2022 Form 6X · annual filing (Commission on Ethics) · received 2023-07-19 · 4 pages (text)
Amendment. It restates income and secondary sources of income. Net worth, assets, liabilities, joint and several liabilities and interests in specified businesses weren't amended, so they're shown as originally filed in the Form 6 received 2023-06-22; click those values to open it.
Net worth$1,703,496
Income listed$7,500
Real estate$0
Debts listed$323,056
Worth a look1
Net worth over time
Where listed income comes from
Other / unclassified 100% $7,500 · Barbara G. Stevens Family Trust, F/B/O Shelley S. and Maria M.a
Worth a look 1
Worth a lookUnusual reporting
1 entry is withheld entirely ($1,080,000, 63% of net worth)
In the public copy, the whole description of 1 asset entry is redacted, so the public can't tell what it is. Partial redactions (an account number, or an exempt official's home address next to a named item) are common; this is the whole entry.
What to check
Compare with the filer's other filings, which may describe the same items.
The Commission on Ethics holds the unredacted filing.
Rule: Entries withheld entirely
“Describe, and state the value of, each asset you had on the reporting date”2022 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
Context 5
ContextUnusual reporting
Lists Art Work separately from the $70,000 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
“Bank Accounts” ($109,553) doesn't name the institution
Intangible assets should name the entity they relate to.
What to check
Which bank, company or fund is this?
Rule: Asset without a named institution
“Do not list simply "stocks and bonds" or "bank accounts."”2022 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
Net worth $1,703,496; listed items add up to $1,769,084
Reported net worth: $1,703,496. Household goods + listed assets − listed liabilities = $1,769,084. 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
ContextIncome & business ties
100% of listed income ($7,500) comes from Barbara G. Stevens Family Trust, F/B/O Shelley S. and Maria M.a
Listed income totals $7,500 from 1 source. The largest is classed as other / unclassified.
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
ContextWealth & holdings
Reports a net worth of $1,703,496 — 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
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.
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