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Disclosure reporting details
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Client disclosure reporting period:   01/01/2016 - 06/30/2016
Authorizing Officer name Matthew Michael Swentkofske
Title Director of Government Affairs
Business name PLS Financial Services
Address 1 South Wacker Drive   36th Floor
City, state, zip code Chicago, Il 60606         
Country US
Business interest Banking: Lending, Investment
 
Compensation/Salaries Paid
Lobbyist or Entity nameSalaries
Preti Strategies $40,000.00
Total salaries paid $40,000.00
 
Operating Expenses
DateRecipientType of expenseAmount
1/1/2016-6/30/2016 Advertising expenses $0.00
1/1/2016-6/30/2016 Photocopies, scans $0.00
1/1/2016-6/30/2016 Computer equipment, supplies $0.00
1/1/2016-6/30/2016 Boston Chamber of Commerce Professional dues $5,000.00
1/1/2016-6/30/2016 Fax charges $0.00
1/1/2016-6/30/2016 Internet fees $0.00
1/1/2016-6/30/2016 Legal fees $0.00
1/1/2016-6/30/2016 Postage, shipping, delivery $0.00
1/1/2016-6/30/2016 Office supplies, equipment $0.00
1/1/2016-6/30/2016 Printing expenses $0.00
1/1/2016-6/30/2016 Public relations expenses $0.00
1/1/2016-6/30/2016 Rent $0.00
1/1/2016-6/30/2016 Office and support staff salaries $0.00
1/1/2016-6/30/2016 Professional subscriptions $0.00
1/1/2016-6/30/2016 Taxes $0.00
1/1/2016-6/30/2016 Telephone, cell phone, handheld $0.00
1/1/2016-6/30/2016 Utilities (heat, water, electricity) $0.00
1/1/2016-6/30/2016 Other operating expenses $0.00
  Total operating expenses $5,000.00
 
 
Meals, Travel, and Entertainment Expenses
DateLobbyist nameEvent typeEvent locationNames and addresses of all event participantsAmount
02/10/2016  Travel American Air Filght Chicago to Boston Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $205.20
02/10/2016  Travel Boston Taxi to Hotel Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $27.96
02/11/2016  Travel Boston Taxi to Airport Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $18.90
03/16/2016  Travel American Airlines Flight Chicago to Boston Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $305.20
03/16/2016  Travel Boston Taxi to Hotel Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $24.05
03/17/2016  Travel Boston Taxi to Airport Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $20.80
03/29/2016  Travel American Airlines Flight to Boston Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $201.90
03/29/2016  Travel Boston Taxi to Hotel Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $29.70
03/29/2016  Travel Boston Taxi to Event Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $11.00
03/30/2016  Travel Boston Taxi to Airport Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $20.35
05/03/2016  Travel Boston Taxi to Hotel Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $23.30
05/04/2016  Travel Boston Taxi to Airport Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $21.00
05/05/2016  Travel American Airlines Flight Chicago to/from Boston Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $266.20
06/20/2016  Travel American Airlines Flight Chicago to/from Boston Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $339.20
06/20/2016  Travel Boston Taxi to Hotel Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $22.38
06/20/2016  Travel Boston Taxi to Airport Matt Swentkofske PLS Financial Services 1 South Wacker Drive Chicago, IL 60606 $1.00
    Total amount $1,538.14
 
Additional Expenses
Date fromDate toLobbyist nameRecipient nameExpenseAmount
02/10/2016 02/10/2016   Hilton Downtown Boston 89 Broad St, Boston, MA 02110 Lodging for Matt Swentkofske $262.09
03/16/2016 03/16/2016   Hilton Boston Logan Airport 1 Hotel Dr, Boston, MA 02128 Lodging for Matt Swentkofske $262.09
03/29/2016 03/29/2016   Hilton Boston Logan Airport 1 Hotel Dr, Boston, MA 02128 Lodging for Matt Swentkofske $331.37
05/03/2016 05/03/2016   Hilton Boston Logan Airport 1 Hotel Dr, Boston, MA 02128 Lodging for Matt Swentkofske $432.20
05/12/2016 05/12/2016   Project Hope 45 Magnolia St, Boston, MA 02125 Charitable Donation $5,000.00
05/12/2016 05/12/2016   Bird Street Community Center 500 Columbia Road Dorchester, MA 02125 Charitable Donation $5,000.00
06/20/2016 06/20/2016   Hilton Boston Logan Airport 1 Hotel Dr, Boston, MA 02128 Lodging for Matt Swentkofske $467.55
    Total amount $11,755.30
 
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William Francis Galvin Secretary of the Commonwealth of Massachusetts
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Boston, MA   02108

1-800-392-6090
cis@sec.state.ma.us

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