SECURITIES related term(s) Investments

Amendments

Cryptocurrency: provide for regulation of payment stablecoins (S. 1582), S2845, S2846 [8MY], S3013, S3014, S3015 [20MY], S3025, S3067, S3074, S3075, S3077, S3079, S3080, S3081, S3082, S3083, S3085 [21MY], S3126, S3131, S3132, S3133 [22MY], S3155, S3173, S3174, S3178, S3180, S3181 [2JN], S3208 [3JN], S3237 [4JN], S3257, S3259 [5JN], S3276, S3277, S3286, S3287, S3288, S3289, S3290, S3291, S3292 [9JN], S3320, S3321 [10JN], S3349 [11JN]

——— provide for regulation of payment stablecoins (S. 1582), consideration (H. Res. 580), H3265 [15JY]

ERISA: provide clear definition of adequate consideration for certain closely held stock (S. 2403), S7103 [9OC]

Bills and resolutions

CFTC: exempt charitable organizations from commodity trading regulations and registration requirements (see H.R. 6655), H5808 [11DE]

——— modernize authority to conduct research, development, demonstration, and information programs (see H.R. 6598), H5560 [10DE]

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. 2374), S4528 [22JY]

——— recognize that climate change portends cascade of financial market collapses that would destabilize national and global economies (see S. Res. 557), S8833 [17DE]

Congress: prohibit short sale of certain financial investments by Members of Congress and their spouses and dependents (see H.R. 4036), H2831 [17JN]

——— prohibit transactions involving certain assets by Members of Congress and require Members and their spouses and dependent children to place certain assets into blind trusts (see S. 3201), S8238 [19NO]

Cryptocurrency: provide for regulation of payment stablecoins (see S. 394), S594 [4FE] (see S. 919), S1630 [10MR] (see S. 1582), S2737 [1MY] (see H.R. 2392), H1301 [26MR]

——— provide for regulation of payment stablecoins (S. 1582), consideration (see H. Res. 580), H3313 [15JY]

Dept. of Commerce: enable sale of U.S. businesses to U.S. workers through employee stock ownership plans by establishing zero-subsidy investment facility (see S. 1645), S2799 [7MY] (see H.R. 3248), H1909 [7MY]

Dept. of Defense: change percentage of outstanding stock that must be held through employee stock ownership plan for purposes of pilot program to incentivize contracting with employee-owned businesses (see H.R. 6492), H5057 [5DE]

Dept. of Labor: prohibit retirement plan investments in foreign adversary and sanctioned entities and require disclosure of existing investments in such entities (see S. 928), S1662 [11MR] (see H.R. 2067), H1149 [11MR]

Dept. of the Treasury: issue Clean Energy Victory Bonds to increase investment in domestic development and deployment of clean energy technologies (see S. 1446), S2561 [10AP] (see H.R. 2946), H1611 [17AP]

Employment: require certification of employment eligibility compliance in annual reporting of certain securities issuers (see S. 2359), S4505 [21JY]

ERISA: provide clear definition of adequate consideration for certain closely held stock (see S. 2403), S4624 [23JY] (see H.R. 5169), H3890 [8SE]

Federal employees: address responsibilities of fiduciaries relative to Thrift Savings Plan (see S. 1368), S2520 [9AP]

——— prohibit qualified professional asset managers from exercising voting rights associated with ownership of securities by Thrift Savings Plan (see S. 3263), S8275 [20NO]

——— prohibit transactions involving certain financial instruments by senior Federal employees, their spouses, or dependent children (see H.R. 1599), H877 [26FE]

Financial institutions: generally permit holding merchant banking investments of up to 15 years (see S. 2663), S5208 [1AU] (see H.R. 5291), H4238 [10SE]

——— require proxy advisory firms to register as investment advisers (see S. 3055), S7730 [23OC]

GAO: study costs associated with small- and medium-sized companies to undertake initial public offerings (see H.R. 3395), H2051 [14MY]

Government: ban stock trading by Members of Congress, President, Vice President, Supreme Court Justices, certain FRS officials, and spouses or dependent children (see S. 2877), S6729 [18SE]

——— express support for comprehensive political reform plan (see H. Res. 200), H1039 [6MR]

——— 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 S. 2852), S6696 [17SE]

——— 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 H.R. 3779), H2505 [5JN]

House Rules: prohibit Members of Congress from owning individual stocks (see H. Res. 491), H2569 [9JN]

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. 1764), H942 [3MR]

Investments: address entities that are not considered to be investment companies for purposes of Investment Company Act (see S. 2906), S6730 [18SE]

——— exclude investment contract assets from definition of security relative to digital assets (see H.R. 2365), H1300 [26MR]

——— permit individuals to invest in private issuers upon acknowledging investment risks (see H.R. 145), H32 [3JA]

——— postpone date of payment or satisfaction upon redemption of certain securities in cases of financial exploitation of specified adults (see S. 2840), S6696 [17SE]

——— postpone date of payment or satisfaction upon redemption of certain securities in the case of financial exploitation of specified adults (see H.R. 2478), H1337 [27MR]

——— prohibit brokers and dealers with certain connections to China from being members of national securities association and investment advisers with certain connections to China from registering with SEC (see S. 2552), S4904 [30JY]

——— prohibit index funds from investing in Chinese companies (see S. 2046), S3389 [12JN]

——— prohibit interference in U.S. digital commodity markets by entities organized or established in foreign adversary (see S. 1223), S2092 [31MR]

——— prohibit purchase of certain securities from sanctioned foreign companies and affiliates (see S. 2048), S3389 [12JN]

——— prohibit securities investments that finance certain Chinese companies and expand Non-Specially Designated Nationals Chinese Military-Industrial Complex Companies List (see S. 1359), S2476 [8AP]

——— prohibit stock trading and ownership by Members of Congress, President, Vice President, and their spouses and dependents (see H.R. 6731), H5940 [16DE]

——— require investment advisers for passively-managed funds to arrange for pass-through voting of proxies for certain securities (see S. 1670), S2837 [8MY]

IRS: disapprove rule entitled ‘‘Gross Proceeds Reporting by Brokers That Regularly Provide Services Effectuating Digital Asset Sales’’ (see S.J. Res. 3), S280 [21JA]

——— disapprove rule entitled ‘‘Gross Proceeds Reporting by Brokers That Regularly Provide Services Effectuating Digital Asset Sales’’ (S.J. Res. 3), return to Senate (see H. Res. 212), H1150 [11MR]

Members of Congress: ban lobbying after leaving office, prohibit individual stock ownership, restrict travel benefits and certain perks for former Members, and eliminate automatic pay adjustments (see H.R. 2624), H1416 [3AP]

——— prohibit certain defense industry stock trading and ownership by Members and their spouses (see H.R. 1756), H917 [27FE]

——— prohibit insider trading by Members and their spouses, extend length of post-employment ban on lobbying, and repeal automatic pay adjustments (see H.R. 358), H110 [13JA]

——— prohibit Members and their spouses from trading stock (see H.R. 3182), H1853 [5MY]

——— prohibit stock trading and ownership by Members, their spouses, or their dependent children (see H.R. 1908), H1036 [6MR] (see H.R. 4890), H3679 [5AU] (see H.R. 5106), H3828 [3SE]

——— prohibit stock trading and ownership by Members, their spouses, or their dependent children (H.R. 1908), consideration (see H. Res. 665), H3717 [29AU] (see H. Res. 725), H4363 [16SE]

——— prohibit transactions involving certain financial instruments by Members and their spouses (see S. 1498), S2607 [28AP] (see H.R. 3388), H2050 [14MY]

——— require Members, spouses, and dependent children to place certain assets into blind trusts (see S. 1879), S3116 [22MY] (see H.R. 396), H148 [14JA]

——— restrict trading and ownership of certain financial instruments by Members, their spouses, and dependents (see H.R. 253), H88 [9JA]

National Infrastructure Bank: establish (see H.R. 5356), H4309 [15SE]

Pensions: permit employee stock ownership plan participants to benefit from full amount of beneficial ownership while also fully realizing benefits of saving for retirement in defined contribution plan (see S. 1727), S2895 [13MY]

Political ethics: prohibit President, Vice President, Members of Congress, and Federal candidates from issuing, sponsoring, or endorsing digital assets and require placement of such assets into blind trust (see S. 1803), S2971 [19MY] (see H.R. 3849), H2569 [9JN]

——— prohibit President, Vice President, Members of Congress, Senate-confirmed appointees, and spouses and dependents from issuing, sponsoring, or endorsing certain financial instruments (see S. 1668), S2799 [7MY]

——— prohibit President, Vice President, Members of Congress, senior Executive branch officials, and spouses and dependents from issuing, sponsoring, or endorsing security, future, commodity, or digital asset (see S. 1620), S2775 [6MY] (see S. 2143), S3493 [23JN] (see H.R. 1712), H915 [27FE]

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. 3431), H2102 [15MY]

Public Company Accounting Oversight Board: promote transparency by making disciplinary proceedings open to public (see S. 2919), S6791 [19SE]

SBA: establish position to provide to small businesses assistance with establishing employee stock ownership plans (see H.R. 2993), H1623 [24AP]

——— establish program to allow small business concerns to purchase certain commodities futures (see S. 202), S334 [23JA]

——— expand Surety Bond Guarantee program (see S. 2232), S4286 [9JY]

SEC: address disclosures by directors, officers, and principal stockholders of foreign private issuers (see S. 1089), S1802 [24MR]

——— amend definition of accredited investor (see H.R. 3348), H1999 [13MY]

——— amend Federal securities laws to enhance 403(b) plans (see S. 424), S667 [5FE] (see H.R. 1013), H503 [5FE]

——— amend Federal securities laws to specify periods for which financial statements are required to be provided by emerging growth company (see S. 3216), S8239 [19NO] (see H.R. 3343), H1999 [13MY]

——— amend procedures relative to determination of violations (see H.R. 216), H62 [7JA]

——— amend rule relating to shareholder proposals (see H.R. 52), H29 [3JA]

——— automatically qualify offering statements filed with SEC in connection with certain securities issued under regulation A tier 2 (see H.R. 3135), H1808 [1MY]

——— carry out study and rulemaking on definition of term ‘‘small entity’’ for purposes of securities laws (see S. 2924), S6832 [29SE] (see H.R. 3382), H2050 [14MY]

——— clarify definition of qualifying venture capital funds (see H.R. 4431), H3365 [16JY]

——— codify certain qualifications of individuals as accredited investors for purposes of securities laws (see H.R. 3394), H2051 [14MY]

——— conduct study regarding certain brokers and dealers controlled by or organized under laws of China (see S. 3405), S8577 [9DE]

——— disapprove rule entitled ‘‘Form N-PORT and Form N-CEN Reporting; Guidance on Open-End Fund Liquidity Risk Management Programs’’ (see H.J. Res. 53), H676 [12FE]

——— enhance civil penalties under Federal securities laws (see S. 2920), S6791 [19SE]

——— establish disclosure requirements for securities from certain Chinese companies (see S. 1357), S2476 [8AP]

——— establish Offices of Small Business within rule writing divisions to coordinate on rules and policy priorities related to capital formation (see H.R. 4449), H3366 [16JY]

——— establish Senior Investor Taskforce (see H.R. 1469), H727 [21FE]

——— except quotations of fixed-income securities from certain regulatory requirements (see H.R. 3959), H2819 [12JN]

——— exclude qualified institutional buyers and institutional credited investors when calculating holders of security for purposes of mandatory registration threshold (see H.R. 4130), H2969 [25JN]

——— expand ability to use testing the waters and confidential draft registration submissions to encourage initial public offerings (see H.R. 3381), H2050 [14MY]

——— expand research report exception to include reports about any issuer that undertakes proposed offering of public securities (see H.R. 3672), H2382 [2JN]

——— further enhance anti-retaliation protections for whistleblowers (see S. 1149), S1872 [26MR]

——— increase exemption from registration threshold for certain investment advisers of private funds to reflect change in inflation (see H.R. 3673), H2418 [3JN]

——— lower aggregate market value of voting and non-voting common equity necessary for issuer to qualify as well-known seasoned issuer (see H.R. 4430), H3365 [16JY]

——— permit registered investment companies to omit certain fees from calculation of acquired fund fees and expenses reporting (see S. 1808), S3009 [20MY] (see H.R. 2225), H1170 [18MR]

——— prohibit certain acts by proxy advisory firms (see H.R. 4098), H2921 [24JN]

——— prohibit exchanges from effecting transactions in securities issued by natural asset companies (see H.R. 1309), H707 [13FE]

——— prohibit from requiring issuer to make climate-related disclosures that are not material to investors (see H.R. 257), H88 [9JA]

——— prohibit from requiring that personally identifiable information be collected under consolidated audit trail reporting requirements (see S. 658), S1126 [20FE] (see H.R. 1483), H727 [21FE]

——— promulgate regulations on disclosure of certain commercial data (see H.R. 4402), H3314 [15JY]

——— promulgate rules relative to electronic delivery of certain required disclosures (see S. 1877), S3116 [22MY]

——— provide exemption from registration requirements under Investment Advisers Act to certain advisers of private funds (see H.R. 4129), H2969 [25JN]

——— provide for electronic delivery of certain regulatory document required under securities laws (see H.R. 2441), H1335 [27MR]

——— 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. 4171), H3009 [26JN]

——— 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. 3645), H2375 [29MY]

——— require certain disclosures by institutional investment managers in connection with proxy advisory firms (see H.R. 3402), H2051 [14MY]

——— require certain foreign companies to use approved independent auditors (see S. 2382), S4528 [22JY] (see H.R. 4616), H3553 [22JY]

——— require certification examinations for accredited investors (see H.R. 3339), H1999 [13MY]

——— require covered issuers to carry out racial equity audit every 2 years (see H.R. 4925), H3687 [8AU]

——— require disclosures by advisors of private funds invested in countries of concern (see S. 3562), S8920 [18DE]

——— require issuers with multi-class stock structure to make certain disclosures in any proxy or consent solicitation material (see H.R. 3357), H1999 [13MY]

——— require national securities exchanges to identify issuers that are consolidated variable interest entities (see S. 1356), S2476 [8AP]

——— require reorganization of certain offices (see H.R. 3318), H1948 [9MY]

——— require reporting of certain expenditures for political activities (see H.R. 2190), H1169 [18MR]

——— 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 S. 3351), S8506 [4DE] (see H.R. 4429), H3365 [16JY]

——— 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. 3342), S8506 [4DE] (see H.R. 3352), H1999 [13MY]

——— terminate unused authorities established pursuant to Wall Street Reform and Consumer Protection Act (see S. 1806), S2971 [19MY] (see H.R. 3484), H2146 [19MY]

——— transfer authorities and duties of registered national securities associations (see H.R. 2689), H1460 [7AP]

——— update definition of emerging growth company (see H.R. 3323), H1998 [13MY]

Social Security: establish Social Security and Medicare surplus protection accounts and suspend investment of such funds until certain legislation is enacted (see H.R. 1221), H644 [11FE]

Taxation: apply current income tax bracket breakpoints to capital gains brackets (see H.R. 2908), H1606 [14AP]

——— clarify tax-exempt controlled entity rules relative to certain stock of Government-sponsored enterprises (see S. 1603), S2774 [6MY]

——— deny tax exempt status for bonds issued by sanctuary jurisdictions (see H.R. 1879), H1008 [5MR]

——— ensure that bonds used to finance professional sports stadiums are not treated as tax-exempt bonds (see S. 1192), S1906 [27MR] (see H.R. 2434), H1335 [27MR]

——— exclude debt held by certain insurance companies from capital assets and extend capital loss carryovers for such companies (see S. 1335), S2475 [8AP] (see H.R. 2547), H1402 [1AP]

——— expand availability of employee stock ownership plans in S corporations (see S. 2461), S4699 [24JY] (see H.R. 3105), H1774 [30AP]

——— extend publicly traded partnership ownership structure to energy power generation projects and transportation fuels (see S. 510), S859 [11FE] (see H.R. 2545), H1402 [1AP]

——— impose tax on certain volatile, high-volume stock, bond, and derivative transactions (see S. 2127), S3470 [18JN] (see H.R. 4035), H2831 [17JN]

——— improve rules related to partners and partnerships (see S. 2095), S3435 [17JN]

——— index certain assets for purposes of determining gain or loss (see S. 798), S1429 [27FE] (see H.R. 1857), H1007 [5MR]

——— limit rate of tax on adjusted net capital gain (see H.R. 4102), H2921 [24JN]

——— lower corporate tax rate for small businesses and close carried interest loophole (see H.R. 3275), H1942 [8MY]

——— 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. 2100), S3435 [17JN]

——— modify partnership rules for taxation of basis-shifting transactions involving related parties (see S. 2094), S3435 [17JN]

——— modify private business use requirements for bonds issued for lead service line replacement projects (see S. 2007), S3315 [10JN] (see H.R. 3892), H2614 [10JN]

——— provide for school infrastructure finance and innovation tax credit bonds (see H.R. 2440), H1335 [27MR]

——— provide reduced rate of tax for corporations that maintain plan for distributing equity to employees (see H.R. 4739), H3646 [23JY]

——— provide tax credit to issuers of American Infrastructure bonds (see S. 1480), S2562 [10AP]

——— repeal excise tax on repurchase of corporate stock (see H.R. 684), H385 [23JA]

——— restore limitation on downward attribution of stock ownership in applying constructive ownership rules to controlled foreign corporations (see H.R. 2186), H1169 [18MR]

——— restore tax exemption for advance refunding bonds (see S. 1481), S2562 [10AP] (see H.R. 1255), H675 [12FE]

——— restore taxable real estate investment trust (REIT) subsidiary asset test (see H.R. 2198), H1169 [18MR]

——— 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 S. 1416), S2560 [10AP] (see H.R. 2014), H1066 [10MR]

——— treat certain gains and dividends derived from countries of concern as ordinary income (see S. 2047), S3389 [12JN]

——— treat spaceports like airports for purposes of exempt facility bond rules (see S. 1560), S2737 [1MY] (see H.R. 3142), H1809 [1MY]

——— waive early withdrawal penalties from retirement accounts for victims of fraud (see H.R. 2163), H1162 [14MR]

Cloture motions

Cryptocurrency: provide for regulation of payment stablecoins (S. 1582), S2948 [15MY], S3276 [9JN], S3335 [11JN], S3367 [12JN]

——— provide for regulation of payment stablecoins (S. 1582), motion to proceed, S2772 [6MY], S2823 [8MY], S2965 [19MY]

Cost Estimates

Aligning SEC Regulations for the World Bank’s International Development Association Act (H.R. 1764): CBO, H3514 [21JY]

Developing and Empowering Our Aspiring Leaders Act (H.R. 4429): CBO, H4950 [1DE]

Enhancing Multi-Class Share Disclosures Act (H.R. 3357): CBO, H3508 [21JY]

Equal Opportunity for All Investors Act (H.R. 3339): CBO, H3507 [21JY]

Expanding WKSI Eligibility Act (H.R. 4430): CBO, H4953 [1DE]

Improving Capital Allocation for Newcomers Act (H.R. 4431): CBO, H4951 [1DE]

Middle Market IPO Cost Act (H.R. 3395): CBO, H3512 [21JY]

National Senior Investor Initiative Act (H.R. 1469): CBO, H3505 [21JY]

Small Entity Update Act (H.R. 3382): CBO, H3500 [21JY]

Letters

Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act: Jody Calemine, AFL–CIO, H3424, H3470 [17JY]

——— Public Citizen (organization), H3424 [17JY]

Motions

Cryptocurrency: provide for regulation of payment stablecoins (S. 1582), S2823 [8MY], S2847 [12MY], S2947 [15MY], S3276 [9JN], S3366 [12JN]

——— provide for regulation of payment stablecoins (S. 1582), consideration (H. Res. 580), H3267 [15JY]

IRS: disapprove rule entitled ‘‘Gross Proceeds Reporting by Brokers That Regularly Provide Services Effectuating Digital Asset Sales’’ (S.J. Res. 3), S1470 [4MR]

Remarks in House

Cryptocurrency: provide for regulation of payment stablecoins, H1927 [8MY]

——— provide for regulation of payment stablecoins (S. 1582), H3006 [26JN], H3323 [16JY], H3405–H3427, H3433, H3470 [17JY], E728 [25JY]

——— provide for regulation of payment stablecoins (S. 1582), consideration (H. Res. 580), H3257–H3267 [15JY], E799 [2SE]

GAO: study costs associated with small- and medium-sized companies to undertake initial public offerings (H.R. 3395), H3511–H3513 [21JY]

IRS: disapprove rule entitled ‘‘Gross Proceeds Reporting by Brokers That Regularly Provide Services Effectuating Digital Asset Sales’’ (S.J. Res. 3), return to Senate (H. Res. 212), H1093 [11MR]

Members of Congress: prohibit certain defense industry stock trading and ownership by Members and their spouses, H4169 [10SE]

——— prohibit insider trading by Members and their spouses, extend length of post-employment ban on lobbying, and repeal automatic pay adjustments (H.R. 358), H2082 [15MY]

——— prohibit stock trading and ownership by Members, their spouses, or their dependent children (H.R. 1908), H1766 [30AP], H2039 [14MY], H5834 [12DE]

——— prohibit stock trading and ownership by Members, their spouses, or their dependent children (H.R. 5106), H3850 [4SE]

——— prohibit transactions involving certain financial instruments by Members and their spouses (H.R. 3388), H2041 [14MY]

——— require Members, spouses, and dependent children to place certain assets into blind trusts (H.R. 396), H2038–H2043 [14MY]

Political ethics: prohibit President, Vice President, Members of Congress, senior Executive branch officials, and spouses and dependents from issuing, sponsoring, or endorsing security, future, commodity, or digital asset (H.R. 1712), H893 [27FE]

SBA: establish position to provide to small businesses assistance with establishing employee stock ownership plans (H.R. 2993), E337 [24AP]

SEC: amend Federal securities laws to enhance 403(b) plans, E1194 [12DE]

——— amend Federal securities laws to specify periods for which financial statements are required to be provided by emerging growth company, H5539 [10DE]

——— amend Federal securities laws to specify periods for which financial statements are required to be provided by emerging growth company (H.R. 3343), H3503, H3504 [21JY]

——— carry out study and rulemaking on definition of term ‘‘small entity’’ for purposes of securities laws (H.R. 3382), H3500, H3501 [21JY]

——— clarify definition of qualifying venture capital funds (H.R. 4431), H4950–H4952 [1DE]

——— codify certain qualifications of individuals as accredited investors for purposes of securities laws (H.R. 3394), H2869–H2871 [23JN]

——— establish Senior Investor Taskforce (H.R. 1469), H3504–H3506 [21JY]

——— expand ability to use testing the waters and confidential draft registration submissions to encourage initial public offerings (H.R. 3381), H2872, H2873 [23JN]

——— funding, H910 [27FE]

——— lower aggregate market value of voting and non-voting common equity necessary for issuer to qualify as well-known seasoned issuer, H5538 [10DE]

——— lower aggregate market value of voting and non-voting common equity necessary for issuer to qualify as well-known seasoned issuer (H.R. 4430), H4952, H4953 [1DE]

——— permit registered investment companies to omit certain fees from calculation of acquired fund fees and expenses reporting, H5540 [10DE]

——— permit registered investment companies to omit certain fees from calculation of acquired fund fees and expenses reporting (H.R. 2225), H2868, H2869 [23JN]

——— prohibit expenditures for additional full-time equivalent employees to establish Offices of Small Business within rule writing divisions to coordinate on rules and policy priorities related to capital formation, H5548 [10DE]

——— provide for electronic delivery of certain regulatory document required under securities laws, H5535, H5537 [10DE]

——— require certification examinations for accredited investors, H5538 [10DE]

——— require certification examinations for accredited investors (H.R. 3339), H3506–H3508 [21JY]

——— require issuers with multi-class stock structure to make certain disclosures in any proxy or consent solicitation material (H.R. 3357), H3508, H3509 [21JY]

——— require issuers with multi-class stock structure to make certain disclosures in proxy or consent solicitation material, H5547 [10DE]

——— 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 (H.R. 3352), H2866–H2868 [23JN]

Trump, President: evaluation of administration, H1927–H1932 [8MY]

——— evaluation of administration relative to economy, H1342 [31MR]

——— evaluation of administration relative to tariffs, H1063 [10MR], H1088, H1091, H1133 [11MR]

Remarks in Senate

Cryptocurrency: prohibit President and Vice President from issuing or endorsing payment stablecoins, S3155 [2JN]

——— provide for regulation of payment stablecoins (S. 1582), S2741 [1MY], S2743, S2751–S2753 [5MY], S2957, S2962 [19MY], S2986 [20MY], S3025 [21MY], S3103 [22MY], S3155 [2JN], S3190, S3192, S3198 [3JN], S3275–S3277 [9JN], S3327, S3329–S3336, S3341, S3342 [11JN], S3362–S3364, S3366, S3385 [12JN], S3398, S3400–S3402 [16JN], S3417–S3432, S3434 [17JN], S3465 [18JN], S4515 [22JY], S7129 [15OC]

——— provide for regulation of payment stablecoins (S. 1582), motion to proceed, S2772 [6MY], S2808, S2814, S2819, S2822–S2825, S2830 [8MY], S2847, S2848, S2852 [12MY], S2947 [15MY], S2965 [19MY], S2983, S3001 [20MY], S3017 [21MY]

——— provide for regulation of payment stablecoins (S. 1582), unanimous-consent request, S2823 [8MY], S3342 [11JN]

Dept. of the Treasury: allow for transfer of recipient information to States for redemption of abandoned savings bonds, S8823 [17DE]

——— maturation of U.S. savings bonds, S8823 [17DE]

ERISA: provide clear definition of adequate consideration for certain closely held stock (S. 2403), S7103 [9OC]

Financial institutions: require proxy advisory firms to register as investment advisers (S. 3055), S7731 [23OC]

IRS: disapprove rule entitled ‘‘Gross Proceeds Reporting by Brokers That Regularly Provide Services Effectuating Digital Asset Sales’’ (S.J. Res. 3), S1466, S1471, S1485–S1488 [4MR]

Political ethics: prohibit President, Vice President, Members of Congress, Senate-confirmed appointees, and spouses and dependents from issuing, sponsoring, or endorsing certain financial instruments, S4050 [30JN]

Public Company Accounting Oversight Board: promote transparency by making disciplinary proceedings open to public (S. 2919), S6793 [19SE]

SEC: enhance civil penalties under Federal securities laws (S. 2920), S6793 [19SE]

Tariff: economic impact, S2026, S2027 [31MR]

Trump, President: evaluation of administration, S2910–S2913 [14MY]

——— evaluation of administration relative to tariffs, S1642 [11MR], S2483 [9AP]

Reports filed

Access to Small Business Investor Capital Act: Committee on Financial Services (House) (H.R. 2225) (H. Rept. 119–126), H2417 [3JN]

Accredited Investor Definition Review Act: Committee on Financial Services (House) (H.R. 3348) (H. Rept. 119–134), H2466 [4JN]

Advocating for Small Business Act: Committee on Financial Services (House) (H.R. 4449) (H. Rept. 119–250), H3890 [8SE]

Aligning SEC Regulations for the World Bank’s International Development Association Act: Committee on Financial Services (House) (H.R. 1764) (H. Rept. 119–25), H1187 [21MR]

Amendment for Crowdfunding Capital Enhancement and Small-Business Support (ACCESS) Act: Committee on Financial Services (House) (H.R. 3645) (H. Rept. 119–203), H3313 [15JY]

Business Owners Protection Act: Committee on Financial Services (House) (H.R. 3484) (H. Rept. 119–363), H4571 [4NO]

Consideration of S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act: Committee on Rules (House) (H. Res. 580) (H. Rept. 119–199), H3313 [15JY]

Developing and Empowering Our Aspiring Leaders Act: Committee on Financial Services (House) (H.R. 4429) (H. Rept. 119–246), H3890 [8SE]

Encouraging Public Offerings Act: Committee on Financial Services (House) (H.R. 3381) (H. Rept. 119–116), H2417 [3JN]

Enhancing Multi-Class Share Disclosures Act: Committee on Financial Services (House) (H.R. 3357) (H. Rept. 119–120), H2417 [3JN]

Equal Opportunity for All Investors Act: Committee on Financial Services (House) (H.R. 3339) (H. Rept. 119–127), H2418 [3JN]

Expanding the Surety Bond Program Act: Committee on Small Business and Entrepreneurship (Senate) (S. 2232), S4902 [30JY]

Expanding WKSI Eligibility Act: Committee on Financial Services (House) (H.R. 4430) (H. Rept. 119–247), H3890 [8SE]

Fair Investment Opportunities for Professional Experts Act: Committee on Financial Services (House) (H.R. 3394) (H. Rept. 119–115), H2417 [3JN]

Financial Exploitation Prevention Act: Committee on Financial Services (House) (H.R. 2478) (H. Rept. 119–361), H4571 [4NO]

Greenlighting Growth Act: Committee on Financial Services (House) (H.R. 3343) (H. Rept. 119–119), H2417 [3JN]

Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act: Committee on Banking, Housing, and Urban Affairs (Senate) (S. 919), S1802 [24MR]

Halting Ownership and Non-Ethical Stock Transactions (HONEST) Act: Committee on Homeland Security and Governmental Affairs (Senate) (S. 1498), S8623 [10DE]

Helping Angels Lead Our Startups (HALOS) Act: Committee on Financial Services (House) (H.R. 3352) (H. Rept. 119–123), H2417 [3JN]

Helping Startups Continue To Grow Act: Committee on Financial Services (House) (H.R. 3323) (H. Rept. 119–133), H2466 [4JN]

Improving Capital Allocation for Newcomers Act: Committee on Financial Services (House) (H.R. 4431) (H. Rept. 119–248), H3890 [8SE]

Improving Disclosure for Investors Act: Committee on Financial Services (House) (H.R. 2441) (H. Rept. 119–136), H2466 [4JN]

Merchant Banking Modernization Act: Committee on Financial Services (House) (H.R. 5291) (H. Rept. 119–368), H4572 [4NO]

Middle Market IPO Cost Act: Committee on Financial Services (House) (H.R. 3395) (H. Rept. 119–128), H2418 [3JN]

Retire Through Ownership Act: Committee on Health, Education, Labor, and Pensions (Senate) (S. 2403), S6574 [11SE]

Retirement Fairness for Charities and Educational Institutions Act: Committee on Financial Services (House) (H.R. 1013) (H. Rept. 119–390), H4907 [28NO]

Securities Research Modernization Act: Committee on Financial Services (House) (H.R. 3672) (H. Rept. 119–204), H3313 [15JY]

Senior Security Act: Committee on Financial Services (House) (H.R. 1469) (H. Rept. 119–124), H2417 [3JN]

Small Business Investor Capital Access Act: Committee on Financial Services (House) (H.R. 3673) (H. Rept. 119–254), H3890 [8SE]

Small Entity Update Act: Committee on Financial Services (House) (H.R. 3382) (H. Rept. 119–125), H2417 [3JN]

Stablecoin Transparency and Accountability for a Better Ledger Economy (STABLE) Act: Committee on Financial Services (House) (H.R. 2392) (H. Rept. 119–94), H1879 [6MY]

Texts of

H. Res. 212, return to Senate S.J. Res. 3, disapprove IRS rule entitled ‘‘Gross Proceeds Reporting by Brokers That Regularly Provide Services Effectuating Digital Asset Sales’’, H1093 [11MR]

H. Res. 580, consideration of S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act, H3257 [15JY]

H.R. 1469, National Senior Investor Initiative Act, H3504 [21JY]

H.R. 1764, Aligning SEC Regulations for the World Bank’s International Development Association Act, H3513 [21JY]

H.R. 2225, Access to Small Business Investor Capital Act, H2868 [23JN]

H.R. 3339, Equal Opportunity for All Investors Act, H3506 [21JY]

H.R. 3343, Greenlighting Growth Act, H3503 [21JY]

H.R. 3352, Helping Angels Lead Our Startups (HALOS) Act, H2866 [23JN]

H.R. 3357, Enhancing Multi-Class Share Disclosures Act, H3508 [21JY]

H.R. 3381, Encouraging Public Offerings Act, H2872 [23JN]

H.R. 3382, Small Entity Update Act, H3500 [21JY]

H.R. 3394, Fair Investment Opportunities for Professional Experts Act, H2869 [23JN]

H.R. 3395, Middle Market IPO Cost Act, H3511 [21JY]

H.R. 4429, Developing and Empowering Our Aspiring Leaders Act, H4949 [1DE]

H.R. 4430, Expanding WKSI Eligibility Act, H4952 [1DE]

H.R. 4431, Improving Capital Allocation for Newcomers Act, H4950 [1DE]

S. 1582, Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act, S3419–S3432 [17JN], H3405–H3418 [17JY]

S. 2374, Climate Change Resiliency Fund for America Act, S4529–S4531 [22JY]

S. 2403, Retire Through Ownership Act, S7103 [9OC]

S. Res. 557, recognize that climate change portends cascade of financial market collapses that would destabilize national and global economies, S8840 [17DE]

S.J. Res. 3, disapprove IRS rule entitled ‘‘Gross Proceeds Reporting by Brokers That Regularly Provide Services Effectuating Digital Asset Sales’’, S1488 [4MR]