“Federal courts have superimposed a balancing of interests approach for Rule 26’s good cause requirement.”
How later courts described this case
- “Federal courts have superimposed a balancing of interests approach for Rule 26’s good cause requirement.”
Written by the judges who cited it.
The opinion
UNITED STATES DISTRICT COURT
NORTHERN DISTRICT OF ALABAMA
WESTERN DIVISION
KAI SPEARS, )
)
Plaintiff )
)
vs. ) Case No. 7:23-cv-00692-ACA-HNJ
)
THE NEW YORK TIMES COMPANY, )
)
Defendant )
MEMORANDUM OPINION AND ORDER
This action proceeds before the court on the motion by non-party The Board of
Trustees of the University of Alabama (“the Board”)1 to quash a subpoena Defendant
The New York Times Company (“NYT”) issued to University of Alabama employee
Shane Lyons (“Lyons”) to testify at deposition, or alternatively, for a protective order.
(Doc. 112). United States District Judge Annemarie Carney Axon referred the motion
to the undersigned. (Doc. 114 and August 13, 2025, docket entry). NYT opposes
the motion. (Doc. 128). For the reasons set out herein, the court will DENY the
motion to the extent it seeks to quash the subpoena but GRANT the motion to the
extent it seeks a protective order limiting the duration of the deposition.
1 The Board filed the motion “for and on behalf of its member institution, the University of Alabama
(“UA”) and, specifically, its employee Shane Lyons (“Lyons”). (Doc. 112, at 1).
BACKGROUND
Plaintiff Kai Spears, a former basketball player for the University of Alabama,
asserts state law claims against NYT for defamation/libel and false light invasion of
privacy. (Doc. 28).2 The claims concern NYT’s reporting of a fatal shooting on
January 15, 2023, in Tuscaloosa, Alabama. NYT published an article on March 15, 2023,
erroneously stating Spears was present at the time of the shooting, along with two other
University of Alabama basketball players. (Id. ¶¶ 16-20, 47-48). Specifically, the NYT
article contained the following statements:
A fatal January shooting that involved members of the top-ranked
Alabama men’s basketball team, which has loomed over the Crimson Tide
as they chase a national championship, could have been even more deadly,
as surveillance video showed that two players were in a car struck by
bullets in the crossfire.
The shootout, which sent people nearby scrambling for cover,
killed Jamea Harris, 23, who was a passenger in a car. In another car that
was struck were Brandon Miller, a star player for the Crimson Tide, and
Kai Spears, a freshman walk-on whose presence at the scene had not been
previously reported.
. . . .
Including Spears, at least four Alabama players have now been
placed at the scene of the shooting that took place in the early morning
hours of Jan. 15, as bars emptied out along The Strip, a popular gathering
spot for students near campus along University Boulevard in Tuscaloosa.
. . . .
2 Federal diversity jurisdiction exists over the state claims, as the parties hail from different states, and
the amount in controversy exceeds $75,000. (Doc. 28, ¶¶ 8-11; see 28 U.S.C. § 1332(a)(1)).
2
Jaden Bradley, a freshman guard, was also at the scene. A review of
surveillance video showed his car was in a narrow lane that intersects
University Boulevard, parked ahead of Miller and Spears. Behind Miller
and Spears was a Jeep with Harris in the front passenger seat.
. . . .
In its aftermath, the school has sought to distance itself from the
shooting. . . . [T]he involvement of other players — of which the school
was aware — was kept quiet . . . .
(Doc. 12-1 at 3, 4, 5).
Spears, his father, and his attorney denied Spears’s presence at the scene of the
shooting, yet Spears declined to provide NYT a full interview pursuant to directives
from the University not to respond to media questions about the shooting. (Id. ¶¶ 52-
54, 58). After NYT published the story, it allegedly received information from
multiple sources that it inaccurately reported Spears’s presence at the scene, yet it did
not correct the report. (Id. ¶¶ 59-62, 67-69). On March 16, 2023, NYT reporter Billy
Witz allegedly informed the Spears family the newspaper would issue a retraction only
if Spears agreed to a full interview. When Spears refused, NYT issued a statement on
March 17, 2023, standing by its story, and other news outlets picked up the report. (Id.
¶¶ 70-74).
Eventually, on June 2, 2023, Spears agreed to provide NYT an interview. He
identified Cooper Lee, the student basketball manager, as an additional individual in
Miller’s car the night of the shooting. (Doc. 28, ¶¶ 77-79). After receiving that
3
information and confirming it with Cooper Lee, NYT publicly acknowledged it
previously misidentified Spears as the passenger. (Id. ¶¶ 80-82).
Spears filed this lawsuit on May 30, 2023 (Doc. 1), and he amended his complaint
on December 27, 2023. (Doc. 28). NYT’s Answer to the Amended Complaint
asserts affirmative defenses, including that “[s]ome or all allegedly defamatory
statements or implications about Plaintiff are true or substantially true, and Plaintiff
cannot carry his burden of proving that any such statement or implication is materially
false,” and “[s]ome or all of the statements at issue are not reasonably capable of the
defamatory meaning attributed to them by Plaintiff.” (Doc. 30, at 17).
On July 31, 2025, NYT served a non-party subpoena seeking to depose Lyons,
the University of Alabama Executive Deputy Director of Athletics and Chief Operating
Officer. The Board did not attach a copy of the subpoena to its motion, but it states
that NYT’s attorneys have represented they primarily seek
Lyons’ testimony regarding 1) Lyons’ conversations with Christian Spears
[Kai Spears’s father] following the incident underlying this case, although
it is UA’s understanding that Christian Spears has been deposed by NYT,
and 2) meetings that occurred between UA officials and members of UA’s
men’s basketball team to provide information for its “substantial truth”
affirmative defense.
(Doc. 112, at 2).
The Board challenges the subpoena on the grounds that the information NYT
seeks from the deposition does not bear relevance to any party’s claims or defenses,
4
and the information sought duplicates information NYT already sought from another
University official in a prior deposition.
DISCUSSION
Pursuant to Federal Rule of Civil Procedure 45, “[a] party or attorney responsible
for issuing and serving a subpoena must take reasonable steps to avoid imposing undue
burden or expense on a person subject to the subpoena.” Fed. R. Civ. P. 45(d)(1).
The district court may quash or modify a subpoena that “subjects a person to undue
burden.” Fed. R. Civ. P. 45(d)(3)(A)(iv). See BMO Harris Bank, N.A. v. Richert Funding,
LLC, No. 1:15-CV-3886-AT, 2017 WL 11627485, at *10 (N.D. Ga. July 3, 2017)
(citations omitted) (The subpoena issuer’s duty to avoid undue burden or expense on
the receiving party “‘reflects a balancing between the litigants’ need to obtain
information from non-parties and the need to protect outsiders to the litigation from
having to incur undue burden and expense.’”).
“While Rule 45 does not specifically identify irrelevance as a reason to quash a
subpoena, it is generally accepted that the scope of discovery allowed under Rule 45 is
limited by the relevancy requirement of the federal discovery rules.” Jordan v. Comm’r,
Mississippi Dep’t of Corr., 947 F.3d 1322, 1329 (11th Cir. 2020) (citing Fed. R. Civ. P.
26(b)(1); Advisory Committee Note to the 1970 Amendments to Rule 45 (noting that
the 1970 amendments “make it clear that the scope of discovery through a subpoena is
the same as that applicable to Rule 34 and the other discovery rules”)).
5
Therefore, the court must assess two primary issues raised by this motion to
quash: relevancy and burden.
A. Lyons’s Putative Testimony Bears Relevance to the Claims
Pursuant to Rule 26, a party may discover
any nonprivileged matter that is relevant to any party’s claim or defense
and proportional to the needs of the case, considering the importance of
the issues at stake in the action, the amount in controversy, the parties’
relative access to relevant information, the parties’ resources, the
importance of the discovery in resolving the issues, and whether the
burden or expense of the proposed discovery outweighs its likely benefit.
Fed. R. Civ. P. 26(b)(1). “[A]subpoena issued under Rule 45 should be quashed to the
extent it seeks irrelevant information.” Jordan, 947 F.3d at 1329. Of course, “the
relevance of information sought in discovery depends on the claims asserted in the
underlying action and the legal standards that govern those claims.” Id. (citing Fed. R.
Civ. P. 26(b)(1); Fed. R. Evid. 401 (stating that information is relevant if it has a
“tendency to make a fact more or less probable” and “the fact is of consequence in
determining the action”)).
NYT asserts the testimony it seeks from Lyons bears relevance to defend against
Plaintiff’s claims:
Plaintiff has alleged that if The Times had engaged more diligently with
the University of Alabama, it would not have made the pre-publication
error of confusing Kai Spears and Cooper Lee and/or would have quickly
learned of Lee’s identify post-publication. Conversely, witnesses for The
Times have testified that University staff did not provide relevant
information, preventing or delaying accurate reporting. And third-party
6
witnesses have testified that they were instructed by University staff not
to respond to press outreach. Consequently, when the University learned
that Lee – not Spears – had been the passenger at the time of the
shooting[,] and how the University engaged with the press and Spears’s
family regarding the shooting[,] is directly relevant to legal issues in this
case.
(Doc. 128, at 1-2; see also id. at 4-5 (“Plaintiff has attempted to develop testimony from
a number of witnesses connected to the University of Alabama basketball team that the
reporter for The Times, Billy Witz, could have uncovered the true identity of the
passenger in Miller’s car earlier if he had just asked the University and given them time
to figure out the answer.”)).
To contest the relevance of Lyons’s testimony, the Board argues “Lyons’ role in
the relevant meetings with basketball players was administrative in nature and far
removed from the factual circumstances surrounding the shooting and the extent of
Plaintiff’s alleged involvement in it” (Doc. 112, at 6), and “what Lyons or the University
knew [about the identity of the passenger in the car at the time of the story’s publication]
is clearly irrelevant to the NYT’s poor decision to publish the report at issue.” (Doc.
129, at 2). According to the Board, Witz reached out to the University only four hours
before publishing the article, leaving the University with insufficient time to respond
due to the basketball team’s contemporaneous participation in the NCAA basketball
tournament. (Id.).
Of course, the assessment of relevancy depends upon the claims or defenses at
7
issue. A claim for defamation contains the following elements:
1) a false and defamatory statement concerning the plaintiff; 2) an
unprivileged communication of that statement to a third party; 3) fault
amounting at least to negligence on the part of the defendant; and 4) either
actionability of the statement irrespective of special harm or the existence
of special harm caused by the publication of the statement.”
Adams v. Bank of Am., N.A., 237 F. Supp. 3d 1189, 1202 (N.D. Ala. 2017) (quoting Wal–
Mart Stores, Inc. v. Smitherman, 872 So.2d 833, 840 (Ala. 2003)).
Regarding the relevance assessment, the University focuses upon the first
element – whether the requested deposition bears relevance to assessing liability for
issuing an alleged false and defamatory statement in the contested article. In that guise,
the inquiry focuses upon whether NYT’s reference to Spears reflected substantial
falsity: there exists no “falsity so long as ‘the substance, the gist, the sting,’” of the
statement bears justification. Masson v. New Yorker Mag., Inc., 501 U.S. 496, 517 (1991)
(citation omitted). That is, substantial falsity assesses whether the “meaning conveyed
by [a published] statement” bears falsity. Id. “The essence of that inquiry, however,
remains the same whether the burden rests upon plaintiff or defendant.” Id.
As for this aspect of the inquiry at bar, the foregoing elucidation portrays Lyons’s
testimony may bear some probative value regarding the substantial falsity inquiry. The
University’s actions vis-à-vis confirming information with Witz—and more particularly,
Lyons’s knowledge as to Spears’s activities vis-à-vis the night in question—may shed
8
light on the “substance” or “gist” of the article’s intimation Spears was complicit, or
“involved,” in the shooting.
More directly, however, and as NYT proposes in its Opposition, the testimony
sought by NYT bears relevance as to another element of the defamation claim: the
defendant’s fault for publicizing the alleged defamatory statement must amount to at
least negligence. In pertinent part, the Alabama Supreme Court expounded upon this
requirement:
[D]efendants who made false defamatory statements about private figures
may be held liable if their conduct created an unreasonable risk of harm
to the plaintiff. In determining whether the defendant acted as a
reasonable, prudent person under the circumstances in publishing the
defamatory communication the finder of fact may take into account the
thoroughness of the check that a reasonable person would make before publishing the
statement . . . .
Mead Corp. v. Hicks, 448 So. 2d 308, 312 (Ala. 1984) (emphasis added). See also 2 Ala.
Pattern Jury Instr. Civ. 34.01 (4th ed. Feb. 2025) (“When deciding whether (name of
defendant) was negligent, you may consider: 1. The thoroughness of the check that a
reasonable person would have made before publishing the statement . . . .”).
Though the law requires a reasonably thorough verification, assessing
reasonableness “may vary with the circumstances.” ReSTATEMENT (SECOND) OF
TORTS § 580B CMT. H (1977). Courts may consider such factors as the urgency of
sharing the information with the public, the importance of the information to the
public, and the extent of the damage to the plaintiff’s reputation if the information
9
proves false. Id.; see also Marous Bros. Const., LLC v. Alabama State Univ., No. 2:07-CV-
384-ID, 2008 WL 5000150, at *8 (M.D. Ala. Nov. 24, 2008) (citing Mead Corp., 448 So.
at 312) (“In determining whether Berry acted negligently in publishing the allegedly
defamatory communications to third parties, a court may take into account (a) the
thoroughness of the check that a reasonable person would make before publishing the
statement, (b) the nature of the interests that Berry was seeking to promote in
publishing the statement, and (3) the extent of damage to which the statement exposed
the plaintiff’s reputation.”).
Based upon the foregoing exposition of the fault element, the undersigned
readily discerns the relevancy of Lyons’s putative testimony. Deposing Lyons may
shed light on whether NYT’s ability to effect a reasonably thorough investigation,
including verifying information accuracy, was affected by the University’s response, i.e.,
what the University did and how it responded to NYT’s inquiry. That is, control of
information dissemination may influence assessment of a fact-checking endeavor’s
reasonable thoroughness. Even more specifically, if NYT’s ability to obtain accurate
information was affected by the University’s efforts to manage public relations, fault
for any alleged defamation may not be ascribable to NYT. See RESTATEMENT
(SECOND) OF TORTS CMT. H § 580B (1977) (“The thoroughness of the check that a
reasonable person would make before [publishing a] statement may vary with the play
of [certain] factors. . . . One factor is the time element. Was the communication a
10
matter of topical news requiring prompt publication to be useful, or was it one in which
time and opportunity were freely available to investigate?”) (emphasis added). C.f., Childers v.
Rent-A-Ctr. E., Inc., 751 F. Supp. 3d 650, 663–64 (E.D. La. 2024) (regarding contention
credit reporting agency was negligent in verifying disputed information in credit report,
court acknowledged “a reasonable juror could . . . conclude that Plaintiff’s failure to
provide proof of identity hindered Experian’s ability to conduct a reasonable
investigation”); Simmons v. TransUnion, LLC, 712 F. Supp. 3d 629, 635 n.2 (D. Md. 2024)
(noting “third-party legal or factual dispute . . . that might have hindered [credit union’s]
ability to investigate” may affect whether credit union “could have uncovered [an
alleged credit report inaccuracy] with a reasonable investigation”).
Hence, NYT possesses an interest in developing evidence as to the fault element,
rendering Lyons’s potential testimony relevant to issues in this case. Jessica Paré, the
University of Alabama Athletics Department’s Deputy Director of Athletics over
External Operations, testified in her deposition she did not know the identity of the
passenger in Miller’s vehicle before the article’s publication. She acknowledged multiple
occasions existed for Witz to directly ask the identity of the passenger, including at a
press conference in Nashville, in a conversation with the basketball coach, via email,
and during a press event in Birmingham, and she testified if the University had received
any such inquiries, they would have attempted to answer them. (Doc. 128-1 at 9-19,
21-23, 26). But Cooper Lee later testified that Lyons worked very closely with the
11
basketball team, and Lee identified the presence of Lyons at a meeting of eight to ten
University officials on either March 14 or March 15, 2023, in which an official instructed
Lee to respond “no comment” to any press inquiries. The meeting did not involve any
other players or managers, and Lee understood everyone in the meeting comprehended
his identity as the passenger in Miller’s car at the time of the shooting. (Doc. 128-2, at
9-13).
Moreover, Christian Spears, Kai’s father, knew Lyons as a colleague for many
years prior to the shooting, and he testified Lyons assured him in multiple conversations
after the shooting that he would take care of Kai. Christian Spears knew University
officials instructed Kai to respond “no comment” to press inquiries about the shooting.
(Doc. 128-3, at 7-11).
Thus, Lyons may have had more than merely administrative involvement in the
meeting(s) held prior to the article’s publication, and he may testify regarding any
knowledge of Spears’s involvement in the shooting, the identity of the passenger in
Miller’s vehicle prior to the article’s publication, and the response to any inquiries posed
by NTY about the incident. That knowledge would inform whether the University
could have accurately responded to any requests for information from NYT prior to
the article’s publication, a matter relevant to the thoroughness of NYT’s check of the
12
accuracy of its information.3
B. A Three-Hour Deposition Would Not Pose an Undue Burden
In addition to contesting the relevance of Lyons’s testimony, the Board argues a
deposition of Lyons would impose an undue burden. In particular, the Board
contends NYT already obtained relevant information from Paré’s deposition, and there
exists no need to subject Lyons, a higher-ranking official with the University’s Athletics
Department, to the burden of appearing for a deposition.
The Board thus evokes the “Apex Doctrine,” which restricts parties “from
deposing high-ranking officials because (by virtue of their position) they are vulnerable
to numerous, repetitive, harassing, and abusive depositions, and therefore need some
measure of protection from the courts.” Future Metals LLC v. Ruggiero, No. 21-CIV-
60114, 2021 WL 8363334, at *2-3 (S.D. Fla. Dec. 10, 2021) (citing Brown v. Branch
Banking and Trust Co., No. 13-81192-CIV, 2014 WL 235455, at *2 (S.D. Fla. Jan. 22,
2014)) (cleaned up); see also Swann v. E. Alabama Health Care Auth., No. 3:24-CV-244-
RAH-JTA, 2025 WL 1671382, at *2 n.1 (M.D. Ala. June 12, 2025) (citations omitted)
(“Courts within the Eleventh Circuit have routinely applied the apex doctrine.”).4 In
3 Any impediments to the thoroughness of Witz’s fact checking may also bear probative value as to
the false light claim’s element whether he “had knowledge of or acted in reckless disregard as to the
[alleged] falsity of the publicized matter and the [alleged] false light in which [Spears] would be placed.”
Ex parte Bole, 103 So. 3d 40, 52 (Ala. 2012) (citation omitted).
4 The court assumes Lyons’s status as “effectively second in command within the Athletics
Department with responsibilities that include overseeing broad institutional operations within the
13
order to justify deposing such an officer, a party “must first establish that the executive:
(1) has unique, non-repetitive, firsthand knowledge of the facts at issue; and (2) that
other less intrusive means of discovery, such as interrogatories and depositions of other
employees, have been exhausted without success.” Future Metals, 2021 WL 8363334, at
*2 (cleaned up); see also id. at *3 (quoting Hickey v. N. Broward Hosp. Dist., No. 14-CV-
60542-BLOOM, 2014 WL 7495780, at *2 (S.D. Fla. Dec. 17, 2014)) (“‘The party
seeking to compel the deposition of a high-ranking executive has the burden of showing
that the deposition is necessary.’”).
In the present case, NYT has established Lyons possesses unique, non-repetitive,
firsthand knowledge of facts at issue, and Paré’s deposition did not provide NYT with
all the information it needs.
The Board asserts that “[d]uring the conferences preceding the subpoenas at
issue, the Board informed NYT that Lyons was not involved in any meetings with
basketball players that Paré was not involved in and that he has no unique knowledge
as to those meetings.” (Doc. 112, at 7). However, NYT need not accept at face value
the Board’s statements about Lyons’s involvement in, or knowledge about, player
department” (See Doc. 112, at 8) places him within the doctrine’s reach, as NYT does not appear to
contest that point. See Penrod Bros., Inc. v. City of Miami Beach, Fla., No. 1:23-CV-23362, 2025 WL
786493, at *2 (S.D. Fla. Mar. 12, 2025) (applying the doctrine to a city manager when the plaintiff did
not contest the position so warranted); Goines v. Lee Mem’l Health Sys., No. 2:17-CV-656-FTM-29-CM,
2018 WL 3831169, at *4 (M.D. Fla. Aug. 13, 2018) (applying the doctrine to a hospital’s Chief Legal
Officer and General Counsel when the plaintiff did not contest the position so warranted).
14
meetings. See Future Metals, 2021 WL 8363334, at *3 (“Plaintiff is entitled to test
O’Neal’s representations rather than simply accept his assertion that he has nothing to
add beyond Moore’s testimony.”); Beeman v. Protective Life Corp., No. 2:17-CV-01234-
JEO, 2020 WL 13656058, at *6 (N.D. Ala. May 28, 2020) (“[T]he court is not inclined
to preclude or even delay a deposition just because a party makes a blanket, unsworn
claim that the witness was not involved in events or lacks knowledge.”). To the
contrary, Lee testified Lyons attended a meeting in which Lee received instruction to
provide no comment to press inquiries, indicating that even if Lyons did not attend
meetings with players without Paré, he may have attended other meetings that Paré did
not attend and at which officials discussed relevant topics. See Beeman, 2020 WL
13656058, at *4 (quoting Fed. R. Civ. P. 30, Practice Commentary) (“‘If the executive
was directly involved in the events in question, the deposition should be allowed.’”).
Moreover, in her deposition Paré provided incomplete, equivocal answers to
questions seeking knowledge of the timeframe University officials discerned Lee’s
identity as the passenger in the car. Paré testified she did not recall specifics of the
conversation that occurred during the March 14/15 meeting. (Doc. 128-1, at 11). She
knew Spears did not constitute the passenger, but only because someone whose identity
she did not recall told her so at some unidentified point around the time frame of the
shooting. (Id. at 12). When asked whether the University investigated the passenger’s
true identity when it knew Spears did not constitute the passenger, Paré responded,
15
“Again, I don’t know how all of the specific – or conversations. I wasn’t part of
everything.” (Id. at 13). When asked what the group who met on March 14/15
decided to do about ascertaining the passenger’s identity, Paré responded, “I don’t recall
– again, we were not doing any sort of investigation. It was more . . . of talking to the
group . . . .” (Id.). Due to Paré’s equivocations and memory lapses, NYT may
reasonably believe Lyons possesses more information than Paré about when and how
the University ascertained the passenger’s identity.
The Board asserts Lyons maintains a “tremendously busy schedule,” particularly
during the beginning of the fall semester. However, mere assertions of busyness do
not warrant limiting discovery, which should maintain a broad scope. See Future Metals,
2021 WL 8363334, at *3 (citing Haggarty v. Wells Fargo Bank, N.A., No. 10-2416-CRB-
JSC, 2012 WL 3939320, at *1 (N.D. Cal. Aug. 24, 2012); Luangisa v. Interface Operations,
No. 2:11-CV-00951-RCJ, 2011 WL 6029880, at *14 (D. Nev. Dec. 5, 2011); Balfour
Beatty Rail, Inc. v. Vaccarello, No. 3:06-CV-551-J-20MCR, 2007 WL 842765, at *4 (M.D.
Fla. Mar. 20, 2007)) (“A proposed deponent’s status as a busy, high-ranking executive
is not itself sufficient to justify a protective order.”) (cleaned up); Beeman, 2020 WL
13656058, at *4 (quoting Fed. R. Civ. P. 30, Practice Commentary) (“‘The fact that the
executive has a busy schedule with important obligations to attend to may be grounds
for regulating the scheduling of the deposition, but it is not grounds for precluding it
altogether.’”); Swann, 2025 WL 1671382, at *1 (citing Republic of Ecuador v. Hinchee, 741
16
F.3d 1185, 1189 (11th Cir. 2013)) (“Generally, the Federal Rules of Civil Procedure
‘strongly favor full discovery whenever possible.’”).
Pursuant to the foregoing analysis, the court will not quash the subpoena for
Lyons’s deposition. However, the Board alternatively requests a protective order
limiting the scope of the deposition. Federal Rule of Civil Procedure 26 permits the
district court, “for good cause, [to] issue an order to protect a party or person from
annoyance, embarrassment, oppression, or undue burden or expense.” Fed. R. Civ. P.
26(c)(1).5 The order may, among other possible measures, forbid the discovery, specify
terms for the discovery, forbid inquiry into certain matters, or limit the scope of
discovery to certain matters. Fed. R. Civ. P. 26(c)(1)(A), (B), (D). In issuing a
protective order, the district court should “balance the party’s interest in obtaining
access against the other party’s interest in keeping the information confidential.”
Chicago Trib. Co. v. Bridgestone/Firestone, Inc., 263 F.3d 1304, 1313 (11th Cir. 2001) (citing
Farnsworth v. Procter & Gamble, Co., 758 F.2d 1545, 1547 (11th Cir. 1985)); see also id.
(“Federal courts have superimposed a balancing of interests approach for Rule 26’s
good cause requirement.”).
5 Rule 26 requires the party seeking a protective order to “include a certification that the movant has
in good faith conferred or attempted to confer with other affected parties in an effort to resolve the
dispute without court action.” Fed. R. Civ. P. 26(c)(1). The Board satisfied that obligation by stating
its attorneys engaged in “multiple meetings” with NYT’s attorneys “to confer regarding the deposition
in an attempt to resolve the matter without Court intervention.” (Doc. 112 at 2).
17
NYT agrees to “limit the deposition of Mr. Lyons to no more than three hours
to accommodate the scheduling of the deposition and alleviate any Board concerns
about efficiency and undue burden.” (Doc. 128, at 3.n.1). The undersigned does not
countenance a limitation on the subject matter of the deposition because the foregoing
time limitation should curtail the scope of the examination and promote efficiency. In
addition, given the pending summary judgment motions, it would be prudential to await
scheduling the deposition until after the rulings on such motions.
CONCLUSION AND ORDER
In accordance with the foregoing, the court DENIES the Board’s motion to
quash the subpoena for Shane Lyons’s deposition, yet it GRANTS the Board’s
alternative request for a protective order limiting the duration of Lyons’s deposition.
The court ORDERS that the deposition shall not exceed three hours in length.
DONE and ORDERED this 7" day of October, 2025.
(,
UNITED STATES MAGISTRATE JUDGE
18