Lobbying Income
$1.5M
Filings
108
Unique Clients
7
Active Period
2011–2026
Registrant-reported income from clients on LDA filings
Largest clients by registrant-reported income
Government entities explicitly identified as targets in LDA filings
Most frequently reported lobbying issues
Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded
Generating Retirement Ownership through Long-Term Holding
2026 · third_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (S.3671)
Client expense: — · Firm income: $30,000
Matched citations: S. 1839
Improving Disclosure for Investors Act of 2025
2026 · third_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (S.3671)
Client expense: — · Firm income: $30,000
Matched citations: S.1877
Increasing Investor Opportunities Act
2026 · third_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (S.3671)
Client expense: — · Firm income: $30,000
Matched citations: S.3671
Retirement Fairness for Charities and Educational Institutions Act of 2025
2026 · third_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (S.3671)
Client expense: — · Firm income: $30,000
Matched citations: S. 424
Generating Retirement Ownership through Long-Term Holding
2026 · second_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (S.3671)
Client expense: — · Firm income: $30,000
Matched citations: S. 1839
Improving Disclosure for Investors Act of 2025
2026 · second_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (S.3671)
Client expense: — · Firm income: $30,000
Matched citations: S.1877
Increasing Investor Opportunities Act
2026 · second_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (S.3671)
Client expense: — · Firm income: $30,000
Matched citations: S.3671
Retirement Fairness for Charities and Educational Institutions Act of 2025
2026 · second_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (S.3671)
Client expense: — · Firm income: $30,000
Matched citations: S. 424
Generating Retirement Ownership through Long-Term Holding
2026 · first_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (no bill number)
Client expense: — · Firm income: $30,000
Matched citations: S. 1839
Improving Disclosure for Investors Act of 2025
2026 · first_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (no bill number)
Client expense: — · Firm income: $30,000
Matched citations: S.1877
Retirement Fairness for Charities and Educational Institutions Act of 2025
2026 · first_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (no bill number)
Client expense: — · Firm income: $30,000
Matched citations: S. 424
Generating Retirement Ownership through Long-Term Holding
2025 · fourth_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (no bill number)
Client expense: — · Firm income: $30,000
Matched citations: S. 1839
Improving Disclosure for Investors Act of 2025
2025 · fourth_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (no bill number)
Client expense: — · Firm income: $30,000
Matched citations: S.1877
Retirement Fairness for Charities and Educational Institutions Act of 2025
2025 · fourth_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (no bill number)
Client expense: — · Firm income: $30,000
Matched citations: S. 424
Generating Retirement Ownership through Long-Term Holding
2025 · third_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (no bill number)
Client expense: — · Firm income: $30,000
Matched citations: S. 1839
Improving Disclosure for Investors Act of 2025
2025 · third_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (no bill number)
Client expense: — · Firm income: $30,000
Matched citations: S.1877
Retirement Fairness for Charities and Educational Institutions Act of 2025
2025 · third_quarter · Client: INVESTMENT COMPANY INSTITUTE
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (no bill number)
Client expense: — · Firm income: $30,000
Matched citations: S. 424
Generating Retirement Ownership through Long-Term Holding
2025 · second_quarter · Client: INVESTMENT COMPANY INSTITUTE
Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 424, Improving Disclosure for Investors Act S.1877 Generate Retirement Ownership Through Long-Term Holding S. 1839 Increasing Investor Opportunities Act (no bill number)
Client expense: — · Firm income: $30,000
Matched citations: S. 1839
Improving Disclosure for Investors Act of 2025
2025 · second_quarter · Client: INVESTMENT COMPANY INSTITUTE
Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 424, Improving Disclosure for Investors Act S.1877 Generate Retirement Ownership Through Long-Term Holding S. 1839 Increasing Investor Opportunities Act (no bill number)
Client expense: — · Firm income: $30,000
Matched citations: S.1877
Retirement Fairness for Charities and Educational Institutions Act of 2025
2025 · second_quarter · Client: INVESTMENT COMPANY INSTITUTE
Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 424, Improving Disclosure for Investors Act S.1877 Generate Retirement Ownership Through Long-Term Holding S. 1839 Increasing Investor Opportunities Act (no bill number)
Client expense: — · Firm income: $30,000
Matched citations: S. 424
Retirement Fairness for Charities and Educational Institutions Act of 2025
2025 · first_quarter · Client: INVESTMENT COMPANY INSTITUTE
Implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; Improving Disclosure for Investors Act (no bill number); Financial Stability Oversight Council Improvement Act (no bill number); Increasing Investor Opportunities Act (no bill number)
Client expense: — · Firm income: $30,000
Matched citations: S. 424
Improving Disclosure for Investors Act of 2023
2024 · fourth_quarter · Client: INVESTMENT COMPANY INSTITUTE
Implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; H.R. 1807, Improving Disclosure for Investors Act; H.R. 3812, Financial Stability Oversight Council Improvement Act; H.R. 2627, Increasing Investor Opportunities Act; S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024
Client expense: — · Firm income: $30,000
Matched citations: H.R. 1807
Increasing Investor Opportunities Act
2024 · fourth_quarter · Client: INVESTMENT COMPANY INSTITUTE
Implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; H.R. 1807, Improving Disclosure for Investors Act; H.R. 3812, Financial Stability Oversight Council Improvement Act; H.R. 2627, Increasing Investor Opportunities Act; S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024
Client expense: — · Firm income: $30,000
Matched citations: H.R. 2627
Financial Stability Oversight Council Improvement Act of 2023
2024 · fourth_quarter · Client: INVESTMENT COMPANY INSTITUTE
Implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; H.R. 1807, Improving Disclosure for Investors Act; H.R. 3812, Financial Stability Oversight Council Improvement Act; H.R. 2627, Increasing Investor Opportunities Act; S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024
Client expense: — · Firm income: $30,000
Matched citations: H.R. 3812
Retirement Fairness for Charities and Educational Institutions Act of 2024
2024 · fourth_quarter · Client: INVESTMENT COMPANY INSTITUTE
Implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act; H.R. 1807, Improving Disclosure for Investors Act; H.R. 3812, Financial Stability Oversight Council Improvement Act; H.R. 2627, Increasing Investor Opportunities Act; S. 4917, Retirement Fairness for Charities and Educational Institutions Act of 2024
Client expense: — · Firm income: $30,000
Matched citations: S. 4917
Source: Senate LDA