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Reported covered position: Senior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn Kilpatrick
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Improving Disclosure for Investors Act of 2025
Client: LPL FINANCIAL LLC · Firm: MINDSET ADVOCACY, LLC
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Improving Disclosure for Investors Act of 2025
Client: LPL FINANCIAL LLC · Firm: MINDSET ADVOCACY, LLC
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
VISA USA, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
Source: Senate LDA
| NEW YORK LIFE INSURANCE COMPANY |
| 29 |
| 2016–2023 |
| ZILLOW GROUP, INC. | 28 | 2019–2026 |
| THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 27 | 2016–2023 |
| AMERICAN INVESTMENT COUNCIL | 25 | 2019–2024 |
| B.S.D. CAPITAL, INC. DBA LENDISTRY | 25 | 2020–2026 |
| EQUITABLE | 24 | 2017–2022 |
| METROPOLITAN LIFE INSURANCE COMPANY | 24 | 2016–2021 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 24 | 2018–2023 |
| AFLAC INC | 23 | 2016–2022 |
| INVESTMENT ADVISER ASSOCIATION (IAA) | 23 | 2021–2026 |
| NATIONWIDE INSURANCE | 23 | 2016–2022 |
| NOMURA HOLDING AMERICA INC. | 23 | 2016–2022 |
| PRUDENTIAL FINANCIAL INC | 23 | 2016–2022 |
| STATE FARM INSURANCE COMPANIES | 23 | 2016–2022 |
| TIAA | 23 | 2016–2022 |
| MUTUAL OF OMAHA INSURANCE COMPANY | 21 | 2016–2021 |
| AMAZON WEB SERVICES | 20 | 2020–2026 |
| MANAGED FUNDS ASSOCIATION | 19 | 2016–2021 |
| ARNALL GOLDEN GREGORY, LLP | 17 | 2022–2026 |
| ASSOCIATION FOR CORPORATE GROWTH, INC. | 16 | 2016–2019 |
| ROCK CENTRAL | 16 | 2021–2024 |
| ARCH CAPITAL GROUP (U.S.) INC. | 15 | 2019–2022 |
| HSBC TECHNOLOGY & SERVICES (USA) INC. | 15 | 2023–2026 |
| COMMERCIAL REAL ESTATE EXCHANGE, INC. | 14 | 2022–2025 |
| STELLAR DEVELOPMENT FOUNDATION | 14 | 2021–2024 |
| WELLS FARGO & COMPANY | 14 | 2021–2025 |
| QUICKEN LOANS | 13 | 2018–2021 |
| THE BLACKSTONE GROUP, INC. | 13 | 2022–2024 |
| BARCLAYS US GPF INC. | 12 | 2021–2023 |
| COURIER PLUS, INC. DBA DUTCHIE | 12 | 2022–2024 |
| MELLON FINANCIAL SERVICES CORPORTATION #1 | 12 | 2023–2026 |
| SIXTH STREET PARTNERS, LLC | 12 | 2024–2026 |
| KEYCORP | 11 | 2023–2026 |
| KROLL BOND RATING AGENCY, INC. | 11 | 2020–2022 |
| HCBS ADVOCACY, LLC | 10 | 2019–2024 |
| INTUIT, INC. AND AFFILIATES | 10 | 2023–2025 |
| ROCKET LIMITED PARTNERSHIP | 10 | 2024–2026 |
| SOLO FUNDS | 10 | 2021–2023 |
| Paradigm Operations LP | 9 | 2023–2024 |
| SOLANA FOUNDATION | 9 | 2023–2025 |
| STRIPE, INC. | 9 | 2023–2025 |
| LEDGER SAS | 8 | 2023–2024 |
| COPENHAGEN INFRASTRUCTURE PARTNERS INC. | 7 | 2025–2026 |
| MANUFACTURED HOUSING INSTITUTE | 7 | 2023–2025 |
| PRETIUM PARTNERS | 7 | 2022–2023 |
| CEDAR INNOVATION FOUNDATION | 6 | 2023–2024 |
| PASS USMCA COALITION | 6 | 2019 |
| THE BUILD COALITION | 6 | 2017–2018 |
| CELO FOUNDATION | 5 | 2022 |
| CQ MEDICAL | 5 | 2025 |
| SMALL BUSINESS INVESTOR ALLIANCE (SBIA) | 5 | 2020 |
| WASHINGTON COMMANDERS FOOTBALL TEAM | 5 | 2022 |
| 2U, Inc. | 4 | 2023 |
| FORWARDLINE FINANCIAL | 4 | 2020 |
| INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) | 4 | 2024–2026 |
| NESTIDD | 4 | 2026 |
| ZESTFINANCE, INC. DBA ZEST AI | 4 | 2025 |
| BITCOIN DEPOT OPERATING LLC | 3 | 2025 |
| INSURANCE STABILIZATION COALITION | 3 | 2024–2025 |
| CITIGROUP WASHINGTON, INC. | 2 | 2019 |
| FAIR ISAAC CORPORATION (DBA FICO) | 2 | 2022 |
| FEDERAL HOME LOAN BANK OF NEW YORK (FHLBNY) | 2 | 2026 |
| KLARNA INC. | 2 | 2021 |
| PIPELINE HEALTH SYSTEM | 2 | 2022 |
| TRUEHOLD | 2 | 2026 |
| MUNICIPAL SECURITIES RULEMAKING BOARD | 1 | 2022 |
| PETROSMITH OBO BLUE WOLF CAPITAL PARTNERS LLC | 1 | 2025 |
Improving Disclosure for Investors Act of 2025
Client: LPL FINANCIAL LLC · Firm: MINDSET ADVOCACY, LLC
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025. H.R. 6644 - 21st Century ROAD to Housing Act.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025.
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
21st Century ROAD to Housing Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
21st Century ROAD to Housing Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
21st Century ROAD to Housing Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025. H.R. 6644 - 21st Century ROAD to Housing Act.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025. H.R. 6644 - 21st Century ROAD to Housing Act.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025. H.R. 6644 - 21st Century ROAD to Housing Act.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025. H.R. 6644 - 21st Century ROAD to Housing Act.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025.
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
General Tax Reform; Minimum Book Income Tax; Budget Reconciliation bill H.Con.Res.14
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
General Tax Reform; Minimum Book Income Tax; Budget Reconciliation bill H.Con.Res.14
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582/PL 119-27. STABLE Act, H.R. 2392. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026, specifically S.Amdt. 3216 relating to the cost of acceptance at commissaries
Improving Disclosure for Investors Act of 2025
Client: LPL FINANCIAL LLC · Firm: MINDSET ADVOCACY, LLC
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Improving Disclosure for Investors Act of 2025
Client: LPL FINANCIAL LLC · Firm: MINDSET ADVOCACY, LLC
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Improving Disclosure for Investors Act of 2025
Client: LPL FINANCIAL LLC · Firm: MINDSET ADVOCACY, LLC
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026 / PL 119-60. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
21st Century ROAD to Housing Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582/PL 119-27. STABLE Act, H.R. 2392. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026, specifically S.Amdt. 3216 relating to the cost of acceptance at commissaries
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026 / PL 119-60. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
National Defense Authorization Act for Fiscal Year 2026
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026 / PL 119-60. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
National Defense Authorization Act for Fiscal Year 2026
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582/PL 119-27. STABLE Act, H.R. 2392. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026, specifically S.Amdt. 3216 relating to the cost of acceptance at commissaries
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Small Business Technological Act of 2025
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 305 - Small Business Technology Act, provisions addressing barriers to digital adoption
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and CCCA amendment to the FAA Reauthorization Act ( Public Law No: 118-63).
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, and CCCA amendment to the FAA Reauthorization Act (Public Law No: 118-63).
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and CCCA amendment to the FAA Reauthorization Act ( Public Law No: 118-63).
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and CCCA amendment to the FAA Reauthorization Act ( Public Law No: 118-63).
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, and CCCA amendment to the FAA Reauthorization Act (Public Law No: 118-63).
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, and H.R.4366, the Consolidated Appropriations Act, 2024.
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and CCCA amendment to the FAA Reauthorization Act ( Public Law No: 118-63).
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, and H.R.4366, the Consolidated Appropriations Act, 2024.
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and H.R.4366, the Consolidated Appropriations Act, 2024.
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, and CCCA amendment to the FAA Reauthorization Act (Public Law No: 118-63).
Small Business Technological Advancement Act
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 2330 - Small Business Technological Advancement Act, provisions addressing barriers to digital adoption
Small Business Technological Advancement Act
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 2330 - Small Business Technological Advancement Act, provisions addressing barriers to digital adoption
Small Business Technological Advancement Act
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 2330 - Small Business Technological Advancement Act, provisions addressing barriers to digital adoption
Small Business Technological Advancement Act
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 2330 - Small Business Technological Advancement Act, provisions addressing barriers to digital adoption
National Defense Authorization Act for Fiscal Year 2025
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; S.4638, National Defense Authorization Act for Fiscal Year 2025
National Defense Authorization Act for Fiscal Year 2025
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; S.4638, National Defense Authorization Act for Fiscal Year 2025; Protecting Consumers from Abusive Mortgage Leads Act
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, the National Defense Authorization Act for Fiscal Year 2024, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, the National Defense Authorization Act for Fiscal Year 2024, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, the FY 2024 National Defense Authorization Act, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, the FY 2024 National Defense Authorization Act, and H.R.4366, the Consolidated Appropriations Act, 2024.
S. 1838/H.R. 3881 - the Credit Card Competition Act.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, the FY 2024 National Defense Authorization Act, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, the National Defense Authorization Act for Fiscal Year 2024, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, the FY 2024 National Defense Authorization Act, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, the FY 2024 National Defense Authorization Act, and H.R.4366, the Consolidated Appropriations Act, 2024.
S. 1838/H.R. 3881 - the Credit Card Competition Act.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, the FY 2024 National Defense Authorization Act, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, the National Defense Authorization Act for Fiscal Year 2024, and H.R.4366, the Consolidated Appropriations Act, 2024.
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, the National Defense Authorization Act for Fiscal Year 2024, and H.R.4366, the Consolidated Appropriations Act, 2024.
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, the FY 2024 National Defense Authorization Act, and H.R.4366, the Consolidated Appropriations Act, 2024.
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, the FY 2024 National Defense Authorization Act, and H.R.4366, the Consolidated Appropriations Act, 2024.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.
2026 · third_quarter · Q3
Issues related to small businesses
Issues related to private investment and private capital
Issues related to housing
Issues related to sports and entertainment
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ROCKET LIMITED PARTNERSHIP via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General Tax Reform; Issues related to implementation of OB3
Data privacy issues
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
PWC US GROUP LLP via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues impacting the accounting and auditing profession; and independence of accounting standard setting
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NESTIDD via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Intellectual and developmental disabilities housing Issues within the 21st Century ROAD to Housing Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to implementation of OB3. Section 199A.
Issues related to Section 199A.
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
General interest in retirement issues. Issues related to independent contracting for financial advisors. Issues related to DOL fiduciary rule; Trump accounts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
B.S.D. CAPITAL, INC. DBA LENDISTRY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issued related to SBA lending Issues related to CDFI lending and loan administration Implementation of infrastructure bill
Filing targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT ADVISER ASSOCIATION (IAA) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to investment management Small Entity Act Digital assets and tokenization
Issues related to retirement security Issues related to implementation of OB3 GROWTH Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Trump accounts
Tax policy
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Retirement and savings reform; digital assets and tokenization
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HSBC TECHNOLOGY & SERVICES (USA) INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, issues related to bank capital requirements, issues related to digital assets legislation and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COPENHAGEN INFRASTRUCTURE PARTNERS INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Energy permitting reform
Energy permitting reform; Update on energy project development
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ARNALL GOLDEN GREGORY, LLP via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to public housing agencies and performance based contract administration
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMAZON WEB SERVICES via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to SAMOSA Issues related to cloud services and cloud service providers Issues related to cybersecurity and artificial intelligence
Issues related to appropriations
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
VISA USA, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025. H.R. 6644 - 21st Century ROAD to Housing Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Accredited investor legislation and regulations, Reg A+, Closed-End Funds, Federal securities registration
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
SIXTH STREET PARTNERS, LLC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to sports and entertainment
Issues related to private investment and private capital
Issues related to small businesses
ROCKET LIMITED PARTNERSHIP via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
General Tax Reform; Issues related to implementation of OB3
Data privacy issues
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
PWC US GROUP LLP via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues impacting the accounting and auditing profession; and independence of accounting standard setting
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NESTIDD via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Intellectual and developmental disabilities housing Issues within the 21st Century ROAD to Housing Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General interest in retirement issues. Issues related to independent contracting for financial advisors. Issues related to DOL fiduciary rule; Trump accounts.
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to implementation of OB3. Section 199A.
Issues related to Section 199A.
B.S.D. CAPITAL, INC. DBA LENDISTRY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issued related to SBA lending Issues related to CDFI lending and loan administration Implementation of infrastructure bill
Filing targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESTMENT ADVISER ASSOCIATION (IAA) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to retirement security Issues related to implementation of OB3 GROWTH Act
Issues related to investment management Small Entity Act Digital assets and tokenization
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Trump accounts
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Retirement and savings reform; digital assets and tokenization
Tax policy
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HSBC TECHNOLOGY & SERVICES (USA) INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, issues related to bank capital requirements, issues related to digital assets legislation and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COPENHAGEN INFRASTRUCTURE PARTNERS INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Energy permitting reform; Update on energy project development
Energy permitting reform
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ARNALL GOLDEN GREGORY, LLP via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to public housing agencies and performance based contract administration
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMAZON WEB SERVICES via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to appropriations
Issues related to SAMOSA Issues related to cloud services and cloud service providers Issues related to cybersecurity and artificial intelligence
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
TRUEHOLD via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
21st Century Road to Housing Legislation and Implementation
Filing targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
TRUEHOLD via MINDSET ADVOCACY, LLC
2026 · first_quarter · RR
21st Century Road to Housing Legislation and Implementation
ZILLOW GROUP, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · 1T
Issues related to home valuation, real estate market trends and outlook; Issues related to data security and privacy; Issues related to online real estate; Mortgage policy, AI; Data access and competition
Issues related to housing Issues related to implementation of OB3
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
VISA USA, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
SIXTH STREET PARTNERS, LLC via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to housing
Issues related to small businesses
Issues related to private investment and private capital
ROCKET LIMITED PARTNERSHIP via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
General Tax Reform; Minimum Book Income Tax; Issues related to implementation of OB3
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Data privacy issues
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
PWC US GROUP LLP via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues impacting the accounting and auditing profession; and independence of accounting standard setting
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NESTIDD via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Intellectual and developmental disabilities housing Issues within the 21st Century ROAD to Housing Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
General interest in retirement issues. Issues related to independent contracting for financial advisors. Issues related to DOL fiduciary rule.
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to implementation of OB3. Section 199A.
B.S.D. CAPITAL, INC. DBA LENDISTRY via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issued related to SBA lending Issues related to CDFI lending and loan administration Implementation of infrastructure bill
Filing targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
KEYCORP via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESTMENT ADVISER ASSOCIATION (IAA) via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to investment management; Small Entity Act
Issues related to retirement security Issues related to implementation of OB3
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Retirement and savings reform.
Tax policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Accredited investor legislation and regulations, Reg A+, Closed-End Funds, Federal securities registration
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
HSBC TECHNOLOGY & SERVICES (USA) INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, issues related to bank capital requirements, issues related to digital assets legislation and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FEDERAL HOME LOAN BANK OF NEW YORK (FHLBNY) via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
COPENHAGEN INFRASTRUCTURE PARTNERS INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Energy permitting reform; Update on energy project development
Energy permitting reform
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MELLON FINANCIAL SERVICES CORPORATION #1 via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
General banking and financial regulation
Digital assets taxation
General banking and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ARNALL GOLDEN GREGORY, LLP via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to public housing agencies and performance based contract administration
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMAZON WEB SERVICES via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to appropriations
Issues related to SAMOSA Issues related to cloud services and cloud service providers Issues related to cybersecurity and artificial intelligence
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NESTIDD via MINDSET ADVOCACY, LLC
2026 · first_quarter · RR
Intellectual and developmental disabilities housing; Issues within the 21st Century ROAD to Housing Act
FEDERAL HOME LOAN BANK OF NEW YORK (FHLBNY) via MINDSET ADVOCACY, LLC
2026 · first_quarter · RR
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
General interest in retirement issues. Issues related to independent contracting for financial advisors. Issues related to DOL fiduciary rule.
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to implementation of OB3. Section 199A.
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
VISA USA, INC. via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026 / PL 119-60. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
ZILLOW GROUP, INC. via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues related to home valuation, real estate market trends and outlook; Issues related to data security and privacy; Issues related to online real estate; Mortgage policy, AI; Data access and competition
Issues related to housing Issues related to implementation of OB3
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ZESTFINANCE, INC. DBA ZEST AI via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues related to fintech, AI, and financial services
Issues related to fintech, AI, and financial services
Issues related to fintech, AI, and financial services
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
SIXTH STREET PARTNERS, LLC via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues related to private investment and private capital
Issues related to housing
Issues related to sports and entertainment
ROCKET LIMITED PARTNERSHIP via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Data privacy issues
General Tax Reform; Minimum Book Income Tax; Issues related to implementation of OB3
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
PWC US GROUP LLP via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues impacting the accounting and auditing profession; and independence of accounting standard setting
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
B.S.D. CAPITAL, INC. DBA LENDISTRY via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issued related to SBA lending Issues related to CDFI lending and loan administration Implementation of infrastructure bill
Filing targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
KEYCORP via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESTMENT ADVISER ASSOCIATION (IAA) via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues related to investment management; Small Entity Act
Issues related to retirement security Issues related to implementation of OB3
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Retirement and savings reform.
Tax policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HSBC TECHNOLOGY & SERVICES (USA) INC. via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, issues related to bank capital requirements, issues related to digital assets legislation and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMERCIAL REAL ESTATE EXCHANGE, INC. via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Policy Issues related to commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CQ MEDICAL via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues related to intellectual property and China
Issues related to intellectual property and China
Issues related to intellectual property and China
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COPENHAGEN INFRASTRUCTURE PARTNERS INC. via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Energy permitting reform
Energy permitting reform
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MELLON FINANCIAL SERVICES CORPORTATION #1 via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
General banking and financial regulation
General banking and financial regulation
Digital assets taxation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ARNALL GOLDEN GREGORY, LLP via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues related to public housing agencies and performance based contract administration
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMAZON WEB SERVICES via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues related to SAMOSA Issues related to cloud services and cloud service providers Issues related to cybersecurity and artificial intelligence
Issues related to appropriations
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SIXTH STREET PARTNERS, LLC via MINDSET ADVOCACY, LLC
2025 · third_quarter · 3A
Issues related to private investment and private capital
Issues related to housing
Issues related to sports
VISA USA, INC. via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582/PL 119-27. STABLE Act, H.R. 2392. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026, specifically S.Amdt. 3216 relating to the cost of acceptance at commissaries
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
KEYCORP via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
General banking matters; legislative and regulatory matters impacting regional financial institutions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SIXTH STREET PARTNERS, LLC via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Issues related to private investment and private capital
Issues related to housing
Issues related to sports
INVESTMENT ADVISER ASSOCIATION (IAA) via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Issues related to investment management; Small Entity Act
Issues related to retirement security Issues related to OB3
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds; Retirement and savings reform.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HSBC TECHNOLOGY & SERVICES (USA) INC. via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COMMERCIAL REAL ESTATE EXCHANGE, INC. via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Policy Issues related to commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMAZON WEB SERVICES via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Issues related to SAMOSA Issues related to cloud services and cloud service providers Issues related to cybersecurity and artificial intelligence
Issues related to appropriations
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
General tax policy; Issues related to reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
CQ MEDICAL via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Issues related to intellectual property and China
Issues related to intellectual property and China
Issues related to intellectual property and China
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WELLS FARGO & COMPANY via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
General banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ZESTFINANCE, INC. DBA ZEST AI via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Issues related to fintech, AI, and financial services
Issues related to fintech, AI, and financial services
Issues related to fintech, AI, and financial services
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
ARNALL GOLDEN GREGORY, LLP via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Issues related to public housing agencies and performance based contract administration
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ZILLOW GROUP, INC. via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Issues related to home valuation, real estate market trends and outlook; Issues related to data security and privacy; Issues related to online real estate; Mortgage policy, AI; Data access and competition
Issues related to housing Issues related to OB3
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ROCKET LIMITED PARTNERSHIP via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Data privacy issues
General Tax Reform; Minimum Book Income Tax; Issues related to OB3
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
PWC US GROUP LLP via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Issues impacting the accounting and auditing profession; and independence of accounting standard setting
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
LPL FINANCIAL LLC via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
General interest in retirement issues. Issues related to independent contracting for financial advisors. Issues related to DOL fiduciary rule.
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to OB3. Section 199A.
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. General interest in enhancing Diversity and Inclusion best practices within the financial services industry. H.R.2441 - Improving Disclosure for Investors Act of 2025.
B.S.D. CAPITAL, INC. DBA LENDISTRY via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Issued related to SBA lending Issues related to CDFI lending and loan administration Implementation of infrastructure bill
Filing targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INTUIT, INC. AND AFFILIATES via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy
COPENHAGEN INFRASTRUCTURE PARTNERS INC. via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
Energy permitting reform; IRA energy tax provisions, Big Beautiful Bill
Energy permitting reform; IRA energy tax provisions, Big Beautiful Bill
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MELLON FINANCIAL SERVICES CORPORTATION #1 via MINDSET ADVOCACY, LLC
2025 · third_quarter · Q3
General banking and financial regulation
General banking and financial regulation
Digital assets taxation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PETROSMITH OBO BLUE WOLF CAPITAL PARTNERS LLC via MINDSET ADVOCACY, LLC
2025 · third_quarter · RR
Issues related to sec 232 steel/aluminum derivatives
Issues related to sec 232 steel/aluminum derivatives
SIXTH STREET PARTNERS, LLC via MINDSET ADVOCACY, LLC
2025 · second_quarter · Q2
Issues related to private investment and private capital
Issues related to housing
Issues related to sports
ROCKET LIMITED PARTNERSHIP via MINDSET ADVOCACY, LLC
2025 · second_quarter · Q2
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Data privacy issues
General Tax Reform; Minimum Book Income Tax; Budget Reconciliation bill H.Con.Res.14
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
ARNALL GOLDEN GREGORY, LLP via MINDSET ADVOCACY, LLC
2025 · second_quarter · Q2
Issues related to public housing agencies and performance based contract administration
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ZILLOW GROUP, INC. via MINDSET ADVOCACY, LLC
2025 · second_quarter · Q2
Issues related to home valuation, real estate market trends and outlook; Issues related to data security and privacy; Issues related to online real estate; Mortgage policy, AI; Data access and competition
Issues related to housing Issues related to current reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ZESTFINANCE, INC. DBA ZEST AI via MINDSET ADVOCACY, LLC
2025 · second_quarter · Q2
Issues related to fintech, AI, and financial services
Issues related to fintech, AI, and financial services
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WELLS FARGO & COMPANY via MINDSET ADVOCACY, LLC
2025 · second_quarter · Q2
General banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to housing
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to sports and entertainment
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to Section 199A.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Housing, Liquidity, Tax Exempt Bonds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Housing, Liquidity, Tax Exempt Bonds
Issues related to Section 199A.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to small businesses
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to small businesses
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to artificial intelligence
Issues related to small businesses
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
Promote financial health and literacy for small businesses and consumers Support greater access to financial services and financial inclusion Promote payments infrastructure modernization and market competition
Promote small business development and growth Support small business regulatory modernization Expanding access to capital
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), White House Office
Issues related to artificial intelligence
Issues related to small businesses
Filing targets: HOUSE OF REPRESENTATIVES, SENATE