Statement of Financial Interest filings from the Secretary of State Ethics portal.
| Statement | Year | Reason | Filed | |
|---|---|---|---|---|
| 2023 Statement of Financial InterestPaper | 2023 | Public Appointee to State Board or Commission | Jan 31, 2024 | Open PDF |
| Source | Type | Range |
|---|---|---|
| Raymond James | Employment | More than $12,500 |
| Self-employed Contract | Self-employment | More than $12,500 |
| Business | Type | Role |
|---|---|---|
| Encore Bank Checking | Bank Account | Account Holder (Catherine L. Lanier) |
| Encore Bank Stock | Stock | Account Holder (Paul R. Lanier IRA - Millennium Trust) |
| Raymond James 401K / Principal - Fidelity Free Blend Target 2020R | 401K | Account Holder (Paul R. Lanier 401K) |
| Raymond James ESOP / Principal - Raymond James Financial Stock | ESOP | Account Holder (Paul R. Lanier ESOP) |
| Raymond James IRA | IRA Account | Account Holder (Paul Rusty Lanier IRA) |
| Raymond James IRA (Catherine Lanier IRA) | IRA Account | Account Holder (Catherine L. Lanier IRA) |
| Raymond James Long Term Incentive / Raymond James Stock - Principal | Long Term Incentive | Account Holder (Paul R. Lanier Long Term Incentive) |
| Raymond James Profit Sharing - Managed Balance Fund / Principal | Profit Sharing | Account Holder (Paul R. Lanier Profit Sharing) |
| Raymond James Regular Account | Brokerage Account | Account Holder (Paul Rusty Lanier) |
| Raymond James SEP IRA (Catherine Lanier SEP IRA) |
| SEP IRA |
| Account Holder (Catherine L. Lanier SEP IRA) |
| Regions Bank Checking | Bank Account | Account Holder (Cathy Lanier) |
| Regions Bank Checking Account | Bank Account | Account Holder (Rusty Lanier) |
