627 S.W.3d 324
Tex.2021Background
- Cathryn Davis, Senior Paralegal hired in 2006, worked in Apache Corporation's Houston litigation department; two younger paralegals were promoted earlier, straining relations with her supervisor, Dominic Ricotta.
- In November 2012 Apache tightened business-hour and overtime rules; Ricotta instructed employees to submit a compliant 40-hour schedule; Davis repeatedly refused to submit a schedule within policy and worked unauthorized overtime.
- On December 3, 2012 Davis emailed management alleging a hostile work environment and—in one sentence—complained of a "pervasive negative attitude" toward female employees; she threatened litigation if terminated.
- Apache investigated (with the HR lawyer Davis requested); the investigation found no evidence of discrimination. Apache terminated Davis on January 25, 2013, citing insubordination (noncompliant schedule and unapproved overtime).
- A jury found Apache retaliated against Davis for complaining of age or gender discrimination and awarded damages; the court of appeals affirmed; the Texas Supreme Court granted review.
- The Texas Supreme Court reversed, holding there was no evidence that but for Davis's gender-discrimination reference Apache would not have terminated her when it did.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether Davis proved but-for causation for her retaliation claim under Tex. Lab. Code § 21.055 | Davis: Her December 3 complaint (including a one-sentence gender allegation) caused termination; timing, decisionmaker knowledge, post-complaint negative attitude, and shifting reasons support causation | Apache: Termination was for legitimate, undisputed insubordination (failure to submit a compliant schedule; unauthorized overtime); decision was contemplated before the email | Court: Reversed — under Hinds but-for standard plaintiff must show without the protected activity the adverse action would not have occurred when it did; evidence showed Apache would have discharged Davis for insubordination regardless, so no but-for causation was proved |
Key Cases Cited
- Texas Dep't of Human Servs. v. Hinds, 904 S.W.2d 629 (Tex. 1995) (establishes but-for causation standard for retaliation/whistleblower claims)
- Alamo Heights Indep. Sch. Dist. v. Clark, 544 S.W.3d 755 (Tex. 2018) (applies but-for standard in employment retaliation under state law and lists circumstantial factors for analysis)
- Continental Coffee Prods. Co. v. Cazarez, 937 S.W.2d 444 (Tex. 1996) (identifies multi-factor test courts have used to assess circumstantial causation evidence)
- City of Fort Worth v. Zimlich, 29 S.W.3d 62 (Tex. 2000) (uses similar factors; warns that supervisor's negative attitude alone is insufficient to prove causation)
- Office of the Attorney General v. Rodriguez, 605 S.W.3d 183 (Tex. 2020) (reiterates that an adverse action "based solely" on non-protected reasons defeats causation)
- Univ. of Tex. Southwestern Med. Ctr. v. Nassar, 570 U.S. 338 (2013) (Supreme Court: Title VII retaliation requires but-for causation)
- Clark Cnty. Sch. Dist. v. Breeden, 532 U.S. 268 (2001) (employer's proceeding along previously contemplated lines is not evidence of retaliatory causation)
