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Agent Pipeline, American Health Plans, and Joseph Karam seek an order requiring Aliera LT and the Sharity Trustee to cure delinquent quarterly reports from Q1 2025 forward within seven days and provide future reports within 10 business days, including cash, professional-fee, and claims-status detail. Their Motion to Compel Post-Confirmation Reporting alleges the trustees were more than a year behind and that standard PCR forms omit disclosure required by the confirmation order.
Aliera LT now asks the court to deny the request as moot, asserting it has filed all required reports through June 30, 2026 and the related claims registers, and also challenges the movants’ standing. Aliera Trustee Response The Sharity Trustee separately maintains that Aliera’s reporting provisions do not govern the separate Sharity estate and seeks to limit any relief accordingly. Sharity Trustee Response The outcome will determine the required visibility into trust cash, fees, claims administration, and litigation expenditures.
The Bankruptcy Court granted in part and denied in part Ron and Maria Moeller’s request to pursue 16 Montana claims against Shelley Steele, Tim Moses, and Chase Moses outside the Aliera and Sharity plan injunctions. Under the Opinion and Order Regarding Plan Injunctions, Counts I (breach of contract), XII (joint tortious enterprise), and XIII (malice) may proceed because they allege direct injury to the Moellers; Count II (unfair claims settlement practices) and Count XVI (alter ego) are enjoined, while Counts III–XI and XIV–XV remain enjoined as pleaded.
The ruling preserves the liquidating trusts’ exclusive control over estate-level claims while leaving a narrow path for directly injured claimants to proceed against the individuals. That boundary matters to recoveries because the trustees previously settled their adversary claims against the insiders for $7.4 million, and additional individual litigation must now be framed around non-estate harm.
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