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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 1100 New York Avenue, NW |
Address2 | Suite 500 East |
| City | WASHINGTON |
State | DC |
Zip Code | 20005-3964 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 19194-12
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6. House ID# 311220000
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| TYPE OF REPORT | 8. Year | 2026 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
| 10. Check if this is a Termination Report | Termination Date |
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11. No Lobbying Issue Activity |
| INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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| 12. Lobbying | 13. Organizations | ||||||||
| INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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| Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
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Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
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| Signature | Digitally Signed By: Paul Merski |
Date | 7/16/2026 10:29:12 AM |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code AGR
16. Specific lobbying issues
H.R. 1822 The ACRE Act
H.R. 3633, the CLARITY Act
H.R. 7567 The Farm, Food, and National Security Act of 2026
S. 838 The ACRE Act
Digital assets
Guidance under Section 139L of the One Big Beautiful Bill Act
Opposition to Farm Credit System Provisions
USDA Guaranteed Farm Loan Programs
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Agriculture - Dept of (USDA)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Samuel |
Beaver |
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Jenna |
Burke |
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Stephen |
Keen |
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James |
Keller |
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Brian |
Laverdure |
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Paul |
Merski |
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Rebeca Romero |
Rainey |
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Mark |
Scanlan |
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Christopher |
Sharer |
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1) Naomi Zeigler Nagle - Economic Policy Advisor for Senator Angus King (I-ME); 2)Will Garrity Binger - Economic Policy Advisory for Senator Jeanne Shaheen (D-NH)
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Charles |
Yi |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code BAN
16. Specific lobbying issues
H.R. 478 The Promoting New Bank Formation Act
H.R. 940 The FAIR Exams Act
H.R. 941 The Small LENDER Act
H.R. 976 The 1071 Repeal to Protect Small Business Lending Act
H.R. 1606 Making the CFPB Accountable to Small Businesses Act
H.R. 2152 The AI PLAN Act
H.R. 2978 The GUARD Act
H.R. 2835 The Small Bank Holding Company Relief Act
H.R. 2885 The Bank Loan Privacy Act
H.R. 3234 Reciprocal Deposits
H.R. 3380 TAILOR Act of 2025
H.R. 3390 Bringing the Discount Window into the 21st Century Act
H.R. 3446 FDIC Board Accountability Act- Rep. Huizenga
H.R. 3633 The CLARITY Act
H.R. 3709 Advancing the Mentor-Protege Program for Small Financial Institutions Act
H.R. 4437 SMART Act
H.R. 4478 TRUST Act
H.R. 4544 The American Access to Banking Act
H.R. 4551 The Employee Paycheck and Small Business Protection Act
H.R. 5276 The Community Bank LIFT Act
H.R. 5291 The Merchant Banking Modernization Act
H.R. 5317 The Community Bank Deposit Access Act of 2025
H.R. 6547 The Least Cost Exception Act
H.R. 6552 The Bank-Fintech Partnership Enhancement Act (Rep. Andy Barr)
H.R. 6554 The Community Bank Representation Act (Rep. Monica De La Cruz)
H.R. 6555 The Enhancing Bank Resolution Participation Act
H.R. 6556 The Failing Bank Acquisitions Fairness Act
H.R. 6955 Main Street Capital Access Act
H.R. 7056 Community Bank Regulatory Tailoring Act
H.R. 7548 The SCAM Act
H.R. 8071 Fair Exams Act
H.R. 8075 Emergency Transaction Account Guarantee Program
H.R. 8087 Main Street Depositor Protection Act
H.R. 8088 Growing Deposit Insurance for the Future Act
H.R. 8278 The Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Act
H.R. 8671 The Bank Fraud Technology Advancement Act
H.R. 9331 the Strengthening Transaction Oversight and Preventing (STOP) Payments Fraud Act
S. 113 The Promoting New Bank Formation Act
S. 427 The TAILOR Act
S. 557 The 1071 Repeal to Protect Small Business Lending Act
S. 2663 Merchant Banking Modernization Act
S. 2704 CDFI Fund Transparency Act
S. 2999 Main Street Depositor Protection Act
S. 3774 The SCAM Act
S. 3830 TRUST Act
S 4182 The FARM Act Housing Expansion
Artificial Intelligence
CFPB 1033 Rule
Community Bank Access to Capital
Credit Card Competition Act
Credit Union Acquisitions of Community Banks
Credit Union Field of Membership Rules
Critical Infrastructure Protection
Cybersecurity
Data Privacy
De Novo Bank Formation
Deposit Insurance
Digital Assets Regulation
EGRPRA Review
Executive Order 14406: Restoring Integrity to Americas Financial System
Executive Order 14409: Promoting Advanced Artificial Intelligence Innovation and Security
Form 990 Initiative
Fraud and Scams
National Trust Bank Charter Rules and Applications
Regulatory Relief
Stablecoin Regulation
Support for Kevin Warsh for Federal Reserve Board Chairman
The Growing Deposit Insurance for the Future Act
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Consumer Financial Protection Bureau (CFPB), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Office of the Comptroller of the Currency (OCC), Treasury - Dept of, White House Office, Homeland Security - Dept of (DHS)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Samuel |
Beaver |
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Jenna |
Burke |
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Michael |
Emancipator |
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Walter |
Haynie |
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Stephen |
Keen |
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James |
Keller |
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Susan |
Kinney |
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Brian |
Laverdure |
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Michael |
Marshall |
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Paul |
Merski |
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Amber |
Milenkevich |
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Rebeca |
Romero Rainey |
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Timothy |
Roy |
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Mark |
Scanlan |
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Lilliane |
Thomas |
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Charles |
Yi |
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Christopher |
Sharer |
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1.) Naomi Zeigler Nagle - Economic Policy Advisor for Senator Angus King (I-ME) 2.) Will Garrity Binger - Economic Policy Advisory for Senator Jeanne Shaheen (D-NH)
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code HOU
16. Specific lobbying issues
H.R. 6644 ROAD to Housing Act of 2025
S. 1467 Homebuyers Privacy Protection Act
S. 2651 ROAD to Housing Act of 2025
Housing Finance Reform
GSE Reform
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Federal Housing Finance Agency (FHFA)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Samuel |
Beaver |
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Jenna |
Burke |
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Walter |
Haynie |
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Stephen |
Keen |
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James |
Keller |
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Paul |
Merski |
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Amber |
Milenkevich |
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Rebeca |
Romero Rainey |
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Timothy |
Roy |
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Mark |
Scanlan |
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Christopher |
Sharer |
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1) Naomi Zeigler Nagle - Economic Policy Advisor for Senator Angus King (I-ME); 2) Will Garrity Binger - Economic Policy Advisory for Senator Jeanne Shaheen (D-NH) |
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Charles |
Yi |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TAX
16. Specific lobbying issues
H.R. 1 One Big Beautiful Bill Act. (tax provisions)
H.R. 1822 ACRE Act
S. 838 ACRE Act
Applying IRS Form 990 to Federal Credit Unions
Implementation of Section 139L of H.R. 1
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Internal Revenue Service (IRS)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Samuel |
Beaver |
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Stephen |
Keen |
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James |
Keller |
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Susan |
Kinney |
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Rebeca |
Romero Rainey |
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Mark |
Scanlan |
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Charles |
Yi |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
| Name | Address |
Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
| 1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
| Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
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28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
| 1 | 3 | 5 |
| 2 | 4 | 6 |
CONVICTIONS DISCLOSURE
29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery,
extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?
| Lobbyist Name | Description of Offense(s) |