Law Firm.
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | STATE STREET GLOBAL ADVISORS TRUST COMPANY |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$10,000 | — | |
| 2026 | METLIFE, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$10,000 | — | |
| 2026 | AMERICAN BENEFITS COUNCIL |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$30,000 | — | |
| 2026 | BROKER/DEALER COORDINATION GROUP |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | — | |
| 2026 | EDWARD JONES INVESTMENTS |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$20,000 | — | |
| 2026 | EMPOWER RETIREMENT LLC |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$10,000 | — | |
| 2026 | FMR LLC |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | — | |
| 2026 | LINCOLN NATIONAL CORPORATION |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$10,000 | — | |
| 2026 | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$10,000 | — | |
| 2026 | NATIONWIDE INSURANCE COMPANIES |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | — |
| Client | Filings | Total Income |
|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 80 | $1,310,000 |
| AMERICAN BENEFITS COUNCIL | 79 | $4,860,000 |
| COMMITTEE OF ANNUITY INSURERS | 79 | $3,500,000 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 79 | $1,600,000 |
| EDWARD JONES INVESTMENTS | 79 | $1,570,000 |
| INSPERITY | 79 | $1,510,000 |
| LINCOLN NATIONAL CORPORATION | 79 | $1,130,000 |
| VANGUARD GROUP | 79 | $1,010,000 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 78 | $1,620,000 |
| NATIONWIDE INSURANCE COMPANIES | 77 | $1,630,000 |
| COLLEGE SAVINGS FOUNDATION | 77 | $1,470,000 |
| TIAA | 77 | $1,330,000 |
| WILLIS NORTH AMERICA INC | 77 | $580,000 |
| AMERICA'S HEALTH INSURANCE PLANS | 76 | $400,000 |
| NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS | 68 | $1,670,000 |
| HOUSING ADVISORY GROUP | 66 | $1,910,000 |
| BROKER/DEALER COORDINATION GROUP | 65 | $1,420,000 |
| SPARK INSTITUTE | 58 | $410,000 |
| U S SUGAR CORP | 54 | $2,270,000 |
| GENWORTH FINANCIAL INC | 54 | $980,000 |
| Name | Disclosed Prior Position |
|---|---|
| JOHN T ADNEY | |
| RICHARD S BELAS | N/A |
| JASON K BORTZ | N/A |
| CATHERINE CREECH | N/A |
| ROBERT B DAVIS | |
| THOMAS A DAVIS | N/A |
| JAMES M DELAPLANE | N/A |
| DEREK B DORN | Senior Financial Counsel, Senator Bingaman |
| THOMAS W EWING | N/A |
| MICHELLE A GARCIA | N/A |
| CHRIS L GASTON | Chief of Staff, Rush Holt |
| MICHAEL L HADLEY | |
| RANDOLF HURST HARDOCK | N/A |
| BRYAN W KEENE | N/A |
| KENT A MASON | N/A |
| JOSEPH FRANCIS MCKEEVER | N/A |
| ADAM MCMAHON | |
| VANDA B. MCMURTRY | Staff Director and Chief Counsel, Senate Finance Committee |
| RYAN R MONTGOMERY | |
| BARBARA A. PATE | N/A |
| ALISON R PEAK | |
| SETH T PERRETTA | N/A |
| CRAIG R SPRINGFIELD | N/A |
| THOMAS L STAPLETON | N/A |
| COURTNEY A ZINTER |