3rd 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.

Taxation/Internal Revenue Code TAX

Health savings accounts; student debt repayment tax incentives; tax treatment of financial products; tax reform legislation/regulation; retirement savings tax incentives; S.3995-Remote and Mobile Worker Relief Act of 2020 (remote worker state payroll tax withholding); S.2999-Primary Care Enhancement Act (HSA eligibility)

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

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

Bills named: S. 3995 (116th), S. 2999 (116th)

Retirement RET

Retirement policy; retirement savings enhancements; Open Multiple Employer Plans (MEPs)

LobbyistCovered position, as disclosed
JAMES F FEBEO —
ALICE JOE —
SCOTT ORR —
ANDREW VERMILYE —

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

Financial Institutions/Investments/Securities FIN

Equity market structure and trading regulation; fixed income market structure; systemic risk regulation; systemic risk legislation; e-delivery; investment advice regulation; data aggregation; digital assets; brokered deposit regulation/legislation; CARES Act; anti-money laundering legislation (S.2563-ILLICIT Cash Act (beneficial ownership)); regulatory relief related to COVID; licensing and supervision for remote work; remote notarization; Environmental, Social and Governance (ESG) regulation

LobbyistCovered position, as disclosed
KRISTY CROUSHORE —
JAMES F FEBEO —
JASON GOGGINS Senior Professional Staff and Counsel, US House Committee on Agriculture; Chief of Staff and Special Counsel, Office of CFTC Commissioner J. Christopher Giancarlo
ALICE JOE —
SCOTT ORR —
ANDREW VERMILYE —

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

Bills named: S. 2563 (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.