LobbyingInvestment Company Institute lobbying by quarter
Investment Company Institute's latest lobbying report covers Q2 2026, at $1.5M. The four quarters Q4 2025–Q3 2026 total $4.4M. Its first report covers Q4 2021; the issues it reports most are Financial Institutions/Investments/Securities and Retirement.
Investment Company Institute
- Latest quarter
- No record
- Q3 2026 · 0 reports
- Last 12 months
- $4.4M
- Last 4 quarters
- vs last quarter
- −100.0%
- Q3 2026 against the quarter before
- First report
- Q4 2021
- The first quarter a report named it
Lobbying by quarter
| Quarter | Amount | Reports |
|---|---|---|
| Q4 2021 | $870K | 2 |
| Q1 2022 | $0 | 0 |
| Q2 2022 | $0 | 0 |
| Q3 2022 | $0 | 0 |
| Q4 2022 | $946.5K | 10 |
| Q1 2023 | $1.3M | 11 |
| Q2 2023 | $1.8M | 11 |
| Q3 2023 | $1.8M | 11 |
| Q4 2023 | $1.3M | 11 |
| Q1 2024 | $1.6M | 11 |
| Q2 2024 | $1.6M | 11 |
| Q3 2024 | $2.5M | 11 |
| Q4 2024 | $1.5M | 11 |
| Q1 2025 | $1.6M | 11 |
| Q2 2025 | $1.6M | 10 |
| Q3 2025 | $1.7M | 10 |
| Q4 2025 | $1.3M | 12 |
| Q1 2026 | $1.6M | 12 |
| Q2 2026 | $1.5M | 12 |
| Q3 2026 | $0 | 0 |
By issue
- Financial institutions and securities$8.1M · 146 reports
- Retirement$5.8M · 47 reports
- Taxation$5.8M · 45 reports
- Budget and appropriations$3.9M · 42 reports
- Banking$365K · 15 reports
- Labor, antitrust and workplace$325K · 3 reports
- Agriculture$166.7K · 15 reports
- Insurance$5,000 · 1 reports
An issue's amount splits each report's amount equally over the issues the report lists.
Who was lobbied
- HOUSE OF REPRESENTATIVES156 reports
- SENATE149 reports
- Securities & Exchange Commission (SEC)31 reports
- Labor, Dept of (DOL)15 reports
- Treasury, Dept of12 reports
- White House Office8 reports
Firms it paid
| Firm | ||
|---|---|---|
| In-houseInvestment Company Institute | $19.9M | 16 quarters |
| Resolution Public Affairs | $590K | 15 quarters |
| Harbinger Strategies | $560K | 14 quarters |
| Capitol Counsel | $500K | 15 quarters |
| FS Vector | $480K | 16 quarters |
| The Livingston Group | $450K | 15 quarters |
| Daly Consulting Group | $440K | 15 quarters |
| Federal Resources Group | $370K | 15 quarters |
| MR. Doyce Boesch | $299.6K | 15 quarters |
| CGCN Group | $296.5K | 11 quarters |
| Public Strategies Washington | $290K | 10 quarters |
| Federal Hall Policy Advisors | $180K | 4 quarters |
| Longbow Public Policy Group | $50K | 3 quarters |
| Morgan, Lewis & Bockius | $30K | 3 quarters |
Former officials lobbying for it
| Former position | ||
|---|---|---|
| ANDREW BARBOUR | Dep. Asst. USTR for Congressional Affairs, USTR Legislative Assistant, U.S. Rep. Bart Stupak Legislative Assistant, U.S. Rep. Bill Ford | Q2 2026 |
| ASHLI SCOTT PALMER | Floor Director, Majority Whip Clyburn (2019); Policy Director, Assistant Democratic Leader Clyburn (2014-2017); Chief of Staff, Rural Business Agency of USDA (2012-2014); Sr Legislative Assistant Congressman John Spratt (2002-2011). | Q2 2026 |
| BRIAN CONLAN | Legislative Correspondent, Legislative Assistant-Office of Congresswoman Tammy Baldwin; Legislative Aide, Legislative Assistant, Senior Economic Policy Advisor, Deputy Legislative Director-Office of Senator Tammy Baldwin | Q2 2026 |
| CHRISTOPHER MATTHIESEN | Chief of Staff, Rep. Kosmas; LD, Rep. Lampson; Staff Assistant, Minority Leader Pelosi | Q2 2026 |
| CLIFFORD NMN ROBERTI | Dep. Chief of Staff, Rep. Randy Neugebauer, Senior Policy Advisory, House Committee on Financial Services, Professional Staff Member, House Committee on Financial Services. | Q2 2026 |
| DOUGLAS NAPPI | General Counsel, Counsel US Senate Committee on Banking, Housing & Urban Affairs | Q2 2026 |
| ELIZABETH GREY STANLEY | Part time employee, Congressman Joe Morelle (2021); Chief of Staff, Congresswoman Lowey (2005-2019); Communications Dir/Press Sec, Congresswoman Lowey (2001-2004); Special Assistant/Scheduler, Senator Schumer (1999-2000). | Q2 2026 |
| HEATHER MCHUGH | Legislative Director, Senator Schumer (2010-2013); Legislative Director, Congressman Israel (2003-2007); Legislative Assistant, Congresswoman Velazquez (2000-2003). | Q2 2026 |
| JUSTIN DANIEL DALY | SENIOR COUNSEL TO US HOUSE/SENATE/SEC | Q2 2026 |
| LEA FISHER SULKALA | Chief of Staff, Congresswoman Linda Sanchez (2014-2019); Legislative Assistant, Congressman Etheridge (2001-2005) | Q2 2026 |
| MEGHAN TAIRA | Legislative Director, Senator Schumer (2013-2025); Legislative Assistant, Senator Schumer (2007-2013); Health Policy Director, Congresswoman DeGette (2002-2003). | Q2 2026 |
| PETER FREEMAN | "Leg. Corr., Leg. Asst., Rep. D. Pryce; Policy Advisor, House Republican Conference; Leg. Dir., Rep. D. Pryce; Dep. COS, Rep. D. Pryce; Prof. Staff, House Fin. Svcs. Cmte.; Dep. COS, Rep. Ed Royce; Prof. Staff, House Foreign Affairs Cmte." | Q2 2026 |
| PIERRE WHATLEY | Policy Advisor, SEC; Policy Advisor, CFPB; Examiner, Federal Reserve; Staff Director & Sr Policy Advisor, Sen. Warnock(D-GA); Prof. Staff House Cmte on Fin. Svcs. | Q2 2026 |
| SAATHVIK REDDY ALETY | Staff Assistant, Rep. Judy Biggert; Communications Director and Legislative Assistant, Rep. Ed Royce; Legislative Assistant, Sen. Tim Scott; Subcommittee Staff Director, Senate Banking Subcommittee on Housing, Transportation, and Community | Q2 2026 |
| ADAM MINEHARDT | Chief of Staff, Rep. Nydia Velazquez 2015-2019; Staff Director, House Committee on Small Business 2015-2019; Deputy Staff Director, House Committee on Small Business 2006-2015; Professional Staff Member, House Committee on Small Business 2003- 2006; | Q2 2025 |
| THOMAS QUAADMAN | Chief of Staff, Representative Vito Fossella, Jr. | Q2 2025 |
| ABBIE SORRENDINO | Chief of Staff, Office of Congressman Joe Morelle | Q1 2025 |
| A.J. WOJCIAK | Senior Legislative Asst., Cong. Earl Pomeroy | Q1 2025 |
| JOHN LEGANSKI | Chief Dep., Speaker Off. '23; Chief Dep., Min. Leader Off. '22; Floor Dir., Min. Leader Off. '19-'21; Floor Dir., Maj. Leader Off. '17-'19; Dep. Floor Dir., Maj. Leader Off. '16; Floor Assist. Maj. Leader Off. '14-'15; Floor Assist. Maj. Whip Off.'13 | Q1 2025 |
| JONATHAN SLEMROD | Associate Director, Legislative Affairs, Office of Management and Budget, '17-'18, Policy Advisor, Office of the Sen. Republican Whip, '12-'17, Legislative Assistant, Sen. Marco Rubio '11-'12. | Q1 2025 |
| KYLE NEVINS | Deputy Chief of Staff, House Majority Leader 11-13; Floor Director, Rep. Eric Cantor 09-10; Floor Director, Rep. Roy Blunt 07-08; Floor Assistant, Rep. Roy Blunt 03-06. | Q1 2025 |
| MANNY ROSSMAN | Chief of Staff, Office of the Senate Republican Whip 07-09; Senior Policy Advisor, Office of Sen. Trent Lott 05-06; Legislative Director, Rep. Phil Crane 03-04; Legislative Assistant, Rep. Phil Crane 01-02. | Q1 2025 |
| STEVEN EICHENAUER | Legislative Assistant, U.S. Senator Jack Reed | Q1 2025 |
| STEVE STOMBRES | Chief of Staff, Office of the Majority Leader 10-14; Chief of Staff, Office of the Minority Whip 08-09; Chief of Staff, Office of the Chief Deputy Majority Whip04-07; Chief of Staff, Congressman Eric Cantor 01-03. | Q1 2025 |
| C. MAGGIE (MOORE) AARON | Sr. Prof. Staff & Prof. Staff, Senate Cmte on Small Business; Prof. Staff, House Cmte on Small Business; Leg. Clerk/Finance Admin, Cmte on House Admin.; Staff Asst, Cmte on House Admin.; Intern, Cmte on House Admin. | Q2 2024 |
| JOHN J O'NEILL jr | Policy Director/Counsel, Senate Minority Whip 04-06; Tax Counsel, Senate Finance Committee 07. | Q4 2023 |
| CHUCK BRAIN | Assistant to the President, Deputy Chief of Staff Ways & Means Committee | Q3 2023 |
| MARTHA BEATRICE MILLER | Deputy Director of Scheduling, Sen. Ted Cruz (TX), 2019-2020; Scheduler, Rep. Warren Davidson (OH-08), 2020-2022. | Q1 2023 |
Lobbying reports
| Filed by | ||
|---|---|---|
| 08/04for Q2 | MR. Doyce Boesch | $5,600 |
| 07/28for Q1 2025 | Public Strategies Washington | $20K |
| 07/28for Q2 | Daly Consulting Group | $20K |
| 07/27for Q2 2025 | Daly Consulting Group | $30K |
| 07/24for Q4 2021 | FS Vector | $30K |
| 07/21for Q2 | Harbinger Strategies | $40K |
| 07/20for Q2 | Federal Hall Policy Advisors | $50K |
| 07/20for Q2 | FS Vector | $30K |
| 07/20for Q2 | Federal Resources Group | $30K |
| 07/20for Q2 | Morgan, Lewis & Bockius | Under $5,000 |
| 07/20for Q2 | In-house | $1.2M |
| 07/19for Q2 | Resolution Public Affairs | $40K |
| 07/17for Q2 | Capitol Counsel | $40K |
| 07/10for Q2 | Longbow Public Policy Group | $20K |
| 07/09for Q2 | The Livingston Group | $30K |
| 05/18for Q1 | Resolution Public Affairs | $40K |
| 05/05for Q1 | MR. Doyce Boesch | $21K |
| 04/20for Q1 | Harbinger Strategies | $40K |
| 04/20for Q1 | Federal Hall Policy Advisors | $50K |
| 04/20for Q1 | Morgan, Lewis & Bockius | $10K |