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Reported covered position: Special Advisor, Legislative Affairs, U.S. Department of the Treasury; Professional Staff Member, U.S. Senate Permanent Subcommittee on Investigations; Special Assistant, Office of Senator Rob Portman
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
ONDO FINANCE, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Issues related to the tokenization of securities
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
AMERICAN BANKERS ASSOCIATION via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Source: Senate LDA
| DELOITTE LLP |
| 4 |
| 2025–2026 |
| DONNELLY FINANCIAL SOLUTIONS | 4 | 2025–2026 |
| FMR LLC | 4 | 2025–2026 |
| INVESCO HOLDING COMPANY (US), INC. | 4 | 2025–2026 |
| LIBERTY MUTUAL GROUP | 4 | 2025–2026 |
| MANAGED FUNDS ASSOCIATION | 4 | 2025–2026 |
| OPTIONS CLEARING CORPORATION | 4 | 2025–2026 |
| ROBINHOOD MARKETS, INC. | 4 | 2025–2026 |
Issues related to financial data standards
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
DONNELLY FINANCIAL SOLUTIONS via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Data standards for SEC filings and the SEC's EDGAR Next rulemaking
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ANGELLIST via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Issues related to capital formation and investor access
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
AKOYA LLC via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Issues related to data access, data aggregation, and the implementation of Section 1033 of the Dodd-Frank Act
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
ROBINHOOD MARKETS, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Regulation of broker-dealers; issues related to cryptocurrencies; issues related to equity market structure
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MANAGED FUNDS ASSOCIATION via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Issues related to investment management regulation
Filing targets: Securities & Exchange Commission (SEC)
ALLY FINANCIAL, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Issues related to consumer banking
Issues related to consumer banking
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
OPTIONS CLEARING CORPORATION via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Implementation of Title VIII of Dodd-Frank Wall Street Reform and Consumer Protection Act; options market structure issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INVESCO HOLDING COMPANY (US), INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
LIBERTY MUTUAL GROUP via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
International discussions on appropriate standards for insurers; issues related to international capital standards
Housing finance reform
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
CBOE GLOBAL MARKETS, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Regulation of exchanges; equity market structure; issues related to digital assets
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
DELOITTE LLP via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
General issues and regulation of accounting
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FMR LLC via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Regulation of asset managers and broker-dealers; equity market structure
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
OPTIONS CLEARING CORPORATION via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Implementation of Title VIII of Dodd-Frank Wall Street Reform and Consumer Protection Act; options market structure issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ONDO FINANCE, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Issues related to the tokenization of securities
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
AMERICAN BANKERS ASSOCIATION via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Issues related to financial data standards
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
DONNELLY FINANCIAL SOLUTIONS via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Data standards for SEC filings and the SEC's EDGAR Next rulemaking
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ANGELLIST via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Issues related to capital formation and investor access
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
AKOYA LLC via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Issues related to data access, data aggregation, and the implementation of Section 1033 of the Dodd-Frank Act
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
ROBINHOOD MARKETS, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Regulation of broker-dealers; issues related to cryptocurrencies; issues related to equity market structure
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MANAGED FUNDS ASSOCIATION via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Issues related to investment management regulation
Filing targets: Securities & Exchange Commission (SEC)
ALLY FINANCIAL, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Issues related to consumer banking
Issues related to consumer banking
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
ALLY FINANCIAL, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Issues related to consumer banking
Issues related to consumer banking
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INVESCO HOLDING COMPANY (US), INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
LIBERTY MUTUAL GROUP via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
International discussions on appropriate standards for insurers; issues related to international capital standards
Housing finance reform
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
CBOE GLOBAL MARKETS, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Regulation of exchanges; equity market structure; issues related to digital assets
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
DELOITTE LLP via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
General issues and regulation of accounting
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FMR LLC via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Regulation of asset managers and broker-dealers; equity market structure
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ONDO FINANCE, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Issues related to the tokenization of securities
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
AMERICAN BANKERS ASSOCIATION via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Issues related to financial data standards
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
DONNELLY FINANCIAL SOLUTIONS via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Data standards for SEC filings and the SEC's EDGAR Next rulemaking
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ANGELLIST via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Issues related to capital formation and investor access
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
AKOYA LLC via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Issues related to data access, data aggregation, and the implementation of Section 1033 of the Dodd-Frank Act
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
ROBINHOOD MARKETS, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Regulation of broker-dealers; issues related to cryptocurrencies; issues related to equity market structure
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MANAGED FUNDS ASSOCIATION via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Issues related to investment management regulation
Filing targets: Securities & Exchange Commission (SEC)
ALLY FINANCIAL, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Issues related to consumer banking
Issues related to consumer banking
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
OPTIONS CLEARING CORPORATION via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Implementation of Title VIII of Dodd-Frank Wall Street Reform and Consumer Protection Act; options market structure issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INVESCO HOLDING COMPANY (US), INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
LIBERTY MUTUAL GROUP via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Housing finance reform
International discussions on appropriate standards for insurers; issues related to international capital standards
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
CBOE GLOBAL MARKETS, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Regulation of exchanges; equity market structure; issues related to digital assets
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
DELOITTE LLP via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
General issues and regulation of accounting
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FMR LLC via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Regulation of asset managers and broker-dealers; equity market structure
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ONDO FINANCE, INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
Issues related to the tokenization of securities
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
AMERICAN BANKERS ASSOCIATION via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
Issues related to financial data standards
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
DONNELLY FINANCIAL SOLUTIONS via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
Data standards for SEC filings and the SEC's EDGAR Next rulemaking
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ANGELLIST via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
Issues related to capital formation and investor access
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
AKOYA LLC via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
Issues related to data access, data aggregation, and the implementation of Section 1033 of the Dodd-Frank Act
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), White House Office
ROBINHOOD MARKETS, INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
Regulation of broker-dealers; issues related to cryptocurrencies; issues related to equity market structure
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MANAGED FUNDS ASSOCIATION via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
Issues related to investment management regulation
Filing targets: Securities & Exchange Commission (SEC)
ALLY FINANCIAL, INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
Issues related to consumer banking
Issues related to consumer banking
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
OPTIONS CLEARING CORPORATION via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
Implementation of Title VIII of Dodd-Frank Wall Street Reform and Consumer Protection Act; options market structure issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INVESCO HOLDING COMPANY (US), INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
Issues related to investment management regulation, including exchange-traded funds, mutual funds, and money market funds
Filing targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
LIBERTY MUTUAL GROUP via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
International discussions on appropriate standards for insurers; issues related to international capital standards
Housing finance reform
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
CBOE GLOBAL MARKETS, INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
Regulation of exchanges; equity market structure; issues related to digital assets
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
DELOITTE LLP via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
General issues and regulation of accounting
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FMR LLC via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
Regulation of asset managers and broker-dealers; equity market structure
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ONDO FINANCE, INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · RR
Issues related to the tokenization of securities