[sheet: Privilege Log]
Log Entry No. | Bates Begin | Bates End | Page Count | Date | Document Type | Author / From | Recipient / To | CC | Subject Matter Description | Privilege Basis | Redaction
1 | PRIV-SLG-000001 | PRIV-SLG-000003 | 3 | 2019-03-08 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Communication seeking legal advice regarding negotiation of terms of proposed Transportation Services Agreement (SLG-VTS-2019-0315) with Vantor Transport Services LLC, including discussion of termination provisions and liquidated damages clause | Attorney-Client Privilege | Withheld in Full
2 | PRIV-SLG-000004 | PRIV-SLG-000006 | 3 | 2019-03-10 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Legal advice regarding proposed Section 14.2 liquidated damages formula and enforceability considerations under New York law in connection with Transportation Services Agreement with VTS | Attorney-Client Privilege | Withheld in Full
3 | PRIV-SLG-000007 | PRIV-SLG-000012 | 6 | 2019-03-12 | Memorandum | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Lorraine Beckwith, Partner, Ashford Meridian LLP; Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum analyzing proposed Service Level Obligation thresholds and Termination for Cause provisions (Section 13.1) in draft TSA with VTS; legal advice regarding cure notice requirements under Section 13.2 | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
4 | PRIV-SLG-000013 | PRIV-SLG-000015 | 3 | 2019-03-13 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Janet Kirkwood, VP Carrier Relations, Stonefield Logistics Group Inc. | Communication requesting legal advice regarding force majeure provisions and exclusivity terms in Schedule C of proposed TSA with VTS | Attorney-Client Privilege | Withheld in Full
5 | PRIV-SLG-000016 | PRIV-SLG-000018 | 3 | 2019-03-14 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice regarding final revisions to Section 12.1 (Force Majeure), Section 15.1 (consequential damages waiver), and Schedule C exclusivity provisions of TSA | Attorney-Client Privilege | Withheld in Full
6 | PRIV-SLG-000019 | PRIV-SLG-000034 | 16 | 2019-03-14 | Memorandum | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum summarizing key risk areas in executed Transportation Services Agreement (SLG-VTS-2019-0315), including analysis of Annual Committed Volume obligations, rate adjustment mechanism, Primary Lane vs. Secondary Lane exclusivity under Schedule C, and termination rights | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
7 | PRIV-SLG-000035 | PRIV-SLG-000037 | 3 | 2019-04-22 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication seeking legal advice regarding post-execution interpretation of Section 5.3 Rate Adjustment Mechanism and diesel fuel index reference standard under TSA | Attorney-Client Privilege | Withheld in Full
8 | PRIV-SLG-000038 | PRIV-SLG-000040 | 3 | 2019-04-25 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice regarding EIA U.S. Retail Diesel Price benchmark as governing index under Section 5.3 rate adjustment mechanism | Attorney-Client Privilege | Withheld in Full
9 | PRIV-SLG-000041 | PRIV-SLG-000043 | 3 | 2019-06-11 | Email | Janet Kirkwood, VP Carrier Relations, Stonefield Logistics Group Inc. | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding VTS's initial Q2 2019 performance metrics and interpretation of Schedule B service level obligations | Attorney-Client Privilege | Withheld in Full
10 | PRIV-SLG-000044 | PRIV-SLG-000046 | 3 | 2019-06-13 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Janet Kirkwood, VP Carrier Relations, Stonefield Logistics Group Inc. | Legal advice from in-house counsel regarding Schedule B measurement periods and application of on-time pickup thresholds | Attorney-Client Privilege | Withheld in Full
11 | PRIV-SLG-000047 | PRIV-SLG-000049 | 3 | 2019-09-08 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication seeking legal advice regarding first CY1 quarterly rate adjustment calculation under Section 5.3 | Attorney-Client Privilege | Withheld in Full
12 | PRIV-SLG-000050 | PRIV-SLG-000052 | 3 | 2019-09-10 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice regarding proper computation methodology and application of 70/30 fuel/CPI-U weighting under Section 5.3 | Attorney-Client Privilege | Withheld in Full
13 | PRIV-SLG-000053 | PRIV-SLG-000055 | 3 | 2019-12-04 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding year-end CY1 volume commitment reconciliation and shortfall implications under Section 4.2 | Attorney-Client Privilege | Withheld in Full
14 | PRIV-SLG-000056 | PRIV-SLG-000057 | 2 | 2019-12-06 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice regarding CY1 volume commitment satisfaction and preservation of shortfall defenses | Attorney-Client Privilege | Withheld in Full
15 | PRIV-SLG-000058 | PRIV-SLG-000060 | 3 | 2020-04-03 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding invocation of force majeure clause (Section 12.1) under TSA due to COVID-19 impact on freight demand; discussion of notice requirements and adjusted Annual Committed Volume calculation | Attorney-Client Privilege | Withheld in Full
16 | PRIV-SLG-000061 | PRIV-SLG-000063 | 3 | 2020-04-05 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice confirming propriety of force majeure invocation for COVID-19 period and advising on methodology for adjusting CY2 Annual Committed Volume from $43.2M to $21.6M (pro rata for six-month force majeure period April–September 2020) | Attorney-Client Privilege | Withheld in Full
17 | PRIV-SLG-000064 | PRIV-SLG-000068 | 5 | 2020-04-06 | Memorandum | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Lorraine Beckwith, Partner, Ashford Meridian LLP; Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum analyzing force majeure standards under New York law and applicability to COVID-19 disruption; legal advice regarding notice content requirements under Section 12.1(b) | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
18 | PRIV-SLG-000069 | PRIV-SLG-000071 | 3 | 2020-04-07 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | Marcus Denton, CEO, Stonefield Logistics Group Inc. | In-house counsel's legal advice regarding board-level considerations for force majeure declaration and financial reporting implications | Attorney-Client Privilege | Withheld in Full
19 | PRIV-SLG-000072 | PRIV-SLG-000075 | 4 | 2020-04-07 | Email Chain | Marcus Denton, CEO, Stonefield Logistics Group Inc. | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding timing and manner of force majeure notice to VTS and coordination with lender disclosures | Attorney-Client Privilege | Withheld in Full
20 | PRIV-SLG-000076 | PRIV-SLG-000078 | 3 | 2020-04-08 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Legal advice regarding coordination of force majeure notice with parallel notice under Lakeshore National Bank Credit Agreement Section 6.03(b) | Attorney-Client Privilege | Withheld in Full
25 | PRIV-SLG-000091 | PRIV-SLG-000094 | 4 | 2020-05-14 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication seeking legal advice regarding VTS's May 12 objection to force majeure invocation and demand for adherence to original CY2 ACV | Attorney-Client Privilege | Withheld in Full
26 | PRIV-SLG-000095 | PRIV-SLG-000099 | 5 | 2020-05-18 | Memorandum | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum analyzing VTS's objection and advising on litigation risk and negotiating posture | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
30 | PRIV-SLG-000110 | PRIV-SLG-000113 | 4 | 2020-08-22 | Email | Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding disclosure of force majeure dispute in Q2 2020 lender compliance certificate | Attorney-Client Privilege | Withheld in Full
35 | PRIV-SLG-000128 | PRIV-SLG-000131 | 4 | 2020-10-19 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding negotiated resolution of CY2 ACV dispute with VTS and legal implications of interim standstill arrangement | Attorney-Client Privilege | Withheld in Full
42 | PRIV-SLG-000148 | PRIV-SLG-000150 | 3 | 2020-04-08 | Letter | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Sandra Milescu, COO, Vantor Transport Services LLC | Draft force majeure notice letter prepared at direction of counsel; reflects legal advice regarding form and content of notice under TSA Section 12.1 | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
50 | PRIV-SLG-000178 | PRIV-SLG-000181 | 4 | 2021-01-14 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication seeking legal advice regarding CY3 rate adjustment computation and application of trailing 12-month averaging methodology | Attorney-Client Privilege | Withheld in Full
55 | PRIV-SLG-000198 | PRIV-SLG-000200 | 3 | 2021-03-08 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice regarding VTS Q1 2021 performance trends and preservation of SLO breach documentation | Attorney-Client Privilege | Withheld in Full
60 | PRIV-SLG-000218 | PRIV-SLG-000222 | 5 | 2021-05-11 | Memorandum | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Legal memorandum analyzing developing service level trends and legal advice regarding proactive documentation of SLO deficiencies | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
70 | PRIV-SLG-000255 | PRIV-SLG-000258 | 4 | 2021-07-21 | Email | Janet Kirkwood, VP Carrier Relations, Stonefield Logistics Group Inc. | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Carlos Medina, SVP Operations, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding operational implications of Q2 2021 SLO deficiencies and alternative carrier strategy | Attorney-Client Privilege | Withheld in Full
75 | PRIV-SLG-000275 | PRIV-SLG-000278 | 4 | 2021-08-16 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Janet Kirkwood, VP Carrier Relations, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding scope of Secondary Lane exclusivity provisions and permissibility of engaging supplemental carriers on Lanes 8–14 | Attorney-Client Privilege | Withheld in Full
80 | PRIV-SLG-000295 | PRIV-SLG-000299 | 5 | 2021-09-02 | Memorandum | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum interpreting Schedule C exclusivity carve-outs and legal advice regarding supplemental carrier engagement on Secondary Lanes | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
85 | PRIV-SLG-000312 | PRIV-SLG-000315 | 4 | 2021-09-25 | Email | Janet Kirkwood, VP Carrier Relations, Stonefield Logistics Group Inc. | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Communication from business personnel to in-house counsel seeking legal advice regarding contractual implications of VTS performance deficiencies and potential volume diversion to alternative carriers on Secondary Lanes under Schedule C | Attorney-Client Privilege | Withheld in Full
86 | PRIV-SLG-000316 | PRIV-SLG-000318 | 3 | 2021-09-27 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Janet Kirkwood, VP Carrier Relations, Stonefield Logistics Group Inc. | Carlos Medina, SVP Operations, Stonefield Logistics Group Inc. | Legal advice from in-house counsel regarding permissibility of engaging Cascade Freight Systems Inc. and Briarwood Trucking Co. on Lanes 8–14 (Secondary Lanes) under Schedule C exclusivity provisions of TSA; analysis of distinction between Primary Lanes and Secondary Lanes | Attorney-Client Privilege | Withheld in Full
90 | PRIV-SLG-000330 | PRIV-SLG-000333 | 4 | 2021-10-01 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication seeking legal advice regarding engagement letters with Cascade Freight Systems and Briarwood Trucking under Schedule C framework | Attorney-Client Privilege | Withheld in Full
95 | PRIV-SLG-000350 | PRIV-SLG-000354 | 5 | 2021-10-06 | Email Chain | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Legal advice regarding form of supplemental carrier engagements and preservation of Schedule C compliance record | Attorney-Client Privilege | Withheld in Full
100 | PRIV-SLG-000370 | PRIV-SLG-000373 | 4 | 2021-10-10 | Email | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc. | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Communication transmitting September 2021 SLO scorecard and seeking legal advice regarding documentation standards for potential cure notice | Attorney-Client Privilege | Withheld in Full
110 | PRIV-SLG-000402 | PRIV-SLG-000406 | 5 | 2021-10-15 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Communication seeking legal advice regarding potential termination for cause under TSA Section 13.1 in light of deteriorating VTS service levels; discussion of cure notice requirements and evidentiary documentation needed | Attorney-Client Privilege | Withheld in Full
120 | PRIV-SLG-000440 | PRIV-SLG-000445 | 6 | 2021-10-22 | Memorandum | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Lorraine Beckwith, Partner, Ashford Meridian LLP | Legal memorandum analyzing evidentiary requirements for demonstrating material breach under Section 13.1(a) and cure notice reasonable particularity standard | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
130 | PRIV-SLG-000478 | PRIV-SLG-000482 | 5 | 2021-10-28 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding compilation of SLO breach documentation and format for pre-notice evidentiary record | Attorney-Client Privilege | Withheld in Full
140 | PRIV-SLG-000515 | PRIV-SLG-000518 | 4 | 2021-11-01 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice regarding pre-litigation preservation obligations and scope of anticipated litigation for work product purposes | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
150 | PRIV-SLG-000541 | PRIV-SLG-000550 | 10 | 2021-11-05 | Memorandum | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum analyzing Stonefield's rights and obligations under TSA Sections 13.1 and 13.2 with respect to potential termination for cause based on VTS service level failures; advice regarding standard for material breach, reasonable particularity requirement for cure notice, and 30-day cure period mechanics | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
160 | PRIV-SLG-000582 | PRIV-SLG-000586 | 5 | 2021-11-10 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Marcus Denton, CEO, Stonefield Logistics Group Inc. | Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | In-house counsel's legal advice to CEO and CFO summarizing outside counsel's November 5 memorandum and recommending strategy for cure notice | Attorney-Client Privilege | Withheld in Full
170 | PRIV-SLG-000605 | PRIV-SLG-000608 | 4 | 2021-11-15 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication transmitting board-level input on termination strategy and seeking legal advice on incorporation into cure notice framework | Attorney-Client Privilege | Withheld in Full
175 | PRIV-SLG-000620 | PRIV-SLG-000623 | 4 | 2021-11-18 | Email | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc. | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Communication from business personnel to in-house counsel transmitting Q4 2021 VTS performance data (on-time pickup rate 78.2%, on-time delivery rate 81.6%, tender acceptance rate 71.4%, equipment availability 62%) and seeking legal guidance on documentation of service level breaches for potential cure notice | Attorney-Client Privilege | Withheld in Full
180 | PRIV-SLG-000640 | PRIV-SLG-000643 | 4 | 2021-11-22 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc. | Communication forwarding Q4 metric data to outside counsel and seeking legal advice on scoring against SLO thresholds | Attorney-Client Privilege | Withheld in Full
190 | PRIV-SLG-000675 | PRIV-SLG-000680 | 6 | 2021-12-01 | Memorandum | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Legal memorandum scoring VTS Q4 2021 performance against SLO thresholds; legal advice regarding evidentiary sufficiency for material breach determination | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
200 | PRIV-SLG-000710 | PRIV-SLG-000714 | 5 | 2021-12-10 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc. | Janet Kirkwood, VP Carrier Relations, Stonefield Logistics Group Inc. | Legal advice from in-house counsel regarding cargo claims documentation (16 claims totaling $387,400 in November–December 2021 yielding 1.07% claims ratio vs. 0.5% SLO threshold) and inclusion of cargo claims data in potential cure notice under Section 13.2 | Attorney-Client Privilege | Withheld in Full
210 | PRIV-SLG-000745 | PRIV-SLG-000749 | 5 | 2021-12-15 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication seeking legal advice regarding integration of cargo claims data into pending cure notice draft | Attorney-Client Privilege | Withheld in Full
220 | PRIV-SLG-000778 | PRIV-SLG-000782 | 5 | 2021-12-20 | Email Chain | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Legal advice regarding categorization of breach types and structural approach to cure notice draft | Attorney-Client Privilege | Withheld in Full
230 | PRIV-SLG-000810 | PRIV-SLG-000814 | 5 | 2021-12-28 | Memorandum | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Lorraine Beckwith, Partner, Ashford Meridian LLP | Legal memorandum outlining recommended structure and content for cure notice, categorized by SLO metric and supporting evidentiary references | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
240 | PRIV-SLG-000848 | PRIV-SLG-000852 | 5 | 2022-01-02 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Marcus Denton, CEO, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding timing of cure notice delivery and coordination with executive leadership | Attorney-Client Privilege | Withheld in Full
250 | PRIV-SLG-000880 | PRIV-SLG-000890 | 11 | 2022-01-05 | Memorandum | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Legal memorandum providing legal advice on drafting of cure notice to VTS; analysis of reasonable particularity requirement under Section 13.2; recommended content and format for each identified breach category (on-time pickup, on-time delivery, tender acceptance, equipment availability, cargo claims, substitute equipment) | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
260 | PRIV-SLG-000915 | PRIV-SLG-000919 | 5 | 2022-01-08 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc. | Communication conveying business input on cure notice draft outline and seeking legal advice on incorporation | Attorney-Client Privilege | Withheld in Full
270 | PRIV-SLG-000945 | PRIV-SLG-000949 | 5 | 2022-01-10 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice regarding initial cure notice draft structure and evidentiary attachments | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
280 | PRIV-SLG-000970 | PRIV-SLG-000975 | 6 | 2022-01-12 | Draft | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc. | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Draft cure notice to VTS prepared at direction of counsel and transmitted to counsel for legal review; reflects legal advice regarding form and content of notice | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
285 | PRIV-SLG-000990 | PRIV-SLG-000994 | 5 | 2022-01-15 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc. | Legal advice regarding revisions to draft cure notice; guidance on specificity of metric citations and supporting documentation references to satisfy reasonable particularity standard under TSA Section 13.2 | Attorney-Client Privilege | Withheld in Full
290 | PRIV-SLG-001010 | PRIV-SLG-001015 | 6 | 2022-01-16 | Draft | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Revised draft cure notice incorporating outside counsel's January 15 legal advice; transmitted to counsel for final review | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
295 | PRIV-SLG-001040 | PRIV-SLG-001043 | 4 | 2022-01-17 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Final legal advice approving revised cure notice and confirming delivery mechanics under Section 22 (Notices) | Attorney-Client Privilege | Withheld in Full
300 | PRIV-SLG-001060 | PRIV-SLG-001063 | 4 | 2022-01-18 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc. | Communication confirming delivery of executed cure notice to VTS and seeking legal advice regarding cure period monitoring protocol | Attorney-Client Privilege | Withheld in Full
312 | PRIV-SLG-001085 | PRIV-SLG-001088 | 4 | 2022-01-20 | Email | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Communication transmitting updated performance metric data to outside counsel and seeking legal advice regarding inclusion of additional breach categories in cure notice sent January 18, 2022 | Attorney-Client Privilege | Withheld in Full
313 | PRIV-SLG-001089 | PRIV-SLG-001092 | 4 | 2022-01-21 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc. | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice from outside counsel regarding sufficiency of cure notice as delivered and options for supplemental notice if additional breaches are identified during cure period | Attorney-Client Privilege | Withheld in Full
314 | PRIV-SLG-001093 | PRIV-SLG-001095 | 3 | 2022-01-25 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication seeking legal advice regarding interpretation of Vantor's preliminary response to cure notice and legal implications for cure period timeline | Attorney-Client Privilege | Withheld in Full
315 | PRIV-SLG-001096 | PRIV-SLG-001098 | 3 | 2022-01-28 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice regarding monitoring of VTS cure efforts during 30-day cure period and evidentiary standards for determining whether material breach has been cured | Attorney-Client Privilege | Withheld in Full
316 | PRIV-SLG-001099 | PRIV-SLG-001101 | 3 | 2022-02-08 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc. | Communication transmitting updated performance data during cure period to counsel and seeking legal advice on sufficiency of VTS's claimed remediation efforts | Attorney-Client Privilege | Withheld in Full
317 | PRIV-SLG-001102 | PRIV-SLG-001106 | 5 | 2022-02-10 | Memorandum | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum analyzing VTS's performance during cure period and advising on whether identified breaches remain uncured as of February 10, 2022; legal advice regarding Stonefield's right to terminate for cause upon expiration of cure period on February 17, 2022 | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
318 | PRIV-SLG-001107 | PRIV-SLG-001110 | 4 | 2022-02-14 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Communication transmitting Vantor's February 14 response to cure notice to outside counsel and seeking legal advice regarding Vantor's assertion that performance deficiencies were caused by Stonefield's volume shortfalls and instructions to divert freight | Attorney-Client Privilege | Withheld in Full
325 | PRIV-SLG-001135 | PRIV-SLG-001139 | 5 | 2022-02-15 | Email | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice regarding preliminary analysis of Vantor's causation defense theory and evidentiary rebuttal points | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
340 | PRIV-SLG-001170 | PRIV-SLG-001175 | 6 | 2022-02-16 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Marcus Denton, CEO, Stonefield Logistics Group Inc. | Communication conveying legal advice regarding cure period expiration and executive decision-making on termination | Attorney-Client Privilege | Withheld in Full
350 | PRIV-SLG-001200 | PRIV-SLG-001210 | 11 | 2022-02-17 | Memorandum | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum analyzing Vantor's February 14 response and advising that response does not constitute substantial cure; legal advice regarding Stonefield's right to proceed with termination for cause; analysis of risk that Vantor may assert Stonefield's volume shortfalls as defense to termination; advice regarding anticipated April 2022 rate adjustment as potential motive evidence | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
365 | PRIV-SLG-001255 | PRIV-SLG-001259 | 5 | 2022-02-20 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication seeking legal advice regarding calibration of internal messaging concerning termination rationale in advance of board approval | Attorney-Client Privilege | Withheld in Full
380 | PRIV-SLG-001300 | PRIV-SLG-001305 | 6 | 2022-02-22 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Marcus Denton, CEO, Stonefield Logistics Group Inc.; Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding Ashford Meridian's analysis of projected April 2022 rate adjustment (14.3% increase, weighted average $2.87/mi to $3.28/mi, approximately $6.2M annual cost impact) and legal advice on whether rate adjustment awareness could be characterized as pretextual motive for termination | Attorney-Client Privilege | Withheld in Full
400 | PRIV-SLG-001370 | PRIV-SLG-001378 | 9 | 2022-02-28 | Memorandum | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Lorraine Beckwith, Partner, Ashford Meridian LLP; Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum analyzing April 2022 rate adjustment under TSA Section 5.3 Rate Adjustment Mechanism (70% diesel fuel index / 30% CPI-U blend); computation of projected per-mile rate increase; legal advice regarding separation of valid contractual termination grounds from economic considerations | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
415 | PRIV-SLG-001420 | PRIV-SLG-001424 | 5 | 2022-02-28 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Marcus Denton, CEO, Stonefield Logistics Group Inc. | Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | In-house counsel's legal advice regarding board resolution language authorizing termination | Attorney-Client Privilege | Withheld in Full
430 | PRIV-SLG-001450 | PRIV-SLG-001455 | 6 | 2022-03-01 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Marcus Denton, CEO, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding form and content of termination letter; discussion of legal strategy for documenting termination for cause under Section 13.1(a) and reservation of rights language | Attorney-Client Privilege | Withheld in Full
435 | PRIV-SLG-001470 | PRIV-SLG-001473 | 4 | 2022-03-02 | Draft | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Draft termination letter to Vantor Holdings Corp. and VTS prepared by in-house counsel and transmitted to outside counsel for legal review; reflects legal advice regarding form and content | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
436 | PRIV-SLG-001474 | PRIV-SLG-001476 | 3 | 2022-03-03 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice regarding final revisions to termination letter; guidance on characterization of uncured breaches and reservation of rights and remedies language | Attorney-Client Privilege | Withheld in Full
445 | PRIV-SLG-001505 | PRIV-SLG-001508 | 4 | 2022-03-04 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication confirming delivery of executed termination letter and seeking legal advice regarding post-termination transition steps | Attorney-Client Privilege | Withheld in Full
460 | PRIV-SLG-001545 | PRIV-SLG-001549 | 5 | 2022-03-10 | Email Chain | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Legal advice regarding anticipated Vantor response to termination and litigation posture assessment | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
475 | PRIV-SLG-001590 | PRIV-SLG-001595 | 6 | 2022-03-18 | Memorandum | Troy Nakamura, Senior Associate, Ashford Meridian LLP | Lorraine Beckwith, Partner, Ashford Meridian LLP | Legal memorandum analyzing Vantor's March 15 response letter contesting termination and asserting improper termination claims | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
490 | PRIV-SLG-001625 | PRIV-SLG-001628 | 4 | 2022-04-08 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication transmitting Vantor's April 8 demand letter and seeking legal advice on preliminary response | Attorney-Client Privilege | Withheld in Full
500 | PRIV-SLG-001650 | PRIV-SLG-001654 | 5 | 2022-04-12 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Marcus Denton, CEO, Stonefield Logistics Group Inc.; Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | Communication forwarding Vantor's April 8 demand letter ($95.4M) to outside counsel and seeking legal advice regarding response strategy and potential liability exposure | Attorney-Client Privilege | Withheld in Full
510 | PRIV-SLG-001680 | PRIV-SLG-001690 | 11 | 2022-04-18 | Memorandum | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum analyzing Vantor's demand letter; assessment of claimed damages categories (liquidated damages $67.23M, lost profits $18.7M, stranded assets $5.2M, workforce reduction $2.87M, mitigation costs $1.4M); legal advice regarding enforceability of liquidated damages clause as potential penalty; recommendation to reject demand and invoke executive negotiation period under TSA Section 16 | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
525 | PRIV-SLG-001725 | PRIV-SLG-001729 | 5 | 2022-04-20 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Marcus Denton, CEO, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding executive-level briefing on litigation risk analysis and reserve estimation | Attorney-Client Privilege | Withheld in Full
540 | PRIV-SLG-001760 | PRIV-SLG-001764 | 5 | 2022-04-22 | Memorandum | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum outlining defensive strategy and preliminary counterclaim theories against Vantor for improper causation defense | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
550 | PRIV-SLG-001780 | PRIV-SLG-001783 | 4 | 2022-04-25 | Draft | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Draft response letter to Vantor's demand prepared at direction of and for review by outside counsel; reflects legal advice regarding characterization of termination and invocation of dispute resolution procedures | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
565 | PRIV-SLG-001820 | PRIV-SLG-001823 | 4 | 2022-04-28 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice regarding final revisions to response letter and coordination with dispute resolution procedures under Section 16 | Attorney-Client Privilege | Withheld in Full
580 | PRIV-SLG-001860 | PRIV-SLG-001864 | 5 | 2022-05-02 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Marcus Denton, CEO, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding preparation for Section 16 executive negotiation session | Attorney-Client Privilege | Withheld in Full
600 | PRIV-SLG-001900 | PRIV-SLG-001904 | 5 | 2022-05-10 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Marcus Denton, CEO, Stonefield Logistics Group Inc. | Communication seeking legal advice in preparation for executive negotiation meeting scheduled May 16, 2022 between Marcus Denton and Nikolai Vantorovich pursuant to TSA Section 16 | Attorney-Client Privilege | Withheld in Full
610 | PRIV-SLG-001925 | PRIV-SLG-001930 | 6 | 2022-05-14 | Memorandum | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum providing negotiation briefing for CEO in advance of May 16 executive meeting | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
620 | PRIV-SLG-001950 | PRIV-SLG-001956 | 7 | 2022-05-18 | Memorandum | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Post-negotiation legal memorandum summarizing outcome of May 16 executive meeting (no resolution) and legal advice regarding next steps; recommendation to retain litigation counsel in anticipation of suit | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
635 | PRIV-SLG-001990 | PRIV-SLG-001995 | 6 | 2022-05-25 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Marcus Denton, CEO, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding scheduling and preparation for second executive negotiation session | Attorney-Client Privilege | Withheld in Full
650 | PRIV-SLG-002030 | PRIV-SLG-002033 | 4 | 2022-06-05 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication reporting outcome of second executive negotiation session (June 3, telephonic; no resolution) and seeking legal advice regarding litigation preparation and selection of litigation counsel | Attorney-Client Privilege | Withheld in Full
665 | PRIV-SLG-002075 | PRIV-SLG-002079 | 5 | 2022-06-15 | Memorandum | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum recommending litigation counsel candidates and framework for engagement of specialty litigation firm | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
680 | PRIV-SLG-002120 | PRIV-SLG-002124 | 5 | 2022-06-28 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Marcus Denton, CEO, Stonefield Logistics Group Inc. | Communication regarding preliminary interviews with candidate litigation counsel firms including Calderwood & Harkness LLP | Attorney-Client Privilege | Withheld in Full
700 | PRIV-SLG-002180 | PRIV-SLG-002184 | 5 | 2022-07-15 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication seeking legal advice regarding anticipated litigation and selection of defense counsel; discussion of engagement of Calderwood & Harkness LLP for litigation representation; legal advice regarding litigation strategy considerations | Attorney-Client Privilege | Withheld in Full
715 | PRIV-SLG-002225 | PRIV-SLG-002229 | 5 | 2022-07-22 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication initiating preliminary conflicts screening and confidential engagement discussions with Calderwood & Harkness | Attorney-Client Privilege | Withheld in Full
730 | PRIV-SLG-002270 | PRIV-SLG-002275 | 6 | 2022-08-01 | Memorandum | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Initial legal assessment memorandum from Calderwood & Harkness following case briefing; preliminary defense theory and work product analysis | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
750 | PRIV-SLG-002330 | PRIV-SLG-002335 | 6 | 2022-08-14 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | Communication forwarding Vantor's Complaint filed August 12, 2022 to outside counsel and seeking legal advice regarding immediate response obligations, preservation requirements, and lender notification obligations under Lakeshore National Bank Credit Agreement Section 6.03(b) ($25M threshold) | Attorney-Client Privilege | Withheld in Full
765 | PRIV-SLG-002375 | PRIV-SLG-002378 | 4 | 2022-08-15 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Legal advice regarding immediate litigation hold implementation and preservation notice distribution | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
780 | PRIV-SLG-002420 | PRIV-SLG-002424 | 5 | 2022-08-18 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Communication seeking legal advice regarding form and content of lender notification letter to Catherine Devereaux, SVP Loan Administration, Lakeshore National Bank (Administrative Agent) under Credit Agreement Ref. LNB-SLG-2017-CA-4402, Section 6.03(b); discussion of characterization of litigation exposure for notification purposes | Attorney-Client Privilege | Withheld in Full
795 | PRIV-SLG-002465 | PRIV-SLG-002468 | 4 | 2022-08-21 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | Legal advice regarding lender notification content and characterization of litigation exposure per Section 6.03(b) | Attorney-Client Privilege | Withheld in Full
800 | PRIV-SLG-002490 | PRIV-SLG-002493 | 4 | 2022-08-22 | Draft | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Draft lender notification letter to Lakeshore National Bank prepared at direction of counsel for legal review; reflects legal advice regarding litigation disclosure language and characterization of management's assessment of claims | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
815 | PRIV-SLG-002525 | PRIV-SLG-002528 | 4 | 2022-08-25 | Email | Lorraine Beckwith, Partner, Ashford Meridian LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice approving final draft lender notification letter for delivery | Attorney-Client Privilege | Withheld in Full
830 | PRIV-SLG-002570 | PRIV-SLG-002574 | 5 | 2022-08-28 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding D&O insurance tender to Graymark Insurance Company (Policy No. GLG-DO-1025-00008, $15M aggregate limit) and CGL coverage under Brindoval Mutual Insurance Co. (Policy No. CGL-SLG-2022-11902); discussion of coverage positions and tender strategy | Attorney-Client Privilege | Withheld in Full
845 | PRIV-SLG-002615 | PRIV-SLG-002618 | 4 | 2022-08-31 | Draft | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Lorraine Beckwith, Partner, Ashford Meridian LLP | Draft insurance tender letter to Graymark Insurance Company prepared for legal review | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
860 | PRIV-SLG-002650 | PRIV-SLG-002655 | 6 | 2022-09-02 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Lorraine Beckwith, Partner, Ashford Meridian LLP; Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | Communication between in-house counsel and newly retained litigation counsel at Calderwood & Harkness LLP regarding case background, engagement terms, and transition of litigation management from Ashford Meridian; includes discussion of legal strategy | Attorney-Client Privilege | Withheld in Full
875 | PRIV-SLG-002710 | PRIV-SLG-002715 | 6 | 2022-09-05 | Memorandum | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Litigation strategy memorandum outlining defense framework, initial discovery plan, and preliminary counterclaim analysis | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
900 | PRIV-SLG-002770 | PRIV-SLG-002775 | 6 | 2022-09-08 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP; Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Communication providing litigation counsel with background documents and seeking legal advice regarding defense strategy, including discussion of Kirkwood September 22, 2021 internal email and potential risk of pretext characterization | Attorney-Client Privilege | Withheld in Full
920 | PRIV-SLG-002830 | PRIV-SLG-002834 | 5 | 2022-09-12 | Email | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Legal advice regarding preparation for September 15 in-person strategy session and witness interview preparation | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
935 | PRIV-SLG-002870 | PRIV-SLG-002874 | 5 | 2022-09-14 | Memorandum | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum outlining agenda and topical framework for September 15 strategy session | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
950 | PRIV-SLG-002900 | PRIV-SLG-002905 | 6 | 2022-09-15 | Meeting Notes | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | File | In-house counsel's notes from September 15, 2022 strategy session at SLG Fort Worth offices with Calderwood & Harkness LLP (Eklund, Gallagher) and SLG personnel (Denton, Wren, Ramachandran, Medina, Kirkwood, Hess); reflects legal advice and mental impressions regarding litigation strategy, witness preparation, and key risk areas | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
965 | PRIV-SLG-002945 | PRIV-SLG-002950 | 6 | 2022-09-18 | Memorandum | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Post-session legal strategy memorandum summarizing action items, defense theory refinements, and witness preparation priorities | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
980 | PRIV-SLG-002995 | PRIV-SLG-002999 | 5 | 2022-09-28 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Priya Ramachandran, CFO, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding preliminary case reserve estimation and coordination with insurance carriers | Attorney-Client Privilege | Withheld in Full
1000 | PRIV-SLG-003050 | PRIV-SLG-003054 | 5 | 2022-10-05 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Priya Ramachandran, CFO, Stonefield Logistics Group Inc.; Alison Trang, Partner and SLG Board Member, Ridgeline Capital Partners LP | Communication regarding Graymark Insurance Company's October 3, 2022 declination of D&O coverage (commercial contract exclusion); seeking legal advice on options for challenging declination and analysis of coverage under Brindoval CGL policy | Attorney-Client Privilege | Withheld in Full
1015 | PRIV-SLG-003095 | PRIV-SLG-003100 | 6 | 2022-10-14 | Memorandum | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP; Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum analyzing coverage denial and outlining strategy for challenging commercial contract exclusion | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
1030 | PRIV-SLG-003135 | PRIV-SLG-003139 | 5 | 2022-10-25 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Communication seeking legal advice regarding draft Answer framework and initial affirmative defenses | Attorney-Client Privilege | Withheld in Full
1050 | PRIV-SLG-003180 | PRIV-SLG-003185 | 6 | 2022-11-10 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Marcus Denton, CEO, Stonefield Logistics Group Inc.; Alison Trang, Partner, Ridgeline Capital Partners LP; Douglas Whitmore, Managing Partner, Ridgeline Capital Partners LP | Privileged communication between client, in-house counsel, and litigation counsel regarding settlement authority analysis and litigation risk assessment; includes discussion of settlement value range and Ridgeline's position regarding defense posture | Attorney-Client Privilege | Withheld in Full
1065 | PRIV-SLG-003225 | PRIV-SLG-003230 | 6 | 2022-11-22 | Memorandum | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Legal memorandum providing case assessment update and preliminary damages analysis | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
1080 | PRIV-SLG-003275 | PRIV-SLG-003280 | 6 | 2022-12-08 | Draft | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Preliminary draft of Answer and Affirmative Defenses circulated for client review; work product | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
1100 | PRIV-SLG-003330 | PRIV-SLG-003337 | 8 | 2023-01-08 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP; Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Communication providing in-house counsel's comments on draft Answer and Affirmative Defenses; includes legal advice regarding characterization of force majeure invocation, adjusted CY2 Annual Committed Volume ($21.6M adjusted vs. $31.8M actual tenders), and counterclaim strategy | Attorney-Client Privilege | Withheld in Full
1115 | PRIV-SLG-003380 | PRIV-SLG-003385 | 6 | 2023-01-20 | Draft | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Revised draft Answer, Affirmative Defenses, and Counterclaims incorporating client comments | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
1130 | PRIV-SLG-003425 | PRIV-SLG-003429 | 5 | 2023-02-05 | Email | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal advice regarding finalization of Answer and Counterclaims for filing; strategy for pleading counterclaims for lost profit damages | Attorney-Client Privilege | Withheld in Full
1150 | PRIV-SLG-003480 | PRIV-SLG-003485 | 6 | 2023-02-20 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc. | Communication regarding document collection for first production; legal advice regarding identification and preservation of privileged communications with Ashford Meridian LLP during pre-litigation cure period (January–February 2022); discussion of privilege log strategy for communications between Hess and Beckwith | Attorney-Client Privilege | Withheld in Full
1165 | PRIV-SLG-003525 | PRIV-SLG-003529 | 5 | 2023-02-28 | Memorandum | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Simone Laroche, Working Associate, Calderwood & Harkness LLP | Legal memorandum outlining privilege review protocol and privilege log preparation strategy for first production | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
1180 | PRIV-SLG-003570 | PRIV-SLG-003575 | 6 | 2023-03-10 | Email | Simone Laroche, Working Associate, Calderwood & Harkness LLP | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Communication regarding privilege review status and questions concerning specific pre-litigation communications; legal analysis of privilege positions | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
1200 | PRIV-SLG-003630 | PRIV-SLG-003635 | 6 | 2023-03-20 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP; Simone Laroche, Working Associate, Calderwood & Harkness LLP | Communication regarding discovery response strategy; in-house counsel's legal advice on scope of objections to Vantor's First Request for Production; discussion of privilege positions for pre-litigation Ashford Meridian communications (84 documents identified for privilege log) | Attorney-Client Privilege | Withheld in Full
1215 | PRIV-SLG-003680 | PRIV-SLG-003684 | 5 | 2023-03-28 | Memorandum | Simone Laroche, Working Associate, Calderwood & Harkness LLP | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Legal memorandum summarizing QC review results and final privilege log compilation status | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
1230 | PRIV-SLG-003720 | PRIV-SLG-003725 | 6 | 2023-04-02 | Email Chain | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Samuel Eklund, Responsible Partner, Calderwood & Harkness LLP | Priya Ramachandran, CFO, Stonefield Logistics Group Inc.; Alison Trang, Partner, Ridgeline Capital Partners LP | Communication providing quarterly litigation status update to Ridgeline Capital Partners; includes legal advice regarding case assessment, budget projections, and risk analysis in anticipation of discovery phase | Attorney-Client Privilege | Withheld in Full
1240 | PRIV-SLG-003770 | PRIV-SLG-003774 | 5 | 2023-04-06 | Email | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Simone Laroche, Working Associate, Calderwood & Harkness LLP | Legal advice regarding final review of production set and privilege log prior to April 14 production delivery | Attorney-Client Privilege | Withheld in Full
1245 | PRIV-SLG-003800 | PRIV-SLG-003809 | 10 | 2023-04-09 | Memorandum | Simone Laroche, Working Associate, Calderwood & Harkness LLP | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP; Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Legal memorandum documenting final privilege log statistics and certification framework for first production | Attorney-Client Privilege and Work Product Doctrine | Withheld in Full
1247 | PRIV-SLG-003810 | PRIV-SLG-003814 | 5 | 2023-04-10 | Email | Tobias Wren, General Counsel, Stonefield Logistics Group Inc. | Patrick Gallagher, Lead Associate, Calderwood & Harkness LLP | Raymond Hess, Director Contract Compliance, Stonefield Logistics Group Inc.; Janet Kirkwood, VP Carrier Relations, Stonefield Logistics Group Inc. | Communication seeking legal advice regarding Vantor's document production and identification of VTS internal email (VHC-008417, Milescu to Vantorovich, November 12, 2021) referencing removal of 85 tractors from SLG dedicated lanes; in-house counsel's legal analysis of implications for defense strategy | Attorney-Client Privilege | Withheld in Full
[sheet: Log Summary]
Category | Count / Value
Matter | Vantor Holdings Corp. v. Stonefield Logistics Group Inc., Case No. 22-cv-07841 (S.D.N.Y.)
Calderwood & Harkness Matter No. | 1012-00005
Client | Stonefield Logistics Group Inc.
Log Prepared By | Simone Laroche, Working Associate, and Helen Tsao, Senior Paralegal, Calderwood & Harkness LLP
Log Date | April 14, 2023
Production Accompanied | Defendant Stonefield Logistics Group Inc.'s First Production of Documents
Production Bates Range | SLG-000001 through SLG-042387
Documents Produced | 42,387
Approximate Pages Produced | 186,000
Documents Withheld on Privile