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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 1101 Pennsylvania Avenue, NW |
Address2 | Suite 1000 |
City | Washington |
State | DC |
Zip Code | 20004 |
Country | USA |
3. Principal place of business (if different than line 2)
City | New York |
State | NY |
Zip Code | 10022 |
Country | USA |
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5. Senate ID# 400275286-12
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6. House ID# 400530000
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TYPE OF REPORT | 8. Year | 2008 |
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 | |
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: Lisa D. T. Rice, Manager, Political and External Affairs |
Date | 01/16/2009 |
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 AGR
16. Specific lobbying issues
H.R.2419Farm, Nutrition, and Bioenergy Act of 2007 Provisions related to CFTC reauthorization
H.R.6238To provide for an inter-agency working group to study the factors affecting the pricing of crude oil.Met with House and Senate re: broad nature of the legislation
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H.R.6264Legislation to prevent excessive speculation in the OTC derivatives markets for certain energy commodities by limiting participation in those markets.Met with House and Senate re: broad nature of the legislation
H.R.6330Prevent Unfair Manipulation of Prices Act of 2008Met with House and Senate re: broad nature of the legislation
H.R.6334Increasing Transparency & Accountability in Oil Prices Act of 2008Met with House re: broad nature of the legislation
H.R.6377Energy Markets Emergency Act of 2008Met with House and Senate re: broad nature of the legislation
H.R.6604Commodity Markets Transparency and Accountability Act of 2008Met with House re: broad nature of the legislation
S.3130Increasing Transparency & Accountability in Oil Prices Act of 2008Met with House and Senate re: broad nature of the legislation
S.3714Derivatives Trading Integrity Act of 2008All provisions
Met with Senate and House staff regarding legislation to curtail "excessive" speculation in the energy commodity futures markets.
Met with Senate and House staff regarding issues related to credit derivatives and credit default swaps.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Commodity Futures Trading Commission (CFTC)
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 |
Nicholas |
Calio |
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Robert |
Getzoff |
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James |
Ryan |
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Robert |
Schellhas |
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Heather |
Wingate |
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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 BAN
16. Specific lobbying issues
H.R.140Financial Services Diversity Initiative All provisions
H.R.946Overdraft Protection ActAll provisions
H.R.1424Emergency Economic Stabilization Act of 2008All provisions
H.R.1852Federal Housing Administration Modernization ActAll provisions
H.R.3012Fair Mortgage Practices Act of 2007All provisions
H.R.3221Renewable Energy and Energy Conservation Tax Act of 2007All provisions
H.R.3609Emergency Home Ownership and Mortgage Equity Protection Act of 2007All provisions
H.R.3648Mortgage Forgiveness Debt Relief Act of 2007All provisions
H.R.3837Escrow, Appraisal and Mortgage Servicing Improvements ActAll provisions
H.R.3915Mortgage Reform and Anti-predatory Lending Act of 2007All provisions
H.R.3997Heroes Earnings Assistance and Relief Tax Act of 2007All provisions
H.R.4178Emergency Mortgage Loan Modification Act of 2007All provisions
H.R.5140Economic Stimulus Act of 2008All provisions
H.R.5579Emergency Mortgage Loan Modification Act of 2008All provisions
H.R.5830FHA Housing Stabilization and Homeownership Retention Act of 2008All provisions
H.RES.1525Providing for consideration of the Senate amendments to the bill (H.R. 1424) to amend section 712 of the Employee Retirement Income Security Act of 1974, section 2705 of the Public Health Service Act, section 9812 of the Internal Revenue Code of 1986 to require equity in the provision of mental health and substance-related disorder benefits under group health plans, to prohibit discrimination on the basis of genetic information with respect to health insurance and employment, and for other purposes. All provisions
S.1222Stop Mortgage Fraud Transactions ActAll provisions
S.1299Borrower Protection ActAll provisions
S.2036Protecting Access to Save Mortgages ActAll provisions
S.2133HOMES ActAll provisions
S.2136Helping Families Save Their Homes in Bankruptcy Act of 2007All provisions
S.2338FHA Modernization Act of 2007All provisions
S.2542The Home Ownership Preservation & Protection Act of 2007All provisions
S.2595Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Mortgage Licensing Act) All provisions
S.2636Foreclosure Prevention ActAll provisions
S.2734Security Against Foreclosures and Education Act (SAFE Act)All provisions
Chris Dodd's Proposal to Mitigate Foreclosures and Restore Liquidity to the Mortgage MarketsAll provisions
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Natl Economic Council (NEC), Council of Economic Advisers (CEA), White House Office, Treasury - Dept of
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 |
Christine |
Burgeson |
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Nicholas |
Calio |
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Robert |
Getzoff |
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James |
Ryan |
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Robert |
Schellhas |
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Maura |
Solomon |
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Paul |
Thornell |
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Heather |
Wingate |
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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 CPT
16. Specific lobbying issues
H.R.1908Patent Reform ActAll provisions
S.1145Patent Reform ActAll provisions
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Executive Office of the President (EOP), Patent & Trademark Office (PTO), Treasury - Dept of
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 |
Nicholas |
Calio |
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James |
Ryan |
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Robert |
Schellhas |
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Paul |
Thornell |
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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 EDU
16. Specific lobbying issues
EDU H.R.6889To extend the authority of the Secretary of Education to purchase guaranteed student loans for an additional year, and for other purposes.Provisions related to student loans
Contact with officials to discuss proposals regarding commercial paper rate that impacts student loan funding.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Education - Dept of, Treasury - Dept of
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 |
Christine |
Burgeson |
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Nicholas |
Calio |
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Robert |
Schelhas |
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Paul |
Thornell |
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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
H.R.873Credit Card Payment Fee Act of 2007All provisions
H.R.1461Credit CARD Act of 2007All provisions
H.R.1510Credit Card Repayment Act of 2007All provisions
H.R.2146Universal Default Prohibition Act of 2007All provisions
H.R.3347Student Credit Card Protection Act of 2008All provisions
H.R.5244Credit Card Holders' Bill of RightsAll provisions
H.R.5546Credit Card Fair Fee Act of 2008All provisions
H.R.6248Credit Card Interchange Fees Act of 2008All provisions
H.R.6620Gas Pump Fair Payment Act of 2008All provisions
H.R.7258The Consumer Credit Safety CommissionAll provisions
S.1176Credit Card Minimum Payment Warning Act of 2007All provisions
S.1309Universal Default Prohibition Act of 2007All provisions
S.1395Stop Unfair Practices in Credit Cards Act of 2007All provisions
S.1925Student Credit Card Protection Act of 2007All provisions
S.2411Credit Card Safety Star Act of 2007All provisions
S.2542Credit Card Minimum Payment Notification Act of 2008All provisions
S.2753Credit Card Reform ActAll provisions
S.3086Credit Card Fair Fee Act of 2008All provisions
S.3252Credit Card Accountability, Responsibility and Disclosure Act of 2008All provisions
S.3629The Consumer Credit Safety CommissionAll provisions
Subprime Lending Secondary Market Issues - Assignee Liability
Sovereign Wealth Fund issues
Met with House and Senate members and staff regarding Over-the-Counter (OTC) Credit Derivatives market issues.
Met with House staff regarding market data issues.
Met with House and Senate Members and staff on credit card issues and pending Federal Reserve Board proposed rules on unfair or deceptive acts or practices.
Met with Senate and House staff regarding issues related to credit derivatives and credit default swaps.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, U.S. Trade Representative (USTR), Treasury - Dept of, Natl Economic Council (NEC), Commerce - Dept of (DOC), State - Dept of (DOS), Federal Reserve System
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 |
Christine |
Burgeson |
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Nicholas |
Calio |
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Robert |
Getzoff |
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James |
Ryan |
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Robert |
Schellhas |
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Maura |
Solomon |
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Paul |
Thornell |
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Heather |
Wingate |
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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 LBR
16. Specific lobbying issues
H.R.3685The Employment Non-Discrimination ActAll provisions
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Executive Office of the President (EOP)
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 |
Nicholas |
Calio |
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Paul |
Thornell |
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Heather |
Wingate |
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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 TAX
16. Specific lobbying issues
H.R.878To amend the Internal Revenue Code of 1986 to require broker reporting of customer's basis in securities transactions, and for other purposes.All provisions
H.R.1424Emergency Economic Stabilization Act of 2008Provisions relating to extension of expiring tax provisions
H.R.1509Active Financing - Subpart F: To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing incomeAll provisions
H.R.3321The Housing Assistance Tax Act of 2008Provisions relating to reporting by merchant/acquiring banks on credit card reimbursements to merchants
H.R.3735To amend the Internal Revenue Code of 1986 to allow permanent look-through treatment of payments between related foreign corporations.All provisions
H.R.4912To amend the IRC with respect to the tax treatment of certain derivativesAll provisions
H.R.5267The Business Activity Tax Simplification Act of 2008All provisions
H.R.6049Renewable Energy and Tax Extender Act of 2008 (Renewable Energy and Job Creation Act of 2008)Provisions relating to active financing and subpart F look-through
HR6333The Municipal Bond Market Support Act of 2008Provisions relating to IRS Sec. 265(b)
S.940Active Financing - Subpart F: To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing incomeAll provisions
S.1273To amend the Internal Revenue Code of 1986 to allow permanent look-through treatment of payments between related foreign corporations.All provisions
S.1726The Business Activity Tax Simplification Act of 2007All provisions
S.2886Alternative Minimum Tax and Extenders Tax Relief Act of 2008Provisions relating to AFE and subpart F look-through
S.3125Energy Independence and Tax Relief Act of 2008 Provisions relating to AFE and subpart F look-through
S.3335The Jobs, Energy, Families, and Disaster Relief Act of 2008Provisions relating to extension of expiring tax provisions
S.3518The Municipal Bond Market Support Act of 2008Provisions relating to IRS Sec. 265(b)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Executive Office of the President (EOP), Treasury - Dept of
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 |
Christine |
Burgeson |
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Nicholas |
Calio |
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Robert |
Getzoff |
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Jeffrey |
Levey |
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James |
Ryan |
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Robert |
Schellhas |
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Paul |
Thornell |
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Heather |
Wingate |
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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 TRD
16. Specific lobbying issues
S.122Trade Adjustment Assistance Improvement Act of 2007All provisions
Panama, Colombia and Korea Free Trade AgreementsProvisions related to the Financial Services sector
WTO Trade Round of Negotiations
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Executive Office of the President (EOP), Natl Economic Council (NEC), Natl Security Council (NSC), State - Dept of (DOS), Commerce - Dept of (DOC), U.S. Trade Representative (USTR)
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 |
Michael |
Andrews |
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Nicholas |
Calio |
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Laura |
Lane |
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Robert |
Schellhas |
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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 RET
16. Specific lobbying issues
H.R.3185401(k) Fair Disclosure for Retirement Security Act of 2007Provisions related to defined contribution plans
H.R.3765Defined Contribution Plan Fee Transparency Act of 2007Provisions related to defined contribution plans
S.2473Defined Contribution Fee Disclosure Act of 2007Provisions related to defined contribution plans
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
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 |
Nicholas |
Calio |
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Robert |
Getzoff |
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Robert |
Schellhas |
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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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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 | 3 | 5 |
2 | 4 | 6 |
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 | 5 | 9 |
2 | 6 | 10 |
3 | 7 | 11 |
4 | 8 | 12 |