Senior Security Act of 2025

H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 1109, Litigation Transparency Act of 2025, and potential amendments thereto H.R. 1190/S. 577, Expanding Access to Capital for Rural Job Creators Act H.R. 1467/S. 4055, Senior Security Act of 2026 H.R. 1469, Senior Security Act of 2025 H.R. 1799, Financial Reporting Threshold Modernization Act H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 2675/S. 3180, Protecting Our Courts From Foreign Manipulation Act of 2025 H.R. 3301, ELEVATE Act of 2025 H.R. 3339, Equal Opportunity for All Investors Act of 2025 H.R. 3343, Greenlighting Growth Act of 2025 H.R. 3351, Improving Access to Small Business Information Act H.R. 3352, HALOS Act of 2025 H.R. 3381, Encouraging Public Offerings Act of 2025 H.R. 3382/S. 2924, Small Entity Update Act H.R. 3383/S. 3671, Increasing Investor Opportunities Act H.R. 3394, Fair Investment Opportunities for Professional Experts Act H.R. 3512, Tackling Predatory Litigation Funding Act H.R. 3645, ACCESS Act of 2025 H.R. 3673, Small Business Investor Capital Access Act H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act H.R. 4171, Small Entrepreneurs Empowerment and Development (SEED) Act of 2025 H.R. 4429, Developing and Empowering Our Aspiring Leaders (DEAL) Act H.R. 4430, Expanding WKSI Eligibility Act H.R. 4431, Improving Capital Formation for Newcomers (ICAN) Act H.R. 5437, Protection of Lawful Commerce in Stone Slab Products Act H.R. 5484, National Flood Insurance Program Reauthorization and Reform Act of 2025 H.R. 6955, Main Street Capital Access Act H.R. 7056, Community Bank Regulatory Tailoring Act H.R. 7085, To repeal certain disclosure requirements related to conflict minerals H.R. 7127, Restoring Secondary Market Trading Act H.R. 7128, Terrorism Risk Insurance Act of 2026 H.R. 8286, Protecting Americans' Retirement Savings From Politics Act H.R. 8338, Safeguarding Americans Fairly Earned Retirement Act of 2026 S. 985, PROTECT USA Act S. 2934, Protecting Americans from Russian Litigation Act of 2025, and potential litigation funding issues thereunder S. 3772, Export-Import Bank Reauthorization Act of 2026 S. 3826, Litigation Funding Transparency Act of 2026 Potential legislation similar to H.R. 448, Putting Investors First Act Potential legislation similar to H.R. 2590, Unlocking Capital for Small Business Act of 2023 Potential legislation similar to H.R. 2607, Improving Crowdfunding Opportunities Act, 2023 Potential legislation similar to H.R. 2622, to amend the Investment Advisers Act of 1940 to codify certain Securities and Exchange Commission no-action letters that exclude brokers and dealers compensated for certain research services from the definition of investment adviser Potential legislation similar to H.R. 2651, Regulation A+ Improvement Act of 2023 Potential legislation similar to H.R. 2799, the Investment Opportunity Expansion Act, 2023 Potential legislation similar to H.R. 4168/S. 2005, Mandatory Materiality Act Potential legislation similar to H.R. 4767, Protecting Americans Retirement Savings from Politics Act Potential legislation similar to H.R. 6623/S. 2068, Main Street Growth Act Potential legislation similar to S. 5139, Empowering Main Street in America Act (EMSAA) of 2024 Potential legislation to repeal the SECs Universal Proxy Rule of 2021 Potential legislation to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain rulemaking requirements Potential legislation, the Informed Investor Access Act, to amend the definition of accredited investor to include individuals receiving advice from certain professionals, and for other purposes Potential report language on FSOC/OFR stress test of nonbank financial institutions engaged in private credit Proposed amendment to H.R. 8800, the National Defense Authorization Act for FY 2027, to prohibit stock buybacks by certain defense contractors SEC Proposed Rule on the Enhancement and Standardization of Climate-Related Disclosures for Investors (87 Fed. Reg. 21,334-21,473, April 11, 2022) SEC Proposed Rule on Publication or Submission of Quotations Without Specified Information (91 Fed. Reg. 13,243-13,263, March 19, 2026) SEC Proposed Rule on the Rescission of Climate-Related Disclosure Rules (91 Fed. Reg. 33,296-33,345, June 3, 2026) SEC Proposed Rule on Semiannual Reporting (91 Fed. Reg. 24,968-25,058, May 7, 2026) FSOC Proposed Interpretive Guidance on the Authority to Require Supervision and Regulation of Certain Nonbank Financial Companies (91 Fed. Reg. 15,551-15,566, March 30, 2026) Various issues relating to potential housing finance reform legislation; Basel III Endgame Rule; Export-Import Bank of the United States; implementation of the One Big Beautiful Bill Act, (P.L. 119-21); proxy process and shareholder proposal system overseen by SEC; antifraud accountability; reporting metrics of American companies under the EUs Corporate Sustainability Reporting Directive and Corporate Sustainability Due Diligence Directive; index fund passivity; reform to the function of the Public Company Accounting Oversight Board; rulemaking regarding corporate exemptions for shareholder proposals under SEC Rule 14a-8; rulemaking regarding reform to the proxy voting advice industry at the SEC; request for comment from SEC on potential revisions to executive compensation disclosure; request for comment from SEC on potential revisions to definition of Foreign Private Issuer; SEC Compliance and Disclosure Interpretations: Regulation 13D-G (February 11, 2025); potential policy affirming materiality as the standard for corporate disclosure at the SEC; Executive Order 14366, Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors; Executive Order 14330, Democratizing Access to Alternative Assets for 401(K) Investors; SEC Staff Review ADI 2025-16 on Registered Closed-End Funds of Private Funds (August 15, 2025); acquired fund fees and expenses mandate under Rule 12d1-4 (impact of AFFE on BDCs and inclusion of alternative assets in 401(K)s); potential policy from SEC on electronic delivery of investor disclosure information; capital formation policy to expand access to capital for small businesses, strengthen public markets, and increase opportunities for investors; SEC proposal for an Innovation Exemption for Tokenized Securities; oversight issues and potential legislation on third party litigation funding, including its national security implications; insurance related litigation; oversight of the federal judiciary regarding third party litigation funding

Client expense: $16,950,000 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)

SEC Good Governance Reform H.R. 2441, the Improving Disclosures for Investors Act of 2025 H.R. 1469, the Senior Security Act H.R. 9329, SEC Reform and Restructuring Act

Client expense: $3,510,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues impacting state securities regulators and pre-emption of state securities laws. HR 1469, the Senior Security Act. HR 3633, Clarity Act.

Client expense: Not reported · Firm income: $12,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

SEC Good Governance Reform H.R. 2441, the Improving Disclosures for Investors Act of 2025 H.R. 1469, the Senior Security Act

Client expense: $3,140,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 4055/H.R. 1469, the Senior Security Act. S.4092, the No Crypto in Social Security Act. H.R. 6644, the ROAD to Housing Act. S. 2117/H.R. 1734, the Preventing Deep Fake Scams Act. S. 2840/H.R. 2478, the Financial Exploitation Prevention Act. S. 1467/H.R. 2808, the Homebuyers Privacy Protection Act. H.R. 2978, the GUARD Act. S. 4144/H.R. 306, the Ending Scam Credit Repair Act (ESCRA) Act. S.1773/H.R. 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act. S. 2019/H.R. 4936, the Taskforce for Recognizing and Averting Payment Scams (TRAPS) Act. H.R. 3633, the Digital Asset Market Clarity Act. H.R. 6425, the National Strategy for Combating Scams Act. H.R. 7215, the Stop SCAMS Act. S.1877/H.R.2441, the Improving Disclosure for Investors Act. H.R.2988, the Protecting Prudent Investment of Retirement Savings Act. S. 1699, Artificial Intelligence Public Awareness and Education Campaign Act. No bill number. Discussed accredited investor issues. No bill number. Discussed fiduciary obligations. No bill number. Discussed investor protections. No bill number. Discussed veterans and scams. No bill number. Discussed Social Security and crypto investments.

Client expense: $3,830,000 · Firm income: Not reported

Issues impacting state securities regulators and pre-emption of state securities laws. HR 1469, the Senior Security Act. HR 3633, Clarity Act.

Client expense: Not reported · Firm income: $12,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

SEC Good Governance Reform H.R. 2441, the Improving Disclosures for Investors Act of 2025 H.R. 1469, the Senior Security Act

Client expense: $1,700,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.2988, the Protecting Prudent Investment of Retirement Savings Act of 2025. H.R.2441, the Improving Disclosure for Investors Act of 2025. S.1877, the Improving Disclosure for Investors Act of 2025. H.R. 2478, the Financial Exploitation Prevention Act of 2025. H.R. 1734, the Preventing Deep Fake Scams Act of 2025. H.R. 4936/ S. 2019, the TRAPS Act of 2025. H.R. 2978, the GUARD Act of 2025. H.R. 1469, the Senior Security Act of 2025. H.R. 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act of 2025. S. 1699Artificial Intelligence Public Awareness and Education Campaign Act of 2025. S.2840Financial Exploitation Prevention Act of 2025. No bill number. Discussed accredited investor issues. No bill number. Discussed fiduciary obligations. No bill number. Discussed investor protections.

Client expense: $5,300,000 · Firm income: Not reported

SEC Good Governance Reform H.R. 2441, the Improving Disclosures for Investors Act of 2025 H.R. 1469, the Senior Security Act

Client expense: $2,170,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 2544/H.R. 2978, the Guarding Unprotected Aging Retirees from Deception Act. H.R. 3523, the STOP Scammers Act. H.R. 306, the Ending Scam Credit Repair (ESCRA) Act. H.R. 2478/ S.2840, the Financial Exploitation Prevention Act of 2025. S. 1467/H.R. 2808, the Homebuyers Privacy Protection Act of 2025. S. 2117/H.R. 1734, the Preventing Deep Fake Scams Actof 2025. S. 2019/H.R. 4936, the Taskforce for Recognizing and Averting Payment Scams (TRAPS) Act of 2025. H.R. 1469, the Senior Security Act of 2025. H.R. 5490, the Dismantling Foreign Scam Syndicates Act of 2025. No bill number. Discussed the Accredited Investor Definition. No bill number. Discussed investor protections. No bill number. Discussed fraud protections.

Client expense: $3,810,000 · Firm income: Not reported

Issues impacting state securities regulators and pre-emption of state securities laws. HR 1469, the Senior Security Act. HR 3633, Clarity Act.

Client expense: Not reported · Firm income: $12,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1 One Big Beautiful Bill Act Credit Card Competition Act H.R.2702 FIRM Act H.R. 940, the Fair Audits and Inspections for Regulators (FAIR) Exams Act H.R. 1900, the Bank Failure Prevention Act of 2025 H.R. 3230, the Financial Institution Regulatory Tailoring Enhancement Act "H.R. 3379, the Halting Uncertain Methods and Practices in Supervision (HUMPS) Act of 2025" "H.R. 3380, the Taking Account of Institutions with Low Operation Risk (TAILOR) Act of 2025" Bank capital rules PCAOB Office of Financial Research H.R. 2225 Access to Small Business Investor Act H.R. 3352 Helping Angels Lead Our Startups (HALOS) Act of 2025 H.R. 3301, a bill to amend the Securities Exchange Act of 1934 to specify certain registration statement contents for emerging growth companies, to permit issuers to file draft registration statements with the Securities and Exchange Commission for confidential review H.R. 3394, the Fair Investment Opportunities for Professional Experts Act H.R. 3381, the Encouraging Public Offerings Act of 2025 H.R. 3716 the Systemic Risk Authority Transparency Act H.R. 3672, the Securities Research Modification Act H.R. 3645, the Amendment for Crowdfunding Capital Enhancement and Small-business Support (ACCESS) Act H.R. 2835, the Small Bank Holding Company Relief Act H.R. 3323, Helping Startups Continue to Grow Act H.R. 3343, the Greenlighting Growth Act H.R. 3339, the Equal Opportunity for All Investors Act of 2025 H.R. 3348, the Accredited Investor Definition Review Act H.R. 2441, the Improving Disclosure for Investors Act of 2025 "H.R. 1013, the Retirement Fairness for Charities and Educational Institutions Act of 2025" H.R. 3383, the Increasing Investor Opportunities Act H.R. 1469, the Senior Security Act of 2025 H.R. 3357, the Enhancing Multi-Class Share Disclosures Act H.R. 3395, the Middle Market IPO Underwriting Cost Act "H.R. 3422, the Promoting Opportunities for Non-Traditional Capital Formation Act" private equity regulation private equity in health care Crypto Regulatory Legislation Big Tech Crypto/Blockchain investments digital assets regulation Central Bank Digital Currency Crypto Broker Tax Reporting Guidance Digital assets regulation (stablecoins; banking standards for crypto) H.R. 2392 STABLE Act (stablecoins) S. 1582 GENIUS Act (stablecoins) S. 710 Crypto ATM Fraud Prevention Act H. R. 1919 Anti-CBDC Surveillance State Act H.R. 3633, the CLARITY Act (crypto market regulation) H.R. 3573, Stop TRUMP in Crypto Act of 2025 H.R. 1712 Modern Emoluments and Malfeasance "Meme" Act "H.R.2982, the Fair Taxation of Digital Assets in Puerto Rico Act" Crypto and Government Ethics, Dislcosure, Constitutional issues PE and childcare H.R. 2988, Protecting Prudent Investment of Retirement Savings Act (lobbied against) "H.R. 3140, Stop Subsidizing Multimillion Dollar Corporate Bonuses Act" Insurance crisis consumer protections, supervision, and bailout policy NFIP policy discussion

Issues impacting state securities regulators and pre-emption of state securities laws. HR 1469, the Senior Security Act.

Client expense: Not reported · Firm income: $12,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

SEC Good Governance Reform H.R. 2441, the Improving Disclosures for Investors Act of 2025 H.R. 1469, the Senior Security Act

Client expense: $1,960,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1, the One Big Beautiful Bill Act. No bill number. Discussed Accredited Investor Definition. No bill number. Discussed financial services issues. No bill number. Discussed fraud. H.R.2441, the Improving Disclosure for Investors Act of 2025. No bill number. Discussed the Public Company Accounting Oversight Board. No bill number. Discussed the Consumer Financial Protection Bureau. No bill number. Discussed the Securities and Exchange Commission. H.R. 1734, the Preventing Deep Fake Scams Act. S.2117, the Preventing Deep Fake Scams Act. H.R. 1469, the Senior Security Act of 2025. S. 2019, the Taskforce for Recognizing and Averting Payment Scams (TRAPS) Act.

Client expense: $5,120,000 · Firm income: Not reported