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Reported covered position: Deputy Staff Director, House Oversight Committee; Counsel, House Financial Services Committee; Counsel, Rep. Carolyn B. Maloney
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.
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Colorectal Cancer Payment Fairness Act
Client: THE GLOBAL ATLANTIC FINANCIAL GROUP LLC · Firm: RICH FEUER ANDERSON
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions, including H.R. 2594, the "Securing a Strong Retirement Act of 2021."
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
WISE US INC. via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Issues regarding international payments.
Issues regarding the taxation of international payments.
Source: Senate LDA
| 2022–2026 |
| FISERV INC | 17 | 2022–2026 |
| JPMORGAN CHASE HOLDINGS LLC | 17 | 2022–2026 |
| SWIFT, INC. | 17 | 2022–2026 |
| TWO SIGMA INVESTMENTS LP | 17 | 2022–2026 |
| AMAZON CORPORATE LLC | 16 | 2022–2026 |
| CRYPTO COUNCIL FOR INNOVATION | 16 | 2023–2026 |
| THE GLOBAL ATLANTIC FINANCIAL GROUP LLC | 16 | 2022–2026 |
| THE HARTFORD FINANCIAL SERVICES GROUP, INC. | 14 | 2023–2026 |
| WELLINGTON MANAGEMENT CO LLP | 14 | 2022–2025 |
| FINANCIAL INDUSTRY REGULATORY AUTHORITY ("FINRA" FORMERLY NASD) | 13 | 2023–2026 |
| SENTILINK | 13 | 2024–2026 |
| AMERICAN INVESTMENT COUNCIL | 12 | 2023–2026 |
| COINBASE, INC. | 12 | 2024–2026 |
| CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE | 11 | 2024–2026 |
| EARLY WARNING SERVICES, LLC | 11 | 2024–2026 |
| INSTITUTE OF INTERNATIONAL BANKERS | 11 | 2024–2026 |
| MERCURY TECHNOLOGIES, INC. | 11 | 2024–2026 |
| MISSIONSQUARE RETIREMENT | 11 | 2024–2026 |
| AMERICAN BANKERS ASSOCIATION | 10 | 2024–2026 |
| WISE US INC. | 9 | 2024–2026 |
| AMERICAN EXPLORATION AND PRODUCTION COUNCIL (AXPC) | 8 | 2023–2024 |
| TD BANK, N.A. | 8 | 2025–2026 |
| SECURITIES INVESTOR PROTECTION CORPORATION | 7 | 2025–2026 |
| LEIF TECHNOLOGIES, INC. | 4 | 2022–2023 |
| THE DEPOSITORY TRUST & CLEARING CORPORATION | 4 | 2025–2026 |
| LONDON STOCK EXCHANGE GROUP PLC | 3 | 2022–2023 |
| SECURITIZE, INC. | 3 | 2026 |
| ANT GROUP CO., LTD. | 2 | 2026 |
| PRINCIPAL FINANCIAL GROUP, INC. | 2 | 2026 |
| SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION (SIFMA) | 2 | 2026 |
| NOMURA AMERICA HOLDING INC. | 1 | 2026 |
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Legislation and regulation affecting employee retirement benefits, including H.R.2594, the "Securing a Strong Retirement Act of 2021."
Securing a Strong Retirement Act of 2021
Client: THE GLOBAL ATLANTIC FINANCIAL GROUP LLC · Firm: RICH FEUER ANDERSON
Legislation and regulations expanding access to retirement solutions, including H.R. 2954, the "Securing a Strong Retirement Act of 2021."
Ensuring American Global Leadership and Engagement Act
Client: SWIFT, INC. · Firm: RICH FEUER ANDERSON
Imposition of sanctions on financial messaging services with respect to institutions in other countries, including S.1260, the "United States Innovation and Competition Act of 2021," and H.R.3524, the "EAGLE Act." Issues related to central bank digital currencies.
Ensuring American Global Leadership and Engagement Act
Client: SWIFT, INC. · Firm: RICH FEUER ANDERSON
Imposition of sanctions on financial messaging services with respect to institutions in other countries, including S.1260, the "United States Innovation and Competition Act of 2021," and H.R.3524, the "EAGLE Act." Issues related to central bank digital currencies.
Ensuring American Global Leadership and Engagement Act
Client: SWIFT, INC. · Firm: RICH FEUER ANDERSON
Imposition of sanctions on financial messaging services with respect to institutions in other countries, including S.1260, the "United States Innovation and Competition Act of 2021," and H.R.3524, the "EAGLE Act." Issues related to central bank digital currencies.
Ensuring American Global Leadership and Engagement Act
Client: SWIFT, INC. · Firm: RICH FEUER ANDERSON
Imposition of sanctions on financial messaging services with respect to institutions in other countries, including S.1260, the "United States Innovation and Competition Act of 2021," and H.R.3524, the "EAGLE Act."
Ensuring American Global Leadership and Engagement Act
Client: SWIFT, INC. · Firm: RICH FEUER ANDERSON
Imposition of sanctions on financial messaging services with respect to institutions in other countries, including S.1260, the "United States Innovation and Competition Act of 2021," and H.R.3524, the "EAGLE Act."
Ensuring American Global Leadership and Engagement Act
Client: SWIFT, INC. · Firm: RICH FEUER ANDERSON
Imposition of sanctions on financial messaging services with respect to institutions in other countries, including S.1260, the "United States Innovation and Competition Act of 2021," and H.R.3524, the "EAGLE Act." Issues related to central bank digital currencies.
United States Innovation and Competition Act of 2021
Client: SWIFT, INC. · Firm: RICH FEUER ANDERSON
Imposition of sanctions on financial messaging services with respect to institutions in other countries, including S.1260, the "United States Innovation and Competition Act of 2021," and H.R.3524, the "EAGLE Act." Issues related to central bank digital currencies.
United States Innovation and Competition Act of 2021
Client: SWIFT, INC. · Firm: RICH FEUER ANDERSON
Imposition of sanctions on financial messaging services with respect to institutions in other countries, including S.1260, the "United States Innovation and Competition Act of 2021," and H.R.3524, the "EAGLE Act." Issues related to central bank digital currencies.
United States Innovation and Competition Act of 2021
Client: SWIFT, INC. · Firm: RICH FEUER ANDERSON
Imposition of sanctions on financial messaging services with respect to institutions in other countries, including S.1260, the "United States Innovation and Competition Act of 2021," and H.R.3524, the "EAGLE Act." Issues related to central bank digital currencies.
United States Innovation and Competition Act of 2021
Client: SWIFT, INC. · Firm: RICH FEUER ANDERSON
Imposition of sanctions on financial messaging services with respect to institutions in other countries, including S.1260, the "United States Innovation and Competition Act of 2021," and H.R.3524, the "EAGLE Act."
United States Innovation and Competition Act of 2021
Client: SWIFT, INC. · Firm: RICH FEUER ANDERSON
Imposition of sanctions on financial messaging services with respect to institutions in other countries, including S.1260, the "United States Innovation and Competition Act of 2021," and H.R.3524, the "EAGLE Act."
United States Innovation and Competition Act of 2021
Client: SWIFT, INC. · Firm: RICH FEUER ANDERSON
Imposition of sanctions on financial messaging services with respect to institutions in other countries, including S.1260, the "United States Innovation and Competition Act of 2021," and H.R.3524, the "EAGLE Act." Issues related to central bank digital currencies.
Issues regarding international payments.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
TWO SIGMA INVESTMENTS, LP via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Potential regulations impacting investment advisers.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE HARTFORD FINANCIAL SERVICES GROUP, INC. via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Legislative proposals affecting property and casualty insurance, including flood insurance, auto insurance, wildfire insurance, and artificial intelligence.
Legislative proposals affecting property and casualty insurance, including flood insurance, auto insurance, wildfire insurance, and artificial intelligence.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GLOBAL ATLANTIC FINANCIAL GROUP LLC via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Legislation and regulations affecting life insurance products. Issues affecting insurance capital standards and credit ratings of insurers. Issues related to insurers use of alternative investments. Issues related to private credit.
Legislation and regulations expanding access to retirement solutions. Issues related to insurers use of alternative investments. Issues related to private asset inclusion in 401k plans.
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
THE DEPOSITORY TRUST & CLEARING CORPORATION via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Legislation and regulation impacting the securities markets
Legislation and regulation impacting the derivatives markets
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
TD BANK, N.A. via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Issues related to banking activities.
Issues related to banking activities
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
SWIFT, INC. via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Imposition of sanctions on financial messaging services with respect to institutions in other countries.
Imposition of sanctions on financial messaging services with respect to institutions in other countries.
Imposition of sanctions on financial messaging services with respect to institutions in other countries.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SENTILINK via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Implementation of the American Taxpayers First Act of 2019. Legislation and Regulation related to Customer Identification Program modernization; implementation of the Electronic Consent Based SSN Verification Service; and legislation and regulatory issues related to identify verification and financial fraud.
Implementation of the American Taxpayers First Act of 2019. Legislation and Regulation related to Customer Identification Program modernization; implementation of the Electronic Consent Based SSN Verification Service; and issues related to identify fraud. Issues related to treatment of fraud detection under the FCRA. Legislation and regulatory issues related to identify verification and financial fraud.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
SECURITIZE, INC. via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Issues related to tokenized assets.
Issues related to tokenized assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURITIES INVESTOR PROTECTION CORPORATION via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Legislative and regulatory issues impacting the securities markets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION (SIFMA) via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Issues related to securities and financial markets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PRINCIPAL FINANCIAL GROUP, INC. via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Issues impacting global financial services companies.
Issues impacting global financial services companies.
Issues impacting global financial services companies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NOMURA AMERICA HOLDING INC. via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Regulation of broker-dealers, including capital requirements. Regulation of derivatives and equity market structure issues.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MISSIONSQUARE RETIREMENT via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Proposals related to retirement and retiree health savings and collective investment trusts.
Proposals related to retirement and retiree health savings and collective investment trusts.
Proposals related to retirement and retiree health savings and collective investment trusts.
MELLON FINANCIAL SERVICES CORPORATE #1 (FORMERLY BANK OF NEW YORK MELLON CORP.) via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Legislation and regulation affecting custody banking.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MERCURY TECHNOLOGIES, INC. via RICH FEUER ANDERSON
2026 · third_quarter · 3T
Issues related to financial technology and bank partnerships.
Issues related to financial technology and bank partnerships.
JPMORGAN CHASE HOLDINGS LLC via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INSTITUTE OF INTERNATIONAL BANKERS via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Legislative and regulatory issues impacting foreign banking organizations, including Basel capital reforms. Legislative and regulatory issues relating to digital assets.
Filing targets: HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
GEN DIGITAL INC (FORMERLY REPORTED AS MONEYLION TECHNOLOGIES INC. (MONEYLION) via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Legislation and regulation relating to consumer financial products and services. Legislation and regulation relating to data privacy.
Legislation and regulation relating to consumer financial products and services. Legislation and regulation relating to data privacy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FRANKLIN SQUARE HOLDINGS, L.P. via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Regulation of business development companies.
Regulation of business development companies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FMR LLC via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Legislation and regulation affecting employee retirement benefits.
Legislation and regulation affecting employee retirement benefits.
Legislation and regulation affecting asset management and brokerage services.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FISERV, INC. via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Issues related to core service providers. Issues related to artificial intelligence. Issues related to payments policy, and digital assets. FARM Bill modernization of FNS programs.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of
FINANCIAL INDUSTRY REGULATORY AUTHORITY ("FINRA" FORMERLY NASD) via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Regulation of broker-dealers. Customer recovery across arbitration and other dispute resolution forums.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EARLY WARNING SERVICES, LLC via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Issues related to payment systems.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CRYPTO COUNCIL FOR INNOVATION via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Legislation and regulation relating to digital assets.
Legislation and regulation relating to digital assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COINBASE, INC. via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Legislation and regulation affecting storage and trading of digital assets.
Legislation and regulation affecting storage and trading of digital assets.
Legislation and regulation affecting storage and trading of digital assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Legislative and regulatory issues impacting the financial services industry.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Regulation of asset management products and activities.
Issues related to retirement security.
Regulation of asset management products and activities.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
ANT GROUP CO., LTD. via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Outreach regarding corporate profile and operations of Ant International and its subsidiary Alipay US. Issues related to regulation of digital payment platforms
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN INVESTMENT COUNCIL via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Issues related to private asset inclusion in 401k plans.
Legislative and regulatory policy related to leveraged lending and private credit funds.
Provisions related to the tax treatment of private equity, including issues related to private asset inclusion in 401k plans.
AMERICAN EXPRESS COMPANY via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Corporate tax legislation.
Legislation and regulation affecting prudential bank regulatory issues and payment systems. Legislation regarding cybersecurity, privacy, and incident reporting.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN BANKERS ASSOCIATION via RICH FEUER ANDERSON
2026 · third_quarter · Q3
Legislative and regulatory issues impacting the banking industry.
Legislative and regulatory issues impacting the banking industry.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMAZON CORPORATE, LLC via RICH FEUER ANDERSON
2026 · first_quarter · 1T
Legislation affecting payments systems, privacy, data security and breach notification.
Legislation affecting payments systems, privacy, data security and breach notification.
Legislation affecting payments systems, privacy, data security and breach notification.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURITIZE, INC. via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Issues related to tokenized assets.
Issues related to tokenized assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MERCURY TECHNOLOGIES, INC. via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Issues related to financial technology and bank partnerships.
Issues related to financial technology and bank partnerships.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MISSIONSQUARE RETIREMENT via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Proposals related to retirement and retiree health savings and collective investment trusts
Proposals related to retirement and retiree health savings and collective investment trusts.
Proposals related to retirement and retiree health savings and collective investment trusts.
COINBASE, INC. via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Legislation and regulation affecting storage and trading of digital assets.
Legislation and regulation affecting storage and trading of digital assets.
Legislation and regulation affecting storage and trading of digital assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MELLON FINANCIAL SERVICES CORPORATE #1 (FORMERLY BANK OF NEW YORK MELLON CORP.) via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Legislation and regulation affecting custody banking.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SWIFT, INC. via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Imposition of sanctions on financial messaging services with respect to institutions in other countries.
Imposition of sanctions on financial messaging services with respect to institutions in other countries.
Imposition of sanctions on financial messaging services with respect to institutions in other countries.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CRYPTO COUNCIL FOR INNOVATION via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Legislation and regulation relating to digital assets.
Legislation and regulation relating to digital assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN EXPRESS COMPANY via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Legislation and regulation affecting prudential bank regulatory issues and payment systems. Legislation regarding cybersecurity, privacy, and incident reporting.
Corporate tax legislation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WISE US INC. via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Issues regarding international payments.
Issues regarding the taxation of international payments.
Issues regarding international payments.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EARLY WARNING SERVICES, LLC via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Issues related to payment systems.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
TD BANK, N.A. via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Issues related to banking activities.
Issues related to banking activities
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
SECURITIES INVESTOR PROTECTION CORPORATION via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Legislative and regulatory issues impacting the securities markets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FINANCIAL INDUSTRY REGULATORY AUTHORITY ("FINRA" FORMERLY NASD) via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Regulation of broker-dealers. Customer recovery across arbitration and other dispute resolution forums.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Regulation of asset management products and activities.
Regulation of asset management products and activities.
Issues related to retirement security and savings, including retirement income products and retirement income disclosures. Access to alternative investments in retirement accounts.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
AMERICAN BANKERS ASSOCIATION via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Legislative and regulatory issues impacting the banking industry.
Legislative and regulatory issues impacting the banking industry.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Legislative and regulatory issues impacting the financial services industry.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
GEN DIGITAL INC (FORMERLY REPORTED AS MONEYLION TECHNOLOGIES INC. (MONEYLION) via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Legislation and regulation relating to consumer financial products and services. Legislation and regulation relating to data privacy.
Legislation and regulation relating to consumer financial products and services. Legislation and regulation relating to data privacy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FRANKLIN SQUARE HOLDINGS, L.P. via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Regulation of business development companies.
Regulation of business development companies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FISERV, INC. via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Issues related to core service providers. Issues related to artificial intelligence. Issues related to payments policy, and digital assets. FARM Bill modernization of FNS programs.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of
AMERICAN INVESTMENT COUNCIL via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Provisions related to the tax treatment of private equity, including issues related to private asset inclusion in 401k plans.
Legislative and regulatory policy related to leveraged lending and private credit funds.
Issues related to private asset inclusion in 401k plans.
SENTILINK via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Implementation of the American Taxpayers First Act of 2019. Legislation and Regulation related to Customer Identification Program modernization; implementation of the Electronic Consent Based SSN Verification Service; and issues related to identify fraud. Issues related to treatment of fraud detection under the FCRA. Legislation and regulatory issues related to identify verification and financial fraud.
Implementation of the American Taxpayers First Act of 2019. Legislation and Regulation related to Customer Identification Program modernization; implementation of the Electronic Consent Based SSN Verification Service; and Legislation and regulatory issues related to identify verification and financial fraud.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INSTITUTE OF INTERNATIONAL BANKERS via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Legislative and regulatory issues impacting foreign banking organizations, including Basel capital reforms. Legislative and regulatory issues relating to digital assets.
Filing targets: HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
THE GLOBAL ATLANTIC FINANCIAL GROUP LLC via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Legislation and regulations expanding access to retirement solutions. Issues related to insurers use of alternative investments. Issues related to private asset inclusion in 401k plans.
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions.
Legislation and regulations affecting life insurance products. Issues affecting insurance capital standards and credit ratings of insurers. Issues related to insurers use of alternative investments. Issues related to private credit.
THE HARTFORD FINANCIAL SERVICES GROUP, INC. via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Legislative proposals affecting property and casualty insurance, including flood insurance, auto insurance, wildfire insurance, and artificial intelligence.
Legislative proposals affecting property and casualty insurance, including flood insurance, auto insurance, wildfire insurance, and artificial intelligence.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ANT GROUP CO., LTD. via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Outreach regarding corporate profile and operations of Ant International and its subsidiary Alipay US. Issues related to regulation of digital payment platforms
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE DEPOSITORY TRUST & CLEARING CORPORATION via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Legislation and regulation impacting the securities markets
Legislation and regulation impacting the derivatives markets
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION (SIFMA) via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Issues related to securities and financial markets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
TWO SIGMA INVESTMENTS, LP via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Potential regulations impacting investment advisers.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JPMORGAN CHASE HOLDINGS LLC via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FMR LLC via RICH FEUER ANDERSON
2026 · second_quarter · Q2
Legislation and regulation affecting employee retirement benefits.
Legislation and regulation affecting employee retirement benefits.
Legislation and regulation affecting asset management and brokerage services.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PRINCIPAL FINANCIAL GROUP, INC. via RICH FEUER ANDERSON
2026 · third_quarter · RR
Issues impacting global financial services companies.
Issues impacting global financial services companies.
Issues impacting global financial services companies.
SECURITIES INVESTOR PROTECTION CORPORATION via RICH FEUER ANDERSON
2026 · first_quarter · 1A
Legislative and regulatory issues impacting the securities markets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMAZON CORPORATE, LLC via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislation affecting payments systems, privacy, data security and breach notification.
Legislation affecting payments systems, privacy, data security and breach notification.
Legislation affecting payments systems, privacy, data security and breach notification.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SWIFT, INC. via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Imposition of sanctions on financial messaging services with respect to institutions in other countries.
Imposition of sanctions on financial messaging services with respect to institutions in other countries.
Imposition of sanctions on financial messaging services with respect to institutions in other countries.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURITIES INVESTOR PROTECTION CORPORATION via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislative and regulatory issues impacting the securities markets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FRANKLIN SQUARE HOLDINGS, L.P. via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Regulation of business development companies.
Regulation of business development companies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FINANCIAL INDUSTRY REGULATORY AUTHORITY ("FINRA" FORMERLY NASD) via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Regulation of broker-dealers. Customer recovery across arbitration and other dispute resolution forums.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN BANKERS ASSOCIATION via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislative and regulatory issues impacting the banking industry.
Legislative and regulatory issues impacting the banking industry.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE DEPOSITORY TRUST & CLEARING CORPORATION via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislation and regulation impacting the derivatives markets
Legislation and regulation impacting the securities markets
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CENTER FOR CAPITAL MARKETS COMPETITIVENESS, U.S. CHAMBER OF COMMERCE via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislative and regulatory issues impacting the financial services industry.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BLACKROCK FUNDS SERVICES GROUP LLC (FORMERLY BLACKROCK CAPITAL MANAGEMENT INC.) via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Issues related to retirement security and savings, including retirement income products and retirement income disclosures. Access to alternative investments in retirement accounts.
Regulation of asset management products and activities.
Regulation of asset management products and activities.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
AMERICAN INVESTMENT COUNCIL via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislative and regulatory policy related to leveraged lending and private credit funds.
Legislative and regulatory policy related to leveraged lending and private credit funds.
Provisions related to the tax treatment of private equity, including issues related to private asset inclusion in 401k plans.
SENTILINK via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Implementation of the American Taxpayers First Act of 2019. Legislation and Regulation related to Customer Identification Program modernization; implementation of the Electronic Consent Based SSN Verification Service; and issues related to identify fraud. Issues related to treatment of fraud detection under the FCRA. Legislation and regulatory issues related to identify verification and financial fraud.
Implementation of the American Taxpayers First Act of 2019. Legislation and Regulation related to Customer Identification Program modernization; implementation of the Electronic Consent Based SSN Verification Service; and Legislation and regulatory issues related to identify verification and financial fraud.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
THE HARTFORD FINANCIAL SERVICES GROUP, INC. via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislative proposals affecting property and casualty insurance, including flood insurance, auto insurance, and wildfire insurance.
Legislative proposals affecting property and casualty insurance, including flood insurance, auto insurance, and wildfire insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INSTITUTE OF INTERNATIONAL BANKERS via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislative and regulatory issues impacting foreign banking organizations, including Basel capital reforms. Legislative and regulatory issues relating to digital assets.
Filing targets: HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of
FISERV, INC. via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Issues related to core service providers. Issues related to artificial intelligence. Issues related to payments policy, and digital assets.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of
THE GLOBAL ATLANTIC FINANCIAL GROUP LLC via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislation and regulations expanding access to retirement solutions. Issues related to insurers use of alternative investments. Issues related to private asset inclusion in 401k plans.
Legislation and regulations affecting the tax treatment of life insurance products. Legislation and regulations expanding access to retirement solutions.
Legislation and regulations affecting life insurance products. Issues affecting insurance capital standards and credit ratings of insurers. Issues related to insurers use of alternative investments. Issues related to private credit.
GEN DIGITAL INC (FORMERLY REPORTED AS MONEYLION TECHNOLOGIES INC. (MONEYLION) via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislation and regulation relating to consumer financial products and services. Legislation and regulation relating to data privacy.
Legislation and regulation relating to consumer financial products and services. Legislation and regulation relating to data privacy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
EARLY WARNING SERVICES, LLC via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Issues related to payment systems.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CRYPTO COUNCIL FOR INNOVATION via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislation and regulation relating to digital assets.
Legislation and regulation relating to digital assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MELLON FINANCIAL SERVICES CORPORATE #1 (FORMERLY BANK OF NEW YORK MELLON CORP.) via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislation and regulation affecting custody banking.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AMERICAN EXPRESS COMPANY via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislation and regulation affecting prudential bank regulatory issues and payment systems. Legislation regarding cybersecurity, privacy, and incident reporting.
Corporate tax legislation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
TD BANK, N.A. via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Issues related to banking activities
Issues related to banking activities.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
FMR LLC via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislation and regulation affecting employee retirement benefits.
Legislation and regulation affecting asset management and brokerage services.
Legislation and regulation affecting employee retirement benefits.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
JPMORGAN CHASE HOLDINGS LLC via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Issues related to capital and liquidity, margin, bank structure, market structure and market liquidity.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
TWO SIGMA INVESTMENTS, LP via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Potential regulations impacting investment advisers.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MISSIONSQUARE RETIREMENT via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Proposals related to retirement and retiree health savings and collective investment trusts.
Proposals related to retirement and retiree health savings and collective investment trusts
Proposals related to retirement and retiree health savings and collective investment trusts.
MERCURY TECHNOLOGIES, INC. via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Issues related to financial technology and bank partnerships.
Issues related to financial technology and bank partnerships.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WISE US INC. via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Issues regarding the taxation of international payments.
Issues regarding international payments.
Issues regarding international payments.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COINBASE, INC. via RICH FEUER ANDERSON
2026 · first_quarter · Q1
Legislation and regulation affecting storage and trading of digital assets.
Legislation and regulation affecting storage and trading of digital assets.
Legislation and regulation affecting storage and trading of digital assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURITIZE, INC. via RICH FEUER ANDERSON
2026 · second_quarter · RR
Issues related to tokenized assets.
Issues related to tokenized assets.
MERCURY TECHNOLOGIES, INC. via RICH FEUER ANDERSON
2025 · fourth_quarter · Q4
Issues related to financial technology and bank partnerships.
Issues related to financial technology and bank partnerships.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SWIFT, INC. via RICH FEUER ANDERSON
2025 · fourth_quarter · Q4
Imposition of sanctions on financial messaging services with respect to institutions in other countries.
Imposition of sanctions on financial messaging services with respect to institutions in other countries.
Imposition of sanctions on financial messaging services with respect to institutions in other countries.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MISSIONSQUARE RETIREMENT via RICH FEUER ANDERSON
2025 · fourth_quarter · Q4
Proposals related to retirement and retiree health savings and collective investment trusts.
Proposals related to retirement and retiree health savings and collective investment trusts.
Proposals related to retirement and retiree health savings and collective investment trusts
THE HARTFORD FINANCIAL SERVICES GROUP, INC. via RICH FEUER ANDERSON
2025 · fourth_quarter · Q4
Legislative proposals affecting property and casualty insurance, including flood insurance, auto insurance, and wildfire insurance.
Legislative proposals affecting property and casualty insurance, including flood insurance, auto insurance, and wildfire insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FISERV, INC. via RICH FEUER ANDERSON
2025 · fourth_quarter · Q4
Issues related to core service providers. Issues related to artificial intelligence. Issues related to payments policy, and digital assets.
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of
COINBASE, INC. via RICH FEUER ANDERSON
2025 · fourth_quarter · Q4
Legislation and regulation affecting storage and trading of digital assets.
Legislation and regulation affecting storage and trading of digital assets.
Legislation and regulation affecting storage and trading of digital assets.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals related to retirement and retiree health savings and collective investment trusts
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Legislative and regulatory policy related to leveraged lending and private credit funds.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Proposals related to retirement and retiree health savings and collective investment trusts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Legislative and regulatory policy related to leveraged lending and private credit funds.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Issues related to private asset inclusion in 401k plans.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Proposals related to retirement and retiree health savings and collective investment trusts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Proposals related to retirement and retiree health savings and collective investment trusts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE