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lobbying_filings_raw: 5eef71b9-8e69-4683-a4d8-e8a5de85b087

Raw lobbying disclosure filings from the Senate Office of Public Records (SOPR). Each row is a single filing — registrations, quarterly reports, amendments, and terminations. Includes registrant and client names, reported income/expenses, filing period, and the full raw JSON from the API.

This data as json

filing_uuid filing_type registrant_id registrant_name client_id client_name filing_year filing_period received_date amount_reported is_amendment is_no_activity is_termination raw_json registrant_state registrant_country registrant_house_id client_state client_ppb_state client_country client_ppb_country client_general_description client_government_entity affiliated_org_count client_entity_id client_government_unit_id client_match_method client_match_confidence
5eef71b9-8e69-4683-a4d8-e8a5de85b087 Q4 26901 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 134235 NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS 2016 fourth_quarter 2017-01-17T13:01:24-05:00 612770.0 0 0 0 {"url": "https://lda.senate.gov/api/v1/filings/5eef71b9-8e69-4683-a4d8-e8a5de85b087/", "filing_uuid": "5eef71b9-8e69-4683-a4d8-e8a5de85b087", "filing_type": "Q4", "filing_type_display": "4th Quarter - Report", "filing_year": 2016, "filing_period": "fourth_quarter", "filing_period_display": "4th Quarter (Oct 1 - Dec 31)", "filing_document_url": "https://lda.senate.gov/filings/public/filing/5eef71b9-8e69-4683-a4d8-e8a5de85b087/print/", "filing_document_content_type": "text/html", "income": null, "expenses": "612770.00", "expenses_method": "a", "expenses_method_display": "Method A - Reporting amounts using LDA definitions only", "posted_by_name": "Ben Parish", "dt_posted": "2017-01-17T13:01:24-05:00", "termination_date": null, "registrant_country": "United States of America", "registrant_ppb_country": null, "registrant_address_1": "2901 TELESTAR COURT", "registrant_address_2": null, "registrant_different_address": false, "registrant_city": "FALLS CHURCH", "registrant_state": "VA", "registrant_zip": "22042", "registrant": {"id": 26901, "url": "https://lda.senate.gov/api/v1/registrants/26901/", "house_registrant_id": 30246, "name": "NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS", "description": "Insurance and financial services trade association.", "address_1": "2901 Telestar Court", "address_2": null, "address_3": null, "address_4": null, "city": "Falls Church", "state": "VA", "state_display": "Virginia", "zip": "22042", "country": "US", "country_display": "United States of America", "ppb_country": "US", "ppb_country_display": "United States of America", "contact_name": "GAYLE SCHREIBER", "contact_telephone": "+1 703-770-8100", "dt_updated": "2026-01-21T09:26:56.833308-05:00"}, "client": {"id": 134235, "url": "https://lda.senate.gov/api/v1/clients/134235/", "client_id": 12, "name": "NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS", "general_description": null, "client_government_entity": false, "client_self_select": true, "state": "VA", "state_display": "Virginia", "country": "US", "country_display": "United States of America", "ppb_state": "VA", "ppb_state_display": "Virginia", "ppb_country": "US", "ppb_country_display": "United States of America", "effective_date": "2015-03-23"}, "lobbying_activities": [{"general_issue_code": "HCR", "general_issue_code_display": "Health Issues", "description": "Issues related to agent compensation: H.R. 815. Issues related to the implementation of the Patient Protection and Affordable Care Act: H.R. 1624, H.R. 30, H.R. 588, S. 1099 and S. 30. Issues related to HSA/FSA reform. Issues related to the McCarran-Ferguson anti-trust exemption. Issues with respect to the small employer health care insurance tax credit including: S. 379, H.R. 762, H.R. 4469, S. 1653, S. 2045 and S. 2499.", "foreign_entity_issues": "", "lobbyists": [{"lobbyist": {"id": 55855, "prefix": "ms", "prefix_display": "MS.", "first_name": "DIANE", "nickname": null, "middle_name": "R", "last_name": "BOYLE", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 57372, "prefix": null, "prefix_display": null, "first_name": "JUDI", "nickname": null, "middle_name": null, "last_name": "CARSRUD", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 60351, "prefix": null, "prefix_display": null, "first_name": "STEVE", "nickname": null, "middle_name": null, "last_name": "KLINE", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 42822, "prefix": null, "prefix_display": null, "first_name": "GARY", "nickname": null, "middle_name": null, "last_name": "SANDERS", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 62334, "prefix": null, "prefix_display": null, "first_name": "BEN", "nickname": null, "middle_name": "TYLER", "last_name": "PARISH", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 61815, "prefix": null, "prefix_display": null, "first_name": "MATTHEW", "nickname": null, "middle_name": null, "last_name": "LAPTEW", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 62970, "prefix": null, "prefix_display": null, "first_name": "MARGARET", "nickname": null, "middle_name": null, "last_name": "BUNEO", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 63640, "prefix": null, "prefix_display": null, "first_name": "MICHAEL", "nickname": null, "middle_name": "WILLIAM", "last_name": "HEDGE", "suffix": "jr", "suffix_display": "JR"}, "covered_position": null, "new": false}], "government_entities": [{"id": 136, "name": "Centers For Medicare and Medicaid Services (CMS)"}, {"id": 34, "name": "Health & Human Services, Dept of (HHS)"}, {"id": 2, "name": "HOUSE OF REPRESENTATIVES"}, {"id": 188, "name": "Internal Revenue Service (IRS)"}, {"id": 38, "name": "Labor, Dept of (DOL)"}, {"id": 88, "name": "Securities & Exchange Commission (SEC)"}, {"id": 1, "name": "SENATE"}, {"id": 41, "name": "Treasury, Dept of"}]}, {"general_issue_code": "TAX", "general_issue_code_display": "Taxation/Internal Revenue Code", "description": "Issues related to the tax treatment of financial products such as life insurance, annuities, retirement savings plans, employer-provided qualified and non-qualified benefit programs, and health insurance: S. Amdt. 947, H.R. 27, H.R. 1544, H.R.1040, S. 155, H.R.362, H.R. 4294, S. 2505, H.R. 557, H.R. 4094, H.R. 4114, H.R. 4469, H.R. 3050 and S. 2750.", "foreign_entity_issues": "", "lobbyists": [{"lobbyist": {"id": 57372, "prefix": null, "prefix_display": null, "first_name": "JUDI", "nickname": null, "middle_name": null, "last_name": "CARSRUD", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 55855, "prefix": "ms", "prefix_display": "MS.", "first_name": "DIANE", "nickname": null, "middle_name": "R", "last_name": "BOYLE", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 60351, "prefix": null, "prefix_display": null, "first_name": "STEVE", "nickname": null, "middle_name": null, "last_name": "KLINE", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 42822, "prefix": null, "prefix_display": null, "first_name": "GARY", "nickname": null, "middle_name": null, "last_name": "SANDERS", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 62334, "prefix": null, "prefix_display": null, "first_name": "BEN", "nickname": null, "middle_name": "TYLER", "last_name": "PARISH", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 61815, "prefix": null, "prefix_display": null, "first_name": "MATTHEW", "nickname": null, "middle_name": null, "last_name": "LAPTEW", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 62970, "prefix": null, "prefix_display": null, "first_name": "MARGARET", "nickname": null, "middle_name": null, "last_name": "BUNEO", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 63640, "prefix": null, "prefix_display": null, "first_name": "MICHAEL", "nickname": null, "middle_name": "WILLIAM", "last_name": "HEDGE", "suffix": "jr", "suffix_display": "JR"}, "covered_position": null, "new": false}], "government_entities": [{"id": 136, "name": "Centers For Medicare and Medicaid Services (CMS)"}, {"id": 34, "name": "Health & Human Services, Dept of (HHS)"}, {"id": 2, "name": "HOUSE OF REPRESENTATIVES"}, {"id": 188, "name": "Internal Revenue Service (IRS)"}, {"id": 38, "name": "Labor, Dept of (DOL)"}, {"id": 88, "name": "Securities & Exchange Commission (SEC)"}, {"id": 1, "name": "SENATE"}, {"id": 41, "name": "Treasury, Dept of"}]}, {"general_issue_code": "FIN", "general_issue_code_display": "Financial Institutions/Investments/Securities", "description": "Issues related to the implementation of the Dodd-Frank Wall Street Reform Act of 2010. Issues related to the regulation of securities products and those who sell them. Issues related to the regulation of certain employee benefit plan sponsors/participants and IRA holders under ERISA: H.R. 1090, S. 1317 and H.R. 2317. Issues related to investment advice provided by municipal advisors. Issues related to consumer compensation in instances of investment fraud. Issues related to the disclosure of potential examples of financial exploitation of senior citizens including: S. 2216 and H.R. 4538.", "foreign_entity_issues": "", "lobbyists": [{"lobbyist": {"id": 55855, "prefix": "ms", "prefix_display": "MS.", "first_name": "DIANE", "nickname": null, "middle_name": "R", "last_name": "BOYLE", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 57372, "prefix": null, "prefix_display": null, "first_name": "JUDI", "nickname": null, "middle_name": null, "last_name": "CARSRUD", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 60351, "prefix": null, "prefix_display": null, "first_name": "STEVE", "nickname": null, "middle_name": null, "last_name": "KLINE", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 42822, "prefix": null, "prefix_display": null, "first_name": "GARY", "nickname": null, "middle_name": null, "last_name": "SANDERS", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 62334, "prefix": null, "prefix_display": null, "first_name": "BEN", "nickname": null, "middle_name": "TYLER", "last_name": "PARISH", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 61815, "prefix": null, "prefix_display": null, "first_name": "MATTHEW", "nickname": null, "middle_name": null, "last_name": "LAPTEW", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 62970, "prefix": null, "prefix_display": null, "first_name": "MARGARET", "nickname": null, "middle_name": null, "last_name": "BUNEO", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 63640, "prefix": null, "prefix_display": null, "first_name": "MICHAEL", "nickname": null, "middle_name": "WILLIAM", "last_name": "HEDGE", "suffix": "jr", "suffix_display": "JR"}, "covered_position": null, "new": false}], "government_entities": [{"id": 136, "name": "Centers For Medicare and Medicaid Services (CMS)"}, {"id": 34, "name": "Health & Human Services, Dept of (HHS)"}, {"id": 2, "name": "HOUSE OF REPRESENTATIVES"}, {"id": 188, "name": "Internal Revenue Service (IRS)"}, {"id": 38, "name": "Labor, Dept of (DOL)"}, {"id": 88, "name": "Securities & Exchange Commission (SEC)"}, {"id": 1, "name": "SENATE"}, {"id": 41, "name": "Treasury, Dept of"}]}, {"general_issue_code": "RET", "general_issue_code_display": "Retirement", "description": "Issues related to IRA and pension reform. Issues related to investment advice made in connection with retirement products: H.R. 1090, S. 1317 and H.R. 2317. Issues related to individuals and businesses investing in retirement vehicles, plan funding limits, participation and disclosure rules, exemptions, employer and plan sponsor duties and safe harbors: H.R. 4293, S. 2502, H.R. 506, S. 245, H.R. 3050 and H.R. 4094.", "foreign_entity_issues": "", "lobbyists": [{"lobbyist": {"id": 55855, "prefix": "ms", "prefix_display": "MS.", "first_name": "DIANE", "nickname": null, "middle_name": "R", "last_name": "BOYLE", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 57372, "prefix": null, "prefix_display": null, "first_name": "JUDI", "nickname": null, "middle_name": null, "last_name": "CARSRUD", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 60351, "prefix": null, "prefix_display": null, "first_name": "STEVE", "nickname": null, "middle_name": null, "last_name": "KLINE", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 42822, "prefix": null, "prefix_display": null, "first_name": "GARY", "nickname": null, "middle_name": null, "last_name": "SANDERS", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 62334, "prefix": null, "prefix_display": null, "first_name": "BEN", "nickname": null, "middle_name": "TYLER", "last_name": "PARISH", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 61815, "prefix": null, "prefix_display": null, "first_name": "MATTHEW", "nickname": null, "middle_name": null, "last_name": "LAPTEW", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 62970, "prefix": null, "prefix_display": null, "first_name": "MARGARET", "nickname": null, "middle_name": null, "last_name": "BUNEO", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 63640, "prefix": null, "prefix_display": null, "first_name": "MICHAEL", "nickname": null, "middle_name": "WILLIAM", "last_name": "HEDGE", "suffix": "jr", "suffix_display": "JR"}, "covered_position": null, "new": false}], "government_entities": [{"id": 136, "name": "Centers For Medicare and Medicaid Services (CMS)"}, {"id": 34, "name": "Health & Human Services, Dept of (HHS)"}, {"id": 2, "name": "HOUSE OF REPRESENTATIVES"}, {"id": 188, "name": "Internal Revenue Service (IRS)"}, {"id": 38, "name": "Labor, Dept of (DOL)"}, {"id": 88, "name": "Securities & Exchange Commission (SEC)"}, {"id": 1, "name": "SENATE"}, {"id": 41, "name": "Treasury, Dept of"}]}, {"general_issue_code": "INS", "general_issue_code_display": "Insurance", "description": "Issues relating to insurance regulatory reform and agent compensation. Issues related to the implementation of of the Patient Protection and Affordable Care Act: H.R. 1624, S. 1099, H.R. 30, H.R. 588, and S. 30. Issues related to terrorism risk insurance: H.R. 26. Issues related to flood risk insurance. Issues related to the regulation of insurance competition, products with guarantees, individual and employer owned policies, and fiduciary-client relationships.", "foreign_entity_issues": "", "lobbyists": [{"lobbyist": {"id": 55855, "prefix": "ms", "prefix_display": "MS.", "first_name": "DIANE", "nickname": null, "middle_name": "R", "last_name": "BOYLE", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 57372, "prefix": null, "prefix_display": null, "first_name": "JUDI", "nickname": null, "middle_name": null, "last_name": "CARSRUD", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 60351, "prefix": null, "prefix_display": null, "first_name": "STEVE", "nickname": null, "middle_name": null, "last_name": "KLINE", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 42822, "prefix": null, "prefix_display": null, "first_name": "GARY", "nickname": null, "middle_name": null, "last_name": "SANDERS", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 62334, "prefix": null, "prefix_display": null, "first_name": "BEN", "nickname": null, "middle_name": "TYLER", "last_name": "PARISH", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 61815, "prefix": null, "prefix_display": null, "first_name": "MATTHEW", "nickname": null, "middle_name": null, "last_name": "LAPTEW", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 62970, "prefix": null, "prefix_display": null, "first_name": "MARGARET", "nickname": null, "middle_name": null, "last_name": "BUNEO", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 63640, "prefix": null, "prefix_display": null, "first_name": "MICHAEL", "nickname": null, "middle_name": "WILLIAM", "last_name": "HEDGE", "suffix": "jr", "suffix_display": "JR"}, "covered_position": null, "new": false}], "government_entities": [{"id": 136, "name": "Centers For Medicare and Medicaid Services (CMS)"}, {"id": 34, "name": "Health & Human Services, Dept of (HHS)"}, {"id": 2, "name": "HOUSE OF REPRESENTATIVES"}, {"id": 188, "name": "Internal Revenue Service (IRS)"}, {"id": 38, "name": "Labor, Dept of (DOL)"}, {"id": 88, "name": "Securities & Exchange Commission (SEC)"}, {"id": 1, "name": "SENATE"}, {"id": 41, "name": "Treasury, Dept of"}]}, {"general_issue_code": "GOV", "general_issue_code_display": "Government Issues", "description": "Issues relating to the process and protocol of the federal regulatory system.", "foreign_entity_issues": "", "lobbyists": [{"lobbyist": {"id": 55855, "prefix": "ms", "prefix_display": "MS.", "first_name": "DIANE", "nickname": null, "middle_name": "R", "last_name": "BOYLE", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 42822, "prefix": null, "prefix_display": null, "first_name": "GARY", "nickname": null, "middle_name": null, "last_name": "SANDERS", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 57372, "prefix": null, "prefix_display": null, "first_name": "JUDI", "nickname": null, "middle_name": null, "last_name": "CARSRUD", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 61815, "prefix": null, "prefix_display": null, "first_name": "MATTHEW", "nickname": null, "middle_name": null, "last_name": "LAPTEW", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 60351, "prefix": null, "prefix_display": null, "first_name": "STEVE", "nickname": null, "middle_name": null, "last_name": "KLINE", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 62334, "prefix": null, "prefix_display": null, "first_name": "BEN", "nickname": null, "middle_name": "TYLER", "last_name": "PARISH", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 62970, "prefix": null, "prefix_display": null, "first_name": "MARGARET", "nickname": null, "middle_name": null, "last_name": "BUNEO", "suffix": null, "suffix_display": null}, "covered_position": null, "new": false}, {"lobbyist": {"id": 63640, "prefix": null, "prefix_display": null, "first_name": "MICHAEL", "nickname": null, "middle_name": "WILLIAM", "last_name": "HEDGE", "suffix": "jr", "suffix_display": "JR"}, "covered_position": null, "new": false}], "government_entities": [{"id": 136, "name": "Centers For Medicare and Medicaid Services (CMS)"}, {"id": 34, "name": "Health & Human Services, Dept of (HHS)"}, {"id": 2, "name": "HOUSE OF REPRESENTATIVES"}, {"id": 188, "name": "Internal Revenue Service (IRS)"}, {"id": 38, "name": "Labor, Dept of (DOL)"}, {"id": 88, "name": "Securities & Exchange Commission (SEC)"}, {"id": 1, "name": "SENATE"}, {"id": 41, "name": "Treasury, Dept of"}]}], "conviction_disclosures": [], "foreign_entities": [], "affiliated_organizations": []} VA US 30246 VA VA US US   0 0 993159   normalized_name_state 0.9

Links from other tables

  • 6 rows from filing_uuid in lobbying_activities
  • 8 rows from filing_uuid in lobbying_lobbyists
  • 0 rows from filing_uuid in lobbying_affiliated_orgs
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