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.
SEC's Human Capital Management metrics (not yet proposed), Climate Disclosure Rule (File Number S7-10-22), Enhanced Disclosure Rule (File Number S7-17-22), and the Funds Name Rule (File Number S7-16-22), as well as anti-ESG
SEC's Climate Disclosure Rule (File Number S7-10-22), Enhanced Disclosure Rule (File Number S7-17-22), and the Funds Name Rule (File Number S7-16-22), as well as anti-ESG
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
2023 · first_quarter · Q1
DOL final rule on ERISA ESG considerations
ESG disclosure, DOL ERISA rule, ESG consideration in investments
Source: Senate LDA
SEC's Human Capital Management metrics (not yet proposed), Climate Disclosure Rule (File Number S7-10-22), Enhanced Disclosure Rule (File Number S7-17-22), and the Funds Name Rule (File Number S7-16-22), as well as anti-ESG
Corporate Governance Improvement and Investor Protection Act
Client: PRI US, INC · Firm: PRI US, INC
U.S. Senate - Climate Risk Disclosure Act (CRDA), SEC's RfC on climate change disclosures, environmental, social and governance (ESG) issues, responsible investment. U.S. House of Representatives - Climate Risk Disclosure Act (CRDA), Sustainable Investment Policies Act, Retirees Sustainable Investment Act, H.R. 1187 Corporate Governance and Investor Protection Act, SEC's RfC on climate change disclosures. SEC - RfC on climate change disclosures, human capital management, broader ESG disclosures.
Corporate Governance Improvement and Investor Protection Act
Client: PRI US, INC · Firm: PRI US, INC
U.S. Senate - Climate Risk Disclosure Act (CRDA), SEC's RfC on climate change disclosures. U.S. House of Representatives - Climate Risk Disclosure Act (CRDA), Sustainable Investment Policies Act, Retirees Sustainable Investment Act, H.R. 1187 Corporate Governance and Investor Protection Act, SEC's RfC on climate change disclosures. SEC - RfC on climate change disclosures.
Congressional Oversight of Federal Financial Regulators H.R.748, CARES Act, The Quarterly CARES Act Report to Congress
Sustainable investing caucus meetings, ESG considerations in investment, ERISA final rule from DOL
ESG disclosure, DOL ERISA rule, ESG consideration in investments
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
2022 · fourth_quarter · Q4
SEC's Human Capital Management metrics (not yet proposed), Climate Disclosure Rule (File Number S7-10-22), Enhanced Disclosure Rule (File Number S7-17-22), and the Funds Name Rule (File Number S7-16-22), as well as anti-ESG
SEC's Climate Disclosure Rule (File Number S7-10-22), Enhanced Disclosure Rule (File Number S7-17-22), and the Funds Name Rule (File Number S7-16-22), as well as anti-ESG
SEC's Human Capital Management metrics (not yet proposed), Climate Disclosure Rule (File Number S7-10-22), Enhanced Disclosure Rule (File Number S7-17-22), and the Funds Name Rule (File Number S7-16-22), as well as anti-ESG
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2022 · second_quarter · Q2
Climate-related financial disclosure, ESG disclosure
SEC Climate-related financial disclosure proposed rule
Filing targets: Securities & Exchange Commission (SEC)
2022 · first_quarter · Q1
SEC Climate change disclosure, ESG disclosure
Climate change disclosure, ESG disclosure, deforestation disclosure
Filing targets: Securities & Exchange Commission (SEC)
2021 · fourth_quarter · Q4
Climate change disclosure, ESG disclosure, deforestation disclosure Infrastructure bill, climate change disclosure
SEC Climate change disclosure, ESG disclosure Infrastructure bill, climate change disclosure
Filing targets: HOUSE OF REPRESENTATIVES, Securities & Exchange Commission (SEC)
2021 · third_quarter · Q3
Climate change disclosure, ESG disclosure, deforestation disclosure Infrastructure bill, climate change Budget Reconciliation Legislation, climate change Senate Banking Committee: SEC Oversight hearing, climate change
Climate change disclosure, ESG disclosure, deforestation disclosure Infrastructure bill, climate change Budget Reconciliation Legislation, climate change
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2021 · second_quarter · Q2
U.S. Senate - Climate Risk Disclosure Act (CRDA), SEC's RfC on climate change disclosures, environmental, social and governance (ESG) issues, responsible investment. U.S. House of Representatives - Climate Risk Disclosure Act (CRDA), Sustainable Investment Policies Act, Retirees Sustainable Investment Act, H.R. 1187 Corporate Governance and Investor Protection Act, SEC's RfC on climate change disclosures. SEC - RfC on climate change disclosures, human capital management, broader ESG disclosures.
U.S. Senate - Climate Risk Disclosure Act (CRDA), SEC's RfC on climate change disclosures. U.S. House of Representatives - Climate Risk Disclosure Act (CRDA), Sustainable Investment Policies Act, Retirees Sustainable Investment Act, H.R. 1187 Corporate Governance and Investor Protection Act, SEC's RfC on climate change disclosures. SEC - RfC on climate change disclosures.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2021 · first_quarter · Q1
Department of Labor - recently finalized rules: Financial Factors in Selecting Plan investments and Fiduciary Duties Regarding Proxy Voting and Shareholder Rights. U.S. Senate - Climate Risk Disclosure Act (CRDA), environmental, social and governance (ESG) issues, responsible investment, Department of Labor recently finalized rules. U.S. House of Representatives - Climate Risk Disclosure Act (CRDA), ESG issues, responsible investment, Department of Labor recently finalized rules.
U.S. Senate - Climate Risk Disclosure Act (CRDA), environmental, social and governance (ESG) issues including climate change. U.S. House of Representatives - Climate Risk Disclosure Act (CRDA), environmental, social and governance (ESG) issues including climate change.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
2020 · fourth_quarter · Q4
ESG disclosure at the SEC, Green infrastructure (electric vehicles, power grid, energy). Hart Scott Rodino Act.
ESG disclosure at the SEC, Green infrastructure investments (electric vehicles, power grid, energy).
Filing targets: Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Q3
Rule 14a-8, on ownership and resubmission thresholds, ESG shareholder proposals Fund Names Rule, on ESG disclosure
Department of Labor Proposed Rule-Financial Factors in Selecting Plan Investments, ESG disclosure.
Filing targets: HOUSE OF REPRESENTATIVES, Securities & Exchange Commission (SEC)
2020 · second_quarter · 2A
Congressional Oversight of Federal Financial Regulators H.R.748, CARES Act, The Quarterly CARES Act Report to Congress
Filing targets: SENATE