Statement of Financial Interest filings from the Secretary of State Ethics portal.
| Statement | Year | Reason | Filed | |
|---|---|---|---|---|
| 2025 Statement of Financial Interest due 01/31/2026Paper | 2025 | Public Appointee to State Board or Commission | Jan 1, 2026 | Open PDF |
| 2022 Statement of Financial InterestPaper | 2022 | Public Appointee to State Board or Commission | Dec 18, 2023 | Open PDF |
| 2024 Statement of Financial Interest due 01/31/2025Paper | 2024 | Public Appointee to State Board or Commission | Oct 30, 2025 | Open PDF |
| Source | Type | Range |
|---|---|---|
| HealthPro Heritage | Employer | More than $12,500 |
| Nita Lafferty | Other source of income | More than $12,500 |
| Southern Administrative Services | Employer | More than $12,500 |
| Business | Type | Role |
|---|---|---|
| Fidelity (Jennifer Montgomery) - AAPL, AMD, AMZN, BATRA, CHWY, CVK, EL, ETHE, FRST, HEIA, HIMS, IBZT, KHC, LLYVA, NUDA, ORCL, OKY, PLTR, QQQ, SIRI, SMCI, SRIO, STNE, T, TSLA, TSM, ULTA, UNH, VOO, WMT, BAC, CHWY, JEF, KO, AXP | Brokerage/Investment Account | Account Holder |
| Fidelity (John Montgomery) - AAPL, AMZN, ASML, BATRA, CHWY, DJT, ENSG, EOLS, FCBFX, FLIN, FRST, FSELX, HIMS, HUM, IBIT, LEN, LLYVA, META, MSFT, MSOS, NEE, NUDA, ORCL, ORMP, PANW, PLTR, SIRI, SPAXE, TSM, UNH, URA, VOO, WMT, ZTS | Brokerage/Investment Account | Account Holder |
| Mont-Nor Properties LLC | LLC / Real Estate | Owner/Investor |
| From | Description | Value | Date |
|---|---|---|---|
| Nita Lafferty | Cash gift | $250,000 | March 12, 2025 |
