2023 Form 6X · annual filing (Commission on Ethics) · received 2024-02-08 · 4 pages (text)
Another copy of this amendment is also on file (2024-01-27). Assets, liabilities, joint and several liabilities, income, secondary sources of income and interests in specified businesses weren't amended, so they're shown as originally filed in the Form 6X received 2024-01-27; click those values to open it.
Net worth$3,416,154
Income listed$36,444
Real estate$2,025,0002 properties
Debts listed$0
Worth a look0
Where listed income comes from
Investments & retirement 76% $27,659 · Social Security Benefits
Government & public payroll 24% $8,785 · City of South Pasadena, FL
Worth a look 0
Nothing stood out under the current rules.
Context 6
ContextUnusual reporting
Lists Vehicle - 2020 Ford Ranger, Vehicle - Mazda CX-5 separately from the $25,000 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
Lists 4 investment accounts ($126,552) 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 $3,416,154; listed items add up to $3,367,344
Reported net worth: $3,416,154. Household goods + listed assets − listed liabilities = $3,367,344. 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
76% of listed income ($27,659) comes from Social Security Benefits
Listed income totals $36,444 from 2 sources. The largest is classed as investments & retirement.
What to check
Who is this source, and does it have business before the office sought?
If the filer owns it, check the business section and secondary income.
Rule: Where the money comes from
“List the name of each source of income that provided you with more than $1,000 of income during”2023 Form 6 instructions, Income ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Reports a net worth of $3,416,154 — 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 $2,025,000 across 2 properties (59% 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.