2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-06 · 16 pages (text)
Net worth$9,130,707
Income listed$599,057
Real estate$3,071,2348 properties
Debts listed$698,544
Worth a look0
Where listed income comes from
Other / unclassified 83% $494,896 · UKG, BARBERS HILL TX INDPT SC BE/R/, ABBVIE INC COM PAID ON 350, AMER ELECTRIC POWER CO PAID ON 625, AGNC INVT CORP REIT PAID ON 1660, BROADCOM INC PAID ON 90, CALIFORNIA ST VAR PURP G BE/R/ AS OF 10/01/23, ILLINOIS ST SR A BE/R/, BHP GROUP LTD SPON ADR PAID ON 975, ADAMS 12 FIVE STAR SCHS COLOR SR B BE/R/, ILLINOIS ST BE/R/, ILLINOIS ST BE/R/, NEW MEXICO ST BE/R/, LAMAR TX CONS IND SCH PERMA BE/R/, BROWARD CNTY FL SCH BRD, CHEVRON CORP PAID ON 375, OREGON ST FOR PREVIOUS I BE/R/, DOW INC PAID ON 1100, DUKE ENERGY CORP NEW PAID ON 600, WAKE CNTY NC FOR ISSU ES SR A BE/R/, PENNSYLVANIA ECON DE V F A-1 RV BE/R/, HUNTINGTON BANCSHARES PAID ON 5200, INTL BUSINESS MACH PAID ON 450, COCA COLA CO COM PAID ON 925, NATIONAL GRID PLC SPON ADR, PFIZER INC PAID ON 1400, PHILLIPS 66 PAID ON 600, PIONEER NAT RES CO PAID ON 300, RAYTHEON TECHNOLOGIES CORP, ISHARES 0-3 MNTH TREASRY BOND ETF, SIMON PPTY GROUP INC SBI PAID ON 550, S&P GLOBAL INC PAID ON 3000, AT&T INC PAID ON 148, WILLIAMS COS INC (DEL) PAID ON 1950, W P CAREY INC REIT PAID ON 725, XCEL ENERGY INC PAID ON 5418, UKG, BARBERS HILL TX INDPT SC BE/R/, ABBVIE INC COM PAID ON 350, AMER ELECTRIC POWER CO PAID ON 625, AGNC INVT CORP REIT PAID ON 1660, BROADCOM INC PAID ON 90, CALIFORNIA ST VAR PURP G BE/R/ AS OF 10/01/23, ILLINOIS ST SR A BE/R/, BHP GROUP LTD SPON ADR PAID ON 975, ADAMS 12 FIVE STAR SCHS COLOR SR B BE/R/, ILLINOIS ST BE/R/, ILLINOIS ST BE/R/, NEW MEXICO ST BE/R/, LAMAR TX CONS IND SCH PERMA BE/R/, BROWARD CNTY FL SCH BRD, CHEVRON CORP PAID ON 375, OREGON ST FOR PREVIOUS I BE/R/, DOW INC PAID ON 1100, DUKE ENERGY CORP NEW PAID ON 600, WAKE CNTY NC FOR ISSU ES SR A BE/R/, PENNSYLVANIA ECON DE V F A-1 RV BE/R/, HUNTINGTON BANCSHARES PAID ON 5200, INTL BUSINESS MACH PAID ON 450, COCA COLA CO COM PAID ON 925, NATIONAL GRID PLC SPON ADR, PFIZER INC PAID ON 1400, PHILLIPS 66 PAID ON 600, PIONEER NAT RES CO PAID ON 300, RAYTHEON TECHNOLOGIES CORP, ISHARES 0-3 MNTH TREASRY BOND ETF, SIMON PPTY GROUP INC SBI PAID ON 550, S&P GLOBAL INC PAID ON 3000, AT&T INC PAID ON 148, WILLIAMS COS INC (DEL) PAID ON 1950, W P CAREY INC REIT PAID ON 725, XCEL ENERGY INC PAID ON 5418
Government & public payroll 5% $30,000 · Town of Southwest Ranches, Town of Southwest Ranches
Banking, mortgage & lending 5% $27,464 · UBS BANK USA CORE SAVINGS, PRUDENTIAL FINANCIAL INC PAID ON 725, UBS BANK USA CORE SAVINGS, PRUDENTIAL FINANCIAL INC PAID ON 725
Real estate 2% $11,750 · MARYLAND ST DEPT TRANSN SR B RV BE/R/, MARYLAND ST FOR ISSUES D SR A BE/R/, MARYLAND ST DEPT TRANSN SR B RV BE/R/, MARYLAND ST FOR ISSUES D SR A BE/R/
Health care 0% $2,143 · UNITEDHEALTH GROUP INC PAID ON 125, UNITEDHEALTH GROUP INC PAID ON 125
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
Net worth $9,130,707; listed items add up to $18,226,414
Reported net worth: $9,130,707. Household goods + listed assets − listed liabilities = $18,226,414. A difference is normal: net worth also counts assets and debts that aren't listed individually (items under $1,000, credit cards, taxes), and the instructions say subtracting listed liabilities from listed assets won't give an accurate figure in most cases.
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 86 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 $9,130,707 — 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
ContextWealth & holdings
Real estate worth $3,071,234 across 8 properties (34% 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.
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