3rd Quarter - Amendment

ZURICH AMERICAN INSURANCE COMPANY for ZURICH AMERICAN INSURANCE COMPANY

Firm
Client
Income
—
Expenses
$530,000
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
3rd Quarter - Report Oct 20, 2025 $460,000 Replaced
3rd Quarter - Amendment (this page) Jan 20, 2026 $530,000 Yes

What was lobbied

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

Law Enforcement/Crime/Criminal Justice LAW

Discussions related to HR 1109, Litigation Transparency Act of 2025 Discussions regarding the impact of Third-Party Litigation Financing. General discussions related to third party litigation funding.

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY —

Bills named: H.R. 1109 (119th)

Insurance INS

General discussions related to property and casualty insurance General discussions related to cyber General discussion related to an extension of the debt limit General discussions on global insurers in the marketplace Monitor and participate in discussions regarding data privacy and data breach proposals. Discussions regarding autonomous vehicles. General issues related to resilience and mitigation, as related to P&C insurance. General discussions related to the Federal Insurance Office. General discussions on the International Association of Insurance Supervisors. General discussions related to artificial intelligence (AI) and machine learning. General discussions related to the Driver's Privacy Protection Act. General discussion related to cannabis legislation General discussions on proposals regarding natural catastrophe-related policies, including FEMA. General discussions related to surety. General discussions related to Terrorism Risk Insurance Act (TRIA) reauthorization. Monitor Public Health Services Act (PHSA), Internal Revenue Code (IRC), Employee Retirement Income Security Act (ERISA), and Affordable Care Act (ACA) developments. General Discussions related to H.R. 1285/S. 570, Water Infrastructure Subcontractor and Taxpayer Protection Act of 2025 General discussions related to Surety bonding requirements by Dept. of Treasurys Surety Bond Branch. Monitoring of House Energy and Commerce Committees RFI to Explore Data Privacy and Security Framework. Monitor H.R. 1, One Big Beautiful Bill Act, and legislative and regulatory actions related to insurance, AI state moratorium provisions. Monitor proposals to modernize the National Flood Insurance Program, and private risk transfer. Monitoring of Administrations AI Action Plan. Monitoring of the Artificial Intelligence Risk Evaluation Act of 2025.

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
MARCEL MOORE CALDWELL —
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY —

Contacted: Executive Office of the President (EOP); State, Dept of (DOS); Federal Housing Finance Agency (FHFA); Treasury, Dept of; SENATE; Commerce, Dept of (DOC); Homeland Security, Dept of (DHS); Housing & Urban Development, Dept of (HUD); Natl Security Council (NSC); HOUSE OF REPRESENTATIVES

Bills named: S. 570 (119th), H.R. 1285 (119th), H.R. 1 (119th)

Taxation/Internal Revenue Code TAX

Discussions regarding changes to the Inflation Reduction Act (P.L. 117-169), including the sections dealing with clean energy tax credits. Monitor legislation and developments related to climate change Monitor development of international tax proposals Discussions related to life insurance Monitor reports regarding US-Swiss tax treaty General Discussion related to tariffs Discussions related to Executive Orders regarding federal contractors, tariffs, climate policy. General discussions related to H.R. 643, Federal Insurance Office Elimination Act Monitor H.R. 1, One Big Beautiful Bill Act, and legislative and regulatory actions related to tax. 

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
MARCEL MOORE CALDWELL —
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Executive Office of the President (EOP); Treasury, Dept of

Bills named: H.R. 643 (119th), H.R. 1 (119th)

Labor Issues/Antitrust/Workplace LBR

General discussions on apprenticeships

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
MARCEL MOORE CALDWELL —
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY —

Contacted: HOUSE OF REPRESENTATIVES; Commerce, Dept of (DOC); Labor, Dept of (DOL); SENATE

Agriculture AGR

General discussion related to 2025 Farm Bill Monitor proposals related to Federal Crop Insurance Programs Discussions related to EOs regarding federal contractors, tariffs, and government efficiency. Discussions related to disaster relief as passed per H.R. 10545, American Relief Act, 2025.

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY —

Contacted: HOUSE OF REPRESENTATIVES; Agriculture, Dept of (USDA); Executive Office of the President (EOP); Risk Management Agency; SENATE

Bills named: H.R. 10545 (119th)

Trade (domestic/foreign) TRD

General discussions related to export controls international trade and sanctions. Discussions related to proposals to facilitate and promote competitive financial services markets. Discussions on insourcing and foreign direct investment. Support of House Global Investment Caucus. General discussions in support of covered agreements. General discussions related to a U.S. Swiss FTA. General Discussions related to tariffs

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY —

Contacted: Commerce, Dept of (DOC); SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES; Executive Office of the President (EOP)

Environment/Superfund ENV

Monitor legislation and Regulatory Action related to climate risk finance. Developments and proposals related to climate resiliency and sustainability. Legislation and proposals regarding natural catastrophe-related policies. Discussions related to Executive Orders regarding federal contractors, tariffs, climate policy. Discussions related to disaster relief. Monitoring of S.985, Prevent Regulatory Overreach from Turning Essential Companies into Targets (PROTECT USA) Act of 2025 Monitoring of H.R.471, Fix Our Forests Act Monitor H.R. 1, One Big Beautiful Bill Act, and legislative and regulatory actions related to climate provisions. General discussions related to H.R. 469 - Fixing Emergency Management for Americans (FEMA) Act of 2025 - Provisions related to mitigation and resilience.

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY —

Contacted: Executive Office of the President (EOP); State, Dept of (DOS); SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of

Bills named: H.R. 471 (119th), S. 985 (119th), H.R. 469 (119th), H.R. 1 (119th)

Automotive Industry AUT

General discussions about electric vehicles Monitoring of the Preventing Auto Recycling Theft (PART) Act Monitoring of the FTC Redo Act Monitor developments on Congressional Review Act legislation related to EPA actions: H.J. Res. 87 (P.L. 119-15), H.J. Res. 88 (P.L. 119-16), and H.J. Res. 89 (P.L. 119-17) General discussions about Federal Trade Commission enforcement actions Monitor legislation related to the EPA regulation titled Multi Pollutant Emissions Standards for Model Years 2027 and Later Light-Duty and Medium-Duty Vehicles

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY —

Contacted: SENATE; Federal Trade Commission (FTC); HOUSE OF REPRESENTATIVES

Bills named: H.J.Res. 87 (119th), H.J.Res. 88 (119th), H.J.Res. 89 (119th)

Government Issues GOV

General Discussions related to a proposal by the Department of Justice related to updating the Foreign Agents Relations Act. Monitor H.R. 10545 (118th Cong.), American Relief Act, 2025. Discussions related to Executive Orders regarding federal contractors, tariffs, climate policy. General discussions related to H.R. 643, Federal Insurance Office Elimination Act

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY —

Contacted: Securities & Exchange Commission (SEC); Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 10545 (119th), H.R. 643 (119th)

Roads/Highway ROD

Monitor implementation of the Infrastructure Investment and Jobs Act (P.L. 117-58). Monitor developments on infrastructure legislation and large-scale infrastructure improvements. General discussions around roadway safety. Implementation of Community Disaster Resilience Zones (CDRZ) Act (P.L. 117-255).

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY —

Contacted: Executive Office of the President (EOP); SENATE; Federal Emergency Management Agency (FEMA); HOUSE OF REPRESENTATIVES

Health Issues HCR

Discussions regarding supplemental excepted benefits and the Public Health Service Act Discussions of Non-coordinated Excepted Benefits Coverage

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY New —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

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.