JB

JOSEPH BARRY

STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES · Boston, MA · registered since 2024
Registered · LDAActive

At a glance

Registered since
2024
Senate LDA system
Clients
1
last 3 years
Filings
4
13 agencies contacted
Activity
filings by quarter
Works on

Background

Career

Specific issues

Corporate and international tax changes. Retirement savings incentives. Tax treatment of certain precious metal-backed ETFs.
Taxation/Internal Revenue Code · 2024 Q4
Financial services regulatory issues, including regulatory treatment of G-SIBs and custodial banks, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, and issues related to passive index investing. Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues. Digital assets and digital asset custody. Securities and Exchange Commission (SEC) liquidity and safeguarding rules. SEC Staff Accounting Bulletin 121. Advancement of diversity and inclusion initiatives.
Financial Institutions/Investments/Securities · 2024 Q4
Issues related to systemic risk and resolution of large banks. Anti-money laundering issues. Bank capital and liquidity regulations.
Banking · 2024 Q4
Retirement savings incentives, including: Automatic Retirement Plan Act; Retirement Fairness for Charities and Educational Institutions Act of 2023; Default annuitization.
Retirement · 2024 Q4
Trade/market access issues.
Trade (domestic/foreign) · 2024 Q4
Implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act and other regulatory reform issues, including regulatory treatment of G-SIBs and custodial banks, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, and issues related to passive index investing. Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues. Digital assets and digital asset custody. Securities and Exchange Commission (SEC) liquidity and safeguarding rules. SEC Staff Accounting Bulletin 121. Advancement of diversity and inclusion initiatives.
Financial Institutions/Investments/Securities · 2024 Q3

Clients

$██,███ / qtrUnlock

Filing history

2024 Q4
STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Q4lda.gov →
2024 Q3
STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Q3lda.gov →
2024 Q2
STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Q2lda.gov →
2024 Q1
STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES
Q1lda.gov →
Showing recent filings · full history on lda.gov