JONATHAN JACKSON — Lobbyist Profile | Poliscope

JONATHAN JACKSON

Filings

336

Clients

Firms

Years active

2021–2026

Associated filing income

$10,522,500

How to read the money

Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.

Clients represented

Client	Filings	Years
ROBINHOOD	26	2021–2026
AMERICAN FINANCIAL SERVICES ASSOCIATION	24	2021–2026
GENERAL MOTORS	24	2021–2026
TRUIST	24	2021–2026
KPMG	23	2021–2026
NATIONAL BANKERS ASSOCIATION	23	2021–2026

Lobbying firms

Firm	Filings	Years
THE WILLIAMS GROUP	336	2021–2026

Bills explicitly cited in this lobbyist’s assigned issues (26)

No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.

H.R. 1566

REPAIR Act

Client: GENERAL MOTORS · Firm: THE WILLIAMS GROUP

Open original LDA filing ↗

Cited source text

H.R.1566/S.1379 - REPAIR Act S. 4429 and HR 8730 The Connected Vehicle Security Act of 2026

H.R. 1566

REPAIR Act

Client: GENERAL MOTORS · Firm: THE WILLIAMS GROUP

Open original LDA filing ↗

Cited source text

H.R.1566/S.1379 - REPAIR Act HR 6687 DRIVER Act H.R. 6688, ADAS Functionality and Integrity Act

Original LDA source filings (100)

Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.

ARES MANAGEMENT via THE WILLIAMS GROUP

2026 · third_quarter · Q3

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislative monitoring and congressional engagement pertaining to financial services.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

MASTERCARD via THE WILLIAMS GROUP

2026 · third_quarter · Q3

Firm income: $50,000Client expense: —Open original LDA filing ↗

Source: Senate LDA

Show 96 more original filings

FINANCIAL ACCOUNTING FOUNDATION via THE WILLIAMS GROUP

2026 · third_quarter · Q3

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Issues relating to the formulation and development of Financial Accounting Standards

Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

MUFG BANK, LTD. via THE WILLIAMS GROUP

2026 · third_quarter · Q3

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

BAN

Banking

Banking reform legislation

FIN

Financial Institutions/Investments/Securities

Securities law reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

H&R BLOCK via THE WILLIAMS GROUP

2026 · third_quarter · Q3

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

FIN

Financial Institutions/Investments/Securities

Consumer protection reform legislation

TAX

Taxation/Internal Revenue Code

Tax reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ROBINHOOD via THE WILLIAMS GROUP

2026 · third_quarter · Q3

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

TRUIST via THE WILLIAMS GROUP

2026 · third_quarter · Q3

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Banking and securities reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

THE MANAGED FUNDS ASSOCIATION via THE WILLIAMS GROUP

2026 · third_quarter · Q3

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

KPMG via THE WILLIAMS GROUP

2026 · third_quarter · Q3

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Legislation on accounting standards reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NATIONAL BANKERS ASSOCIATION via THE WILLIAMS GROUP

2026 · third_quarter · Q3

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Legislation impacting minority depository institutions and CDFIs

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN FINANCIAL SERVICES ASSOCIATION via THE WILLIAMS GROUP

2026 · third_quarter · Q3

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation impacting ILCs

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL MOTORS via THE WILLIAMS GROUP

2026 · third_quarter · Q3

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (4 issues)

AUT

Automotive Industry

H.R.1566/S.1379 - REPAIR Act S. 4429 and HR 8730 The Connected Vehicle Security Act of 2026

FIN

Financial Institutions/Investments/Securities

Legislation impact ILCs

TRD

Trade (domestic/foreign)

Trade issues in general

ECN

Economics/Economic Development

ARES MANAGEMENT via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislative monitoring and congressional engagement pertaining to financial services.

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

STRUCTURED FINANCE ASSOCIATION via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to securitization and fixed income securities

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NATIONAL ASSOCIATION OF MORTGAGE BROKERS via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Mortgage Reform Legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

MASTERCARD via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Interchange fee reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

FINANCIAL ACCOUNTING FOUNDATION via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Issues relating to the formulation and development of Financial Accounting Standards

Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

MUFG BANK, LTD. via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

FIN

Financial Institutions/Investments/Securities

Securities law reform legislation

BAN

Banking

Banking reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

H&R BLOCK via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

FIN

Financial Institutions/Investments/Securities

Consumer protection reform legislation

TAX

Taxation/Internal Revenue Code

Tax reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ROBINHOOD via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

TRUIST via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Banking and securities reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

THE MANAGED FUNDS ASSOCIATION via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

KPMG via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Legislation on accounting standards reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NATIONAL BANKERS ASSOCIATION via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Legislation impacting minority depository institutions and CDFIs

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN FINANCIAL SERVICES ASSOCIATION via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation impacting ILCs

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL MOTORS via THE WILLIAMS GROUP

2026 · second_quarter · Q2

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (4 issues)

TRD

Trade (domestic/foreign)

Trade issues in general

FIN

Financial Institutions/Investments/Securities

Legislation impact ILCs

AUT

Automotive Industry

H.R.1566/S.1379 - REPAIR Act HR 6687 DRIVER Act H.R. 6688, ADAS Functionality and Integrity Act S. 4429 and HR 8730 The Connected Vehicle Security Act of 2026

ECN

ARES MANAGEMENT via THE WILLIAMS GROUP

2026 · second_quarter · RR

Firm income: —Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislative monitoring and congressional engagement pertaining to financial services.

GENERAL MOTORS via THE WILLIAMS GROUP

2026 · first_quarter · Q1

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (4 issues)

TRD

Trade (domestic/foreign)

Trade issues in general

FIN

Financial Institutions/Investments/Securities

Legislation impact ILCs

ECN

Economics/Economic Development

Legislation impacting access to credit and borrowing

AUT

Automotive Industry

STRUCTURED FINANCE ASSOCIATION via THE WILLIAMS GROUP

2026 · first_quarter · Q1

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to securitization and fixed income securities

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NATIONAL ASSOCIATION OF MORTGAGE BROKERS via THE WILLIAMS GROUP

2026 · first_quarter · Q1

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Mortgage Reform Legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

MASTERCARD via THE WILLIAMS GROUP

2026 · first_quarter · Q1

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Interchange fee reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

FINANCIAL ACCOUNTING FOUNDATION via THE WILLIAMS GROUP

2026 · first_quarter · Q1

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Issues relating to the formulation and development of Financial Accounting Standards

Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

MUFG BANK, LTD. via THE WILLIAMS GROUP

2026 · first_quarter · Q1

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

BAN

Banking

Banking reform legislation

FIN

Financial Institutions/Investments/Securities

Securities law reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

H&R BLOCK via THE WILLIAMS GROUP

2026 · first_quarter · Q1

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

FIN

Financial Institutions/Investments/Securities

Consumer protection reform legislation

TAX

Taxation/Internal Revenue Code

Tax reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ROBINHOOD via THE WILLIAMS GROUP

2026 · first_quarter · Q1

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

TRUIST via THE WILLIAMS GROUP

2026 · first_quarter · Q1

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Banking and securities reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

THE MANAGED FUNDS ASSOCIATION via THE WILLIAMS GROUP

2026 · first_quarter · Q1

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

KPMG via THE WILLIAMS GROUP

2026 · first_quarter · Q1

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Legislation on accounting standards reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NATIONAL BANKERS ASSOCIATION via THE WILLIAMS GROUP

2026 · first_quarter · Q1

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Legislation impacting minority depository institutions and CDFIs

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN FINANCIAL SERVICES ASSOCIATION via THE WILLIAMS GROUP

2026 · first_quarter · Q1

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation impacting ILCs

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

METLIFE GROUP, INC. via THE WILLIAMS GROUP

2025 · fourth_quarter · 4@

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

INS

Insurance

Insurance law reforms

FIN

Financial Institutions/Investments/Securities

Financial services and securities law reforms

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

STRUCTURED FINANCE ASSOCIATION via THE WILLIAMS GROUP

2025 · fourth_quarter · Q4

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to securitization and fixed income securities

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NATIONAL ASSOCIATION OF MORTGAGE BROKERS via THE WILLIAMS GROUP

2025 · fourth_quarter · Q4

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Mortgage Reform Legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

MASTERCARD via THE WILLIAMS GROUP

2025 · fourth_quarter · Q4

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Interchange fee reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

FINANCIAL ACCOUNTING FOUNDATION via THE WILLIAMS GROUP

2025 · fourth_quarter · Q4

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Issues relating to the formulation and development of Financial Accounting Standards

Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

MUFG BANK, LTD. via THE WILLIAMS GROUP

2025 · fourth_quarter · Q4

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

BAN

Banking

Banking reform legislation

FIN

Financial Institutions/Investments/Securities

Securities law reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

H&R BLOCK via THE WILLIAMS GROUP

2025 · fourth_quarter · Q4

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

TAX

Taxation/Internal Revenue Code

Tax reform legislation

FIN

Financial Institutions/Investments/Securities

Consumer protection reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ROBINHOOD via THE WILLIAMS GROUP

2025 · fourth_quarter · Q4

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

TRUIST via THE WILLIAMS GROUP

2025 · fourth_quarter · Q4

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Banking and securities reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

THE MANAGED FUNDS ASSOCIATION via THE WILLIAMS GROUP

2025 · fourth_quarter · Q4

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

KPMG via THE WILLIAMS GROUP

2025 · fourth_quarter · Q4

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Legislation on accounting standards reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NATIONAL BANKERS ASSOCIATION via THE WILLIAMS GROUP

2025 · fourth_quarter · Q4

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Legislation impacting minority depository institutions and CDFIs

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN FINANCIAL SERVICES ASSOCIATION via THE WILLIAMS GROUP

2025 · fourth_quarter · Q4

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation impacting ILCs

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

METLIFE GROUP, INC. via THE WILLIAMS GROUP

2025 · fourth_quarter · 4T

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

INS

Insurance

Insurance law reforms

FIN

Financial Institutions/Investments/Securities

Financial services and securities law reforms

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL MOTORS via THE WILLIAMS GROUP

2025 · fourth_quarter · Q4

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (4 issues)

ECN

Economics/Economic Development

Legislation impacting access to credit and borrowing

FIN

Financial Institutions/Investments/Securities

Legislation impact ILCs

TRD

Trade (domestic/foreign)

Trade issues in general

AUT

Automotive Industry

FINANCIAL ACCOUNTING FOUNDATION via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Issues relating to the formulation and development of Financial Accounting Standards

Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

THE MANAGED FUNDS ASSOCIATION via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

METLIFE GROUP, INC. via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

INS

Insurance

Insurance law reforms

FIN

Financial Institutions/Investments/Securities

Financial services and securities law reforms

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL MOTORS via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (4 issues)

ECN

Economics/Economic Development

Legislation impacting access to credit and borrowing

FIN

Financial Institutions/Investments/Securities

Legislation impact ILCs

TRD

Trade (domestic/foreign)

Trade issues in general

AUT

Automotive Industry

STRUCTURED FINANCE ASSOCIATION via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to securitization and fixed income securities

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NATIONAL ASSOCIATION OF MORTGAGE BROKERS via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Mortgage Reform Legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

MASTERCARD via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Interchange fee reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

MUFG BANK, LTD. via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

BAN

Banking

Banking reform legislation

FIN

Financial Institutions/Investments/Securities

Securities law reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

H&R BLOCK via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

TAX

Taxation/Internal Revenue Code

Tax reform legislation

FIN

Financial Institutions/Investments/Securities

Consumer protection reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NATIONAL BANKERS ASSOCIATION via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Legislation impacting minority depository institutions and CDFIs

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ROBINHOOD via THE WILLIAMS GROUP

2025 · third_quarter · 3A

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ROBINHOOD via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

TRUIST via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Banking and securities reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

KPMG via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Legislation on accounting standards reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN FINANCIAL SERVICES ASSOCIATION via THE WILLIAMS GROUP

2025 · third_quarter · Q3

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation impacting ILCs

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

STRUCTURED FINANCE ASSOCIATION via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to securitization and fixed income securities

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NATIONAL ASSOCIATION OF MORTGAGE BROKERS via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Mortgage Reform Legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

MASTERCARD via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Interchange fee reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

FINANCIAL ACCOUNTING FOUNDATION via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Issues relating to the formulation and development of Financial Accounting Standards

Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

MUFG BANK, LTD. via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

BAN

Banking

Banking reform legislation

FIN

Financial Institutions/Investments/Securities

Securities law reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

H&R BLOCK via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

TAX

Taxation/Internal Revenue Code

Tax reform legislation

FIN

Financial Institutions/Investments/Securities

Consumer protection reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ROBINHOOD via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

TRUIST via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Banking and securities reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

THE MANAGED FUNDS ASSOCIATION via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

KPMG via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Legislation on accounting standards reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

TRANSUNION via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $10,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to the fair credit reporting act

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NATIONAL BANKERS ASSOCIATION via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Legislation impacting minority depository institutions and CDFIs

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

AMERICAN FINANCIAL SERVICES ASSOCIATION via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation impacting ILCs

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

METLIFE GROUP, INC. via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

INS

Insurance

Insurance law reforms

FIN

Financial Institutions/Investments/Securities

Financial services and securities law reforms

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL MOTORS via THE WILLIAMS GROUP

2025 · second_quarter · Q2

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (5 issues)

ECN

Economics/Economic Development

Legislation impacting access to credit and borrowing

FIN

Financial Institutions/Investments/Securities

Legislation impact ILCs

TRD

Trade (domestic/foreign)

Trade issues in general

AUT

Automotive Industry

STRUCTURED FINANCE ASSOCIATION via THE WILLIAMS GROUP

2025 · first_quarter · Q1

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to securitization and fixed income securities

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NATIONAL ASSOCIATION OF MORTGAGE BROKERS via THE WILLIAMS GROUP

2025 · first_quarter · Q1

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Mortgage Reform Legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

MASTERCARD via THE WILLIAMS GROUP

2025 · first_quarter · Q1

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Interchange fee reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

FINANCIAL ACCOUNTING FOUNDATION via THE WILLIAMS GROUP

2025 · first_quarter · Q1

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Issues relating to the formulation and development of Financial Accounting Standards

Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

MUFG BANK, LTD. via THE WILLIAMS GROUP

2025 · first_quarter · Q1

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

BAN

Banking

Banking reform legislation

FIN

Financial Institutions/Investments/Securities

Securities law reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

H&R BLOCK via THE WILLIAMS GROUP

2025 · first_quarter · Q1

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (2 issues)

TAX

Taxation/Internal Revenue Code

Tax reform legislation

FIN

Financial Institutions/Investments/Securities

Consumer protection reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

ROBINHOOD via THE WILLIAMS GROUP

2025 · first_quarter · Q1

Firm income: $60,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

GENERAL MOTORS via THE WILLIAMS GROUP

2025 · first_quarter · Q1

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (3 issues)

ECN

Economics/Economic Development

Legislation impacting access to credit and borrowing

FIN

Financial Institutions/Investments/Securities

Legislation impact ILCs

TRD

Trade (domestic/foreign)

Trade issues in general

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

TRUIST via THE WILLIAMS GROUP

2025 · first_quarter · Q1

Firm income: $30,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Banking and securities reform legislation

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

THE MANAGED FUNDS ASSOCIATION via THE WILLIAMS GROUP

2025 · first_quarter · Q1

Firm income: $40,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to securities law reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

KPMG via THE WILLIAMS GROUP

2025 · first_quarter · Q1

Firm income: $20,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

ACC

Accounting

Legislation on accounting standards reform

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

TRANSUNION via THE WILLIAMS GROUP

2025 · first_quarter · Q1

Firm income: $10,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

FIN

Financial Institutions/Investments/Securities

Legislation related to the fair credit reporting act

Filing targets: HOUSE OF REPRESENTATIVES, SENATE

NATIONAL BANKERS ASSOCIATION via THE WILLIAMS GROUP

2025 · first_quarter · Q1

Firm income: $50,000Client expense: —Open original LDA filing ↗

Assigned issues and filing targets (1 issues)

BAN

Banking

Legislation impacting minority depository institutions and CDFIs

Filing targets: HOUSE OF REPRESENTATIVES, SENATE