Law Firm.
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | TIAA |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$10,000 | — | |
| 2026 | MISSIONSQUARE RETIREMENT |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | — | |
| 2026 | VANGUARD GROUP |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | — | |
| 2026 | COLLEGE SAVINGS FOUNDATION |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | — | |
| 2026 | GIRL SCOUTS OF THE USA |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Termination (No Activity) |
— | — | |
| 2025 | EDWARD JONES INVESTMENTS |
4th Quarter (Oct 1 - Dec 31) AMENDED |
$40,000 | — | |
| 2025 | SPARK INSTITUTE |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$10,000 | — | |
| 2025 | INSPIRA FINANCIAL |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | — | |
| 2025 | TIAA |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$10,000 | — | |
| 2025 | VANGUARD GROUP |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | — |
| Client | Filings | Total Income |
|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 79 | $1,310,000 |
| AMERICAN BENEFITS COUNCIL | 78 | $4,830,000 |
| COMMITTEE OF ANNUITY INSURERS | 78 | $3,500,000 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | 78 | $1,590,000 |
| EDWARD JONES INVESTMENTS | 78 | $1,550,000 |
| INSPERITY | 78 | $1,510,000 |
| LINCOLN NATIONAL CORPORATION | 78 | $1,120,000 |
| VANGUARD GROUP | 78 | $1,010,000 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSN | 77 | $1,610,000 |
| NATIONWIDE INSURANCE COMPANIES | 76 | $1,630,000 |
| COLLEGE SAVINGS FOUNDATION | 76 | $1,460,000 |
| TIAA | 76 | $1,330,000 |
| WILLIS NORTH AMERICA INC | 76 | $580,000 |
| AMERICA'S HEALTH INSURANCE PLANS | 75 | $400,000 |
| NATIONAL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATIONS | 67 | $1,660,000 |
| HOUSING ADVISORY GROUP | 66 | $1,910,000 |
| BROKER/DEALER COORDINATION GROUP | 64 | $1,420,000 |
| SPARK INSTITUTE | 57 | $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 |