{"count":17,"next":null,"previous":null,"results":[{"url":"https://lda.gov/api/v1/filings/61470d59-5e41-4a76-9495-581936fcba8e/","filing_uuid":"61470d59-5e41-4a76-9495-581936fcba8e","filing_type":"RR","filing_type_display":"Registration","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/61470d59-5e41-4a76-9495-581936fcba8e/print/","filing_document_content_type":"text/html","income":null,"expenses":null,"expenses_method":null,"expenses_method_display":null,"posted_by_name":"Timothy Hite","dt_posted":"2026-06-02T14:38:36-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1255 Union St. NE","registrant_address_2":"Fl. 7, Ste 9.","registrant_different_address":null,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20002","registrant":{"id":401110394,"url":"https://lda.gov/api/v1/registrants/401110394/","house_registrant_id":77450,"name":"POLICYPARTNER, LLC","description":null,"address_1":"14 Ridge Square NW","address_2":"Ste. 300","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20016","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"TIMOTHY HITE","contact_telephone":"+1 814-659-5813","dt_updated":"2026-08-31T08:30:41.136436-04:00"},"client":{"id":73372,"url":"https://lda.gov/api/v1/clients/73372/","client_id":73372,"name":"MYSTEN LABS, INC.","general_description":"Blockchain infrastructure company.","client_government_entity":null,"client_self_select":false,"state":"CA","state_display":"California","country":"US","country_display":"United States of America","ppb_state":"CA","ppb_state_display":"California","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2026-04-23"},"lobbying_activities":[{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"H.R. 3633, the CLARITY Act of 2025; P.L. 119-27, the GENIUS Act; H.R. 8899, the PARITY Act; General issues related to regulatory treatment of digital assets, stablecoins, and intermediaries.","foreign_entity_issues":null,"lobbyists":[{"lobbyist":{"id":153040,"prefix":null,"prefix_display":null,"first_name":"TIMOTHY","nickname":null,"middle_name":null,"last_name":"HITE","suffix":null,"suffix_display":null},"covered_position":"Senior counsel - Financial Services Committee; Financial Services Counsel - Rep. Warren Davidson","new":true}],"government_entities":[]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"H.R. 3633, the CLARITY Act of 2025; P.L. 119-27, the GENIUS Act; H.R. 8899, the PARITY Act; General issues related to regulatory treatment of digital assets, stablecoins, and intermediaries.","foreign_entity_issues":null,"lobbyists":[{"lobbyist":{"id":153040,"prefix":null,"prefix_display":null,"first_name":"TIMOTHY","nickname":null,"middle_name":null,"last_name":"HITE","suffix":null,"suffix_display":null},"covered_position":"Senior counsel - Financial Services Committee; Financial Services Counsel - Rep. Warren Davidson","new":true}],"government_entities":[]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/61470d59-5e41-4a76-9495-581936fcba8e/","filing_uuid":"61470d59-5e41-4a76-9495-581936fcba8e","filing_type":"RR","filing_type_display":"Registration","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/61470d59-5e41-4a76-9495-581936fcba8e/print/","filing_document_content_type":"text/html","income":null,"expenses":null,"expenses_method":null,"expenses_method_display":null,"posted_by_name":"Timothy Hite","dt_posted":"2026-06-02T14:38:36-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1255 Union St. NE","registrant_address_2":"Fl. 7, Ste 9.","registrant_different_address":null,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20002","registrant":{"id":401110394,"url":"https://lda.gov/api/v1/registrants/401110394/","house_registrant_id":77450,"name":"POLICYPARTNER, LLC","description":null,"address_1":"14 Ridge Square NW","address_2":"Ste. 300","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20016","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"TIMOTHY HITE","contact_telephone":"+1 814-659-5813","dt_updated":"2026-08-31T08:30:41.136436-04:00"},"client":{"id":73372,"url":"https://lda.gov/api/v1/clients/73372/","client_id":73372,"name":"MYSTEN LABS, INC.","general_description":"Blockchain infrastructure company.","client_government_entity":null,"client_self_select":false,"state":"CA","state_display":"California","country":"US","country_display":"United States of America","ppb_state":"CA","ppb_state_display":"California","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2026-04-23"},"lobbying_activities":[{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"H.R. 3633, the CLARITY Act of 2025; P.L. 119-27, the GENIUS Act; H.R. 8899, the PARITY Act; General issues related to regulatory treatment of digital assets, stablecoins, and intermediaries.","foreign_entity_issues":null,"lobbyists":[{"lobbyist":{"id":153040,"prefix":null,"prefix_display":null,"first_name":"TIMOTHY","nickname":null,"middle_name":null,"last_name":"HITE","suffix":null,"suffix_display":null},"covered_position":"Senior counsel - Financial Services Committee; Financial Services Counsel - Rep. Warren Davidson","new":true}],"government_entities":[]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"H.R. 3633, the CLARITY Act of 2025; P.L. 119-27, the GENIUS Act; H.R. 8899, the PARITY Act; General issues related to regulatory treatment of digital assets, stablecoins, and intermediaries.","foreign_entity_issues":null,"lobbyists":[{"lobbyist":{"id":153040,"prefix":null,"prefix_display":null,"first_name":"TIMOTHY","nickname":null,"middle_name":null,"last_name":"HITE","suffix":null,"suffix_display":null},"covered_position":"Senior counsel - Financial Services Committee; Financial Services Counsel - Rep. Warren Davidson","new":true}],"government_entities":[]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/be578b5a-7bfd-4392-b746-84c40490acdc/","filing_uuid":"be578b5a-7bfd-4392-b746-84c40490acdc","filing_type":"Q2","filing_type_display":"2nd Quarter - Report","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/be578b5a-7bfd-4392-b746-84c40490acdc/print/","filing_document_content_type":"text/html","income":null,"expenses":"1930000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Kenneth E. Bentsen, Jr.","dt_posted":"2026-07-10T10:15:20-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1099 New York Ave. NW","registrant_address_2":"6th Floor","registrant_different_address":true,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20001","registrant":{"id":317914,"url":"https://lda.gov/api/v1/registrants/317914/","house_registrant_id":39343,"name":"SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION","description":null,"address_1":"1099 New York Ave. NW","address_2":"6th Floor","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20001","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"KENNETH E. BENTSEN, JR.","contact_telephone":"+1 202-962-7300","dt_updated":"2026-07-28T11:41:14.608298-04:00"},"client":{"id":186169,"url":"https://lda.gov/api/v1/clients/186169/","client_id":12,"name":"SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-07-27"},"lobbying_activities":[{"general_issue_code":"BAN","general_issue_code_display":"Banking","description":"H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":52220,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":"E","last_name":"BENTSEN","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":145386,"prefix":"ms","prefix_display":"MS.","first_name":"BRADLEY","nickname":null,"middle_name":"GASKINS","last_name":"EDGELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139939,"prefix":"ms","prefix_display":"MS.","first_name":"LESLIE","nickname":null,"middle_name":"MARION","last_name":"NORWOOD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138149,"prefix":"mr","prefix_display":"MR.","first_name":"NICHOLAS","nickname":null,"middle_name":null,"last_name":"KEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143478,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WEST","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":145034,"prefix":null,"prefix_display":null,"first_name":"JOSEPH","nickname":null,"middle_name":null,"last_name":"CORCORAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":50452,"prefix":null,"prefix_display":null,"first_name":"CARTER","nickname":null,"middle_name":null,"last_name":"MCDOWELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146010,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"CARSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":53953,"prefix":null,"prefix_display":null,"first_name":"LISA","nickname":null,"middle_name":null,"last_name":"BLEIER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143477,"prefix":null,"prefix_display":null,"first_name":"COURTNEY","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":148279,"prefix":null,"prefix_display":null,"first_name":"PETER","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":56292,"prefix":null,"prefix_display":null,"first_name":"MELISSA","nickname":null,"middle_name":null,"last_name":"MACGREGOR","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153386,"prefix":null,"prefix_display":null,"first_name":"NICOLE","nickname":null,"middle_name":null,"last_name":"SWIFT","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149239,"prefix":null,"prefix_display":null,"first_name":"JESSICA","nickname":null,"middle_name":null,"last_name":"BARKER","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":57,"name":"Federal Housing Finance Agency (FHFA)"},{"id":62,"name":"Federal Reserve System"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":198,"name":"Natl Economic Council (NEC)"},{"id":183,"name":"Office of the Comptroller of the Currency (OCC)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"CDT","general_issue_code_display":"Commodities (big ticket)","description":"SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); Public Law 119-27, the GENIUS Act; H.R. 3633, Digital Assets Market Clarity Act; S. 3755, The Digital Commodity Intermediaries Act; Federal securities laws regarding automatic disqualifications, or collateral consequences following certain resolutions of enforcement actions.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":52220,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":"E","last_name":"BENTSEN","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":145386,"prefix":"ms","prefix_display":"MS.","first_name":"BRADLEY","nickname":null,"middle_name":"GASKINS","last_name":"EDGELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143478,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WEST","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143477,"prefix":null,"prefix_display":null,"first_name":"COURTNEY","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":145034,"prefix":null,"prefix_display":null,"first_name":"JOSEPH","nickname":null,"middle_name":null,"last_name":"CORCORAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146010,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"CARSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":148279,"prefix":null,"prefix_display":null,"first_name":"PETER","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":62,"name":"Federal Reserve System"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":183,"name":"Office of the Comptroller of the Currency (OCC)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":52220,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":"E","last_name":"BENTSEN","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":145386,"prefix":"ms","prefix_display":"MS.","first_name":"BRADLEY","nickname":null,"middle_name":"GASKINS","last_name":"EDGELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139939,"prefix":"ms","prefix_display":"MS.","first_name":"LESLIE","nickname":null,"middle_name":"MARION","last_name":"NORWOOD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138149,"prefix":"mr","prefix_display":"MR.","first_name":"NICHOLAS","nickname":null,"middle_name":null,"last_name":"KEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143478,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WEST","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":53953,"prefix":null,"prefix_display":null,"first_name":"LISA","nickname":null,"middle_name":null,"last_name":"BLEIER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146010,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"CARSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143477,"prefix":null,"prefix_display":null,"first_name":"COURTNEY","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":50452,"prefix":null,"prefix_display":null,"first_name":"CARTER","nickname":null,"middle_name":null,"last_name":"MCDOWELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153386,"prefix":null,"prefix_display":null,"first_name":"NICOLE","nickname":null,"middle_name":null,"last_name":"SWIFT","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55691,"prefix":"mr","prefix_display":"MR.","first_name":"CHRISTOPHER","nickname":null,"middle_name":"B","last_name":"KILLIAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151550,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"RUANE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149239,"prefix":null,"prefix_display":null,"first_name":"JESSICA","nickname":null,"middle_name":null,"last_name":"BARKER","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":54,"name":"Federal Deposit Insurance Corporation (FDIC)"},{"id":57,"name":"Federal Housing Finance Agency (FHFA)"},{"id":62,"name":"Federal Reserve System"},{"id":201,"name":"Homeland Security, Dept of (DHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":198,"name":"Natl Economic Council (NEC)"},{"id":16,"name":"Natl Security Council (NSC)"},{"id":183,"name":"Office of the Comptroller of the Currency (OCC)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"H.R. 684, Protecting American Savers and Retirees Act; H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":52220,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":"E","last_name":"BENTSEN","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":145386,"prefix":"ms","prefix_display":"MS.","first_name":"BRADLEY","nickname":null,"middle_name":"GASKINS","last_name":"EDGELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139939,"prefix":"ms","prefix_display":"MS.","first_name":"LESLIE","nickname":null,"middle_name":"MARION","last_name":"NORWOOD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":53953,"prefix":null,"prefix_display":null,"first_name":"LISA","nickname":null,"middle_name":null,"last_name":"BLEIER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143478,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WEST","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143477,"prefix":null,"prefix_display":null,"first_name":"COURTNEY","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146010,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"CARSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149239,"prefix":null,"prefix_display":null,"first_name":"JESSICA","nickname":null,"middle_name":null,"last_name":"BARKER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151550,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"RUANE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":148279,"prefix":null,"prefix_display":null,"first_name":"PETER","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138149,"prefix":"mr","prefix_display":"MR.","first_name":"NICHOLAS","nickname":null,"middle_name":null,"last_name":"KEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":50452,"prefix":null,"prefix_display":null,"first_name":"CARTER","nickname":null,"middle_name":null,"last_name":"MCDOWELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153386,"prefix":null,"prefix_display":null,"first_name":"NICOLE","nickname":null,"middle_name":null,"last_name":"SWIFT","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":145034,"prefix":null,"prefix_display":null,"first_name":"JOSEPH","nickname":null,"middle_name":null,"last_name":"CORCORAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":52220,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":"E","last_name":"BENTSEN","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":53953,"prefix":null,"prefix_display":null,"first_name":"LISA","nickname":null,"middle_name":null,"last_name":"BLEIER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":145386,"prefix":"ms","prefix_display":"MS.","first_name":"BRADLEY","nickname":null,"middle_name":"GASKINS","last_name":"EDGELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146010,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"CARSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143478,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WEST","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143477,"prefix":null,"prefix_display":null,"first_name":"COURTNEY","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149239,"prefix":null,"prefix_display":null,"first_name":"JESSICA","nickname":null,"middle_name":null,"last_name":"BARKER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151550,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"RUANE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":138149,"prefix":"mr","prefix_display":"MR.","first_name":"NICHOLAS","nickname":null,"middle_name":null,"last_name":"KEY","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153386,"prefix":null,"prefix_display":null,"first_name":"NICOLE","nickname":null,"middle_name":null,"last_name":"SWIFT","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":11,"name":"Executive Office of the President (EOP)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/c5be3b5f-3fb0-46fb-8ebf-9d4d9bba45f4/","filing_uuid":"c5be3b5f-3fb0-46fb-8ebf-9d4d9bba45f4","filing_type":"Q2","filing_type_display":"2nd Quarter - Report","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/c5be3b5f-3fb0-46fb-8ebf-9d4d9bba45f4/print/","filing_document_content_type":"text/html","income":null,"expenses":"1190000.00","expenses_method":"C","expenses_method_display":"C","posted_by_name":"Thomas Quaadman","dt_posted":"2026-07-20T09:39:50-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1401 H STREET, NW","registrant_address_2":"SUITE 1200","registrant_different_address":false,"registrant_city":"WASHINGTON","registrant_state":"DC","registrant_zip":"20005","registrant":{"id":20128,"url":"https://lda.gov/api/v1/registrants/20128/","house_registrant_id":31117,"name":"INVESTMENT COMPANY INSTITUTE","description":null,"address_1":"1401 H STREET, NW","address_2":"SUITE 1200","address_3":null,"address_4":null,"city":"WASHINGTON","state":"DC","state_display":"District of Columbia","zip":"20005","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"TOM QUAADMAN","contact_telephone":"+1 202-326-5800","dt_updated":"2026-07-29T11:59:27.058985-04:00"},"client":{"id":126471,"url":"https://lda.gov/api/v1/clients/126471/","client_id":12,"name":"INVESTMENT COMPANY INSTITUTE","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-08-09"},"lobbying_activities":[{"general_issue_code":"BUD","general_issue_code_display":"Budget/Appropriations","description":"Fiscal Year 2027 Financial Services and General Government Appropriations","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":150633,"prefix":null,"prefix_display":null,"first_name":"THOMAS","nickname":null,"middle_name":null,"last_name":"QUAADMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151660,"prefix":null,"prefix_display":null,"first_name":"EVAN","nickname":null,"middle_name":null,"last_name":"WILLIAMS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149458,"prefix":null,"prefix_display":null,"first_name":"CHRISTOPHER","nickname":null,"middle_name":null,"last_name":"HOPPER","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":153582,"prefix":null,"prefix_display":null,"first_name":"ELISHA","nickname":null,"middle_name":null,"last_name":"TUKU","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68716,"prefix":null,"prefix_display":null,"first_name":"CYNTHIA","nickname":null,"middle_name":null,"last_name":"PULLOM","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":14072,"prefix":null,"prefix_display":null,"first_name":"PETER","nickname":null,"middle_name":"J","last_name":"GUNAS","suffix":"iii","suffix_display":"III"},"covered_position":null,"new":false},{"lobbyist":{"id":145046,"prefix":null,"prefix_display":null,"first_name":"LORI","nickname":null,"middle_name":null,"last_name":"KEARNS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":60650,"prefix":null,"prefix_display":null,"first_name":"ELENA","nickname":null,"middle_name":null,"last_name":"CHISM","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150633,"prefix":null,"prefix_display":null,"first_name":"THOMAS","nickname":null,"middle_name":null,"last_name":"QUAADMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 H.R. 8398, GUARD Financial Data Act P.L. 119-27, GENIUS Act Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform Restricting institutional investors from buying single-family homes SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":68716,"prefix":null,"prefix_display":null,"first_name":"CYNTHIA","nickname":null,"middle_name":null,"last_name":"PULLOM","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":14072,"prefix":null,"prefix_display":null,"first_name":"PETER","nickname":null,"middle_name":"J","last_name":"GUNAS","suffix":"iii","suffix_display":"III"},"covered_position":null,"new":false},{"lobbyist":{"id":149458,"prefix":null,"prefix_display":null,"first_name":"CHRISTOPHER","nickname":null,"middle_name":null,"last_name":"HOPPER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150633,"prefix":null,"prefix_display":null,"first_name":"THOMAS","nickname":null,"middle_name":null,"last_name":"QUAADMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151660,"prefix":null,"prefix_display":null,"first_name":"EVAN","nickname":null,"middle_name":null,"last_name":"WILLIAMS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153582,"prefix":null,"prefix_display":null,"first_name":"ELISHA","nickname":null,"middle_name":null,"last_name":"TUKU","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154572,"prefix":"mr","prefix_display":"MR.","first_name":"MAXIMILIAN","nickname":null,"middle_name":null,"last_name":"VIRKUS","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":14072,"prefix":null,"prefix_display":null,"first_name":"PETER","nickname":null,"middle_name":"J","last_name":"GUNAS","suffix":"iii","suffix_display":"III"},"covered_position":null,"new":false},{"lobbyist":{"id":66355,"prefix":null,"prefix_display":null,"first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"GOLDENBAUM","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":145046,"prefix":null,"prefix_display":null,"first_name":"LORI","nickname":null,"middle_name":null,"last_name":"KEARNS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150633,"prefix":null,"prefix_display":null,"first_name":"THOMAS","nickname":null,"middle_name":null,"last_name":"QUAADMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149458,"prefix":null,"prefix_display":null,"first_name":"CHRISTOPHER","nickname":null,"middle_name":null,"last_name":"HOPPER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68716,"prefix":null,"prefix_display":null,"first_name":"CYNTHIA","nickname":null,"middle_name":null,"last_name":"PULLOM","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":60650,"prefix":null,"prefix_display":null,"first_name":"ELENA","nickname":null,"middle_name":null,"last_name":"CHISM","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151660,"prefix":null,"prefix_display":null,"first_name":"EVAN","nickname":null,"middle_name":null,"last_name":"WILLIAMS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154572,"prefix":"mr","prefix_display":"MR.","first_name":"MAXIMILIAN","nickname":null,"middle_name":null,"last_name":"VIRKUS","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"},{"id":12,"name":"White House Office"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/e8d1c96f-9c22-48e2-97de-15ee6a5eb201/","filing_uuid":"e8d1c96f-9c22-48e2-97de-15ee6a5eb201","filing_type":"Q2","filing_type_display":"2nd Quarter - Report","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/e8d1c96f-9c22-48e2-97de-15ee6a5eb201/print/","filing_document_content_type":"text/html","income":null,"expenses":"70000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Wayne S. Muldrow","dt_posted":"2026-07-20T13:02:13-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"50 South LaSalle Street","registrant_address_2":"M-9","registrant_different_address":false,"registrant_city":"Chicago","registrant_state":"IL","registrant_zip":"60603","registrant":{"id":400621887,"url":"https://lda.gov/api/v1/registrants/400621887/","house_registrant_id":null,"name":"NORTHERN TRUST CORPORATION","description":"Banking and Financial Services","address_1":"50 South LaSalle Street","address_2":"M-9","address_3":null,"address_4":null,"city":"Chicago","state":"IL","state_display":"Illinois","zip":"60603","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"WAYNE S. MULDROW","contact_telephone":"+1 312-444-3953","dt_updated":"2026-07-30T11:55:37.796266-04:00"},"client":{"id":193597,"url":"https://lda.gov/api/v1/clients/193597/","client_id":12,"name":"NORTHERN TRUST CORPORATION","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"IL","state_display":"Illinois","country":"US","country_display":"United States of America","ppb_state":"IL","ppb_state_display":"Illinois","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2010-04-01"},"lobbying_activities":[{"general_issue_code":"BAN","general_issue_code_display":"Banking","description":"Draft of Digital Assets Market Structure Act of 2025: issues related to Sec. 101. Custody of assets includes segregation of assets.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":52264,"prefix":"mrs","prefix_display":"MRS.","first_name":"KELLY KING","nickname":null,"middle_name":null,"last_name":"DIBBLE","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":1,"name":"SENATE"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"H.R. 2089 - Generating Retirement Ownership through Long-Term Holding: issues related to Sec. 2 Deferral of reinvested capital gain dividends of regulated investment companies. H.R. 8899 - Digital Asset PARITY Act: issues related to Sec. 5 Application of Wash Sales Rules to Digital Assets.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":52264,"prefix":"mrs","prefix_display":"MRS.","first_name":"KELLY KING","nickname":null,"middle_name":null,"last_name":"DIBBLE","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"29 CFR 2550; 91 FR 16088 - Fiduciary Duties in Selecting Designated Investment Alternatives: issues related to Sec. 4.5 providing a process-based safe harbor for 401(k) fiduciaries who prudently evaluate and select alternative assets.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":52264,"prefix":"mrs","prefix_display":"MRS.","first_name":"KELLY KING","nickname":null,"middle_name":null,"last_name":"DIBBLE","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":38,"name":"Labor, Dept of (DOL)"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/a1318689-3c99-4a85-b164-e8aa93dd1c95/","filing_uuid":"a1318689-3c99-4a85-b164-e8aa93dd1c95","filing_type":"Q2","filing_type_display":"2nd Quarter - Report","filing_year":2026,"filing_period":"second_quarter","filing_period_display":"2nd Quarter (Apr 1 - June 30)","filing_document_url":"https://lda.gov/filings/public/filing/a1318689-3c99-4a85-b164-e8aa93dd1c95/print/","filing_document_content_type":"text/html","income":null,"expenses":"1550000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Mark G Peterson","dt_posted":"2026-07-20T16:12:18-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1455 Pennsylvania Ave., NW","registrant_address_2":"10th floor","registrant_different_address":false,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"22406","registrant":{"id":401104268,"url":"https://lda.gov/api/v1/registrants/401104268/","house_registrant_id":null,"name":"AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS","description":"Member association representing the accounting profession","address_1":"1455 Pennsylvania Ave., NW","address_2":"10th floor","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"22406","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"MARK G PETERSON","contact_telephone":"+1 202-434-9206","dt_updated":"2026-07-21T09:59:17.733274-04:00"},"client":{"id":201112,"url":"https://lda.gov/api/v1/clients/201112/","client_id":12,"name":"AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2017-01-01"},"lobbying_activities":[{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"General issues related to multiple areas of the tax law and code including: Legislative proposals on tax simplification, tax reform, and technical tax changes; Implementation of the One Big Beautiful Bill Act, P.L. 119-21, including the provisions related to no tax on tips, no tax on overtime, Trump accounts, section 68 itemized deduction limitation, section 4960 related to the excise tax on excess tax-exempt organization executive compensation, inventory donations under section 170, and the paid family and medical leave tax credit; Individual, S corporation, partnership, trust and estate implementation and extension issues regarding the Tax Cuts and Jobs Act, P.L.115-97, including SALT cap passthrough entity-level taxes and specified service trades or businesses; The taxation of digital assets; digital assets reporting, including the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act, P.L. 119-27; Digital Asset Protection, Accountability, Regulation, Innovation, Taxation, and Yields (PARITY)Act (H.R. 8899); Disaster relief, including the Federal Disaster Tax Relief Act, the Tax Fairness for Disaster Victims Act (H.R. 3975), Filing Relief for Natural Disasters Act (H.R. 517 and S. 132), the Casualty Loss Deduction Restoration Act, the Federal Disaster Responsibility Act, and the Disaster Related Extension of Deadlines Act (H.R. 1491), the Tax Relief for Victims of Crimes, Scams, and Disasters Act (H.R. 346 and S.1773), and the Working Families Disaster Tax Relief Act (H.R. 6645 and S.3432); 529 plan expansion legislation, the Freedom to Invest in Tomorrows Workforce Act (H.R. 1151 and S. 756); IRS priority guidance plan; Tax administration issues, including IRS modernization, regulation of tax return preparers, Circular 230, credit and refund lookback period, mailbox rule for electronic submissions and payments, and the Electronic Filing and Payment Fairness Act (H.R. 1152), the Internal Revenue Service Math and Taxpayer Help Act (H.R. 998), the Taxpayer Assistance and Service (TAS) Act discussion draft, IRS strategic operating plan, contingency plan for possible government shutdown, tax administrative relief related to a government shutdown, extension simplification and the Simplify Automatic Filing Extensions (SAFE) Act (H.R. 990), filing flexibility, quarterly estimated payments, electronic payments and disbursements, CP53E notices, collection due process hearing period, and first time abatement relief; Trust and estate issues, including generation-skipping transfer taxes, basis reporting, section 68 itemized deduction limitation impact on estates and trusts, income tax returns for estates and trusts, estate tax returns, and gift tax returns; Mobile workforce and state income tax simplification issues, including the Mobile Workforce State Income Tax Simplification Tax Act (S. 1443); State remote sales tax issues; State income tax issues concerning P.L. 86-272, including the Interstate Commerce Simplification Act of 2025 (H.R. 427 and S. 3027); Methods and periods issues, including section 174 research and experimentation expensing, accounting method changes, and other expired and expiring provisions; Corporate taxation issues, including the corporate alternative minimum tax (CAMT); Corporation taxation issues related to section 355, nonrecognition of gain or loss in corporate separations, incorporations, and reorganizations; Partnership taxation issues, including basis-shifting transactions, the corporate alternative minimum tax (CAMT) application to partnerships and CAMT entity partners, partnership workload compression, and Form 1065 instructions; S Corporation issues, including private letter ruling user fees; Employee benefits tax issues, including implementation of SECURE 2.0, Federal income tax treatment of contributions and benefits, and paid benefits under state paid family and medical leave statute; section 162(m) related to limitations on executive compensation, section 274(o) related to meals provided for convenience of an employer, determination letter program, the Employee Plans Compliance Resolution System (EPCRS), the Voluntary Compliance Program (VCP), C-4 opinion letters, and the self-correction program. Exempt organization issues, including foreign related filings, processing of group rulings, Form 8050, and Donor Advised Funds; Guiding Principles of Good Tax Policy; International Code of Ethics for Professional Accountants (IESBA) rules on tax planning and related services; International tax issues, including transfer pricing, previously taxed earnings and profits, OECD Pillar One and Pillar Two issues, taxpayers abroad filing issues, dual consolidated loss rules, and other expired and expiring provisions; Individual tax issues, including the Facilitating Useful Loss Limitations to Help Our Unique Service Economy (FULL HOUSE Act) (S. 2230), the Fair Accounting for Income Realized from Betting Earnings Taxation Act (Fair Bet Act) (H.R. 4304), Winnings and Gains Expense Restoration (WAGER Act) (H.R. 4630), penalty relief for qualified farmers and fishermen impacted by changes to instructions for IRS Form 8995, and 2025 filing season issues; Accounting profession tax matters related to the 2025 budget reconciliation; Beneficial ownership information reporting issues.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":66024,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":"G","last_name":"PETERSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":65381,"prefix":null,"prefix_display":null,"first_name":"KATHRYN","nickname":null,"middle_name":null,"last_name":"KILEY","suffix":null,"suffix_display":null},"covered_position":"Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy","new":false},{"lobbyist":{"id":65383,"prefix":null,"prefix_display":null,"first_name":"RACHEL","nickname":null,"middle_name":null,"last_name":"DRESEN","suffix":null,"suffix_display":null},"covered_position":"Rep Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon","new":false},{"lobbyist":{"id":65384,"prefix":null,"prefix_display":null,"first_name":"EILEEN","nickname":null,"middle_name":null,"last_name":"SHERR","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":66210,"prefix":null,"prefix_display":null,"first_name":"MELANIE","nickname":null,"middle_name":null,"last_name":"LAURIDSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":66266,"prefix":null,"prefix_display":null,"first_name":"KRISTIN","nickname":null,"middle_name":"M","last_name":"ESPOSITO","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":141161,"prefix":null,"prefix_display":null,"first_name":"REEMA","nickname":null,"middle_name":null,"last_name":"PATEL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":145012,"prefix":null,"prefix_display":null,"first_name":"TODD","nickname":null,"middle_name":null,"last_name":"SLOVES","suffix":null,"suffix_display":null},"covered_position":"Rep. Anthony Weiner, Rep. Rosa DeLauro, Rep. Joseph Crowley, Rep. Adriano Espaillat, Rep. Donald Norcross","new":false},{"lobbyist":{"id":146747,"prefix":null,"prefix_display":null,"first_name":"NING","nickname":null,"middle_name":null,"last_name":"YIM","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147583,"prefix":null,"prefix_display":null,"first_name":"DANIEL","nickname":null,"middle_name":null,"last_name":"HAUFFE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150572,"prefix":null,"prefix_display":null,"first_name":"MICHEN","nickname":null,"middle_name":null,"last_name":"ZOU","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150573,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":null,"last_name":"KLEIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151769,"prefix":null,"prefix_display":null,"first_name":"ERNESTO","nickname":null,"middle_name":null,"last_name":"RODRIGUEZ","suffix":null,"suffix_display":null},"covered_position":"HHS(Chief of Staff,ASL); OPM(Sr Advisor,OD); Rep. Lucille Roybal-Allard; Rep. Nanette Barragan; Sen. Martin Heinrich; Rep. Al Green; Sen. Jeff Bingaman","new":false}],"government_entities":[{"id":235,"name":"Financial Crimes Enforcement Network (FinCEN)"},{"id":5,"name":"Government Accountability Office (GAO)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"EDU","general_issue_code_display":"Education","description":"Legislation adding accounting to STEM definition including the Accounting STEM Pursuit Act (H.R. 2911 and S. 3784); Implementation of Sec. 81001. establishment of loan limits for graduate and professional students and parent borrowers in the One Big Beautiful Bill Act, P.L. 119-21.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":66024,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":"G","last_name":"PETERSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":65381,"prefix":null,"prefix_display":null,"first_name":"KATHRYN","nickname":null,"middle_name":null,"last_name":"KILEY","suffix":null,"suffix_display":null},"covered_position":"Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy","new":false},{"lobbyist":{"id":65383,"prefix":null,"prefix_display":null,"first_name":"RACHEL","nickname":null,"middle_name":null,"last_name":"DRESEN","suffix":null,"suffix_display":null},"covered_position":"Rep Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon","new":false},{"lobbyist":{"id":145012,"prefix":null,"prefix_display":null,"first_name":"TODD","nickname":null,"middle_name":null,"last_name":"SLOVES","suffix":null,"suffix_display":null},"covered_position":"Rep. Anthony Weiner, Rep. Rosa DeLauro, Rep. Joseph Crowley, Rep. Adriano Espaillat, Rep. Donald Norcross","new":false},{"lobbyist":{"id":151769,"prefix":null,"prefix_display":null,"first_name":"ERNESTO","nickname":null,"middle_name":null,"last_name":"RODRIGUEZ","suffix":null,"suffix_display":null},"covered_position":"HHS(Chief of Staff,ASL); OPM(Sr Advisor,OD); Rep. Lucille Roybal-Allard; Rep. Nanette Barragan; Sen. Martin Heinrich; Rep. Al Green; Sen. Jeff Bingaman","new":false}],"government_entities":[{"id":32,"name":"Education, Dept of"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"ACC","general_issue_code_display":"Accounting","description":"Issues impacting the accounting and auditing profession; PCAOB matters, including disciplinary proceedings, legislation related to the Sarbanes Oxley Act and proposed amendments to Auditing Standards; Implementation of the Corporate Transparency Act; Digital assets attestation issues related to proof of reserves and stablecoins legislation; Issues related to Artificial Intelligence (AI) accountability and attest; Single audit of nonfederal entities federal award money; Independence of accounting standard setting.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":66024,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":"G","last_name":"PETERSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":65381,"prefix":null,"prefix_display":null,"first_name":"KATHRYN","nickname":null,"middle_name":null,"last_name":"KILEY","suffix":null,"suffix_display":null},"covered_position":"Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy","new":false},{"lobbyist":{"id":65383,"prefix":null,"prefix_display":null,"first_name":"RACHEL","nickname":null,"middle_name":null,"last_name":"DRESEN","suffix":null,"suffix_display":null},"covered_position":"Rep Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon","new":false},{"lobbyist":{"id":145012,"prefix":null,"prefix_display":null,"first_name":"TODD","nickname":null,"middle_name":null,"last_name":"SLOVES","suffix":null,"suffix_display":null},"covered_position":"Rep. Anthony Weiner, Rep. Rosa DeLauro, Rep. Joseph Crowley, Rep. Adriano Espaillat, Rep. Donald Norcross","new":false},{"lobbyist":{"id":151769,"prefix":null,"prefix_display":null,"first_name":"ERNESTO","nickname":null,"middle_name":null,"last_name":"RODRIGUEZ","suffix":null,"suffix_display":null},"covered_position":"HHS(Chief of Staff,ASL); OPM(Sr Advisor,OD); Rep. Lucille Roybal-Allard; Rep. Nanette Barragan; Sen. Martin Heinrich; Rep. Al Green; Sen. Jeff Bingaman","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":112,"name":"Natl Telecommunications & Information Administration (NTIA)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"GOV","general_issue_code_display":"Government Issues","description":"Federal government financial statements and the Fiscal State of the Nation (H.R. 7026); An original bill to authorize appropriations for fiscal year 2027 for military activities of the Department of Defense, for military construction, and for defense activities of the Department of Energy, to prescribe military personnel strengths for such fiscal year, and for other purposes (S. 4784).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":66024,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":"G","last_name":"PETERSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":65383,"prefix":null,"prefix_display":null,"first_name":"RACHEL","nickname":null,"middle_name":null,"last_name":"DRESEN","suffix":null,"suffix_display":null},"covered_position":"Rep. Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon","new":false},{"lobbyist":{"id":65381,"prefix":null,"prefix_display":null,"first_name":"KATHRYN","nickname":null,"middle_name":null,"last_name":"KILEY","suffix":null,"suffix_display":null},"covered_position":"Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy","new":false},{"lobbyist":{"id":145012,"prefix":null,"prefix_display":null,"first_name":"TODD","nickname":null,"middle_name":null,"last_name":"SLOVES","suffix":null,"suffix_display":null},"covered_position":"Rep. Anthony Weiner, Rep. Rosa DeLauro, Rep. Joseph Crowley, Rep. Adriano Espaillat, Rep. Donald Norcross","new":false},{"lobbyist":{"id":151769,"prefix":null,"prefix_display":null,"first_name":"ERNESTO","nickname":null,"middle_name":null,"last_name":"RODRIGUEZ","suffix":null,"suffix_display":null},"covered_position":"HHS(Chief of Staff,ASL); OPM(Sr Advisor,OD); Rep. Lucille Roybal-Allard; Rep. Nanette Barragan; Sen. Martin Heinrich; Rep. Al Green; Sen. Jeff Bingaman","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"LBR","general_issue_code_display":"Labor Issues/Antitrust/Workplace","description":"Antitrust liability issues and occupational licensing reform.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":66024,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":"G","last_name":"PETERSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":65381,"prefix":null,"prefix_display":null,"first_name":"KATHRYN","nickname":null,"middle_name":null,"last_name":"KILEY","suffix":null,"suffix_display":null},"covered_position":"Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy","new":false},{"lobbyist":{"id":65383,"prefix":null,"prefix_display":null,"first_name":"RACHEL","nickname":null,"middle_name":null,"last_name":"DRESEN","suffix":null,"suffix_display":null},"covered_position":"Rep Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon","new":false},{"lobbyist":{"id":145012,"prefix":null,"prefix_display":null,"first_name":"TODD","nickname":null,"middle_name":null,"last_name":"SLOVES","suffix":null,"suffix_display":null},"covered_position":"Rep. Anthony Weiner, Rep. Rosa DeLauro, Rep. Joseph Crowley, Rep. Adriano Espaillat, Rep. Donald Norcross","new":false},{"lobbyist":{"id":151769,"prefix":null,"prefix_display":null,"first_name":"ERNESTO","nickname":null,"middle_name":null,"last_name":"RODRIGUEZ","suffix":null,"suffix_display":null},"covered_position":"HHS(Chief of Staff,ASL); OPM(Sr Advisor,OD); Rep. Lucille Roybal-Allard; Rep. Nanette Barragan; Sen. Martin Heinrich; Rep. Al Green; Sen. Jeff Bingaman","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/00e58446-14c9-45d8-b2ac-2d67372de126/","filing_uuid":"00e58446-14c9-45d8-b2ac-2d67372de126","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/00e58446-14c9-45d8-b2ac-2d67372de126/print/","filing_document_content_type":"text/html","income":null,"expenses":"1810000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Kenneth E. Bentsen, Jr.","dt_posted":"2026-10-14T11:03:55-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1099 New York Ave. NW","registrant_address_2":"6th Floor","registrant_different_address":true,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20001","registrant":{"id":317914,"url":"https://lda.gov/api/v1/registrants/317914/","house_registrant_id":39343,"name":"SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION","description":null,"address_1":"1099 New York Ave. NW","address_2":"6th Floor","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20001","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"KENNETH E. BENTSEN, JR.","contact_telephone":"+1 202-962-7300","dt_updated":"2026-07-28T11:41:14.608298-04:00"},"client":{"id":186169,"url":"https://lda.gov/api/v1/clients/186169/","client_id":12,"name":"SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-07-27"},"lobbying_activities":[{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues related to energy credits under the Inflation Reduction Act; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Regulations related to Section 987; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program; H.R. 10357, the Digital Asset Tax Certainty Act; S. 5616, the Aligning Digital Assets with Principles of Taxation (ADAPT) Act; S. 5204/H.R. 10039, SMART Savings Act of 2026.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":52220,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":"E","last_name":"BENTSEN","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":145386,"prefix":"ms","prefix_display":"MS.","first_name":"BRADLEY","nickname":null,"middle_name":"GASKINS","last_name":"EDGELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139939,"prefix":"ms","prefix_display":"MS.","first_name":"LESLIE","nickname":null,"middle_name":"MARION","last_name":"NORWOOD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":53953,"prefix":null,"prefix_display":null,"first_name":"LISA","nickname":null,"middle_name":null,"last_name":"BLEIER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143478,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WEST","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143477,"prefix":null,"prefix_display":null,"first_name":"COURTNEY","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146010,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"CARSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149239,"prefix":null,"prefix_display":null,"first_name":"JESSICA","nickname":null,"middle_name":null,"last_name":"BARKER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151550,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"RUANE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":148279,"prefix":null,"prefix_display":null,"first_name":"PETER","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":50452,"prefix":null,"prefix_display":null,"first_name":"CARTER","nickname":null,"middle_name":null,"last_name":"MCDOWELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153386,"prefix":null,"prefix_display":null,"first_name":"NICOLE","nickname":null,"middle_name":null,"last_name":"SWIFT","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":145034,"prefix":null,"prefix_display":null,"first_name":"JOSEPH","nickname":null,"middle_name":null,"last_name":"CORCORAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"BAN","general_issue_code_display":"Banking","description":"H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); SEC No-Action Relief for SEC Rule 15c2-11; SEC exemptive relief surrounding Digital Assets; Federal Reserve Proposal to revise its stress testing process; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Public Law 119-27, the GENIUS Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":52220,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":"E","last_name":"BENTSEN","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":145386,"prefix":"ms","prefix_display":"MS.","first_name":"BRADLEY","nickname":null,"middle_name":"GASKINS","last_name":"EDGELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139939,"prefix":"ms","prefix_display":"MS.","first_name":"LESLIE","nickname":null,"middle_name":"MARION","last_name":"NORWOOD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143478,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WEST","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":145034,"prefix":null,"prefix_display":null,"first_name":"JOSEPH","nickname":null,"middle_name":null,"last_name":"CORCORAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":50452,"prefix":null,"prefix_display":null,"first_name":"CARTER","nickname":null,"middle_name":null,"last_name":"MCDOWELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146010,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"CARSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":53953,"prefix":null,"prefix_display":null,"first_name":"LISA","nickname":null,"middle_name":null,"last_name":"BLEIER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143477,"prefix":null,"prefix_display":null,"first_name":"COURTNEY","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":148279,"prefix":null,"prefix_display":null,"first_name":"PETER","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153386,"prefix":null,"prefix_display":null,"first_name":"NICOLE","nickname":null,"middle_name":null,"last_name":"SWIFT","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55691,"prefix":"mr","prefix_display":"MR.","first_name":"CHRISTOPHER","nickname":null,"middle_name":"B","last_name":"KILLIAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":57,"name":"Federal Housing Finance Agency (FHFA)"},{"id":62,"name":"Federal Reserve System"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":198,"name":"Natl Economic Council (NEC)"},{"id":183,"name":"Office of the Comptroller of the Currency (OCC)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"CDT","general_issue_code_display":"Commodities (big ticket)","description":"Public Law 119-27, the GENIUS Act; H.R. 3633, Digital Assets Market Clarity Act; S. 3755, The Digital Commodity Intermediaries Act; Federal securities laws regarding automatic disqualifications, or collateral consequences following certain resolutions of enforcement actions; HR 3633 Digital Asset Clarity Act, and related Senate amendments to HR 3633.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":52220,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":"E","last_name":"BENTSEN","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":143478,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WEST","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143477,"prefix":null,"prefix_display":null,"first_name":"COURTNEY","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":145034,"prefix":null,"prefix_display":null,"first_name":"JOSEPH","nickname":null,"middle_name":null,"last_name":"CORCORAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146010,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"CARSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":148279,"prefix":null,"prefix_display":null,"first_name":"PETER","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":62,"name":"Federal Reserve System"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":183,"name":"Office of the Comptroller of the Currency (OCC)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB); SEC Innovation Exemption for the use of certain distributed ledger trading venues for tokenized NMS Stocks; SEC Regulation E-Delivery.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":52220,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":"E","last_name":"BENTSEN","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":145386,"prefix":"ms","prefix_display":"MS.","first_name":"BRADLEY","nickname":null,"middle_name":"GASKINS","last_name":"EDGELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":139939,"prefix":"ms","prefix_display":"MS.","first_name":"LESLIE","nickname":null,"middle_name":"MARION","last_name":"NORWOOD","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143478,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WEST","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":53953,"prefix":null,"prefix_display":null,"first_name":"LISA","nickname":null,"middle_name":null,"last_name":"BLEIER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146010,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"CARSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143477,"prefix":null,"prefix_display":null,"first_name":"COURTNEY","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":50452,"prefix":null,"prefix_display":null,"first_name":"CARTER","nickname":null,"middle_name":null,"last_name":"MCDOWELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153386,"prefix":null,"prefix_display":null,"first_name":"NICOLE","nickname":null,"middle_name":null,"last_name":"SWIFT","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":55691,"prefix":"mr","prefix_display":"MR.","first_name":"CHRISTOPHER","nickname":null,"middle_name":"B","last_name":"KILLIAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149239,"prefix":null,"prefix_display":null,"first_name":"JESSICA","nickname":null,"middle_name":null,"last_name":"BARKER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":56292,"prefix":null,"prefix_display":null,"first_name":"MELISSA","nickname":null,"middle_name":null,"last_name":"MACGREGOR","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":54,"name":"Federal Deposit Insurance Corporation (FDIC)"},{"id":57,"name":"Federal Housing Finance Agency (FHFA)"},{"id":62,"name":"Federal Reserve System"},{"id":201,"name":"Homeland Security, Dept of (DHS)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":198,"name":"Natl Economic Council (NEC)"},{"id":16,"name":"Natl Security Council (NSC)"},{"id":183,"name":"Office of the Comptroller of the Currency (OCC)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":52220,"prefix":"mr","prefix_display":"MR.","first_name":"KENNETH","nickname":null,"middle_name":"E","last_name":"BENTSEN","suffix":"jr","suffix_display":"JR"},"covered_position":null,"new":false},{"lobbyist":{"id":53953,"prefix":null,"prefix_display":null,"first_name":"LISA","nickname":null,"middle_name":null,"last_name":"BLEIER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":145386,"prefix":"ms","prefix_display":"MS.","first_name":"BRADLEY","nickname":null,"middle_name":"GASKINS","last_name":"EDGELL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":146010,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"CARSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143478,"prefix":null,"prefix_display":null,"first_name":"LUCAS","nickname":null,"middle_name":null,"last_name":"WEST","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":143477,"prefix":null,"prefix_display":null,"first_name":"COURTNEY","nickname":null,"middle_name":null,"last_name":"RYAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149239,"prefix":null,"prefix_display":null,"first_name":"JESSICA","nickname":null,"middle_name":null,"last_name":"BARKER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151550,"prefix":null,"prefix_display":null,"first_name":"KEVIN","nickname":null,"middle_name":null,"last_name":"RUANE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153386,"prefix":null,"prefix_display":null,"first_name":"NICOLE","nickname":null,"middle_name":null,"last_name":"SWIFT","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":11,"name":"Executive Office of the President (EOP)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/1d2b40d5-5fa6-4098-8fd9-32d08aa3df0a/","filing_uuid":"1d2b40d5-5fa6-4098-8fd9-32d08aa3df0a","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/1d2b40d5-5fa6-4098-8fd9-32d08aa3df0a/print/","filing_document_content_type":"text/html","income":null,"expenses":"1600000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Mark G Peterson","dt_posted":"2026-10-19T10:26:04-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1455 Pennsylvania Ave., NW","registrant_address_2":"10th floor","registrant_different_address":false,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"22406","registrant":{"id":401104268,"url":"https://lda.gov/api/v1/registrants/401104268/","house_registrant_id":null,"name":"AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS","description":"Member association representing the accounting profession","address_1":"1455 Pennsylvania Ave., NW","address_2":"10th floor","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"22406","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"MARK G PETERSON","contact_telephone":"+1 202-434-9206","dt_updated":"2026-07-21T09:59:17.733274-04:00"},"client":{"id":201112,"url":"https://lda.gov/api/v1/clients/201112/","client_id":12,"name":"AICPA ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2017-01-01"},"lobbying_activities":[{"general_issue_code":"ACC","general_issue_code_display":"Accounting","description":"Issues impacting the accounting and auditing profession; PCAOB matters, including disciplinary proceedings, legislation related to the Sarbanes Oxley Act and proposed amendments to Auditing Standards; Implementation of the Corporate Transparency Act; Digital assets attestation issues related to proof of reserves and stablecoins legislation; Issues related to Artificial Intelligence (AI) accountability and attest; Single audit of nonfederal entities federal award money; Independence of accounting standard setting.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":66024,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":"G","last_name":"PETERSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":65381,"prefix":null,"prefix_display":null,"first_name":"KATHRYN","nickname":null,"middle_name":null,"last_name":"KILEY","suffix":null,"suffix_display":null},"covered_position":"Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy","new":false},{"lobbyist":{"id":65383,"prefix":null,"prefix_display":null,"first_name":"RACHEL","nickname":null,"middle_name":null,"last_name":"DRESEN","suffix":null,"suffix_display":null},"covered_position":"Rep Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon","new":false},{"lobbyist":{"id":145012,"prefix":null,"prefix_display":null,"first_name":"TODD","nickname":null,"middle_name":null,"last_name":"SLOVES","suffix":null,"suffix_display":null},"covered_position":"Rep. Anthony Weiner, Rep. Rosa DeLauro, Rep. Joseph Crowley, Rep. Adriano Espaillat, Rep. Donald Norcross","new":false},{"lobbyist":{"id":151769,"prefix":null,"prefix_display":null,"first_name":"ERNESTO","nickname":null,"middle_name":null,"last_name":"RODRIGUEZ","suffix":null,"suffix_display":null},"covered_position":"HHS(Chief of Staff,ASL); OPM(Sr Advisor,OD); Rep. Lucille Roybal-Allard; Rep. Nanette Barragan; Sen. Martin Heinrich; Rep. Al Green; Sen. Jeff Bingaman","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":112,"name":"Natl Telecommunications & Information Administration (NTIA)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"General issues related to multiple areas of the tax law and code including: Legislative proposals on tax simplification, tax reform, and technical tax changes; Implementation of the One Big Beautiful Bill Act, P.L. 119-21, including the provisions related to no tax on tips, no tax on overtime, Trump accounts, section 68 itemized deduction limitation, section 4960 related to the excise tax on excess tax-exempt organization executive compensation, inventory donations under section 170, and the paid family and medical leave tax credit; Individual, S corporation, partnership, trust and estate implementation and extension issues regarding the Tax Cuts and Jobs Act, P.L.115-97, including SALT cap passthrough entity-level taxes and specified service trades or businesses; The taxation of digital assets; digital assets reporting, including the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act, P.L. 119-27; Digital Asset Protection, Accountability, Regulation, Innovation, Taxation, and Yields (PARITY)Act (H.R. 8899); Disaster relief, including the Federal Disaster Tax Relief Act, the Tax Fairness for Disaster Victims Act (H.R. 3975), Filing Relief for Natural Disasters Act (H.R. 517 and S. 132), the Casualty Loss Deduction Restoration Act, the Federal Disaster Responsibility Act, and the Disaster Related Extension of Deadlines Act (H.R. 1491), the Tax Relief for Victims of Crimes, Scams, and Disasters Act (H.R. 346 and S.1773), and the Working Families Disaster Tax Relief Act (H.R. 6645 and S.3432); 529 plan expansion legislation, the Freedom to Invest in Tomorrows Workforce Act (H.R. 1151 and S. 756); IRS priority guidance plan; Tax administration issues, including IRS modernization, regulation of tax return preparers, Circular 230, credit and refund lookback period, mailbox rule for electronic submissions and payments, and the Electronic Filing and Payment Fairness Act (H.R. 1152), the Internal Revenue Service Math and Taxpayer Help Act (H.R. 998), the Taxpayer Assistance and Service (TAS) Act discussion draft, IRS strategic operating plan, contingency plan for possible government shutdown, tax administrative relief related to a government shutdown, extension simplification and the Simplify Automatic Filing Extensions (SAFE) Act (H.R. 990), filing flexibility, quarterly estimated payments, electronic payments and disbursements, CP53E notices, collection due process hearing period, and first time abatement relief; Trust and estate issues, including generation-skipping transfer taxes, basis reporting, section 68 itemized deduction limitation impact on estates and trusts, income tax returns for estates and trusts, estate tax returns, and gift tax returns; Mobile workforce and state income tax simplification issues, including the Mobile Workforce State Income Tax Simplification Tax Act (S. 1443); State remote sales tax issues; State income tax issues concerning P.L. 86-272, including the Interstate Commerce Simplification Act of 2025 (H.R. 427 and S. 3027); Methods and periods issues, including section 174 research and experimentation expensing, accounting method changes, corporate alternative minimum tax (CAMT), and other expired and expiring provisions; Corporations and Shareholders, corporate alternative minimum tax (CAMT) for financially troubled companies; Corporation taxation issues related to section 355, nonrecognition of gain or loss in corporate separations, incorporations, and reorganizations; Partnership taxation issues, including basis-shifting transactions, the corporate alternative minimum tax (CAMT) application to partnerships and CAMT entity partners, partnership workload compression, and Form 1065 instructions; S Corporation issues, including private letter ruling user fees; Employee benefits tax issues, including implementation of SECURE 2.0, Federal income tax treatment of contributions and benefits, and paid benefits under state paid family and medical leave statute; section 162(m) related to limitations on executive compensation, section 274(o) related to meals provided for convenience of an employer, determination letter program, the Employee Plans Compliance Resolution System (EPCRS), the Voluntary Compliance Program (VCP), C-4 opinion letters, and the self-correction program; Exempt organization issues, including foreign related filings, processing of group rulings, Form 8050, and Donor Advised Funds; Guiding Principles of Good Tax Policy; International Code of Ethics for Professional Accountants (IESBA) rules on tax planning and related services; International tax issues, including transfer pricing, previously taxed earnings and profits, OECD Pillar One and Pillar Two issues, taxpayers abroad filing issues, dual consolidated loss rules, and other expired and expiring provisions; Individual tax issues, including the Facilitating Useful Loss Limitations to Help Our Unique Service Economy (FULL HOUSE Act) (S. 2230), the Fair Accounting for Income Realized from Betting Earnings Taxation Act (Fair Bet Act) (H.R. 4304), Winnings and Gains Expense Restoration (WAGER Act) (H.R. 4630), penalty relief for qualified farmers and fishermen impacted by changes to instructions for IRS Form 8995, and 2025 filing season issues; Accounting profession tax matters related to the 2025 budget reconciliation; Beneficial ownership information reporting issues.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":145012,"prefix":null,"prefix_display":null,"first_name":"TODD","nickname":null,"middle_name":null,"last_name":"SLOVES","suffix":null,"suffix_display":null},"covered_position":"Rep. Anthony Weiner, Rep. Rosa DeLauro, Rep. Joseph Crowley, Rep. Adriano Espaillat, Rep. Donald Norcross","new":false},{"lobbyist":{"id":146747,"prefix":null,"prefix_display":null,"first_name":"NING","nickname":null,"middle_name":null,"last_name":"YIM","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":147583,"prefix":null,"prefix_display":null,"first_name":"DANIEL","nickname":null,"middle_name":null,"last_name":"HAUFFE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150572,"prefix":null,"prefix_display":null,"first_name":"MICHEN","nickname":null,"middle_name":null,"last_name":"ZOU","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150573,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":null,"last_name":"KLEIN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":66024,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":"G","last_name":"PETERSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":65381,"prefix":null,"prefix_display":null,"first_name":"KATHRYN","nickname":null,"middle_name":null,"last_name":"KILEY","suffix":null,"suffix_display":null},"covered_position":"Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy","new":false},{"lobbyist":{"id":65383,"prefix":null,"prefix_display":null,"first_name":"RACHEL","nickname":null,"middle_name":null,"last_name":"DRESEN","suffix":null,"suffix_display":null},"covered_position":"Rep Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon","new":false},{"lobbyist":{"id":66210,"prefix":null,"prefix_display":null,"first_name":"MELANIE","nickname":null,"middle_name":null,"last_name":"LAURIDSEN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":66266,"prefix":null,"prefix_display":null,"first_name":"KRISTIN","nickname":null,"middle_name":"M","last_name":"ESPOSITO","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":141161,"prefix":null,"prefix_display":null,"first_name":"REEMA","nickname":null,"middle_name":null,"last_name":"PATEL","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151769,"prefix":null,"prefix_display":null,"first_name":"ERNESTO","nickname":null,"middle_name":null,"last_name":"RODRIGUEZ","suffix":null,"suffix_display":null},"covered_position":"HHS(Chief of Staff,ASL); OPM(Sr Advisor,OD); Rep. Lucille Roybal-Allard; Rep. Nanette Barragan; Sen. Martin Heinrich; Rep. Al Green; Sen. Jeff Bingaman","new":false}],"government_entities":[{"id":235,"name":"Financial Crimes Enforcement Network (FinCEN)"},{"id":5,"name":"Government Accountability Office (GAO)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"EDU","general_issue_code_display":"Education","description":"Legislation adding accounting to STEM definition including the Accounting STEM Pursuit Act (H.R. 2911 and S. 3784); Implementation of Sec. 81001. establishment of loan limits for graduate and professional students and parent borrowers in the One Big Beautiful Bill Act, P.L. 119-21 and the Professional Student Degree Act (H.R. 6718).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":66024,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":"G","last_name":"PETERSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":65381,"prefix":null,"prefix_display":null,"first_name":"KATHRYN","nickname":null,"middle_name":null,"last_name":"KILEY","suffix":null,"suffix_display":null},"covered_position":"Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy","new":false},{"lobbyist":{"id":65383,"prefix":null,"prefix_display":null,"first_name":"RACHEL","nickname":null,"middle_name":null,"last_name":"DRESEN","suffix":null,"suffix_display":null},"covered_position":"Rep Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon","new":false},{"lobbyist":{"id":145012,"prefix":null,"prefix_display":null,"first_name":"TODD","nickname":null,"middle_name":null,"last_name":"SLOVES","suffix":null,"suffix_display":null},"covered_position":"Rep. Anthony Weiner, Rep. Rosa DeLauro, Rep. Joseph Crowley, Rep. Adriano Espaillat, Rep. Donald Norcross","new":false},{"lobbyist":{"id":151769,"prefix":null,"prefix_display":null,"first_name":"ERNESTO","nickname":null,"middle_name":null,"last_name":"RODRIGUEZ","suffix":null,"suffix_display":null},"covered_position":"HHS(Chief of Staff,ASL); OPM(Sr Advisor,OD); Rep. Lucille Roybal-Allard; Rep. Nanette Barragan; Sen. Martin Heinrich; Rep. Al Green; Sen. Jeff Bingaman","new":false}],"government_entities":[{"id":32,"name":"Education, Dept of"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"GOV","general_issue_code_display":"Government Issues","description":"Federal government financial statements and the Fiscal State of the Nation (H.R. 7026); An original bill to authorize appropriations for fiscal year 2027 for military activities of the Department of Defense, for military construction, and for defense activities of the Department of Energy, to prescribe military personnel strengths for such fiscal year, and for other purposes (S. 4784).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":66024,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":"G","last_name":"PETERSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":65383,"prefix":null,"prefix_display":null,"first_name":"RACHEL","nickname":null,"middle_name":null,"last_name":"DRESEN","suffix":null,"suffix_display":null},"covered_position":"Rep. Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon","new":false},{"lobbyist":{"id":65381,"prefix":null,"prefix_display":null,"first_name":"KATHRYN","nickname":null,"middle_name":null,"last_name":"KILEY","suffix":null,"suffix_display":null},"covered_position":"Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy","new":false},{"lobbyist":{"id":145012,"prefix":null,"prefix_display":null,"first_name":"TODD","nickname":null,"middle_name":null,"last_name":"SLOVES","suffix":null,"suffix_display":null},"covered_position":"Rep. Anthony Weiner, Rep. Rosa DeLauro, Rep. Joseph Crowley, Rep. Adriano Espaillat, Rep. Donald Norcross","new":false},{"lobbyist":{"id":151769,"prefix":null,"prefix_display":null,"first_name":"ERNESTO","nickname":null,"middle_name":null,"last_name":"RODRIGUEZ","suffix":null,"suffix_display":null},"covered_position":"HHS(Chief of Staff,ASL); OPM(Sr Advisor,OD); Rep. Lucille Roybal-Allard; Rep. Nanette Barragan; Sen. Martin Heinrich; Rep. Al Green; Sen. Jeff Bingaman","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"LBR","general_issue_code_display":"Labor Issues/Antitrust/Workplace","description":"Antitrust liability issues and occupational licensing reform.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":66024,"prefix":null,"prefix_display":null,"first_name":"MARK","nickname":null,"middle_name":"G","last_name":"PETERSON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":65381,"prefix":null,"prefix_display":null,"first_name":"KATHRYN","nickname":null,"middle_name":null,"last_name":"KILEY","suffix":null,"suffix_display":null},"covered_position":"Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy","new":false},{"lobbyist":{"id":65383,"prefix":null,"prefix_display":null,"first_name":"RACHEL","nickname":null,"middle_name":null,"last_name":"DRESEN","suffix":null,"suffix_display":null},"covered_position":"Rep Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon","new":false},{"lobbyist":{"id":145012,"prefix":null,"prefix_display":null,"first_name":"TODD","nickname":null,"middle_name":null,"last_name":"SLOVES","suffix":null,"suffix_display":null},"covered_position":"Rep. Anthony Weiner, Rep. Rosa DeLauro, Rep. Joseph Crowley, Rep. Adriano Espaillat, Rep. Donald Norcross","new":false},{"lobbyist":{"id":151769,"prefix":null,"prefix_display":null,"first_name":"ERNESTO","nickname":null,"middle_name":null,"last_name":"RODRIGUEZ","suffix":null,"suffix_display":null},"covered_position":"HHS(Chief of Staff,ASL); OPM(Sr Advisor,OD); Rep. Lucille Roybal-Allard; Rep. Nanette Barragan; Sen. Martin Heinrich; Rep. Al Green; Sen. Jeff Bingaman","new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/93415b41-16f8-48f9-862d-78e71c228031/","filing_uuid":"93415b41-16f8-48f9-862d-78e71c228031","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/93415b41-16f8-48f9-862d-78e71c228031/print/","filing_document_content_type":"text/html","income":"110000.00","expenses":null,"expenses_method":null,"expenses_method_display":null,"posted_by_name":"Laura Joshua","dt_posted":"2026-10-19T12:18:43-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"740 15th St NW","registrant_address_2":"Floor 5","registrant_different_address":false,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20005","registrant":{"id":314237,"url":"https://lda.gov/api/v1/registrants/314237/","house_registrant_id":39145,"name":"INVARIANT LLC","description":"Government relations firm","address_1":"740 15th ST NW","address_2":"5th Floor","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20005","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"LAURA JOSHUA","contact_telephone":"+1 202-628-8952","dt_updated":"2026-08-28T11:00:14.324018-04:00"},"client":{"id":212787,"url":"https://lda.gov/api/v1/clients/212787/","client_id":1007173,"name":"CIRCLE","general_description":"Cryptocurrency and financial services company","client_government_entity":false,"client_self_select":null,"state":"MA","state_display":"Massachusetts","country":"US","country_display":"United States of America","ppb_state":"MA","ppb_state_display":"Massachusetts","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2021-10-04"},"lobbying_activities":[{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"Educate policymakers on Circle's business model. Educate Members of Congress on stablecoin and cryptocurrency issues and legislation, including P.L. 119-27, the GENIUS Act; H.R. 2392, the STABLE Act of 2025; and H.R. 3633, the CLARITY Act of 2025. Monitor cryptocurrency proposals.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":70096,"prefix":null,"prefix_display":null,"first_name":"CAROLYN","nickname":null,"middle_name":"G","last_name":"CODA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":114912,"prefix":null,"prefix_display":null,"first_name":"NOAH","nickname":null,"middle_name":null,"last_name":"MARINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149543,"prefix":null,"prefix_display":null,"first_name":"ALEJANDRO","nickname":null,"middle_name":null,"last_name":"CISNEROS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151469,"prefix":null,"prefix_display":null,"first_name":"ALDEN","nickname":null,"middle_name":null,"last_name":"KNOWLTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Educate policymakers on tax proposals impacting the treatment of digital assets, including the Digital Asset PARITY Act (H.R. 8899) and the Digital Asset Tax Certainty Act (H.R. 10357).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":70096,"prefix":null,"prefix_display":null,"first_name":"CAROLYN","nickname":null,"middle_name":"G","last_name":"CODA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":114912,"prefix":null,"prefix_display":null,"first_name":"NOAH","nickname":null,"middle_name":null,"last_name":"MARINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149543,"prefix":null,"prefix_display":null,"first_name":"ALEJANDRO","nickname":null,"middle_name":null,"last_name":"CISNEROS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151469,"prefix":null,"prefix_display":null,"first_name":"ALDEN","nickname":null,"middle_name":null,"last_name":"KNOWLTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/aeefa539-adaf-4b74-ac53-277d43b1b023/","filing_uuid":"aeefa539-adaf-4b74-ac53-277d43b1b023","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/aeefa539-adaf-4b74-ac53-277d43b1b023/print/","filing_document_content_type":"text/html","income":"80000.00","expenses":null,"expenses_method":null,"expenses_method_display":null,"posted_by_name":"Laura Joshua","dt_posted":"2026-10-19T12:23:22-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"740 15th St NW","registrant_address_2":"Floor 5","registrant_different_address":false,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20005","registrant":{"id":314237,"url":"https://lda.gov/api/v1/registrants/314237/","house_registrant_id":39145,"name":"INVARIANT LLC","description":"Government relations firm","address_1":"740 15th ST NW","address_2":"5th Floor","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20005","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"LAURA JOSHUA","contact_telephone":"+1 202-628-8952","dt_updated":"2026-08-28T11:00:14.324018-04:00"},"client":{"id":67096,"url":"https://lda.gov/api/v1/clients/67096/","client_id":67096,"name":"MYSTEN LABS, INC.","general_description":"Web3 infrastructure company.","client_government_entity":null,"client_self_select":false,"state":"CA","state_display":"California","country":"US","country_display":"United States of America","ppb_state":"CA","ppb_state_display":"California","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2025-05-01"},"lobbying_activities":[{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"Educate policymakers on Mysten's business model. Educate Members of Congress on stablecoin and cryptocurrency issues and legislation, including H.R. 3633, the CLARITY Act of 2025; H.R. 2392, the STABLE Act of 2025; and P.L. 119-27, the GENIUS Act. Monitor cryptocurrency proposals.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":149543,"prefix":null,"prefix_display":null,"first_name":"ALEJANDRO","nickname":null,"middle_name":null,"last_name":"CISNEROS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151469,"prefix":null,"prefix_display":null,"first_name":"ALDEN","nickname":null,"middle_name":null,"last_name":"KNOWLTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Educate policymakers on digital assets tax issues, monitor S. 2207, a bill to amend the Internal Revenue Code of 1986 to reform the treatment of digital assets, the Digital Asset PARITY Act (H.R. 8899) and the Digital Asset Tax Certainty Act (H.R. 10357).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":151469,"prefix":null,"prefix_display":null,"first_name":"ALDEN","nickname":null,"middle_name":null,"last_name":"KNOWLTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/fab95768-923b-40af-806f-863299f6a4c7/","filing_uuid":"fab95768-923b-40af-806f-863299f6a4c7","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/fab95768-923b-40af-806f-863299f6a4c7/print/","filing_document_content_type":"text/html","income":"80000.00","expenses":null,"expenses_method":null,"expenses_method_display":null,"posted_by_name":"Laura Joshua","dt_posted":"2026-10-19T21:23:42-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"740 15th St NW","registrant_address_2":"Floor 5","registrant_different_address":false,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20005","registrant":{"id":314237,"url":"https://lda.gov/api/v1/registrants/314237/","house_registrant_id":39145,"name":"INVARIANT LLC","description":"Government relations firm","address_1":"740 15th ST NW","address_2":"5th Floor","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20005","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"LAURA JOSHUA","contact_telephone":"+1 202-628-8952","dt_updated":"2026-08-28T11:00:14.324018-04:00"},"client":{"id":45920,"url":"https://lda.gov/api/v1/clients/45920/","client_id":45920,"name":"PAYWARD INC D/B/A KRAKEN","general_description":"Cryptocurrency exchange and bank","client_government_entity":null,"client_self_select":false,"state":"CA","state_display":"California","country":"US","country_display":"United States of America","ppb_state":"CA","ppb_state_display":"California","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2022-02-16"},"lobbying_activities":[{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"Educate policymakers on Kraken's business model, cryptocurrency issues, crypto legislation, and digital asset market structure proposals, including H.R. 3633, the CLARITY Act of 2025. Monitor other draft legislation related to centralized exchange funds and market structure affecting the treatment of digital assets.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":70096,"prefix":null,"prefix_display":null,"first_name":"CAROLYN","nickname":null,"middle_name":"G","last_name":"CODA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":114912,"prefix":null,"prefix_display":null,"first_name":"NOAH","nickname":null,"middle_name":null,"last_name":"MARINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151469,"prefix":null,"prefix_display":null,"first_name":"ALDEN","nickname":null,"middle_name":null,"last_name":"KNOWLTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Monitor de minimis reporting provisions in P.L. 119-21, the One Big Beautiful Bill Act. Monitor draft digital asset tax legislation and proposed regulations, including S.2207, a bill to amend the Internal Revenue Code of 1986 to reform the treatment of digital assets, the Digital Asset PARITY Act (H.R. 8899) and the Digital Asset Tax Certainty Act (H.R. 10357).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":114912,"prefix":null,"prefix_display":null,"first_name":"NOAH","nickname":null,"middle_name":null,"last_name":"MARINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151469,"prefix":null,"prefix_display":null,"first_name":"ALDEN","nickname":null,"middle_name":null,"last_name":"KNOWLTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70096,"prefix":null,"prefix_display":null,"first_name":"CAROLYN","nickname":null,"middle_name":"G","last_name":"CODA","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/85434ad5-2fde-43aa-a1c4-8a3d26b5791b/","filing_uuid":"85434ad5-2fde-43aa-a1c4-8a3d26b5791b","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/85434ad5-2fde-43aa-a1c4-8a3d26b5791b/print/","filing_document_content_type":"text/html","income":null,"expenses":"600000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"James F. Febeo, Jr.","dt_posted":"2026-10-20T07:53:36-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"245 Summer Street","registrant_address_2":"V9B","registrant_different_address":false,"registrant_city":"BOSTON","registrant_state":"MA","registrant_zip":"02210","registrant":{"id":48816,"url":"https://lda.gov/api/v1/registrants/48816/","house_registrant_id":34526,"name":"FMR LLC","description":null,"address_1":"245 Summer Street","address_2":"V9B","address_3":null,"address_4":null,"city":"BOSTON","state":"MA","state_display":"Massachusetts","zip":"02210","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"JAMES FEBEO, JR.","contact_telephone":"+1 617-563-6140","dt_updated":"2026-07-29T12:10:27.032612-04:00"},"client":{"id":155622,"url":"https://lda.gov/api/v1/clients/155622/","client_id":12,"name":"FMR LLC","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"MA","state_display":"Massachusetts","country":"US","country_display":"United States of America","ppb_state":"MA","ppb_state_display":"Massachusetts","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-08-10"},"lobbying_activities":[{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"E-delivery; digital assets, including the relevant provisions of H.R. 3633, the Digital Asset Market Clarity Act; escheatment, including the relevant provisions of H.R. 8338, the Safeguarding Americans' Fairly Earned Retirement Act of 2026 or the SAFER Act of 2026; asset management regulation.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":7261,"prefix":null,"prefix_display":null,"first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"VERMILYE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":66333,"prefix":null,"prefix_display":null,"first_name":"ALICE","nickname":null,"middle_name":null,"last_name":"JOE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71661,"prefix":null,"prefix_display":null,"first_name":"KRISTY","nickname":null,"middle_name":null,"last_name":"CROUSHORE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68769,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"GOGGINS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"Retirement savings enhancements; retirement policy; TrumpIRA.gov; Trump Accounts (530A); e-delivery.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":7261,"prefix":null,"prefix_display":null,"first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"VERMILYE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":66333,"prefix":null,"prefix_display":null,"first_name":"ALICE","nickname":null,"middle_name":null,"last_name":"JOE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71661,"prefix":null,"prefix_display":null,"first_name":"KRISTY","nickname":null,"middle_name":null,"last_name":"CROUSHORE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68769,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"GOGGINS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Digital asset taxation, including the relevant provisions of H.R. 8899, the Digital Asset PARITY Act; H.R. 10357, the Digital Asset Tax Certainty Act, H.R. 9172, the Applying Existing Tax Anti-Abuse Rules to Digital Assets Act, H.R. 9173, the Charitable Deductions for Digital Asset Donations Act, H.R. 9174, the Digital Assets Voluntary Disclosure Program Act, H.R. 9175, the Tax Clarity for Mining and Staking Act, H.R. 9178, the Less Tax Paperwork for Digital Asset Owners Act, and S. 5616, the Aligning Digital Assets with Principles of Taxation Act or the ADAPT Act; tax treatment of financial products, including the relevant provisions of H.R. 2089, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":7261,"prefix":null,"prefix_display":null,"first_name":"ANDREW","nickname":null,"middle_name":null,"last_name":"VERMILYE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":66333,"prefix":null,"prefix_display":null,"first_name":"ALICE","nickname":null,"middle_name":null,"last_name":"JOE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":71661,"prefix":null,"prefix_display":null,"first_name":"KRISTY","nickname":null,"middle_name":null,"last_name":"CROUSHORE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68769,"prefix":null,"prefix_display":null,"first_name":"JASON","nickname":null,"middle_name":null,"last_name":"GOGGINS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/c91e777e-a3fb-45cf-ad5e-999333cc4c72/","filing_uuid":"c91e777e-a3fb-45cf-ad5e-999333cc4c72","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/c91e777e-a3fb-45cf-ad5e-999333cc4c72/print/","filing_document_content_type":"text/html","income":null,"expenses":"410000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Scott McLucas, Managing Director, Federal Government Affairs","dt_posted":"2026-10-20T10:52:55-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1801 K St. NW Suite 12000","registrant_address_2":null,"registrant_different_address":false,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20006","registrant":{"id":21893,"url":"https://lda.gov/api/v1/registrants/21893/","house_registrant_id":32073,"name":"KPMG LLP","description":"Accounting, advisory and tax firm","address_1":"1801 K St. NW Suite 12000","address_2":null,"address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20006","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"SCOTT MCLUCAS","contact_telephone":"+1 202-320-4583","dt_updated":"2026-07-23T12:01:46.351379-04:00"},"client":{"id":128763,"url":"https://lda.gov/api/v1/clients/128763/","client_id":48,"name":"KPMG LLP","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-08-14"},"lobbying_activities":[{"general_issue_code":"ACC","general_issue_code_display":"Accounting","description":"Issues impacting the accounting and auditing profession; PCAOB matters, including disciplinary proceedings, legislation related to the Sarbanes Oxley Act and proposed amendments to Auditing Standards; Implementation of the Corporate Transparency Act; Digital assets attestation issues related to proof of reserves and stablecoins legislation; Issues related to Artificial Intelligence (AI) accountability and attest; Single audit of nonfederal entities federal award money; Independence of accounting standard setting.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":5110,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":null,"last_name":"MCLUCAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":21361,"prefix":null,"prefix_display":null,"first_name":"PRIYA","nickname":null,"middle_name":null,"last_name":"DAYANANDA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70264,"prefix":null,"prefix_display":null,"first_name":"ADAM","nickname":null,"middle_name":null,"last_name":"WOLF","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153523,"prefix":null,"prefix_display":null,"first_name":"HAROLD","nickname":null,"middle_name":null,"last_name":"KIM","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":112,"name":"Natl Telecommunications & Information Administration (NTIA)"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"General issues related to multiple areas of the tax law and code including: Legislative proposals on tax simplification, tax reform, and technical tax changes; Implementation of the One Big Beautiful Bill Act, P.L. 119-21, including the provisions related to no tax on tips, no tax on overtime, Trump accounts, section 68 itemized deduction limitation, section 4960 related to the excise tax on excess tax-exempt organization executive compensation, inventory donations under section 170, and the paid family and medical leave tax credit; Individual, S corporation, partnership, trust and estate implementation and extension issues regarding the Tax Cuts and Jobs Act, P.L.115-97, including SALT cap passthrough entity-level taxes and specified service trades or businesses; The taxation of digital assets; digital assets reporting, including the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act, P.L. 119-27; Digital Asset Protection, Accountability, Regulation, Innovation, Taxation, and Yields (PARITY)Act (H.R. 8899); Disaster relief, including the Federal Disaster Tax Relief Act, the Tax Fairness for Disaster Victims Act (H.R. 3975), Filing Relief for Natural Disasters Act (H.R. 517 and S. 132), the Casualty Loss Deduction Restoration Act, the Federal Disaster Responsibility Act, and the Disaster Related Extension of Deadlines Act (H.R. 1491), the Tax Relief for Victims of Crimes, Scams, and Disasters Act (H.R. 346 and S.1773), and the Working Families Disaster Tax Relief Act (H.R. 6645 and S.3432); 529 plan expansion legislation, the Freedom to Invest in Tomorrows Workforce Act (H.R. 1151 and S. 756); IRS priority guidance plan; Tax administration issues, including IRS modernization, regulation of tax return preparers, Circular 230, credit and refund lookback period, mailbox rule for electronic submissions and payments, and the Electronic Filing and Payment Fairness Act (H.R. 1152), the Internal Revenue Service Math and Taxpayer Help Act (H.R. 998), the Taxpayer Assistance and Service (TAS) Act discussion draft, IRS strategic operating plan, contingency plan for possible government shutdown, tax administrative relief related to a government shutdown, extension simplification and the Simplify Automatic Filing Extensions (SAFE) Act (H.R. 990), filing flexibility, quarterly estimated payments, electronic payments and disbursements, CP53E notices, collection due process hearing period, and first time abatement relief; Trust and estate issues, including generation-skipping transfer taxes, basis reporting, section 68 itemized deduction limitation impact on estates and trusts, income tax returns for estates and trusts, estate tax returns, and gift tax returns; Mobile workforce and state income tax simplification issues, including the Mobile Workforce State Income Tax Simplification Tax Act (S. 1443); State remote sales tax issues; State income tax issues concerning P.L. 86-272, including the Interstate Commerce Simplification Act of 2025 (H.R. 427 and S. 3027); Methods and periods issues, including section 174 research and experimentation expensing, accounting method changes, corporate alternative minimum tax (CAMT), and other expired and expiring provisions; Corporations and Shareholders, corporate alternative minimum tax (CAMT) for financially troubled companies; Corporation taxation issues related to section 355, nonrecognition of gain or loss in corporate separations, incorporations, and reorganizations; Partnership taxation issues, including basis-shifting transactions, the corporate alternative minimum tax (CAMT) application to partnerships and CAMT entity partners, partnership workload compression, and Form 1065 instructions; S Corporation issues, including private letter ruling user fees; Employee benefits tax issues, including implementation of SECURE 2.0, Federal income tax treatment of contributions and benefits, and paid benefits under state paid family and medical leave statute; section 162(m) related to limitations on executive compensation, section 274(o) related to meals provided for convenience of an employer, determination letter program, the Employee Plans Compliance Resolution System (EPCRS), the Voluntary Compliance Program (VCP), C-4 opinion letters, and the self-correction program; Exempt organization issues, including foreign related filings, processing of group rulings, Form 8050, and Donor Advised Funds; Guiding Principles of Good Tax Policy; International Code of Ethics for Professional Accountants (IESBA) rules on tax planning and related services; International tax issues, including transfer pricing, previously taxed earnings and profits, OECD Pillar One and Pillar Two issues, taxpayers abroad filing issues, dual consolidated loss rules, and other expired and expiring provisions; Individual tax issues, including the Facilitating Useful Loss Limitations to Help Our Unique Service Economy (FULL HOUSE Act) (S. 2230), the Fair Accounting for Income Realized from Betting Earnings Taxation Act (Fair Bet Act) (H.R. 4304), Winnings and Gains Expense Restoration (WAGER Act) (H.R. 4630), penalty relief for qualified farmers and fishermen impacted by changes to instructions for IRS Form 8995, and 2025 filing season issues; Accounting profession tax matters related to the 2025 budget reconciliation; Beneficial ownership information reporting issues.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":5110,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":null,"last_name":"MCLUCAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":21361,"prefix":null,"prefix_display":null,"first_name":"PRIYA","nickname":null,"middle_name":null,"last_name":"DAYANANDA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70264,"prefix":null,"prefix_display":null,"first_name":"ADAM","nickname":null,"middle_name":null,"last_name":"WOLF","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153523,"prefix":null,"prefix_display":null,"first_name":"HAROLD","nickname":null,"middle_name":null,"last_name":"KIM","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":235,"name":"Financial Crimes Enforcement Network (FinCEN)"},{"id":5,"name":"Government Accountability Office (GAO)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":188,"name":"Internal Revenue Service (IRS)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"EDU","general_issue_code_display":"Education","description":"Legislation adding accounting to STEM definition including the Accounting STEM Pursuit Act (H.R. 2911 and S. 3784); Implementation of Sec. 81001. establishment of loan limits for graduate and professional students and parent borrowers in the One Big Beautiful Bill Act, P.L. 119-21 and the Professional Student Degree Act (H.R. 6718).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":5110,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":null,"last_name":"MCLUCAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":21361,"prefix":null,"prefix_display":null,"first_name":"PRIYA","nickname":null,"middle_name":null,"last_name":"DAYANANDA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70264,"prefix":null,"prefix_display":null,"first_name":"ADAM","nickname":null,"middle_name":null,"last_name":"WOLF","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153523,"prefix":null,"prefix_display":null,"first_name":"HAROLD","nickname":null,"middle_name":null,"last_name":"KIM","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":32,"name":"Education, Dept of"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"GOV","general_issue_code_display":"Government Issues","description":"Federal government financial statements and the Fiscal State of the Nation (H.R. 7026); An original bill to authorize appropriations for fiscal year 2027 for military activities of the Department of Defense, for military construction, and for defense activities of the Department of Energy, to prescribe military personnel strengths for such fiscal year, and for other purposes (S. 4784).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":5110,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":null,"last_name":"MCLUCAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":21361,"prefix":null,"prefix_display":null,"first_name":"PRIYA","nickname":null,"middle_name":null,"last_name":"DAYANANDA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70264,"prefix":null,"prefix_display":null,"first_name":"ADAM","nickname":null,"middle_name":null,"last_name":"WOLF","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153523,"prefix":null,"prefix_display":null,"first_name":"HAROLD","nickname":null,"middle_name":null,"last_name":"KIM","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"LBR","general_issue_code_display":"Labor Issues/Antitrust/Workplace","description":"Antitrust liability issues and occupational licensing reform.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":5110,"prefix":null,"prefix_display":null,"first_name":"SCOTT","nickname":null,"middle_name":null,"last_name":"MCLUCAS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":21361,"prefix":null,"prefix_display":null,"first_name":"PRIYA","nickname":null,"middle_name":null,"last_name":"DAYANANDA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":70264,"prefix":null,"prefix_display":null,"first_name":"ADAM","nickname":null,"middle_name":null,"last_name":"WOLF","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153523,"prefix":null,"prefix_display":null,"first_name":"HAROLD","nickname":null,"middle_name":null,"last_name":"KIM","suffix":null,"suffix_display":null},"covered_position":null,"new":true}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/01dfa865-0be5-4031-8346-9570d11231f1/","filing_uuid":"01dfa865-0be5-4031-8346-9570d11231f1","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/01dfa865-0be5-4031-8346-9570d11231f1/print/","filing_document_content_type":"text/html","income":null,"expenses":"1511303.00","expenses_method":"C","expenses_method_display":"C","posted_by_name":"Thomas Quaadman","dt_posted":"2026-10-20T10:57:43-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1401 H STREET, NW","registrant_address_2":"SUITE 1200","registrant_different_address":false,"registrant_city":"WASHINGTON","registrant_state":"DC","registrant_zip":"20005","registrant":{"id":20128,"url":"https://lda.gov/api/v1/registrants/20128/","house_registrant_id":31117,"name":"INVESTMENT COMPANY INSTITUTE","description":null,"address_1":"1401 H STREET, NW","address_2":"SUITE 1200","address_3":null,"address_4":null,"city":"WASHINGTON","state":"DC","state_display":"District of Columbia","zip":"20005","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"TOM QUAADMAN","contact_telephone":"+1 202-326-5800","dt_updated":"2026-07-29T11:59:27.058985-04:00"},"client":{"id":126471,"url":"https://lda.gov/api/v1/clients/126471/","client_id":12,"name":"INVESTMENT COMPANY INSTITUTE","general_description":null,"client_government_entity":false,"client_self_select":true,"state":"DC","state_display":"District of Columbia","country":"US","country_display":"United States of America","ppb_state":"DC","ppb_state_display":"District of Columbia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2007-08-09"},"lobbying_activities":[{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improvement Act of 2025 S. 3671, Increasing Investor Opportunities Act H.R. 2478, Financial Exploitation Prevention Act of 2025 H.R. 3383, INVEST Act (Sections 202, 205, 206, 302) H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025 H.R. 8338, SAFER Act of 2026 Artificial Intelligence Data Privacy Escheatment of securities / Third-party Auditors Investment Company Act of 1940 modernization Proxy process reform SEC and CFTC Statutory Disqualifications SEC Political Contributions Rule Tokenization","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":68716,"prefix":null,"prefix_display":null,"first_name":"CYNTHIA","nickname":null,"middle_name":null,"last_name":"PULLOM","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":14072,"prefix":null,"prefix_display":null,"first_name":"PETER","nickname":null,"middle_name":"J","last_name":"GUNAS","suffix":"iii","suffix_display":"III"},"covered_position":null,"new":false},{"lobbyist":{"id":149458,"prefix":null,"prefix_display":null,"first_name":"CHRISTOPHER","nickname":null,"middle_name":null,"last_name":"HOPPER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150633,"prefix":null,"prefix_display":null,"first_name":"THOMAS","nickname":null,"middle_name":null,"last_name":"QUAADMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151660,"prefix":null,"prefix_display":null,"first_name":"EVAN","nickname":null,"middle_name":null,"last_name":"WILLIAMS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153582,"prefix":null,"prefix_display":null,"first_name":"ELISHA","nickname":null,"middle_name":null,"last_name":"TUKU","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154572,"prefix":"mr","prefix_display":"MR.","first_name":"MAXIMILIAN","nickname":null,"middle_name":null,"last_name":"VIRKUS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":60650,"prefix":null,"prefix_display":null,"first_name":"ELENA","nickname":null,"middle_name":null,"last_name":"CHISM","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"RET","general_issue_code_display":"Retirement","description":"S. 4360, INSIGHT Act H.R. 2869, EBSA Investigations Transparency Act H.R. 2958, Balance the Scales Act H.R. 6084, ERISA Litigation Reform Act DOL proposed rule on Fiduciary Duties in Selecting Designated Investment Alternatives DOL QPAM Exemption E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":60650,"prefix":null,"prefix_display":null,"first_name":"ELENA","nickname":null,"middle_name":null,"last_name":"CHISM","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":14072,"prefix":null,"prefix_display":null,"first_name":"PETER","nickname":null,"middle_name":"J","last_name":"GUNAS","suffix":"iii","suffix_display":"III"},"covered_position":null,"new":false},{"lobbyist":{"id":150633,"prefix":null,"prefix_display":null,"first_name":"THOMAS","nickname":null,"middle_name":null,"last_name":"QUAADMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":153582,"prefix":null,"prefix_display":null,"first_name":"ELISHA","nickname":null,"middle_name":null,"last_name":"TUKU","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68716,"prefix":null,"prefix_display":null,"first_name":"CYNTHIA","nickname":null,"middle_name":null,"last_name":"PULLOM","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151660,"prefix":null,"prefix_display":null,"first_name":"EVAN","nickname":null,"middle_name":null,"last_name":"WILLIAMS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":38,"name":"Labor, Dept of (DOL)"},{"id":1,"name":"SENATE"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":14072,"prefix":null,"prefix_display":null,"first_name":"PETER","nickname":null,"middle_name":"J","last_name":"GUNAS","suffix":"iii","suffix_display":"III"},"covered_position":null,"new":false},{"lobbyist":{"id":145046,"prefix":null,"prefix_display":null,"first_name":"LORI","nickname":null,"middle_name":null,"last_name":"KEARNS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150633,"prefix":null,"prefix_display":null,"first_name":"THOMAS","nickname":null,"middle_name":null,"last_name":"QUAADMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149458,"prefix":null,"prefix_display":null,"first_name":"CHRISTOPHER","nickname":null,"middle_name":null,"last_name":"HOPPER","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":68716,"prefix":null,"prefix_display":null,"first_name":"CYNTHIA","nickname":null,"middle_name":null,"last_name":"PULLOM","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":60650,"prefix":null,"prefix_display":null,"first_name":"ELENA","nickname":null,"middle_name":null,"last_name":"CHISM","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151660,"prefix":null,"prefix_display":null,"first_name":"EVAN","nickname":null,"middle_name":null,"last_name":"WILLIAMS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":154572,"prefix":"mr","prefix_display":"MR.","first_name":"MAXIMILIAN","nickname":null,"middle_name":null,"last_name":"VIRKUS","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"BUD","general_issue_code_display":"Budget/Appropriations","description":"Fiscal Year 2027 Financial Services and General Government Appropriations","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":150633,"prefix":null,"prefix_display":null,"first_name":"THOMAS","nickname":null,"middle_name":null,"last_name":"QUAADMAN","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151660,"prefix":null,"prefix_display":null,"first_name":"EVAN","nickname":null,"middle_name":null,"last_name":"WILLIAMS","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":149458,"prefix":null,"prefix_display":null,"first_name":"CHRISTOPHER","nickname":null,"middle_name":null,"last_name":"HOPPER","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/3faef896-eeac-4db9-baf6-bab27bab075b/","filing_uuid":"3faef896-eeac-4db9-baf6-bab27bab075b","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/3faef896-eeac-4db9-baf6-bab27bab075b/print/","filing_document_content_type":"text/html","income":"80000.00","expenses":null,"expenses_method":null,"expenses_method_display":null,"posted_by_name":"Laura Joshua","dt_posted":"2026-10-20T18:16:45-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"740 15th St NW","registrant_address_2":"Floor 5","registrant_different_address":false,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20005","registrant":{"id":314237,"url":"https://lda.gov/api/v1/registrants/314237/","house_registrant_id":39145,"name":"INVARIANT LLC","description":"Government relations firm","address_1":"740 15th ST NW","address_2":"5th Floor","address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20005","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"LAURA JOSHUA","contact_telephone":"+1 202-628-8952","dt_updated":"2026-08-28T11:00:14.324018-04:00"},"client":{"id":68967,"url":"https://lda.gov/api/v1/clients/68967/","client_id":68967,"name":"XAPO BANK LIMITED","general_description":"Private digital bank.","client_government_entity":null,"client_self_select":false,"state":null,"state_display":null,"country":"GB","country_display":"United Kingdom","ppb_state":null,"ppb_state_display":null,"ppb_country":"GB","ppb_country_display":"United Kingdom","effective_date":"2025-08-18"},"lobbying_activities":[{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Educate policymakers on digital assets tax issues, monitor S. 2207, a bill to amend the Internal Revenue Code of 1986 to reform the treatment of digital assets and the Digital Asset PARITY Act (H.R. 8899) and the Digital Asset Tax Certainty Act (H.R. 10357).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":70096,"prefix":null,"prefix_display":null,"first_name":"CAROLYN","nickname":null,"middle_name":"G","last_name":"CODA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151469,"prefix":null,"prefix_display":null,"first_name":"ALDEN","nickname":null,"middle_name":null,"last_name":"KNOWLTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]},{"general_issue_code":"BAN","general_issue_code_display":"Banking","description":"Educate policymakers on Xapo's business model. Educate Members of Congress on stablecoin and cryptocurrency issues and legislation, including H.R. 3633, the CLARITY Act of 2025; H.R. 2392, the STABLE Act of 2025; S.954, the BITCOIN Act; and P.L. 119-27, the GENIUS Act of 2025. Monitor cryptocurrency proposals.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":70096,"prefix":null,"prefix_display":null,"first_name":"CAROLYN","nickname":null,"middle_name":"G","last_name":"CODA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151469,"prefix":null,"prefix_display":null,"first_name":"ALDEN","nickname":null,"middle_name":null,"last_name":"KNOWLTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"},{"id":12,"name":"White House Office"}]},{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"Educate Members of Congress on stablecoin and cryptocurrency issues and legislation, including P.L. 119-27, the GENIUS Act; H.R. 2392, the STABLE Act of 2025; and H.R. 3633, the CLARITY Act of 2025. Monitor cryptocurrency proposals.","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":70096,"prefix":null,"prefix_display":null,"first_name":"CAROLYN","nickname":null,"middle_name":"G","last_name":"CODA","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151469,"prefix":null,"prefix_display":null,"first_name":"ALDEN","nickname":null,"middle_name":null,"last_name":"KNOWLTON","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"},{"id":41,"name":"Treasury, Dept of"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/a1bc571c-3a3c-42ac-a7dd-92e8a4440f3b/","filing_uuid":"a1bc571c-3a3c-42ac-a7dd-92e8a4440f3b","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/a1bc571c-3a3c-42ac-a7dd-92e8a4440f3b/print/","filing_document_content_type":"text/html","income":null,"expenses":"580000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Stephen P. Roberts, Attorney & Agent for Filer","dt_posted":"2026-10-20T19:29:51-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1155 F St NW","registrant_address_2":null,"registrant_different_address":false,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20004","registrant":{"id":401109518,"url":"https://lda.gov/api/v1/registrants/401109518/","house_registrant_id":77007,"name":"SOLANA POLICY INSTITUTE","description":null,"address_1":"1155 F St NW","address_2":null,"address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20004","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"MILLER WHITEHOUSE-LEVINE","contact_telephone":"+1 202-417-3529","dt_updated":"2026-07-30T19:35:40.839666-04:00"},"client":{"id":66333,"url":"https://lda.gov/api/v1/clients/66333/","client_id":66333,"name":"SOLANA POLICY INSTITUTE","general_description":"501(c)(4) social welfare organization","client_government_entity":null,"client_self_select":true,"state":"VA","state_display":"Virginia","country":"US","country_display":"United States of America","ppb_state":"VA","ppb_state_display":"Virginia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2025-04-07"},"lobbying_activities":[{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"Issues related to cryptocurrencies, decentralized finance, digital rights, regulatory framework for stablecoins, and central bank digital currency regulations and proposals (H.R. 3633 CLARITY Act, H.R. 7732 Promoting Innovation in Blockchain Development Act, H.R. 3533 Blockchain Regulatory Certainty Act (BRCA), H.R. 148 Keep Your Coins Act, S. 3755 Digital Commodity Intermediaries Act, H.R. 8395 Payments Access and Consumer Efficiency (PACE) Act, H.R. 8899 Digital Asset PARITY Act, H.R. 9178 Less Tax Paperwork for Digital Asset Owners, H.R. 9175 Tax Clarity for Mining and Staking, H.R. 9173 Charitable Deductions for Digital Asset Donations Act, H.R. 9176 The PAR Act, H.R. 9174 Digital Assets Voluntary Disclosure Program Act, H.R. 9172 Applying Existing Tax Anti Abuse Rules to Digital Assets Act, HODL Act, H.R. 10357 Digital Asset Tax Certainty Act, S. 5616 ADAPT Act (Aligning Digital Assets with Principles of Taxation).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":149987,"prefix":null,"prefix_display":null,"first_name":"MILLER","nickname":null,"middle_name":null,"last_name":"WHITEHOUSE-LEVINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150922,"prefix":null,"prefix_display":null,"first_name":"KRISTIN","nickname":null,"middle_name":"MCKENZIE","last_name":"SMITH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151145,"prefix":"mr","prefix_display":"MR.","first_name":"COLIN","nickname":null,"middle_name":"ANDREW","last_name":"MCLAREN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"BAN","general_issue_code_display":"Banking","description":"Issues related to cryptocurrencies, decentralized finance, digital rights, regulatory framework for stablecoins, and central bank digital currency regulations and proposals (H.R. 3633 CLARITY Act, H.R. 7732 Promoting Innovation in Blockchain Development Act, H.R. 3533 Blockchain Regulatory Certainty Act (BRCA), H.R. 148 Keep Your Coins Act, S. 3755 Digital Commodity Intermediaries Act, H.R. 8395 Payments Access and Consumer Efficiency (PACE) Act).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":149987,"prefix":null,"prefix_display":null,"first_name":"MILLER","nickname":null,"middle_name":null,"last_name":"WHITEHOUSE-LEVINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150922,"prefix":null,"prefix_display":null,"first_name":"KRISTIN","nickname":null,"middle_name":"MCKENZIE","last_name":"SMITH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151145,"prefix":"mr","prefix_display":"MR.","first_name":"COLIN","nickname":null,"middle_name":"ANDREW","last_name":"MCLAREN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Issues related to cryptocurrencies, decentralized finance, digital rights, regulatory framework for stablecoins, and central bank digital currency regulations and proposals (H.R. 8899 Digital Asset PARITY Act, H.R. 9178 Less Tax Paperwork for Digital Asset Owners, H.R. 9175 Tax Clarity for Mining and Staking, H.R. 9173 Charitable Deductions for Digital Asset Donations Act, H.R. 9176 The PAR Act, H.R. 9174 Digital Assets Voluntary Disclosure Program Act, H.R. 9172 Applying Existing Tax Anti Abuse Rules to Digital Assets Act), HODL Act, H.R. 10357 Digital Asset Tax Certainty Act, S. 5616 ADAPT Act (Aligning Digital Assets with Principles of Taxation).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":149987,"prefix":null,"prefix_display":null,"first_name":"MILLER","nickname":null,"middle_name":null,"last_name":"WHITEHOUSE-LEVINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150922,"prefix":null,"prefix_display":null,"first_name":"KRISTIN","nickname":null,"middle_name":"MCKENZIE","last_name":"SMITH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151145,"prefix":"mr","prefix_display":"MR.","first_name":"COLIN","nickname":null,"middle_name":"ANDREW","last_name":"MCLAREN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"CDT","general_issue_code_display":"Commodities (big ticket)","description":"Issues related to cryptocurrencies, decentralized finance, digital rights, regulatory framework for stablecoins, and central bank digital currency regulations and proposals (H.R. 3633 CLARITY Act, H.R. 7732 Promoting Innovation in Blockchain Development Act, H.R. 3533 Blockchain Regulatory Certainty Act (BRCA), H.R. 148 Keep Your Coins Act, S. 3755 Digital Commodity Intermediaries Act, H.R. 8395 Payments Access and Consumer Efficiency (PACE) Act).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":149987,"prefix":null,"prefix_display":null,"first_name":"MILLER","nickname":null,"middle_name":null,"last_name":"WHITEHOUSE-LEVINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150922,"prefix":null,"prefix_display":null,"first_name":"KRISTIN","nickname":null,"middle_name":"MCKENZIE","last_name":"SMITH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151145,"prefix":"mr","prefix_display":"MR.","first_name":"COLIN","nickname":null,"middle_name":"ANDREW","last_name":"MCLAREN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]},{"url":"https://lda.gov/api/v1/filings/a1bc571c-3a3c-42ac-a7dd-92e8a4440f3b/","filing_uuid":"a1bc571c-3a3c-42ac-a7dd-92e8a4440f3b","filing_type":"Q3","filing_type_display":"3rd Quarter - Report","filing_year":2026,"filing_period":"third_quarter","filing_period_display":"3rd Quarter (July 1 - Sep 30)","filing_document_url":"https://lda.gov/filings/public/filing/a1bc571c-3a3c-42ac-a7dd-92e8a4440f3b/print/","filing_document_content_type":"text/html","income":null,"expenses":"580000.00","expenses_method":"A","expenses_method_display":"A","posted_by_name":"Stephen P. Roberts, Attorney & Agent for Filer","dt_posted":"2026-10-20T19:29:51-04:00","termination_date":null,"registrant_country":"United States of America","registrant_ppb_country":null,"registrant_address_1":"1155 F St NW","registrant_address_2":null,"registrant_different_address":false,"registrant_city":"Washington","registrant_state":"DC","registrant_zip":"20004","registrant":{"id":401109518,"url":"https://lda.gov/api/v1/registrants/401109518/","house_registrant_id":77007,"name":"SOLANA POLICY INSTITUTE","description":null,"address_1":"1155 F St NW","address_2":null,"address_3":null,"address_4":null,"city":"Washington","state":"DC","state_display":"District of Columbia","zip":"20004","country":"US","country_display":"United States of America","ppb_country":"US","ppb_country_display":"United States of America","contact_name":"MILLER WHITEHOUSE-LEVINE","contact_telephone":"+1 202-417-3529","dt_updated":"2026-07-30T19:35:40.839666-04:00"},"client":{"id":66333,"url":"https://lda.gov/api/v1/clients/66333/","client_id":66333,"name":"SOLANA POLICY INSTITUTE","general_description":"501(c)(4) social welfare organization","client_government_entity":null,"client_self_select":true,"state":"VA","state_display":"Virginia","country":"US","country_display":"United States of America","ppb_state":"VA","ppb_state_display":"Virginia","ppb_country":"US","ppb_country_display":"United States of America","effective_date":"2025-04-07"},"lobbying_activities":[{"general_issue_code":"FIN","general_issue_code_display":"Financial Institutions/Investments/Securities","description":"Issues related to cryptocurrencies, decentralized finance, digital rights, regulatory framework for stablecoins, and central bank digital currency regulations and proposals (H.R. 3633 CLARITY Act, H.R. 7732 Promoting Innovation in Blockchain Development Act, H.R. 3533 Blockchain Regulatory Certainty Act (BRCA), H.R. 148 Keep Your Coins Act, S. 3755 Digital Commodity Intermediaries Act, H.R. 8395 Payments Access and Consumer Efficiency (PACE) Act, H.R. 8899 Digital Asset PARITY Act, H.R. 9178 Less Tax Paperwork for Digital Asset Owners, H.R. 9175 Tax Clarity for Mining and Staking, H.R. 9173 Charitable Deductions for Digital Asset Donations Act, H.R. 9176 The PAR Act, H.R. 9174 Digital Assets Voluntary Disclosure Program Act, H.R. 9172 Applying Existing Tax Anti Abuse Rules to Digital Assets Act, HODL Act, H.R. 10357 Digital Asset Tax Certainty Act, S. 5616 ADAPT Act (Aligning Digital Assets with Principles of Taxation).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":149987,"prefix":null,"prefix_display":null,"first_name":"MILLER","nickname":null,"middle_name":null,"last_name":"WHITEHOUSE-LEVINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150922,"prefix":null,"prefix_display":null,"first_name":"KRISTIN","nickname":null,"middle_name":"MCKENZIE","last_name":"SMITH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151145,"prefix":"mr","prefix_display":"MR.","first_name":"COLIN","nickname":null,"middle_name":"ANDREW","last_name":"MCLAREN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"BAN","general_issue_code_display":"Banking","description":"Issues related to cryptocurrencies, decentralized finance, digital rights, regulatory framework for stablecoins, and central bank digital currency regulations and proposals (H.R. 3633 CLARITY Act, H.R. 7732 Promoting Innovation in Blockchain Development Act, H.R. 3533 Blockchain Regulatory Certainty Act (BRCA), H.R. 148 Keep Your Coins Act, S. 3755 Digital Commodity Intermediaries Act, H.R. 8395 Payments Access and Consumer Efficiency (PACE) Act).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":149987,"prefix":null,"prefix_display":null,"first_name":"MILLER","nickname":null,"middle_name":null,"last_name":"WHITEHOUSE-LEVINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150922,"prefix":null,"prefix_display":null,"first_name":"KRISTIN","nickname":null,"middle_name":"MCKENZIE","last_name":"SMITH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151145,"prefix":"mr","prefix_display":"MR.","first_name":"COLIN","nickname":null,"middle_name":"ANDREW","last_name":"MCLAREN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"TAX","general_issue_code_display":"Taxation/Internal Revenue Code","description":"Issues related to cryptocurrencies, decentralized finance, digital rights, regulatory framework for stablecoins, and central bank digital currency regulations and proposals (H.R. 8899 Digital Asset PARITY Act, H.R. 9178 Less Tax Paperwork for Digital Asset Owners, H.R. 9175 Tax Clarity for Mining and Staking, H.R. 9173 Charitable Deductions for Digital Asset Donations Act, H.R. 9176 The PAR Act, H.R. 9174 Digital Assets Voluntary Disclosure Program Act, H.R. 9172 Applying Existing Tax Anti Abuse Rules to Digital Assets Act), HODL Act, H.R. 10357 Digital Asset Tax Certainty Act, S. 5616 ADAPT Act (Aligning Digital Assets with Principles of Taxation).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":149987,"prefix":null,"prefix_display":null,"first_name":"MILLER","nickname":null,"middle_name":null,"last_name":"WHITEHOUSE-LEVINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150922,"prefix":null,"prefix_display":null,"first_name":"KRISTIN","nickname":null,"middle_name":"MCKENZIE","last_name":"SMITH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151145,"prefix":"mr","prefix_display":"MR.","first_name":"COLIN","nickname":null,"middle_name":"ANDREW","last_name":"MCLAREN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]},{"general_issue_code":"CDT","general_issue_code_display":"Commodities (big ticket)","description":"Issues related to cryptocurrencies, decentralized finance, digital rights, regulatory framework for stablecoins, and central bank digital currency regulations and proposals (H.R. 3633 CLARITY Act, H.R. 7732 Promoting Innovation in Blockchain Development Act, H.R. 3533 Blockchain Regulatory Certainty Act (BRCA), H.R. 148 Keep Your Coins Act, S. 3755 Digital Commodity Intermediaries Act, H.R. 8395 Payments Access and Consumer Efficiency (PACE) Act).","foreign_entity_issues":"","lobbyists":[{"lobbyist":{"id":149987,"prefix":null,"prefix_display":null,"first_name":"MILLER","nickname":null,"middle_name":null,"last_name":"WHITEHOUSE-LEVINE","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":150922,"prefix":null,"prefix_display":null,"first_name":"KRISTIN","nickname":null,"middle_name":"MCKENZIE","last_name":"SMITH","suffix":null,"suffix_display":null},"covered_position":null,"new":false},{"lobbyist":{"id":151145,"prefix":"mr","prefix_display":"MR.","first_name":"COLIN","nickname":null,"middle_name":"ANDREW","last_name":"MCLAREN","suffix":null,"suffix_display":null},"covered_position":null,"new":false}],"government_entities":[{"id":45,"name":"Commodity Futures Trading Commission (CFTC)"},{"id":2,"name":"HOUSE OF REPRESENTATIVES"},{"id":88,"name":"Securities & Exchange Commission (SEC)"},{"id":1,"name":"SENATE"}]}],"conviction_disclosures":[],"foreign_entities":[],"affiliated_organizations":[]}]}