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Joseph C. Lewis, Carolyn W. Carter, Patrick J. O’Connor, and Bryan L. Waugh
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Full registry record
CLASS ACTION JX-SEC-LR-26489Opened AUG 21 2026Quick look

Joseph C. Lewis, Carolyn W. Carter, Patrick J. O’Connor, and Bryan L. Waugh

Where this class action stands
Stage 5 of 7 · Filed
organizing · next rung: Resolved
§ Right of reply

No reply on file from Joseph C. Lewis, Carolyn W. Carter, Patrick J. O’Connor, and Bryan L. Waugh on this matter.

Claims entered

No claim has been entered on this docket.

1 filed · 1 on the record. The chronology below carries every filing, docket event and outcome — open a row there for its source.

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The chronology

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AUG 21 '26EventJoseph C. Lewis, Carolyn W. Carter, Patrick J. O’Connor, and Bryan L. Waugh
Docket event

Opened at stage filed

Entered on the record AUG 21 2026Occurred AUG 21 2026
On the record
Crime

No crime on the record yet.

Statutes

No statutes on the record yet.

Place
New York

"According to the SEC’s complaint, filed in federal district court in the Southern District of New York, Lewis obtained material, nonpublic information about two public companies through his majority ownership and control of a biotechnology investment fund."

Status
Case 1:23-cv-06438

"Lewis, et al., No. 1:23-cv-06438 (S.D.N.Y. filed July 26, 2023) SEC Obtains Final Consent Judgments as to Joseph C."

Parties

No parties on the record yet.

Amounts
$1,636,645.11 Penalty

"The final judgments permanently enjoin the defendants from violating the antifraud provisions of Section 10(b) of the Securities Exchange Act of 1934 and Rule 10b-5 thereunder, and order them to pay penalties, disgorgement, and prejudgment interest in the following amounts: Penalty Disgorgement Prejudgment Interest Lewis $1,636,645.11 – – Carter $241,154.81 $241,154.81 $43,589.44 O’Connor $24,221.53 $171,886.12 $29,257.46 Waugh $33,126.86 $132,507.44 $22,554.64 The SEC’s litigation was conducted by Carina Cuellar and Timothy Work and supervised by Jim Carlson and Jim Connor."