2022 Form 6X · annual filing (Commission on Ethics) · received 2023-07-18 · 51 pages (text)
Amendment. It restates net worth, assets, liabilities, joint and several liabilities, income, secondary sources of income and interests in specified businesses.
Net worth$2,290,000
Income listedtax return
Real estate$1,290,0002 properties
Debts listed$0
Worth a look1
Net worth over time
Worth a look 1
Worth a lookUnusual reporting
Values Vehicles, Antique cars, etc at $150,000
Collectibles rarely have an established market price, and the form doesn't say how this value was reached. Assets must be reported at fair market value; this one is 7% of reported net worth.
What to check
Is there evidence of sales or appraisals at this value?
Would the net worth look different without it?
Rule: Hard-to-value asset
“Value each asset by its fair market value on the date used in the Net Worth section of this form.”2022 Form 6 instructions, Assets — How to Value ✓ quoted from the saved instructions · how this rule works
Context 6
ContextUnusual reporting
Itemizes the $150,000 household-goods total
The household-goods lump sum ($150,000) is also broken down in the asset list (Vehicles, Antique cars, etc), and the items add up exactly to it — a breakdown, which is how many filers do it. Net worth doesn't appear to count them twice.
What to check
No action needed.
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
All 7 asset values are round numbers
Every listed asset is valued in round thousands, which suggests estimates rather than statements or appraisals. That's allowed, but it makes the totals less precise.
What to check
Are bank or brokerage balances (which are exact) rounded too?
Net worth $2,290,000; listed items add up to $2,290,000
Reported net worth: $2,290,000. Household goods + listed assets − listed liabilities = $2,290,000 (after removing the items counted twice). 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 $2,290,000 — 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
ContextWealth & holdings
Real estate worth $1,290,000 across 2 properties (56% 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.”2022 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Lists 1 business under “Interests in Specified Businesses” and owns more than 5% of it
Listed under “Interests in Specified Businesses”: Ocala Landscape Mgt. That section covers banks, insurers, mortgage and small-loan companies, utilities, alcohol licensees, pari-mutuels and holders of city or county franchises — industries where officials' interests are disclosed separately.
What to check
Check whether the office sought oversees or contracts with these industries.
Look the businesses up on Sunbiz for officers and registered agents.
Rule: Stakes in closely regulated businesses
“The types of businesses covered in this section include: state and federally chartered banks”2022 Form 6 instructions, Interests in Specified Businesses ✓ quoted from the saved instructions · how this rule works
Where to look next
Some of what this filing reports stands out. 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.