4th Quarter - Report

INVESCO GROUP SERVICES, INC. for INVESCO GROUP SERVICES, INC.

Firm
Client
Income
—
Expenses
$320,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Financial Institutions/Investments/Securities FIN

Issues related to investment management regulation, including exchange-traded funds, mutual funds, money market funds and proxy voting. SEC ESG Rules. SEC Predictive Analytics Rule. CFTC Rule 1.25. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).

Foreign entity interest: As the parent of Invesco Holding Company (US), Inc, Invesco, Ltd. is interested in the issues lobbied.

LobbyistCovered position, as disclosed
ANANIAS BLOCKER —
JENNIFER FLITTON —
NICHOLAS GRAHAM New - Economic Policy Legislative Assistant, Sen. Gary Peters Aug.'22-Aug.'24 - Legislative Aide, Sen. Tammy Baldwin Jun.'22-Aug.'22 - Legislative Correspondent, Sen. Tammy Baldwin Jun.'20-Jun.'22 - Legislative Intern, Sen. Tom Carper Feb.'20-Jun.'20

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Securities & Exchange Commission (SEC); Commodity Futures Trading Commission (CFTC)

Bills named: H.R. 2627 (118th), S. 4917 (118th), H.R. 3063 (118th)

Taxation/Internal Revenue Code TAX

Tax policy.

Foreign entity interest: As the parent of Invesco Holding Company (US), Inc, Invesco, Ltd. is interested in the issues lobbied.

LobbyistCovered position, as disclosed
ANANIAS BLOCKER —
JENNIFER FLITTON —
NICHOLAS GRAHAM New - Economic Policy Legislative Assistant, Sen. Gary Peters Aug.'22-Aug.'24 - Legislative Aide, Sen. Tammy Baldwin Jun.'22-Aug.'22 - Legislative Correspondent, Sen. Tammy Baldwin Jun.'20-Jun.'22 - Legislative Intern, Sen. Tom Carper Feb.'20-Jun.'20

Contacted: SENATE; HOUSE OF REPRESENTATIVES

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.