Litigation

Klein Tools, Inc. v. Milwaukee Electric Tool Corp. et al.

institution denied

IPR2024-01401

Filed
2024-09-17
Terminated
2025-06-09

Patents at issue (1)

Plaintiffs (1)

Summary

PTAB inter partes review petition by Klein Tools challenging US 11,794,952 B2. Institution was initially granted, but on Director Review the Acting Director vacated the institution decision and denied institution, finding the Board misweighed Fintiv factors in view of the parallel ITC investigation; no trial was instituted.

Case overview & background

Plain-language overview of the case: parties, accused product, patents at issue, and why the suit matters.

I'll research this case across PTAB, ITC, and district court sources.

Let me dig into the district court case, the judges, and the related IPR filings.

Now let me pin down the IPR petition's grounds, the institution decision, and the counter-litigation.

Case Overview & Background

A note on framing before the substance: IPR2024-01401 is not itself an infringement action — it is a PTAB inter partes review petition. The "plaintiff/defendant" labels in the case metadata track the PTAB caption (Klein as petitioner), which inverts the alignment in the actual infringement suits. In the litigation, Milwaukee is the plaintiff/complainant and Klein is the defendant/respondent. The IPR is the third front in a two-way, all-operating-company patent war over modular tool storage.

The parties. Milwaukee Electric Tool Corporation (Brookfield, WI) is a manufacturer and worldwide marketer of power tools, hand tools, and storage products, including its PACKOUT™ modular storage system — the asserted patents' commercial embodiment. Keter Home and Garden Products Ltd. (Herzliya, Israel) is an Israeli plastics/resin products manufacturer that co-owns the patents by assignment with Milwaukee and manufactures some of the PACKOUT articles Milwaukee relies on for the ITC domestic-industry showing. Klein Tools, Inc. (Lincolnshire, IL) is a hand-tool and storage manufacturer that sells the accused MODbox™ line. There is no NPE/PAE, university, or aggregator anywhere in this dispute — it is competitor-versus-competitor, and notably a two-way one: Klein separately asserted its own patents (glow fish tape and safety helmet systems) against Milwaukee in ITC Inv. No. 337-TA-1442 and D. Del. C.A. No. 1:25-cv-00143-JLH, obtaining a limited exclusion order and cease-and-desist order against Milwaukee on claim 6 of U.S. Patent No. 12,187,573 in the Commission's November 4, 2026 final determination. Each side now holds an exclusion order against the other.

The technology and patents. The accused products are components of Klein's MODbox™ system — rolling, medium, and small toolboxes, full- and half-width component boxes, a tool bag, and a cooler — marketed as "a modular System with locking components" allowing users to interchange and stack units vertically and side-to-side. The patents-in-campaign (all sharing one specification, the same four inventors — Brunner, Squiers, Hoppe, and Hyma — and priority to provisional 62/330,334, filed May 2, 2016) are: U.S. 11,794,952 ("Utility Assembly and Coupling Mechanism," issued Oct. 24, 2023, 23 claims) — claims a container assembly in which a female coupler (recesses bounded by sidewalls, a back wall, and a rib) on one container's lid receives a male coupler (tongue/projection) on the bottom of a second, retained by a toggle locking latch so stacked boxes detachably lock together; U.S. 11,365,026 (issued June 21, 2022, 11 claims) — the parent-family coupling mechanism; and U.S. 11,952,167 (issued April 9, 2024) — adds corner bumpers and a dimensional limitation that the second container be approximately one-half the width of the first, aimed at half-width boxes stacked on full-width units.

Procedural posture, and why it matters. Milwaukee and Keter sued Klein in N.D. Ill. (1:24-cv-04928, filed June 13, 2024, assigned to Judge Andrea R. Wood, Mag. J. Jeffrey T. Gilbert) and filed the companion ITC complaint; the district court stayed the case on August 15, 2024 pending the ITC investigation (Dkt. 16), a stay that remains in place. Klein filed IPR2024-01401 on September 17, 2024, challenging all 23 claims of the '952 patent on §103 grounds built principally on Burchia and Metabowerke (with Lafragette, Chen, Lin, and Bensman in various combinations). The Board instituted, finding a reasonable likelihood as to at least claims 9 and 17 and calling the merits "particularly strong." Milwaukee sought Director Review; on June 9, 2025, Acting Director Coke Morgan Stewart granted review, vacated institution, and denied institution (Paper 22), holding the panel misweighed Fintiv factors 1 and 4 — the ITC was unlikely to stay, had already completed a full evidentiary hearing, and would issue its final determination roughly six months before the Board's statutory deadline, with the same parties, same claims, and overlapping prior art — and that the factor 6 merits did not outweigh those concerns. The case is notable on three axes: (1) it is a rare Director Review vacatur of a merits panel's institution decision, and it came just months after the February 2025 rescission of the 2022 Fintiv memo, effectively departing from the Board's POSCO approach to parallel ITC proceedings; (2) it was not isolated — the Director/Deputy Director denied five Klein petitions across two rounds, including IPR2024-01400 ('026), IPR2025-01018 ('167), and three September 12, 2025 denials, closing the PTAB as an invalidity forum for the family and leaving the ITC as the sole live validity adjudicator; and (3) that bet did not pay off for Klein — the CALJ's August 1, 2025 FID found a §337 violation on all three patents, and the Commission's September 29, 2026 determination affirmed violation as to the '026 and '952 patents, issued an LEO and CDO against Klein, and set an 18% bond, remanding only the '167 patent. The upshot for the stayed Illinois case is that Klein's invalidity defenses were largely aired and rejected in a forum that cannot invalidate patents, while validity remains formally unresolved for the district court.

Sourcing caveats. The June 9, 2025 Director Review decision (Paper 22) is well documented and reproduced on USPTO's site, as is the ITC's final determination (91 FR, Oct. 2, 2026) and the FID. Board paper numbers for the institution decision appear inconsistently in the record (cited as both Paper 16 and Paper 17 across the Director's decision and Klein's briefing); I have not verified the precise institution date, the full ground-by-ground mapping in the petition, or the current post-remand status of the '167 patent at the Commission (target date extended to Nov. 16, 2026). I also could not independently confirm the specific docket entry for the N.D. Ill. stay beyond Dkt. 16, and I have no reliable market-share data for PACKOUT versus MODbox — claims about relative market position would be speculation.

Key legal developments & outcome

Major rulings, motions, claim construction, settlements, and the present posture or final disposition.

I'll research this case and its parallel proceedings now.

Key facts are emerging. Let me dig into the district court docket, the earlier dismissed case, and current appellate posture.

Now let me pin down the IPR institution decision, the '167 IPR, and current appellate/ITC posture as of today.

Plaintiff representatives

Counsel of record for the plaintiff(s): attorneys, firms, and roles (lead counsel, of counsel, local counsel).

I'll research the counsel of record for Klein Tools across the related proceedings.

Let me pin down the district court and ITC counsel for Klein Tools as plaintiff/complainant.

Threshold point on "plaintiff(s)"

In IPR2024-01401 itself, the party on the plaintiff side is Klein Tools, Inc. — but its role is petitioner (Milwaukee/Keter are patent owner/respondent). Klein Tools' PTAB counsel of record in this proceeding is Quinn Emanuel. Klein Tools is separately the plaintiff/complainant in the parallel infringement track arising from the same accused products (D. Del. and ITC), where it is represented by Kirkland & Ellis + Richards, Layton & Finger. I've listed both, since the question references "plaintiff(s) in this patent infringement case."


1. Counsel of record for Klein Tools in IPR2024-01401 (PTAB)

Source: Paper 22, Klein Tools, Inc. v. Milwaukee Elec. Tool Corp., IPR2024-01400/-01401 (PTAB June 9, 2025) (Acting Director review, denying institution), which lists "For PETITIONER" counsel — the terminating paper in this case, so it is the authoritative counsel-of-record snapshot. (uspto.gov PDF)

Attorney Role Firm / office Note
James M. Glass (Reg. No. 46,729) Lead counsel Quinn Emanuel Urquhart & Sullivan LLP — New York, NY (295 5th Ave.) Quinn Emanuel PTAB practice leader; registered practitioner and the designated lead in Klein's IPR/PGR filings against Milwaukee, including IPR2025-01018.
Joseph Milowic III (Reg. No. 52,034) Back-up counsel Quinn Emanuel — New York, NY Registered practitioner; repeat PTAB counsel for Klein alongside Glass.
Brianne M. Straka (Reg. No. 70,152) Back-up counsel Quinn Emanuel — Chicago, IL (191 N. Wacker Dr., Ste. 2700) Also Klein's Chicago counsel of record defending the N.D. Ill. mirror litigation (Milwaukee Elec. Tool Corp. v. Klein Tools, 1:24-cv-04928), with David A. Nelson.
Quincy Lu (Reg. No. 76,954) Back-up counsel (confirmed in Klein's later 2025 petitions; not listed in the Paper 22 caption) Quinn Emanuel — Seattle, WA Flagged: his appearance in -01401 specifically is not confirmed by the sources I could reach; confirmed for IPR2025-01018 mandatory notices.

Service address of record: KleinTools_IPR@kirkland.com appears on Klein's patent-owner-side filings (see below) — note the PTAB docket for -01401 lists the Quinn Emanuel emails (jimglass@, josephmilowic@, briannestraka@quinnemanuel.com).

2. Counsel for Klein Tools as plaintiff/complainant in the parallel infringement actions

These are the cases the Fintiv analysis in -01401 turned on: Klein Tools, Inc. v. Milwaukee Electric Tool Corp., No. 1:25-cv-00143 (D. Del., filed Feb. 4, 2025) and In re Certain Glow Fish Tape Systems, Safety Helmet Systems, and Components Thereof, Inv. No. 337-TA-1442 (ITC, instituted Mar. 19, 2025, 90 Fed. Reg. 12790).

Kirkland & Ellis LLP (lead / trial counsel)

Sources: D. Del. docket entries 7–8 (PHV motion and order, Feb. 12–13, 2025, Judge Jennifer L. Hall) and the ITC First Amended Complaint's "Counsel for Complainant" block (May 5, 2025).

Attorney Role Firm / office Note
Gregory S. Arovas, P.C. Lead trial counsel (PHV admitted in D. Del.) Kirkland & Ellis — New York, NY (601 Lexington Ave.) One of Kirkland's most senior patent trial lawyers; first-named Kirkland New York attorney on Klein's ITC complaint.
Ryan Kane, P.C. Trial counsel (PHV admitted in D. Del.) Kirkland & Ellis — New York, NY Also designated Klein's back-up PTAB counsel in PGR2025-00048 (Milwaukee's challenge to Klein's '573 patent).
Alan (Alan M.) Rabinowitz (Reg. No. 66,217) Trial counsel (PHV admitted in D. Del.); PTAB back-up Kirkland & Ellis — New York, NY Registered practitioner; back-up counsel for Klein as patent owner in PGR2025-00048.
Paul F. Brinkman, P.C. ITC lead / Section 337 counsel (PHV admitted in D. Del.) Kirkland & Ellis — Washington, DC (1301 Pennsylvania Ave., N.W.) Kirkland's ITC practice anchor; first-named signatory on Klein's ITC complaint letterhead.
W. Todd Baker (Reg. No. 45,265) PTAB lead counsel for Klein (patent-owner side); not a D. Del. appearance Kirkland & Ellis — Washington, DC Lead counsel in PGR2025-00048 and corresponds at KleinTools_IPR@kirkland.com.
Jae Hyun Kim ITC team Kirkland & Ellis — New York, NY Listed on the ITC complaint's counsel block only.
Mara Greenberg ITC team Kirkland & Ellis — New York, NY Listed on the ITC complaint's counsel block only.
Robert Endrizzi ITC team Kirkland & Ellis — New York, NY Listed on the ITC complaint's counsel block only.

Richards, Layton & Finger, P.A. (Delaware local counsel)

Attorney Role Firm / office Note
Kelly E. Farnan Delaware counsel of record Richards, Layton & Finger — Wilmington, DE Filed the D. Del. complaint (No. 1:25-cv-00143) and Rule 7.1 disclosure; standard D. Del. Local Rule 83.5(d) Delaware-counsel arrangement with Kirkland as PHV counsel.
Sara M. Metzler Delaware filing attorney Richards, Layton & Finger — Wilmington, DE Appears as the ECF filer on the PHV motion and fee payment; title/role beyond filer is inferred from the RLF filing pattern — treat as lower confidence.

In-house

Attorney Role Note
Robert Vechiola EVP, General Counsel & Corporate Secretary, Klein Tools, Inc. Signed the 37 C.F.R. § 42.10(b) powers of attorney for Klein in PGR2025-00048 and IPR2025-01018; the § 42.10(b) filing is the standard place in-house counsel surfaces in these PTAB matters.

Caveats

  • Do not conflate the two firms. Milwaukee/Keter's PTAB counsel is Morgan, Lewis & Bockius (Dion M. Bregman lead; Jason C. White, Scott D. Sherwin, David P. Bernstein, Alexander B. Stein). Morgan Lewis also appears in the D. Del./N.D. Ill. dockets on the Milwaukee side, so any docket-scrape that lists "Arovas, Rabinowitz, Kane, Dudash, Farnan" together on a Klein-v-Milwaukee docket is an aggregate of both sides' appearances — I have filtered to the Klein-side entries only.
  • Quinn Emanuel vs. Kirkland for Klein is real, not an error: Quinn Emanuel (Nelson, Straka) is Klein's counsel defending the Milwaukee-initiated N.D. Ill. suits (1:24-cv-04928) and prosecuting Klein's IPRs; Kirkland prosecutes Klein's affirmative D. Del. and ITC cases.
  • Not verified: any sealed PHV papers, the complete attorney list on the D. Del. docket after March 2025 (the public docket snapshot I could reach stops there), and whether additional Kirkland associates entered appearances in the ITC. No source I found indicates counsel changes at PTAB before termination on June 9, 2025.

Primary sources: Paper 22 in IPR2024-01400/-01401 (June 9, 2025); D. Del. 1:25-cv-00143 docket entries 1, 7, 8 (Feb. 2025); ITC 337-TA-1442 First Amended Complaint (May 5, 2025) and 90 Fed. Reg. 12790 (Mar. 19, 2025); PTAB § 42.10(b) POAs and mandatory notices in PGR2025-00048 and IPR2025-01018.

Defendant representatives

Counsel of record for the defendant(s): attorneys, firms, and roles (lead counsel, of counsel, local counsel).

I'll research the counsel of record on both the PTAB docket and the parallel district court litigation.

Let me pull the PTAB docket specifics for IPR2024-01401 and the district court dockets where these parties appear.

Let me find the actual IPR2024-01401 docket filings (mandatory notices, pro hac vice) to pin exact counsel roles, and confirm Keter's separate representation.

Bottom line

IPR2024-01401 has no "defendants." It is a PTAB inter partes review in which Klein Tools is Petitioner and Milwaukee Electric Tool Corp. and Keter Home and Garden Products Ltd. are the Patent Owners (the responding party). All counsel of record for the responding side were from a single firm — Morgan, Lewis & Bockius LLP — with no separate Keter-only counsel appearing.

Below are the attorneys whose appearances are grounded in the PTAB papers, followed by (for completeness) the counsel on the parallel infringement suits, since the "defendant" in those cases is Klein, not Milwaukee/Keter.


Counsel of record for Patent Owners (Milwaukee + Keter) — IPR2024-01401

Attorney Role in IPR2024-01401 Firm / Office Experience note
Dion M. Bregman (Reg. No. 45,645) Lead counsel Morgan, Lewis & Bockius LLP — 1400 Page Mill Road, Palo Alto, CA 94304 Registered practitioner and the firm's standard PTAB lead in this family; also appears as lead counsel/POA signatory in other PTAB matters (e.g., Trove Brands v. CamelBak, IPR2024-01501, petitioner POA listing Bregman)
Jason C. White (Reg. No. 42,223) Back-up counsel (PTAB); lead trial counsel in the district court/ITC matters Morgan, Lewis & Bockius LLP — 77 W. Wacker Drive, Chicago, IL Registered practitioner; first-chair on Milwaukee's infringement/§ 337 enforcement team (named for Milwaukee/Keter in the ITC FID and N.D. Ill. appearances)
David P. Bernstein, Ph.D. (Reg. No. 71,064) Back-up counsel Morgan, Lewis & Bockius LLP — service address c/o 1400 Page Mill Rd., Palo Alto, CA (per his PGR service block, 1301 Second Ave., Suite 3000, Seattle, WA 98101) Registered practitioner with a doctorate; listed on the Patent Owners' service/reply papers in the related Milwaukee–Klein PTAB matters
Scott D. Sherwin (pro hac vice) Back-up counsel — admitted PHV in this proceeding Morgan, Lewis & Bockius LLP — Chicago, IL His PHV notice states he was previously recognized pro hac vice in IPR2020-00264, -00265, -00274, -00275 and IPR2024-01400 / IPR2024-01401; he and White jointly handle Milwaukee's district court actions

Grounded in: Paper 22 in IPR2024-01400 & -01401 (June 9, 2025), whose Patent Owner service block lists Bregman, White and Bernstein for Morgan Lewis — https://www.uspto.gov/sites/default/files/documents/ipr2024-01400_ipr2024-01401_klein_milwaukee_paper22.pdf; and Patent Owners' Mandatory Notices / Sherwin PHV notice in the sibling matter IPR2025-01018, which identify the same lead/back-up designations and confirm Sherwin's PHV recognition in -01400/-01401.

Caveats I want to flag rather than paper over:

  • I could not retrieve the Patent Owner's Power of Attorney or the original § 42.8(b)(3) mandatory notices filed in IPR2024-01401 itself (Sept.–Oct. 2024). The role assignments above are reconstructed from the Director Review decision's counsel block and the firm's filings in the closely related IPRs (same patent family, same parties, same counsel). Roles may have shifted slightly between the 2024 filing and the June 2025 Director Review.
  • No separate counsel for Keter appears in any PTAB paper I found; Milwaukee and Keter filed jointly as "Patent Owners" through Morgan Lewis. I found no Keter-specific firm.
  • No in-house counsel for Milwaukee or Keter is identified in the public PTAB filings retrieved (the only in-house name in this family's papers is on the Klein side — Robert Vechiola, EVP & General Counsel of Klein Tools, on Klein's PGR power of attorney). Do not assume a Milwaukee in-house lawyer of record.
  • Maria E. Doukas and Liya Levin (Morgan Lewis, Chicago) appear on Milwaukee/Keter's ITC and N.D. Ill. teams but I did not confirm them as counsel of record on the IPR2024-01401 docket.

Related Morgan Lewis ITC team (same client, different forum — not PTAB record)

In ITC Inv. No. 337-TA-1409 (the parallel investigation that drove the Fintiv denial), the FID of Aug. 1, 2025 lists for Complainants Milwaukee/Keter: Eric S. Namrow, Stephanie L. Roberts, Kandis C. Gibson, Calvin M. Brien, Emily K. Burge (Washington, DC) and Jason C. White, Scott D. Sherwin, Maria E. Doukas, Liya Levin (Chicago).


Counterparties (for alignment — these are Klein's counsel, not the responding side)

  • Petitioner Klein Tools, Inc. in IPR2024-01401: James M. Glass, Joseph Milowic III, Brianne M. Straka — Quinn Emanuel Urquhart & Sullivan LLP (per Paper 22 caption).
  • Klein as defendant in the N.D. Ill. infringement suit (Milwaukee Electric Tool Corp. v. Klein Tools, Inc., No. 1:24-cv-04928): Quinn Emanuel (Straka, David A. Nelson) filed the stay motion and status reports; Gregory S. Arovas of Kirkland & Ellis appeared for Klein in the later-filed No. 1:25-cv-04689. In the ITC, Klein's counsel were S. Alex Lasher, Brian L. Saunders (Quinn Emanuel, DC) and David A. Nelson, Brianne M. Straka (Quinn Emanuel, Chicago).
  • Milwaukee as defendant in Klein Tools, Inc. v. Milwaukee Electric Tool Corp., No. 1:25-cv-00143 (D. Del., stayed under 28 U.S.C. § 1659): filings signed by Amy Dudash; I could not verify her firm affiliation from the sources retrieved, so I am not asserting it.

Practical note for your analysis

Because institution was denied on Director Review, the Morgan Lewis PTAB team's work product in -01401 is confined to the Patent Owner Preliminary Response, the Fintiv/discretionary-denial briefing, the Director Review request (Paper 19) and the opposition to Klein's authorized response (Paper 20). The substantive invalidity fight — where the same Morgan Lewis team (White, Sherwin, Doukas) sat opposite Quinn Emanuel — played out in the ITC, resulting in the ALJ's Aug. 1, 2025 finding of a § 337 violation on the '952 patent, now on Commission review (Commission review notice dated Jan. 21/26, 2026).