2023 Form 6X · annual filing (Commission on Ethics) · received 2024-06-17 · 5 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$836,728
Income listed$150,035
Real estate$1,250,0002 properties
Debts listed$715,272
Worth a look0
Net worth over time
Where listed income comes from
Investments & retirement 100% $150,035 · State of Florida pension - Retirement System, Social Security, Spouse State of Florida pension - Retirement System, Spouse Social Security
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
Itemizes the $50,000 household-goods total
The household-goods lump sum ($50,000) is also broken down in the asset list (Jewelry and Household furnishings), 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.”2023 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
Lists 1 investment account ($240,000) 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 $836,728; listed items add up to $836,728
Reported net worth: $836,728. Household goods + listed assets − listed liabilities = $836,728 (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.”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Real estate worth $1,250,000 across 2 properties (149% 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.