[House Report 119-366]
[From the U.S. Government Publishing Office]


119th Congress }                                              { Report
                        HOUSE OF REPRESENTATIVES
 1st Session   }                                              { 119-366

=======================================================================



 
                   STRESS TESTING ACCOUNTABILITY AND
                            TRANSPARENCY ACT

                            ----------------
                                
November 4, 2025.--Committed to the Committee of the Whole House on the 
              State of the Union and ordered to be printed

                            ----------------
                                
    Mr. Hill of Arkansas, from the Committee on Financial Services, 
                        submitted the following


                              R E P O R T

                             together with

                             MINORITY VIEWS

                        [To accompany H.R. 5270]

    The Committee on Financial Services, to whom was referred 
the bill (H.R. 5270) to require the Board of Governors of the 
Federal Reserve System to issue rules to establish certain 
methodologies and scenarios used in stress testing, and for 
other purposes, having considered the same, reports favorably 
thereon with an amendment and recommends that the bill as 
amended do pass.

                                CONTENTS

                                                                   Page
Purpose and Summary..............................................     2
Background and Need for Legislation..............................     3
Committee Consideration..........................................     3
Related Hearings.................................................     4
Committee Votes..................................................     4
Committee Oversight Findings.....................................     9
Performance Goals and Objectives.................................     9
Committee Cost Estimate..........................................     9
New Budget Authority and CBO Cost Estimate.......................     9
Unfunded Mandates Statement......................................     9
Earmark Statement................................................     9
Federal Advisory Committee Act Statement.........................    10
Applicability to the Legislative Branch..........................    10
Duplication of Federal Programs..................................    10
Section-by-Section Analysis of the Legislation...................    10
Changes in Existing Law Made by the Bill, as Reported............    11
Documents included by Unanimous Consent..........................    12
Minority Views...................................................    14

    The amendment is as follows:
    Strike all after the enacting clause and insert the 
following:

SECTION 1. SHORT TITLE.

  This Act may be cited as the ``Stress Testing Accountability and 
Transparency Act''.

SEC. 2. RULEMAKING RELATED TO STRESS CAPITAL BUFFER REQUIREMENTS.

  (a) In General.--Not later than 90 days after the date of the 
enactment of this section, the Board of Governors of the Federal 
Reserve System (in this Act referred to as the ``Board'') shall issue a 
rule--
          (1) establishing the models, assumptions, formulas, and other 
        decisional methodologies that are used to conduct any stress 
        test pursuant to section 165(i) of the Financial Stability Act 
        of 2010 (12 U.S.C. 5365(i)), including any such test that is 
        used to determine any component or subcomponent of the stress 
        capital buffer requirement for a covered company; and
          (2) to determine, where the Board has supervisory stress test 
        results from two or more periodic analyses of a covered 
        company, the covered company's stress capital buffer 
        requirement on the basis of supervisory stress test results 
        from two or more periodic analyses of that covered company.
  (b) Changes.--The Board may only make material changes to the 
methodologies established in the rule issued under subsection (a)(1) 
through notice and comment rulemaking.
  (c) No Double-count.--The Board shall ensure no double-count of 
capital requirements for the same risks in the stress capital buffer 
requirement and the risk-based capital requirements.
  (d) Definitions.--In this section:
          (1) Covered company.--The term ``covered company'' means a 
        company to which section 225.8 of title 12, Code of Federal 
        Regulations, or section 238.170 of title 12, Code of Federal 
        Regulations, applies.
          (2) Stress capital buffer requirement.--The term ``stress 
        capital buffer requirement'' has the meaning given that term 
        under--
                  (A) section 225.8(d) of title 12, Code of Federal 
                Regulations; and
                  (B) section 238.170(d) of title 12, Code of Federal 
                Regulations.
  (e) Rule of Construction.--Nothing in this section may be construed 
to imply that the Board is required to establish a stress capital 
buffer requirement for any bank holding company or any other company 
regulated by the Board.

SEC. 3. RULEMAKING RELATING TO STRESS TESTING.

  (a) In General.--Beginning in the first calendar year beginning after 
the date of the enactment of this section, the Board shall, not less 
than 60 days before conducting a stress test pursuant to section 165(i) 
of the Financial Stability Act of 2010, publicly disclose each scenario 
to be used in such stress test.
  (b) Prohibition.--The Board may not, by rule or otherwise, subject 
any nonbank financial company or bank holding company to a climate-
related stress test using the authority provided in section 165(i) of 
the Financial Stability Act of 2010.

SEC. 4. GAO REPORT.

  (a) In General.--The Comptroller General of the United States shall, 
every 3 years, conduct a study and submit a report to the Congress with 
respect to the stress tests conducted by the Board under section 165(i) 
of the Financial Stability Act of 2010 in the 3 most recent calendar 
years.
  (b) Contents.--The report submitted to the Congress under subsection 
(a) shall consider the effectiveness of the stress tests in 
evaluating--
          (1) the safety and soundness of the nonbank financial 
        companies and bank holding companies subjected to stress tests; 
        and
          (2) the stability of the United States financial system.

                          PURPOSE AND SUMMARY

    H.R. 5270, the Stress Testing Accountability and 
Transparency Act was introduced on September 10, 2025, by 
Republican Representative Bill Huizenga (MI-04). This bill 
requires the Federal Reserve Board (FRB) to issue regulations 
to establish the models, assumptions, and scenarios used in 
annual stress tests that serve as the basis for covered banking 
organizations' stress capital buffer (SCB) requirements. It 
also prohibits climate-related stress tests for nonbank 
financial companies and directs the Government Accountability 
Office (GAO) to report every three years on the effectiveness 
of stress testing in assessing the safety and soundness of 
institutions subjected to stress tests and the stability of the 
U.S. financial system.

                  BACKGROUND AND NEED FOR LEGISLATION

    Section 165 of the Dodd-Frank Act requires the FRB to 
conduct stress tests of certain bank holding companies to 
determine whether they have ``the capital, on a total 
consolidated basis, necessary to absorb losses as a result of 
adverse economic conditions.''\1\ Under the current 
regulations, category I, II, and III firms are subject to 
annual stress testing, and category IV firms are subject to 
biennial stress testing. Certain intermediate holding companies 
of foreign banking organizations are also subject to the stress 
testing requirements. The FRB uses supervisory financial data 
to subject each covered firm to a severely adverse scenario, 
which is characterized by a severe global recession. This test 
is intended to evaluate the financial resilience of the covered 
firms by estimating their losses, revenues, expenses, and 
resulting capital levels under the hypothetical scenario. If a 
firm fails to maintain a SCB, it is subject to automatic 
restrictions on capital distributions, including limitations on 
dividends to shareholders, share repurchases, and executive 
compensation.
---------------------------------------------------------------------------
    \1\12 U.S.C. Sec. 5365.
---------------------------------------------------------------------------
    Each model used by the FRB is a mathematical formula 
derived from statistical models, yet these models are not 
publicly disclosed or issued for public comment by rulemaking. 
Most concerning, last year's Basel III Endgame proposal 
included considerably higher capital requirements for 
operational and market risk, which FRB Governor Waller stated 
has already been captured by stress testing for the past 
decade. If Basel III had been finalized as proposed, banks 
would be required to hold more capital than is necessary to 
safeguard against even significant economic and/or market 
downturns.
    The FRB issued a proposal earlier this year to reduce the 
volatility of stress test capital requirements and indicated 
they are planning to issue an additional proposal later this 
year on models and scenarios used to determine the hypothetical 
losses and revenues of banks under stress. This legislation 
directs the FRB to issue regulations that are consistent with 
those changes.

                        COMMITTEE CONSIDERATION

                             119TH CONGRESS

    On September 10, 2025, Representative Huizenga introduced 
H.R. 5270, the Stress Testing Accountability and Transparency 
Act, with Representative Andy Barr (R-KY) as original 
cosponsor. Representative Pete Sessions (R-TX) was added 
subsequently as a cosponsor. The bill was referred solely to 
the Committee on Financial Services.
    This bill was attached to the May 14, 2025, hearing titled 
``Enhancing Competition: Shaping the Future of Bank Mergers and 
De Novo Formation.''
    On September 16, 2025, the Committee on Financial Services 
met in open session to consider, among others, H.R. 5270. The 
Committee ordered H.R. 5270, as amended, to be favorably 
reported to the House of Representatives.

                             118TH CONGRESS

    On May 8, 2024, Representative Barr introduced H.R. 8287, 
the Stress Testing Accountability and Transparency Act. The 
bill was referred solely to the Committee on Financial 
Services.
    A draft version of the bill was attached to the May 15, 
2024, hearing titled, ``Oversight of Prudential Regulators.'' 
Provisions of H.R. 8287 were included as a title in H.R. 8337, 
the Bank Resilience and Regulatory Improvement Act, introduced 
by Representative Barr on May 10, 2024, which was ordered to be 
reported favorably by the Committee on May 16, 2024 by a vote 
of 24 yeas and 22 nays. On December 3, 2024, the Committee 
filed H. Rept. 118-788 to accompany H.R. 8337. There was no 
further action on H.R. 8337 in the 118th Congress.

                            RELATED HEARINGS

    Pursuant to clause 3(c)(6) of rule XIII of the Rules of the 
House of Representatives, the following hearing was used to 
develop H.R. 5270:
    The Subcommittee on Financial Institutions held a May 14. 
2025, hearing titled, ``Enhancing Competition: Shaping the 
Future of Bank Mergers and De Novo Formation.'' A discussion 
draft version of the bill was attached to the hearing. The 
Subcommittee heard testimony from the following witnesses: Mr. 
Keith Costello, President and CEO, Locality Bank; Ms. Mary 
Usategui, President and CEO, BankMiami; Ms. Amanda Allexon, 
Partner, Simpson Thacher & Bartlett LLP; Mr. John Berlau, 
Senior Fellow and Director of Finance Policy, Competitive 
Enterprise Institute; and Mrs. ReShonda Young, Founder, Jabez 
Inc.

                            COMMITTEE VOTES

    Clause 3(b) of rule XIII of the Rules of the House of 
Representatives requires the Committee Report to include record 
votes on the motion to report legislation and amendments 
thereto.
    On September 16, 2025, the Committee ordered H.R. 5270, as 
amended, to be reported favorably to the House by a recorded 
vote of 28 yeas and 24 nays, a quorum being present. (Record 
Vote No. FC-206).
    The Committee considered the following amendments to H.R. 
5270:
           Representative Huizenga offered an amendment 
        in the nature of a substitute, designated HUIZEN_043, 
        which made minor edits and technical changes. This 
        amendment was adopted by a voice vote.
           Representative Sean Casten (D-IL) offered an 
        amendment (No. 4), designated CASTEN_072. The amendment 
        would strike the underlying bill's prohibition on the 
        Federal Reserve's ability to subject a nonbank 
        financial company or bank holding company to a climate-
        related stress test. This amendment failed by a 
        recorded vote of 24 yeas and 28 nays, a quorum being 
        present. (Record Vote No. FC-204).
           Representative Maxine Waters (D-CA) offered 
        an amendment (No. 5), designated WATERS_096. The 
        amendment would prohibit the provisions of the 
        underlying bill from taking effect until a Federal 
        court determines that the President has attempted to 
        unlawfully remove a governor of the Board of Governors 
        of the Federal Reserve System. This amendment failed by 
        a recorded vote of 24 yeas and 28 nays, a quorum being 
        present. (Record Vote No. FC-205).
        
        [GRAPHIC(S) NOT AVAILABLE IN TIFF FORMAT]
        
                      COMMITTEE OVERSIGHT FINDINGS

    Pursuant to clause 3(c) of rule XIII of the Rules of the 
House of Representatives, the findings and recommendations of 
the Committee, based on oversight activities under clause 
2(b)(1) of rule X of the Rules of the House of Representatives 
are incorporated in the descriptive portions of this report.

                    PERFORMANCE GOALS AND OBJECTIVES

    Pursuant to clause 3(c)(4) of rule XIII of the Rules of the 
House of Representatives, the goal of H.R. 5270 is to increase 
transparency and accountability of the FRB's stress testing 
regime by requiring the FRB to publicly disclose, through 
notice and comment, the models, assumptions, and methodologies 
that are used to conduct stress tests.

                        COMMITTEE COST ESTIMATE

    Clause 3(d)(1) of rule XIII of the Rules of the House of 
Representatives requires an estimate and a comparison of the 
costs that would be incurred in carrying out H.R. 5270. The 
Committee has requested but not received a cost estimate from 
the Director of the Congressional Budget Office. However, 
pursuant to clause 3(d)(1) of rule XIII of the Rules of the 
House of Representatives, the Committee will adopt as its own 
the cost estimate by the Director of the Congressional Budget 
Office once it has been prepared.

               NEW BUDGET AUTHORITY AND CBO COST ESTIMATE

    With respect to the requirements of clause 3(c)(2) of rule 
XIII of the Rules of the House of Representatives and section 
308(a) of the Congressional Budget Act of 1974 and with respect 
to requirements of clause 3(c)(3) of rule XIII of the Rules of 
the House of Representatives and section 402 of the 
Congressional Budget Act of 1974, the Committee will adopt as 
its own the cost estimate for the bill prepared by the Director 
of the Congressional Budget Office. However, a cost estimate 
was not made available to the Committee in time for the filing 
of this report. The Chairman of the Committee shall cause such 
estimate to be printed in the Congressional Record upon its 
receipt by the Committee.

                      UNFUNDED MANDATES STATEMENT

    The Committee has requested but not received from the 
Director of the Congressional Budget Office an estimate of the 
Federal mandates pursuant to section 423 of the Unfunded 
Mandates Reform Act. The Chairman of the Committee shall cause 
such estimate to be printed in the Congressional Record upon 
its receipt by the Committee.

                           EARMARK STATEMENT

    In compliance with clause 9 of rule XXI of the Rules of the 
House of Representatives, this bill, as reported, contains no 
congressional earmarks, limited tax benefits, or limited tariff 
benefits as defined in clause 9(e), 9(f), or 9(g) of rule XXI.

                FEDERAL ADVISORY COMMITTEE ACT STATEMENT

    No advisory committees within the meaning of section 5(b) 
of the Federal Advisory Committee Act were created by this 
legislation.

                APPLICABILITY TO THE LEGISLATIVE BRANCH

    The Committee finds that the legislation does not relate to 
the terms and conditions of employment or access to public 
services or accommodations within the meaning of section 
102(b)(3) of the Congressional Accountability Act.

                    DUPLICATION OF FEDERAL PROGRAMS

    Pursuant to clause 3(c)(5) of rule XIII of the Rules of the 
House of Representatives, the Committee states that no 
provision of the bill establishes or reauthorizes a program of 
the Federal Government known to be duplicative of another 
Federal program, including any program that was included in a 
report to Congress pursuant to section 21 of the Public Law 
111-139 or the most recent Catalog of Federal Domestic 
Assistance.

             SECTION-BY-SECTION ANALYSIS OF THE LEGISLATION

Section 1. Short title

    Section 1 provides the short title is the ``Stress Testing 
Accountability and Transparency Act''.

Section 2. Rulemakings related to stress capital buffer requirements

    Section 2 requires the FRB, within 90 days of enactment of 
this Act, to issue a rule establishing the models, assumptions, 
formulas, and other methodologies that are used to conduct 
stress tests. This includes any such test that is used to 
determine any component or subcomponent of the stress capital 
buffer of an institution. Additionally, the rule shall require 
the FRB to establish a stress capital buffer based on two or 
more periodic analyses of a covered company as opposed to one. 
This section clarifies that the FRB may only make material 
changes to the methodologies established in the rule through 
notice and comment rulemaking. This section requires the FRB to 
ensure no double-counting of capital requirements for the same 
risks in the stress capital buffer requirement and the risk-
based capital requirements. This section clarifies that nothing 
in this section may be construed to imply that the FRB is 
required to establish a stress capital buffer requirement for 
any bank holding company.

Section 3. Rulemaking relating to stress testing

    Section 3 requires the FRB to publicly disclose each 
scenario to be used in such tests 60 days before conducting a 
stress test, beginning in the first calendar year after the 
date of enactment of this Act. This section prohibits the FRB 
from subjecting any nonbank financial company or bank holding 
company to a climate-related stress test.

Section 4. GAO report

    Section 4 requires the Comptroller General of the U.S. to 
conduct a study every three years, and submit a report to 
Congress, on the effectiveness of the stress tests in 
evaluating the safety and soundness of the nonbank financial 
companies and bank holding companies subjected to stress tests 
and the stability of the U.S. financial system.

         CHANGES IN EXISTING LAW MADE BY THE BILL, AS REPORTED

    H.R. 5270 does not repeal or amend any section of a 
statute. Therefore, the Office of Legislative Counsel did not 
prepare the report required under clause 3(e) of rule XIII of 
the House of Representatives.

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                             MINORITY VIEWS

    H.R. 5270 would undermine stress testing of the largest 
banks, a key reform imposed following the 2008 global financial 
crisis that was used successfully to strengthen the safety and 
soundness of the banking system. Specifically, the bill 
requires the Federal Reserve (Fed) to subject the stress 
capital buffer calculations and stress testing scenarios to 
public rulemaking. Experts have warned this would undermine the 
purpose of the stress tests and allow large banks to game them. 
This bill also includes a GAO study that would be conducted 
every three years to review the economic scenarios the Fed is 
using for its stress tests. The bill further prohibits the Fed 
from conducting climate-related financial risk stress tests, 
preventing them from addressing a rising risk that is affecting 
the financial system.
    Wall Street banks were severely undercapitalized in the 
lead up to the 2008 financial crisis.\1\ They funded their 
loans and risky bets with too much debt and not enough of their 
own capital. Stress testing was a key tool that regulators 
deployed to restore public and market confidence in the 
financial system in the wake of the crisis. In 2009, regulators 
conducted stress tests to examine whether big banks could 
withstand continued economic weakness without breaching their 
minimum capital requirements.\2\ Due to the success of this 
stress test, Congress required annual stress tests of the 
nation's largest bank holding companies and systemically 
important financial institutions (``SIFIs'').\3\ The Federal 
Reserve implemented this requirement by creating the Dodd-Frank 
Act Stress Test (``DFAST'') and the Comprehensive Capital 
Analysis and Review (``CCAR'').\4\ Through DFAST and CCAR, big 
bank balance sheets were stressed annually against a severe 
hypothetical economic downturn. If the projected losses brought 
a big bank's capital levels below regulatory minimums, it would 
face restrictions on its planned dividends and share buybacks. 
The stress testing framework, and other post crisis 
improvements to capital requirements helped increase big bank 
capital levels in the years following the financial crisis.\5\ 
Experts have also noted that the U.S. post-crisis approach to 
stress testing and improving other prudential requirements 
strengthened the largest U.S. banks more so than their European 
counterparts, which faced a relatively weaker stress testing 
approach.\6\
---------------------------------------------------------------------------
    \1\Financial Crisis Inquiry Commission. The financial crisis 
inquiry report: final report of the National Commission on the Causes 
of the Financial and Economic Crisis in the United States (Jan. 2011).
    \2\Treasury, Data: Supervisory Capital Assessment Program & Capital 
Assistance Program (SCAP and CAP) (accessed Sep. 14, 2025).
    \3\Dodd-Frank Wall Street Reform and Consumer Protection Act, 
Section 165(i)(1). Distinct from the supervisory stress tests, the 
Dodd-Frank Act also established a company-run stress testing 
requirement.
    \4\DFAST and CCAR were ultimately merged, and stress testing 
results were more formally integrated into the point- in-time capital 
requirements through the Stress Capital Buffer rulemaking. See, Fed, 
Federal Reserve Board approves rule to simplify its capital rules for 
large banks, preserving the strong capital requirements already in 
place (Mar. 4, 2020).
    \5\For example, the 34 large bank holding companies subjected to 
the 2017 stress tests had more than doubled their high-quality risk-
weighted capital levels from 5.5% in Q1 2009 to 12.5% in Q1 2017. 
Similarly, these banks materially increased their simpler and more 
reliable leverage capital levels between 2009 and 2017. Fed, ``Federal 
Reserve releases results of CCAR (Jun. 28, 2017); Federal Reserve Bank 
of Kansas City, Bank Capital Analysis Semiannual Update (Oct. 2024).
    \6\For example, see, Bloomberg, U.S. Banks Safer Than Europeans Due 
to Early Medicine, Cohn Says (Feb. 9, 2016); Viral V. Acharya and 
Sascha Steffen, Falling short of expectations? Stress-testing the 
European banking system (Jan. 15, 2014); Robert A. Weigand, A tale of 
two banking systems: the performance of U.S. and European banks in the 
21st century (Apr. 7, 2015).
---------------------------------------------------------------------------
    But during the first Trump administration, the Fed watered 
down certain assumptions and requirements embedded in the 
stress testing framework.\7\ For example, leverage capital 
requirements were stripped from the stress tests, certain 
assumptions regarding balance sheet growth were relaxed, and 
pre-funding requirements for planned dividends and share 
buybacks were significantly reduced.\8\ In addition to relaxing 
certain stress testing assumptions and requirements, the Fed 
finalized a series of ``transparency'' amendments prompted by 
industry requests.\9\
---------------------------------------------------------------------------
    \7\Fed, Federal Reserve Board approves rule to simplify its capital 
rules for large banks, preserving the strong capital requirements 
already in place (Mar. 4, 2024); Fed, Federal Reserve Board announces 
it will limit the use of the ``qualitative objection'' in its CCAR 
exercise, effective for the 2019 cycle (Mar. 6, 2019); Better Markets. 
Comment Letter Re: Amendments to the Regulatory Capital, Capital Plan, 
and Stress Test Rules (June 25, 2018).
    \8\Id.
    \9\Fed, Federal Reserve Board finalizes set of changes that will 
increase the transparency of its stress testing program for nation's 
largest and most complex banks (Feb. 5, 2019); The Clearing House, The 
Clearing House Offers Recommendations to Improve Stress Testing 
Transparency (Jan. 22, 2018).
---------------------------------------------------------------------------
    In June 2024, Greg Feldberg, Research Director of Yale's 
Program on Financial Stability testified before the House 
Financial Services Committee and raised concerns about this, 
saying that, ``Too much transparency can be a bad thing . . . . 
U.S. supervisors are already revealing a lot about the stress 
test methodologies to the regulated industry, which may allow 
banks to merely optimize to the stress test rather than build 
resiliency. The Federal Reserve's disclosures about its models 
and methods, along with the Bank of England's, are far more 
transparent than other authorities across the world.''\10\
---------------------------------------------------------------------------
    \10\Greg Feldberg, Written Testimony before FSC FI Subcommittee 
hearing, Stress Testing: What's Inside the Black Box? (Jun. 26, 2024).
---------------------------------------------------------------------------
    In Trump's second term, the Fed is moving forward with 
proposals to roll back the stress testing regime further. In 
response to these proposed roll backs, Fed Governor Barr warned 
that ``banks are likely to game the capital requirements once 
they know the details of the stress test'' and that ``[f]ull 
disclosure of the Fed's stress models and scenarios could 
enable banks to optimize stress test results by adjusting their 
balance sheet based on their knowledge of where the models 
underprice risk, in order to reduce their capital requirements 
without materially reducing risks.''\11\
---------------------------------------------------------------------------
    \11\Fed, Statement on Stress Test Proposal by Governor Michael S. 
Barr (Apr. 17, 2025).
---------------------------------------------------------------------------
    While periodic GAO studies included in the bill might be 
helpful, forcing the Fed to publicize key details regarding 
stress testing and subjecting them to rulemakings would allow 
banks to game the stress tests, undermining the intent to 
ensure they improve preparedness for unexpected events. 
Moreover, preventing the Fed from conducting climate-related 
stress tests will blind our regulators from dealing with a 
financial stability risk that could have costly ramifications. 
This measure was included in a larger bank deregulation 
package, H.R. 8337 (118th), that Republicans advanced on a 
party-line vote last Congress.
    H.R. 5270 was opposed by all Committee Democrats in the 
markup. The bill is also opposed by Americans for Financial 
Reform and Public Citizen. During debate, Republicans rejected 
an amendment from Rep. Casten that would have eliminated the 
bill's provisions prohibiting the Fed from conducting climate-
related stress tests in the future. Republicans also rejected 
an amendment from Ranking Member Waters that would promote the 
independence of the Federal Reserve by stipulating that the 
bill will take effect January 2029 but will not take effect if 
a Federal court finds, before that time, that the President 
attempted to unlawfully fire a Fed Governor.
    For these reasons, we oppose H.R. 5270.

            Sincerely,
                                   Maxine Waters,
                                           Ranking Member.
                                   Nydia M. Velazquez,
                                   Stephen F. Lynch,
                                   Al Green,
                                   Joyce Beatty,
                                   Rashida Tlaib,
                                   Sylvia R. Garcia,
                                           Members of Congress.

                                  [all]