2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-03 · 8 pages (text)
Net worth$2,404,198
Income listed$227,607
Real estate$0
Debts listed$380,856
Worth a look0
Net worth over time
Where listed income comes from
Government & public payroll 82% $186,612 · State of Florida
Investments & retirement 18% $40,995 · Social Security Administration
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Lists 2 investment accounts ($1,492,329) 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”2023 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
Net worth $2,404,198; listed items add up to $2,424,324
Reported net worth: $2,404,198. Household goods + listed assets − listed liabilities = $2,424,324. They roughly agree. 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.”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextMissing or incomplete
$1,409,369 of assets itemized in an attachment on pages 6–8 — the totals match
The form says “see attached” for 1 entry, and this copy includes the attachment (pages 6–8). Charles Schwab & Co. IRA-- See Attached Listing of Assets — $1,409,369: matches “» Waddell A. Wallace Ill IRA R/O 1,409,369 '” (page 6).
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”2023 Form 6 instructions, Attachments ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
82% of listed income ($186,612) comes from State of Florida
Listed income totals $227,607 from 2 sources. The largest is classed as government & public payroll.
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”2023 Form 6 instructions, Income ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Reports a net worth of $2,404,198 — 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”2023 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.
Qualifying copies and annual Commission filings are matched to each other by name.
Campaign money
2026 campaign for Circuit Judge, District 4
Raised
$28,200 from 52 contributions
Their own money
$500 given
Largest contributors
WOOLSEY MORCOM, PPLC $1,000
FARAH FARAH $1,000
MORGAN & MORGAN JACKSONVILLE, PLLC $1,000
RUSSELL E. LANNY $1,000
JIMERSON BIRR, P.A. $1,000
From the Division of Elections campaign finance database, retrieved 2026-10-10. Loans and interest aren't counted as raised. Search the records by candidate name · How this is counted
Net worth
Net worth
As of
Household goods (lump sum)
Assets over $1,000 $2,705,181 listed
Description
Value
Liabilities over $1,000 $380,856 listed
Creditor
Address
Amount
Joint and several liabilities not reported above
Reported as “N/A”.
Income $227,607 listed
Elected to attach federal tax return instead:
Primary sources
Source
Address
Amount
Secondary sources (major customers of businesses owned)