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Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 5,674 other S bills in the 119th — cohort avg 32d
INvestor Democracy is EXpected Act or the INDEX Act This bill establishes guidelines for passively managed funds (e.g., index funds) that vote shares on behalf of fund investors in proxy shareholder votes. Under the bill, these funds generally must vote shares on a proportional basis according to instructions from fund investors. The bill establishes an exemption for routine matters and matters requiring approval of a majority of outstanding securities. Additionally, the bill establishes a safe harbor from these requirements for investment advisers.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (1)
2026 · third_quarter · Financial Institutions/Investments/Securities
Issues related to ETF regulation Issues related to municipal bonds and the structure of the municipal securities market Issues related to equity market structure matters Issues related to fund disclosure and investor experience, including providing for electronic delivery of fund information, and the Improving Disclosure for Investors Act (H.R. 2441, S. 1877) Issues related to corporate governance, including proxy process, and the INDEX Act (S.1670), and the Empowering Shareholders Act (H.R. 8265) Issues related to fixed income funds Issues related to index funds and index fund regulation Issues related to access to investment opportunities, including Trump Accounts Issues related to allowing collective investment trusts in 403(b) plans, including the Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424) Issues related to systemic risk regulation and non-bank financial intermediation including the FSOC Improvement Act (H.R.3682, S.3578) Issues related to the INVEST Act (H.R.3383)
Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: $510,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2026 · second_quarter · Financial Institutions/Investments/Securities
Issues related to ETF regulation Issues related to municipal bonds and the structure of the municipal securities market Issues related to equity market structure matters Issues related to fund disclosure and investor experience, including providing for electronic delivery of fund information, and the Improving Disclosure for Investors Act (H.R. 2441, S. 1877) Issues related to corporate governance, including proxy process, and the INDEX Act (S.1670), and the Empowering Shareholders Act (H.R. 8265) Issues related to fixed income funds Issues related to index funds and index fund regulation Issues related to access to investment opportunities Issues related to allowing collective investment trusts in 403(b) plans, including the Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424) Issues related to systemic risk regulation and non-bank financial intermediation including the FSOC Improvement Act (H.R.3682, S.3578) Issues related to the INVEST Act (H.R.3383)
Client expense: $670,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2026 · first_quarter · Financial Institutions/Investments/Securities
Issues related to ETF regulation Issues related to municipal bonds and the structure of the municipal securities market Issues related to equity market structure matters Issues related to fund disclosure and investor experience, including providing for electronic delivery of fund information, and the Improving Disclosure for Investors Act (H.R. 2441, S. 1877) Issues related to corporate governance, including proxy process, and the INDEX Act (S.1670) Issues related to fixed income funds Issues related to index funds and index fund regulation Issues related to access to investment opportunities Issues related to allowing collective investment trusts in 403(b) plans, including the Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424) Issues related to systemic risk regulation and non-bank financial intermediation including the FSOC Improvement Act (H.R.3682, S.3578) Issues related to the INVEST Act (H.R.3383)
Client expense: $610,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2025 · fourth_quarter · Financial Institutions/Investments/Securities
Issues related to ETF regulation Issues related to municipal bonds and the structure of the municipal securities market Issues related to equity market structure matters Issues related to fund disclosure and investor experience, including providing for electronic delivery of fund information, and the Improving Disclosure for Investors Act (H.R. 2441, S. 1877) Issues related to corporate governance, including proxy process, and the INDEX Act (S.1670) Issues related to fixed income funds Issues related to index funds and index fund regulation Issues related to access to investment opportunities Issues related to allowing collective investment trusts in 403(b) plans, including the Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424) Issues related to products and markets, including Foreign Investment Guardrails to Help Thwart China Act (H.R. 2246, S.1055), and the National Defense Authorization Act (S.1071) Issues related to systemic risk regulation and non-bank financial intermediation including the FSOC Improvement Act (H.R.3682) Issues related to the INVEST Act (H.R.3383)
Client expense: $650,000 · Firm income: Not reported
Government targets: Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2025 · third_quarter · Financial Institutions/Investments/Securities
Issues related to ETF regulation Issues related to municipal bonds and the structure of the municipal securities market Issues related to equity market structure matters Issues related to fund disclosure and investor experience, including providing for electronic delivery of fund information, and the Improving Disclosure for Investors Act (H.R. 2441, S. 1877) Issues related to corporate governance, including ESG and proxy process, including the INDEX Act (S.1670) Issues related to fixed income funds Issues related to index funds and index fund regulation Issues related to access to investment opportunities Issues related to allowing collective investment trusts in 403(b) plans, including the Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013, S. 424) Issues related to products and markets, including Foreign Investment Guardrails to Help Thwart China Act (H.R. 2246, S.1055) Issues related to systemic risk regulation and non-bank financial intermediation including the FSOC Improvement Act (H.R.3682)
Client expense: $520,000 · Firm income: Not reported
Government targets: Federal Energy Regulatory Commission (FERC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
| Republican |
| TX |
| John Kennedy | Republican | LA |
| Kevin Cramer | Republican | ND |
| Rick Scott | Republican | FL |
| Steve Daines | Republican | MT |
| Thom Tillis | Republican | NC |