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Lobbying Spend
—
Filings
92
Firms Hired
2
Active Period
2009–2026
Client-reported lobbying expenses on LDA filings
Lobbying firms retained by this client; amounts are client-reported expenses when available
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
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to fund proxy voting; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 1033
Improving Disclosure for Investors Act of 2025
2026 · third_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to fund proxy voting; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 2441
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
2026 · third_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to fund proxy voting; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: HR 3383
Financial Stability Oversight Council Improvement Act of 2025
2026 · third_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to fund proxy voting; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 3682
Retirement Fairness for Charities and Educational Institutions Act of 2025
2026 · third_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to fund proxy voting; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: S.424
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to fund proxy voting; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 1033
Improving Disclosure for Investors Act of 2025
2026 · second_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to fund proxy voting; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 2441
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
2026 · second_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to fund proxy voting; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: HR 3383
Financial Stability Oversight Council Improvement Act of 2025
2026 · second_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to fund proxy voting; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 3682
Retirement Fairness for Charities and Educational Institutions Act of 2025
2026 · second_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to fund proxy voting; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: S.424
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 1033
Improving Disclosure for Investors Act of 2025
2026 · first_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 2441
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
2026 · first_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: HR 3383
Financial Stability Oversight Council Improvement Act of 2025
2026 · first_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 3682
Retirement Fairness for Charities and Educational Institutions Act of 2025
2026 · first_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Client expense: — · Firm income: $60,000
Matched citations: S.424
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; Issues related to index funds; issues related to access to investment opportunities; issues related to products and markets.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 1033
Improving Disclosure for Investors Act of 2025
2025 · fourth_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; Issues related to index funds; issues related to access to investment opportunities; issues related to products and markets.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 2441
Retirement Fairness for Charities and Educational Institutions Act of 2025
2025 · fourth_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; Issues related to index funds; issues related to access to investment opportunities; issues related to products and markets.
Client expense: — · Firm income: $60,000
Matched citations: S.424
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
2025 · third_quarter · Firm: WILLIAMS AND JENSEN, PLLC
General tax issues related to mutual funds. Taxation of long term investments. Taxation of RICs and ETFs; H.R. 1, One Big Beautiful Bill Act, potential negative impacts on markets and customers of proposed withholding tax on dividend payments.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 1
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; Issues related to index funds; issues related to access to investment opportunities; issues related to products and markets.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 1033
Improving Disclosure for Investors Act of 2025
2025 · third_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; Issues related to index funds; issues related to access to investment opportunities; issues related to products and markets.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 2441
Retirement Fairness for Charities and Educational Institutions Act of 2025
2025 · third_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; Issues related to index funds; issues related to access to investment opportunities; issues related to products and markets.
Client expense: — · Firm income: $60,000
Matched citations: S.424
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
2025 · second_quarter · Firm: WILLIAMS AND JENSEN, PLLC
General tax issues related to mutual funds. Taxation of long term investments. Taxation of RICs and ETFs; H.R. 1, One Big Beautiful Bill Act, potential negative impacts on markets and customers of proposed withholding tax on dividend payments.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 1
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; Issues related to index funds; issues related to access to investment opportunities; issues related to products and markets.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 1033
Improving Disclosure for Investors Act of 2025
2025 · second_quarter · Firm: WILLIAMS AND JENSEN, PLLC
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; Issues related to index funds; issues related to access to investment opportunities; issues related to products and markets.
Client expense: — · Firm income: $60,000
Matched citations: H.R. 2441
Source: Senate LDA