Florida Files

Officeholders

Lori Berman

2025 Form 6 · annual filing (Commission on Ethics) · received 2026-06-22 · 7 pages (text)

Net worth$6,665,240
Income listed$130,813
Real estate$2,063,747
Debts listed$42,276
Worth a look0

Where listed income comes from

  • Investments & retirement 72% $93,796 · Morgan Stanley Smith Barney LLC- dividends/capital gains distribution, Morgan Stanley smith Barney LLC - interest income, FS Credit Real Estate Income Trust S Income Trust S -dividends/capital gains, Department of the Treasury - Interest income, Morgan Stanley Smith Barney - short term/long term cap gains
  • Government & public payroll 20% $26,646 · State of Florida -wages
  • Other / unclassified 8% $10,371 · Recreational Lease Joint Venture

Worth a look 0

Nothing stood out under the current rules.

Context 3

Context Unusual reporting

Net worth $6,665,240; listed items add up to $6,617,824

Reported net worth: $6,665,240. Household goods + listed assets − listed liabilities = $6,617,824. They roughly agree.

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.”2025 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works

Context Wealth & holdings

Reports a net worth of $6,665,240 — a multimillionaire on paper

Net worth is the filer's own figure. Being wealthy isn't a problem; it's context for comparing candidates and for reading the rest of the form.

What to check
  • Compare with the other candidates in the race.
  • Check that the large assets below are described and valued clearly.

Rule: Net worth tier
“Report your net worth as of”2025 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works

Context Wealth & holdings

Real estate worth $2,063,747 (31% of net worth)

Real estate holdings, as listed.

What to check
  • Look the parcels up with the county property appraiser: land use (vacant or improved), assessed value and when they were bought.
  • Check whether any listed liability is a mortgage on these properties.

Rule: Real estate holdings
“Real property: Identify by providing the street address of the property.”2025 Form 6 instructions, Assets ✓ 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 Lori Berman

FilingReceivedNet worthItems
2024 Form 6 — annual (Commission on Ethics)2025-06-18$6,498,198

Net worth

Net worth
As of
Household goods (lump sum)

Assets over $1,000 $6,460,100 listed

DescriptionValue

Liabilities over $1,000 $42,276 listed

CreditorAddressAmount

Joint and several liabilities not reported above

Reported as “N/A”.

Income $130,813 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
2026-10-07T20:03:40+00:00
SHA-256
830b583c141c90dc5546139a8a94605c75b82970aba4054efa1ccb5d7b7d571c
Pages
p1 form6 · p2 form6 · p3 form6 · p4 form6 · p5 form6 · p6 form6 · p7 form6
Extraction
parser v0.5.2; 0 value(s) below 80% confidence