Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues relating to 401(k) defined contributions.
H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions.
H.R. 1579, Accredited Investor Definition Review Act, all provisions.
H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions.
H.R. 2593, Senior Security Act of 2023, all provisions.
H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions.
H.R. 2799, Expanding Access to Capital Act of 2023, all provisions.
H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Issues pertaining to the application of the Foreign Investment in Real Property Tax Act.
Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Issues related to non-traded REITs and Business Development Corporations (BDCs).
Issues related to the definition of domestically controlled qualified investment entities (DCQIEs).
Duration: February 1, 2019
to
August 31, 2023
General Issues: Financial Institutions/Investments/Securities , Taxation/Internal Revenue Code
Spending: about $1,045,000 (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 2019: U.S. Senate, House of Representatives, Treasury - Dept of, Labor - Dept of (DOL), Securities & Exchange Commission (SEC), Executive Office of the President (EOP)
Lobbyists
Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.
Lobbyist
Covered positions?
Doyle Bartlett Chief of Staff, Rep. Bill McCollum.
Greg Mesack Staff Asst., Rep. Wally Herger and LD, Rep. Bob Ney.
Staff Assistant, Rep. Wally Herger; Legislative Director, Rep. Bob Ney.
Staff Assistant, Rep. Wally Herger; Legislative Director, Rep. Bob Ney; Legislative Analyst, House Republican Conference.
Chris McCannell Press Secretary, Rep. Paul Kanjorski; Press Secretary, Rep. Steny Hoyer; Chief of Staff, Rep. Michael McMahon; Chief of Staff, Rep. Joseph Crowley.
Press Secretary, Rep. Paul Kanjorski; Press Secretary, Rep. Steny Hoyer; Chief of Staff, Rep. Michael McMahon; Chief of Staff, Rep. Joseph Crowley.
Travis Johnson Deputy Chief of Staff, Senator David Vitter; Staff Director, Senate Banking Subcommittee on Economic Policy; Legislative Director, Rep John Shadegg; Sr. Legislative Assistant, Rep Tom Price; Staff Assistant, House Committee on Transportation.
Keenan Hale Jr. Legislative Assistant, Rep. Al Green.
Legislative Assistant, Rep. Al Green.
Blair Hancock Congressional Liaison, Department of Housing and Urban Development.
Disclosures Filed
Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.
3rd Quarter, 2023
GrayRobinson PA terminated an engagement in which they represented Institute for Portfolio Alternatives on Oct. 19, 2023.
Original Filing: 301506487.xml
Lobbying Issues
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues relating to 401(k) defined contributions.
H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions.
H.R. 1579, Accredited Investor Definition Review Act, all provisions.
H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions.
H.R. 2593, Senior Security Act of 2023, all provisions.
H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions.
H.R. 2799, Expanding Access to Capital Act of 2023, all provisions.
H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues pertaining to the application of the Foreign Investment in Real Property Tax Act.
Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Issues related to non-traded REITs and Business Development Corporations (BDCs).
Issues related to the definition of domestically controlled qualified investment entities (DCQIEs).
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2023
In Q2, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $60,000. The report was filed on July 19, 2023.
Original Filing: 301482617.xml
Lobbying Issues
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues relating to 401(k) defined contributions.
H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions.
H.R. 1579, Accredited Investor Definition Review Act, all provisions.
H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions.
H.R. 2593, Senior Security Act of 2023, all provisions.
H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions.
H.R. 2799, Expanding Access to Capital Act of 2023, all provisions.
H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues pertaining to the application of the Foreign Investment in Real Property Tax Act.
Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Issues related to non-traded REITs and Business Development Corporations (BDCs).
Issues related to the definition of domestically controlled qualified investment entities (DCQIEs).
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2023
In Q1, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $60,000. The report was filed on April 18, 2023.
Original Filing: 301454874.xml
Lobbying Issues
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues relating to 401(k) defined contributions.
Legislation to expand accredited investor definition.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Issues pertaining to the application of the Foreign Investment in Real Property Tax Act.
Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Issues related to non-traded REITs and Business Development Corporations (BDCs).
Issues related to the definition of domestically controlled qualified investment entities (DCQIEs).
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2022
In Q4, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $60,000. The report was filed on Jan. 20, 2023.
Original Filing: 301441136.xml
Lobbying Issues
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
S. 2082, MADE in America Act, all provisions.
Issues relating to 401(k) defined contributions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act.
H.R. 5376, Build Back Better Act and Inflation Adjustment Act of 2022, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
H.R. 3123, Parity for Non-Traded REITs Act, all provisions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2022
In Q3, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $56,000. The report was filed on Oct. 20, 2022.
Original Filing: 301412915.xml
Lobbying Issues
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues relating to 401(k) defined contributions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act.
H.R. 5376, Build Back Better Act and Inflation Adjustment Act of 2022, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
H.R. 3123, Parity for Non-Traded REITs Act, all provisions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2022
In Q2, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $56,000. The report was filed on July 20, 2022.
Original Filing: 301393074.xml
Lobbying Issues
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues relating to 401(k) defined contributions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act.
H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
H.R. 3123, Parity for Non-Traded REITs Act, all provisions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2022
In Q1, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $56,000. The report was filed on April 20, 2022.
Original Filing: 301367958.xml
Lobbying Issues
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues relating to 401(k) defined contributions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act.
H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
H.R. 3123, Parity for Non-Traded REITs Act, all provisions.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2021
In Q4, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $56,000. The report was filed on Jan. 20, 2022.
Original Filing: 301333591.xml
Lobbying Issues
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate.
Issues relating to 401(k) defined contributions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act.
H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2021
In Q3, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $56,000. The report was filed on Oct. 19, 2021.
Original Filing: 301305043.xml
Lobbying Issues
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate.
Issues relating to 401(k) defined contributions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act.
H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2021
In Q2, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $56,000. The report was filed on July 20, 2021.
Original Filing: 301286187.xml
Lobbying Issues
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate.
Issues relating to 401(k) defined contributions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Section 1031 like-kind exchanges.
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2021
In Q1, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $56,000. The report was filed on April 19, 2021.
Original Filing: 301257490.xml
Lobbying Issues
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate.
Issues relating to 401(k) defined contributions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Section 1031 like-kind exchanges.
Issues pertaining to the application of Foreign Investment in Real Property Tax Act.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2020
In Q4, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $56,000. The report was filed on Jan. 21, 2021.
Original Filing: 301244004.xml
Lobbying Issues
Issues relating to leverage ratios for non-traded business development companies.
Issues related to the accredited investor definition.
Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate.
Issues relating to 401(k) defined contributions.
HR 6800, Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act, provisions affecting investment products.
Health, Economic Assistance, Liability Protection and Schools Act (HEALS Act) provisions affecting investment products.
H.R. 133, Consolidated Appropriations Act, 2021, provisions relating to coronavirus stimulus and recovery.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
HR 2210, Invest in America Act, all provisions.
Section 1031 like-kind exchanges.
Issues pertaining to the application of Foreign Persons Investment in Real Property Tax of 1980.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2020
In Q3, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $56,000. The report was filed on Oct. 20, 2020.
Original Filing: 301221430.xml
Lobbying Issues
Issues relating to leverage ratios for non-traded business development companies.
Issues related to the accredited investor definition.
Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate.
Issues relating to 401(k) defined contributions.
HR 6800, Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act, provisions affecting investment products.
Health, Economic Assistance, Liability Protection and Schools Act (HEALS Act) provisions affecting investment products.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
HR 2210, Invest in America Act, all provisions.
Section 1031 like-kind exchanges.
Issues pertaining to the application of Foreign Persons Investment in Real Property Tax of 1980.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
2nd Quarter, 2020
In Q2, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $60,000. The report was filed on July 20, 2020.
Original Filing: 301201986.xml
Lobbying Issues
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act.
Issues relating to leverage ratios for non-traded business development companies.
Issues related to the accredited investor definition.
Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues pertaining to the Covid-19 crisis and impact on non-traded investment products.
Issues relating to 401(k) defined contributions.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
HR 2210, Invest in America Act, all provisions.
Section 1031 like-kind exchanges.
S. 3548, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products.
H.R. 748, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products.
Issues pertaining to the application of Foreign Persons Investment in Real Property Tax of 1980.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
1st Quarter, 2020
In Q1, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $56,000. The report was filed on April 17, 2020.
Original Filing: 301169490.xml
Lobbying Issues
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act.
Issues relating to leverage ratios for non-traded business development companies.
Issues related to the accredited investor definition.
Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Issues pertaining to the Covid-19 crisis and impact on non-traded investment products.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
HR 2210, Invest in America Act, all provisions.
Section 1031 like-kind exchanges.
S. 3548, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products.
H.R. 748, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
4th Quarter, 2019
In Q4, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $56,000. The report was filed on Jan. 17, 2020.
Original Filing: 301109881.xml
Lobbying Issues
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act.
Issues relating to leverage ratios for non-traded business development companies.
Issues related to the accredited investor definition.
Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
HR 2210, Invest in America Act, all provisions.
Section 1031 like-kind exchanges.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
3rd Quarter, 2019
In Q3, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $56,000. The report was filed on Oct. 18, 2019.
Original Filing: 301069249.xml
Lobbying Issues
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act.
Issues relating to leverage ratios for non-traded business development companies.
Issues related to the accredited investor definition.
Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2019
In Q2, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $56,000. The report was filed on July 19, 2019.
Original Filing: 301050983.xml
Lobbying Issues
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act.
Issues relating to leverage ratios for non-traded business development companies.
Issues related to the accredited investor definition.
Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest).
Issues relating to Opportunity Zones.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2019
In Q1, GrayRobinson PA lobbied for Institute for Portfolio Alternatives , earning $37,000. The report was filed on April 22, 2019.
Original Filing: 301035908.xml
Lobbying Issues
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act.
Issues relating to leverage ratios for non-traded business development companies.
Issues related to the accredited investor definition.
Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest).
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2019
GrayRobinson PA filed a lobbying registration on March 8, 2019 to represent Institute for Portfolio Alternatives, effective Feb. 1, 2019.
Original Filing: 301021345.xml
Issue(s) they said they’d lobby about: SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act.
Issues relating to leverage ratios for non-traded business development companies. .
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
Searching...