Amicus Curiae Brief — Richard Lowery, Petitioner v. Lillian Mills, Dean of the McCombs School of Business at the University of Texas at Austin, et al.
Supreme Court briefMar 9, 2026
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No. 25-927
In The
Supreme Court of the United States
RICHARD LOWERY,
Petitioner,
v.
LILLIAN MILLS, DEAN OF THE MCCOMBS SCHOOL OF
BUSINESS AT THE UNIVERSITY OF TEXAS AT AUSTIN, et al.,
Respondents.
On Petition for a Writ of Certiorari to the
United States Court of Appeals
for the Fifth Circuit
BRIEF OF THE INSTITUTE FOR JUSTICE AS
AMICUS CURIAE SUPPORTING PETITIONER
Benjamin A. Field
Counsel of Record
Benjamin K. Marsh
Anya Bidwell
INSTITUTE FOR JUSTICE
901 North Glebe Road,
Suite 900
Arlington, VA 22203
(703) 682-9320
bfield@ij.org
i
TABLE OF CONTENTS
Page
TABLE OF AUTHORITIES ..................................... iii
INTEREST OF AMICUS CURIAE ........................... 1
SUMMARY OF ARGUMENT.................................... 1
ARGUMENT .............................................................. 4
I.
The First Amendment prohibits
government actors from wielding their
power
to
retaliate
against
constitutionally protected speech. ................. 4
A. This Court has consistently upheld
the rule that action by the
government to retaliate against
protected speech is unconstitutional,
without any sort of not-adverseenough threshold. ..................................... 5
B. This Court has rejected policy-based
rules altering the standard for First
Amendment retaliation claims................. 7
C. Other limitations on retaliation
claims reflect that there are no
additional requirements beyond
showing retaliation because of
protected speech...................................... 10
ii
II. The Court should take this case to bring
the circuits into line with its
longstanding simple rule: Plaintiffs can
seek redress if the government takes
official action to retaliate against
protected speech.. ......................................... 15
A. Each circuit has developed standards requiring that government
actions be adverse enough to sustain
retaliation claims. ................................... 15
B. The circuits’ not-adverse-enough
rules are depriving Americans of
recourse for violations of their
constitutional rights. .............................. 17
CONCLUSION ......................................................... 24
iii
TABLE OF AUTHORITIES
Page(s)
CASES
ACLU of Md., Inc. v. Wicomico County,
999 F.2d 780 (4th Cir. 1993)............................... 22
Bailey v. Wheeler,
843 F.3d 473 (11th Cir. 2016)............................. 16
Barton v. Clancy,
632 F.3d 9 (1st Cir. 2011) ................................... 16
Battacharya v. Murray,
93 F.4th 675 (4th Cir. 2024) ............................... 17
Batyukova v. Doege,
994 F.3d 717 (5th Cir. 2021)............................... 17
Blair v. Bethel Sch. Dist.,
608 F.3d 540 (9th Cir. 2010)............................... 16
Breaux v. City of Garland,
205 F.3d 150 (5th Cir. 2000)............................... 17
Connick v. Myers,
461 U.S. 138 (1983) ............................................. 11
Cooperrider v. Woods,
127 F.4th 1019 (6th Cir. 2025) ........................... 16
Crawford-El v. Britton,
523 U.S. 574 (1998) ........................... 5, 7–8, 11, 17
iv
Fed. Bureau of Investigation v. Fikre,
601 U.S. 234 (2024) ............................................. 10
FKFJ, Inc. v. Village of Worth,
11 F.4th 574 (7th Cir. 2021) ............................... 16
Garcetti v. Ceballos,
547 U.S. 410 (2006) ............................................. 11
Gonzalez v. Trevino,
602 U.S. 653 (2024) ........................................... 1, 5
Green v. City of St. Louis,
52 F.4th 734 (8th Cir. 2022) ............................... 16
Hartman v. Moore,
547 U.S. 250 (2006) ............................... 5–7, 13–14
Houston Cmty. Coll. Sys. v. Wilson,
595 U.S. 468 (2022) ......................................... 6, 12
Irizarry v. Yehia,
38 F.4th 1282 (10th Cir. 2022) ........................... 16
J.T.H. v. Mo. Dep’t of Soc. Servs. Children’s Div.,
39 F.4th 489 (8th Cir. 2022),
cert. denied, 143 S. Ct. 579 (2023) ................ 18–20
Johnson v. Washoe Cnty. Sch. Dist.,
No. 3:22-cv-00520,
2024 WL 196523 (D. Nev. Jan. 18, 2024)........... 22
Knowles v. Exeter Township,
No. 3:19-cv-2115,
2024 WL 897841 (M.D. Pa. Mar. 1, 2024).......... 22
v
Lowery v. Mills,
157 F.4th 729 (5th Cir. 2025) ............................. 18
Lozman v. City of Riviera Beach,
585 U.S. 87 (2018) ................................................. 6
Matherne v. Larpenter,
54 F. Supp. 2d 684 (E.D. La. 1999) .................... 23
Mattox v. City of Forest Park,
183 F.3d 515 (6th Cir. 1999)............................... 21
Media Matters for Am. v. Paxton,
138 F.4th 563 (D.C. Cir. 2025) ........................... 16
Mirabella v. Villard,
853 F.3d 641 (3d Cir. 2017) ................................ 16
Moore v. Shelby County,
369 F. Supp. 3d 802 (E.D. Ky. 2019) ............ 22–23
Mt. Healthy City Sch. Dist. Bd. of Educ. v. Doyle,
429 U.S. 274 (1977) ..................................... 2, 5, 11
Mulligan v. Nichols,
835 F.3d 983 (9th Cir. 2016)......................... 20–21
Nat’l Rifle Ass’n of Am. v. Vullo,
602 U.S. 175 (2024) ............................................... 6
Nieves v. Bartlett,
587 U.S. 391 (2019) ................................. 2, 5–6, 13
vi
Pickering v. Bd. of Educ. of Township High Sch.
Dist. 205,
391 U.S. 563 (1968) ............................................. 11
Roth v. Sloan,
No. 1:08-cv-1656,
2011 WL 1627932 (N.D. Ohio Apr. 29, 2011) .... 23
Uzuegbunam v. Preczewski,
592 U.S. 279 (2021) ......................................... 9–10
Villarreal v. City of Laredo,
134 F.4th 273 (5th Cir. 2025) ............................. 14
Walker v. Senecal,
130 F.4th 291 (2d Cir. 2025)............................... 16
STATUTES AND RULES
28 U.S.C. § 1331 ....................................................... 10
28 U.S.C. § 1343 ....................................................... 10
42 U.S.C. § 1983 ..................................................... 4, 9
S. Ct. Rule 37.............................................................. 1
OTHER AUTHORITIES
Br. of U.S. as Amicus Curiae, Gonzalez v. Trevino,
602 U.S. 653 (2024) ............................................. 14
1
INTEREST OF AMICUS CURIAE1
The Institute for Justice (IJ) is a nonprofit public
interest law firm committed to defending the essential foundations of a free society by securing greater
protection for individual liberty. One of the pillars of
that mission is the protection and defense of Americans’ First Amendment right of speech and expression. Inherent in this First Amendment freedom is the
ability to speak without facing retaliatory action by
government actors meant to punish or suppress disfavored expression. To defend this principle, IJ represents clients challenging First Amendment retaliation, including successfully before this Court in Gonzalez v. Trevino, 602 U.S. 653 (2024).
SUMMARY OF ARGUMENT
The First Amendment’s Free Speech Clause is not
complicated. It forbids government actors from wielding their power against Americans to punish or suppress protected expression. Sometimes, unconstitutional censorship comes in the easy-to-identify form of
ex ante prohibition—for instance, a law banning a
particular viewpoint or expression on a particular
topic. But sometimes, censorship is more covert and
after-the-fact, where government officials wield their
power to penalize speech they dislike. In both cases,
1 Pursuant to Rule 37.6, Amicus affirms that no counsel for
any party authored this brief in whole or in part or made a monetary contribution intended to fund the preparation or submission of this brief. No persons other than Amicus made a monetary contribution to its preparation or submission. Amicus
timely notified the parties of its intention to file this brief as required by Rule 37.2.
2
the effect is the same: The government is unconstitutionally punishing expression based on its content.
And both have the pernicious effect of chilling future
speech.
This Court’s cases have consistently recognized
that both types of censorship are unconstitutional and
support claims under Section 1983. The latter type
has been characterized as retaliation claims, and the
rule for them has long been straightforward: “The
First Amendment prohibits government officials from
subjecting an individual to retaliatory actions for engaging in protected speech.” Nieves v. Bartlett, 587
U.S. 391, 398 (2019) (cleaned up). In other words, if a
government official would not have taken some adverse action ‘but for’ the speaker’s protected expression, that is unconstitutional. E.g., Mt. Healthy City
Sch. Dist. Bd. of Educ. v. Doyle, 429 U.S. 274, 285-87
(1977).
This Court has rejected attempts to alter, modify,
or supplement that straightforward rule. Though
there are doctrines that establish parameters for
what speech is constitutionally protected and for evaluating but-for causation in a couple of thorny fact patterns, this Court has never adopted any additional requirement for a First Amendment retaliation claim
beyond a plaintiff showing that a government official
took adverse action against her because of her protected expression.
Yet the circuit courts have uniformly added an additional requirement on their own: The retaliatory
government action must reach of threshold of being
adverse enough to support a retaliation claim. In
3
other words, they have effectively given government
officials a free pass to intentionally wield their power
to punish protected speech—just so long as they don’t
do it too much.
Those circuit-court rules have no grounding in this
Court’s precedent or in basic principles of constitutional law. And this Court has already rejected lower
courts’ attempts to create policy-based rules to restrict First Amendment retaliation claims. Rightly so:
There is no subjective small-claims exception to the
Bill of Rights or to Congress’s statutory grant of federal-question and civil-rights jurisdiction to the federal courts.
Petitioner’s case presents one flavor of the circuits’
not-adverse-enough rules.2 According to the Fifth Circuit, only a narrow set of formal employment actions
can support a retaliation claim, and nothing else.
That rule is wrong for the reasons Petitioner explains.
But more consequentially, it is wrong for the same
reason that all the circuits’ not-adverse-enough rules
are wrong. They have no basis in the First Amendment, and they contradict this Court’s consistent,
simple statements of the rule against retaliation. In
our view, those rules’ most pernicious applications are
not in the government-employment context, but when
wielded to bar First Amendment claims by private citizens facing retaliation for their protected speech.
2 While a bit clunky, we believe that “not-adverse-enough” is
a short and accurate description of what the circuit courts’ rules
are actually doing to limit First Amendment retaliation claims.
4
We write this brief to urge the Court to grant the
petition and use this case as an opportunity to more
broadly disavow the circuits’ not-adverse-enough
rules—not just in the public-employment context, but
for all First Amendment retaliation claims. Part I
shows that this Court has consistently applied a
straightforward standard for First Amendment retaliation claims, which is at odds with the circuits’ current not-adverse-enough rules. Against that backdrop, Part II shows how pervasive the circuit courts’
not-adverse-enough rules have become and provides
illustrative examples of how those rules have prevented justice for private Americans who speak out
against the government and suffer retaliation for it.
ARGUMENT
I.
The First Amendment prohibits government actors from wielding their power to
retaliate against constitutionally protected speech.
This Court’s retaliation cases have for decades affirmed a simple rule against First Amendment retaliation: Government officials cannot wield their power
against individuals for engaging in protected speech.
And, accordingly, a victim of such retaliation has a
claim under 42 U.S.C. § 1983. This Court has rejected
efforts by lower courts in the past to modify or supplement that simple rule, and none of its First Amendment retaliation cases have ever narrowed it.
5
A. This Court has consistently upheld the
rule that action by the government to
retaliate against protected speech is
unconstitutional, without any sort of
not-adverse-enough threshold.
“The First Amendment prohibits government officials from subjecting an individual to retaliatory actions for engaging in protected speech.” Nieves, 587
U.S. at 398 (cleaned up). As this Court has explained,
that means that if protected speech is a “substantial”
or “motivating” factor behind the government’s adverse action against an individual—i.e., if protected
speech is a “but-for” cause of the adverse action—that
is unconstitutional. E.g., Mt. Healthy, 429 U.S. at 28587. That was clear no later than Mt. Healthy, half a
century ago. Indeed, twenty years later, this Court reaffirmed that “the general rule has long been clearly
established” that “the First Amendment bars retaliation for protected speech.” Crawford-El v. Britton, 523
U.S. 574, 592 (1998).
The Court has reiterated that same simple rule,
again and again. For instance:
“[T]he law is settled that as a general matter the First Amendment prohibits government officials from subjecting an individual
to retaliatory actions * * * for speaking out.”
Gonzalez v. Trevino, 602 U.S. 653, 662
(2024) (Alito, J., concurring) (quoting Hartman v. Moore, 547 U.S. 250, 256 (2006)).
6
“A government official can share her views
freely and criticize particular beliefs. * * *
What she cannot do, however, is use the
power of the State to punish or suppress disfavored expression.” Nat’l Rifle Ass’n of Am.
v. Vullo, 602 U.S. 175, 188 (2024) (cleaned
up).
“[N]o one before us questions that, ‘[a]s a
general matter,’ the First Amendment prohibits government officials from subjecting
individuals to ‘retaliatory actions’ after the
fact for having engaged in protected
speech.” Houston Cmty. Coll. Sys. v. Wilson,
595 U.S. 468, 474 (2022) (second alteration
in original) (quoting Nieves, 587 U.S. at
398).
“‘[A]s a general matter the First Amendment prohibits government officials from
subjecting an individual to retaliatory actions’ for engaging in protected speech.”
Nieves, 587 U.S. at 398 (alteration in original) (quoting Hartman, 547 U.S. at 256).
“[T]he First Amendment prohibits government officials from retaliating against individuals for engaging in protected speech.”
Lozman v. City of Riviera Beach, 585 U.S.
87, 90 (2018).
7
“Official reprisal for protected speech ‘offends the Constitution [because] it threatens to inhibit exercise of the protected
right,’ * * * and the law is settled that as a
general matter the First Amendment prohibits government officials from subjecting
an individual to retaliatory actions * * * for
speaking out.” Hartman, 547 U.S. at 256
(alteration in original) (quoting CrawfordEl, 523 U.S. at 588 n.10).
These all reflect the same simple rule. If an American engages in First Amendment-protected speech,
and the government takes retaliatory action because
of that speech, that violates the Constitution.
Contrary to the Fifth Circuit’s decision below, this
Court has never imposed an additional requirement
that a plaintiff bringing such a claim must also show
that the government’s retaliation against her protected speech is somehow adverse enough.
B. This Court has rejected policy-based
rules altering the standard for First
Amendment retaliation claims.
The Fifth Circuit’s rule allowing only certain types
of retaliatory actions to count for purposes of a retaliation claim has no support in this Court’s long-repeated statement of the rule against First Amendment retaliation. And this Court has already rejected
efforts by the lower courts to graft on additional requirements for First Amendment retaliation claims.
See Crawford-El, 523 U.S. at 600-01.
8
Crawford-El involved a prisoner who brought a
First Amendment retaliation claim against a prison
official, alleging the official had misdirected the prisoner’s belongings during prison transfers to retaliate
against the prisoner for speaking out about prison
conditions and assisting other prisoners with their
cases. Id. at 578-79. Sitting en banc, the D.C. Circuit
created a special rule for civil-rights damages claims,
like First Amendment retaliation claims, that involve
proving the government defendant’s improper motive.
That court held that any plaintiff bringing such
claims would be required to prove improper motive by
clear and convincing evidence. Id. at 584-85.
This Court firmly rejected such an innovation. As
it correctly identified, the D.C. Circuit’s heightened
standard was a policy-based rule reflecting its own
views of when it would be wise to allow discovery in
cases involving allegations of unconstitutional motives. Id. at 595. As this Court explained, adding any
such rules for a Section 1983 claim is a choice for Congress—not the courts—and “for the courts of appeals
or this Court to change the burden of proof for an entire category of claims would stray far from the traditional limits on judicial authority.” See id. at 593-95.
Put differently, Crawford-El recognized that the
Constitution’s straightforward rule barring retaliation against protected expression is categorical.
Courts may not fashion special rules to limit constitutional claims based on that simple principle.
A similar reasoning applies here. As this Court
has repeatedly explained, the First Amendment bars
official retaliation against protected speech. Supra
9
Part I.A. And the lesson of Crawford-El is that the
lower courts may not invent and impose heightened
standards to make it more difficult for plaintiffs to
bring certain categories of civil-rights cases in federal
court. Just as Crawford-El held that courts cannot
impose heightened pleading standards because
they’re skeptical of First Amendment retaliation
plaintiffs, it is just as improper to impose some kind
of implicit amount-in-controversy requirement to
screen out cases that judges subjectively feel are not
important enough.
The Constitution’s prohibition against censorship
has no exception for minor censorship. If a town
passed a law and fined every voter who criticized the
mayor $10, it would obviously be no defense to a federal suit for the defendants to say that it wasn’t that
big a deal. Our constitutional rights are precious, and
they should not depend on judges’ subjective determinations of which rights violations are or are not sufficiently important to be in their courthouses. The punishment of speech through government retaliation
should be treated no differently.
And just as Crawford-El renounced judicially devised limitations on Section 1983 claims, that statute
has no carve-outs for supposedly not-adverse-enough
constitutional violations. See 42 U.S.C. § 1983
(providing that “[e]very person” acting under color of
state law who “subject[s]” an American “to the deprivation of any rights, privileges, or immunities secured
by the Constitution and laws, shall be liable to the
party injured”); see also Uzuegbunam v. Preczewski,
592 U.S. 279, 290 (2021) (“Every injury imports a
damage, so a plaintiff who proves a legal violation can
10
always obtain some form of damages because he must
of necessity have a means to vindicate and maintain
the right.” (cleaned up)). Similarly, Congress has provided no free passes for supposedly small constitutional violations in its statutes granting the federal
courts jurisdiction over federal questions or civil
rights. See 28 U.S.C. §§ 1331, 1343; cf. Fed. Bureau of
Investigation v. Fikre, 601 U.S. 234, 240 (2024) (“A
court with jurisdiction has a virtually unflagging obligation to hear and resolve questions properly before
it.” (cleaned up)).
C. Other limitations on retaliation claims
reflect that there are no additional requirements beyond showing retaliation because of protected speech.
The constitutional rule against retaliation is simple: The government may not take retaliatory action
against a person because of their protected speech.
But that does not mean every would-be plaintiff will
satisfy the simple rule. This Court has taken many
First Amendment cases over the years to define the
scope of what expression it protects and, in the retaliation context specifically, how a plaintiff must prove
that retaliatory animus in fact caused the government’s adverse action. All these cases, though, reinforce the simple rule for retaliation claims. Even
when limiting what types of speech are protected or
how a plaintiff can show retaliatory causation, they
have never grafted on some additional requirement.
1. This is true in public-employment cases, which
were among the first types of First Amendment retaliation cases to be recognized by this Court. As
11
Mt. Healthy elaborated, public employees cannot be
fired for speaking out as private citizens. 429 U.S. at
283-84. But that does not mean every public-employee
suit will succeed. The government defendants can disprove retaliatory causation by showing that there are
reasons unrelated to protected speech that are sufficient to terminate the employee. Id. at 287.
Public employees may also fail to establish a retaliation claim if their speech was not protected by the
First Amendment in the first place. A long line of
cases from this Court have parsed out when public
employees are speaking as private citizens entitled to
First Amendment protection from when they are acting in their professional capacities subject to supervisory discipline for their speech. E.g., Pickering v. Bd.
of Educ. of Township High Sch. Dist. 205, 391 U.S.
563 (1968); Connick v. Myers, 461 U.S. 138 (1983);
Garcetti v. Ceballos, 547 U.S. 410 (2006). But these
rules are neither additional requirements for, nor limitations on, retaliation claims under the First Amendment. Instead, they are simply tools for evaluating
whether the plaintiff was engaging in speech protected by the First Amendment at all.3
2. Houston Community College arose in the cousin
context of elected officials, as opposed to public employees. Though this Court rejected the retaliation
claim there, it invented no special rules. It just held
that the First Amendment did not protect an elected
3 Indeed, Crawford-El explained how these sorts of existing
constitutional rules already filter out frivolous claims, which was
yet more reason courts shouldn’t be fashioning additional requirements for First Amendment retaliation claims. See 523
U.S. at 592-93.
12
official’s speech against the counter-speech of his fellow elected officials.
In that case, a community college-system board
member was censured by the rest of the board after
he repeatedly disagreed with his fellow board members and filed various lawsuits challenging the
board’s actions. Houston Cmty. Coll., 595 U.S. at 471.
The censured board member sued, alleging the censure was unconstitutional retaliation. Id. at 472. Applying ordinary constitutional analysis, the Court
surveyed history, tradition, and practice to determine
whether the First Amendment provided any protection for a member of an elected body to speak out
without facing censure from his fellow members. See
id. at 474-77. The answer was no. Id. at 477. So, based
on the distinctive context, no First Amendment right
was violated in the first place.
The Court did observe in passing that lower courts
have espoused various approaches to “distinguish material from immaterial adverse actions.” Id. at 477.
But crucially, the Court did not endorse or apply any
rule akin to the Fifth Circuit’s here. The Court’s analysis instead turned simply on whether the board
member’s speech was protected from censure by the
First Amendment, not a more general ruling on
whether censure is adverse enough to chill speech. Id.
Indeed, censure may very well have the effect of
chilling speech. That’s certainly the intent of a censure. But the question in Houston Community College
was not whether the censure was adverse enough. Rather, the question was whether history revealed that
the First Amendment allowed members of a publicly
13
elected body to censure their fellow members. The history showed that was indeed constitutionally permissible, so there could be no retaliation claim.
3. Similar to how Houston Community College rejected a retaliation claim in the special arena of public-body censures of their own members, Hartman and
Nieves elucidated how causation is evaluated in the
exceptional contexts of retaliatory prosecutions and
arrests. In Hartman, the Court held that a plaintiff
must plead and prove a lack of probable cause to sustain a claim for a retaliatory prosecution, 547 U.S. at
265-66, and the Court extended that rule (with an exception) to retaliatory arrest claims in Nieves, 587
U.S. at 408.
Neither case added any additional requirements to
the basic rule against First Amendment retaliation.
They simply recognized that prosecutions and arrests
present circumstances where it can be especially complicated to prove that retaliatory animus is, in fact, a
but-for cause of the government’s action when there
is also probable cause that the plaintiff committed an
underlying offense. See Hartman, 547 U.S. at 263
(“Herein lies the distinct problem of causation in cases
like this one. Evidence of an inspector’s animus does
not necessarily show that the inspector induced the
action of a prosecutor who would not have pressed
charges otherwise.”); Nieves, 587 U.S. at 402 (“[I]t is
particularly difficult to determine whether the adverse government action was caused by the officer’s
malice or the plaintiff’s potentially criminal conduct.”).
14
So those cases crafted rules about how the Section
1983 tort would work in these distinctive cases when
it comes to proving retaliatory causation by disproving probable cause. Neither turned on an assessment
that retaliatory prosecution or arrest was shielded
from liability on the ground that it wasn’t adverse
enough. To the contrary, Hartman recognized that
“the First Amendment prohibits government officials
from subjecting an individual to retaliatory actions,
including criminal prosecutions, for speaking out.”
547 U.S. at 256 (emphasis added). But it nonetheless
adopted a probable-cause rule because of the special
problem of proving retaliatory animus in fact caused
a prosecution when there was also probable cause
that would support a non-retaliatory prosecution.
In this vein, it’s worth a moment on the distinction
between the substantive First Amendment right prohibiting the government from retaliating against protected speech and the remedy for such retaliation under Section 1983. As Judge Oldham has explained,
this Court’s cases “ma[k]e clear that its probablecause bar inheres in the remedy afforded by § 1983
and not in the First Amendment right against retaliatory arrest.” Villarreal v. City of Laredo, 134 F.4th
273, 277 (5th Cir. 2025) (en banc) (Oldham, J., concurring). Likewise, the Solicitor General has also recognized that the probable-cause rules of Hartman and
Nieves are “a requirement for a damages claim under
Section 1983, not a limitation on the First Amendment itself.” Br. of U.S. as Amicus Curiae at 11, Gonzalez, 602 U.S. 653.
But the circuit courts’ not-adverse-enough rules
have erroneously been based on reading a limitation
15
into the First Amendment itself. They aren’t like
Hartman and Nieves, which fashioned tort principles
for proving whether there was in fact retaliation that
would violate the First Amendment. They’re instead
the kind of independent limitations on claims to rectify well-established First Amendment violations that
were rejected in Crawford-El.
II.
The Court should take this case to bring
the circuits into line with its longstanding
simple rule: Plaintiffs can seek redress if
the government takes official action to retaliate against protected speech.
Contrary to this Court’s simple rule for First
Amendment retaliation, the circuit courts have added
an additional requirement by demanding that plaintiffs show the government’s retaliation has reached
some level that a judge considers to be adverse
enough. Though the circuits vary slightly in wording,
the effect on Americans exercising their First Amendment rights remains the same: If a court doesn’t think
the government’s retaliatory action is bad enough, a
plaintiff has no recourse.
A. Each circuit has developed standards
requiring that government actions be
adverse enough to sustain retaliation
claims.
This case involves a government employee and
presents a circuit split on the specific question of what
types of retaliatory employment actions will support
a First Amendment claim. But it illustrates a bigger
problem that affects all sorts of First Amendment
16
retaliation claims, including those by ordinary Americans who speak out as private citizens and do not
work for the government. While the Fifth Circuit’s
rule is particularly harsh, it is not unique. By our
count, all the circuits have fashioned rules that bar
retaliation claims if, in the subjective view of a judge,
the government’s retaliation is not adverse enough.
The Third, Sixth, Seventh, Eighth, Ninth, Tenth,
Eleventh, and D.C. Circuits say some retaliation is
fine so long is it wouldn’t “deter a person of ordinary
firmness from exercising” her First Amendment
rights. Mirabella v. Villard, 853 F.3d 641, 649 (3d Cir.
2017); see Cooperrider v. Woods, 127 F.4th 1019, 1037
(6th Cir. 2025) (same); FKFJ, Inc. v. Village of Worth,
11 F.4th 574, 585 (7th Cir. 2021) (same); Green v. City
of St. Louis, 52 F.4th 734, 739 (8th Cir. 2022) (same);
Blair v. Bethel Sch. Dist., 608 F.3d 540, 543 (9th Cir.
2010); Irizarry v. Yehia, 38 F.4th 1282, 1288 (10th Cir.
2022) (same); Bailey v. Wheeler, 843 F.3d 473, 481
(11th Cir. 2016) (same); Media Matters for Am. v. Paxton, 138 F.4th 563, 584 (D.C. Cir. 2025) (same). The
Second Circuit’s test is similar, but it also requires
that the person of ordinary firmness be “similarly situated” to the plaintiff. Walker v. Senecal, 130 F.4th
291, 298 (2d Cir. 2025).
The First Circuit uses slightly different wording
with the same basic meaning. There, government defendants get a pass on retaliating against protected
speech if a judge doesn’t think the official’s action
“would deter a reasonably hardy individual” from
speaking. Barton v. Clancy, 632 F.3d 9, 29 (1st Cir.
2011) (cleaned up).
17
The Fourth Circuit insists that a plaintiff must
show both that the government’s action “may tend to
chill” protected speech and is “more than ‘de minimis
inconvenience’” before it will remedy the government’s retaliation. Battacharya v. Murray, 93 F.4th
675, 689 (4th Cir. 2024).
For its part, the Fifth Circuit follows the others for
private citizens’ claims, permitting retaliation until it
“would chill a person of ordinary firmness” from continuing to speak. Batyukova v. Doege, 994 F.3d 717,
730 (5th Cir. 2021). And, as this case shows, government employers there are currently free to retaliate
at will through employment actions short of “discharges, demotions, refusals to hire, refusals to promote, and reprimands.” Breaux v. City of Garland,
205 F.3d 150, 157 (5th Cir. 2000).
In sum, though the circuits use slightly different
(but functionally similar) formulations, they all add
an additional not-adverse-enough threshold requirement to the simple rule that this Court has long followed for First Amendment retaliation claims.
B. The circuits’ not-adverse-enough rules
are depriving Americans of recourse
for violations of their constitutional
rights.
The not-adverse-enough standards the circuits
have developed may make the courts’ retaliation
cases easier to dispose of, but that is no virtue. See
Crawford-El, 523 U.S. at 595-97. The natural effect of
these not-adverse-enough rules is that ordinary people are deprived of any recourse when government
18
officials retaliate against them for their constitutionally protected speech. A few examples illustrate the
problem.
1. The Fifth Circuit’s ruling in this case encapsulates the problem perfectly. Here, a college professor
exercised his First Amendment rights to criticize his
public university’s policies around DEI, critical race
theory, affirmative action, and academic freedom.
Lowery v. Mills, 157 F.4th 729, 734-35 (5th Cir. 2025).
University officials then threatened the professor’s salary, institutional affiliations, and research
opportunities to stop him from criticizing the university. Id. at 743. The Fifth Circuit applied its version
of a not-adverse-enough rule to hold that the university’s threats—in direct retaliation for his First
Amendment-protected speech—were not enough to
sustain a retaliation claim. Id. This is even though the
Court also recognized, in its standing analysis, that
the university’s actions were sufficiently severe to actually chill Professor Lowery’s speech and to concretely injure him. Id. at 739-40. Of course they were:
Just as actually firing somebody or reducing their pay
to punish them for protected speech trenches on First
Amendment freedoms, so too do credible threats to do
those very things. The Fifth Circuit’s rule leaves government officials free to silence public employees’ criticisms, so long as they are clever about it.
2. Rules like the Fifth Circuit’s also reach well beyond government employees to ensnare private citizens who speak out against the government. Consider
a case out of the Eighth Circuit, J.T.H. v. Mo. Dep’t of
Soc. Servs. Children’s Div., 39 F.4th 489 (8th Cir.
19
2022), cert. denied, 143 S. Ct. 579 (2023). (IJ represented the plaintiffs in their petition to this Court.)
There, a sheriff’s deputy in a small Missouri town
sexually abused a 15-year-old boy. Id. at 491. The
boy’s parents, exercising their First Amendment
rights to speech and petition, complained and threatened to sue after learning about the abuse. Id. As if
on cue, a child-welfare investigator then showed up at
the family’s home to investigate child neglect. Id.
Though the parents asked for the case to be reassigned to an official from another county who could be
more neutral, the investigator refused. Id.
The family’s life was quickly turned upside down.
See id. The investigator told the boy’s father she was
coming after his law-enforcement license. Id. She also
issued findings of neglect that would have placed the
parents on a state registry of neglectful parents. Id.
When the parents sought formal review of the findings, it was the investigator herself who reviewed and
upheld her own findings. Id. But when the parents
and the investigator appeared before the state’s childneglect board—the final stop in the review process—
it determined the investigator’s findings were unsubstantiated. Id.
Having had their lives upended by a baseless investigation because they spoke out against the police’s abuse of their son, the parents brought a First
Amendment retaliation claim. Id. The Eighth Circuit,
however, acted like the Fifth Circuit below in this case
by holding that only some kinds of adverse actions
could ground a retaliation claim. And in its view, retaliatory investigations—even in direct response to
20
the parents’ constitutionally protected speech—could
not support a First Amendment claim. Id. at 493.
3. That is not the only time government actors
have been given a pass for wielding state investigatory powers in a retaliatory fashion. In fact, the circuits’ not-adverse-enough rules are particularly problematic when the government uses sensitive information acquired through its unique investigatory
powers against those whose speech it wishes to punish.
Take Mulligan v. Nichols, 835 F.3d 983 (9th Cir.
2016), for example. Mulligan was chased and beaten
by Los Angeles Police Department officers, seemingly
because they confused him with a different person fitting his description. Id. at 986-87. After he filed an
administrative claim against the city and the case began to garner significant media attention, the officers’
police report was leaked to news outlets. Id. As media
pressure on the LAPD intensified, the police union issued a press release “accusing Mulligan of being a frequent user of bath salts,” synthetic stimulants that
mimic the effects of amphetamines and cocaine. Id. at
987 & n.2. The press release also leaked a taped conversation between Mulligan and an officer from a
nearby department in which he admitted to having
used bath salts in the past. Id. at 987. The revelations
and resulting media coverage caused Mulligan to lose
his job. Id.
He filed suit against the officers and department,
alleging that their campaign of leaking sensitive police information was retaliation for criticizing the officers in his petition. Id. The Ninth Circuit, however,
21
rejected the suit. In the court’s view, his actions may
have been constitutionally protected, and he may
have suffered intentionally malicious actions in response, but the government’s retaliation was still not
“tangible” enough to count. Id. at 989.
A similar result occurred in Mattox v. City of Forest Park, 183 F.3d 515 (6th Cir. 1999), where the Sixth
Circuit held that a firefighter had no recourse against
the government’s retaliation using its investigative
powers. There, a city investigated a firefighter’s publicly stated concerns over the fire department’s operations. Id. at 518.
But the lengthy report didn’t just investigate problems in the department. It also revealed private, personal information about the complaining firefighter,
including the full transcript of her investigative interview in which she retold a traumatic incident from
her childhood. Id. at 522-23. The report also disclosed
answers to questions she was asked about her private
relationships and affairs with other members of the
fire department, and it reprinted entire pages of her
date book in full. Id.
The firefighter sued, alleging that these revelations of her private, personal information were made
intentionally in retaliation for her raising the initial
concerns that led to the investigation. Id. at 518. But
in the eyes of the Sixth Circuit, the government’s use
of its investigative power to reveal her intimate and
personal information that marred her “character and
reputation” and made her the object of “ridicule, contempt, shame, and disgrace” were simply not bad
enough to support a claim. Id. at 523.
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4. There are many other types of official authority
governments can wield to retaliate, whose weaponization the lower courts have not found adverse enough.
In one such case, an ACLU paralegal had been meeting with inmates at a county detention center to document their complaints. ACLU of Md., Inc. v. Wicomico County, 999 F.2d 780, 782 (4th Cir. 1993). The
ACLU later relied on some of the paralegal’s investigations to file suit against the detention center. Id.
The detention center retaliated against this exercise of the ACLU’s speech and petition rights by denying the paralegal any further access to interview inmates. Id. The ACLU sued again, now bringing a
claim for First Amendment retaliation. Id. at 783. The
Fourth Circuit, however, rejected the suit. Id. at 785.
Even assuming that the change in policy “was done in
response to filing of a lawsuit,” the court held it was
“not sufficiently adverse to her or to the ACLU to constitute retaliation.” Id. (emphasis added).
5. And those are just some examples. The lower
courts are regularly dismissing retaliation cases
based on their not-adverse-enough rules. See, e.g.,
Knowles v. Exeter Township, No. 3:19-cv-2115, 2024
WL 897841 (M.D. Pa. Mar. 1, 2024) (government defendants’ campaign of harassment insufficiently severe); Johnson v. Washoe Cnty. Sch. Dist., No. 3:22cv-00520, 2024 WL 196523 (D. Nev. Jan. 18, 2024)
(high school volleyball coach’s overt hostility towards
and ostracization of a student-player in retaliation for
her parents raising concerns to administrators about
the coach insufficiently adverse); Moore v. Shelby
County, No. 3:16-cv-00013, 369 F. Supp. 3d 802 (E.D.
Ky. 2019) (finding that requiring the plaintiff to make
23
special appointments to view public records in violation of the state’s open records act, destroying those
records before they could be viewed, and prohibiting
the plaintiff from volunteering at the county animal
shelter were insufficiently adverse retaliatory acts);
Roth v. Sloan, No. 1:08-cv-1656, 2011 WL 1627932
(N.D. Ohio Apr. 29, 2011) (finding that, in retaliation
for a lawsuit filed against him, a police officer’s attempts to publicly shame and disgrace the plaintiff by
making him out to be a sex offender after the plaintiff
had been acquitted of such conduct by a jury insufficiently adverse); Matherne v. Larpenter, 54 F. Supp.
2d 684 (E.D. La. 1999) (finding that a sheriff’s malicious issuance of a criminal summons without probable cause and defamatory statements made to the
press were insufficient to sustain a First Amendment
retaliation claim).
*
*
*
This Court should use this case as an opportunity
to reaffirm its longstanding, simple standard for First
Amendment retaliation claims: Government officials
may not wield their authority to retaliate against protected speech. Period. There is no sort of implicit
amount-in-controversy requirement, either in the
First Amendment or in Section 1983, to bar claims for
retaliation that is supposedly not adverse enough.
The Court should take this case and reverse in an
opinion that disavows the circuits’ not-adverseenough rules—not just for public employees, but for
all Americans.
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CONCLUSION
The petition for a writ of certiorari should be
granted.
Respectfully submitted,
March 9, 2026
Benjamin A. Field
Counsel of Record
Benjamin K. Marsh
Anya Bidwell
INSTITUTE FOR JUSTICE
901 North Glebe Road,
Suite 900
Arlington, VA 22203
(703) 682-9320
bfield@ij.org
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.