3rd Quarter - Report

CITIGROUP MANAGEMENT CORP. for CITIGROUP MANAGEMENT CORP

Period 3rd Quarter 2008 Filed Oct 20, 2008 Signed by Lisa D. T. Rice, Manager, Political and External Affairs

Official filing
Firm
CITIGROUP MANAGEMENT CORP.
Client
CITIGROUP MANAGEMENT CORP
Income
—
Expenses
$1,390,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Immigration IMM

H.R.1645STRIVE Act Provisions related to highly skilled workers S.9Immigration Reform ActProvisions related to highly skilled workers Extending the Department of Homeland Security's Optional Practical Training Program

LobbyistCovered position, as disclosed
CHRISTINE MCCARLIE BURGESON —
NICHOLAS E CALIO —
PAUL THORNELL —

Contacted: Federal Reserve System; Education, Dept of; White House Office; SENATE; State, Dept of (DOS); Natl Security Council (NSC); Executive Office of the President (EOP); Natl Economic Council (NEC); Council of Economic Advisers (CEA); Patent & Trademark Office (PTO); Treasury, Dept of; HOUSE OF REPRESENTATIVES; Commodity Futures Trading Commission (CFTC); Homeland Security, Dept of (DHS); U.S. Trade Representative (USTR); Commerce, Dept of (DOC)

Bills named: H.R. 1645 (110th)

Copyright/Patent/Trademark CPT

H.R.1908Patent Reform ActAll provisions S.1145Patent Reform ActAll provisions

LobbyistCovered position, as disclosed
CHRISTINE MCCARLIE BURGESON —
NICHOLAS E CALIO —
JAMES RYAN —
ROBERT J SCHELLHAS —
PAUL THORNELL —
HEATHER WINGATE —

Contacted: Homeland Security, Dept of (DHS); Treasury, Dept of; Patent & Trademark Office (PTO); SENATE; Natl Economic Council (NEC); Education, Dept of; Commerce, Dept of (DOC); Council of Economic Advisers (CEA); Executive Office of the President (EOP); White House Office; Commodity Futures Trading Commission (CFTC); U.S. Trade Representative (USTR); State, Dept of (DOS); HOUSE OF REPRESENTATIVES; Natl Security Council (NSC); Federal Reserve System

Bills named: H.R. 1908 (110th)

Labor Issues/Antitrust/Workplace LBR

H.R.3685The Employment Non-Discrimination ActAll provisions

LobbyistCovered position, as disclosed
NICHOLAS E CALIO —
PAUL THORNELL —
HEATHER WINGATE —

Contacted: Patent & Trademark Office (PTO); Education, Dept of; Commerce, Dept of (DOC); White House Office; Natl Economic Council (NEC); Federal Reserve System; SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES; Executive Office of the President (EOP); Natl Security Council (NSC); Homeland Security, Dept of (DHS); Council of Economic Advisers (CEA); State, Dept of (DOS); Commodity Futures Trading Commission (CFTC); U.S. Trade Representative (USTR)

Bills named: H.R. 3685 (110th)

Trade (domestic/foreign) TRD

H.R.708Trade Law Reform Act of 2007Provisions related to trade and State Dept. funding H.R.RES.295Recognizing the strong alliance between the Republic of Korea and the United States and expressing appreciation to the Republic of Korea for its efforts in the global war against terrorism.All provisions S.122Trade Adjustment Assistance Improvement Act of 2007All provisions S.364Strengthening America's Trade Laws ActProvisions related to trade and State Dept. funding Panama, Colombia and Korea Free Trade AgreementsFocus on provisions related to the Financial Services sector

LobbyistCovered position, as disclosed
MICHAEL ANDREWS —
CHRISTINE MCCARLIE BURGESON —
NICHOLAS E CALIO —
LAURA LANE —
ROBERT J SCHELLHAS —

Contacted: White House Office; Homeland Security, Dept of (DHS); Treasury, Dept of; State, Dept of (DOS); Natl Security Council (NSC); Commodity Futures Trading Commission (CFTC); Commerce, Dept of (DOC); Council of Economic Advisers (CEA); Federal Reserve System; Education, Dept of; Executive Office of the President (EOP); Natl Economic Council (NEC); HOUSE OF REPRESENTATIVES; U.S. Trade Representative (USTR); Patent & Trademark Office (PTO); SENATE

Bills named: H.R. 708 (110th)

Banking BAN

H.R.140Financial Services Diversity Initiative All provisions H.R.946Overdraft Protection ActAll provisions H.R.1852Federal Housing Administration Modernization ActAll provisions H.R.3012Fair Mortgage Practices Act of 2007All provisions H.R.3221Renewable Energy and Energy Conservation Tax Act of 2007All provisions H.R.3609Emergency Home Ownership and Mortgage Equity Protection Act of 2007All provisions H.R.3648Mortgage Forgiveness Debt Relief Act of 2007All provisions H.R.3837Escrow, Appraisal and Mortgage Servicing Improvements ActAll provisions H.R.3915Mortgage Reform and Anti-predatory Lending Act of 2007All provisions H.R.3997Heroes Earnings Assistance and Relief Tax Act of 2007All provisions H.R.4178Emergency Mortgage Loan Modification Act of 2007All provisions H.R.5140Economic Stimulus Act of 2008All provisions H.R.5579Emergency Mortgage Loan Modification Act of 2008All provisions H.R.5830FHA Housing Stabilization and Homeownership Retention Act of 2008All provisions H.RES.1525Providing for consideration of the Senate amendments to the bill (H.R. 1424) to amend section 712 of the Employee Retirement Income Security Act of 1974, section 2705 of the Public Health Service Act, section 9812 of the Internal Revenue Code of 1986 to require equity in the provision of mental health and substance-related disorder benefits under group health plans, to prohibit discrimination on the basis of genetic information with respect to health insurance and employment, and for other purposes. All provisions S.1222Stop Mortgage Fraud Transactions ActAll provisions S.1299Borrower Protection ActAll provisions S.2036Protecting Access to Save Mortgages ActAll provisions S.2133HOMES ActAll provisions S.2136Helping Families Save Their Homes in Bankruptcy Act of 2007All provisions S.2338FHA Modernization Act of 2007All provisions S.2542The Home Ownership Preservation & Protection Act of 2007All provisions S.2595Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Mortgage Licensing Act) All provisions S.2636Foreclosure Prevention ActAll provisions S.2734Security Against Foreclosures and Education Act (SAFE Act)All provisions Chris Dodd's Proposal to Mitigate Foreclosures and Restore Liquidity to the Mortgage MarketsAll provisions

LobbyistCovered position, as disclosed
CHRISTINE MCCARLIE BURGESON —
NICHOLAS E CALIO —
ROBERT D GETZOFF —
JAMES RYAN —
ROBERT J SCHELLHAS —
MAURA SOLOMON —
PAUL THORNELL —
HEATHER WINGATE —

Contacted: U.S. Trade Representative (USTR); Executive Office of the President (EOP); Treasury, Dept of; Patent & Trademark Office (PTO); Homeland Security, Dept of (DHS); Education, Dept of; Commerce, Dept of (DOC); White House Office; Commodity Futures Trading Commission (CFTC); Council of Economic Advisers (CEA); HOUSE OF REPRESENTATIVES; Natl Security Council (NSC); Federal Reserve System; SENATE; Natl Economic Council (NEC); State, Dept of (DOS)

Bills named: H.R. 3609 (110th), H.R. 1852 (110th), H.R. 5140 (110th), H.R. 3012 (110th), H.R. 5579 (110th), H.R. 3221 (110th), H.R. 946 (110th), H.R. 3915 (110th), H.R. 140 (110th), H.R. 3997 (110th), H.R. 4178 (110th), H.R. 1424 (110th), H.Res. 1525 (110th), H.R. 3837 (110th), H.R. 3648 (110th), H.R. 5830 (110th)

Financial Institutions/Investments/Securities FIN

H.R.873Credit Card Payment Fee Act of 2007All provisions H.R.1461Credit CARD Act of 2007All provisions H.R.1510Credit Card Repayment Act of 2007All provisions H.R.2146Universal Default Prohibition Act of 2007All provisions H.R.3347Student Credit Card Protection Act of 2008All provisions H.R.5244Credit Card Holders' Bill of RightsAll provisions H.R.5546Credit Card Fair Fee Act of 2008All provisions H.R.6248Credit Card Interchange Fees Act of 2008All provisions H.R.6620Gas Pump Fair Payment Act of 2008All provisions S.1176Credit Card Minimum Payment Warning Act of 2007All provisions S.1309Universal Default Prohibition Act of 2007All provisions S.1395Stop Unfair Practices in Credit Cards Act of 2007All provisions S.1925Student Credit Card Protection Act of 2007All provisions S.2411Credit Card Safety Star Act of 2007All provisions S.2542Credit Card Minimum Payment Notification Act of 2008All provisions S.2753Credit Card Reform ActAll provisions S.3086Credit Card Fair Fee Act of 2008All provisions S.3252Credit Card Accountability, Responsibility and Disclosure Act of 2008All provisions Subprime Lending Secondary Market Issues - Assignee Liability Sovereign Wealth Fund issues Met with House and Senate members and staff regarding Over-the-Counter (OTC) Credit Derivatives market issues. Met with House staff regarding market data issues. Met with House and Senate Members and staff on credit card issues and pending Federal Reserve Board proposed rules on unfair or deceptive acts or practices.

LobbyistCovered position, as disclosed
CHRISTINE MCCARLIE BURGESON —
NICHOLAS E CALIO —
ROBERT D GETZOFF —
JAMES RYAN —
ROBERT J SCHELLHAS —
MAURA SOLOMON —
PAUL THORNELL —
HEATHER WINGATE —

Contacted: Executive Office of the President (EOP); HOUSE OF REPRESENTATIVES; Commerce, Dept of (DOC); U.S. Trade Representative (USTR); Commodity Futures Trading Commission (CFTC); Education, Dept of; Natl Security Council (NSC); Homeland Security, Dept of (DHS); Council of Economic Advisers (CEA); SENATE; Natl Economic Council (NEC); Federal Reserve System; White House Office; State, Dept of (DOS); Treasury, Dept of; Patent & Trademark Office (PTO)

Bills named: H.R. 5244 (110th), H.R. 873 (110th), H.R. 5546 (110th), H.R. 1461 (110th), H.R. 3347 (110th), H.R. 6620 (110th), H.R. 1510 (110th), H.R. 6248 (110th), H.R. 2146 (110th)

Agriculture AGR

H.R.2419Farm, Nutrition, and Bioenergy Act of 2007 Provisions related to CFTC reauthorization H.R.6238To provide for an inter-agency working group to study the factors affecting the pricing of crude oil.Met with House and Senate re: broad nature of the legislation H.R.6264Legislation to prevent excessive speculation in the OTC derivatives markets for certain energy commodities by limiting participation in those markets.Met with House and Senate re: broad nature of the legislation H.R.6330Prevent Unfair Manipulation of Prices Act of 2008Met with House and Senate re: broad nature of the legislation H.R.6334Increasing Transparency & Accountability in Oil Prices Act of 2008Met with House re: broad nature of the legislation H.R.6377Energy Markets Emergency Act of 2008Met with House and Senate re: broad nature of the legislation H.R.6604Commodity Markets Transparency and Accountability Act of 2008Met with House re: broad nature of the legislation S.3130Increasing Transparency & Accountability in Oil Prices Act of 2008Met with House and Senate re: broad nature of the legislation Met with Senate and House staff regarding legislation to curtail "excessive" speculation in the energy commodity futures markets.

LobbyistCovered position, as disclosed
CHRISTINE MCCARLIE BURGESON —
NICHOLAS E CALIO —
ROBERT D GETZOFF —
JAMES RYAN —
ROBERT J SCHELLHAS —
HEATHER WINGATE —

Contacted: White House Office; U.S. Trade Representative (USTR); Commodity Futures Trading Commission (CFTC); Natl Economic Council (NEC); Treasury, Dept of; State, Dept of (DOS); Education, Dept of; Commerce, Dept of (DOC); HOUSE OF REPRESENTATIVES; SENATE; Council of Economic Advisers (CEA); Homeland Security, Dept of (DHS); Executive Office of the President (EOP); Federal Reserve System; Natl Security Council (NSC); Patent & Trademark Office (PTO)

Bills named: H.R. 6330 (110th), H.R. 6264 (110th), H.R. 6334 (110th), H.R. 6238 (110th), H.R. 6604 (110th), H.R. 6377 (110th), H.R. 2419 (110th)

Taxation/Internal Revenue Code TAX

H.R.878To amend the Internal Revenue Code of 1986 to require broker reporting of customer's basis in securities transactions, and for other purposes.Meetings with House and Senate tax committee staff to improve workings of basis reporting proposal. H.R.1424Emergency Economic Stabilization Act of 2008Provisions relating to extension of expiring tax provisions H.R.1509Active Financing - Subpart F: To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing incomeMet with members of Congress and staff in support of making the active financing rules permanent or extending the rules. H.R.3321The Housing Assistance Tax Act of 2008Provisions relating to reporting by merchant/acquiring banks on credit card reimbursements to merchants H.R.3735To amend the Internal Revenue Code of 1986 to allow permanent look-through treatment of payments between related foreign corporations.Meetings with House members and staff to encourage support for proposal H.R.4912To amend the IRC with respect to the tax treatment of certain derivativesMeeting with House and Senate members and staff relating to the broad nature of the legislation. H.R.5267The Business Activity Tax Simplification Act of 2008Support of proposal; seek cosponsor and support in House Judiciary Committee H.R.6049Renewable Energy and Tax Extender Act of 2008 (Renewable Energy and Job Creation Act of 2008)Support legislation, including letters of support to House members S.940Active Financing - Subpart F: To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing incomeMet with members of Congress and staff in support of making the active financing rules permanent or extending the rules. S.1273To amend the Internal Revenue Code of 1986 to allow permanent look-through treatment of payments between related foreign corporations.Met with Senators and their staffs urging support for proposal S.1726The Business Activity Tax Simplification Act of 2007Support of proposal, and developing support for a similar bill in the House S.2886Alternative Minimum Tax and Extenders Tax Relief Act of 2008Met with House and Senate staff in support of extending the rules on Active Financing S.3125Energy Independence and Tax Relief Act of 2008 Support legislation S.3335The Jobs, Energy, Families, and Disaster Relief Act of 2008Relating to extension of expiring tax provisions 3% withholding on payments to government contractors Discussions with House and Senate tax committee staff on implications for government payment cards

LobbyistCovered position, as disclosed
CHRISTINE MCCARLIE BURGESON —
NICHOLAS E CALIO —
ROBERT D GETZOFF —
JEFFREY LEVEY —
JAMES RYAN —
ROBERT J SCHELLHAS —
PAUL THORNELL —
HEATHER WINGATE —

Contacted: Natl Security Council (NSC); Homeland Security, Dept of (DHS); Education, Dept of; Federal Reserve System; White House Office; Executive Office of the President (EOP); Commerce, Dept of (DOC); HOUSE OF REPRESENTATIVES; State, Dept of (DOS); SENATE; Commodity Futures Trading Commission (CFTC); Council of Economic Advisers (CEA); Patent & Trademark Office (PTO); U.S. Trade Representative (USTR); Natl Economic Council (NEC); Treasury, Dept of

Bills named: H.R. 878 (110th), H.R. 1424 (110th), H.R. 4912 (110th), H.R. 1509 (110th), H.R. 3321 (110th), H.R. 3735 (110th), H.R. 6049 (110th), H.R. 5267 (110th)

Education EDU

H.R.4137College Opportunity and Affordability Act of 2007Provisions related to student loans H.R.6889To extend the authority of the Secretary of Education to purchase guaranteed student loans for an additional year, and for other purposes.Provisions related to student loans S.1642Higher Education Amendments of 2007Provisions related to student loans

LobbyistCovered position, as disclosed
CHRISTINE MCCARLIE BURGESON —
NICHOLAS E CALIO —
ROBERT J SCHELLHAS —
PAUL THORNELL —
HEATHER WINGATE —

Contacted: Education, Dept of; State, Dept of (DOS); Commerce, Dept of (DOC); Natl Economic Council (NEC); Homeland Security, Dept of (DHS); Council of Economic Advisers (CEA); Federal Reserve System; Patent & Trademark Office (PTO); Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; White House Office; Treasury, Dept of; Executive Office of the President (EOP); U.S. Trade Representative (USTR); SENATE; Natl Security Council (NSC)

Bills named: H.R. 6889 (110th), H.R. 4137 (110th)

Retirement RET

H.R.3185401(k) Fair Disclosure for Retirement Security Act of 2007Provisions related to defined contribution plans H.R.3765Defined Contribution Plan Fee Transparency Act of 2007Provisions related to defined contribution plans S.2473Defined Contribution Fee Disclosure Act of 2007Provisions related to defined contribution plans

LobbyistCovered position, as disclosed
NICHOLAS E CALIO —
ROBERT D GETZOFF —
ROBERT J SCHELLHAS —

Contacted: Homeland Security, Dept of (DHS); SENATE; Commodity Futures Trading Commission (CFTC); State, Dept of (DOS); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Natl Economic Council (NEC); Patent & Trademark Office (PTO); Federal Reserve System; U.S. Trade Representative (USTR); Executive Office of the President (EOP); Council of Economic Advisers (CEA); Education, Dept of; Commerce, Dept of (DOC); White House Office; Natl Security Council (NSC)

Bills named: H.R. 3185401 (110th), H.R. 3765 (110th)

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.