4th Quarter - Report — YODLEE INC. for YODLEE INC. (2016)

Firm

YODLEE INC.

Client

YODLEE INC.

Income

—

Expenses

$80,000

Expense method

A: Lobbying Disclosure Act definitions

What was lobbied

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

Banking BAN

Consumer-permissioned financial data access; regulation of bank third parties

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

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; Securities & Exchange Commission (SEC); Federal Reserve System; Office of the Comptroller of the Currency (OCC); Office of Science & Technology Policy (OSTP); Federal Deposit Insurance Corporation (FDIC); SENATE; Internal Revenue Service (IRS); Natl Economic Council (NEC); Consumer Financial Protection Bureau (CFPB)

Financial Institutions/Investments/Securities FIN

Consumer-permissioned financial data access issues

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

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Natl Economic Council (NEC); Office of Science & Technology Policy (OSTP); Treasury, Dept of; Internal Revenue Service (IRS); Federal Deposit Insurance Corporation (FDIC); Office of the Comptroller of the Currency (OCC); Federal Reserve System; Securities & Exchange Commission (SEC); Consumer Financial Protection Bureau (CFPB)

Retirement RET

DOL Fiduciary Rule

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

Contacted: Consumer Financial Protection Bureau (CFPB); SENATE; Office of Science & Technology Policy (OSTP); Office of the Comptroller of the Currency (OCC); Internal Revenue Service (IRS); Federal Deposit Insurance Corporation (FDIC); Treasury, Dept of; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Natl Economic Council (NEC); Federal Reserve System

Computer Industry CPI

Consumer-permissioned API access, cybersecurity

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

Contacted: Federal Deposit Insurance Corporation (FDIC); Securities & Exchange Commission (SEC); Consumer Financial Protection Bureau (CFPB); HOUSE OF REPRESENTATIVES; Federal Reserve System; Treasury, Dept of; Office of Science & Technology Policy (OSTP); Natl Economic Council (NEC); Office of the Comptroller of the Currency (OCC); SENATE; Internal Revenue Service (IRS)

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.