2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-27 · 54 pages (text)
Net worth$1,477,668
Income listedtax return
Real estate$600,503
Debts listed$403,008
Worth a look1
Net worth over time
Worth a look 1
Worth a lookMissing or incomplete
$714,478 of assets itemized in an attachment on pages 5, 20–30, 32–54; $659,425 of it isn't found there
The form says “see attached” for 3 entries, and this copy includes the attachment (pages 5, 20–30, 32–54). JP Morgan Chase investments (see attachments of itemized holdings) — $659,425: no matching amount found on the attachment; E Trade investments (see attachments for itemized holdigs) — $49,531: matches “TOTAL VALUE 109.00% $20,928.50 $49,531.76 $25,954.73 $335.22 0.68%” (page 52); Schwab investments (see attachments for itemized holdings) — $5,522: matches “$5,249.18 $0.00 $0.00 $0.00 $272.68 $5,521.86 $3,210.06 $2,249.42” (page 54). An entry with no matching amount may be on a page that isn't in this copy, or the attachment may total it differently (or OCR misread it) — compare the page with the form.
What to check
Open the attachment page to see the individual holdings behind each total.
Compare the unmatched entries with the attachment, and with the filer's annual filing.
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
Context 3
ContextUnusual reporting
Lists personal automobile separately from the $150,000 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.”2023 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
Net worth $1,477,668; listed items add up to $1,477,668
Reported net worth: $1,477,668. Household goods + listed assets − listed liabilities = $1,477,668. 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
ContextWealth & holdings
Reports a net worth of $1,477,668 — 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
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.