2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-04 · 14 pages (text)
Net worth$1,977,524
Income listed$188,350
Real estate$1,278,8922 properties
Debts listed$578,636
Worth a look0
Net worth over time
Where listed income comes from
Government & public payroll 100% $188,350 · TAX COLLECTOR'S OFFICE FOR POLK COUNTY
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Net worth $1,977,524; listed items add up to $2,143,068
Reported net worth: $1,977,524. Household goods + listed assets − listed liabilities = $2,143,068. A difference is normal: net worth also counts assets and debts that aren't listed individually (items under $1,000, credit cards, taxes), and the instructions say subtracting listed liabilities from listed assets won't give an accurate figure in most cases. 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.”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextMissing or incomplete
$526,165 of assets itemized in an attachment on pages 6–9, 11–14; $171,683 of it isn't found there
The form says “see attached” for 2 entries, and this copy includes the attachment (pages 6–9, 11–14). MORGAN STANLEY INVESTMENTS 255 E LEMON ST, LAKELAND FL 33801 (see attached schedule) — $171,683: no matching amount found on the attachment; NATIONWIDE DEFERRED INCOME (COLUMBUS, OH (see attached schedule) — $354,482: matches “Total $339,750.93 $600.00 $0.00 $701.96 $13,958.71 -$563.62 $0.00 $354,447.98” (page 13) — within $34, likely rounding. An entry with no matching amount may be on a page that isn't in this copy, or the attachment may total it differently (or OCR misread it) — compare the page with the form.
What to check
Open the attachment page to see the individual holdings behind each total.
Compare the unmatched entries with the attachment, and with the filer's annual filing.
Rule: Itemized in an attachment
“A filer may include and submit attachments or other supporting documentation when filing”2023 Form 6 instructions, Attachments ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
100% of listed income ($188,350) comes from TAX COLLECTOR'S OFFICE FOR POLK COUNTY
Listed income totals $188,350 from 1 source. The largest is classed as government & public payroll.
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”2023 Form 6 instructions, Income ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Reports a net worth of $1,977,524 — 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”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Real estate worth $1,278,892 across 2 properties (65% of net worth)
Real estate holdings, as listed.
What to check
Look the parcels up with the county property appraiser: land use (vacant or improved), assessed value and when they were bought.
Check whether any listed liability is a mortgage on these properties.
Rule: Real estate holdings
“Real property: Identify by providing the street address of the property.”2023 Form 6 instructions, Assets ✓ 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.