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UNITED STATES DISTRICT COURT DISTRICT OF MINNESOTA Craig Bernard, Case No. 17-cv-3853 (SRN/SER) Plaintiff, v. MEMORANDUM OPINION AND ORDER St. Jude Medical S.C., Inc., Defendant. James H. Kaster and Laura Farley, Nichols Kaster PLLP, 80 South Eighth Street, Suite 4600, Minneapolis, MN 55402 for Plaintiff. JoLynn M. Markison, Briana Al Taqatqa, and Trevor C. Brown, Dorsey & Whitney LLP, 50 South Sixth Street, Suite 1500, Minneapolis, MN 55402 for Defendant. SUSAN RICHARD NELSON, United States District Judge Defendant St. Jude Medical S.C., Inc., a medical device manufacturer, fired its most senior sales representative in the Birmingham, Alabama region, Plaintiff Craig Bernard, on September 6, 2016. Bernard claims that St. Jude did this because of his age and his ongoing health problems, or, at the least, because, prior to his termination, he accused St. Jude of discriminating against him on such grounds (which would then make his firing impermissible âretaliationâ). Bernard subsequently filed a lawsuit against St. Jude in federal court, and alleged violations of (1) the Age Discrimination in Employment Act; (2) the Americans with Disabilities Act; and (3) the Minnesota Human Rights Act. St. Jude now moves for summary judgment, arguing that, even when the evidence is viewed in the light most favorable to Bernard, a reasonable juror could only conclude that St. Jude fired Bernard for legitimate business reasons, namely, because Bernard (an at-will employee) failed to adequately perform as either a sales person or a team leader in his final year of employment, and then failed to adhere to the âperformance improvement planâ St. Jude gave him as a means to remedy those performance problems. Bernard vigorously opposes the motion, and contends that the facts underlying his claims raise genuine issues of material fact such that a jury, rather than this Court, must be the one to determine if St. Jude violated the law. The Court agrees with St. Jude, and will accordingly enter judgment in its favor. The Court explains its reasoning below. I. BACKGROUND A. The Parties Plaintiff Craig Bernard (hereinafter âBernardâ) is a 62-year-old man who worked at St. Jude from August 20, 2003 (when he was 46 years old) to September 6, 2016 (when he was 59 years old). (See Bernard Dep. [Doc. No. 38-2] at 24, 113; see also Defs.â An. [Doc. No. 8] ¶ 6 (providing birth date).) Bernard primarily worked in Birmingham, Alabama, and continues to reside there to this day. (See Bernard Dep. at 11-12.) Notably, in March 2005, during his time working for St. Jude, Bernard was diagnosed with âChronic Lymphocytic Leukemia.â (See Pl.âs Responses to Def.âs Interrogatories [Doc. No. 58-1] at 10.) Although the cancer has been in âremissionâ for years (because of chemotherapy Bernard received in 2008), Bernard still feels the effect of this diagnosis, particularly in his (weakened) immune system. (See generally id. at 9-12.) Defendant St. Jude Medical S.C., Inc. (hereinafter âSt. Judeâ) is a Minnesota- based medical device company. (See An. ¶ 2.) More specifically, St. Jude âdevelops, manufactures, sells, and provides clinical support for . . . medical devices,â which in turn assist âcardiac, neurological, and chronic pain patients.â (Kieck Dec. [Doc. No. 36] ¶ 2.) B. Factual Background 1. Bernard Works as a Sales Representative at St. Jude from August 2003 through January 2015, When He Is Promoted to Territory Manager In broad strokes, Bernardâs employment history with St. Jude went as follows. On August 20, 2003, St. Jude hired Bernard as a âdirect sales representative,â based in Gulfport, Mississippi. (See August 20, 2003 Offer of Employment [Doc. No. 38-1].) In April 2005, St. Jude transferred Bernard to Birmingham, Alabama, where he continued to work as a direct sales representative. (See Bernard Dep. at 26; accord Def.âs Answers to Pl.âs Interrogatories [Doc. No. 58-4] at 5.) In July 2007, St. Jude promoted Bernard to âsenior sales consultant.â (See Bernard Dep. at 62; accord Def.âs Answers to Pl.âs Interrogatories at 5.) And, as will be explored in more detail below, in January 2015, St. Jude again promoted Bernard, this time to be one of two âterritory managersâ for the Birmingham region. (See Bernard Dep. at 61; accord Def.âs Answers to Pl.âs Interrogatories at 5; Bernard Territory Manager Contract [Doc. No. 38-5].) Bernard was a âterritory managerâ until his termination on September 6, 2016. During his years at St. Jude, Bernardâs primary responsibility was to manage certain hospital âaccountsâ in his region, and then sell âcardiac rhythm managementâ (âCRMâ) devices, i.e., pacemakers and defibrillators, to physician âclientsâ working at those accounts. (See Bernard Dep. at 159-61.) While working in Birmingham, for instance, Bernard focused almost exclusively on generating CRM sales (and, in turn, earning commissions) at the following four âaccountsâ: (1) University of Alabama in Birmingham Medical Center (âUABâ); (2) Brookwood Medical Center; (3) Grandview Medical Center (called Trinity Medical Center until July 2015); and (4) the VA Medical Center. (See Pl.âs Responses to Def.âs Interrogatories at 16; Bernard Dep. at 162; see also Bernard Employment Contracts [Doc. Nos. 38-3 to 38-4] (stating that Bernardâs income was to be based on âcommissionsâ and âbonuses,â in addition to a base salary).) Importantly, however, Bernard did not work as an independent salesperson. Rather, he, like many employees of large corporations, worked within a larger âteamâ structure, with co-workers situated both âbelowâ and âaboveâ him. On the one end of this spectrum, Bernard was responsible for supervising two to three âtechnical support specialists,â or âTSSs.â (See Bernard Dep. at 126.) Although TSSs differ somewhat from sales representatives, in that they focus on installing and maintaining CRM devices, rather than on âbuilding and maintaining and managingâ accounts and client relationships (see id. at 105), at least in Bernardâs case, the line between sales representative and TSS sometimes blurred, which meant that Bernard had to work closely with his TSSs to ensure that everyone functioned well together. (See, e.g., Mouron Dep. [Doc. No. 38-12] at 18-19, 35 (describing the âdailyâ communications Bernardâs TSSs had with each other, as well as with Bernard himself).) On the other end of the spectrum, Bernard also worked under various managers, to ensure that he was meeting his sales goals and fulfilling the companyâs mission. Specifically, Bernard worked under a âregional sales director,â who in turn worked under an âarea vice president,â who in turn worked under a âdivisional vice president.â (See Bernard Dep. at 29-40.) With that general background in mind, the Court will now turn to the specific facts underlying this litigation. With respect to the âAugust 2003 to January 2015â time period, the following three facts are most worth noting. First, during this time period, Bernard was a highly successful salesperson. For instance, Bernardâs âregional sales directorâ from 2006 to 2015, James Brennan, testified that Bernardâs âsales performance was always at a high level or consistently at a high level.â (Brennan Dep. [Doc. No. 38-37] at 87.) Brennan also testified that, as a general matter, he had a âa high level of respectâ âfor the way [Bernard] built a businessâ in Birmingham. (Id. at 91.) Indeed, in late 2014, St. Jude commended Bernard for being one of the companyâs highest-performing CRM salespersons in the entire southern United States. (See generally CRM November 2014 Sales Excellence Awards Program [Doc. No. 60].) Second, despite Bernardâs sales success during this time period, some of Bernardâs colleagues were dissatisfied with Bernardâs approach to leadership and communication. For instance, Brennan testified, as early as â2007/2008,â Bernard began to develop âa pattern of challenging relationships with his support staff,â i.e., his TSSs, in large part because of Bernardâs âvery direct, demanding, and sometimes . . . abrasive[]â âcommunication style.â (Brennan Dep. at 37-40.) In particular, Brennan recalled, two TSSs made comments about âinterpersonal challengesâ with Bernard when they left their positions. (Id. at 39, 67-68; but cf. Bernard Dep. at 125 (stating that he âdid not knowâ if either of those individuals left because âthey wanted to be off [his] teamâ).) Third, although St. Jude did promote Bernard to âterritory managerâ in January 2015, this promotion proved somewhat controversial. This was so because, only a month prior to Bernardâs promotion, Bernardâs direct supervisors (Brennan and John Caldwell, the âarea vice presidentâ at the time) promoted St. Judeâs other Birmingham âsales representative,â Brian Faulknier, to the position of Birmingham âterritory manager.â (See Brennan Dep. at 78.)1 Moreover, Brennan and Caldwell promoted Faulknier after considering (and then rejecting) Bernardâs candidacy for that same position, which âgreatly disappointedâ Bernard. (See id. at 77-79.) However, due to pressure from Brennan and Caldwellâs boss, the then-âdivisional vice president,â Jeff Powell, Brennan and Caldwell quickly promoted Bernard to âterritory managerâ as well. (See id. at 77.) In other words, although Brennan personally believed that St. Jude needed just âone territory manager in Birmingham,â i.e., Faulknier, he nonetheless promoted Bernard âbecause [he] was directed to do soâ by Powell. (Id.) This decision resulted in a somewhat awkward preservation of the status quo. That is, although Bernard and Faulknier were both now âterritory managersâ (and hence earning larger salaries and holding somewhat greater leadership responsibilities), they essentially continued doing what they had been doing previously: acting as sales representatives for their specific accounts in Birmingham, and then managing a team of 1 As best the Court can tell, Bernard and Faulknier were the only two St. Jude âsales representativesâ working in the Birmingham area in early 2015. TSSs beneath them. (See, e.g., Mouron Dep. at 68 (describing the new âterritory managersâ in Birmingham as âmore likeâ âglorified sales repsâ).) This situation proved challenging for all parties. On the one hand, Faulknier, like Brennan, believed that it was âcounterproductiveâ for St. Jude to employ two territory managers in Birmingham, on grounds that it led to âtwo sales teams somewhat competing against each other in this geography working for the same organization.â (Faulknier Dep. [Doc. No. 58-2] at 40.) Moreover, Faulknier thought, Bernardâs (allegedly subpar) teamwork skills made the duel leadership model particularly âcounterproductive.â (See, e.g., Faulknier Dep. at 105 (stating that, in his view, Bernard âbelittle[d] peopleâ and engaged in ânarcissistic behaviorâ).) On the other hand, Bernard felt frustrated because he had been asking for more support staff for months, and this âpreservation of the status quoâ did not result in that favorable allocation of resources. (See, e.g., Bernard Dep. at 83, 93, 123-24 (describing how the âother team in town,â i.e., Faulknierâs team, consistently received more staffing resources than his team, especially after 2013).) Bernard was also frustrated because he believed that St. Judeâs (alleged) preference for Faulknier stemmed from Faulknierâs (presumably younger) age and (presumably better) health. (See, e.g., Bernard Dep. at 93- 94.)2 2 The Court uses the parenthetical âpresumablyâ because it is not certain what Faulknierâs age (or health status) was during the relevant time period. That is, although Bernard repeatedly asserts in his briefing that Faulknier was âunder 40 years oldâ and âhealthyâ at all relevant times (see, e.g., Pl.âs Br. in Opp. to Summ. J. [Doc. No. 56] (âPl.âs Opp. Brâ) at 40), the Court can find no non-speculative evidence of Faulknierâs age (or health) in the record. (Cf. Kieck Dep. [Doc. No. 39] at 33 (speculating that 2. Bernard Faces a Variety of Work and Health-Related Challenges During His Time as Territory Manager The year and a half following this promotion was marked by a series of increasingly negative events for Bernard, on both a personal and professional level. For starters, approximately six months after Bernardâs promotion, in July 2015, Greg Kieck, a St. Jude employee in his late 30s, replaced Brennan as Bernardâs âregional sales director.â (Kieck Dep. at 10; see also id. at 15 (Kieckâs age).) Although Kieck claimed to initially view Bernard with a âclean slate,â Kieck testified at his deposition that, after a few months on the job, he came to believe that Bernardâs team was âdysfunctional,â and that âsome of these dysfunctions within [Bernardâs] team had been going on for a long period of time.â (Id. at 13-14, 17.) Kieck apparently gleaned this negative perspective of Bernard from Brennan and Faulknier, as well as from conversations with âcompetitorsâ and âcustomers.â (Id. at 13-14, 60-61.) Moreover, in a September, 28 2015 e-mail Kieck received from Ben Royster (who had replaced Caldwell as area vice president), Royster referred to Bernard as someone who was (allegedly) using his âterritory managerâ position to âline [his] pocketsâ and âassert [his] control over others.â (Sept. 28, 2015 E-mail from Royster to Kieck et al [Doc. No. 58-3].) That said, it is unclear how strongly Kieck held this belief at the time. Most notably, despite apparently receiving these negative assessments of Bernard throughout Faulknier âwas somewhere â or is somewhere â between 40 and 50â).) However, because St. Jude has not attempted to refute Bernardâs characterizations of Faulknier, the Court will accept them as true for purposes of this motion. the second half of the 2015 year, on March 14, 2016, Kieck gave Bernard a âmeets expectations,â or â3/5,â performance evaluation for the year, and did not mention any âdysfunctionâ on Bernardâs team in the evaluation. (See Mar. 14, 2016 Performance Evaluation for 2015 Year [Doc. No. 58-5].) Regardless of Kieckâs feelings about Bernard, though, it is undisputed that Bernard did not enjoy working under Kieck. Not only did Bernard find that he and Kieck had âdifferences of opinionsâ on critical business issues (see Bernard Dep. at 34), but he also did not like that Kieck ârarely reached out regarding [Bernardâs] performance, day- to-day activities, or about big-picture strategy at [St. Jude].â (Bernard Dec. [Doc. No. 57] ¶ 4; compare with Bernard Dep. at 31 (describing his âworking relationshipâ with Brennan as âvery goodâ).) Apart from these interpersonal tensions, Bernardâs CRM sales declined significantly in 2015, as well as in the first quarter of 2016, which Kieck noted in various e-mails to Bernard. (See Jan. 14, 2016 E-mail from Pai to Kieck [Doc. No. 65-1] (showing an 18% decline in Bernardâs sales from 2014 to 2015); Apr. 19, 2016 E-mail from Kieck to Bernard [Doc. No. 43] (highlighting further sales decline in Bernardâs accounts for âQ1 2016,â and noting that âBrookwood Medical Center,â one of Bernardâs most important accounts, was âone of the regionâs top declinersâ); accord Bernard Dep. at 182-83 (acknowledging that these numbers are accurate).) It is not clear why this decline occurred. There is some evidence that Bernardâs sale drops stemmed from competitive pressures that St. Jude was experiencing nationwide. (See, e.g., Faulknier Dep. at 107-09 (discussing âcompetitiveâ new âMRI- safe pacemakersâ introduced by Medtronic and Boston Scientific in â2012, 2013,â and how those devices caused St. Jude to see âlosses in their pacemaker sales numbers worldwideâ); Mouron Dep. at 60-61 (same).) However, there is other evidence that, competitive headwinds notwithstanding, Bernardâs sales were particularly lackluster. (See, e.g., Jan. 14, 2016 E-mail from Pai to Kieck (showing that Faulknier boosted his sales by 8% from 2014 to 2015, in contrast to Bernardâs 18% decline); Apr. 19, 2016 E- mail from Kieck to Bernard (pointing out that âBrookwood seems to be declining faster than other accounts and there are actually many accounts where the business is growing despite these same challengesâ).) Ostensibly because of these declining sales, in February 2016 Bernardâs supervisors (i.e., Kieck and Royster) unilaterally re-hired and then promoted one of Bernardâs former TSSs, a (younger) woman named Rachelle Mouron, to serve as a âdirect sales representativeâ alongside Bernard. (See Mouron Dep. at 48-51.)3 Most importantly, to accommodate Mouronâs promotion, St. Jude required Bernard to give Mouron half of all future sales commissions generated at the UAB Medical Center account; until this point, Bernard had been allowed to keep 100% of sales commissions generated at this account. (See Kieck Dep. at 103-04; Bernard Dep. at 95-96.) When Bernard learned of this arrangement, at a February 12, 2016 lunch meeting between him, Kieck, and Mouron, he openly expressed displeasure at Kieck and 3 Mouron, who was then in her early 30s, had initially âretiredâ from St. Jude in November 2015 so that she could care for her young child. (See Mouron Dep. at 46-47; Bernard Dep. at 55-56.) Roysterâs decision, on grounds that it removed one of his key sources of commissions âovernight.â (See Bernard Dep. at 186-87 (admitting that, although he was âvery welcomingâ to Mouron, he was ânot happy about howâ this decision was made); cf. Mouron Dep. at 95-98 (stating that Bernard was ânot a happy camperâ at this lunch meeting, and that he âmade [her] feel as if . . . [she] was taking money out of his pocket,â which âfeltâ âkind of disrespectful,â given their âgood relationshipâ in the past).) Kieck testified that he and Royster promoted Mouron because she was an experienced, highly competent employee who had worked in the UAB account for years, and was therefore well positioned to âturn the account around.â (See Kieck Dep. at 106; accord Dec. 15, 2015 E-mail from Kieck to Royster and Powell [Doc. No. 41] (contemporaneously describing Mouronâs hire as a âbold move to change the perception of [St. Jude] in the Birmingham market,â and noting that she could âdrive growth at UABâ); see also Bernard Dep. at 46, 245 (conceding that Mouron was âtop flight,â a âgreat talent,â and âone of [his] best hires [as a TSS]â).) Indeed, it is generally not disputed that Mouron had done a significant amount of the UAB account work over her years working for Bernard yet had not received any sales commissions for her efforts. (See Mouron Dep. at 127, 183-84 (stating that she was doing â90 to 95 percent of the work at UAB,â even when she was just a TSS); Kieck Dep. at 104-05 (same); cf. Bernard Dep. at 104-05 (conceding that Mouron had been doing â75 to 80 percent of the day-to- dayâ work at UAB prior to her promotion, but adding that this did not account for the interpersonal work of âmaintaining and managingâ relationships with key physician- clients).) Moreover, Kieck and Royster apparently thought, handing some of Bernardâs sales responsibility over to Mouron might help facilitate Bernardâs transition into a âless stressfulâ âconsultingâ role, which Bernard had expressed interest in in late 2015 and early 2016. (See, e.g., Feb. 18, 2016 E-mail from Royster to Wilson [Doc. No. 38-7] (contemporaneously discussing this âBernard consulting agreementâ and âtransitionâ); Dec. 16, 2015 E-mail from Kieck to Royster and Powell (same); accord Bernard Dep. at 286-88 (conceding that, in January and February 2016, he discussed with Powell (the divisional vice president) the possibility of receiving a âstandard practiceâ âconsulting agreement,â similar to what other senior employees had received in the past).) In Bernardâs view, however, regardless of any interest he had expressed in a transitory âconsulting agreement,â and regardless of Mouronâs sales acumen, Kieck and Roysterâs decision to unilaterally give Mouron half of his sales commissions at UAB â one of his âtopâ accounts (Bernard Dep. at 162) â constituted blatant discrimination against a senior employee. (See, e.g., Bernard Dep. at 98-101, 302.) Indeed, Bernard viewed this particular employment decision as part of the same âsystematicâ campaign to âundermine himâ that had allegedly been in place since the time of the âFaulknier promotion,â discussed supra. (Id.) Bernard points to a few pieces of evidence in support of this contention. First, with respect to age discrimination, in October 2015, Royster allegedly told Bernard, in the context of Bernard inquiring about other employment options, âitâs time to step aside and let the younger folks have a chance.â (Id. at 116.)4 Second, also in October 2015, Kieck sent St. Judeâs human resources department a âterritory manager evaluation e- mail,â in which Kieck compared Bernard and Faulknier, and concluded that, although Faulknier (a younger employee) was on a âregional sales directorâ track, Bernard was simply on a âsr. sales rep [track].â (See Oct. 5, 2015 E-mail from Kieck to Comazzi [Doc. No. 61].) Third, with respect to disability, or âhealth,â discrimination, the Mouron promotion occurred only two months after Bernard âunderwent surgeryâ to remove a ânon-cancerous tumor,â which Royster and Kieck both allegedly knew about. (See Bernard Dec. [Doc. No. 57] ¶ 6.)5 Fourth, as a general piece of âsuspiciousâ circumstantial evidence, Kieck and Royster never included Bernard in Mouronâs re- hiring process, and even appeared to actively avoid discussing the issue with Bernard, despite the fact that Mouron was ostensibly joining âBernardâs teamâ in Birmingham. (See, e.g., Jan. 20, 2016 E-mail from Bernard to Kieck [Doc. No. 58-15] (discussing his frustration that a new âsales representativeâ position was being created in Birmingham without his knowledge).) And, fifth, as another piece of general circumstantial evidence, this promotion occurred at the same time Bernard was transitioning from a âterm contractâ to an âat-will contract,â and thus suggested that Kieck and Royster were intending to replace Bernard with Mouron, rather than use her as a supplement to him. 4 As a point of context, the Court notes that, during this time period, Royster was apparently somewhere in his late 50s or early 60s. (See Defs.â Reply Br. [Doc. No. 64] at 13 (asserting that âRoyster is older than [Bernard]â).) 5 It is not clear if this December 2015 surgery was connected to Bernardâs prior leukemia diagnosis. (See supra at 2 (discussing Bernardâs health history).) (See Bernard Dep. at 95-96; see also Bernard March 3, 2014 Employment Agreement [Doc. No. 38-4] (showing that Bernardâs âterm of yearsâ contract, which protected his commissions as a matter of contractual right, expired on February 17, 2016).) Regardless of the motivation behind Mouronâs February 2016 promotion, though, it is undisputed that, two months after Mouronâs return to St. Jude, Mouron and Todd Crawford (one of the two TSSs then working beneath Bernard) both e-mailed Kieck to discuss their frustrations with Bernardâs communication and leadership. First, in a lengthy e-mail sent to Kieck on April 3, 2016, Crawford described multiple instances in which Bernard âyelled [at] and beratedâ him and his colleagues (Mouron and Jason Posey, Bernardâs other TSS), as well as other instances in which Bernard had failed to âfollow throughâ on his work responsibilities. (See Apr. 3, 2016 E-mail from Crawford to Kieck [Doc. No. 38-9].) Because these âfrustrat[ing]â experiences were (allegedly) âimpact[ing] [Crawfordâs] quality of work and [making] [him] question [his] longevity withâ St. Jude, at the end of his e-mail, Crawford requested that he be ârealignedâ to work solely under Mouron. (Id.) Similarly, on April 12, 2016, Mouron sent Kieck a multi-paragraph e-mail explaining that âover the past few weeks,â she had come to realize that the âlonger this goes on,â i.e., the longer Bernard worked as a territory manager in Birmingham, âthe more our team will decline.â (Apr. 12, 2016 E-mail from Mouron to Kieck [Doc. No. 38- 10].) Mouron then detailed specific instances of âpoor communicationâ on Bernardâs part, and criticized Bernard for his âirrational, controlling behavior that effects [sic] our team.â (Id.) She concluded by again emphasizing that âthe accounts are on a steady decline and the longer this situation isnât dealt [with] the worst [sic] it will be.â (Id.)6 Around the same time Kieck was learning about Mouron and Crawfordâs growing frustration with Bernard, Bernard was learning about medical treatment he needed to undergo in order to stabilize his immune system. (See supra at 2 (discussing Bernardâs health background).) As such, on April 9, 2016, Bernard e-mailed Kieck, Mouron, Crawford, and Posey (his other TSS) and told them that, at the ârecommendation of [his] oncologist,â he was starting âimmuno therapyâ treatment âagain,â and that, accordingly, during the forthcoming months, he would need to take the occasional day off for treatment, i.e., âonce every four weeks for the next four to five months.â (See April 9, 2016 Bernard E-mails to Team [Doc. Nos. 58-7 to 58-8].) Bernard then stated that he would take the entire next week of work off, i.e., April 11-15, âin preparation for [his] first treatment.â (Id.) However, Bernard added, he would still âbe available by phone and email.â (Id.) Kieck quickly responded by expressing his condolences, and then stating, âletâs talk when you have a minute next week so we can provide the resources needed to ensure everything is covered.â (Apr. 9, 2016 E-mail from Kieck to Bernard [Doc. No. 58-8]; see also Kieck Dep. at 65 (stating that this e-mail marked the first time he learned about Bernardâs history of leukemia).) Bernard concedes that St. Jude allowed him to take all 6 At his deposition, Bernard admitted that, as a general matter, ârelationships were very contentious in Birmingham,â âthere was not a lot of trust among colleagues,â and ânobody really knew what was going on or where we were going as a group and as a team and as a territory.â (Id. at 137-38.) the time off for his treatment that he requested, and that any work he did during this period of time arose out of his personal desire to assist his clients. (See Bernard Dep. at 79-84; but cf. id. at 81 (nonetheless arguing that, as a general matter, he did not feel that he ever received âenough coverage,â in terms of TSSs, from management).) However, it is undisputed that the tensions between Bernard, his supervisors, and his team did not recede in the weeks following this e-mail; in fact, they only accelerated. For one, when Kieck forwarded Bernardâs April 9 e-mail to Royster, the two of them (Kieck and Royster) appeared to treat the requested accommodation as further evidence that Bernard might soon step down from his role. Specifically, Royster suggested that, because they had started âthe processâ of potentially moving Bernard to a different role (such as a consulting agreement) âprior toâ Bernardâs April 9 e-mail, âwe may be ok.â (Apr. 9, 2016 E-mails Between Royster and Kieck [Doc. No. 58-9].) However, Royster added, the question was âwhat morally should we do.â (Id.) Kieck then responded that Bernardâs poor health âmay set up well for a move into a less stressful role.â (Id.) As for Bernardâs team, Mouron testified that, because Bernardâs âpoor communicationâ habits continued to disrupt the team, even after the April 9 immuno therapy e-mail, she called Kieck at least once during the ensuing weeks to express further frustration about Bernard. For instance, at her deposition, Mouron recalled telling Kieck about one incident in âearly May 2016,â in which Bernard went on a âvacationâ unrelated to his immuno therapy, but without telling her âwhen he was coming back,â and without informing Posey or Crawford about his absence at all. (See Moron Dep. at 144-45; but cf. Bernard Dep. at 234-36 (stating that, although he didnât recall much âspecificallyâ about this incident, he talked to Mouron and Posey âextensivelyâ about âcoverage issuesâ during this post-April 9 time period).) As such, immuno therapy treatment notwithstanding, in late April 2016 Kieck allegedly began drafting a formal âperformance improvement plan,â or âPIP,â for Bernard, in hopes that it would help him âturn things around,â in terms of both sales and team morale. (Kieck Dec. ¶ 10.) 3. In early May of 2016, Bernard Formally Accuses St. Jude of Age and Disability-Based Discrimination Shortly thereafter, on May 5, 2016, Bernard had a meeting with Kieck, which Bernard had requested. At this meeting, Bernard âdiscussed [his] displeasure with [Kieckâs] leadership and with the manipulation of [his] staff,â and also stated âthat [he] felt [he] was being discriminated against because of [his] health issues and [his] age and was being pushed out.â (Bernard Dep. at 193-94.)7 Bernard then relayed to Keick what he (Bernard) viewed as the âthree possible optionsâ for his future at St. Jude: (1) âa new [contract] that we all could live with,â (2) âthe negotiation of a mutually beneficial separation agreement,â or (3) âwe just simply part ways and the risks are what they are.â (See May 25, 2016 Bernard E-mail to St. Jude HR [Doc. No. 38-18] (contemporaneously describing what he said to Kieck at this May 5 meeting); accord Bernard Dep. at 193 (confirming the accuracy of this contemporaneous e-mail).) 7 It is not clear what âstaff manipulationâ Bernard was referring to during this May 5 meeting. However, in accusing St. Jude of age and disability discrimination, at the time, Bernard appeared to rely largely on managementâs (allegedly superior) treatment of Mouron and Faulknier, in comparison to him. (See, e.g., Bernard Dep. at 117-18.) For his part, Kieck adamantly denies that Bernard raised any discrimination complaints to him at this May 5 meeting. (See Kieck Dep. at 75; Kieck Dec. ¶¶ 11, 13.) Rather, Kieck claims, at this meeting, he (Kieck) re-iterated the ongoing concerns he had with Bernard about leadership and declining sales numbers. (Kieck Dec. ¶ 11.) Then, Kieck recalls, Bernard responded with his three-part âultimatum.â (Id.) Kieck and Bernardâs memory of this tripartite âultimatumâ roughly accord; however, in Kieckâs telling, Bernard phrased his âthree optionsâ in the following, more demanding, manner: (1) ârelocate [Bernard] to a different territory,â (2) grant Bernard a consulting agreement for an âungodly amount of money,â or (3) do nothing, which would lead Bernard to sue the company and then âburn the city down on his way out.â (Id.) To Kieck, this meeting âsolidifiedâ his (allegedly pre-existing) desire to place Bernard on a PIP. (Id.) A few days later, on May 9, 2016, after receiving more calls from Bernardâs team members complaining about Bernardâs behavior (see id. ¶ 12), Kieck sent Bernard an e- mail admonishing him for his (allegedly âdisrespectfulâ) conduct at the May 5 meeting, as well as for his âconsistent lack of communication and coordination of efforts within [his] team.â (May 9, 2016 E-mail from Kieck to Bernard [Doc. No. 46].) In this e-mail, Kieck also noted that âwe are not meeting sales objectives in your accounts.â (Id.) Kieck concluded his message by requesting that Bernard meet with him and Royster on May 19, 2016 in Birmingham, âto further discuss this current situation.â (Id.; see also Kieck Dec. ¶ 12 (explaining that when he wrote âfurther discuss this current situationâ he meant âpresent Bernard with a PIPâ).) On May 14, 2016, Bernard responded to Kieckâs e-mail with a lengthy e-mail of his own, and ccâed both Royster and Chris Baier (who was the new divisional vice president). At the outset, Bernard declared Kieckâs May 9 missive âfactually wrong,â and then proceeded to explain why he believed he had done a good job in terms of âplanning, preparation, communication, and team support,â even after his immuno therapy treatment began, and why legitimate business reasons explained his declining sales. (See May 14, 2016 E-mail from Bernard to Kieck [Doc. No. 45]; see also supra at 9-10 (detailing some of those legitimate business reasons).) Bernard also brought up his longstanding issues with the Mouron promotion, with Kieckâs managerial approach, and with the Faulknier team, i.e., the âother, younger team in town,â receiving more resources than his team. (Id.) Bernard then stated that âclearly there is a move afoot to push [him] out,â because he is a âwell compensated 59-year old with health challenges.â (Id.) In fact, in his next sentence, Bernard put the issue even more bluntly: âClearly there is some age and health related discrimination issues here, and, now, based on the inaccurate statements in your email, some steps toward retaliation for bringing them to your attention.â (Id.) Bernard then concluded his e-mail with the following paragraph: Gentleman [sic] we have been dancing around this for months. I get it, if you want to move in another direction, thatâs your prerogative as leadership, but letâs do it with some honesty, integrity, and honor. I donât agree with the direction and donât think it is in the best interest of our business in Birmingham, but again this is your choice. If you want me out of the picture in Birmingham, letâs be adults about it and work toward some equitable resolution that is in the best interest of all, rather than continue down a path that assures no winners. Let me know guys, itâs time to resolve this. (Id.) Early the next morning, Kieck immediately wrote to Royster and Baier that Bernard had not previously brought the issue of âage discriminationâ âto [his] attention,â nor had he âindirectly hear[d] about it from anyone else.â (May 14, 2016 Management E- mail Exchange [Doc. No. 54].) Kieck then confirmed that he and Royster would address Bernardâs comments in person at the previously planned May 19 Birmingham meeting. (Id.) In response, Royster first exclaimed, âIâve seen this movie before.â (Id.) Royster then âcategoriallyâ asserted that âat no time was [Bernardâs] age ever discussed in any fashionâ among the three supervisors. (Id.) Royster also noted that he was adding Lauren Henson (an HR representative) to the e-mail chain so as to ensure âfull disclosure & transparency in dealing with our employees.â (Id.) Shortly after this exchange, Kieck spoke with Henson by phone, and they agreed that, discrimination allegations notwithstanding, a PIP constituted an appropriate response to Mouron and Crawfordâs complaints about Bernardâs leadership, and to Bernardâs declining sales numbers. (See Henson Dep. [Doc. No. 48] at 90-95.) Thus, on or around May 16, 2016, Kieck sent a PIP to Henson so that HR could approve it and Royster and Kieck could present it. (See Kieck Dec. ¶ 13; accord Henson Dep. at 95, 156.) After Henson and a member of St. Judeâs legal department reviewed the document and made a few edits, they returned the PIP to Kieck. (See id. at 200-02.) 4. On May 19, 2016 St. Jude Places Bernard on a Performance Improvement Plan (âPIPâ) On May 19, 2016 Kieck and Royster met Bernard at a Birmingham hotel conference room and presented him with the PIP. (See Bernard Dep. at 180.) As Kieck and Royster explained at the meeting, the document contained two parts: a factual section setting forth Bernardâs allegedly inappropriate conduct during the preceding months, and a remedial section setting forth eight benchmarks Bernard needed to meet in order to avoid further disciplinary action, such as termination. (See generally Bernard PIP [Doc. No. 38-15].) The factual section focused on the employee complaints Kieck had received about Bernard over the âpast six months,â most of which are recounted above (see, e.g., supra at 8, 14-16), as well as on the âlack of respect and understandingâ Bernard allegedly displayed during the February 16, 2016 Mouron promotion meeting and the May 5, 2016 âultimatumâ meeting. (See Bernard PIP at 1-2.) For example, the PIP described Bernardâs behavior during the latter meeting as âbullying,â and further stated that Bernard âconsistently attempt[ed] to disrespect management to advance [his] own agenda.â (Id.) The factual section also discussed Bernardâs declining sales performance. (Id. at 2.) For his part, Bernard conceded at his deposition that Mouron and Crawford had complained to Kieck about him, that his team had been âhighly dysfunctionalâ during the months preceding the PIP, that the two at-issue meetings had occurred, and that his sales had been on the decline. (See generally Bernard Dep. at 182-96, 309.) However, Bernard adamantly rejected St. Judeâs characterization of his behavior as âdisrespectful,â and further rejected the idea that his actions came anywhere close to warranting a PIP. (Id.; see also id. at 312 (adding that he found the PIP âinappropriateâ in light of all the work he had done to âbuild a significant business for St. Judeâ).) Regardless of the accuracy of the PIPâs factual allegations, though, it is undisputed that the second part of the PIP â the âremedial sectionâ â contained âreasonable business expectations,â and that Bernard âshould have been able to meetâ these expectations, even in light of his ongoing health issues. (See Bernard Dep. at 196-98 (conceding this point).) Specifically, the PIP requested that Bernard: (1) Develop a territory business plan for [his] accounts and send to Kieck by June 3, 2016; (2) Send Kieck the following two weekly reports, every week for the next 90 days: a Monday report listing planned sales activities for the week, and a Friday report summarizing sales discussions from the week; (3) Schedule individual meetings with Mouron, Posey, and Crawford by June 3, 2016, and then send Kieck the dates and times for those meetings so that Kieck could attend, too; (4) Complete three all-team meetings and send Kieck a summary of those meetings; (5) Complete a Code of Conduct module; (6) Discuss [his] business plan from step (1) with [his] team and have different individuals specifically aligned to contribute to each of the strategies; (7) Work with Kieck to attend at least one leadership development class; and (8) Maintain a positive attitude and level of professionalism throughout this plan, including by not discussing the PIP with other team members or customers. (Bernard PIP at 2-3.) The PIP concluded by asserting that, if Bernard did not complete these eight tasks in 90 days, i.e., by August 19, 2016, or if âother unacceptable behavior occurred,â âfurther disciplinary action may be taken, up to and including termination.â (Id. at 3.) On May 23, 2016, Kieck e-mailed the PIP to Bernard as a follow-up to the meeting, and further requested that Bernard sign and return the document by May 25 so that they could âmove forward with the improvement plan and next steps.â (May 23, 2016 E-mail from Kieck to Bernard [Doc. No. 38-15].) Bernard did not sign and return the PIP by May 25. Rather, Bernard first independently contacted HR, by both phone and e-mail, to request that a formal internal investigation be conducted into his claims of age and disability discrimination. (See, e.g., May 25, 2016 E-mail from Bernard to Hawks and Bae [Doc. No. 38-18] (describing many of the same facts discussed in his May 14 e-mail, and further adding that he thought the PIP was âretaliatoryâ).) HR acknowledged Bernardâs request(s) (see, e.g., May 20, 2016 E-mail from Hawks to Bernard [Doc. No. 38-13]), and accordingly began gathering documents and conducting interviews regarding Bernardâs discrimination claims. (See, e.g., May 26, 2016 Internal HR E-mails [Doc. No. 38-19].) Later that same day (May 25, 2016), Bernard e-mailed Kieck and Royster, and stated that he âdisagree[d] with most of the allegationsâ contained in the PIP, and saw them as âyet another retaliatory response to [his] attempts to address the ongoing issues.â (May 25, 2016 E-mail from Bernard to Kieck and Royster [Doc. No. 38-17].) In this message, Bernard also told Kieck and Royster about his earlier inquiry to HR, and expressed hope that HRâs âengagementâ in the âprocessâ would âaffect a mutually positive resolution.â (Id.) Bernard did not include a signed copy of the PIP in this e-mail, as Kieck had requested in his May 23 message. Over a month later, on June 28, 2016, Bernard sent Kieck a signed copy of the PIP. (See June 28, 2016 E-mail from Bernard to Kieck and Henson [Doc. No. 38-31].) Bernard apologized for his delay, and then added that he had âbeen pretty sick for the last few weeks and [had also] needed some time to get advice from an attorney before proceeding.â (Id.) Because of this delay, in the copy of the PIP he attached to his e-mail, Bernard unilaterally changed several of the documentâs completion dates to be later than the ones Kieck and HR initially included. (See id. (showing that Bernard crossed out several of the dates listed in the PIP and wrote in dates approximately one month later).) However, ongoing illness notwithstanding, in this message, Bernard did not inform Kieck that he could not complete the remedial section by the original mid-to-late August deadline. (See Bernard Dep. at 197-98.) 5. At Around the Same Time St. Jude Places Bernard on a PIP, Bernard Is Suspended from One of His Hospital Accounts To briefly go back one month, it also bears mentioning that, on May 19, 2016 (the morning of the PIP meeting), Bernard received the following e-mail from a woman named Jackie Wright, who oversaw âmaterials managementâ at Brookwood Medical Center. I have spoken to [my colleagues], we all feel that you have completely misled all of us to get your product in here when you are aware of our rules and completely disregarded everything that everyone told you. At this point in time, Iâm going to say thank you for your 2 gifts of implants to our hospital and I will be revoking your access for 30 days. Next time this happens, you will lose all privileges to Brookwood. (May 19, 2016 E-mail from Wright to Bernard [Doc. No. 38-16].) In other words, Wright informed Bernard, because of Bernardâs (allegedly improper) sales tactics, Brookwood was suspending him from visiting the medical center for 30 days. (See Bernard Dep. at 248 (acknowledging that he was, in fact, âbanned from Brookwood for 30 daysâ).) The details concerning this suspension are murky; the record does not even contain a clear explanation of what exactly Bernard was alleged to have done wrong. (See, e.g., Bernard Dep. at 263 (generally asserting that he was âscape goatâ in a âpolitical battleâ between âtwo competing physiciansâ).) And, whatâs more, there is no evidence that Bernardâs suspension damaged St. Judeâs existing business with Brookwood in any way whatsoever. (See Bernard Dep. at 316; Kieck Dep. at 91-92.) However, it is undisputed that, after learning of this suspension, Bernard decided to not tell his supervisors about it, on grounds that he âdid not trustâ Kieck. (Bernard Dep. at 254-61.) Accordingly, neither Kieck nor Royster nor anyone in St. Judeâs upper management learned about Bernardâs suspension until days after it happened, when Kieck heard about it from a different source. (Id; accord Kieck Dep. at 91.) Bernardâs failure to immediately inform management about this incident concerned Kieck, and, in Kieckâs view, provided another example of Bernardâs âcontinued lack of communication with leadership, with his teammates.â (Kieck Dep. at 92.) In fact, Kieck found this incident especially concerning because Bernard concealed client information from âleadershipâ at a time when Bernard already knew he was âunder a [PIP].â (Id.) Moreover, Kieck noted in a declaration filed alongside St. Judeâs summary judgment motion, shortly after this incident, the CFO of Tenant (Brookwoodâs corporate parent) allegedly told Kieck that Bernard was ânegatively affecting [St. Judeâs] ability to drive higher share at [Brookwood],â and specifically cited the 30-day suspension, as well as other ânegative feedback from Brookwood physicians about [Bernardâs] behavior,â in support of this assertion. (Kieck Dec. ¶ 15; accord Aug. 4, 2016 E-mail from Kieck to Hawks and Henson [Doc. No. 38-36] (contemporaneously documenting this conversation).) Kieck found this âunsolicited client feedbackâ troubling, too. (Id.) 6. On September 6, 2016 St. Jude Fires Bernard for âPerformance-Related Reasonsâ By the end of the 90-day PIP period, i.e., mid-to-late August 2016, all parties agree that Bernard had failed to complete most (if any) of the eight requirements delineated in the documentâs remedial section. Specifically, it is undisputed that (1) Bernard did not send Kieck a territory business plan; (2) Bernard only sent âsomeâ of the required weekly reports to Kieck, and not until after his modified July 4, 2016 start date had passed; (3) although Bernard did meet with his three team members individually, he did not invite Kieck to the meetings, as required; (4) Bernard held one team meeting, despite being asked to hold three; (5) Bernard did not complete the required Code of Conduct module; (6) Bernard did not assign any of his team members to specific tasks delineated in his territory business plan (which he had not created in the first place); (7) Bernard did not attend a leadership development class, and did not contact Kieck to inquire about the class because he had been âunder the impression that [Kieck] would schedule [it]â; and (8) although Bernard attested that he âgot up every day and did the best [he] could,â he also conceded that he âwould not be surprisedâ if team members said he âdid not have a positive attitudeâ during the PIP period.8 (See generally Bernard Dep. 8 Moreover, on point (8), Mouron testified at her deposition that, although the PIP specifically instructed Bernard not to discuss the PIP with his employees or customers, Bernard âtold [her] about his PIP,â and then said, âif [you] repeat[] that [I] told [you] about the plan, [I] will deny it.â (Mouron Dep. at 153-54; cf. Bernard Dep. at 204 (stating at 199-204; Kieck Dec. ¶ 16; accord July 11, 2016 E-mail from Royster to Henson and Kieck [Doc. No. 58-19] (contemporaneously affirming that Bernard was ânot adhering to his PIP,â and had âignored his PIP assignmentsâ).) By the end of the PIP period, St. Judeâs HR department had also completed its internal investigation of Bernardâs discrimination allegations, and had concluded that the allegations were âunsubstantiated.â (See Aug. 29, 2016 E-mail from Hawks to Bae [Doc. No. 38-30] (e-mail announcing conclusion of investigation).) Shortly after the completion of this investigation, then, the relevant parties at St. Jude, i.e., the legal department, the HR department, and Bernardâs supervisors (Chris Johnson9 and Kieck), unanimously concluded that Bernard should be terminated for performance-related reasons, namely, Bernardâs failure to comply with the PIP, or otherwise remedy the problems discussed in the PIP, and the (post-PIP) Brookwood suspension incident. (See Henson Dep. at 212-223; Kieck Dep. at 92-97; see also Bernard PIP at 3 (stating that Bernard could be fired if he failed to adhere to the PIP or if âother unacceptable behavior occurredâ).) Consequently, on September 6, 2016, Kieck and Henson met with Bernard in a Birmingham hotel conference room, and informed Bernard that St. Jude was terminating him for âperformance-related issues.â (Bernard Dep. at 113.) St. Jude did not hire a that he âmay have discussedâ the PIP with âan employee,â but adding that he did not do so with âcustomersâ).) 9 At some point in July or August of 2016, Chris Johnson replaced Royster as area vice president. (See Henson Dep. at 216.) replacement territory manager for Bernard after he left, and instead divided up Bernardâs four accounts between other St. Jude employees, including Mouron and Faulknier. (See Mouron Dep. at 118-23; Faulknier Dep. at 109-11; accord Bernard Dec. ¶ 11.) C. Procedural Background Two days after his termination, on September 8, 2016, Bernard filed a charge of discrimination with the Equal Employment Opportunity Commission (âEEOCâ) in Birmingham. (See Sept. 8, 2016 EEOC Charge [Doc. No. 38-32]; accord Cottrill v. MFA, Inc., 443 F.3d 629, 634 (8th Cir. 2006) (noting that, âbefore bringing [a discrimination] suit in federal court,â âa plaintiff must first timely file an âadministrative chargeâ with the EEOCâ) (citing 42 U.S.C. § 2000e-5(e))).) In this charge, Bernard accused St. Jude of age discrimination, disability discrimination, and retaliation. On May 24, 2017, after investigating Bernardâs claims and finding no evidence to âsuggest a violation ofâ federal law, the Birmingham EEOC office sent Bernard a âright to sueâ letter. (May 24, 2017 EEOC Letter [Doc. No. 38-33].) Accordingly, on August 21, 2017, Bernard filed the present lawsuit. (See Compl. [Doc. No. 1].) Bernardâs complaint contains the following seven claims: (1) age discrimination in violation of the Age Discrimination in Employment Act (âADEAâ); (2) retaliation in violation of the ADEA; (3) disability discrimination in violation of the Americans with Disabilities Act (âADAâ); (4) retaliation in violation of the ADA; (5) age discrimination in violation of the Minnesota Human Rights Act (âMHRAâ); (6) disability discrimination in violation of the MHRA; and (7) retaliation in violation of the MHRA. Following over a year of discovery, St. Jude moved for summary judgment on all seven claims. The parties filed briefing on the matter, and, on April 19, 2019, the Court entertained oral argument. (See Def.âs Br. in Support of Summ. J. (âDefs.â Br.â) [Doc. No. 52]; Pl.âs Br. in Opp. of Summ. J. (âPl.âs Opp. Br.â) [Doc. No. 56]; Defs.â Reply Br. [Doc. No. 64].) II. DISCUSSION Summary judgment is proper if there are no disputed issues of material fact and the moving party is entitled to judgment as a matter of law. See Fed. R. Civ. P. 56(a). The moving party bears the burden of showing that there is no genuine issue of material fact and that it is entitled to judgment as a matter of law, and the Court must view the evidence and the inferences that may be reasonably drawn from the evidence in the light most favorable to the nonmoving party. See Celotex Corp. v. Catrett, 477 U.S. 317, 327 (1986); Enter. Bank v. Magna Bank of Mo., 92 F.3d 743, 747 (8th Cir. 1996). However, a party opposing a properly supported motion for summary judgment may not rest on mere allegations or denials, and must set forth specific facts in the record showing that there is a genuine issue for trial. See Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 256 (1986); Ingrassia v. Schafer, 825 F.3d 891, 896 (8th Cir. 2016) A. Overarching Legal Framework Because this dispute primarily centers around federal employment law, the Court begins by describing the (virtually identical) legal standards under which courts evaluate ADEA, ADA, and retaliation claims. In relevant part, federal law prohibits employers from taking âadverse employment actionâ against an employee because the employee is âover 40 years old,â because the employee has a âqualifying disability,â or because the employee reported age-or-disability-based discrimination to their employer. See 29 U.S.C. §§ 623(a), 631(a) (age discrimination); 42 U.S.C. § 12112(a) (disability discrimination); 29 U.S.C. § 623(d) (retaliation for reporting age discrimination); 29 U.S.C. § 12203(a) (retaliation for reporting disability discrimination). Generally speaking, âadverse employment actionâ is a âtangible change in working conditions that produces a material employment disadvantage,â such as âtermination, cut in pay or benefits, [or other] changes that affect an employeeâs future career prospects.â Clegg v. Ark. Depât of Corr., 496 F.3d 922, 926 (8th Cir. 2007) (cleaned up). However, â[m]inor changes in duties or working conditions, even unpalatable or unwelcome ones, which cause no materially significant disadvantage, do not rise to the level of an adverse employment action.â Id.10 Importantly, though, an adverse employment action is only actionable if it occurs within a certain time period before the employee files their initial âchargeâ of discrimination. See 29 U.S.C. § 626(d) (age discrimination and retaliation); 42 U.S.C. §§ 12117(a), 2000e-5(e)(1) (disability discrimination and retaliation). In states with their 10 The standard for âadverse employment actionâ is somewhat less demanding in the context of retaliation claims. See generally Benner v. St. Paul Public Schools, --- F.3d ---, 2019 WL 1993793, at *19 (D. Minn. May 6, 2019) (discussing the distinction); accord Burlington N. & Santa Fe Ry. Co. v. White, 548 U.S. 53, 63-68 (2006). However, as explained below, the distinction is irrelevant for purposes of this case. own EEOC-type agency, that time period is 300 days; in states without their own EEOC- type agency, though, that time period is only 180 days. See, e.g., 42 U.S.C. § 2000e- 5(e)(1). As the Supreme Court has observed, these âobviously shortâ deadlines exist âto encourage the prompt processing of all charges of employment discrimination.â Natâl R.R. Passenger Corp. v. Morgan, 536 U.S. 101, 109 (2002). All of that said, if a plaintiff-employee shows that the defendant-employer took an âadverse employment actionâ against them within the actionable time frame, the plaintiff must then show the defendant did this because of their protected characteristic (or because they engaged in protected conduct). The plaintiff can meet this burden in one of two ways. First, a plaintiff can submit âdirect evidenceâ showing âa specific link between the alleged discriminatory [or retaliatory] animus and the challenged decision, sufficient to support a finding by a reasonable fact finder that an illegitimate criterion actually motivated the adverse employment action.â Hutton v. Maynard, 812 F.3d 679, 683 (8th Cir. 2016). Although the term âdirect evidenceâ technically refers to the âcausal strength of the proof,â and not to whether the evidence is per se âdirectâ or âcircumstantial,â the Eighth Circuit has generally defined âdirect evidenceâ as âcomments or statements indicating discriminatory [or retaliatory] intent, where those comments are made by people with decision-making authority,â âduring the decisional process.â Id. at 683-84 (cleaned up); accord Aulick v. Skybridge Am., Inc., 860 F.3d 613, 620 (8th Cir. 2017) (emphasizing that âstray remarks in the workplace, statements by nondecisionmakers, [and] statements by decisionmakers unrelated to the decisional process, do not constitute direct evidenceâ of discrimination, nor do âstatements by decisionmakers that are facially and contextually neutralâ) (emphasis added) (cleaned up). However, if the record contains no direct evidence of discrimination, as is often the case, the plaintiff may also prove discriminatory intent through the well-trodden âMcDonnell-Douglas burden-shifting framework.â Fiero v. CSG Sys., Inc., 759 F.3d 874, 878 (8th Cir. 2014) (discussing McDonnell Douglas Corp. v. Green, 411 U.S. 792 (1973)). Under this framework, which applies in functionally similar ways to each of the at-issue claims, the plaintiff must first prove a âprima facieâ case of discrimination or retaliation. See Aulick, 860 F.3d at 621 (prima facie case of age discrimination); Kelleher v. Wal-Mart Stores, Inc., 817 F.3d 624, 631 (8th Cir. 2016) (prima facie case of disability discrimination); EEOC v. Prod. Fabricators, Inc., 763 F.3d 963, 972 (8th Cir. 2014) (prima facie case of retaliation).11 If the plaintiff produces evidence supporting a prima facie case of discrimination (or retaliation), â[t]he burden then shifts to [the defendant] to articulate a legitimate, nondiscriminatory reason for its actions,â such as âperformance- 11 Specifically, a plaintiff can prove a prima facie case of age discrimination by showing that he, â(1) was at least 40 years old; (2) was qualified for the position; (3) suffered an adverse employment action; and (4) was [replaced with] someone sufficiently younger to permit the inference of age discrimination.â Aulick, 860 F.3d at 621. Similarly, a plaintiff can prove a prima facie case of disability discrimination by showing, â(1) a qualifying disability; (2) qualifications to perform the essential functions of her position with or without reasonable accommodation; and (3) an adverse employment action due to her disability.â Kelleher, 817 F.3d at 631. And, finally, a plaintiff can prove a prima facie case of retaliation by showing that, â(1) [he] engaged in a statutorily protected activity [e.g., complaining about age-or-disability-related discrimination to his supervisor], (2) the employer took an adverse action against [him], and (3) there was a causal connection between the adverse action and the protected activity.â Prod. Fabricators, 763 F.3d at 972. related concerns.â Fiero, 759 F.3d at 878. If the defendant meets that âminimal burden,â the plaintiff must, in turn, âshow that the proffered nondiscriminatory reason is merely a pretext for unlawful . . . discrimination.â Id. (cleaned up). The plaintiff can demonstrate that a defendantâs legitimate business reason was âpretextualâ by, for example, showing that âother similarly situated individuals who were not in the plaintiffâs protected class were treated differently,â Russell v. Kansas City, Mo., 414 F.3d 863, 868 (8th Cir. 2005), or that the âfactual basis underlying the employerâs proffered explanation . . . is unworthy of credence,â Fiero, 759 F.3d at 878. However, because courts âdo not sit as super- personnel departments,â this âpretextâ inquiry must focus solely on whether evidence in the record shows that a businessâs action against an employee âinvolve[d] intentional discrimination [or retaliation],â not on whether the businessâs action was âwiseâ or âfairâ as a general matter. Bone v. G4S Youth Servs., LLC, 686 F.3d 948, 955 (8th Cir. 2012) (cleaned up). In other words, â[w]hen an employer articulates a reason for discharging the plaintiff not forbidden by law, it is not [the Courtâs] province to decide whether that reason was wise, fair, or even correct, ultimately, so long as it truly was the reason for the plaintiffâs termination.â Wilking v. Ramsey Cty., 153 F.3d 869, 873 (8th Cir. 1998). B. The Adverse Employment Action at Issue As an initial matter, the parties dispute what âadverse employment actionâ is at issue in this case. Because resolving this dispute will help clarify the scope of Bernardâs claims, the Court will start there. In short, Bernard argues that he suffered three discrete, legally cognizable âadverse employment actionsâ during his time at St. Jude, and that he is accordingly entitled to rest his discrimination lawsuit on each of these alleged wrongs: (1) the loss of UAB sales commissions that occurred when St. Jude re-hired Mouron in February 2016 and then promoted her to the position of âsales representativeâ; (2) St. Judeâs placement of Bernard on a PIP on May 19, 2016; and (3) St. Judeâs termination of Bernardâs employment on September 6, 2016. (See Pl.âs Opp. Br. at 32-33.) For its part, St. Jude argues that (1) is not an actionable adverse employment action because it occurred more than 180 days before Bernard filed his charge of discrimination with the Birmingham EEOC, and that (2) is not an actionable adverse employment action because the Eighth Circuit generally does not consider PIPs to be adverse employment actions. (See Defs.â Reply Br. at 3-7.) St. Jude concedes, however, that (3) is adverse employment action. (See id. at 7.) The Court agrees with St. Jude on both counts. First, assuming without deciding that (1) is an adverse employment action, in the sense that Bernardâs take-home pay appeared to decrease as a result of Mouronâs promotion, see Clegg, 496 F.3d at 926 (noting that a âcut in payâ constitutes an âadverse employment actionâ), the applicable statute of limitations nonetheless bars Bernard from treating this incident as an individual legal wrong. In Alabama, where Bernard filed his original charge of discrimination, a plaintiff-employee must file a âcharge of discriminationâ with the local EEOC branch within 180 days of suffering a discriminatory adverse employment action. See Ledbetter v. Goodyear Tire & Rubber Co., Inc., 421 F.3d 1169, 1178 (11th Cir. 2004) (explaining that, because Alabama is a âso-calledâ ânon-deferral state,â i.e., it does not have an âEEOC-like state administrative agency,â only âunlawful employment practicesâ that âoccurred within 180 days of the operative EEOC charge can form the basis for [federal anti-discrimination law] liabilityâ).12 This time bar applies to any âdiscreteâ âunlawful employment practice,â including âtermination, failure to promote, denial of transfer, or refusal to hire,â even when the time-barred employment action is ârelated to acts alleged in timely filed charges.â Morgan, 536 U.S. at 113-14; accord Richter v. Advance Auto Parts, Inc., 686 F.3d 847, 851 (8th Cir. 2012) (per curiam) (âEach discrete act is a different unlawful employment practice for which a separate charge is required.â). There is no dispute that Mouronâs February 2016 promotion (and Bernardâs accordant decrease in pay) is a âdiscreteâ discriminatory employment practice that occurred more than 180 days before Bernard filed his charge of discrimination. Cf. Radcliffe v. Securian Fin. Grp., 906 F. Supp. 2d 874, 885 (D. Minn. 2012) (âDemotion constitutes a discrete, separate act.â). As such, although the Court may undoubtedly consider the events surrounding the Mouron promotion to the extent they shed light on whether St. Jude discriminatorily terminated Bernard in September 2016, see Morgan, 536 U.S. at 113, the Court cannot treat the incident as a stand-alone âadverse employment action.â13 12 By contrast, in states that do have an âEEOC-like state administrative agency,â such as Minnesota, a plaintiff can file their âcharge of discriminationâ within 300 days of suffering an allegedly unlawful employment practice. See D.W. v. Radisson Plaza Hotel Rochester, 958 F. Supp. 1368, 1373 (D. Minn. 1997). 13 Because Bernard is not asserting a âhostile work environmentâ or âpattern and practiceâ discrimination claim, the âcontinuing course of conductâ law cited by Bernard is inapposite. See Tadame v. St. Cloud State Univ., 328 F.3d 982, 987-89 (8th Cir. 2003). Second, although (2) is not time-barred, it is also not, legally speaking, an âadverse employment action.â The Eighth Circuit has squarely held that, even under the more lenient âretaliationâ standard for âadverse employment action,â see supra n.10, âplacement on [a] PIP does not constitute an adverse employment action,â Fiero, 759 F.3d at 880 n.2 (collecting citations). And, notably, this rule applies with particular force to PIPs that are âreasonableâ and/or âminimally onerous.â See Payan v. UPS, 905 F.3d 1162, 1173-74 (10th Cir. 2018) (holding that, because at-issue PIP required tasks that were neither âdifficultâ nor âespecially time consuming,â it was not âadverse employment action,â and then citing substantial circuit court case law, including Fiero, in support of this conclusion); cf. Fischer v. Andersen Corp., 483 F.3d 553, 557-58 (8th Cir. 2007) (holding that being placed on a PIP did not âamount to a constructive dischargeâ because no evidence showed that that the PIP was âsetting [the plaintiff] up to failâ or was filled with âanything but reasonableâ requirements). Here, Bernard conceded that his PIP contained âreasonable business expectations,â and that, accordingly, he âshould have been able to meet the PIPâs expectations.â (Supra at 22.) Consequently, under both Fiero and the âminimally onerousâ case law building upon Fiero, Bernard cannot treat his placement on a PIP as a stand-alone âadverse employment actionâ either. C. The Federal Law Claims With the issue of adverse employment action resolved, the question now becomes whether a reasonable juror could find that St. Jude fired Bernard on September 6, 2016 because of his age or disability, or in retaliation for his internal complaints alleging age- and-disability-related discrimination. The Court will address each claim in turn. 1. Age Discrimination The first question is whether Bernard has introduced any âdirect evidenceâ of age discrimination. Bernard argues that he has, and, in particular, cites Roysterâs October 2015 comment to Bernard about âstepping aside and letting the younger folks have a chance,â and Kieckâs October 2015 internal e-mail suggesting that, while a younger employee (Faulknier) was on a âmanagement track,â Bernard was simply on a âsenior sales representative track.â (Pl.âs Opp. Br. at 37-38; see also supra at 12-13 (describing these comments in the context of the Mouron promotion).) However, this evidence does not constitute âdirect evidenceâ of a discriminatory termination, at least as that term has been interpreted by the Eighth Circuit. Not only did Royster and Kieck make these comments outside the termination âdecisional process,â see Aulick, 860 F.3d at 620 (holding that âstatements by decisionmakers unrelated to the decisional process do not constitute direct evidenceâ of discrimination), but the comments pre-dated Bernardâs termination by approximately a year, and, hence, are best classified as âstray remarks,â see, e.g., Bone, 686 F.3d at 955 (holding that allegedly âageistâ and âracistâ comments made âsix months before [defendant] decided to discharge [plaintiff]â were âstray remarksâ âunrelated to the decisional processâ and were, therefore, not direct evidence of discrimination); Ramlet v. E.F. Johnson, 507 F.3d 1149, 1153 (8th Cir. 2007) (same). The more salient question, then, is whether Bernard has pointed to circumstantial evidence showing that St. Jude fired him because of his age. The Court will assume without deciding that Bernard has stated a prima facie case of age discrimination. See Aulick, 860 F.3d at 621 (approving this approach). And, because there is no dispute that St. Jude has âarticulatedâ âlegitimate, nondiscriminatory reasons for its actions,â see Fiero, 759 F.3d at 878 (holding that âperformance-related concernsâ is a nondiscriminatory reason to fire an employee), the question thus becomes whether Bernard can âshow that [St. Judeâs] proffered nondiscriminatory reasons [were] merely a pretext for unlawful [age] discrimination,â id. Bernard makes two primary arguments in favor of finding pretext here. First, Bernard argues, St. Jude treated âsimilarly situatedâ younger employees, namely, Mouron and Faulknier, better than him in the lead-up to his termination. (See Pl.âs Opp. Br. at 39-40.) Second, Bernard contends, his history of success at St. Jude shows that his termination was based on a âdemonstrably falseâ premise of âperformance problems.â (See id. at 35.) The Court finds neither argument availing. First, general evidence that Kieck and Royster favored Mouron and Faulknier over Bernard does not show that the two employees were âsimilarly situatedâ to Bernard, and hence does not provide evidence of pretext. âAt the pretext stage of the McDonnell Douglas burden-shifting framework,â the âsimilarly situatedâ inquiry is a ârigorous one.â Fiero, 759 F.3d at 879. âThe individuals used for comparison must have dealt with the same supervisor, have been subject to the same standards, and engaged in the same conduct without any mitigating or distinguishing characteristics.â Bone, 686 F.3d at 956. In other words, in the discriminatory termination context, the question is not whether the employer ever treated younger employees better than the older plaintiff, but, rather, whether specific younger employees engaged in behavior analogous to the plaintiff, and yet were not terminated (or otherwise reprimanded) for that behavior. Bone well illustrates the strictness of this inquiry. There, the Eighth Circuit held that, although young co-workers of the plaintiff engaged in forbidden conduct (just as the plaintiff had) and yet were not fired for that conduct (unlike the plaintiff), no reasonable juror could find that the young co-workers were âsimilarly situatedâ for pretext purposes simply because the plaintiffâs forbidden conduct differed âin kindâ from the allegedly similar workersâ forbidden conduct. See Bone, 686 F.3d at 956 (âPlaintiffâs resistance to [her employerâs] directives and outright refusal to comply with [her supervisorâs] request regarding [a] conference [was] different in kind from the [allegedly similar] workersâ various disciplinary violations.â). Here, although Mouron and Faulknier both worked under the same supervisors as Bernard, i.e., Kieck and Royster, there is no evidence that either employee âengaged in the same conductâ as Bernard did prior to his termination, much less âthe same conduct without any mitigating or distinguishing characteristics.â Id. More specifically, there is no evidence, either individually or collectively, (1) that other employees called and e- mailed management to complain about Mouron or Faulknierâs leadership; (2) that Mouron or Faulknierâs sales numbers declined over a year-and-a-half long period14; (3) that Mouron or Faulknier was suspended from a major sales account; (4) that Mouron or Faulknier declined to inform management about an event like an account suspension after 14 As the Court noted in passing above, Faulknierâs sale numbers actually increased during the relevant time period. (See supra at 10.) it happened; or (5) that Mouron or Faulknier failed to adhere to a PIP consisting solely of âreasonable business expectations.â Consequently, under Eighth Circuit precedent, no reasonable juror could infer from St. Judeâs allegedly superior treatment of Mouron and Faulknier that St. Jude fired Bernard in September 2016 because of his age. Bernardâs second argument, that a reasonable juror could find that Bernardâs firing was pretextual because it was based on the âdemonstrably falseâ premise that Bernard had âperformance problems,â falls short, too. In making this argument, Bernard relies almost exclusively on two pieces of evidence: (1) Bernardâs longstanding history of success at St. Jude, particularly in terms of sales, and (2) Kieckâs March 16, 2016 performance evaluation of Bernard, in which Kieck gave Bernard a â3/5,â âmeets expectationsâ review, and did not make any mention of performance problems. (See Pl.âs Opp. Br. at 35-36.) This evidence is noteworthy. However, the problem for Bernardâs case is that, although a reasonable juror could perhaps infer from this evidence that, as of March 2016, St. Jude did not actually find any of Bernardâs alleged performance problems concerning (despite Kieckâs claims to the contrary at his deposition), a reasonable juror could not draw that inference based on the undisputed evidence available to St. Jude by September of that year, when Bernard was terminated. Specifically, by September 6, 2016, St. Jude was aware of the following four performance-related issues with Bernard: (a) Bernardâs sales had been steadily declining for over a year and a half, despite his earlier history of success, (b) two of Bernardâs colleagues had actively complained to management about their displeasure with Bernardâs leadership, (c) Bernard had been suspended from one of his most important accounts and yet had not informed anyone in management about this incident at the time it happened, and, most crucially, (d) Bernard had not complied with a âreasonableâ PIP in any substantial manner, despite being given the full three months to do so, and despite the PIP explicitly warning Bernard that failure to comply could result in his termination. Bernard does not point to any evidence suggesting that these four, more recent âperformance issuesâ were âdemonstrably false,â or otherwise indicative of a âpretext to age discriminateâ on St. Judeâs part. Accordingly, no reasonable juror could infer from Bernardâs sales success in the years prior to 2015, or from a âmeets expectationsâ performance review in March 2016, that âage discrimination,â rather than âperformance- related concerns,â âtruly was the reason for [Bernardâs] terminationâ in September 2016. Wilking, 153 F.3d at 873. The Eighth Circuitâs decision in Lewis v. St. Cloud State Univ., 467 F.3d 1133 (8th Cir. 2006), is instructive on this point. There, a university dean similarly pointed to a âpositive annual performance reviewâ he received a year prior to his termination as compelling evidence that the universityâs âstated reasons for demoting him [i.e., that he was âineffectiveâ and âcreated a divisive environmentâ] should not be believed.â Id. at 1137. The Eighth Circuit rejected this argument and affirmed the district courtâs grant of summary judgment. In so doing, the Eighth Circuit emphasized that the deanâs â[positive] past reviews [did not] create[] an inference [of age discrimination] because the Universityâs proffered reasons for his demotion were based on incidents that [the dean] did not dispute, some of which occurred after his previous supervisor evaluated him for the last time.â Id. at 1138; see also Erickson v. Farmland Indus., Inc., 271 F.3d 718, 728- 29 (8th Cir. 2001) (same, and observing that, in making a termination decision, â[a]n employer may choose to rely on recent performance more heavily than past performanceâ). Likewise here, evidence concerning Bernardâs past success does not create an inference of age discrimination because the key âperformance problemsâ upon which St. Jude based Bernardâs termination are undisputed, and, indeed, âoccurred after [Kieck] evaluated [Bernard] for the last time [in March 2016].â Lewis, 467 F.3d at 1138 (emphasis added). As such, on this record, no reasonable juror could find that, when St. Jude fired Bernard for âperformance-related reasons,â it was really trying to fire him because he was over the age of 40. For these reasons, the Court grants St. Jude summary judgment with respect to Bernardâs ADEA claim. 2. Disability Discrimination In light of this ruling, the only question with respect to Bernardâs disability discrimination claim is whether Bernard has pointed to evidence of âpretextâ that distinguishes this claim from his prior, age-related discrimination claim.15 Upon careful review of the record and briefing, the Court finds that Bernard makes only one argument 15 The Court skips to the âpretextâ step of analysis because, unlike his ADEA claim, Bernard does not point to any direct evidence of disability discrimination. Further, as it did above, the Court will assume that Bernard has stated a prima facie case of disability discrimination, and that St. Jude has articulated legitimate, non-discriminatory reasons for Bernardâs termination in response. about âpretextâ that the Court did not address above. Namely, that, given the timing between Bernardâs April 9, 2016 âimmuno therapyâ e-mail, St. Judeâs placement of Bernard on the PIP in May, and St. Judeâs eventual termination of Bernard in September, a reasonable juror could find that St. Jude âdesignedâ Bernardâs PIP âto last the entirety ofâ Bernardâs immuno therapy treatment, i.e., approximately three months, and could therefore infer that St. Jude fired Bernard, not for failing to complete his PIP, or for other performance-based reasons, but because he was ill. (Pl.âs Opp. Br. at 34.) The Court again disagrees; no reasonable juror could draw that inference from this record. This is so for three reasons. First, there is no evidence that St. Jude âdesignedâ the PIP to be incompatible with Bernardâs immuno therapy treatments. Not only did Bernard concede at his deposition that the PIPâs eight requirements were reasonable, and that he âshould have been able toâ complete the eight requirements by mid-August 2016, but, despite exchanging multiple e- mails with management about the PIP at the time, Bernard did not once claim (or even suggest) that his immuno therapy prevented him from completing the PIP. This silence on Bernardâs part matters because, in the ADA context, the burden is on the âdisabled employeeâ to âalert [their] employer to the need for an accommodation.â Kelleher, 817 F.3d at 632 n.6. Bernard did not âalertâ St. Jude that he needed such an âaccommodationâ here. As such, he cannot now fault St. Jude for failing to take his disability into account when designing his PIP, or when making a termination decision based on Bernardâs failure to complete that PIP. Second, even if discriminatory animus could be inferred from the mere timing between Bernardâs April 9 e-mail and the placement of Bernard on a three-month PIP, but see Cody v. Prairie Ethanol, LLC, 763 F.3d 992, 997-98 (8th Cir. 2014) (granting employer summary judgment on ADA claim, and noting that âtiming on its own is not sufficient to show that an employerâs non-discriminatory reason for an adverse employment action is merely pretextâ), this timing does not change the fact that, by September 2016, Bernard had failed to complete the eight requirements outlined in his PIP, and that this failure alone created a legitimate, non-discriminatory reason upon which St. Jude could base its termination decision. This conclusion holds especially true in light of other undisputed performance-related concerns that existed at the time of Bernardâs termination, namely, the ongoing decline in sales, the Mouron and Crawford complaints, and the Brookwood suspension incident. Third, as a general matter, the Court also finds it notable that, after Bernard was diagnosed with leukemia in March 2005, St. Jude allowed him to take time off to pursue chemotherapy (see, e.g., Bernard Dep. at 80-81), and then promoted him twice in the ensuing years, first to the position of âsenior sales representativeâ in July 2007, and then to the position of âterritory managerâ in January 2015 (albeit somewhat grudgingly the second time, as recounted supra at 6-7). This evidence âcreates a presumption againstâ disability discrimination on St. Judeâs part, in that it is âunlikelyâ that St. Jude would spend the better part of a decade helping Bernard recover from his leukemia diagnosis, only to then fire Bernard in September 2016 because of that same diagnosis (or, put differently, because of ongoing complications arising out of that same diagnosis). Cf. Haigh v. Gelita USA, Inc., 632 F.3d 464, 470 (8th Cir. 2011) (holding, in the age discrimination context, that âit is unlikely a supervisor would hire an older employee and then discriminate on the basis of age, and such evidence creates a presumption against discriminationâ). Consequently, no reasonable juror could infer from this record that St. Jude fired Bernard in September 2016 because he was undergoing immuno therapy treatment, rather than because of genuinely held performance-related concerns. For these reasons, the Court grants St. Jude summary judgment with respect to Bernardâs ADA claim. 3. Retaliation Finally, Bernard advances a retaliation claim that is premised on the same general allegations as his prior two discrimination claims. In short, Bernard argues that, because his complaints to Kieck on May 5 and May 14 constituted âprotected conduct,â under both the ADA and the ADEA, and because St. Jude (supposedly) âdid not begin addressing [Bernardâs] alleged [performance] deficienciesâ until after Bernard engaged in such conduct (but see Kieck Dec. ¶ 10 (alleging that he began drafting a PIP for Bernard before the May 5 meeting)), a reasonable juror could infer that St. Jude terminated Bernard four months later, on September 6, 2016, because he engaged in that protected conduct. (Pl.âs Opp. Br. at 41-43.) The Court disagrees on this count, too, for two reasons. First, Bernard fails to point to evidence from which a reasonable juror could find in his favor on the âcausation elementâ of a prima facie retaliation claim. As the Court noted above, a plaintiff can prove a prima facie case of retaliation by showing that, â(1) [he] engaged in a statutorily protected activity, (2) the employer took an adverse action against [him], and (3) there was a causal connection between the adverse action and the protected activity.â Prod. Fabricators, 763 F.3d at 972. Under this third element, the causation element, a plaintiff must show that their protected activity constituted a âbut-for cause of the alleged adverse action by the employer.â Musolf v. J.C. Penney Co., Inc., 773 F.3d 916, 919 (8th Cir. 2014). The Eighth Circuit has interpreted this requirement strictly, and has repeatedly held that, even if a âtemporal connectionâ exists between a plaintiff engaging in protected activity and a defendant taking adverse action against that plaintiff, undisputed evidence about âinterveningâ negative conduct by the plaintiff will âerode any causal connection that was suggested by [that] temporal proximity,â and will accordingly entitle the defendant-employer to summary judgment. Kiel v. Selected Artificials, Inc., 169 F.3d 1131, 1136 (8th Cir. 1999) (en banc) (affirming grant of summary judgment); see also Musolf, 773 F.3d at 919 (same); Lenzen v. Workers Comp. Reinsurance Assân, 705 F.3d 816, 821-22 (8th Cir. 2013) (same). The facts of Kiel illustrate the strictness of this causation requirement. In that case, a deaf employee requested that his employer purchase him a special phone that would help him better conduct his business. Kiel, 169 F.3d at 1134. After his employer rejected this request, the plaintiff accused the employer of being âselfishâ and then âslammed his desk drawer.â Id. All of this occurred in front of the plaintiffâs colleagues. Id. Although the plaintiff apologized later that day, the employer decided to immediately terminate the plaintiff for his supposedly âinsubordinateâ conduct. Id. On these facts, the Eighth Circuit found that, although the employer terminated the plaintiff on the same day he engaged in protected conduct, i.e., the day he requested a special phone, the âinterveningâ ânegative conductâ by the plaintiff, i.e., his ârudeâ response to the employerâs denial of his request, meant that no reasonable juror could find that the employer fired the plaintiff âbecause ofâ his protected conduct. Id. at 1136. This case is far easier than Kiel. Here, numerous negative âinterveningâ events occurred in the months between the at-issue May 5 meeting and Bernardâs termination, most notably Bernardâs failure to comply with his PIP in any substantial manner. (See also supra at 40-41 (describing other âinterveningâ events that occurred after May 5).) These events, accordingly, âerode[] any causal connection that was suggested by the temporal proximity of [Bernardâs] protected conduct [on May 5 and May 14] and his termination [on September 6].â Kiel, 169 F.3d at 1136. Second, even if a reasonable juror could find for Bernard on causation, Bernard has failed to meet his burden with respect to âpretext,â too, for the reasons described above. (See Pl.âs Opp. Br. at 43 (relying on the same pretext arguments rejected supra).) For these reasons, the Court grants St. Jude summary judgment with respect to Bernardâs retaliation claims. D. The Minnesota State Law Claims Although Bernard also asserts various state law discrimination claims under the MHRA, these claims fare no better than his federal law claims. Most importantly, the MHRA only applies to âemployeesâ who âreside or work inâ Minnesota. Minn. Stat. § 363A.03, subd. 15. However, it is undisputed that, at all relevant times, Bernard lived and worked in Alabama, not Minnesota. (See supra at 2.) Accordingly, Bernard lacks standing to assert claims under the MHRA. See, e.g., Wilson v. CFMOTO Powersports, Inc., No. 15-cv-3192 (JRT/JJK), 2016 WL 912182, at *5 (D. Minn. Mar. 7, 2016) (âCourts have generally found, and this Court agrees, that a plaintiff must either reside or work in Minnesota to have standing to assert claims under the MHRA.â). For this reason, the Court grants St. Jude summary judgment with respect to Bernardâs MHRA claims.16 III. CONCLUSION The Court acknowledges that Bernard served St. Jude well for years, and that he did so while battling serious health complications. As such, St. Judeâs decision to terminate Bernard might appropriately be described as unfair. However, as the Court emphasized above, the only relevant question for purposes of this motion is whether a reasonable juror could conclude, from this record, that St. Jude terminated Bernard on September 6, 2016 for an illegal reason; deciding whether St. Judeâs treatment of Bernard was âwiseâ or âfairâ lies outside this Courtâs âprovince.â Wilking, 153 F.3d at 873. Consequently, because the record does not suggest that St. Jude acted illegally here, the law requires the Court to find in St. Judeâs favor. 16 The Court also notes that, even if Bernard did have standing to assert claims under the MHRA, it would not affect the outcome of this case. This is so because Minnesota courts generally treat MHRA discrimination and retaliation claims identically to their federal law counterparts. See, e.g., Hustvet v. Allina Health Sys., 910 F.3d 399, 412 (8th Cir. 2018). Therefore, because the Court has found that St. Jude is entitled to summary judgment as to Bernardâs federal law claims, the Court would be dutybound to find that St. Jude is entitled to summary judgment as to Bernardâs MHRA claims, too. Based on the submissions and the entire file and proceedings herein, IT IS HEREBY ORDERED that Defendant St. Jude Medicalâs Motion for Summary Judgment [Doc. No. 34] is GRANTED. LET JUDGMENT BE ENTERED ACCORDINGLY. Dated: July 10, 2019 s/Susan Richard Nelson SUSAN RICHARD NELSON United States District Judge
Case Information
- Court
- D. Minnesota
- Decision Date
- July 10, 2019
- Status
- Precedential