlumberger , right? 20 "A : Correct. 21 "Q: And we know th at on September 17, 22 which is wi t hin one year , yo u were hi ring employees of 23 Schlumberger to work f or your new busin ess , right? 24 "A: Uh-huh. 25 "Q: And y es? You ne ed to answer yes or 43 1 "A: That ' s correct. 2 "Q: But it's your position , even though 3 that -- even though that you signed this as part of the 4 asset purchase agreement , that it ' s unreasonable or that 5 you shouldn ' t have had to comply with that? " 6 MH . DAVIS : And there ' s an objection . 7 t1R . CLEAFY: Yeah, he ' s asking him to give 8 a legal conclusion as to whether or not the agreement is 9 enforceable. 10 THE COURT: Overruled . 11 "A: I did not k n ow this was part of the 12 asset purchase. 13 "Q: Well , you know you signed it on 14 September , 10 , 2011, right? 15 II Jl.. : Uh-huh . 16 "Q: And you didn ' t ob j ect to signing it , 17 did you? 18 "A: No. Some of the guys did . 19 "Q: Well , we ' ll talk about that in a 20 second . 21 " You didn ' t -- Before you were paid 22 1 7 million as part of the asset sa l e , you didn't raise 23 your hand and say -- quote -- ' Wait a minute , that 24 vJ a sn ' t par t of the de a l , I ' m n ot s i g n in g t h i s , ' did you ? 25 II Jl.. : No ." 48 1 optional completeness , I'd like to read Page 62 , 2 Line 20 : 3 "Q: Did you talk to Mr . Myers about what 4 tools and equipment might be needed? 5 "A : No ." 6 ME . CLEAEY : That's it. 7 t1P. . DAVIS: Okay. Page 63 , Line 22: 8 "Q: It looks like you got your insurance 9 fr om Upstream Brokers out of Houston, Texas , right? 10 "A : Correct ." 11 L'1R . DAVIS : Page 64 , Line 18: 12 "Q: t1r. Parker , it ' s my understand in g 13 that in addition to the wireline trucks , you also had 14 pickup trucks that you were assigning to the operators 15 when they came over to P . W. L ., correct? 16 "A: Yes, I had pickup trucks that I had 17 bought. 18 "Q: And when were those purchased? 19 "A: I don ' t remember . End of August , 20 first of September . 21 " Q: Hov-1 many v-1as it , eight? 22 "A: I believe it was eight or nine . 23 Seven , eight , or nine . Eight or nine . 24 "Q: And you bought th ose - - it's you r 25 testimony yo u bought them n ot knowing how man y people 68 1 somewhere , right? 2 "A: Eventual l y. 3 "Q: Okay . But you actually went to work 4 for P . W. L . the very next day , right? 5 "A: The very next day , yes, sir ." 6 MR . CLEARY : If we could go back to 7 Page 1 3 , beginn i ng at Line 13 : 8 "Q : The contact on the l 7th was a phone 9 call or meeting? 10 "A: lVJeet ing. 11 "Q : Did you arrange for the meeting 12 before the 17th? 13 II .l:l.. : No , sir . 14 "Q: You just showed up? 15 " A: That ' s right . 16 "Q: At what location? 17 " A: l'1cAlester. " 18 lvJR . BARNES : Page 1 8 , Line 22 : 19 " Q: When was the first job for X . T . O . for 20 P . tAI . L . ? 21 "A : September the 29th ." 22 MR . BARNES : Page 20 , L ine 1 8 : 23 "Q: What commu nicat i ons did you have vli th 24 Unit after you left Schlumberger? 25 "A: Told them the same , that I had 103 1 when you questioned him about the drop in revenues while 2 he was there , about business being slow? 3 A I would tend to question it now 4 MR . WISDOM : Ob j ect i on ; based on 5 speculation. 6 THE COURT : Overruled . 7 THE WITNESS : I would question it now 8 based on what I know. 9 Q (BY MR. DAVIS ) What is it that you ' ve learned? 10 A That Mr . Myers has l eft the company a n d gone to 11 work for the competition and l eft without , you know , 12 discussing with us. You know , that's not normal even , 13 you know , in a retirement situation . 14 Q Well , you heard the testimony from Mr . Myers 15 and Mr . Parker about the text messages . Does that cause 16 you any concern? 17 A Yes . The text messages seem to show that 18 Mr . Myers was -- and Mr. Parker were getting equipment , 19 getting tools , and getting M. S . A . ' s for their competing 20 business . 21 MR . WISDOM : Object i on. It 's speculation 22 and misstating wha t the documents actually say . 23 THE COURT : Overr uled. 24 Q (B Y MR . DAVIS) And was this in the same 25 timeframe that the revenues for that location were 106 1 MR . WISDOM: Ob j ection ; le ading . 2 THE WITNESS : That ' s correct . 3 THE COURT: Don ' t lead . 4 Q {BY MR. DAVIS) Now , I don ' t want to get bogged 5 down in the missing tools . Now we have -- but we do 6 have the too l s from the rat pack . Have you done an 7 investigation to see if Mr . Myers actually dropped them 8 off a. L ~ the McA l ester location? 9 A Yes, we have . Immediate l y upon my arrival , one 10 of our concerns was the security of the McAlester 11 facility , concerns of missing tools and such . So I 12 immediately had the crews go down to McAlester and go 13 through the equipment and see what we have , inventory , 14 and verify if any of the tools from -- that were in the 15 rat pack were dow n there. 16 And so the crews went down there, and they 17 started moving the equipment and informed me that, no , 18 none of the tools were there . 19 Q And you 20 A Similar tools were there , but not the ones that 21 we specifically were looking for . 22 Q Okay. Would these tools be helpful for whoever 23 was going to take over for Mr . Myers in servicing the 24 customer? 25 A Yes, sir . It would save them some money , and 107 1 then some of them had to be , you know , ordered , may take 2 a l ittle bit longer . And not only that, they \•iere kind 3 of expensive . Specialized overshots for fishing 4 operations were kept in Mr . Myers' pickup . He >vas the 5 fishing expert , also. And so we don't have any of 6 those. 7 Q And you ' ve heard -- well , you ' ve testified 8 about all of the customers he visited on the 17th . 9 Would those tools be helpful if he was going to begin 10 working immediately for customers for Professional 11 \Alire line? 12 A Yes , sir , they would . 13 Q And outside of the rat pack , have you done any 14 investigation to see whether there were any other 15 missing tools? 16 WeLl , let me ask a different question . 17 Do you have any -- was Mr . Myers 18 responsible for ordering tools for Schlumberger? 19 A l-ie was. And I went back and had -- as this 20 rolled out , I went back and had our financia.l contro ll er 21 pull our M. N . S. report and looked into the purchases 22 that we bad done through out that year . And I guess 23 starting back in April , we had purchased what could be 24 construed as tool i ng out a truck . I mean , there were 25 some specific gauge rings ranging from-- I believe it's 108 1 one-and-three-quarter , all the way up to 2 four-and - a-half-inch O.D . 3 THE COURT REPORTER : I'm sorry. Up to? 4 THE WITNESS: Four-and-a-half-inch O.D . 5 Q (BY MR. DAVIS) So you -- are you saying that 6 Mr . Myers was ordering tools while he was at 7 Schlumberger in April? 8 A Yes , sir, he vJas . He did it throughout the 9 year . 10 Q Okay. But a particular tool order , what was 11 your concern about that when you say " tooling out a 12 truck " ? 13 A My concern was that he had maybe taken these 14 tools and put them on the new trucks that he -- that 15 they had at Profession Wire l ine . 16 Q Well , what was it? 17 tviR . vH S DOlVl: Your Honor , I object to the 18 speculation of the illegal activity . He has no 19 evidence . He ' s simply putting his conspiracy theories 20 out there with no foundat i on. 21 THE COURT : Overru l ed . 22 Q (BY MR . DAVIS) Did you have any new trucks 23 going into service in April of 2014? 24 A No , sir , we didn ' t. 25 Q And the order you looked at , what did it l ook 109 1 like was bei n g ordered? Did it have to do with a new 2 t r uck? 3 A Yeah , it would be gauge rings for a new truck. 4 And then the other thing I noticed on this specific 5 order is the overshots , and these grapp l es that are on 6 here are required for overshots. Can ' t find those 7 overshots - - I mean , those grapples . They ' re missing . 8 Q And what is Exhibit 8? 9 A Exhibit 8 is a - - it ' s from our-- it ' s a 10 report from our financial contro l ler that shows the 11 P . O ., the date , the vendor , the part number , and the 12 description of the tools that were ordered . 13 Q And is Exhibit 8 a record kept in the ordinary 14 course of a regularly conducted business activity at 15 Schlumberger? 16 A For Sch l umberger , yes , sir. 17 Q And was making this record a regular practice 18 to document that activity? 19 A Yeah , it ' s a transaction from one system to the 20 other . And we run the reports , you know , to check the 21 purchases and stuff . 22 Q And was th i s record made at or near the time by 23 or from i nformation transmitted by someone wit h 24 knowledge of the infor mation in the report? 25 A This report was made by our financial 112 1 It ' s stil l hearsay . It still should not be admitted . 2 And it ' s sti l l irrelevant . 3 THE COURT : Well , as to the hearsay 4 objection , as information that ' s compiled in the regular 5 course of business, therefore, it ' s not hearsay. \~lith 6 the annotation removed from it , I ' ll admit it on that 7 basis. 8 DI RECT EXAM I NAT I ON ( CONTI NUED) 9 BY I'1R . DAVIS : 10 Q Okay . We talked about the -- 11 THE COURT REPORTER : I ' m sorry. That was 12 No . 8? 13 HR . DAVIS : Yes . 14 Q (BY MR . DAVIS) Mr . Myers , we talked about the 15 first section . I s that the order for the - - what we 16 call " loading up a neitJ truck ," so to speak , that ' s all 17 the gauge rings? 18 The gauge rings , yes , sir. 19 Q Okay . And , again , you weren ' t putting a nevJ 20 truck into service around that time? 21 A No , sir . 22 Q What about the May , June , July , no new t r uck? 23 A ( Shakes head negative l y ). 24 Q And what about the next section? What -- what 25 are your concerns about the orders there? 1 1 REPORTER ' S RECORD VO L UME 4 OF 5 VO L UMES 2 TRIA L COURT ClWS E NO . 14 - DCV-218252 FILEDIN 1st COURT OF APP EALS 3 SCHLUIV!BERGER TECHNOLOGY DISTRICT Jt~'?N , TEXAS IN TI-iE CORPOEATION 1/2/2015 3: 39:27 PM 4 CHRISTOPHER A. PRINE vs. FOET BEND COUN T Y , 'PleJ..I~s 5 RICKY D. PARKER AND JAMES 6 !VlYERS 268TH JUDICIAL DISTRICT 7 8 9 10 TEMPORARY I NJUNCTION HEARI NG 11 12 13 On December 8 , 2014 , the following proceedings came 14 on to be held in the above-titled and numbered cause 15 before the Honorable Brady G . Ell i ott, Judge Presiding , 16 held in Eichmond , Fort Bend County , Texas. 17 Proceedings reported by computerized stenotype 18 machine . 19 20 21 22 23 24 25 2 1 APPEARANCES 2 MR . W. JACKSON WISDOM ivJR . J Ar'"lES " JIM " lvJ . CLEARY 3 MART I N DISIERE , JEFFERSON & WISDOM 808 TRAVIS , 20TH F LOOR 4 HO USTON , TEXAS 77002 Telephone: 713 . 632 . 1700 5 Counsel for Defendants 6 !VlR . BILL DAVIS l"iR . JEFF Bll.RNES 7 JACKSON LEWIS , P.C . 1415 LOUISIANA , SUITE 3325 8 HOUSTON, TE XAS 77002 Telephone: 713.568.7860 9 Counsel for Plaintiff 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 119 1 patience with me. I have tried a few judges ' patience 2 in the past , and today was no exception. I am 3 passionately committed to the idea that these men need 4 to be able to make a living during the holidays , and I 5 think my commitment is based solidly not just on moral 6 principles but the law of Oklahoma , which should apply , 7 or the law of Texas , if the Court chooses to apply. 8 Thank you. 9 THE COURT : Counsel , if I sounded a little 10 bi t perturbed , we seemed to be covering the same ground, 11 but when I asked you to be direct , you were , and I 12 appreciate that . 13 Do you have a rejoinder? 14 MR . DAVIS : I ' m sorry, your Honor? 15 THE COURT : Do you have a rejoinder? 16 FINAL STATEMENT 17 MR . DAVIS : Your Honor , just quickly on 18 this -- the notion that there ' s no evidence that 19 Mr . Parker -- or that the agreement didn't pr o hibit 20 Mr. Parker from preparing to compete. The language of 21 the agreement talks about performing work . And the 22 evidence is work for Schlumberger would include ordering 23 things , p l anning , preparing ; and he was do i ng work for 24 the new business . To the extent they ' re saying : Well , 25 the new business didn ' t have its doors open yet , what he 120 1 was do i ng -- and I think the evidence shows this is 2 he had an ex i sting bus i ness , C . C . T . S. , which 3 Schlumberger was okay with , but he was doing some of 4 this under C . C . T.S ., qu i te naturally probably because 5 some people may not want to deal with the startup and 6 then dealing with the C.C.T . S. business . 7 THE COURT : What do you say , Counsel , as 8 to the questions raised by the defense that the wording 9 of the contract seems to avoid geographic limitations 10 that the law i mposes on non-compete agreements? 11 MR . DAVIS : Well , you ' ve got two different 12 types of restrictions . One is the customer restriction , 13 which I think the law is clear . As long as it ' s limited 14 to customers wi th whom they had dealings , that takes 15 care of the geographic area. I think the law is clear 16 on that . On a customer restriction , you don ' t need to 17 say counties , states , United States . 18 THE COURT : Well , in that same vein , then , 19 if I take your argument to its natural conclusion, 20 Mr . Parker could solicit business from the next-door 21 neighbor of t h e Schlumberger operat i on as l ong as they 22 had not conducted business with Schlumberger? 23 MR . DAVIS : Correct . 24 THE COURT : I seem to look at that rather 25 broad provision of the agreements as broader than that . 122 1 know , they have slickline business in other states , but 2 we didn ' t offer testimony of that , nor are we asking 3 that it go that far. It was focused on the Parker 4 Energy Service business that was purchased that 5 Mr . Parker continued to manage and then Mr . Myers 6 managed after he l eft . That's why we limited the 7 testimony to those states. 8 THE COURT: But you would agree that they 9 could be -- that l anguage would be interpreted to be 10 broader than that? 11 MR . DAVIS : I don ' t believe No. 1 could 12 because it talks about in which they had an assignment 13 or customer. 2 is customers and assignments where they 14 used intellectual property . And 3 talks about a 15 manufacturing site , development site , but that ' s not an 16 issue in this case. 17 And then 4, it appears to me it talks 18 about the company ' s business in which employee was 19 employed by the company, and then they viewed this 20 business as the Parker En e rgy Services business , not the 21 whole slickline business , so I just don ' t read it as 22 broadly as they do . 23 THE COURT : Okay . Go ahead . 24 MR . DAVIS : I believe that ' s all I have . 25 THE COURT : The purpose of a temporary 123 1 injunction is to n o t re solve the final issues between 2 the parties but to determine whether the -- who would be 3 the prevailing party in the final lawsuit . In that 4 regard , it ' s not my task here today to assign damages , 5 to assign a particular dollar amount to any violat i ons 6 that may or may not be in the final analysis proved ; 7 it ' s simply to focus on the activities of Mr . Parker and 8 his current company and Mr . Myers . Those are the tw o 9 issu es that ha ve to be resolved . 10 In that regard , I ' l l start out with 11 Mr . Myers. And , firstly, I will say that it ' s my 12 decision that Texas law applies . The parties did 13 business in Texas . Clearly Mr . Parker, by his 14 application for the new company to do business in Texas , 15 showed very clearly he was doing business in Te xa s ; and 16 as pointed out by the opinions of the Courts o f Appeals 17 and the Supreme Court , the oil and gas business is n ot 18 confined to one state. It's not on l y multinational , 19 it ' s multig l obal; and they take that in consideration in 20 determining these particular conf licts that arise . In 21 this regard , very specifically , the two agreements that 22 I'm ruling on , the I.C . N . and the retention bonus 23 agreement , specif i cally say the laws of Te xas shall 24 apply ; and the activity was in Texas , so I find that 25 Texas law app l ies . 124 1 In that regard as directed to Mr . Myers , 2 it's clear he violated both the I.C . N. and retention 3 bonus agreement ; and with that finding, I issue a 4 temporary injunct i on against him as to those issues ; but 5 in that temporary injunction order to be produced, it 6 will be focused as the agreement reads , on the 7 businesses in the areas in which Mr. Myers had 8 responsibility. 9 And I point out , counsel , and I appreciate 10 Mr. Myers is a unique manager ; he likes to get his hands 11 dirty ; he lik es to be out in the field . But he, by 12 definiti on i n the agreements , is an operating manager ; 13 and as such , he has responsibility for more than just 14 the particular truck in the particular county or parish 15 in which he's involved ; therefore , the temporary 16 injunction applies . 17 As to Mr. Parker , I think one cannot look 18 at it with blindness and not ignore the fact that he 19 spent time preparing to go in competition ; but that is a 20 matter to be decided in the final hearing as to when the 21 date should apply ; but , in fact, it d oes apply ; and I ' ll 22 issue a temporary i njunction against Mr . Parker. 23 With that said , i s ther e any other matt er 24 we need to take up at this time? 25 MR. CLEARY : Your Honor , we ask you stay 3 Filed 5/13/2015 3:49:03 PM Annie Rebecca Elliott District Clerk Fort Bend County, Texas Jennifer Melendez