2022 Form 6 · annual filing (Commission on Ethics) · received 2023-03-08 · 8 pages (text)
Net worth$3,603,989
Income listed$240,042
Real estate$400,000
Debts listed$1,369
Worth a look0
Net worth over time
Where listed income comes from
Investments & retirement 81% $195,407 · Salary/Husband's Pension, Schwab Value Advantage Money Fund
Other / unclassified 18% $43,451 · Enterprise Product Partners LP, Apple, Inc., Analog Devices, Broadcom Limited, Cerner Corporation, Cigna Corporation, Skyworks Solutions, First Trust Int. Dur. PRF
Health care 0% $1,184 · United Health Group, Inc.
Worth a look 0
Nothing stood out under the current rules.
Context 6
ContextUnusual reporting
Lists Vehicle 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.”2022 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
Net worth $3,603,989; listed items add up to $3,653,989
Reported net worth: $3,603,989. Household goods + listed assets − listed liabilities = $3,653,989. 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.”2022 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextMissing or incomplete
Assets itemized in an attachment on page 8
The form says “see attached” for 1 entry, and this copy includes the attachment (page 8).
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”2022 Form 6 instructions, Attachments ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
80% of listed income ($192,322) comes from Salary/Husband's Pension
Listed income totals $240,042 from 11 sources. The largest is classed as investments & retirement.
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”2022 Form 6 instructions, Income ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
Earns from 9 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 $3,603,989 — 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”2022 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.
Elected to attach federal tax return instead: not read
Primary sources
Source
Address
Amount
Secondary sources (major customers of businesses owned)
Interests in specified businesses
Reported as “N/A”.
Companies on the state register
Companies this filing names, as the Division of Corporations lists them. Their role is shown when the filer is an officer or registered agent. A company matched by name only is shown just when it's active. How these are matched