Lobbying Relationship

Client

Vanguard Group

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Lobbying firm

VANGUARD GROUP

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  • Issues related to systemic risk regulation and non-bank financial intermediation including the FSOC Improvement Act (H.R. 3812 and S. 3601) Issues related to ETF regulation Issues related to municipal bonds and the structure of the municipal securities market Issues related to equity market structure matters Issues related to fund disclosure and investor experience Issues related to corporate governance, including ESG and proxy process, including the INDEX Act (S.2700), and the Empowering Shareholders Act (H.R. 4645) Issues related to fixed income funds and money market funds Issues related to index funds Issues related to access to investment opportunities Issues in support of providing for electronic delivery of fund information, including the Improving Disclosure for Investors Act (H.R. 1807 and S.3815) Issues related to allowing collective investment trusts in 403(b) plans (H.R. 3063) Issued related to the SECs proposed rules regarding liquidity risk management for open-end funds and swing pricing Issues related to products and markets Issues related to the use of predictive data analytics by broker dealers and investment advisers
  • Issues in support of providing for electronic delivery of ERISA mandated retirement information Issues related to employee benefit plan administration Issues related to allowing collective investment trusts in 403(b) plans (H.R. 3063) Issues related to implementation of the Consolidated Appropriations Act of 2023, Division T, including Section 603 Issues related to access to investment opportunities, including childrens savings accounts, and the provision of advice in retirement plans Issues related to considerations for plan fiduciaries Issued related to the SECs proposed rules regarding liquidity risk management for open-end funds and swing pricing
  • General tax issues related to mutual funds and ETFs Issues related to municipal bonds and the structure of the municipal securities market

Duration: to

General Issues: Financial Institutions/Investments/Securities, Retirement, Taxation/Internal Revenue Code, Budget/Appropriations, Homeland Security, Postal, Agriculture, Labor Issues/Antitrust/Workplace, Consumer Issues/Safety/Protection, Economics/Economic Development

Spending: about $33,770,000 (But it's complicated. Here's why.)

Agencies lobbied since 2007: House of Representatives, U.S. Senate, Treasury - Dept of, Securities & Exchange Commission (SEC), Federal Reserve System, Federal Deposit Insurance Corporation (FDIC), Commodity Futures Trading Commission (CFTC), Federal Trade Commission (FTC), Labor - Dept of (DOL), Office of the Comptroller of the Currency (OCC), Government Accountability Office (GAO), Commerce - Dept of (DOC), Commerce - Dept of (DOC), Federal Deposit Insurance Commission (FDIC), Pension Benefit Guaranty Corporation (PBGC), White House Office, U.S. Senate,, Y Y U.S. Department of Labor, Y Y Treasury

Bills mentioned

H.R.10: Financial CHOICE Act of 2017

Sponsor: Jeb Hensarling (R-Texas)

H.R.1144: Inclusive Prosperity Act of 2017

Sponsor: Keith Ellison (D-Minn.)

H.R.1880: College for All Act of 2017

Sponsor: Pramila Jayapal (D-Wash.)

S.540: Mobile Workforce State Income Tax Simplification Act of 2017

Sponsor: John Thune (R-S.D.)

H.R.1393: Mobile Workforce State Income Tax Simplification Act of 2017

Sponsor: Mike Bishop (R-Mich.)

H.R.675: Empowering Parents to Invest in Choice Act of 2017

Sponsor: Patrick T. McHenry (R-N.C.)

H.R.1550: Financial Stability Oversight Council Improvement Act of 2015

Sponsor: Dennis Ross (R-Fla.)

S.1484: Financial Regulatory Improvement Act of 2015

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

S.1802: Consumer Financial Choice and Capital Markets Protection Act of 2015

Sponsor: Patrick J. Toomey (R-Pa.)

H.R.4216: Consumer Financial Choice and Capital Markets Protection Act of 2015

Sponsor: Gwen Moore (D-Wis.)

H.R.2656: Receiving Electronic Statements To Improve Retiree Earnings Act

Sponsor: Jared Polis (D-Colo.)

S.3417: Receiving Electronic Statements To Improve Retiree Earnings Act

Sponsor: Sherrod Brown (D-Ohio)

H.R.1464: Inclusive Prosperity Act of 2015

Sponsor: Keith Ellison (D-Minn.)

S.1371: Inclusive Prosperity Act of 2015

Sponsor: Bernard Sanders (ID-Vt.)

S.1373: College for All Act

Sponsor: Bernard Sanders (ID-Vt.)

H.R.1928: Empowering Parents to Invest in Choice Act of 2015

Sponsor: Patrick T. McHenry (R-N.C.)

S.386: Mobile Workforce State Income Tax Simplification Act of 2015

Sponsor: John Thune (R-S.D.)

H.R.2315: Mobile Workforce State Income Tax Simplification Act of 2015

Sponsor: Mike Bishop (R-Mich.)

H.R.879: Ax the Tax on Middle Class Americans' Health Plans Act

Sponsor: Frank Guinta (R-N.H.)

S.456: Cyber Threat Sharing Act of 2015

Sponsor: Thomas R. Carper (D-Del.)

S.177: Data Security and Breach Notification Act of 2015

Sponsor: Bill Nelson (D-Fla.)

H.R.234: Cyber Intelligence Sharing and Protection Act

Sponsor: C.A. Dutch Ruppersberger (D-Md.)

S.754: To improve cybersecurity in the United States through enhanced sharing...

Sponsor: Richard M. Burr (R-N.C.)

H.R.1560: Protecting Cyber Networks Act

Sponsor: Devin Nunes (R-Calif.)

H.R.1731: National Cybersecurity Protection Advancement Act of 2015

Sponsor: Michael McCaul (R-Texas)

H.R.580: Data Accountability and Trust Act

Sponsor: Bobby L. Rush (D-Ill.)

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

Sponsor: John Boozman (R-Ark.)

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

Sponsor: Ander Crenshaw (R-Fla.)

H.R.529: To amend the Internal Revenue Code of 1986 to improve 529 plans.

Sponsor: Lynn Jenkins (R-Kan.)

S.335: A bill to amend the Internal Revenue Code of 1986 to improve 529 plans.

Sponsor: Charles E. Grassley (R-Iowa)

H.R.5180: Financial Stability Oversight Council Improvement Act of 2014

Sponsor: Dennis Ross (R-Fla.)

H.R.2374: Retail Investor Protection Act

Sponsor: Ann Wagner (R-Mo.)

H.R.1952: Spread Pricing Liquidity Act of 2013

Sponsor: David Schweikert (R-Ariz.)

H.R.3448: Small Cap Liquidity Reform Act of 2014

Sponsor: Sean Duffy (R-Wis.)

S.1270: SAFE Retirement Act of 2013

Sponsor: Orrin G. Hatch (R-Utah)

H.R.2117: Retirement Plan Simplification and Enhancement Act of 2013

Sponsor: Richard E. Neal (D-Mass.)

H.R.880: Wall Street Trading and Speculators Tax Act

Sponsor: Peter A. DeFazio (D-Ore.)

S.410: Wall Street Trading and Speculators Tax Act

Sponsor: Tom Harkin (D-Iowa)

H.R.1579: Inclusive Prosperity Act of 2013

Sponsor: Keith Ellison (D-Minn.)

S.1257: Protect American Investments Act of 2013

Sponsor: Pat Roberts (R-Kan.)

H.R.2546: Protect American Investments Act of 2013

Sponsor: Tom Price (R-Ga.)

S.313: ABLE Act of 2013

Sponsor: Bob Casey (D-Pa.)

H.R.647: ABLE Act of 2014

Sponsor: Ander Crenshaw (R-Fla.)

H.R.3696: National Cybersecurity and Critical Infrastructure Protection Act of 2014

Sponsor: Michael McCaul (R-Texas)

H.R.2962: SMART Grid Study Act of 2013

Sponsor: Donald M. Payne Jr. (D-N.J.)

H.R.3107: Homeland Security Cybersecurity Boots-on-the-Ground Act

Sponsor: Yvette D. Clarke (D-N.Y.)

H.R.3635: Safe and Secure Federal Websites Act of 2014

Sponsor: Kerry Bentivolio (R-Mich.)

S.1353: Cybersecurity Enhancement Act of 2014

Sponsor: John D. Rockefeller IV (D-W.Va.)

S.2354: DHS Cybersecurity Workforce Recruitment and Retention Act of 2014

Sponsor: Thomas R. Carper (D-Del.)

S.2519: National Cybersecurity Protection Act of 2014

Sponsor: Thomas R. Carper (D-Del.)

S.2521: Federal Information Security Modernization Act of 2014

Sponsor: Thomas R. Carper (D-Del.)

S.606: SEAL Act

Sponsor: Bill Nelson (D-Fla.)

H.R.6127: Liquidity Enhancement for Small Public Companies Act

Sponsor: Patrick T. McHenry (R-N.C.)

S.3497: Terminating the Expansion of Too-Big-To-Fail Act of 2012

Sponsor: David Vitter (R-La.)

H.R.6317: Terminating the Expansion of Too-Big-To-Fail Act of 2012

Sponsor: Scott Garrett (R-N.J.)

H.R.1534: SAVE Act of 2011

Sponsor: Ron Kind (D-Wis.)

S.1121: SEAL 401(k) Savings Act

Sponsor: Herb Kohl (D-Wis.)

H.R.3287: SEAL 401(k) Savings Act

Sponsor: Sam Johnson (R-Texas)

H.R.4050: Retirement Plan Simplification and Enhancement Act of 2012

Sponsor: Richard E. Neal (D-Mass.)

H.R.3091: To make permanent the individual income tax rates for capital gains and...

Sponsor: Peter Roskam (R-Ill.)

S.1647: A bill to repeal the sunset on the reduction of capital gains rates for...

Sponsor: Michael D. Crapo (R-Idaho)

H.R.6411: Inclusive Prosperity Act

Sponsor: Keith Ellison (D-Minn.)

H.R.6616: To protect securities transactions in the United States from enforcement...

Sponsor: Tom Price (R-Ga.)

H.R.4173: Prevent Iran from Acquiring Nuclear Weapons and Stop War Through...

Sponsor: Barbara Lee (D-Calif.)

H.R.4173: Dodd-Frank Wall Street Reform and Consumer Protection Act

Sponsor: Barney Frank (D-Mass.)

S.3217: Restoring American Financial Stability Act of 2010

Sponsor: Christopher J. Dodd (D-Conn.)

H.R.3126: Consumer Financial Protection Agency Act of 2009

Sponsor: Barney Frank (D-Mass.)

H.R.2589: Municipal Bond Insurance Enhancement Act of 2009

Sponsor: Emanuel Cleaver II (D-Mo.)

H.R.2551: Municipal Market Liquidity Enhancement Act of 2009

Sponsor: Bill Foster (D-Ill.)

H.R.2549: Municipal Bond Fairness Act

Sponsor: Michael E. Capuano (D-Mass.)

H.R.1669: Federal Municipal Bond Marketing Support and Securitization Act of 2009

Sponsor: Gerald E. Connolly (D-Va.)

H.R.1754: Financial System Stabilization and Reform Act of 2009

Sponsor: Michael N. Castle (R-Del.)

H.R.1349: Federal Accounting Oversight Board Act of 2009

Sponsor: Ed Perlmutter (D-Colo.)

H.R.1728: Mortgage Reform and Anti-Predatory Lending Act

Sponsor: Brad Miller (D-N.C.)

H.R.1106: Helping Families Save Their Homes Act of 2009

Sponsor: John Conyers Jr. (D-Mich.)

H.R.4337: Regulated Investment Company Modernization Act of 2010

Sponsor: Charles B. Rangel (D-N.Y.)

S.895: Helping Families Save Their Homes Act of 2009

Sponsor: Christopher J. Dodd (D-Conn.)

S.896: Helping Families Save Their Homes Act of 2009

Sponsor: Christopher J. Dodd (D-Conn.)

S.664: Financial System Stabilization and Reform Act of 2009

Sponsor: Susan Collins (R-Maine)

S.722: Taxpayer Certainty and Relief Act of 2009

Sponsor: Max Baucus (D-Mont.)

H.R.2989: 401(k) Fair Disclosure and Pension Security Act of 2009

Sponsor: George Miller (D-Calif.)

H.R.1984: 401(k) Fair Disclosure for Retirement Security Act of 2009

Sponsor: George Miller (D-Calif.)

H.R.1988: Conflicted Investment Advice Prohibition Act of 2009

Sponsor: Robert E. Andrews (D-N.J.)

H.R.2021: Savings Recovery Act of 2009

Sponsor: John A. Boehner (R-Ohio)

H.R.2779: Defined Contribution Plan Fee Transparency Act of 2009

Sponsor: Richard E. Neal (D-Mass.)

H.R.4213: Unemployment Compensation Extension Act of 2010

Sponsor: Charles B. Rangel (D-N.Y.)

S.401: Defined Contribution Fee Disclosure Act of 2009

Sponsor: Tom Harkin (D-Iowa)

S.3760: Automatic IRA Act of 2010

Sponsor: Jeff Bingaman (D-N.M.)

H.R.4742: SAVE Act of 2009

Sponsor: Ron Kind (D-Wis.)

H.R.4126: Retirement Fairness Act of 2009

Sponsor: Lloyd Doggett (D-Texas)

H.R.6099: Automatic IRA Act of 2010

Sponsor: Richard E. Neal (D-Mass.)

H.R.4191: Let Wall Street Pay for the Restoration of Main Street Act of 2009

Sponsor: Peter A. DeFazio (D-Ore.)

H.R.4853: Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act...

Sponsor: James L. Oberstar (D-Minn.)

H.R.3760: Home Buyer Tax Credit Act of 2009

Sponsor: Judy Biggert (R-Ill.)

H.R.4178: Deposit Restricted Qualified Tuition Programs Act of 2010

Sponsor: Emanuel Cleaver II (D-Mo.)

S.1964: Mutual Fund Transparency Act of 2009

Sponsor: Daniel K. Akaka (D-Hawaii)

S.2927: Wall Street Fair Share Act

Sponsor: Tom Harkin (D-Iowa)

H.R.3795: Over-the-Counter Derivatives Markets Act of 2009

Sponsor: Barney Frank (D-Mass.)

H.R.3817: Investor Protection Act of 2009

Sponsor: Paul E. Kanjorski (D-Pa.)

H.R.3890: Accountability and Transparency in Rating Agencies Act

Sponsor: Paul E. Kanjorski (D-Pa.)

H.R.1068: Let Wall Street Pay for Wall Street's Bailout Act of 2009

Sponsor: Peter A. DeFazio (D-Ore.)

H.R.2448: Prevent Unfair Manipulation of Prices Act of 2009

Sponsor: Bart Stupak (D-Mich.)

H.R.1445: Credit Rating Agency Transparency and Disclosure Act

Sponsor: Patrick T. McHenry (R-N.C.)

H.R.2454: American Clean Energy and Security Act of 2009

Sponsor: Henry A. Waxman (D-Calif.)

H.R.2998: American Clean Energy and Security Act of 2009

Sponsor: Henry A. Waxman (D-Calif.)

H.R.3145: Credit Default Swap Prohibition Act of 2009

Sponsor: Maxine Waters (D-Calif.)

H.R.3300: Derivative Trading Accountability and Disclosure Act

Sponsor: Michael E. McMahon (D-N.Y.)

H.R.977: Derivatives Markets Transparency and Accountability Act of 2009

Sponsor: Collin C. Peterson (D-Minn.)

S.961: Authorizing the Regulation of Swaps Act

Sponsor: Carl Levin (D-Mich.)

S.1691: Comprehensive Derivatives Regulation Act of 2009

Sponsor: Jack Reed (D-R.I.)

S.1073: RATE Act

Sponsor: Jack Reed (D-R.I.)

S.7: Education Opportunity Act of 2009

Sponsor: Harry Reid (D-Nev.)

S.567: A bill to repeal the sunset on the reduction of capital gains rates for...

Sponsor: Michael D. Crapo (R-Idaho)

S.560: Employee Free Choice Act of 2009

Sponsor: Edward M. Kennedy (D-Mass.)

H.R.3185: 401(k) Fair Disclosure for Retirement Security Act of 2007

Sponsor: George Miller (D-Calif.)

H.R.3765: Defined Contribution Plan Fee Transparency Act of 2007

Sponsor: Richard E. Neal (D-Mass.)

S.2473: Defined Contribution Fee Disclosure Act of 2007

Sponsor: Tom Harkin (D-Iowa)

S.1141: Automatic IRA Act of 2007

Sponsor: Jeff Bingaman (D-N.M.)

H.R.2167: Automatic IRA Act of 2007

Sponsor: Richard E. Neal (D-Mass.)

S.1974: Pension Protection Technical Corrections Act of 2007

Sponsor: Edward M. Kennedy (D-Mass.)

H.R.3361: Pension Protection Technical Corrections Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.4912: To amend the Internal Revenue Code of 1986 with respect to the treatment...

Sponsor: Richard E. Neal (D-Mass.)

S.349: Small Business and Work Opportunity Act of 2007

Sponsor: Max Baucus (D-Mont.)

H.R.3996: Tax Increase Prevention Act of 2007

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.976: Children's Health Insurance Program Reauthorization Act of 2007

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.5140: Economic Stimulus Act of 2008

Sponsor: Nancy Pelosi (D-Calif.)

S.2886: Alternative Minimum Tax and Extenders Tax Relief Act of 2008

Sponsor: Max Baucus (D-Mont.)

H.R.5749: Emergency Extended Unemployment Compensation Act of 2008

Sponsor: Jim McDermott (D-Wash.)

H.R.6049: Energy Improvement and Extension Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.7202: Temporary Tax Relief Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

S.3335: Jobs, Energy, Families, and Disaster Relief Act of 2008

Sponsor: Max Baucus (D-Mont.)

H.R.1424: A bill to provide authority for the Federal Government to purchase and...

Sponsor: Patrick J. Kennedy (D-R.I.)

H.R.6604: Commodity Markets Transparency and Accountability Act of 2008

Sponsor: Collin C. Peterson (D-Minn.)

S.3248: Commodity Speculation Reform Act of 2008

Sponsor: Joseph I. Lieberman (I-Conn.)

S.3268: Stop Excessive Energy Speculation Act of 2008

Sponsor: Harry Reid (D-Nev.)

H.R.3997: Defenders of Freedom Tax Relief Act of 2007

Sponsor: Charles B. Rangel (D-N.Y.)

S.239: Notification of Risk to Personal Data Act of 2007

Sponsor: Dianne Feinstein (D-Calif.)

S.495: Personal Data Privacy and Security Act of 2007

Sponsor: Patrick J. Leahy (D-Vt.)

S.1178: Identity Theft Prevention Act

Sponsor: Daniel K. Inouye (D-Hawaii)

H.R.878: Simplification Through Additional Reporting Tax Act of 2007

Sponsor: Rahm Emanuel (D-Ill.)

S.601: Simplification Through Additional Reporting Tax Act of 2007

Sponsor: Evan Bayh (D-Ind.)

H.R.3970: Tax Reduction and Reform Act of 2007

Sponsor: Charles B. Rangel (D-N.Y.)

S.2452: Home Ownership Preservation and Protection Act of 2007

Sponsor: Christopher J. Dodd (D-Conn.)

H.R.1427: Federal Housing Finance Reform Act of 2007

Sponsor: Barney Frank (D-Mass.)

H.R.6346: Federal Price Gouging Prevention Act

Sponsor: Bart Stupak (D-Mich.)

S.3183: End Oil Speculation Act of 2008

Sponsor: Byron L. Dorgan (D-N.D.)

H.R.2: Fair Minimum Wage Act of 2007

Sponsor: George Miller (D-Calif.)

H.R.1672: To amend the Internal Revenue Code of 1986 to deny qualified dividend...

Sponsor: Richard E. Neal (D-Mass.)

S.1006: A bill to amend the Internal Revenue Code of 1986 to deny qualified...

Sponsor: John Kerry (D-Mass.)

H.R.397: To amend the Internal Revenue Code of 1986 to allow individuals to defer...

Sponsor: H. James Saxton (R-N.J.)

H.R.1171: Money Market Fund Parity Act of 2007

Sponsor: Gregory W. Meeks (D-N.Y.)

H.R.1289: Community Reinvestment Modernization Act of 2007

Sponsor: Eddie Bernice Johnson (D-Texas)

H.R.3555: Exchange Regulatory Improvement Act

Sponsor: Barry Loudermilk (R-Ga.)

S.536: Cybersecurity Disclosure Act of 2017

Sponsor: Jack Reed (D-R.I.)

H.R.4015: Corporate Governance Reform and Transparency Act of 2017

Sponsor: Sean Duffy (R-Wis.)

H.R.2319: Consumer Financial Choice and Capital Markets Protection Act of 2018

Sponsor: Keith Rothfus (R-Pa.)

S.1117: Consumer Financial Choice and Capital Markets Protection Act of 2017

Sponsor: Patrick J. Toomey (R-Pa.)

H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the...

Sponsor: Kevin Brady (R-Texas)

H.R.4601: Trafficking Victims Protection Act of 2017

Sponsor: Erik Paulsen (R-Minn.)

H.R.4566: Alleviating Stress Test Burdens to Help Investors Act

Sponsor: Bruce Poliquin (R-Maine)

H.R.4610: Receiving Electronic Statements To Improve Retiree Earnings Act

Sponsor: Jared Polis (D-Colo.)

S.2526: Retirement Enhancement and Savings Act of 2018

Sponsor: Orrin G. Hatch (R-Utah)

H.R.5282: Retirement Enhancement and Savings Act of 2018

Sponsor: Mike Kelly (R-Pa.)

H.R.4524: Retirement Plan Simplification and Enhancement Act of 2017

Sponsor: Richard E. Neal (D-Mass.)

H.R.6757: Family Savings Act of 2018

Sponsor: Mike Kelly (R-Pa.)

S.3577: Financial Stability Oversight Council Improvement Act of 2018

Sponsor: Mike Rounds (R-S.D.)

S.3795: Receiving Electronic Statements To Improve Retiree Earnings Act

Sponsor: Sherrod Brown (D-Ohio)

S.630: Arbitration Fairness for Consumers Act

Sponsor: Sherrod Brown (D-Ohio)

S.737: Building Blocks of STEM Act

Sponsor: Jacky Rosen (D-Nev.)

H.R.1994: Setting Every Community Up for Retirement Enhancement Act of 2019

Sponsor: Richard E. Neal (D-Mass.)

S.647: Wall Street Tax Act of 2019

Sponsor: Brian Schatz (D-Hawaii)

H.R.1516: Wall Street Tax Act of 2019

Sponsor: Peter A. DeFazio (D-Ore.)

H.R.3561: Financial Stability Oversight Council Improvement Act of 2019

Sponsor: Bill Foster (D-Ill.)

S.603: Financial Stability Oversight Council Improvement Act of 2019

Sponsor: Mike Rounds (R-S.D.)

H.R.2772: Investing in Our Communities Act

Sponsor: C.A. Dutch Ruppersberger (D-Md.)

H.R.1007: Retirement Enhancement and Savings Act of 2019

Sponsor: Ron Kind (D-Wis.)

S.972: Retirement Enhancement and Savings Act of 2019

Sponsor: Charles E. Grassley (R-Iowa)

S.1431: Retirement Security and Savings Act of 2019

Sponsor: Rob Portman (R-Ohio)

H.R.4492: Consumer Financial Choice and Capital Markets Protection Act of 2019

Sponsor: Gwen Moore (D-Wis.)

S.733: Consumer Financial Choice and Capital Markets Protection Act of 2019

Sponsor: Patrick J. Toomey (R-Pa.)

H.R.3987: Alleviating Stress Test Burdens to Help Investors Act

Sponsor: Barry Loudermilk (R-Ga.)

H.R.1865: Further Consolidated Appropriations Act, 2020

Sponsor: Bill Pascrell Jr. (D-N.J.)

H.R.4117: IRA Preservation Act of 2019

Sponsor: Ron Kind (D-Wis.)

H.R.748: CARES Act

Sponsor: Joe Courtney (D-Conn.)

H.R.6257: Public Service Retirement Fairness Act of 2020

Sponsor: Jimmy Panetta (D-Calif.)

H.R.6899: Know Your Housing Rights Act of 2020

Sponsor: Madeleine Dean (D-Pa.)

H.R.6776: JOBS Credit Act of 2020

Sponsor: Stephanie Murphy (D-Fla.)

H.R.8696: Securing a Strong Retirement Act of 2020

Sponsor: Richard E. Neal (D-Mass.)

H.R.8660: To direct the Secretary of Labor to modify regulations to allow the use...

Sponsor: Dwight Evans (D-Pa.)

H.R.3899: Financial Stability Oversight Council Improvement Act of 2021

Sponsor: Bill Foster (D-Ill.)

S.1770: Retirement Security and Savings Act of 2021

Sponsor: Benjamin L. Cardin (D-Md.)

H.R.2741: Public Service Retirement Fairness Act of 2021

Sponsor: Jimmy Panetta (D-Calif.)

H.R.2954: Securing a Strong Retirement Act of 2021

Sponsor: Richard E. Neal (D-Mass.)

H.R.2288: Investing in Our Communities Act

Sponsor: C.A. Dutch Ruppersberger (D-Md.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

H.R.3294: IGNITE HBCU Excellence Act

Sponsor: Alma Adams (D-N.C.)

S.1945: IGNITE HBCU Excellence Act

Sponsor: Christopher A. Coons (D-Del.)

S.2684: Consumer Financial Choice and Capital Markets Protection Act of 2021

Sponsor: Patrick J. Toomey (R-Pa.)

S.4241: INDEX Act

Sponsor: Dan Sullivan (R-Alaska)

S.4353: RISE & SHINE Act

Sponsor: Patty Murray (D-Wash.)

H.R.8521: INDEX Act

Sponsor: Bill Huizenga (R-Mich.)

S.4808: EARN Act

Sponsor: Ron Wyden (D-Ore.)

H.R.2617: Consolidated Appropriations Act, 2023

Sponsor: Gerald E. Connolly (D-Va.)

H.R.1807: Improving Disclosure for Investors Act of 2023

Sponsor: Bill Huizenga (R-Mich.)

H.R.1837: Investing in Our Communities Act

Sponsor: David Kustoff (R-Tenn.)

H.R.3812: Financial Stability Oversight Council Improvement Act of 2023

Sponsor: Bill Foster (D-Ill.)

H.R.3063: Retirement Fairness for Charities and Educational Institutions Act of 2023

Sponsor: Frank D. Lucas (R-Okla.)

S.2700: INDEX Act

Sponsor: Dan Sullivan (R-Alaska)

H.R.4645: Empowering Shareholders Act of 2023

Sponsor: Bill Huizenga (R-Mich.)

S.3601: Financial Stability Oversight Council Improvement Act of 2024

Sponsor: Mike Rounds (R-S.D.)

S.3815: Improving Disclosure for Investors Act of 2024

Sponsor: Thom Tillis (R-N.C.)

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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?
Carolyn Downs Former employee of a member of Congress (Rep John Campbell 2009-2013)
Ricardo Delfin U.S. House of Representatives
Marliss McManus Sen. Mitch McConnell 12/1997-7/1998; House Committee on Banking, Housing, & Urban Affairs 7/1998-12/1999; Rep. Bill Huizenga 01/2011-09/2021 House Committee on Financial Services 01/2015-01/2019 Sen. Mitch McConnell 12/1997-7/1998; House Committee on Banking, Housing, & Urban Affairs 7/1998-12/1999; House Committee on Financial Services 01/2015-01/2019; Rep. Bill Huizenga 01/2011-09/2021
BRIAN S. MATTES n/a
Jerry Golden n/a
Jillien Flores n/a
Alex Hula n/a
Ann Combs n/a
Ben Barasky n/a
Brian Mattes n/a
Brian Mattes Mr. n/a
James Delaplane n/a
Natalie Bej n/a
George Gilbert 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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Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Amendment
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
MM Report

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

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