6:25-cv-00045•Archibald v. Bisignano
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UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF TEXAS VICTORIA DIVISION BENJAMIN A., Plaintiff, VS. § § § § § § § § § CIVIL ACTION NO. 6:25-CV-00045 FRANK BISIGNANO, Defendant. MEMORANDUM AND RECOMMENDATION Plaintiff Benjamin A.1 filed this action pursuant to 42 U.S.C. § 405(g) to review the decision of the Commissioner of Social Security (“the Commissioner”) to deny his application for Social Security disability benefits. Now pending are Benjamin’s and the Commissioner’s construed cross-motions for summary judgment. (D.E.s 7, 10). Benjamin contends that substantial evidence did not support the Administrative Law Judge’s (“ALJ”) conclusion that Dr. Chelsea Wooley’s opinion was unsupported and inconsistent with the objective findings. For the reasons discussed further below, it is recommended that Benjamin’s motion (D.E. 7) be DENIED, the Commissioner’s motion (D.E. 10) be GRANTED, and this cause of action be DISMISSED. 1 Pursuant to the May 1, 2018, “Memorandum Re: Privacy Concern Regarding Social Security and Immigration Opinions” issued by the Committee on Court Administration and Case Management of the Judicial Conference of the United States, this order uses only Plaintiff’s first name and last initial. United States District Court Southern District of Texas ENTERED July 17, 2026 Nathan Ochsner, Clerk Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 1 of 37
2 I. JURISDICTION This Court has jurisdiction under 42 U.S.C. § 405(g) to review a final decision of the Commissioner of Social Security and venue is appropriate because Benjamin resides in DeWitt County, Texas. 42 U.S.C. § 405(g); 28 U.S.C. § 124(b)(5). II. BACKGROUND & ADMINISTRATIVE RECORD a. Application and Hearing In May 2022, Benjamin filed applications for disability insurance benefits and supplemental security income, alleging a disability commencing on March 3, 2022. (D.E. 5-6 at 2-6, 9-10). Benjamin claimed the following disabling conditions: (1) major depressive disorder – recurrent episode, moderate; (2) borderline personality disorder; (3) posttraumatic stress disorder – childhood trauma (“PTSD”); (4) unspecified disruptive impulse control – conduct disorder; (5) chronic back pain; (6) chronic neck pain; (7) degenerative disc disease; (8) high blood pressure; and (9) gout. (D.E. 5-7 at 26). The Commissioner denied Benjamin’s application both initially and on reconsideration. (D.E. 5-4 at 2, 24). In the Disability Determination Explanation at the initial stage, state medical consultant Dr. Leslie Postovoit concluded that Benjamin had severe impairments consisting of: (1) personality disorders; (2) substance addiction disorders (alcohol); (3) depressive, bipolar, and related disorders; (4) anxiety and obsessive-compulsive disorders; (5) trauma-and-stressor-related disorders; (6) impulse control disorders; and (7) disorders of the skeletal spine. (Id. at D.E. 5-4 at 6). In considering the Paragraph B Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 2 of 37
3 criteria, Dr. Postovoit concluded that Benjamin had moderate impairments in his abilities to interact with others and concentrate, persist, and maintain pace, and a mild limitation in his ability to adapt or manage himself. (Id.). Dr. Postovoit noted that Benjamin had symptoms “very indicative of Borderline Personality [Disorder]” and that it seemed that his mental health “providers gave him sound guidance and set some boundaries he didn’t like.” (Id. at 7). When evaluating Benjamin’s mental RFC, Dr. Postovoit found that he had several moderate limitations throughout the more specific criteria considered. (Id. at 10-11). She stated that Benjamin struggled with adaptive coping strategies and would have some episodes of anxiety and mood dysregulation that interfered with his ability to focus on productive activities. (Id. at 10). However, Dr. Postovoit did not believe this interference would preclude him from participation in a normal routine by 12 months after his alleged onset date. (Id.). Similarly, within 12 months of his alleged onset date, Dr. Postovoit believed Benjamin would be able to maintain adequate levels of social functioning in work settings that limited contact with the general public and where feedback was given respectfully. (Id. at 11). In the Disability Determination Explanation at the reconsideration stage, state medical consultant Dr. Matthew Long concluded that Benjamin had severe impairments consisting of: (1) personality disorders; (2) substance addiction disorders (alcohol); (3) depressive, bipolar, and related disorders; (4) anxiety and obsessive-compulsive disorders; (5) trauma and stressor-related disorders; (6) impulse control disorders; and (7) disorders of the skeletal spine. (Id. at 28). He also concluded that Benjamin had Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 3 of 37
4 moderate impairments in all four areas of mental functioning in the Paragraph B criteria. (Id.). Dr. Long concluded that Benjamin had symptoms that would “restrict but … not preclude basic work activity.” (Id. at 29). When evaluating Benjamin’s mental RFC, Dr. Long found that he had several moderate limitations throughout the more specific criteria considered. (Id. at 33-34). Dr. Long concluded that Benjamin had the ability to: (1) understand and remember simple instructions; (2) maintain attention and concentration on simple tasks for extended periods over two hours in duration; (3) complete a normal workday and workweek without an unreasonable number and length of rest periods; (4) relate to the public on a limited basis, and relate to co-workers and supervisors in non- confrontational situations; (5) accept respectful supervision and constructive criticism; and (6) adapt to simple changes in a routine work setting. (Id. at 34). The ALJ held a hearing on May 1, 2024, at which Benjamin testified to the following. (D.E. 503 at 175-93). He was seeing a psychiatrist for his mental health issues and taking five medications. (Id. at 181). He had been hospitalized three previous times for his mental health issues, most recently in 2017. (Id. at 181-82). He was still having struggles despite the medications. (Id. at 182). He did not have a social life outside of his aunt and her husband, who he lived with. (Id.). He had suicidal ideation once a day and had issues with cutting. (Id. at 183). He had also experienced hallucinations. (Id. at 183- 84). Benjamin could not explain exactly how often these hallucinations happened, but noted that they seemed to happen more often when he had increased stress. (Id. at 184). Past trauma made it difficult for him to sleep, and he slept only around 10 hours per week. Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 4 of 37
5 (Id.). His mental health issues made it so he could not work due to lack of patience, attention span, and memory. (Id. at 188). A vocational expert identified Benjamin’s past relevant work as a management trainee. (Id. at 189). The ALJ asked the vocational expert whether there was work in the national economy for a person with the same age, educational history, and work history as Benjamin who could: (1) perform light work; (2) have no exposure to fumes or gases and only occasional exposure to dust or poor ventilation; (3) have no exposure to unprotected heights or moving mechanical parts; (4) understand, remember, and carry out simple tasks involving simple work-related instructions; (5) have no interaction with the general public and only occasional interaction with coworkers and supervisors; and (6) have only occasional workplace changes. (Id.). The vocational expert testified that such a person could not complete Benjamin’s previous work, but could perform jobs such as office helper, shipping and receiving weigher, and laundry sorter. (Id. at 190). In response to an additional hypothetical from the ALJ, the vocational expert testified that no work would be available if the person would have two to three absences per month, required 30 minute breaks every two hours, or could have no interaction with coworkers and supervisors. (Id.). b. Medical Records and Function Reports On April 14, 2020, Benjamin had an appointment for psychiatric care with Dr. James Dotter, at which he sought to switch his anxiety medication. (D.E. 5-10 at 4). His illness history included depression, PTSD, impulse control disorder with anger outbursts, alcohol dependence, and personality disorder. (Id.). His depression was rated at moderate Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 5 of 37
6 severity and had been ongoing for over three months, but was stable. (Id. at 4-5). His mental status examination was normal, and he had fair insight and judgment. (Id. at 6-8). Dr. Dotter continued Benjamin’s prescriptions for Cymbalta and Trazodone, but prescribed Xanax in place of a previous prescription for Ativan. (Id. at 8). On May 11, 2020, Benjamin had a follow-up appointment related to his back pain. (D.E. 5-14 at 175). He was noted to be anxious but cooperative. (Id. at 176). The same was true in June and November 2020. (Id. at 160, 170). On July 17, 2020, Benjamin completed a mental health recovery plan. (D.E. 5-10 at 29). His presenting problems included: (1) depression that caused him to always be sad, not leave his room, stay in the dark, and isolate; (2) limited sleep of 2-3 hours; (3) self- injury including cutting himself twice in the previous month; (4) anxiety that resulted in him not liking being around other people, being unable to catch his breath, and having a racing mind; (5) alcohol use; and (6) self-care limitations including a decrease in showers. (Id.). At a follow-up with Dr. Dotter on July 31, 2020, Benjamin sought new medications for depression and anxiety. (Id. at 35). His mental status examination was normal, and he had fair insight and judgment. (Id. at 37-39). At an August 13, 2020, mental health appointment, Benjamin’s affect was tearful and depressed, and he had been cutting himself as a form of self-harm. (Id. at 54). He denied any suicidal ideation. (Id.). At an August 20, 2020, appointment, Benjamin’s mood/affect and behavior/functioning had both improved to be unremarkable. (Id. at 59). Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 6 of 37
7 He noted he had stopped taking Abilify. (Id.). The same was true on August 27, 2020, although Benjamin’s case manager noted that he was not making progress on his goals due to increasing depression, medical issues, and legal issues. (Id. at 62). At a September 4, 2020, medical appointment for back pain, Dr. Sarah Lewis noted that Benjamin was “extremely anxious, and [was] sweating profusely.” (D.E. 5-8 at 172). She also noted that he had “multiple deep and long gashes to bilateral upper extremities in various states of healing for what he calls ‘cutting.’” Benjamin informed her that he was often anxious meeting new people, especially for medical appointments. (Id.). At a September 10, 2020, mental health appointment, Benjamin reported that he had stayed up over 55 hours straight the previous weekend and had “lost touch with reality,” including a belief that he was a target of the Romanian mafia. (D.E. 5-10 at 65). He became tearful when discussing how he wanted to protect Romanian girls he knew online. Benjamin stated that he no longer had any perception of time. (Id.). At a September 24, 2020, appointment, Benjamin “was tearful throughout [the] session due to continued depression and physical pain.” (Id. at 68). At a September 30, 2020, appointment, Benjamin admitted to cutting himself, but stated that he was not doing it to kill himself. (Id. at 71). He was upset throughout the call. (Id.). At an October 6, 2020, appointment, Benjamin reported that he had not cut himself since the previous appointment, and he felt “like things are finally starting to look up got him.” (Id. at 74). At an October 8, 2020, appointment, however, Benjamin’s case manager again found that his response to intervention was negative and he did not wish to refrain Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 7 of 37
8 from consuming alcohol with his medications. (Id. at 77). Benjamin was feeling better at an October 14, 2020, appointment, in part due to an appointment with a new mental health provider the next day. (Id. at 80). On October 15, 2020, Benjamin had an appointment with Advanced Practice Nurse (“APN”) Angela Covarrubias for a psychiatric evaluation. (Id. at 82). He reported that he was not taking Abilify, but was taking Ativan, and that he wanted “someone to fix me and give me meds to make me happy.” (Id.). Benjamin further reported that his medications stopped working, so he had started drinking again. (Id. at 83). He felt that his life sucked every day and that he had been depressed his entire life, although it worsened when he moved to Texas two years earlier. He felt worthless, hopeless, and did not sleep well. His anxiety caused him to worry constantly, and the only way to stop was to drink and pass out. (Id.). His PTSD arose from sexual abuse as a child and witnessing a friend’s suicide. (Id. at 84). He also experienced angry outbursts and impulsive behavior. (Id.). Benjamin reported drinking 4-5 beers or a bottle of wine per day on average. (Id. at 85). During a mental status examination, APN Covarrubias noted that Benjamin’s mood was sad and anxious, and his affect was dysphoric and anxious. (Id. at 86). He had thought content abnormalities including feelings of worthlessness, loneliness, guilt, hopelessness, and helplessness. (Id. at 87). His insight and judgment were poor. (Id.). The examination was otherwise normal. (Id. at 86-88). APN Covarrubias continued prescriptions for Cymbalta and Ativan for depression and anxiety, stopped a prescription for Abilify, started a Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 8 of 37
9 prescription for Latuda for mood instability, and continued a prescription for trazodone for insomnia. (Id. at 89). At an October 27, 2020, appointment with his case manager, Benjamin reported that his depression had shifted more towards anger than sadness. (Id. at 104). His response to intervention was negative as he was highly agitated, and barriers included medication noncompliance, continued drinking of alcohol, and increasing depression, among others. (Id.). Benjamin was angry at a November 11, 2020, appointment. (Id. at 108). He felt that a nurse with his mental health provider never returned his calls, that his medication was making him worse, and that just wanted to die. He was cutting himself again. He admitted to suicidal ideation, but stated that he did not want to do it. (Id.). At a December 9, 2020, appointment, Benjamin reported he was doing great after having surgery on his back. (Id. at 111). The felt that the decrease in back pain had also improved his mood and mental health. He reported that he had not cut or had alcohol since his surgery. (Id.). At a February 1, 2021, appointment with APN Covarrubias, Benjamin reported that he was compliant with his medications. (Id. at 125). He reported that his depression was about the same with good and bad days and he still was not sleeping well. (Id. at 126). His anxiety was still bad because he was out of Ativan, but he had not had alcohol since his surgery. (Id.). APN Covarrubias continued his prescriptions, and also added a prescription for Remeron for treatment-resistant depression. (Id. at 132). On February 19, 2021, Benjamin called a mental health crisis line and reported that he cut his throat that night to self-harm. (D.E. 5-12 at 135). He reported that it was only a Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 9 of 37
10 scratch and had stopped bleeding. After talking with a crisis case manager, Benjamin agreed to put a knife away and stated that he was done cutting for the night. (Id. at 136). At a February 22, 2021, appointment with his case manager, Benjamin explained that a disability judge had denied his claim because he had returned to work. (D.E. 5-10 at 141). He also was upset that his mental health provider stated that he was stable and apologized for having left his case manager an “ugly” voice message about it. His back pain had returned and worsened since he began working. His anxiety had also worsened. Benjamin reported that he did not believe he was suicidal when he cut his neck, but was merely angry and overwhelmed with everything happening. His case manager attempted to discuss coping skills, but Benjamin responded that cutting was his coping skill and he would not use healthier coping skills. (Id.). At a March 23, 2021, appointment with APN Covarrubias, Benjamin reported that he was compliant with his medications. (Id. at 145). He reported that his depression was not good and that he had called the suicide hotline. (Id. at 146). His sleep had improved a little. (Id.). He was still suffering from anxiety, particularly regarding unknowns related to his back problems and work. (Id. at 147). His mental status examination was normal, although his insight and judgment were poor. (Id. at 149-51). APN Covarrubias continued all of his prescriptions, and increased his dosage of Remeron. (Id. at 152). At a March 30, 2021, appointment with his case manager, Benjamin reported that he was having an anxiety attack. (Id. at 167). His case manager gave him strategies to help him relax. She observed that he was receptive and engaged throughout the Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 10 of 37
11 appointment, and noted some progress because he was taking his medication and had not cut for several weeks. (Id.). The same was true on April 21, 2021. (Id. at 170). At a September 22, 2021, appointment with APN Covarrubias, Benjamin reported that he was compliant with his medications. (Id. at 176). He further reported that his depression had been bad since he returned to work, he had been awake for 72 straight hours, and he also had not been eating. (Id. at 177). He thought about suicide at times, but did not act on it. (Id.). He also reported anxiety that made him afraid to sleep. (Id. at 178). During a mental status examination, his mood was sad and anxious, his affect was dysphoric and anxious, his insight and judgment were poor, and all other areas were normal. (Id. at 180-82). APN Covarrubias continued Benjamin’s prescriptions for Cymbalta, Ativan, and trazodone, and increased his dosage of Remeron. (Id. at 183). On September 23, 2021, Benjamin visited Dr. Gary P. Willers and reported memory loss. (D.E. 5-14 at 145). Benjamin reported that the onset of the memory loss was sudden, had been occurring for two days, and was gradually worsening. Other symptoms included excessively sweating, getting bad cramps in his lower extremities, and difficulty getting words out. (Id.). His mood and affect were anxious. (Id. at 146). Dr. Willers directed him to visit the emergency room. (Id.). In the emergency room, Benjamin was noted to be somewhat anxious. (D.E. 5-9 at 46). He reported that he had been stressed at work and felt like he was having a panic attack the previous day. (Id.). The doctor recommended that he stay for monitoring, but Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 11 of 37
12 Benjamin stated that he felt fine and was emphatic that he wanted to be discharged. (Id. at 49). He was diagnosed with hypertension. (Id. at 51). In a December 8, 2021, safety/crisis plan developed with his case manager, Benjamin stated that drinking and cutting were his only coping strategies, and he refused to get rid of alcohol or sharps. (D.E. 5-10 at 192). At a December 10, 2021, appointment, Benjamin reported that he had not cut himself since last speaking to his case manager, but had continued to drink alcohol. (Id. at 199). He had experienced suicidal ideation, but had no method, plan, or intent. (Id.). At a December 14, 2021, appointment with APN Covarrubias, Benjamin reported that he was compliant with his medications. (D.E. 5-11 at 4). He stated that his depression was the same or worse, he had quit his job, he had suicidal ideation every day, and he had not slept in three days. (Id. at 5). He also reported that his anxiety was worse. (Id. at 6). During a mental status examination, Benjamin’s mood was sad and anxious, his affect was dysphoric, anxious, and irritable/angry, he had thought content abnormalities including hopelessness, he had suicidal ideation and a plan, and he had poor insight and judgment. (Id. at 9-10). The remaining areas of the examination were normal. (Id.). APN Covarrubias noted that Benjamin was not taking responsibility for his care, was angry that his Ativan had not been increased between appointments, and blamed his mental health providers for his decision to quit his job. (Id. at 11). He reiterated that he had suicidal ideation with a new plan every day, but stated that this had been true for 30 years. He was upset because he had never actually seen APN Covarrubias due to COVID protocols Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 12 of 37
13 requiring telehealth visits. Benjamin stated that no one helped him and that APN Covarrubias had previously said she could not help him and medication would not help him. APN Covarrubias disagreed with this characterization and reminded Benjamin that medication may not take away all symptoms and that coping skills, therapy, and daily exercise were also needed. She called the crisis department to perform a crisis evaluation. (Id. at 11). At a December 27, 2021, appointment with his case manager, Benjamin was tearful and angry. (Id. at 23). He reported that he was feeling better because his case manager called him. (Id. at 24). He was upset that the crisis team was sent to his home, but understood why they were called. Benjamin reported that he had not looked for work because he did not want to be around people. His case manager suggested looking for customer service jobs that could be done from home or overnight stocking shifts, and Benjamin felt better after looking at job listings. (Id.). At a January 20, 2022, appointment, Benjamin reported that he had not had alcohol in two days and was feeling withdrawal symptoms. (D.E. 5-13 at 34). He remained resistant to his case manager’s attempts to teach him coping skills and “continuously present[ed] as help-rejecting and victim stance[d].” He stated that nothing worked but cutting, and he had not cut in a while. His case manager attempted to praise him for not cutting, but he responded that it was not good. He was resistant to learning coping skills and only semi-engaged throughout the session. (Id.). At a January 24, 2022, appointment, Benjamin had a labile mood and went from laughing to crying. (Id. at 38). He was tearful because he had increased gout symptoms Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 13 of 37
14 that made it difficult to move. (Id. at 39). He reported that he had not cut and had not been drinking, and the gout was flaring up due to not drinking. He had not been eating, sleeping, or drinking anything. (Id.). On January 26, 2022, Benjamin had a doctor’s appointment for his gout where he was described as anxious. (D.E. 5-14 at 138). At a February 1, 2022, appointment, Benjamin noted that he had been drinking two 12-packs of alcoholic seltzers a day since the previous November, and attempting to stop caused the gout flare-up. (Id. at 134). He also reported multiple instances in which he had “seizures” and woke up with a bitten tongue and sore muscles. (Id. at 135). His mood and affect were anxious. (Id.). On March 2, 2022, Benjamin called a crisis hotline and was crying. (Id. at 59). He stated that he did not see a better tomorrow and had no reason to go on, and reported that he had been cutting himself for several days and that his chest was a bloody mess. He reported that he did not need medical attention. He sounded as though he was in pain and reported that he was bleeding a lot, but the cutting was not a suicide attempt. Benjamin further stated that he had stopped eating and sleeping, he suffered from not knowing what was real, and he had been drinking all day. He did not want any assistance sent to his home. (Id.). He reported suicidal ideation, but no plan. (Id. at 60). Benjamin reported that he would stay safe that night and was going to drink until he passed out. (Id. at 61). At a March 7, 2022, appointment with his case manager, Benjamin reported continued alcohol use and depressive symptoms. (Id. at 65). He stated that he was not in Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 14 of 37
15 a crisis and did not want anyone sent to his home, and ended the call when his case manager attempted to schedule a home visit. (Id.). At a March 9, 2022, appointment with APN Covarrubias, Benjamin reported that he was compliant with his medications, but that his symptoms had not improved. (D.E. 5-11 at 59). He reported that he stayed in his room all day, peed in bottles, was sleep and food- deprived, and had suicidal thoughts every day. (Id. at 60). During a mental status examination, Benjamin’s mood was sad and anxious, his affect was dysphoric, anxious, irritable/angry, tearful, and help rejecting/sarcastic, he had thought content abnormalities including hopelessness, he had current suicide ideation, and his insight and judgment were poor. (Id. at 63-64). APN Covarrubias noted that Benjamin continued “to have help- rejecting/victim stancing behaviors” and did not take responsibility for his part in the treatment plan. (Id. at 66). She continued his prescriptions, but held his Ativan prescription due to his daily suicidal ideation. (Id.). At a March 14, 2022, appointment with his case manager, Benjamin reported that he woke up that weekend and “actually saw daylight.” (D.E. 5-13 at 88). He realized he was slowly committing suicide by drinking alcohol and not eating, so he began eating more, drinking water, and taking his meds because he wanted “to do more with my life.” His case manager discussed coping skills and noted that it was important to be active instead of staying alone with his thoughts. (Id.). However, this was not the case on March 21, 2022. (D.E. 5-11 at 83). Benjamin reported that he had been sick all weekend and was happy because he was sure he was going to die, but he did not. He did not participate when Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 15 of 37
16 his case manager tried to discuss coping skills, and he became tearful and ended the call. (Id.). On March 30, 2022, Benjamin reported that he had been in bed for several days and still had not been eating or drinking water. (Id. at 87). At an April 4, 2022, appointment with his case manager, Benjamin reported that he had been extremely depressed, but cleaned his room and did laundry over the weekend. (Id. at 91). He also reported a seizure over the weekend and had a doctor’s appointment scheduled. (Id.). On April 7, 2022, Benjamin visited Dr. Willers regarding his seizure. (D.E. 5-14 at 128). He reported that the seizures had been ongoing for seven months and were preceded by a loss of awareness and visual hallucinations. They were followed by confusion, lethargy, weakness, and loss of consciousness. Benjamin’s aunt confirmed that she had seen him have “a full blown seizure” the previous week and that he slept for almost two days afterwards. (Id.). Benjamin was able to make an appointment with neurology in June, but was prescribed medication in the meantime. (Id. at 130). At an April 11, 2022, appointment with his case manager, Benjamin reported that he drank beer instead of eating or drinking water. (D.E. 5-11 at 95). His case manager attempted to discuss how using alcohol could worsen symptoms and decrease the effectiveness of coping skills, but Benjamin responded that he had no positive coping skills anyway. He was not receptive to using coping skills. (Id.). On April 19, 2022, Benjamin reported that he felt like he was losing time because he did not remember doing things. (Id. at 99). On April 23, 2022, he again reported losing time, stating that he was discovering Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 16 of 37
17 online purchases and conversations during times he thought he was asleep. (Id. at 104). He then stated that he had determined a method to commit suicide. He refused to change to more frequent appointments with his case manager or to sending an officer for a wellness check. His case manager encouraged him to call to schedule an earlier appointment with APN Covarrubias, but Benjamin stated that APN Covarrubias told him she could not help him. His case manager pushed back on this interpretation of what he had been told. (Id.). On May 4, 2022, Benjamin reported that he still felt as though he was disassociating, and he was seeing messages online where he was speaking Russian even though he did not know Russian. (Id. at 111). He wanted an appointment with APN Covarrubias, but he also stated that she hated him and told him that she could not help him. (Id.). On May 6, 2022, Benjamin had a follow-up with Dr. Willers regarding his seizures. (D.E. 5-14 at 125). His mood was anxious, depressed, and labile. (Id. at 126). He had been apparently seizure-free until the day before, when there was a period of time he did not remember. (Id. at 127). When he had a seizure, Benjamin saw an orb of light and then blacked out. Dr. Willers adjusted his medication. (Id.). At a May 9, 2022, appointment with his case manager, Benjamin reported that his doctor was concerned about his kidneys, and Benjamin hoped this was what killed him. (D.E. 5-13 at 112). He reported symptoms of mania including staying awake for days and then sleeping for days afterwards. He also reported continued disassociation. On May 16, 2022, Benjamin presented as “manic, paranoid, and delusional.” (D.E. 5-11 at 120). He reported that he had been awake for four days without sleep. He reported a dispute with a Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 17 of 37
18 cam girl from Colombia, but he did not know if any of it was real. (Id.). On May 19, 2022, Benjamin again presented as manic, delusional, and paranoid. (Id. at 137). He again reported that he had probably not taken his medication. (Id.). At a May 27, 2022, appointment with his case manager, Benjamin presented as calm and coherent and reported that he had been sleeping more. (Id. at 141). He stated that he had an old girlfriend coming to visit and had been taking his medications more often. (Id.). On June 6, 2022, Benjamin visited Dr. Willers for a follow-up on his seizures. (D.E. 5-14 at 121). He reported that he felt like he had split personalities, and he was still having blackouts every other day even when taking seizure medication. He also reported that he went through manic states where he did not sleep for days at a time and hallucinated. Benjamin stated that he had not slept for five days. (Id.). Dr. Willers noted that his mood and affect were anxious, hypomanic, and labile. (Id. at 122). He continued Benjamin’s seizure medication, and also recommended that Benjamin take lithium carbonate to manage his bipolar disease. (Id. at 123). Benjamin reported the following in a June 9, 2022, function report. (D.E. 5-7 at 38). He spent his time in his room online or watching TV. (Id. at 39). He went days without sleeping due to PTSD. He went days without bathing due to depression. (Id.). He needed reminders to take medication and to shower. (Id. at 40). He did not prepare food. (Id.). He did not go outside of the home alone because he would “rather choke [people] than say hello.” (Id. at 41). He could not drive due to his blackouts. He could not pay bills, handle a savings account, or use a checkbook/money orders. He became impulsive Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 18 of 37
19 when manic and spent his money. (Id.). His only hobby was watching TV. (Id. at 42). He used porn websites to spend time with others. He did not go anywhere because he hated people and it caused anxiety. (Id.). He did not follow written or spoken instructions well, did not get along with authority figures, and quit his previous job due to issues getting along with others. (Id. at 43). He did not handle stress well and reacted by cutting himself. (Id. at 44). He also did not handle changes in routine well. (Id.). Benjamin completed a second function report on June 10, 2022, and reported the following. (Id. at 54). He could not drive due to dizziness and blackouts, and at one point he lost two days with no memory of what he did. (Id.). He spent his days sitting in a chair, eating dinner, and on the computer. (Id. at 55). His conditions affected his sleep and his mania caused him to go five days without sleep sometimes. He needed reminders to shower. (Id.). He also needed reminders to take medication. (Id. at 56). He did not prepare his own food or do any housework. (Id.). He rarely went outside and did not drive. (Id. at 57). He sometimes went shopping with his aunt to get out of the house, but only rarely because he hated people. He could not handle money and overspent during manic episodes. (Id.). His hobby was visiting cam websites for companionship, but he did not handle this well, had hallucinations, and created alternate realities. (Id. at 58). Visiting cam sites and talking to cam models was his only social activity. He had difficulty getting along with people because they “are evil.” (Id.). He could follow written instructions if he was not interrupted and could follow spoken instructions as long as they were slow. (Id. at 59). He did not get along with authority figures and had lost a job because of issues getting along Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 19 of 37
20 with other people. (Id.). Stress caused him to freak out, have anxiety, and cry, and changes in routine annoyed him. (Id. at 60). He had noticed unusual behaviors and fears, including that other people were in his house or hacking his computer. (Id.). He was experiencing different realities and thought that he had a second personality that functioned during his blackouts. (Id. at 61). At a June 13, 2022, appointment with his case manager, Benjamin reported that he was not feeling better and was upset because he spent extra emergency money his aunt gave him on alcohol and cam girls. (D.E. 5-13 at 138). He stated that if he made it to 50 years old, he would kill himself the next day. (Id.). On June 15, 2022, Benjamin visited neurologist Dr. Andrew J. Cichowski regarding his seizures. (D.E. 5-11 at 155). He recounted his experiences with the seizures. He noted that his PTSD from witnessing his friend commit suicide was why he could not sleep and caused him to drink until he blacked out. (Id.). He stated that he had cut back significantly on his alcohol intake and only had a couple of beers most days. (Id. at 156). Dr. Cichowski prescribed Lamotrigine and recommended further testing, dependent on Benjamin’s insurance coverage and anxiety. (Id. at 159-60). On June 17, 2022, Benjamin visited APN Covarrubias. (D.E. 5-13 at 139). His mental status examination was normal with the exception of feelings of hopelessness. (Id. at 142-44). APN Covarrubias noted that Benjamin was now receiving mental health treatment through Dr. Willers, who had referred him to another psychiatric provider that Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 20 of 37
21 Benjamin wanted to see. (Id. at 148). APN Covarrubias would no longer handle his medication management. (Id.). On June 29, 2022, Benjamin visited psychiatrist Dr. Fazila Siddiqi. (D.E. 5-9 at 171). He reported that he had not slept for four days. His medical history report was consistent with previous explanations. (Id.). His general appearance and manner were anxious and restless, but cooperative with good eye contact. (Id. at 172). His judgment and insight were fair to good, his memory was fair but not good after seizures, his attention/concentration were distracted and intrusive, and his mood was anxious and depressed. (Id. at 174). Dr. Siddiqi continued his medications. (Id. at 174-75). At a June 30, 2022, appointment with his case manager, Benjamin was fidgety and had difficulty sitting still due to mania and frustration. (D.E. 5-13 at 165). He reported having angry outbursts. He was resistant to practicing positive coping skills. (Id.). On July 14, 2022, Benjamin’s mood was labile and switched from crying to laughing to being belligerent. (Id. at 171). He was actively intoxicated and drinking alcohol during the session. (Id.). His case manager attempted to discuss coping skills and calm Benjamin down, but he continually hit the table with his fist, and his aunt indicated that he had broken his hand. (Id. at 172). His aunt reported that she would take him to the emergency room when he became sober. (Id.). At a July 21, 2022, appointment, Benjamin was shaky and unsteady. (Id. at 176). He reported that he was shaky because he had not had any alcohol, and his case manager observed him drinking a seltzer. He apologized for the previous week, stated he got upset Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 21 of 37
22 over things he should not, and reported that he had been cutting himself. (Id.). On August 4, 2022, Benjamin reported that he was on a road trip with his family and presented as upbeat. (Id. at 179). He reported no instances of cutting or punching since he trip began. (Id.). The same was true on August 15, 2022. (Id. at 181). On August 17, 2022, Benjamin visited Dr. Siddiqi and reported that he was doing okay. (D.E. 5-14 at 248). He reported that he was feeling better, sleeping better, his nightmares had decreased, he was compliant with his medication, his depression was a 5 out of 10, his anxiety was under control, and he had no psychosis or suicidal ideation. (Id.). Dr. Siddiqi noted that he was not a danger to himself or others, but was high risk. (Id. at 250). Dr. Siddiqi increased his lithium and continued his other medications. (Id. at 251). At an August 18, 2022, appointment with his case manager, Benjamin reported no instances of self-injury. (D.E. 5-13 at 184). His case manager attempted to discuss other positive coping skills, but he was not receptive. (Id.). On August 24, 2022, Benjamin reported continued medication compliance, but also continued alcohol usage, and was not concerned about mixing medication with alcohol. (Id. at 188). On September 8, 2022, Benjamin reported that he continued to drink alcohol and had not had water in a month. (Id. at 192). He stated that he knew he needed to stop but had no other coping skills, but he also was resistant to learning other coping skills. (Id.). On September 16, 2022, Benjamin had a labile mood and went from crying to angry. (Id. at 197). He had slurred speech, punched a counter and injured his hand, and was intoxicated. (Id.). He reported that he had not slept in a few days. (Id. at 198). He reported Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 22 of 37
23 that he had taken 15 to 20 Tramadol with alcohol, but denied trying to commit suicide. He began slurring his speech more, his breathing became labored, and he continually tried to prevent himself from vomiting. His case manager called 911. (Id.). On September 22, 2022, Benjamin reported that he was initially angry that his case manager called 911, but understood that she was doing her job and knew that leaving the program would not be good for him. (Id. at 203). On October 6, 2022, Benjamin presented with increased depression and anger, stating that after he received disability backpay, he would go to Colombia to “look for some people and take them out.” (Id. at 216). His case manager noted that he “remain[ed] malingering and help-rejecting.” (Id.). At an October 13, 2022, appointment, Dr. Cichowski concluded that Benjamin’s recent “black out spells” where he chatted with women online while thinking he was asleep were likely related to his psychiatric conditions. (D.E. 5-11 at 173). Dr. Cichowski recommend a 72-hour ambulatory EEG, continued Benjamin’s Lamotrigine, and prescribed a tapered decrease of his other seizure medication. (Id.). At an October 27, 2022, appointment with his case manager, Benjamin reported that he had spoken with the devil and helped him kill people. (D.E. 5-13 at 222). He was not receptive to coping skills, medications, or other resources. (Id.). On November 2, 2022, Benjamin visited Dr. Siddiqi and reported having blackouts once a week. (D.E. 5-14 at 258). He stated that he lost two days and did not remember anything. He stated that his sleep was off and on, reported feeling low most of the time Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 23 of 37
24 but finding it manageable, and denied suicidal ideation, mania, and alcohol use. (Id.). Dr. Siddiqi continued his prescriptions. (Id. at 260). At a November 3, 2022, appointment with his case manager, Benjamin reported that he continued to drink and was happy with his depression, but had not been cutting or punching. (D.E. 5-13 at 225). However, on November 17, 2022, Benjamin was more positive and had an eagerness for the session his case manager had never seen. (Id. at 227). He had spoken to a friend who had been sober for a year and was interested in becoming sober himself. Benjamin reported drinking less and his case manager observed less shaking and uncontrollable movements. (Id.). On November 23, 2022, Benjamin reported that he was still decreasing alcohol intake, but was unsure about attending any recovery group. (Id. at 230). On January 5, 2023, he reported that he did want to attend an Alcoholics Anonymous meeting. (Id. at 232). However, on January 19, 2023, Benjamin reported he had no interest in attending the meeting anymore and that he would die at 11:59pm on the night before his fiftieth birthday, which was under a month away. (D.E. 5-14 at 2). He refused to discuss coping skills. (Id.). On January 26, 2023, Benjamin was actively drinking during the session and reported that he had been awake for three days. (Id. at 5). He refused to engage in a discussion about the importance of sleep and reported an increased urge to begin cutting. He also refused to review his safety plan. (Id.). On February 2, 2023, Benjamin reported he still had the urge to cut, but he had not acted on this urge. (Id. at 8). He again refused to discuss his safety plan. (Id.). On February 6, 2023, Benjamin reported that he did not Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 24 of 37
25 have an urge to cut. (Id. at 12). However, stated that he had not been taking his medication or attending psychiatric appointments, and he rejected any discussion of coping skills, doctors, or medication because “[n]one of it works.” (Id.). On February 8, 2023, Benjamin visited Dr. Siddiqi, who noted that he had missed appointments. (Id. at 263). Benjamin reported depression and anxiety the previous 1-2 weeks and thoughts of cutting himself. He was drinking 12-15 cans of beer per day. He stated that drinking slowed his brain down and allowed him to sleep. (Id.). Dr. Siddiqi continued his medications, prescribed new medications to help with sleep and alcohol use, and explained that Benjamin could not drink alcohol with his medications. (Id. at 266). At a February 13, 2023, appointment with his case manager, Benjamin presented with fresh cuts on his chest. (Id. at 14). He did not use coping skills when he had the urge to cut and was actively drinking alcohol during the session. (Id.). On April 26, 2023, Benjamin visited Dr. Siddiqi and reported having ups and downs, decreased cognitive functioning, and increasing memory problems. (Id. at 273). Dr. Siddiqi noted that Benjamin was still drinking alcohol and had not taken the medication prescribed to help with alcohol use. (Id. at 275). Dr. Siddiqi again discussed the risks of drinking alcohol with medication and the effects of alcohol on cognitive functioning. (Id. at 275-76). He continued Benjamin’s prescriptions. (Id. at 276). At a July 12, 2023, appointment, Benjamin reported decreasing his alcohol intake. (Id. at 279). Since his last appointment, he had cut himself once. (Id.). His memory was not good, he was at times distracted, and his mood was anxious. (Id. at 281). Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 25 of 37
26 On October 26, 2023, Benjamin visited psychologist Dr. Chelsea Wooley for a clinical interview and mental status examination. (Id. at 284-89). Benjamin reported symptoms of depression including crying a lot, getting sad for no reason, becoming moody when there is a full moon, and disliking other people. (Id. at 284). As to borderline personality disorder, Benjamin stated that he did not know much about it, but that he had been diagnosed many times because of his self-mutilation. (Id.). He reported PTSD symptoms including nightmares and being afraid to sleep. (Id. at 285). He reported anxiety symptoms including shaking, hating other people and being unable to be around them, being unable to go shopping for groceries, among other symptoms. (Id.). His depression, borderline personality disorder, PTSD, and anxiety were not well-controlled. (Id. at 284- 85). His mental health conditions negatively affected his employment, and his last job “paid [him] not to come back.” (Id. at 285). He was compliant with his medication and it was somewhat effective at reducing his symptoms. Benjamin reported that he had depression and anxiety his entire life. He reported both suicidal and homicidal ideation, although he denied current homicidal ideation because he was not around other people anymore. He reported both auditory and visual hallucinations beginning within the previous two years. (Id.). Benjamin further reported that he had difficulties with concentration, memory, and sleep. (Id. at 286). While he could manage a bank account and handle bill payments, his understanding of budgeting for daily needs and expenses was impaired. He reported alcohol use beginning when he was 13 and continuing through the present day, now consisting of a case of beer daily. Benjamin performed his activities of Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 26 of 37
27 daily living independently, but required maximum assistance for community outings because he disliked other people and needed help lifting things. He primarily watched TV and did not have friends or participate in social events. (Id.). He endorsed declining daily function due to both mental and physical limitations, and his psychological problems affected his interpersonal relationships and occupational functioning. (Id. at 287). During a mental status examination, Dr. Wooley observed that Benjamin displayed a restless attitude, but his eye contact was fair and his responses appeared forthcoming. (Id.). His speech was angry. His mood appeared dysphoric. He endorsed suicidal ideation without a plan, but there were no notable hallucinations or other special preoccupations during the exam. His thought process was logical and he showed no evidence of thought disturbances. His IQ appeared to be average, his fund of information was adequate, and he was oriented to person, place, time, and event. As to his memory, Benjamin recalled his age, date of birth, current date, current president, and a previous predicant, but could not recall the day of the week and recalled 1 of 3 words after a four minute delay. As to concentration and attention, he repeated 3 of 5 digits forward and 2 of 5 digits backward, spelled “world” backwards, and repeated a simple sentence with an error. (Id.). When asked to interpret idiomatic expressions, Benjamin stated that: (1) “the grass is greener on the other side” meant that “[s]omething is better than what you already have;” and (2) “people in glass houses shouldn’t throw stones” meant that “[t]hey are just as messed up as the rest of us.” (Id. at 287-88). Benjamin stated that if he saw smoke coming from the windows of a home, he would run and hide, and if he found a wallet on the street, he Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 27 of 37
28 would pick it up. (Id. at 288). His insight into his psychological concerns and judgment were adequate. (Id.). Dr. Wooley concluded that Benjamin’s prognosis was poor based on his history of substance abuse, persistent self-harm behaviors, and unwillingness to seek therapy services that created significant barriers to stability, recovery, and well-being. (Id.). Dr. Wooley believed that consistent therapy could help Benjamin discover problem-solving skills and coping strategies. She concluded that he was capable of managing benefits. When considering Benjamin’s functional capacity, Dr. Wooley concluded that he had a poor ability: (1) to understand, remember, and apply information, recall and utilize information, follow multi-step oral instructions, and use reasoning and judgment for work-related decision-making; (2) to relate and work with supervisors, co-workers, and the public; (3) to concentrate, persist, and maintain pace, including staying focused on work activities and sustaining productivity; and (4) to adapt and manage himself, regulate emotions, control behavior, and maintain his overall well-being in a work setting. (Id.). At a February 13, 2024, appointment with Dr. Willers, Benjamin reported suicidal ideation, loss of interest, depressed mood, poor concentration, appetite change, weight loss, and poor sleep. (Id. at 312). The symptoms were constant, severe, and worsening. He reported an upcoming appointment with Dr. Siddiqi, and stated that he used to have a mental health case worker, but they stopped showing up. (Id.). Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 28 of 37
29 c. ALJ Decision On August 23, 2024, the ALJ issued an opinion, concluding that Benjamin was not under a disability since March 3, 2022. (D.E. 5-3 at 107-20). At the first step of the sequential evaluation process, the ALJ concluded that Benjamin had not engaged in substantial gainful activity since the onset date. (Id. at 109). At the second step, the ALJ concluded that Benjamin had severe impairments consisting of alcohol abuse disorder, alcohol induced disorder, seizure disorder, bipolar disorder, personality disorder, PTSD, gout, obesity, and degenerative disc disease. (Id. at 109-10). At the third step, the ALJ concluded that Benjamin did not have an impairment or combination of impairments that met or medically equaled one of the listed impairments in 20 C.F.R. § 404, Subpart P, Appendix 1. (Id. at 110). In considering the Paragraph B criteria, the ALJ concluded that Benjamin had moderate limitations in all four areas of mental functioning. (Id. at 112). The ALJ extensively discussed the medical records, including Dr. Wooley’s opinion, in his analysis of the Paragraph B criteria. (Id.). The ALJ concluded that Benjamin had the RFC to complete light work, except that he could: (1) have no exposure to fumes or gases and only occasional exposure to dust or poor ventilation; (2) have no exposure to unprotected heights or moving mechanical parts; (3) understand, remember, and carry out only simple tasks involving simple work-related instructions; (4) have no interaction with the general public and only occasional interaction with coworkers or supervisors; and (5) have no more than occasional workplace changes. (Id. at 113). The ALJ stated that, although Benjamin had medically determinable Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 29 of 37
30 impairments that could reasonably have been expected to produce the alleged symptoms, his statements about the intensity, persistence, and limiting effects of the symptoms were not entirely consistent with the medical evidence and other evidence in the record. (Id. at 114). The ALJ then summarized the medical evidence and medical opinions in the record, including the mental health records. (Id. at 114-17). The ALJ stated that Dr. Wooley’s opinion was unpersuasive because it was inconsistent with the conservative nature of Benjamin’s treatment and the opinions of the state agency psychological consultants’ opinions. (Id. at 117). Further, the ALJ concluded that the opinion was inconsistent with and unsupported by the objective findings in the record, including that he managed his own care, was usually cooperative with treatment, had average intelligence and a good fund of knowledge, assisted his aunt with the home, performed household chores, and managed his own finances. (Id.). At step four, the ALJ concluded that Benjamin could not perform his past relevant work. (Id. at 118). However, at step five, the ALJ concluded that Benjamin could adjust to other work and perform other jobs in the national economy, including office helper, shipping and receiving weigher, and laundry sorter. (Id. at 119). Accordingly, the ALJ concluded that Benjamin was not under a disability from March 3, 2022, through the date of the decision. (Id. at 120). The Appeals Council denied Benjamin’s request for review of the ALJ’s decision. (Id. at 2-5). Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 30 of 37
31 III. DISCUSSION In his motion for summary judgment, Benjamin contends that the ALJ’s rejection of Dr. Wooley’s opinion was not supported by substantial evidence because his conclusion was inconsistent with the majority of the evidence in the record. (D.E. 7 at 7). Benjamin argues that the ALJ did not properly consider the supportability factor in reaching this conclusion, instead focusing only on the consistency of Dr. Wooley’s opinion with the rest of the record. (Id. at 9-10). As to the consistency factor, Benjamin argues that the ALJ’s opinion makes it appear as though there were no abnormal mental health findings in the record, but that this is not consistent with the extensive evidence in the record of suicidal ideation, self-harm and mutilation, a history of sexual abuse as a child, and repeated instances of being angry or irritable. (Id. at 10-11). Benjamin argues that the ALJ’s discussion does not paint an accurate picture of the evidence in the record and does not properly address the evidence that is contrary to the ALJ’s conclusion. (Id. at 11-12). The Commissioner responds that the ALJ properly explained the persuasiveness of each medical opinion in the record in accordance with the regulations. (D.E. 10 at 7-8). The Commissioner argues that, although the ALJ did not explicitly reference Dr. Wooley’s examination findings in his supportability analysis, he did discuss the examination findings earlier in the opinion and it was clear that he considered them. (Id. at 9-10). Further, the Commissioner argues that substantial evidence supported the ALJ’s conclusion that Dr. Wooley’s opinion was not supported by her examination findings, which included an average IQ, adequate fund of information, largely intact memory, fair eye contact, Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 31 of 37
32 forthcoming responses, and logical thought process, among other normal findings. (Id. at 10-11). Similarly, the Commissioner argues that substantial evidence supported the ALJ’s conclusion that Dr. Wooley’s opinion was inconsistent with the other medical evidence in the record, including the mental status examinations and the opinions of the state agency consultants. (Id. at 11-12). Judicial review of the Commissioner’s decision regarding a claimant’s entitlement to benefits is limited to two questions: (1) whether substantial evidence supports the Commissioner’s decision; and (2) whether the decision comports with relevant legal standards. Perez v. Barnhart, 415 F.3d 457, 461 (5th Cir. 2005). Substantial evidence is “such relevant evidence as a reasonable mind might accept as adequate to support a conclusion.” Id. The burden has been described as more than a scintilla, but lower than a preponderance. Id. On review, the Court may not reweigh the evidence, and it is the ALJ’s responsibility to resolve conflicts in the evidence, not the Court’s. Martinez v. Chater, 64 F.3d 172, 174 (5th Cir. 1995). “The ALJ's decision must stand or fall with the reasons set forth in the ALJ's decision, as adopted by the Appeals Council.” Newton v. Apfel, 209 F.3d 448, 455 (5th Cir. 2000). In evaluating a disability claim, the Commissioner follows a five-step sequential process to determine whether: (1) the claimant is participating in substantial gainful activity; (2) the claimant’s ability to work is significantly limited by a physical or mental impairment; (3) the claimant’s impairment meets or equals an impairment listed in the appendix to the regulations; (4) the impairment prevents the claimant from doing past Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 32 of 37
33 relevant work; and (5) the claimant cannot presently perform other relevant work. Martinez, 64 F.3d at 173-174; 20 C.F.R. §§ 404.1520(a)(4). The claimant bears the burden of proof on the first four steps, with the burden shifting to the Commissioner at the fifth step. Bowling v. Shalala, 36 F.3d 431, 435 (5th Cir. 1994). The ALJ bases his decision on the preponderance of the evidence in the record. 20 C.F.R. § 404.953(a). RFC, which is determined between the third and fourth steps, is the most a claimant can do despite their limitations. 20 C.F.R. § 404.1545(a); Perez, 415 F.3d at 461-62. When assessing a claimant’s RFC, the ALJ must consider all relevant medical and other evidence, including statements by the claimant and their family members regarding the limitations that result from their symptoms. 20 C.F.R. § 404.1545(a)(3). When creating the RFC, the ALJ must consider all a claimant’s medically determinable impairments. Id. § 404.1545(a)(2). “[T]he determination of residual functional capacity is the sole responsibility of the ALJ.” Taylor v. Astrue, 706 F.3d 600, 602-03 (5th Cir. 2012). When assessing a claimant’s RFC, the ALJ must consider all relevant medical and other evidence, including statements by the claimant and their family members regarding the limitations that result from their symptoms. 20 C.F.R. § 404.1545(a)(3). The “ALJ must consider all the record evidence and cannot ‘pick and choose’ only the evidence that supports his position.” Loza v. Apfel, 219 F.3d 378, 393 (5th Cir. 2000). The ALJ does not defer or give any specific evidentiary weight to any medical opinion or prior administrative medical finding. 20 C.F.R. § 404.1520c(a). The ALJ considers several factors when evaluating medical opinions, including: (1) supportability; Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 33 of 37
34 (2) consistency; (3) relationship with the claimant; (4) specialization; and (5) other factors as applicable. Id. § 404.1520c(c). The most important factors when evaluating persuasiveness are supportability and consistency. Id. § 404.1520c(a). “Supportability” means that “[t]he more relevant the objective medical evidence and supporting explanations presented by a medical source are to support his or her medical opinion(s) or prior administrative medical finding(s), the more persuasive the medical opinions or prior administrative medical finding(s) will be.” Id. § 404.1520c(c)(1). “Consistency” means that “[t]he more consistent a medical opinion(s) or prior administrative medical finding(s) is with the evidence from other medical sources and nonmedical sources in the claim, the more persuasive the medical opinion(s) or prior administrative medical finding(s) will be.” Id. § 404.1520c(c)(2). The ALJ must articulate how persuasive they find all of the medical opinions and prior administrative medical findings in the record. Id. § 404.1520c(b). The ALJ must address supportability and consistency, but the other factors are optional. Id. § 404.1520c(b)(2). Here, the ALJ adequately addressed both the supportability and consistency factors, and substantial evidence supported his conclusion that Dr. Wooley’s opinion was unpersuasive. First, the ALJ properly considered the supportability factor when evaluating Dr. Wooley’s opinion. The ALJ stated that Dr. Wooley’s conclusion that Benjamin had a poor ability to perform in all functional areas was both “unsupported” and “inconsistent” with, among other things, “the objective findings as described.” (D.E. 5-3 at 117). Earlier in his opinion, the ALJ extensively discussed Dr. Wooley’s objective findings, including Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 34 of 37
35 noting that she found Benjamin’s intelligence to be average and his fund of knowledge within normal limits, his thought process logical and relevant with no evidence of thought disturbance, his memory intact, and his judgment and insight intact. (Id. at 112, 115-16). The ALJ also acknowledged the parts of Dr. Wooley’s opinion that showed impairments, including variable concentration and attention. (Id. at 116). Considering the opinion as a whole and the ALJ’s specific reasoning for finding Dr. Wooley’s opinion unpersuasive, the record shows that he properly considered the supportability factor. Second, as to the consistency factor, the ALJ’s opinion accurately noted that records indicated Benjamin was generally cooperative and that mental status examinations throughout the record regularly showed normal cognition, memory, fund of knowledge, concentration, and attention. (See id. at 112, 115-17; D.E. 5-9 at 172, 174; D.E. 5-10 at 6- 8, 37-39, 86-88, 149-51, 180-82; D.E. 5-11 at 9-10; D.E. 5-13 at 142-44; D.E. 5-14 at 287- 88). On the other hand, the record also indicated that Benjamin often endorsed suicidal ideation, had several instances of self-cutting, and was regularly described as depressed and anxious with thought content abnormalities including feelings of hopelessness and worthlessness. (See, e.g., D.E. 5-8 at 172; D.E. 5-9 at 46, 172, 174; D.E. 5-10 at 83, 86- 87, 149-51, 180-82; D.E. 5-11 at 9-10, 63-64; D.E. 5-13 at 142-44; D.E. 5-14 at 122, 126, 135, 138, 146, 160, 170, 176, 281, 287-88). Overall, the record is mixed regarding the type and extent of Benjamin’s mental limitations, and there is certainly evidence in the record to support greater limitations than those found by the ALJ. However, it is not this Court's role to re-weigh the evidence, and considering the record as a whole, the ALJ's conclusion Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 35 of 37
36 that Dr. Wooley’s opinion was unsupported by her examination, inconsistent with the wider record, and accordingly unpersuasive was supported by more than a scintilla of evidence. Perez, 415 F.3d at 461; Martinez, 64 F.3d at 174. IV. RECOMMENDATION Accordingly, it is recommended that Benjamin’s motion (D.E. 7) be DENIED, the Commissioner’s motion (D.E. 10) be GRANTED, and this cause of action be DISMISSED. Respectfully submitted on July 17, 2026. ____________________________ Julie K. Hampton United States Magistrate Judge Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 36 of 37
37 NOTICE TO PARTIES The Clerk will file this Memorandum and Recommendation and transmit a copy to each party or counsel. Within FOURTEEN (14) DAYS after being served with a copy of the Memorandum and Recommendation, a party may file with the Clerk and serve on the United States Magistrate Judge and all parties, written objections, pursuant to Fed. R. Civ. P. 72(b), 28 U.S.C. § 636(b)(1), General Order No. 2002-13, United States District Court for the Southern District of Texas. A party’s failure to file written objections to the proposed findings, conclusions, and recommendation in a magistrate judge’s report and recommendation within FOURTEEN (14) DAYS after being served with a copy shall bar that party, except upon grounds of plain error, from attacking on appeal the unobjected-to proposed factual findings and legal conclusions accepted by the district court. Douglass v. United Servs. Auto Ass’n, 79 F.3d 1415 (5th Cir. 1996) (en banc); 28 U.S.C § 636(b)(1). Case 6:25-cv-00045 Document 11 Filed 07/17/26 in TXSD Page 37 of 37
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