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.
Paul Jeffrey RichmanInsured Retirement InstituteCovered position: Special Assistant to the Assistant Secretary for Policy, U.S. Dept. of Labor.45 filingsthrough 2026
Lee CovingtonInsured Retirement Institute35 filingsthrough 2018
Jeffrey ForbesForbes-TateCovered position: Staff Director, Senate Finance Committee, 2003 - 2003 Chief of Staff,
Senator Max Baucus, 1999 - 2002 Deputy Director EOP, 1998 - 199932 filingsthrough 2026
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: insured-retirement-institute.
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.
INS
66 filings
$7.4M on those filings
Taxation/Internal Revenue Code
TAX
63 filings
$7.3M on those filings
Budget/Appropriations
BUD
2 filings
$80K 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.
116th Congress
Retirement Enhancement and Savings Act of 2019
11 filingsthrough 2020
H.R. 1994116th CongressSetting Every Community Up for Retirement Enhancement Act of 201911 filingsthrough 2020
S. 972116th CongressRetirement Enhancement and Savings Act of 201911 filingsthrough 2020
S. 424119th CongressRetirement Fairness for Charities and Educational Institutions Act of 202510 filingsthrough 2026
H.J.Res. 30118th CongressProviding for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights".8 filingsthrough 2024
H.R. 1165118th CongressData Privacy Act of 20238 filingsthrough 2024
H.R. 1177118th CongressFinancial Freedom Act of 20238 filingsthrough 2024
H.R. 20118th CongressRichard L. Trumka Protecting the Right to Organize Act of 20238 filingsthrough 2024
H.R. 9462118th CongressEducational Choice for Children Act of 20248 filingsthrough 2024
H.R. 9515118th CongressLower Colorado River Multi-Species Conservation Program Amendment Act of 20248 filingsthrough 2024
S. 2387118th CongressWildfire Smoke Emergency Declaration Act of 20238 filingsthrough 2024
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.
32 filingsthrough 2026
Kelley Julia WilliamsForbes-Tate32 filingsthrough 2026
Elizabeth GreerForbes-TateCovered position: Chief of Staff, Rep. Allen Boyd, Jun. 2001 - Feb. 200931 filingsthrough 2026
Rick MurphyForbes-TateCovered position: Chief of Staff, Senator Kelly Ayotte, April 14 - Jan. 1731 filingsthrough 2026
John JenningsInsured Retirement InstituteCovered position: Staff Assistant, Rep. John Campbell; Staff Assistant, Rep. Virginia Foxx29 filingsthrough 2026
Jerry DriscollForbes-TateCovered position: Legislative Assistant, Sen. Max Baucus (2001-2004)27 filingsthrough 2026
Richard Fernando LopezForbes-Tate20 filingsthrough 2026
Jeffrey SadoskyForbes-TateCovered position: Communications Director, Sen. Rob Portman (2010-2013); Communications Director, Sen. Kay Bailey Hutchison (2008-2010); Press Secretary, Sen. Mike DeWine (2005-2006)19 filingsthrough 2023
Michael Alexander WilliamsForbes-TateCovered position: Legislative Director, Rep. Lucy McBath (2021-2022); Legislative Assistant, Rep. Lucy McBath (2019-2020); Legislative Aide, Sen. Brian Jones (2019); Legislative Correspondent, Sen. Brian Jones (2018-2019)12 filingsthrough 2026
Michael LennInsured Retirement InstituteCovered position: Chief of Staff, Rep. Sensenbrenner12 filingsthrough 2016
John LittleInsured Retirement InstituteCovered position: Senator Sessions, Legislative Dir (2003-2005)12 filingsthrough 2012
Ryan McconaghyForbes-TateCovered position: Asst Sec for the Minority Sen (2017-2018) Staff Dir Dem Policy and Comms Ctr Sen (2014-2017) Policy Dir Dem Policy and Comms Ctr Sen (2012-2014) LD Rep Hall (2007-2009) LA Sen Schumer (2003-2006)4 filingsthrough 2025
