3rd Quarter - Report — MANAGED FUNDS ASSOCIATION for MANAGED FUNDS ASSOCIATION (2026)

Firm

MANAGED FUNDS ASSOCIATION

Client

MANAGED FUNDS ASSOCIATION

Income

—

Expenses

$1,130,000

Expense method

C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Financial Institutions/Investments/Securities FIN

H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.

Lobbyist	Covered position, as disclosed
JILLIEN WILLIAMS FLORES	—
ZACH GATES New	Legis. Assistant, Rep. Ann Wagner; Legis. Aide, Rep. Wagner; Legis. Correspondent, Rep. Wagner; Staff Assistant, Rep. Wagner
JENNIFER GAYLE GLAVIN	—
GEORGETTE PERROS SIERRA	—
JOHN VAN ETTEN	—

Contacted: Treasury, Dept of; SENATE; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Federal Reserve System

Bills named: H.R. 3682 (119th), H.R. 6161 (119th), S. 3578 (119th), H.R. 5748 (119th), H.R. 3633 (119th), H.R. 2225 (119th), S. 1808 (119th), H.R. 3383 (119th)

Taxation/Internal Revenue Code TAX

H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Carried interest. Taxation of investments.

Lobbyist	Covered position, as disclosed
JILLIEN WILLIAMS FLORES	—
ZACH GATES New	Legis. Assistant, Rep. Ann Wagner; Legis. Aide, Rep. Wagner; Legis. Correspondent, Rep. Wagner; Staff Assistant, Rep. Wagner
JENNIFER GAYLE GLAVIN	—
GEORGETTE PERROS SIERRA	—
JOHN VAN ETTEN	—

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 445 (119th), H.R. 1091 (119th)

Agriculture AGR

H.R. 8125, CFTC Proprietary Information Act of 2026 Protection for sensitive and proprietary data. Commodities and future regulation.

Lobbyist	Covered position, as disclosed
JILLIEN WILLIAMS FLORES	—
ZACH GATES New	Legis. Assistant, Rep. Ann Wagner; Legis. Aide, Rep. Wagner; Legis. Correspondent, Rep. Wagner; Staff Assistant, Rep. Wagner
JENNIFER GAYLE GLAVIN	—
GEORGETTE PERROS SIERRA	—
JOHN VAN ETTEN	—

Contacted: Commodity Futures Trading Commission (CFTC); SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 8125 (119th)

Retirement RET

ERISA plan access to alternatives.

Lobbyist	Covered position, as disclosed
JILLIEN WILLIAMS FLORES	—
ZACH GATES New	Legis. Assistant, Rep. Ann Wagner; Legis. Aide, Rep. Wagner; Legis. Correspondent, Rep. Wagner; Staff Assistant, Rep. Wagner
JENNIFER GAYLE GLAVIN	—
GEORGETTE PERROS SIERRA	—
JOHN VAN ETTEN	—

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

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.