2nd Quarter - Amendment

FMR LLC for FMR LLC

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 Jul 20, 2017 $622,000 Replaced
2nd Quarter - Amendment (this page) 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.

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

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 —
ANDREW VERMILYE —

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

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

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.