2022 Form 6 · annual filing (Commission on Ethics) · received 2023-05-08 · 4 pages (text)
Net worth$1,637,300
Income listed$185,122
Real estate$400,000
Debts listed$6,000
Worth a look0
Net worth over time
Where listed income comes from
Investments & retirement 90% $166,372 · STATE OF FLORIDA FRS, SOCIAL SECURITY, CHARLES SCHWAB RMD, UNITED FIDELITY BANK
Government & public payroll 10% $18,750 · STATE OF FLORIDA W2 SENIOR JUDGE PAY
Worth a look 0
Nothing stood out under the current rules.
Context 3
ContextUnusual reporting
Lists 1 investment account ($75,739) 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”2022 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
Net worth $1,637,300; listed items add up to $1,637,311
Reported net worth: $1,637,300. Household goods + listed assets − listed liabilities = $1,637,311. 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.”2022 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Reports a net worth of $1,637,300 — 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