2nd Quarter - Report

O'ROURKE & NAPPI, LLP for BRIGHTHOUSE SERVICES, LLC

Firm
Client
Income
$40,000
Expenses
—

What was lobbied

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

Insurance INS

Federal regulation of variable and indexed annuity funds; Retirement security, including HR 1994, the SECURE Act; the SEC Reg BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; issues related to data security/data breached privacy; issues related to troubled debt restructuring and Current Expected Credit Loss accounting rule.

LobbyistCovered position, as disclosed
CHRISTOPHER MATTHIESEN —
DOUGLAS NAPPI —
JOHN T. O'ROURKE —

Contacted: Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1994 (116th)

Banking BAN

Issues related to cannabis banking.

LobbyistCovered position, as disclosed
CHRISTOPHER MATTHIESEN —
DOUGLAS NAPPI —
JOHN T. O'ROURKE —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Securities & Exchange Commission (SEC)

Taxation/Internal Revenue Code TAX

Retirement security, including implementation of HR 1994, the SECURE Act; issues related to COVID-19 tax relief.

LobbyistCovered position, as disclosed
CHRISTOPHER MATTHIESEN —
DOUGLAS NAPPI —
JOHN T. O'ROURKE —

Contacted: SENATE; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES

Bills named: H.R. 1994 (116th)

Financial Institutions/Investments/Securities FIN

Federal regulation of variable and indexed annuities; SEC Regulation BI rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts"; retirement security including implementation of HR 1994, the SECURE Act; issues related to data security and data breach/privacy; issues related to troubled debt restructuring and the Current Expected Credit Loss accounting rule.

LobbyistCovered position, as disclosed
CHRISTOPHER MATTHIESEN —
DOUGLAS NAPPI —
JOHN T. O'ROURKE —

Contacted: Securities & Exchange Commission (SEC); SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 1994 (116th)

Retirement RET

Retirement security, including implementation of HR 1994, the SECURE Act; the SEC Reg BI rule rule package; the SEC proposed "Updated Disclosure requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts."

LobbyistCovered position, as disclosed
CHRISTOPHER MATTHIESEN —
DOUGLAS NAPPI —
JOHN T. O'ROURKE —

Contacted: SENATE; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES

Bills named: H.R. 1994 (116th)

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.