Alex Barris Heller
Berger Montague PC
- Address of record
- 1818 Market Street, Suite 3600, Philadelphia, PA 19103, 215-602-4032
- aheller@bm.net
- Phone
- (215) 602-4032
Contact details as filed with the court in the cases below.
Case history
Publicly tracked matters where this attorney is listed as counsel.
Bank of New York Mellon Negotiable Instrument Class Action
A proposed class action against The Bank of New York Mellon, apparently concerning negotiable instruments under the Uniform Commercial Code. The docket indicates multiple named plaintiffs; one plaintiff voluntarily dismissed his individual claims without prejudice, while the claims of the remaining named plaintiffs and the putative class remain pending. The nature of suit is 140 Negotiable Instrument, but the specific allegations are not detailed in the provided docket text.
- Filed
- March 13, 2025
- Represents
- Aaron Dobbs, Charles Flowers, Barry Williams
UBS Financial Services Contract Class Action
A proposed class action has been filed against UBS Financial Services Inc. in federal court in New York. The docket classifies the case as a contract dispute, but the provided docket entries do not detail the specific allegations. The claims appear to concern contract-related issues involving the financial services company. These are allegations in a newly filed case, not proven facts.
- Filed
- September 3, 2024
- Represents
- Andrew Davitt
Charles Schwab Customer Account Class Action
A proposed class action against The Charles Schwab Corporation and affiliated TD Ameritrade entities. Based on the contract nature of suit, the case appears to concern customer brokerage or investment account agreements, possibly involving fees or account handling, though the available docket text does not detail the specific claims. The allegations are unproven and no settlement is indicated.
- Filed
- August 28, 2024
- Represents
- Mary Loughran, Rosemary Orlando, Edward Carr
Singularity Securities Settlement
Defendants allegedly misled shareholders about the benefits and value of various transactions, joint ventures, and business plans relating to Singularity's transformation from a global logistics company to a cryptocurrency mining and hardware development business. The defendants deny all allegations of wrongdoing.
- Settlement fund
- $8.5M
- Claim deadline
- January 16, 2026
- Represents
- Ruibin Wang, Sen Gao, Luxiao Xu, Congli Huo
Kraft Heinz Securities Litigation Settlement
Investors alleged that Kraft Heinz, its executives, and 3G Capital made materially false or misleading statements about the company's cost-cutting measures, brand investments, Canadian retail business, financial performance, and goodwill impairment. Investors claimed the stock price was artificially inflated and declined when the truth was revealed, causing damages. Defendants deny all allegations of wrongdoing.
- Settlement fund
- $450M
- Claim deadline
- Represents
- Sjunde AP-Fonden, Booker Enterprises Pty Ltd.
“Recovery” and “exposure” refer to total disclosed settlement funds in associated cases, not money personally won or lost by an attorney. Settlements generally resolve disputed allegations without a finding that either side won. Data comes from public court dockets and may be incomplete.