Financial Innovation and Technology for the 21st Century Act
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
93pct
417d 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.
Yes
1119
No
536
Present
0
Not Voting
83
Party Breakdown
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Filing registrants (69)
Received in the Senate and Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
Motion to reconsider laid on the table Agreed to without objection.
On passage Passed by recorded vote: 279 - 136 (Roll no. 226). (text: CR H3432-3455)
HousePassed/agreed to in House: On passage Passed by recorded vote: 279 - 136 (Roll no. 226). (text: CR H3432-3455)
HouseThe House adopted the amendments en gros as agreed to by the Committee of the Whole House on the state of the Union.
The previous question was ordered pursuant to the rule.
The House rose from the Committee of the Whole House on the state of the Union to report H.R. 4763.
POSTPONED PROCEEDINGS - At the conclusion of debate on the Perry amendment No. 4, the Chair put the question on agreeing to the amendment and by voice vote, announced that the ayes prevailed. Ms. Waters demanded a recorded vote and the Chair postponed further proceedings until a time to be announced.
DEBATE - Pursuant to the provisions of H. Res. 1243, the Committee of the Whole proceeded with 10 minutes of debate on the Perry amendment No. 4.
Bills with similar content found using semantic analysis.
Sources: Congress.gov · House Clerk roll-call votes
| #224 | house | On Agreeing to the Amendment | Agreed to | May 22, 2024 |
| #225 | house | On Agreeing to the Amendment | Agreed to | May 22, 2024 |
| #226 | house | On Passage | Passed | May 22, 2024 |
| #223 | house | On Agreeing to the Amendment | Failed | May 22, 2024 |
2026 · first_quarter · Banking
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Digital Commodities Act of 2024, all provisions; Genius Act, S. 394; Clarity Act
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2026 · first_quarter · Commodities (big ticket)
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Digital Commodities Act of 2024, all provisions; Genius Act, S. 394; Clarity Act
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2026 · first_quarter · Financial Institutions/Investments/Securities
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Genius Act, S. 394; Clarity Act
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2025 · fourth_quarter · Financial Institutions/Investments/Securities
Issues related to S. 394, the GENIUS Act of 2025. Issues related to the Congressional FinTech and Payments Caucus. Issues related to the Senate Payments Innovation Caucus. Issues related to the House FinTech Task Force. Issues related to privacy and data breach notification. Issues related to FedNow and faster payments. Issues related to financial inclusion and the unbanked and underbanked. Issues related to Central Bank Digital Currencies (CBDC), stablecoins, and digital assets. Issues related to H.R. 1165, the Data Privacy Act of 2023. Issues related to the implementation of H.R. 4346, the Chips and Science Act. Issues related to the creation of a Merchant Category Code (MCC). Issues related to artificial intelligence and payments. Issues related to H.R. 2891 / S. 1323, the Secure And Fair Enforcement (SAFE) Banking Act of 2023. Issues related to H.R. 4763, the Financial Innovation and Technology for the 21st Century Act. Issues related to H.R. 4766, the Clarity for Payment Stablecoins Act of 2023. Issues related to S. 5242, the Saving Privacy Act. Issues related to H.R. 3633, the Digital Asset Market Clarity Act of 2025.
Client expense: Not reported · Firm income: $70,000
2025 · fourth_quarter · Banking
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Digital Commodities Act of 2024, all provisions; Genius Act, S. 394; Clarity Act
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2025 · fourth_quarter · Commodities (big ticket)
POSTPONED PROCEEDINGS - At the conclusion of debate on the Norman amendment No. 3, the Chair put the question on agreeing to the amendment and by voice vote, announced that the ayes prevailed. Ms. Waters demanded a recorded vote and the Chair postponed further proceedings until a time to be announced.
DEBATE - Pursuant to the provisions of H. Res. 1243, the Committee of the Whole proceeded with 10 minutes of debate on the Norman amendment No. 3.
DEBATE - Pursuant to the provisions of H. Res. 1243, the Committee of the Whole proceeded with 10 minutes of debate on the Pettersen amendment No. 2.
POSTPONED PROCEEDINGS - At the conclusion of debate on the Casar amendment No. 1, the Chair put the question on agreeing to the amendment and by voice vote, announced that the noes prevailed. Mr. Casar demanded a recorded vote and the Chair postponed further proceedings until a time to be announced.
DEBATE - Pursuant to the provisions of H. Res. 1243, the Committee of the Whole proceeded with 10 minutes of debate on the Casar amendment No. 1.
GENERAL DEBATE - The Committee of the Whole proceeded with one hour of general debate on H.R. 4763.
The Speaker designated the Honorable Michael Guest to act as Chairman of the Committee.
House resolved itself into the Committee of the Whole House on the state of the Union pursuant to H. Res. 1243 and Rule XVIII.
Rule provides for consideration of H.R. 4763, H.R. 5403 and H.R. 192. The resolution provides for one hour of debate on each bill. H.R. 4763 and H.R. 5403 are considered under a structured rule and H.R. 192 is considered under a closed rule. The resolution provides for one motion to recommit on each bill.
Considered under the provisions of rule H. Res. 1243. (consideration: H3419–3463)
Rules Committee Resolution H. Res. 1243 Reported to House. Rule provides for consideration of H.R. 4763, H.R. 5403 and H.R. 192. The resolution provides for one hour of debate on each bill. H.R. 4763 and H.R. 5403 are considered under a structured rule and H.R. 192 is considered under a closed rule. The resolution provides for one motion to recommit on each bill.
Placed on the Union Calendar, Calendar No. 401.
Reported (Amended) by the Committee on Financial Services. H. Rept. 118-484, Part II.
Congress.gov source codes: 5000, H12200
Reported (Amended) by the Committee on Agriculture. H. Rept. 118-484, Part I.
Congress.gov source codes: 5000, H12200
Ordered to be Reported (Amended) by Voice Vote.
Committee Consideration and Mark-up Session Held
Ordered to be Reported in the Nature of a Substitute (Amended) by the Yeas and Nays: 35 - 15.
Committee Consideration and Mark-up Session Held
Referred to the Committee on Financial Services, and in addition to the Committee on Agriculture, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
Introduced in House
Congress.gov source codes: 1000, Intro-H
| Markup By |
| July 27, 2023 |
| Financial Services Committee | House | Markup By | July 26, 2023 |
| Financial Services Committee | House | Referred To | July 20, 2023 |
| Agriculture Committee | House | Referred To | July 20, 2023 |
| July 20, 2023 |
| Republican |
| IN |
| John R. Curtis | Republican | UT |
| Marcus J. Molinaro | Republican | NY |
| Patrick T. McHenry | Republican | NC |
| Ritchie Torres | Democratic | NY |
| Tom Emmer | Republican | MN |
| Warren Davidson | Republican | OH |
| Wiley Nickel | Democratic | NC |
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Digital Commodities Act of 2024, all provisions; Genius Act, S. 394; Clarity Act
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2025 · fourth_quarter · Financial Institutions/Investments/Securities
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Genius Act, S. 394; Clarity Act
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2025 · third_quarter · Financial Institutions/Investments/Securities
Issues related to S. 394, the GENIUS Act of 2025. Issues related to the Congressional FinTech and Payments Caucus. Issues related to the Senate Payments Innovation Caucus. Issues related to the House FinTech Task Force. Issues related to privacy and data breach notification. Issues related to FedNow and faster payments. Issues related to financial inclusion and the unbanked and underbanked. Issues related to Central Bank Digital Currencies (CBDC), stablecoins, and digital assets. Issues related to H.R. 1165, the Data Privacy Act of 2023. Issues related to the implementation of H.R. 4346, the Chips and Science Act. Issues related to the creation of a Merchant Category Code (MCC). Issues related to artificial intelligence and payments. Issues related to H.R. 2891 / S. 1323, the Secure And Fair Enforcement (SAFE) Banking Act of 2023. Issues related to H.R. 4763, the Financial Innovation and Technology for the 21st Century Act. Issues related to H.R. 4766, the Clarity for Payment Stablecoins Act of 2023. Issues related to S. 5242, the Saving Privacy Act. Issues related to H.R. 3633, the Digital Asset Market Clarity Act of 2025.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · third_quarter · Banking
S. 875, FIRM Act; provisions related to regulatory capital and liquidity. H.R. 3633, Digital Asset Market Clarity Act of 2025; provisions related to digital assets and stablecoin. H.R. 4763, Financial Innovation and Technology for the 21st Century Act; provisions related to digital assets market structure. Issues related AML reforms. Issues related to overdraft. Issues related to Dodd Frank 1033 rulemaking. Issues related to Reg E. Issues related to credit card interchange. Issues related to Treasury Outbound Investment Rule. Issues related to CFPB 1033 Rule. Issues related to electronic delivery.
Client expense: $1,020,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2025 · third_quarter · Financial Institutions/Investments/Securities
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Genius Act, S. 394
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2025 · third_quarter · Banking
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Digital Commodities Act of 2024, all provisions; Genius Act, S. 394
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2025 · third_quarter · Commodities (big ticket)
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Digital Commodities Act of 2024, all provisions; Genius Act, S. 394
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2025 · third_quarter · Financial Institutions/Investments/Securities
Health and function of the listed options industry; Financial Innovation and Technology for the 21st Century Act (H.R.4763) as it pertains to options contracts and potential affects on options markets; Digital asset market structure draft bill as it pertains to the definition of options contracts; Clarity Act (H.R. 3633) as it pertains to the definition of options contracts.
Client expense: $200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · third_quarter · Financial Institutions/Investments/Securities
Federal policy (no bill) relating to the regulation of stablecoins, blockchains, and decentralized autonomous organizations and market structure for digital assets. S.919, GENIUS Act of 2025, provisions relating to regulation of stablecoins. H.R.2392, STABLE Act of 2025, provisions relating to regulation of stablecoins. H.R. 3633. Digital Asset Market Clarity Act of 2025, provisions relating to regulation of stablecoins, blockchains, DAOs and related crypto currency matters. H.R. 2384, Financial Technology Protection Act of 2025, provisions relating to the improvement of anti-money laundering, counter-terrorist, and other counter-illicit financing efforts. Provisions relating to market structure and consumer protection in 118th Congress, including H. R. 4763, FIT 21 Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · second_quarter · Financial Institutions/Investments/Securities
Issues related to S. 394, the GENIUS Act of 2025. Issues related to the Congressional FinTech and Payments Caucus. Issues related to the Senate Payments Innovation Caucus. Issues related to the House FinTech Task Force. Issues related to privacy and data breach notification. Issues related to FedNow and faster payments. Issues related to financial inclusion and the unbanked and underbanked. Issues related to Central Bank Digital Currencies (CBDC), stablecoins, and digital assets. Issues related to H.R. 1165, the Data Privacy Act of 2023. Issues related to the implementation of H.R. 4346, the Chips and Science Act. Issues related to the creation of a Merchant Category Code (MCC). Issues related to artificial intelligence and payments. Issues related to H.R. 2891 / S. 1323, the Secure And Fair Enforcement (SAFE) Banking Act of 2023. Issues related to H.R. 4763, the Financial Innovation and Technology for the 21st Century Act. Issues related to H.R. 4766, the Clarity for Payment Stablecoins Act of 2023. Issues related to S. 5242, the Saving Privacy Act. Issues related to H.R. 3633, the Digital Asset Market Clarity Act of 2025.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · first_quarter · Banking
H.R. 2392: STABLE Act of 2025; provisions related to definitions S.394: GENIUS Act of 2025; provisions related to definitions H.R. 4763 (118th Congress): Financial Innovation and Technology for the 21st Century Act; Provisions related to Titles I & II General Discussions related to digital assets and digital asset products and services, and cloud storage products and services.
Client expense: $150,000 · Firm income: Not reported
Government targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2025 · first_quarter · Commodities (big ticket)
H.R. 4763 (118th Congress): Financial Innovation and Technology for the 21st Century Act; Provisions related to Titles I & II General Discussions related to digital assets and digital asset products and services, and cloud storage products and services.
Client expense: $150,000 · Firm income: Not reported
Government targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2025 · first_quarter · Financial Institutions/Investments/Securities
H.R. 2392: STABLE Act of 2025; provisions related to definitions S.394: GENIUS Act of 2025; provisions related to definitions H.R. 4763 (118th Congress): Financial Innovation and Technology for the 21st Century Act; Provisions related to Titles I & II General Discussions related to digital assets and digital asset products and services, and cloud storage products and services.
Client expense: $150,000 · Firm income: Not reported
Government targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2025 · second_quarter · Commodities (big ticket)
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Digital Commodities Act of 2024, all provisions; Genius Act, S. 394
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2025 · second_quarter · Banking
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Digital Commodities Act of 2024, all provisions; Genius Act, S. 394
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2025 · second_quarter · Financial Institutions/Investments/Securities
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Genius Act, S. 394
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2025 · second_quarter · Financial Institutions/Investments/Securities
Federal policy (no bill) relating to the regulation of stablecoins, blockchains, and decentralized autonomous organizations and market structure for digital assets. S.919, GENIUS Act of 2025, provisions relating to regulation of stablecoins. H.R.2392, STABLE Act of 2025, provisions relating to regulation of stablecoins. H.R. 3633, Digital Asset Market Clarity Act of 2025, provisions relating to regulation of stablecoins, blockchains, DAOs and related crypto currency matters. H.R. 2384, Financial Technology Protection Act of 2025, provisions relating to the improvement of anti-money laundering, counter-terrorist, and other counter-illicit financing efforts. Provisions relating to market structure and consumer protection in 118th Congress, including H. R. 4763, FIT 21 Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · second_quarter · Financial Institutions/Investments/Securities
Federal policy (no bill) relating to the regulation of stablecoins, blockchains, and decentralized autonomous organizations and market structure for digital assets. S.919, GENIUS Act of 2025, provisions relating to regulation of stablecoins. H.R.2392, STABLE Act of 2025, provisions relating to regulation of stablecoins. H.R. 3633, Digital Asset Market Clarity Act of 2025, provisions relating to regulation of stablecoins, blockchains, DAOs and related crypto currency matters. H.R. 2384, Financial Technology Protection Act of 2025, provisions relating to the improvement of anti-money laundering, counter-terrorist, and other counter-illicit financing efforts. Provisions relating to market structure and consumer protection in 118th Congress, including H. R. 4763, FIT 21 Act.
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · second_quarter · Financial Institutions/Investments/Securities
Health and function of the listed options industry; Potential impacts of Basel III Endgame Proposal's bank regulatory capital rules on listed options market; Ransomware and Financial Stability Act of 2024 (H.R.7965) as it pertains to the impact on listed options markets; Financial Innovation and Technology for the 21st Century Act (H.R.4763) as it pertains to options contracts and potential affects on options markets.
Client expense: $210,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · second_quarter · Financial Institutions/Investments/Securities
Federal policy (no bill) relating to the regulation of stablecoins, blockchains, and decentralized autonomous organizations and market structure for digital assets. S.919, GENIUS Act of 2025, provisions relating to regulation of stablecoins. H.R.2392, STABLE Act of 2025, provisions relating to regulation of stablecoins. H.R. 3633. Digital Asset Market Clarity Act of 2025, provisions relating to regulation of stablecoins, blockchains, DAOs and related crypto currency matters. H.R. 2384, Financial Technology Protection Act of 2025, provisions relating to the improvement of anti-money laundering, counter-terrorist, and other counter-illicit financing efforts. Provisions relating to market structure and consumer protection in 118th Congress, including H. R. 4763, FIT 21 Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · first_quarter · Financial Institutions/Investments/Securities
Potential successor bill to HR 4763, Financial Innovation and Technology for the 21st Century Act.
Client expense: Not reported · Firm income: Not reported
2025 · first_quarter · Banking
H.R. 2392: STABLE Act of 2025; provisions related to definitions S.394: GENIUS Act of 2025; provisions related to definitions H.R. 4763 (118th Congress): Financial Innovation and Technology for the 21st Century Act; Provisions related to Titles I & II General Discussions related to digital assets and digital asset products and services, and cloud storage products and services.
Client expense: $140,000 · Firm income: Not reported
Government targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2025 · first_quarter · Commodities (big ticket)
H.R. 4763 (118th Congress): Financial Innovation and Technology for the 21st Century Act; Provisions related to Titles I & II General Discussions related to digital assets and digital asset products and services, and cloud storage products and services.
Client expense: $140,000 · Firm income: Not reported
Government targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2025 · first_quarter · Financial Institutions/Investments/Securities
H.R. 2392: STABLE Act of 2025; provisions related to definitions S.394: GENIUS Act of 2025; provisions related to definitions H.R. 4763 (118th Congress): Financial Innovation and Technology for the 21st Century Act; Provisions related to Titles I & II General Discussions related to digital assets and digital asset products and services, and cloud storage products and services.
Client expense: $140,000 · Firm income: Not reported
Government targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2025 · first_quarter · Financial Institutions/Investments/Securities
Federal policy (no bill) relating to the regulation of stablecoins, blockchains, and decentralized autonomous organizations and market structure for digital assets. S.919, GENIUS Act of 2025, provisions relating to regulation of stablecoins. H.R.2392, STABLE Act of 2025, provisions relating to regulation of stablecoins. H.R. 2384, Financial Technology Protection Act of 2025, provisions relating to the improvement of anti-money laundering, counter-terrorist, and other counter-illicit financing efforts. Provisions relating to market structure and consumer protection in 118th Congress, including H. R. 4763, FIT 21 Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · first_quarter · Financial Institutions/Investments/Securities
Federal policy (no bill) relating to the regulation of stablecoins, blockchains, and decentralized autonomous organizations and market structure for digital assets. S.919, GENIUS Act of 2025, provisions relating to regulation of stablecoins. H.R.2392, STABLE Act of 2025, provisions relating to regulation of stablecoins. H.R. 2384, Financial Technology Protection Act of 2025, provisions relating to the improvement of anti-money laundering, counter-terrorist, and other counter-illicit financing efforts. Provisions relating to market structure and consumer protection in 118th Congress, including H. R. 4763, FIT 21 Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · first_quarter · Financial Institutions/Investments/Securities
Federal policy (no bill) relating to the regulation of stablecoins, blockchains, and decentralized autonomous organizations and market structure for digital assets. S.919, GENIUS Act of 2025, provisions relating to regulation of stablecoins. H.R.2392, STABLE Act of 2025, provisions relating to regulation of stablecoins. H.R.2032 / S.4912, BITCOIN Act, whole bill. H.R. 2384, Financial Technology Protection Act of 2025, provisions relating to the improvement of anti-money laundering, counter-terrorist, and other counter-illicit financing efforts. H.R. 1664, Deploying American Blockchains Act of 2025, whole bill. Provisions relating to market structure and consumer protection in 118th Congress, including H. R. 4763, FIT 21 Act.
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · first_quarter · Financial Institutions/Investments/Securities
Issues related to S. 394, the GENIUS Act of 2025. Issues related to the Congressional FinTech and Payments Caucus. Issues related to the Senate Payments Innovation Caucus. Issues related to the House FinTech Task Force. Issues related to privacy and data breach notification. Issues related to FedNow and faster payments. Issues related to financial inclusion and the unbanked and underbanked. Issues related to Central Bank Digital Currencies (CBDC), stablecoins, and digital assets. Issues related to H.R. 1165, the Data Privacy Act of 2023. Issues related to the implementation of H.R. 4346, the Chips and Science Act. Issues related to the creation of a Merchant Category Code (MCC). Issues related to artificial intelligence and payments. Issues related to H.R. 2891 / S. 1323, the Secure And Fair Enforcement (SAFE) Banking Act of 2023. Issues related to H.R. 4763, the Financial Innovation and Technology for the 21st Century Act. Issues related to H.R. 4766, the Clarity for Payment Stablecoins Act of 2023. Issues related to the S. 5242, the Saving Privacy Act.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · first_quarter · Financial Institutions/Investments/Securities
Pending market structure legislation (based on 118th Congress H.R. 4763 'FIT 21' bill), provisions relating to SEC and CFTC registration, and determination of decentralized within SEC/CFTC registration requirements
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2025 · first_quarter · Financial Institutions/Investments/Securities
Monitor financial derivatives legislation and regulation and any such laws or rules that impact derivatives market participants. Monitor and ensure capital rules do not disincentive clearing. Educating Congressional offices about the impact pending US bank capital rules will have on the cleared derivatives industry. Monitor the prospects of CFTC reauthorization. Monitor emerging legislation related to digital asset regulation. 118th Congress Bills H.R 4763 - the FIT Act H.R. 5234 - the Risk Management for Derivatives Clearing Organizations Act Monitor potential CFTC Reauthorization bill
Client expense: $240,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · first_quarter · Agriculture
Dodd-Frank Wall Street Reform and Consumer Protection Act (PL 111-203) (Title VII: Wall Street Transparency and Accountability); Issues related to regulation of clearinghouses, swap data repositories, swap execution facilities, and designated contract markets; Issues related to CFTC Funding; Issues related to Derivatives Clearing Market Structure; Issues related to CFTC Reauthorization; H.R. 4763 - Financial Innovation and Technology for the 21st Century Act (118th Congress) (issues related to Sec. 101 - Definitions under the Securities Act of 1933, Sec. 102 - Definitions under the Commodity Exchange Act, Sec. 103 - Definitions under this Act, Sec. 107 - Commodity Exchange Act savings provisions, and Section 401 - Commission jurisdiction over digital commodity transactions); Issues related to the Clearing of US Treasury futures.
Client expense: $430,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · first_quarter · Banking
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Responsible Financial Innovation Act (S.2281), provisions related to ancillary assets; Digital Commodities Act of 2024, all provisions
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2025 · first_quarter · Commodities (big ticket)
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Digital Commodities Act of 2024, all provisions; Responsible Financial Innovation Act (S.2281), provisions related to ancillary assets
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2025 · first_quarter · Financial Institutions/Investments/Securities
Issues related to digital assets, digital asset products and services, and cloud storage products and services; Financial Innovation and Technology for the 21st Century Act (H.R.4763), provisions related to Titles I & II; Responsible Financial Innovation Act (S.2281), provisions related to ancillary assets
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2024 · second_quarter · Financial Institutions/Investments/Securities
Arbitration Fairness for Consumers Act. Digital Commodities Consumer Protection Act. H.R. 7440 Financial Services Innovation Act of 2024. General lobbying on shareholder forced arbitration and forum selection clauses in corporate bylaws. General lobbying with regard to private equity ownership of nursing homes. General lobbying with regard to the use of forced arbitration in financial services and by big banks. General lobbying with regard to Consumer Financial Protection Bureau (CFPB) possible action on forced arbitration. General lobbying with regard to the impact of direct listings and tracing on section 11 liability SEC and CFPB. General lobbying with regard to CFPB rulemaking on consumer consent to arbitration. General lobbying with regard to cryptocurrency. HR 4763 Financial Innovation and Technology for 21st Century Act. General lobbying on Section 11 tracing issues. General lobbying on shareholder proposals impacting corporate accountability and undermining shareholder rights. Draft Senate legislation regarding digital commodities. HR 8773 Financial Services and General Government (FSGG) Appropriations Bill, with specific regard to report language. Draft Senate FSGG appropriations bill. HR 7440 The Financial Services Innovation Act of 2024. Draft legislation that would provide exclusive jurisdiction to federal courts over Securities Act of 1933 claims.
Client expense: $1,340,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2024 · fourth_quarter · Banking
H.R. 4766 - Clarity for Payment Stablecoins Act of 2023: issues related to treatment of custody activities (Section 12 (b)). S. 2281 - Lummis-Gillibrand Responsible Financial Innovation Act: issues related to custody assets maintenance off-balance sheet (Section 705 (e)). H.R. 4763 - Financial Innovation and Technology for the 21st Century Act: issues related to treatment of custody activities by banking institutions (Section 411).
Client expense: $160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Financial Institutions/Investments/Securities
Issues relating to blockchain, cryptocurrencies, and the classification of digital assets Digital Asset Market Structure legislation H.R. 4763, Financial Innovation and Technology for the 21st Century Act S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Financial Institutions/Investments/Securities
Increasing the regulatory clarity pertaining to crypto assets and crypto facilities, including H.R. 4763, Financial Innovation and Technology for the 21st Century Act; Development of a legislative framework for stablecoins, including H.R. 4766, the Clarity for Payment Stablecoins Act of 2023; Illicit finance and KYC/AML matters, including S. 2355, Crypto-Asset National Security Enhancement and Enforcement (CANSEE) Act and S. 2669, Digital Asset Anti-Money Laundering Act of 2023; Federal blockchain and distributed ledger technology research activities; Cryptocurrency and application of blockchain and distributed ledger technology to financial services and other economic sectors areas; CFTC regulation of digital assets; Crypto exchanges; Consumer protection issues
Client expense: Not reported · Firm income: $15,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Financial Institutions/Investments/Securities
Non-bank SIFI designations Confirm Caroline Crenshaw for SEC Commissioner Confirm Nominees for Financial Regulators & Independent Agencies Stop Wall Street Looting Act private equity regulation private equity in health care S. 4804 / H.R. 9156 Health Over Wealth Act SEC funding and riders in appropriations bills digital assets regulation HR 4763 The Financial Innovation and Technology for the 21st Century Act Private Markets Transparency and Accountability Capital Markets PE and childcare Dodd-Frank 956 rulemaking Stock buyback restrictions on CHIPS Act funds S. 1171 ETHICS Act Global South Policy Recommendations and Convening PCAOB NOCLAR Standard FIO/NAIC climate data call PCAOB Firm and Engagement metrics and reporting metrics proposal
Client expense: $180,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2024 · fourth_quarter · Financial Institutions/Investments/Securities
Cryptocurrency Regulations (General) Financial Innovation for the 21st Century Act (FIT21), HR 4763 Responsible Financial Innovations Act, S. 2281
Client expense: Not reported · Firm income: $5,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Financial Institutions/Investments/Securities
Cryptocurrency (general) Non-centralized digital assets (general) Financial Innovation and Technology for the 21st Century Act -- HR 4763 Blockchain Regulatory Certainty Act -- HR 1747 Lummis-Gillibrand Responsible Financial Innovation Act -- S. 2281
Client expense: Not reported · Firm income: $15,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Financial Institutions/Investments/Securities
Specific Legislation: S. 2355 - Crypto Asset National Security Enhancement and Enforcement (CANSEE) Act (AML legislation); S. 2669 -- Digital Asset Anti-Money Laundering Act (DAAMLA)(legislation related to BSA, AML, KYC for crypto); S. 4155 -- Lummis-Gillibrand Payment Stablecoin Act (federal stablecoin legislation); S. 4356 -- Lummis-Gillibrand Responsible Financial Innovation Act (comprehensive crypto bill); H.R. 4763 -- Financial Innovation and Technology for 21st Century (FIT) Act (comprehensive crypto legislation); H.R. 4766 - Clarity of Payment Stablecoins Act; H.R. 5741, the Uniform Treatment of Custodian Assets Act (rescinds SAB 121); H.J. Res. 109 (rescinds SAB 121); Draft stablecoin and crypto market structure legislation (not yet introduced). Securities and Exchange Commission's Staff Accounting Bulletin No. 121 (SAB 121); and Securities and Exchange Commission's Staff Accounting Bulletin No. 121 (SAB 121) - new accounting requirement for digital-asset custody.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · fourth_quarter · Financial Institutions/Investments/Securities
Monitor issues impacting state securities regulators, HR 2799; S. 955, the Senior Security Act; S 1481, Financial Exploitation Prevention Act; S. 4371 Empowering States to Protect Seniors from Bad Actors. HR 4763,"FIT21" Act.
Client expense: Not reported · Firm income: $12,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Financial Institutions/Investments/Securities
Issues related to blockchain technology and digital asset market structure. Central Bank Digital Currencies H.R. 4763 - Financial Innovation and Technology for the 21st Century Act H.R. 4766 - Clarity for Payment Stablecoins Act S. 2281 - Responsible Financial Innovation Act Tokenization Report Act of 2024
Client expense: Not reported · Firm income: $30,000
2024 · fourth_quarter · Financial Institutions/Investments/Securities
H.R. 3572, Securities Clarity Act H.R. 4763, Financial Innovation and Technology for the 21st Century Act H.R. 4766, Clarity for Payment Stablecoins Act of 2023 S. 2281, Lummis-Gillibrand Responsible Financial Innovation Act S. 2355, Crypto-Asset National Security Enhancement and Enforcement Act of 2023 S. 2669, Digital Asset Anti-Money Laundering Act of 2023 S. 3441, Terrorist Financing Prevention Act of 2023 S. 4155, A bill to provide for effective regulation of payment stablecoins, and for other purposes S. ____, Ensuring Necessary Financial Oversight and Reporting of Cryptocurrency Ecosystems (ENFORCE) Act Issues related to digital assets Issues related to the IRS Digital Broker Rule Issues related to national security and illicit finance Issues related to crypto market structure Crypto tax issues
Client expense: $250,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE