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Lobbying Relationship

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FMR LLC

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FMR LLC

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  • Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of S.3601, the Financial Stability Oversight Council Improvement Act of 2024, and H.R. 3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; investment advice regulation; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act, and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity; predictive data analytics proposal.
  • Disclosure effectiveness; retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023, and H.R.2799, the Expanding Access to Capital Act of 2023; auto-portability; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.

Duration: to

General Issues: Financial Institutions/Investments/Securities, Retirement, Taxation/Internal Revenue Code, Immigration, Copyright/Patent/Trademark, Health Issues, Banking, Bankruptcy

Spending: about $44,305,947 (But it's complicated. Here's why.)

Agencies lobbied since 2008: House of Representatives, U.S. Senate, Securities & Exchange Commission (SEC), Labor - Dept of (DOL), Treasury - Dept of, Consumer Financial Protection Bureau (CFPB), Commodity Futures Trading Commission (CFTC), White House Office, Internal Revenue Service (IRS), Federal Reserve System, Natl Economic Council (NEC), Office of Management & Budget (OMB), Natl Credit Union Administration (NCUA), Federal Housing Finance Agency (FHFA), Office of the Comptroller of the Currency (OCC), Federal Deposit Insurance Corporation (FDIC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), Treasury - Dept of,, U.S. Senate,

Bills mentioned

S.23: Sleeping Bear Dunes National Lakeshore Conservation and Recreation Act

Sponsor: Carl Levin (D-Mich.)

H.R.2577: Small Business Job Protection Act of 2013

Sponsor: Luke Messer (R-Ind.)

S.799: A bill to provide for a sequester replacement.

Sponsor: James M. Inhofe (R-Okla.)

H.R.677: Inter-Affiliate Swap Clarification Act

Sponsor: Steve Stivers (R-Ohio)

S.267: Pirate Fishing Elimination Act

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

H.R.1534: Port Security Grant Act of 2013

Sponsor: Janice Hahn (D-Calif.)

H.R.2577: SAFE Data Act

Sponsor: Mary Bono Mack (R-Calif.)

S.799: Commercial Privacy Bill of Rights Act of 2011

Sponsor: John Kerry (D-Mass.)

H.R.677: Lifetime Income Disclosure Act

Sponsor: Rush Holt (D-N.J.)

S.267: Lifetime Income Disclosure Act

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

H.R.1534: SAVE Act of 2011

Sponsor: Ron Kind (D-Wis.)

S.23: America Invents Act

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

S.2038: STOCK Act

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

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

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

S.1073: RATE Act

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

S.139: Data Breach Notification Act

Sponsor: Dianne Feinstein (D-Calif.)

S.1490: Personal Data Privacy and Security Act of 2009

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

S.141: Protecting the Privacy of Social Security Numbers Act

Sponsor: Dianne Feinstein (D-Calif.)

H.R.2221: Data Accountability and Trust Act

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

S.773: Cybersecurity Act of 2010

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

S.569: Incorporation Transparency and Law Enforcement Assistance Act

Sponsor: Carl Levin (D-Mich.)

H.R.1: American Recovery and Reinvestment Act of 2009

Sponsor: David R. Obey (D-Wis.)

S.179: Health Information Technology Act of 2009

Sponsor: Debbie Stabenow (D-Mich.)

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

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

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

Sponsor: George Miller (D-Calif.)

S.401: Defined Contribution Fee Disclosure Act of 2009

Sponsor: Tom Harkin (D-Iowa)

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

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

H.R.436: Certain Estate Tax Relief Act of 2009

Sponsor: Earl Pomeroy (D-N.D.)

H.R.2023: Sensible Estate Tax Act of 2009

Sponsor: Jim McDermott (D-Wash.)

H.R.3905: Estate Tax Relief Act of 2009

Sponsor: Shelley Berkley (D-Nev.)

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

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

H.R.1445: To prohibit the Administrator of the Environmental Protection Agency...

Sponsor: Paul Broun (R-Ga.)

S.1073: A bill to require the Attorney General to establish minimization and...

Sponsor: Rand Paul (R-Ky.)

S.139: Equal Access to Tax Planning Act

Sponsor: Max Baucus (D-Mont.)

S.1490: Pregnancy Assistance Fund Expansion Act

Sponsor: Bob Casey (D-Pa.)

S.141: A bill to amend the Internal Revenue Code of 1986 to expand the...

Sponsor: David Vitter (R-La.)

H.R.2221: Girls Protection Act of 2011

Sponsor: Joseph Crowley (D-N.Y.)

S.773: Insurance Fairness for Amputees Act

Sponsor: Olympia J. Snowe (R-Maine)

S.569: Federal Judicial Fairness Act of 2011

Sponsor: Dianne Feinstein (D-Calif.)

H.R.1: Disaster Relief Appropriations Act, 2013

Sponsor: Harold Rogers (R-Ky.)

S.179: Gulf of the Farallones and Cordell Bank National Marine Sanctuaries...

Sponsor: Barbara Boxer (D-Calif.)

H.R.2779: To exempt inter-affiliate swaps from certain regulatory requirements put...

Sponsor: Steve Stivers (R-Ohio)

H.R.2989: Real Estate Jobs and Investment Act of 2011

Sponsor: Kevin Brady (R-Texas)

S.401: Public Corruption Prosecution Improvements Act

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

H.R.4213: To amend title 38, United States Code, to require judges of the United...

Sponsor: Jon Runyan (R-N.J.)

H.R.436: Health Care Cost Reduction Act of 2012

Sponsor: Erik Paulsen (R-Minn.)

H.R.2023: Veterans' Memorials, Boy Scouts, Public Seals, and Other Public...

Sponsor: Dan Burton (R-Ind.)

H.R.3905: Veterans Gardens Employment and Opportunity Act

Sponsor: Joe Baca (D-Calif.)

H.R.4853: To extend the temporary suspension of duty on Methoxycarbonyl-terminated...

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

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.)

S.1276: Private Fund Transparency Act of 2009

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

S.344: Hedge Fund Transparency Act

Sponsor: Charles E. Grassley (R-Iowa)

H.R.991: Consumer Fairness Act of 2009

Sponsor: Luis V. Gutiérrez (D-Ill.)

H.R.1020: Arbitration Fairness Act of 2009

Sponsor: Hank Johnson (D-Ga.)

S.931: Arbitration Fairness Act of 2009

Sponsor: Russ Feingold (D-Wis.)

H.R.1699: Patient Access to Critical Lab Tests Act

Sponsor: Jason Altmire (D-Pa.)

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

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

S.272: Derivatives Trading Integrity Act of 2009

Sponsor: Tom Harkin (D-Iowa)

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

Sponsor: Bart Stupak (D-Mich.)

S.447: Prevent Excessive Speculation Act

Sponsor: Carl Levin (D-Mich.)

H.R.3153: Transparent Markets Act of 2009

Sponsor: John B. Larson (D-Conn.)

S.722: Taxpayer Certainty and Relief Act of 2009

Sponsor: Max Baucus (D-Mont.)

H.R.139: Identification Integrity Act of 2009

Sponsor: Elton Gallegly (R-Calif.)

H.R.222: Northern Neck National Heritage Area Study Act

Sponsor: Robert J. Wittman (R-Va.)

H.R.3933: Foreign Account Tax Compliance Act of 2009

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

S.1934: Foreign Account Tax Compliance Act of 2009

Sponsor: Max Baucus (D-Mont.)

H.R.2847: Hiring Incentives to Restore Employment Act

Sponsor: Alan B. Mollohan (D-W.Va.)

H.R.3548: Worker, Homeownership, and Business Assistance Act of 2009

Sponsor: Jim McDermott (D-Wash.)

S.823: Net Operating Loss (NOL) Carryback Act

Sponsor: Olympia J. Snowe (R-Maine)

H.R.2452: Net Operating Loss (NOL) Carryback Act

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

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

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

H.R.703: To promote bank liquidity and lending through deposit insurance, the...

Sponsor: Barney Frank (D-Mass.)

H.R.221: Adoption Information Act

Sponsor: Robert J. Wittman (R-Va.)

H.R.711: Hedge Fund Adviser Registration Act of 2009

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

H.R.627: Credit CARD Act of 2009

Sponsor: Carolyn B. Maloney (D-N.Y.)

H.R.2695: Credit Card Fair Fee Act of 2009

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

H.R.2382: Credit Card Interchange Fees Act of 2009

Sponsor: Peter Welch (D-Vt.)

S.1082: Generate Retirement Ownership Through Long-Term Holding Act of 2009

Sponsor: Michael D. Crapo (R-Idaho)

H.R.939: IRA Equity for Seniors Act

Sponsor: Rodney Frelinghuysen (R-N.J.)

S.157: Retirement Account Distribution Improvement Act of 2009

Sponsor: Olympia J. Snowe (R-Maine)

S.506: Stop Tax Haven Abuse Act

Sponsor: Carl Levin (D-Mich.)

H.R.1265: Stop Tax Haven Abuse Act

Sponsor: Lloyd Doggett (D-Texas)

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

Sponsor: Susan Collins (R-Maine)

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

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

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

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

S.61: Helping Families Save Their Homes in Bankruptcy Act of 2009

Sponsor: Richard J. Durbin (D-Ill.)

H.R.200: Helping Families Save Their Homes in Bankruptcy Act of 2009

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

H.R.225: Emergency Homeownership and Equity Protection Act

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

S.376: Real Estate Mortgage Investment Conduit Improvement Act of 2009

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

S.414: Credit CARD Act of 2009

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

H.R.1586: FAA Air Transportation Modernization and Safety Improvement Act

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

H.R.1664: To amend the executive compensation provisions of the Emergency Economic...

Sponsor: Alan Grayson (D-Fla.)

S.651: Compensation Fairness Act of 2009

Sponsor: Max Baucus (D-Mont.)

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

Sponsor: Michael D. Crapo (R-Idaho)

H.R.4242: To amend the Internal Revenue Code of 1986 to provide incentives for...

Sponsor: Jerry Moran (R-Kan.)

S.235: Credit Cardholders' Bill of Rights Act of 2009

Sponsor: Charles E. Schumer (D-N.Y.)

H.R.3915: Mortgage Reform and Anti-Predatory Lending Act of 2007

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

S.2338: FHA Modernization Act of 2007

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

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

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

H.R.958: Data Accountability and Trust Act

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

S.1178: Identity Theft Prevention Act

Sponsor: Daniel K. Inouye (D-Hawaii)

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

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

H.R.964: Spy Act

Sponsor: Edolphus Towns (D-N.Y.)

S.2168: Identity Theft Enforcement and Restitution Act of 2007

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

H.R.948: Social Security Number Protection Act of 2007

Sponsor: Edward J. Markey (D-Mass.)

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

Sponsor: Dianne Feinstein (D-Calif.)

H.R.3221: Housing and Economic Recovery Act of 2008

Sponsor: Nancy Pelosi (D-Calif.)

H.R.6308: Municipal Bond Fairness Act

Sponsor: Barney Frank (D-Mass.)

H.R.6333: Municipal Bond Market Support Act of 2008

Sponsor: Barney Frank (D-Mass.)

S.1202: Personal Data Protection Act of 2007

Sponsor: Jeff Sessions (R-Ala.)

S.1141: Automatic IRA Act of 2007

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

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)

H.R.2167: Automatic IRA Act of 2007

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

H.R.5160: SAVE Act of 2008

Sponsor: Ron Kind (D-Wis.)

H.R.7327: Worker, Retiree, and Employer Recovery Act of 2008

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

H.R.5719: Taxpayer Assistance and Simplification Act of 2008

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

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

Sponsor: Evan Bayh (D-Ind.)

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

Sponsor: Rahm Emanuel (D-Ill.)

S.2563: ILLICIT CASH Act

Sponsor: Mark Warner (D-Va.)

S.3995: Remote and Mobile Worker Relief Act of 2020

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

S.2999: Primary Care Enhancement Act of 2019

Sponsor: Bill Cassidy (R-La.)

H.R.1256: First Responder Fair RETIRE Act

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

H.R.1996: SAFE Banking Act of 2021

Sponsor: Ed Perlmutter (D-Colo.)

S.910: SAFE Banking Act of 2021

Sponsor: Jeff Merkley (D-Ore.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

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

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

H.R.5891: RISE Act

Sponsor: Robert C. Scott (D-Va.)

S.1770: Retirement Security and Savings Act of 2021

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

H.R.7151: Ensuring Sound Guidance Act

Sponsor: Andy Barr (R-Ky.)

H.R.6746: Lifetime Income For Employees Act

Sponsor: Donald W. Norcross (D-N.J.)

S.4353: RISE & SHINE Act

Sponsor: Patty Murray (D-Wash.)

S.4147: Financial Freedom Act of 2022

Sponsor: Tommy Tuberville (R-Ala.)

S.4356: Lummis-Gillibrand Responsible Financial Innovation Act

Sponsor: Cynthia M. Lummis (R-Wyo.)

S.4760: Digital Commodities Consumer Protection Act of 2022

Sponsor: Debbie Stabenow (D-Mich.)

H.R.3962: Securing and Enabling Commerce Using Remote and Electronic Notarization...

Sponsor: Madeleine Dean (D-Pa.)

S.4808: EARN Act

Sponsor: Ron Wyden (D-Ore.)

S.4973: Retirement Savings Modernization Act

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

S.4406: Advancing Auto-Portability Act of 2022

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

H.R.9570: Improving Disclosure for Investors Act of 2022

Sponsor: Bill Huizenga (R-Mich.)

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.1996: To provide for a limitation on availability of funds for Department of...

Sponsor: Andy Biggs (R-Ariz.)

S.910: A bill to amend the Grand Ronde Reservation Act, and for other purposes.

Sponsor: Jeff Merkley (D-Ore.)

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

Sponsor: Bill Foster (D-Ill.)

H.R.4237: Ensuring Sound Guidance Act

Sponsor: Andy Barr (R-Ky.)

S.427: Financial Freedom Act of 2023

Sponsor: Tommy Tuberville (R-Ala.)

H.R.2891: SAFE Banking Act of 2023

Sponsor: Dave Joyce (R-Ohio)

S.1323: SAFE Banking Act of 2023

Sponsor: Jeff Merkley (D-Ore.)

H.R.5340: Providing Complete Information to Retirement Investors Act

Sponsor: Jim Banks (R-Ind.)

H.R.4600: Protecting Retail Investors’ Savings Act

Sponsor: Andy Barr (R-Ky.)

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.)

H.R.2799: Expanding Access to Capital Act of 2023

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

H.R.4763: Financial Innovation and Technology for the 21st Century Act

Sponsor: Glenn Thompson (R-Pa.)

H.R.4766: Clarity for Payment Stablecoins Act of 2023

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

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?
William Liles Senior Counsel, House Committee on Financial Services
Walton Liles Senior Counsel, House Committee on Financial Services
Shahira Knight Sr. Advisor to the Chairman,Cmte Ways and Means Sr. Advisor to the Chairman, Cmte Ways and Means Sr.Advisor to the Chairman, Cmte on Ways Means Sr. Advisor to the Chairman, Cmte on Ways Means Sr. Advisor to the Chairman,Cmte on Ways Means
Samuel Mahler 2011 Staff Assistant, House Financial Services Committee, Chairman Spencer Bachus (R-AL) 2012 Professional Staff, House Financial Services Committee, Chairman Spencer Bachus (R-AL) 2013 Legislative Assistant, Representative Tom Graves (R-GA)
Gary Blank Council of Economic Advisors Countil of Economic Advisors
Jason Goggins Senior Professional Staff and Counsel, US House Committee on Agriculture; Chief of Staff and Special Counsel, Office of CFTC Commissioner J. Christopher Giancarlo
James Johnson n/a
Stephanie Markiewicz n/a
James Febeo n/a
ANDREW VERMILYE n/a
Pamela Everhart n/a
Scott Orr n/a
Alice Joe n/a
James Johnson Jr. n/a
James Febeo Jr. n/a
Christine Munroe Clapsis n/a
Christine Munroe n/a
Pam Everhart n/a
James Johnson Jr.. n/a
Stephanie Markiewiczs n/a
James Johnson Jr, n/a
James Febeo Jr n/a
Michael DiBiase n/a
Douglas Fisher n/a
Michae DiBiase n/a
Kristy Croushore n/a
Andy Vermilye 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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Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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