2022 Form 6 · annual filing (Commission on Ethics) · received 2023-05-09 · 9 pages (text)
Net worth$8,874,800
Income listed$645,684
Real estate$436,0002 properties
Debts listed$0
Worth a look0
Net worth over time
Where listed income comes from
Investments & retirement 64% $411,074 · IRA Distributions, Social Security, Dodge & Cox Mutual Fund, Fidelity Multi Asset Index Fund, Mutual Discovery Mutual Fund, T. Rowe Price Spectrum Income Fund, Vanguard Intermediate Municiple Bond Fund, Vanguard Balanced Index Fund, Mutual Shares Fund, Pennsylvannia Mutual Fund, T. Rowe Price International Stock Fund, T. Rowe Price Diversified Equity Fund, Vanguard Windsor II Mutual Fund, Vanguard International Growth Fund, Vanguard Star Fund, Vanguard Equity Income Fund, Vanguard Target Retirement 2015 Fund, Vanguard Wellesley Fund, Vanguard Consumer ETF (held in two Wells Fargo accounts), Vanguard Total Stock Market ETF (held in Wells Fargo and Ameritrade, Invesco High Yield Equity Fund Etf( held in Wells Fargo and Ameritrade), Schwab US Dividend ETF, Vanguard High Dividend ETF, Vanguard Short Term ETF
Government & public payroll 27% $172,806 · State of Florida, Austin Municipal Bond
Other / unclassified 9% $59,430 · T. Rowe Price New Era, Southern Company, Deferred Comp T. Rowe Price Spectrum Income, Automatic Data Processing, Dow, Inc. (Shares held in 3 accounts), Honeywell International (held in two Wells Fargo accounts), Illinois Tool Works, Ishares Tip Bond ETF - Joint account, Hormel Foods Corp, JM Smucker, Stanley Black & Decker, TC Energy, Unilever, Utilities sector spd ETF(held in two Wells Fargo accounts), Telus Corp, 3M Co, Verizon, Becton Dickinson, Duke Energy, Eaton Corp, Ishares S&P 500 Etf, Ishares Short Term Corp Bond Etf, Johnson & Johnson, McCormick & Co, Norfolk Southern Corp, Paychex, Procter & Gamble, Target, Union Pacific, Waste Management, Deferred Comp - T. Rowe Price Spectrum Income
Real estate 0% $2,374 · Realty Income
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
Lists 46 investment accounts ($2,422,434) 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 $8,874,800; listed items add up to $8,239,046
Reported net worth: $8,874,800. Household goods + listed assets − listed liabilities = $8,239,046. 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.
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
ContextIncome & business ties
Earns from 34 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 $8,874,800 — a multimillionaire 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