James Banks — 2025 financial disclosure
| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| Grace Schools IRA | -- |
| Grace Schools IRA - Money Market | $1,001 - $15,000 · None · None (or less than $201) |
| ReliaStar Life Insurance | $100,001 - $250,000 · None · None (or less than $201) |
| Roblox Corporation Class A (RBLX) | None (or less than $1,001) · None · None (or less than $201) |
| Schwab IRA | -- |
| PTON - Peloton Interactive, Inc. - Common Stock | $1,001 - $15,000 · None · None (or less than $201) |
| Patient Access Solutions Inc. (PASO) | None (or less than $1,001) · None · None (or less than $201) |
| Roth IRA | -- |
| MOAT - VanEck Morningstar Wide Moat ETF | $1,001 - $15,000 · None · None (or less than $201) |
| IRA | -- |
| MOAT - VanEck Morningstar Wide Moat ETF | $15,001 - $50,000 · None · None (or less than $201) |
| INPRS Legislators' Defined Contribution Fund | -- |
| 2045 Retirement Fund | $100,001 - $250,000 · None · None (or less than $201) |
| INPRS Legislators' Defined Contribution Fund | -- |
| 2045 Retirement Fund | $15,001 - $50,000 · None · None (or less than $201) |
| Rental property | $1,000,001 - $5,000,000 · Rent/Royalties · $50,001 - $100,000 |
| YUM - Yum! Brands, Inc. | None (or less than $1,001) · Capital Gains · None (or less than $201) |
| College Choice 529 | -- |
| 2033 Enrollment Portfolio | $1,001 - $15,000 · None · None (or less than $201) |
| College Choice 529 | -- |
| 2030 Enrollment Portfolio | $1,001 - $15,000 · None · None (or less than $201) |
| College Choice 529 | -- |
| 2030 Enrollment Portfolio | $1,001 - $15,000 · None · None (or less than $201) |
| MetLife life insurance | $250,001 - $500,000 · None · None (or less than $201) |
| SBUX - Starbucks Corporation - Common Stock | $1,001 - $15,000 · Dividends · None (or less than $201) |
The complete record
| party | Republican |
| state | IN |
| office | Banks, James E. (Senator) |
| source | SENATE_EFD_AFD |
| chamber | senate |
| filing id | senate-annual-b12439ea-8513-4059-9ef3-a37326e7297c |
| report url | https://efdsearch.senate.gov/search/view/annual/b12439ea-8513-4059-9ef3-a37326e7297c/ |
| scraped at | 2026-08-31T10:30:06.574Z |
| asset count | 25 |
| bioguide id | B001299 |
| filing date | 2026-08-04 |
| filing year | 2025 |
| member last | Banks |
| member name | James Banks |
| report type | Annual |
| member first | James |
| content parsed | true |
| report subtype | annual |
| state district | — |
| liability count | 2 |
assets (25)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| Spouse | — | — | Grace Schools IRA | Retirement Plans | 1 | — | — | -- | — | IRA |
| Spouse | — | — | Grace Schools IRA - Money Market | Deferred Compensation | 1.1 | Company: Grace Schools (Winona Lake, IN) Description: Cash Filer comment: IRA held in cash | None | $1,001 - $15,000 | None (or less than $201) | Deferred Compensation - Cash |
| Spouse | — | — | ReliaStar Life Insurance | Life Insurance | 2 | Provider: ReliaStar Life Insurance Company | None | $100,001 - $250,000 | None (or less than $201) | Universal |
| Joint | — | — | Roblox Corporation Class A (RBLX) | Corporate Securities | 3 | — | None | None (or less than $1,001) | None (or less than $201) | Stock |
| Self | — | — | Schwab IRA | Retirement Plans | 4 | — | — | -- | — | IRA |
| Self | — | — | PTON - Peloton Interactive, Inc. - Common Stock | Corporate Securities | 4.1 | Filer comment: Tax-deferred | None | $1,001 - $15,000 | None (or less than $201) | Stock |
| Self | — | — | Patient Access Solutions Inc. (PASO) | Corporate Securities | 4.2 | Filer comment: Tax-deferred | None | None (or less than $1,001) | None (or less than $201) | Stock |
| Spouse | — | — | Roth IRA | Retirement Plans | 5 | — | — | -- | — | IRA |
| Spouse | — | — | MOAT - VanEck Morningstar Wide Moat ETF | Mutual Funds | 5.1 | Filer comment: Tax-deferred | None | $1,001 - $15,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Spouse | — | — | IRA | Retirement Plans | 6 | — | — | -- | — | IRA |
| Spouse | — | — | MOAT - VanEck Morningstar Wide Moat ETF | Mutual Funds | 6.1 | Filer comment: Tax-Deferred | None | $15,001 - $50,000 | None (or less than $201) | Exchange Traded Fund/Note |
| Self | — | — | INPRS Legislators' Defined Contribution Fund | Retirement Plans | 7 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Self | — | — | 2045 Retirement Fund | Mutual Funds | 7.1 | Filer comment: Tax-deferred, 2045 Retirement Fund | None | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | INPRS Legislators' Defined Contribution Fund | Retirement Plans | 8 | — | — | -- | — | 401(k), 403(b), or other Defined Contribution Plan. |
| Spouse | — | — | 2045 Retirement Fund | Mutual Funds | 8.1 | Filer comment: Tax-deferred, 2045 Retirement Fund | None | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | Rental property | Real Estate | 9 | Rental property in Falls Church (Falls Church, VA) | Rent/Royalties | $1,000,001 - $5,000,000 | $50,001 - $100,000 | Residential |
| Joint | — | — | YUM - Yum! Brands, Inc. | Corporate Securities | 10 | — | Capital Gains | None (or less than $1,001) | None (or less than $201) | Stock |
| Joint | — | — | College Choice 529 | Education Savings Plans | 11 | Institution: INDIANA 529; Filer comment: Tax-deferred, 529 plan for child 3 | — | -- | — | 529 College Savings Plan |
| Joint | — | — | 2033 Enrollment Portfolio | Mutual Funds | 11.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | College Choice 529 | Education Savings Plans | 12 | Institution: INDIANA 529; Filer comment: Tax-deferred, 529 plan for child 2 | — | -- | — | 529 College Savings Plan |
| Joint | — | — | 2030 Enrollment Portfolio | Mutual Funds | 12.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Joint | — | — | College Choice 529 | Education Savings Plans | 13 | Institution: INDIANA 529; Filer comment: Tax-deferred, 529 plan for child 1 | — | -- | — | 529 College Savings Plan |
| Joint | — | — | 2030 Enrollment Portfolio | Mutual Funds | 13.1 | — | None | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | MetLife life insurance | Life Insurance | 14 | Provider: MetLife | None | $250,001 - $500,000 | None (or less than $201) | Universal |
| Joint | — | — | SBUX - Starbucks Corporation - Common Stock | Corporate Securities | 15 | — | Dividends | $1,001 - $15,000 | None (or less than $201) | Stock |
liabilities (2)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| Joint | n/a | Carrington Mortgage | 2020 | Alexandria, VA | 2.875% (30 years) | 1 | $500,001 - $1,000,000 | Mortgage |
| Joint | n/a | Newrez | 2024 | Fort Washington, PA | 6.293% (30 years) | 2 | $250,001 - $500,000 | Mortgage |