4th Quarter - Termination

YODLEE INC. for YODLEE INC.

Firm
Client
Income
—
Expenses
$60,000
Expense method
A: Lobbying Disclosure Act definitions
Terminated
Nov 15, 2017

What was lobbied

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

Financial Institutions/Investments/Securities FIN

Consumer-permissioned financial data access issues; alternative data and credit reporting

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

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

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

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

Retirement RET

Fiduciary standards

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

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

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.