Florida Files

Officeholders

James Case

2023 Form 6X · annual filing (Commission on Ethics) · received 2025-05-15 · 4 pages (text)

Amendment. It restates net worth and assets. Liabilities, joint and several liabilities, income, secondary sources of income and interests in specified businesses weren't amended, so they're shown as originally filed in the Form 6 received 2024-05-19; click those values to open it.

Net worth$8,914,347
Income listed$486,109
Real estate$1,469,382
Debts listed$1,754,070
Worth a look0

Where listed income comes from

  • Investments & retirement 66% $320,455 · Florida Retirement System, Social Security, Case Family Nevada LLC - James Case .290687 ownership interest, James R. Case IRA Mandatory 2022 Distribution, James R Case SEP 2022 Mandatory Distribution
  • Other / unclassified 29% $143,326 · Private Alternative Dispute Resolution Fees, Manager Fees - Case Family Nevada LLC, Trustee Fees - Nelson H. Case Trust, James R. Case Living Trust
  • Banking, mortgage & lending 4% $17,828 · Huntington Bank - Trustee Fees
  • Government & public payroll 1% $4,500 · State of Florida

Worth a look 0

Nothing stood out under the current rules.

Context 4

Context Unusual reporting

Net worth $8,914,347; listed items add up to -$133,288

Reported net worth: $8,914,347. Household goods + listed assets − listed liabilities = -$133,288. 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.”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works

Context Income & business ties

Earns from 6 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?

Rule: Several earned-income sources

How this rule works

Context Wealth & holdings

Reports a net worth of $8,914,347 — 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”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works

Context Wealth & holdings

Real estate worth $1,469,382 (16% 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.

Their filings

Businesses they disclosed

Other filings by James Case

FilingReceivedNet worthItems
2025 Form 6 — annual (Commission on Ethics)2026-04-10$13,371,912
2024 Form 6 — annual (Commission on Ethics)2025-05-15$9,730,561
2023 Form 6 — annual (Commission on Ethics) · amended later2024-05-19$7,443,565
2022 Form 6 — annual (Commission on Ethics)2023-05-14$9,228,329

Net worth

Net worth
As of
Household goods (lump sum)

Assets over $1,000 $1,470,782 listed

DescriptionValue

Liabilities over $1,000 $1,754,070 listed

CreditorAddressAmount
Charles Schwab BankPO Box 982605 El Paso, TX 79998$1,754,070

Joint and several liabilities not reported above

Reported as “N/A”.

Income $486,109 listed

Elected to attach federal tax return instead: No

Primary sources

SourceAddressAmount
Florida Retirement SystemP. O. Box 9000, Tallahassee, FL 32315$107,920
State of Florida200 E Gaines St, Tallahassee, FL 32399$4,500
Social SecurityDepartment of Treasury, Washington DC$48,383
Huntington Bank - Trustee FeesP. O. Box 1558, Columbus, OH 43216$17,828
Private Alternative Dispute Resolution Fees205 Palm IS NW, Clearwater, FL 33767$98,125
Manager Fees - Case Family Nevada LLC611 Druid Road E, Suite 105, Clearwater, FL 33756$21,221
Trustee Fees - Nelson H. Case Trust611 Druid Rd E, Suite 105, Clearwater, FL 33756$15,453
Case Family Nevada LLC - James Case .290687 ownership interestSchwab$114,723
James R. Case Living TrustSchwab$8,527
James R. Case IRA Mandatory 2022 DistributionSchwab$24,994
James R Case SEP 2022 Mandatory DistributionSchwab$24,435

Secondary sources (major customers of businesses owned)

Reported as “N/A”.

Interests in specified businesses

Reported as “N/A”.

Signature

Signed by
Date
Filed with COE

Source

Document
Open PDF · original source
Retrieved
2026-10-11T03:00:43+00:00
SHA-256
534de4eaa2792bab6e414aa95390890667840d667cf7fa2790f4ac1953f668e3
Pages
p1 form6 · p2 form6 · p3 form6 · p4 form6
Extraction
parser v0.5.2; 0 value(s) below 80% confidence