4th Quarter - Report

FMR LLC for FMR LLC

Firm
Client
Income
—
Expenses
$530,000
Expense method
A: Lobbying Disclosure Act definitions

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; systemic risk legislation; systemic risk regulation; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; digital assets; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022; Environmental, Social, and Governance (ESG) legislation/regulation; fixed income market structure; remote inspections; regulatory relief related to COVID; H.R. 1996 and S. 910, the SAFE Banking Act, safe harbor provisions; money market fund regulation; data aggregation; licensing and supervision for remote work

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

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

Bills named: H.R. 9570 (117th), S. 910 (117th), H.R. 3962 (117th), H.R. 1996 (117th)

Retirement RET

Retirement policy, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023, and relevant provisions of S. 4973, the Retirement Savings Modernization Act; retirement savings enhancements, including relevant provisions in the original bills (H.R. 2954, the Securing a Strong Retirement Act of 2022, S. 4353, the RISE & SHINE Act, and S. 4808, the Enhancing American Retirement Now Act) and in H.R. 2617, the Consolidated Appropriations Act, 2023; e-delivery, including relevant provisions of H.R. 9570, the Improving Disclosure for Investors Act of 2022; emergency savings accounts; auto-portability; Environmental, Social, and Governance (ESG) legislation/regulation; ERISA plan investment options, including cryptocurrencies and relevant provisions of S. 4973, the Retirement Savings Modernization Act; remote notarization, including relevant provisions of H.R. 3962, the Securing and Enabling Commerce Using Remote and Electronic Notarization Act of 2022

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

Contacted: Treasury, Dept of; Labor, Dept of (DOL); Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 4973 (117th), H.R. 3962 (117th), S. 4808 (117th), H.R. 2954 (117th), H.R. 2617 (117th), H.R. 9570 (117th), S. 4353 (117th)

Taxation/Internal Revenue Code TAX

Retirement savings tax incentives; student debt repayment tax incentives

LobbyistCovered position, as disclosed
JAMES F FEBEO —
ALICE JOE —
SCOTT ORR —
ANDREW VERMILYE —

Contacted: 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.