Plaintiff Patrick J. Medlock appeals from a district court order granting summary judgment to his former employer, United Parcel Service, Inc. (UPS), on his federal claim under the Age Discrimination in Employment Act (ADEA) and his correlative state
“Burk
tort” claim,
see Burk v. K-Mart Corp.,
I. Legal Framework
We view the facts, and all reasonable inferences therefrom, in a light most favorable to Mr. Medlock, the party opposing summary judgment.
Id.
“Summary judgment is ... appropriate if, but only if, the evidence reveals no genuine issue of material fact and the movant is entitled to judgment as a matter of law.”
Id.
“The burden of showing that no genuine issue of material fact exists is borne by the moving party.”
EEOC v. Horizon/CMS Healthcare Corp.,
This case differs from the typical discriminatory-termination suit in that it is not really about Medlock’s termination, which was based on a legitimate disciplinary policy that he concedes (as he must on our record) was evenhandedly applied. Rather, the focus of this ease is on the allegedly discriminatory refusal to reinstate Medlock like many other employees initially terminated for the same or similar conduct. See Reply Br. at 10 (clarifying that “[t]he disparate treatment practiced on Medlock by UPS was not his initial employment termination ..., but UPS’ refusal to reinstate Mr. Medlock during the grievance process”). Thus, the crux here is not the reason given for terminating Medlock, but the explanation given for denying his grievance seeking reinstatement.
In order to defeat summary judgment by creating a triable issue of pretext, Med-lock had to show “such weaknesses, implausibilities, inconsistencies, incoherencies, or contradictions in the [explanation for denying reinstatement] ... that a reasonable factfinder could rationally find [it] unworthy of credence and hence infer that [UPS] did not act for the asserted nondiscriminatory reasons.”
Trujillo v. PacifiCorp,
II. General Factual Background
Medlock lost his job as a driver for UPS when he was fifty-six years old. He was fired by Tulsa Division Manager Marc
The runaway accident occurred when Medlock was making a delivery to a gated location on his rural route. He exited his truck to punch in the code for the gate, which began to open very slowly inward. While waiting for the gate, he went to the back of the truck to prepare packages for delivery. At this point the truck moved forward and rolled into the gate, which later had to be cut off from the front bumper with a welding torch. Medlock promptly reported the incident to the UPS office. Two supervisors, one of whom was Mr. Kashwer, arrived to investigate and bring Medlock back to the UPS Tulsa hub. Another driver completed his deliveries for the day and Medlock was placed on paid leave pending investigation results. His truck, in particular its parking brake and transmission assembly, were inspected and found to be in good working order by UPS Automotive Supervisor Richard Hawk and a UPS mechanic.
Kashwer brought the information, documents, and findings of the investigation to Cortez, who made the decision to terminate Medlock for an avoidable runaway accident pursuant to Article 52 of the CBA. Prior to that, however, Medlock-who insisted he had properly set the parking brake and put the truck in gear-suggested that an engine compression problem might have caused the truck to roll despite his precautions. The truck was sent for further testing, which did not support Med-lock’s exculpatory suggestion. He was terminated and thereafter denied reinstatement, as already touched on above.
There are additional pertinent facts, particularly relating to Medlock’s conduct in the grievance process and UPS’s reinstatement of other employees who were terminated for comparable Article 52 infractions. We set out and address these facts where relevant to the analysis of the legal issues raised by this appeal, to which we turn next.
III. Discipline, Reinstatement, and Pretext
The bulk of Mr. Medlock’s argument on appeal concerns the treatment of eight younger UPS drivers who he asserts were similarly situated to him by virtue of their misconduct but kept their jobs. Like Medlock, these “comparators” were initially fired by Division Manager Cortez for Article 52 infractions. All save one, however, were reinstated voluntarily by UPS- and by the same managers, Cortez and District Labor Manager Hoffman, who refused to reinstate Medlock. He also discusses another set of younger terminated-but-reinstated drivers that is both narrower and broader than the first: narrower in that these three drivers all committed the same Article 52 infraction as Medlock, and broader in that two fall outside the scope of Cortez’s tenure at the Tulsa division. One driver, Travis Thompson, fits into both groups and is the subject of Med-lock’s sharpest comparison for pretext purposes, so we will consider him first. But before we get to any of the identified comparators, we address a threshold ob
UPS relies primarily on a district court decision holding that a plaintiff “cannot base a Title VIL claim on the [more favorable] settlement of other employees’ grievances.”
Magruder v. Runyon,
Cortez terminated Travis Thompson under Article 52 after an avoidable runaway accident, but later agreed to reinstatement in settlement of Thompson’s resultant grievance. At his deposition, Cortez explained that the basis for reinstating Thompson — and, as we will see, several other comparators — was that Thompson admitted and expressed remorse for the infraction.
See
ApltApp. at 319-21. Cortez specifically noted that remorseful acknowledgment of error is what distinguished Thompson from Mr. Medlock.
6
Id.
at 322-23. Medlock does not challenge the soundness of treating employees who admit error and indicate a motivation to avoid it in future differently than those who do not — nor would we be in a position to second-guess such business judgment in any event,
see, e.g., Salguero v. City of Clovis,
First, Medlock notes that Cortez could not remember the incident involving Thompson when initially questioned about it, yet an hour later was able to come up with the specific reasons why he reinstated Thompson but not Medlock. But a straightforward explanation for this came from Cortez himself: he had “been looking through the paperwork over the last hour” and had refreshed his memory. Aplt.App. at 320. Medlock cites no authority, nor are we aware of any, indicating that a memory refreshed in this way is per se insufficient to support summary judgment. On the contrary, see
Crockett v. Abraham,
Second, Medlock points to one response in Cortez’s deposition where he referred to Thompson as “[tjhis young man.” Aplt.App. at 320. We cannot agree with Medlock that this one passing use of a common colloquial reference to a younger adult male, used well after the operative events giving rise to this suit, materially undercuts the facial neutrality of the reason given by Cortez for reinstating Thompson but not Medlock.
Third, Medlock makes much of Cortez’s acknowledgment that his practice of reinstating Article 52 violators who admitted misconduct and pledged to correct it was not mandated by a formally documented UPS policy. Evidently, the tacit premise here is that an otherwise reasonable justification for a business decision somehow loses its legitimacy simply because it reflects an exercise of managerial judgment rather than a ministerial execution of written policy — as if a manager
Finally, and more materially, Med-lock cites this qualification by Cortez in his response regarding the reinstatement of a hypothetically remorseful Medlock:
If Mr. Medlock had come in and said “I left the vehicle in neutral” or “I didn’t set the park brake; it was my fault, I’m remorseful[,]” then the outcome could have turned out differently. I can’t sit here and say yes, for sure he would have been able to come back.
Chances are I would have [let him come back],
Aplt.App. at 323 (emphasis added). There is no further elaboration or follow-up explanation of this qualification, at least on the incomplete record of the deposition provided us. Thus, we are left with a bald concession by the decision-maker that, even if the asserted justification for treating Medlock differently had been absent, he might still have been treated differently-
There may well be other reasonable interpretations of or explanations for the qualification expressed by Cortez, but one is relevant to the critical issue of motivation: it is an acknowledgment that the reason given as the sole basis for reinstating Thompson but not Medlock was not necessarily the only basis for treating these two employees differently. Thus, the asserted justification for the disparate treatment does not fully negate the possibility that age discrimination could have played a role in a potentially mixed-motive decision.
This does not avail Medlock on his ADEA claim, for which it is not the employer’s burden to negate any possible contributory role played by age in the challenged adverse action but, conversely, the employee’s burden to show that age was the “but for” cause of the action.
Gross v. FBL Fin. Servs., Inc.,
— U.S. -, -,
In sum, the comparison with Thompson does not create a triable issue of pretext— or, alternatively, in prima facie case terms, the comparison does not give rise to a reasonable inference of age discrimination, see supra note 5. We turn next to the other Article 52 violators who were reinstated.
B. The Other Comparators
One other driver, Tim Randolph, was reinstated by Matt Hoffman after an avoidable runaway accident. Cortez was not involved in the termination or the reinstatement, but Hoffman’s participation in the reinstatement arguably suffices for a comparison to Medlock. But this comparison does not support Medlock’s case, for the same reason the comparison to Thompson does not: the reason given for reinstating Randolph was his admission of error, which clearly distinguishes his situation from Medlock’s. See Aplt.App. at 146. 8 The record shows one other avoidable runaway accident resulting in the termination-and-reinstatement of a driver, Terrence Galloway, in 2003. See id. at 434-35. While Medlock refers in passing to this incident, he does not include it in his set of comparables, and for good reason: the incident occurred before Cortez became Division Manager in 2006 and Hoffman became District Labor Manager in July 2005, so neither of the decision-makers in Medlock’s case were involved.
The rest of the comparables involve reckless accidents or failures to
There is one unexplained reinstatement decision, made before Cortez had arrived but after Hoffman had been made District Labor Manager. Brad Popejoy was terminated for failing to report an accident in September 2005, but reinstated by a grievance settlement for which UPS had “insufficient data” to identify the basis for settlement and who made the decision.
See
Aplt.App. at 147. This one factual gap in the record hardly creates a triable issue of pretext as to the reasons given for the decisions in all other Article 52 cases, including Medlocks’. To state the obvious,
missing
evidence, by definition, cannot establish facts that the evidence, if present, would have shown. The data insufficiency here demonstrates nothing more than
we cannot say
what the reasons were for reinstating Popejoy. To conclude somehow from this that Popejoy was reinstated for reasons that cast doubt on the justification for not reinstating Medlock would be sheer conjecture, which we have long recognized is an inadequate basis on which to oppose summary judgment,
see, e.g., Hinds,
C. Other Evidence of Pretext
Medlock contends that three other facts bolster his case for a triable issue on pretext. Not one of these is material.
First, he notes that he had been repeatedly admonished about not working fast enough, and had found it necessary to file numerous grievances over working excessive hours in order to complete his route. There is no evidence that work speed played a role in Medlock’s termination and non-reinstatement; Cortez specifically testified to the contrary. But, even if it had played a role, that would not support Medlock’s discrimination claim. Work speed or productivity is a facially neutral and obviously relevant performance criterion for a delivery driver. Had Medlock presented persuasive evidence demonstrating that the reasons given for terminating and not reinstating him were pretexts for getting rid of an unacceptably slow worker, that would not forestall summary judgment for UPS on his claims of age discrimination: “an employer would be entitled to judgment as a matter of law if
Second, Medlock notes that the parking brake and clutch on his truck were adjusted shortly after it was put back in action following his accident, and its tires were replaced as well. While the extensive testing done immediately after the accident, which found the truck in working order, would seem more compelling, we agree that this additional evidence, particularly the brake and clutch work, would have lent some support to Medlock’s position in the grievance proceedings that some mechanical failure must have been responsible for his runaway accident. Regrettably, as the undisputed evidence in our record shows, these subsequent repairs were not brought to the attention of the decision-makers in Medlock’s case. For that same reason, of course, the fact of the repairs does not undercut the validity of the decisions to terminate Medlock and deny his grievance seeking reinstatement.
Finally, Medlock points out that UPS opposed his application for unemployment benefits and that the agent engaged by UPS to represent it in the proceedings falsely stated that Medlock had left the scene of the accident, failed to report the accident, and had only been put on suspension or disciplinary leave. Needless to say, the agent’s actions are disreputable and distressing. But there is no evidence tying those actions to the decision-makers involved in Medlock’s termination and non-reinstatement. And UPS’s opposition to Medlock’s application for benefits on the ground of misconduct does not imply any hidden agenda, much less a specifically age-discriminatory agenda, behind the decisions made by Cortez and Hoffman. In their view, Medlock had committed a serious infraction by failing to follow prescribed procedures and then attempted to deny responsibility for his actions.
In sum, Medlock has not demonstrated a triable issue of pretext through comparison with other UPS employees or presentation of other circumstances sufficient to support a reasonable inference of age discrimination. As noted at the outset, however, he also insists that he offered direct evidence sufficient to make out a triable case of discrimination. We turn to that point next.
IV. Direct Evidence of Age Discrimination
The direct evidence Medlock offered to show age bias consisted of a conversation with Brent Kashwer, his direct supervisor, in the parking lot of the UPS Tulsa Center within a week of his termination. Med-lock’s version of the conversation, which we must credit at the summary judgment stage even if Kashwer were to dispute it, included two exchanges that he contends reveal age bias. The conversation began with Kashwer telling Medlock that he “ ‘need[ed] to speed up’ ” his work and adding, “ T don’t know what we are going to do with you.’ ” Aplt. Opening Br. at 20 (quoting ApliApp. at 403-04).
9
This initial
The latter part of the conversation, touching on the subject of retirement, is more intrinsically related to age. Kashwer asked Medlock, “ ‘How long he would continue working for UPS.’ ”
Id.
(quoting Aplt.App. at 403). Tired of being harassed off the clock about UPS business, Medlock stated that he intended to work until he was 80, to which Kashwer replied “ ‘No we can’t have that.’ ”
Id.
(quoting Aplt.App. at 404). One such brief, and apparently facetious, exchange would be a slender reed indeed on which to send a case to trial for discrimination, even if the supervisor making the comment had been the decision-maker with respect to the action challenged as discriminatory. Here, it is undisputed that Kashwer exercised no authority as to either Medlock’s termination or the denial of his reinstatement, nor is there any evidence that he attempted to indirectly determine the outcome in either case. “In order to rely on age related statements, [plaintiff] must show that they were made by a decision maker, and that there was a nexus between the discriminatory statements and the decision to terminate.”
McKnight v. Kimberly Clark Corp.,
In sum, Medlock failed to present material direct evidence of age bias. We are thus left with a record that does not support an inference of discrimination either directly or through undermining the legitimate and facially neutral reasons given for his termination and non-reinstatement. The district court therefore properly granted summary judgment for UPS on Medlock’s ADEA claim.
V. Burk Tort Claim
Medlock argues that the district court erred in summarily concluding that his Burk tort claim for age discrimination failed for the same reasons that his ADEA claim failed, because the two claims are governed by different causation standards. We recognize the difference in legal standards, but conclude that it is not material to the disposition of this case.
While, as noted earlier, the “significant factor” test for the
Burk
tort claim does not require but-for causation, it imposes much more than some de minimus burden on the plaintiff. It “requir[es] a showing of more than a mere causal link,” in that “a factor may be a cause without being significant.”
Elzey v. Forrest,
It is not necessary to set out our evaluation of the deficiencies in Med-lock’s evidence all over again here specifically with reference to the significant-factor test. What we have already said should adequately explain why, in our view, Medlock has failed to create a triable ease that age played any role, much less a significant role, in the decisions to terminate his employment under Article 52 and subsequently to deny reinstatement in the
The judgment of the district court is AFFIRMED.
Notes
. The Oklahoma Supreme Court has recently confirmed that a
Burk
tort claim is available for age discrimination, notwithstanding the existence of the federal statutory remedy un
. We recognize that the district court did not address some evidence Medlock had offered to show age discrimination directly, distinct from the method of indirect proof set out in
McDonnell Douglas Corp. v. Green,
. UPS advances this as an argument that Medlock has failed to establish a prima facie case of age discrimination, but the authority it relies on concerns the demonstration of pretext, which is also the focus of our review here.
.
Carey
did not involve disparate resolution of similar employee grievances, as present here and in
Magruder,
but an entirely different situation. In
Carey,
a white plaintiff alleged discrimination after losing out on a promotion to a black co-worker. The employer explained that it gave the promotion to the co-worker to settle an EEOC complaint he had brought for being passed over for promotion earlier. All
Carey
held was that "[Conciliation agreements which settle Title VII claims may not be considered independent acts of discrimination against those not benefitted by the agreement.”
. UPS advances several arguments for affirming summary judgment at the prima facie case stage of the analysis rather than the pretext stage at which the district court made its ruling. These arguments are generally meritless. First, UPS cites Medlock's failure lo show that his route was given to a younger driver after his termination, as if that were a necessary element of the prima facie case in every age discrimination suit. But the appropriate formulation of the prima facie case is flexible, looking to those logically salient circumstances of each case that may raise the requisite inference of discrimination.
Plotke v. White,
. Matt Hoffman, who jointly resolved Med-lock’s local grievance (and those of the comparators) with Cortez, expressed a stronger version of this rationale for refusing to reinstate Medlock: Hoffman felt Medlock was prevaricating in his attempt to deny his own operating error and deflect responsibility for the runaway accident through vague and unsubstantiated suggestions of mechanical failure. See Aplt.App. at 162-63 (deposition pages 69-74).
. The
Gross
but-for standard does not apply to
Burk
tort claims. Such claims are governed by a "significant factor” test,
Vasek v. Bd. of County Comm’rs,
. The cited document is a chart of drivers terminated for Article 52 violations since June 27, 2004 (this predates the tenure of Cortez and Hoffman, so not all of the drivers are discussed in the parties’ briefing). It recites infraction dates and descriptions, terminating supervisors, subsequent grievance decisions, reasons for the decisions, and the grievance decision-makers. It was attached as an exhibit to Matt Hoffman’s affidavit, which recited that the "chart accurately represents the information contained therein.” Aplt.App. at 139. Medlock objects that the chart lacks an adequate foundation. Its conclusory affirmation of accuracy, with no statement of the factual basis for the affirmation, much less a showing of personal knowledge of the facts, is problematic. But UPS relied on the chart in its summary judgment motion, see, e.g., 26, 34, 39, and Medlock raised no objection in his response (and he has failed to provide a transcript of the hearing, in the event he objected then). Moreover, the chart summarizes information in UPS’s answers to interrogatories, see id. at 421-30, which Medlock himself offered into evidence and relied on. Under the circumstances, we consider any objection to the chart waived.
. The quotations above are from Medlock’s interrogatory answer about the incident. His appellate brief also refers to an affidavit from a third-party witness that supports his account, though the affidavit is less specific in certain respects. See Aplt. Opening Br. at 20 (quoting Aplt.App. at 405).
.
Burk
provides a tort remedy only for an employee's actual or constructive
discharge. See, e.g., Vasek v. Bd. of County Comm’rs,
Indeed, there may be a second threshold impediment to Medlock's
Burk
tort claim. Medlock was not terminable at will: Article 52 of the CBA provides that UPS must have "just cause” in order to fire an employee. Aplt.App. at 144. The Oklahoma cases uniformly cite as an element of the
Burk
tort that the plaintiff be an at-will employee. Earlier in the development of this area of the law, we predicted "that Oklahoma would permit a
Burk
action by an employee who could be fired only for 'just cause.’ ”
Davies v. Am. Airlines, Inc.,
