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.
Taxation/Internal Revenue Code
TAX
68 filings
$4.5M on those filings
Banking
BAN
22 filings
$2M on those filings
Financial Institutions/Investments/Securities
Bills named in the filings
The 15 most-cited of 29 bill references, extracted from the activity descriptions.
H.R. 749112th CongressTo amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income.5 filingsthrough 2012
H.R. 4173111th CongressNamed in the filings; no matching bill record on file.5 filingsthrough 2010
H.R. 2121115th CongressPension, Endowment, and Mutual Fund Access to Banking Act
Who did the lobbying
Every lobbyist named on this client's filings.
Jonathan TalismanCapitol Tax Partners, LLPCovered position: Assistant Treasury Secretary for Tax Policy58 filingsthrough 2024
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: the-bank-of-new-york-mellon.
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.
FIN
6 filings
$600K on those filings
Intelligence
INT
4 filings
$400K on those filings
Retirement
RET
3 filings
$300K on those filings
Health Issues
HCR
1 filing
$100K on those filings
Housing
HOU
1 filing
$100K on those filings
Budget/Appropriations
BUD
1 filing
$100K 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.
4 filingsthrough 2018
S. 2155115th CongressEconomic Growth, Regulatory Relief, and Consumer Protection Act3 filingsthrough 2018
H.R. 4213111th CongressNamed in the filings; no matching bill record on file.3 filingsthrough 2010
H.R. 1115th CongressAn act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.2 filingsthrough 2017
H.R. 961114th CongressPermanent Active Financing Exception Act of 20152 filingsthrough 2015
H.R. 5771113th CongressTax Increase Prevention Act of 20142 filingsthrough 2014
H.R. 8113th CongressReserved for the Speaker.2 filingsthrough 2013
H.R. 3630112th CongressMiddle Class Tax Relief and Job Creation Act of 20122 filingsthrough 2012
S. 3521112th CongressFamily and Business Tax Cut Certainty Act of 20122 filingsthrough 2012
H.R. 4853111th CongressNamed in the filings; no matching bill record on file.2 filingsthrough 2010
S. 3793111th 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.
Covered position:
17 filingsthrough 2018
David J SchiappaThe Duberstein Group Inc.Covered position: US Senate--Secretary for the Majority/Secretary for the Mino12 filingsthrough 2018
Marti ThomasThe Duberstein Group Inc.Covered position: Acting & Asst Sec. Legis. Affrs, Treasury12 filingsthrough 2013
Kenneth DubersteinThe Duberstein Group Inc.11 filingsthrough 2015
Eric UelandThe Duberstein Group Inc.Covered position: Sen.Maj.Ldr; AsstCOS/COS, Sen.Maj.Ldr.11 filingsthrough 2013
Christopher JavensCapitol Tax Partners, LLPCovered position: Tax Counsel, Sen. Grassley, Sen. Finance Comm.11 filingsthrough 2013
Steven ChamplinThe Duberstein Group Inc.Covered position: ExecFlrAsst, H. Maj. Whip; ExecDir, H.DemCauc.9 filingsthrough 2015
Richard GrafmeyerCapitol Tax Partners, LLPCovered position: Deputy Chief of Staff, JCT9 filingsthrough 2012
Jacob L. TrioloCapitol Tax Partners, LLPCovered position: Tax Counsel/Legislative Director, Rep. Todd Young; Staff Member, Sen. Small Business Comm.; Staff Asst/Legislative Corresp., Sen. Gordon Smith.8 filingsthrough 2019
Michael BermanThe Duberstein Group Inc.8 filingsthrough 2012
Melissa MuellerCapitol Tax Partners, LLPCovered position: Ways/Means Subc. Staff Director/Tax Counsel; Leg. Dir., Rep. Richard Neal; Tax Counsel, Sen. Finance Comm.; Counsel, Rep. Doggett; Leg Counsel Sen. Reid.6 filingsthrough 2024
William Robert DavisCapitol Tax Partners, LLPCovered position: Legislative Director and Tax Policy Counsel, Rep. Tom Reed6 filingsthrough 2024
Anne Elliott BradburyThe Duberstein Group Inc.Covered position: Small Business Admin (8/03-5/04) Rep Charles Boustany (2/05-8/05) Dep Floor Dir, Ofc of Maj. Leader (DeLay/Boehner) (8/05-12/05) Dep Floor Dir, Min Leader Boehner (1/06-12/10) Floor Dir, Spkr Boehner (1/11-10/15), Spkr Ryan (10/15-10/16)6 filingsthrough 2018
Anne WallThe Duberstein Group Inc.3 filingsthrough 2018
Covered positions · 16 of 20 lobbyists named on these filings disclosed a prior government post. The text is reproduced exactly as filed.
