Lobbying Relationship

Client

Options Clearing Corporation (OCC)

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Lobbying firm

Forbes-Tate

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  • Issues related to financial services and tax.

Duration: to

General Issues: Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code, Budget/Appropriations

Spending: about $4,795,000 (But it's complicated. Here's why.)

Agencies lobbied since 2013: House of Representatives, U.S. Senate

Bills mentioned

H.R.10: Financial CHOICE Act of 2017

Sponsor: Jeb Hensarling (R-Texas)

H.R.691: CHOICE Act

Sponsor: Todd Rokita (R-Ind.)

S.235: CHOICE Act

Sponsor: Tim Scott (R-S.C.)

S.1484: Financial Regulatory Improvement Act of 2015

Sponsor: Richard C. Shelby (R-Ala.)

H.R.5485: Financial Services and General Government Appropriations Act, 2017

Sponsor: Ander Crenshaw (R-Fla.)

S.3067: Financial Services and General Government Appropriations Act, 2017

Sponsor: John Boozman (R-Ark.)

S.3040: Departments of Labor, Health and Human Services, and Education, and...

Sponsor: Roy Blunt (R-Mo.)

H.R.3020: Departments of Labor, Health and Human Services, and Education, and...

Sponsor: Tom Cole (R-Okla.)

S.1695: Departments of Labor, Health and Human Services, and Education, and...

Sponsor: Roy Blunt (R-Mo.)

H.R.2995: Financial Services and General Government Appropriations Act, 2016

Sponsor: Ander Crenshaw (R-Fla.)

S.1910: Financial Services and General Government Appropriations Act, 2016

Sponsor: John Boozman (R-Ark.)

H.R.925: The Heroes Act

Sponsor: Mike Thompson (D-Calif.)

Show All Mentioned Bills

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?
Jeff Strunk Deputy Floor Dir. & Floor Asst, House Speaker LA, Rep. Boehner; Staff member, Rep. Tiberi
Daniel Tate Spec. Asst. to Pres. Legis.Affairs; DAS-Dept of Energy LD, Rep. W.J. Bill Tauzin
Ryan Welch Leg. Director, Leg. Asst, Leg. Correspondent, Sen. Shelby
Jay Driscoll Legislative Assistant, Senator Max Baucus
Jeff Forbes Staff Director, Senate Finance Committee Chief of Staff, Senator Max Baucus Deputy Asst, Special Asst, Deputy Director EOP
Derrick White Deputy Press Secretary, Senator Orrin Hatch
Jeff Sadosky Communications Director, Senator Rob Portman Communications Director, Senator Kay Bailey Hutchison Deputy Press Secretary, Senator Mike DeWine
Cindy Brown Leg Assistant, Rep. Stupak, 1993-1994 Leg Director, Rep. Kind, 1999-2002 Chief of Staff, Rep. Kind, 2003-2009
Stacey Rolland Senior Advisor, U.S. Department of the Treasury (2013-2016); Senior Policy Advisor, Rep. Nancy Pelosi (2010-2013); Special Assistant, U.S. Department of the Treasury (2009-2010); Tax Counsel, Rep. Xavier Becerra (2007-2009)
Libby Greer n/a
Frank Steinberg n/a
John Buscher n/a
Kelley Williams n/a

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.

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Registration

Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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