OPTIONS CLEARING CORPORATION (OCC)

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Lobbying Spend

—

Filings

Firms Hired

Active Period

2013–2026

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2026	—	3	1
2025	—	4	1
2024	—	5	1
2023	—	4	1
2022	—	4	1
2021	—	4	1
2020	—	4	1
2019	—	4	1
2018	—	4	1
2017	—	4	1
2016	—	4	1
2015	—	4	1
2014	—	4	1
2013	—	4	1

Hired Firms

Lobbying firms retained by this client; amounts are client-reported expenses when available

Firm Name	Reported Spend	Filings
FORBES-TATE	—	56

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
HOUSE OF REPRESENTATIVES	55
SENATE	55

Top Issues

Most frequently reported lobbying issues

Issue Code	Description	Reports
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	56
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	32
Budget/Appropriations	Budget/Appropriations	16

Bills Explicitly Cited (25)

Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded

H.R. 925116th Congress

The Heroes Act

2020 · fourth_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to H.R. 925 - The Heroes Act.

Client expense: — · Firm income: $120,000

Matched citations: H.R. 925

H.R. 925116th Congress

The Heroes Act

2020 · third_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to H.R. 925 - The Heroes Act.

Client expense: — · Firm income: $120,000

Matched citations: H.R. 925

H.R. 10115th Congress

Financial CHOICE Act of 2017

2018 · first_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to the implementation of tax reform; Issues related to Financial CHOICE Act (H.R. 10).

Client expense: — · Firm income: $120,000

Matched citations: H.R. 10

H.R. 10115th Congress

Financial CHOICE Act of 2017

2017 · fourth_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to tax reform; Issues related to Financial CHOICE Act (H.R. 10).

Client expense: — · Firm income: $120,000

Matched citations: H.R. 10

Show 21 more cited filings

H.R. 10115th Congress

Financial CHOICE Act of 2017

2017 · third_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to tax reform; Issues related to Financial CHOICE Act (H.R. 10).

Client expense: — · Firm income: $120,000

Matched citations: H.R. 10

H.R. 691115th Congress

CHOICE Act

2017 · second_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to tax reform; Issues related to DOL Fiduciary Rule; Issues related to CHOICE Act (H.R. 691 and S. 235).

Client expense: — · Firm income: $120,000

Matched citations: H.R. 691

S. 235115th Congress

CHOICE Act

2017 · second_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to tax reform; Issues related to DOL Fiduciary Rule; Issues related to CHOICE Act (H.R. 691 and S. 235).

Client expense: — · Firm income: $120,000

Matched citations: S. 235

H.R. 691115th Congress

CHOICE Act

2017 · first_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to tax reform; Issues related to DOL Fiduciary Rule; Issues related to CHOICE Act (H.R. 691 and S. 235).

Client expense: — · Firm income: $120,000

Matched citations: H.R. 691

S. 235115th Congress

CHOICE Act

2017 · first_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to tax reform; Issues related to DOL Fiduciary Rule; Issues related to CHOICE Act (H.R. 691 and S. 235).

Client expense: — · Firm income: $120,000

Matched citations: S. 235

H.R. 5485114th Congress

Financial Services and General Government Appropriations Act, 2017

2016 · fourth_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to HR 5485 and S. 3067 (Financial Services and General Government Appropriations Act, 2017); Issues related to S. 3040 (Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017).

Client expense: — · Firm income: $120,000

Matched citations: HR 5485

S. 1484114th Congress

Financial Regulatory Improvement Act of 2015

2016 · fourth_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Financial Tax Act; Issues related to tax reform; Issues related to DOL Fiduciary Rule; Issues related to S. 1484 - Financial Regulatory Improvement Act of 2015.

Client expense: — · Firm income: $120,000

Matched citations: S. 1484

S. 3040114th Congress

Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017

2016 · fourth_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to HR 5485 and S. 3067 (Financial Services and General Government Appropriations Act, 2017); Issues related to S. 3040 (Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017).

Client expense: — · Firm income: $120,000

Matched citations: S. 3040

S. 3067114th Congress

Financial Services and General Government Appropriations Act, 2017

2016 · fourth_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to HR 5485 and S. 3067 (Financial Services and General Government Appropriations Act, 2017); Issues related to S. 3040 (Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017).

Client expense: — · Firm income: $120,000

Matched citations: S. 3067

H.R. 5485114th Congress

Financial Services and General Government Appropriations Act, 2017

2016 · third_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to HR 5485 and S. 3067 (Financial Services and General Government Appropriations Act, 2017); issues related to S. 3040 (Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017).

Client expense: — · Firm income: $120,000

Matched citations: HR 5485

S. 1484114th Congress

Financial Regulatory Improvement Act of 2015

2016 · third_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to tax reform; issues related to DOL Fiduciary Rule; issues related to S. 1484 - Financial Regulatory Improvement Act of 2015.

Client expense: — · Firm income: $120,000

Matched citations: S. 1484

S. 3040114th Congress

Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017

2016 · third_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to HR 5485 and S. 3067 (Financial Services and General Government Appropriations Act, 2017); issues related to S. 3040 (Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017).

Client expense: — · Firm income: $120,000

Matched citations: S. 3040

S. 3067114th Congress

Financial Services and General Government Appropriations Act, 2017

2016 · third_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to HR 5485 and S. 3067 (Financial Services and General Government Appropriations Act, 2017); issues related to S. 3040 (Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017).

Client expense: — · Firm income: $120,000

Matched citations: S. 3067

H.R. 5485114th Congress

Financial Services and General Government Appropriations Act, 2017

2016 · second_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to HR 5485, S. 3067, S. 3040.

Client expense: — · Firm income: $120,000

Matched citations: HR 5485

S. 1484114th Congress

Financial Regulatory Improvement Act of 2015

2016 · second_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to tax reform; Issues related to DOL Fiduciary Rule; Issues related to S. 1484.

Client expense: — · Firm income: $120,000

Matched citations: S. 1484

S. 3040114th Congress

Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017

2016 · second_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to HR 5485, S. 3067, S. 3040.

Client expense: — · Firm income: $120,000

Matched citations: S. 3040

S. 3067114th Congress

Financial Services and General Government Appropriations Act, 2017

2016 · second_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to HR 5485, S. 3067, S. 3040.

Client expense: — · Firm income: $120,000

Matched citations: S. 3067

H.R. 2995114th Congress

Financial Services and General Government Appropriations Act, 2016

2016 · first_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to FY2016 Labor-HHS-Education Appropriations Bill HR 3020, S. 1695, HR 2995, S. 1910.

Client expense: — · Firm income: $120,000

Matched citations: HR 2995

H.R. 3020114th Congress

Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016

2016 · first_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to FY2016 Labor-HHS-Education Appropriations Bill HR 3020, S. 1695, HR 2995, S. 1910.

Client expense: — · Firm income: $120,000

Matched citations: HR 3020

S. 1484114th Congress

Financial Regulatory Improvement Act of 2015

2016 · first_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to tax reform; Issues related to DOL Fiduciary Rule; Issues related to S. 1484.

Client expense: — · Firm income: $120,000

Matched citations: S. 1484

S. 1695114th Congress

Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2016

2016 · first_quarter · Firm: FORBES-TATE

Open original LDA filing ↗

Cited source text and reported amounts

Issues related to FY2016 Labor-HHS-Education Appropriations Bill HR 3020, S. 1695, HR 2995, S. 1910.

Client expense: — · Firm income: $120,000

Matched citations: S. 1695

Source: Senate LDA

OPTIONS CLEARING CORPORATION (OCC) — Lobbying Disclosure | Poliscope