To amend the Securities Exchange Act of 1934 to provide for duties of certain investment advisors, asset managers, and pension funds with respect to voting on shareholder proposals, and for other purposes.
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 10,564 other HR bills in the 118th — cohort avg 68d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
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Filing registrants (3)
2024 · third_quarter · Health Issues
Kids Online Safety Act (S. 1409/H.R. 7891); Children and Teens Online Privacy Protection Act (S. 1418/H.R. 7890); Legislation to Protect Young People Online; Pediatric Subspecialty Loan Repayment Program Funding and Program Implementation (HRSA); Adolescent Health Issues (Department of Health and Human Services Office of the Assistant Secretary for Health; Regulation of Tobacco Products (including Proposed Menthol Cigarette and Flavored Cigar Prohibition) (FDA); Innovation in Pediatric Drugs Act (H.R. 6664) Child passenger safety; Appropriations for the Indian Health Service (IHS); Appropriations for Environmental Programs (including EPA); Maternal, Infant, and Early Childhood Home Visiting Program Reauthorization & Implementation (HRSA, CMS, HHS, ACF); Infant sleep product safety (CPSC); Lead exposure prevention (EPA, CDC, HUD); Food safety (FDA, EPA, CDC); Paid family and medical leave; Regulation of high-powered magnet sets (CPSC); Climate change, Inflation Reduction Act Implementation (CPSC); Vehicle emissions standards (EPA, NHTSA); Button battery ingestions (CPSC); Early childhood education (HHS); Child protection safety and injury prevention (CPSC); Furniture tip-overs (CPSC); Child Abuse Prevention and Treatment Act (CAPTA) Reauthorization; CAPTA Plans of safe care grants (ACF, HHS ASPE); Family First Prevention Services Act implementation (ACF); CAPTA Fatalities Prevention and Response (HHS); Title IV-B Reauthorization (including H.R. 9076: Protecting Americas Children by Strengthening Families Act) (ACF); Congregate care reform (HHS, ACF); Mental health supports for foster youth/former foster youth (HHS); Mercury and Air Toxics Standards, ozone and particulate matter NAAQS, EPA greenhouse gas regulation (EPA); QRTP/IMDs (including H.R. 4056 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023) (ACF); Firearm Violence Prevention (Including Research Funding; Background Checks) (WH Domestic Policy Council; WH Office of Gun Violence Prevention; CDC; NIH; DOJ); Pregnant Workers Fairness Act Implementation (EEOC); Childcare Funding & Resources (HHS); Native American Child Health (DOI, EPA, HHS); Water Beads (including H.R. 4648: Ban Water Beads Act; S. 4298: Esthers Law (CPSC) Continuous Eligibility for Children in Medicaid and CHIP (including H.R. 9688 - Keep Kids Covered Act) (HHS/CMS); Medicaid Payment Parity (including H.R. 952 - Kids Access to Primary Care Act) (HHS/CMS); Access to Care in Medicaid/CHIP (HHS/CMS); Postpartum Medicaid Extension and Maternal Health Improvements; Medicaid/CHIP renewal policies (HHS/CMS); QRTP/IMDs (including H.R. 4056 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023, and S. 3196 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023); Accelerating Kids Access to Care Act (HR 4758, S 2372); Medicaid Early and Periodic Screening, Diagnostic, and Treatment requirement (HHS/CMS); Vaccines for Children program improvements (HHS/CMS, CDC); Medicaid prior authorization and medical necessity determinations Standards in ORR Custody (ORR, HHAS); Licensure of ORR Shelters (ORR, HHS); Public Charge; Child Nutrition Reauthorization/WIC (USDA); SNAP/Farm Bill (USDA); Mental Health for Children (HRSA); H.R. 6, DREAM Act; Medical Nutrition Equity Act; Lift the Bar Act (H.R. 4170/S. 2038); PAHPA Reauthorization; CARE for Families Act HR 3107; WIC Act (S. 1604/H.R. 3364); MODERN WIC Act (S. 984/H.R. 2424) FY25 Labor, Health and Human Services, and Education Appropriations Bill: Pediatric Subspecialty Loan Repayment Program, Firearm Injury and Mortality Prevention Research, Pediatric Mental Health Care Access Program, Emergency Medical Services for Children, National Center for Birth Defects and Developmental Disabilities, Global Immunization, Sudden Unexpected Infant Death and Sudden Death in Childhood, Vaccine Injury Compensation Program, VACCINES Act, Antimicrobial Resistance, Maternal and Child Health, School Based Health Centers, Healthy Start, Section 317 Immunization Grants; FY25 Agriculture, Rural Development, Food and Drug Administration Appropriations Bill: Pediatric Device Consortia; Newborn Screening Saves Lives Reauthorization Act; FY25 National Defense Authorization Act (Department of Defense / Defense Health Agency); Defense Health Agency - Autism Care Demonstration (Department of Defense / Defense Health Agency); Defense Health Agency - Fluoride varnish (Department of Defense / Defense Health Agency); Improving the Health of Children Act; Strengthening the Vaccines for Children Program Act; Banning Electronic Stimulation Devices (FDA); SSI Savings Penalty Elimination Act (S.2767/H.R.5408); HCBS Access Act (S.762/H.R. 1493); Better Care Better Jobs Act (S.100/H.R. 547); Autism Family Caregivers Act; PREVENT HPV Cancers Act (H.R. 3633); Supplemental Security Income Equality Act (H.R. 256); IDEA Full Funding Act (S.2217/H.R.4519); Promoting Physical Activity for Americans Act (S.397); Pandemic and All Hazards Preparedness Act (PAHPA); PREEMIE Reauthorization Act (H.R. 3226/S. 1573); Autism CARES Act of 2024 (H.R. 7213/S.4762); Supplemental Security Income/Social Security (Social Security Administration); School Access to Naloxone Act (H.R. 3065); HEADs UP Act (H.R. 3380); Preventing Maternal Deaths Reauthorization Act of 2023 (S. 2415/H.R.3838); SHINE for Autumn Act (H.R.5012/S.2647); Artificial Intelligence; Congenital Heart Futures Reauthorization Act (S.3757/H.R.7189); HERO Act (H.R. 6251); SSI Restoration Act (H.R. 7138); NURSE Act (S. 3953/H.R. 3197); Vaccines for Children coverage of Nirsevimab and COVID-19 immunizations (CDC, HHS); WEAR IT Act (H.R. 6279); Probiotic use in the NICU (FDA, CDC, NIH) Strengthening Efforts to End Violence Against Children Act (H.R. 4798); MINDS Act (H.R. 1570/S. 767); Implementation of the Global Child Thrive Act (USAID); FY26 Appropriations - global child health accounts impacting children and youth at USAID (Vulnerable Children, International Basic Education, Maternal and Child Health, Nutrition), Combating Child, Early and Forced Marriage, McGovern-Dole International Food for Education and Child Nutrition Program, Department of State Child Protection Compact (CPC) Partnership, Violence Against Children and Youth Surveys, CEIU, ILAB, UNICEF, IDA, MRA, PEPFAR (OMB); Violence Against Children Ministerial Meeting (HHS, NSC, USAID); U.S. Government pledge at the 2025 Nutrition for Growth Summit (USAID)
Referred to the House Committee on Financial Services.
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: $170,000 · Firm income: Not reported
Government targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Product Safety Commission (CPSC), Defense, Dept of (DOD), Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS), Substance Abuse & Mental Health Services Administration (SAMHSA), U.S. Agency for International Development (USAID), White House Office
2024 · fourth_quarter · Health Issues
Child passenger safety; Appropriations for the Indian Health Service - HIS; Appropriations for Environmental Programs (including EPA) - EPA; Maternal, Infant, and Early Childhood Home Visiting Program Reauthorization & Implementation - HRSA, CMS, HHS, ACF; Infant sleep product safety - CPSC; Lead exposure prevention - EPA, CDC, HUD, FDA; Food safety - FDA, EPA, CDC; Paid family and medical leave; Regulation of high-powered magnet sets - CPSC; Climate change, Inflation Reduction Act Implementation - EPA; Vehicle emissions standards - EPA, NHTSA; Button battery ingestions - CPSC; Early childhood education - HHS; Child product safety and injury prevention - CPSC; Furniture tip-overs - CPSC; Child Abuse Prevention and Treatment Act (CAPTA) Reauthorization; CAPTA Plans of safe care grants - HHS, ACF & ASPE; Family First Prevention Services Act implementation - HHS, ACF; CAPTA Fatalities Prevention and Response - HHHS, ACF; Title IV-B Reauthorization (including H.R. 9076: Protecting Americas Children by Strengthening Families Act) - HHS, ACF; Congregate care reform - HHS, ACF; Mental health supports for foster youth/former foster youth - HHS, ACF; Mercury and Air Toxics Standards, ozone and particulate matter NAAQS, EPA greenhouse gas regulation - EPA; QRTP/IMDs (including H.R. 4056 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023) - HHS, ACF; Firearm Violence Prevention (Including Research Funding; Background Checks) - WH Domestic Policy Council; WH Office of Gun Violence Prevention; CDC; NIH; DOJ; Pregnant Workers Fairness Act Implementation - EEOC; Childcare Funding & Resources - HHS, OCC; Native American Child Health - DOI; EPA, HHS, HIS; Water Beads (including H.R. 4648: Ban Water Beads Act; S. 4298: Esthers Law) - CPSC Continuous Eligibility for Children in Medicaid and CHIP (including H.R. 9688 - Keep Kids Covered Act) - HHS/CMS; Medicaid Payment Parity (including H.R. 952 - Kids Access to Primary Care Act) - HHS/CMS; Access to Care in Medicaid/CHIP - HHS/CMS; Medicaid/CHIP renewal policies - HHS/CMS; QRTP/IMDs (including H.R. 4056 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023, and S. 3196 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023); Accelerating Kids Access to Care Act (HR 4758, S 2372); Medicaid Early and Periodic Screening, Diagnostic, and Treatment requirement - HHS/CMS; Vaccines for Children program improvements - HHS/CMS, CDC; Medicaid prior authorization and medical necessity determinations; Telehealth - DEA tele-prescribing extension and Medicare telehealth extension - HHS, DEA; H.R. 10438 - Helping Families Access Pediatric Care Act; S. 2243 - Palliative Care and Hospice Education and Training Act (PCHETA); CY2025 Medicare Physician Fee Schedule - CMS Standards in ORR Custody - ORR, HHS; Licensure of ORR Shelters - ORR, HHS; Public Charge; Child Nutrition Reauthorization/WIC - USDA; SNAP/Farm Bill - USDA; Mental Health for Children HRSA; H.R. 6, DREAM Act; Medical Nutrition Equity Act; Lift the Bar Act (H.R. 4170/S. 2038); PAHPA Reauthorization; CARE for Families Act HR 3107; WIC Act (S. 1604/H.R. 3364); MODERN WIC Act (S. 984/H.R. 2424) Strengthening Efforts to End Violence Against Children Act (H.R. 4798); MINDS Act (H.R. 1570/S. 767); FY25 SFOPS Appropriations - report language on children with disabilities globally; International Protections for Children with Disabilities Act (S.847) - subsection S.4797; Implementation of the Global Child Thrive Act - USAID; Violence Against Children Ministerial Meeting - HHS, NSC, USAID; Violence Against Children Surveys - Department of State; Issue/Bill - Agency FY25 Labor, Health and Human Services, and Education Appropriations Bill: Pediatric Subspecialty Loan Repayment Program, Firearm Injury and Mortality Prevention Research, Pediatric Mental Health Care Access Program, Emergency Medical Services for Children, National Center for Birth Defects and Developmental Disabilities, Global Immunization, Sudden Unexpected Infant Death and Sudden Death in Childhood, Vaccine Injury Compensation Program, VACCINES Act, Antimicrobial Resistance, Maternal and Child Health, School Based Health Centers, Healthy Start, Section 317 Immunization Grants; FY25 Agriculture, Rural Development, Food and Drug Administration Appropriations Bill: Pediatric Device Consortia; Newborn Screening Saves Lives Reauthorization Act; FY25 National Defense Authorization Act - Department of Defense / Defense Health Agency; Defense Health Agency - Fluoride varnish; Improving the Health of Children Act; Strengthening the Vaccines for Children Program Act; Banning Electronic Stimulation Devices - FDA; SSI Savings Penalty Elimination Act (S.2767/H.R.5408); HCBS Access Act (S.762/H.R. 1493); Better Care Better Jobs Act (S.100/H.R. 547); Autism Family Caregivers Act; PREVENT HPV Cancers Act (H.R. 3633); Supplemental Security Income Equality Act (H.R. 256); IDEA Full Funding Act (S.2217/H.R.4519); Promoting Physical Activity for Americans Act (S.397); Pandemic and All Hazards Preparedness Act (PAHPA); PREEMIE Reauthorization Act (H.R. 3226/S. 1573); Autism CARES Act of 2024 (H.R. 7213/S.4762); Supplemental Security Income/Social Security - Social Security Administration; School Access to Naloxone Act (H.R. 3065); HEADs UP Act (H.R. 3380); Preventing Maternal Deaths Reauthorization Act of 2023 (S. 2415/H.R.3838); SHINE for Autumn Act (H.R.5012/S.2647); Artificial Intelligence; Congenital Heart Futures Reauthorization Act (S.3757/H.R.7189); HERO Act (H.R. 6251); SSI Restoration Act (H.R. 7138); NURSE Act (S. 3953/H.R. 3197); Vaccines for Children coverage of Nirsevimab and COVID-19 immunizations - CDC, HHS; WEAR IT Act (H.R. 6279); Probiotic use in the NICU - FDA, CDC, NIH; Maternal mental health/perinatal mental health Kids Online Safety Act (S. 1409/H.R. 7891); Children and Teens Online Privacy Protection Act (S. 1418/H.R. 7890); Legislation to Protect Young People Online; Pediatric Subspecialty Loan Repayment Program Funding and Program Implementation - Health Resources and Services Administration; Adolescent Health Issues, including mpox -Department of Health and Human Services Office of the Assistant Secretary for Health; Regulation of Tobacco Products -Food and Drug Administration; Innovation in Pediatric Drugs Act (H.R. 6664); Ethical Considerations when Studying Youth Online -White House Office of Science and Technology Policy
Client expense: $170,000 · Firm income: Not reported
Government targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Product Safety Commission (CPSC), Defense, Dept of (DOD), Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS), Substance Abuse & Mental Health Services Administration (SAMHSA), U.S. Agency for International Development (USAID), White House Office
2024 · third_quarter · Health Issues
Kids Online Safety Act (S. 1409/H.R. 7891); Children and Teens Online Privacy Protection Act (S. 1418/H.R. 7890); Legislation to Protect Young People Online; Pediatric Subspecialty Loan Repayment Program Funding and Program Implementation (HRSA); Adolescent Health Issues (Department of Health and Human Services Office of the Assistant Secretary for Health; Regulation of Tobacco Products (including Proposed Menthol Cigarette and Flavored Cigar Prohibition) (FDA); Innovation in Pediatric Drugs Act (H.R. 6664) Child passenger safety; Appropriations for the Indian Health Service (IHS); Appropriations for Environmental Programs (including EPA); Maternal, Infant, and Early Childhood Home Visiting Program Reauthorization & Implementation (HRSA, CMS, HHS, ACF); Infant sleep product safety (CPSC); Lead exposure prevention (EPA, CDC, HUD); Food safety (FDA, EPA, CDC); Paid family and medical leave; Regulation of high-powered magnet sets (CPSC); Climate change, Inflation Reduction Act Implementation (CPSC); Vehicle emissions standards (EPA, NHTSA); Button battery ingestions (CPSC); Early childhood education (HHS); Child protection safety and injury prevention (CPSC); Furniture tip-overs (CPSC); Child Abuse Prevention and Treatment Act (CAPTA) Reauthorization; CAPTA Plans of safe care grants (ACF, HHS ASPE); Family First Prevention Services Act implementation (ACF); CAPTA Fatalities Prevention and Response (HHS); Title IV-B Reauthorization (including H.R. 9076: Protecting Americas Children by Strengthening Families Act) (ACF); Congregate care reform (HHS, ACF); Mental health supports for foster youth/former foster youth (HHS); Mercury and Air Toxics Standards, ozone and particulate matter NAAQS, EPA greenhouse gas regulation (EPA); QRTP/IMDs (including H.R. 4056 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023) (ACF); Firearm Violence Prevention (Including Research Funding; Background Checks) (WH Domestic Policy Council; WH Office of Gun Violence Prevention; CDC; NIH; DOJ); Pregnant Workers Fairness Act Implementation (EEOC); Childcare Funding & Resources (HHS); Native American Child Health (DOI, EPA, HHS); Water Beads (including H.R. 4648: Ban Water Beads Act; S. 4298: Esthers Law (CPSC) Continuous Eligibility for Children in Medicaid and CHIP (including H.R. 9688 - Keep Kids Covered Act) (HHS/CMS); Medicaid Payment Parity (including H.R. 952 - Kids Access to Primary Care Act) (HHS/CMS); Access to Care in Medicaid/CHIP (HHS/CMS); Postpartum Medicaid Extension and Maternal Health Improvements; Medicaid/CHIP renewal policies (HHS/CMS); QRTP/IMDs (including H.R. 4056 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023, and S. 3196 - Ensuring Medicaid Continuity for Children in Foster Care Act of 2023); Accelerating Kids Access to Care Act (HR 4758, S 2372); Medicaid Early and Periodic Screening, Diagnostic, and Treatment requirement (HHS/CMS); Vaccines for Children program improvements (HHS/CMS, CDC); Medicaid prior authorization and medical necessity determinations Standards in ORR Custody (ORR, HHAS); Licensure of ORR Shelters (ORR, HHS); Public Charge; Child Nutrition Reauthorization/WIC (USDA); SNAP/Farm Bill (USDA); Mental Health for Children (HRSA); H.R. 6, DREAM Act; Medical Nutrition Equity Act; Lift the Bar Act (H.R. 4170/S. 2038); PAHPA Reauthorization; CARE for Families Act HR 3107; WIC Act (S. 1604/H.R. 3364); MODERN WIC Act (S. 984/H.R. 2424) FY25 Labor, Health and Human Services, and Education Appropriations Bill: Pediatric Subspecialty Loan Repayment Program, Firearm Injury and Mortality Prevention Research, Pediatric Mental Health Care Access Program, Emergency Medical Services for Children, National Center for Birth Defects and Developmental Disabilities, Global Immunization, Sudden Unexpected Infant Death and Sudden Death in Childhood, Vaccine Injury Compensation Program, VACCINES Act, Antimicrobial Resistance, Maternal and Child Health, School Based Health Centers, Healthy Start, Section 317 Immunization Grants; FY25 Agriculture, Rural Development, Food and Drug Administration Appropriations Bill: Pediatric Device Consortia; Newborn Screening Saves Lives Reauthorization Act; FY25 National Defense Authorization Act (Department of Defense / Defense Health Agency); Defense Health Agency - Autism Care Demonstration (Department of Defense / Defense Health Agency); Defense Health Agency - Fluoride varnish (Department of Defense / Defense Health Agency); Improving the Health of Children Act; Strengthening the Vaccines for Children Program Act; Banning Electronic Stimulation Devices (FDA); SSI Savings Penalty Elimination Act (S.2767/H.R.5408); HCBS Access Act (S.762/H.R. 1493); Better Care Better Jobs Act (S.100/H.R. 547); Autism Family Caregivers Act; PREVENT HPV Cancers Act (H.R. 3633); Supplemental Security Income Equality Act (H.R. 256); IDEA Full Funding Act (S.2217/H.R.4519); Promoting Physical Activity for Americans Act (S.397); Pandemic and All Hazards Preparedness Act (PAHPA); PREEMIE Reauthorization Act (H.R. 3226/S. 1573); Autism CARES Act of 2024 (H.R. 7213/S.4762); Supplemental Security Income/Social Security (Social Security Administration); School Access to Naloxone Act (H.R. 3065); HEADs UP Act (H.R. 3380); Preventing Maternal Deaths Reauthorization Act of 2023 (S. 2415/H.R.3838); SHINE for Autumn Act (H.R.5012/S.2647); Artificial Intelligence; Congenital Heart Futures Reauthorization Act (S.3757/H.R.7189); HERO Act (H.R. 6251); SSI Restoration Act (H.R. 7138); NURSE Act (S. 3953/H.R. 3197); Vaccines for Children coverage of Nirsevimab and COVID-19 immunizations (CDC, HHS); WEAR IT Act (H.R. 6279); Probiotic use in the NICU (FDA, CDC, NIH) Strengthening Efforts to End Violence Against Children Act (H.R. 4798); MINDS Act (H.R. 1570/S. 767); Implementation of the Global Child Thrive Act (USAID); FY26 Appropriations - global child health accounts impacting children and youth at USAID (Vulnerable Children, International Basic Education, Maternal and Child Health, Nutrition), Combating Child, Early and Forced Marriage, McGovern-Dole International Food for Education and Child Nutrition Program, Department of State Child Protection Compact (CPC) Partnership, Violence Against Children and Youth Surveys, CEIU, ILAB, UNICEF, IDA, MRA, PEPFAR (OMB); Violence Against Children Ministerial Meeting (HHS, NSC, USAID); U.S. Government pledge at the 2025 Nutrition for Growth Summit (USAID)
Client expense: $170,000 · Firm income: Not reported
Government targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Product Safety Commission (CPSC), Defense, Dept of (DOD), Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Natl Highway Traffic Safety Administration (NHTSA), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS), Substance Abuse & Mental Health Services Administration (SAMHSA), U.S. Agency for International Development (USAID), White House Office
2023 · fourth_quarter · Financial Institutions/Investments/Securities
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4177, Improving Corporate Governance Through Diversity Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4589, To provide for the registration of proxy advisory firms H.R. 4590, To provide for liability for certain failures to disclose material information in connection with proxy voting advice H.R. 4600, Protecting Retail Investors Savings Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4648, To provide for duties of certain investment advisors, asset managers, and pension funds with respect to voting on shareholder proposals H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 H.R. 6783, Capital Markets Financing and Economic Growth Investments Act of 2023 S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2007, Improving Corporate Governance Through Diversity Act of 2023 S. 2226, National Defense Authorization Act for Fiscal Year 2024 (outbound investment screening) S. 2700, INDEX Act General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC money market fund proposal SEC predictive data analytics proposal SEC Safeguarding Advisory Client Assets proposal FSOC revised guidance on designation of nonbank SIFIs Executive Order on Addressing United States Investments in Certain National Security Technologies and Products in Countries of Concern
Client expense: $1,040,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2023 · third_quarter · Financial Institutions/Investments/Securities
Beneficial Ownership Capital Formation Climate Disclosures ESG Disclosures FAR Proposal re: Federal Contractor Climate Disclosures H.R. 4161, Performance Over Politics H.R. 4168, Mandatory Materiality Requirement H.R. 4589, Registration of Proxy Advisory Firms H.R. 4590, Liability for Certain Failures to Disclose Material Information or Making of Material Misstatements H.R. 4600, Protecting Retail Investors Savings H.R. 4628, SEC Justification of Non-Material Disclosure Mandates H.R. 4640, Exclusion of Certain ESG Shareholder Proposals H.R. 4644, No Expensive, Stifling Governance H.R. 4645, Empowering Shareholders H.R. 4648, Duties of Investment Advisors, Asset Managers, and Pension Funds H.R. 4652, Public Company Advisory Committee H.R. 4653, Protecting U.S. Business Sovereignty H.R. 4655, Businesses Over Activists Act H.R. 4656, Protecting Americans Savings H.R. 4657, Exclusions Available Regardless of Significant Social Policy Issue H.R. 4662, Corporate Governance Examination H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, the GUARDRAIL Act Human Capital Management Proposed Rule on Climate Disclosures Proposed Rule on Cybersecurity Disclosures Proposed Rule on Shareholder Proposal Exclusions Proxy Advisory Firm Oversight Proxy Process Reforms Proxy Resubmission Thresholds Rule 144A Shareholder Activism
Client expense: $2,060,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2023 · third_quarter · Financial Institutions/Investments/Securities
H.R. 448, Putting Investors First Act of 2023 H.R. 500, Financial Exploitation Prevention Act of 2023 H.R. 760, Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807, Improving Disclosure for Investors Act of 2023 H.R. 2627, Increasing Investor Opportunities Act H.R. 3063, Retirement Fairness for Charities and Educational Institutions Act of 2023 H.R. 3812, Financial Stability Oversight Council Improvement Act of 2023 H.R. 4168, Mandatory Materiality Requirement Act of 2023 H.R. 4177, Improving Corporate Governance Through Diversity Act of 2023 H.R. 4237, Ensuring Sound Guidance Act H.R. 4589, To provide for the registration of proxy advisory firms H.R. 4590, To provide for liability for certain failures to disclose material information in connection with proxy voting advice H.R. 4600, Protecting Retail Investors Savings Act H.R. 4628, To require the SEC to disclose and report on non-material disclosure mandates H.R. 4640, To authorize the exclusion of shareholder proposals from proxy or consent solicitation material if the subject matter of the shareholder proposal is environmental, social, or political H.R. 4641, Performance Over Politics Act H.R. 4642, International Regulatory Transparency and Accountability Act H.R. 4644, No Expensive, Stifling Governance Act H.R. 4645, Empowering Shareholders Act of 2023 H.R. 4648, To provide for duties of certain investment advisors, asset managers, and pension funds with respect to voting on shareholder proposals H.R. 4652, Public Company Advisory Committee Act H.R. 4653, Protecting U.S. Business Sovereignty Act H.R. 4655, Businesses over Activists Act H.R. 4656, Protecting Americans Savings Act H.R. 4657, To clarify that an issuer may exclude a shareholder proposal pursuant to section 240.14a-8(i) of title 17, Code of Federal Regulations, without regard to whether such proposal relates to a significant social policy issue H.R. 4662, Corporate Governance Examination Act H.R. 4767, Protecting Americans Retirement Savings from Politics Act H.R. 4790, GUARDRAIL Act of 2023 S. 1481, Financial Exploitation Prevention Act of 2023 S. 1799, Putting Investors First Act of 2023 S. 2005, Mandatory Materiality Requirement Act of 2023 S. 2007, Improving Corporate Governance Through Diversity Act of 2023 S. 2226, National Defense Authorization Act for Fiscal Year 2024 (outbound investment screening) S. 2700, INDEX Act General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals SEC mandatory swing pricing, hard close, and liquidity risk management proposal SEC money market fund proposal SEC Fund Names Rule SEC Safeguarding Advisory Client Assets proposal FSOC revised guidance on designation of nonbank SIFIs
Client expense: $1,490,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office