James Banks
James Banks (IN-3) disclosed a net worth range between -$13K and $5.5M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-04 | -$13K – $5.5M |
| 2024 | 2025-08-10 | -$310K – $4.8M |
| 2023 | 2024-09-25 | -$811K – $88K |
| 2022 | 2024-09-25 | -$811K – $88K |
| 2021 | 2024-09-25 | -$795K – $152K |
| 2020 | 2024-09-25 | -$1.8M – -$382K |
Disclosed assets
The assets James Banks itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Rental property | Real Estate - Residential |
$50K - $100K
Rent/Royalties
|
$1M - $5M |
| MetLife life insurance | Life Insurance - Universal | — | $250K - $500K |
| 2045 Retirement Fund | Mutual Funds - Mutual Fund | — | $100K - $250K |
| ReliaStar Life Insurance | Life Insurance - Universal | — | $100K - $250K |
| 2045 Retirement Fund | Mutual Funds - Mutual Fund | — | $15K - $50K |
| MOAT - VanEck Morningstar Wide Moat ETF | Mutual Funds - Exchange Traded Fund/Note | — | $15K - $50K |
| 2030 Enrollment Portfolio | Mutual Funds - Mutual Fund | — | $1K - $15K |
| 2030 Enrollment Portfolio | Mutual Funds - Mutual Fund | — | $1K - $15K |
| 2033 Enrollment Portfolio | Mutual Funds - Mutual Fund | — | $1K - $15K |
| Grace Schools IRA - Money Market | Deferred Compensation - Deferred Compensation - Cash | — | $1K - $15K |
| MOAT - VanEck Morningstar Wide Moat ETF | Mutual Funds - Exchange Traded Fund/Note | — | $1K - $15K |
| PTON - Peloton Interactive, Inc. - Common Stock | Corporate Securities - Stock | — | $1K - $15K |
| SBUX - Starbucks Corporation - Common Stock | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Mortgage (Carrington Mortgage) | $500K - $1M |
| Mortgage (Newrez) | $250K - $500K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-06-05 | PTON Stock · Peloton Interactive, Inc. - Common Stock | Sell | Self | $1K - $15K | 2026-06-07 | 2d |
| 2026-04-15 | SBUX Stock · Starbucks Corporation - Common Stock | Sell | Self | $1K - $15K | 2026-04-20 | 5d |
| 2025-02-18 | YUM Other · Yum! Brands Company: Yum (Louisville, KY) Description: Food | Sell | Joint | $1K - $15K | 2025-03-10 | 20d |
| 2024-08-08 | YUM ST · Yum! Brands, Inc. (YUM) | Buy | JT | $1K - $15K | 2024-08-12 | 4d |
| 2023-06-09 | PTON ST · Peloton Interactive, Inc. (PTON) | Buy | — Schwab IRA | $1K - $15K | 2023-06-21 | 12d |
| 2021-11-19 | RBLX ST · Roblox Corporation Class A (RBlX) F IlINg S TATuS : New | Buy | JT | $1K - $15K | 2021-12-13 | 24d |
| 2021-11-19 | RBLX Roblox Corporation Class A (RBlX) | Buy | JT | $1K - $15K | 2021-12-13 | 24d |
| 2021-11-15 | PTON ST · Peloton Interactive, Inc. (PTON) F IlINg S TATuS : New S uBHOldINg O F : Schwab IRA | Buy | — | $1K - $15K | 2021-12-13 | 28d |
| 2021-11-15 | PTON Peloton Interactive, Inc. (PTON) | Buy | — | $1K - $15K | 2021-12-13 | 28d |
| 2021-11-12 | PTON ST · Peloton Interactive, Inc. (PTON) F IlINg S TATuS : New S uBHOldINg O F : Schwab IRA | Buy | — | $15K - $50K | 2021-12-13 | 31d |
| 2021-11-12 | PTON ST · Peloton Interactive, Inc. (PTON) F IlINg S TATuS : New | Buy | JT | $1K - $15K | 2021-12-13 | 31d |
| 2021-11-12 | PTON Peloton Interactive, Inc. (PTON) | Buy | — | $15K - $50K | 2021-12-13 | 31d |
| 2021-11-12 | PTON Peloton Interactive, Inc. (PTON) | Buy | JT | $1K - $15K | 2021-12-13 | 31d |
| 2021-11-09 | RBLX ST · Roblox Corporation Class A (RBlX) F IlINg S TATuS : New | Sell | JT | $1K - $15K | 2021-12-13 | 34d |
| 2021-11-09 | RBLX Roblox Corporation Class A (RBlX) | Sell | — | $15K - $50K | 2021-12-13 | 34d |
| 2021-11-09 | RBLX Roblox Corporation Class A (RBlX) | Sell | JT | $1K - $15K | 2021-12-13 | 34d |
| 2021-11-02 | RBLX ST · Roblox Corporation Class A (RBlX) F IlINg S TATuS : New S uBHOldINg O F : Schwab IRA | Buy | — | $15K - $50K | 2021-12-13 | 41d |
| 2021-11-02 | RBLX Roblox Corporation Class A (RBlX) | Buy | — | $15K - $50K | 2021-12-13 | 41d |
| 2021-10-26 | RBLX ST · Roblox Corporation Class A (RBlX) F IlINg S TATuS : New S uBHOlDINg O F : Schwab IRA | Sell | — | $15K - $50K | 2021-11-10 | 15d |
| 2021-10-26 | RBLX Roblox Corporation Class A (RBlX) | Sell | — | $15K - $50K | 2021-11-10 | 15d |
| 2021-09-30 | RBLX ST · Roblox Corporation Class A (RBlX) F IlINg S TATuS : New S uBHOlDINg O F : Schwab IRA | Buy | — | $1K - $15K | 2021-10-17 | 17d |
| 2021-09-30 | RBLX Roblox Corporation Class A (RBlX) | Buy | — | $1K - $15K | 2021-10-17 | 17d |
| 2021-09-28 | F ST · Ford Motor Company (F) F IlINg S TATuS : New S uBHOlDINg O F : Schwab IRA | Sell | — | $1K - $15K | 2021-10-17 | 19d |
| 2021-09-28 | F Ford Motor Company (F) | Sell | — | $1K - $15K | 2021-10-17 | 19d |
| 2021-09-13 | RBLX ST · Roblox Corporation Class A (RBlX) F IlINg S TATuS : New | Buy | JT | $1K - $15K | 2021-10-17 | 34d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-09. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -3.4% | -0.4% | -3.0% |
| 1 month | -2.7% | -1.4% | -1.3% |
| 1 quarter | -9.8% | +3.4% | -13.3% |
| Year to date | -12.9% | +11.8% | -24.7% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-09). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.