2023 Form 6 · annual filing (Commission on Ethics) · received 2024-05-14 · 5 pages (text)
Net worth$2,074,275
Income listed$143,868
Real estate$1,000,0003 properties
Debts listed$55,589
Worth a look0
Net worth over time
Where listed income comes from
Government & public payroll 58% $82,830 · Charlotte County Commission
Investments & retirement 30% $43,838 · Social Security Administration, Raymond James IRA - 2023 RMD
Other / unclassified 12% $17,200 · Northwestern Life - 2023 Invest. Gain, Metropolitan Life - 2023 Invest. Gain, Jackson National Life - 2023 Invest. Gain, Great American Life - 2023 Invest. Gain, Protective Life - 2023 Invest. Gain
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Lists 1 investment account ($248,080) 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 $2,074,275; listed items add up to $2,078,072
Reported net worth: $2,074,275. Household goods + listed assets − listed liabilities = $2,078,072. 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
ContextIncome & 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?
Reports a net worth of $2,074,275 — 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
ContextWealth & holdings
Real estate worth $1,000,000 across 3 properties (48% 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.