Florida Files

Officeholders

Annie Kathryn Wallace

2024 Form 6 · annual filing (Commission on Ethics) · received 2025-12-30 · 17 pages (text)

Net worth$619,009
Income listed$153,660
Real estate$289,136
Debts listed$150,776
Worth a look0

Where listed income comes from

  • Consulting, lobbying & public affairs 90% $138,155 · Charter Communications
  • Other / unclassified 10% $15,505 · Stock trade

Worth a look 0

Nothing stood out under the current rules.

Context 5

Context Unusual reporting

Lists Car separately from the $50,000 household-goods total

Personal vehicles, jewelry, art and furnishings can be reported in the household-goods lump sum or itemized. Net worth doesn't appear to count them twice.

What to check
  • No action needed unless the lump sum also includes these items.

Rule: Household items listed twice
“Describe, and state the value of, each asset you had on the reporting date you selected for your net worth, if the asset was worth more than $1,000 and if you have not already included that asset in the aggregate value of your household goods and personal effects.”2024 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works

Context Unusual reporting

Lists 2 investment accounts ($174,858) instead of what's in them

The instructions say the investments held in a brokerage account or IRA are the assets to report — not the account itself. As listed, the public can't see what the filer is invested in.

What to check
  • Which companies or funds are in these accounts? Holdings matter for conflicts of interest.

Rule: Accounts listed instead of investments
“Note that the product contained in a brokerage account, IRA, or the Florida College Investment Plan, is your asset”2024 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works

Context Unusual reporting

Net worth $619,009; listed items add up to $619,009

Reported net worth: $619,009. Household goods + listed assets − listed liabilities = $619,009. They roughly agree. 1 listed item(s) have no amount, so the comparison is incomplete.

What to check
  • No action needed unless other items look off.

Rule: Net worth vs. listed items
“Simply subtracting your liabilities from your assets will not result in an accurate net worth figure in most cases.”2024 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works

Context Missing or incomplete

$378,404 of assets itemized in an attachment on pages 5–17 — the totals match

The form says “see attached” for 5 entries, and this copy includes the attachment (pages 5–17). Raymond James IRA - See Attached — $120,744: matches “Portfolio Total $120,744.38” (page 7); Raymond James TOD - See Attached — $96,132: matches “Portfolio Total $96,132.27” (page 10); Core Wealth TOD - See Attached — $94,006: matches “Total Holdings $94,006.34” (page 14); Charter 401K - See Attached — $54,113: matches “Account Totals $54,261.88 $54,113.48” (page 15); Charter RAP - See Attached — $13,408: matches “Account Totals $13,442.86 $13,408.01” (page 17).

What to check
  • Open the attachment page to see the individual holdings behind each total.

Rule: Itemized in an attachment
“A filer may include and submit attachments or other supporting documentation when filing”2024 Form 6 instructions, Attachments ✓ quoted from the saved instructions · how this rule works

Context Income & business ties

90% of listed income ($138,155) comes from Charter Communications

Listed income totals $153,660 from 2 sources. The largest is classed as consulting, lobbying & public affairs.

What to check
  • Who is this source, and does it have business before the office sought?
  • If the filer owns it, check the business section and secondary income.

Rule: Where the money comes from
“List the name of each source of income that provided you with more than $1,000 of income during”2024 Form 6 instructions, Income ✓ quoted from the saved instructions · how this rule works

Where to look next

These links open official public records, built from what the filer disclosed. They're searches you run yourself — results may include other people or companies with similar names.

Their filings

Other filings by Annie Kathryn Wallace

FilingReceivedNet worthItems
2025 Form 6 — annual (Commission on Ethics)2026-05-27$718,541

Net worth

Net worth
As of
Household goods (lump sum)

Assets over $1,000 $719,785 listed

DescriptionValue

Liabilities over $1,000 $150,776 listed

CreditorAddressAmount

Joint and several liabilities not reported above

Reported as “N/A”.

Income $153,660 listed

Elected to attach federal tax return instead:

Primary sources

SourceAddressAmount

Secondary sources (major customers of businesses owned)

Reported as “N/A”.

Interests in specified businesses

Reported as “N/A”.

Signature

Signed by
Date
Filed with COE

Source

Document
Open PDF · original source
Retrieved
2026-10-08T15:02:39+00:00
SHA-256
21c055355c1c2df4589c03292571788457efc43e79feb81ee22dc9d90cc00ce8
Pages
p1 form6 · p2 form6 · p3 form6 · p4 form6 · p5 other · p6 attachment · p7 attachment · p8 attachment · p9 attachment · p10 other · p11 attachment · p12 other · p13 attachment · p14 attachment · p15 attachment · p16 attachment · p17 attachment
Extraction
parser v0.5.2; 0 value(s) below 80% confidence