4th Quarter - Report

AMERICAN SECURITIES ASSOCIATION for AMERICAN SECURITIES ASSOCIATION

Firm
Client
Income
—
Expenses
$80,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Banking BAN

- H.R. 1483/S. 658, the Protecting Investors Personally Identifiable Information Act - Issues related to cryptocurrency market structure - H.R. 3633, Digital Asset Market Clarity Act of 2025, and related Senate legislation

LobbyistCovered position, as disclosed
KELLI NELSON MCMORROW —

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

Bills named: H.R. 3633 (119th), S. 658 (119th), H.R. 1483 (119th)

Taxation/Internal Revenue Code TAX

- General tax reform - Issues related the the municipal bond tax exemption - Issues related to Section 199A deductions - Issues related to financial transaction tax - H.R.1, One Big Beautiful Bill Act - Issues relating to the expansion of 529 plans

LobbyistCovered position, as disclosed
KELLI NELSON MCMORROW —

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

Bills named: H.R. 1 (119th)

Financial Institutions/Investments/Securities FIN

- Issues related to capital formation - Issues related to SEC and SRO reform, SRO constitutionality concerns - H.R. 3395, Middle Market IPO Cost Act - Issues related to investor fraud and foreign state-sponsored scams targeting US citizens - S.1053/H.R. 2246, the Foreign Investment Guardrails to Help Thwart China Act - Issues related to inbound and outbound investments to/from China - S.1877, H.R.2441, Improving Disclosure for Investors Act of 2025 - H.R. 3959, legislation codifying SEC Rule 15c2-11 - Issues relating to proxy advisors - Issues related to shareholder proposals - Issues related to SEC recordkeeping rules - Issues related to registered investment advisor regulations - Issues related to Sarbanes Oxley - Issues related to arbitration - H.R. 5748 and issues relating to Executive Order 14330, expansion opportunities for retirement plans - H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025, and related Senate legislation

LobbyistCovered position, as disclosed
KELLI NELSON MCMORROW —

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

Bills named: H.R. 2441 (119th), H.R. 2246 (119th), S. 1877 (119th), S. 1053 (119th), H.R. 3383 (119th), H.R. 3959 (119th), H.R. 3395 (119th), H.R. 5748 (119th)

Budget/Appropriations BUD

- Financial Services and General Government appropriations - HR 5166, Financial Services and General Government Appropriations Act, 2026

LobbyistCovered position, as disclosed
KELLI NELSON MCMORROW —

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

Bills named: H.R. 5166 (119th)

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.