Marshall & Ilsley Corporation

Registered Principal Details

Business Or Interest:
Banking and Data Services.

Lobbying Interests:
Banking and related financial matters.

CEO Name:
James Wigdale
Senior Vice President

Contact
RE
Randy Erickson
770 N Water St
Milwaukee, WI 53202
(414) 765-7809
(414) 765-7899
randy.erickson@micorp.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 58
Assembly Bill 58
Relating to: the Uniform Prudent Management of Institutional Funds Act, as approved by the National Conference of Commissioners on Uniform State Laws.

Bill Text and History

For
Notification Date
5/6/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 290
Assembly Bill 290
Relating to: licensing tax preparers, prohibiting making or arranging certain refund anticipation loans, providing an exemption from emergency rule procedures, granting rule-making authority, making an appropriation, and providing penalties.

Bill Text and History

Against
Notification Date
6/3/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 608
Assembly Bill 608
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts.

Bill Text and History

For
Notification Date
1/15/2010
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 639
Assembly Bill 639
Relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.

Bill Text and History

For
Notification Date
2/2/2010
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 648
Assembly Bill 648
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts and adopting provisions of the Heroes Earnings Assistance and Relief Tax Act of 2008 for state income and franchise tax purposes.

Bill Text and History

For
Notification Date
1/13/2010
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 704
Assembly Bill 704
Relating to: uniform power of attorney for finances and property.

Bill Text and History

2009 Wisconsin Act 319

For
Notification Date
2/8/2010
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 2
Senate Bill 2
Relating to: the filing of a wage claim or the bringing of a wage claim action by a collective bargaining representative on behalf of an employee and the priority of a wage claim lien over a prior lien of a commercial lending institution and over the right...

Bill Text and History

Against
Notification Date
1/28/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 31
Senate Bill 31
Relating to: the Uniform Prudent Management of Institutional Funds Act, as approved by the National Conference of Commissioners on Uniform State Laws.

Bill Text and History

2009 Wisconsin Act 33

For
Notification Date
5/6/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 190
Senate Bill 190
Relating to: renewals and extensions of business contracts.

Bill Text and History

2009 Wisconsin Act 192

Against
Notification Date
10/13/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 420
Senate Bill 420
Relating to: adopting Internal Revenue Code provisions related to contributions to individual retirement accounts and retirement plans.

Bill Text and History

For
Notification Date
1/15/2010
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 429
Senate Bill 429
Relating to: establishing a presumption for employment-connected communicable diseases for fire fighters, emergency medical service providers, law enforcement officers, and certain correctional employees.

Bill Text and History

2009 Wisconsin Act 284

For
Notification Date
2/2/2010
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 516
Senate Bill 516
Relating to: the Interstate Insurance Receivership Compact, investment guidelines for charitable gift annuity segregated accounts, Health Insurance Risk-Sharing Plan assessment participation, reciprocity for long-term care insurance policies, voting by fra...

Bill Text and History

Other
Notification Date
2/11/2010
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 529
Senate Bill 529
Relating to: uniform power of attorney for finances and property.

Bill Text and History

For
Notification Date
2/11/2010
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Budget Bill Subjects

Revenue: Tax Administration
Biennial budget bill treatment of matter relating to
Revenue: Tax Administration

Notification Date
3/22/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Combined Reporting

Topics Not Yet Assigned A Bill Or Rule Number

Terms and conditions applicable to automatic renewal of business contracts.
Development, drafting or introduction of a proposal relating to
Terms and conditions applicable to automatic renewal of business contracts.

Action Intended To Affect
Legislative Matter

Notification Date
3/22/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Combined reporting.
Development, drafting or introduction of a proposal relating to
Combined reporting.

Action Intended To Affect
Legislative Matter

Notification Date
1/23/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Regulation of gift cards.
Development, drafting or introduction of a proposal relating to
Regulation of gift cards.

Action Intended To Affect
Legislative Matter

Notification Date
1/7/2009
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Total Lobbying Effort

  2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
Total Lobbying Expenditures 2009
January - June
$23,310.26
2009
July - December
$15,678.40
2010
January - June
$13,572.00
2010
July - December
$3,708.00
Total $56,268.66
Total Hours Communicating 2009
January - June
10.55
2009
July - December
7.30
2010
January - June
5.95
2010
July - December
0.50
Total 24.30
Total Hours Other 2009
January - June
55.10
2009
July - December
36.25
2010
January - June
31.75
2010
July - December
9.80
Total 132.90

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: the filing of a wage claim or the bringing of a wage claim action by a collective bargaining representative on behalf of an employee and the priority of a wage claim lien over a prior lien of a commercial lending institution and over the rights of a purchaser of any property of the employer.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
10%
2009
July - December
10%
2010
January - June
10%
2010
July - December
Total 10%
Relating to: the Uniform Prudent Management of Institutional Funds Act, as approved by the National Conference of Commissioners on Uniform State Laws.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
10%
2009
July - December
10%
2010
January - June
2010
July - December
Total 7%
Relating to: the Uniform Prudent Management of Institutional Funds Act, as approved by the National Conference of Commissioners on Uniform State Laws.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
15%
2009
July - December
10%
2010
January - June
2010
July - December
Total 9%
Relating to: licensing tax preparers, prohibiting making or arranging certain refund anticipation loans, providing an exemption from emergency rule procedures, granting rule-making authority, making an appropriation, and providing penalties.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
35%
2009
July - December
10%
2010
January - June
10%
2010
July - December
Total 20%
Relating to: renewals and extensions of business contracts.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
10%
2010
January - June
10%
2010
July - December
Total 5%
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
10%
2010
January - June
10%
2010
July - December
Total 5%
Relating to: adopting Internal Revenue Code provisions related to contributions to individual retirement accounts and retirement plans.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
10%
2010
January - June
10%
2010
July - December
Total 5%
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts and adopting provisions of the Heroes Earnings Assistance and Relief Tax Act of 2008 for state income and franchise tax purposes.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
10%
2010
January - June
10%
2010
July - December
Total 5%
Relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
10%
2010
July - December
Total 3%
Relating to: uniform power of attorney for finances and property.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
10%
2010
July - December
Total 3%

Budget Bill Subjects

2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
20%
2009
July - December
2010
January - June
2010
July - December
10%
Total 9%

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

No topics found.

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
5%
2009
July - December
10%
2010
January - June
10%
2010
July - December
45%
Total 10%

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
5%
2009
July - December
10%
2010
January - June
10%
2010
July - December
45%
Total 10%

Filed Statements of Lobbying Activity and Expenditures