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Reported covered position: Senior Counsel, U.S. House Committee on Financial Services
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.
Issues related to data access, data aggregation, and the implementation of Section 1033 of the Dodd-Frank Act; H.R. 1165 -- Data Privacy Act of 2023
Issues related to data access, data aggregation, and the implementation of Section 1033 of the Dodd-Frank Act; H.R. 1165 -- Data Privacy Act of 2023
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
AMERICAN CONSUMER AND INVESTOR INSTITUTE via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Regulation of proxy advisory firms
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ONDO FINANCE, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Source: Senate LDA
| PROSHARES |
| 30 |
| 2019–2026 |
| ALLY FINANCIAL INC. | 29 | 2020–2026 |
| MANAGED FUNDS ASSOCIATION | 26 | 2020–2026 |
| ROBINHOOD MARKETS, INC. | 26 | 2020–2026 |
| Viatris Inc | 21 | 2020–2025 |
| AKOYA LLC | 20 | 2022–2026 |
| ANCHOR LABS, INC. | 18 | 2019–2023 |
| MORTGAGE BANKERS ASSOCIATION | 15 | 2020–2023 |
| DONNELLY FINANCIAL SOLUTIONS | 11 | 2024–2026 |
| HALO INVESTING | 11 | 2021–2023 |
| AMERICAN BANKERS ASSOCIATION | 10 | 2024–2026 |
| ANGELLIST | 10 | 2023–2026 |
| SECURITIZE, INC. | 10 | 2023–2025 |
| 24X NATIONAL EXCHANGE LLC | 6 | 2023–2024 |
| REPUBLIC | 6 | 2019–2020 |
| AVIATOR CAPITAL MANAGEMENT, LLC | 5 | 2020–2021 |
| MITCHELL PARTNERS, L.P. | 5 | 2019–2020 |
| ONDO FINANCE, INC. | 5 | 2025–2026 |
| AMERICAN CONSUMER AND INVESTOR INSTITUTE | 4 | 2026 |
| FINALIS, INC. | 3 | 2026 |
| PLUME NETWORK, INC. | 3 | 2025 |
Issues related to data access, data aggregation, and the implementation of Section 1033 of the Dodd-Frank Act; H.R. 1165 -- Data Privacy Act of 2023
Issues related to data access, data aggregation, and the implementation of Section 1033 of the Dodd-Frank Act; H.R. 1165 -- Data Privacy Act of 2023
Share the Savings with Seniors Act
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
Implementation of tax provisions in H.R. 5376 - Inflation Reduction Act
Share the Savings with Seniors Act
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
Implementation of tax provisions in H.R. 5376 - Inflation Reduction Act
Share the Savings with Seniors Act
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
Implementation of tax provisions in H.R. 5376 - Inflation Reduction Act
Share the Savings with Seniors Act
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
Implementation of tax provisions in H.R. 5376 - Inflation Reduction Act
Issues related to data access, data aggregation, and the implementation of Section 1033 of the Dodd-Frank Act; H.R. 1165 -- Data Privacy Act of 2023
Issues related to data access, data aggregation, and the implementation of Section 1033 of the Dodd-Frank Act; H.R. 1165 -- Data Privacy Act of 2023
Issues related to data access, data aggregation, and the implementation of Section 1033 of the Dodd-Frank Act; H.R. 1165 -- Data Privacy Act of 2023
Issues related to data access, data aggregation, and the implementation of Section 1033 of the Dodd-Frank Act; H.R. 1165 -- Data Privacy Act of 2023
Share the Savings with Seniors Act
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
Implementation of tax provisions in H.R. 5376 - Inflation Reduction Act
Share the Savings with Seniors Act
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
Implementation of tax provisions in H.R. 5376 - Inflation Reduction Act
Share the Savings with Seniors Act
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
Implementation of tax provisions in H.R. 5376 - Inflation Reduction Act
Share the Savings with Seniors Act
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
Implementation of tax provisions in H.R. 5376 - Inflation Reduction Act
Inflation Reduction Act of 2022
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
International tax provisions in H.R.5376 - Build Back Better Act
Inflation Reduction Act of 2022
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
Tax provisions in H.R. 5376 - Inflation Reduction Act
Inflation Reduction Act of 2022
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
Tax provisions in H.R. 5376 - Inflation Reduction Act
Inflation Reduction Act of 2022
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
International tax provisions in H.R.5376 - Build Back Better Act
Infrastructure Investment and Jobs Act
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
Resiliency provisions in H.R.3684 - Infrastructure Investment and Jobs Act
Infrastructure Investment and Jobs Act
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
Resiliency provisions in H.R.3684 - Infrastructure Investment and Jobs Act
Inflation Reduction Act of 2022
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
International tax provisions in H.R.5376 - Build Back Better Act
Inflation Reduction Act of 2022
Client: LIBERTY MUTUAL GROUP · Firm: BLUE RIDGE LAW & POLICY, P.C.
International tax provisions in H.R.5376 - Build Back Better Act
Regulation of asset managers and broker-dealers; standard of care for broker-dealers and investment advisers; data aggregation; equity market structure; S. 2563 - ILLICIT Cash Act (anti-money laundering and beneficial ownership reforms); issues related to the Coronavirus Economic Stabilization Act of 2020
Regulation of asset managers and broker-dealers; standard of care for broker-dealers and investment advisers; data aggregation; equity market structure; S. 2563 - ILLICIT Cash Act (anti-money laundering and beneficial ownership reforms)
Regulation of asset managers and broker-dealers; standard of care for broker-dealers and investment advisers; data aggregation; equity market structure; S. 2563 - ILLICIT Cash Act (beneficial ownership); issues related to the Coronavirus Economic Stabilization Act of 2020
Regulation of asset managers and broker-dealers; standard of care for broker-dealers and investment advisers; data aggregation; equity market structure; S. 2563 - ILLICIT Cash Act (anti-money laundering and beneficial ownership reforms); issues related to the Coronavirus Economic Stabilization Act of 2020
Setting Every Community Up for Retirement Enhancement Act of 2019
Client: FMR LLC · Firm: BLUE RIDGE LAW & POLICY, P.C.
H.R. 1994, Setting Every Community Up for Retirement Enhancement Act of 2019
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
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
PROSHARES via BLUE RIDGE LAW & POLICY, P.C.
2026 · third_quarter · Q3
Issues related to investment management regulation, including the regulation of exchange-traded funds and the use of derivatives by registered investment companies
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
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)
FINALIS, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Regulation of broker-dealers
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
AMERICAN CONSUMER AND INVESTOR INSTITUTE via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Regulation of proxy advisory firms
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
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
PROSHARES via BLUE RIDGE LAW & POLICY, P.C.
2026 · second_quarter · Q2
Issues related to investment management regulation, including the regulation of exchange-traded funds and the use of derivatives by registered investment companies
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
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)
FINALIS, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Regulation of broker-dealers
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
AMERICAN CONSUMER AND INVESTOR INSTITUTE via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Regulation of proxy advisory firms
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
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
PROSHARES via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · Q1
Issues related to investment management regulation, including the regulation of exchange-traded funds and the use of derivatives by registered investment companies
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
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)
FINALIS, INC. via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · RR
Regulation of broker-dealers
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)
AMERICAN CONSUMER AND INVESTOR INSTITUTE via BLUE RIDGE LAW & POLICY, P.C.
2026 · first_quarter · RR
Issues related to proxy advisors
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
PLUME NETWORK, INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · 4T
Digital assets legislation and regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
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
PROSHARES via BLUE RIDGE LAW & POLICY, P.C.
2025 · fourth_quarter · Q4
Issues related to investment management regulation, including the regulation of exchange-traded funds and the use of derivatives by registered investment companies
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
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
PLUME NETWORK, INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · third_quarter · Q3
Digital assets legislation and regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
AMERICAN BANKERS ASSOCIATION via BLUE RIDGE LAW & POLICY, P.C.
2025 · third_quarter · Q3
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 · 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.
2025 · 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.
2025 · 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, Securities & Exchange Commission (SEC), White House Office
VIATRIS INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · third_quarter · 3T
Corporate governance issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ROBINHOOD MARKETS, INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · 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.
2025 · 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.
2025 · third_quarter · Q3
Issues related to consumer banking
Issues related to consumer banking
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PROSHARES via BLUE RIDGE LAW & POLICY, P.C.
2025 · third_quarter · Q3
Issues related to investment management regulation, including the regulation of exchange-traded funds and the use of derivatives by registered investment companies
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
OPTIONS CLEARING CORPORATION via BLUE RIDGE LAW & POLICY, P.C.
2025 · 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.
2025 · third_quarter · Q3
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 · 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.
2025 · 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.
2025 · third_quarter · Q3
General issues and regulation of accounting
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
FMR LLC via BLUE RIDGE LAW & POLICY, P.C.
2025 · third_quarter · Q3
Regulation of asset managers and broker-dealers; equity market structure
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
PLUME NETWORK, INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · third_quarter · RR
Digital assets legislation and regulation
AMERICAN BANKERS ASSOCIATION via BLUE RIDGE LAW & POLICY, P.C.
2025 · 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.
2025 · 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.
2025 · second_quarter · Q2
Issues related to capital formation and investor access
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
SECURITIZE, INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · second_quarter · 2T
Regulation of digital assets and stablecoins; issues related to tokenization
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
AKOYA LLC via BLUE RIDGE LAW & POLICY, P.C.
2025 · 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, Securities & Exchange Commission (SEC), White House Office
VIATRIS INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · second_quarter · Q2
Corporate governance issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ROBINHOOD MARKETS, INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · 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.
2025 · 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.
2025 · second_quarter · Q2
Issues related to consumer banking
Issues related to consumer banking
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PROSHARES via BLUE RIDGE LAW & POLICY, P.C.
2025 · second_quarter · Q2
Issues related to investment management regulation, including the regulation of exchange-traded funds and the use of derivatives by registered investment companies
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
OPTIONS CLEARING CORPORATION via BLUE RIDGE LAW & POLICY, P.C.
2025 · 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)
INVESCO HOLDING COMPANY (US), INC. via BLUE RIDGE LAW & POLICY, P.C.
2025 · second_quarter · Q2
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 · 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