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2025 fourth_quarter Filing

4A

Income

$60K

Filed

January 20, 2026

Lobbying Activities (1)

Issues related to the taxation of financial services, retirement savings, and digital assets; international tax issues.

HOUSE OF REPRESENTATIVESSENATE

SARAH ELIZABETH SHIVE

Senior Counsel, Sen. Debbie Stabenow; Senior Counsel, Sen. John D. Rockefeller IV; Legislative Correspondent, Sen. John D. Rockefeller IV.

ms KATHERINE SCOLLARD MONGE

Senior Counsel, Leader/Speaker Pelosi; Senior Policy Adviser, Leader Pelosi; Tax Counsel, Senator Cardin.

THOMAS WEST

mr WILLIAM ROBERT DAVIS

Legislative Director and Tax Policy Counsel, Rep. Tom Reed