4th Quarter - Report

FMR LLC for FMR LLC

A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.

Firm
Client
Income
—
Expenses
$590,000
Expense method
A: Lobbying Disclosure Act definitions

Versions of this report

Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.

Filing Filed Amount Counted
4th Quarter - Report (this page) Jan 19, 2024 $590,000 Replaced
4th Quarter - Amendment Jan 19, 2024 $410,000 Yes

What was lobbied

3 issue areas, each in the filer's own words, with who lobbied on it and where.

Financial Institutions/Investments/Securities FIN

Equity market structure and trading regulation; money market fund regulation; systemic risk legislation; systemic risk regulation, including the relevant provisions of H.R. 3812, the Financial Stability Oversight Council Act of 2023; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; investment advice regulation; data aggregation; digital assets; licensing and supervision for remote work; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social and Governance (ESG) regulation; remote inspections; open-end fund liquidity.

LobbyistCovered position, as disclosed
KRISTY CROUSHORE —
JAMES F FEBEO —
JASON GOGGINS —
ALICE JOE —
SCOTT ORR —

Contacted: Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Commodity Futures Trading Commission (CFTC); Consumer Financial Protection Bureau (CFPB); SENATE

Bills named: H.R. 4600 (118th), H.R. 1807 (118th), H.R. 3812 (118th)

Retirement RET

Retirement policy; retirement savings enhancements; e-delivery, including relevant provisions of H.R. 1807, the Improving Disclosure for Investors Act of 2023; auto-portability; Environmental, Social, and Governance (ESG) legislation, including relevant provisions of H.R. 4600, the Protecting Retail Investors Savings Act; Environmental, Social, and Governance (ESG) regulation; investment advice regulation; technical corrections and guidance for the Securing a Strong Retirement Act of 2022.

LobbyistCovered position, as disclosed
KRISTY CROUSHORE —
JAMES F FEBEO —
JASON GOGGINS —
ALICE JOE —
SCOTT ORR —
ANDREW VERMILYE —

Contacted: Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1807 (118th), H.R. 4600 (118th)

Taxation/Internal Revenue Code TAX

Health savings accounts; student debt repayment tax incentives; crypto information reporting.

LobbyistCovered position, as disclosed
JAMES F FEBEO —
ALICE JOE —

Contacted: HOUSE OF REPRESENTATIVES

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.