Every filing period on record, as reported. One column per filed period — a period with no column is a period with no filing, not a zero.
Basis · Amendments and terminations supersede the original report for the same registrant, client and period, so a revised quarter is counted once at its latest filed value. Registration-only filings carry no activity money and are excluded from these totals.
Who lobbies for them
Every outside firm that has filed on this client's behalf, by fees reported.
Issue areas declared on the filings, ranked by how many filings name each one.
Retirement
RET
49 filings
$2.6M on those filings
Financial Institutions/Investments/Securities
FIN
48 filings
$2.3M on those filings
Taxation/Internal Revenue Code
Bills named in the filings
Every bill reference extracted from the filings' activity descriptions.
S. 3217111th CongressNamed in the filings; no matching bill record on file.3 filingsthrough 2010
H.R. 4173111th CongressNamed in the filings; no matching bill record on file.2 filingsthrough 2010
How these are found · Bill references are extracted from the free-text activity description each filing writes, then matched to the Congress in session that filing year. A reference we can't match to a bill on file is still shown, unlinked — we cite what the filing said rather than guess at what it meant. Naming a bill is not a position on it: LD-2 records that a client lobbied on the bill, never which side.
Who did the lobbying
Every lobbyist named on this client's filings.
Ronald Jay KleinHolland & Knight LLPCovered position: Member, U.S. House of Representatives41 filingsthrough 2025
Certified Financial Planner Board of Standards, Inc.
This record groups every filed spelling of the client's name into one entity, so "MERCK & CO., INC." and "MERCK & CO INC" read as the same company. The grouping is the client's normalized name — organizations that file under genuinely different names appear separately. Handle: certified-financial-planner-board-of-standards-inc.
fees reported
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Reported as lobbying expenses
Money reported as spent on lobbying rather than as a fee paid to an outside firm. See the full list.
Reading this · LD-2 reports a hired firm's fee and a registrant's reported expenses on separate lines and never both on one filing, so the two lists above are different quantities and are ranked separately rather than against each other. Firm names link to their own record as the firms chapter lands.
TAX
11 filings
$650K on those filings
Labor Issues/Antitrust/Workplace
LBR
1 filing
$50K on those filings
Note · A filing names one to several issue areas and reports a single dollar figure for the period, so the same money appears beside every issue that filing declares. The dollar column is therefore spend on filings that named this issue — it is not a split of the total, and these figures sum above it. Filing counts do not double-count.
through 2025
MARILYN MOHRMAN-GILLIS esqCertified Financial Planner Board of Standards, Inc.9 filingsthrough 2012
Guneev SharmaCertified Financial Planner Board of Standards, Inc.Covered position: Legislative Correspondent: Sen. Heidi Heitkamp (D-ND)8 filingsthrough 2026
Charlie SchreiberMindset Advocacy, LLCCovered position: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee6 filingsthrough 2026
Rebecca AlcornMindset Advocacy, LLCCovered position: Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers6 filingsthrough 2026
Kendra Kosko IsaacsonMindset Advocacy, LLCCovered position: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray6 filingsthrough 2026
Scott ShewcraftMindset Advocacy, LLCCovered position: Chief of Staff, Rep. Bill Foster4 filingsthrough 2026
Devin BarrettHolland & Knight LLPCovered position: Intern, Staff Assistant, Senate Environment and Public Works Committee; Staff Assistant, Legislative Correspondent, Legislative Assistant, Senator James M. Inhofe4 filingsthrough 2021
Rick DearbornMindset Advocacy, LLCCovered position: Deputy Chief of Staff, President Donald Trump3 filingsthrough 2025