------------------------------------------------------ INVESTMENTS related term(s) Securities Addresses State of the Union: President Trump, S645-S649 [24FE], H2287- H2295 [24FE] Amendments Dept. of Commerce: conduct interagency review of, and report to Congress on, ways to increase U.S. global competitiveness in attracting foreign direct investment (S. 2563), S1522 [22MR] Pensions: specify requirements concerning consideration of pecuniary and non-pecuniary factors in investment decisions (H.R. 2988), H903, H905 [15JA] ------specify requirements concerning consideration of pecuniary and non-pecuniary factors in investment decisions (H.R. 2988), consideration (H. Res. 988), H676 [13JA] Bills and resolutions Business and industry: clarify treatment of certain non- controlling developers or providers of distributed ledger services involved in digital assets relative to money transmission laws (see S. 3611), S130 [12JA] ------prevent exploitative private equity practices in health care system (see S. 3829), S577 [11FE] (see H.R. 7537), H2218 [12FE] CFTC: create Office of the Chief Economist (see H.R. 7488), H2185 [11FE] ------reduce systemic risk while increasing geographical diversity and competition relative to depositories for storage of precious metals (see H.R. 8007), H2620 [19MR] Committee on Foreign Investment in the U.S.: include Sec. of the Interior as member (see H.R. 7074), H893 [14JA] Congress: advance commonsense policies (see H.R. 7314), H1948 [2FE] ------advance policy priorities (see H.R. 7315), H1948 [2FE] Cryptocurrency: require foreign payment stablecoin issuers to undergo annual audit similar to U.S. payment stablecoin issuers (see S. 3907), S651 [24FE] Dept. of Energy: establish requirements for providing financial assistance to regulated investor owned electric utilities (see H.R. 7926), H2483 [12MR] ------provide enhanced provisions for advanced nuclear energy projects receiving loan guarantees (see S. 3814), S552 [10FE] Dept. of Homeland Security: establish EB-5 Regional Center Program Advisory Committee in U.S. Citizenship and Immigration Services (see H.R. 6992), H615 [9JA] Dept. of HUD: establish first-time home buyers savings match program (see H.R. 7244), H1914 [27JA] ------expand HOME Investment Partnerships Program (see S. 3901), S650 [24FE] Dept. of Justice: prohibit large institutional investors from purchasing residential real estate (see S. 3937), S706 [26FE] Dept. of the Treasury: include any entity identified as Chinese military company on Non-SDN Chinese Military-Industrial Complex Companies List (see S. 3640), S220 [14JA] (see H.R. 7075), H893 [14JA] Disasters: prohibit solicitation by institutional investors after major disaster (see S. 3961), S731 [2MR] Federal employees: address responsibilities of fiduciaries relative to Thrift Savings Plan (see H.R. 7357), H2030 [4FE] 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. 7888), H2476 [9MR] ------permit Federal banking agencies to examine qualifying insured depository institutions with under $6 billion in total assets not less than once during each 18-month period (see S. 3830), S577 [11FE] ------prohibit stock sales by senior bank executives in certain circumstances (see H.R. 7887), H2476 [9MR] ------provide requirements for bulk auction or group sale of certain non-performing loans (see S. 3753), S419 [30JA] ------require chief executive officers of global systemically important bank holding companies to provide annual reports to FRS Board of Governors (see H.R. 7513), H2186 [11FE] Financial literacy: improve for secondary school students (see H.R. 7183), H1171 [21JA] GAO: conduct audit of U.S. and Venezuela energy deal (see S. 3838), S577 [11FE] (see H.R. 7819), H2470 [5MR] Government: ban certain Government officials from trading event contracts (see S. 4017), S881 [5MR] ------modify reporting value categories for financial disclosure reports required by federally elected and senior Federal officials (see S. 3827), S577 [11FE] (see H.R. 7508), H2186 [11FE] ------prohibit Federal elected and senior Federal officials from trading on prediction markets (see H.R. 8076), H2710 [25MR] ------require new ethics obligations and restrict stock trading by Members of Congress, President, Vice President, and spouses or dependent children (see H.R. 7852), H2471 [5MR] Housing: impose tax on purchase of single-family homes by certain large investors (see S. 3754), S419 [30JA] Members of Congress: prohibit stock puchases by Members, their spouses, or their dependent children and require notice of stock sales (see S. 4134), S1205 [18MR] (see H.R. 7008), H655 [12JA] ------prohibit stock trading and ownership by Members, their spouses, or their dependent children (see S. 3649), S256 [15JA] Office of the Comptroller of the Currency: disapprove rule entitled ``Rescission of Principles for Climate-Related Financial Risk Management for Large Financial Institutions'' (see S.J. Res. 113), S881 [5MR] Pensions: specify requirements concerning consideration of pecuniary and non-pecuniary factors in investment decisions (H.R. 2988), consideration (see H. Res. 988), H654 [12JA] Political ethics: require President and Vice President to disclose financial interests and divest of any financial interest posing potential conflict of interest (see H.R. 7207), H1349 [22JA] Real estate: set restrictions on sale of single-family homes financed by Federal Government (see H.R. 7586), H2224 [13FE] SBA: establish Innovation Centers Program to foster innovation and entrepreneurial ecosystems in underserved communities through grants to minority-serving colleges and universities and community colleges (see S. 3876), S609 [12FE] (see H.R. 8063), H2675 [24MR] ------extend Small Business Innovation Research Program and Small Business Technology Transfer Program (see S. 3971), S762 [3MR] SEC: address exemption of, and reporting by, certain private fund advisers (see S. 3880), S609 [12FE] ------amend authority of closed-end companies to invest in private funds (see S. 3671), S257 [15JA] ------establish Public Company Advisory Committee (see H.R. 6967), H134 [7JA] ------establish Senior Investor Taskforce (see S. 4055), S1009 [11MR] ------lower aggregate market value of voting and non-voting common equity necessary for issuer to qualify as well-known seasoned issuer (see S. 3749), S377 [29JA] ------prohibit certain large private funds and registered investment companies from purchasing single family homes (see H.R. 7221), H1350 [22JA] ------prohibit certain large-scale companies from purchasing single family residences (see H.R. 7186), H1171 [21JA] ------provide exemption from definition of broker for certain registered representative-owned personal services entity (see H.R. 7187), H1171 [21JA] ------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 S. 3662), S256 [15JA] ------require issuers with multi-class stock structure to make certain disclosures in any proxy or consent solicitation material (see S. 3831), S577 [11FE] ------specify certain registration statement contents for emerging growth companies and permit issuers to file draft registration statements for confidential review (see S. 4034), S958 [10MR] Securities: exempt off-exchange secondary trading from State regulation where such trading is relative to securities of issuer that makes publicly available certain current information (see H.R. 7127), H923 [16JA] SSA: prohibit Social Security Trust Funds from investing in cryptocurrency (see S. 4092), S1047 [12MR] Taxation: allow certain advance refunding bonds for public school districts to be tax-exempt (see H.R. 7570), H2224 [13FE] ------allow certain distributions from long-term qualified tuition programs for first home purchases (see H.R. 7468), H2118 [10FE] ------allow charitable rollovers from individual retirement accounts to donor advised funds (see S. 3975), S762 [3MR] ------allow distributions from qualified tuition programs for first home purchases (see H.R. 7402), H2040 [5FE] ------allow distributions from qualified tuition programs for qualified housing expenses (see H.R. 7393), H2040 [5FE] ------allow establishment of first-time homebuyer savings accounts (see H.R. 7422), H2094 [9FE] ------create American dream accounts for purpose of setting aside tax-deferred contributions for purchase of new home (see S. 4026), S915 [9MR] ------equalize treatment of capital gains and earned income (see S. 4122), S1090 [17MR] ------establish mass timber plant investment credit, mass timber workforce development credit, and mass timber construction credit (see H.R. 7245), H1914 [27JA] ------establish New Child Tax Credit and provide for American Dream Accounts (see S. 3770), S470 [3FE] ------establish tax-advantaged homeowner savings accounts (see H.R. 7756), H2368 [3MR] ------exclude all gain from sale of principal residence or any residence which is sold to first-time homebuyer (see H.R. 7400), H2040 [5FE] ------exclude automobiles from being treated as collectibles for purposes of capital gains tax (see H.R. 7582), H2224 [13FE] ------exclude from gross income de minimis gains from certain sales or exchanges of virtual currency (see S. 4171), S1580 [24MR] ------expand eligibility for health savings accounts (see H.R. 7681), H2327 [25FE] ------expand housing investment with mortgage revenue bonds (see H.R. 7414), H2094 [9FE] ------extend clean electricity production credit and clean electricity investment credit based on increases in price of and demand for electricity (see S. 4175), S1580 [24MR] ------give individuals with deceased spouses same exclusion of gain from sale of principal residence as is allowed to married couples, regardless of how much time has passed since such death (see H.R. 7349), H2029 [4FE] ------impose excise tax on acquisition of single-family residences by hedge fund taxpayers (see S. 3930), S706 [26FE] ------increase estate, gift, and generation-skipping taxes on certain wealthy estates and deposit such revenues in Social Security Trust Fund (see S. 4196), S1614 [25MR] ------modify rules for investments in qualified opportunity funds (see H.R. 7820), H2470 [5MR] ------permit fees for admissions applications to higher education institutions to be paid from 529 plans (see H.R. 7205), H1349 [22JA] ------prohibit deduction of certain expenses for, and impose excise tax on sale of, homes owned by large investors, prohibit Federal mortgage assistance for such investors, and establish neighborhood homes tax credit (see H.R. 7138), H924 [16JA] ------promote new business innovation (see S. 4207), S1614 [25MR] ------provide bonus depreciation for long-term residential rental housing (see S. 4080), S1046 [12MR] ------provide credits for production of renewable chemicals and investments in renewable chemical production facilities (see S. 3632), S220 [14JA] ------restore treatment of State and local bonds guaranteed by Federal Home Loan Bank as not federally guaranteed for purposes of determining their tax-exempt status (see S. 3941), S706 [26FE] (see H.R. 7769), H2368 [3MR] ------treat digital asset indexes as eligible investments for purposes of Trump accounts (see H.R. 7737), H2332 [26FE] United Arab Emirates: condemn and call for reversal of President Trump's decision to allow export of advanced artificial intelligence (AI) chips despite risks to national security and conflicts of interest (see S. Res. 598), S510 [5FE] Cost Estimates Financial Stability Oversight Council Improvement Act (H.R. 3682): CBO, H2076 [9FE] Essays State of the Union: Max Clegg, S757 [3MR] Letters Deploying Infrastructure With Greater Internet Transactions and Legacy (DIGITAL) Applications Act: Representative Babin, Committee on Science, Space, and Technology (House), H2512 [16MR] ------Representative Westerman, Committee on Natural Resources (House), H2512 [16MR] Protecting Prudent Investment of Retirement Savings Act: Economic Policy Institute, H689 [13JA] Motions IRS: disapprove rule entitled ``Interim Guidance Simplifying Application of the Corporate Alternative Minimum Tax to Partnerships'' (S.J. Res. 95), S543 [10FE] Pensions: specify requirements concerning consideration of pecuniary and non-pecuniary factors in investment decisions (H.R. 2988), H905 [15JA] Remarks in House Dept. of the Treasury: improve transparency of Financial Stability Oversight Council and improve systemically important financial institution (SIFI) designation process (H.R. 3682), H2074-H2076 [9FE] 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 (H.R. 1665), H2511-H2513 [16MR] GAO: require report comparing brokerage window accounts with defined contribution plans, H903, H904 [15JA] Members of Congress: require Members, spouses, and dependent children to place certain assets into blind trusts (H.R. 396), H2609 [19MR], H2668 [24MR] Pensions: specify requirements concerning consideration of pecuniary and non-pecuniary factors in investment decisions (H.R. 2988), H897-H907 [15JA] ------specify requirements concerning consideration of pecuniary and non-pecuniary factors in investment decisions (H.R. 2988), consideration (H. Res. 988), H670-H677 [13JA] Political ethics: prohibit stock trading and ownership by Members of Congress, President, Vice President, and their spouses and dependents (H.R. 6731), H2124 [11FE] SBA: extend Small Business Innovation Research Program and Small Business Technology Transfer Program (S. 3971), H2491-H2497 [16MR], E225 [17MR] ------improve commercialization activities in Small Business Innovation Research Program and Small Business Technology Transfer Program (H.R. 3239), H2496 [16MR] ------require annual portfolio risk analysis of loans guaranteed under Small Business Investment Act (H.R. 5788), H932-H934 [20JA] South Carolina: economic status, H1939 [2FE] Taxation: deny interest and depreciation deductions for taxpayers owning more than certain number of single family properties (H.R. 4352), H724 [14JA] ------expand and improve health savings accounts, H713 [13JA] ------tribute to tax-advantaged investment accounts for children (Trump Accounts), H2413 [4MR] Trump, President: evaluation of administration, H2455-H2459 [5MR] Remarks in Senate Comptroller of the Currency and FRS: allow to increase aggregate amount of investments that national banking association and State member bank may make to promote public welfare, S720 [2MR] Cryptocurrency: provide for regulation of payment stablecoins (S. 1582), S1038 [12MR] ------require foreign payment stablecoin issuers to undergo annual audit similar to U.S. payment stablecoin issuers (S. 3907), S653 [24FE] Dept. of Commerce: conduct interagency review of, and report to Congress on, ways to increase U.S. global competitiveness in attracting foreign direct investment (S. 2563), S1522, S1523 [22MR] Dept. of HUD: prohibit large institutional investors from purchasing residential real estate, S911 [9MR] Financial institutions: provide requirements for bulk auction or group sale of certain non-performing loans (S. 3753), S420 [30JA] Government: ban stock trading by Members of Congress, President, Vice President, Supreme Court Justices, certain FRS officials, and spouses or dependent children (S. 2877), S206 [14JA] Housing: impose tax on purchase of single-family homes by certain large investors (S. 3754), S420 [30JA] IRS: disapprove rule entitled ``Interim Guidance Simplifying Application of the Corporate Alternative Minimum Tax to Partnerships'' (S.J. Res. 95), motion to proceed, S542-S544 [10FE] One Big Beautiful Bill Act: impact, S357 [29JA] SBA: extend Small Business Innovation Research Program and Small Business Technology Transfer Program (S. 3971), S751-S756 [3MR] Technology: provide for regulation of digital assets, S123 [12JA] Trump, President: evaluation of administration relative to conflicts of interest, S435 [2FE] ------evaluation of administration relative to cryptocurrency, S948 [10MR] ------State of the Union Message, S714 [26FE] United Arab Emirates: condemn and call for reversal of President Trump's decision to allow export of advanced artificial intelligence (AI) chips despite risks to national security and conflicts of interest (S. Res. 598), S504 [5FE] Webster City, IA: tribute to Boone River Financial (business), S1203 [18MR] Reports filed Consideration of H.R. 2988, Protecting Prudent Investment of Retirement Savings Act: Committee on Rules (House) (H. Res. 988) (H. Rept. 119-440), H654 [12JA] Deploying Infrastructure With Greater Internet Transactions and Legacy (DIGITAL) Applications Act: Committee on Energy and Commerce (House) (H.R. 1665) (H. Rept. 119-487), H2028 [4FE] ------Committee on Natural Resources (House) (H.R. 1665) (H. Rept. 119-487), H2029 [4FE] Federal Broadband Deployment Tracking Act: Committee on Energy and Commerce (House) (H.R. 1343) (H. Rept. 119-485), H2028 [4FE] Global Investment in American Jobs Act: Committee on Commerce, Science, and Transportation (Senate) (S. 2563) (S. Rept. 119- 116), S1046 [12MR] Protecting Private Job Creators Act: Committee on Financial Services (House) (H.R. 3959) (H. Rept. 119-523), H2325 [25FE] Public Company Advisory Committee Act: Committee on Financial Services (House) (H.R. 6967) (H. Rept. 119-557), H2620 [19MR] Restoring the Secondary Trading Market Act: Committee on Financial Services (House) (H.R. 7127) (H. Rept. 119-573), H2709 [25MR] Retire Through Ownership Act: Committee on Education and Workforce (House) (H.R. 5169) (H. Rept. 119-448), H892 [14JA] Small Business Relief Act: Committee on Financial Services (House) (H.R. 4130) (H. Rept. 119-525), H2325 [25FE] Small Entrepreneurs' Empowerment and Development (SEED) Act: Committee on Financial Services (House) (H.R. 4171) (H. Rept. 119-572), H2709 [25MR] Stop Insider Trading Act: Committee on House Administration (House) (H.R. 7008) (H. Rept. 119-479), H1975 [3FE] Testimonies S. 3971, Small Business Innovation and Economic Security Act, S752-S756 [3MR] Texts of H. Res. 988, consideration of H.R. 2988, Protecting Prudent Investment of Retirement Savings Act, H670 [13JA] H.R. 1665, Deploying Infrastructure With Greater Internet Transactions and Legacy (DIGITAL) Applications Act, H2511 [16MR] H.R. 2988, Protecting Prudent Investment of Retirement Savings Act, H897-H899 [15JA] H.R. 3682, Financial Stability Oversight Council Improvement Act, H2074 [9FE] H.R. 5788, 504 Program Risk Oversight Act, H933 [20JA] S. 2563, Global Investment in American Jobs Act, S1522 [22MR] S. 3838, Venezuela Oil Proceeds Transparency Act, S579 [11FE] S. 3971, Small Business Innovation and Economic Security Act, H2491-H2495 [16MR] S. 4092, No Crypto in Social Security Act, S1049 [12MR] S. Res. 598, condemn and call for reversal of President Trump's decision to allow export of advanced artificial intelligence (AI) chips to United Arab Emirates despite risks to national security and conflicts of interest, S513 [5FE]