2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-22 · 8 pages (text)
Net worth$2,206,239
Income listed$185,616
Real estate$1,500,000
Debts listed$49,413
Worth a look1
Net worth over time
Where listed income comes from
Government & public payroll 97% $180,616 · State of Florida
Other / unclassified 3% $5,000 · Nova Southeastern University
Worth a look 1
Worth a lookMissing or incomplete
$438,395 of assets itemized in an attachment on pages 5–8; $427,017 of it isn't found there
The form says “see attached” for 4 entries, and this copy includes the attachment (pages 5–8). FRS Investment Plan(See Attached) — $91,811: no matching amount found on the attachment; Wells-Fargo IRA(See Attached) — $219,355: no matching amount found on the attachment; Wells-Fargo Roth (See Attached) — $115,851: no matching amount found on the attachment; Charles Schwab(See Attached) — $11,378: matches “SPDR DOW JONES INDL ETF DIA 47.000 $11,158.21” (page 7) — within $220, likely rounding. An entry with no matching amount may be on a page that isn't in this copy, or the attachment may total it differently (or OCR misread it) — compare the page with the form.
What to check
Open the attachment page to see the individual holdings behind each total.
Compare the unmatched entries with the attachment, and with the filer's annual filing.
Rule: Itemized in an attachment
“A filer may include and submit attachments or other supporting documentation when filing”2023 Form 6 instructions, Attachments ✓ quoted from the saved instructions · how this rule works
Context 5
ContextUnusual reporting
Lists Automobile Lease Value, 2023 Automobile separately from the $100,000 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 $2,206,239; listed items add up to $2,206,239
Reported net worth: $2,206,239. Household goods + listed assets − listed liabilities = $2,206,239. They roughly agree. 1 listed item(s) have no amount, so the comparison is incomplete.
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
97% of listed income ($180,616) comes from State of Florida
Listed income totals $185,616 from 2 sources. The largest is classed as government & public payroll.
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 $2,206,239 — 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 $1,500,000 (68% 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
Some of what this filing reports stands out. 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.