119th Congress · introduced in the Senate · May 22, 2025
Improving Disclosure for Investors Act of 2025
Official title from Congress.gov
Latest action (May 22, 2025): Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
View on Congress.govPolicy area: Finance and Financial Sector
No official summary has been published for this bill.
Includes amendment, cloture, and procedural votes. Each is labeled with its exact question; only a passage question is a vote to pass the bill.
No recorded roll calls on this bill in coverage.
Read twice and referred to the Committee on Banking, Housing, and Urban Affairs.
Introduced in Senate
Actions from Congress.gov, newest first.
LD-2 reports whose issue descriptions explicitly cite this bill (bill type and number validated against Congress.gov records). A citation does not establish the client's position or any contact with a member.
Loading lobbying reportsCoverage: reports for 2025 onward, posted Jan 1, 2025 through Oct 23, 2026.
93 citations; showing the 25 most recently posted.
AMERIPRISE FINANCIAL, INC. · lobbying firm or registrant: AMERIPRISE FINANCIAL, INC.
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Financial Institutions/Investments/Securities
$340,000
Spent on own lobbying
…) of 2026; entire bill H.R. 9574 - Informed Investor Access Act; entire bill S. 658 - Protecting Investors Personally Identifiable Information Act; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 3671 - Increasing Investor Opportunities Act; entire bill S. 4784 - National Defense Authorization (N…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
JACKSON NATIONAL LIFE INSURANCE COMPANY · lobbying firm or registrant: JACKSON NATIONAL LIFE INSURANCE COMPANY
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Financial Institutions/Investments/Securities
$420,000
Spent on own lobbying
The CLEAR Forms Act and issues related to SEC regulations regarding the registration of insurance and annuity products. Regulation E-Delivery. H.R. 2441/S.1877, the Improving Disclosure for Investors Act
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
LPL FINANCIAL · lobbying firm or registrant: LPL FINANCIAL
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Financial Institutions/Investments/Securities
$520,000
Spent on own lobbying
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA H.R. 7187 - Clarity for Compensation Act SEC Regulation E-Delivery
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
SYLVAMO NORTH AMERICA LLC · lobbying firm or registrant: SYLVAMO NORTH AMERICA, LLC
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Consumer Issues/Safety/Products
$1,110,000
Spent on own lobbying
H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025. Securities and Exchange Commission proposed Regulation E-Delivery. Department of Labor Proposed Group Health P…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
PRIMERICA LIFE INSURANCE COMPANY · lobbying firm or registrant: PRIMERICA LIFE INSURANCE COMPANY
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Financial Institutions/Investments/Securities
$370,000
Spent on own lobbying
H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025, Section 205; S. 1877/H.R. 2441, Improving Disclosure for Investors Act of 2025: H.R. 8338, the Safeguarding Americans Fairly Earned Retirement (SAFER) Act; H.R. 7187, the Clarity f…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
FRANKLIN TEMPLETON, INC. AND AFFILIATES (FORMERLY FRANKLIN RESOURCES, INC.) · lobbying firm or registrant: FRANKLIN TEMPLETON, INC. AND AFFILIATES (FORMERLY FRANKLIN RESOURCES, INC.)
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Financial Institutions/Investments/Securities
$280,000
Spent on own lobbying
…iness Development Company issues including H.R. 2225 & S. 1808 - the Access to Small Business Investor Capital Act E-delivery initiatives including H.R. 2441 & S. 1877, the Improving Disclosure for Investors Act Retirement security initiatives, including S. 424 and H.R. 1013, the Retirement Fairness for Charities and Educatio…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
CHAMBER OF COMMERCE OF THE U.S.A. · lobbying firm or registrant: CHAMBER OF COMMERCE OF THE U.S.A.
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Financial Institutions/Investments/Securities
$16,480,000
Spent on own lobbying
…nior Security Act of 2025 H.R. 1799, Financial Reporting Threshold Modernization Act H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 2675/S. 3180, Protecting Our Courts From Foreign Manipulation Act of 2025 H.R. 3301, ELEVATE Act of 2025 H…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
INVESTMENT COMPANY INSTITUTE · lobbying firm or registrant: INVESTMENT COMPANY INSTITUTE
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 20, 2026 · issue area: Financial Institutions/Investments/Securities
$1,511,303
Spent on own lobbying
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improveme…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
INVESTMENT COMPANY INSTITUTE · lobbying firm or registrant: FEDERAL RESOURCES GROUP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Banking
$30,000
Paid to lobbying firm
…ugh Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (S.3671)
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
VANGUARD GROUP · lobbying firm or registrant: VANGUARD GROUP
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Financial Institutions/Investments/Securities
$510,000
Spent on own lobbying
…disclosure and investor experience, including providing for electronic delivery of fund information, and the Improving Disclosure for Investors Act (H.R. 2441, S. 1877) Issues related to corporate governance, including proxy process, and the INDEX Act (S.1670), and the Empowering Shareholders Act (H.R. 8265) Issues related to…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
ENVELOPE MANUFACTURERS ASSOCIATION · lobbying firm or registrant: CAPITOLINE CONSULTING, LLC
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 19, 2026 · issue area: Financial Institutions/Investments/Securities
$20,000
Paid to lobbying firm
H.R.2441/S.1877- Improving Disclosure for Investors Act of 2025 H.R. 4538 - the PAPER Act H.R. 3383 - the INVEST Act
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
PRINTING UNITED ALLIANCE · lobbying firm or registrant: PRINTING UNITED ALLIANCE
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 16, 2026 · issue area: Financial Institutions/Investments/Securities
$50,000
Spent on own lobbying
Opposing The Improving Disclosure for Investors Act of 2025 (H.R. 2441/S. 1877), which was included in the INVEST Act (H.R. 3383) and allows financial companies to default investors into e-delivery, which would disenfranchise millions of…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERICAN SECURITIES ASSOCIATION · lobbying firm or registrant: AMERICAN SECURITIES ASSOCIATION
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 14, 2026 · issue area: Financial Institutions/Investments/Securities
$70,000
Spent on own lobbying
…US citizens - S.1053/H.R. 2246, the Foreign Investment Guardrails to Help Thwart China Act - Issues related to inbound and outbound investments to/from China - S.1877, H.R.2441, Improving Disclosure for Investors Act of 2025 - H.R. 3959, legislation codifying SEC Rule 15c2-11 - Issues relating to proxy advisors - Issues rela…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · lobbying firm or registrant: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 14, 2026 · issue area: Banking
$1,810,000
Spent on own lobbying
…5, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 3381, Encouraging Public Offerings of 2025;…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · lobbying firm or registrant: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2026 Q3 report (Jul 1, 2026 – Sep 30, 2026) · posted Oct 14, 2026 · issue area: Financial Institutions/Investments/Securities
$1,810,000
Spent on own lobbying
…ure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exempt…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
ENVELOPE MANUFACTURERS ASSOCIATION · lobbying firm or registrant: ENVELOPE MANUFACTURERS ASSOCIATION
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 22, 2026 · issue area: Financial Institutions/Investments/Securities
$20,000
Spent on own lobbying
S. 1877 - Improving Disclosures for Investors Act of 2025 H.R. 2441 - Improving Disclosures for Investors Act of 2025 H.R. 4538 - the Paper Act H.R. 3383 the INVEST Ac…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
CHAMBER OF COMMERCE OF THE U.S.A. · lobbying firm or registrant: CHAMBER OF COMMERCE OF THE U.S.A.
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Financial Institutions/Investments/Securities
$16,950,000
Spent on own lobbying
…nior Security Act of 2025 H.R. 1799, Financial Reporting Threshold Modernization Act H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025 H.R. 2675/S. 3180, Protecting Our Courts From Foreign Manipulation Act of 2025 H.R. 3301, ELEVATE Act of 2025 H…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
FMR LLC · lobbying firm or registrant: FMR LLC
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Financial Institutions/Investments/Securities
$660,000
Spent on own lobbying
…ility Oversight Council Improvement Act of 2025; e-delivery, including the relevant provisions of H.R.2441, the Improving Disclosure for Investors Act of 2025, S.1877, the Improving Disclosure for Investors Act of 2025, and H.R.3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025;…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
LPL FINANCIAL · lobbying firm or registrant: LPL FINANCIAL
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Financial Institutions/Investments/Securities
$600,000
Spent on own lobbying
General interest in anti-money laundering, cybersecurity, and privacy proposals. H.R.2441/S.1877 - Improving Disclosure for Investors Act of 2025 FINRA Gift Rule FINRA OBA
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
AMERIPRISE FINANCIAL, INC. · lobbying firm or registrant: AMERIPRISE FINANCIAL, INC.
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Financial Institutions/Investments/Securities
$280,000
Spent on own lobbying
…entire bill H.R. 9434 - Reviewing the Expansion of Government Act of 2026 (REG Act) of 2026; entire bill S. 1561 - Secure Notarization Act of 2025; entire bill S. 1877 - Improving Disclosures for Investors Act; entire bill S. 4784 - National Defense Authorization (NDAA); Section 815, Corporate capital distribution policies, i…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
INVESTMENT COMPANY INSTITUTE · lobbying firm or registrant: FEDERAL RESOURCES GROUP
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Banking
$30,000
Paid to lobbying firm
…ugh Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (S.3671)
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
CHARLES SCHWAB CORPORATION · lobbying firm or registrant: THE CHARLES SCHWAB CORPORATION
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Financial Institutions/Investments/Securities
$480,000
Spent on own lobbying
H.R. 3633, the Digital Asset Market Clarity (CLARITY) Act.; Legislative proposals related to electronic delivery, including H.R. 2441 and S. 1877, the Improving Disclosure for Investors Act; File No. SR-OCC-2025-018, Proposed Changes to Clearing Fund Allocation Methodology.; Issues related to the Communi…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
SYLVAMO NORTH AMERICA LLC · lobbying firm or registrant: SYLVAMO NORTH AMERICA, LLC
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Consumer Issues/Safety/Products
$1,000,000
Spent on own lobbying
H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025. Forthcoming SEC E-Delivery Rule.
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
VANGUARD GROUP · lobbying firm or registrant: VANGUARD GROUP
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Financial Institutions/Investments/Securities
$670,000
Spent on own lobbying
…disclosure and investor experience, including providing for electronic delivery of fund information, and the Improving Disclosure for Investors Act (H.R. 2441, S. 1877) Issues related to corporate governance, including proxy process, and the INDEX Act (S.1670), and the Empowering Shareholders Act (H.R. 8265) Issues related to…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing
INVESTMENT COMPANY INSTITUTE · lobbying firm or registrant: INVESTMENT COMPANY INSTITUTE
2026 Q2 report (Apr 1, 2026 – Jun 30, 2026) · posted Jul 20, 2026 · issue area: Financial Institutions/Investments/Securities
$1,190,000
Spent on own lobbying
S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025 S. 1808, Access to Small Business Investor Capital Act S. 1877, Improving Disclosure for Investors Act of 2025 S. 2840, Financial Exploitation Prevention Act of 2025 S. 3578, Financial Stability Oversight Council Improveme…
Congress inferred from the report year; bill number and the title cited with it match Congress.gov records, and the bill predates the report. The amount is lobbying spending for every issue on this report, not this bill alone, and none of it is paid to any member of Congress. View filing