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Reported covered position: Senior Professional Staff, House Financial Services 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.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Proxy Voting Education FSOC Proposed Analytic Framework and Interpretive Guidance Tax Education Cross-Trading of Fixed Income Funds Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA Public Country by Country Reporting (PCbCR) GROWTH Act Electronic Delivery Education Issues related to unclaimed property Issues related to the implementation of SECURE 2.0
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
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
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
WELLS FARGO & COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Source: Senate LDA
| KROLL BOND RATING AGENCY, INC. |
| 28 |
| 2019–2026 |
| PRUDENTIAL FINANCIAL INC | 28 | 2019–2026 |
| RENAISSANCE RE NORTH AMERICA | 28 | 2020–2026 |
| STATE FARM INSURANCE COMPANIES | 28 | 2019–2026 |
| TIAA | 28 | 2019–2026 |
| AMERIPRISE FINANCIAL | 27 | 2019–2026 |
| NATIONWIDE INSURANCE | 27 | 2020–2026 |
| THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY | 27 | 2020–2026 |
| VISA USA, INC. | 25 | 2019–2025 |
| BARCLAYS US GPF INC. | 24 | 2021–2026 |
| MUNICIPAL SECURITIES RULEMAKING BOARD | 24 | 2022–2026 |
| WELLS FARGO & COMPANY | 23 | 2021–2026 |
| MID-SIZED BANK COALITION OF AMERICA | 22 | 2021–2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 22 | 2018–2024 |
| B. RILEY FINANCIAL, INC. | 21 | 2020–2024 |
| CHIME FINANCIAL INC. | 21 | 2021–2026 |
| FINANCIAL TECHNOLOGY ASSOCIATION (FTA) | 21 | 2022–2026 |
| Regions Bank | 21 | 2021–2026 |
| CORELOGIC DBA COTALITY (FKA CORELOGIC) | 20 | 2022–2026 |
| ABIR | 19 | 2022–2026 |
| ZILLOW GROUP, INC. | 18 | 2020–2024 |
| PROTECTIVE LIFE CORPORATION | 17 | 2022–2026 |
| ALLSTATE INSURANCE COMPANY | 16 | 2019–2026 |
| MELLON FINANCIAL SERVICES CORPORTATION #1 | 16 | 2023–2026 |
| PAYPAL, INC. | 16 | 2022–2026 |
| ROCK CENTRAL | 16 | 2021–2024 |
| THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES | 16 | 2022–2026 |
| HSBC TECHNOLOGY & SERVICES (USA) INC. | 15 | 2023–2026 |
| MUTUAL OF OMAHA INSURANCE COMPANY | 15 | 2020–2026 |
| OTC MARKETS GROUP | 15 | 2023–2026 |
| MANUFACTURED HOUSING INSTITUTE | 14 | 2023–2026 |
| VERIZON COMMUNICATIONS INC. | 14 | 2020–2023 |
| AMAZON WEB SERVICES | 13 | 2023–2026 |
| AMERICAN INVESTMENT COUNCIL | 13 | 2021–2024 |
| KEYCORP | 13 | 2023–2026 |
| STELLAR DEVELOPMENT FOUNDATION | 13 | 2021–2024 |
| THE BLACKSTONE GROUP, INC. | 13 | 2022–2024 |
| Western Alliance Bank | 13 | 2023–2026 |
| CITIGROUP WASHINGTON, INC. | 12 | 2020–2022 |
| AFLAC INC | 11 | 2019–2022 |
| CONTINENTAL CASUALTY COMPANY | 11 | 2020–2022 |
| INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) | 11 | 2024–2026 |
| REMITLY | 11 | 2024–2026 |
| ROCKET LIMITED PARTNERSHIP | 10 | 2024–2026 |
| INVESCO LTD. | 9 | 2019–2021 |
| PAYCHEX, INC. | 9 | 2024–2026 |
| PONTERA, INC. | 8 | 2024–2026 |
| Paxos Trust Company, LLC | 8 | 2022–2023 |
| COURIER PLUS, INC. DBA DUTCHIE | 7 | 2022–2023 |
| INTUIT, INC. AND AFFILIATES | 7 | 2023–2024 |
| STANDARD CHARTERED BANK | 7 | 2025–2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) | 7 | 2025–2026 |
| B.S.D. CAPITAL, INC. DBA LENDISTRY | 5 | 2020–2021 |
| CLEANER ECONOMY COALITION, INC. | 5 | 2025–2026 |
| MIDFIRST BANK | 5 | 2023 |
| SMALL BUSINESS INVESTOR ALLIANCE (SBIA) | 5 | 2020 |
| THE AUTO CLUB GROUP | 5 | 2021–2022 |
| WASHINGTON COMMANDERS FOOTBALL TEAM | 5 | 2022 |
| 2U, Inc. | 4 | 2023 |
| PIPELINE HEALTH SYSTEM | 4 | 2021–2022 |
| POULTON ASSOCIATES, LLC | 4 | 2022 |
| STRIPE, INC. | 4 | 2023 |
| SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC. | 4 | 2024 |
| COALITION FOR HOME EQUITY PARTNERSHIP (CHEP) | 3 | 2026 |
| FEDERAL HOME LOAN BANK OF NEW YORK (FHLBNY) | 3 | 2026 |
| QUICKEN LOANS | 3 | 2020–2021 |
| SOLO FUNDS | 3 | 2021 |
| LONDON STOCK EXCHANGE GROUP PLC | 2 | 2026 |
| SIXTH STREET PARTNERS, LLC | 2 | 2024 |
| SOFI TECHNOLOGIES, INC. | 2 | 2023 |
Outbound Investment Education FSOC Proposed Analytic Framework and Interpretive Guidance Issues related to Blanket Authorizations for Investment Companies Issues related to ESG investment Proxy Voting Education Tax Education Cross-Trading of Fixed Income Funds Form N-Port Education Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA Children's Saving Accounts/Trump accounts
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: MINDSET ADVOCACY, LLC
HR 6324, the Retirement Simplification and Clarity Act, all provisions
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: MINDSET ADVOCACY, LLC
HR 6324, the Retirement Simplification and Clarity Act, all provisions
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: MINDSET ADVOCACY, LLC
HR 6324, the Retirement Simplification and Clarity Act, all provisions
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.
21st Century ROAD to Housing Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
21st Century ROAD to Housing Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; 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.
21st Century ROAD to Housing Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; 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.
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; 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.
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
General Tax Reform; Minimum Book Income Tax; Budget Reconciliation bill H.Con.Res.14
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
General Tax Reform; Minimum Book Income Tax; Budget Reconciliation bill H.Con.Res.14
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Outbound Investment Education FSOC Proposed Analytic Framework and Interpretive Guidance Issues related to Blanket Authorizations for Investment Companies Issues related to ESG investment Proxy Voting Education Tax Education Cross-Trading of Fixed Income Funds Form N-Port Education Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA Children's Saving Accounts/Trump accounts
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Outbound Investment Education FSOC Proposed Analytic Framework and Interpretive Guidance Issues related to Blanket Authorizations for Investment Companies Issues related to ESG investment Proxy Voting Education Tax Education Cross-Trading of Fixed Income Funds Form N-Port Education Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES · Firm: MINDSET ADVOCACY, LLC
Outbound Investment Education FSOC Proposed Analytic Framework and Interpretive Guidance Issues related to Blanket Authorizations for Investment Companies Issues related to ESG investment Proxy Voting Education Tax Education Cross-Trading of Fixed Income Funds Form N-Port Education Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: PWC US GROUP LLP · Firm: MINDSET ADVOCACY, LLC
HR 1 budget reconciliation bill
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/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 relating to the Credit Card Competition Act. GENIUS Act, S. 394. STABLE Act, H.R. 2392
Issues relating to the Credit Card Competition Act. S.1582/PL 119-27. STABLE Act, H.R. 2392
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
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: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
Homebuyers Privacy Protection Act
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467
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
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
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
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.
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; 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. GENIUS Act, S. 394. STABLE Act, H.R. 2392
Issues relating to 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
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/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, 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 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 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 relating to S.1838/H.R.3881, the Credit Card Competition Act; S.2226/H.R.2670
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, 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, 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; 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 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, 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; 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 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 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, 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, 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
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 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 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 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; 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)
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
National Defense Authorization Act for Fiscal Year 2025
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; S.4638, National Defense Authorization Act for Fiscal Year 2025
National Defense Authorization Act for Fiscal Year 2025
Client: ROCKET LIMITED PARTNERSHIP · Firm: MINDSET ADVOCACY, LLC
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; S.4638, National Defense Authorization Act for Fiscal Year 2025; Protecting Consumers from Abusive Mortgage Leads Act
Data Privacy Act of 2023
Client: FINANCIAL TECHNOLOGY ASSOCIATION (FTA) · Firm: MINDSET ADVOCACY, LLC
Policies and proposals impacting financial technology firms HR 1165, the Data Privacy Act of 2023
Data Privacy Act of 2023
Client: FINANCIAL TECHNOLOGY ASSOCIATION (FTA) · Firm: MINDSET ADVOCACY, LLC
Policies and proposals impacting financial technology firms HR 1165, the Data Privacy Act of 2023
Data Privacy Act of 2023
Client: FINANCIAL TECHNOLOGY ASSOCIATION (FTA) · Firm: MINDSET ADVOCACY, LLC
Policies and proposals impacting financial technology firms HR 1165, the Data Privacy Act of 2023
Data Privacy Act of 2023
Client: FINANCIAL TECHNOLOGY ASSOCIATION (FTA) · Firm: MINDSET ADVOCACY, LLC
Policies and proposals impacting financial technology firms HR 1165, the Data Privacy Act of 2023
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, the National Defense Authorization Act for Fiscal Year 2024, and H.R.4366, the Consolidated Appropriations Act, 2024.
General banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Issues related to banking and veteran affairs
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
TIAA via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
STANDARD CHARTERED BANK via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Digital assets legislation and banking issues
Digital assets legislation and banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
ROCKET LIMITED PARTNERSHIP via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General Tax Reform; Issues related to implementation of OB3
Data privacy issues
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
RENAISSANCE RE NORTH AMERICA via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Climate & natural disaster policy; infrastructure package; pre-disaster mitigation; resiliency standards for military readiness
Risk mitigation, flood insurance reform, risk transfer
Filing targets: Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
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
REGIONS BANK via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General banking issues and general financial regulation issues; interchange
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in asset management
Issues related to federal involvement in insurance regulation
SECURE 2.0 Implementation General retirement issues
PROTECTIVE LIFE CORPORATION via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PWC US GROUP LLP via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to implementation of reconciliation
Issues impacting the accounting and auditing profession; and independence of accounting standard setting
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PONTERA, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General banking and securities issues that touch on Ponteras business
General banking and securities issues that touch on Ponteras business
General retirement issues that touch on Ponteras business
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
PAYPAL, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to customer agreements Issues related to digital assets Issues related to money transmission and money service businesses
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
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)
THE NORTHWESTERN MUTUAL LIFE 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: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to AI and data privacy
HR 6324, the Retirement Simplification and Clarity Act, all provisions
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONWIDE INSURANCE via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues relating to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), 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
Filing targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
MUNICIPAL SECURITIES RULEMAKING BOARD via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General financial services policy matters; policies impacting self-regulatory organizations; municipal securities market
Tax treatment of municipal bonds
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
METROPOLITAN LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation ACRE Act Legislation impacting investment in single family rental
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), 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
LONDON STOCK EXCHANGE GROUP PLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to financial institution, investment, and securities regulation, digital assets and tokenization, AI, and markets legislation.
Regulation and legislation related to Banking issues, Bank Secrecy Act and Anti-Money Laundering, and AI.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), 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)
KEYCORP via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Fiduciary rule and legislation, defined contribution retirement plans
Accredited investor legislation and regulations, Reg A+, Closed-End Funds, Federal securities registration
Issues related to housing legislation and institutional investment
HSBC TECHNOLOGY & SERVICES (USA) INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Banking issues
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
FINANCIAL TECHNOLOGY ASSOCIATION (FTA) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
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
FAIR ISAAC CORPORATION (DBA FICO) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Implementation of the "Economic Growth, Regulatory Relief and Consumer Protection Act." HUD and GSE credit scoring and reporting issues. Issues related to credit scoring
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
FEDERAL HOME LOAN BANK OF NEW YORK (FHLBNY) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
EQUITABLE via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CORELOGIC DBA COTALITY via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Collateral evaluation and mortgage appraisal modernization; natural disaster risk
Climate change; pre-disaster mitigation and resiliency efforts
Collateral evaluation and mortgage appraisal modernization; natural disaster risk
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COALITION FOR HOME EQUITY PARTNERSHIP (CHEP) via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues impacting shared home equity instruments
Issues impacting shared home equity instruments
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE
CLEANER ECONOMY COALITION, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to international competitiveness, technological innovation, and the environment
Issues related to international competitiveness, technological innovation, and the environment
Issues related to international competitiveness, technological innovation, and the environment
CHIME FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to electronic payments and interchange policy Bank partnership policy
Financial technology issues and consumer credit issues; Earned Wage Access Consumer Protection Act
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
MELLON FINANCIAL SERVICES CORPORATION #1 via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
General banking and financial regulation
General banking and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
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)
AMERIPRISE FINANCIAL via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Banking issues affecting insurance savings and loan holding companies
Ordinary treatment and other insurance related taxation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
AMAZON WEB SERVICES via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Issues related to SAMOSA Issues related to cloud services and cloud service providers Issues related to cybersecurity and artificial intelligence
Issues related to appropriations
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
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
ABIR via MINDSET ADVOCACY, LLC
2026 · third_quarter · Q3
Reinsurance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
LONDON STOCK EXCHANGE GROUP PLC via MINDSET ADVOCACY, LLC
2026 · third_quarter · RR
Issues related to financial institution, investment, and securities regulation, digital assets and tokenization, AI, and markets legislation, regulation and legislation related to Banking issues, Bank Secrecy Act and Anti-Money Laundering.
Issues related to financial institution, investment, and securities regulation, digital assets and tokenization, AI, and markets legislation, regulation and legislation related to Banking issues, Bank Secrecy Act and Anti-Money Laundering.
INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Fiduciary rule and legislation, defined contribution retirement plans
Accredited investor legislation and regulations, Reg A+, Closed-End Funds, Federal securities registration
Issues related to housing legislation and institutional investment
WESTERN ALLIANCE BANK via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
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
WELLS FARGO & COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Issues related to banking and veteran affairs
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
TIAA via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
STANDARD CHARTERED BANK via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Digital assets legislation and banking issues
Digital assets legislation and banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
ROCKET LIMITED PARTNERSHIP via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
General Tax Reform; Issues related to implementation of OB3
Data privacy issues
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
RENAISSANCE RE NORTH AMERICA via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Climate & natural disaster policy; infrastructure package; pre-disaster mitigation; resiliency standards for military readiness
Risk mitigation, flood insurance reform, risk transfer
Filing targets: Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
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
REGIONS BANK via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General banking issues and general financial regulation issues; interchange
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PRUDENTIAL FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in asset management
Issues related to federal involvement in insurance regulation
SECURE 2.0 Implementation General retirement issues
PROTECTIVE LIFE CORPORATION via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
PWC US GROUP LLP via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues impacting the accounting and auditing profession; and independence of accounting standard setting
Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PONTERA, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General banking and securities issues that touch on Ponteras business
General retirement issues that touch on Ponteras business
General banking and securities issues that touch on Ponteras business
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
PAYPAL, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to customer agreements Issues related to digital assets Issues related to money transmission and money service businesses
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
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)
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General tax policy Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to AI and data privacy
HR 6324, the Retirement Simplification and Clarity Act, all provisions
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NATIONWIDE INSURANCE via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues relating to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MUTUAL OF OMAHA INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to implementation of reconciliation
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
MUNICIPAL SECURITIES RULEMAKING BOARD via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Educating members on tax treatment of municipal bonds
General financial services policy matters; policies impacting self-regulatory organizations; municipal securities market
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
METROPOLITAN LIFE INSURANCE COMPANY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to federal involvement in insurance regulation ACRE Act Legislation impacting investment in single family rental
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), 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
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)
KEYCORP via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General banking matters; legislative and regulatory matters impacting regional financial institutions; HR 5913 and S 2464.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
HSBC TECHNOLOGY & SERVICES (USA) INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Banking issues
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
FAIR ISAAC CORPORATION (DBA FICO) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Implementation of the "Economic Growth, Regulatory Relief and Consumer Protection Act." HUD and GSE credit scoring and reporting issues. Issues related to credit scoring
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
FEDERAL HOME LOAN BANK OF NEW YORK (FHLBNY) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
Housing, Liquidity, Tax Exempt Bonds
EQUITABLE via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
CORELOGIC DBA COTALITY via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Collateral evaluation and mortgage appraisal modernization; natural disaster risk
Climate change; pre-disaster mitigation and resiliency efforts
Collateral evaluation and mortgage appraisal modernization; natural disaster risk
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
COALITION FOR HOME EQUITY PARTNERSHIP (CHEP) via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues impacting shared home equity instruments
Issues impacting shared home equity instruments
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE
CLEANER ECONOMY COALITION, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to international competitiveness, technological innovation, and the environment
Issues related to international competitiveness, technological innovation, and the environment
Issues related to international competitiveness, technological innovation, and the environment
CHIME FINANCIAL, INC. via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to electronic payments and interchange policy Bank partnership policy
Financial technology issues and consumer credit issues; Earned Wage Access Consumer Protection Act
Filing targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
THE CAPITAL GROUP COMPANIES, INC. & ITS AFFILIATES via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Proxy Voting Education FSOC Proposed Analytic Framework and Interpretive Guidance Tax Education Cross-Trading of Fixed Income Funds Alternative Investments Education and Regulatory Filings ETF Share-class Education Issues related to savings vehicles for minors in H.R.1 Issues related to eligible investments in ERISA Public Country by Country Reporting (PCbCR) GROWTH Act Electronic Delivery Education Issues related to unclaimed property Issues related to the implementation of SECURE 2.0
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MELLON FINANCIAL SERVICES CORPORATION #1 via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
General banking and financial regulation
General banking and financial regulation
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
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)
AMERIPRISE FINANCIAL via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Ordinary treatment and other insurance related taxation
Banking issues affecting insurance savings and loan holding companies
Issues related to federal involvement in insurance regulation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE
AMAZON WEB SERVICES via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Issues related to appropriations
Issues related to SAMOSA Issues related to cloud services and cloud service providers Issues related to cybersecurity and artificial intelligence
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
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
ABIR via MINDSET ADVOCACY, LLC
2026 · second_quarter · Q2
Reinsurance
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
COALITION FOR HOME EQUITY PARTNERSHIP (CHEP) via MINDSET ADVOCACY, LLC
2026 · second_quarter · RR
Issues impacting shared home equity instruments
Issues impacting shared home equity instruments
WESTERN ALLIANCE BANK via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
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
WELLS FARGO & COMPANY via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
General banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to implementation of reconciliation
Issues related to federal involvement in insurance regulation
Issues related to banking and veteran affairs
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
TIAA via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
STANDARD CHARTERED BANK via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Digital assets legislation and banking issues
Digital assets legislation and banking issues
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
STATE FARM INSURANCE COMPANIES via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Issues related to federal involvement in insurance regulation
Issues related to implementation of reconciliation
Filing targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
ROCKET LIMITED PARTNERSHIP via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
General Tax Reform; Minimum Book Income Tax; Issues related to implementation of OB3
Regulations and legislation impacting Housing Finance Market, including FHFA Regulations, GSEs, FHA, CFPB Mortgage Regulations; HR 2808/S. 1467; S. 2651; HR 6644
Data privacy issues
Filing targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
RENAISSANCE RE NORTH AMERICA via MINDSET ADVOCACY, LLC
2026 · first_quarter · Q1
Climate & natural disaster policy; infrastructure package; pre-disaster mitigation; resiliency standards for military readiness
Risk mitigation, flood insurance reform, risk transfer
Filing targets: Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
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
Secure Family Futures Act General tax reform issues Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Sec. 1031, Sec. 199A, Opportunity Zones, issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Housing, Liquidity, Tax Exempt Bonds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to international competitiveness, technological innovation, and the environment
Filing targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
Sec. 1031, Sec. 199A, Opportunity Zones, issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Secure Family Futures Act General tax reform issues Issues related to implementation of reconciliation
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Housing, Liquidity, Tax Exempt Bonds
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues related to international competitiveness, technological innovation, and the environment
Filing targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)