Lobbying

Vestwell Holdings's latest lobbying report covers Q2 2026, at $30K. The four quarters Q4 2025–Q3 2026 total $80K. Its first report covers Q4 2025; the issues it reports most are Retirement and Taxation/Internal Revenue Code.

Vestwell Holdings

Latest quarter
No record
Q3 2026 · 0 reports
Last 12 months
$80K
Last 4 quarters
vs last quarter
−100.0%
Q3 2026 against the quarter before
First report
Q4 2025
The first quarter a report named it

Lobbying by quarter

Vestwell Holdings lobbying by quarter
Vestwell Holdings lobbying by quarter
QuarterAmountReports
Q4 2025$20K1
Q1 2026$30K1
Q2 2026$30K1
Q3 2026$00

By issue

  • Retirement$40K · 3 reports
  • Taxation$40K · 3 reports

An issue's amount splits each report's amount equally over the issues the report lists.

Who was lobbied

  • HOUSE OF REPRESENTATIVES3 reports
  • SENATE3 reports
  • Treasury, Dept of3 reports

Firms it paid

Firm
Mindset Advocacy$80K3 quarters

Former officials lobbying for it

Former position
CHARLIE SCHREIBERSenior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs CommitteeQ2 2026
KENDRA KOSKO ISAACSONPensions Policy Director and Senior Tax Counsel, Sen. Patty MurrayQ2 2026
REBECCA ALCORNSenior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee EllmersQ2 2026
SCOTT SHEWCRAFTChief of Staff, Rep. Bill FosterQ2 2026
KATHERINE BONNERChief of Staff, Rep. Lloyd Smucker; Legislative Assistant, Rep. Jeb Bradley; Legislative Correspondent, Rep. Jeb Bradley; Staff and Press Assistant, Rep. Jeb BradleyQ1 2026

Lobbying reports

Filed by
07/20for Q2Mindset Advocacy$30K
04/20for Q1Mindset Advocacy$30K
01/20for Q4 2025Mindset Advocacy$20K
25/11/13for Q4 2025Mindset AdvocacyUnder $5,000