2025 · 1st Quarter (Jan 1 - Mar 31)

ESHARES, INC. D/B/A CARTA, INC.

Filed by ESHARES, INC. D/B/A CARTA, INC..

Open official filing

Source-reported fields

Filing overview

Type: 1st Quarter - Report
Posted: Apr 21, 2025
Income: Not reported
Expenses: $130,000.00
Registrant: ESHARES, INC. D/B/A CARTA, INC.
Client: ESHARES, INC. D/B/A CARTA, INC.
Filing UUID: ff2ddfcc-d029-4c12-9ee9-3c16cb5ce58b
Termination date: Not reported

Expense method: A

Literal source text

Lobbying issues and bill citations

FIN · Financial Institutions/Investments/Securities

Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally

TAX · Taxation/Internal Revenue Code

Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695--Small Business Investment Act of 2025), research and development (H.R. 1990--American Innovation and R&D Competitiveness Act of 2025), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts

Literal federal measure citations: H.R. 1199, S. 695, H.R. 1990

SMB · Small Business

Policy to maintain and expand the small business investment company program, including H.R. 2066, Investing in All of America.

Literal federal measure citations: H.R. 2066

Relationship and amount limits

Bill links use only the filing year’s mathematically derived Congress plus the literal measure type and number in the issue description. Unmatched citations remain plain text. Politically.com does not join on names, infer advocacy positions, combine amendments, or calculate totals across filings.