1st Quarter - Report
CFA INSTITUTE for CFA INSTITUTE
Firm
Client
Income
—
Expenses
—
No amount is shown when the filer reports less than $5,000 for the period, which the form does not ask them to state.
What was lobbied
One issue area, each in the filer's own words, with who lobbied on it and where.
Financial Institutions/Investments/Securities FIN
SEC Corporation Finance - Discussions regarding SEC pending rulemaking on quarterly vs. seminannual reporting and Regulation S-K. SEC Division of Economic Research and Analysis - Discussion regarding AI and data tagging.
| Lobbyist | Covered position, as disclosed |
|---|---|
| SANDRA PETERS | — |
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.