2nd Quarter - Report

FMR LLC for FMR LLC

A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.

Firm
Client
Income
—
Expenses
$622,000
Expense method
A: Lobbying Disclosure Act definitions

Versions of this report

Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.

Filing Filed Amount Counted
2nd Quarter - Report (this page) Jul 20, 2017 $622,000 Replaced
2nd Quarter - Amendment Feb 23, 2018 $622,000 Yes

What was lobbied

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

Retirement RET

ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy

LobbyistCovered position, as disclosed
PAMELA D EVERHART —
JAMES F FEBEO —
ALICE JOE New —
JAMES JOHNSON —
STEPHANIE MARKIEWICZ —
SCOTT ORR New —
ANDREW VERMILYE —

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; Office of Management & Budget (OMB); Securities & Exchange Commission (SEC); Labor, Dept of (DOL); SENATE; Consumer Financial Protection Bureau (CFPB)

Financial Institutions/Investments/Securities FIN

Equity market structure and trading regulation; money market fund legislation; systemic risk regulation; systemic risk legislation; cyber-security; Senior Safe Act; e-Delivery/e-Sign; CHOICE Act; data aggregation

LobbyistCovered position, as disclosed
PAMELA D EVERHART —
JAMES F FEBEO —
ALICE JOE New —
JAMES JOHNSON —
STEPHANIE MARKIEWICZ —
SCOTT ORR —
ANDREW VERMILYE —

Contacted: Office of Management & Budget (OMB); SENATE; Labor, Dept of (DOL); Consumer Financial Protection Bureau (CFPB); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Securities & Exchange Commission (SEC)

Taxation/Internal Revenue Code TAX

Tax treatment of financial products; Retirement tax incentives; health savings accounts; IABD Fiduciary Rule

LobbyistCovered position, as disclosed
PAMELA D EVERHART —
JAMES F FEBEO —
ALICE JOE New —
JAMES JOHNSON —
STEPHANIE MARKIEWICZ —
SCOTT ORR —
ANDREW VERMILYE —

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