2023 Form 6 · annual filing (Commission on Ethics) · received 2024-05-30 · 9 pages (text)
Net worth$9,209,623
Income listed$591,831
Real estate$470,5002 properties
Debts listed$0
Worth a look0
Net worth over time
Where listed income comes from
Investments & retirement 59% $348,308 · IRA Distributions, Social Security, Dodge & Cox Mutual Fund, Fidelity Multi Asset Index Fund, Mutual Discovery Fund, T. Rowe Price Spectrum Fund, Vanguard Intermediate Municiple Bond Fund, Vanguard Balanced Index Fund, Mutual Shares Fund, Pennsylvannia Mutual Fund, T. Rowe Price International Stock Fund, T. Rowe Price Diversified Equity Fund, Vanguard Windsor II Mutual Fund, Vanguard International Growth Fund, Vanguard Star Fund, Vanguard Equity Income Fund, Vanguard Small Cap, Vanguard Wellesley Fund, Vanguard Consumer ETF (held in two Wells Fargo accounts), Vanguard Total Stock maket ETF (held in Wells Fargo and Schwab), Fidelity Treasury Instl, Vanguard Value ETF, Invesco High Yield Equity ETF (held in Wells Fargo and Schwab), Schwab U.S. Dividend ETF, Vanguard High Dividend ETF, Morgan Stanley CD, Fidelity Funds FRXX
Government & public payroll 29% $173,253 · State of Florida
Other / unclassified 11% $63,326 · T. Rowe Price New Era, Southern Company, Automatic Data Processing, Dow, Inc., Honeywell International (held in two Wells Fargo accounts), Illinois Tool Works, Hormel, JM Smucker, Stanley Black & Decker, TC Energy, Unilever, Utilities sector ETF (held in two Wells Fargo accounts), Telus, 3m, UST NTS, Becton Dickinson, Duke Energy, Eaton Corp, Ishares S&P 500 ETF, Ishares Short Term Corp Bond ETF, Johnson & Johson, McCormick & Co, Norfolk Southern, Paychex, Procter & Gamble, Target, Union Pacific, Waste Management, US Treasury Notes
Banking, mortgage & lending 1% $4,481 · Bank of America CD
Real estate 0% $2,462 · Realty Income
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
Lists 42 investment accounts ($2,503,981) 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 $9,209,623; listed items add up to $9,208,710
Reported net worth: $9,209,623. Household goods + listed assets − listed liabilities = $9,208,710. 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 32 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 $9,209,623 — a multimillionaire 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.
Secondary sources (major customers of businesses owned)
Reported as “N/A”.
Interests in specified businesses
Reported as “N/A”.
Companies on the state register
Companies this filing names, as the Division of Corporations lists them. Their role is shown when the filer is an officer or registered agent. A company matched by name only is shown just when it's active. How these are matched