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Reported covered position: Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee
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.
Financial Exploitation Prevention Act of 2025
Client: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. · Firm: MINDSET ADVOCACY, LLC
HR 2478
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
WESTERN ALLIANCE BANK via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Low income housing tax credit provisions
General Banking and Mortgage Finance Issues
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
Source: Senate LDA
| REMITLY |
| 11 |
| 2024–2026 |
| SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC. | 11 | 2024–2026 |
| VISA USA, INC. | 11 | 2024–2026 |
| Western Alliance Bank | 11 | 2024–2026 |
| BARCLAYS US GPF INC. | 10 | 2024–2026 |
| FACTSET RESEARCH SYSTEMS INC. | 10 | 2024–2026 |
| OTC MARKETS GROUP | 10 | 2024–2026 |
| BILT TECHNOLOGIES, INC. | 9 | 2024–2026 |
| MANUFACTURED HOUSING INSTITUTE | 9 | 2024–2026 |
| MID-SIZED BANK COALITION OF AMERICA | 9 | 2024–2026 |
| THE ESOP ASSOCIATION (TEA) | 8 | 2025–2026 |
| ALLSTATE INSURANCE COMPANY | 7 | 2025–2026 |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. | 7 | 2025–2026 |
| INTERNATIONAL COUNCIL OF SHOPPING CENTERS, INC. DBA ICSC | 7 | 2025–2026 |
| STRIPE, INC. | 7 | 2025–2026 |
| B.S.D. CAPITAL, INC. DBA LENDISTRY | 6 | 2025–2026 |
| BITCOIN DEPOT OPERATING LLC | 6 | 2025–2026 |
| SOLANA FOUNDATION | 6 | 2023–2025 |
| CQ MEDICAL | 5 | 2025 |
| FINANCIAL TECHNOLOGY ASSOCIATION (FTA) | 5 | 2025–2026 |
| Paradigm Operations LP | 5 | 2023–2024 |
| VESTWELL HOLDINGS, INC | 5 | 2025–2026 |
| JANUARY TECHNOLOGIES, INC. | 4 | 2025–2026 |
| LEDGER SAS | 4 | 2023–2024 |
| NESTIDD | 4 | 2026 |
| NEW YORK LIFE INSURANCE COMPANY | 4 | 2025 |
| THE GOLDMAN SACHS GROUP, INC. | 4 | 2025–2026 |
| COURIER PLUS, INC. DBA DUTCHIE | 3 | 2023–2024 |
| MONEY METALS EXCHANGE | 3 | 2026 |
| MUTUAL OF OMAHA INSURANCE COMPANY | 3 | 2026 |
| STELLAR DEVELOPMENT FOUNDATION | 3 | 2023–2024 |
| WILLIS NORTH AMERICA INC. | 3 | 2026 |
| CORELOGIC DBA COTALITY (FKA CORELOGIC) | 2 | 2024–2025 |
| INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) | 2 | 2025 |
| KROLL BOND RATING AGENCY, INC. | 2 | 2026 |
| Paxos Trust Company, LLC | 2 | 2024 |
| SOFI TECHNOLOGIES, INC. | 2 | 2024 |
| UNITED MINEWORKERS OF AMERICA RETIREE HEALTH AND PENSION PLAN (UMWA RHPP) | 2 | 2026 |
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025. H.R. 6644 - 21st Century ROAD to Housing Act.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
21st Century ROAD to Housing Act
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
21st Century ROAD to Housing Act
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025. H.R. 6644 - 21st Century ROAD to Housing Act.
21st Century ROAD to Housing Act
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025. H.R. 6644 - 21st Century ROAD to Housing Act.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27.
Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27.
Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27.
Tax Relief for Fraud Victims Act
Client: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. · Firm: MINDSET ADVOCACY, LLC
HR 9500, tax incentives for financial planning
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025. H.R. 6644 - 21st Century ROAD to Housing Act.
Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025.
Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27.
ROAD to Housing Act of 2025
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
ROAD to Housing Act of 2025
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
ROAD to Housing Act of 2025
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025.
Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025. H.R. 6644 - 21st Century ROAD to Housing Act.
Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27.
Issues relating to the Credit Card Competition Act. S.1582/PL 119-27. STABLE Act, H.R. 2392
Issues relating to the Credit Card Competition Act. GENIUS Act, S. 394. STABLE Act, H.R. 2392
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582/PL 119-27. STABLE Act, H.R. 2392. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026, specifically S.Amdt. 3216 relating to the cost of acceptance at commissaries
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. GENIUS Act, S. 394. STABLE Act, H.R. 2392
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026 / PL 119-60. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
21st Century ROAD to Housing Act
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026 / PL 119-60. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
Issues relating to the Credit Card Competition Act. S.1582/PL 119-27. STABLE Act, H.R. 2392
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582/PL 119-27. STABLE Act, H.R. 2392. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026, specifically S.Amdt. 3216 relating to the cost of acceptance at commissaries
Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026 / PL 119-60.
National Defense Authorization Act for Fiscal Year 2026
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582/PL 119-27. STABLE Act, H.R. 2392. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026, specifically S.Amdt. 3216 relating to the cost of acceptance at commissaries
National Defense Authorization Act for Fiscal Year 2026
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026 / PL 119-60.
National Defense Authorization Act for Fiscal Year 2026
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026 / PL 119-60. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
ROAD to Housing Act of 2025
Client: MANUFACTURED HOUSING INSTITUTE · Firm: MINDSET ADVOCACY, LLC
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
Small Business Technological Act of 2025
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 305 - Small Business Technology Act, provisions addressing barriers to digital adoption
Issues relating to the Credit Card Competition Act. GENIUS Act, S. 394. STABLE Act, H.R. 2392
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. GENIUS Act, S. 394. STABLE Act, H.R. 2392
General issues related to remittances, including de-risking and taxation of consumers who send remittances. General issues related to digital identity. H.R. 10057 - Affordable Remittance Act and other matters related to nonbank access to FedNow.
General issues related to remittances, including de-risking and taxation of consumers who send remittances. General issues related to digital identity. H.R. 10057 - Affordable Remittance Act and other matters related to nonbank access to FedNow.
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and H.R.4366, the Consolidated Appropriations Act, 2024.
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and CCCA amendment to the FAA Reauthorization Act ( Public Law No: 118-63).
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, and CCCA amendment to the FAA Reauthorization Act (Public Law No: 118-63).
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226; Amendment to the National Defense Authorization Act for Fiscal Year 2025 (Public Law No: 118-159); American Relief Act, 2025 (Public Law No: 118-158)
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act, S. 2226; Amendment to the National Defense Authorization Act for Fiscal Year 2025 (Public Law No: 118-159); American Relief Act, 2025 (Public Law No: 118-158)
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and CCCA amendment to the FAA Reauthorization Act ( Public Law No: 118-63).
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, and CCCA amendment to the FAA Reauthorization Act (Public Law No: 118-63).
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226; Amendment to the National Defense Authorization Act for Fiscal Year 2025 (Public Law No: 118-159); American Relief Act, 2025 (Public Law No: 118-158)
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and H.R.4366, the Consolidated Appropriations Act, 2024.
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act, S. 2226; Amendment to the National Defense Authorization Act for Fiscal Year 2025 (Public Law No: 118-159); American Relief Act, 2025 (Public Law No: 118-158)
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and CCCA amendment to the FAA Reauthorization Act ( Public Law No: 118-63).
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226; Amendment to the National Defense Authorization Act for Fiscal Year 2025 (Public Law No: 118-159); American Relief Act, 2025 (Public Law No: 118-158)
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and CCCA amendment to the FAA Reauthorization Act ( Public Law No: 118-63).
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act, S. 2226; Amendment to the National Defense Authorization Act for Fiscal Year 2025 (Public Law No: 118-159); American Relief Act, 2025 (Public Law No: 118-158)
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S.1838/H.R.3881, the Credit Card Competition Act, S. 2226, and CCCA amendment to the FAA Reauthorization Act (Public Law No: 118-63).
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670, and H.R.4366, the Consolidated Appropriations Act, 2024.
National Defense Authorization Act for Fiscal Year 2024
Client: VISA USA, INC. · Firm: MINDSET ADVOCACY, LLC
Issues relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670
Small Business Technological Advancement Act
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 2330 - Small Business Technological Advancement Act, provisions addressing barriers to digital adoption
Small Business Technological Advancement Act
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 2330 - Small Business Technological Advancement Act, provisions addressing barriers to digital adoption
Small Business Technological Advancement Act
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 2330 - Small Business Technological Advancement Act, provisions addressing barriers to digital adoption
Small Business Technological Advancement Act
Client: INTUIT, INC. AND AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Promote small business development and growth Support small business regulatory modernization Expanding access to capital S. 2330 - Small Business Technological Advancement Act, provisions addressing barriers to digital adoption
2026 · third_quarter · Q3
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025.
Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
VESTWELL HOLDINGS, INC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts Trump IRA ABLE accounts Savers Match
General retirement issues Trump accounts Trump IRA ABLE accounts Savers Match
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
UNITED MINEWORKERS OF AMERICA RETIREE HEALTH AND PENSION PLAN (UMWA RHPP) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Technical correction to the Bipartisan American Miners Act
Technical correction to the Bipartisan American Miners Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; parity for long term disability related to mental health; Workers Disability Benefits Parity Act; One Big Beautiful Act; Medicaid dental
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act; Medicaid dental
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
STRIPE, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Small business, entrepreneurship, payments, and financial regulation
Small business, entrepreneurship, payments, and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SIXTH STREET PARTNERS, LLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to small businesses
Issues related to private investment and private capital
Issues related to housing
REMITLY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General issues related to international payments including the de-risking of remittances and taxation of consumers who send remittances. Support greater access to financial services and financial inclusion. Promote payment infrastructure modernization and competition including matters related to nonbank access to FedNow and federal reserve systems.
Issues related to implementation of reconciliation. Issues related to international remittances.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office
PFS INVESTMENTS, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Department of Labor ERISA rules.
Issues related to implementation of reconciliation
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
OTC MARKETS GROUP via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Capital Markets legislation and regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
NESTIDD via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Intellectual and developmental disabilities housing Issues within the 21st Century ROAD to Housing Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS (NCCMP) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues relating to multiemployer pension plan requirements
Issues relating to multiemployer pension plan requirements
Issues relating to multiemployer health coverage requirements
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation Medicare supplemental healthcare and medigap plans
Issues related to implementation of reconciliation
Legislation related to reverse mortgages
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
MONEY METALS EXCHANGE via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to commodities trading
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MID-SIZED BANK COALITION OF AMERICA via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Introductory meetings; financial banking regulation; policies impacting midsized banks
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
MANUFACTURED HOUSING INSTITUTE via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
Filing targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
B.S.D. CAPITAL, INC. DBA LENDISTRY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issued related to SBA lending Issues related to CDFI lending and loan administration Implementation of infrastructure bill
Filing targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
KROLL BOND RATING AGENCY, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Federal policy issues related to NRSROs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
INTUIT, INC. AND AFFILIATES via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
INTERNATIONAL COUNCIL OF SHOPPING CENTERS, INC. DBA ICSC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General tax issues impacting commercial real estate
Issues relating to commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, issues related to bank capital requirements, issues related to digital assets legislation and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE ESOP ASSOCIATION (TEA) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
All ESOP related legislation and regulation
All ESOP related legislation and regulation
All ESOP related legislation and regulation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General retirement issues impacting personal finance
HR 2478
HR 9500, tax incentives for financial planning
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
BILT TECHNOLOGIES, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
BETTERMENT LLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to financial services and retirement savings
Issues related to financial services and retirement savings
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
BARCLAYS US GPF INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to implementation of reconciliation
General banking and capital markets issues, data security, interchange
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General tax policy; Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
UNITED MINEWORKERS OF AMERICA RETIREE HEALTH AND PENSION PLAN (UMWA RHPP) via MINDSET ADVOCACY, LLC
2026 · third_quarter · RR
Technical correction to the Bipartisan American Miners Act
Technical correction to the Bipartisan American Miners Act
INTUIT, INC. AND AFFILIATES via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
VISA USA, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27.
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025. H.R. 6644 - 21st Century ROAD to Housing Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
WILLIS NORTH AMERICA INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · 2T
Forms related to pooled employer plans
Forms related to pooled employer plans
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WESTERN ALLIANCE BANK via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Low income housing tax credit provisions
General Banking and Mortgage Finance Issues
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
VESTWELL HOLDINGS, INC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General retirement issues Trump accounts Trump IRA
General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts Trump IRA
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; parity for long term disability related to mental health; Workers Disability Benefits Parity Act; One Big Beautiful Act; Medicaid dental
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
STRIPE, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Small business, entrepreneurship, payments, and financial regulation
Small business, entrepreneurship, payments, and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SIXTH STREET PARTNERS, LLC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to sports and entertainment
Issues related to private investment and private capital
Issues related to small businesses
REMITLY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General issues related to international payments including the de-risking of remittances and taxation of consumers who send remittances. Support greater access to financial services and financial inclusion. Promote payment infrastructure modernization and competition including matters related to nonbank access to FedNow and federal reserve systems.
Issues related to implementation of reconciliation. Issues related to international remittances.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office
PFS INVESTMENTS, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Department of Labor ERISA rules.
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PAYCHEX, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · 2T
PEP issues General retirement issues SECURE 2.0 implementation
Small business retirement
SECURE 2.0 implementation eFile RISE Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
OTC MARKETS GROUP via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Capital Markets legislation and regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
NESTIDD via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Intellectual and developmental disabilities housing Issues within the 21st Century ROAD to Housing Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS (NCCMP) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues relating to multiemployer health coverage requirements
Issues relating to multiemployer pension plan requirements
Issues relating to multiemployer pension plan requirements
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to implementation of reconciliation
Legislation related to reverse mortgages
Issues related to federal involvement in insurance regulation Medicare supplemental healthcare and medigap plans
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
MONEY METALS EXCHANGE via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to commodities trading
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MID-SIZED BANK COALITION OF AMERICA via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Introductory meetings; financial banking regulation; policies impacting midsized banks
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
MANUFACTURED HOUSING INSTITUTE via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
Filing targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
B.S.D. CAPITAL, INC. DBA LENDISTRY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issued related to SBA lending Issues related to CDFI lending and loan administration Implementation of infrastructure bill
Filing targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
KROLL BOND RATING AGENCY, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Federal policy issues related to NRSROs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
JANUARY TECHNOLOGIES, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to fintech, AI, and financial services
Issues related to fintech, AI, and financial services
Issues related to fintech, AI, and financial services
Filing targets: Consumer Financial Protection Bureau (CFPB), Treasury, Dept of, White House Office
INTERNATIONAL COUNCIL OF SHOPPING CENTERS, INC. DBA ICSC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues relating to commercial real estate
General tax issues impacting commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, issues related to bank capital requirements, issues related to digital assets legislation and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FINANCIAL TECHNOLOGY ASSOCIATION (FTA) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Policies and proposals impacting financial technology firms; 1033/open banking; Earned Wage Access Consumer Protection Act; PACE Act
Issues related to remittance tax and OB3 implementation
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
THE ESOP ASSOCIATION (TEA) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
All ESOP related legislation and regulation
All ESOP related legislation and regulation
All ESOP related legislation and regulation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
199A, tax incentives for financial planning
General retirement issues impacting personal finance
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
BILT TECHNOLOGIES, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
BETTERMENT LLC via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to financial services and retirement savings
Issues related to financial services and retirement savings
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
BARCLAYS US GPF INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to implementation of reconciliation
General banking and capital markets issues, data security, interchange
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
General tax policy; Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
MONEY METALS EXCHANGE via MINDSET ADVOCACY, LLC
2026 · second_quarter · RR
Issues related to commodities trading
FACTSET RESEARCH SYSTEMS INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · 1T
Issues relating to data use in financial markets, including the implementation of the Financial Data Transparency Act of 2022
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
INTUIT, INC. AND AFFILIATES via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
WILLIS NORTH AMERICA INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Forms related to pooled employer plans
Forms related to pooled employer plans
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
WESTERN ALLIANCE BANK via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Low income housing tax credit provisions
General Banking and Mortgage Finance Issues
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of
VISA USA, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
Issues related to interchange fees on electric payments including S. 3623 & H.R. 7035. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
VESTWELL HOLDINGS, INC via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
General retirement issues Trump accounts
General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act; Medicaid dental
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
STRIPE, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Small business, entrepreneurship, payments, and financial regulation
Small business, entrepreneurship, payments, and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SIXTH STREET PARTNERS, LLC via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to housing
Issues related to small businesses
Issues related to private investment and private capital
REMITLY via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to implementation of reconciliation. Issues related to international remittances.
General issues related to international payments including the de-risking of remittances and taxation of consumers who send remittances. Support greater access to financial services and financial inclusion. Promote payment infrastructure modernization and competition including matters related to nonbank access to FedNow and federal reserve systems.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office
PFS INVESTMENTS, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Department of Labor ERISA rules.
Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PAYCHEX, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
PEP issues General retirement issues SECURE 2.0 implementation
Small business retirement
SECURE 2.0 implementation eFile RISE Act
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
OTC MARKETS GROUP via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Capital Markets legislation and regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
NESTIDD via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Intellectual and developmental disabilities housing Issues within the 21st Century ROAD to Housing Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS (NCCMP) via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues relating to multiemployer pension plan requirements
Issues relating to multiemployer health coverage requirements
Issues relating to multiemployer pension plan requirements
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to implementation of reconciliation
Legislation related to reverse mortgages
Issues related to federal involvement in insurance regulation Medicare supplemental healthcare and medigap plans
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
MID-SIZED BANK COALITION OF AMERICA via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Introductory meetings; financial banking regulation; policies impacting midsized banks
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
MANUFACTURED HOUSING INSTITUTE via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Manufactured Housing, Affordable Housing, Department of Energy Energy Conservation Standards, HUD Code, Housing supply. S. 2651. HR 6644.
Filing targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
B.S.D. CAPITAL, INC. DBA LENDISTRY via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issued related to SBA lending Issues related to CDFI lending and loan administration Implementation of infrastructure bill
Filing targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
JANUARY TECHNOLOGIES, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to fintech, AI, and financial services
Issues related to fintech, AI, and financial services
Issues related to fintech, AI, and financial services
Filing targets: Consumer Financial Protection Bureau (CFPB), Treasury, Dept of, White House Office
INTERNATIONAL COUNCIL OF SHOPPING CENTERS, INC. DBA ICSC via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
General tax issues impacting commercial real estate
Issues relating to commercial real estate
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THE GOLDMAN SACHS GROUP, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Implementation of P.L. 111203 Dodd-Frank Wall Street Reform and Consumer Protection Act, issues related to bank capital requirements, issues related to digital assets legislation and other issues related to the financial services industry
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
FINANCIAL TECHNOLOGY ASSOCIATION (FTA) via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Policies and proposals impacting financial technology firms; 1033/open banking
Issues related to remittance tax and OB3 implementation
Filing targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
FACTSET RESEARCH SYSTEMS INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues relating to data use in financial markets, including the implementation of the Financial Data Transparency Act of 2022
Filing targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
THE ESOP ASSOCIATION (TEA) via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
All ESOP related legislation and regulation
All ESOP related legislation and regulation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
199A, tax incentives for financial planning. Freedom to Invest in Tomorrows Workforce Act
General retirement issues impacting personal finance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BITCOIN DEPOT OPERATING LLC via MINDSET ADVOCACY, LLC
2026 · first_quarter · 1T
Issues related to consumer access to cryptocurrency
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
BILT TECHNOLOGIES, INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
Housing policy; electronic payments; credit reporting; rewards programs
BETTERMENT LLC via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to financial services and retirement savings
Issues related to financial services and retirement savings
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
BARCLAYS US GPF INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
General banking and capital markets issues, data security, interchange
Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ALLSTATE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to federal involvement in insurance regulation
General tax policy; Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NESTIDD via MINDSET ADVOCACY, LLC
2026 · first_quarter · RR
Intellectual and developmental disabilities housing; Issues within the 21st Century ROAD to Housing Act
WILLIS NORTH AMERICA INC. via MINDSET ADVOCACY, LLC
2026 · first_quarter · RA
Forms related to pooled employer plans
Forms related to pooled employer plans
VISA USA, INC. via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues related to payments innovation, payment/data security, payments regulation, privacy & data use issues. Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026 / PL 119-60. Financial literacy. H.R. 3633, the Digital Asset Market Clarity Act of 2025
Issues related to interchange fees on electric payments including the Credit Card Competition Act. S.1582 GENIUS (Guiding and Establishing National Innovation for US Stablecoin Act) /PL 119-27. NDAA S. 2296, National Defense Authorization Act for Fiscal Year 2026 / PL 119-60.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), Treasury, Dept of
WESTERN ALLIANCE BANK via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
General Banking and Mortgage Finance Issues
Low income housing tax credit provisions
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE
VESTWELL HOLDINGS, INC via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
General retirement issues Trump accounts
General retirement issues General benefits issues 529s HSAs Other savings vehicles Trump accounts
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC. via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; parity for long term disability related to mental health; Workers Disability Benefits Parity Act; One Big Beautiful Act; Medicaid dental
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act; Medicaid dental
STRIPE, INC. via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Small business, entrepreneurship, payments, and financial regulation
Small business, entrepreneurship, payments, and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SIXTH STREET PARTNERS, LLC via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Issues related to private investment and private capital
Issues related to housing
Issues related to sports and entertainment
REMITLY via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
General issues related to international payments including the de-risking of remittances and taxation of consumers who send remittances. Support greater access to financial services and financial inclusion. Promote payment infrastructure modernization and competition including matters related to nonbank access to FedNow.
Issues related to implementation of reconciliation. Issues related to international remittances.
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office
PFS INVESTMENTS, INC. via MINDSET ADVOCACY, LLC
2025 · fourth_quarter · Q4
Federal Trade Commission, preventing unfair or deceptive trade practices. Federal Trade Commission File Number RI 11003, Advanced Notice of Proposed Rulemaking on Earnings Claims.
Department of Labor ERISA rules.
Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to sports and entertainment
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
Promote financial health and literacy for small businesses and consumers Support greater access to financial services and financial inclusion Promote payments infrastructure modernization and market competition
H.R.5784 - AI-WISE Act Promote small business development and growth Support small business regulatory modernization Expanding access to capital
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), White House Office
Housing policy; electronic payments; credit reporting; rewards programs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
Promote financial health and literacy for small businesses and consumers Support greater access to financial services and financial inclusion Promote payments infrastructure modernization and market competition
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), White House Office
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act; Medicaid dental
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
Issues related to housing
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Housing policy; electronic payments; credit reporting; rewards programs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Promote financial health and literacy for small businesses and consumers Support greater access to financial services and financial inclusion Promote payments infrastructure modernization and market competition
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
AI and innovation to benefit consumers and small businesses Ensuring consumer and small business prosperity related to data privacy Harmonization of cyber security requirements and incident reporting standards
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA), White House Office
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; parity for long term disability related to mental health; Workers Disability Benefits Parity Act; One Big Beautiful Act; Medicaid dental
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
Issues related to sports and entertainment
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Housing policy; electronic payments; credit reporting; rewards programs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act; One Big Beautiful Act
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
Issues related to small businesses
Filing targets: HOUSE OF REPRESENTATIVES, SENATE