2023 Form 6 · annual filing (Commission on Ethics) · received 2024-05-31 · 5 pages (text)
Net worth$4,082,513
Income listed$659,603
Real estate$810,0002 properties
Debts listed$78,945
Worth a look0
Where listed income comes from
Investments & retirement 80% $525,012 · Florida Retirement System, Bank of America Bethesda Retirement, Social Security, Dividend Income Home Depot, Dividend Income JNJ, Dividend Income Microsoft, Dividend Income Pepsico, Interest Income, Capital Gains on Stock Sales
Government & public payroll 13% $83,844 · Town of Hypoluxo
Other / unclassified 8% $50,747 · American United Life RMD
Worth a look 0
Nothing stood out under the current rules.
Context 3
ContextUnusual reporting
Lists Automobiles separately from the $30,000 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 $4,082,513; listed items add up to $4,082,513
Reported net worth: $4,082,513. Household goods + listed assets − listed liabilities = $4,082,513. 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
Reports a net worth of $4,082,513 — 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.