Filings

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Year	Client	Period	Income	Expenses	Doc
2019	POLICY AND TAXATION GROUP	3rd Quarter (July 1 - Sep 30) 3rd Quarter - Termination (No Activity)	—	—
2019	POLICY AND TAXATION GROUP	2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report (No Activity)	—	—
2019	POLICY AND TAXATION GROUP	1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report (No Activity)	—	—
2018	POLICY AND TAXATION GROUP	4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report (No Activity)	—	—
2018	POLICY AND TAXATION GROUP	3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report (No Activity)	—	—
2018	POLICY AND TAXATION GROUP	2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report (No Activity)	—	—
2018	POLICY AND TAXATION GROUP	1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report (No Activity)	—	—
2017	POLICY AND TAXATION GROUP	4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report (No Activity)	—	—
2017	POLICY AND TAXATION GROUP	3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report (No Activity)	—	—
2017	POLICY AND TAXATION GROUP	2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report (No Activity)	—	—

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Clients Represented

Client	Filings	Total Income
POLICY AND TAXATION GROUP	50	—
GENWORTH FINANCIAL, INC.	12	$50,000
ALTRIA CLIENT SERVICES	11	$390,000
NAREIT (ON BEHALF OF TIMBERLAND REIT)	8	$110,000
EXXON MOBIL	8	$50,000
ASSOCIATION OF INSTITUTIONAL INVESTORS	7	$250,000
SOUTHERN COMPANY	7	$150,000
TIAA-CREF	7	$120,000
AMERICANS FOR AFFORDABLE CLIMATE POLICY	7	$7,500
XCEL ENERGY	5	$35,000
NATIONAL ALLIANCE OF FOREST OWNERS	4	$20,000
FIFTH THIRD BANK	3	$6,000

Lobbyists

Name	Disclosed Prior Position
ROSEMARY BECCHI	Tax Counsel, Senate Finance Committee
DANIEL M. CHUNG
CHARLES D FOX	N/A
CHARLYN IOVINO
JAMES Y KERR
LAI LAM	Asst to the Chief of Staff, Senate Finance Com
RUSSELL W. SULLIVAN	Staff Director, U.S. Senate Finance Committee
JONATHAN VOGEL