2024 Form 6 · annual filing (Commission on Ethics) · received 2025-06-25 · 10 pages (text)
Net worth$66,709,972
Income listed$584,720
Real estate$0
Debts listed$4,070
Worth a look1
Where listed income comes from
Other / unclassified 90% $523,408 · gain on apple option, Altria, Apple, DEFIANCE NASDAQ 100 ETF, JEPQ, Lockeed Martin, Philip Morris, SPYI, Texas Instruments, Verizon, Walgreens Boots Alliance, DEFIANCE NASDAQ 100, (CS) DEFIANCE R2000 ENHCD, (CS) DEFIANCE S&P 500 ENCD, CS JEPQ, ET Apple, Walgreens Boots Alliance, ET Starbucks, Chevron, Devon Energy, McDonalds, Microsoft, VanEck Oil Services ETF, META, Altria, JEPQ, XOM, LLY, Philip Morris, Qualcomm, VALE, VZ, SPG, BGS, Wells Fargo acct - ATT, AEP, WBA, GS acct- WBA, ET Alphabet, ET Las Vegas Sands, ET Salesforce, ET NEOS SP High Inc ETF, ET LLY call option, ET LLY call option, ET LLY call option, ET LLY call option, ET META call option, ET META call option, ET META call option, ET META call option, ET META call option, ET META call option, PLTR call option, META put option, META put option, META put option, META put option, META put option, ET META call option, ET META call option, ET META call option, ET META call option, ET META call option, ET META call option, ET META call option, ET META call option, ET META call option, ET META call option, ET META call option, ET META call option, ET META call option, ET META call option, ET META call option, WF and ET KO
Investments & retirement 10% $57,842 · SCHWAB FUNDS VALUE ADVANTAGE & Govt Money, Energ Select SPDR fund, ETrade - MS interest on deposits, GS acct interest on depositi, WF FPA mutual fund
Banking, mortgage & lending 1% $3,470 · First Foundation Bank
Worth a look 1
Worth a lookUnusual reporting
2 entries are withheld entirely ($1,525,000, 2% of net worth)
In the public copy, the whole description of 2 asset entries is redacted, so the public can't tell what they are. Partial redactions (an account number, or an exempt official's home address next to a named item) are common; this is the whole entry.
What to check
Compare with the filer's other filings, which may describe the same items.
The Commission on Ethics holds the unredacted filing.
Rule: Entries withheld entirely
“Describe, and state the value of, each asset you had on the reporting date”2024 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
Context 6
ContextUnusual reporting
Lists Leased car (2023 Lucid Air) separately from the $90,000 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
ContextUnusual reporting
Lists 8 investment accounts ($58,015) 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 $66,709,972; listed items add up to $68,465,234
Reported net worth: $66,709,972. Household goods + listed assets − listed liabilities = $68,465,234. 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 75 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?
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.