Repealing Big Brother Overreach Act

Implementation of the Inflation Reduction Act (Public Law 117-169), provisions affecting wind, solar, energy storage, carbon capture, and other carbon reduction incentives; Corporate Transparency Act implementation; Implementation of P.L. 119-21, provisions affecting wind, solar, energy storage, carbon capture, and other carbon reduction incentives; Impact of tariffs on the energy sector; S. 4419, S. 100, H.R. 425, bills to require only foreign entities to report beneficial ownership information; Potential budget reconciliation legislation, provisions affecting partnership taxation and energy tax credits.

Client expense: Not reported · Firm income: $60,000

Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE

House: H.R.1, An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14. H.R. 425, the Repealing Big Brother Overreach Act H.R.7035, the Credit Card Competition Act of 2026 H.R. 6213, the Heat Workforce Standards Act of 2025 H.R. 4776, the Standardizing Permitting and Expediting Economic Development (SPEED) Act H.R. 4366, the Save Local Business Act H.R. 3898, the Promoting Efficient Review for Modern Infrastructure Today (PERMIT) Act H.R. 3699, the Energy Choice Act H.R. 4424, the Securing Help for Involuntary Employment Loss and Displacement (SHIELD) Act H.R. 5463, the Custom Health Option and Individual Care Expense (CHOICE) Arrangement Act H.R.6703, the Lower Health Care Premiums for All Americans Act H.R. 20, the Richard L. Trumka Protecting the Right to Organize (PRO) Act H.R. 4896, the Warehouse Worker Protection Act H.R. 2743, the Raise the Wage Act H.R. 1319, the Modern Worker Empowerment Act H.R. 1566, the Right to Equitable and Professional Auto Industry Repair (REPAIR) Act H.R. 5349, the Tax Court Improvement Act H.R. 5346, the Fair and Accountable IRS Review Act H.R.5267, the American Franchise Act H.R. 2528, the Association Health Plans Act H.R. 6420, the Affordable Care Economic Stability and Small Business (ACCESS) Act H.R.1163, the Prove It Act of 2025 H.R. 5258, the Lawsuit Abuse Reduction Act of 2025 H.R. 2675, the Protecting Our Courts from Foreign Manipulation Act of 2025 H.R. 4626, the Home Appliance Protection and Affordability Act H.R.7148 - Consolidated Appropriations Act, 2026 H.R.7328 - Protecting Small Businesses from Predatory Website Lawsuits Act H.R. 6250, the Cold Weather Diesel Reliability Act of 2025 H.R. 6453, the Americans with Disabilities Act 30 Days to Comply Act H.R.7847, the Stop Unemployment Fraud Act H.R. 2528, the Association Health Plans Act H.R. 8082, the Competition and Openness in Markets to Promote Efficiency, Transparency, and Enhanced Affordability (COMPETE) Act H.R. 6538, the More Affordable Care Act H.R. 5582, the Patients Deserve Price Tags Act H.R. 5408, the Faster Labor Contracts Act H.R.8800, National Defense Authorization Act for Fiscal Year 2027 H.R.3269, Eliminating Thickets to Increase Competition (ETHIC) Act H.R. 5337, Motor Carrier Safety Selection Standard Act Consumer Financial Protection Bureau Section 1071 rule requires covered financial institutions to collect and report demographic and credit data on small business loan applications. H.R. 8415, Small Business Tax Cut Act H.R. 1897, Endangered Species (ES) Amendments Act of 2025 H.R.5166, Financial Services and General Government Appropriations Act, 2026 H.R. 1687, the Committing Leases for Energy Access Now (CLEAN) Act H.R. 6398, the Reducing and Eliminating Duplicative Environmental Regulations Act H.R. 8414, Know Your Labor Rights Act H.R. 7861, HSAs for All Act H.R. 7895, PBM Kickback Prohibition Act H.R. 9618, Diesel Engine Flexibility Act H.R. 9340, Ratepayer Protection Act H.R.1515, Guidance Out of the Darkness (GOOD) Act H.R. 10015, Great American Healthcare Act H.R. 5883, Safer Supervision Act of 2025 H.R. 1501, the Protecting Domestic Mining Act H.R. 9618, the Diesel Engine Flexibility (DEF) Act H.R. 10263, Halt Abusive Internet Lawsuits Act of 2026 H.R. 2675, the Protecting Our Courts from Foreign Manipulation H.J. Res. 210, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to "California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision", which would repeal an Environmental Protection Agency (EPA) rule requiring ocean-going vessels to reduce emissions while docked at California ports that increased shipping costs for energy, consumer products and inputs, and increased electricity demand and costs for small businesses and consumers. H.J. Res 213, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the "California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision", which would repeal the Environmental Protection Agencys (EPA) "California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision" rule which mandated that harbor vessels install more expensive zero-emissions engines. This regulation increased operating and energy costs for small businesses and consumers in California and across the country Issues relating to small business taxation Issues related to the expiring TCJA tax provisions Issues related to ADA website reforms Issues related to the minimum wage increase Issues related to "Affordable Care Act Reform" Issues related to Pharmacy Benefit Managers Issues related to Health Reform Issues related to regulatory reforms Issues related to Waters of United State Senate: S. 100, the Repealing Big Brother Overreach Act S.3623, the Credit Card Competition Act of 2026 S. 4427, Heat Workforce Standards Act of 2026 S. 3117, the Worker Reforming Elections for Speedy and Unimpeded Labor Talks (RESULTS) Act S. 3116, the Fairness in Filing Act S. 5213, the Union Members' Right to Know Act S.3124, the Protection on the Picket Line Act S.3128, the Worker Privacy Act S. 852, the Richard L. Trumka Protecting the Right to Organize (PRO) Act S. 2613, the Warehouse Worker Protection Act S. 844, the Faster Labor Contracts Act S. 2013, the Higher Wages for American Workers Act S. 1332, the Raise the Wage Act S. 1945, the Energy Choice Act S. 1379, the Right to Equitable and Professional Auto Industry Repair (REPAIR) Act S.2875, the Custom Health Option and Individual Care Expense (CHOICE) Act S. 1847, the Association Health Plans Act S. 3418, the Competition and Openness in Markets to Promote Efficiency, Transparency, and Enhanced Affordability (COMPETE) Act S.495, Prove it Act of 2025 S. 3264, the More Affordable Care Act S. 2355, the Patients Deserve Price Tags Act S. 4366, Know Your Labor Rights Act S. 2276, Eliminating Thickets to Increase Competition (ETHIC) Act S. 4419: A bill to amend title 31, United States Code, to require only foreign entities to report beneficial ownership information, and for other purposes. S.J. Res. 208, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to "California State Motor Vehicle Pollution Control Standards; Advanced Clean Car Program; Reconsideration of a Previous Withdrawal of a Waiver of Preemption; Notice of Decision", which would repeal an Environmental Protection Agency (EPA) waiver granted to the California Air Resources Board (CARB), allowing the continuation of the Advanced Clean Cars (ACC) framework. These overreaching standards would have resulted in a costly and unrealistic electric vehicle mandate on small business owners and consumers nationwide. S.J. Res. 209, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to "California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision" which would repeal an Environmental Protection Agency (EPA) rule requiring ocean-going vessels to reduce emissions while docked at California ports. Issue relating to small business taxation S.J. Res. 206, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to "California State Motor Vehicle Pollution Control Standards; Notice of Decision Granting a Waiver of Clean Air Act Preemption for California's 2009 and Subsequent Model Year Greenhouse Gas Emission Standards for New Motor Vehicles" which would repeal an Environmental Protection Agency (EPA) rule titled California State Motor Vehicle Pollution Control Standards; Notice of Decision Granting a Waiver of Clean Air Act [CAA] Preemption for California's 2009 and Subsequent Model Year Greenhouse Gas Emission Standards for New Motor Vehicles that increased the cost of vehicles for small businesses and consumers. S.J. Res. 207, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to "California State Motor Vehicle Pollution Control Standards; Notice of Decision Granting a Waiver of Clean Air Act Preemption for California's Advanced Clean Car Program and a Within the Scope Conformation for California's Zero Emission Vehicle Amendments for 2017 and Earlier Model Years" which would repeal the Environmental Protection Agencys (EPA) waiver granting the California Air Resources Board (CARB) the authority to create the Advanced Clean Cars (ACC) framework. This overreaching rule increased costs for small businesses and consumers by creating a de facto electric vehicle mandate. S.J. Res. 205, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to "California State Nonroad Engine Pollution Control Standards; Small Off-Road Engines Regulations; Notice of Decision" which would repeal the Environmental Protection Agencys (EPA) rule titled "California State Nonroad Engine Pollution Control Standards; Small Off-Road Engines [SORE] Regulations. Issue related to the expiring TCJA tax provisions Issue related to ADA website reforms Issue related to the minimum wage increase Issue related to "Affordable Care Act Reform" Issue related to Pharmacy Benefits Managers Issue related to Health reform Issues related to wiretapping and eavesdropping law abuse Department of the Treasury: Beneficial Ownership Information (BOI) Reporting Rule White House: Beneficial Ownership Information (BOI) Reporting Rule Heat Injury and Illness Prevention in Outdoor and Indoor Work Settings Rule Issues related to Short-Term, Limited-Duration Insurance Plans Issues related to Health Savings Accounts Issues related to CHOICE Arrangements Healthcare Transparency Rule Vice President of the U.S.: Heat Injury and Illness Prevention in Outdoor and Indoor Work Settings Rule Department of Labor: Heat Injury and Illness Prevention in Outdoor and Indoor Work Settings Rule Issues related to Short-Term, Limited-Duration Insurance Plans Occupational Safety and Health Administration: Heat Injury and Illness Prevention in Outdoor and Indoor Work Settings Rule Small Business Administration: Beneficial Ownership Information (BOI) Reporting Rule Heat Injury and Illness Prevention in Outdoor and Indoor Work Settings Rule Issues related to Title III ADA website reforms Department Health and Human Services: Short-Term, Limited Duration Insurance Rule Individual Coverage Health Reimbursement Arrangement Rule Health Savings Account Rule

Client expense: $1,910,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), SENATE, Small Business Administration (SBA), Treasury, Dept of, Vice President of the U.S., White House Office

Issues related to H.R. 425, S. 100.

Client expense: $30,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Repealing Big Brother Overreach Act - S. 100, H.R. 425.

Client expense: $100,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Repealing Big Brother Overreach Act - S. 100, H.R. 425.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Good Government White House Conference on Small Business Act, H.R. 6855: Support action by U.S. House to advance the legislation. DME Scammer Prevention Act of 2026, H.R. 8871: Support the legislation and advancement through House Ways and Means Committee. Preventing Waste, Fraud and Abuse in TANF Act, H.R. 8872: Support the legislation and advancement through House Ways and Means Committee. Protecting Seniors and Stopping Fraudsters Act, H.R. 8883: Support the legislation and advancement through House Ways and Means Committee. Recover COVID Unemployment Fraud in Banks Act, H.R. 8873: Support the legislation and advancement through House Ways and Means Committee. Workforce Issues Valuing Employee Stock Today Act, H.R.8660: Support the legislation. Workforce Apprenticeship Growth and Education Support (WAGES) Act, H.R. 8624 and S. 4463: Support the legislation. Empowering Employer Child and Elder Care Solutions Act, H.R. 2270: Continue to support U.S. House passage of the bill. Working Families Flexibility Act, H.R. 2870: Continue to support full U.S. House passage of the bill. Tipped Employee Protection Act, H.R. 2312: Continue to support U.S. House passage of the bill. Access to Capital: INVEST Act, H.R. 3383: Continue to support U.S. Senate passage of this Housed-passed bill. Comments to Securities and Exchange Commission: Submitted comments in in support of a petition to raise the Regulation Crowdfunding offering limit to $20 million. Tax Policy Small Business Tax Cut Act, H.R. 8415: Support the legislation. Indexing Capital Gains Tax Liability to Inflation: Support legislative or administrative action to make this reform. More Homes on the Market Act, H.R. 1340, S.3332: Support the legislation. American Innovation Act, H.R. 1778, S. 4207: Support the legislation. Business Startup & Growth SAVE Local Businesses Act, H.R. 4366: Support U.S. House passage of the bill. New Opportunities for Business Ownership and Self-Sufficiency Act (NO BOSS Act), H.R. 6431: Supported U.S. House passage of the legislation and U.S. Senate introduction of the legislation. American Innovation Act, H.R. 1778, S. 4207: Support the legislation. AI and Technology Continue to voice restraint on excessive regulatory frameworks or actions that would undermine what is a critical new technology for small businesses. Comments to Federal Trade Commission: Submitted comments on the Proposed Enforcement Policy Statement Regarding Personalized Pricing, expressing concerns about the scope of the proposal the proposed frameworks misunderstanding of how dynamic and data-driven pricing tools are utilized by small businesses, and therefore how it would negatively impact their competitiveness and growth. AI Education: Continue to brief congressional staff on the benefits of AI to small businesses and startups as conveyed through SBE Council research and surveys. American Innovation and Choice Online Act (AICOA). S. 4746: Continue to oppose the legislation. Regulatory Modernization and Reform Guidance Out of Darkness (GOOD) Act (H.R. 1515): Urged Senate to advance House-passed bill. Bipartisan American Affordability and Jobs Act: Support the Senate introduced legislation. Latest Action on CTAs BOI Rule: Expressed support for the U.S. Department of the Treasury and Financial Crimes Enforcement Network (FinCEN) step in finalizing its rule ending the Beneficial Ownership Information (BOI) reporting mandate for U.S. businesses and individuals under the Corporate Transparency Act (CTA), and for taking the important additional step of deleting previously submitted information pertaining to U.S. persons. Comments to Small Business Administration: Submitted comments on the SBAs Proposed Small Business Size Standards, expressing support for modernization but a reconsideration of aspects of the methodology that could unintentionally disadvantage the very firms SBA exists to serve. Comments to Securities and Exchange Commission: Submitted comments in support of the Proposed Rule on Semiannual Reporting. NEPA Modernization: Expressed support for the Federal Communications Commissions vote to modernize its National Environmental Policy Act (NEPA) rules and streamline permitting for communications infrastructure. Packaging and Claims Knowledge Act (PACK Act), H.R. 6832: Support the legislation. Information Quality Assurance Act (H.R. 6329): Urged Senate to advance House-passed bill. ESA Amendments Act, H.R. 1897: Continue to support U.S. House passage of the bill. Prove It Act of 2025, H.R. 1163: Continue to support full U.S. House action and passage of the bill. Reducing and Eliminating Duplicative Environmental Regulations (RED Tape) Act, H.R. 6398: Supported House passage of the legislation and Senate action. Standardizing Permitting and Expediting Economic Development Act (SPEED Act), H.R. 4776: Continue to support Senate action on House-passed bill. Promoting Efficient Review for Modern Infrastructure Today (PERMIT) Act, H.R. 3898: Continue to support Senate action on House-passed bill. Repealing Big Brother Overreach Act, H.R. 425: Continue to support the legislation. Nominations Supported the nomination and confirmation of Keith Sonderling as U.S. Labor Department Secretary. Government Reform and Operations Tax Relief for Fraud Victims Act, H.R. 9500: Supported U.S. House passage of the legislation. AI Tax Integrity Act of 2026, H.R. 9501: Support full U.S. House passage of the legislation. Taxpayer Advocate Participation Act, H.R. 9498: Supported U.S. House passage of the legislation. Taxpayer Assistance and Service Act. S. 3931: Support full U.S. Senate passage of the legislation. Taxpayer Due Process Enhancement Act, H.R. 6506: Support U.S. Senate action on the House-passed bill. Taxpayer Notification and Privacy Act, H.R. 6495: Continue to support U.S. Senate action on the House-passed bill. Healthcare and Affordable Health Coverage HSAs For All Act, H.R. 7681: Continue to support the legislation. Lower Health Care Premiums for All Americans Act, H.R. 6703: Support Senate action of House-passed bill. Comments to the Centers for Medicare & Medicaid Services: Submitted comments on the proposed Medicare Program: Medicare Drug Price Negotiation Program and Medicare Prescription Drug Benefit Program rule, opposing CMSs proposed modification for initial price applicability year (IPAY) 2029 that would change how the agency identifies a qualifying single source drug under the Medicare Drug Price Negotiation Program created by the Inflation Reduction Act (IRA). Request for Information on Common Sense Policy Options to Lower Drug Prices for Patients: Submitted comments to Senate Finance Committees (via Ranking Member Wyden) Request for Information on policy options to lower prescription drug costs. 340B Drug Program: Continue to voice concerns about this program to Congress (in terms of effects on high drug and health premium costs) and the need for reforms. Abolish the Center for Medicare and Medicaid Innovation (CMMI) Act, H.R. 8293: Support the legislation. Intellectual Property Patent Eligibility Restoration Act (PERA), S. 1546: Reiterated support for the Senate introduced bill. Trade and Global Market Access Comments to the Office of the United States Trade Representative: Submitted comments on the 301 Investigation into Germanys persistent underpayment for innovative drugs, expressing encouragement about the investigation into the countrys unfair pharmaceutical pricing and the use of available USTR tools to press Americas trading partners to lift their price controls and contribute fairly to the innovation ecosystem from which they benefit American Global Competitiveness at 250: Legislative Proposals to Secure U.S. Technology Leadership: Submitted written testimony for the record before U.S. House Committee on Energy and Commerce expressing concerns about the European Unions Corporate Sustainability Due Diligence Directive (commonly referred to as CSDDD or CS3D) and the significant implications it poses for American businesses, small businesses and entrepreneurs. USMCA Review: Expressed overall support for the USMCA as it undergoes a review process. Urged the Administration to focus on strengthening and building upon the success of USMCA, make changes where warranted - such in the area of enforcement - so as not to destabilize supply chains and markets have become increasingly important to Americas entrepreneurs and small businesses.

Client expense: $35,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), U.S. Trade Representative (USTR)

Anti-money laundering issues, including urging the adoption of strong anti-money laundering rules for investment advisers, for the U.S. real estate sector, and for antiquities dealers; Urging the strong implementation of the Corporate Transparency Act; Urging the implementation of a strong AML Program Rule; Urging the implementation of strong AML rules for stablecoins under the GENIUS Act (Public Law No: 119-27); Urging the inclusion of strong anti-money laundering/anti-sanctions evasion safeguards, as well as ethics guardrails, in digital asset legislation, including the CLARITY Act (H.R. 3633) and the Blockchain Regulatory Certainty Act (H.R. 3533/S. 3611); Support for the Art Market Integrity Act (S. 2400); Support for future legislation, including the ENABLERS Act, and/or executive order(s) authorizing Treasury to assign anti-money laundering obligations to certain financial service providers; Support for adequate FinCEN funding; Urging U.S. government support for programming proposals, areas of focus, and anti-corruption and anti-money laundering commitments by the World Bank and International Monetary Fund; Urging opposition to the Repealing Big Brother Overreach Act (H.R. 425/S. 100); Support for Amendment 42 (Reed-Kim) and Amendment 47 (Reed) to the Responsible Financial Innovation Act (Lummis-Gillibrand framework/draft (not yet introduced)).

Client expense: $40,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office

Legislation related to anti-money laundering, countering illicit finance, and financial transparency S. 100, H.R. 425 - Repealing Big Brother Overreach Act H.R. 3633, Digital Asset Market Clarity Act of 2025 (CLARITY Act)

Client expense: $10,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support for pro-growth tax reforms/opposition to tax increases on American families & businesses related to budget reconciliation; Corporate Transparency Act; H.R. 425/S.100, Repealing Big Brother Overreach Act, all provisions; Interim Final Rule on Beneficial Ownership Information reporting requirements under the Corporate Transparency Act; H.R. 1, One Big Beautiful Bill Act; provisions related to 199A deduction, pass-through business state and local taxes, estate tax, and individual rates; H.R. 6231/S. 3265, the Improve and Enhance the Work Opportunity Tax Credit Act, all provisions

Client expense: $281,198 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE, Treasury, Dept of, White House Office

DOL-WHD (Reg.) Title: Updating the Davis-Bacon and Related Acts Regulations (RIN: 1235-AA40) DOL-OSHA (Reg.) Title: Worker Walkaround Designation Process (RIN: 1218-AD45) Government-mandated project labor agreements (PLAs) on federal and federally assisted construction projects. Executive Order 14063: Use of Project Labor Agreements for Federal Construction Projects. FAR Council (Reg.) Title: Federal Acquisition Regulation: Use of Project Labor Agreements for Federal Construction Projects (RIN: 9000-AO40). Treasury (Reg.) Title: Beneficial Ownership Information Reporting Requirements (RIN: 1506-AB49). Regulatory Flexibility Act, generally. Small business contracting, generally. Delay of the Corporate Transparency Act's beneficial ownership information reporting requirements, generally. H.R. 1163/S. 495: Prove It Act of 2025. H.R. 425/S. 100: Repealing Big Brother Overreach Act. H.R. 1: One, Big, Beautiful Bill Act. U.S. Department of Justice Anticompetitive Regulations Task Force (Docket No. ATR-2025-0001). Executive Order 14278, Preparing Americans for High-Paying Skilled Trade Jobs of the Future. H.R. 4305: Destroying Unnecessary, Misaligned, and Prohibitive (DUMP) Red Tape Act. H.R. 6855: White House Conference on Small Business Act of 2025. DOL-ETA guidance documents on the implementation of registered apprenticeship programs (Circulars 2026-01, 2026-02, and 2026-03 and Bulletin 2026-35). DOL (Reg.) Title: Prohibiting Illegal Discrimination in Registered Apprenticeship Programs (RIN 1205-AC21). DOL-WHD (Reg.) Title: Employee or Independent Contractor Classification Under the Fair Labor Standards Act (RIN: 1235-AA43). DOL-WHD (Reg.) Title: Independent Contractor Status Under the Fair Labor Standards Act (RIN 1235-AA34). DOL-WHD (Reg.) Title: Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act (RIN: 1235-AA46). DOL-WHD (Reg.) Title: Joint Employer Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act Proposed Rule (RIN 1235-AA48). Treasury (Reg.) Title: Beneficial Ownership Information Reporting Requirement Revision (RIN: 1506-AB67). SBA (Reg.) Title: Small Business Size Standards (RIN: 3245-AI67). DOL-OSHA (Reg.) Title: Heat Injury and Illness Prevention in Outdoor and Indoor Work Setting (RIN: 1218-AD39). Office of Management and Budget Memorandum M-25-29: Use of Project Labor Agreements on Federal Construction Projects, Amendments to OMB-Memorandum M-24-06. GSA Acquisition Letter MV-2026-03: GSA Project Labor Agreement Procedures. DOT-FHWA (Reg.) Title: Project Labor Agreement Guidance (RIN: 2125-ZA33). OMB (Reg.) Title: Regulation for Federal Financial Assistance (RIN: 0348-AB88).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)

S. 100/H.R.425 Repealing Big Brother Overreach Act - ALL HR7128 - Terrorism Risk Insurance Act. Senate bill in development. Corporate Transparency Act implementation. Regulatory Capital Rules (Basel III) S2460/ HR5591 - RESIDE Act HR6644 - Housing for the 21st Century

Client expense: $420,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- Issues related to H.R. 425, S.100 to repeal the Corporate Transparency Act. - Issues related to the Protect Small Businesses from Excessive Paperwork Act of 2025 (H.R. 736)

Client expense: Not reported · Firm income: $40,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Implementation of the Corporate Transparency Act H.R. 425 & S. 100 - Repealing Big Brother Overreach Act H.R. 3633 - Digital Asset Market Clarity Act

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Protect the credit union tax exemption Support legislation and regulation that advance credit unions and their over 146 million members Support regulatory relief for credit unions Support holistic evaluation of regulatory burden on credit unions Support modification of credit union loan maturity limits Support credit union field of membership expansion and modernization Support regulator- and bank-approved credit union-bank mergers Support financial inclusion and increased access to financial services Support modifying the credit union member business lending cap Support NCUAs existence as an independent regulator and insurer of credit unions Support assistance for minority depository institution credit unions Support regulatory relief for de novo credit unions Support harmonization of federal cyber incident notification standards Oppose Community Reinvestment Act requirements for credit unions Oppose legislative action to restrict credit union overdraft and courtesy pay programs Support regulatory framework for artificial intelligence that allows responsible innovation and recognizes credit unions compliance with existing regulations Support allowing use of artificial intelligence for regulatory reporting purposes Support mandatory arbitration agreements Oppose national interest rate cap Oppose national credit card interest rate cap Support expanded natural person and corporate credit union investment authority Support expanded credit union examination cycle Support increased examination transparency Support regulatory policies to promote innovation and access to credit Support Central Liquidity Facility and Community Development Revolving Loan Fund enhancements Oppose NCUA examination of credit union vendors Oppose National Credit Union Share Insurance Fund structural changes or premium assessment Support parity in deposit insurance coverage levels between credit unions and banks Oppose additional Call Report fields on loans to credit union officials and senior executive staff Oppose additional Call Report fields on maturity distribution of uninsured shares Oppose NCUA Call Report collection of overdraft and NSF fee revenue data Support modernization and simplification of Call Report form and instructions Oppose collection of vendor information in NCUA Credit Union Profile Oppose changes to NCUA collection forms outside rulemaking process Support NCUA review of normal operating level and methodology Oppose NCUA rule on succession planning Oppose excessive NCUA requirements for supervisory committee audits Support NCUA action to reduce scope of supervisory committee examination Support NCUA recognition of digital banking in service facility definition Support clarification of NCUA member expulsion regulations Support NCUA proposed rule on increasing overdraft flexibility Support NCUA recognition of government sponsored enterprises as government agencies for loan maturity limit purposes Support NCUA adoption of floating interest rate cap Support modification of NCUA commercial loan definition Support increased flexibility in NCUA occupancy requirements Support NCUA action to clarify loan participation limits Support NCUA modification of low-income designation process Support expanding NCUA qualified charity definition Support allowing greater weighted average life for corporate credit unions financial assets Support extension of maturity limit for corporate credit union borrowing Support increased flexibility for advertising and notice of insured status Support increased compliance timeline for NCUA simplification of share insurance rule Support balanced implementation of debanking executive order Support increased NCUA efforts to promote credit union industry Support modernization and streamlining of NCUA operations Support NCUA supervisory flexibility for credit union shutdown assistance efforts Support NCUA and FFIEC action to modernize CAMELS rating system Support modernization of NCUA fidelity bond review requirements Support increased threshold for Depository Institution Management Interlocks Act major assets prohibition Support clarification of Federal Credit Union Act preemption of state interchange laws Support making CFPB subject to regular appropriations process Support increased CFPB budget transparency Support restructuring CFPB leadership to a bipartisan commission Support creation of a CFPB Inspector General Support reforms to CFPB Civil Investigative Demand process Support increasing and indexing asset thresholds for CFPB supervision of credit unions Support clarification of CFPB unfair, deceptive, or abusive acts and practices authority Support CFPB use of Section 1022 authority to exempt credit unions from certain regulations Support CFPB oversight and monitoring of nonbank entities Oppose CFPB efforts to avoid requirements of the rulemaking process Support CFPB use and disclosure of relevant data in rulemakings Support CFPB use of cost-benefit analysis in rulemaking process Support CFPB coordination with NCUA on policy matters and examination scheduling Oppose mislabeling financial services fees as junk fees Oppose arbitrary limits on credit union fee income Oppose CFPB efforts to restrict information in credit reports Support CFPB engaging in ongoing retrospective review of past regulations Support CFPB consumer complaint database reforms Support CFPB no-action letter program with extended timeline and increased protection of sensitive strategic information Oppose expansion of consumer report and consumer reporting agency definitions under the Fair Credit Reporting Act/Regulation V Support consumer protection regulations for buy-now-pay-later loan providers Support inclusion of buy-now-pay-later loans in FHA underwriting Support CFPB use of Civil Penalty Fund for consumer financial education Support increase of Home Mortgage Disclosure Act reporting thresholds Support reforms to increase flexibility for TILA-RESPA Integrated Disclosure requirements Support inclusion of eligibility language for VA loans in FHA Informed Consumer Choice Disclosure Notice Support credit union access to universal service fund letters of credit program Support federal data privacy and security standard that exempts Gramm-Leach-Bliley Act covered institutions, preempts state laws, operates on an opt-out basis, recognizes the complexity of data deletion, and does not authorize private right of action Support increased transparency for fintech bank charter applications Support Treasury development of model forms and qualified vehicle list for auto loan interest deduction Support safe harbor for credit unions related to the auto loan interest deduction Support clarification of remittance transfer tax exemptions Support inclusion of credit unions in Trump Accounts program Oppose development of a central bank digital currency Support credit union access to Federal Reserve liquidity options Support gradual expansion of Fedwire and National Settlement Service operating hours with optional participation Oppose addition of fourth same-day ACH window Support expanded flexibility for accessing the Fed discount window and intraday credit Oppose expanded eligibility for Federal Reserve master account access Oppose Regulation II debit interchange fee cap Oppose Federal Reserve proposed rule on modifying Regulation II debit interchange cap Support improvements to the Federal Reserves Debit Card Issuer Survey Oppose legislative action to impose caps or restrictions on debit or credit interchange fees Oppose legislative action to prohibit the Federal Reserve from paying interest on reserves Support Federal Reserve action to coordinate regulatory guidance on penny circulation issues and management of penny supply Support continued offering of Federal Reserve check services Oppose expansion of Electronic Fund Transfer Act/Regulation E financial institution liability Support fair distribution of Electronic Fund Transfer Act/Regulation E error resolution responsibilities Support clarification of funds definition under Electronic Fund Transfer Act/Regulation E Support clarification of Electronic Fund Transfer Act/Regulation E treatment of digital assets Support increased flexibility for check holds and funds availability requirements Support transition to electronic payments for government payments Support clarification of Section 314(b) information sharing safe harbor for identifying and preventing payments fraud and additional flexibility for annual renewal requirement Support greater flexibility for credit unions to decline services with clear indicia of fraud or elder abuse Support parity for credit union provision of digital asset services and related regulations Prevent competitive disadvantages for credit unions and market distortions related to the integration of digital assets into traditional financial products Support Treasury and NCUA action to implement regulatory framework for stablecoin issuance Support NCUAs role as primary regulator of credit unions stablecoin activities Oppose treating stablecoins or digital assets as federally insured Oppose payment of interest, yield, or rewards on stablecoin holdings Support digital assets guardrails to prevent deposit outflows Support clarifying credit unions authority to provide custodial services for their members Support safeguards for rehypothecation of digital assets Support reduced government-sponsored enterprises costs for credit union mortgages Support secondary mortgage market access for credit unions Support continued role for FHFA as an independent regulator Support credit union access to Federal Home Loan Bank system Support expansion of Federal Home Loan Bank Act community financial institution definition Support Federal Home Loan Bank engagement with credit unions Oppose adoption of volume-based incentives for Federal Home Loan Banks Support Federal Home Loan Bank allocations to the Affordable Housing Program Support FinCEN implementation of the Corporate Transparency Act Support risk-based approach to anti-money laundering/countering financing of terrorism program requirements Support increasing Currency Transaction Report and Suspicious Activity Report filing thresholds Support streamlining Currency Transaction Report and Suspicious Activity Report forms Support increased inclusion of identifiable information in Section 314(a) information requests Support consistency between NCUA and FinCEN requirements on Bank Secrecy Act compliance Support FinCEN survey to accurately measure Bank Secrecy Act compliance costs Support DOD clarification of Military Lending Act and Servicemembers Civil Relief Act requirements Support standardized disclosures and financial literacy briefings for servicemembers Support credit union access to nominal leases on military installations Oppose nominal leases for banks on military installations Oppose legislative action on the Overseas Military Banking Program Oppose inclusion of interchange, interest rate cap, or fraud liability amendments in the National Defense Authorization Act Support inclusion of currency transaction report/suspicious activity report thresholds and veterans member business lending amendments in the National Defense Authorization Act Support federal share insurance for all credit unions acting as fiscal agents of the U.S. government Support role of Community Development Financial Institutions Fund in promoting economic growth and access to capital in underserved communities Support access to Community Development Financial Institutions Fund awards and technical assistance for credit unions Support Community Development Financial Institutions Fund bond guarantee program Support Community Development Financial Institutions Fund liquidity enhancement pilot program Support disbursement of all Community Development Financial Institution Fund appropriated award funding without additional barriers Support timely completion of Emergency Capital Investment Program disposition agreements Oppose reclassification of credit header information as a consumer report Oppose reliance on single source of documentation to determine instances of identity theft or coerced debt Oppose use of interim final rule to modify personal financial data rights requirements Support modification of Section 1033 rule to allow data providers to charge fees, remove prescriptive technology standards, and establish data privacy standards and allocation of liability Support modernization of e-signature requirements Support allowing electronic or documented oral credit card applications Support increased flexibility for disclosures Support rescission of CFPB payday lending rule payment provisions Support modification of FCC revocation of consent rule Support greater flexibility for FCC fraud alert exemption Support FCC efforts to combat illegal robocalls and robotexts Support uniform federal standards and increased federal preemption of state laws on interchange, data privacy, artificial intelligence, and elder financial abuse reporting Support federal safe harbor for provision of financial services to marijuana-related businesses that comply with state laws Issues related to housing finance reform Issues related to flood insurance Issues related to privately insured credit unions Issues related to credit union capital requirements Issues related to credit union conversions Issues related to credit unions as employers Issues related to the Foreign Account Tax Compliance Act Issues related to fair lending Issues related to the Telephone Consumer Protection Act Support nomination of John Crews as a member of the NCUA Board Support Credit Union Board Modernization Act (H.R. 975; S. 522) Support 1071 Repeal to Protect Small Business Lending Act (H.R. 976; S. 557) Support Making the CFPB Accountable to Small Businesses Act (H.R. 1606) Support Financial Integrity and Regulation Management Act (S. 875; H.R. 2702; Senate Amendment 3104) Support Fair Audits and Inspections for Regulators Exams Act (H.R. 940; S. 5335) Support Small LENDER Act (H.R. 941) Support Anti-CBDC Surveillance State Act (H.R. 1919; S. 1124) Support Veterans Member Business Loan Act (H.R. 507; S. 110; Senate Amendment 3776) Support Taking Account of Bureaucrats Spending Act (H.R. 654) Support Rectifying UDAAP Act (H.R. 1652) Support Civil Investigative Demand Reform Act (H.R. 1653) Support SECURE Notarization Act (H.R. 1777; S. 1561) Support Increasing Credit Union Lending for Business Growth Act (H.R. 1791) Support Financial Reporting Threshold Modernization Act (H.R. 1799; Amendment 715 to H.R. 3838) Support Home of Your Own Act (H.R. 2064) Support Homes for Every Local Protector, Educator, and Responder Act (H.R. 2094; S. 978) Support CFPB Dual Mandate and Economic Analysis Act (H.R. 2183) Support Transparency in CFPB Cost-Benefit Analysis Act (H.R. 2331) Support CFPB-IG Reform Act (H.R. 2513) Support Financial Institution Regulatory Tailoring Enhancement Act (H.R. 3230) Support Halting Uncertain Methods and Practices in Supervision Act (H.R. 3379) Support Taking Account of Institutions with Low Operation Risk Act (H.R. 3380) Support Bureau of Consumer Financial Protection Commission Act (H.R. 3445) Support Advancing the Mentor-Protege Program for Small Financial Institutions Act (H.R. 3709) Support Expanding Access to Lending Options Act (H.R. 4167; S. 3616) Support CDFI Bond Guarantee Program Improvement Act (S. 1880) Support Taskforce for Recognizing and Averting Payment Scams Act (H.R. 4936; S. 2019; Senate Amendment 3257) Support Capping Excessive Awarding of SBLC Entrants Act (H.R. 2987) Support Supervisory Modifications for Appropriate Risk-Based Testing Act (H.R. 4437) Support Stop Agency Fiat Enforcement Act (H.R. 4460) Support American Access to Banking Act (H.R. 4544) Support Protecting Access to Credit for Small Businesses Act (S. 2486) Support Business of Insurance Regulatory Reform Act (H.R. 4735; S. 2419) Support NCUA Central Liquidity Facility Enhancement Act (S. 2545, S. 3575; Senate Amendments 3722, 3834, 4384, 5882, 6180) Support CDFI Fund Transparency Act (S. 2704; Senate Amendments 3640, 3732; H.R. 7775) Support Supporting Upgraded Property Projects and Lending for Yards Act (H.R. 4568) Support Unleashing AI Innovation in Financial Services Act (H.R. 4801) Support AI Practices, Logistics, Actions, and Necessities Act (H.R. 2152) Support Streamlining Transaction Reporting and Ensuring Anti-Money Laundering Improvements for a New Era Act (S. 3017; Senate Amendment 6241) Support NFIP Continuation Act (H.R. 5577) Support 21st Century ROAD to Housing Act (H.R. 6644) Support Regulatory Efficiency, Verification, Itemization, and Enhanced Workflow Act (H.R. 6544) Support Community Bank Regulatory Tailoring Act (H.R. 7056) Support Close the Shadow Banking Loophole Act (S. 3734) Support American Lending Fairness Act (S. 3889; H.R. 7866) Support Community Bank Relief Act (S. 3849; H.R. 7484) Support Access to Fair Financing for Opportunity and Resilient Development Act (Senate Amendments 4354, 4394, 6101; S. 3940) Support Main Street Depositor Protection Act (S. 4198; Senate Amendment 6396) Support Growing Deposit Insurance for the Future Act (H.R. 8088) Support ESCRA Act (H.R. 306) Support Credit Access and Inclusion Act (H.R. 5402; S. 1465) Support FCRA Liability Harmonization Act (H.R. 5775) Support Guarding Unprotected Aging Retirees from Deception Act (H.R. 2978; S. 2544; Senate Amendment 6471) Support MORE Opportunities for Homeownership Act (H.R. 7647) Support Eliminating Fraud in the CFPBs Complaint Database Act (H.R. 7588) Support Fair Credit Reporting Reseller Accuracy Act (H.R. 8141) Support Bank Fraud Technology Advancement Act (H.R. 8671) Support STOP Payments Fraud Act (H.R. 9331) Support emergency transaction account guarantee legislation (H.R. 8075) Support Credit Union Investment Authority Act (H.R. 10082) Support CFPB Reform Act (H.R. 10184) Support inclusion of guidance on penny circulation and rounding in Common Cents Act (H.R. 3074, H.R. 10167; S. 1525) Support parity for credit unions and prohibition on stablecoin yield in Digital Asset Market Clarity Act (H.R. 3633) Support inclusion of additional credit union provisions in Main Street Capital Access Act (H.R. 6955) Oppose Repealing Big Brother Overreach Act (H.R. 425; S. 100) Oppose 10 Percent Credit Card Interest Rate Cap Act (H.R. 1944; S. 381; Senate Amendment 2239) Oppose Credit Card Competition Act (Senate Amendments 2229, 2230, 2345, 4305; S. 3623; H.R. 7035) Oppose commissary interchange fee study (Senate Amendment 3216) Oppose commissary coupon pilot program (Senate Amendments 5942, 6034) Oppose End the Feds Big Bank Bailout Act (S. 2113; Senate Amendment 3761) Oppose Credit Card Fairness Act (S. 3660) Oppose Strengthening Oversight for the Financial Sector Act (H.R. 10230) Oppose S.J.Res. 130, on CFPB overdraft circular Oppose S.J.Res. 132, on CFPB examinations for risks to servicemembers Oppose S.J.Res. 141, on deceptive collection of medical debt

Client expense: $1,060,000 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Financial Crimes Enforcement Network (FinCEN), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), Treasury, Dept of

Issues related to the Corporate Transparency Act; Issues related to E-commerce Portals; Issues related to state laws having significant adverse effects on the national economy/interstate commerce; GOV - HR 425/S 100 - Repealing Big Brother Overreach Act;

Client expense: $563,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE, Treasury, Dept of, White House Office

Oppose the ENABLERS Act Support the Repealing Big Brother Overreach Act (H.R. 425 /S. 100) Support the Prove it Act (H.R. 1163)

Client expense: $200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)

H.R. 5396, the Price Stability Act of 2025 Act S.J.Res. 111 A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Board of Governors of the Federal Reserve System relating to "Revisions to the Large Financial Institution Rating System and Framework for the Supervision of Insurance Organizations" S.J.Res. 113 A joint resolution providing congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Office of the Comptroller of the Currency relating to "Rescission of Principles for Climate-Related Financial Risk Management for Large Financial Institutions". H.R. 1483, Protecting Investors Personally Identifiable Information Act H.R. 9329, SEC Reform and Restructuring Act Prediction markets regulation Leveraged buyouts H.R. 3633 Digital Asset Market Clarity Act S. 4064 Digital Commodity Intermediaries Act Blockchain Regulatory Certainty Act money laundering and fraud in digital assets private equity in 401K crypto in 401K tokenization Stop Wall Street Looting Act private equity regulation private equity in health care Reg BI Crypto Regulatory Legislation digital assets regulation H.R. 3633, the CLARITY Act (crypto market regulation) Crypto and Government Ethics, Disclosure, Constitutional issues PE and childcare AI Bubble/Financing AI Buildout Investor protections and disclosures IPOs H.R. 425, the Repealing Big Brother Overreach Act H.R. 8286, the Protecting Americans Retirement Savings from Politics Act HR 8612 the Reward Work Act S. 445 Carried Interest Fairness Act Stock buybacks Executive compensation Wealth Tax Financial Transaction Tax corporate minimum tax loophole for private equity IRS Enforcement funding H.R. 9490 Bank Failure Accountability Act Accountable Capitalism Act S. 4796 Stock Buyback Accountability Act H.R. 9511 NFIP Premium Transparency Act H.R.8439 - Commission on Natural Disaster Risk Management and Insurance Act Potential legislation to ban credit score usage in property insurance pricing Potential public reinsurance legislation (housing/climate) National Flood Insurance Program (NFIP) policy reform

Client expense: $100,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Oppose the ENABLERS Act Support the Repealing Big Brother Overreach Act (H.R. 425 /S. 100) Support the Prove it Act (H.R. 1163)

Client expense: $200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)

Support for pro-growth tax reforms/opposition to tax increases on American families & businesses related to budget reconciliation; Corporate Transparency Act-petitions for U.S. Supreme Court review; H.R. 425/S.100, Repealing Big Brother Overreach Act, all provisions; Interim Final Rule on Beneficial Ownership Information reporting requirements under the Corporate Transparency Act; H.R. 1, One Big Beautiful Bill Act; provisions related to 199A deduction, pass-through business state and local taxes, estate tax, and individual rates; H.R. 6231/S. 3265, the Improve and Enhance the Work Opportunity Tax Credit Act, all provisions

Client expense: $253,684 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE, Treasury, Dept of, White House Office

Implementation of the Corporate Transparency Act H.R. 425 & S. 100 - Repealing Big Brother Overreach Act H.R. 3633 - Digital Asset Market Clarity Act

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

GOOD GOVERNMENT: White House Conference on Small Business Act, H.R. 6855: Support action by U.S. House to advance the legislation. DME Scammer Prevention Act of 2026, H.R. 8871: Support the legislation. Preventing Waste, Fraud and Abuse in TANF Act, H.R. 8872: Support the legislation. Protecting Seniors and Stopping Fraudsters Act, H.R. 8883: Support the legislation. Recover COVID Unemployment Fraud in Banks Act, H.R. 8873: Support the legislation. Supporting Rural Communities, H. Res. 1182: Supported House passage of the resolution. WORKFORCE ISSUES: Workforce Apprenticeship Growth and Education Support (WAGES) Act, H.R. 8624 and S. 4463: Support the legislation. Faster Labor Contracts Act, H.R. 5408: Opposed House passage of the legislation. Flexibility for Workers Education Act, H.R. 2262: Continue to support U.S. House passage of the bill. Empowering Employer Child and Elder Care Solutions Act, H.R. 2270: Continue to support U.S. House passage of the bill. Working Families Flexibility Act, H.R. 2870: Continue to support U.S. House passage of the bill. Tipped Employee Protection Act, H.R. 2312: Support U.S. House passage of the bill. DOLs Proposal to Expand Investment Opportunities in 401(k) Plans (Fiduciary Duties in Selecting Designated Investment Alternatives): Expressed support for a proposed rulemaking to provide American workers, small business owners and their employees with access to the same diversified opportunities long available to large pension funds. Submitted Comments to Department of Labor (DOL) on Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act: Expressed support for the proposed rule changes on independent contractors. President Trumps Executive Order on PROMOTING RETIREMENT-SAVINGS ACCESS FOR AMERICAN WORKERS BY ESTABLISHING TRUMPIRA.GOV: Expressed support for the initiative. ACCESS TO CAPITAL: INVEST Act, H.R. 3383: Support U.S. Senate passage of this Housed-passed bill. Submitted Comments to the Federal Reserve on Regulatory Capital Rule: Category I and II Banking Organizations, Banking Organizations with Significant Trading Activity, and Optional Adoption for Other Banking Organizations [R-1887]: SBE Council welcomed the re-proposal as a substantive improvement over the 2023 version and made slight recommendations. Submitted Comments to the Office of the Comptroller (OCC) on National Bank Non-Interest Charges and Fees, and interim final order, Order Preempting the Illinois Interchange Fee Prohibition Act. SBE Council expressed support for these actions. TAX POLICY: Small Business Tax Cut Act, H.R. 8415: Support the legislation. Indexing Capital Gains Tax Liability to Inflation: Support legislative or administrative action to make this change. H. Res. 1156 which Expresses Support for Tax Policies that Support Working Families: Supported the House resolution. More Homes on the Market Act, H.R. 1340, S.3332: Support the legislation. American Innovation Act, H.R. 1778, S. 4207: Support the legislation. BUSINESS STARTUP AND GROWTH: SAVE Local Businesses Act, H.R. 4366: Support U.S. House passage of the bill. New Opportunities for Business Ownership and Self-Sufficiency Act (NO BOSS Act), H.R. 6431: Supported U.S. House passage of the legislation. American Innovation Act, H.R. 1778, S. 4207: Support the legislation. Submitted Comments to Federal Trade Commission and Department of Justice on Making Improvements to the Premerger Notification and Report Form: Urged the agencies to consider maintaining the current HSR form and system, as potential changes have not been substantiated with failures, problems or flaws. AI AND TECHNOLOGY Continue to voice restraint on excessive regulatory frameworks or actions that would undermine what is a critical new technology for small businesses. SECURE Data Act (Securing and Establishing Consumer Uniform Rights and Enforcement over Data Act), H.R. 8413: Welcomed the introduction of comprehensive data privacy legislation. AI Education: Continue to brief congressional staff on the benefits of AI to small businesses and startups as conveyed through SBE Council research and surveys. American Innovation and Choice Online Act (AICOA). S. 4746: Oppose the legislation. REGULATORY REFORM AND MODERNIZATION Guidance Out of Darkness (GOOD) Act (H.R. 1515): Urged Senate to advance House-passed bill. Information Quality Assurance Act (H.R. 6329): Urged Senate to advance House-passed bill. ESA Amendments Act, H.R. 1897: Supported House passage of the bill. Prove It Act of 2025, H.R. 1163: Support House action and passage of the bill. 21st Century ROAD to Housing Act, H.R. 6644: Supported House amendment to the Senate-passed bill and final bill that went into law. Reducing and Eliminating Duplicative Environmental Regulations (RED Tape) Act, H.R. 6398: Supported House passage of the legislation. Earnings Claims Rulemaking and Business Opportunity Rule: Continue to express concerns about these Biden-Era regulatory efforts that remain on the Federal Trade Commissions regulatory agenda Standardizing Permitting and Expediting Economic Development Act (SPEED Act), H.R. 4776: Supporting Senate action on House-passed bill. Promoting Efficient Review for Modern Infrastructure Today (PERMIT) Act, H.R. 3898: Support Senate action on House-passed bill. Repealing Big Brother Overreach Act, H.R. 425: Support the legislation. GOVERNMENT REFORM AND OPERATIONS: Tax Relief for Fraud Victims Act, H.R. 9500: Support the legislation. AI Tax Integrity Act of 2026, H.R. 9501: Support the legislation. Taxpayer Advocate Participation Act, H.R. 9498: Support the legislation. Taxpayer Assistance and Service Act. S. 3931: Support the legislation. Taxpayer Due Process Enhancement Act, H.R. 6506: Support U.S. Senate action on the House-passed bill. Taxpayer Notification and Privacy Act, H.R. 6495: Support U.S. Senate action on the House-passed bill. HEALTHCARE AND AFFORDABLE HEALTH COVERAGE: HSAs For All Act, H.R. 7681: Support the legislation. Lower Health Care Premiums for All Americans Act, H.R. 6703: Support Senate action of House-passed bill. 340B Drug Program: Continue to voice concerns about this program to Congress (in terms of effects on high drug and health premium costs) and the need for reforms. Medication Affordability and Patent Integrity Act, S. 2658: Expressed concern about the legislation. Biosimilar Red Tape Elimination Act, S. 1954: Expressed concern about the legislation. Ensuring Timely Access to Generics Act, S. 3014: Expressed concern about the legislation. Abolish the Center for Medicare and Medicaid Innovation (CMMI) Act, H.R. 8293: Support the legislation. TRADE AND GLOBAL MARKET ACCESS: Submitted coalition comments to U.S. Department of Commerce on Section 232 Investigation of Imports of Semiconductors and Semiconductor Manufacturing Equipment (91 FR 2443): Urged the Administration to refrain from imposing tariffs on semiconductors and downstream consumer and commercial technology products.

Client expense: $45,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Executive Office of the President (EOP), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, White House Office

Repealing Big Brother Overreach Act - S. 100, H.R. 425.

Client expense: $100,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1422, Enhanced Iran Sanctions Act, all provisions. H.R. 1800, Solidify Iran Sanctions Act (SISA), all provisions. H.R. 2683, Remote Access Security Act, all provisions. H.R. 3447, Chip Security Act, all provisions. H.R. 425, Repealing Big Brother Overreach Act, all provisions. H.R. 4397, Muslim Brotherhood Terrorist Designation Act of 2025, all provisions. H.R. 4505, Export Controls Enforcement Act, all provisions. H.R. 4530, STOP Shells Act, all provisions. H.R. 4920, BIS IT Modernization Act, all provisions. H.R. 4930, Counterfeit Notification Act, all provisions. H.R. 5490, Dismantle Foreign Scam Syndicates Act, all provisions. H.R. 5853, ECRA Penalty Increase Act, all provisions. H.R. 6058, Semiconductor Technology Resilience, Integrity, and Defense Enhancement (STRIDE) Act, all provisions. H.R. 6322, Stop Stealing Our Chips Act, all provisions. H.R. 6331, Addressing Dangerous Vulnerabilities in Exports and Research to Strategic Adversaries, Regimes, and Industrial Entities of Security Concern (ADVERSARIES) Act, all provisions. H.R. 6624, Biological Intellectual Property Protection Act of 2025, all provisions. H.R. 6875, AI OVERWATCH Act, all provisions. H.R. 6996, Full AI Stack Export Promotion Act, all provisions. H.R. 7003, BIS Strategic Talent Recruitment to Enhance National Guardrails for Technological Handling (STRENGTH) Act, all provisions. H.R. 7184, Preventing Rogue Equipment for Synthetic Substances (PRESS) Act, all provisions. H.R. 7552, CBW Fentanyl Act, all provisions. H.R. 8036, Interagency Coordination in Export Controls Act, all provisions. H.R. 8106, Rosatom Energy Sanctions Compliance and Unified Enforcement (RESCUE) Act, all provisions. H.R. 8169, Export Control Enforcement and Enhancement Act, all provisions. H.R. 8170, Multilateral Alignment of Technology Controls on Hardware (MATCH) Act, all provisions. H.R. 8202, ECRA Statute of Limitations Extension, all provisions. H.R. 8283, Deterring American AI Model Theft Act of 2026, all provisions. H.R. 8284, Bureau of Industry and Security License Administration Enhancement Act, all provisions. S. 1473, Stop Stealing our Chips Act, all provisions. S. 1490, Global Hunt for Offshore Smuggling and Trafficking (GHOST) Act of 2025, all provisions. S. 1705, Chip Security Act, all provisions. S. 1889, Solidify Iran Sanctions Act (SISA), all provisions. S. 2293, Muslim Brotherhood Terrorist Designation Act of 2025, all provisions. S. 2677, Counterfeit Notification Act, all provisions. S. 2904, Sanctioning Harbors and Dodgers of Western Sanctions (SHADOW) Fleets Act, all provisions. S. 3172, A bill to repeal certain Acts that impose sanctions upon Syria, all provisions. S. 3452, Biological Intellectual Property Protection Act of 2025, all provisions. S. 3519, Remote Access Security Act, all provisions. S. 4281, Multilateral Alignment of Technology Controls on Hardware (MATCH) Act, all provisions. S. 4446, Preventing Rogue Equipment for Synthetic Substances (PRESS) Act, all provisions. S. 4456, AI OVERWATCH Act, all provisions. S. 4723, Eliminate PRC Organized Crime Act, all provisions. S. 4835, Bureau of Industry and Security License Administration Enhancement Act, all provisions. S. 556, Enhanced Iran Sanctions Act of 2025, all provisions. S. 63, CBW Fentanyl Act, all provisions. Issues Related to American Economic Statecraft; Anti-Money Laundering and Combating the Financing of Terrorism; Captagon, Fentanyl, and International Narcotics Production and Trafficking; China-Related Tax and Investment Authorities; Chinese Access to U.S. Capital Markets and Advanced Technology; DIB Capacity Tax Incentives; Evaluating Sanctions, Export Controls, and AML Regulations, Regulatory Authorities, and Legislative Authorities; Expansion of CFIUS Authorities; Foreign Investment in Latin America; Hezbollah, Iran, and IRGC Funding Streams; Implementation and Oversight of the Corporate Transparency Act; Implementation and Oversight of the Countering Americas Adversaries Through Sanctions Act (CAATSA); Implementation and Oversight of the Foreign Extortion Prevention Act; Iranian Oil Sanctions Enforcement; Muslim Brotherhood Funding Streams; National Security-Related Foreign Investment Screening Processes for U.S. Allies; Tax-Exempt Status of Organizations with Ties to U.S. Adversaries; U.S. Adversaries Illicit Finance Activities; U.S. Adversaries Sanctions Evasion Schemes; U.S. Anti-Corruption Sanctions and Strategy; U.S. China Sanctions Policy; U.S. Cuba Sanctions Policy; U.S. Export Control Policy; U.S. Houthi Sanctions Policy; U.S. International Sovereign Debt Policy; U.S. Investment Screening and Security; U.S. Iran Sanctions Policy; U.S. Iraq Sanctions Policy; U.S. Muslim Brotherhood Sanctions Policy; U.S. Nicaragua Sanctions Policy; U.S. Oman Sanctions; U.S. Polisario Front Sanctions Policy; U.S. Russia Oil Waivers and Sanctions Policy; U.S. Sanctions Authorities, Implementation, Enforcement, Resourcing, and Policy; U.S. Syria Sanctions Policy; U.S. Terror Finance Policy; and U.S. Turkey Sanctions Policy (no bill).

Client expense: $240,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

opposing H.R.425 - Repealing Big Brother Overreach Act, Reward Work Act.

Client expense: $99,577 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES

Beneficial Ownership Disclosure; H.R.4035, Protecting Small Business Information Act of 2023; H.R.5119, S.3625, Protect Small Business and Prevent Illicit Financial Activity Act; Implementation of Corporate Transparency Act; S. 4419, A bill to amend title 31, United States Code, to require only foreign entities to report beneficial ownership information, and for other purposes; H.R. 425, Repealing Big Brother Overreach Act

Client expense: $216,377 · Firm income: Not reported

Government targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, SENATE

House: H.R.1, An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14. H.R. 425, the Repealing Big Brother Overreach Act H.R.7035, the Credit Card Competition Act of 2026 H.R. 6213, the Heat Workforce Standards Act of 2025 H.R. 4776, the Standardizing Permitting and Expediting Economic Development (SPEED) Act H.R. 4366, the Save Local Business Act H.R. 3898, the Promoting Efficient Review for Modern Infrastructure Today (PERMIT) Act H.R. 3699, the Energy Choice Act H.R. 4424, the Securing Help for Involuntary Employment Loss and Displacement (SHIELD) Act H.R. 5463, the Custom Health Option and Individual Care Expense (CHOICE) Arrangement Act H.R.6703, the Lower Health Care Premiums for All Americans Act H.R. 20, the Richard L. Trumka Protecting the Right to Organize (PRO) Act H.R. 4896, the Warehouse Worker Protection Act H.R. 2743, the Raise the Wage Act H.R. 1319, the Modern Worker Empowerment Act H.R. 1566, the Right to Equitable and Professional Auto Industry Repair (REPAIR) Act H.R. 5349, the Tax Court Improvement Act H.R. 5346, the Fair and Accountable IRS Review Act H.R.5267, the American Franchise Act H.R. 2528, the Association Health Plans Act H.R. 6420, the Affordable Care Economic Stability and Small Business (ACCESS) Act H.R.1163, the Prove It Act of 2025 H.R. 5258, the Lawsuit Abuse Reduction Act of 2025 H.R. 2675, the Protecting Our Courts from Foreign Manipulation Act of 2025 H.R. 4626, the Home Appliance Protection and Affordability Act H.R.7148 - Consolidated Appropriations Act, 2026 H.R.7328 - Protecting Small Businesses from Predatory Website Lawsuits Act H.R. 6250, the Cold Weather Diesel Reliability Act of 2025 H.R. 6453, the Americans with Disabilities Act 30 Days to Comply Act H.R.7847, the Stop Unemployment Fraud Act H.R. 2528, the Association Health Plans Act H.R. 8082, the Competition and Openness in Markets to Promote Efficiency, Transparency, and Enhanced Affordability (COMPETE) Act H.R. 6538, the More Affordable Care Act H.R. 5582, the Patients Deserve Price Tags Act H.R. 5408, the Faster Labor Contracts Act H.R.8800, National Defense Authorization Act for Fiscal Year 2027 H.R.3269, Eliminating Thickets to Increase Competition (ETHIC) Act H.R. 5337, Motor Carrier Safety Selection Standard Act Consumer Financial Protection Bureau Section 1071 rule requires covered financial institutions to collect and report demographic and credit data on small business loan applications. H.R. 8415, Small Business Tax Cut Act H.R. 1897, Endangered Species (ES) Amendments Act of 2025 H.R.5166, Financial Services and General Government Appropriations Act, 2026 H.R. 1687, the Committing Leases for Energy Access Now (CLEAN) Act H.R. 6398, the Reducing and Eliminating Duplicative Environmental Regulations Act H.R. 8414, Know Your Labor Rights Act H.R. 8415, Small Business Tax Cuts Act of 2026 H.R. 7861, HSAs for All Act H.R. 7895, PBM Kickback Prohibition Act Issues relating to small business taxation Issues related to the expiring TCJA tax provisions Issues related to ADA website reforms Issues related to the minimum wage increase Issues related to "Affordable Care Act Reform" Issues related to Pharmacy Benefit Managers Issues related to Health Reform Issues related to regulatory reforms Senate: S. 100, the Repealing Big Brother Overreach Act S.3623, the Credit Card Competition Act of 2026 S. 4427, Heat Workforce Standards Act of 2026 S. 3117, the Worker Reforming Elections for Speedy and Unimpeded Labor Talks (RESULTS) Act S. 3116, the Fairness in Filing Act S. 5213, the Union Members' Right to Know Act S.3124, the Protection on the Picket Line Act S.3128, the Worker Privacy Act S. 852, the Richard L. Trumka Protecting the Right to Organize (PRO) Act S. 2613, the Warehouse Worker Protection Act S. 844, the Faster Labor Contracts Act S. 2013, the Higher Wages for American Workers Act S. 1332, the Raise the Wage Act S. 1945, the Energy Choice Act S. 1379, the Right to Equitable and Professional Auto Industry Repair (REPAIR) Act S.2875, the Custom Health Option and Individual Care Expense (CHOICE) Act S. 1847, the Association Health Plans Act S. 3418, the Competition and Openness in Markets to Promote Efficiency, Transparency, and Enhanced Affordability (COMPETE) Act S.495, Prove it Act of 2025 S. 3264, the More Affordable Care Act S. 2355, the Patients Deserve Price Tags Act S. 4366, Know Your Labor Rights Act S. 2276, Eliminating Thickets to Increase Competition (ETHIC) Act S. 4419: A bill to amend title 31, United States Code, to require only foreign entities to report beneficial ownership information, and for other purposes. Issue relating to small business taxation Issue related to the expiring TCJA tax provisions Issue related to ADA website reforms Issue related to the minimum wage increase Issue related to "Affordable Care Act Reform" Issue related to Pharmacy Benefits Managers Department of the Treasury: Beneficial Ownership Information (BOI) Reporting Rule H.R.1, An Act to provide for reconciliation pursuant to title II of H. Con. Res. 14. White House: Beneficial Ownership Information (BOI) Reporting Rule Heat Injury and Illness Prevention in Outdoor and Indoor Work Settings Rule Issues relating to the right to repair Office of Management and Budget: Beneficial Ownership Information (BOI) Reporting Rule H.R.7035/S.3623, the Credit Card Competition Act of 2026 H.R. 1566/S. 1379, the Right to Equitable and Professional Auto Industry Repair (REPAIR) Act Heat Injury and Illness Prevention in Outdoor and Indoor Work Settings Rule Issues related to Short-Term Limited Duration Insurance Plans Financial Crimes Enforcement Network: Beneficial Ownership Information (BOI) Reporting Rule Department of Health and Human Services: Issues related to Individual Coverage Health Reimbursement Arrangements (ICHRA) Regulation Reform Department of Labor: Heat Injury and Illness Prevention in Outdoor and Indoor Work Settings Rule Issues related to General Health Care Reform Occupational Safety and Health Administration: Heat Injury and Illness Prevention in Outdoor and Indoor Work Settings Rule

Client expense: $1,670,000 · Firm income: Not reported

Government targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office

S. 100/H.R.425 Repealing Big Brother Overreach Act - ALL HR7128 - Terrorism Risk Insurance Act. Senate bill in development. Corporate Transparency Act implementation. Regulatory Capital Rules (Basel III) S2460/ HR5591 - RESIDE Act HR6644 - Housing for the 21st Century

Client expense: $460,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

DOL-WHD (Reg.) Title: Updating the Davis-Bacon and Related Acts Regulations (RIN: 1235-AA40) DOL-OSHA (Reg.) Title: Worker Walkaround Designation Process (RIN: 1218-AD45) Government-mandated project labor agreements (PLAs) on federal and federally assisted construction projects. Executive Order 14063: Use of Project Labor Agreements for Federal Construction Projects. FAR Council (Reg.) Title: Federal Acquisition Regulation: Use of Project Labor Agreements for Federal Construction Projects (RIN: 9000-AO40). Treasury (Reg.) Title: Beneficial Ownership Information Reporting Requirements (RIN: 1506-AB49). Regulatory Flexibility Act, generally. Small business contracting, generally. Delay of the Corporate Transparency Act's beneficial ownership information reporting requirements, generally. H.R. 1163/S. 495: Prove It Act of 2025. H.R. 425/S. 100: Repealing Big Brother Overreach Act. H.R. 1: One, Big, Beautiful Bill Act. U.S. Department of Justice Anticompetitive Regulations Task Force (Docket No. ATR-2025-0001). Executive Order 14278, Preparing Americans for High-Paying Skilled Trade Jobs of the Future. H.R. 4305: Destroying Unnecessary, Misaligned, and Prohibitive (DUMP) Red Tape Act. H.R. 6855: White House Conference on Small Business Act of 2025. DOL-ETA guidance documents on the implementation of registered apprenticeship programs (Circulars 2026-01, 2026-02, and 2026-03 and Bulletin 2026-35). DOL (Reg.) Title: Prohibiting Illegal Discrimination in Registered Apprenticeship Programs (RIN 1205-AC21). DOL-WHD (Reg.) Title: Employee or Independent Contractor Classification Under the Fair Labor Standards Act (RIN: 1235-AA43). DOL-WHD (Reg.) Title: Independent Contractor Status Under the Fair Labor Standards Act (RIN 1235-AA34). DOL-WHD (Reg.) Title: Employee or Independent Contractor Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act (RIN: 1235-AA46). DOL-WHD (Reg.) Title: Joint Employer Status Under the Fair Labor Standards Act, Family and Medical Leave Act, and Migrant and Seasonal Agricultural Worker Protection Act Proposed Rule (RIN 1235-AA48).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of

Support for the Prove it Act of 2025 (H.R. 425/S. 100).

Client expense: Not reported · Firm income: $50,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support for the Prove it Act of 2025 (H.R. 425/S. 100). Support for additional reforms to the Corporate Transparency Act's beneficial ownership red tape.

Client expense: Not reported · Firm income: $80,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Infrastructure Project Permitting Reform Provisions of the Promoting Efficient Review for Modern Infrastructure for Today (PERMIT) (H.R. 3898). Support for Standardizing Permitting and Expediting Economic Development Act (SPEED Act) (H.R. 4776). Support for the Studying NEPAs Impact on Projects Act (H.R. 573), which requires the Council on Environmental Quality (CEQ) to publish an annual report on NEPA projects and outcomes, thereby ensuring greater transparency. Support for the ePermit Act (H.R. 4503), which codifies President Trumps permitting technology action plan to modernize permitting technology across the federal government and aims to reduce processing time for NEPA reviews. Support for ongoing regulatory efforts by the U.S. Army Corps of Engineers and Environmental Protection Agency to clarify Waters of the U.S. (WOTUS) language defining the scope of waters covered under the Clean Water Act consistent with the U.S. Supreme Courts decision in Sackett v. EPA (2023). Support for the Revising and Enhancing Project Authorizations Impacted by Review (REPAIR) Act (S. 1355). Monitoring of federal agency NEPA reform regulations and comments, in general. Support for the Prove it Act of 2025 (H.R. 425/S. 100). Support for cutting beneficial ownership red tape in the Corporate Transparency Act/regulations/guidance.

Client expense: Not reported · Firm income: $40,000

Government targets: Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE

- Issues related to H.R. 425, S.100 to repeal the Corporate Transparency Act. - Issues related to the Protect Small Businesses from Excessive Paperwork Act of 2025 (H.R. 736)

Client expense: Not reported · Firm income: $40,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Anti-money laundering issues, including urging the adoption of strong anti-money laundering rules for investment advisers, for the U.S. real estate sector, and for antiquities dealers; Urging the strong implementation of the Corporate Transparency Act; Urging the implementation of strong AML Program Rules; Urging the implementation of strong AML rules for stablecoins under the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act (S. 1582); Urging the inclusion of strong anti-money laundering/anti-sanctions evasion safeguards, as well as ethics guardrails, in digital asset legislation, including the Digital Asset Market Clarity Act (CLARITY) Act (H.R. 3633) and the Blockchain Regulatory Certainty Act (H.R. 3533/S. 3611); Support for the Art Market Integrity Act (S. 2400); Support for future legislation, including the ENABLERS Act, and/or executive order(s) authorizing Treasury to assign anti-money laundering obligations to certain financial service providers, including corporate service providers; Urging increased and adequate funding for the Financial Crimes Enforcement Network; Urging U.S. government support for programming proposals, areas of focus, and anti-corruption and anti-money laundering commitments by the World Bank and International Monetary Fund; Urging opposition to the Repealing Big Brother Overreach Act (H.R. 425/S. 100); Support for Amendment 42 (Reed-Kim) and Amendment 47 (Reed) to the Responsible Financial Innovation Act (Lummis-Gillibrand framework/draft (not yet introduced)).

Client expense: $40,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office

Protect the credit union tax exemption Support legislation and regulation that advance credit unions and their over 146 million members Support regulatory relief for credit unions Support holistic evaluation of regulatory burden on credit unions Support modification of credit union loan maturity limits Support credit union field of membership expansion and modernization Support regulator- and bank-approved credit union-bank mergers Support financial inclusion and increased access to financial services Support modifying the credit union member business lending cap Support NCUAs existence as an independent regulator and insurer of credit unions Support assistance for minority depository institution credit unions Support regulatory relief for de novo credit unions Support harmonization of federal cyber incident notification standards Oppose Community Reinvestment Act requirements for credit unions Oppose legislative action to restrict credit union overdraft and courtesy pay programs Support regulatory framework for artificial intelligence that allows responsible innovation and recognizes credit unions compliance with existing regulations Support allowing use of artificial intelligence for regulatory reporting purposes Support mandatory arbitration agreements Oppose national interest rate cap Oppose national credit card interest rate cap Support expanded natural person and corporate credit union investment authority Support expanded credit union examination cycle Support increased examination transparency Support regulatory policies to promote innovation and access to credit Support Central Liquidity Facility and Community Development Revolving Loan Fund enhancements Oppose NCUA examination of credit union vendors Oppose National Credit Union Share Insurance Fund structural changes or premium assessment Support parity in deposit insurance coverage levels between credit unions and banks Oppose additional Call Report fields on loans to credit union officials and senior executive staff Oppose additional Call Report fields on maturity distribution of uninsured shares Oppose making changes to Call Report requirements without using notice-and-comment process Oppose NCUA Call Report collection of overdraft and NSF fee revenue data Support modernization and simplification of Call Report form and instructions Support rescission of NCUA overdraft and NSF fee guidance Oppose collection of vendor information in NCUA Credit Union Profile Oppose changes to NCUA collection forms outside rulemaking process Support NCUA review of normal operating level and methodology Support NCUA action to permit credit union reimbursement of dependent care expenses for federal credit union official duties Oppose NCUA rule on succession planning Support modification of NCUA record retention requirements Oppose excessive NCUA requirements for supervisory committee audits Support NCUA action to reduce scope of supervisory committee examination Support NCUA recognition of digital banking in service facility definition Support clarification of NCUA member expulsion regulations Support NCUA proposed rule on increasing overdraft flexibility Support NCUA recognition of government sponsored enterprises as government agencies for loan maturity limit purposes Support NCUA adoption of floating interest rate cap Support modification of NCUA commercial loan definition Support increased flexibility in NCUA occupancy requirements Support NCUA action to clarify loan participation limits Support NCUA modification of low-income designation process Support expanding NCUA qualified charity definition Support allowing greater weighted average life for corporate credit unions financial assets Support extension of maturity limit for corporate credit union borrowing Support increased flexibility for advertising and notice of insured status Support increased compliance timeline for NCUA simplification of share insurance rule Support removing reputational risk as a component of credit union examinations Support balanced implementation of debanking executive order Support increased NCUA efforts to promote credit union industry Support modernization and streamlining of NCUA operations Support NCUA supervisory flexibility for credit union shutdown assistance efforts Support NCUA action to modernize CAMELS rating system Support modernization of NCUA fidelity bond review requirements Support making CFPB subject to regular appropriations process Support increased CFPB budget transparency Support restructuring CFPB leadership to a bipartisan commission Support creation of a CFPB Inspector General Support reforms to CFPB Civil Investigative Demand process Support increasing asset thresholds for CFPB supervision of credit unions Support clarification of CFPB unfair, deceptive, or abusive acts and practices authority Support CFPB use of Section 1022 authority to exempt credit unions from certain regulations Support CFPB oversight and monitoring of nonbank entities Oppose CFPB efforts to avoid requirements of the rulemaking process Support CFPB use and disclosure of relevant data in rulemakings Support CFPB use of cost-benefit analysis in rulemaking process Support CFPB coordination with NCUA on policy matters and examination scheduling Oppose mislabeling financial services fees as junk fees Oppose arbitrary limits on credit union fee income Oppose CFPB efforts to restrict information in credit reports Support CFPB engaging in ongoing retrospective review of past regulations Support CFPB consumer complaint database reforms Support CFPB no-action letter program with extended timeline and increased protection of sensitive strategic information Oppose expansion of consumer report and consumer reporting agency definitions under the Fair Credit Reporting Act/Regulation V Support consumer protection regulations for buy-now-pay-later loan providers Support inclusion of buy-now-pay-later loans in FHA underwriting Support CFPB use of Civil Penalty Fund for consumer financial education Support increase of Home Mortgage Disclosure Act reporting thresholds Support removal of disparate impact analysis from Regulation B and modification of discouragement standard Support credit union access to universal service fund letters of credit program Support recognition of unique credit union structure in Financial Data Transparency Act joint data standards Support federal data privacy and security standard that exempts Gramm-Leach-Bliley Act covered institutions, preempts state laws, operates on an opt-out basis, recognizes the complexity of data deletion, and does not authorize private right of action Support increased transparency for fintech bank charter applications Support Treasury development of model forms and qualified vehicle list for auto loan interest deduction Support safe harbor for credit unions related to the auto loan interest deduction Support clarification of remittance transfer tax exemptions Support inclusion of credit unions in Trump Accounts program Oppose development of a central bank digital currency Support credit union access to Federal Reserve liquidity options Support gradual expansion of Fedwire and National Settlement Service operating hours with optional participation Oppose addition of fourth same-day ACH window Support expanded flexibility for accessing the Fed discount window and intraday credit Oppose expanded eligibility for Federal Reserve master account access Oppose Regulation II debit interchange fee cap Oppose Federal Reserve proposed rule on modifying Regulation II debit interchange cap Support improvements to the Federal Reserves Debit Card Issuer Survey Oppose legislative action to impose caps or restrictions on debit or credit interchange fees Oppose legislative action to prohibit the Federal Reserve from paying interest on reserves Support Federal Reserve action to coordinate regulatory guidance on penny circulation issues and management of penny supply Support continued offering of Federal Reserve check services Oppose expansion of Electronic Fund Transfer Act/Regulation E financial institution liability Support fair distribution of Electronic Fund Transfer Act/Regulation E error resolution responsibilities Support clarification of funds definition under Electronic Fund Transfer Act/Regulation E Support clarification of Electronic Fund Transfer Act/Regulation E treatment of digital assets Support increased flexibility for check holds and funds availability requirements Support transition to electronic payments for government payments Support consumer education on transition to electronic payments Support clarification of Section 314(b) information sharing safe harbor for identifying and preventing payments fraud Support greater flexibility for credit unions to decline services with clear indica of fraud or elder abuse Support parity for credit union provision of digital asset services Prevent competitive disadvantages for credit unions and market distortions related to the integration of digital assets into traditional financial products Support Treasury and NCUA action to implement regulatory framework for stablecoin issuance Support parity for credit unions related to stablecoin regulation Support NCUAs role as primary regulator of credit unions stablecoin activities Oppose treating stablecoins or digital assets as federally insured Oppose payment of interest, yield, or rewards on stablecoin holdings Support digital assets guardrails to prevent deposit outflows Support clarifying credit unions authority to provide custodial services for their members Support safeguards for rehypothecation of digital assets Support reduced government-sponsored enterprises costs for credit union mortgages Support secondary mortgage market access for credit unions Support continued role for FHFA as an independent regulator Support credit union access to Federal Home Loan Bank system Support expansion of Federal Home Loan Bank Act community financial institution definition Support Federal Home Loan Bank engagement with credit unions Oppose adoption of volume-based incentives for Federal Home Loan Banks Support Federal Home Loan Bank allocations to the Affordable Housing Program Support FinCEN implementation of the Corporate Transparency Act Support additional time to implement anti-money laundering/countering financing of terrorism program changes and publication of guidance Support increasing Currency Transaction Report and Suspicious Activity Report filing thresholds Support streamlining Currency Transaction Report and Suspicious Activity Report forms Support increased inclusion of identifiable information in Section 314(a) information requests Support consistency between NCUA and FinCEN requirements on Bank Secrecy Act compliance Support FinCEN survey to accurately measure Bank Secrecy Act compliance costs Support DOD clarification of Military Lending Act and Servicemembers Civil Relief Act requirements Support standardized disclosures and financial literacy briefings for servicemembers Support credit union access to nominal leases on military installations Oppose nominal leases for banks on military installations Oppose legislative action on the Overseas Military Banking Program Oppose inclusion of interchange, interest rate cap, or fraud liability amendments in the National Defense Authorization Act Support inclusion of currency transaction report/suspicious activity report thresholds and veterans member business lending amendments in the National Defense Authorization Act Support federal share insurance for all credit unions acting as fiscal agents of the U.S. government Support role of Community Development Financial Institutions Fund in promoting economic growth and access to capital in underserved communities Support access to Community Development Financial Institutions Fund awards and technical assistance for credit unions Support Community Development Financial Institutions Fund bond guarantee program Support Community Development Financial Institutions Fund liquidity enhancement pilot program Support disbursement of all Community Development Financial Institution Fund appropriated award funding without additional barriers Support timely completion of Emergency Capital Investment Program disposition agreements Oppose reclassification of credit header information as a consumer report Oppose reliance on single source of documentation to determine instances of identity theft or coerced debt Oppose use of interim final rule to modify personal financial data rights requirements Support modification of Section 1033 rule to allow data providers to charge fees, remove prescriptive technology standards, and establish data privacy standards and allocation of liability Support increased reporting and small business revenue threshold and elimination of discretionary data points collection in revised Section 1071 rule Support modernization of e-signature requirements Support allowing electronic or documented oral credit card applications Support increased flexibility for disclosures Support rescission of CFPB payday lending rule payment provisions Support modification of FCC revocation of consent rule Support greater flexibility for FCC fraud alert exemption Support uniform federal standards and increased federal preemption of state laws on interchange, data privacy, artificial intelligence, and elder financial abuse reporting Support federal safe harbor for provision of financial services to marijuana-related businesses that comply with state laws Issues related to housing finance reform Issues related to flood insurance Issues related to privately insured credit unions Issues related to credit union capital requirements Issues related to credit union conversions Issues related to credit unions as employers Issues related to the Foreign Account Tax Compliance Act Issues related to fair lending Issues related to the Telephone Consumer Protection Act Support nomination of John Crews as a member of the NCUA Board Support Credit Union Board Modernization Act (H.R. 975; S. 522) Support 1071 Repeal to Protect Small Business Lending Act (H.R. 976; S. 557) Support Making the CFPB Accountable to Small Businesses Act (H.R. 1606) Support Financial Integrity and Regulation Management Act (S. 875; H.R. 2702; Senate Amendment 3104) Support Fair Audits and Inspections for Regulators Act (H.R. 940) Support Small LENDER Act (H.R. 941) Support Anti-CBDC Surveillance State Act (H.R. 1919; S. 1124) Support Veterans Member Business Loan Act (H.R. 507; S. 110; Senate Amendment 3776) Support Taking Account of Bureaucrats Spending Act (H.R. 654) Support Rectifying UDAAP Act (H.R. 1652) Support Civil Investigative Demand Reform Act (H.R. 1653) Support SECURE Notarization Act (H.R. 1777; S. 1561) Support Increasing Credit Union Lending for Business Growth Act (H.R. 1791) Support Financial Reporting Threshold Modernization Act (H.R. 1799; Amendment 715 to H.R. 3838) Support Home of Your Own Act (H.R. 2064) Support Homes for Every Local Protector, Educator, and Responder Act (H.R. 2094; S. 978) Support CFPB Dual Mandate and Economic Analysis Act (H.R. 2183) Support Transparency in CFPB Cost-Benefit Analysis Act (H.R. 2331) Support CFPB-IG Reform Act (H.R. 2513) Support Homebuyers Privacy Protection Act (H.R. 2808; S. 1467) Support Financial Institution Regulatory Tailoring Enhancement Act (H.R. 3230) Support Halting Uncertain Methods and Practices in Supervision Act (H.R. 3379) Support Taking Account of Institutions with Low Operation Risk Act (H.R. 3380) Support Bureau of Consumer Financial Protection Commission Act (H.R. 3445) Support Advancing the Mentor-Protege Program for Small Financial Institutions Act (H.R. 3709) Support Expanding Access to Lending Options Act (H.R. 4167) Support CDFI Bond Guarantee Program Improvement Act (S. 1880) Support Taskforce for Recognizing and Averting Payment Scams Act (H.R. 4936; S. 2019; Senate Amendment 3257) Support Capping Excessive Awarding of SBLC Entrants Act (H.R. 2987) Support Expanding Access to Lending Options Act (H.R. 4167) Support Supervisory Modifications for Appropriate Risk-Based Testing Act (H.R. 4437) Support Stop Agency Fiat Enforcement Act (H.R. 4460) Support American Access to Banking Act (H.R. 4544) Support Protecting Access to Credit for Small Businesses Act (S. 2486) Support Business of Insurance Regulatory Reform Act (H.R. 4735; S. 2419) Support NCUA Central Liquidity Facility Enhancement Act (S. 2545, S. 3575; Senate Amendments 3722, 3834, 4384, 5882, 6180) Support CDFI Fund Transparency Act (S. 2704; Senate Amendments 3640, 3732) Support Supporting Upgraded Property Projects and Lending for Yards Act (H.R. 4568) Support Unleashing AI Innovation in Financial Services Act (H.R. 4801) Support AI Practices, Logistics, Actions, and Necessities Act (H.R. 2152) Support Streamlining Transaction Reporting and Ensuring Anti-Money Laundering Improvements for a New Era Act (S. 3017; Senate Amendment 6241) Support NFIP Continuation Act (H.R. 5577) Support 21st Century ROAD to Housing Act (H.R. 6644) Support Regulatory Efficiency, Verification, Itemization, and Enhanced Workflow Act (H.R. 6544) Support Community Bank Regulatory Tailoring Act (H.R. 7056) Support Close the Shadow Banking Loophole Act (S. 3734) Support American Lending Fairness Act (S. 3889; H.R. 7866) Support Community Bank Relief Act (S. 3849; H.R. 7484) Support Access to Fair Financing for Opportunity and Resilient Development Act (Senate Amendments 4354, 4394, 6101; S. 3940) Support Growing Deposit Insurance for the Future Act (H.R. 8088) Support ESCRA Act (H.R. 306) Support Credit Access and Inclusion Act (H.R. 5402; S. 1465) Support FCRA Liability Harmonization Act (H.R. 5775) Support Guarding Unprotected Aging Retirees from Deception Act (H.R. 2978; S. 2544; Senate Amendment 6471) Support Eliminating Fraud in the CFPBs Complaint Database Act (H.R. 7588) Support Fair Credit Reporting Reseller Accuracy Act (H.R. 8141) Support Bank Fraud Technology Advancement Act (H.R. 8671) Support STOP Payments Fraud Act (H.R. 9331) Support emergency transaction account guarantee legislation (H.R. 8075) Support inclusion of guidance on penny circulation and rounding in Common Cents Act (H.R. 3074) Support parity for credit unions and prohibition on stablecoin yield in Digital Asset Market Clarity Act (H.R. 3633) Support modification of Section 705 in Renewing Opportunity in the American Dream to Housing Act (S. 2651) Support inclusion of credit union parity provisions in Main Street Capital Access Act (H.R. 6955) Oppose Repealing Big Brother Overreach Act (H.R. 425; S. 100) Oppose 10 Percent Credit Card Interest Rate Cap Act (H.R. 1944; S. 381; Senate Amendment 2239) Oppose Credit Card Competition Act (Senate Amendments 2229, 2230, 2345, 4305; S. 3623; H.R. 7035) Oppose commissary interchange fee study (Senate Amendment 3216) Oppose commissary coupon pilot program (Senate Amendments 5942, 6034) Oppose End the Feds Big Bank Bailout Act (S. 2113; Senate Amendment 3761) Oppose Credit Card Fairness Act (S. 3660) Oppose S.J.Res. 130, on CFPB overdraft circular Oppose S.J.Res. 132, on CFPB examinations for risks to servicemembers Oppose S.J.Res. 141, on deceptive collection of medical debt

Client expense: $1,290,000 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Financial Crimes Enforcement Network (FinCEN), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), Treasury, Dept of

S. 100, H.R. 425 - Repealing Big Brother Overreach Act H.R. 3633, Digital Asset Market Clarity Act of 2025 (CLARITY Act) Legislation to increase appropriated resources for the Financial Crimes Enforcement Network (FinCEN)

Client expense: $20,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to the Corporate Transparency Act; Issues related to E-commerce Portals; Issues related to state laws having significant adverse effects on the national economy/interstate commerce; GOV - HR 425/S 100 - Repealing Big Brother Overreach Act;

Client expense: $490,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE, Treasury, Dept of, White House Office

Issues related to H.R. 425, S. 100.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 421, Small Business Regulatory Flexibility Improvements Act S 100/HR 425, Repealing Big Brother Overreach Act S 505/HR 736, Protect Small Businesses from Excessive Paperwork Act of 2025 HR 832, Small Business Advocacy Improvements Act of 2025 HR 1163, Prove It Act of 2025

Client expense: $395,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)

H.R.1422/S.556 - Enhanced Iran Sanctions Act of 2025 S.1889 - A bill to repeal the sunset provision of the Iran Sanctions Act of 1996. H.R.1800 - Solidify Iran Sanctions Act of 2025 H.R.4473 - BIRD Health Act of 2025 H.R.2280 - BIRD Energy and U.S.-Israel Energy Center Reauthorization Act of 2025 H.R.3565 - To provide for a limitation on the transfer of defense articles and defense services to Israel. H.R.867 - IGO Anti-Boycott Act H.R.23 - Illegitimate Court Counteraction Act H.R. 7622/S.3900 - Iran Human Rights, Internet Freedom, and Accountability Act of 2026 H.R. 3045/S.2667 - West Bank Violence Prevention Act H.R. 7645 - Ceasefire Compliance Act S.J.Res.32 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. S.J.Res.138 - A joint resolution providing for congressional disapproval of the proposed foreign military sale to the Government of Israel of certain defense articles and services. H.R.2505 - Block the Use of Transatlantic Technology in Iranian Made Drones Act H.R.6230 - Tehran Incitement to Violence Act S.4443 - Eastern Mediterranean Gateway Act S.4853 - United States-Israel Agriculture Cooperation Improvement and Expansion Act H.R.9087 - To direct the Secretary of State to take actions with respect to certain foreign affairs matters. S.4665 - The Barring Adversarial Networks and Notorious Extremist Destabilizers (BANNED) in Latin America Act H.R.425 - Repealing Big Brother Overreach Act S.4615 - Intelligence Authorization Act for Fiscal Year 2027 H.R. 7567 - Farm, Food, and National Security Act of 2026 S.____ - Agricultural Act of 2026 H.R.7587 - United States-Israel Agriculture Cooperation Improvement and Expansion Act

Client expense: Not reported · Firm income: $810,990

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Security Council (NSC), SENATE, State, Dept of (DOS), Treasury, Dept of

Repealing Big Brother Overreach Act - S. 100, H.R. 425.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support H.R. 5371 - Continuing Appropriations and Extensions Act, 2026 Supported S. 100/H.R. 425, the Repealing Big Brother Overreach Act, which would repeal the Corporate Transparency Act. Support Small Business Investment Act as included in H.R. 1. Support reforms that would limit the ability of credit card companies to raise processing fees on small businesses who accept credit cards for payment. Support Investor Accelerator Executive Order to reduce much of the burdensome red tape that often prevents investors and entrepreneurs from making their projects a reality. Support the nomination of Kevin Warsh to serve as the Chairman of the Federal Reserve.

Client expense: Not reported · Firm income: $5,250

Government targets: HOUSE OF REPRESENTATIVES, SENATE

SUPPORT THE FOLLOWING BILLS: - H.R.425, the Repealing Big Brother Overreach Act, which would repeal the Corporate Transparency Act.

Client expense: $10,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES

Implementation of the Corporate Transparency Act H.R. 425 & S. 100 - Repealing Big Brother Overreach Act

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

SUPPORT THE FOLLOWING BILLS: - H.R.425, the Repealing Big Brother Overreach Act, which would repeal the Corporate Transparency Act.

Client expense: $10,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES