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SUPREME COURT OF THE UNITED STATES
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No. 12â315
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AIR WISCONSIN AIRLINES CORPORATION,PETITIONER v. WILLIAM L. HOEPER
ON WRIT OF CERTIORARI TO THE SUPREME COURT OF COLORADO
[January 27, 2014]
Justice Sotomayor delivered the opinion of the Court.
In 2001, Congress created the Transportation Security Administration (TSA) to assess and manage threats against air travel. Aviation and Transportation Security Act (ATSA),49 U. S. C. §44901 et seq. To ensure that theTSA would be informed of potential threats, Congress gave airlines and their employees immunity against civil liability for reporting suspicious behavior. §44941(a). But this immunity does not attach to âany disclosure made with actual knowledge that the disclosure was false, inaccurate, or misleadingâ or âany disclosure made with reckless disregard as to the truth or falsity of that disclosure.â §44941(b).
The question before us is whether ATSA immunity may be denied under §44941(b) without a determination that a disclosure was materially false. We hold that it may not. Because the state courts made no such determination, and because any falsehood in the disclosure here would not have affected a reasonable security officerâs assessment of the supposed threat, we reverse the judgment of the Colorado Supreme Court.
I
A
William Hoeper joined Air Wisconsin Airlines Corporation as a pilot in 1998. But by late 2004, Air Wisconsin had stopped operating flights from Denver, Hoeperâs home base, on any type of aircraft for which he was certified. To continue flying for Air Wisconsin out of Denver, Hoeper needed to gain certification on the British Aerospace 146 (BAe-146), an aircraft he had not flown.
Hoeper failed in his first three attempts to pass a proficiency test. After the third failure, as he later acknowledged at trial, his employment was âat [Air Wisconsinâs] discretion.â App. 193. But he and Air Wisconsin entered into an agreement to afford him âone more opportunity to pass [the] proficiency check.â Id., at 426. The agreement left little doubt that Hoeper would lose his job if he failed again.
In December 2004, Hoeper flew from Denver to Virginia for simulator training as part of this final test. During the training, Hoeper failed to cope with a challenging scenario created by the instructor, Mark Schuerman, and the simulator showed the engines âflam[ing] outâ due to a loss of fuel. App. 203. As Schuerman began to tell Hoeper that he âshould know better,â ibid., Hoeper responded angrily. He later described what happened:
âAt this point, thatâs it. I take my headset off and I toss it up on the glare shield. . . . [Schuerman] and I exchanged words at the same elevated decibel level. Mine went something like this: This is a bunch of shit. Iâm sorry. You are railroading the situation and itâs not realistic.â Id., at 203â204.
When Hoeper announced that he wanted to call the legal department of the pilotsâ union, Schuerman ended the session so that Hoeper could do so. Schuerman then re-ported Hoeperâs behavior to Patrick Doyle, the Wisconsin-based manager of the BAe-146 fleet. Doyle booked Hoeper on a United Airlines flight back to Denver.
Several hours after Schuermanâs report, Doyle discussed the situation at Air Wisconsinâs headquarters with the airlineâs Vice President of Operations, Kevin LaWare; its Managing Director of Flight Operations, Scott Orozco; and its Assistant Chief Pilot, Robert Frisch. LaWare later ex-plained the accretion of his concerns about what Hoeper might do next. He regarded Hoeperâs behavior in the simulator as âa fairly significant outburst,â of a sort that he âhadnât seen . . . before.â Id., at 276. And he knew âit was a given that . . . Hoeperâs employment was . . . going to be terminatedâ as a result of his failure to complete the simulator training. Id., at 278.
Then, LaWare testified, Orozco mentioned that Hoeper was a Federal Flight Deck Officer (FFDO). The FFDO program allows the Government to âdeputize volunteer pilots of air carriers . . . to defend the flight decks of aircraft . . . against acts of criminal violence or air piracy.â §44921(a). FFDOs are permitted âto carry a firearm while engaged in providing air transportation.â §44921(f )(1). Hoeper had become an FFDO earlier in 2004 and had been issued a firearm. He was not allowed to carry the firearm during his trip to the training facility, because he was not âengaged in providing air transportation,â ibid. But according to one official at the meeting, the Denver airportâs security procedures made it possible for crew members to bypass screening, so that Hoeper could have carried his gun despite the rule. Indeed, Frisch later testified that he was âaware of oneâ incident in which an Air Wisconsin pilot had come to training with his FFDO weapon. App. 292. On the basis of this information, LaWare concluded, there was âno way . . . to confirmâ whether âHoeper had his weapon with him, even though . . . by policy, [he was] not supposed to have it with him.â Id., at 279.
Finally, LaWare testified, he and the other Air Wisconsin officials discussed two prior episodes in which disgruntled airline employees had lashed out violently. Id., at 280. In one incident, a FedEx flight engineer under investigation for misconduct âentered the cockpitâ of a FedEx flight âand began attacking the crew with a hammerâ before being subdued. United States v. Calloway, 116 F. 3d 1129, 1131 (CA6 1997). In another, a recently fired ticket agent brought a gun onto a Pacific Southwest Airlines flight and shot his former supervisor and the crew, leading to a fatal crash. Malnic, Report Confirms That Gunman Caused 1987 Crash of PSA Jet, L. A. Times,Jan. 6, 1989, p. 29.
In light of all thisâHoeperâs anger, his impending termination, the chance that he might be armed, and the history of assaults by disgruntled airline employeesâLaWare decided that the airline âneed[ed] to make a call to the TSA,â to let the authorities know âthe statusâ of the situation. App. 282.
Doyle offered to make the call. According to the jury, he made two statements to the TSA: first, that Hoeper âwas an FFDO who may be armedâ and that the airline was âconcerned about his mental stability and the whereabouts of his firearmâ; and second, that an â[u]nstable pilot in [the] FFDO program was terminated today.â App. to Pet. for Cert. 111a. (The latter statement appears in the record as the subject line of an internal TSA e-mail, summarizing the call from Doyle. App. 414.)
The TSA responded to the call by ordering that Hoeperâs plane return to the gate. Officers boarded the plane, re-moved Hoeper, searched him, and questioned him about the location of his gun. When Hoeper stated that the gun was at his home in Denver, a Denver-based federal agent went there to retrieve it.
Later that day, Hoeper boarded a return flight to Denver. Air Wisconsin fired him the following day.
B
Hoeper sued Air Wisconsin in Colorado state court on several claims, including defamation.[1] Air Wisconsin moved for summary judgment on the basis of ATSA immunity,[2] but the trial court denied it, ruling that the jury was entitled to find the facts pertinent to immunity. The case went to trial, and the court denied Air Wisconsinâs motion for a directed verdict on the same basis. It submitted the question of ATSA immunity to the jury, with the instructionâfollowing the language of §44941(b)âthat immunity would not apply if Hoeper had proved thatAir Wisconsin âmade the disclosure [to the TSA] with ac-tual knowledge that the disclosure was false, inaccurate, or misleadingâ or âwith reckless disregard as to its truth or falsity.â App. 582. The jury instructions did not state that ATSA immunity protects materially true statements.
The jury found for Hoeper on the defamation claim and awarded him $849,625 in compensatory damages and $391,875 in punitive damages. The court reduced the latter award to $350,000, for a total judgment of just under $1.2 million, plus costs.
The Colorado Court of Appeals affirmed. 232 P. 3d 230 (2009). It held âthat the trial court properly submitted the ATSA immunity issue to the jury,â that âthe record supports the juryâs rejection of immunity,â and that the evidence was sufficient to support the juryâs defamation verdict. Id., at 233.
The Colorado Supreme Court affirmed. 2012 WL 907764 (Mar. 19, 2012). It began by holding, contrary to the lower courts, âthat immunity under the ATSA is a question of law to be determined by the trial court before trial.â Id., at *4. But it concluded that the trial courtâs error in submitting immunity to the jury was âharmless because Air Wisconsin is not entitled to immunity.â Id., at *6. In a key footnote, the court stated: âIn our determination of immunity under the ATSA, we need not, and therefore do not, decide whether the statements were true or false. Rather, we conclude that Air Wisconsin made the statements with reckless disregard as to their truth or falsity.â Id., at *16, n. 6. The court thus appears tohave labored under the assumption that even true statements do not qualify for ATSA immunity if they are made recklessly.
Applying this standard, and giving âno weight to the juryâs finding[s],â ibid., n. 5, the court held that â[a]l-though the events at the training may have warranteda report to TSA,â Air Wisconsinâs statements âoverstated those events to such a degree that they were made with reckless disregard of their truth or falsity.â Id., at *7. The court opined that Air Wisconsin âwould likely be immune under the ATSA if Doyle had reported that Hoeper was an Air Wisconsin employee, that he knew he would be terminated soon, that he had acted irrationally at the training three hours earlier and âblew upâ at test administrators, and that he was an FFDO pilot.â Id., at *8. But because Doyle actually told TSA â(1) that he believed Hoeper to be mentally unstable; (2) that Hoeper had been terminated earlier that day; and (3) that Hoeper may have been armed,â id., at *7, the court determined that his statements âwent well beyondâ the facts and did not qualify for immunity, id., at *8. The court went on to conclude that the evidence was sufficient to support the juryâs defamation verdict.
Justice Eid, joined by two others, dissented in part. She agreed with the majorityâs holding that immunity is an issue for the court, not the jury. But she reasoned that Air Wisconsin was entitled to immunity âbecause [its] statements to the TSA were substantially true.â Id., at *11.
We granted certiorari to decide â[w]hether ATSA immunity may be denied without a determination that the air carrierâs disclosure was materially false.â 570 U. S. ___ (2013).
II
A
Congress patterned the exception to ATSA immunity after the actual malice standard of New York Times Co. v. Sullivan,376 U. S. 254 (1964), and we have long held that actual malice requires material falsity. Because we presume that Congress meant to incorporate the settled meaning of actual malice when it incorporated the language of that standard, we hold that a statement otherwise eligible for ATSA immunity may not be deniedimmunity unless the statement is materially false.
In New York Times, we held that under the First Amendment, a public official cannot recover âfor a defamatory falsehood relating to his official conduct unless he proves that the statement was made with âactual maliceââthat is, with knowledge that it was false or with reckless disregard of whether it was false or not.â Id., at 279â280. Congress borrowed this exact language in denying ATSA immunity to â(1) any disclosure made with actual knowledge that the disclosure was false, inaccurate, or misleading; or (2) any disclosure made with recklessdisregard as to the truth or falsity of that disclosure.â §44941(b).
One could in principle construe the language of the actual malice standard to cover true statements made recklessly. But we have long held, to the contrary, that actual malice entails falsity. See, e.g., Philadelphia Newspapers, Inc. v. Hepps, 475 U. S. 767,775 (1986) (â[A]s one might expect given the language of the Court in New York Times, a public-figure plaintiff must show the falsity of the statements at issue in order to prevail in a suit for defamationâ (citation omitted)); Garrison v. Louisiana, 379 U. S. 64,74 (1964) (âWe held in New York Times that a public official might be allowed the civil remedy only if he establishes that the utterance was falseâ).
Indeed, we have required more than mere falsity to establish actual malice: The falsity must be âmaterial.â Masson v. New Yorker Magazine, Inc.,501 U. S. 496,517 (1991). As we explained in Masson, â[m]inor inaccuracies do not amount to falsity so long as âthe substance, the gist, the sting, of the libelous charge be justified.â â Ibid. A âstatement is not considered false unless it âwould have a different effect on the mind of the reader from that which the pleaded truth would have produced.â â Ibid. (quoting R. Sack, Libel, Slander, and Related Problems 138 (1980)).
These holdings were settled when Congress enacted the ATSA, and we therefore presume that Congress meant to adopt the material falsity requirement when it incorporated the actual malice standard into the ATSA immunity exception. â[I]t is a cardinal rule of statutory construction that, when Congress employs a term of art, it presumably knows and adopts the cluster of ideas that were attached to each borrowed word in the body of learning from which it is taken.â FAA v. Cooper, 566 U. S. ___, ___ (2012) (slip op., at 6) (internal quotation marks omitted). The actual malice standard does not cover materially true statements made recklessly, so we presume that Congress did not mean to deny ATSA immunity to such statements.
Other indicia of statutory meaning could rebut this presumption, but here, they do not. First, the ATSAâs text favors a falsity requirement. The first subsection of §44941(b) requires falsity, as a true disclosure cannot have been made âwith actual knowledgeâ that it âwas false.â The only question is whether the second subsectionâwhich denies immunity to âany disclosure made with reckless disregard as to [its] truth or falsityââsimilarly requires falsity. We conclude that it does. The second subsection simply extends the immunity exception from knowing falsehoods to reckless ones, ensuring that an air carrier cannot avoid liability for a baseless report by sticking its head in the sand to avoid âactual knowledgeâ that its statements are false. â[T]he defense of truth . . . , even if not explicitly recognized, . . .is implicit in . . . a standard of recovery that rests on knowing or reckless disregard of the truth.â Cox Broadcasting Corp. v. Cohn,420 U. S. 469â499 (1975) (Powell, J., concurring).
A material falsity requirement also serves the purpose of ATSA immunity. The ATSA shifted from airlines to the TSA the responsibility âfor assessing and investigating possible threats to airline security.â 2012 WL 907764, *14 (Eid, J., concurring in part and dissenting in part). In directing the TSA to âreceive, assess, and distribute intelligence information related to transportation security,â49 U. S. C. §114(f)(1), Congress wanted to ensure that air carriers and their employees would not hesitate to provide the TSA with the information it needed. This is the purpose of the immunity provision, evident both from its context and from the title of the statutory section that contained it: âencouraging airline employees to report sus-picious activities.â ATSA §125,115Stat.631 (capitali-zation and boldface type omitted). It would defeat this purpose to deny immunity for substantially true reports, on the theory that the person making the report had not yet gathered enough information to be certain of its truth. Such a rule would restore the pre-ATSA state of affairs, in which air carriers bore the responsibility to investigate and verify potential threats.
We therefore hold that ATSA immunity may not be denied under §44941(b) to materially true statements. This interpretation of the statute is clear enough that Hoeper effectively concedes it. See Brief for Respondent 30 (acknowledging that if the Colorado Supreme Court actually said â âan airline may be denied ATSA immunity . . . for reporting true information,â â then âthe court was likely wrongâ). Hoeper does point out in a footnote that given Congressâ desire to deny immunity to â âbad actors,â â and âgiven that the vast majority of reckless statements will not turn out to be true[,] . . . Congress could have quite reasonably chosen to deny the special privilege of ATSA immunity to all reckless speakers,â even those whose statements turned out to be true. Id., at 30, n. 12. But although Congress could have made this choice, nothing about the statuteâs text or purpose suggests that it actually did. Instead, Congress chose to model the exception to ATSA immunity after a standard we have long construed to require material falsity.
B
We are not persuaded by Hoeperâs arguments thatwe should affirm the judgment of the Colorado Supreme Court notwithstanding its misapprehension of the ATSA immunity standard.
Hoeper first argues that Air Wisconsin forfeited the claim that it is entitled to immunity because its statements were materially true. His premise is that AirWisconsin argued the truth of its statements only in challenging the evidentiary basis for the defamation verdict, not in asserting immunity. But Air Wisconsinâs brief before the Colorado Supreme Court argued that the exception to ATSA immunity âappears to incorporate the New York Times actual malice standard,â whichâas we have explainedârequires material falsity. Petitionerâs Opening Brief in No. 09SC1050, p. 24.
Hoeper next argues that the Colorado Supreme Court performed the requisite analysis of material falsity, albeit in the context of finding the record sufficient to support the juryâs defamation verdict. For several reasons, however, this analysis does not suffice for us to affirm the denialof ATSA immunity. First, to the extent that the immunity determination belongs to the courtâas the Colorado Supreme Court heldâa courtâs deferential review of jury findings cannot substitute for its own analysis of the record. Second, the jury here did not find that any falsity in Air Wisconsinâs statements was material, because the trial court instructed it only to determine whether â[o]ne or more of th[e] statements was false,â App. 580, without addressing materiality. Third, applying the material falsity standard to a defamation claim is quite different from applying it to ATSA immunity. In both contexts,a materially false statement is one that â âwould have a different effect on the mind of the reader [or listener] from that which the . . . truth would have produced.â â Masson, 501 U. S., at 517. But the identity of the relevant reader or listener varies according to the context. In determining whether a falsehood is material to a defamation claim, we care whether it affects the subjectâs reputation in the community. In the context of determining ATSA immu-nity, by contrast, we care whether a falsehood affects the authoritiesâ perception of and response to a given threat.[3]
III
Finally, the Colorado Supreme Courtâs analysis of material falsity was erroneous. We turn next to explaining why, by applying the ATSA immunity standard to the facts of this case.[4]
A
We begin by addressing how to determine the material-ity of a false statement in the ATSA context. As we noted earlier, a materially false statement is generally one that â âwould have a different effect on the mind of the reader [or listener] from that which the . . . truth would have produced.â â Ibid. The parties quibble over whether ATSA immunity requires some special version of this standard, but they more or less agreeâas do weâthat the usual standard suffices as long as the hypothetical reader or listener is a security officer.
A further question is what it means for a statement to produce â âa different effect on the mind ofâ â a security officer from that which the truth would have produced. In defamation law, the reputational harm caused by a false statement is its effect on a readerâs or listenerâs mind. But contrary to the position of Hoeperâs counsel at oral argument, Tr. of Oral Arg. 32â33, courts cannot decide whether a false statement produced â âa different effect on the mind ofâ â a hypothetical TSA officer without considering the effect of that statement on TSAâs behavior. After all, the whole reason the TSA considers threat reports is to deter-mine and execute a response.
A plaintiff seeking to defeat ATSA immunity need not show âprecisely what a particular official or federal agency would have done in a counterfactual scenario.â Brief for United States as Amicus Curiae 27. Such a showing would be âimpossible . . . given the need to maintain se-crecy regarding airline security operations.â Brief for Re-spondent 42. But any falsehood cannot be material, for purposes of ATSA immunity, absent a substantial likelihood that a reasonable security officer would consider it important in determining a response to the supposed threat. Cf. TSC Industries, Inc. v. Northway, Inc.,426 U. S. 438,449 (1976) (an omission in a proxy solicitation âis material if there is a substantial likelihood that a reasonable shareholder would consider it important in deciding how to voteâ). This standard âis an objectiveone, involving the [hypothetical] significance of an omitted or misrepresented fact to a reasonableâ security official, rather than the actual significance of that fact to a particular security official. Id., at 445.
B
We apply the material falsity standard to the facts of this case. In doing so, we neither embrace nor reject the Colorado Supreme Courtâs unanimous holding âthat immunity under the ATSA is a question of law to be determined by the trial court before trial.â 2012 WL 9097764, *4; see id., at *11 (Eid, J., concurring in part and dissenting in part) (agreeing with majority). Rather, we conclude that even if a jury were to find the historical facts in the manner most favorable to Hoeper, Air Wisconsin is entitled to ATSA immunity as a matter of law.
We begin with Air Wisconsinâs statement that Hoeper âwas an FFDO who may be armed.â App. to Pet. for Cert. 111a. Hoeper cannot dispute the literal truth of this statement: He was an FFDO, and because FFDOs possess weapons, any FFDO âmay be armed.â Hoeper argues only that to avoid any misinterpretation, Air Wisconsin should have qualified the statement by adding that it had no reason to think he was actually carrying his gun during the trip to Virginia, especially because he was not allowed to do so under §44921(f )(1).[5] We agree that Air Wisconsinâs statement could have been misinterpreted by some, but we reject Hoeperâs argument for two reasons. First, any confusion of the nature that Hoeper suggests would have been immaterial: A reasonable TSA officer, having been told only that Hoeper was an FFDO and that he was upset about losing his job, would have wanted to investigate whether Hoeper was carrying his gun. Second, to accept Hoeperâs demand for such precise wording would vitiate the purpose of ATSA immunity: to encourage air carriers and their employees, often in fast-moving situations and with little time to fine-tune their diction, to provide the TSA immediately with information about potential threats. Baggage handlers, flight attendants, gate agents, and other airline employees who report suspicious behavior to the TSA should not face financial ruin if, in the heat of a potential threat, they fail to choose their words with exacting care.[6]
We next consider Air Wisconsinâs statement that Hoeper âwas terminated today.â App. to Pet. for Cert. 111a. When Air Wisconsin made that statement, Hoeper had not yet been fired. But everyone knew the firing was almost certainly imminent. Hoeper acknowledged that his employment was âat [Air Wisconsinâs] discretionâ after his third failed test, App. 193, and the agreement between him and Air Wisconsin stated that his âfourth . . . attemptâ to pass the test would be his âfinalâ one, id., at 426. No reasonable TSA officer would care whether an angry, po-tentially armed airline employee had just been fired or merely knew he was about to meet that fate.
Finally, we consider Air Wisconsinâs statements that Hoeper was â[u]nstableâ and that it was âconcerned about his mental stability.â App. to Pet. for Cert. 111a. Al-though the details of Hoeperâs behavior during the simulator session may be disputed, Hoeper himself testified that he had become visibly angry: He decided âthatâs it,â he removed his headset and âtoss[ed] it,â and he accused the instructorâat an âelevated decibel level,â and with an expletiveâof ârailroading the situation.â App. 203â204. It would surely have been correct, then, for Air Wisconsin to report that Hoeper â âblew upâ â during the test. 2012 WL 907764, *8. The question is whether, from the perspective of a reasonable security officer, there is any material difference between a statement that Hoeper had just âblown upâ in a professional setting and a statement that hewas â[u]nstable.â We think not.
We are no more troubled by Air Wisconsinâs related statement that it was âconcerned about [Hoeperâs] mental stability.â Hoeper is correct that many of the Air Wisconsin officials who attended the meeting at headquarters might not have framed their concerns in terms of âmen-tal stability.â LaWare, for instance, testified that â[t]hose werenât the words that [he] would have anticipatedâ when he directed Doyle to call the TSA. App. 272. But the officials who attended the meeting did harbor concerns about Hoeperâs mental state: They knew he had just âblown up,â and they worried about what he might do next. It would be inconsistent with the ATSAâs text and purpose to expose Air Wisconsin to liability because its employee could have chosen a slightly better phrase than âmental stabilityâ to articulate its concern. Just as â[m]inor inaccuracies do not amount to falsityâ in the defamation context, âso long as âthe substance, the gist, the sting, of the libelous charge be justified,â â Masson, 501 U. S., at 517, a statement that would otherwise qualify for ATSA immunity cannot lose that immunity because of some minor imprecision, so long as âthe gistâ of the statement is accurate. Doyleâs statements to the TSA accu-rately conveyed âthe gistâ of the situation; it is irrelevant whether trained lawyers or judges might with the luxury of time have chosen more precise words.
Hoeperâs overarching factual theory appears to be that members of the BAe-146 team, including Doyle and Schuer-man, harbored personal animosity toward him, which caused them to manipulate the proficiency tests in order to fail him. But even if Hoeper were correct aboutall this (and we express no view on that question), we do not see why it would have made him any less a threat in the eyes of a reasonable security officer. As between two employeesâone who thinks he is being fired because of his inadequate skills, another who thinks he is being fired because his employer hates himâthe latter is presumably more, not less, likely to lash out in anger.
The partial dissent argues that Doyleâs reference to Hoeperâs âmental stabilityâ was so egregious as to make his report to the TSA the basis of a $1.2 million defamation judgment. We disagree. While lawyers and judges may in some contexts apply the label âmentally unstableâ to people suffering from serious mental illnesses, see post, at 4 (Scalia, J., concurring in part and dissenting in part), that is hardly the only manner in which the label is used. A holding that Air Wisconsin lost its ATSA immunity by virtue of Doyleâs failure to be aware of every connotation of the phrase âmental stabilityâ would eviscerate the immunity provision. All of us from time to time use words that, on reflection, we might modify. If such slips of the tongue could give rise to major financial liability, no airline would contact the TSA (or permit its employees to do so) without running by its lawyers the text of its proposed disclosureâexactly the kind of hesitation that Congress aimed to avoid.
The partial dissent further argues that Hoeperâs âdisplay of angerâ made him no more a threat than âmillions of perfectly harmless air travelers.â Post, at 4. But Hoeper did not just lose his temper; he lost it in circumstances that he knew would lead to his firing, which he regarded as the culmination of a vendetta against him. And he was not just any passenger; he was an FFDO, which meant that he could plausibly have been carrying a firearm. In short, Hoeper was not some traveling businessman who yelled at a barista in a fit of pique over a badly brewed cup of coffee.
Finally, the partial dissent relies on an expertâs testimony âthat Hoeperâs behavior did not warrant any report to the TSA.â Post, at 4 (citing App. 356). But the expert appears to have based that statement on an outdated understanding of reporting obligations that is flatly at odds with the ATSA. Prior to the ATSA, âairlines were responsible for assessing and investigating possible threats to airline security.â 2012 WL 907764, *14 (Eid, J., concurring in part and dissenting in part). But the ATSA shifted that responsibility to the TSA, creating a policy âknown as âwhen in doubt, report.â â Ibid.; see supra, at 9. The expert who believed that Hoeperâs conduct did not warrant a report to the TSA also believed that airlines have âan obligation . . . to filter out . . . the low noise from . . . whatâs significantâ in reporting threats. App. 356. That understanding does not comport with the policy that Congress chose to enact.
The Colorado Supreme Court recognized that even if the facts are viewed in the light most favorable to Hoeper, Air Wisconsin âwould likely be immuneâ had it âreported that Hoeper . . . knew he would be terminated soon, that he had acted irrationally at the training three hours earlier and âblew upâ at test administrators, and that he was an FFDO pilot.â 2012 WL 907764, *8. But the court erred in parsing so finely the distinctions between these hypothetical statements and the ones that Air Wisconsin actually made. The minor differences are, for the reasons we have explained, immaterial as a matter of law in determining Air Wisconsinâs ATSA immunity.
By incorporating the actual malice standard into §44941(b), Congress meant to give air carriers the â âbreathing spaceâ â to report potential threats to security officials without fear of civil liability for a few inaptly chosen words. New York Times, 376 U. S., at 272. To hold Air Wisconsin liable for minor misstatements or loose wording would undermine that purpose and disregard the statutory text.
*ââ¶Ä*ââ¶Ä*
The judgment of the Supreme Court of Colorado is therefore reversed, and the case is remanded for proceedings not inconsistent with this opinion.
It is so ordered.
Notes
[1] Air Wisconsin agrees that it bears responsibility for Doyleâs statements. 2012 WL 907764, *2, *16, n. 2 (Colo., Mar. 19, 2012).
[2] The ATSA immunity provision specifies that â[a]ny air carrier . . . or any employee of an air carrier . . . who makes a voluntary disclosureof any suspicious transaction relevant to a possible violation of law or regulation, relating to air piracy, a threat to aircraft or passenger safety, or terrorism, . . . to any employee or agent of the Department of Transportation, the Department of Justice, any Federal, State, or local law enforcement officer, or any airport or airline security officer shall not be civilly liable to any person under any law or regulation of the United States, any constitution, law, or regulation of any State or political subdivision of any State, for such disclosure.â.
[3] These are very different inquiries. Suppose the TSA receives the following tip: âMy adulterous husband is carrying a gun onto a flight.â Whether the husband is adulterous will presumably have no effect on the TSAâs assessment of any security risk that he poses. So if the word âadulterousâ is false, the caller may still be entitled to ATSA immunity. But any falsity as to that word obviously would affect the husbandâs reputation in the community, so it would be material in the context of a defamation claim.
[4] We ârecognize the prudence . . . of allowing the lower courts âto undertake [a fact-intensive inquiry] in the first instance.â â v. ,. Here, however, we conclude that another prudential considerationâthe need for clear guidance on a novel but important question of federal lawâweighs in favor of our applying the ATSA immunity standard. Cf. v. , (â[T ]his Courtâs role in marking out the limits of [a ] standard through the process of case-by-case adjudication is of special importanceâ).
[5] See Tr. of Oral Arg. 42â43 (concession by Hoeperâs counsel that âit would have been true for [Air Wisconsin] to say, look, weâre calling to let you know, because Mr. Hoeperâs an FFDO, we donât have any reason to believe that he has gun with him, but we canât tell for sure, so we just thought we would tell you, in case you have any questions and want to investigate furtherâ).
[6] Hoeper also takes issue with Air Wisconsinâs statement that it was âconcerned about . . . the whereabouts of his firearm,â App. to Pet. for Cert. 111a. But his arguments concerning this statement are the same as those concerning the statement that he âmay [have] been armed,â ,and we reject them for the same reasons.
SUPREME COURT OF THE UNITED STATES
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No. 12â315
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AIR WISCONSIN AIRLINES CORPORATION,PETITIONER v. WILLIAM L. HOEPER
on writ of certiorari to the united states court of appeals for the supreme court of colorado
[January 27, 2014]
Justice Scalia, with whom Justice Thomas and Justice Kagan join, concurring in part and dissenting in part.
I agree with the Court that under the Aviation and Transportation Security Act (ATSA), 49 U. S. C. §44901 et seq., an airline may not be denied immunity for a re-port it made to the Transportation Security Administration (TSA) absent a finding that the report was materially false. I also agree that, in this context, materiality means that the falsehood had a natural tendency to influence a reasonable TSA officerâs determination of an appropriate response to the report; and that neither the jury nor the courts below considered material falsity in this ATSA-specific way. I therefore join Parts I, II, and IIIâA of the Courtâs opinion.
Having answered the question we granted certiorari to decide, see 570 U. S. ___ (2013), I would stop there and remand the case for further proceedings. Instead, the Court proceeds to âapply the [ATSA] material falsity standard to the facts of this caseâ in the first instance, ante, at 13, and concludes as a matter of law that Air Wisconsinâs report to the TSA about William Hoeper was not materially false. In so holding, the Court in my view reaches out to decide a factbound question better left to the lower courts, and then proceeds to give the wrong answer. I therefore respectfully dissent from Part IIIâB and the disposition.
We have held that under the First Amendment, a courtâs role is to determine whether â[a] reasonable jury could find a material difference betweenâ the defendantâs statement and the truth. Masson v. New Yorker Magazine, Inc., 501 U. S. 496, 522 (1991) . That makes sense, since materiality is the sort of â âmixed question of law and factâ â that âhas typically been resolved by juries.â United States v. Gaudin, 515 U. S. 506, 512 (1995) . The jury has a vital role to play in the materiality inquiry, which entails â âdelicate assessments of the inferences a âreasonable decisionmakerâ would draw from a given set of facts and the significance of those inferences to himâ â and is therefore â âpeculiarly one for the trier of fact.â â Ibid. (quoting TSC Industries, Inc. v. Northway, Inc., 426 U. S. 438, 450 (1976) ; brackets omitted). Such a question cannot be withdrawn from the jury unless âthe facts and the law will reasonably support only one conclusionâ on which âreasonable persons . . . could [not] differ.â McDermott Intâl, Inc. v. Wilander, 498 U. S. 337, 356 (1991) . The same rule applies to a determination of immunity from suit: When a defendant raises qualified immunity on summary judgment, the court must âadop[t] . . . the plaintiffâs versionof the factsâ unless âno reasonable jury could believe it.â Scott v. Harris, 550 U. S. 372 â380 (2007).
Therefore, if we are to apply the ATSA materiality standard to the complex record in this case in the first instance, it is proper to view âthe historical facts in the manner most favorable to Hoeper,â as the Court purports to do. Ante, at 13. We must of course begin by taking as given the findings that we know the jury already made, including that Air Wisconsin told the TSA that the airline was âconcerned about [Hoeperâs] mental stabilityâ and that he was an â[u]nstable pilot,â App. to Pet. for Cert. 111a (special verdict form), and that those statements were false, 2012 WL 907764, *10 (Colo., Mar. 19, 2012). Next, we must ask whether a reasonable jury could find the remaining historical facts to be such that those statements were not only false, but materially false from the perspective of a reasonable TSA agent. If not, judgment for Air Wisconsin is proper; but if so, the ATSA materiality question should be tried to a (properly instructed) jury. (Unless, of course, a reasonable jury would be compelled to find facts that would render the statements materially false, in which case judgment for Hoeper would be proper; but that is assuredly not the case here.)
Applying that reasonable-jury standard, I do not see how we can possibly hold as a matter of law that AirWisconsinâs report was not materially false. The Court acknowledges Hoeperâs description of the confrontation that spawned the airlineâs threat report: After failinga flight simulator test, Hoeper âdecided âthatâs it,â heremoved his headset and âtoss[ed] it,â and he accusedthe instructorâat an âelevated decibel level,â and withan expletiveâof ârailroading the situation.â â Ante, at 15 (quoting App. 203â204). A jury could credit Hoeperâs account. It could also believe his âoverarching factual theoryâ that his anger was reasonable because the instructor had âmanipulate[d]â the test to cause him to fail out of âpersonal animosity,â ante, at 16âa theory that was not without supporting evidence, see, e.g., App. 259â260 (pilot testifying as expert witness that Hoeperâs testing was âabsolutely unfairâ and âbiasedâ). Moreover, there was evidence from which a jury could conclude that no one who interacted with Hoeper during or after the confrontationâincluding the instructorâviewed him as either unstable or threatening. See, e.g., id., at 15â16 (instructor acknowledging that he â âquickly realized it wasnât a threatening situationâ â); id., at 29â31 (instructor testifying he â ânever felt that [Hoeper] was going to go do something stupid,â â â âdidnât believe that Mr. Hoeper posed a threat in any way to anybody else at all,â â â âdid not believe that Mr. Hoeper was engaging in irrational behavior,â â and â âdeem[ed] him perfectly safe to get on an airplaneâ â); id., at 462 (airline representative who gave Hoeper permission to fly home testifying he âhad no concern that [Hoeper] was a physical threat to anybodyâ and âdidnât believe he was mentally unstableâ).
In short, a jury could find that Hoeper did nothing more than engage in a brief, run-of-the-mill, and arguably justified display of anger that included raising his voice and swearing, but that did not cause anyone, including the person on the receiving end of the outburst, to view him as either irrational or a potential source of violence. Viewing the facts in that light, I cannot agree with the Court thata reasonable TSA official would not âconsider . . . important,â ante, at 13, the difference between an individual who engaged in this sort of heated but commonplace display of anger, on the one hand, and on the other, anindividual whose colleagues regard him as âmentally unsta-ble.â It is the difference between a category that no doubt includes millions of perfectly harmless air travelers and one that, in ordinary parlance, connotes an alarming degree of unpredictability and aggressiveness. Indeed, we have used that term in connection with individuals so âdangerously mentally illâ that they may be subject to civil confinement. Kansas v. Hendricks, 521 U. S. 346, 363 (1997) . The importance of that difference was highlighted by the expert testimony in this case of a former TSA Federal Security Director, who statedâbased on a version of the underlying facts the jury was entitled to acceptâthat Hoeperâs behavior did not warrant any report to the TSA. App. 356.[1]*
The association with dangerous mental illness is not, as the Court suggests, merely one âconnotation of the phrase âmental [in]stabilityâ â among many, ante, at 17; it is the everyday understanding of that phrase. The Court says that this is âhardly the only manner in which the label is used,â ibid., but it does not even attempt to describe another usage, let alone one that would be a materially accurate description of the facts of this case as a jury might find them. The Court also suggests that the circumstances of this caseâparticularly the fact that Hoeper knew his firing was imminent, had reason to be angry with the airline, and was authorized to carry a firearmâdistinguish Hoeperâs confrontation with the instructor from an ordinary âfit of pique.â Ibid. But if so, it was all the more important for the airline to make an accurate report to the TSA, so that the agency could assess the possible danger and determine an appropriate response. Falsely reporting to the TSA that a young Irishman is an IRA terrorist is much more likely to produce a promptand erroneous response than reporting that a 70-year-old English grandmother is. The circumstances the Court identifies enhanced, rather than diminished, the likelihood that the false âmentally unstableâ designation would have a material effect on the TSAâs response.
In sum, it is simply implausible that, taking the facts of this case in the light most favorable to Hoeper, a reason-able jury would have to find that the report of mental in-stability would have no effect upon the course of action determined by the TSA. The Courtâs holding to the contrary demonstrates the wisdom of preserving the juryâs role in this inquiry, designed to inject a practical sense that judges sometimes lack. I respectfully dissent from that holding.
Notes
[1] * The Court dismisses the former Directorâs testimony because he testified that in making threat reports to the TSA, airline officials should use âcommon senseâ to âfilter out the garbage and report [only] really suspicious incidents,â App. 356, a view the Court deems âflatly at odds with the ATSA,â at 17. The ATSA, however, simply requires airlines to report âthreat[s] to civil aviation,â . The statute surely places a heavy thumb on the scale in favor of reporting, but it certainly does not preclude the exercise of reasonable judgment in deciding what rises to the level of a âthreatâ and what constitutes, as the former Director put it, irrelevant âgarbage.â And even if one disagrees with the former Director that no report should have been made at all, the point is that a reasonable jury could have considered his testimony relevant to establishing that falsely expressing concerns about an individualâs âmental stabilityâ in the circumstances of this case would have a material effect on the TSAâs decisionmaking process.