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.
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.
What they lobby on
Issue areas declared on the filings, ranked by how many filings name each one.
Financial Institutions/Investments/Securities
FIN
37 filings
$890K on those filings
Retirement
RET
29 filings
$860K on those filings
Taxation/Internal Revenue Code
Bills named in the filings
Every bill reference extracted from the filings' activity descriptions.
H.R. 10115th CongressFinancial CHOICE Act of 20175 filingsthrough 2018
H.R. 2823115th CongressAffordable Retirement Advice for Savers Act5 filingsthrough 2018
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: edelman-financial-engines-f-k-a-financial-engines.
TAX
28 filings
$860K 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.
115th Congress
PASS Act of 2017
5 filingsthrough 2018
S. 1321115th CongressAffordable Retirement Advice Protection Act5 filingsthrough 2018
H.R. 1994116th CongressSetting Every Community Up for Retirement Enhancement Act of 20194 filingsthrough 2019
H.R. 2989111th CongressNamed in the filings; no matching bill record on file.3 filingsthrough 2010
H.R. 5376117th CongressAn act to provide for reconciliation pursuant to title II of S. Con. Res. 14.2 filingsthrough 2021
H.R. 1995116th CongressApprenticeship Hubs Across America Act of 20192 filingsthrough 2019
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.
through 2019
Bruce HeimanK&L Gates, LLP5 filingsthrough 2013
Steven Richards ValentineK&L Gates, LLPCovered position: General Counsel/LD, Sen Smith3 filingsthrough 2015
William KirkK&L Gates, LLP3 filingsthrough 2015
James T WalshK&L Gates, LLPCovered position: U.S. Congressman2 filingsthrough 2014
Nicholas LeibhamK&L Gates, LLP1 filingthrough 2013
Covered positions · 3 of 10 lobbyists named on these filings disclosed a prior government post. The text is reproduced exactly as filed.
