Lobbying activity

Q2

FORBES-TATE for EDWARD D. JONES & CO., L.P.

2nd Quarter (Apr 1 - June 30) 2026 · Missouri · Senate · $50,000.00 income

Retirement, Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities, Banking

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INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION for INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION

2nd Quarter (Apr 1 - June 30) 2026 · Maryland · House · Senate

Financial Institutions/Investments/Securities, Taxation/Internal Revenue Code, Retirement, Housing

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UNITED SERVICES AUTOMOBILE ASSOCIATION for UNITED SERVICES AUTOMOBILE ASSOCIATION

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Consumer Issues/Safety/Products, Disaster Planning/Emergencies, Financial Institutions/Investments/Securities, Homeland Security

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PHILANTHROPY ROUNDTABLE for PHILANTHROPY ROUNDTABLE

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Taxation/Internal Revenue Code, Civil Rights/Civil Liberties, Retirement, Accounting

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BRIGHTHOUSE SERVICES, LLC for BRIGHTHOUSE SERVICES, LLC

2nd Quarter (Apr 1 - June 30) 2026 · North Carolina · House · Senate

Taxation/Internal Revenue Code, Consumer Issues/Safety/Products, Financial Institutions/Investments/Securities, Insurance

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FUTURE STANDARD for FUTURE STANDARD

2nd Quarter (Apr 1 - June 30) 2026 · Pennsylvania · House · Senate

Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities, Retirement

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COVINGTON & BURLING LLP for WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST

2nd Quarter (Apr 1 - June 30) 2026 · Washington · House · Senate · $160,000.00 income

Retirement

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COREBRIDGE FINANCIAL, INC. AND AFFILIATES for COREBRIDGE FINANCIAL, INC. AND AFFILIATES

2nd Quarter (Apr 1 - June 30) 2026 · Texas · House · Senate

Retirement, Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities

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CAPITOL CONSULTING GROUP LLC (DC) for BLACKROCK FUNDS SERVICES GROUP LLC

2nd Quarter (Apr 1 - June 30) 2026 · New York · Senate · $50,000.00 income

Financial Institutions/Investments/Securities, Retirement

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CHAMBER OF COMMERCE OF THE U.S.A. for CHAMBER OF COMMERCE OF THE U.S.A.

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Aerospace, Housing, Automotive Industry, Aviation/Airlines/Airports

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LINCOLN PARK GROUP L.L.C. for BLACKROCK FUNDS SERVICES GROUP LLC

2nd Quarter (Apr 1 - June 30) 2026 · Pennsylvania · House · Senate · $50,000.00 income

Financial Institutions/Investments/Securities, Retirement

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TRANSAMERICA COMPANIES for TRANSAMERICA COMPANIES

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Retirement

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NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION for NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION

2nd Quarter (Apr 1 - June 30) 2026 · Virginia · House · Senate

Government Issues, Budget/Appropriations, Retirement

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KOCH GOVERNMENT AFFAIRS, LLC for KOCH GOVERNMENT AFFAIRS, LLC

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Financial Institutions/Investments/Securities, Fuel/Gas/Oil, Homeland Security, Law Enforcement/Crime/Criminal Justice

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ALLIED PILOTS ASSOCIATION for ALLIED PILOTS ASSOCIATION

2nd Quarter (Apr 1 - June 30) 2026 · Texas · House · Senate

Transportation, Aviation/Airlines/Airports, Retirement, Foreign Relations

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FMR LLC for FMR LLC

2nd Quarter (Apr 1 - June 30) 2026 · Massachusetts · House · Senate

Financial Institutions/Investments/Securities, Retirement, Taxation/Internal Revenue Code

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LABORERS' INTERNATIONAL UNION OF NORTH AMERICA for LABORERS' INTERNATIONAL UNION OF NORTH AMERICA

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Energy/Nuclear, Transportation, Health Issues, Retirement

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AMERICAN FEDERATION OF TEACHERS for AMERICAN FEDERATION OF TEACHERS

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Agriculture, Budget/Appropriations, Civil Rights/Civil Liberties, Education

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AMERICAN BANKERS ASSOCIATION for AMERICAN BANKERS ASSOCIATION

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Accounting, Agriculture, Banking, Bankruptcy

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INSURED RETIREMENT INSTITUTE for INSURED RETIREMENT INSTITUTE

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Insurance, Retirement, Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities

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NAVIGATORS GLOBAL LLC (FORMERLY DC NAVIGATORS, LLC) for UNITED PARCEL SERVICE

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate · $50,000.00 income

Trade (domestic/foreign), Postal, Transportation, Law Enforcement/Crime/Criminal Justice

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NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES for NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES

2nd Quarter (Apr 1 - June 30) 2026 · New York · House · Senate

Government Issues, Retirement, Medicare/Medicaid

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AMERICAN POSTAL WORKERS UNION, AFL-CIO for AMERICAN POSTAL WORKERS UNION AFL-CIO

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate

Postal, Labor Issues/Antitrust/Workplace, Retirement, Budget/Appropriations

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PUBLIC STRATEGIES WASHINGTON, INC. for PRUDENTIAL FINANCIAL INC

2nd Quarter (Apr 1 - June 30) 2026 · New Jersey · House · Senate · $30,000.00 income

Taxation/Internal Revenue Code, Retirement, Financial Institutions/Investments/Securities

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PUBLIC STRATEGIES WASHINGTON, INC. for PRINCIPAL FINANCIAL GROUP

2nd Quarter (Apr 1 - June 30) 2026 · District of Columbia · House · Senate · $30,000.00 income

Retirement, Insurance, Taxation/Internal Revenue Code

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