Intellectual Ventures I LLC v. Capital One Financial Corp

United States Court of Appeals for the Federal Circuit ______________________ INTELLECTUAL VENTURES I LLC, INTELLECTUAL VENTURES II LLC, Plaintiffs-Appellees INVENTION INVESTMENT FUND II, LLC, INTELLECTUAL VENTURES MANAGEMENT, LLC, INVENTION INVESTMENT FUND I, L.P., Third Party Defendants-Appellees v. CAPITAL ONE FINANCIAL CORPORATION, CAPITAL ONE BANK (USA), NATIONAL ASSOCIATION, CAPITAL ONE, NATIONAL ASSOCIATION, Defendants/Third Party Plaintiffs-Appellants ______________________ 2018-1367 ______________________ Appeal from the United States District Court for the District of Maryland in No. 8:14-cv-00111-PWG, Judge Paul W. Grimm. ______________________ ON PETITION FOR PANEL REHEARING ______________________ MATTHEW J. MOORE, Latham & Watkins LLP, Wash- ington, DC, filed a combined petition for panel rehearing and rehearing en banc for defendants/third party 2 INTELLECTUAL VENTURES I LLC v. CAPITAL ONE FINANCIAL CORP plaintiffs-appellants. Also represented by GABRIEL BELL, ALAN J. DEVLIN, ADAM MICHAEL GREENFIELD, BLAKE STAFFORD; CHRISTOPHER S. YATES, San Francisco, CA; ROBERT A. ANGLE, Troutman Sanders LLP, Richmond, VA. ROBERT E. FREITAS, Freitas & Weinberg LLP, Redwood Shores, CA, filed a response to the petition for plaintiffs- appellees and third party defendants-appellees. Also rep- resented by JESSICA N. LEAL, DANIEL J. WEINBERG. ______________________ Before PROST, Chief Judge, BRYSON and REYNA, Circuit Judges. PER CURIAM. ORDER In its petition for rehearing, Capital One focuses largely on the Fourth Circuit’s decision in Tuttle v. Arling- ton County School Board, 195 F.3d 698 (4th Cir. 1999). Capital One argues that Tuttle is inconsistent with the ra- tionale underlying this court’s decision on the issue of col- lateral estoppel. In fact, however, Tuttle has little in common with this case and does not affect the court’s anal- ysis of the collateral estoppel issue. In the litigation that led to the Fourth Circuit’s deci- sion in Tuttle, the plaintiff first challenged a policy of the Arlington County School Board that limited admission to a particular program based in part on race, in order to obtain diversity among the students. The district court struck down that policy on two grounds: (1) that the objective of a diverse student body was not a compelling interest that would justify decision-making on racial grounds, and (2) that in any event the school board’s policy was not narrowly tailored to achieve that objective. Rather than enter a broad injunction, the district court allowed the school board to revise its policy in an effort to satisfy the constitutional objections. After the school board revised its policy, a new INTELLECTUAL VENTURES I LLC v. CAPITAL ONE FINANCIAL 3 CORP group of plaintiffs challenged the policy once more, again arguing that it was unconstitutional. The district court held the policy unconstitutional, and the school board ap- pealed. One of the arguments made by the plaintiffs on appeal was that the school board was collaterally estopped from arguing that diversity could be a compelling governmental interest, as that argument had been rejected by the district court in response to the first round of litigation in that court. The court of appeals rejected the plaintiffs’ argu- ment on that issue in a single paragraph, citing three grounds for its ruling. First, the court held that because the admissions policy in the earlier proceeding in the dis- trict court was “markedly different than the current Pol- icy,” the issues decided in the previous proceeding “were hardly ‘identical’ to the issues currently before this Court.” 195 F.3d at 704. Second, in the sentence on which Capital One focuses, the court ruled that “[s]ince the district court [in the first proceeding] also concluded that the [policy at issue in that proceeding] was not narrowly tailored, the dis- trict court’s conclusion of law that diversity could never be a compelling interest was not ‘necessary’ [in that proceed- ing].” Id. Third, the court noted that because the district court’s previous ruling had allowed the school board to con- tinue to attempt “the goals expressed in its admissions pol- icy” by other means, the decision in the earlier case was not “final and valid.” 195 F.3d at 701, 704. Capital One argues that the second ground on which the Tuttle court found collateral estoppel inapplicable is contrary to this court’s analysis of the collateral estoppel issue in this case. We disagree, for several reasons. First, unlike in this case, the two proceedings at issue in Tuttle were quite different. As the court of appeals pointed out, the school board altered its policy following the first proceeding, so the constitutional analysis of the board’s action was necessarily different. By contrast, as we 4 INTELLECTUAL VENTURES I LLC v. CAPITAL ONE FINANCIAL CORP explained in the initial opinion in this case, the two anti- trust claims in the proceedings before Judge Trenga and Judge Grimm were essentially the same. Second, unlike in this case, the two issues on which the district court ruled against the school board in Tuttle were not integrally related. In this case, as we pointed out in the initial opinion, the two issues were intertwined, inas- much as the presence of an antitrust market is relevant not only to whether an antitrust market has been identified but also to whether the defendant possesses monopoly power in that market. The issues are not separate and dis- tinct issues, each of which could stand alone in defeating the asserted cause of action. In Tuttle, by contrast, the questions of whether diversity could ever be a compelling interest, and even if it could, whether the school board’s policy was narrowly tailored to further diversity were sep- arate issues; deciding one of those issues did not neces- sarily decide the other. Third, in our initial opinion, we held that collateral es- toppel was applicable in part because either of the alterna- tive grounds on which Judge Trenga based his decision would have been sufficient to decide the case before Judge Grimm. In Tuttle, however, that was not true. Because the school board altered its policy between the first proceeding and the second, the question whether the policy was “nar- rowly tailored” to achieve the objective of diversity was dif- ferent between the two cases. Therefore, Tuttle was not a case in which, as we said of this case, “all of the alternative determinations in the first case would be independently sufficient to dispose of the second case.” Op. 28. 1 1 Capital One argues (Pet. 8) that Judge Trenga based his decision on two additional grounds: the failure to allege anticompetitive conduct, and the failure to allege an exception to the Noerr-Pennington doctrine. But Capital INTELLECTUAL VENTURES I LLC v. CAPITAL ONE FINANCIAL 5 CORP Fourth, unlike in this case, the proceedings in Tuttle were not co-pending. Following the initial decision of the district court, the school board in Tuttle adopted a different policy in an effort to satisfy the court’s analysis in the first case. In this case, by contrast, Capital One simply sought to litigate the same claims in Judge Grimm’s court after having lost on those claims before Judge Trenga. For the reasons set forth in the Second Circuit’s decision in Wil- liams v. Ward, 556 F.2d 1143 (2d Cir. 1977), that distinc- tion also undermines Capital One’s argument that the Tuttle case indicates that the Fourth Circuit would not ap- ply collateral estoppel on the facts of this case. The Fourth Circuit’s brief treatment of collateral estop- pel in Tuttle is not materially different from that court’s decisions in the other collateral estoppel cases discussed in the initial opinion in this case. See Op. 19-20, 23-25. And, for the reasons set forth above, nothing in the Tuttle court’s One previously represented to Judge Grimm that Judge Trenga’s decision rested on two grounds, not four, and Judge Grimm relied on that representation in his ruling on the collateral estoppel issue. Intellectual Ventures I LLC v. Capital One Fin. Corp., 280 F. Supp. 3d 691, 717 (D. Md. 2017) (quoting Capital One’s argument that “the Virginia court’s decision rested on the independent grounds that Capital One’s market definition and monopoly power alle- gations were both insufficient to state a claim.”); see also id. at 719-20, 723. And Capital One repeated that repre- sentation in its brief to this court. Appellant’s Br. 52-53 (“As the district court acknowledged, the sufficiency of the market definition was certainly only one of two alternative grounds for dismissal of these claims in the prior Virginia case.”) (internal quotations and alteration omitted). Capi- tal One has therefore waived any argument that Judge Trenga’s decision was based on grounds other than the ones previously asserted in Capital One’s briefs. 6 INTELLECTUAL VENTURES I LLC v. CAPITAL ONE FINANCIAL CORP ruling on the collateral estoppel issue is inconsistent with the analysis in our initial opinion. In addition to discussing Tuttle, the petition complains that by declining to address the district court’s ruling on the Noerr-Pennington issue, this court has left undisturbed “the district court’s published and dangerously incorrect decision concerning the scope of Noerr immunity.” Pet. 16. “It is paramount,” Capital One urges, “that this Court cor- rect the district court’s erroneous holding.” Pet. 4. The petition notes that the Department of Justice and the Federal Trade Commission previously filed a brief as amici curiae expressing concern about the breadth of the district court’s decision on that issue. Notably, however, the government did not urge us to decide the Noerr-Pen- nington issue, but merely said that “if the Court reaches the Noerr-Pennington issue, it should clarify that Noerr-Pen- nington does not protect anticompetitive patent acquisi- tions from antitrust liability, regardless of whether the patent acquirer engages in protected litigation activity.” Amici Br. 2 (emphasis added); see also id. at 10–11, 22. Ev- idently, the government does not share Capital One’s view that declining to address the Noerr-Pennington issue would, as Capital One puts it, “obstruct enforcement of the antitrust laws.” Pet. 17. We are likewise not persuaded that we are obliged to address a legal issue that is unnec- essary to the decision of this case. Upon consideration thereof, IT IS ORDERED THAT: The petition for panel rehearing is denied. INTELLECTUAL VENTURES I LLC v. CAPITAL ONE FINANCIAL 7 CORP FOR THE COURT December 11, 2019 /s/ Peter R. Marksteiner Date Peter R. Marksteiner Clerk of Court