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Reported covered position: Director of Policy & Advocacy
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.
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "The Enhancement and Standardization of Climate-Related Disclosures for Investors".
Client: MAJORITY ACTION · Firm: MAJORITY ACTION
Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority Climate Financial Risk Climate-related disclosures ESG disclosures Greenwashing H.J.Res 127 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "The Enhancement and Standardization of Climate-Related Disclosures for Investors". S.J. Res 72 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "The Enhancement and Standardization of Climate-Related Disclosures for Investors".
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
MAJORITY ACTION via MAJORITY ACTION
2024 · second_quarter · 2T
Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority Climate Financial Risk Climate-related disclosures ESG disclosures Greenwashing H.J.Res 127 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "The Enhancement and Standardization of Climate-Related Disclosures for Investors". S.J. Res 72 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "The Enhancement and Standardization of Climate-Related Disclosures for Investors".
Source: Senate LDA
Making appropriations for financial services and general government for the fiscal year ending September 30, 2024, and for other purposes.
Client: MAJORITY ACTION · Firm: MAJORITY ACTION
H.R. 4664 Financial Services and General Government Appropriations Act, 2024.
A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "The Enhancement and Standardization of Climate-Related Disclosures for Investors".
Client: MAJORITY ACTION · Firm: MAJORITY ACTION
Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority Climate Financial Risk Climate-related disclosures ESG disclosures Greenwashing H.J.Res 127 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "The Enhancement and Standardization of Climate-Related Disclosures for Investors". S.J. Res 72 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Securities and Exchange Commission relating to "The Enhancement and Standardization of Climate-Related Disclosures for Investors".
Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act
FIN ISSUE AREA:Financial Institutions/Investments/Securities Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act LBR ISSUE AREA: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
Protecting Americans’ Retirement Savings from Politics Act
Client: MAJORITY ACTION · Firm: MAJORITY ACTION
Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act
Protecting Americans’ Retirement Savings from Politics Act
Client: MAJORITY ACTION · Firm: MAJORITY ACTION
FIN ISSUE AREA:Financial Institutions/Investments/Securities Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act LBR ISSUE AREA: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
Prioritizing Economic Growth Over Woke Policies Act
Client: MAJORITY ACTION · Firm: MAJORITY ACTION
Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act
Prioritizing Economic Growth Over Woke Policies Act
Client: MAJORITY ACTION · Firm: MAJORITY ACTION
FIN ISSUE AREA:Financial Institutions/Investments/Securities Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act LBR ISSUE AREA: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act
FIN ISSUE AREA:Financial Institutions/Investments/Securities Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act LBR ISSUE AREA: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
FIN ISSUE AREA:Financial Institutions/Investments/Securities Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act LBR ISSUE AREA: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
LBR: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
FIN ISSUE AREA:Financial Institutions/Investments/Securities Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act LBR ISSUE AREA: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
LBR: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
Protecting Americans’ Investments from Woke Policies Act
Client: MAJORITY ACTION · Firm: MAJORITY ACTION
LBR: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
Protecting Americans’ Investments from Woke Policies Act
Client: MAJORITY ACTION · Firm: MAJORITY ACTION
FIN ISSUE AREA:Financial Institutions/Investments/Securities Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act LBR ISSUE AREA: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
Providing Complete Information to Retirement Investors Act
Client: MAJORITY ACTION · Firm: MAJORITY ACTION
LBR: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
Providing Complete Information to Retirement Investors Act
Client: MAJORITY ACTION · Firm: MAJORITY ACTION
FIN ISSUE AREA:Financial Institutions/Investments/Securities Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act LBR ISSUE AREA: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
Systemic risks, pension fund investment practices, retirement security policies, proxy voting, proxy advisors, ERISA implementation of fiduciary duty.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MAJORITY ACTION via MAJORITY ACTION
2024 · first_quarter · Q1
Proxy voting policies, proxy advisors, systemic risks, shareholder proposal process, corporate disclosures, FSOC regulation and authority, climate financial risk, climate-related disclosures, ESG disclosures, greenwashing, 17 CFR 210, 229, 230, 232, 239, and 249, The Enhancement and Standardization of Climate-Related Disclosures for Investors Rule.
H.R. 4664 Financial Services and General Government Appropriations Act, 2024.
Systemic risks, pension fund investment practices, retirement security policies, proxy voting, proxy advisors, ERISA implementation of fiduciary duty.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MAJORITY ACTION via MAJORITY ACTION
2023 · fourth_quarter · Q4
LBR: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
FIN ISSUE AREA:Financial Institutions/Investments/Securities Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act LBR ISSUE AREA: Labor Issues/Antitrust/Workplace Systemic risks Pension fund investment practices Retirement security policies Proxy voting Proxy advisors ERISA implementation of fiduciary duty H.R. 5337 Retirement Proxy Protection Act; H.R. 5338 No Discrimination In My Benefits Act; H.R. 5339 RETIRE Act; H.R. 5340 Providing Complete Information To Retirement Investors Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MAJORITY ACTION via MAJORITY ACTION
2023 · fourth_quarter · Q4
Proxy voting policies Proxy advisors Systemic risks Shareholder proposal process Corporate disclosures FSOC regulation and authority H.R. 4790 The Guiding Uniform and Responsible Disclosure Requirements and Information Limits (GUARDRAIL) Act; H.R. 4767 The Protecting Americans Retirement Savings from Politics Act; H.R. 4655 The Businesses Over Activists Act; H.R. 4823 American Financial Institution Regulator Sovereignty and Transparency (American FIRST) Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
MAJORITY ACTION via MAJORITY ACTION
2023 · third_quarter · RR
In Q4, our registered lobbyist, Rukmani Bhatia, will likely engage with House & Senate Financial Services, House Ed & Workforce, Senate HELP, House Rules, and work on a series of bills (depending on what moves in Committee/on floor). However, no full list for Q4 just yet.
In Q4, our registered lobbyist, Rukmani Bhatia, will likely engage with House & Senate Financial Services, House Ed & Workforce, Senate HELP, House Rules, and work on a series of bills (depending on what moves in Committee/on floor). However, no full list for Q4 just yet.