4th Quarter - Report

THE ESOP ASSOCIATION for ESOP ASSOCIATION

Period 4th Quarter 2025 Filed Jan 20, 2026 Signed by Kristie Mark

Official filing
Firm
THE ESOP ASSOCIATION
Client
ESOP ASSOCIATION
Income
—
Expenses
$130,000
Expense method
B: tax-exempt organisations, Internal Revenue Code section 6033(b)(8)

What was lobbied

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

Labor Issues/Antitrust/Workplace LBR

Any proposed legislation potentially impacting ESOP creation and operation, and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code, and laws encouraging Federal agencies to promote creation and operation of ESOPs.

LobbyistCovered position, as disclosed
GREGORY FACCHIANO —
PATRICK LONERGAN RUSSO —

Contacted: Labor, Dept of (DOL); Treasury, Dept of; Commerce, Dept of (DOC); SENATE; Small Business Administration (SBA); HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

Any proposed legislation potentially impacting ESOP creation and operation, and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code, and laws encouraging Federal agencies to promote creation and operation of ESOPs.

LobbyistCovered position, as disclosed
GREGORY FACCHIANO —
PATRICK LONERGAN RUSSO —

Contacted: Treasury, Dept of; Small Business Administration (SBA); SENATE; Labor, Dept of (DOL); Commerce, Dept of (DOC); HOUSE OF REPRESENTATIVES

Government Issues GOV

Any proposed legislation potentially impacting ESOP creation and operation, and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code, and laws encouraging Federal agencies to promote creation and operation of ESOPs.

LobbyistCovered position, as disclosed
GREGORY FACCHIANO —
PATRICK LONERGAN RUSSO —

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; Labor, Dept of (DOL); Commerce, Dept of (DOC); SENATE; Small Business Administration (SBA)

Retirement RET

Any proposed legislation potentially impacting ESOP creation and operation, and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Above areasinclude tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code, and laws encouraging Federal agencies to promote creation and operation of ESOPs.

LobbyistCovered position, as disclosed
GREGORY FACCHIANO —
PATRICK LONERGAN RUSSO —

Contacted: HOUSE OF REPRESENTATIVES; Small Business Administration (SBA); SENATE; Commerce, Dept of (DOC); Labor, Dept of (DOL); Treasury, Dept of

Small Business SMB

Any proposed legislation potentially impacting ESOP creation and operation, and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974. Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the Federal Internal Revenue Code, and laws encouraging Federal agencies to promote creation and operation of ESOPs.

LobbyistCovered position, as disclosed
GREGORY FACCHIANO —
PATRICK LONERGAN RUSSO —

Contacted: Small Business Administration (SBA); Treasury, Dept of; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; SENATE; Commerce, Dept of (DOC)

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.