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Filing ID: 2552587

PDF: https://cal-access.sos.ca.gov/PDFGen/pdfgen.prg?filingid=2552587&amendid=0

Table: cvr2_lobby_disclosure
amend_id   0
entity_cd   OWN
entity_id   1297380
enty_namf   Patrick
enty_naml   Shannon
enty_nams   None
enty_namt   None
enty_title   Owner
filing_id   2552587
form_type   F625
line_item   1
rec_type   CVR2
tran_id   1
Table: cvr_lobby_disclosure
filing_id   2552587
amend_id   0
rec_type   CVR
form_type   F625
sender_id   1303078
filer_id   1303078
entity_cd   FRM
filer_naml   GOVERNMENT RELATIONS COUNSEL
filer_namf   None
filer_namt   None
filer_nams   None
report_num   000
rpt_date   2021-01-31 00:00:00
from_date   2020-10-01 00:00:00
thru_date   2020-12-31 00:00:00
cum_beg_dt   2019-01-01 00:00:00
firm_id   1303078
firm_name   None
firm_city   SACRAMENTO
firm_st   CA
firm_zip4   95814
firm_phon   9168823935
mail_city   None
mail_st   None
mail_zip4   None
mail_phon   None
sig_date   2021-01-31 00:00:00
sig_loc   Sacramento, CA
sig_naml   Shannon
sig_namf   Patrick
sig_namt   None
sig_nams   None
prn_naml   Shannon
prn_namf   Patrick
prn_namt   None
prn_nams   None
sig_title   Owner
nopart1_cb   None
nopart2_cb   None
part1_1_cb   X
part1_2_cb   None
ctrib_n_cb   X
ctrib_y_cb   None
lby_actvty   None
lobby_n_cb   X
lobby_y_cb   None
major_naml   None
major_namf   None
major_namt   None
major_nams   None
rcpcmte_nm   None
rcpcmte_id   None
Table: filer_filings
filer_id   1303078
filing_id   2552587
period_id   244
form_id   F625
filing_sequence   0
filing_date   2021-01-31 00:00:00
stmnt_type   10001
stmnt_status   11001
session_id   2019
user_id   MKIRKHAM
special_audit   11003
fine_audit   11001
rpt_start   2020-10-01 00:00:00
rpt_end   2020-12-31 00:00:00
rpt_date   None
filing_type   22006
Table: filings
filing_id   2552587
filing_type   22001
Table: hdr
filing_id   2552587
amend_id   0
rec_type   HDR
ef_type   CAL
state_cd   CA
cal_ver   2.01
soft_name   CAL-ACCESS OBJECT MODEL
soft_ver   1.00
hdrcomment   None
Table: lpay
filing_id   2552587   2552587   2552587   2552587   2552587   2552587   2552587   2552587   2552587   2552587   2552587
amend_id   0   0   0   0   0   0   0   0   0   0   0
line_item   1   2   3   4   5   6   7   8   9   10   11
rec_type   LPAY   LPAY   LPAY   LPAY   LPAY   LPAY   LPAY   LPAY   LPAY   LPAY   LPAY
form_type   F625P2   F625P2   F625P2   F625P2   F625P2   F625P2   F625P2   F625P2   F625P2   F625P2   F625P2
tran_id   2   3   4   5   6   7   8   9   10   11   12
entity_cd   None   None   None   None   None   None   None   None   None   None   None
emplr_naml   Advantage Capital   American Century Services, LLC   Bank of America Corporation   BlackRock, Inc.   Enhanced Capital   Caring.com   Franklin Resources, Inc. and Its Affiliate, Franklin Templeton Institutional, Inc.   Mon Ami, Inc.   Stewart Title   T Rowe Price Group, Inc.   Stonehenge Capital
emplr_namf   None   None   None   None   None   None   None   None   None   None   None
emplr_namt   None   None   None   None   None   None   None   None   None   None   None
emplr_nams   None   None   None   None   None   None   None   None   None   None   None
emplr_city   St. Louis   Kansas City   Wilmington   New York   New Orleans   Charlotte   San Mateo   Palo Alto   Houston   Baltimore   Baton Rouge
emplr_st   MO   MO   DE   NY   LA   NC   CA   CA   TX   MD   LA
emplr_zip4   63105   64111   19884   10022   70170   28232   94403   94304   77056   21202   70801
emplr_phon   3147250800   8163404094   3024320956   2128105300   5045697900   6503127500   6503122000   6502672474   8007291902   4103452000   2254083000
lby_actvty   Tax credit proposal discussions with Office of the Treasurer and Legislature and Governor's Office   No activity; terminated in Q3 2020   FTB regulations regarding sourcing of intangibles and alternative apportionment procedures.   FTB regulations regarding sourcing of intangibles and alternative apportionment procedures; FTB stakeholder meetings on legislative proposals and tax conformity   Tax credit proposal discussions with Office of the Treasurer and Legislature and Governor's Office   Senior referral agency legislative proposal discussions with Legislature   FTB regulations regarding sourcing of intangibles and alternative apportionment procedures; FTB stakeholder meetings on legislative proposals and tax conformity   No activity; terminated in Q3 2020   No activity   No activity - terminated in Q3 2020   Tax credit proposal discussions with Office of the Treasurer and Legislature and Governor's Office
fees_amt   18000   0   24000   50000   16000   20000   40000   0   0   0   16000
reimb_amt   193   0   79   76   193   76   76   0   0   0   193
advan_amt   0   0   0   0   0   0   0   0   0   0   0
advan_dscr   None   None   None   None   None   None   None   None   None   None   None
per_total   18193   0   24079   50076   16193   20076   40076   0   0   0   16193
cum_total   171022   75000   220860   296242   61120   131835   276524   10239   0   75000   61120
memo_code   None   None   None   None   None   None   None   None   None   None   None
memo_refno   None   None   None   None   None   None   8   None   None   None   None
bakref_tid   None   None   None   None   None   None   None   None   None   None   None
emplr_id   None   None   None   None   None   None   None   None   None   None   None
Table: smry
filing_id   2552587   2552587   2552587   2552587   2552587   2552587   2552587   2552587   2552587
amend_id   0   0   0   0   0   0   0   0   0
line_item   A   B   C   D   0   1   2   3   0
rec_type   SMRY   SMRY   SMRY   SMRY   SMRY   SMRY   SMRY   SMRY   SMRY
form_type   F625   F625   F625   F625   F625P2   F625P3A   F625P3A   F625P3A   F625P3B
amount_a   184885   0   0   0   184885   0   0   0   0
amount_b   None   None   None   None   None   None   None   None   None
amount_c   None   None   None   None   None   None   None   None   None
elec_dt   None   None   None   None   None   None   None   None   None