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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 600 13th Street NW |
Address2 | Suite 400B |
| City | WASHINGTON |
State | DC |
Zip Code | 20005 |
Country | USA |
3. Principal place of business (if different than line 2)
| City | Baltimore |
State | MD |
Zip Code | 21202 |
Country | USA |
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5. Senate ID# 44093-12
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6. House ID# 343550000
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| TYPE OF REPORT | 8. Year | 2025 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
| 10. Check if this is a Termination Report | Termination Date |
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11. No Lobbying Issue Activity |
| INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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| 12. Lobbying | 13. Organizations | ||||||||
| INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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| Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
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Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
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| Signature | Digitally Signed By: Sean Cassidy |
Date | 7/21/2025 3:18:09 PM |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code RET
16. Specific lobbying issues
Public Law 111-203, H.R. 4173- Dodd-Frank Wall Street Reform and Consumer Protection Act. Issue: Implementation, Global Capital Standards and Regulatory reform.
S.__ - Data Care Act. The legislation would establish duties of care, loyalty, and confidentiality, and a violation of the duties would be treated as a violation of a Federal Trade Commission (FTC) rule with fine authority. Issue: Data Privacy
H.R.__/S.__ Online Privacy Act - The legislation would provide for individual rights relating to privacy of personal information, to establish privacy and security requirements for covered entities relating to personal information, and to establish an agency to be known as the Digital Privacy Agency to enforce such rights and requirements. Issue: Data Privacy
H.R.__/S.__ DELETE Act - This bill would establish a centralized system to allow individuals to request the simultaneous deletion of their personal information across all data brokers. Issue: Data Privacy.
H.R.__/S.__ - Algorithmic Accountability Act. This bill would direct the Federal Trade Commission to require impact assessments of automated decision systems and augmented critical decision processes. Issue: Algorithmic Accountability.
S.__ - Artificial Intelligence Civil Rights Act. The bill would establish protections for individual rights with respect to computational algorithms. Issue: Artificial Intelligence (AI).
H.R.__ - Responsible AI Disclosure Act. The bill would require the Federal financial agencies to carry out a study and report on standardized descriptions for vendor-provided artificial intelligence systems. Issue: Artificial Intelligence (AI).
H.R.__ and S.__ - Draft data privacy legislation. Issue: Data Privacy
H.R.__ - Draft cybersecurity legislation. Issue: Cybersecurity
Issue: Artificial Intelligence (AI).
Issue: Business interruption insurance.
Issue: Draft legislation that would require notice of data security breaches. Issue: Cybersecurity and Privacy.
H.R.1777/S.1561 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issue: remote online notarization.
H.R.2441 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issue: Electronic delivery.
H.R.1013/S.424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issue: Retirement security
HR.1 - The One Big Beautiful Bill Act
S.__ - Protecting Proper Life Insurance from (PPLI) Abuse Act. This bill would restrict the use of private placement life insurance.
HR.2547/S.1335 - Secure Family Futures Act of 2025
Issues related to the reduction or elimination of state and local tax deductions for businesses.
H.R.2163 No Penalties for Victims of Fraud Act - The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions.
H.R.2696/S.1526 Retirement Savings for Americans Act (RSAA) - This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Sean |
Cassidy |
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Michael |
Myers |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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4 |
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
| Name | Address |
Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
| 1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
| Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
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% | |||||||||||||
28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
| 1 | 3 | 5 |
| 2 | 4 | 6 |
CONVICTIONS DISCLOSURE
29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery,
extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?
| Lobbyist Name | Description of Offense(s) |