Fidelity Investments
Related Organizations
Data about an organization is collected from a variety of government sources and there is no standardized name or common identifier across data sources. Digital Democracy experts make judgments about which entries are related, such as an organization that has various spellings or a corporation and its affiliates. Those relationships are used to determine financial contributions and advocacy on legislation. Below are the entities that Digital Democracy has linked to the organization above:
- Fidelity Investment Corporation
- Past Affiliations
- Lobbying Representations
- Bill Alignment
- Financials
- Testimony
Past Affiliations
Year:
- 2023
Known Affiliations
Lobbying Representations
This list shows when this lobbyist testified in a hearing, who they were representing and which bill was involved. The data covers 2015-18 and 2023-present.
|
Date
|
Lobbyist
|
Bill
|
Hearing
|
Testimony
|
|---|---|---|---|---|
| May 14, 2025 | Rosanna Carvacho Elliott | SB 657 | Revenue and Taxation | Testimony Link |
Bill Alignment
Bill Alignments represents this person's position on legislation and, where it applies, the organization they were representing. These positions are captured from in-person testimony and written positions that have been submitted to committees. The data covers 2015-18 and 2023-present.
Year:
- 2025-2026
- 2023-2024
|
Bill
|
Representing
|
Last Recorded Position
|
|
|---|---|---|---|
| SB 657: Personal Income Tax Law: deferred compensation: exclusions: long-term qualified tuition program. | Self | Support |
|
Bill
|
Representing
|
Last Recorded Position
|
|
|---|---|---|---|
| AB 2524: Personal Income Tax Law: deferred compensation: exclusions: long-term qualified tuition program. | Self | Support | |
| SB 27: University of California: vendors. | Self | Against | |
| Mar 28, 2023Senate Standing Committee on Judiciary | NA | ||
| AB 1355: Employment: benefits: electronic notice and documents. | Self | Support | |
| SB 696: Notaries public. | Self | Support | |
| AB 1381: Employment protections: call centers. | Self | Against | |
Financials
Below is a list of financial exchanges between this organization and receivers including campaign donations, gifts, independent expenditures or travel expenses.
Transaction Type:
- All transaction types
- Candidate Donations
Time Period:
- All
- 2012
- 2011
- 2009
- 2006
- 2003
- 2002
- 2001
Total org contributions to all receivers from All
$12,400
| Giver | Given By | Receiver | Transaction Type | Date | Amount | |
|---|---|---|---|---|---|---|
| Fidelity Investments | Fidelity Investments | Carol Liu | Candidate Donations | Dec 26, 2001 | $500 | |
| Fidelity Investments | Fidelity Investments | Lou Correa | Candidate Donations | Nov 5, 2002 | $1,000 | |
| Fidelity Investments | Fidelity Investments | Lou Correa | Candidate Donations | Nov 27, 2002 | $1,000 | |
| Fidelity Investments | Fidelity Investments | Lou Correa | Candidate Donations | Jun 30, 2003 | $400 | |
| Fidelity Investments | Fidelity Investments | Mimi Walters | Candidate Donations | Jul 12, 2006 | $1,000 | |
| Fidelity Investments | Fidelity Investments | Lois Wolk | Candidate Donations | Dec 28, 2009 | $1,500 | |
| Fidelity Investments | Fidelity Investments | Ted Gaines | Candidate Donations | Dec 29, 2009 | $1,000 | |
| Fidelity Investments | Fidelity Investments | Lois Wolk | Candidate Donations | Oct 24, 2011 | $1,500 | |
| Fidelity Investments | Fidelity Investments | Henry Perea | Candidate Donations | Oct 25, 2011 | $1,500 | |
| Fidelity Investments | Fidelity Investments | Connie Conway | Candidate Donations | Oct 26, 2011 | $2,000 | |
| Fidelity Investments | Fidelity Investments | Ted Gaines | Candidate Donations | Mar 13, 2012 | $1,000 | |
