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Reported covered position: Special Assistant, NCAU; Staff Assistant, House Financial Services Cmte.; Leg. Correspondent, Sen. Perdue
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.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: INSTITUTE OF INTERNATIONAL BANKERS · Firm: INSTITUTE OF INTERNATIONAL BANKERS
- IRS Notice 2023-02 Excise Tax Stock Buyback; Changes to Section 163(n) of the Tax Code; CAMT. - Reconciliation - H.R.1, One Big Beautiful Bill Act, section 899
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: INSTITUTE OF INTERNATIONAL BANKERS · Firm: INSTITUTE OF INTERNATIONAL BANKERS
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
INSTITUTE OF INTERNATIONAL BANKERS via INSTITUTE OF INTERNATIONAL BANKERS
2026 · third_quarter · Q3
- Issues Related to Capital Proposals including Stress Test, Tailoring and Basel III - Issues related to Treasury clearing - Legislative and Regulatory issues relating to digital assets and the GENIUS Act - BSA/ AML
- Changes to Section 163(n) of the Tax Code; CAMT
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
Source: Senate LDA
- IRS Notice 2023-02 Excise Tax Stock Buyback; Changes to Section 163(n) of the Tax Code; CAMT. - Reconciliation - H.R.1, One Big Beautiful Bill Act, section 899
Rebuild Rural America Act of 2023
Client: INSTITUTE OF INTERNATIONAL BANKERS · Firm: INSTITUTE OF INTERNATIONAL BANKERS
- S 2155, Economic Growth, Regulatory Relief, and Consumer Protection Act (PL 115-174) Implementation
Rebuild Rural America Act of 2023
Client: INSTITUTE OF INTERNATIONAL BANKERS · Firm: INSTITUTE OF INTERNATIONAL BANKERS
- S 2155, Economic Growth, Regulatory Relief, and Consumer Protection Act (PL 115-174) Implementation
INSTITUTE OF INTERNATIONAL BANKERS via INSTITUTE OF INTERNATIONAL BANKERS
2026 · second_quarter · Q2
- Issues Related to Capital Proposals including Stress Test, Tailoring and Basel III - Issues related to Treasury clearing - Legislative and Regulatory issues relating to digital assets and the GENIUS Act - Section 16(a), Foreign Private Issuer - BSA/ AML
- Changes to Section 163(n) of the Tax Code; CAMT
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
INSTITUTE OF INTERNATIONAL BANKERS via INSTITUTE OF INTERNATIONAL BANKERS
2026 · first_quarter · Q1
- Issues Related to Capital Proposals including Stress Test, Tailoring and Basel III - Issues related to Treasury clearing - Legislative and Regulatory issues relating to digital assets and the GENIUS Act - Section 16(a), Foreign Private Issuer - BSA/ AML
- Changes to Section 163(n) of the Tax Code; CAMT
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
INSTITUTE OF INTERNATIONAL BANKERS via INSTITUTE OF INTERNATIONAL BANKERS
2025 · fourth_quarter · Q4
- IRS Notice 2023-02 Excise Tax Stock Buyback; Changes to Section 163(n) of the Tax Code; CAMT
- Basel III endgame proposed rule - Issues related to Treasury clearing - Legislative and Regulatory issues relating to digital assets and the GENIUS Act - Section 16(a), Foreign Private Issuer
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSTITUTE OF INTERNATIONAL BANKERS via INSTITUTE OF INTERNATIONAL BANKERS
2025 · third_quarter · Q3
- IRS Notice 2023-02 Excise Tax Stock Buyback; Changes to Section 163(n) of the Tax Code; CAMT. - Reconciliation - H.R.1, One Big Beautiful Bill Act, section 899
- Basel III endgame proposed rule - Issues related to Treasury clearing
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSTITUTE OF INTERNATIONAL BANKERS via INSTITUTE OF INTERNATIONAL BANKERS
2025 · second_quarter · Q2
- IRS Notice 2023-02 Excise Tax Stock Buyback; Changes to Section 163(n) of the Tax Code; CAMT. - Reconciliation - H.R.1, One Big Beautiful Bill Act, section 899
- Basel III endgame proposed rule - Issues related to Treasury clearing
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INSTITUTE OF INTERNATIONAL BANKERS via INSTITUTE OF INTERNATIONAL BANKERS
2025 · first_quarter · Q1
- IRS Notice 2023-02 Excise Tax Stock Buyback; Changes to Section 163(n) of the Tax Code; CAMT. - Reconciliation
- Basel III endgame proposed rule
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INSTITUTE OF INTERNATIONAL BANKERS via INSTITUTE OF INTERNATIONAL BANKERS
2024 · fourth_quarter · Q4
- Basel III endgame proposed rule, GSIB Surcharge proposed rule, long-term debt proposed rule, resolution proposed rule
- IRS Notice 2023-02 Excise Tax Stock Buyback; Changes to Section 163(n) of the Tax Code; CAMT.
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INSTITUTE OF INTERNATIONAL BANKERS via INSTITUTE OF INTERNATIONAL BANKERS
2024 · third_quarter · Q3
- Basel III endgame proposed rule, GSIB Surcharge proposed rule, long-term debt proposed rule, resolution proposed rule
- IRS Notice 2023-02 Excise Tax Stock Buyback; Changes to Section 163(n) of the Tax Code; CAMT.
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INSTITUTE OF INTERNATIONAL BANKERS via INSTITUTE OF INTERNATIONAL BANKERS
2024 · second_quarter · Q2
- Basel III endgame proposed rule, GSIB Surcharge proposed rule, long-term debt proposed rule, resolution proposed rule
- Consumer Protection Act (PL 115-174) Implementation
- IRS Notice 2023-02 Excise Tax Stock Buyback; Changes to Section 163(n) of the Tax Code; CAMT.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INSTITUTE OF INTERNATIONAL BANKERS via INSTITUTE OF INTERNATIONAL BANKERS
2024 · first_quarter · Q1
- S 2155, Economic Growth, Regulatory Relief, and Consumer Protection Act (PL 115-174) Implementation
- Basel III endgame proposed rule, GSIB Surcharge proposed rule, long-term debt proposed rule, resolution proposed rule
- IRS Notice 2023-02 Excise Tax Stock Buyback; Changes to Section 163(n) of the Tax Code; CAMT.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INSTITUTE OF INTERNATIONAL BANKERS via INSTITUTE OF INTERNATIONAL BANKERS
2023 · fourth_quarter · Q4
- IRS Notice 2023-02 Excise Tax Stock Buyback; Changes to Section 163(n) of the Tax Code; CAMT.
- Basel III endgame proposed rule, GSIB Surcharge proposed rule, long-term debt proposed rule, resolution proposed rule
- S 2155, Economic Growth, Regulatory Relief, and Consumer Protection Act (PL 115-174) Implementation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of