4th Quarter - Report

FMR LLC for FMR LLC

Firm
Client
Income
—
Expenses
$500,000
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.

Retirement RET

Retirement policy; retirement savings enhancements; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; auto-portability; student debt data availability.

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

Contacted: White House Office; Securities & Exchange Commission (SEC); SENATE; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Education, Dept of

Bills named: H.R. 1807 (118th), S. 3815 (118th)

Taxation/Internal Revenue Code TAX

Retirement savings tax incentives; tax reform legislation; health savings accounts; student debt repayment tax incentives, including the relevant provisions of S.4778 and H.R.9164, the Employer Participation in Repayment Act; digital asset taxation.

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

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 4778 (118th), H.R. 9164 (118th)

Financial Institutions/Investments/Securities FIN

Equity market structure and trading regulation; systemic risk legislation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; systemic risk regulation; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2024; digital assets, including the relevant provisions of H.R.4763, the Financial Innovation and Technology for the 21st Century Act and H.R.4766, the Clarity for Payment Stablecoins Act of 2023; open-end fund liquidity proposal; predictive data analytics proposal.

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

Contacted: HOUSE OF REPRESENTATIVES; Commodity Futures Trading Commission (CFTC); SENATE; Securities & Exchange Commission (SEC)

Bills named: H.R. 4763 (118th), H.R. 4766 (118th), S. 3815 (118th), H.R. 1807 (118th), H.R. 3812 (118th)

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.