3rd Quarter - Report — FINSECA for FINSECA (2026)

Firm

FINSECA

Client

FINSECA

Income

—

Expenses

$590,000

Expense method

C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Taxation/Internal Revenue Code TAX

H.R. 1301 / S. 587 - Death Tax Repeal Act of 2025 Issues related to H. Con. Res. 14 - Concurrent Resolution Establishing the Congressional Budget for Fiscal Year 2025 and Setting Forth Appropriate Budgetary Levels for Fiscal Years 2026 Through 2034 Issues related to S. 4279 - Protecting Proper Life Insurance from Abuse Act and Private Placement Life Insurance (PPLI) H.R. 2547 / S. 1335 - Secure Family Futures Act of 2025 Issues related to H.R. 1 / Public Law 119-21 - One Big Beautiful Bill Act, including implementation of Trump Accounts Issues related to H.R. 5427 / S. 2845 - Billionaires Income Tax Act H.R. 6324 - Retirement Simplification and Clarity Act H.R. 2696 / S. 1526 - Retirement Savings for Americans Act of 2025 H.R. 8867 - Planning for Long-Term Aging Needs (PLAN) Act Issues related to retirement security H.R. 6438 / S. 4662 - Redistribution of Billions by Instituting New High-Income Obligations on Overlooked Debt Act, or the ROBINHOOD Act

Lobbyist	Covered position, as disclosed
MARC R CADIN	—
JENNIFER PAIGE FOX	—
ROBERT SCHELLHAS	—

Contacted: Labor, Dept of (DOL); Treasury, Dept of; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1301 (119th), S. 1526 (119th), H.R. 8867 (119th), S. 1335 (119th), S. 4279 (119th), H.R. 2696 (119th), S. 2845 (119th), S. 587 (119th), H.Con.Res. 14 (119th), H.R. 6324 (119th), H.R. 5427 (119th), H.R. 6438 (119th), S. 4662 (119th), H.R. 2547 (119th), H.R. 1 (119th)

Insurance INS

Issues related to life insurance Issues related to Information Reporting and Transfer for Valuable Consideration Rules for Section 1035 Exchanges of Life Insurance and Certain Other Life Insurance Contract Transactions (REG-108054-21)

Lobbyist	Covered position, as disclosed
MARC R CADIN	—
JENNIFER PAIGE FOX	—
ROBERT SCHELLHAS	—

Contacted: SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Labor, Dept of (DOL)

Financial Institutions/Investments/Securities FIN

H.R. 1777 / S. 1561 - Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 S. 1208 - Privacy Act Modernization Act of 2025 Issues related to the regulation of nonbank financial institutions H.R. 3383 - INVEST Act H.R. 7187 - Clarity for Compensation Act Comment Letter to SEC re: E-Delivery File No. S7-2026-25 / RIN 3235-AN57 Comment Letter to Treasury re: Employer Contributions to Trump Accounts RIN1545-BS19 Joint Trades CEO Letter to Senate Banking Committee re: 403b-CIT Legislation Issues related to SEC Rule 206(4)-5

Lobbyist	Covered position, as disclosed
MARC R CADIN	—
JENNIFER PAIGE FOX	—
ROBERT SCHELLHAS	—

Contacted: Treasury, Dept of; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE

Bills named: H.R. 7187 (119th), S. 1561 (119th), S. 1208 (119th), H.R. 3383 (119th), H.R. 1777 (119th)

Labor Issues/Antitrust/Workplace LBR

H.R. 20 / S. 852 - Richard L. Trumka Protecting the Right to Organize Act of 2025

Lobbyist	Covered position, as disclosed
MARC R CADIN	—
JENNIFER PAIGE FOX	—
ROBERT SCHELLHAS	—

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Justice, Dept of (DOJ); Labor, Dept of (DOL); Treasury, Dept of

Bills named: H.R. 20 (119th), S. 852 (119th)

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.