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Reported covered position: Chief of Staff, Rep. Bill Foster
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.
Financial Exploitation Prevention Act of 2025
Client: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. · Firm: MINDSET ADVOCACY, LLC
HR 2478
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.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
WESTERN ALLIANCE BANK via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Low income housing tax credit provisions
General Banking and Mortgage Finance Issues
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
Source: Senate LDA
| HSBC TECHNOLOGY & SERVICES (USA) INC. |
| 15 |
| 2023–2026 |
| NATIONWIDE INSURANCE | 15 | 2023–2026 |
| NEW YORK LIFE INSURANCE COMPANY | 15 | 2023–2026 |
| OTC MARKETS GROUP | 15 | 2023–2026 |
| PFS INVESTMENTS, INC. | 15 | 2023–2026 |
| PROTECTIVE LIFE CORPORATION | 15 | 2023–2026 |
| PRUDENTIAL FINANCIAL INC | 15 | 2023–2026 |
| Paxos Trust Company, LLC | 15 | 2023–2026 |
| STATE FARM INSURANCE COMPANIES | 15 | 2023–2026 |
| THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 15 | 2023–2026 |
| TIAA | 15 | 2023–2026 |
| VISA USA, INC. | 15 | 2023–2026 |
| AMERIPRISE FINANCIAL | 14 | 2023–2026 |
| BETTERMENT LLC | 14 | 2023–2026 |
| INTUIT, INC. AND AFFILIATES | 14 | 2023–2026 |
| MANUFACTURED HOUSING INSTITUTE | 14 | 2023–2026 |
| METROPOLITAN LIFE INSURANCE COMPANY | 14 | 2023–2026 |
| Western Alliance Bank | 14 | 2023–2026 |
| INTERNATIONAL COUNCIL OF SHOPPING CENTERS, INC. DBA ICSC | 13 | 2023–2026 |
| INTERCONTINENTALEXCHANGE, INC. | 12 | 2023–2026 |
| INVESCO LTD. | 11 | 2024–2026 |
| PAYCHEX, INC. | 11 | 2023–2026 |
| REMITLY | 11 | 2024–2026 |
| SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC. | 11 | 2024–2026 |
| BILT TECHNOLOGIES, INC. | 10 | 2024–2026 |
| MUNICIPAL SECURITIES RULEMAKING BOARD | 10 | 2024–2026 |
| THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES | 10 | 2023–2025 |
| THE GOLDMAN SACHS GROUP, INC. | 10 | 2024–2026 |
| ARCH CAPITAL GROUP (U.S.) INC. | 9 | 2024–2026 |
| SOLANA FOUNDATION | 9 | 2023–2025 |
| FACTSET RESEARCH SYSTEMS INC. | 8 | 2024–2026 |
| Paradigm Operations LP | 8 | 2023–2024 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 8 | 2023–2024 |
| HCBS ADVOCACY, LLC | 7 | 2023–2024 |
| LEDGER SAS | 7 | 2023–2024 |
| STANDARD CHARTERED BANK | 7 | 2025–2026 |
| STRIPE, INC. | 7 | 2025–2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) | 7 | 2025–2026 |
| BARCLAYS US GPF INC. | 6 | 2023–2025 |
| BITCOIN DEPOT OPERATING LLC | 6 | 2025–2026 |
| CEDAR INNOVATION FOUNDATION | 6 | 2023–2024 |
| PONTERA, INC. | 6 | 2025–2026 |
| SOFI TECHNOLOGIES, INC. | 6 | 2023–2024 |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 5 | 2025–2026 |
| KROLL BOND RATING AGENCY, INC. | 5 | 2024–2025 |
| MIDFIRST BANK | 5 | 2023 |
| PLAID INC. | 5 | 2025–2026 |
| SIXTH STREET PARTNERS, LLC | 5 | 2024–2025 |
| VESTWELL HOLDINGS, INC | 5 | 2025–2026 |
| WILLIS NORTH AMERICA INC. | 5 | 2024 |
| B. RILEY FINANCIAL, INC. | 4 | 2024 |
| THE BLACKSTONE GROUP, INC. | 4 | 2024 |
| TRUEHOLD | 4 | 2026 |
| MONEY METALS EXCHANGE | 3 | 2026 |
| ASSOCIATION FOR CONSUMER DEBT RELIEF(ACDR) | 2 | 2026 |
| CONTINENTAL CASUALTY COMPANY | 2 | 2026 |
| COURIER PLUS, INC. DBA DUTCHIE | 2 | 2024 |
| NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS (NCCMP) | 2 | 2025–2026 |
| STELLAR DEVELOPMENT FOUNDATION | 2 | 2024 |
| ARNALL GOLDEN GREGORY, LLP | 1 | 2025 |
| FEDERAL HOME LOAN BANK OF NEW YORK (FHLBNY) | 1 | 2026 |
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.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: MINDSET ADVOCACY, LLC
HR 6324, the Retirement Simplification and Clarity Act, all provisions
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: MINDSET ADVOCACY, LLC
HR 6324, the Retirement Simplification and Clarity Act, all provisions
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: MINDSET ADVOCACY, LLC
HR 6324, the Retirement Simplification and Clarity Act, all provisions
21st Century ROAD to Housing Act
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
21st Century ROAD to Housing Act
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
21st Century ROAD to Housing Act
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. 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 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.
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.
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
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.
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.
Tax Relief for Fraud Victims Act
Client: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. · Firm: MINDSET ADVOCACY, LLC
HR 9500, tax incentives for financial planning
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.
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.
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 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.
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
ROAD to Housing Act of 2025
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
ROAD to Housing Act of 2025
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
ROAD to Housing Act of 2025
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
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.
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
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.
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 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.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Outbound Investment Education FSOC Proposed Analytic Framework and Interpretive Guidance Issues related to Blanket Authorizations for Investment Companies Issues related to ESG investment Proxy Voting Education Tax Education Cross-Trading of Fixed Income Funds Form N-Port Education Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Outbound Investment Education FSOC Proposed Analytic Framework and Interpretive Guidance Issues related to Blanket Authorizations for Investment Companies Issues related to ESG investment Proxy Voting Education Tax Education Cross-Trading of Fixed Income Funds Form N-Port Education Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA
Issues relating to the Credit Card Competition Act. S.1582/PL 119-27. STABLE Act, H.R. 2392
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. GENIUS Act, S. 394. STABLE Act, H.R. 2392
Issues relating to the Credit Card Competition Act. GENIUS Act, S. 394. STABLE Act, H.R. 2392
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
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
21st Century ROAD to Housing Act
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
Issues relating to the Credit Card Competition Act. S.1582/PL 119-27. STABLE Act, H.R. 2392
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
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.
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
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
National Defense Authorization Act for Fiscal Year 2026
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
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.
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
ROAD to Housing Act of 2025
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. 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
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. GENIUS Act, S. 394. STABLE Act, H.R. 2392
Issues relating to the Credit Card Competition Act. GENIUS Act, S. 394. STABLE Act, H.R. 2392
General issues related to remittances, including de-risking and taxation of consumers who send remittances. General issues related to digital identity. H.R. 10057 - Affordable Remittance Act and other matters related to nonbank access to FedNow.
General issues related to remittances, including de-risking and taxation of consumers who send remittances. General issues related to digital identity. H.R. 10057 - Affordable Remittance Act and other matters related to nonbank access to FedNow.
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
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 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; Amendment to the National Defense Authorization Act for Fiscal Year 2025 (Public Law No: 118-159); American Relief Act, 2025 (Public Law No: 118-158)
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 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; Amendment to the National Defense Authorization Act for Fiscal Year 2025 (Public Law No: 118-159); American Relief Act, 2025 (Public Law No: 118-158)
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 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 relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670
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 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; Amendment to the National Defense Authorization Act for Fiscal Year 2025 (Public Law No: 118-159); American Relief Act, 2025 (Public Law No: 118-158)
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670
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 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; Amendment to the National Defense Authorization Act for Fiscal Year 2025 (Public Law No: 118-159); American Relief Act, 2025 (Public Law No: 118-158)
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 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; Amendment to the National Defense Authorization Act for Fiscal Year 2025 (Public Law No: 118-159); American Relief Act, 2025 (Public Law No: 118-158)
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; Amendment to the National Defense Authorization Act for Fiscal Year 2025 (Public Law No: 118-159); American Relief Act, 2025 (Public Law No: 118-158)
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 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).
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 relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670
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 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 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 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.
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 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.
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.
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.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
VESTWELL HOLDINGS, INC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts Trump IRA ABLE accounts Savers Match
General retirement issues Trump accounts Trump IRA ABLE accounts Savers Match
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Issues related to banking and veteran affairs
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
TRUEHOLD via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
21st Century Road to Housing Legislation and Implementation
Filing targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
TIAA via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; parity for long term disability related to mental health; Workers Disability Benefits Parity Act; One Big Beautiful Act; Medicaid dental
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act; Medicaid dental
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
STRIPE, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Small business, entrepreneurship, payments, and financial regulation
Small business, entrepreneurship, payments, and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
STANDARD CHARTERED BANK via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Digital assets legislation and banking issues
Digital assets legislation and banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
REMITLY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General issues related to international payments including the de-risking of remittances and taxation of consumers who send remittances. Support greater access to financial services and financial inclusion. Promote payment infrastructure modernization and competition including matters related to nonbank access to FedNow and federal reserve systems.
Issues related to implementation of reconciliation. Issues related to international remittances.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
PROTECTIVE LIFE CORPORATION via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PFS INVESTMENTS, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Legislation and regulation related to provisions related to promoting workers entrepreneurial freedom.
Department of Labor ERISA rules.
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Filing targets: HOUSE OF REPRESENTATIVES, 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
PONTERA, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General banking and securities issues that touch on Ponteras business
General banking and securities issues that touch on Ponteras business
General retirement issues that touch on Ponteras business
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
PLAID INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Privacy and Security.
Financial Services Data Network, CFPB Opening-Banking rule and data-broker rules. Payments fraud issues.
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office
PAXOS TRUST COMPANY, LLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to draft stablecoin legislation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
OTC MARKETS GROUP via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Capital Markets legislation and regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General tax policy Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to AI and data privacy
HR 6324, the Retirement Simplification and Clarity Act, all provisions
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONWIDE INSURANCE via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues relating to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation Medicare supplemental healthcare and medigap plans
Issues related to implementation of reconciliation
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
MONEY METALS EXCHANGE via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to commodities trading
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
METROPOLITAN LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation ACRE Act Legislation impacting investment in single family rental
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
MANUFACTURED HOUSING INSTITUTE via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
Filing targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
INTUIT, INC. AND AFFILIATES via MINDSET ADVOCACY, LLC
2026 · 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 Harmonization of cyber security requirements and incident reporting standards
INVESCO LTD via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
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
INTERNATIONAL COUNCIL OF SHOPPING CENTERS, INC. DBA ICSC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General tax issues impacting commercial real estate
Issues relating to commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INTERCONTINENTALEXCHANGE, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Mortgage data and services
Federal Reserve Accounts
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
EQUITABLE via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CONTINENTAL CASUALTY COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to third-party litigation funding
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General retirement issues impacting personal finance
HR 2478
HR 9500, tax incentives for financial planning
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
MELLON FINANCIAL SERVICES CORPORATION #1 via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General banking and financial regulation
General banking and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BILT TECHNOLOGIES, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
BETTERMENT LLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to financial services and retirement savings
Issues related to financial services and retirement savings
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
ASSOCIATION FOR CONSUMER DEBT RELIEF(ACDR) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to consumer debt settlement, debt relief, and debt resolution
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, SENATE
ARCH CAPITAL GROUP (U.S.) INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Regulations and legislation impacting Housing Finance Market
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
AMERIPRISE FINANCIAL via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Ordinary treatment and other insurance related taxation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General tax policy; Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
AFLAC, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ASSOCIATION FOR CONSUMER DEBT RELIEF(ACDR) via MINDSET ADVOCACY, LLC
2026 · third_quarter · RR
Issues related to the Debt Settlement Disclosure Act, and other legislation and regulations related to debt settlement, debt relief, and debt resolution
INTUIT, INC. AND AFFILIATES via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
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
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
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
VISA USA, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
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.
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
WESTERN ALLIANCE BANK via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Low income housing tax credit provisions
General Banking and Mortgage Finance Issues
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
VESTWELL HOLDINGS, INC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General retirement issues Trump accounts Trump IRA
General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts Trump IRA
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Issues related to banking and veteran affairs
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
TRUEHOLD via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
21st Century Road to Housing Legislation and Implementation
Filing targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
TIAA via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; parity for long term disability related to mental health; Workers Disability Benefits Parity Act; One Big Beautiful Act; Medicaid dental
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
STRIPE, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Small business, entrepreneurship, payments, and financial regulation
Small business, entrepreneurship, payments, and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
STANDARD CHARTERED BANK via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Digital assets legislation and banking issues
Digital assets legislation and banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
REMITLY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General issues related to international payments including the de-risking of remittances and taxation of consumers who send remittances. Support greater access to financial services and financial inclusion. Promote payment infrastructure modernization and competition including matters related to nonbank access to FedNow and federal reserve systems.
Issues related to implementation of reconciliation. Issues related to international remittances.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
PROTECTIVE LIFE CORPORATION via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PFS INVESTMENTS, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Department of Labor ERISA rules.
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Legislation and regulation related to provisions related to promoting workers entrepreneurial freedom.
Filing targets: HOUSE OF REPRESENTATIVES, 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
PONTERA, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General banking and securities issues that touch on Ponteras business
General retirement issues that touch on Ponteras business
General banking and securities issues that touch on Ponteras business
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
PLAID INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Privacy and Security.
Financial Services Data Network, CFPB Opening-Banking rule and data-broker rules. Payments fraud issues.
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
PAYCHEX, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · 2T
PEP issues General retirement issues SECURE 2.0 implementation
Small business retirement
SECURE 2.0 implementation eFile RISE Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
PAXOS TRUST COMPANY, LLC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to draft stablecoin legislation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
OTC MARKETS GROUP via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Capital Markets legislation and regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General tax policy Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to AI and data privacy
HR 6324, the Retirement Simplification and Clarity Act, all provisions
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONWIDE INSURANCE via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues relating to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation Medicare supplemental healthcare and medigap plans
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
MONEY METALS EXCHANGE via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to commodities trading
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
METROPOLITAN LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation ACRE Act Legislation impacting investment in single family rental
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
MANUFACTURED HOUSING INSTITUTE via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
Filing targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
INVESCO LTD via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
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
INTERNATIONAL COUNCIL OF SHOPPING CENTERS, INC. DBA ICSC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues relating to commercial real estate
General tax issues impacting commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INTERCONTINENTALEXCHANGE, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Federal Reserve Accounts
Mortgage data and services
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
EQUITABLE via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CONTINENTAL CASUALTY COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Judiciary litigation reform
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
199A, tax incentives for financial planning
General retirement issues impacting personal finance
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
MELLON FINANCIAL SERVICES CORPORATION #1 via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General banking and financial regulation
General banking and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BILT TECHNOLOGIES, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
BETTERMENT LLC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to financial services and retirement savings
Issues related to financial services and retirement savings
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
ARCH CAPITAL GROUP (U.S.) INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Regulations and legislation impacting Housing Finance Market
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
AMERIPRISE FINANCIAL via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Ordinary treatment and other insurance related taxation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
General tax policy; Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
AFLAC, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MONEY METALS EXCHANGE via MINDSET ADVOCACY, LLC
2026 · second_quarter · RR
Issues related to commodities trading
FACTSET RESEARCH SYSTEMS INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · 1T
Issues relating to data use in financial markets, including the implementation of the Financial Data Transparency Act of 2022
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
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
INTUIT, INC. AND AFFILIATES via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy
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
WESTERN ALLIANCE BANK via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Low income housing tax credit provisions
General Banking and Mortgage Finance Issues
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
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
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.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
VESTWELL HOLDINGS, INC via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
General retirement issues Trump accounts
General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Issues related to banking and veteran affairs
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
TIAA via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act; Medicaid dental
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
STRIPE, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Small business, entrepreneurship, payments, and financial regulation
Small business, entrepreneurship, payments, and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
STANDARD CHARTERED BANK via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Digital assets legislation and banking issues
Digital assets legislation and banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
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
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), White House Office
Housing policy; electronic payments; credit reporting; rewards programs
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
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), White House Office
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act; Medicaid dental
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
Housing policy; electronic payments; credit reporting; rewards programs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
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
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 Harmonization of cyber security requirements and incident reporting standards
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), White House Office
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; parity for long term disability related to mental health; Workers Disability Benefits Parity Act; One Big Beautiful Act; Medicaid dental
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of