Year-End Report — THE OPTIONS CLEARING CORPORATION for OPTIONS CLEARING CORPORATION (2007)

Firm

THE OPTIONS CLEARING CORPORATION

Client

OPTIONS CLEARING CORPORATION

Income

—

Expenses

$346,486

What was lobbied

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

Taxation/Internal Revenue Code TAX

P.L. 97-34, Tax Incentive Act of 1981, seeking technical corrections to the Tax Straddle Rules; H.R. 2834, To amend the Internal Revenue Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services, all provisions related to carried interest; H.R. 3996, Temporary Tax Relief Act of 2007, Title VI, all provisions related to carried interest

Lobbyist	Covered position, as disclosed
BRADLEY EDGELL	LEGISLATIVE DIRECTOR, REP. JIM MARSHALL
SUSAN MILLIGAN	N/A
GREG W THOMAS	LEGISLATIVE DIRECTOR, REP. J. GRESHAM BARRETT

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; Federal Reserve System; Homeland Security, Dept of (DHS); SENATE; Commodity Futures Trading Commission (CFTC); Securities & Exchange Commission (SEC)

Bills named: H.R. 2834 (110th), H.R. 3996 (110th)

Homeland Security HOM

S. 4, Improving America's Security by Implementing Unfinished Recommendations of the 9/11 Commission Act, Titles VIII and XI, all provisions related to private sector preparedness and critical infrastructure protection; H.R. 1, Implementing the 9/11 Commission Recommendations Act of 2007, Titles VII, IX, and XI, all provisions related to private sector preparedness and critical infrastructure protection;

Lobbyist	Covered position, as disclosed
BRADLEY EDGELL	LEGISLATIVE DIRECTOR, REP. JIM MARSHALL
SUSAN MILLIGAN	N/A
GREG W THOMAS	LEGISLATIVE DIRECTOR, REP. J. GRESHAM BARRETT

Contacted: Homeland Security, Dept of (DHS); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Securities & Exchange Commission (SEC); Commodity Futures Trading Commission (CFTC); SENATE; Federal Reserve System

Bills named: S. 4 (110th), H.R. 1 (110th)

Financial Institutions/Investments/Securities FIN

P.L. 91-598, Securities Investor Protection Act of 1970, seeking amendment relating to portfolio margining; H.R.___ Discussion Draft, CFTC Reauthorization Act of 2007, seeking amendment relating to portfolio margining; H.R. 2419, Food and Energy Security Act of 2007, Title XIII, all provisions relating to portfolio margining;

Lobbyist	Covered position, as disclosed
BRADLEY EDGELL	LEGISLATIVE DIRECTOR, REP. JIM MARSHALL
SUSAN MILLIGAN	N/A
GREG W THOMAS	LEGISLATIVE DIRECTOR, REP. J. GRESHAM BARRETT

Contacted: Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; Treasury, Dept of; SENATE; Securities & Exchange Commission (SEC); Federal Reserve System; Homeland Security, Dept of (DHS)

Bills named: H.R. 2419 (110th)

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.