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1st Quarter - Report · 2026

Filing UUID
f55ef5ce-a6ab-4e98-baa5-093f476fb471
Type
Q1 — 1st Quarter - Report
Period
first_quarter
Year
2026
Posted
2026-05-12 12:47:10
Income (reported)
—
Expenses (reported)
—
Expenses method
A
Filing document
Open on lda.senate.gov
Registrant (lobbying firm)

CFA INSTITUTE

Contact
CHRIS FIDLER
Phone
+1 434-242-7606
Address
zip:23113, city:Charlottesville, state:VA, street:915 E. High St.
Client

CFA INSTITUTE

Membership association, credentialing organization

State
VA
Country
US
Effective date
2025-04-29
Issues lobbied + lobbyists (1)

FIN — Financial Institutions/Investments/Securities

SEC Corporation Finance - Discussions regarding SEC pending rulemaking on quarterly vs. seminannual reporting and Regulation S-K. SEC Division of Economic Research and Analysis - Discussion regarding AI and data tagging.

Lobbyists:

Government entities lobbied: Securities & Exchange Commission (SEC)

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