3rd Quarter - Report

FMR LLC for FMR LLC

Firm
Client
Income
—
Expenses
$440,000
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, including the relevant provisions of H.R.2799, the Expanding Access to Capital Act of 2023; systemic risk regulation, including the relevant provisions of H.R.3812, the Financial Stability Oversight Council Improvement Act of 2023; e-delivery, including the relevant provisions of H.R.1807 and S.3815, the Improving Disclosure for Investors Act of 2023; investment advice regulation; 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); Securities & Exchange Commission (SEC); SENATE

Bills named: H.R. 4766 (118th), S. 3815 (118th), H.R. 4763 (118th), H.R. 2799 (118th), H.R. 3812 (118th), H.R. 1807 (118th)

Retirement RET

Emergency savings accounts; 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 2023; auto-portability.

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

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

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

Taxation/Internal Revenue Code TAX

Tax treatment of financial products; 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: SENATE; HOUSE OF REPRESENTATIVES

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