4th Quarter - Report

FMR LLC for FMR LLC

Firm
Client
Income
—
Expenses
$680,000
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.

Financial Institutions/Investments/Securities FIN

Equity market structure and trading regulation; money market fund legislation; systemic risk regulation; systemic risk legislation; stress testing relief legislation; cyber-security; e-Delivery; RETIRE Act; CHOICE Act; data aggregation; IABD Fiduciary Rule

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

Contacted: HOUSE OF REPRESENTATIVES; Internal Revenue Service (IRS); Securities & Exchange Commission (SEC); SENATE; Consumer Financial Protection Bureau (CFPB); Treasury, Dept of; Labor, Dept of (DOL)

Taxation/Internal Revenue Code TAX

Tax treatment of financial products; Retirement tax incentives; tax reform legislation; health savings accounts

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

Contacted: Consumer Financial Protection Bureau (CFPB); Internal Revenue Service (IRS); Treasury, Dept of; Labor, Dept of (DOL); SENATE; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC)

Retirement RET

ERISA fiduciary investment advice rule; DOL state retirement plan pre-emption rule; retirement policy

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

Contacted: HOUSE OF REPRESENTATIVES; Internal Revenue Service (IRS); Labor, Dept of (DOL); SENATE; Securities & Exchange Commission (SEC); Consumer Financial Protection Bureau (CFPB); Treasury, Dept of

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.