2022 Form 6 · annual filing (Commission on Ethics) · received 2023-08-16 · 49 pages (text)
Net worth$5,965,339
Income listed$476,049
Real estate$235,000
Debts listed$1,040,000
Worth a look0
Net worth over time
Where listed income comes from
Investments & retirement 43% $207,037 · Metropolitan Life Pension Annuity, Social Security, Dividends & Interest
Banking, mortgage & lending 32% $152,250 · 42 North Private Bank, Lending Club Stoc Option Exercise
Other / unclassified 16% $78,400 · Carl Marks & Co, Blue Cross Blue Shield MA
Government & public payroll 8% $38,362 · School District Indian River County
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Net worth $5,965,339; listed items add up to -$575,000
Reported net worth: $5,965,339. Household goods + listed assets − listed liabilities = -$575,000. 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.”2022 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextMissing or incomplete
Assets itemized in an attachment on pages 6–49
The form says “see attached” for 1 entry, and this copy includes the attachment (pages 6–49).
What to check
Open the attachment page to see the individual holdings behind each total.
Rule: Itemized in an attachment
“A filer may include and submit attachments or other supporting documentation when filing”2022 Form 6 instructions, Attachments ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
Earns from 5 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 $5,965,339 — 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
ContextWealth & holdings
Lists 1 business under “Interests in Specified Businesses”
Listed under “Interests in Specified Businesses”: 42 North Private Bank. 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
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.