2024 Form 6 · annual filing (Commission on Ethics) · received 2025-05-20 · 10 pages (text)
Net worth$10,088,424
Income listed$836,610
Real estate$470,5002 properties
Debts listed$0
Worth a look0
Where listed income comes from
Investments & retirement 66% $549,959 · IRA Distributions, Social Security, Dodge & Cox Balanced Mutual Fund, Fidelity Multi Asset Index Fund, Mutual Discovery Fund, T. Rowe Price Spectrum Fund, Vanguard Intermediate Municiple Bond Fund, Vanguard Balanced Index Fund, Mutual Shares Fund, Royce Small Cap Fund, T. Rowe Price International Stock Fund, T. Rowe Price Diversified Equity Fund, Vanguard Windsor II Mutual Fund, Vanguard International Growth Fund, Vanguard Star Fund, Vanguard Equity Income Fund, Vanguard Small Cap, Vanguard Wellesley Fund, Vanguard Consumer ETF (held in two Wells Fargo accounts), Vanguard Total Stock maket ETF (held in Wells Fargo and Schwab), Fidelity Treasury Instl, Vanguard Value ETF, Invesco High Yield Equity ETF (held in Wells Fargo and Schwab), Schwab U.S. Dividend ETF, Vanguard High Dividend ETF, Morgan Stanley CD, Fidelity Funds FRXX, Dodge & Cox Global Stock Fund, Vanguard Dividend Apprecition ETF, Vanguard Windsor II
Government & public payroll 23% $194,031 · State of Florida
Other / unclassified 10% $87,597 · T. Rowe Price New Era, Southern Company, Automatic Data Processing, Honeywell International (held in two Wells Fargo accounts), Illinois Tool Works, Hormel, JM Smucker, Stanley Black & Decker, TC Energy, Unilever, Utilities sector ETF (held in two Wells Fargo accounts), Telus, 3m, UST Notes, Becton Dickinson, Duke Energy, Eaton Corp, Ishares S&P 500 ETF, Ishares Short Term Corp Bond ETF, Johnson & Johson, McCormick & Co, Norfolk Souther, Paychex, Procter & Gamble, Target, Union Pacific, Waste Management, US Treasury Notes, Discover Bk, Paccar, Prudential, XLU Utilities ETF, SPDR S&P 500 ETF, US Treas. Notes, U S Treas Nts., Abbot Labs, Solventum
Real estate 0% $3,993 · Realty Income
Banking, mortgage & lending 0% $1,030 · Bank of America CD
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
Lists 45 investment accounts ($2,729,881) 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
ContextUnusual reporting
Net worth $10,088,424; listed items add up to $10,110,149
Reported net worth: $10,088,424. Household goods + listed assets − listed liabilities = $10,110,149. 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.”2024 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
Earns from 40 separate employers or businesses
Several distinct earned-income sources (excluding investments, retirement and Social Security).
What to check
Are any of these sources connected to each other or to the office sought?
Reports a net worth of $10,088,424 — 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”2024 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
Where to look next
Some of what this filing reports stands out. 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.