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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 11921 Freedom Drive Suite 1100 |
Address2 |
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City | Reston |
State | VA |
Zip Code | 20190 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 298034-12
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6. House ID# 371830000
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TYPE OF REPORT | 8. Year | 2014 |
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. | ||||||||
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 |
Signature | Digitally Signed By: MARC CADIN |
Date | 1/20/2015 11:54:58 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 TAX
16. Specific lobbying issues
H.R. 25, S. 122, Fair Tax Act of 2013
H.R. 782, Permanently Repeal the Estate Tax Act of 2013
H.R. 2429, S. 1183, Death Tax Repeal Act of 2013
H.R. 147, H.R. 177, H.R. 782 Death Tax Repeal Act
Issues related to H.R. 766, S. 321, Paying a Fair Share Act of 2013
H.R. 2117, Retirement Plan Simplification and Enhancement Act of 2013
H.R. 837, Saving for American Families Futures Act of 2013
S. 1270, Secure Annuities for Employee (SAFE) Retirement Act of 2013
Issues related to H. Con. Res. 25, S. Con. Res. 8, Concurrent Resolution on the Budget for Fiscal Year 2014
S. 8, End Wasteful Tax Loopholes Act
S. Con. Res. 12, A concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement
H.R. 1040, Flat Tax Act
H.R. 352, Tax Code Termination Act
S. 1085, Small Business Tax Certainty and Growth Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
Issues related to H.R. 1 (Reserved for the Speaker)
H.R. __, The Tax Reform Act of 2014
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 |
David |
Stertzer |
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CEO |
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Marc |
Cadin |
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Senior VP of Government Affairs |
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Chris |
Morton |
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VP of Legislative Affairs |
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Justin |
Brown |
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Tom |
Korb |
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David |
Hollingsworth |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
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 INS
16. Specific lobbying issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
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 |
David |
Stertzer |
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CEO |
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Marc |
Cadin |
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Senior VP of Government Affairs |
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Chris |
Morton |
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VP of Legislative Affairs |
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Justin |
Brown |
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Tom |
Korb |
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David |
Hollingsworth |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
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 FIN
16. Specific lobbying issues
Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act
S. 534, H.R. 1064, H.R. 1155, National Association of Registered Agents and Brokers Reform Act of 2013
H.R. 1135, Burdensome Data Collection Relief Act
Issues related to H.R. 1062, The SEC Regulatory Accountability Act
H.R. 1627, Investment Adviser Examination Improvement Act of 2013
H.R. 2374, Retail Investor Protection Act
Issues related to The Jumpstart our Business Startups Act
H.R.1618, To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee
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 |
David |
Stertzer |
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CEO |
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Marc |
Cadin |
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Senior VP of Government Affairs |
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Chris |
Morton |
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VP of Legislative Affairs |
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Justin |
Brown |
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Tom |
Korb |
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David |
Hollingsworth |
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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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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 |