FOR — Foreign Relations
General discussions related to international trade.
Lobbyists:
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of
1st Quarter - Report · 2026
- Filing UUID
edb7c007-c5f4-4d98-a35c-cc991b07fd90- Type
Q1— 1st Quarter - Report- Period
- first_quarter
- Year
- 2026
- Posted
- 2026-04-21 14:25:59
- Income (reported)
- —
- Expenses (reported)
- $60,000
- Expenses method
- A
- Filing document
- Open on lda.senate.gov
Registrant (lobbying firm)
Financial Services
- Contact
- CHAD RAMEY
- Phone
- +1 202-297-2287
- Address
- zip:07310, city:Jersey City, state:NJ, street:525 Washington Boulevard
Issues lobbied + lobbyists (4)
BAN — Banking
General discussions regarding the regulatory capital rule proposals that were proposed by the Federal Reserve, FDIC and OCC. The rule proposals are "Regulatory capital rule: Amendments applicable to large banking organizations and to banking organizations with significant trading activity" and "Regulatory capital rule: Risk-Based Capital Surcharges for G-SIB Holding Companies; Systemic Risk Report (FR Y-15)" General discussions regarding regulatory climate proposals (FRB/FDIC/OCC joint proposed climate risk management guidance, FRB climate scenario analysis). General discussions regarding U.S Department of Treasury's proposal on U.S. outbound investment. General discussions regarding artificial intelligence. General discussions regarding digital assets. General discussions regarding implementation of the GENIUS Act. General discussions regarding resolution planning. General discussions regarding Dept. of Justice ANPR on sensitive data transfer
Lobbyists:
Government entities lobbied: Commodity Futures Trading Commission (CFTC); Federal Reserve System; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE; Treasury, Dept of; White House Office
FIN — Financial Institutions/Investments/Securities
General discussions of extraterritorial implications of SEC rulemakings, including securities-based swaps large position reporting and securities lending. General discussion of the SEC proposals on equity market structure reform. General discussion of the SEC Treasury clearing proposal. General discussion of the SEC rulemaking agenda process. General discussion regarding foreign derivatives clearing organization requirements.
Lobbyists:
Government entities lobbied: Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE; Treasury, Dept of
TAX — Taxation/Internal Revenue Code
General discussions related to the implementation of H.R. 1, the One Big Beautiful Bill Act including, international tax policy, and energy tax credits.
Lobbyists:
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of