3rd Quarter - Report

BLACKROCK FUNDS SERVICES GROUP, LLC for BLACKROCK FUNDS SERVICES GROUP LLC

Period 3rd Quarter 2024 Filed Oct 21, 2024 Signed by Stephanie Swain

Official filing
Firm
BLACKROCK FUNDS SERVICES GROUP, LLC
Client
BLACKROCK FUNDS SERVICES GROUP LLC
Income
—
Expenses
$710,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Banking BAN

Financial Stability Issues Outbound Investment Investment manager passivity requirements (13DG) Fed/FDIC/OCC long-term debt proposal

LobbyistCovered position, as disclosed
BENJAMIN CANTRELL CANTRELL New SenMullin CoS 1/23-7/24; RepMullin: CoS 1/21-1/23; VPPence Dep Dir Leg Affairs 1/19-1/21; OMB Dep Assoc Dir Leg Affairs 5/18-6/19; RepWomack 6/17-5/18 + 9/14-1/17; RepArrington 1/17-6/17; RepRoss 6/13-9/114; RepBachus 4/13-6/13; RepGraves 9/12-3/13
KATHRYN FULTON —
MATT VANKUIKEN New Sen Debbie Stabenow, Chief of Staff, Leg Director, Sr Policy Advisor, Leg Aide, 1/09-8/24
BRYAN WOOD —

Contacted: Federal Deposit Insurance Corporation (FDIC); Commodity Futures Trading Commission (CFTC); Executive Office of the President (EOP); Office of the Comptroller of the Currency (OCC); SENATE; Treasury, Dept of; Federal Reserve System; HOUSE OF REPRESENTATIVES; Federal Energy Regulatory Commission (FERC); Securities & Exchange Commission (SEC)

Financial Institutions/Investments/Securities FIN

Infrastructure Investment Financial Stability Issues Stewardship Investment manager passivity requirements (13DG) Exchange Traded Products Sustainability Disclosure Rule 15c2-11 Money Market Fund Reform U.S. Treasury Market Structure Proxy Process Secure 2.0 Digital Assets Equity Market Structure Central Counter Party Risk Swap Block Sizes Uncleared Margin Relief SEC Outsourcing Proposal SEC Open-End Fund Liquidity Risk Management and Swing Pricing Proposal SEC Safeguarding/Custody Rule SEC Predictive Data Analytics Outbound Investments General briefings on compliance with applicable federal law Accredited Investor Status for IRA investments SEC Rule 3b-16, Reg ATS/Definition of Exchange SEC Treasury Clearing Rule SEC Dealer Definition Rule Private Credit Regulation FERC NOI on Blanket Authorization CFTC RFI on AI Basel III/GSIB Capital Rules CFTC Proposed Guidance on Listing VCC Derivatives CFTC 1.25 Proposal Closed-end funds DOL Fiduciary Rule QPAM Fed/FDIC/OCC long-term debt proposal FDIC - Change in Bank Control Act proposal FERC Notice of Inquiry Blanket Authorization for Investment Companies Common ownership

LobbyistCovered position, as disclosed
BENJAMIN CANTRELL CANTRELL New SenMullin CoS 1/23-7/24; RepMullin: CoS 1/21-1/23; VPPence Dep Dir Leg Affairs 1/19-1/21; OMB Dep Assoc Dir Leg Affairs 5/18-6/19; RepWomack 6/17-5/18 + 9/14-1/17; RepArrington 1/17-6/17; RepRoss 6/13-9/114; RepBachus 4/13-6/13; RepGraves 9/12-3/13
KATHRYN FULTON —
MATT VANKUIKEN New Sen Debbie Stabenow, Chief of Staff, Leg Director, Sr Policy Advisor, Leg Aide, 1/09-8/24
BRYAN WOOD —

Contacted: HOUSE OF REPRESENTATIVES; Executive Office of the President (EOP); Securities & Exchange Commission (SEC); Federal Energy Regulatory Commission (FERC); Office of the Comptroller of the Currency (OCC); SENATE; Federal Deposit Insurance Corporation (FDIC); Treasury, Dept of; Federal Reserve System; Labor, Dept of (DOL); Commodity Futures Trading Commission (CFTC); Federal Trade Commission (FTC)

Retirement RET

DOL fiduciary proposal 403(b) investment parity Secure 2.0 QPAM Child Savings Accounts Access Issues Emergency Savings Accounts Student Loan Matching Retirement Tax Advantage Social Security Solvency

LobbyistCovered position, as disclosed
BENJAMIN CANTRELL CANTRELL New SenMullin CoS 1/23-7/24; RepMullin: CoS 1/21-1/23; VPPence Dep Dir Leg Affairs 1/19-1/21; OMB Dep Assoc Dir Leg Affairs 5/18-6/19; RepWomack 6/17-5/18 + 9/14-1/17; RepArrington 1/17-6/17; RepRoss 6/13-9/114; RepBachus 4/13-6/13; RepGraves 9/12-3/13
KATHRYN FULTON —
MATT VANKUIKEN New Sen Debbie Stabenow, Chief of Staff, Leg Director, Sr Policy Advisor, Leg Aide, 1/09-8/24
BRYAN WOOD —

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

Taxation/Internal Revenue Code TAX

Repeal of 852b6 Accredited Investor Status for IRA investments

LobbyistCovered position, as disclosed
KATHRYN FULTON —
BRYAN WOOD —

Contacted: Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE

Computer Industry CPI

Infrastructure Data Management AI

LobbyistCovered position, as disclosed
BENJAMIN CANTRELL CANTRELL New SenMullin CoS 1/23-7/24; RepMullin: CoS 1/21-1/23; VPPence Dep Dir Leg Affairs 1/19-1/21; OMB Dep Assoc Dir Leg Affairs 5/18-6/19; RepWomack 6/17-5/18 + 9/14-1/17; RepArrington 1/17-6/17; RepRoss 6/13-9/114; RepBachus 4/13-6/13; RepGraves 9/12-3/13
KATHRYN FULTON —
MATT VANKUIKEN Sen Debbie Stabenow, Chief of Staff, Leg Director, Sr Policy Advisor, Leg Aide, 1/09-8/24
BRYAN WOOD —

Contacted: Commerce, Dept of (DOC); SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES; Energy, Dept of; Securities & Exchange Commission (SEC); Executive Office of the President (EOP); Transportation, Dept of (DOT)

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.