2nd Quarter - Report

YODLEE INC. for YODLEE INC.

Firm
Client
Income
—
Expenses
$90,000
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

Consumer-permissioned financial data access; regulation of bank third-parties

LobbyistCovered position, as disclosed
STEVEN BOMS Legislative Director, Rep. Gary L. Ackerman

Contacted: Federal Reserve System; Federal Deposit Insurance Corporation (FDIC); Consumer Financial Protection Bureau (CFPB); Securities & Exchange Commission (SEC); Financial Crimes Enforcement Network (FinCEN); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Treasury, Dept of; SENATE; Office of the Comptroller of the Currency (OCC)

Financial Institutions/Investments/Securities FIN

Consumer-permissioned financial data access issues; alternative data

LobbyistCovered position, as disclosed
STEVEN BOMS Legislative Director, Rep. Gary L. Ackerman

Contacted: Treasury, Dept of; Labor, Dept of (DOL); Federal Reserve System; Federal Deposit Insurance Corporation (FDIC); SENATE; Consumer Financial Protection Bureau (CFPB); Securities & Exchange Commission (SEC); Financial Crimes Enforcement Network (FinCEN); Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES

Retirement RET

Department of Labor fiduciary rule

LobbyistCovered position, as disclosed
STEVEN BOMS Legislative Director, Rep. Gary L. Ackerman

Contacted: Financial Crimes Enforcement Network (FinCEN); SENATE; Securities & Exchange Commission (SEC); Office of the Comptroller of the Currency (OCC); Treasury, Dept of; Federal Deposit Insurance Corporation (FDIC); Labor, Dept of (DOL); Federal Reserve System; Consumer Financial Protection Bureau (CFPB); HOUSE OF REPRESENTATIVES

Computer Industry CPI

Consumer-permissioned data access, cyber and data security

LobbyistCovered position, as disclosed
STEVEN BOMS Legislative Director, Rep. Gary L. Ackerman

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of; Federal Reserve System; Securities & Exchange Commission (SEC); Office of the Comptroller of the Currency (OCC); Labor, Dept of (DOL); Federal Deposit Insurance Corporation (FDIC); Financial Crimes Enforcement Network (FinCEN); Consumer Financial Protection Bureau (CFPB)

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.