IDeA Reauthorization Act of 2025

Federal Government Indirect Costs Proposals- includes funding for NIH, NSF, DOE, OMB and DOD IDeA Reauthorization Act (S. 2005) Office of Management and Budget Regulation for Federal Financial Assistance- provisions pertaining to changes in federal research grant awards

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE

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

H.R.2223: Building Capacity for Care Act: Grans and loan guarantees to build mental health facilities. S.931: Complete Care Act: Integrating Behavioral health care into primary care H.R. 1906:Rural Wellness Act: Grants for telemedicine to provide Access to care in rural communities S. 779/H.R. 1735: EARLY Minds Act allows States to use some Mental Health Block Grant funds towards prevention and early intervention activities. H.R. 1902: HERO Act allows for the collection of data on first responder suicides to better identify and treat PTSD and combat suicide. S. 665: Fatal Overdose Reduction Act of 2025 creates hubs to treat substance use disorders. H.R. 1305: Improving Measurements for Loneliness and Isolation Act of 2025 creates a working group to better understand and define loneliness and isolation. S. 600: Supporting Adopted Children and Families Act enhances pre and post adoption services. S. 454: Gambling Addiction Recovery, Investment, and Treatment Act creates grants for state to address gambling addiction. S. 266/H.R. 929: Dr. Lorna Breen Health Care Provider Protection Reauthorization Act continues education and awareness for mental health services. H.R. 2483: SUPPORT for Patients and Communities Reauthorization Act of 2025 extends and expands grants for serious mental illness and substance use disorder. Support for the inclusion of those with lived experience on the Make America Health Again (MAHA) Commission Support for staffing levels as of 1.1.25 at HHS and SAMHSA Support for Maternal Mental Health programs and funding Support for ending Medicare's 190-day lifetime limit on inpatient psychiatric care -- H.R. 1141: Gambling Addiction Recovery, Investment, and Treatment Act authorizes grants to states and research funding to address gambling addiction. H.R. 2044: Suicide Prevention Assistance Act establishes grants for primary care offices to provide self-harm and suicide prevention services. H.R. 2223: Building Capacity for Care Act provides financial support for developing mental health and substance use disorder treatment facilities. H.R. 2305: Corrections Officer Blake Schwarz Suicide Prevention Act of 2025 establishes a grant program to fund mental health screenings and referrals for corrections officer. H.R. 2587/S.1266: Youth Mental Health Research Act establishes a collaborative research initiative within the NIH to improve youth mental health. H.R. 2630: Youth Suicide Prevention Research Act expands research focus areas on childhood suicide to include adverse childhood experiences and toxic stress. H.R. 2904: Pursuing Equity in Mental Health Act authorizes federal grants for culturally competent research, outreach, provider training, and priority support for programs. H.R. 2936: Addressing Boarding and Crowding in the Emergency Department Act allows grants for tracking hospital bed capacity and introduces pilot programs for emergency care improvements. H.R. 2957: STRONG Support for Children Act of 2025 establishes programs aimed at preventing and mitigating childhood trauma through data analysis and strategy implementation. H.R. 3103: Health Share Transparency Act of 2025 requires health care sharing ministries to disclose financial and operational information to federal agencies and enrollees. H.R. 3130: FACTS Act establishes education and public health partnerships to prevent synthetic opioid misuse among youth. H.R. 3262: NURSE Act creates grants to increase school nurses in under-resourced schools. H.R. 3266: Mental Health Infrastructure Improvement Act of 2025 provides loans to expand and improve pediatric and adult mental health and substance use disorder treatment facilities. H.R. 3420: Words Matter Act of 2025 replacing outdated and stigmatizing terms related to intellectual disabilities with more respectful language. H.R. 3505: Barriers to Suicide Act of 2025 creates a grant program to install nets and barriers on infrastructures like bridges and railroads. H.R. 3520: STAND Against Emerging Opioids Act schedules tianeptine and its analogues as Schedule III controlled substances. H.R. 3601: National ACERT Grant Program Authorization Act establishes a new grant program focused on addressing adverse childhood experiences related to trauma exposure. H.R. 3689: TREAT Youth Act reauthorizes and increases funding for youth substance use prevention and recovery initiatives under the SUPPORT for Patients and Communities Act. H.R. 3743: Supporting Healthy Mothers and Infants Act of 2025 modernizes language for substance use disorder and expands nutrition education and outreach. S. 1056: Home-Based Telemental Health Care Act of 2025 establishes a grant program to improve mental health and substance use services for rural populations through telemental health care. S. 1062: Suicide Prevention Act establishes programs to enhance surveillance of self-harm and provide suicide prevention services in hospital emergency departments. S. 1074: Agricultural Access to Substance Use Disorder Treatment and Mental Health Care Act of 2025 requires a study on the accessibility of mental health and substance use disorder services for farmers and ranchers. S. 1261: CONNECT for Health Act of 2025 seeks to expand telehealth access by removing geographic restrictions. S. 1329/H.R. 2741: PEER Support Act supports and professionalizes peer support specialists and establishes an Office of Recovery. S. 139: FASD Respect Act reauthorize and extend the Fetal Alcohol Spectrum Disorders (FASD) Prevention and Services program. S. 1448: Pursuing Equity in Mental Health Act seeks to improve mental health services and reduce disparities for racial and ethnic minority youth through increased funding, research, and education initiatives. S. 1663/H.R. 3243: Therapeutic Fraud Prevention Act of 2025 prohibits commercial conversion therapy. S. 1673/H.R. 3260: Mental Health Improvement Act extends the authorization period for mental and behavioral health education and training grants. S. 1689/ H.R. 3316: Stop Mental Health Stigma in Our Communities Act of 2025 mandates the development of a national outreach and education strategy tailored to the cultural and linguistic needs of AANHPI populations. S. 1878: ATTAIN Mental Health Act creates an online dashboard to centralize public access to information about federal and state grants for mental health and substance use disorder programs. S. 473: SENIOR Act address loneliness among older adults by requiring screenings, coordinating services, and preparing a report on loneliness. S. 931/H.R. 2509: COMPLETE Care Act incentivizes behavioral health integration with primary care through increased payments and technical assistance. S.Res. 208: A resolution supporting the designation of May 10, 2025, as "National Asian American, Native Hawaiian, and Pacific Islander Mental Health Day." S.Res. 249/H.Res. 441: A resolution expressing support for the designation of May 2025 as "Mental Health Awareness Month." H.R. 3305. Barriers to Suicide Act: Creates a grant program to provide suicide barriers on bridges and other structures H.Res 542/S. 332: Expressing support for the designation of the month of June 2025 as National Post-traumatic stress Awareness Month and June 27, 2025 as National Post-traumatic Stress Awareness Day H.Res 671: Prioritizing Mental Health to the Same Degree as Physical Health to address the epidemics of suicide and drug overdose in the United States H.Res 697/ S. Res 385: Recognizing Suicide as a serious public health problem and supporting September as National Suicide Prevention Month and September 10 as World Suicide Prevention Day H.Res 764: Recognizing the continuing disparities in Black youth mental health and access to care H.R. 4400/S. 2282: Farmers First Act: reauthorizes and expands funding of the Farm Ranch Suicide Prevention Act. HR 4723/ S.2446: Mental Health For Latinos Act: Directs the development of a culturally tailored mental health outreach and education strategy for Hispanic and Latino Populations. S. 2556: Protecting Health Care and Lowering Costs Act: repeals recent health law changes, permanently expands ACA Tax Credits beyond 400% FPL, and sets a new sliding scale for premium contributions H.Res 684: A resolution expressing support for the designation of September 9, 2025, as National Firearms Suicide Prevention Day HR 5509/S 2903: The Safe Step Act: Creates a clear process to appeal step therapy process S.2826/H.R. 5434:The 988 LGBTQ+ Youth Access Act of 2025: Mandates that at least 9% of suicide prevention hotline funding be reserved for specialized services supporting LGBTQ + youth H.R. 1492: To Amend title XI of the Social Security Act to equalize the negotiation period between small molecule and biologic candidates under the Drug Price Negotiation Program H.R. 2085: The Mental Health Research Accelerator Act: establishes programs to speed up mental health research and innovations H.R. 3419: To Amend the Public Health Service Act to reauthorize the telehealth network and telehealth resource center grant program H.R. 4805: WINGS ACT: Requires a report on the long-term brain and mental health effects of military aviation. H.R. 5306: Gun Suicide Prevention Act of 2025: requires all firearms sold in the United States to display the suicide prevention lifeline label H.R. 5733: Community Mental Wellness Worker Training Act: establishes a grant program to train and certify community mental wellness workers H.R. 5859: Behavioral Health Crisis Care Centers Act: establishes a grant program to fund comprehensive, one stop crisis facilities H.R. 5861: Legacy Act of 2025 mandates a study on creating a secure, national system for storing and retrieving last wish documents. H.R. 6226 Latino Youth Mental Health Empowerment Act: Establish a Mental Health awareness campaign focused on Latino youth. H.R. 6817 To establish a home-based telemental health care grant program to increase mental health and substance use services for individuals in fishing, farming and forestry occupations H.Res. 792 Declaring a need for increased investment in youth mental Health and recognizing youth mental health day and youth suicide prevention day. S.2005 IDeA Reauthorization Act: Strengthens the NIH's Institutional Development Award Program S.2131/H.R. 5828 Dad's Matter Act: Requires a federal public awareness campaign and state guidance to promote fatherhood. S.2336: Halting the Epidemic of Addiction and Loss Act: Update grant program regulation and guidance to include all FDA opioid reversal agents, not just Naloxone S. 2825/H.R.5417 Health Access Innovation Act 2025: grant program to support faith and community-based organizations in addressing health inequities and chronic disease. S.3199 988 Lifeline Location Improvement Act: creates an advisory committee to study and recommend a solution for transmitting geolocation information with 988 calls. S. 3076 Nitazene Control Act: permanently classifies all nitazene opioids as schedule 1 Support for improving integrated care for those with Tardive Dyskinesia H.R. 6249: Addressing Addiction After Disasters Act expands federal disaster relief to include SUD and AUD services alongside mental health support. H.R. 6283: FOSTER Act expand opioid response grants and defines and supports kinship caregivers. H.R. 6396: Kid PROOF Act of 2025 expands grant eligibility and funding to support suicide and overdose prevention among youth. H.R. 6630: Expanding Mental Health Access for Cyber Command Personnel Act requires security-cleared behavioral health professionals to be assigned to Cyber Command locations. H.R. 6679: Tech Wellness for Young Men Act requires a study on the mental, social, and developmental impacts of screen addiction among young men. H.R. 6680: Tech Wellness for Men Act study on the economic, mental health, and social impacts of screen addiction among adult men. H.R. 6940: Hope Heals Act of 2026 requires an assessment amount Executive departments to enhance mental health. H.R. 7030: Securing Facilities for Mental Health Services Act expands access to federal mortgage insurance for all licensed hospitals, including mental health facilities. H.R. 7602: State of Men's Health Act requires a study on men's health disparities and establishes an Office of Men's Health. H.R. 8124: STOP Suicide Act creates a grant program to support evidence-based stabilization services for individuals with serious suicidal thoughts. H.R. 8149: Agricultural Access to Addiction and Mental Health Care Act mandates a study on improving access to addiction and mental health care for farmers and ranchers. H.R. 8160: Premenstrual Dysphoric Disorder Awareness and Research Act of 2026 expand research, raise awareness, improve provider education, and increase access to care for PMDD. H.R.8122: 9-8-8 Connect Act allocates $30 million for crisis center follow-up services. S. 3230: Family Caregiver Peer Support Act creates grants to expand in-person and virtual peer support programs for family caregivers. S. 3271: In-Home CARE Act authorizes grants to support family caregivers through home visiting programs. S. 3402: Ensuring Excellence in Mental Health Act expands and standardizes community behavioral health clinic services S. 3431: Improving Measurements for Loneliness and Isolation Act of 2025 establishes a working group to standardize how loneliness and isolation are defined and measured. S. 3461: RISE from Trauma Act authorizes expands and builds trauma-informed systems for youth and families affected by trauma, violence, and substance use. S. 3714: Family-to-Family Reauthorization Act of 2026 extends and specifies funding for family-to-family health information centers. S. 3840/H.R. 7496: Health Investment Zones Act of 2026 creates Health Investment Zones for incentives, grants, and support to reduce health disparities. S. 921: Tyler's Law requires a federal study and subsequent guidance on whether hospital emergency departments should routinely test for fentanyl in overdose cases. H.R. 7875: Providing Opportunities for Individuals in Need of Treatment and Support (POINTS) Act of 2026 expands prevention, treatment, and recovery services for individuals experiencing gambling addiction. S. 4001/H.R. 7828: Supplemental Security Income Restoration Act of 2026 modernizes SSI eligibility and benefit rules. ___ H.R. 7911: Dream's Caregiver Health and Wellness Act grant program for nonprofits to promote caregiver wellness through support services, mental health resources, and community-building initiatives H.R. 8201: Expanding Community Access to Health Services Act mandates that community health centers provide behavioral, mental health, and substance use disorder services as part of primary care H.R. 8209: To amend the Public Health Service Act to reauthorize the school-based health centers grant program. H.R. 8504: Rural Health Resilience Act of 2026 creates a federal loan and loan guarantee program to help financially distressed rural health centers maintain essential services and avoid closure H.R. 8743: SMART Kids Act requires the Surgeon General to develop and publish age-specific, evidence-based screen time recommendations for children H.R. 8961: Student Suicide Prevention Awareness Act of 2026 requires a coordinated public awareness campaign and updated, visible signage in schools about 988 H.R.8916: CHIERS Act of 2026 grants to fund free transportation services for vulnerable individuals to access substance use disorder treatment and supportive services H.Res.1290: Recognizing the significant and often overlooked behavioral health needs experienced by individuals and families affected by rare diseases, and for other purposes. H.Res.1327: Supporting the designation of May 2026 as "Borderline Personality Disorder Awareness Month" H.Res.1329: Expressing support for the designation of May 2026 as "Mental Health Awareness Month" S. 4149: Social Determinants for Moms Act creates a task force and grant program to coordinate and fund efforts addressing clinical and nonclinical factors contributing to maternal mortality and health disparities S. 4210/H.R. 8070: Child Suicide Prevention Act grant programs and educational initiatives to reduce suicide among individuals under 26 S. 4552: Moms Matter Act grant programs to expand maternal mental health and substance use disorder services S. 4640/H.R. 8122: 988 Connect Act expands funding and regulatory requirements to enhance follow-up care and accessibility for individuals using 988 S.Res. 710/H.Res. 1256: A resolution recognizing Maternal Mental Health Day to raise awareness about maternal mental health. S.Res. 727: A resolution supporting the designation of May 29, 2026, as "Mental Health Awareness in Agriculture Day" to raise awareness around mental health in the agricultural industry and workforce and to continue to reduce stigma associated with mental illness. S.Res.714: A resolution supporting the designation of May 10, 2026, as "National Asian American, Native Hawaiian, and Pacific Islander Mental Health Day"

H.R.9260, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2027, IDeA program IDeA program, generally S.2005, IDeA Reauthorization Act of 2025, Entirety

Client expense: Not reported · Firm income: $210,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.9260, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2027, IDeA program IDeA program, generally S.2005, IDeA Reauthorization Act of 2025, Entirety

Client expense: Not reported · Firm income: $210,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Federal Government Indirect Costs Proposals- includes funding for NIH, NSF, DOE, OMB and DOD IDeA Reauthorization Act (S. 2005) Small Business Innovation and Economic Security Act (S. 3971) Office of Management and Budget Regulation for Federal Financial Assistance- provisions pertaining to changes in federal research grant awards

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE

H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 1109, Litigation Transparency Act of 2025, and potential amendments thereto H.R. 1190/S. 577, Expanding Access to Capital for Rural Job Creators Act H.R. 1799, Financial Reporting Threshold Modernization Act H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 2675/S. 3180, Protecting Our Courts From Foreign Manipulation Act of 2025 H.R. 3301, ELEVATE Act of 2025 H.R. 3339, Equal Opportunity for All Investors Act of 2025 H.R. 3343, Greenlighting Growth Act of 2025 H.R. 3351, Improving Access to Small Business Information Act H.R. 3352, HALOS Act of 2025 H.R. 3381, Encouraging Public Offerings Act of 2025 H.R. 3382/S. 2924, Small Entity Update Act H.R. 3383/S. 3671, Increasing Investor Opportunities Act H.R. 3394, Fair Investment Opportunities for Professional Experts Act H.R. 3645, ACCESS Act of 2025 H.R. 3673, Small Business Investor Capital Access Act H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act H.R. 4171, Small Entrepreneurs Empowerment and Development (SEED) Act of 2025 H.R. 4429, Developing and Empowering Our Aspiring Leaders (DEAL) Act H.R. 4430, Expanding WKSI Eligibility Act H.R. 4431, Improving Capital Formation for Newcomers (ICAN) Act H.R. 6955, Main Street Capital Access Act H.R. 7056, Community Bank Regulatory Tailoring Act H.R. 7085, to repeal certain disclosure requirements related to conflict minerals H.R. 7127, Restoring Secondary Market Trading Act H.R. 7128, Terrorism Risk Insurance Act of 2026 S. 985, PROTECT USA Act S. 2934, Protecting Americans from Russian Litigation Act of 2025, and potential litigation funding issues thereunder S. 3826, Litigation Funding Transparency Act of 2026 Potential legislation similar to H.R. 448, Putting Investors First Act Potential legislation similar to H.R. 2590, Unlocking Capital for Small Business Act of 2023 Potential legislation similar to H.R. 2607, Improving Crowdfunding Opportunities Act, 2023 Potential legislation similar to H.R. 2622, to amend the Investment Advisers Act of 1940 to codify certain Securities and Exchange Commission no-action letters that exclude brokers and dealers compensated for certain research services from the definition of investment adviser Potential legislation similar to H.R. 2651, Regulation A+ Improvement Act of 2023 Potential legislation similar to H.R. 2799, the Investment Opportunity Expansion Act, 2023 Potential legislation similar to H.R. 4168/S. 2005, Mandatory Materiality Act Potential legislation similar to H.R. 4767, Protecting Americans Retirement Savings from Politics Act Potential legislation similar to H.R. 6623/S. 2068, Main Street Growth Act Potential legislation similar to S. 5139, Empowering Main Street in America Act (EMSAA) of 2024 Potential legislation to repeal the SECs Universal Proxy Rule of 2021 Potential legislation to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain rulemaking requirements Potential legislation to prevent the premature seizure of an individuals securities, digital assets, or investment accounts in the custody of a financial institution under State escheatment laws, and for other purposes Potential legislation to amend the definition of accredited investor to include individuals receiving advice from certain professionals, and for other purposes SEC Proposed Rule on the Enhancement and Standardization of Climate-Related Disclosures for Investors (87 Fed. Reg. 21,334-21,473, April 11, 2022) Various issues relating to potential housing finance reform legislation; Basel III Endgame Rule; issues related to the Export-Import Bank of the United States; European Unions (EU) Corporate Sustainability Due Diligence Directive (CSDDD); reauthorization of the U.S. International Development Finance Corporation; implementation of the One Big Beautiful Bill Act, (P.L. 119-21); implementation of Disapproving the rule submitted by the Bureau of Consumer Financial Protection relating to "Overdraft Lending: Very Large Financial Institutions" (P.L. No: 119-10); implementation of A joint resolution disapproving the rule submitted by the Bureau of Consumer Financial Protection relating to "Defining Larger Participants of a Market for General-Use Digital Consumer Payment Applications" (P.L. No: 119-11); proxy process and shareholder proposal system overseen by SEC; proxy process, proxy advisory firms, and other related aspects of corporate governance; FSOC Nonbank Guidance - request to restore the 2019 Guidance (July 14, 2025, letter to Treasury); reporting metrics of American companies under the EUs Corporate Sustainability Reporting Directive and Corporate Sustainability Due Diligence Directive; index fund passivity; reform to the function of the Public Company Accounting Oversight Board; rulemaking regarding corporate exemptions for shareholder proposals under SEC Rule 14a-8; rulemaking regarding reform to the proxy voting advice industry at the SEC; request for comment from SEC on potential revisions to executive compensation disclosure; request for comment from SEC on potential revisions to definition of Foreign Private Issuer; SEC Compliance and Disclosure Interpretations: Regulation 13D-G (February 11, 2025); potential policy affirming materiality as the standard for corporate disclosure at the SEC; Executive Order 14366, Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors; Executive Order 14330, Democratizing Access to Alternative Assets for 401(K) Investors; SEC Staff Review ADI 2025-16 on Registered Closed-End Funds of Private Funds (August 15, 2025); acquired fund fees and expenses mandate under Rule 12d1-4 (impact of AFFE on BDCs and inclusion of alternative assets in 401(K)s); potential policy from SEC on electronic delivery of investor disclosure information; capital formation policy to expand access to capital for small businesses, strengthen public markets, and increase opportunities for investors; oversight issues and potential legislation on third party litigation funding, including its national security implications; insurance related litigation; oversight of the federal judiciary regarding third party litigation funding

H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 1109, Litigation Transparency Act of 2025, and potential amendments thereto H.R. 1190/S. 577, Expanding Access to Capital for Rural Job Creators Act H.R. 1799, Financial Reporting Threshold Modernization Act H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 2675/S. 3180, Protecting Our Courts From Foreign Manipulation Act of 2025 H.R. 3301, ELEVATE Act of 2025 H.R. 3339, Equal Opportunity for All Investors Act of 2025 H.R. 3343, Greenlighting Growth Act of 2025 H.R. 3351, Improving Access to Small Business Information Act H.R. 3352, HALOS Act of 2025 H.R. 3381, Encouraging Public Offerings Act of 2025 H.R. 3382/S. 2924, Small Entity Update Act H.R. 3383/S. 3671, Increasing Investor Opportunities Act H.R. 3394, Fair Investment Opportunities for Professional Experts Act H.R. 3645, ACCESS Act of 2025 H.R. 3673, Small Business Investor Capital Access Act H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act H.R. 4171, Small Entrepreneurs Empowerment and Development (SEED) Act of 2025 H.R. 4429, Developing and Empowering Our Aspiring Leaders (DEAL) Act H.R. 4430, Expanding WKSI Eligibility Act H.R. 4431, Improving Capital Formation for Newcomers (ICAN) Act H.R. 6955, Main Street Capital Access Act H.R. 7056, Community Bank Regulatory Tailoring Act H.R. 7085, to repeal certain disclosure requirements related to conflict minerals H.R. 7127, Restoring Secondary Market Trading Act H.R. 7128, Terrorism Risk Insurance Act of 2026 S. 985, PROTECT USA Act S. 2934, Protecting Americans from Russian Litigation Act of 2025, and potential litigation funding issues thereunder S. 3826, Litigation Funding Transparency Act of 2026 Potential legislation similar to H.R. 448, Putting Investors First Act Potential legislation similar to H.R. 2590, Unlocking Capital for Small Business Act of 2023 Potential legislation similar to H.R. 2607, Improving Crowdfunding Opportunities Act, 2023 Potential legislation similar to H.R. 2622, to amend the Investment Advisers Act of 1940 to codify certain Securities and Exchange Commission no-action letters that exclude brokers and dealers compensated for certain research services from the definition of investment adviser Potential legislation similar to H.R. 2651, Regulation A+ Improvement Act of 2023 Potential legislation similar to H.R. 2799, the Investment Opportunity Expansion Act, 2023 Potential legislation similar to H.R. 4168/S. 2005, Mandatory Materiality Act Potential legislation similar to H.R. 4767, Protecting Americans Retirement Savings from Politics Act Potential legislation similar to H.R. 6623/S. 2068, Main Street Growth Act Potential legislation similar to S. 5139, Empowering Main Street in America Act (EMSAA) of 2024 Potential legislation to repeal the SECs Universal Proxy Rule of 2021 Potential legislation to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain rulemaking requirements Potential legislation to prevent the premature seizure of an individuals securities, digital assets, or investment accounts in the custody of a financial institution under State escheatment laws, and for other purposes Potential legislation to amend the definition of accredited investor to include individuals receiving advice from certain professionals, and for other purposes SEC Proposed Rule on the Enhancement and Standardization of Climate-Related Disclosures for Investors (87 Fed. Reg. 21,334-21,473, April 11, 2022) Various issues relating to potential housing finance reform legislation; Basel III Endgame Rule; issues related to the Export-Import Bank of the United States; European Unions (EU) Corporate Sustainability Due Diligence Directive (CSDDD); reauthorization of the U.S. International Development Finance Corporation; implementation of the One Big Beautiful Bill Act, (P.L. 119-21); implementation of Disapproving the rule submitted by the Bureau of Consumer Financial Protection relating to "Overdraft Lending: Very Large Financial Institutions" (P.L. No: 119-10); implementation of A joint resolution disapproving the rule submitted by the Bureau of Consumer Financial Protection relating to "Defining Larger Participants of a Market for General-Use Digital Consumer Payment Applications" (P.L. No: 119-11); proxy process and shareholder proposal system overseen by SEC; proxy process, proxy advisory firms, and other related aspects of corporate governance; FSOC Nonbank Guidance - request to restore the 2019 Guidance (July 14, 2025, letter to Treasury); reporting metrics of American companies under the EUs Corporate Sustainability Reporting Directive and Corporate Sustainability Due Diligence Directive; index fund passivity; reform to the function of the Public Company Accounting Oversight Board; rulemaking regarding corporate exemptions for shareholder proposals under SEC Rule 14a-8; rulemaking regarding reform to the proxy voting advice industry at the SEC; request for comment from SEC on potential revisions to executive compensation disclosure; request for comment from SEC on potential revisions to definition of Foreign Private Issuer; SEC Compliance and Disclosure Interpretations: Regulation 13D-G (February 11, 2025); potential policy affirming materiality as the standard for corporate disclosure at the SEC; Executive Order 14366, Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors; Executive Order 14330, Democratizing Access to Alternative Assets for 401(K) Investors; SEC Staff Review ADI 2025-16 on Registered Closed-End Funds of Private Funds (August 15, 2025); acquired fund fees and expenses mandate under Rule 12d1-4 (impact of AFFE on BDCs and inclusion of alternative assets in 401(K)s); potential policy from SEC on electronic delivery of investor disclosure information; capital formation policy to expand access to capital for small businesses, strengthen public markets, and increase opportunities for investors; oversight issues and potential legislation on third party litigation funding, including its national security implications; insurance related litigation; oversight of the federal judiciary regarding third party litigation funding

Public Law 119-75, Consolidated Appropriations Act, 2026, Division B - Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2026, IDeA program; and NIH Indirect costs Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2027, IDeA program IDeA program, generally S.2005, IDeA Reauthorization Act of 2025, Entirety

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Public Law 119-75, Consolidated Appropriations Act, 2026, Division B - Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2026, IDeA program; and NIH Indirect costs Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2027, IDeA program IDeA program, generally S.2005, IDeA Reauthorization Act of 2025, Entirety

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Federal Government Indirect Costs Proposals- includes funding for NIH, NSF, DOE, OMB and DOD IDeA Reauthorization Act (S. 2005) Small Business Innovation and Economic Security Act (S. 3971)

Client expense: $70,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.2223: Building Capacity for Care Act: Grans and loan guarantees to build mental health facilities. S.931: Complete Care Act: Integrating Behavioral health care into primary care H.R. 1906:Rural Wellness Act: Grants for telemedicine to provide Access to care in rural communities S. 779/H.R. 1735: EARLY Minds Act allows States to use some Mental Health Block Grant funds towards prevention and early intervention activities. H.R. 1902: HERO Act allows for the collection of data on first responder suicides to better identify and treat PTSD and combat suicide. S. 665: Fatal Overdose Reduction Act of 2025 creates hubs to treat substance use disorders. H.R. 1305: Improving Measurements for Loneliness and Isolation Act of 2025 creates a working group to better understand and define loneliness and isolation. S. 600: Supporting Adopted Children and Families Act enhances pre and post adoption services. S. 454: Gambling Addiction Recovery, Investment, and Treatment Act creates grants for state to address gambling addiction. S. 266/H.R. 929: Dr. Lorna Breen Health Care Provider Protection Reauthorization Act continues education and awareness for mental health services. H.R. 2483: SUPPORT for Patients and Communities Reauthorization Act of 2025 extends and expands grants for serious mental illness and substance use disorder. Support for the inclusion of those with lived experience on the Make America Health Again (MAHA) Commission Support for staffing levels as of 1.1.25 at HHS and SAMHSA Support for Maternal Mental Health programs and funding Support for ending Medicare's 190-day lifetime limit on inpatient psychiatric care -- H.R. 1141: Gambling Addiction Recovery, Investment, and Treatment Act authorizes grants to states and research funding to address gambling addiction. H.R. 2044: Suicide Prevention Assistance Act establishes grants for primary care offices to provide self-harm and suicide prevention services. H.R. 2223: Building Capacity for Care Act provides financial support for developing mental health and substance use disorder treatment facilities. H.R. 2305: Corrections Officer Blake Schwarz Suicide Prevention Act of 2025 establishes a grant program to fund mental health screenings and referrals for corrections officer. H.R. 2587/S.1266: Youth Mental Health Research Act establishes a collaborative research initiative within the NIH to improve youth mental health. H.R. 2630: Youth Suicide Prevention Research Act expands research focus areas on childhood suicide to include adverse childhood experiences and toxic stress. H.R. 2904: Pursuing Equity in Mental Health Act authorizes federal grants for culturally competent research, outreach, provider training, and priority support for programs. H.R. 2936: Addressing Boarding and Crowding in the Emergency Department Act allows grants for tracking hospital bed capacity and introduces pilot programs for emergency care improvements. H.R. 2957: STRONG Support for Children Act of 2025 establishes programs aimed at preventing and mitigating childhood trauma through data analysis and strategy implementation. H.R. 3103: Health Share Transparency Act of 2025 requires health care sharing ministries to disclose financial and operational information to federal agencies and enrollees. H.R. 3130: FACTS Act establishes education and public health partnerships to prevent synthetic opioid misuse among youth. H.R. 3262: NURSE Act creates grants to increase school nurses in under-resourced schools. H.R. 3266: Mental Health Infrastructure Improvement Act of 2025 provides loans to expand and improve pediatric and adult mental health and substance use disorder treatment facilities. H.R. 3420: Words Matter Act of 2025 replacing outdated and stigmatizing terms related to intellectual disabilities with more respectful language. H.R. 3505: Barriers to Suicide Act of 2025 creates a grant program to install nets and barriers on infrastructures like bridges and railroads. H.R. 3520: STAND Against Emerging Opioids Act schedules tianeptine and its analogues as Schedule III controlled substances. H.R. 3601: National ACERT Grant Program Authorization Act establishes a new grant program focused on addressing adverse childhood experiences related to trauma exposure. H.R. 3689: TREAT Youth Act reauthorizes and increases funding for youth substance use prevention and recovery initiatives under the SUPPORT for Patients and Communities Act. H.R. 3743: Supporting Healthy Mothers and Infants Act of 2025 modernizes language for substance use disorder and expands nutrition education and outreach. S. 1056: Home-Based Telemental Health Care Act of 2025 establishes a grant program to improve mental health and substance use services for rural populations through telemental health care. S. 1062: Suicide Prevention Act establishes programs to enhance surveillance of self-harm and provide suicide prevention services in hospital emergency departments. S. 1074: Agricultural Access to Substance Use Disorder Treatment and Mental Health Care Act of 2025 requires a study on the accessibility of mental health and substance use disorder services for farmers and ranchers. S. 1261: CONNECT for Health Act of 2025 seeks to expand telehealth access by removing geographic restrictions. S. 1329/H.R. 2741: PEER Support Act supports and professionalizes peer support specialists and establishes an Office of Recovery. S. 139: FASD Respect Act reauthorize and extend the Fetal Alcohol Spectrum Disorders (FASD) Prevention and Services program. S. 1448: Pursuing Equity in Mental Health Act seeks to improve mental health services and reduce disparities for racial and ethnic minority youth through increased funding, research, and education initiatives. S. 1663/H.R. 3243: Therapeutic Fraud Prevention Act of 2025 prohibits commercial conversion therapy. S. 1673/H.R. 3260: Mental Health Improvement Act extends the authorization period for mental and behavioral health education and training grants. S. 1689/ H.R. 3316: Stop Mental Health Stigma in Our Communities Act of 2025 mandates the development of a national outreach and education strategy tailored to the cultural and linguistic needs of AANHPI populations. S. 1878: ATTAIN Mental Health Act creates an online dashboard to centralize public access to information about federal and state grants for mental health and substance use disorder programs. S. 473: SENIOR Act address loneliness among older adults by requiring screenings, coordinating services, and preparing a report on loneliness. S. 931/H.R. 2509: COMPLETE Care Act incentivizes behavioral health integration with primary care through increased payments and technical assistance. S.Res. 208: A resolution supporting the designation of May 10, 2025, as "National Asian American, Native Hawaiian, and Pacific Islander Mental Health Day." S.Res. 249/H.Res. 441: A resolution expressing support for the designation of May 2025 as "Mental Health Awareness Month." H.R. 3305. Barriers to Suicide Act: Creates a grant program to provide suicide barriers on bridges and other structures H.Res 542/S. 332: Expressing support for the designation of the month of June 2025 as National Post-traumatic stress Awareness Month and June 27, 2025 as National Post-traumatic Stress Awareness Day H.Res 671: Prioritizing Mental Health to the Same Degree as Physical Health to address the epidemics of suicide and drug overdose in the United States H.Res 697/ S. Res 385: Recognizing Suicide as a serious public health problem and supporting September as National Suicide Prevention Month and September 10 as World Suicide Prevention Day H.Res 764: Recognizing the continuing disparities in Black youth mental health and access to care H.R. 4400/S. 2282: Farmers First Act: reauthorizes and expands funding of the Farm Ranch Suicide Prevention Act. HR 4723/ S.2446: Mental Health For Latinos Act: Directs the development of a culturally tailored mental health outreach and education strategy for Hispanic and Latino Populations. S. 2556: Protecting Health Care and Lowering Costs Act: repeals recent health law changes, permanently expands ACA Tax Credits beyond 400% FPL, and sets a new sliding scale for premium contributions H.Res 684: A resolution expressing support for the designation of September 9, 2025, as National Firearms Suicide Prevention Day HR 5509/S 2903: The Safe Step Act: Creates a clear process to appeal step therapy process S.2826/H.R. 5434:The 988 LGBTQ+ Youth Access Act of 2025: Mandates that at least 9% of suicide prevention hotline funding be reserved for specialized services supporting LGBTQ + youth H.R. 1492: To Amend title XI of the Social Security Act to equalize the negotiation period between small molecule and biologic candidates under the Drug Price Negotiation Program H.R. 2085: The Mental Health Research Accelerator Act: establishes programs to speed up mental health research and innovations H.R. 3419: To Amend the Public Health Service Act to reauthorize the telehealth network and telehealth resource center grant program H.R. 4805: WINGS ACT: Requires a report on the long-term brain and mental health effects of military aviation. H.R. 5306: Gun Suicide Prevention Act of 2025: requires all firearms sold in the United States to display the suicide prevention lifeline label H.R. 5733: Community Mental Wellness Worker Training Act: establishes a grant program to train and certify community mental wellness workers H.R. 5859: Behavioral Health Crisis Care Centers Act: establishes a grant program to fund comprehensive, one stop crisis facilities H.R. 5861: Legacy Act of 2025 mandates a study on creating a secure, national system for storing and retrieving last wish documents. H.R. 6226 Latino Youth Mental Health Empowerment Act: Establish a Mental Health awareness campaign focused on Latino youth. H.R. 6817 To establish a home-based telemental health care grant program to increase mental health and substance use services for individuals in fishing, farming and forestry occupations H.Res. 792 Declaring a need for increased investment in youth mental Health and recognizing youth mental health day and youth suicide prevention day. S.2005 IDeA Reauthorization Act: Strengthens the NIH's Institutional Development Award Program S.2131/H.R. 5828 Dad's Matter Act: Requires a federal public awareness campaign and state guidance to promote fatherhood. S.2336: Halting the Epidemic of Addiction and Loss Act: Update grant program regulation and guidance to include all FDA opioid reversal agents, not just Naloxone S. 2825/H.R.5417 Health Access Innovation Act 2025: grant program to support faith and community-based organizations in addressing health inequities and chronic disease. S.3199 988 Lifeline Location Improvement Act: creates an advisory committee to study and recommend a solution for transmitting geolocation information with 988 calls. S. 3076 Nitazene Control Act: permanently classifies all nitazene opioids as schedule 1 Support for improving integrated care for those with Tardive Dyskinesia H.R. 6249: Addressing Addiction After Disasters Act expands federal disaster relief to include SUD and AUD services alongside mental health support. H.R. 6283: FOSTER Act expand opioid response grants and defines and supports kinship caregivers. H.R. 6396: Kid PROOF Act of 2025 expands grant eligibility and funding to support suicide and overdose prevention among youth. H.R. 6630: Expanding Mental Health Access for Cyber Command Personnel Act requires security-cleared behavioral health professionals to be assigned to Cyber Command locations. H.R. 6679: Tech Wellness for Young Men Act requires a study on the mental, social, and developmental impacts of screen addiction among young men. H.R. 6680: Tech Wellness for Men Act study on the economic, mental health, and social impacts of screen addiction among adult men. H.R. 6940: Hope Heals Act of 2026 requires an assessment amount Executive departments to enhance mental health. H.R. 7030: Securing Facilities for Mental Health Services Act expands access to federal mortgage insurance for all licensed hospitals, including mental health facilities. H.R. 7602: State of Men's Health Act requires a study on men's health disparities and establishes an Office of Men's Health. H.R. 8124: STOP Suicide Act creates a grant program to support evidence-based stabilization services for individuals with serious suicidal thoughts. H.R. 8149: Agricultural Access to Addiction and Mental Health Care Act mandates a study on improving access to addiction and mental health care for farmers and ranchers. H.R. 8160: Premenstrual Dysphoric Disorder Awareness and Research Act of 2026 expand research, raise awareness, improve provider education, and increase access to care for PMDD. H.R.8122: 9-8-8 Connect Act allocates $30 million for crisis center follow-up services. S. 3230: Family Caregiver Peer Support Act creates grants to expand in-person and virtual peer support programs for family caregivers. S. 3271: In-Home CARE Act authorizes grants to support family caregivers through home visiting programs. S. 3402: Ensuring Excellence in Mental Health Act expands and standardizes community behavioral health clinic services S. 3431: Improving Measurements for Loneliness and Isolation Act of 2025 establishes a working group to standardize how loneliness and isolation are defined and measured. S. 3461: RISE from Trauma Act authorizes expands and builds trauma-informed systems for youth and families affected by trauma, violence, and substance use. S. 3714: Family-to-Family Reauthorization Act of 2026 extends and specifies funding for family-to-family health information centers. S. 3840/H.R. 7496: Health Investment Zones Act of 2026 creates Health Investment Zones for incentives, grants, and support to reduce health disparities. S. 921: Tyler's Law requires a federal study and subsequent guidance on whether hospital emergency departments should routinely test for fentanyl in overdose cases. H.R. 7875: Providing Opportunities for Individuals in Need of Treatment and Support (POINTS) Act of 2026 expands prevention, treatment, and recovery services for individuals experiencing gambling addiction. S. 4001/H.R. 7828: Supplemental Security Income Restoration Act of 2026 modernizes SSI eligibility and benefit rules.

H.R.2223: Building Capacity for Care Act: Grans and loan guarantees to build mental health facilities. S.931: Complete Care Act: Integrating Behavioral health care into primary care H.R. 1906:Rural Wellness Act: Grants for telemedicine to provide Access to care in rural communities S. 779/H.R. 1735: EARLY Minds Act allows States to use some Mental Health Block Grant funds towards prevention and early intervention activities. H.R. 1902: HERO Act allows for the collection of data on first responder suicides to better identify and treat PTSD and combat suicide. S. 665: Fatal Overdose Reduction Act of 2025 creates hubs to treat substance use disorders. H.R. 1305: Improving Measurements for Loneliness and Isolation Act of 2025 creates a working group to better understand and define loneliness and isolation. S. 600: Supporting Adopted Children and Families Act enhances pre and post adoption services. S. 454: Gambling Addiction Recovery, Investment, and Treatment Act creates grants for state to address gambling addiction. S. 266/H.R. 929: Dr. Lorna Breen Health Care Provider Protection Reauthorization Act continues education and awareness for mental health services. H.R. 2483: SUPPORT for Patients and Communities Reauthorization Act of 2025 extends and expands grants for serious mental illness and substance use disorder. Support for the inclusion of those with lived experience on the Make America Health Again (MAHA) Commission Support for staffing levels as of 1.1.25 at HHS and SAMHSA Support for Maternal Mental Health programs and funding Support for ending Medicare's 190-day lifetime limit on inpatient psychiatric care -- H.R. 1141: Gambling Addiction Recovery, Investment, and Treatment Act authorizes grants to states and research funding to address gambling addiction. H.R. 2044: Suicide Prevention Assistance Act establishes grants for primary care offices to provide self-harm and suicide prevention services. H.R. 2223: Building Capacity for Care Act provides financial support for developing mental health and substance use disorder treatment facilities. H.R. 2305: Corrections Officer Blake Schwarz Suicide Prevention Act of 2025 establishes a grant program to fund mental health screenings and referrals for corrections officer. H.R. 2587/S.1266: Youth Mental Health Research Act establishes a collaborative research initiative within the NIH to improve youth mental health. H.R. 2630: Youth Suicide Prevention Research Act expands research focus areas on childhood suicide to include adverse childhood experiences and toxic stress. H.R. 2904: Pursuing Equity in Mental Health Act authorizes federal grants for culturally competent research, outreach, provider training, and priority support for programs. H.R. 2936: Addressing Boarding and Crowding in the Emergency Department Act allows grants for tracking hospital bed capacity and introduces pilot programs for emergency care improvements. H.R. 2957: STRONG Support for Children Act of 2025 establishes programs aimed at preventing and mitigating childhood trauma through data analysis and strategy implementation. H.R. 3103: Health Share Transparency Act of 2025 requires health care sharing ministries to disclose financial and operational information to federal agencies and enrollees. H.R. 3130: FACTS Act establishes education and public health partnerships to prevent synthetic opioid misuse among youth. H.R. 3262: NURSE Act creates grants to increase school nurses in under-resourced schools. H.R. 3266: Mental Health Infrastructure Improvement Act of 2025 provides loans to expand and improve pediatric and adult mental health and substance use disorder treatment facilities. H.R. 3420: Words Matter Act of 2025 replacing outdated and stigmatizing terms related to intellectual disabilities with more respectful language. H.R. 3505: Barriers to Suicide Act of 2025 creates a grant program to install nets and barriers on infrastructures like bridges and railroads. H.R. 3520: STAND Against Emerging Opioids Act schedules tianeptine and its analogues as Schedule III controlled substances. H.R. 3601: National ACERT Grant Program Authorization Act establishes a new grant program focused on addressing adverse childhood experiences related to trauma exposure. H.R. 3689: TREAT Youth Act reauthorizes and increases funding for youth substance use prevention and recovery initiatives under the SUPPORT for Patients and Communities Act. H.R. 3743: Supporting Healthy Mothers and Infants Act of 2025 modernizes language for substance use disorder and expands nutrition education and outreach. S. 1056: Home-Based Telemental Health Care Act of 2025 establishes a grant program to improve mental health and substance use services for rural populations through telemental health care. S. 1062: Suicide Prevention Act establishes programs to enhance surveillance of self-harm and provide suicide prevention services in hospital emergency departments. S. 1074: Agricultural Access to Substance Use Disorder Treatment and Mental Health Care Act of 2025 requires a study on the accessibility of mental health and substance use disorder services for farmers and ranchers. S. 1261: CONNECT for Health Act of 2025 seeks to expand telehealth access by removing geographic restrictions. S. 1329/H.R. 2741: PEER Support Act supports and professionalizes peer support specialists and establishes an Office of Recovery. S. 139: FASD Respect Act reauthorize and extend the Fetal Alcohol Spectrum Disorders (FASD) Prevention and Services program. S. 1448: Pursuing Equity in Mental Health Act seeks to improve mental health services and reduce disparities for racial and ethnic minority youth through increased funding, research, and education initiatives. S. 1663/H.R. 3243: Therapeutic Fraud Prevention Act of 2025 prohibits commercial conversion therapy. S. 1673/H.R. 3260: Mental Health Improvement Act extends the authorization period for mental and behavioral health education and training grants. S. 1689/ H.R. 3316: Stop Mental Health Stigma in Our Communities Act of 2025 mandates the development of a national outreach and education strategy tailored to the cultural and linguistic needs of AANHPI populations. S. 1878: ATTAIN Mental Health Act creates an online dashboard to centralize public access to information about federal and state grants for mental health and substance use disorder programs. S. 473: SENIOR Act address loneliness among older adults by requiring screenings, coordinating services, and preparing a report on loneliness. S. 931/H.R. 2509: COMPLETE Care Act incentivizes behavioral health integration with primary care through increased payments and technical assistance. S.Res. 208: A resolution supporting the designation of May 10, 2025, as "National Asian American, Native Hawaiian, and Pacific Islander Mental Health Day." S.Res. 249/H.Res. 441: A resolution expressing support for the designation of May 2025 as "Mental Health Awareness Month." H.R. 3305. Barriers to Suicide Act: Creates a grant program to provide suicide barriers on bridges and other structures H.Res 542/S. 332: Expressing support for the designation of the month of June 2025 as National Post-traumatic stress Awareness Month and June 27, 2025 as National Post-traumatic Stress Awareness Day H.Res 671: Prioritizing Mental Health to the Same Degree as Physical Health to address the epidemics of suicide and drug overdose in the United States H.Res 697/ S. Res 385: Recognizing Suicide as a serious public health problem and supporting September as National Suicide Prevention Month and September 10 as World Suicide Prevention Day H.Res 764: Recognizing the continuing disparities in Black youth mental health and access to care H.R. 4400/S. 2282: Farmers First Act: reauthorizes and expands funding of the Farm Ranch Suicide Prevention Act. HR 4723/ S.2446: Mental Health For Latinos Act: Directs the development of a culturally tailored mental health outreach and education strategy for Hispanic and Latino Populations. S. 2556: Protecting Health Care and Lowering Costs Act: repeals recent health law changes, permanently expands ACA Tax Credits beyond 400% FPL, and sets a new sliding scale for premium contributions H.Res 684: A resolution expressing support for the designation of September 9, 2025, as National Firearms Suicide Prevention Day HR 5509/S 2903: The Safe Step Act: Creates a clear process to appeal step therapy process S.2826/H.R. 5434:The 988 LGBTQ+ Youth Access Act of 2025: Mandates that at least 9% of suicide prevention hotline funding be reserved for specialized services supporting LGBTQ + youth H.R. 1492: To Amend title XI of the Social Security Act to equalize the negotiation period between small molecule and biologic candidates under the Drug Price Negotiation Program H.R. 2085: The Mental Health Research Accelerator Act: establishes programs to speed up mental health research and innovations H.R. 3419: To Amend the Public Health Service Act to reauthorize the telehealth network and telehealth resource center grant program H.R. 4805: WINGS ACT: Requires a report on the long-term brain and mental health effects of military aviation. H.R. 5306: Gun Suicide Prevention Act of 2025: requires all firearms sold in the United States to display the suicide prevention lifeline label H.R. 5733: Community Mental Wellness Worker Training Act: establishes a grant program to train and certify community mental wellness workers H.R. 5859: Behavioral Health Crisis Care Centers Act: establishes a grant program to fund comprehensive, one stop crisis facilities H.R. 5861: Legacy Act of 2025 mandates a study on creating a secure, national system for storing and retrieving last wish documents. H.R. 6226 Latino Youth Mental Health Empowerment Act: Establish a Mental Health awareness campaign focused on Latino youth. H.R. 6817 To establish a home-based telemental health care grant program to increase mental health and substance use services for individuals in fishing, farming and forestry occupations H.Res. 792 Declaring a need for increased investment in youth mental Health and recognizing youth mental health day and youth suicide prevention day. S.2005 IDeA Reauthorization Act: Strengthens the NIH's Institutional Development Award Program S.2131/H.R. 5828 Dad's Matter Act: Requires a federal public awareness campaign and state guidance to promote fatherhood. S.2336: Halting the Epidemic of Addiction and Loss Act: Update grant program regulation and guidance to include all FDA opioid reversal agents, not just Naloxone S. 2825/H.R.5417 Health Access Innovation Act 2025: grant program to support faith and community-based organizations in addressing health inequities and chronic disease. S.3199 988 Lifeline Location Improvement Act: creates an advisory committee to study and recommend a solution for transmitting geolocation information with 988 calls. S. 3076 Nitazene Control Act: permanently classifies all nitazene opioids as schedule 1 Support for improving integrated care for those with Tardive Dyskinesia

H.R. 145, Risk Disclosure and Investor Attestation Act H.R. 654, Taking Account of Bureaucrats Spending (TABS) Act of 2025 H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 1109, Litigation Transparency Act of 2025 H.R. 1190/S. 577, Expanding Access to Capital for Rural Job Creators Act H.R. 1827/S. 847, Child Care Availability and Affordability Act H.R. 1900, Bank Failure Prevention Act of 2025 H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 2675/S. 3180, Protecting Our Courts From Foreign Manipulation Act of 2025 H.R. 2702/S. 875, Financial Integrity and Regulation Management (FIRM) Act H.R. 3230, Financial Institution Regulatory Tailoring Enhancement Act H.R. 3301, ELEVATE Act of 2025 H.R. 3323, Helping Startups Continue to Grow Act H.R. 3339, Equal Opportunity for Investors Act of 2025 H.R. 3343, Greenlighting Growth Act of 2025 H.R. 3348, Accredited Investor Definition Review Act H.R. 3351, Improving Access to Small Business Information Act H.R. 3352, HALOS Act of 2025 H.R. 3357, Enhancing Multi-Class Share Disclosures Act H.R. 3379, HUMPS Act of 2025 H.R. 3380, TAILOR Act of 2025 H.R. 3381, Encouraging Public Offerings Act of 2025 H.R. 3382/S. 2924, Small Entity Update Act H.R. 3383, Increasing Investor Opportunities Act H.R. 3390, Bringing the Discount Window into the 21st Century Act H.R. 3394, Fair Investment Opportunities for Professional Experts Act H.R. 3395, Middle Market IPO Cost Act H.R. 3422, Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 3446, The FDIC Board Accountability Act H.R. 3645, ACCESS Act of 2025 H.R. 3672, Securities Research Modernization Act H.R. 3673, Small Business Investor Capital Access Act H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act H.R. 4429, Developing and Empowering Our Aspiring Leaders (DEAL) Act H.R. 4430, Expanding WKSI Eligibility Act H.R. 4431, Improving Capital Formation for Newcomers (ICAN) Act H.R. 4437, Supervisory Modifications for Appropriate Risk-based Testing (SMART) Act of 2025 H.R. 4478, Tailored Regulatory Updates for Supervisory Testing (TRUST) Act of 2025 H.R. 5291/S. 2663, Merchant Banking Modernization Act S. 985, PROTECT USA Act S. 1605, International Competition for American Jobs Act H.J.Res. 74/S.J.Res. 36, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Consumer Financial Protection relating to "Prohibition on Creditors and Consumer Reporting Agencies Concerning Medical Information (Regulation V)" Potential legislation similar to H.R. 448, Putting Investors First Act Potential legislation similar to H.R. 2590, Unlocking Capital for Small Business Act of 2023 Potential legislation similar to H.R. 2607, Improving Crowdfunding Opportunities Act, 2023 Potential legislation similar to H.R. 2609, Small Entrepreneur Empowerment and Development Act of 2023 Potential legislation similar to H.R. 2622, to amend the Investment Advisers Act of 1940 to codify certain Securities and Exchange Commission no-action letters that exclude brokers and dealers compensated for certain research services from the definition of investment adviser Potential legislation similar to H.R. 2651, Regulation A+ Improvement Act of 2023 Potential legislation similar to H.R. 2790, the Improving Capital Allocation for Newcomers Act of 2021 Potential legislation similar to H.R. 2799, the Investment Opportunity Expansion Act, 2023 Potential legislation similar to H.R. 4168/S. 2005, Mandatory Materiality Act Potential legislation similar to H.R. 4767, Protecting Americans Retirement Savings from Politics Act Potential legislation similar to H.R. 5488/S. 2805, Protecting Our Courts from Foreign Manipulation Act of 2023 Potential legislation similar to H.R. 6623/S. 2068, Main Street Growth Act Potential legislation to repeal the SECs Universal Proxy Rule of 2021 Potential legislation to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain rulemaking requirements SEC Proposed Rule on the Enhancement and Standardization of Climate-Related Disclosures for Investors (87 Fed. Reg. 21,334-21,473, April 11, 2022) Proposed Rule, Consumer Financial Protection Bureau; Protecting Americans from Harmful Data Broker Practices (Regulation V) (89 Fed. Reg. 101,402, December 13, 2024) Various issues relating to SEC Best Interest and Enhancing Investment Adviser Regulation relating to broker-dealers, registered investment advisers, conflicts of interest; potential federal preemption of state fiduciary standards; CFTCs de minimis Exception for Swap Dealers; Securities and Exchange Commission amendments to the Commissioners whistleblower rules file no. S7-16-18; proxy process, proxy advisory firms, and other related aspects of corporate governance; corporate common ownership; adoption of the current expected credit loss (CECL) accounting standard; role of credit reporting agencies (CRAs) in the U.S. economy; debt collection practices (regulation F) under the Fair Debt Collection Practices Act (P.L. 95-109); qualified mortgage definition under the Truth in Lending Act (P.L. 90-321) (Regulation Z); Financial Stability Oversight Council activities, including the approach to and designation of systemic importance and risk of nonbank financial companies and firms; Federal Reserve Systems Large Institution Supervision Coordinating Committee; potential housing finance reform legislation; enforcement of Securities and Exchange Commission penalties; federal interest rate authority; Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) reform; electronic consent-based SSN Verification Service (eCBSV); environmental, social, and governance (ESG) enforcement; information collection under the Community Reinvestment Act (CRA) (P.L. 95-128); potential Financial Transaction Tax (FTT); potential Treasury Department proposal relating to tax reporting by banks; investment company cross trading; potential money market fund reform measures; transition to the secured overnight financing rate; implementation of SEC Rule 15c2-11; Department of Labor fiduciary advice exemption: PTE 2020-02; modernization of the Credit Repair Organizations Act (enacted as Title IV of the Consumer Credit Protection Act, P.L. 90-321); Internal Revenue Service Priority Guidance Plan; Financial Accounting Standards Board improvements to income tax disclosures; Climate-Related Financial Risk Management for Large Banks; Consumer Financial Protection Bureau (CFPB) regulatory sandbox for disclosures; CFPB Policy Fellowship program; CFPB amendment of its Supervision and Examination Manual; CFPB conflation of Distinct Statutory Concepts of Unfairness and Discrimination; CFPB Small Business Advisory Review Panels Rulemaking on Personal Financial Data Rights; CFPB implementation of the Small Business Lending Data Collection Rule (the 1071 Rule); SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting (File Number S7-26-22); Federal Deposit Insurance Corporation Proposal on Corporate Governance and Risk Management; Basel III Endgame Rule; FDIC Monitoring of Investment Funds Passivity Agreements; issues related to the Export-Import Bank of the United States; European Unions (EU) Corporate Sustainability Due Diligence Directive (CSDDD); Consumer Financial Protection Circular 2024-05, Improper Overdraft Opt-In Practices; Executive Order 14036, Promoting Competition in the American Economy; recommendations for Securities and Exchange Commission regulatory agenda; reforming SEC Rule 14a-8; FSOC restoration of 2019 Guidance governing the designation of nonbank financial institutions; reauthorization of the U.S. International Development Finance Corporation; implementation of the One Big Beautiful Bill Act, (P.L. 119-21); implementation of Disapproving the rule submitted by the Bureau of Consumer Financial Protection relating to "Overdraft Lending: Very Large Financial Institutions" (P.L. No: 119-10); implementation of A joint resolution disapproving the rule submitted by the Bureau of Consumer Financial Protection relating to "Defining Larger Participants of a Market for General-Use Digital Consumer Payment Applications" (P.L. 119-11); proxy process and shareholder proposal system overseen by SEC; FSOC Nonbank Guidance - request to restore the 2019 Guidance (July 14, 2025, letter to Treasury); reporting metrics of American companies under the EUs Corporate Sustainability Reporting Directive and Corporate Sustainability Due Diligence Directive; index fund passivity; reform to the function of the Public Company Accounting Oversight Board; rulemaking regarding corporate exemptions for shareholder proposals under SEC Rule 14a-8; rulemaking regarding reform to the proxy voting advice industry at the SEC; request for comment from SEC on potential revisions to executive compensation disclosure; request for comment from SEC on potential revisions to definition of Foreign Private Issuer; SEC Compliance and Disclosure Interpretations: Regulation 13D-G (February 11, 2025); potential policy affirming materiality as the standard for corporate disclosure at the SEC; Executive Order 14366, Protecting American Investors from Foreign-Owned and Politically-Motivated Proxy Advisors; Executive Order 14330, Democratizing Access to Alternative Assets for 401(K) Investors; SEC Staff Review ADI 2025-16 on Registered Closed-End Funds of Private Funds (August 15, 2025); acquired fund fees and expenses mandate under Rule 12d1-4 (impact of AFFE on BDCs and inclusion of alternative assets in 401(K)s); potential policy from SEC on electronic delivery of investor disclosure information; oversight issues and potential legislation on third party litigation funding, including its national security implications

H.R.5304/S.2587, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, FY2026, IDeA program; and Indirect costs; and NIH Indirect costs IDeA program, generally S.2005, IDeA Reauthorization Act of 2025, Entirety

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

Government targets: SENATE

H.R.5304/S.2587, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, FY2026, IDeA program; and NIH Indirect costs IDeA program, generally S.2005, IDeA Reauthorization Act of 2025, Entirety

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

Government targets: SENATE

H.R. 145, Risk Disclosure and Investor Attestation Act H.R. 654, Taking Account of Bureaucrats Spending (TABS) Act of 2025 H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 1109, Litigation Transparency Act of 2025 H.R. 1190/S. 577, Expanding Access to Capital for Rural Job Creators Act H.R. 1827/S. 847, Child Care Availability and Affordability Act H.R. 1900, Bank Failure Prevention Act of 2025 H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 2441/S. 1877, the Improving Disclosure for Investors Act of 2025 H.R. 2675, Protecting Our Courts From Foreign Manipulation Act of 2025 H.R. 2702/S. 875, Financial Integrity and Regulation Management (FIRM) Act H.R. 3230, Financial Institution Regulatory Tailoring Enhancement Act H.R. 3301, ELEVATE Act of 2025 H.R. 3323, Helping Startups Continue to Grow Act H.R. 3339, Equal Opportunity for Investors Act of 2025 H.R. 3343, Greenlighting Growth Act of 2025 H.R. 3348, Accredited Investor Definition Review Act H.R. 3351, Improving Access to Small Business Information Act H.R. 3352, HALOS Act of 2025 H.R. 3357, Enhancing Multi-Class Share Disclosures Act H.R. 3379, HUMPS Act of 2025 H.R. 3380, TAILOR Act of 2025 H.R. 3381, Encouraging Public Offerings Act of 2025 H.R. 3382, Small Entity Update Act H.R. 3383, Increasing Investor Opportunities Act H.R. 3390, Bringing the Discount Window into the 21st Century Act H.R. 3394, Fair Investment Opportunities for Professional Experts Act H.R. 3395, Middle Market IPO Cost Act H.R. 3422, Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 3446, The FDIC Board Accountability Act H.R. 3645, ACCESS Act of 2025 H.R. 3672, Securities Research Modernization Act H.R. 3673, Small Business Investor Capital Access Act H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act H.R. 4429, Developing and Empowering Our Aspiring Leaders (DEAL) Act H.R. 4430, Expanding WKSI Eligibility Act H.R. 4431, Improving Capital Formation for Newcomers (ICAN) Act H.R. 4429, Developing and Empowering Our Aspiring Leaders (DEAL) Act H.R. 4437, Supervisory Modifications for Appropriate Risk-based Testing (SMART) Act of 2025 H.R. 4478, Tailored Regulatory Updates for Supervisory Testing (TRUST) Act of 2025 H.R. 5291/S. 2663, Merchant Banking Modernization Act S. 985, PROTECT USA Act S. 1605, International Competition for American Jobs Act H.J. Res. 74/S.J. Res. 36, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Consumer Financial Protection relating to "Prohibition on Creditors and Consumer Reporting Agencies Concerning Medical Information (Regulation V)" Potential legislation similar to H.R. 448, Putting Investors First Act Potential legislation similar to H.R. 2590, Unlocking Capital for Small Business Act of 2023 Potential legislation similar to H.R. 2607, Improving Crowdfunding Opportunities Act, 2023 Potential legislation similar to H.R. 2609, Small Entrepreneur Empowerment and Development Act of 2023 Potential legislation similar to H.R. 2622, to amend the Investment Advisers Act of 1940 to codify certain Securities and Exchange Commission no-action letters that exclude brokers and dealers compensated for certain research services from the definition of investment adviser Potential legislation similar to H.R. 2651, Regulation A+ Improvement Act of 2023 Potential legislation similar to H.R. 2790, the Improving Capital Allocation for Newcomers Act of 2021 Potential legislation similar to H.R. 2799, the Investment Opportunity Expansion Act, 2023 Potential legislation similar to H.R. 4168/S. 2005, Mandatory Materiality Act Potential legislation similar to H.R. 5488/S. 2805, Protecting Our Courts from Foreign Manipulation Act of 2023 Potential legislation similar to H.R. 6623/S. 2068, Main Street Growth Act Potential legislation to repeal the SECs Universal Proxy Rule of 2021 Potential legislation to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain rulemaking requirements SEC Proposed Rule on the Enhancement and Standardization of Climate-Related Disclosures for Investors (87 Fed. Reg. 21,334-21,473, April 11, 2022) Proposed Rule, Consumer Financial Protection Bureau; Protecting Americans from Harmful Data Broker Practices (Regulation V) (89 Fed. Reg. 101,402, December 13, 2024) Various issues relating to SEC Best Interest and Enhancing Investment Adviser Regulation relating to broker-dealers, registered investment advisers, conflicts of interest; potential federal preemption of state fiduciary standards; CFTCs de minimis Exception for Swap Dealers; Securities and Exchange Commission amendments to the Commissioners whistleblower rules file no. S7-16-18; proxy process, proxy advisory firms, and other related aspects of corporate governance; corporate common ownership; adoption of the current expected credit loss (CECL) accounting standard; role of credit reporting agencies (CRAs) in the U.S. economy; debt collection practices (regulation F) under the Fair Debt Collection Practices Act (P.L. 95-109); qualified mortgage definition under the Truth in Lending Act (P.L. 90-321) (Regulation Z); Financial Stability Oversight Council activities, including the approach to and designation of systemic importance and risk of nonbank financial companies and firms; Federal Reserve Systems Large Institution Supervision Coordinating Committee; potential housing finance reform legislation; enforcement of Securities and Exchange Commission penalties; federal interest rate authority; Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) reform; electronic consent-based SSN Verification Service (eCBSV); environmental, social, and governance (ESG) enforcement; information collection under the Community Reinvestment Act (CRA) (P.L. 95-128); potential Financial Transaction Tax (FTT); potential Treasury Department proposal relating to tax reporting by banks; investment company cross trading; potential money market fund reform measures; transition to the secured overnight financing rate; implementation of SEC Rule 15c2-11; Department of Labor fiduciary advice exemption: PTE 2020-02; modernization of the Credit Repair Organizations Act (enacted as Title IV of the Consumer Credit Protection Act, P.L. 90-321); Internal Revenue Service Priority Guidance Plan; Financial Accounting Standards Board improvements to income tax disclosures; Climate-Related Financial Risk Management for Large Banks; Consumer Financial Protection Bureau (CFPB) regulatory sandbox for disclosures; CFPB Policy Fellowship program; CFPB amendment of its Supervision and Examination Manual; CFPB conflation of Distinct Statutory Concepts of Unfairness and Discrimination; CFPB Small Business Advisory Review Panels Rulemaking on Personal Financial Data Rights; CFPB implementation of the Small Business Lending Data Collection Rule (the 1071 Rule); SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting (File Number S7-26-22); Federal Deposit Insurance Corporation Proposal on Corporate Governance and Risk Management; Basel III Endgame Rule; FDIC Monitoring of Investment Funds Passivity Agreements; issues related to the Export-Import Bank of the United States; European Unions (EU) Corporate Sustainability Due Diligence Directive (CSDDD); Consumer Financial Protection Circular 2024-05, Improper Overdraft Opt-In Practices; Executive Order 14036, Promoting Competition in the American Economy; recommendations for Securities and Exchange Commission regulatory agenda; Reforming SEC Rule 14a-8; FSOC restoration of 2019 Guidance governing the designation of nonbank financial institutions; reauthorization of the U.S. International Development Finance Corporation; implementation of the One Big Beautiful Bill Act, (P.L. 119-21); implementation of Disapproving the rule submitted by the Bureau of Consumer Financial Protection relating to "Overdraft Lending: Very Large Financial Institutions" (P.L. No: 119-10); implementation of a joint resolution disapproving the rule submitted by the Bureau of Consumer Financial Protection relating to "Defining Larger Participants of a Market for General-Use Digital Consumer Payment Applications" (P.L. No: 119-11); proxy process and shareholder proposal system overseen by SEC; FSOC Nonbank Guidance - request to restore the 2019 Guidance (July 14, 2025, letter to Treasury); reporting metrics of American companies under the EUs Corporate Sustainability Reporting Directive and Corporate Sustainability Due Diligence Directive; index fund passivity; reform to the function of the Public Company Accounting Oversight Board; rulemaking regarding corporate exemptions for shareholder proposals under SEC Rule 14a-8; rulemaking regarding reform to the proxy voting advice industry at the SEC; request for comment from SEC on potential revisions to executive compensation disclosure; request for comment from SEC on potential revisions to definition of Foreign Private Issuer; SEC Compliance and Disclosure Interpretations: Regulation 13D-G (February 11, 2025); potential policy affirming materiality as the standard for corporate disclosure at the SEC; Executive Order 14330, Democratizing Access to Alternative Assets for 401(K) Investors; SEC Staff Review ADI 2025-16 on Registered Closed-End Funds of Private Funds (August 15, 2025); acquired fund fees and expenses mandate under Rule 12d1-4 (impact of AFFE on BDCs and inclusion of alternative assets in 401(K)s); oversight issues and potential legislation on third party litigation funding, including its national security implications

H.R.5304/S.2587, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, FY2026, IDeA program; and Indirect costs; and NIH Indirect costs IDeA program, generally S.2005, IDeA Reauthorization Act of 2025, Entirety

Client expense: Not reported · Firm income: $150,000

Government targets: SENATE

H.R.5304/S.2587, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, FY2026, IDeA program; and NIH Indirect costs IDeA program, generally S.2005, IDeA Reauthorization Act of 2025, Entirety

Client expense: Not reported · Firm income: $150,000

Government targets: SENATE

H.R. 1, One Big Beautiful Bill Act H.R. 145, Risk Disclosure and Investor Attestation Act H.R. 654, Taking Account of Bureaucrats Spending (TABS) Act of 2025 H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025 H.R. 1109, Litigation Transparency Act of 2025 H.R. 1190, Expanding Access to Capital for Rural Job Creators Act H.R. 1827/S. 847, Child Care Availability and Affordability Act H.R. 1900, Bank Failure Prevention Act of 2025 H.R. 2225, Access to Small Business Investor Capital Act H.R. 2441/S. 1877, the Improving Disclosures for Investors Act of 2025 H.R. 2675 Protecting Our Courts From Foreign Manipulation Act of 2025 H.R. 2702/S. 875, Financial Integrity and Regulation Management (FIRM) Act H.R. 3230, Financial Institution Regulatory Tailoring Enhancement Act H.R. 3301, ELEVATE Act of 2025 H.R. 3323, Helping Startups Continue to Grow Act H.R. 3339, Equal Opportunity for Investors Act of 2025 H.R. 3343, Greenlighting Growth Act of 2025 H.R. 3348, Accredited Investor Definition Review Act H.R. 3351, Improving Access to Small Business Information Act H.R. 3352, HALOS Act of 2025 H.R. 3357, Enhancing Multi-Class Share Disclosures Act H.R. 3379, HUMPS Act of 2025 H.R. 3380, TAILOR Act of 2025 H.R. 3381, Encouraging Public Offerings Act of 2025 H.R. 3382, Small Entity Update Act H.R. 3383, Increasing Investor Opportunities Act H.R. 3394, Fair Investment Opportunities for Professional Experts Act H.R. 3395, Middle Market IPO Underwriting Cost Act H.R. 3422, Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 3645, ACCESS Act of 2025 H.R. 3672, Securities Research Modernization Act H.R. 3673, Small Business Investor Capital Access Act H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3959, Protecting Private Job Creators Act S. 985, PROTECT USA Act S. 1605, International Competition for American Jobs Act H.J.Res. 59/S.J.Res. 18, Disapproving the rule submitted by the Bureau of Consumer Financial Protection relating to "Overdraft Lending: Very Large Financial Institutions" S.J.Res. 28, A joint resolution disapproving the rule submitted by the Bureau of Consumer Financial Protection relating to "Defining Larger Participants of a Market for General-Use Digital Consumer Payment Applications" Potential legislation to use the Congressional Review Act to overturn a Consumer Financial Protection Bureau (CFPB) rule that removes medical debt from credit reports Potential legislation similar to H.R. 448, Putting Investors First Act Potential legislation similar to H.R. 2025/S. 840, Litigation Funding Transparency Act Potential legislation similar to H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 Potential legislation similar to H.R. 2590, Unlocking Capital for Small Business Act of 2023 Potential legislation similar to H.R. 2607, Improving Crowdfunding Opportunities Act, 2023 Potential legislation similar to H.R. 2609, Small Entrepreneur Empowerment and Development Act of 2023 Potential legislation similar to H.R. 2651, Regulation A+ Improvement Act of 2023 Potential legislation similar to H.R. 2622, to amend the Investment Advisers Act of 1940 to codify certain Securities and Exchange Commission no-action letters that exclude brokers and dealers compensated for certain research services from the definition of investment adviser Potential legislation similar to H.R. 2799, the Investment Opportunity Expansion Act, 2023 Potential legislation similar to H.R. 2790, the Improving Capital Allocation for Newcomers Act of 2021 Potential legislation similar to H.R. 4168/S. 2005, Mandatory Materiality Act Potential legislation similar to H.R. 5488/S. 2805, Protecting Our Courts from Foreign Manipulation Act of 2023 Potential legislation similar to H.R. 6623/S. 2068, Main Street Growth Act Potential legislation similar to H.R. 9924, Litigation Transparency Act of 2024 Potential legislation to repeal the SECs Universal Proxy Rule of 2021 Potential legislation to expand Well Known Seasoned Issuer eligibility Potential legislation to amend the Dodd-Frank Wall Street Reform and Consumer Protection Act to repeal certain rulemaking requirements Nomination of Jonathan Gould to be the Comptroller of the Currency (OCC) Nomination of Michelle Bowman as Vice Chair of Supervision for the Federal Reserve Board of Governors Nomination of Paul Atkins to be Chairman of the Securities and Exchange Commission (SEC) SEC Proposed Rule on the Enhancement and Standardization of Climate-Related Disclosures for Investors (87 Fed. Reg. 21,334-21,473, April 11, 2022) Final Rule, Securities Exchange Commission, on Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure (88 Fed. Reg. 51,896-51,945, September 5, 2023) Proposed Rule, Consumer Financial Protection Bureau; Protecting Americans from Harmful Data Broker Practices (Regulation V) (89 Fed. Reg. 101,402, December 13, 2024) Various issues relating to SEC Best Interest and Enhancing Investment Adviser Regulation relating to broker-dealers, registered investment advisers, conflicts of interest; potential federal preemption of state fiduciary standards; CFTCs de minimis Exception for Swap Dealers; Securities and Exchange Commission amendments to the Commissioners whistleblower rules file no. S7-16-18; proxy process, proxy advisory firms, and other related aspects of corporate governance; corporate common ownership; adoption of the current expected credit loss (CECL) accounting standard; role of credit reporting agencies (CRAs) in the U.S. economy; debt collection practices (regulation F) under the Fair Debt Collection Practices Act (P.L. 95-109); qualified mortgage definition under the Truth in Lending Act (P.L. 90-321) (Regulation Z); Financial Stability Oversight Council activities, including the approach to and designation of systemic importance and risk of nonbank financial companies and firms; Federal Reserve Systems Large Institution Supervision Coordinating Committee; potential housing finance reform legislation; enforcement of Securities and Exchange Commission penalties; federal interest rate authority; Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) reform; electronic consent-based SSN Verification Service (eCBSV); environmental, social, and governance (ESG) enforcement; information collection under the Community Reinvestment Act (CRA) (P.L. 95-128); potential Financial Transaction Tax (FTT); potential Treasury Department proposal relating to tax reporting by banks; investment company cross trading; potential money market fund reform measures; transition to the secured overnight financing rate; implementation of SEC Rule 15c2-11; Department of Labor fiduciary advice exemption: PTE 2020-02; benefits of risk-based pricing; mobile disclosures; modernization of the Credit Repair Organizations Act (enacted as Title IV of the Consumer Credit Protection Act, P.L. 90-321); Internal Revenue Service Priority Guidance Plan; Financial Accounting Standards Board improvements to income tax disclosures; Climate-Related Financial Risk Management for Large Banks; Consumer Financial Protection Bureau (CFPB) regulatory sandbox for disclosures; CFPB Policy Fellowship program; CFPB amendment of its Supervision and Examination Manual; CFPB conflation of Distinct Statutory Concepts of Unfairness and Discrimination; CFPB Small Business Advisory Review Panels Rulemaking on Personal Financial Data Rights; CFPB implementation of the Small Business Lending Data Collection Rule (the 1071 Rule); SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting (File Number S7-26-22); Federal Deposit Insurance Corporation Proposal on Corporate Governance and Risk Management; Basel III Endgame Rule; FDIC Monitoring of Investment Funds Passivity Agreements; issues related to the Export-Import Bank of the United States; European Unions (EU) Corporate Sustainability Due Diligence Directive (CSDDD); Consumer Financial Protection Circular 2024-05, Improper Overdraft Opt-In Practices; Executive Order 14036, Promoting Competition in the American Economy; recommendations for Securities and Exchange Commission regulatory agenda; EU sustainable finance action plan and incorporating ESG factors into financial services; reporting metrics of American companies under the EUs Corporate Sustainability Reporting Directive and Corporate Sustainability Due Diligence Directive; reform to the function of the Public Company Accounting Oversight Board; rulemaking regarding corporate exemptions for shareholder proposals under SEC Rule 14a-8; index fund passivity; rulemaking regarding reform to the proxy voting advice industry at the SEC; request for comment from SEC on potential revisions to executive compensation disclosure; request for comment from SEC on potential revisions to definition of Foreign Private Issuer; SEC Compliance and Disclosure Interpretations: Regulation 13D-G (February 11, 2025); potential policy affirming materiality as the standard for corporate disclosure at the SEC; draft report language proposed for Appropriations FSGG to direct the SEC to update regulations to promote e-delivery of information to investors; draft report language proposed for Appropriations FSGG to restore the 2019 Guidance regarding the designation of nonbank financial firms as systemically important institutions; oversight issues and potential legislation on third party litigation funding, including its national security implications

Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, FY2026, IDeA program; and Indirect costs; and NIH Indirect costs IDeA program, generally S.2005, IDeA Reauthorization Act of 2025, Entirety

Client expense: Not reported · Firm income: $160,000

Government targets: SENATE

Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, FY2026, IDeA program; and NIH Indirect costs IDeA program, generally S.2005, IDeA Reauthorization Act of 2025, Entirety

Client expense: Not reported · Firm income: $160,000

Government targets: SENATE

Issues pertaining to Medicaid Home and Community Based Services. S.2005, IDEA Reauthorization Act, All provisions.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.2005, IDeA Reauthorization Act, All provisions. Issues pertaining to university partnerships, natural resources and energy research, and workforce development.

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

Government targets: HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE