Friday, December 23, 2016

Whistleblower’s Standing v. Omnicare (Part 2)

Whistleblower’s Standing v. Omnicare (Part 2)

Third among the whistleblower issues raised by the Marc Silver v. Omnicare et al case: Was Silver justified in making his complaint?  Did he have the legal standing to complain? 

Silver witnessed wrongdoing spread across the pharmacy/nursing home industry, and the culprits stole money from U.S. taxpayers.  Certainly, expressing his concern was a socially valuable project.

Every whistleblower discloses what he or she believes is an affront to social or legal mores and something the accused refuses to correct.  Each of my complaints against HomeFirst alleged a continuing company misdeed that involved harming homeless individuals or using taxpayer money inappropriately.  Like Silver, we all can find social justification.

Problematic for Silver’s lawsuit against Omnicare et al were two facts: his suit was very similar to David Gale’s earlier suit, and he might not have presented sufficient direct, inside knowledge of the misdeeds, particularly those committed by Pharmerica.  As a consequence, Omnicare’s settlement agreement provided nothing for Silver although he may eventually receive portions of settlements under the 27 related state suits. 

Silver’s suit against Pharmerica, which was carved out of the Omnicare settlement agreement, was dismissed in 2016 based on the court’s conclusion that he lacked standing under the U.S. False Claims Act.  The court decided that although Pharmerica probably engaged in the alleged illegal activities Silver had no commercial relationship with the company and he had relied on publicly available information in filing his suit. 

As a whistleblower, Silver achieved the ethical objectives of outing the wrongdoers and causing Omnicare to pay a penalty that may encourage it to act better in the future. But, as is true for many other whistleblowers, the issue of legal standing limited his effectiveness.

When I complained about HomeFirst’s not repaying an advance given to it by the City of San Jose, my compliant got little traction.  In part, the City’s indifference arose from its close business alignment with HomeFirst, but also I had no legal standing: I was not a San Jose resident, and I was not harmed by HomeFirst’s inaction.  HomeFirst’s failure to repay the $140,000 it overcharged the County of Santa Clara did not harm me either, even though I was a County resident, because funding for the grant came from state taxes paid by those who earn more than $1 million in a year.  Since I was never a homeless person served by HomeFirst, I was not harmed by the alleged minimum wage, payroll tax, and food handler card violations either. 

I was just a good guy, with no strong legal basis for a lawsuit that might force HomeFirst to act properly or to suffer a penalty.  Many whistleblowers are good guys with little real basis to sue their employers (other than for the retaliation they suffered), and our small-time complaints involve too little money to qualify for suit under false claims acts.  As a result, unless we can interest media in the cases – a risky tactic that exposes us to expensive suits from the companies – we have little power to effect the changes we envision when we begin our projects.

Fourth, the scope of wrongdoing involved in Silver’s case is remarkable.  Ruscher, Gale, and Litwiller were the tip of Omnicare’s iceberg of insider-witnesses that included their colleagues, supervisors, managers, sales and legal staff, and executives who were aware of the company’s tactics.  Many other companies in the institutional pharmacy industry participated in the scheme and employed hundreds to make it work for them.  Then there were all the nursing homes[1] that knew they were getting a deal too good to be legal.

Silver’s case was not unique in the way knowledge of the misbehavior was wide-spread.  Hundreds, and maybe thousands, were aware of Wells Fargo’s bank account fraud.  Thousands were aware of the mortgage frauds allegedly committed by Bank of America, Morgan Stanley, Deutsche Bank, and others during the great recession.  Dozens inside and outside HomeFirst were aware of the misdeeds I alleged. 

In each case of an alleged wrongdoing, many witness but fewer disclose the wrong, and seldom is the accused penalized.

Finally, did Silver’s whistleblowing do any good?  Along with Gale, Silver caused Omnicare to agree to pay $120 million to the U.S. government.  That sounds like a lot, but during the 10 years to 2014 Omnicare paid an average of $80 million every year in settlement and litigation costs, making the 2014 penalty barely a wrist slap – it was more a normal cost of doing business – for the company which refused to admit doing any wrong.  And Pharmerica, whose litigation costs also run more than 1% of revenues a year, was not penalized at all despite evidence that it had participated in the illegal kickback schemes.

It is an article of faith that whistleblowing meets a social need by helping to correct wrongs in a complex society[2]Stories about whistleblowers, however, focus most often on the retaliations they suffer and the complaints they file against their attackers for those retaliations.  Too little attention is paid to whether the world is made better by our disclosures and the wrongdoers are punished for the acts that we disclose.  HomeFirst has not been penalized for any of the violations that I alleged; it has not been seriously investigated concerning the allegations; it has not repaid the money it admitted misusing.

If corporations too often go unpunished for the wrongs we disclose and we are not effectively protected from their retaliations, why should we bother to become whistleblowers? 

With little effort, we can construct ethical justifications[3] for blowing the whistle, but that comes well after the fact. 

In my case, identifying issues came naturally as a part of my job as HomeFirst’s CFO.  Avoiding misbehavior was not just a professional responsibility, after fifteen years as CFO of different companies it seemed to me a potential legal responsibility.  The failure of the company’s CEO and its Board to act on my complaints echoed their failure to respond to the company’s faltering financial position.  They drove me crazy.

When whistleblowers act, we respond to ethical and professional concerns but also to personal issues, sometimes including greed or a desire for revenge.  That fact – even combined with the high probability that we will achieve little – does not diminish our whistleblowing.  If anything, it makes our projects more important, I think.  Our jumble of motivations does not mean that we should not act, but when we act we should do so intelligently and warily. 




[1] Disclosure: my wife’s ex-husband was executive director of a nursing home involved in Silver’s suit.
[2] Miethe, Terance D.  Whistleblowing at Work.  Boulder, CO: Westview Press.  1999

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