• Proxy voting policies, proxy advisors, systemic risks, shareholder proposal process, corporate disclosures, FSOC regulation and authority, climate financial risk, climate-related disclosures, ESG disclosures, greenwashing, 17 CFR 210, 229, 230, 232, 239, and 249, The Enhancement and Standardization of Climate-Related Disclosures for Investors Rule.
• Systemic risks, pension fund investment practices, retirement security policies, proxy voting, proxy advisors, ERISA implementation of fiduciary duty.
• H.R. 4664 Financial Services and General Government Appropriations Act, 2024.

Duration: September 18, 2023 to present

General Issues: Financial Institutions/Investments/Securities, Labor Issues/Antitrust/Workplace, Budget/Appropriations, Environmental/Superfund

Spending: about $10,000 (But it's complicated. Here's why.)

It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.

Agencies lobbied since 2023: U.S. Senate, House of Representatives, Securities & Exchange Commission (SEC)