NAICS 523999: expiring federal contracts in Miscellaneous Financial Investment Activities

9 prime contracts under NAICS 523999 reach the end of their current period of performance within 365 days — the window in which a recompete is prepared, not announced. 0 of them end within 30 days.

Data as of October 21, 2026, from USAspending.

Expiring: 9; within 365 days
In the next 30 days: 0; 0 within 90 days
Current holders: 9; across 7 agencies
Obligated to date: $3.9M; median $186.4K

What NAICS 523999 covers

This U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or commission basis.

Definition: 2022 NAICS, U.S. Census Bureau.

The 9 soonest to end

Ordered by end date. Every identifier links to the award on USAspending.

The 9 contracts under NAICS 523999 that end soonest
Current holder	Agency	State	Ends	Value	Renewal score
DIRKS MARTIN 1605C126F00006 — open this award on USAspending	Department of Labor Office of the Assistant Secretary for Administration and Management	CA	Mar 1, 2027	$147,585	15few signals 1 offer received
IT DATA CONSULTING LLC 86615725C00002 — open this award on USAspending	Department of Housing and Urban Development Department of Housing and Urban Development	VA	Apr 7, 2027	$1,911,781	50likely recompete One option has been exercised Limited competition (NOT AVAILABLE FOR COMPETITION), 1 offer received Set-aside applies (8(A) SOLE SOURCE)
ICE DATA PRICING & REFERENCE DATA, LLC 16PBGC24C0042 — open this award on USAspending	Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation	DC	Apr 14, 2027	$199,714	35some signals One option has been exercised Limited competition (NOT COMPETED UNDER SAP), 1 offer received
FORENSIC ECONOMICS, INC. 2023H222P00375 — open this award on USAspending	Department of the Treasury Internal Revenue Service	MO	Jun 23, 2027	$112,545	45some signals One option has been exercised Limited competition (NOT COMPETED UNDER SAP), 1 offer received No option periods left (current end date is the potential end date)
OTC MARKETS GROUP INC. 50310224P0030 — open this award on USAspending	Securities and Exchange Commission Securities and Exchange Commission	DC	Jun 30, 2027	$252,000	35some signals 2 options have been exercised Limited competition (NOT COMPETED UNDER SAP), 1 offer received
CHRISTIAN PODLESKA & VANMUSSCHENBROEK LTD 140G0126P0336 — open this award on USAspending	Department of the Interior U.S. Geological Survey	NY	Sep 17, 2027	$121,590	25some signals Limited competition (NOT COMPETED UNDER SAP), 1 offer received No option periods left (current end date is the potential end date)
KIRKLAND MESSINA, INC. 1605C125P00032 — open this award on USAspending	Department of Labor Office of the Assistant Secretary for Administration and Management	DC	Sep 21, 2027	$68,000	35some signals One option has been exercised Limited competition (NOT COMPETED), 1 offer received
MORNINGSTAR INC 1605C126P00020 — open this award on USAspending	Department of Labor Office of the Assistant Secretary for Administration and Management	IL	Sep 26, 2027	$186,350	25some signals Limited competition (NOT COMPETED), 1 offer received No option periods left (current end date is the potential end date)
INSTITUTIONAL INVESTOR NETWORK 83310126P1BDE — open this award on USAspending	Export-Import Bank of the United States Export-Import Bank of the United States	MD	Sep 29, 2027	$902,750	0few signals

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Who buys in this industry

Department of Labor3 expiring
Department of Housing and Urban Development1 expiring
Department of the Interior1 expiring
Department of the Treasury1 expiring
Export-Import Bank of the United States1 expiring

NAICS 523999 contracts: questions vendors ask

What is NAICS code 523999?

NAICS 523999 is Miscellaneous Financial Investment Activities. This U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or commission basis. 9 federal contracts under this code end within 12 months.

How many federal contracts under NAICS 523999 are expiring?

9 prime contracts in Miscellaneous Financial Investment Activities (NAICS 523999) reach the end of their current period of performance within 12 months: 0 within 30 days and 0 within 90. They are held by 9 different vendors and were bought by 7 agencies. The figures are counted from USAspending, the government’s own record of prime contract awards, and rebuilt nightly.

When does the next NAICS 523999 contract end?

The soonest ends on Mar 1, 2027. The table on this page lists the 9 soonest to end, in order, with the incumbent, the awarding agency, the end date and the amount obligated so far. An end date is the date in the award record, not a forecast.

Which agencies buy miscellaneous financial investment activities?

The agencies with the most expiring work here are Department of Labor (3 contracts), Department of Housing and Urban Development (1 contracts), Department of the Interior (1 contracts). In total 7 agencies have work under Miscellaneous Financial Investment Activities (NAICS 523999) ending within 12 months.

Does an expiring contract mean a recompete is coming?

Not on its own. A period of performance that ends is work somebody has to win again, but agencies also extend, consolidate, insource or cancel, and the award record does not say which in advance. Findingbase shows the dates and a renewal score built from five fixed rules, with the reasons each one fired; it does not predict the outcome and does not publish solicitations. The solicitation, when there is one, appears on SAM.gov.

How this page is built

Every contract here comes from USAspending, the federal government’s own record of prime contract awards. A contract appears when its current period of performance ends within 365 days. The table lists the 9 soonest to end — not the largest, and not the highest scoring — so it is a sample of what is really coming rather than a showcase. Award identifiers link back to the source. This page was last rebuilt for Oct 21, 2026.

9 of the 9 contracts in the table above carry a renewal score, and 9 of the 9 in the whole list do. A contract with no score has not been through scoring yet: that is not a low score, it is no score. Scoring works through the soonest expiry dates first.

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