2025 Form 6 · annual filing (Commission on Ethics) · received 2026-06-29 · 54 pages (text)
Net worth$4,985,692
Income listed$252,610
Real estate$890,0002 properties
Debts listed$339,348
Worth a look0
Where listed income comes from
Investments & retirement 71% $178,658 · TRIANGLE AUTO STOCK SALE CAPITAL GAIN INCOME, ALLY BANK INTEREST INCOME, TRIANGLE AUTO INTEREST INCOME, TMT INC INTEREST INCOME, WARTHOR INC INTEREST INCOME, CHARLES SCHWAB & CO INC DIVIDEND INCOME, CHARLES SCHWAB & CO INC SALE OF STOCK CAPITAL GAIN INCOME
Real estate 29% $73,952 · TMT INC RENTAL REAL ESTATE, WARTHOR INC RENTAL REAL ESTATE
Other / unclassified 0% $0 · See Attached
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Lists 8 investment accounts ($920,228) 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”2025 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
Net worth $4,985,692; listed items add up to $5,188,256
Reported net worth: $4,985,692. Household goods + listed assets − listed liabilities = $5,188,256. 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.”2025 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextMissing or incomplete
$499,535 of assets itemized in an attachment on pages 7–8, 10, 12, 14–39, 41–53 — the totals match
The form says “see attached” for 4 entries, and this copy includes the attachment (pages 7–8, 10, 12, 14–39, 41–53). SHORE TO SUMMIT IRA STOCKS, OPTIONS, & ETF' SEE ATTACHED FOR DETAIL — $109,852: matches “Total Stocks and ETFs 64.84 : $109,852.02 $1,454 1.32” (page 35); SHORE TO SUMMIT IRA MUTUAL FUNDS SEE ATTACHED FOR DETAIL — $57,434: matches “Total Total Open Mutual End Funds Mutual Funds 33.90 33.90 ee $57,433.94 $57,433.94 ae $1,458 $1,458 2.54 2.54” (page 36); SHORE TO SUMMIT IRA STOCKS, OPTIONS, & ETF'S SEE ATTACHED FOR DETALS — $218,366: matches “Total Stocks and ETFs $218,366.09 $2,886 — 14.2” (page 49); SHORE TO SUMMIT IRA MUTUAL FUNDS SEE ATTACHED FOR DETAILS — $113,883: matches “Total Total at pe Mutual Open End Funds Mutual Funds 34,00 34,00 $113,883.32 $113,883.32. ooo 7B. $2,876 2.53 2.53” (page 50).
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”2025 Form 6 instructions, Attachments ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
Earns from 3 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 $4,985,692 — a millionaire 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
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.