Law Firm
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2025 | VERMONT CAPTIVE INSURANCE ASSOCIATION |
1st Quarter (Jan 1 - Mar 31) AMENDED |
$8,000 | — | |
| 2025 | VERMONT CAPTIVE INSURANCE ASSOCIATION |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report (No Activity) |
— | — | |
| 2025 | RISK AND INSURANCE MANAGEMENT SOCIETY |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$15,000 | — | |
| 2024 | LION CAVE |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Termination (No Activity) |
— | — | |
| 2024 | FIDEM ENERGY, LLC |
4th Quarter (Oct 1 - Dec 31) AMENDED |
$10,000 | — | |
| 2024 | LION CAVE |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report (No Activity) |
— | — | |
| 2024 | RISK AND INSURANCE MANAGEMENT SOCIETY |
4th Quarter (Oct 1 - Dec 31) AMENDED |
$15,000 | — | |
| 2024 | FIDEM ENERGY, LLC |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$15,000 | — | |
| 2024 | VERMONT CAPTIVE INSURANCE ASSOCIATION |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report (No Activity) |
— | — | |
| 2024 | FIDEM ENERGY, LLC |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Termination (No Activity) |
— | — |
| Client | Filings | Total Income |
|---|---|---|
| RISK AND INSURANCE MANAGEMENT SOCIETY | 79 | $879,000 |
| VERMONT CAPTIVE INSURANCE ASSOCIATION | 57 | $250,000 |
| COMMUNITY FINANCIAL SERVICES ASSOCIATION OF AMERICA | 55 | — |
| AMERICAN BANKERS ASSOCIATION INSURANCE COUNCIL | 39 | $45,000 |
| COALITION TO EXPAND THE RISK RETENTION ACT | 34 | $30,000 |
| COALITION FOR FAIR COMPETITION | 30 | $20,000 |
| ATTORNEYS LIABILITY PROTECTION SOCIETY CORPORATION | 23 | $10,000 |
| UNITED EDUCATORS | 23 | $10,000 |
| ROCKY VISTA UNIVERSITY | 22 | $125,500 |
| MEDICAL INFORMATION ADMINISTRATIVE SERVICES | 18 | $70,000 |
| FINANCIAL PLANNING ASSOCIATION | 9 | $20,000 |
| VERTRUE INCORPORATED (PREVIOUSLY KNOWN AS MEMBERWORKS) | 9 | — |
| LION CAVE | 7 | $16,000 |
| COALITION FOR FAIRNESS TO CAPTIVE INSURERS | 6 | $110,000 |
| FIDEM ENERGY, LLC | 6 | $30,000 |
| Name | Disclosed Prior Position |
|---|---|
| ROBERT BATSON | Attorney |
| JEFFREY MARK KLEIN | attorney |
| CHRYS D LEMON | N/A |
| ADAM DANIEL MAAREC | |
| JAMES T MCINTYRE | N/A |
| ELI K PETERSON | N/A |