INVESTMENTS related term(s) Securities

Amendments

Dept. of Labor: disapprove rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’ (H.J. Res. 30), consideration (H. Res. 166), H930 [28FE]

——— disapprove rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’ (H.J. Res. 30), postpone consideration of veto message (H. Res. 199), H1162, H1171 [8MR]

Analyses

Debt Limit Drama Heats Up: Mark Zandi and Bernard Yaros, Moody’s Analytics (company), H1966 [26AP]

——— Mark Zandi and Bernard Yaros, Moody’s Analytics (company) (excerpt), H2017 [26AP]

Articles and editorials

Republicans Ought To Be All for ESG, S541 [1MR]

Bills and resolutions

Agriculture: recognize efforts of agricultural research and promotion boards to develop and strengthen markets for specific commodities while increasing sales, consumer awareness, and overall demand (see H. Res. 588), H3575 [13JY]

——— restrict corporations, multilayered subsidiaries, pension funds, and investment funds from purchasing or leasing agricultural land (see S. 2583), S3753 [27JY]

AID: make available to nonadversarial countries in South and Central Asia training in analyzing, assessing, and mitigating any risk of accepting investment or lending from China (see H.R. 5632), H4455 [21SE]

Armed Forces: expand school choice opportunities for children of active duty members by allowing use of tax-free Coverdell Educational Savings Accounts on homeschooling expenses (see H.R. 539), H426 [26JA]

Brazil: support U.S. investment opportunities and strengthen bilateral collaboration in addressing criminal elements operating in Brazilian Amazon (see S. 3414), S5807 [6DE]

Bureau of Indian Education: expand opportunity for Native American children through additional options in education (see H.R. 66), H100 [9JA]

Business and industry: address entities that are not considered to be investment companies for purposes of Investment Company Act (see S. 3319), S5540 [15NO]

——— authorize exclusion of shareholder proposals from proxy or consent solicitation material if subject matter of shareholder proposal is environmental, social, or political (see H.R. 4640), H3611 [14JY]

——— establish Compassionate Capitalist Award to recognize organizations that substantially benefit well-being of employees, stakeholders, and communities (see H.R. 4801), H3888 [20JY]

——— require investment advisers for passively-managed funds to arrange for pass-through voting of proxies for certain securities (see S. 2700), S3757 [27JY] (see H.R. 4645), H3611 [14JY]

CBO: modernize scoring of preventive health legislation to assess long-term health savings (see S. 114), S121 [26JA] (see H.R. 766), H676 [2FE]

CFTC: adjust period during which amounts transferred to account for customer education initiatives and non-awards expenses shall remain available (see H.R. 4935), H4029 [26JY]

——— include oversight of markets which set reference prices for aluminum premiums (see S. 1850), S2005 [7JN]

——— modify Whistleblower Program and Customer Protection Fund (see S. 2500), S3619 [26JY]

——— require digital commodity transactions reporting (see H.R. 5966), H5020 [17OC]

Children and youth: establish youth savings match grant program for students in grades 9 through 12 (see S. 2022), S2123 [15JN]

China: address corrupt business practices that excuse genocide, advance Chinese Communist Party propaganda, advocate on behalf of Chinese Communist Party officials, or invest in certain Chinese industries (see S. 151), S147 [30JA]

——— encourage State and local governments to prohibit certain investment activities in China (see H.R. 6528), H6049 [30NO]

——— impose sanctions and prohibit visas for those who participate in illegal operations in South China Sea and East China Sea (see S. 591), S568 [1MR]

——— impose sanctions in event of invasion or blockade of Taiwan (see S. 481), S456 [16FE]

——— prohibit securities investments that finance certain Chinese companies and expand Non-Specially Designated Nationals Chinese Military-Industrial Complex Companies List (see S. 852), S825 [16MR] (see H.R. 4658), H3612 [14JY]

——— require annual report on U.S. portfolio investments (see S. 860), S826 [16MR]

——— safeguard certain U.S. technology and intellectual property from export to or influence by China and protect U.S. industry from unfair competition by China (see S. 153), S147 [30JA]

Climate: authorize Dept. of the Treasury to issue climate change bonds, deposit funds in Dept. of Commerce Climate Change Resiliency Fund, and establish Climate Change Advisory Commission to award such funds to projects (see S. 3416), S5807 [6DE]

Colleges and universities: provide legal framework necessary for growth of innovative private financing options for students to fund postsecondary education (see S. 136), S147 [30JA]

——— require disclosure of certain foreign investments within endowments (see H.R. 6165), H5228 [1NO]

Committee on Foreign Investment in the U.S.: expand transactions for which declarations may be required to include investments in U.S. businesses that maintain or collect sensitive personal data (see S. 2947), S4720 [27SE]

——— include Depts. of Agriculture and HHS and require to consider security of U.S. food and agriculture systems as factor when determining to take action on foreign investment (see S. 2312), S2460 [13JY]

——— include Sec. of Agriculture as member (see S. 168), S172 [31JA] (see H.R. 683), H576 [31JA] (see H.R. 3378), H2376 [16MY]

——— increase oversight of foreign direct investment in U.S. agricultural land (see S. 1066), S1053 [29MR]

——— protect against foreign influence over agriculture production and supply chains (see S. 68), S98 [25JA] (see H.R. 513), H323 [25JA]

——— protect U.S. food security, give greater jurisdiction over land purchases, and prevent foreign adversary purchases of land near sensitive sites (see H.R. 4577), H3476 [12JY]

——— require review of greenfield investments by China (see S. 2069), S2185 [21JN] (see H.R. 5926), H4998 [11OC]

——— strengthen oversight over foreign investment in U.S. agricultural industry (see S. 2060), S2145 [20JN] (see H.R. 5078), H4151 [28JY]

——— strengthen requirements for reviews of covered transactions involving genetic information (see S. 1827), S1982 [6JN]

Consumer Financial Protection Bureau: encourage greater public-private sector collaboration to promote financial literacy for students and young adults (see H. Res. 392), H2310 [11MY]

——— establish grant program to establish centers of excellence in financial literacy education for young adults and families (see H.R. 2821), H1945 [25AP]

——— replace director with 5-member commission (see H.R. 1410), H1149 [7MR]

Courts: establish judicial ethics (see S. 1908), S2029 [8JN] (see H.R. 3973), H2787 [9JN]

——— require Federal judges and Federal prosecutors to submit quarterly financial disclosures to Judicial Conference of the U.S. and Attorney General (see H.R. 3886), H2777 [7JN]

——— require Justices, judges, magistrate judges, or bankruptcy judges and their spouses and dependent children to place certain assets into qualified blind trusts (see H.R. 3534), H2455 [18MY]

Cryptocurrency: clarify applicability of sanctions and anti-money laundering compliance obligations to U.S. persons in decentralized finance technology sector and virtual currency kiosk operators (see S. 2355), S2984 [18JY]

——— express support for blockchain technology and digital assets (see H. Res. 604), H3888 [20JY]

——— provide for regulation of payment stablecoins (see H.R. 4766), H3886 [20JY]

——— recognize importance of proof-of-work mining, used for certain cryptocurrencies such as Bitcoin, to U.S. ability to achieve its energy goals and grow its economy (see H. Res. 238), H1301 [21MR]

——— require interagency study on environmental and energy impacts of crypto-asset mining and assess crypto-asset mining compliance with Clean Air Act (see S. 661), S654 [6MR] (see H.R. 1460), H1205 [8MR]

Dept. of Agriculture: guarantee investments that will open new markets for forest owners in rural areas (see S. 3399), S5750 [5DE] (see H.R. 5315), H4211 [29AU]

——— improve Rural Energy for America Program (see S. 2594), S3753 [27JY] (see S. 3378), S5692 [30NO] (see H.R. 5051), H4141 [27JY]

——— prioritize funding for expanded and sustained national investment in agriculture research (see S. 1628), S1678 [16MY] (see H.R. 5268), H4203 [25AU]

——— provide rural partnership program grants and rural partnership technical assistance grants (see S. 3309), S5540 [15NO]

——— reduce eligibility requirement for Farm Service Agency direct farm real estate loans (see H.R. 5172), H4171 [8AU]

Dept. of Commerce: conduct interagency review of, and report to Congress on, ways to increase U.S. global competitiveness in attracting foreign direct investment (see S. 2368), S3147 [19JY] (see H.R. 813), H678 [2FE]

——— provide grants to environmental justice communities to promote investment in catalytic local predevelopment projects for resilient climate infrastructure innovation (see S. 2148), S2223 [22JN]

——— require SelectUSA to coordinate with State-level economic development organizations to increase foreign direct investment in semiconductor-related manufacturing and production (see S. 229), S229 [2FE] (see H.R. 752), H675 [2FE]

Dept. of Defense: establish Office of Strategic Capital (see H.R. 4952), H4030 [26JY]

——— include financial literacy education as graduation requirement in high schools operated by Dept. of Defense Education Activity (see H.R. 4118), H2931 [14JN]

——— promote ethics and prevent corruption in contracting and other activities by limiting influence of contractors and foreign entities and ensuring transparency (see S. 2050), S2145 [20JN] (see H.R. 5306), H4210 [29AU]

——— require verification of financial independence of financial services counselors (see S. 2528), S3620 [26JY]

——— strengthen prohibition on ownership or trading of stocks in certain companies by certain officials (see H.R. 5120), H4157 [1AU]

Dept. of Education: allow families to use certain Federal education funds to pay for their chosen education programs (see S. 105), S120 [26JA] (see H.R. 463), H276 [24JA]

——— allow parents of eligible military dependent children to redirect portion of per pupil Impact Aid Program allocations to establish Military Education Savings Accounts (see S. 60), S75 [24JA] (see H.R. 452), H276 [24JA]

——— eliminate tuition at public colleges and universities, increase Pell Grant amounts, establish inclusive student success grants, and invest in low-income students and minority-serving institutions (see S. 1963), S2096 [14JN] (see H.R. 4117), H2931 [14JN]

——— require annual reporting on assets of institutions of higher education (see S. 2187), S2224 [22JN] (see H.R. 4405), H3157 [30JN]

Dept. of Energy: establish program to incentivize investment in facilities that carry out metallurgy of rare earth elements and production of finished rare earth products (see S. 44), S74 [24JA] (see H.R. 2888), H2047 [26AP]

——— prohibit issuance of loan guarantees to contractors who have previously defaulted on loans for alternative energy projects (see H.R. 5092), H4151 [28JY]

Dept. of Labor: disapprove rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’ (see S.J. Res. 8), S265 [7FE] (see H.J. Res. 30), H737 [7FE]

——— disapprove rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’ (H.J. Res. 30), consideration (see H. Res. 166), H967 [28FE]

——— permit retirement plans to consider certain environmental, social, and governance factors in investment decisions (see S. 523), S457 [16FE] (see H.R. 1119), H864 [21FE]

——— prohibit from constraining range or type of investments that may be offered to participants and beneficiaries of individual retirement accounts who exercise control over assets in such accounts (see S. 427), S425 [15FE] (see H.R. 1177), H874 [24FE]

——— prohibit retirement plan investments in foreign adversary and sanctioned entities and require disclosure of existing investments in such entities (see H.R. 4008), H2807 [12JN]

Dept. of the Treasury: abolish Office of Financial Research (see S. 1964), S2096 [14JN]

——— conduct study and submit report on certain risks to U.S. investors due to hostilities in Taiwan or Taiwan Strait (see H.R. 4450), H3159 [30JN]

——— define dollar as fixed weight of gold (see H.R. 2435), H1691 [30MR]

——— establish American Worker Retirement Plan to provide certain workers access to portable, tax-advantaged retirement savings accounts (see S. 3102), S5110 [19OC] (see H.R. 6065), H5104 [25OC]

——— establish Civil Liberties Protection Officer for Financial Crimes Enforcement Network (see H.R. 4107), H2930 [14JN]

——— impose restrictions on investment in Chinese companies by tax-exempt entities (see S. 2750), S4270 [7SE] (see H.R. 5109), H4157 [1AU]

——— improve transparency of Financial Stability Oversight Council and improve systemically important financial institution (SIFI) designation process (see H.R. 3812), H2740 [5JN]

——— instruct U.S. executive directors at international financial institutions to advocate for investment in projects that decrease reliance on Russia for agricultural commodities (see H.R. 4768), H3886 [20JY]

——— issue Clean Energy Victory Bonds to increase investment in domestic development and deployment of clean energy technologies (see S. 2893), S4654 [21SE] (see H.R. 5618), H4454 [21SE]

——— limit funding for Office of the Special Inspector General for the Troubled Asset Relief Program salaries and expenses (see H.R. 2054), H1629 [29MR]

——— prevent foreign terrorist organizations and their financial enablers, whether in currency or digital assets, from accessing financial and other institutions of U.S. (see S. 3441), S5851 [7DE]

——— reauthorize and improve community development financial institutions bond guarantee program (see S. 869), S826 [16MR]

——— require Financial Stability Oversight Council to monitor social media platforms for indicators of bank run or financial panic (see H.R. 2396), H1641 [29MR]

——— support U.S. dollar as world reserve currency and combat economic influence of China (see S. Res. 460), S5478 [13NO]

Dept. of Veterans Affairs: ensure that certain benefits are treated as income by landlords evaluating ability of servicemembers, veterans, or spouse or child of servicemember or veteran, to pay rent (see H.R. 6336), H5667 [9NO]

——— improve management and performance of capital asset programs (see S. 42), S74 [24JA] (see H.R. 3225), H2308 [11MY]

Depts. of Agriculture and the Interior: establish online portals to accept, process, and dispose of certain applications for placement of communications facilities on Federal lands (see H.R. 3299), H2343 [15MY]

Disasters: provide special rules for retirement accounts and personal casualty losses relative to certain major disasters (see S. 3043), S4977 [16OC] (see H.R. 5873), H4950 [2OC]

Economy: make reforms to U.S. capital markets (see H.R. 2799), H1914 [24AP]

Employment: amend minimum participation standards for pension plans and qualified trusts (see S. 3305), S5540 [15NO]

ERISA: clarify fiduciary duty of plan administrators to select and maintain investments based solely on pecuniary factors (see S. 1563), S1623 [11MY]

——— permit default investment arrangements in annuities (see H.R. 3942), H2785 [9JN]

Executive Office of the President: announce whether action will be taken on covered transaction under Defense Production Act that passed Committee on Foreign Investment in the U.S. transaction review deadline (see H.R. 2895), H2048 [26AP]

Eximbank: prohibit provision of financing to persons with seriously delinquent tax debt (see S. 1021), S1052 [29MR]

FDA and Office of the U.S. Trade Representative: require reports on and investments in pharmaceutical supply chain resiliency to reduce reliance on China for finished pharmaceutical products and active pharmaceutical ingredients (see S. 2454), S3459 [20JY]

FDIC: provide limitations of special assessments on community banks and provide authority to recover bonuses paid to executives of failed banks (see S. 825), S798 [15MR]

Federal agencies and departments: enhance reporting and testimony requirements for Federal banking agencies (see H.R. 3555), H2498 [22MY]

——— prohibit certain executive branch officials from holding individual stocks (see S. 693), S669 [7MR]

——— prohibit certain Federal agencies from requiring certain institutions to include custodial assets as liability (see H.R. 5741), H4712 [27SE]

——— prohibit from contracting with companies engaged in boycott of Israel (see H.R. 4564), H3205 [11JY]

——— prohibit requirement for recipients of Federal contracts to disclose greenhouse gas emissions and climate-related financial risk (see H.R. 3358), H2375 [16MY]

——— require executive branch agencies to prohibit conflicting financial interests through prohibited holdings regulations (see H.R. 4222), H2990 [20JN]

——— require Federal banking agencies to report on interactions with non-governmental international organizations (see S. 3446), S5851 [7DE] (see H.R. 4601), H3573 [13JY]

Federal employees: address responsibilities of fiduciaries relative to Thrift Savings Plan (see S. 149), S147 [30JA]

——— prohibit Federal officers and employees from engaging in any financial trading activity while on Federal Government property (see H.R. 2383), H1640 [29MR]

——— prohibit investments under Thrift Savings Plan in certain mutual funds that make investment decisions based primarily on environmental, social, or governance criteria (see S. 2147), S2223 [22JN] (see H.R. 3612), H2545 [23MY]

——— prohibit qualified professional asset managers from exercising voting rights associated with ownership of securities by Thrift Savings Plan (see S. 1891), S2028 [8JN] (see H.R. 3406), H2423 [17MY]

——— prohibit sums in Thrift Savings Plan from being invested in securities listed on certain foreign exchanges (see S. 1650), S1704 [17MY] (see H.R. 3455), H2426 [17MY]

——— prohibit transactions involving certain financial instruments by senior Federal employees, their spouses, or dependent children (see H.R. 310), H232 [12JA]

——— provide for corporate responsibility investment option under Thrift Savings Plan (see H.R. 1261), H970 [28FE]

——— restrict trading and ownership of certain investments (see H.R. 389), H243 [17JA]

Federal Infrastructure Bank: establish (see H.R. 490), H277 [24JA]

Federal Retirement Thrift Investment Board: establish Inspector General (see H.R. 1416), H1149 [7MR]

FEMA: provide greater transfer of risk under National Flood Insurance Program to private capital and reinsurance markets (see H.R. 1306), H1048 [1MR]

FERC: protect consumers from manipulation of electricity and natural gas markets by traders (see S. 1410), S1504 [3MY] (see H.R. 3116), H2135 [5MY]

Financial institutions: apply enhanced supervision and prudential standards applicable to bank holding companies to large banks that do not have bank holding company (see H.R. 4210), H2990 [20JN]

——— convert insured State banks with assets above certain amount into national banks and transfer oversight from FRS or FDIC to Office of the Comptroller of the Currency (see S. 2497), S3619 [26JY]

——— impose higher tax rate on bonuses and profits from sales of stock by executives employed by failing banks that were closed and for which FDIC has been appointed as conservator or receiver (see S. 800), S772 [14MR] (see H.R. 1654), H1293 [17MR]

——— impose requirements on digital exchanges (see S. 3087), S5110 [19OC]

——— improve examination of depository institutions (see S. 2642), S3755 [27JY] (see S. 3541), S5996 [14DE]

——— prohibit stock sales by senior bank executives in certain circumstances (see H.R. 4209), H2989 [20JN]

——— provide for responsible financial innovation and bring digital assets within regulatory perimeter (see S. 2281), S2360 [12JY]

——— provide greater transparency relative to financial regulatory agencies (see S. 1160), S1091 [30MR]

——— repeal exemption from enhanced supervision and prudential standards applicable to bank holding companies with certain total consolidated assets (see S. 817), S798 [15MR] (see H.R. 1596, 1602), H1285 [14MR]

——— require certain large banking institutions to have Chief Risk Officer (see H.R. 4062), H2883 [13JN]

——— require regulatory agencies to take risk profiles and business models of institutions into account when taking regulatory actions (see S. 362), S312 [9FE]

——— restore certain provisions of law to separate investment banking from commercial banking (see H.R. 2714), H1885 [19AP]

Financial literacy: establish competitive grant program to increase financial literacy instruction in elementary schools and secondary schools (see H.R. 2943), H2083 [27AP]

——— improve for secondary school students (see H.R. 6327), H5667 [9NO]

Financial Literacy Month: designate (see S. Res. 185), S1419 [27AP]

——— support goals and ideals (see H. Res. 291), H1726 [13AP]

Foreign countries: improve protection of U.S. investors against certain prejudicial actions taken by foreign countries (see H.R. 465), H276 [24JA]

——— require reviews of U.S. investment in countries that may threaten national critical capabilities and improve use of authorities under Defense Production Act (see H.R. 3136), H2170 [9MY]

Foreign investments: monitor U.S. investments in entities that are controlled by foreign adversaries (see S. 3476), S5919 [12DE] (see H.R. 6733), H6859 [12DE]

Foundation for International Food Security: establish (see S. 3207), S5338 [2NO]

FRS: establish and maintain permanent emergency lending program to provide member banks and other depository institutions with short-term liquidity against long-term assets (see H.R. 1662), H1293 [17MR]

——— permit certain non-designated clearinghouses access to deposit account at Federal reserve bank and apply certain risk management standards to such clearinghouses receiving certain Federal reserve bank services (see H.R. 5234), H4191 [18AU]

——— require Federal banking regulators report on implementation of recommendations from Financial Stability Oversight Council Chairperson and Executive orders (see H.R. 4737), H3857 [19JY]

——— require financial firms to establish plans to reduce investing in financed greenhouse gas emissions to protect financial stability (see S. 1138), S1090 [30MR] (see H.R. 2443), H1692 [30MR]

FTC: promulgate regulations to prohibit entity from selling, leasing, or offering for sale or lease water rights at excessive price during certain droughts (see H.R. 3637), H2595 [24MY]

GAO: report on national all-hazards disaster insurance program (see H.R. 274), H202 [11JA]

Government: express support for comprehensive political reform plan (see H. Res. 938), H6985 [14DE]

——— prohibit Members of Congress, congressional staff, President, Vice President, and senior officials from owning investments while in office and prohibit Members from serving on corporate boards while in office (see H.R. 1463), H1205 [8MR]

——— require Members of Congress, congressional staff, President, Vice President, and senior officials to report Government payments in financial disclosures and ban stock trading for senior officials (see S. 2463), S3521 [25JY] (see S. 3555), S6022 [18DE] (see H.R. 6842), H6992 [15DE]

Government regulations: increase financial regulatory accountability and transparency (see H.R. 3556), H2498 [22MY]

——— protect investment choices by allowing money market funds to elect to be stable value funds if they meet certain criteria and would be exempt from default liquidity fee requirementss (see H.R. 6783), H6983 [14DE]

Green New Deal: address climate change, invest in infrastructure, reduce greenhouse gases and agricultural and hazardous waste, convert to clean energy, create jobs, and protect vulnerable communities (see S. Res. 173), S1341 [25AP] (see H. Res. 319), H1915 [24AP] (see H. Res. 319), H1947 [25AP]

Health: allow individuals to elect to receive contributions to health savings account in lieu of reduced cost-sharing under insurance obtained through health insurance exchange (see H.R. 5608), H4437 [20SE]

——— require disclosure of information relative to private equity investments in healthcare and report on how healthcare consolidation and private equity contribute to health quality and cost indicators (see H.R. 1754), H1408 [23MR]

House Rules: prohibit Members of Congress from owning individual stocks (see H. Res. 156), H875 [24FE]

Iceland: include in list of foreign states whose nationals are eligible for admission into U.S. as E–1 and E–2 nonimmigrants if U.S. nationals are treated similarly by Iceland (see H.R. 3986), H2787 [9JN]

Inflation Reduction Act: repeal (see H.R. 812), H678 [2FE]

Information technology: prohibit interference in U.S. digital commodity markets by entities organized or established in foreign adversary (see S. 1870), S2006 [7JN]

Infrastructure Investment and Jobs Act: repeal provisions that impose new information reporting requirements for digital asset transfers (see S. 695), S714 [8MR]

Insurance: ensure plan fiduciaries may access de-identified information relating to health claims (see H.R. 4527), H3204 [11JY]

——— require certain insurance companies to disclose investments and underwriting that relate to coal mining and oil and gas extraction and fossil fuel extraction (see H.R. 4888), H3950 [25JY]

International Development Association: accord securities same exemption from securities laws that applies to securities of other multilateral development banks in which U.S. is member (see H.R. 1161), H873 [24FE]

IRS: clarify definition of broker relative to digital assets (see H.R. 1414), H1149 [7MR]

——— modify rehabilitation credit to allow such credit to be taken in one taxable year (see H.R. 5882), H4985 [3OC]

Israel: allow State and local governments to divest from entities engaging in boycott, divestment, or sanctions activities targeting Israel (see S. 1637), S1704 [17MY]

Land Port of Entry Modernization Trust Fund: establish to provide for maintenance and expansion of land ports (see H.R. 3135), H2170 [9MY]

Law enforcement: require Federal financial regulators to create public database of people who have committed financial crimes or have civil liability for financial misdeeds (see S. 1900), S2029 [8JN]

Medicare: clarify application of in-office ancillary services exception to physician self-referral prohibition for drugs (see S. 3458), S5897 [11DE] (see H.R. 5526), H4379 [18SE]

Members of Congress: allow to opt out of Federal Employees Retirement System and allow such Members to continue to participate in Thrift Savings Plan (see S. 86), S98 [25JA] (see H.R. 4926), H4029 [26JY]

——— ban lobbying after leaving office, prohibit individual stock ownership, restrict travel benefits and certain perks for former Members, and reduce pay if Speaker is not elected on first day of Congress (see H.R. 507), H323 [25JA]

——— prohibit sale or purchase of covered financial instruments by Members and their spouses (see H.R. 6141), H5227 [1NO]

——— prohibit stock trading and ownership by Members, their spouses, or their dependent children (see S. 1171), S1134 [17AP] (see H.R. 2678), H1845 [18AP]

——— prohibit stock trading and ownership by Members and their spouses (see H.R. 1679), H1300 [21MR]

——— prohibit transactions involving certain financial instruments by Members and their spouses (see S. 58), S75 [24JA] (see S. 439), S425 [15FE] (see H.R. 1138), H865 [21FE]

——— provide that time of service for Member expelled from Congress shall not count towards eligiblity for retirement benefits or certain other Federal benefits (see H.R. 6579), H6110 [4DE]

——— require disclosure of financial interests in cryptocurrency (see H.R. 5050), H4141 [27JY]

——— require Members, spouses, and dependent children to place certain assets into blind trusts (see S. 2773), S4389 [12SE] (see H.R. 345), H233 [12JA]

——— restrict trading and ownership of certain financial instruments by Members, their spouses, and dependents (see H.R. 3003), H2117 [28AP]

——— terminate pensions, except right to continue participating in Thrift Savings Plan (see S. 87), S98 [25JA] (see H.R. 158), H103 [9JA] (see H.R. 4925), H4029 [26JY] (see H.R. 5068), H4150 [28JY]

National Infrastructure Bank: establish (see H.R. 4052), H2883 [13JN]

National Infrastructure Investment Corp.: establish (see H.R. 3360), H2375 [16MY]

National Telecommunications and Information Administration: submit report to Congress on plan to implement online application portal for placement of communications facilities on Federal lands (see H.R. 3343), H2346 [15MY]

Nuclear energy: establish working group to provide input on feasibility of establishing program to support strategically important capital-intensive infrastructure projects (see H.R. 3483), H2453 [18MY]

Pensions: clarify application of prudence and exclusive purpose duties to exercise of shareholder rights (see H.R. 5337), H4222 [5SE]

——— ensure that pension plans provide notice to participants and beneficiaries on risks associated with certain investments (see H.R. 5340), H4222 [5SE]

——— establish that fiduciaries must act with prudence and loyalty when selecting service providers for pension plans (see H.R. 5338), H4222 [5SE]

——— provide greater spousal protection under defined contribution plans, expand access to retirement savings, and increase financial literacy (see S. 2627), S3754 [27JY] (see H.R. 5060), H4141 [27JY]

——— require investment advisors to consider only monetary factors when making investment decisions (see S. 2282), S2360 [12JY] (see H.R. 4237), H3069 [21JN]

——— specify requirements concerning consideration of pecuniary and non-pecuniary factors (see H.R. 5339), H4222 [5SE]

Political ethics: require President and Vice President to disclose and divest financial conflicts of interest and require Presidential appointees to recuse themselves from such matters before their agencies (see S. 1486), S1566 [9MY]

Power resources: update Federal purchase requirement to ensure transition away from fossil fuel sources of energy to 100 percent clean and renewable energy by 2050 (see H.R. 2703), H1885 [19AP]

Public Company Accounting Oversight Board: promote transparency by making disciplinary proceedings open to public (see S. 865), S826 [16MR]

Public welfare programs: exempt certain college savings plans from asset limitations when determining SSI, Temporary Assistance for Needy Families Program, or LIHEAP eligibility (see H.R. 5468), H4344 [14SE]

Puerto Rico: designate all of Puerto Rico as opportunity zone (see H.R. 378), H242 [17JA]

Real estate: identify foreign purchasers in urban areas, increase foreign investment in real property withholding tax, and use proceeds to increase low-income housing tax credit ceiling (see S. 551), S531 [28FE] (see H.R. 3533), H2455 [18MY]

——— provide additional requirements for purchase and sale of conventional mortgages by enterprises (see S. 2687), S3756 [27JY] (see H.R. 5837), H4909 [29SE]

Renewable energy: prohibit investment by foreign adversaries in U.S. real estate suitable for renewable energy or renewable fuels production (see H.R. 1448), H1205 [8MR]

SBA: establish employee equity investment facility (see S. 1618), S1678 [16MY] (see H.R. 3383), H2376 [16MY]

——— establish MicroCap small business investment company designation (see S. 1157), S1091 [30MR] (see H.R. 3717), H2637 [25MY]

——— establish SBIC Advisory Committee (see S. 2212), S2225 [22JN]

——— establish small business and domestic production recovery investment facility (see S. 46), S74 [24JA] (see H.R. 580), H428 [26JA]

——— exclude from limit on leverage certain amounts invested in smaller enterprises located in rural or low-income areas and small businesses in critical technology areas (see H.R. 5333), H4217 [1SE]

——— improve commercialization activities in Small Business Innovation Research Program and Small Business Technology Transfer Program (see S. 1396), S1463 [2MY] (see H.R. 3056), H2125 [2MY]

——— improve women’s business center program (see S. 2184), S2224 [22JN] (see H.R. 5361), H4229 [8SE]

——— increase amount that certain banks and savings associations may invest in small business investment companies, subject to approval of appropriate Federal banking agency (see H.R. 400), H248 [20JA]

——— increase maximum amount for certain loans (see H.R. 1491), H1247 [9MR]

SEC: add additional investment thresholds for individual to qualify as accredited investor (see H.R. 2652), H1759 [17AP]

——— address advertising by digital asset intermediaries (see S. 1357), S1418 [27AP]

——— address disclosures by directors, officers, and principal stockholders of foreign private issuers (see S. 1169), S1134 [17AP]

——— allow for registration of venture exchanges (see S. 2068), S2185 [21JN] (see H.R. 6623), H6207 [6DE]

——— amend definition of accredited investor (see H.R. 1579), H1285 [14MR]

——— amend definition of accredited investor to include individuals receiving advice from certain professionals (see H.R. 2773), H1908 [20AP]

——— amend Federal securities laws to enhance 403(b) plans (see H.R. 3063), H2125 [2MY]

——— amend Federal securities laws to specify periods for which financial statements are required to be provided by emerging growth company (see H.R. 2608), H1725 [13AP]

——— amend Federal securities laws with respect to materiality of disclosure requirements (see H.R. 4790), H3887 [20JY]

——— amend rule relating to shareholder proposals (see S. 3179), S5315 [1NO]

——— authorize exclusion of shareholder proposals from proxy or consent solicitation material if proposals substantially implement, duplicate, or are substantially similar to previously included proposals (see H.R. 4644), H3611 [14JY]

——— authorize exclusion of shareholder proposals from proxy or consent solicitation material if such proposals are substantially similar to previously included proposals (see H.R. 4641), H3611 [14JY]

——— carry out study and rulemaking on definition of term ‘‘small entity’’ for purposes of securities laws (see H.R. 2792), H1909 [20AP]

——— clarify definition of qualifying venture capital funds (see H.R. 2790), H1909 [20AP]

——— clarify that issuer may exclude shareholder proposal from its proxy statement without regard to whether such proposal relates to significant social policy issue (see H.R. 4657), H3612 [14JY]

——— codify certain no-action letters that exclude brokers and dealers compensated for certain research services from definition of investment adviser (see H.R. 2622), H1725 [13AP]

——— codify certain qualifications of individuals as accredited investors for purposes of securities laws (see H.R. 835), H708 [6FE]

——— conduct study of certain issues relative to shareholder proposals, proxy advisory firms, and proxy process (see H.R. 4662), H3612 [14JY]

——— create safe harbor for finders and private placement brokers (see H.R. 2590), H1724 [13AP]

——— disapprove rule entitled ‘‘Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure’’ (see S.J. Res. 50), S5459 [9NO] (see H.J. Res. 100), H5669 [9NO]

——— disclose and report on non-material disclosure mandates (see H.R. 4628), H3574 [13JY]

——— enable shareholders of large public companies to hold corporate management accountable for certain ‘‘woke’’ corporate actions that breach certain fiduciary duties (see S. 189), S172 [31JA]

——— enhance civil penalties under Federal securities laws (see S. 837), S825 [16MR]

——— establish disclosure requirements for securities from certain Chinese companies (see S. 854), S825 [16MR]

——— establish Public Company Advisory Committee (see H.R. 4652), H3612 [14JY]

——— establish Senior Investor Taskforce (see S. 955), S933 [23MR] (see H.R. 2593), H1724 [13AP]

——— exclude qualified institutional buyers and institutional credited investors when calculating holders of security for purposes of mandatory registration threshold (see H.R. 2605), H1725 [13AP]

——— exempt off-exchange secondary trading from State regulation where such trading is with respect to securities of issuer that makes publicly available certain current information (see H.R. 2506), H1708 [6AP]

——— expand ability to use testing the waters and confidential draft registration submissions to encourage initial public offerings (see S. 3030), S4948 [4OC] (see H.R. 2793), H1909 [20AP]

——— expand access to capital for rural small businesses (see S. 294), S265 [7FE] (see H.R. 298), H203 [11JA]

——— expand research report exception to include reports about any issuer that undertakes proposed offering of public securities (see H.R. 2576), H1724 [13AP]

——— extend no-action determination relative to provision of research services by broker-dealers (see S. 2141), S2223 [22JN]

——— further enhance anti-retaliation protections for whistleblowers (see S. 811), S798 [15MR]

——— impose certain requirements relative to use of market indexes (see S. 3203), S5338 [2NO]

——— improve quality of proxy advisory firms to protect investors and economy and to foster accountability, transparency, responsiveness, and competition in industry (see S. 1799), S1899 [1JN] (see H.R. 448), H275 [24JA] (see H.R. 4589), H3477 [12JY]

——— increase exemption from registration threshold for certain investment advisers of private funds to reflect change in inflation (see H.R. 2578), H1724 [13AP]

——— institute holding periods for stock buybacks and stock-based compensation (see S. 790), S772 [14MR]

——— issue rules requiring enhanced disclosures for special purpose acquisition (blank check) companies during initial public offering and pre-merger stages (see S. 1901), S2029 [8JN]

——— lower aggregate market value of voting and non-voting common equity necessary for issuer to qualify as well-known seasoned issuer (see H.R. 2625), H1725 [13AP]

——— make revisions to Federal securities laws relative to shareholder proposals, proxy voting, and registration of proxy advisory firms (see H.R. 4767), H3886 [20JY]

——— permit issuer, when determining market capitalization of issuer for purposes of testing significance of acquisition or disposition, to include value of all shares of issuer (see H.R. 2497), H1707 [6AP]

——— permit private persons to seek sanctions by filing civil actions (see H.R. 6695), H6814 [11DE]

——— permit registered investment companies to omit certain fees from calculation of acquired fund fees and expenses reporting (see H.R. 1379), H1147 [7MR] (see H.R. 5273), H4204 [25AU]

——— preempt State securities law requiring registration for secondary transactions (see H.R. 2607), H1725 [13AP]

——— prohibit from compelling inclusion or discussion of shareholder proposals or proxy or consent solicitation materials (see H.R. 4655), H3612 [14JY]

——— prohibit from issuing conflicting proposed or final rules and to consider industry-specific costs (see H.R. 4112), H2931 [14JN]

——— prohibit from requiring issuer to make climate-related disclosures that are not material to investors (see H.R. 317), H232 [12JA]

——— prohibit from requiring issuers to disclose information relative to greenhouse gas emissions (see S. 391), S351 [13FE] (see H.R. 1018), H838 [14FE]

——— prohibit from requiring that personally identifiable information be collected under consolidated audit trail reporting requirements (see S. 2230), S2310 [11JY] (see H.R. 4551), H3205 [11JY]

——— prohibit limitations on closed-end companies investing in private funds (see H.R. 2627), H1725 [13AP]

——— prohibit robovoting relative to votes related to proxy or consent solicitation materials (see H.R. 4656), H3612 [14JY]

——— prohibit trading of certain Communist Chinese military companies securities on national securities exchange (see S. 152), S147 [30JA]

——— promulgate rules relative to electronic delivery of certain required disclosures (see H.R. 1807), H1464 [27MR]

——— provide for disclosure of additional material information about public companies and establish Sustainable Finance Advisory Committee (see H.R. 4759), H3857 [19JY]

——— provide for duties of certain investment advisors, asset managers, and pension funds relative to voting on shareholder proposals (see H.R. 4648), H3612 [14JY]

——— provide liability for certain failures to disclose material information in connection with proxy voting advice (see H.R. 4590), H3477 [12JY]

——— provide small issuers with micro-offering exemption free of mandated disclosures or offering filings, but subject to antifraud provisions of Federal securities laws (see H.R. 2609), H1725 [13AP]

——— provide that certain disclosures relative to scope 3 greenhouse gas emissions may not be required under securities laws (see H.R. 3057), H2125 [2MY]

——— raise offering amount threshold for when issuers using crowdfunding exemption are required to file financial statements reviewed by public accountant who is independent of issuer (see H.R. 6825), H6985 [14DE]

——— repeal rule making open market stock repurchases by public companies easier and require percentage of company boards to be picked by employees (see H.R. 3694), H2636 [25MY]

——— require Advocate for Small Business Capital Formation to provide educational resources and host events to promote capital raising options for traditionally underrepresented small businesses (see H.R. 2796), H1914 [24AP]

——— require certain additional annual disclosures by public companies and exchange-traded funds investing in companies with ties to China (see H.R. 499), H322 [25JA]

——— require certain foreign companies to use approved independent auditors (see S. 3494), S5961 [13DE] (see H.R. 6769), H6941 [13DE]

——— require certification examinations for accredited investors (see H.R. 2797), H1914 [24AP]

——— require disclosure of payments for settlements of disputes regarding sexual abuse and certain types of harassment and discrimination (see S. 1393), S1440 [1MY] (see H.R. 3078), H2126 [2MY]

——— require disclosures by advisors of private funds invested in countries of concern (see S. 3286), S5459 [9NO]

——— require issuers filing annual reports to disclose any connections with Chinese Communist Party (see S. 144), S147 [30JA] (see H.R. 747), H675 [2FE]

——— require issuers to disclose information about workforce management policies, practices, and performance in annual reports (see S. 2751), S4355 [11SE] (see H.R. 4578), H3476 [12JY]

——— require issuers to disclose information on pay raises made to executives and non-executive employees (see H.R. 5519), H4346 [14SE]

——— require issuers to disclose whether their supply chain uses forced labor Uyghurs (see H.R. 4452), H3159 [30JN]

——— require issuers to disclose whether they do business in, or with China or other aggressor nations (see H.R. 4451), H3159 [30JN]

——— require issuers to make certain disclosures relative to use of forced labor in Xinjiang Uyghur Autonomous Region in China (see H.R. 4840), H3895 [24JY]

——— require issuers with multi-class stock structure to make certain disclosures in any proxy or consent solicitation material (see H.R. 2795), H1914 [24AP]

——— require national securities exchanges to identify issuers that are consolidated variable interest entities (see S. 855), S825 [16MR]

——— require publicly traded companies to disclose if company has diversity, equity, and inclusion program to combat antisemitism (see H.R. 6776), H6941 [13DE]

——— require reporting of certain expenditures for political activities (see H.R. 4863), H3949 [25JY]

——— require that information required to be disclosed by issuers be material to investors of those issuers (see S. 2005), S2122 [15JN] (see H.R. 4168), H2957 [15JN]

——— revise certain thresholds related to smaller reporting companies, accelerated filers, and large accelerated filers (see H.R. 2603), H1724 [13AP]

——— revise definition of facility (see H.R. 6027), H5042 [24OC]

——— revise definition of qualifying investment to include equity security issued by qualifying portfolio company for purposes of exemption from registration for venture capital fund advisers (see H.R. 2579), H1724 [13AP]

——— revise rules on general solicitation or general advertising to allow for presentations or other communication made by or on behalf of issuer at certain events (see S. 3298), S5507 [14NO] (see H.R. 1553), H1278 [10MR]

——— revise shareholder threshold for registration under Securities Exchange Act for issuers that receive support through certain Federal universal service support mechanisms (see S. 3242), S5402 [7NO] (see H.R. 4360), H3142 [23JN]

——— specify certain registration statement contents for emerging growth companies and permit issuers to file draft registration statements for confidential review (see H.R. 2610), H1725 [13AP]

——— specify requirements for considering pecuniary and non-pecuniary factors, study climate change and other environmental disclosures in municipal bond market, and study solicitation of municipal securities business (see H.R. 4600), H3573 [13JY]

——— specify that trading prohibition for certain Chinese issuers that retain public accounting firms that have not been subject to inspection by Public Company Accounting Oversight Board shall apply after 1 year (see H.R. 4879), H3949 [25JY]

——— support current definition of materiality in securities laws and oppose new disclosure requirements outside core mission (see H. Res. 32), H234 [12JA]

——— update definition of emerging growth company (see H.R. 2624), H1725 [13AP]

Securities: exclude investment contract assets from definition of security relative to digital assets (see H.R. 3572), H2499 [22MY]

——— permit individuals to invest in private issuers upon acknowledging investment risks (see H.R. 1574), H1284 [14MR]

——— postpone date of payment or satisfaction upon redemption of certain securities in cases of financial exploitation of specified adults (see S. 1481), S1566 [9MY]

——— postpone date of payment or satisfaction upon redemption of certain securities in the case of financial exploitation of specified adults (see H.R. 500), H322 [25JA]

Small business: require GAO report on access to credit for veteran-owned and controlled small business and SBA report on Interagency Task Force on Veterans Small Business Development (see H.R. 4480), H3170 [6JY]

Social Security: establish Social Security Surplus Protection Account in Federal Old-Age and Survivors Insurance Trust Fund and suspend investment of such funds until certain legislation is enacted (see H.R. 853), H709 [6FE]

——— strengthen by reforming benefit formula and calculation of cost-of-living adjustments and improving long-term condition of trust fund (see H.R. 3261), H2309 [11MY]

Social Security and Medicare Part A Investment Commission: establish (see H.R. 853), H709 [6FE]

Space policy: prohibit purchase of certain telecommunications or aerospace goods or services from entities affiliated with China or Russia and require reporting on investment by foreign persons in U.S. aerospace industry (see S. 1483), S1566 [9MY]

Taxation: add new medical research component to credit for increasing research activities (see H.R. 5207), H4186 [15AU]

——— allow, without regard to disability, individuals eligible for veterans benefits to contribute to health savings accounts (see H.R. 5787), H4853 [28SE]

——— allow both spouses to make catch-up contribution to same health savings account (see H.R. 5607), H4437 [20SE]

——— allow certain deductions to apply to qualified business development company interest dividends in same manner as qualified real estate investment trust dividends (see H.R. 5225), H4191 [18AU]

——— allow deduction for investment advisory expenses of certain funeral and cemetery trusts during suspension of miscellaneous itemized deductions (see H.R. 5251), H4196 [22AU]

——— allow employers tax credit as incentive to partner with community colleges or other educational institutions to improve workforce development and job training for students (see H.R. 4685), H3639 [17JY]

——— allow first-dollar coverage of mental health services in health savings accounts (see H.R. 5752), H4712 [27SE]

——— allow for certain distributions from health savings account for medical expenses incurred during certain time period before account was established (see H.R. 5690), H4497 [26SE]

——— allow for nonrecognition of gain on real property sold for use as affordable housing (see H.R. 5176), H4171 [8AU]

——— allow individuals enrolled in Medicare Part A to contribute to health savings accounts (see H.R. 5709), H4497 [26SE]

——— allow individuals only enrolled in Medicare Part A to contribute to health savings accounts (see H.R. 2769), H1908 [20AP]

——— allow individuals with direct primary care service arrangements to remain eligible for purposes of health savings accounts (see H.R. 3029), H2118 [28AP]

——— allow limited 529 college savings programs funds to be used for elementary and secondary education, including homeschooling (see S. 57), S75 [24JA] (see H.R. 6050), H5104 [25OC]

——— allow qualified distributions from health savings accounts for certain home care expenses (see H.R. 1795), H1437 [24MR]

——— allow qualified distributions from qualified tuition programs for certain aviation maintenance and commercial pilot courses (see S. 1561), S1623 [11MY] (see H.R. 1818), H1526 [28MR]

——— allow rehabilitation expenditures for public school buildings to qualify for rehabilitation credit (see S. 1523), S1602 [10MY] (see H.R. 3181), H2243 [10MY]

——— allow students to take saver’s credit (see H.R. 2641), H1758 [17AP]

——— allow tax-advantaged distributions from health savings accounts to cover certain family or medical leave expenses (see H.R. 107), H101 [9JA]

——— clarify treatment of distributions from health savings accounts for long-term care services (see H.R. 5774), H4713 [27SE]

——— deny energy credit to property located on prime or unique farmland if such property is used for generating solar energy (see H.R. 4369), H3149 [27JN]

——— deny interest and depreciation deductions for taxpayers owning more than certain number of single family properties (see S. 2224), S2310 [11JY]

——— eliminate certain fuel excise taxes and impose tax on greenhouse gas emissions to provide revenue for maintaining and building American infrastructure (see H.R. 6665), H6739 [7DE]

——— encourage economic growth (see H.R. 3938), H2785 [9JN]

——— enhance tax benefits for research activities (see S. 866), S826 [16MR]

——— ensure that bonds used to finance professional sports stadiums are not treated as tax-exempt bonds (see S. 392), S351 [13FE] (see H.R. 993), H837 [14FE]

——— establish American opportunity accounts, modify estate and gift tax rules, and reform taxation of capital income (see S. 441), S425 [15FE] (see H.R. 1041), H839 [14FE]

——— establish health freedom accounts (see H.R. 1769), H1409 [23MR]

——— establish neighborhood revitalization tax credit (see S. 657), S654 [6MR] (see H.R. 3940), H2785 [9JN]

——— establish special rules for capital gains invested in rural opportunity zones (see H.R. 3906), H2778 [7JN]

——— exclude debt held by certain insurance companies from capital assets (see H.R. 5707), H4497 [26SE]

——— exclude property and facilities located on prime farmland from certain credits relating to renewable energy production and investment (see H.R. 4257), H3070 [21JN]

——— expand and improve health savings accounts (see S. 2621), S3754 [27JY] (see H.R. 4803), H3888 [20JY]

——— expand availability of employee stock ownership plans in S corporations (see S. 2515), S3619 [26JY] (see H.R. 4896), H4028 [26JY] (see H.R. 5011), H4139 [27JY]

——— expand housing investment with mortgage revenue bonds (see S. 1805), S1982 [6JN]

——— expand refundability and increase simplification of research credit for certain small businesses (see H.R. 6685), H6740 [7DE]

——— extend certain incentives related to empowerment zones to District of Columbia (see H.R. 6488), H5936 [28NO]

——— extend expensing of environmental remediation costs (see H.R. 6438), H5892 [15NO]

——— extend publicly traded partnership ownership structure to energy power generation projects and transportation fuels (see S. 2641), S3755 [27JY] (see H.R. 3690), H2636 [25MY]

——— impose excise tax on certain investments of private colleges and universities (see H.R. 4380), H3150 [27JN]

——— impose excise tax on failure of certain hedge funds owning excess single-family residences to dispose of such residences (see S. 3402), S5750 [5DE] (see H.R. 6608), H6144 [5DE]

——— impose financial transaction tax on trading of stocks, bonds and derivatives and invest such funds in domestic priorities (see S. 1990), S2097 [14JN] (see H.R. 4119), H2931 [14JN]

——— impose minimum tax on certain wealthy tax payers that takes into account unrealized gains (see H.R. 6498), H5982 [29NO]

——— impose tax on certain volatile, high-volume stock, bond, and derivative transactions (see S. 2491), S3522 [25JY] (see H.R. 4870), H3949 [25JY]

——— improve access to health care by expanding health savings accounts and flexible spending accounts (see S. 1158), S1091 [30MR] (see H.R. 2959), H2084 [27AP]

——— improve access to health savings accounts (see H.R. 677), H575 [31JA]

——— improve health savings accounts (see H.R. 5688), H4497 [26SE] (see H.R. 5777), H4714 [27SE]

——— include expenses relative to membership in health care sharing ministries to qualify for medical expenses deduction (see H.R. 3426), H2425 [17MY]

——— increase and provide inflation adjustment for limitation on distributions from qualified tuition programs that may be used for elementary and secondary tuition (see S. 426), S425 [15FE]

——— increase exclusion from gain of sale of principal residence (see H.R. 1321), H1049 [1MR]

——— increase funding for Social Security and Medicare through modifications to income cap, increase to contributions by high-income earners, and closing of loopholes (see S. 1174), S1210 [18AP] (see H.R. 4535), H3204 [11JY]

——— increase limitations on expensing of depreciable business assets (see S. 2609), S3754 [27JY] (see H.R. 3661), H2635 [25MY]

——— increase maximum contribution limit for health savings accounts (see H.R. 5737), H4498 [26SE]

——— increase rate of excise tax on repurchase of corporate stock (see S. 413), S397 [14FE]

——— index certain assets for purposes of determining gain or loss (see S. 1225), S1293 [20AP]

——— make investment income of certain foreign governments subject to tax (see S. 2518), S3619 [26JY]

——— make look-through rule for related controlled foreign corporations permanent (see H.R. 4357), H3142 [23JN]

——— make permanent exclusion from gross income of discharges of qualified principal residence indebtedness (see H.R. 3890), H2777 [7JN]

——— make permanent permissible first-dollar coverage of telehealth services in health savings accounts (see S. 731), S742 [9MR]

——— make permanent 7-year depreciation recovery period for motorsport entertainment complexes (see S. 2462), S3521 [25JY] (see H.R. 2696), H1846 [18AP]

——— make permanent three year depreciation schedule for racehorses regardless of age when put into service (see H.R. 2926), H2083 [27AP]

——— make portion of research credit refundable for certain small businesses engaging in specified medical research (see H.R. 5206), H4186 [15AU]

——— modernize health savings accounts (see H.R. 5687), H4497 [26SE] (see H.R. 6857), H6997 [19DE]

——— modify age limitations on eligibility for earned income tax credit (see H.R. 5689), H4497 [26SE]

——— modify certain rules applicable to qualified small issue manufacturing bonds and expand certain exceptions to private activity bond rules for first-time farmers (see S. 2653), S3755 [27JY] (see S. 2723), S3894 [5SE] (see H.R. 3787), H2712 [1JN]

——— modify excise tax on investment income of private colleges and universities (see S. 3514), S5995 [14DE]

——— modify exclusion for gain from qualified small business stock (see S. 1243), S1293 [20AP] (see H.R. 2767), H1908 [20AP]

——— modify net investment income tax and transfer revenues to Federal Hospital Insurance Trust Fund (see H.R. 34), H98 [9JA]

——— modify private business use requirements for bonds issued for lead service line replacement projects (see S. 726), S742 [9MR] (see H.R. 1407), H1148 [7MR]

——— modify rehabilitation credit for certain small projects and eliminate requirement that taxpayer’s basis in building be reduced by amount of rehabilitation credit determined relative to such building (see H.R. 1785), H1437 [24MR]

——— modify rules relative to qualified opportunity zones (see H.R. 5761), H4713 [27SE]

——— modify treatment of certain rents received by real estate investment trusts from related parties (see H.R. 3749), H2664 [30MY]

——— permanently allow tax deduction at time investment in qualified property is made (see S. 314), S310 [9FE] (see S. 1117), S1090 [30MR] (see H.R. 2406), H1690 [30MR]

——— permanently extend new markets tax credit (see S. 234), S229 [2FE] (see H.R. 2539), H1709 [6AP]

——— permit amounts paid for programs to obtain recognized postsecondary credential or license to be treated as qualified higher education expenses for purposes of 529 account (see S. 722), S715 [8MR] (see H.R. 1477), H1206 [8MR]

——— permit election relative to property transferred in connection with services to be made in electronic form (see H.R. 2611), H1725 [13AP]

——— permit 529 college savings program funds to be used for certain non-degree technical training certificate programs and apprenticeship programs (see S. 2921), S4678 [26SE] (see H.R. 329), H232 [12JA]

——— permit rollover contributions from Roth IRAs to designated Roth accounts (see H.R. 6757), H6941 [13DE]

——— promote establishment and growth of small businesses (see H.R. 3937), H2785 [9JN]

——— promote new business innovation (see H.R. 368), H238 [13JA]

——— provide credit for investment in community development financial institutions (see S. 2963), S4759 [28SE] (see H.R. 6650), H6208 [6DE]

——— provide credits for production of renewable chemicals and investments in renewable chemical production facilities (see H.R. 6532), H6049 [30NO]

——— provide emergency savings accounts for individuals (see H.R. 312), H232 [12JA]

——— provide emergency savings accounts for small businesses (see H.R. 313), H232 [12JA]

——— provide for microemployer pension plan startup credit (see H.R. 6007), H5032 [19OC]

——— provide for new markets tax credit investments in rural job zones (see S. 1455), S1534 [4MY] (see H.R. 5026), H4140 [27JY]

——— provide for proper tax treatment of personal service income earned in pass-through entities (see H.R. 2686), H1845 [18AP]

——— provide investment credit for conversion of office buildings into other uses (see H.R. 419), H249 [20JA]

——— provide matching payments for ABLE account contributions by certain low-income disabled individuals (see S. 2522), S3619 [26JY] (see H.R. 5102), H4156 [1AU]

——— provide tax credit to issuers of American Infrastructure bonds (see S. 1695), S1743 [18MY]

——— provide that certain Virgin Islands residents who are shareholders of certain corporations are not treated as U.S. persons for purposes of determining certain income inclusions relative to such corporations (see H.R. 1039), H839 [14FE]

——— recognize importance of stepped-up basis of certain inherited property in preserving family-owned farms and small businesses (see H. Res. 237), H1301 [21MR]

——— reduce age for making catch-up contributions to retirement accounts to take into account time out of workforce to provide dependent care services (see H.R. 6772), H6941 [13DE]

——— reduce holding period used to determine whether horses qualify as certain assets (see H.R. 2927), H2083 [27AP]

——— reinstate estate, gift, and generation-skipping taxes on estates valued over certain amount and end tax breaks and loopholes for high-value trusts and estates (see S. 1178), S1210 [18AP] (see H.R. 2676), H1845 [18AP]

——— remove private or commercial golf courses and country clubs from list of uses for which certain proceeds cannot be used (see H.R. 3124), H2135 [5MY]

——— repeal estate tax and retain stepped-up basis at death (see H.R. 338), H233 [12JA]

——— repeal excise tax on repurchase of corporate stock (see H.R. 515), H323 [25JA]

——— repeal production tax credit and investment tax credit (see H.R. 1562), H1279 [10MR]

——— restore limitation on downward attribution of stock ownership in applying constructive ownership rules to controlled foreign corporations (see H.R. 5751), H4712 [27SE]

——— restore tax exemption for advance refunding bonds (see S. 1453), S1533 [4MY] (see H.R. 1837), H1527 [28MR]

——— restore taxable real estate investment trust (REIT) subsidiary asset test (see H.R. 5275), H4204 [25AU]

——— revise tax treatment of partnership interests received in connection with performance of services (see S. 3317), S5540 [15NO]

——— treat as outstanding any employee-owned stock purchased by business enterprise pursuant to certain employee stock ownership retirement plans under tax on private foundation excess business holdings (see H.R. 6440), H5893 [15NO]

——— treat Puerto Rico as part of U.S. for purposes of determining whether property qualifies for treatment as like-kind exchange (see H.R. 462), H276 [24JA]

——— waive early withdrawal penalty on certain distributions from qualified retirement plans (see H.R. 2637), H1758 [17AP]

Technology: establish CPSC pilot program to explore use of artificial intelligence in support of consumer product safety and direct Dept. of Commerce and FTC to study use of blockchain technology and digital tokens (see H.R. 4814), H3888 [20JY]

——— provide for regulation of digital assets (see H.R. 5745), H4712 [27SE]

Telecommunications: invest in rural broadband infrastructure and recognize importance to rural communities (see H. Res. 317), H1914 [24AP]

Texas: conform Federal tax law with Texas Constitution to allow for continued benefit to fullest extent possible from financial leverage of Permanent University Fund to State of Texas (see H.R. 4610), H3573 [13JY]

Transportation: improve public understanding of how transportation investments are made by public agencies through establishing greater transparency and accountability processes (see H.R. 4482), H3170 [6JY]

Veterans: make homebuyers aware of all loan options by providing veterans with written comparison of Dept. of Veterans Affairs, FHA, and conventional loan options (see S. 2496), S3522 [25JY] (see H.R. 4335), H3141 [23JN]

Letters

Access to Small Business Investor Capital Act: Public Citizen (organization), H3121 [23JN]

Disapprove Dept. of Labor rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’: Hanneke Smits, Bank of New York Mellon Corp., H938 [28FE]

——— John Gray, Service Employees International Union, H937 [28FE]

——— Nikita Singhal and Jennifer Anderson, Lazard Asset Management, LLC, H939 [28FE]

——— several organizations, H937, H938 [28FE]

——— William Samuel, AFL–CIO, H936 [28FE]

Except quotations of fixed-income securities from certain SEC regulatory requirements: Public Citizen (organization), H3121 [23JN]

Increasing Financial Regulatory Accountability and Transparency Act: Public Citizen (organization), H3121 [23JN]

Increasing Investor Opportunities Act: Public Citizen (organization), H3121 [23JN]

Retirement Fairness for Charities and Educational Institutions Act: Public Citizen (organization), H3121 [23JN]

Messages

Budget of the U.S. Government for Fiscal Year 2024: President Biden, S996 [28MR], H1516 [28MR]

National Emergency Relative to Threat From Securities Investments That Finance Certain Chinese Companies: President Biden, S5359 [6NO], H5463 [6NO]

Veto of H.J. Res. 30, Disapprove Dept. of Labor Rule Entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’: President Biden, H1299 [21MR], H1384 [23MR]

Remarks in House

California: water supply and storage projects funding, H156 [11JA]

Consumer Financial Protection Bureau: establish grant program to establish centers of excellence in financial literacy education for young adults and families (H.R. 2821), E349 [25AP]

Cryptocurrency: impact on, and threat posed to, U.S. economy, H162 [11JA]

——— provide for regulation of payment stablecoins (H.R. 4766), H3878 [20JY]

Dept. of Commerce: condemn environmental, social, and governance (ESG) investment policies, H4037 [27JY]

——— conduct interagency review of, and report to Congress on, ways to increase U.S. global competitiveness in attracting foreign direct investment (H.R. 813), H3624–H3626 [17JY]

Dept. of Labor: disapprove rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’ (H.J. Res. 30), H932–H941 [28FE]

——— disapprove rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’ (H.J. Res. 30), consideration (H. Res. 166), H924–H930 [28FE]

——— disapprove rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’ (H.J. Res. 30), veto, H1335, H1383–H1386 [23MR]

——— prohibit funding to crack down on junk fees in retirement investment advice, H5813, H5814 [14NO]

——— prohibit funding to finalize, implement, or enforce proposed amendments to class prohibited transaction exemptions (PTEs) available to investment advice fiduciaries, H5812, H5813 [14NO]

——— prohibit funding to implement rule entitled ‘‘Retirement Security Rule—Definition of an Investment Advice Fiduciary’’ or any substantially similar rule, H5812 [14NO]

Dept. of the Treasury: allow for transfer and redemption of abandoned savings bonds, E20 [11JA]

——— define dollar as fixed weight of gold, H1268 [10MR]

——— prohibit funding for CBDC Working Group, H5625, H5626 [8NO]

EPA: prohibit funding for Environmental Financial Advisory Board, H5353 [2NO]

ERISA: permit default investment arrangements in annuities (H.R. 3942), E1028 [30OC]

Federal Retirement Thrift Investment Board: establish Inspector General (H.R. 1416), E189 [7MR]

Financial institutions: importance of small community banks, H3490 [13JY]

——— improve oversight of depository institutions, H1331 [23MR]

——— provide for safe, accountable, fair, and efficient banking system, H1443 [27MR]

——— repeal exemption from enhanced supervision and prudential standards applicable to bank holding companies with certain total consolidated assets (H.R. 1602), H1538 [29MR]

——— restore certain provisions of law to separate investment banking from commercial banking (H.R. 2714), H1875 [19AP]

Financial Stability Oversight Council: prohibit from finalizing, implementing, or enforcing proposed rule entitled ‘‘Authority To Require Supervision and Regulation of Certain Nonbank Financial Companies’’, H5659, H5660 [9NO]

First Citizens BancShares, Inc.: call on to honor promise of community investment after purchasing Silicon Valley Bank’s assets, H2890 [14JN]

Government: express support for comprehensive political reform plan (H. Res. 938), H6926 [13DE]

Mays Landing, NJ: tribute to Oakcrest High School students for participation in Securities Industry and Financial Markets Association Capitol Hill Challenge, E984 [17OC]

Members of Congress: require Members, spouses, and dependent children to place certain assets into blind trusts (H.R. 345), H516 [31JA]

Orange County, CA: tribute to SchoolsFirst Federal Credit Union, E991 [18OC]

Renewable energy: prohibit investment by foreign adversaries in U.S. real estate suitable for renewable energy or renewable fuels production, H1507 [28MR]

SBA: increase amount that certain banks and savings associations may invest in small business investment companies, subject to approval of appropriate Federal banking agency (H.R. 400), H304–H306 [25JA], E65 [27JA]

SEC: amend definition of accredited investor (H.R. 1579), H2719–H2721 [5JN]

——— amend Federal securities laws to specify periods for which financial statements are required to be provided by emerging growth company (H.R. 2608), H2723–H2726 [5JN]

——— carry out study and rulemaking on definition of term ‘‘small entity’’ for purposes of securities laws (H.R. 2792), H2652, H2653 [30MY]

——— codify certain no-action letters that exclude brokers and dealers compensated for certain research services from definition of investment adviser (H.R. 2622), H3184, H3185 [11JY]

——— codify certain qualifications of individuals as accredited investors for purposes of securities laws (H.R. 835), H2717–H2719 [5JN]

——— establish Senior Investor Taskforce (H.R. 2593), H2721–H2723 [5JN]

——— expand ability to use testing the waters and confidential draft registration submissions to encourage initial public offerings (H.R. 2793), H2727–H2729 [5JN]

——— expand access to capital for rural small businesses (H.R. 298), H502–H504 [30JA], H657 [2FE], H1269 [10MR]

——— prohibit funding for enforcement activities related to digital asset transactions, H5604, H5605 [8NO]

——— prohibit funding to finalize, implement, or enforce rule entitled ‘‘Conflicts of Interest Associated With the Use of Predictive Data Analytics by Broker-Dealers and Investment Advisers’’, H5628 [8NO]

——— prohibit funding to finalize, implement, or enforce rule entitled ‘‘Enhanced Disclosures by Certain Investment Advisers and Investment Companies About Environmental, Social, and Governance Investment Practices’’, H5629, H5630 [8NO]

——— prohibit funding to finalize, implement, or enforce rule entitled ‘‘Substantial Implementation, Duplication, and Resubmission of Shareholder Proposals Under Exchange Act Rule’’, H5629 [8NO]

——— prohibit funding to implement or enforce rule entitled ‘‘Private Fund Advisers; Documentation of Registered Investment Adviser Compliance Reviews’’, H5626, H5627 [8NO]

——— prohibit funding to implement or enforce rule entitled ‘‘Proxy Voting Advice’’, H5641, H5642 [8NO]

——— prohibit funding to implement or enforce staff legal bulletin relative to shareholder proposals, H5641 [8NO]

——— prohibit funding to implement rule entitled ‘‘Amendments to Public Company Accounting Oversight Board Auditing Standards Related to a Company’s Noncompliance With Laws and Regulations; And Other Related Amendments’’, H5631 [8NO]

——— prohibit funding to implement rule entitled ‘‘Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure’’, H5630, H5631 [8NO]

——— promulgate rules relative to electronic delivery of certain required disclosures (H.R. 1807), H2971 [20JN]

——— require certification examinations for accredited investors (H.R. 2797), H2656–H2658 [30MY], H2971 [20JN], E525 [6JN]

——— require covered issuers to carry out racial equity audit every 2 years, H227 [12JA], H662 [2FE], H2107 [28AP]

——— require issuers with multi-class stock structure to make certain disclosures in any proxy or consent solicitation material (H.R. 2795), H2653, H2654 [30MY]

——— require public companies to disclose in shareholder reports steps taken to meet greenhouse gas emissions and temperature goals set forth in U.N. Framework Convention on Climate Change Paris Agreement, H1488 [28MR]

——— specify certain registration statement contents for emerging growth companies and permit issuers to file draft registration statements for confidential review (H.R. 2610), H2725, H2726 [5JN]

Securities: postpone date of payment or satisfaction upon redemption of certain securities in the case of financial exploitation of specified adults (H.R. 500), H498–H501 [30JA]

Silicon Valley Bank: closure and FDIC assumption of control of assets and liabilities, H1331 [23MR]

Small business: increase access to capital, H1254 [10MR]

——— require GAO report on access to credit for veteran-owned and controlled small business and SBA report on Interagency Task Force on Veterans Small Business Development (H.R. 4480), H5919–H5921 [28NO]

Taxation: allow qualified distributions from qualified tuition programs for certain aviation maintenance and commercial pilot courses, H3618 [17JY]

——— allow qualified distributions from qualified tuition programs for certain aviation maintenance and commerical pilot courses (H.R. 1818), H1469 [28MR]

——— allow tax credit for neighborhood revitalization, H2749 [6JN]

——— ensure that bonds used to finance professional sports stadiums are not treated as tax-exempt bonds (H.R. 993), E123 [14FE]

——— expand use of Coverdell education savings accounts as lifelong learning accounts to pay for skills training, career-related learning, and professional development, H581 [1FE]

——— extend certain incentives related to empowerment zones to District of Columbia (H.R. 6488), E1133 [28NO]

——— modify rehabilitation credit for certain small projects, eliminate requirement that taxpayer’s basis in building be reduced by amount of rehabilitation credit determined relative to such building (H.R. 1785), H2510 [23MY]

——— permit employers to make matching contributions to workers under certain retirement plans as if worker student loan payments were salary reduction contributions to retirement plan, E20 [11JA]

Technology: invest in current technologies that streamline Federal programs, increase carbon reduction, and aid in development of vaccines, H6852–H6854 [12DE]

Remarks in Senate

Business and industry: collapse of FTX Trading Ltd., cryptocurrency exchange, S183 [1FE]

CBO: modernize scoring of preventive health legislation to assess long-term health savings (S. 114), S122 [26JA]

China: recognize as greatest foreign threat to U.S. peace, security, and stability, S5495 [14NO]

Committee on Banking, Housing, and Urban Affairs (Senate): Examining the Failures of Silicon Valley Bank and Signature Bank hearing, S1656 [16MY]

Committee on Foreign Investment in the U.S.: include Sec. of Agriculture as member, S3510, S3513, S3517 [25JY]

——— increase oversight of foreign direct investment in U.S. agricultural land (S. 1066), S978 [28MR]

——— impact on, and threat posed to, U.S. economy, S183 [1FE], S811 [16MR]

Dept. of Commerce: require SelectUSA to coordinate with State-level economic development organizations to increase foreign direct investment in semicondutor-related manufacturing and production (S. 229), S5966 [13DE]

Dept. of Labor: disapprove rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’, S406 [15FE]

——— disapprove rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’ (H.J. Res. 30), S541, S543, S550–S556 [1MR], S629 [2MR], S917 [23MR]

——— disapprove rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’ (S.J. Res. 8), S546, S547, S548 [1MR]

——— rule allowing retirement plan fiduciaries to consider environmental, social, and governance (ESG) factors when making investment decisions, S434, S436 [16FE]

Economy: jump-start economic recovery through formation and growth of new businesses, S2270 [10JY]

FCC: support efforts to improve broadband infrastructure, S5482 [14NO]

Federal employees: prohibit sums in Thrift Savings Plan from being invested in securities listed on certain foreign exchanges, S3726 [27JY]

Fidelity Investments (company): decision to offer cryptocurrency investment option in retirement plans, S183 [1FE]

Financial institutions: appoint independent review board to investigate failure of Silicon Valley Bank and response of Federal Reserve Bank, S3575 [26JY], S4437 [13SE]

——— improve oversight of depository institutions, S784 [15MR], S811 [16MR], S893–S895 [22MR]

——— repeal exemption from enhanced supervision and prudential standards applicable to bank holding companies with certain total consolidated assets (S. 817), S765 [14MR]

Financial Literacy Month: designate (S. Res. 185), S1496 [3MY]

Foreign countries: require reviews of U.S. investment in countries that may threaten national critical capabilities and improve use of authorities under Defense Production Act, S2041 [12JN]

Public Company Accounting Oversight Board: promote transparency by making disciplinary proceedings open to public (S. 865), S832 [16MR]

SEC: disapprove rule entitled ‘‘Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure’’ (S.J. Res. 50), unanimous-consent agreement, S6077 [20DE]

——— enhance civil penalties under Federal securities laws (S. 837), S827 [16MR]

——— enhance disclosures by certain investment advisers and investment companies about environmental, social, and governance (ESG) practices, S1484 [3MY]

——— expand access to capital for rural small businesses (S. 294), S4325 [7SE]

——— further enhance anti-retaliation protections for whistleblowers (S. 811), S768 [14MR], S3741 [27JY]

Silicon Valley Bank: closure and FDIC assumption of control of assets and liabilities, S755, S758, S764 [14MR], S784 [15MR], S811, S820 [16MR], S893–S896 [22MR]

Taxation: allow rehabilitation expenditures for public school buildings to qualify for rehabilitation credit (S. 1523), S1606 [10MY]

——— modify excise tax on investment income of private colleges and universities (S. 3514), S5975 [14DE]

——— modify excise tax on investment income of private colleges and universities (S. 3514), unanimous-consent request, S5975 [14DE]

Telecommunications: invest in rural broadband infrastructure and recognize importance to rural communities, S2086–S2089 [14JN]

Reports filed

Accredited Investor Definition Review Act: Committee on Financial Services (House) (H.R. 1579) (H. Rept. 118–92), H2739 [5JN]

Aligning SEC Regulations for the World Bank’s International Development Association Act: Committee on Financial Services (House) (H.R. 1161) (H. Rept. 118–289), H6079 [1DE]

Build It in America Act: Committee on Ways and Means (House) (H.R. 3938) (H. Rept. 118–127), H3156 [30JN]

Businesses Over Activists Act: Committee on Financial Services (House) (H.R. 4655) (H. Rept. 118–326), H6996 [19DE]

Consideration of H.J. Res. 30, Disapprove Dept. of Labor Rule Entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’: Committee on Rules (House) (H. Res. 166) (H. Rept. 118–4), H967 [28FE]

Encouraging Public Offerings Act: Committee on Financial Services (House) (H.R. 2793) (H. Rept. 118–90), H2739 [5JN]

Enhancing Multi-Class Share Disclosures Act: Committee on Financial Services (House) (H.R. 2795) (H. Rept. 118–79), H2664 [30MY]

Equal Opportunity for All Investors Act: Committee on Financial Services (House) (H.R. 2797) (H. Rept. 118–77), H2664 [30MY]

Expanding Access to Capital Act: Committee on Financial Services (House) (H.R. 2799) (H. Rept. 118–143), H3638 [17JY]

Fair Investment Opportunities for Professional Experts Act: Committee on Financial Services (House) (H.R. 835) (H. Rept. 118–87), H2739 [5JN]

Federal Broadband Deployment Tracking Act: Committee on Energy and Commerce (House) (H.R. 3343) (H. Rept. 118–248), H5103 [25OC]

Global Investment in American Jobs Act: Committee on Energy and Commerce (House) (H.R. 813) (H. Rept. 118–137), H3204 [11JY]

Guiding Uniform and Responsible Disclosure Requirements and Information Limits Act: Committee on Financial Services (House) (H.R. 4790) (H. Rept. 118–336), H7006 [22DE]

Health Data Access, Transparency, and Affordability (Health DATA) Act: Committee on Education and the Workforce (House) (H.R. 4527) (H. Rept. 118–260), H5227 [1NO]

Helping Angels Lead Our Startups (HALOS) Act: Committee on Financial Services (House) (H.R. 1553) (H. Rept. 118–310), H6859 [12DE]

Improving Disclosure for Investors Act: Committee on Financial Services (House) (H.R. 1807) (H. Rept. 118–295), H6079 [1DE]

Increasing Investor Opportunities Act: Committee on Financial Services (House) (H.R. 2627) (H. Rept. 118–312), H6859 [12DE]

No Discrimination in My Benefits Act: Committee on Education and the Workforce (House) (H.R. 5338) (H. Rept. 118–226), H4496 [26SE]

No Russian Agriculture Act: Committee on Financial Services (House) (H.R. 4768) (H. Rept. 118–327), H6996 [19DE]

Postpone Consideration of Veto of H.J. Res. 30, Disapprove Dept. of Labor Rule Entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’: Committee on Rules (House) (H. Res. 199) (H. Rept. 118–7), H1147 [7MR]

Promoting Opportunities for Non-Traditional Capital Formation Act: Committee on Financial Services (House) (H.R. 2796) (H. Rept. 118–78), H2664 [30MY]

Protecting Americans’ Retirement Savings From Politics Act: Committee on Financial Services (House) (H.R. 4767) (H. Rept. 118–324), H6996 [19DE]

Providing Complete Information to Retirement Investors Act: Committee on Education and the Workforce (House) (H.R. 5340) (H. Rept. 118–224), H4496 [26SE]

Research Advancing to Market Production for Innovators Act: Committee on Small Business and Entrepreneurship (Senate) (S. 1396), S3521 [25JY]

Retirement Fairness for Charities and Educational Institutions Act: Committee on Financial Services (House) (H.R. 3063) (H. Rept. 118–311), H6859 [12DE]

Retirement Proxy Protection Act: Committee on Education and the Workforce (House) (H.R. 5337) (H. Rept. 118–227), H4497 [26SE]

Roll Back ESG To Increase Retirement Earnings (RETIRE) Act: Committee on Education and the Workforce (House) (H.R. 5339) (H. Rept. 118–225), H4496 [26SE]

SBIC Advisory Committee Act: Committee on Small Business and Entrepreneurship (Senate) (S. 2212), S3521 [25JY]

SEC Federal Securities Laws Amendment To Specify Periods for Which Financial Statements Are Required To Be Provided by Emerging Growth Company: Committee on Financial Services (House) (H.R. 2608) (H. Rept. 118–88), H2739 [5JN]

SEC No-Action Letters That Exclude Brokers and Dealers Compensated for Certain Research Services From Definition of Investment Adviser Codification: Committee on Financial Services (House) (H.R. 2622) (H. Rept. 118–134), H3203 [11JY]

Securing Semiconductor Supply Chains Act: Committee on Commerce, Science, and Transportation (Senate) (S. 229), S5749 [5DE]

——— Committee on Energy and Commerce (House) (H.R. 752) (H. Rept. 118–136), H3203 [11JY]

Senior Security Act: Committee on Financial Services (House) (H.R. 2593) (H. Rept. 118–93), H2739 [5JN]

Small Business Jobs Act: Committee on Ways and Means (House) (H.R. 3937) (H. Rept. 118–128), H3156 [30JN]

Small Entity Update Act: Committee on Financial Services (House) (H.R. 2792) (H. Rept. 118–80), H2664 [30MY]

Specify Registration Statement Contents for Emerging Growth Companies and Permit Issuers To File Draft Registration Statements With SEC for Confidential Review: Committee on Financial Services (House) (H.R. 2610) (H. Rept. 118–89), H2739 [5JN]

Successful Entrepreneurship for Reservists and Veterans (SERV) Act: Committee on Small Business (House) (H.R. 4480) (H. Rept. 118–181), H4216 [1SE]

Tables

Estimated budget effects of Inflation Reduction Act, H2028 [26AP]

Texts of

H. Res. 166, consideration of H.J. Res. 30, disapprove Dept. of Labor rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’, H924 [28FE]

H. Res. 199, postpone consideration of veto message of H.J. Res. 30, disapprove Dept. of Labor rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’, H1161 [8MR]

H.J. Res. 30, disapprove Dept. of Labor rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’, H932 [28FE]

H.R. 298, Expanding Access to Capital for Rural Job Creators Act, H503 [30JA]

H.R. 400, Investing in Main Street Act, H304 [25JA]

H.R. 500, Financial Exploitation Prevention Act, H498 [30JA]

H.R. 752, Securing Semiconductor Supply Chains Act, H3930 [25JY]

H.R. 813, Global Investment in American Jobs Act, H3624 [17JY]

H.R. 835, Fair Investment Opportunities for Professional Experts Act, H2717 [5JN]

H.R. 1579, Accredited Investor Definition Review Act, H2719 [5JN]

H.R. 2593, National Senior Investor Initiative Act, H2721 [5JN]

H.R. 2608, amend Federal securities laws to specify periods for which financial statements are required to be provided by emerging growth company, H2723 [5JN]

H.R. 2610, specify certain registration statement contents for emerging growth companies and permit issuers to file draft registration statements with SEC for confidential review, H2725 [5JN]

H.R. 2622, codify certain SEC no-action letters that exclude brokers and dealers compensated for certain research services from definition of investment adviser, H3184 [11JY]

H.R. 2792, Small Entity Update Act, H2652 [30MY]

H.R. 2793, Encouraging Public Offerings Act, H2727 [5JN]

H.R. 2795, Enhancing Multi-Class Share Disclosures Act, H2653 [30MY]

H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, H2654 [30MY]

H.R. 2797, Equal Opportunity for All Investors Act, H2656 [30MY]

H.R. 4480, Successful Entrepreneurship for Reservists and Veterans (SERV) Act, H5919 [28NO]

S. 229, Securing Semiconductor Supply Chains Act, S6061 [19DE]

S. 294, Expanding Access to Capital for Rural Job Creators Act, S4325 [7SE]

S. 1628, America Grows Act, S1681 [16MY]

S. 3416, Climate Change Resiliency Fund for America Act, S5809 [6DE]

S. Res. 173, address climate change, invest in infrastructure, reduce greenhouse gases and agricultural and hazardous waste, convert to clean energy, create jobs, and protect vulnerable communities in Green New Deal, S1349 [25AP]

S. Res. 185, Financial Literacy Month, S1424 [27AP]

S. Res. 460, support U.S. dollar as world reserve currency and combat economic influence of China, S5479 [13NO]