Lobbying activity

Q4

GEOFFREY P. GRAY for RUSSELL INVESTMENTS GROUP, LLC

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

Retirement

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

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

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

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CHARTWELL STRATEGY GROUP LLC for GREAT GRAY TRUST COMPANY, LLC

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

Retirement

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CHARTWELL STRATEGY GROUP LLC for EMPOWER RETIREMENT LLC (FKA GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY)

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

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

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AFL-CIO for AFL-CIO

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

Health Issues, Labor Issues/Antitrust/Workplace, Government Issues, Budget/Appropriations

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VERITAS ADVISORS, LLP for CLEARWATER PAPER

4th Quarter (Oct 1 - Dec 31) 2025 · Washington · House · Senate · $20,000.00 income

Trade (domestic/foreign), Retirement

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MEHLMAN CONSULTING, INC. for AARP, INC.

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

Pharmacy, Taxation/Internal Revenue Code, Retirement, Medicare/Medicaid

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BGR GOVERNMENT AFFAIRS for MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (MASSMUTUAL FINANCIAL GROUP)

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

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

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FUTURE STANDARD for FUTURE STANDARD

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

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

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MINDSET ADVOCACY, LLC for VESTWELL HOLDINGS, INC

4th Quarter (Oct 1 - Dec 31) 2025 · New York · House · Senate · $20,000.00 income

Retirement, Taxation/Internal Revenue Code

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MINDSET ADVOCACY, LLC for STABLE VALUE INVESTMENT ASSOCIATION (SVIA)

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

Retirement

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WILLIAMS AND JENSEN, PLLC for INDEXED ANNUITY LEADERSHIP COUNCIL

4th Quarter (Oct 1 - Dec 31) 2025 · North Dakota · $10,000.00 income

Retirement

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AMERICAN INVESTMENT COUNCIL F/K/A PEGCC for AMERICAN INVESTMENT COUNCIL F/K/A PEGCC

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

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

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MINDSET ADVOCACY, LLC for PRUDENTIAL FINANCIAL, INC.

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

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

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MINDSET ADVOCACY, LLC for PFS INVESTMENTS, INC.

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

Consumer Issues/Safety/Products, Retirement, Taxation/Internal Revenue Code, Labor Issues/Antitrust/Workplace

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MINDSET ADVOCACY, LLC for PONTERA, INC.

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

Retirement, Banking

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COVINGTON & BURLING LLP for JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)

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

Retirement

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MINDSET ADVOCACY, LLC for PAYCHEX, INC.

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

Retirement, Small Business, Taxation/Internal Revenue Code

View → Q4

MINDSET ADVOCACY, LLC for NATIONWIDE INSURANCE

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

Taxation/Internal Revenue Code, Retirement, Insurance

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MILLER STRATEGIES, LLC for CHARLES SCHWAB & CO., INC.

4th Quarter (Oct 1 - Dec 31) 2025 · District of Columbia · $40,000.00 income

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

View → Q4

MINDSET ADVOCACY, LLC for NATIONAL COORDINATING COMMITTEE FOR MULTIEMPLOYER PLANS (NCCMP)

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

Health Issues, Retirement, Taxation/Internal Revenue Code

View → Q4

THORN RUN PARTNERS for PRUDENTIAL FINANCIAL, INC.

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

Taxation/Internal Revenue Code, Retirement

View → Q4

MINDSET ADVOCACY, LLC for METROPOLITAN LIFE INSURANCE COMPANY

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

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

View → Q4

NISKANEN CENTER FOR PUBLIC POLICY for NISKANEN CENTER FOR PUBLIC POLICY

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

Unemployment, Taxation/Internal Revenue Code, Education, Labor Issues/Antitrust/Workplace

View → Q4

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. for CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

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

Taxation/Internal Revenue Code, Retirement

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