Hartwell & Roe
Est. MCMLXXII · Attorneys at Law
VOL. XIV · NO. 042
EH
§ I — Client Portfolios · Filing Cabinet

The Active Docket

Five client portfolios. Twenty-three open matters. Seven deadlines within fourteen days. Select a panel to review.

As of
2025·11·14 — 09:42 EST
Filed by — E. Hartwell, Esq.
Clients
05
Open Matters
23
Critical · ≤7d
04
Approaching
07
Billable · MTD
187.4h
File
01
Client · Corporate

Westbrook Industries, LLC

Active Matters
07
Next Deadline
2025·11·17 · 3d
Hanging Folders · seven matters
Critical Approaching Routine
M-2401 · Litigation
SEC Inquiry Response
High
Filing Deadline
2025·11·17
In Discovery
M-2387 · M&A
Acquisition · Beale & Co.
2025·12·02
Drafting
M-2399 · Employment
Severance Negotiation
Med
2025·11·24
Pending Reply
M-2371 · IP
Trademark · "Westgrid™"
2026·01·15
USPTO Review
M-2360 · Compliance
Annual GDPR Audit
2026·02·28
Scheduled
M-2391 · Contracts
Vendor MSA Renewal
Med
2025·11·28
Under Review
M-2356 · Real Estate
HQ Lease — 14 Beacon St.
2026·03·01
Negotiation
Last filed correspondence — 2025·11·13 · Re: SEC Form 8-K Draft v.4
File
02
Client · Estate

Estate of M. Calloway

Active Matters
03
Next Deadline
2025·11·22 · 8d
File
03
Client · Litigation

Pemberton v. Aldine Group

Active Matters
05
Next Deadline
2025·11·19 · 5d
File
04
Client · Family

Holloway Family Trust

Active Matters
04
Next Deadline
2025·12·09 · 25d
File
05
Client · Nonprofit

Argent Society of N.E.

Active Matters
04
Next Deadline
2025·12·15 · 31d
§ II — Matter Detail · M-2401

SEC Inquiry Response

Westbrook Industries, LLC · opened 2025·09·02 · lead: E. Hartwell · co: J. Roe
High Risk Status · Discovery

Documents

14 files · 86 MB
№TitleTypeFiled
001SEC Form 8-K — Draft v.4PDF · 1.2MB2025·11·13
002Internal Memo — Trading WindowDOCX · 88KB2025·11·10
003Schedule 13D — Filing CopyPDF · 4.4MB2025·11·06
004Counsel Engagement LetterPDF · 312KB2025·09·02
005Witness List — InternalXLSX · 24KB2025·10·28

Correspondence Log

last 14 days
JR
J. Roe → SEC, Div. of Enforcement2025·11·13 · 16:42

Transmittal of Form 8-K Draft v.4 with redline against v.3. Awaiting confirmation of receipt and updated production index.

SE
SEC · A. Tellier → E. Hartwell2025·11·11 · 09:08

Request for supplemental production of trading-window communications, period Q2 2024. Response window: 7 calendar days.

EH
E. Hartwell — internal note2025·11·10 · 21:14

Privilege review on internal memo complete. Recommend partial redaction §§ 3-5 prior to production. Flag for partner sign-off.

Deadline Timeline

  • Critical · in 3 days
    SEC Supplemental Production
    2025·11·17 · 17:00 EST
  • In 12 days
    Witness Prep · Westbrook CFO
    2025·11·26 · 10:00
  • In 24 days
    Status Conference
    2025·12·08 · 14:00
  • In 47 days
    Preliminary Hearing
    2025·12·31

Billable Hours

YTD on matter
142.8h
@ $625/h
$89,250.00
E. Hartwell · Partner68.4h$42,750
J. Roe · Partner41.2h$25,750
M. Vance · Associate33.2h$20,750
§ III — The Firm Calendar

November MMXXV

Sun
Mon
Tue
Wed
Thu
Fri
Sat
§ IV — Billing & Ledger

The Ledger

Billed · MTD
117,250.00
Outstanding
48,925.00
Collected · MTD
68,325.00
Invoice № Client / Matter Issued Hours Rate Amount Status
INV-2025-0142Westbrook Industries · M-24012025·11·0168.4$625$42,750.00Overdue · 13d
INV-2025-0141Pemberton v. Aldine · M-21882025·11·0152.0$575$29,900.00Pending
INV-2025-0140Holloway Trust · M-22952025·10·2818.5$525$9,712.50● Paid
INV-2025-0139Estate of Calloway · M-23102025·10·2210.8$575$6,175.00Due · 6d
INV-2025-0138Argent Society · M-22782025·10·1522.0$475$10,450.00● Paid
INV-2025-0137Westbrook Industries · M-23912025·10·1014.2$625$8,875.00● Paid
INV-2025-0136Holloway Trust · M-22662025·10·058.0$525$4,200.00● Paid
Totals · November 193.9 h avg $564 $112,062.50 $48,925 outstanding
Hartwell & Roe · Attorneys at Law · 14 Beacon St., Boston Privileged & Confidential Vol. XIV — Folio 042