1st Quarter - Report

M FINANCIAL for M FINANCIAL

Period 1st Quarter 2026 Filed Apr 2, 2026 Signed by Joshua Caron

Official filing
Firm
M FINANCIAL
Client
M FINANCIAL
Income
—
Expenses
$50,000
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.

Insurance INS

S.213 - Main Street Tax Certainty Act H.R.703 - Main Street Tax Certainty Act H.R. 1301 - Death Tax Repeal Act S. 587 - Death Tax Repeal Act of 2025 H.R. 7187 - The Clarity for Compensation Act H.R. 1 - One Big Beautiful Bill Act S.2845 - Billionaires Income Tax Act H.R.5427 - Billionaires Income Tax Act

LobbyistCovered position, as disclosed
JOSHUA CARON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1 (119th), S. 587 (119th), H.R. 7187 (119th), H.R. 1301 (119th), H.R. 5427 (119th), H.R. 703 (119th), S. 213 (119th), S. 2845 (119th)

Financial Institutions/Investments/Securities FIN

General Issues related to Life Insurance

LobbyistCovered position, as disclosed
JOSHUA CARON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Labor Issues/Antitrust/Workplace LBR

General Issues related to Life Insurance

LobbyistCovered position, as disclosed
JOSHUA CARON —

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.