4th Quarter - Report

FMR LLC for FMR LLC

Firm
Client
Income
—
Expenses
$410,000
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.

Retirement RET

Retirement policy; retirement savings enhancements; RETIRE Act (H.R.1256)

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

Contacted: Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Labor, Dept of (DOL); SENATE; Federal Reserve System; Commodity Futures Trading Commission (CFTC); Treasury, Dept of; Natl Economic Council (NEC)

Bills named: H.R. 1256 (116th)

Immigration IMM

digitization of I-9 process

LobbyistCovered position, as disclosed
ALICE JOE —

Contacted: SENATE; Office of the Comptroller of the Currency (OCC); Federal Reserve System; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Treasury, Dept of; Securities & Exchange Commission (SEC); Commodity Futures Trading Commission (CFTC); Natl Economic Council (NEC)

Financial Institutions/Investments/Securities FIN

Equity market structure and trading regulation; systemic risk regulation; e-delivery; investment advice regulation; data aggregation; digital assets; anti-money laundering legislation (S. 2563 - ILLICIT Cash Act (beneficial ownership)); regulatory relief related to COVID; remote notarization; Environmental, Social, and Governance (ESG) regulation; Chinese Military Companies Executive Order (implementation); money market fund regulation

LobbyistCovered position, as disclosed
KRISTY CROUSHORE —
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 —
SCOTT ORR —
ANDREW VERMILYE —

Contacted: Securities & Exchange Commission (SEC); SENATE; Federal Reserve System; HOUSE OF REPRESENTATIVES; Office of the Comptroller of the Currency (OCC); Commodity Futures Trading Commission (CFTC); Treasury, Dept of; Labor, Dept of (DOL); Natl Economic Council (NEC)

Bills named: S. 2563 (116th)

Taxation/Internal Revenue Code TAX

Health savings accounts; student debt repayment tax incentives; tax treatment of financial products; retirement savings tax incentives; S.3995-Remote and Mobile Worker Relief Act of 2020 (remote worker state payroll tax withholding); S.2999-Primary Care Enhancement Act (HSA eligibility)

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

Contacted: Federal Reserve System; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Commodity Futures Trading Commission (CFTC); Treasury, Dept of; Labor, Dept of (DOL); SENATE; Office of the Comptroller of the Currency (OCC); Natl Economic Council (NEC)

Bills named: S. 2999 (116th), S. 3995 (116th)

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.