Lobbying activity

Q4

PRIMACY STRATEGY GROUP for HEALTH&PENSIONWORKS (FKA HEALTHWORKS)

4th Quarter (Oct 1 - Dec 31) 2025 · Minnesota · House · Senate · $15,625.00 income

Retirement, Health Issues, Labor Issues/Antitrust/Workplace

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PORTERFIELD, FETTIG & SEARS, LLC for TIAA

4th Quarter (Oct 1 - Dec 31) 2025 · North Carolina · House · Senate · $30,000.00 income

Retirement, Financial Institutions/Investments/Securities

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FEDERAL HALL POLICY ADVISORS, LLC for LOAN SYNDICATIONS AND TRADING ASSOCIATION

4th Quarter (Oct 1 - Dec 31) 2025 · New York · House · Senate · $60,000.00 income

Banking, Financial Institutions/Investments/Securities, Retirement

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CAPITOL CITY GROUP, LTD. for ASCENSUS, INC.

4th Quarter (Oct 1 - Dec 31) 2025 · Pennsylvania · House · Senate · $30,000.00 income

Retirement

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NATIONAL BEER WHOLESALERS ASSOCIATION for NATIONAL BEER WHOLESALERS ASSOCIATION

4th Quarter (Oct 1 - Dec 31) 2025 · Virginia · House · Senate

Constitution, Trade (domestic/foreign), Banking, Beverage Industry

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FMR LLC for FMR LLC

4th Quarter (Oct 1 - Dec 31) 2025 · Massachusetts · House · Senate

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

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THE UNIVERSITY OF NORTH CAROLINA SYSTEM for THE UNIVERSITY OF NORTH CAROLINA SYSTEM

4th Quarter (Oct 1 - Dec 31) 2025 · North Carolina · House · Senate

Budget/Appropriations, Education, Agriculture, Defense

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MARIA FREESE for NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE

4th Quarter (Oct 1 - Dec 31) 2025 · District of Columbia · House · Senate · $60,000.00 income

Retirement, Budget/Appropriations, Civil Rights/Civil Liberties, Government Issues

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MEHLMAN CONSULTING, INC. for PROTECTIVE LIFE CORPORATION

4th Quarter (Oct 1 - Dec 31) 2025 · Alabama · House · Senate · $40,000.00 income

Insurance, Taxation/Internal Revenue Code, Retirement, Computer Industry

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MEHLMAN CONSULTING, INC. for NATIONAL ASSOCIATION OF PROFESSIONAL EMPLOYER ORGANIZATIONS

4th Quarter (Oct 1 - Dec 31) 2025 · Virginia · House · Senate · $60,000.00 income

Labor Issues/Antitrust/Workplace, Retirement, Taxation/Internal Revenue Code

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

4th Quarter (Oct 1 - Dec 31) 2025 · New York · Senate · $50,000.00 income

Financial Institutions/Investments/Securities, Retirement

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TRANSAMERICA COMPANIES for TRANSAMERICA COMPANIES

4th Quarter (Oct 1 - Dec 31) 2025 · District of Columbia · House · Senate

Retirement

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THE ESOP ASSOCIATION for ESOP ASSOCIATION

4th Quarter (Oct 1 - Dec 31) 2025 · District of Columbia · House · Senate

Labor Issues/Antitrust/Workplace, Taxation/Internal Revenue Code, Government Issues, Retirement

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

4th Quarter (Oct 1 - Dec 31) 2025 · District of Columbia · House · Senate

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

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AMERICAN BANKERS ASSOCIATION for AMERICAN BANKERS ASSOCIATION

4th Quarter (Oct 1 - Dec 31) 2025 · District of Columbia · House · Senate

Retirement, Consumer Issues/Safety/Products, Minting/Money/Gold Standard, Accounting

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SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN for SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN

4th Quarter (Oct 1 - Dec 31) 2025 · District of Columbia · House · Senate

Transportation, Retirement, Fuel/Gas/Oil, Natural Resources

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WILLIAMS AND JENSEN, PLLC for LOS ANGELES COUNTY EMPLOYEES' RETIREMENT SYSTEM

4th Quarter (Oct 1 - Dec 31) 2025 · California · House · Senate · $50,000.00 income

Taxation/Internal Revenue Code, Retirement

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WILLIAMS AND JENSEN, PLLC for HOUSTON FIREFIGHTERS RELIEF AND RETIREMENT FUND

4th Quarter (Oct 1 - Dec 31) 2025 · Texas · House · Senate · $30,000.00 income

Taxation/Internal Revenue Code, Retirement

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WILLIAMS AND JENSEN, PLLC for DEFINED BENEFIT RETIREMENT PROTECTION FUND, INC.

4th Quarter (Oct 1 - Dec 31) 2025 · Florida · House · Senate

Taxation/Internal Revenue Code, Retirement

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RESOLUTION PUBLIC AFFAIRS, LLC for AMERICAN INVESTMENT COUNCIL

4th Quarter (Oct 1 - Dec 31) 2025 · District of Columbia · House · Senate · $30,000.00 income

Retirement, Banking

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NEW YORK LIFE INSURANCE COMPANY for NEW YORK LIFE INSURANCE COMPANY

4th Quarter (Oct 1 - Dec 31) 2025 · District of Columbia · House · Senate

Taxation/Internal Revenue Code, Retirement, Financial Institutions/Investments/Securities, Trade (domestic/foreign)

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WILLIAMS AND JENSEN, PLLC for CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM

4th Quarter (Oct 1 - Dec 31) 2025 · California · House · Senate · $90,000.00 income

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

View → Q4

AMERIPRISE FINANCIAL, INC. for AMERIPRISE FINANCIAL, INC.

4th Quarter (Oct 1 - Dec 31) 2025 · District of Columbia · House · Senate

Financial Institutions/Investments/Securities, Labor Issues/Antitrust/Workplace, Retirement, Taxation/Internal Revenue Code

View → Q4

INVESTMENT COMPANY INSTITUTE for INVESTMENT COMPANY INSTITUTE

4th Quarter (Oct 1 - Dec 31) 2025 · District of Columbia · House · Senate

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

View → Q4

WILLIAMS AND JENSEN, PLLC for THE VANGUARD GROUP, INC.

4th Quarter (Oct 1 - Dec 31) 2025 · Pennsylvania · House · Senate · $60,000.00 income

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

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