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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 800 Maine Ave. SW Floor 7 |
Address2 |
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| City | Washington |
State | DC |
Zip Code | 20024 |
Country | USA |
3. Principal place of business (if different than line 2)
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State |
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Zip Code |
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Country |
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5. Senate ID# 75557-58322
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6. House ID# 360510685
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| TYPE OF REPORT | 8. Year | 2024 |
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: Stacey Scholl |
Date | 1/20/2025 12:15:51 AM |
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 CSP
16. Specific lobbying issues
Encouraging innovation and support intellectual protections; AI and innovation to benefit consumers and small businesses; ensuring consumer and small business prosperity related to data privacy.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Commerce - Dept of (DOC)
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 |
Todd |
Webster |
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Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons) |
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Katelyn |
Bunning |
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Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell) |
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William |
Smith |
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Staff Director, House Approps Cmte; Deputy Staff Director, House Approps Cmte; Chief of Staff, Legislative Director, Senior Legislative Assist, House Member Office (Rogers); Staff Assistant, Senate Approps Cmte |
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Karyn |
Richman |
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Program Examiner, Executive Office of the President, Office of Management and Budget; Professional Staff, House Appropriations Committee |
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Michael |
Vlacich |
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State Dir. & Senior Advisor, U.S. Senate (Senators Hassan and Shaheen); Regional Admin, U.S. Small Business Administration(non senate confirmed Presidential appointee) |
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David |
Planning |
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Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker |
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 CPI
16. Specific lobbying issues
Encouraging innovation and support intellectual protections; AI and innovation to benefit consumers and small businesses; ensuring consumer and small business prosperity related to data privacy.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Commerce - Dept of (DOC)
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 |
Todd |
Webster |
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Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons) |
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Katelyn |
Bunning |
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Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell) |
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William |
Smith |
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Staff Director, House Approps Cmte; Deputy Staff Director, House Approps Cmte; Chief of Staff, Legislative Director, Senior Legislative Assist, House Member Office (Rogers); Staff Assistant, Senate Approps Cmte |
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Karyn |
Richman |
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Program Examiner, Executive Office of the President, Office of Management and Budget; Professional Staff, House Appropriations Committee |
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Michael |
Vlacich |
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State Dir. & Senior Advisor, U.S. Senate (Senators Hassan and Shaheen); Regional Admin, U.S. Small Business Administration (non senate confirmed Presidential appointee) |
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David |
Planning |
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Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker |
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 SCI
16. Specific lobbying issues
Encouraging innovation and support intellectual protections; AI and innovation to benefit consumers and small businesses; ensuring consumer and small business prosperity related to data privacy.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Commerce - Dept of (DOC)
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 |
Todd |
Webster |
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Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons) |
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Katelyn |
Bunning |
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Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell) |
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William |
Smith |
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Staff Director, House Approps Cmte; Deputy Staff Director, House Approps Cmte; Chief of Staff, Legislative Director, Senior Legislative Assist, House Member Office (Rogers); Staff Assistant, Senate Approps Cmte |
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Karyn |
Richman |
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Program Examiner, Executive Office of the President, Office of Management and Budget; Professional Staff, House Appropriations Committee |
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Michael |
Vlacich |
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State Dir. & Senior Advisor, U.S. Senate (Senators Hassan and Shaheen); Regional Admin, U.S. Small Business Administration (non senate confirmed Presidential appointee) |
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David |
Planning |
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Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker |
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
Promote financial health and literacy for small businesses and consumers; support establishment of an open banking framework providing consumers and SMB's with greater access to their financial data; support greater access to financial services and financial inclusion.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Small Business Administration (SBA), 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 |
Todd |
Webster |
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Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons) |
|
Katelyn |
Bunning |
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Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell) |
|
William |
Smith |
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Staff Director, House Approps Cmte; Deputy Staff Director, House Approps Cmte; Chief of Staff, Legislative Director, Senior Legislative Assist, House Member Office (Rogers); Staff Assistant, Senate Approps Cmte |
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Karyn |
Richman |
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Program Examiner, Executive Office of the President, Office of Management and Budget; Professional Staff, House Appropriations Committee |
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John |
Sandell |
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Tax Counsel, Legislative Assistant; Ways and Means Committee (Camp, Ryan, Brady) |
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Michael |
Vlacich |
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State Dir. & Senior Advisor, U.S. Senate (Senators Hassan and Shaheen); Regional Admin, U.S. Small Business Administration (non senate confirmed Presidential appointee) |
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David |
Planning |
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Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker |
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 SMB
16. Specific lobbying issues
Promote small business development and growth; support small business regulatory modernization; expanding access to capital; S. 2330 and HR 10269 Small Business Technological Advancement Act, provisions addressing barriers to digital adoption.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Small Business Administration (SBA), 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 |
Todd |
Webster |
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Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons) |
|
Katelyn |
Bunning |
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Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell) |
|
William |
Smith |
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Staff Director, House Approps Cmte; Deputy Staff Director, House Approps Cmte; Chief of Staff, Legislative Director, Senior Legislative Assist, House Member Office (Rogers); Staff Assistant, Senate Approps Cmte |
|
Karyn |
Richman |
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Program Examiner, Executive Office of the President, Office of Management and Budget; Professional Staff, House Appropriations Committee |
|
Michael |
Vlacich |
|
State Dir. & Senior Advisor, U.S. Senate (Senators Hassan and Shaheen); Regional Admin, U.S. Small Business Administration (non senate confirmed Presidential appointee) |
|
David |
Planning |
|
Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker |
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 BUD
16. Specific lobbying issues
Enhance Tax Administration & tax-system integrity; support Tax Simplification and Voluntary Compliance; support IRS Taxpayer Assistance Programs; implementation of P.L. 117-169; Regulation of Taxpayer Assistance Programs; FY25 Financial Services and General Government Appropriation Reporting on the IRS report on capabilities for taxpayers data portability; SBA report on barriers to digital technology adoption
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, 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 |
Todd |
Webster |
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Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons) |
|
Katelyn |
Bunning |
|
Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell) |
|
William |
Smith |
|
Staff Director, House Approps Cmte; Deputy Staff Director, House Approps Cmte; Chief of Staff, Legislative Director, Senior Legislative Assist, House Member Office (Rogers); Staff Assistant, Senate Approps Cmte |
|
Karyn |
Richman |
|
Program Examiner, Executive Office of the President, Office of Management and Budget; Professional Staff, House Appropriations Committee |
|
Michael |
Vlacich |
|
State Dir. & Senior Advisor, U.S. Senate (Senators Hassan and Shaheen); Regional Admin, U.S. Small Business Administration (non senate confirmed Presidential appointee) |
|
David |
Planning |
|
Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker |
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
Enhance Tax Administration & tax-system integrity; support Tax Simplification and Voluntary Compliance; support IRS Taxpayer Assistance Programs; implementation of P.L. 117-169; Regulation of Taxpayer Assistance Programs; Regulation of tax return preparers;
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, 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 |
Todd |
Webster |
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Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons) |
|
Katelyn |
Bunning |
|
Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell) |
|
John |
Sandell |
|
Tax Counsel, Legislative Assistant; Ways and Means Committee (Camp, Ryan, Brady) |
|
David |
Planning |
|
Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker |
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
Encouraging innovation and support intellectual protections; AI and innovation to benefit consumers and small businesses; ensuring consumer and small business prosperity related to data privacy
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Commerce - Dept of (DOC)
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 |
Todd |
Webster |
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Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons) |
|
Katelyn |
Bunning |
|
Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell) |
|
William |
Smith |
|
Staff Director, House Approps Cmte; Deputy Staff Director, House Approps Cmte; Chief of Staff, Legislative Director, Senior Legislative Assist, House Member Office (Rogers); Staff Assistant, Senate Approps Cmte |
|
Karyn |
Richman |
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Program Examiner, Executive Office of the President, Office of Management and Budget; Professional Staff, House Appropriations Committee |
|
Michael |
Vlacich |
|
State Dir. & Senior Advisor, U.S. Senate (Senators Hassan and Shaheen); Regional Admin, U.S. Small Business Administration(non senate confirmed Presidential appointee) |
|
David |
Planning |
|
Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker |
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 |
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) |