1st Quarter - Termination

PUBLIC STRATEGIES WASHINGTON, INC. for INVESTMENT COMPANY INSTITUTE

A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.

Firm
Client
Income
$20,000
Expenses
—
Terminated
Mar 1, 2025

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
1st Quarter - Report Apr 17, 2025 $30,000 Replaced
1st Quarter - Termination (this page) Jul 17, 2025 $20,000 Replaced
1st Quarter - Termination Amendment Jul 28, 2026 $20,000 Yes

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 the regulation of asset managers Issues related to the electronic delivery of investor materials Monitoring proposals related to U.S.-China relationship Proposals related to ESG disclosures Monitoring proposals related to fiduciary rule

LobbyistCovered position, as disclosed
STEVEN EICHENAUER Legislative Assistant, U.S. Senator Jack Reed
NANCY O'NEALL —
PATRICK JOHN O'NEILL —
ABBIE SORRENDINO Chief of Staff, Office of Congressman Joe Morelle
A.J. WOJCIAK Senior Legislative Asst., Cong. Earl Pomeroy

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Retirement RET

Issues relating to retirement security

LobbyistCovered position, as disclosed
STEVEN EICHENAUER Legislative Assistant, U.S. Senator Jack Reed
NANCY O'NEALL —
PATRICK JOHN O'NEILL —
ABBIE SORRENDINO Chief of Staff, Office of Congressman Joe Morelle
A.J. WOJCIAK Senior Legislative Asst., Cong. Earl Pomeroy

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.