Unleashing AI Innovation in Financial Services Act

Executive Branch initiatives on artificial intelligence pursuant to the White House AI Action Plan and EOs 14110, 14179, 14277, and 14365 Congressional proposals on artificial intelligence, including H.R. 2385, S. 146 and S.2750 S.2528/H.R. 4801, S.1837/H.R. 3562 Executive Branch initiatives on technology procurement Congressional proposals on export controls related to semiconductors and advanced computing items H.R. 3447/S.1705, H.R. 6875, H.R. 2683 Tariff proposals relating to technology and digital services Federal comprehensive privacy legislation Federal AI legislation including S. 1367/H.R.2794, NO FAKES Act of 2025, NO FAKES Act of 2026 / S. 4591 Proposals on energy including S. 1894 / H.R. 4776 Issues surrounding app store age verification, including the App Store Accountability Act, S.1586 Congressional proposals on kids online privacy and safety, including S 1748./, the Kids Online Safety Act, S. 836/ COPPA 2.0, S. 278, the Kids Off Social Media Act, and H.R. 3209, the App Store Freedom Act; Sammys Law, H.R. 2657; Kids Internet and Digital Safety (KIDS Act), H.R. 7757; Children and Teens Online Privacy Protection Act, H.R. 6291; App Store Accountability Act, H.R. 3149, S.4407 - CHATBOT Act, S.3062 - GUARD Act, H.R. ___ on conversational AI. Export-control legislation considered by the House Foreign Affairs Committee, including BIS modernization, staffing and enforcement resources, export-license processing, interagency coordination, competitive-market review, semiconductor-control reporting, allied coordination, promotion of U.S. AI exports, and controls concerning unauthorized distribution of closed-source AI models: H.R. 4920, H.R. 4505, H.R. 7003, H.R. 8287, H.R. 6996, H.R. 8289, H.R. 8036, H.R. 8285, H.R. 8170, H.R. 6058, and H.R. 8283.

Client expense: $1,396,909 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Executive Office of the President (EOP), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, SENATE

H.R.1734 - To establish the Task Force on Artificial Intelligence in the Financial Services Sector to report to Congress on issues related to artificial intelligence in the financial services sector, and for other purposes. H.R.3775 - To amend the Artificial Intelligence Training for the Acquisition Workforce Act to expand AI training within the executive branch of the Federal Government, and for other purposes. S.1269 - A bill to promote United States leadership in technical standards by directing the National Institute of Standards and Technology and the Department of State to take certain actions to encourage and enable United States participation in developing standards and specifications for artificial intelligence and other critical and emerging technologies, and for other purposes. S.1290 - A bill to expand the functions of the National Institute of Standards and Technology to include workforce frameworks for critical and emerging technologies, to require the Director of the National Institute of Standards and Technology to develop an artificial intelligence workforce framework, and periodically review and update the NICE Workforce Framework for Cybersecurity, and for other purposes. H.R.2770 - To direct the use of artificial intelligence by National Oceanic and Atmospheric Administration to adapt to extreme weather, and for other purposes. H.R.3460 - To prohibit employment discrimination against whistleblowers reporting AI security vulnerabilities or AI violations, and for other purposes. H.R.4142 - To protect the United States Government from foreign adversary AI and for other purposes. S.1798 - Autonomous Vehicle Acceleration Act of 2025 S.1378 - A bill to enhance the use by the National Oceanic and Atmospheric Administration of artificial intelligence for weather forecasting, and for other purposes. S.1638 - A bill to protect the United States from artificial intelligence applications based in or affiliated with countries of concern, and for other purposes. S.2177 - A bill to protect the United States Government from foreign adversary AI and for other purposes. H.R.5388 - To provide a national framework to sustain American leadership in artificial intelligence, to require an actionable Federal plan aligned to that policy, and to establish a temporary moratorium preempting certain State laws that restrict artificial intelligence models and systems engaged in interstate commerce. H.R.5227 - To conduct a study on the impact of artificial intelligence and data center site growth on energy supply resources in the United States, and for other purposes. S.2937 - A bill to establish legal standards for advanced artificial intelligence products. S.2750 - A bill to require the Director of the Office of Science and Technology Policy to establish a Federal regulatory sandbox program for artificial intelligence, and for other purposes. S.2528 - A bill to establish AI Innovation Labs that permit certain persons to experiment with artificial intelligence without expectation of enforcement actions. H.R.5784 - AI-WISE Act H.R.5885 - GAIN AI Act of 2025 H.R.6304 - To codify a national strategy for artificial intelligence that promotes American leadership, removes regulatory barriers, and ensures data are free from security risks and ideological bias, and for other purposes. H.R.6875 - AI OVERWATCH Act S.3108 - A bill to require reports regarding artificial intelligence-related job impacts, and for other purposes. S.3339 - A bill to better forecast and plan for the impact of artificial intelligence on the workforce of the United States, to provide data to improve training programs for in-demand industry sectors and occupations, and for other purposes. S.3354 - A bill to amend the Communications Act of 1934 to require disclosures with respect to robocalls using artificial intelligence and to provide for enhanced penalties for certain violations involving artificial intelligence voice or text message impersonation, and for other purposes. S.3557 - A bill to prohibit the use of Federal funds to implement the Executive order entitled "Ensuring a National Policy Framework for Artificial Intelligence". H.R.8037 - Protect American AI Act of 2026 H.R.8094 - To direct the Federal Trade Commission to establish requirements for making information available to the public about the training data and algorithms used in artificial intelligence foundation models, and for other purposes. ( S.3957 - A bill to support National Science Foundation education and professional development relating to artificial intelligence S.4069 - A bill to direct the Director of the National Institute of Standards and Technology to establish definitions, standards, resources, and frameworks to ensure certain biological datasets are ready for use in artificial intelligence models, and for other purposes. H.R.8623 - GUARD Act H.R.8664 - SBA AI Adoption Reporting Act of 2026 H.R.8819 - Federal Artificial Intelligence Risk Management Act of 2026 H.R.9352 - AI-Related Job Impacts Clarity Act H.R.9363 - AI Security and Innovation Act S.4307 - Protecting American Consumers from Robocalls Act S.4743 - AI Bubble Transparency Act S.4916 - Aging with Artificial Intelligence Act of 2026

Executive Branch initiatives on artificial intelligence pursuant to the White House AI Action Plan and EOs 14110, 14179, 14277, and 14365 Congressional proposals on artificial intelligence, including H.R. 2385, S. 146 and S.2750 S.2528/H.R. 4801, S.1837/H.R. 3562 Executive Branch initiatives on technology procurement Congressional proposals on export controls related to semiconductors and advanced computing items H.R. 3447/S.1705, H.R. 6875, H.R. 2683 Tariff proposals relating to technology and digital services Federal comprehensive privacy legislation Federal AI legislation Proposals on energy including S. 1894 / H.R. 4776 Issues surrounding app store age verification Congressional proposals on kids online privacy and safety, including S 1748./, the Kids Online Safety Act, S. 836/ COPPA 2.0, S. 278, the Kids Off Social Media Act, and H.R. 3209, the App Store Freedom Act; Sammys Law, H.R. 2657; Kids Internet and Digital Safety (KIDS Act), H.R. 7757; Children and Teens Online Privacy Protection Act, H.R. 6291; App Store Accountability Act, H.R. 3149.

Client expense: $1,369,519 · Firm income: Not reported

Legislation and regulation pertaining to the use of artificial intelligence by independent advisors; S.2528 and H.R. 4801 - Unleashing AI Innovation in Financial Services Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

**Issues lobbied without specific bill number: Crop Insurance and Wildfire **Issues lobbied without specific bill number: National Flood Insurance Program **Issues lobbied without specific bill number: Implementation of Risk-Rating 2.0 **Issues lobbied without specific bill number: SAFE Banking Act **Issues lobbied without specific bill number: Business of Insurance **Issues lobbied without specific bill number: Credit-based Insurance Underwriting **Issues lobbied without specific bill number: FAA Reauthorization **Issues lobbied without specific bill number: Farm Bill Reauthorization **Issues lobbied without specific bill number: Cyber Insurance **Issues lobbied without specific bill number: CFPB Insurance Exclusion **Issues lobbied without specific bill number: Diversity, Equity, and Inclusion **Issues lobbied without specific bill number: Insurance Requirements for GSE Loans H.R. 550 GAO Study Regarding Insurance Coverage for Damages from Wildfire H.R. 1164 Insurance Claims During Disasters H.R. 1593 Disaster Insurance S. 824 The National Flood Insurance Program H.R. 643 Federal Insurance Office Elimination H.R. 2822 National Flood Insurance Program H.R. 3161 Flood Insurance H.R. 3437 Insurer Data Collection H.R. 3973 Federal Insurance Policy S. 1544 Data Access and Privacy S. 2052 Flood Insurance Issues S. 2053 Flood Insurance Issues S. 2054 Flood Insurance Issues **Issues lobbied without specific bill number: Terrorism Risk Insurance Program H.R. 4365 Federal Insurance Mandates H.R. 4416 Weather and Disaster Mitigation H.R. 4494 Flood Insurance H.R. 4801 Artificial Intelligence H.R. 4861 Flood Mitigation H.R. 5484 Flood Insurance H.R. 5500 Flood Insurance H.R. 5504 Flood Insurance H.R. 5574 Flood Insurance H.R. 5577 Flood Insurance H.R. 5607 Flood Insurance H.R. 5608 Flood Insurance H.R. 5633 Crop Insurance S. 2266 Federal Insurance Mandates S. 2313 Flood Insurance S. 2528 Artificial Intelligence S. 2538 Flood Mitigation S. 2931 Flood Insurance S. 2946 Flood Insurance H.R. 5961 Flood Insurance H.R. 6025 Housing/Insurance H.R. 6256 Disaster Planning/Emergencies/Insurance H.R. 6934 Disaster Planning/Emergencies/Insurance S. Res. 554 Insurance Cost Drivers H.R. 7130 Federal Insurance Office H.R. 7567 Crop Insurance S. 3843 Federal Crop Insurance S. 4215 Federal Crop Insurance

H.R.1734 - To establish the Task Force on Artificial Intelligence in the Financial Services Sector to report to Congress on issues related to artificial intelligence in the financial services sector, and for other purposes. H.R.3775 - To amend the Artificial Intelligence Training for the Acquisition Workforce Act to expand AI training within the executive branch of the Federal Government, and for other purposes. S.1269 - A bill to promote United States leadership in technical standards by directing the National Institute of Standards and Technology and the Department of State to take certain actions to encourage and enable United States participation in developing standards and specifications for artificial intelligence and other critical and emerging technologies, and for other purposes. S.1290 - A bill to expand the functions of the National Institute of Standards and Technology to include workforce frameworks for critical and emerging technologies, to require the Director of the National Institute of Standards and Technology to develop an artificial intelligence workforce framework, and periodically review and update the NICE Workforce Framework for Cybersecurity, and for other purposes. H.R.2770 - To direct the use of artificial intelligence by National Oceanic and Atmospheric Administration to adapt to extreme weather, and for other purposes. H.R.3460 - To prohibit employment discrimination against whistleblowers reporting AI security vulnerabilities or AI violations, and for other purposes. H.R.4142 - To protect the United States Government from foreign adversary AI and for other purposes. S.1798 - Autonomous Vehicle Acceleration Act of 2025 S.1378 - A bill to enhance the use by the National Oceanic and Atmospheric Administration of artificial intelligence for weather forecasting, and for other purposes. S.1638 - A bill to protect the United States from artificial intelligence applications based in or affiliated with countries of concern, and for other purposes. S.2177 - A bill to protect the United States Government from foreign adversary AI and for other purposes. H.R.5388 - To provide a national framework to sustain American leadership in artificial intelligence, to require an actionable Federal plan aligned to that policy, and to establish a temporary moratorium preempting certain State laws that restrict artificial intelligence models and systems engaged in interstate commerce. H.R.5227 - To conduct a study on the impact of artificial intelligence and data center site growth on energy supply resources in the United States, and for other purposes. S.2937 - A bill to establish legal standards for advanced artificial intelligence products. S.2750 - A bill to require the Director of the Office of Science and Technology Policy to establish a Federal regulatory sandbox program for artificial intelligence, and for other purposes. S.2528 - A bill to establish AI Innovation Labs that permit certain persons to experiment with artificial intelligence without expectation of enforcement actions. H.R.5784 - AI-WISE Act H.R.5885 - GAIN AI Act of 2025 H.R.6304 - To codify a national strategy for artificial intelligence that promotes American leadership, removes regulatory barriers, and ensures data are free from security risks and ideological bias, and for other purposes. H.R.6875 - AI OVERWATCH Act S.3108 - A bill to require reports regarding artificial intelligence-related job impacts, and for other purposes. S.3339 - A bill to better forecast and plan for the impact of artificial intelligence on the workforce of the United States, to provide data to improve training programs for in-demand industry sectors and occupations, and for other purposes. S.3354 - A bill to amend the Communications Act of 1934 to require disclosures with respect to robocalls using artificial intelligence and to provide for enhanced penalties for certain violations involving artificial intelligence voice or text message impersonation, and for other purposes. S.3557 - A bill to prohibit the use of Federal funds to implement the Executive order entitled "Ensuring a National Policy Framework for Artificial Intelligence". H.R.8037 - Protect American AI Act of 2026 H.R.8094 - To direct the Federal Trade Commission to establish requirements for making information available to the public about the training data and algorithms used in artificial intelligence foundation models, and for other purposes. ( S.3957 - A bill to support National Science Foundation education and professional development relating to artificial intelligence S.4069 - A bill to direct the Director of the National Institute of Standards and Technology to establish definitions, standards, resources, and frameworks to ensure certain biological datasets are ready for use in artificial intelligence models, and for other purposes.

H.R. 940 - FAIR Exams Act: Regarding all provisions. H.R. 3026 - Protecting Americas Cybersecurity Act: Regarding all provisions. H.R. 4801 / S. 2528 - Unleashing AI Innovation in Financial Services Act: Regarding all provisions. H.R. 5317 - Community Bank Deposit Access Act of 2025: Regarding all provisions. Provided support for the passage of a comprehensive data privacy bill in response to the House Financial Services Committee data privacy request for comments. Discussions concerning personal financial data rights with regard to supporting maintaining fee prohibition, reconsideration of secondary use, and reauthorization. Discussions to provide technical assistance on the draft bill for earned wage access. General discussions regarding the financial services agenda.

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

Government targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office

H.R. 4437 - Supervisory Modifications for Appropriate Risk-Based Testing (SMART) Act of 2025: Provisions regarding tailored supervision. H.R. 4478 - Tailored Regulatory Updates for Supervisory Testing (TRUST) Act of 2025: Provisions regarding examination cycles. H.R. 4801 / S. 2528 - Unleashing AI Innovation in Financial Services Act: Provisions related to AI innovation centers. H.R. 5317 - Community Bank Deposit Access Act of 2025: Provisions regarding custodial deposits. H.R. 5402 / S. 1465 - Credit Access and Inclusion Act of 2025: Supporting a specific amendment to include enabling financial institutions to furnish data. S. 2781 - Protecting Consumers from Unreasonable Credit Rates Act: Provisions regarding earned wage access. Discussions regarding the proposed reintroduction of the Earned Wage Access Consumer Protection Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: S.J. Res. 3 Resolution Disapproving Broker Rule H.J. Res. 25 Resolution Disapproving Broker Rule H.R. 1 The One Big Beautiful Bill Act H.R. 148 Keep Your Coins Act of 2025 S. 401 Fair Access to Banking Act H.R. 987 Fair Access to Banking Act S.1582 GENIUS Act H.R. 2392 STABLE Act S.1188 FLARE Act H.R. 2384 Financial Technology Protection Act H.R.216 Securities Enforcement Clarity Act of 2025 H.R. 2365 Securities Clarity Act S.875 FIRM Act S.954 BITCOIN Act H.R.2032 BITCOIN Act H.Res.248 Resolution emphasizing the importance and power of distributed ledger technologies (DLT) to support democratic governance, human rights, internet freedom, and transparency. H.R. 1919 Anti-CBDC Surveillance State Act H.R. 1664 Deploying American Blockchains Act of 2025 S.1273 Combatting Money Laundering in Cyber Crime Act S.1223 Prohibiting Foreign Adversary Interference in Cryptocurrency Markets Act H.R.2544 / S.1222 Financial Freedom Act of 2025 H.R.3533 Blockchain Regulatory Certainty Act (BRCA) S.1620 / H.R.1712 MEME Act H.R.3314 Stop Presidential Profiteering from Digital Assets Act H.R.3633 CLARITY Act H.R.2978 GUARD Act H.R. 3573 Stop TRUMP in Crypto Act of 2025 S.1668 End Crypto Corruption Act of 2025 S.2207 Lummis Tax Package S.2296 National Defense Authorization Act for Fiscal Year 2026 H.R.4438 Power of the Mint Act H.R.3339 Equal Opportunity for All Investors Act H.R.2384 Financial Technology Protection Act of 2025 H.R.4394 Compliant Operations of Decentralized Entities (CODE) Act of 2025 S.2528 Unleashing AI Innovation in Financial Services Act H.R.4988 Scam Farms Marque and Reprisal Authorization Act of 2025 H.R.4374 American Homeowner Crypto Modernization Act H.R.1770 Consumer Safety Technology Act S.710 Crypto ATM Fraud Prevention Act of 2025 H.R.3699 Energy Choice Act S.3428 SAFE Crypto Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: S.J. Res. 3 Resolution Disapproving Broker Rule H.J. Res. 25 Resolution Disapproving Broker Rule H.R. 1 The One Big Beautiful Bill Act H.R. 148 Keep Your Coins Act of 2025 S. 401 Fair Access to Banking Act H.R. 987 Fair Access to Banking Act S.1582 GENIUS Act H.R. 2392 STABLE Act S.1188 FLARE Act H.R. 2384 Financial Technology Protection Act H.R.216 Securities Enforcement Clarity Act of 2025 H.R. 2365 Securities Clarity Act S.875 FIRM Act S.954 BITCOIN Act H.R.2032 BITCOIN Act H.Res.248 Resolution emphasizing the importance and power of distributed ledger technologies (DLT) to support democratic governance, human rights, internet freedom, and transparency. H.R. 1919 Anti-CBDC Surveillance State Act H.R. 1664 Deploying American Blockchains Act of 2025 S.1273 Combatting Money Laundering in Cyber Crime Act S.1223 Prohibiting Foreign Adversary Interference in Cryptocurrency Markets Act H.R.2544 / S.1222 Financial Freedom Act of 2025 H.R.3533 Blockchain Regulatory Certainty Act (BRCA) S.1620 / H.R.1712 MEME Act H.R.3314 Stop Presidential Profiteering from Digital Assets Act H.R.3633 CLARITY Act H.R.2978 GUARD Act H.R. 3573 Stop TRUMP in Crypto Act of 2025 S.1668 End Crypto Corruption Act of 2025 S.2207 Lummis Tax Package S.2296 National Defense Authorization Act for Fiscal Year 2026 H.R.4438 Power of the Mint Act H.R.3339 Equal Opportunity for All Investors Act H.R.2384 Financial Technology Protection Act of 2025 H.R.4394 Compliant Operations of Decentralized Entities (CODE) Act of 2025 S.2528 Unleashing AI Innovation in Financial Services Act H.R.4988 Scam Farms Marque and Reprisal Authorization Act of 2025 H.R.4374 American Homeowner Crypto Modernization Act H.R.1770 Consumer Safety Technology Act S.710 Crypto ATM Fraud Prevention Act of 2025 H.R.3699 Energy Choice Act S.3428 SAFE Crypto Act

Issues related to cryptocurrencies, decentralized finance, digital rights, regulatory framework for stablecoins, and central bank digital currency regulations and proposals (S.J. Res. 3 Resolution Disapproving Broker Rule; H.J. Res. 25 Resolution Disapproving Broker Rule; H.R. 1 The One Big Beautiful Bill Act; H.R. 148 Keep Your Coins Act of 2025; S. 401/ H.R. 987 Fair Access to Banking Act; S.1582 GENIUS Act; H.R. 2384 Financial Technology Protection Act; H.R. 2392 STABLE Act; S.875 FIRM Act; H.R. 1919 Anti-CBDC Surveillance State Act; S.1273 Combatting Money Laundering in Cyber Crime Act; S.1870 Prohibiting Foreign Adversary Interference in Cryptocurrency; H.R.2544 / S. 1222 Financial Freedom Act of 2025; H.R. 3533 / Blockchain Regulatory Certainty Act (BRCA); H.R.3633 CLARITY Act; H.R.2978 GUARD Act; S.2207 Lummis Tax Package; S.2296 National Defense Authorization Act for Fiscal Year 2026; H.R.3339 Equal Opportunity for All Investors Act; H.R.2384 Financial Technology Protection Act of 2025; H.R.4394 Compliant Operations of Decentralized Entities (CODE) Act of 2025; S.2528 Unleashing AI Innovation in Financial Services Act; H.R.4988 Scam Farms Marque and Reprisal Authorization Act of 2025).

Client expense: $560,000 · Firm income: Not reported

Issues related to cryptocurrencies, decentralized finance, digital rights, regulatory framework for stablecoins, and central bank digital currency regulations and proposals (S.J. Res. 3 Resolution Disapproving Broker Rule; H.J. Res. 25 Resolution Disapproving Broker Rule; H.R. 1 The One Big Beautiful Bill Act; H.R. 148 Keep Your Coins Act of 2025; S. 401/ H.R. 987 Fair Access to Banking Act; S.1582 GENIUS Act; H.R. 2384 Financial Technology Protection Act; H.R. 2392 STABLE Act; S.875 FIRM Act; H.R. 1919 Anti-CBDC Surveillance State Act; S.1273 Combatting Money Laundering in Cyber Crime Act; S.1870 Prohibiting Foreign Adversary Interference in Cryptocurrency; H.R.2544 / S. 1222 Financial Freedom Act of 2025; H.R. 3533 / Blockchain Regulatory Certainty Act (BRCA); H.R.3633 CLARITY Act; H.R.2978 GUARD Act; S.2207 Lummis Tax Package; S.2296 National Defense Authorization Act for Fiscal Year 2026; H.R.3339 Equal Opportunity for All Investors Act; H.R.2384 Financial Technology Protection Act of 2025; H.R.4394 Compliant Operations of Decentralized Entities (CODE) Act of 2025; S.2528 Unleashing AI Innovation in Financial Services Act; H.R.4988 Scam Farms Marque and Reprisal Authorization Act of 2025).

Client expense: $560,000 · Firm income: Not reported

Executive Branch initiatives on artificial intelligence pursuant to EO 14110, EO 14179, EO 14277, and EO 14363 Congressional proposals on artificial intelligence, including H.R. 2385, S.2615, S.2750, S.2528/H.R. 4801, S.1837/H.R. 3562 Executive Branch initiatives on technology procurement Congressional proposals on export controls related to semiconductors including H.R. 5885 Congressional proposals on technology procurement, including S./H.R. ___ FIT Procurement Act and S./H.R. ___ SAMOSA Act Tariff proposals relating to technology and digital services FinCEN beneficial ownership information access under the Corporate Transparency Act (CTA) Federal comprehensive privacy legislation Federal AI preemption Proposals on energy including S. 1894 / H.R. 4776 Issues surrounding app store age verification Congressional proposals on kids online privacy and safety, including S.1748, the Kids Online Safety Act, S.836, COPPA 2.0, S. 278, the Kids Off Social Media Act, and H.R. 3209, the App Store Freedom Act

Client expense: $1,342,666 · Firm income: Not reported

H.R. 148, Keep Your Coins Act of 2025 H.R. 987/S. 401, Fair Access to Banking Act H.R. 1664, Deploying American Blockchains Act of 2025 H.R. 1919, Anti-CBDC Surveillance State Act H.R. 2032/S. 954, BITCOIN Act H.R. 2384, Financial Technology Protection Act H.R. 3339, Equal Opportunity for All Investors Act H.R. 3533, Blockchain Regulatory Certainty Act (BRCA) H.R. 3633, CLARITY Act H.R. 3633, Digital Asset Market Clarity Act draft as amended by the Senate Banking Committee H.R. 4394, Compliant Operations of Decentralized Entities (CODE) Act of 2025 S. 710, Crypto ATM Fraud Prevention Act of 2025 S. 875, FIRM Act S. 1273, Combatting Money Laundering in Cyber Crime Act S. 2207, Lummis Tax Package S. 2296, National Defense Authorization Act for Fiscal Year 2026 S. 2528, Unleashing AI Innovation in Financial Services Act S. 3428, SAFE Crypto Act

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

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

S. 710, Crypto ATM Fraud Prevention Act of 2025 S. 2528, Unleashing AI Innovation in Financial Services Act

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

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

**Issues lobbied without specific bill number: Crop Insurance and Wildfire **Issues lobbied without specific bill number: National Flood Insurance Program **Issues lobbied without specific bill number: Implementation of Risk-Rating 2.0 **Issues lobbied without specific bill number: SAFE Banking Act **Issues lobbied without specific bill number: Business of Insurance **Issues lobbied without specific bill number: Credit-based Insurance Underwriting **Issues lobbied without specific bill number: FAA Reauthorization **Issues lobbied without specific bill number: Farm Bill Reauthorization **Issues lobbied without specific bill number: Cyber Insurance **Issues lobbied without specific bill number: CFPB Insurance Exclusion **Issues lobbied without specific bill number: Diversity, Equity, and Inclusion **Issues lobbied without specific bill number: Insurance Requirements for GSE Loans H.R. 550 GAO Study Regarding Insurance Coverage for Damages from Wildfire H.R. 1164 Insurance Claims During Disasters H.R. 1593 Disaster Insurance S. 824 The National Flood Insurance Program H.R. 643 Federal Insurance Office Elimination H.R. 2822 National Flood Insurance Program H.R. 3161 Flood Insurance H.R. 3437 Insurer Data Collection H.R. 3973 Federal Insurance Policy S. 1544 Data Access and Privacy S. 2052 Flood Insurance Issues S. 2053 Flood Insurance Issues S. 2054 Flood Insurance Issues **Issues lobbied without specific bill number: Terrorism Risk Insurance Program H.R. 4365 Federal Insurance Mandates H.R. 4416 Weather and Disaster Mitigation H.R. 4494 Flood Insurance H.R. 4801 Artificial Intelligence H.R. 4861 Flood Mitigation H.R. 5484 Flood Insurance H.R. 5500 Flood Insurance H.R. 5504 Flood Insurance H.R. 5574 Flood Insurance H.R. 5577 Flood Insurance H.R. 5607 Flood Insurance H.R. 5608 Flood Insurance H.R. 5633 Crop Insurance S. 2266 Federal Insurance Mandates S. 2313 Flood Insurance S. 2528 Artificial Intelligence S. 2538 Flood Mitigation S. 2931 Flood Insurance S. 2946 Flood Insurance H.R. 5961 Flood Insurance H.R. 6025 Housing/Insurance H.R. 6256 Disaster Planning/Emergencies/Insurance H.R. 6934 Disaster Planning/Emergencies/Insurance S. Res. 554 Insurance Cost Drivers

**Issues lobbied without specific bill number: Crop Insurance and Wildfire **Issues lobbied without specific bill number: National Flood Insurance Program **Issues lobbied without specific bill number: Implementation of Risk-Rating 2.0 **Issues lobbied without specific bill number: SAFE Banking Act **Issues lobbied without specific bill number: Business of Insurance **Issues lobbied without specific bill number: Credit-based Insurance Underwriting **Issues lobbied without specific bill number: FAA Reauthorization **Issues lobbied without specific bill number: Farm Bill Reauthorization **Issues lobbied without specific bill number: Cyber Insurance **Issues lobbied without specific bill number: CFPB Insurance Exclusion **Issues lobbied without specific bill number: Diversity, Equity, and Inclusion **Issues lobbied without specific bill number: Insurance Requirements for GSE Loans H.R. 550 GAO Study Regarding Insurance Coverage for Damages from Wildfire H.R. 1164 Insurance Claims During Disasters H.R. 1593 Disaster Insurance S. 824 The National Flood Insurance Program H.R. 643 Federal Insurance Office Elimination H.R. 2822 National Flood Insurance Program H.R. 3161 Flood Insurance H.R. 3437 Insurer Data Collection H.R. 3973 Federal Insurance Policy S. 1544 Data Access and Privacy S. 2052 Flood Insurance Issues S. 2053 Flood Insurance Issues S. 2054 Flood Insurance Issues **Issues lobbied without specific bill number: Terrorism Risk Insurance Program H.R. 4365 Federal Insurance Mandates H.R. 4416 Weather and Disaster Mitigation H.R. 4494 Flood Insurance H.R. 4801 Artificial Intelligence H.R. 4861 Flood Mitigation H.R. 5484 Flood Insurance H.R. 5500 Flood Insurance H.R. 5504 Flood Insurance H.R. 5574 Flood Insurance H.R. 5577 Flood Insurance H.R. 5607 Flood Insurance H.R. 5608 Flood Insurance H.R. 5633 Crop Insurance S. 2266 Federal Insurance Mandates S. 2313 Flood Insurance S. 2528 Artificial Intelligence S. 2538 Flood Mitigation S. 2931 Flood Insurance S. 2946 Flood Insurance

Legislation and regulation pertaining to the use of artificial intelligence by independent advisors; S.2528 and H.R. 4801 - Unleashing AI Innovation in Financial Services Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.1734 - To establish the Task Force on Artificial Intelligence in the Financial Services Sector to report to Congress on issues related to artificial intelligence in the financial services sector, and for other purposes. H.R.3775 - To amend the Artificial Intelligence Training for the Acquisition Workforce Act to expand AI training within the executive branch of the Federal Government, and for other purposes. S.1269 - A bill to promote United States leadership in technical standards by directing the National Institute of Standards and Technology and the Department of State to take certain actions to encourage and enable United States participation in developing standards and specifications for artificial intelligence and other critical and emerging technologies, and for other purposes. S.1290 - A bill to expand the functions of the National Institute of Standards and Technology to include workforce frameworks for critical and emerging technologies, to require the Director of the National Institute of Standards and Technology to develop an artificial intelligence workforce framework, and periodically review and update the NICE Workforce Framework for Cybersecurity, and for other purposes. H.R.2770 - To direct the use of artificial intelligence by National Oceanic and Atmospheric Administration to adapt to extreme weather, and for other purposes. H.R.3460 - To prohibit employment discrimination against whistleblowers reporting AI security vulnerabilities or AI violations, and for other purposes. H.R.4142 - To protect the United States Government from foreign adversary AI and for other purposes. S.1798 - Autonomous Vehicle Acceleration Act of 2025 S.1378 - A bill to enhance the use by the National Oceanic and Atmospheric Administration of artificial intelligence for weather forecasting, and for other purposes. S.1638 - A bill to protect the United States from artificial intelligence applications based in or affiliated with countries of concern, and for other purposes. S.2177 - A bill to protect the United States Government from foreign adversary AI and for other purposes. H.R.5388 - To provide a national framework to sustain American leadership in artificial intelligence, to require an actionable Federal plan aligned to that policy, and to establish a temporary moratorium preempting certain State laws that restrict artificial intelligence models and systems engaged in interstate commerce. H.R.5227 - To conduct a study on the impact of artificial intelligence and data center site growth on energy supply resources in the United States, and for other purposes. S.2937 - A bill to establish legal standards for advanced artificial intelligence products. S.2750 - A bill to require the Director of the Office of Science and Technology Policy to establish a Federal regulatory sandbox program for artificial intelligence, and for other purposes. S.2528 - A bill to establish AI Innovation Labs that permit certain persons to experiment with artificial intelligence without expectation of enforcement actions. H.R.5784 - AI-WISE Act H.R.5885 - GAIN AI Act of 2025 H.R.6304 - To codify a national strategy for artificial intelligence that promotes American leadership, removes regulatory barriers, and ensures data are free from security risks and ideological bias, and for other purposes. H.R.6875 - AI OVERWATCH Act S.3108 - A bill to require reports regarding artificial intelligence-related job impacts, and for other purposes. S.3339 - A bill to better forecast and plan for the impact of artificial intelligence on the workforce of the United States, to provide data to improve training programs for in-demand industry sectors and occupations, and for other purposes. S.3354 - A bill to amend the Communications Act of 1934 to require disclosures with respect to robocalls using artificial intelligence and to provide for enhanced penalties for certain violations involving artificial intelligence voice or text message impersonation, and for other purposes. S.3557 - A bill to prohibit the use of Federal funds to implement the Executive order entitled "Ensuring a National Policy Framework for Artificial Intelligence".

H.R.1734 - To establish the Task Force on Artificial Intelligence in the Financial Services Sector to report to Congress on issues related to artificial intelligence in the financial services sector, and for other purposes. H.R.3775 - To amend the Artificial Intelligence Training for the Acquisition Workforce Act to expand AI training within the executive branch of the Federal Government, and for other purposes. S.1269 - A bill to promote United States leadership in technical standards by directing the National Institute of Standards and Technology and the Department of State to take certain actions to encourage and enable United States participation in developing standards and specifications for artificial intelligence and other critical and emerging technologies, and for other purposes. S.1290 - A bill to expand the functions of the National Institute of Standards and Technology to include workforce frameworks for critical and emerging technologies, to require the Director of the National Institute of Standards and Technology to develop an artificial intelligence workforce framework, and periodically review and update the NICE Workforce Framework for Cybersecurity, and for other purposes. H.R.2770 - To direct the use of artificial intelligence by National Oceanic and Atmospheric Administration to adapt to extreme weather, and for other purposes. H.R.3460 - To prohibit employment discrimination against whistleblowers reporting AI security vulnerabilities or AI violations, and for other purposes. H.R.4142 - To protect the United States Government from foreign adversary AI and for other purposes. S.1798 - Autonomous Vehicle Acceleration Act of 2025 S.1378 - A bill to enhance the use by the National Oceanic and Atmospheric Administration of artificial intelligence for weather forecasting, and for other purposes. S.1638 - A bill to protect the United States from artificial intelligence applications based in or affiliated with countries of concern, and for other purposes. S.2177 - A bill to protect the United States Government from foreign adversary AI and for other purposes. H.R.5388 - To provide a national framework to sustain American leadership in artificial intelligence, to require an actionable Federal plan aligned to that policy, and to establish a temporary moratorium preempting certain State laws that restrict artificial intelligence models and systems engaged in interstate commerce. H.R.5227 - To conduct a study on the impact of artificial intelligence and data center site growth on energy supply resources in the United States, and for other purposes. S.2937 - A bill to establish legal standards for advanced artificial intelligence products. S.2750 - A bill to require the Director of the Office of Science and Technology Policy to establish a Federal regulatory sandbox program for artificial intelligence, and for other purposes. S.2528 - A bill to establish AI Innovation Labs that permit certain persons to experiment with artificial intelligence without expectation of enforcement actions.

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: S.J. Res. 3 Resolution Disapproving Broker Rule H.J. Res. 25 Resolution Disapproving Broker Rule H.R. 1 The One Big Beautiful Bill Act H.R. 148 Keep Your Coins Act of 2025 S.37 Venezuela Advancing Liberty, Opportunity, and Rights Act (VALOR Act) S.401/ H.R. 987 Fair Access to Banking Act S.1582 GENIUS Act H.R. 2392 STABLE Act S.1188 FLARE Act H.R. 2384 Financial Technology Protection Act H.R. 216 Securities Enforcement Clarity Act of 2025 H.R. 2365 Securities Clarity Act S.875 FIRM Act S.954/ H.R. 2032 BITCOIN Act H.Res. 248 Resolution emphasizing the importance and power of distributed ledger technologies (DLT) to support democratic governance, human rights, internet freedom, and transparency. H.R. 1919 Anti-CBDC Surveillance State Act H.R. 1664 Deploying American Blockchains Act of 2025 S.1273 Combatting Money Laundering in Cyber Crime Act S.1870 Prohibiting Foreign Adversary Interference in Cryptocurrency Markets Act H.R. 2544/ S.1222 Financial Freedom Act of 2025 H.R. 3533 Blockchain Regulatory Certainty Act (BRCA) S.1620/ H.R. 1712 MEME Act H.R. 3314 Stop Presidential Profiteering from Digital Assets Act H.R. 3633 CLARITY Act H.R. 2978 GUARD Act H.R. 3573 Stop TRUMP in Crypto Act of 2025 S.1668 End Crypto Corruption Act of 2025 S.2207 Lummis Tax Package S.2296 National Defense Authorization Act for Fiscal Year 2026 H.R. 4438 Power of the Mint Act H.R. 3339 Equal Opportunity for All Investors Act H.R. 2384 Financial Technology Protection Act of 2025 H.R. 4394 Compliant Operations of Decentralized Entities (CODE) Act of 2025 S.2528 Unleashing AI Innovation in Financial Services Act H.R. 4988 Scam Farms Marque and Reprisal Authorization Act of 2025 H.R. 4374 American Homeowner Crypto Modernization Act H.R. 1770 Consumer Safety Technology Act

Issues related to decentralized finance, decentralized and peer-to-peer economic activities and related assets, digital rights, and decentralized web applications using blockchain and related distributed ledger technologies, including: S.J. Res. 3 Resolution Disapproving Broker Rule H.J. Res. 25 Resolution Disapproving Broker Rule H.R. 1 The One Big Beautiful Bill Act H.R. 148 Keep Your Coins Act of 2025 S.37 Venezuela Advancing Liberty, Opportunity, and Rights Act (VALOR Act) S.401/ H.R. 987 Fair Access to Banking Act S.1582 GENIUS Act H.R. 2392 STABLE Act S.1188 FLARE Act H.R. 2384 Financial Technology Protection Act H.R. 216 Securities Enforcement Clarity Act of 2025 H.R. 2365 Securities Clarity Act S.875 FIRM Act S.954/ H.R. 2032 BITCOIN Act H.Res. 248 Resolution emphasizing the importance and power of distributed ledger technologies (DLT) to support democratic governance, human rights, internet freedom, and transparency. H.R. 1919 Anti-CBDC Surveillance State Act H.R. 1664 Deploying American Blockchains Act of 2025 S.1273 Combatting Money Laundering in Cyber Crime Act S.1870 Prohibiting Foreign Adversary Interference in Cryptocurrency Markets Act H.R. 2544/ S.1222 Financial Freedom Act of 2025 H.R. 3533 Blockchain Regulatory Certainty Act (BRCA) S.1620/ H.R. 1712 MEME Act H.R. 3314 Stop Presidential Profiteering from Digital Assets Act H.R. 3633 CLARITY Act H.R. 2978 GUARD Act H.R. 3573 Stop TRUMP in Crypto Act of 2025 S.1668 End Crypto Corruption Act of 2025 S.2207 Lummis Tax Package S.2296 National Defense Authorization Act for Fiscal Year 2026 H.R. 4438 Power of the Mint Act H.R. 3339 Equal Opportunity for All Investors Act H.R. 2384 Financial Technology Protection Act of 2025 H.R. 4394 Compliant Operations of Decentralized Entities (CODE) Act of 2025 S.2528 Unleashing AI Innovation in Financial Services Act H.R. 4988 Scam Farms Marque and Reprisal Authorization Act of 2025 H.R. 4374 American Homeowner Crypto Modernization Act H.R. 1770 Consumer Safety Technology Act

**Issues lobbied without specific bill number: Crop Insurance and Wildfire **Issues lobbied without specific bill number: National Flood Insurance Program **Issues lobbied without specific bill number: Implementation of Risk-Rating 2.0 **Issues lobbied without specific bill number: SAFE Banking Act **Issues lobbied without specific bill number: Business of Insurance **Issues lobbied without specific bill number: Credit-based Insurance Underwriting **Issues lobbied without specific bill number: FAA Reauthorization **Issues lobbied without specific bill number: Farm Bill Reauthorization **Issues lobbied without specific bill number: Cyber Insurance **Issues lobbied without specific bill number: CFPB Insurance Exclusion **Issues lobbied without specific bill number: Diversity, Equity, and Inclusion **Issues lobbied without specific bill number: Insurance Requirements for GSE Loans H.R. 550 GAO Study Regarding Insurance Coverage for Damages from Wildfire H.R. 1164 Insurance Claims During Disasters H.R. 1593 Disaster Insurance S. 824 The National Flood Insurance Program H.R. 643 Federal Insurance Office Elimination H.R. 2822 National Flood Insurance Program H.R. 3161 Flood Insurance H.R. 3437 Insurer Data Collection H.R. 3973 Federal Insurance Policy S. 1544 Data Access and Privacy S. 2052 Flood Insurance Issues S. 2053 Flood Insurance Issues S. 2054 Flood Insurance Issues **Issues lobbied without specific bill number: Terrorism Risk Insurance Program H.R. 4365 Federal Insurance Mandates H.R. 4416 Weather and Disaster Mitigation H.R. 4494 Flood Insurance H.R. 4801 Artificial Intelligence H.R. 4861 Flood Mitigation H.R. 5484 Flood Insurance H.R. 5500 Flood Insurance H.R. 5504 Flood Insurance H.R. 5574 Flood Insurance H.R. 5577 Flood Insurance H.R. 5607 Flood Insurance H.R. 5608 Flood Insurance H.R. 5633 Crop Insurance S. 2266 Federal Insurance Mandates S. 2313 Flood Insurance S. 2528 Artificial Intelligence S. 2538 Flood Mitigation S. 2931 Flood Insurance S. 2946 Flood Insurance

Issues related to cryptocurrencies, decentralized finance, digital rights, regulatory framework for stablecoins, and central bank digital currency regulations and proposals (S.J. Res. 3 / H.J. Res. 25 Resolution Disapproving Broker Rule; H.R. 1 The One Big Beautiful Bill Act; H.R. 148 Keep Your Coins Act of 2025; S.37 Venezuela Advancing Liberty, Opportunity, and Rights Act (VALOR Act); S.401 / H.R. 987 Fair Access to Banking Act; S.1582 GENIUS Act; H.R. 2392 STABLE Act; S.1188 FLARE Act; H.R. 2384 Financial Technology Protection Act; H.R. 216 Securities Enforcement Clarity Act of 2025; H.R. 2365 Securities Clarity Act; S.875 FIRM Act; S.954 BITCOIN Act; H.R. 2032 BITCOIN Act; H.Res. 248 Resolution emphasizing the importance and power of distributed ledger technologies to support democratic governance, human rights, internet freedom, and transparency; H.R. 1919 Anti-CBDC Surveillance State Act; H.R. 1664 Deploying American Blockchains Act of 2025; S.1273 Combatting Money Laundering in Cyber Crime Act; S.1870 Prohibiting Foreign Adversary Interference in Cryptocurrency Markets Act; H.R. 2544 / S.1222 Financial Freedom Act of 2025; H.R. 3533 Blockchain Regulatory Certainty Act (BRCA); S.1620 / H.R. 1712 MEME Act; H.R. 3314 Stop Presidential Profiteering from Digital Assets Act; H.R. 3633 CLARITY Act; H.R. 2978 GUARD Act; H.R. 3573 Stop TRUMP in Crypto Act of 2025; S.1668 End Crypto Corruption Act of 2025; S.2207 Lummis Tax Package; S.2296 National Defense Authorization Act for Fiscal Year 2026; H.R. 4438 Power of the Mint Act; H.R. 3339 Equal Opportunity for All Investors Act; H.R. 2384 Financial Technology Protection Act of 2025; H.R. 4394 Compliant Operations of Decentralized Entities (CODE) Act of 2025; S.2528 Unleashing AI Innovation in Financial Services Act; H.R. 4988 Scam Farms Marque and Reprisal Authorization Act of 2025; H.R. 4374 American Homeowner Crypto Modernization Act; H.R. 1770 Consumer Safety Technology Act).

Issues related to cryptocurrencies, decentralized finance, digital rights, regulatory framework for stablecoins, and central bank digital currency regulations and proposals (S.J. Res. 3 / H.J. Res. 25 Resolution Disapproving Broker Rule; H.R. 1 The One Big Beautiful Bill Act; H.R. 148 Keep Your Coins Act of 2025; S.37 Venezuela Advancing Liberty, Opportunity, and Rights Act (VALOR Act); S.401 / H.R. 987 Fair Access to Banking Act; S.1582 GENIUS Act; H.R. 2392 STABLE Act; S.1188 FLARE Act; H.R. 2384 Financial Technology Protection Act; H.R. 216 Securities Enforcement Clarity Act of 2025; H.R. 2365 Securities Clarity Act; S.875 FIRM Act; S.954 BITCOIN Act; H.R. 2032 BITCOIN Act; H.Res. 248 Resolution emphasizing the importance and power of distributed ledger technologies to support democratic governance, human rights, internet freedom, and transparency; H.R. 1919 Anti-CBDC Surveillance State Act; H.R. 1664 Deploying American Blockchains Act of 2025; S.1273 Combatting Money Laundering in Cyber Crime Act; S.1870 Prohibiting Foreign Adversary Interference in Cryptocurrency Markets Act; H.R. 2544 / S.1222 Financial Freedom Act of 2025; H.R. 3533 Blockchain Regulatory Certainty Act (BRCA); S.1620 / H.R. 1712 MEME Act; H.R. 3314 Stop Presidential Profiteering from Digital Assets Act; H.R. 3633 CLARITY Act; H.R. 2978 GUARD Act; H.R. 3573 Stop TRUMP in Crypto Act of 2025; S.1668 End Crypto Corruption Act of 2025; S.2207 Lummis Tax Package; S.2296 National Defense Authorization Act for Fiscal Year 2026; H.R. 4438 Power of the Mint Act; H.R. 3339 Equal Opportunity for All Investors Act; H.R. 2384 Financial Technology Protection Act of 2025; H.R. 4394 Compliant Operations of Decentralized Entities (CODE) Act of 2025; S.2528 Unleashing AI Innovation in Financial Services Act; H.R. 4988 Scam Farms Marque and Reprisal Authorization Act of 2025; H.R. 4374 American Homeowner Crypto Modernization Act; H.R. 1770 Consumer Safety Technology Act).

H.R. 940 - FAIR Exams Act: Regarding all provisions. H.R. 3026 - Protecting Americas Cybersecurity Act: Regarding all provisions. H.R. 4801 / S. 2528 - Unleashing AI Innovation in Financial Services Act: Regarding all provisions. H.R. 5317 - Community Bank Deposit Access Act of 2025: Regarding all provisions. Provided support for the passage of a comprehensive data privacy bill in response to the House Financial Services Committee data privacy request for comments. Discussions concerning personal financial data rights with regard to supporting maintaining fee prohibition, reconsideration of secondary use, and reauthorization. Discussions to provide technical assistance on the draft bill for earned wage access. General discussions regarding the financial services agenda.

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

Government targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office

H.R. 4437 - Supervisory Modifications for Appropriate Risk-Based Testing (SMART) Act of 2025: Provisions regarding tailored supervision. H.R. 4478 - Tailored Regulatory Updates for Supervisory Testing (TRUST) Act of 2025: Provisions regarding examination cycles. H.R. 4801 / S. 2528 - Unleashing AI Innovation in Financial Services Act: Provisions related to AI innovation centers. H.R. 5317 - Community Bank Deposit Access Act of 2025: Provisions regarding custodial deposits. H.R. 5402 / S. 1465 - Credit Access and Inclusion Act of 2025: Supporting a specific amendment to include enabling financial institutions to furnish data. S. 2781 - Protecting Consumers from Unreasonable Credit Rates Act: Provisions regarding earned wage access. Discussions regarding the proposed reintroduction of the Earned Wage Access Consumer Protection Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE