3rd Quarter - Report — YODLEE INC. for YODLEE INC. (2017)

Firm

YODLEE INC.

Client

YODLEE INC.

Income

—

Expenses

$120,000

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.

Financial Institutions/Investments/Securities FIN

Consumer-permissioned financial data access issues; alternative data and credit reporting

Lobbyist	Covered position, as disclosed
STEVEN BOMS	Legislative Director, Rep. Gary L. Ackerman

Contacted: Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Financial Crimes Enforcement Network (FinCEN); Treasury, Dept of; Office of the Comptroller of the Currency (OCC); SENATE; Consumer Financial Protection Bureau (CFPB); Natl Economic Council (NEC); Federal Reserve System; Federal Deposit Insurance Corporation (FDIC)

Computer Industry CPI

Consumer-permissioned data access, cyber and data security

Lobbyist	Covered position, as disclosed
STEVEN BOMS	Legislative Director, Rep. Gary L. Ackerman

Contacted: HOUSE OF REPRESENTATIVES; Federal Reserve System; Federal Deposit Insurance Corporation (FDIC); Treasury, Dept of; Office of the Comptroller of the Currency (OCC); Financial Crimes Enforcement Network (FinCEN); Natl Economic Council (NEC); SENATE; Securities & Exchange Commission (SEC); Labor, Dept of (DOL); Consumer Financial Protection Bureau (CFPB)

Banking BAN

Consumer-permissioned financial data access; regulation of bank third-parties

Lobbyist	Covered position, as disclosed
STEVEN BOMS	Legislative Director, Rep. Gary L. Ackerman

Contacted: Natl Economic Council (NEC); HOUSE OF REPRESENTATIVES; Consumer Financial Protection Bureau (CFPB); Labor, Dept of (DOL); Federal Reserve System; Securities & Exchange Commission (SEC); SENATE; Office of the Comptroller of the Currency (OCC); Federal Deposit Insurance Corporation (FDIC); Treasury, Dept of; Financial Crimes Enforcement Network (FinCEN)

Retirement RET

Fiduciary standards

Lobbyist	Covered position, as disclosed
STEVEN BOMS	Legislative Director, Rep. Gary L. Ackerman

Contacted: HOUSE OF REPRESENTATIVES; Financial Crimes Enforcement Network (FinCEN); Office of the Comptroller of the Currency (OCC); Federal Deposit Insurance Corporation (FDIC); Natl Economic Council (NEC); Consumer Financial Protection Bureau (CFPB); SENATE; Securities & Exchange Commission (SEC); Labor, Dept of (DOL); Federal Reserve System; 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.