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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 364 Hillside Acres Lane |
Address2 |
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| City | Mount Jackson |
State | VA |
Zip Code | 22842 |
Country | USA |
3. Principal place of business (if different than line 2)
| City | Mount Jackson |
State | VA |
Zip Code | 22842 |
Country | USA |
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5. Senate ID# 400458209-12
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6. House ID# 408700000
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| TYPE OF REPORT | 8. Year | 2023 |
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: Peter Snell |
Date | 1/10/2024 2:49:13 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 BAN
16. Specific lobbying issues
infrastructure financing; proxy adviser regulations
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Securities & Exchange Commission (SEC)
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 |
Peter |
Snell |
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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
ongoing implementation of Dodd-Frank; access to the proxy; corporate governance issues; executive compensation; public pension plan accounting
and disclosure; investor (trustee) education; SEC state settlements re: bond disclosures; state of municipal securities markets; municipal adviser
registration; proxy advisory services; applying the Unrelated Business Income Tax (UBIT) to the investment earnings of state and local governments
retirement systems; infrastructure financing; ESG investments; Federal restrictions on investments of institutional investors; financial transactions tax;
regulations implementing restrictions on stimulus aid to state and local governments related to public pensions; Implementation of the SECURE 2.0 Act of 2022; Advance Notice of Proposed Rulemaking (ANPRM) issued by Treasury entitled Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Securities & Exchange Commission (SEC), Labor - Dept of (DOL), 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 |
Peter |
Snell |
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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
IRS Governmental plans compliance; IRS Normal Retirement Age regulations; IRS revenue ruling 2006-43; IRS ANPRM on definition of a
governmental plan; funding of governmental plans; general pension plan reform; governmental plan accounting and disclosure; disclosure of state
death records;
tax deferrals related to pension contributions and earnings;applying the Unrelated Business Income Tax (UBIT) to the investment earnings of state
and local government retirement systems; Office of State and Local Finance public pension plan interests; the Public Employee Pension Transparency
Act (PEPTA); solvency of Multiemployer Plans deliberations; reform of the windfall elimination provision (WEP); SECURE Act dealing with overall
retirement security and implementation of the law; Federal restrictions on institutional investor investment activity; CARES Act stimulus checks and
retired public employees not covered by Social Security; restrictions related to public pensions on any Federal aid to states in negotiations on new
COVID stimulus legislation; H.R. 2954, retirement security legisltion and issues affecting public pensions; implementation of SECURE 2.0 Act of 2022; Advance Notice of Proposed Rulemaking (ANPRM) issued by Treasury entitled Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; OMBs Office of Federal Financial Management proposed rule to revise their Uniform Administrative Requirements, Cost Principles, and Audit Requirements, stipulating how public pension costs are to be reimbursed for a state or local employee whose position is partially or fully federally funded.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Treasury - Dept of, Labor - Dept of (DOL)
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 |
Peter |
Snell |
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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
IRS Governmental plans compliance; IRS Normal Retirement Age regulations; IRS revenue ruling 2006-43; IRS ANPRM on definition of a
governmental plan; funding of governmental plans; general pension plan reform; tax deferral of pension contributions and earnings; application of the
Unrelated Business Income Tax (UBIT) to the investment earnings of state and local government retirement systems; Office of State and Local
Finance public pension plan interests; infrastructure financing; Public Employee Pension Transparency Act (PEPTA); solvency of Multiemployer
Plans deliberations (H.R.397); infrastructure financing; SECURE Act (H.R. 1994), its implementation and changes in the IRC to enhance retirement
security; financial transaction tax issues; the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act implementation and stimulus checks
to retired public employees not covered by Social Security; implementation of SECURE 2.0 Act of 2022
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Internal Revenue Service (IRS)
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 |
Peter |
Snell |
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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 BNK
16. Specific lobbying issues
governmental bankruptcy issues; Federal aid to states
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 |
Peter |
Snell |
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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 GOV
16. Specific lobbying issues
implementation of pension provisions of the Puerto Rico Oversight, Management and Economic Stability Act of 2016; infrastructure financing;
general Federal regulation and taxation of state and local governmental retirement systems; restrictions related to public pensions on Federal aid to
states in 2021 COVID-19 stimulus package; implementation of SECURE 2.0 Act of 2022; Advance Notice of Proposed Rulemaking (ANPRM) issued by Treasury entitled Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; OMBs Office of Federal Financial Management proposed rule to revise their Uniform Administrative Requirements, Cost Principles, and Audit Requirements, stipulating how public pension costs are to be reimbursed for a state or local employee whose position is partially or fully federally funded.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Labor - Dept of (DOL)
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 |
Peter |
Snell |
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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
general issues pertaining to teacher retirement; student loans; Federal grants covering teacher benefits; impact of COVID-19 on teachers, education
support professionals, and public education; infrastructure spending related to schools, education
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Treasury - 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 |
Peter |
Snell |
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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 |
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) |