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Lobbying Income
—
Filings
94
Unique Clients
1
Active Period
2003–2026
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
INDEX Act
2023 · first_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act and other regulatory reform issues, including regulatory treatment of G-SIBs and custodial banks, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, and issues related to passive index investing. INDEX Act (S. 4241). Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues. Digital assets and digital asset custody. NMS plan governance. Advancement of diversity and inclusion initiatives.
Client expense: $340,000 · Firm income: —
Matched citations: S. 4241
INDEX Act
2022 · fourth_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act and other regulatory reform issues, including regulatory treatment of G-SIBs and custodial banks, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, and issues related to passive index investing. INDEX Act (S. 4241). Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues. Digital assets and digital asset custody. NMS plan governance. LIBOR transition. Advancement of diversity and inclusion initiatives.
Client expense: $330,000 · Firm income: —
Matched citations: S. 4241
INDEX Act
2022 · third_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act and other regulatory reform issues, including regulatory treatment of G-SIBs and custodial banks, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, and issues related to passive index investing. INDEX Act (S. 4241). Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues. Digital assets and digital asset custody. NMS plan governance. LIBOR transition. Advancement of diversity and inclusion initiatives.
Client expense: $150,000 · Firm income: —
Matched citations: S. 4241
INDEX Act
2022 · second_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act and other regulatory reform issues, including regulatory treatment of G-SIBs and custodial banks, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, and issues related to passive index investing. INDEX Act (S. 4241). Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues. Digital assets and digital asset custody. NMS plan governance. LIBOR transition. Advancement of diversity and inclusion initiatives.
Client expense: $400,000 · Firm income: —
Matched citations: S. 4241
Economic Growth, Regulatory Relief, and Consumer Protection Act
2020 · third_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act and other regulatory reform issues, including regulatory treatment of G-SIBs and custodial banks, swaps margin implementation, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, issues related to passive index investing, inter-affiliate margin issues, Volcker Rule, and cross-border application of the registration thresholds and external business conduct standards applicable to swap dealers and major swap participants. Implementation of the Economic Growth, Regulatory Relief, and Consumer Protection Act (S.2155). Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues. Digital assets. NMS plan governance. Advancement of diversity and inclusion initiatives. Response to the Covid 19 crisis, including matters related to market conditions, custody banking operations, and institutional deposit flows.
Client expense: $210,000 · Firm income: —
Matched citations: S.2155
Economic Growth, Regulatory Relief, and Consumer Protection Act
2020 · second_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act and other regulatory reform issues, including regulatory treatment of G-SIBs and custodial banks, swaps margin implementation, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, issues related to passive index investing, inter-affiliate margin issues, Volcker Rule, and cross-border application of the registration thresholds and external business conduct standards applicable to swap dealers and major swap participants. Implementation of the Economic Growth, Regulatory Relief, and Consumer Protection Act (S.2155). Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues. Digital assets. NMS plan governance. Advancement of diversity and inclusion initiatives. Response to the Covid 19 crisis, including matters related to market conditions, custody banking operations, and institutional deposit flows.
Client expense: $200,000 · Firm income: —
Matched citations: S.2155
Economic Growth, Regulatory Relief, and Consumer Protection Act
2020 · first_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act and other regulatory reform issues, including regulatory treatment of G-SIBs and custodial banks, swaps margin implementation, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, issues related to passive index investing, inter-affiliate margin issues, Volcker Rule, and cross-border application of the registration thresholds and external business conduct standards applicable to swap dealers and major swap participants. Implementation of the Economic Growth, Regulatory Relief, and Consumer Protection Act (S.2155). Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues. Digital assets. NMS plan governance. Advancement of diversity and inclusion initiatives. Response to the Covid 19 crisis, including matters related to market conditions, custody banking operations, and institutional deposit flows.
Client expense: $750,000 · Firm income: —
Matched citations: S.2155
Economic Growth, Regulatory Relief, and Consumer Protection Act
2019 · fourth_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act and other regulatory reform issues, including regulatory treatment of G-SIBs and custodial banks, swaps margin implementation, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, issues related to passive index investing, inter-affiliate margin issues, Volcker Rule, and cross-border application of the registration thresholds and external business conduct standards applicable to swap dealers and major swap participants. Implementation of the Economic Growth, Regulatory Relief, and Consumer Protection Act (S.2155). Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues. Digital assets.
Client expense: $200,000 · Firm income: —
Matched citations: S.2155
Economic Growth, Regulatory Relief, and Consumer Protection Act
2019 · third_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act and other regulatory reform issues, including regulatory treatment of G-SIBs and custodial banks, swaps margin implementation, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, issues related to passive index investing, inter-affiliate margin issues, Volcker Rule, and cross-border application of the registration thresholds and external business conduct standards applicable to swap dealers and major swap participants. Implementation of the Economic Growth, Regulatory Relief, and Consumer Protection Act (S.2155). Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues.
Client expense: $280,000 · Firm income: —
Matched citations: S.2155
Automatic Retirement Plan Act of 2017
2018 · fourth_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; S.3219 - Bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes
Client expense: $220,000 · Firm income: —
Matched citations: H.R. 4523
Retirement Enhancement and Savings Act of 2018
2018 · fourth_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; S.3219 - Bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes
Client expense: $220,000 · Firm income: —
Matched citations: H.R. 5282
Retirement Enhancement and Savings Act of 2018
2018 · fourth_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; S.3219 - Bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes
Client expense: $220,000 · Firm income: —
Matched citations: S. 2526
Automatic Retirement Plan Act of 2017
2018 · third_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; H.R. 4604 - Increasing Access to a Secure Retirement Act; S.3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act; S.3219 - Bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes; S.3220 - Refund to Rainy Day Savings Act; H.R.6990 - PRIA Act; next Portman/Cardin retirement bill
Client expense: $220,000 · Firm income: —
Matched citations: H.R. 4523
Increasing Access to a Secure Retirement Act of 2017
2018 · third_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; H.R. 4604 - Increasing Access to a Secure Retirement Act; S.3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act; S.3219 - Bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes; S.3220 - Refund to Rainy Day Savings Act; H.R.6990 - PRIA Act; next Portman/Cardin retirement bill
Client expense: $220,000 · Firm income: —
Matched citations: H.R. 4604
Retirement Enhancement and Savings Act of 2018
2018 · third_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; H.R. 4604 - Increasing Access to a Secure Retirement Act; S.3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act; S.3219 - Bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes; S.3220 - Refund to Rainy Day Savings Act; H.R.6990 - PRIA Act; next Portman/Cardin retirement bill
Client expense: $220,000 · Firm income: —
Matched citations: H.R. 5282
PRIA Act of 2018
2018 · third_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; H.R. 4604 - Increasing Access to a Secure Retirement Act; S.3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act; S.3219 - Bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes; S.3220 - Refund to Rainy Day Savings Act; H.R.6990 - PRIA Act; next Portman/Cardin retirement bill
Client expense: $220,000 · Firm income: —
Matched citations: H.R.6990
Retirement Enhancement and Savings Act of 2018
2018 · third_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; H.R. 4604 - Increasing Access to a Secure Retirement Act; S.3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act; S.3219 - Bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes; S.3220 - Refund to Rainy Day Savings Act; H.R.6990 - PRIA Act; next Portman/Cardin retirement bill
Client expense: $220,000 · Firm income: —
Matched citations: S. 2526
Strengthening Financial Security Through Short-Term Savings Accounts Act of 2018
2018 · third_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; H.R. 4604 - Increasing Access to a Secure Retirement Act; S.3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act; S.3219 - Bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes; S.3220 - Refund to Rainy Day Savings Act; H.R.6990 - PRIA Act; next Portman/Cardin retirement bill
Client expense: $220,000 · Firm income: —
Matched citations: S.3218
Refund to Rainy Day Savings Act
2018 · third_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; H.R. 4604 - Increasing Access to a Secure Retirement Act; S.3218 - Strengthening Financial Security Through Short-Term Savings Accounts Act; S.3219 - Bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the requirements for multiple employer plans, and for other purposes; S.3220 - Refund to Rainy Day Savings Act; H.R.6990 - PRIA Act; next Portman/Cardin retirement bill
Client expense: $220,000 · Firm income: —
Matched citations: S.3220
Automatic Retirement Plan Act of 2017
2018 · second_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; H.R. 4604 - Increasing Access to a Secure Retirement Act
Client expense: $250,000 · Firm income: —
Matched citations: H.R. 4523
Increasing Access to a Secure Retirement Act of 2017
2018 · second_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; H.R. 4604 - Increasing Access to a Secure Retirement Act
Client expense: $250,000 · Firm income: —
Matched citations: H.R. 4604
Retirement Enhancement and Savings Act of 2018
2018 · second_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; H.R. 4604 - Increasing Access to a Secure Retirement Act
Client expense: $250,000 · Firm income: —
Matched citations: H.R. 5282
Retirement Enhancement and Savings Act of 2018
2018 · second_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Retirement savings incentives, including H.R. 4523 - Automatic Retirement Plan Act; H.R. 5282/S. 2526 - Retirement Enhancement and Savings Act; H.R. 4604 - Increasing Access to a Secure Retirement Act
Client expense: $250,000 · Firm income: —
Matched citations: S. 2526
Consolidated Appropriations Act, 2016
2016 · fourth_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Issues related to systemic risk and resolution of large banks; HR 2029 - Consolidated Appropriations Act of 2016, with respect to banking policy issues.
Client expense: $350,000 · Firm income: —
Matched citations: HR 2029
Consolidated Appropriations Act, 2016
2016 · first_quarter · Client: STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Issues related to systemic risk and resolution of large banks; HR 2029 - Consolidated Appropriations Act of 2016, with respect to banking policy issues; HR 22 - Fixing Americas Surface Transportation Act, with respect to changes to payment of Fed dividends to member banks
Client expense: $390,000 · Firm income: —
Matched citations: HR 2029
Source: Senate LDA