2nd Quarter - Report

FMR LLC for FMR LLC

Firm
Client
Income
—
Expenses
$540,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Retirement RET

RETIRE Act; SECURE Act; Retirement Enhancement and Savings Act (RESA); open MEPs; disclosure effectiveness; retirement policy

LobbyistCovered position, as disclosed
PAMELA D EVERHART —
JAMES F FEBEO —
ALICE JOE —
SCOTT ORR —
ANDREW VERMILYE —

Contacted: Office of the Comptroller of the Currency (OCC); Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; Consumer Financial Protection Bureau (CFPB); Federal Reserve System; Securities & Exchange Commission (SEC); SENATE; Treasury, Dept of; Labor, Dept of (DOL)

Taxation/Internal Revenue Code TAX

Health savings accounts; student debt repayment tax incentives; retirement savings tax incentives; tax reform legislation/regulation

LobbyistCovered position, as disclosed
PAMELA D EVERHART —
JAMES F FEBEO —
ALICE JOE —
SCOTT ORR —
ANDREW VERMILYE —

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; SENATE; Consumer Financial Protection Bureau (CFPB); Labor, Dept of (DOL); Federal Reserve System; Internal Revenue Service (IRS); Office of the Comptroller of the Currency (OCC); Securities & Exchange Commission (SEC)

Financial Institutions/Investments/Securities FIN

Equity market structure and trading regulation; fixed income market structure; asset management regulation; stress test relief legislation; systemic risk regulation; systemic risk legislation; cybersecurity; e-delivery; investment advice regulation and legislation; data aggregation; Federal Savings Association legislation and regulation; digital assets

LobbyistCovered position, as disclosed
PAMELA D EVERHART —
JAMES F FEBEO —
JASON GOGGINS Senior Professional Staff and Counsel, US House Committee on Agriculture; Chief of Staff and Special Counsel, Office of CFTC Commissioner J. Christopher Giancarlo
ALICE JOE —
STEPHANIE MARKIEWICZ —
SCOTT ORR —
ANDREW VERMILYE —

Contacted: Internal Revenue Service (IRS); SENATE; Consumer Financial Protection Bureau (CFPB); HOUSE OF REPRESENTATIVES; Federal Reserve System; Treasury, Dept of; Office of the Comptroller of the Currency (OCC); Labor, Dept of (DOL); Securities & Exchange Commission (SEC)

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.