2023 Form 6 · annual filing (Commission on Ethics) · received 2024-04-12 · 6 pages (text)
Net worth$1,389,058
Income listed$294,050
Real estate$0
Debts listed$36,127
Worth a look0
Net worth over time
Where listed income comes from
Government & public payroll 63% $184,311 · State of Florida
Investments & retirement 37% $107,842 · Wells Fargo Brokerage/AT&T, Wells Fargo Brokerage/American Mutual Fund Inc. CL A, Wells Fargo Brokerage/Lord Abbett DB-Deb A LBDNX, Wells Fargo Brokerage/Lord Abbett TR Short Duration High Yield FD CLA LSYAX, Vanguard Total Stock Market Index, Wells Fargo Brokerage/Lord Abbett Invt TR Floating Rate FD, Wells Fargo Brokerage/John Hancock Investment Grade Bond FD, Wells Fargo Brokerage/Thornburg Limited Term Income Fund CL A, Wells Fargo Brokerage/Am Cap Fund CL A, Wells Fargo Brokerage/American Mutual Fund Inc. CL A, Wells Fargo Brokerage/Growth Fund of America CL A, Wells Fargo Brokerage/MFS SER TR Value Fund CL A, Wells Fargo Brokerage/Mainstay Winslow Large Cap Growth Fund CL A
Other / unclassified 1% $1,897 · T. Rowe Price
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
Lists 30 investment accounts ($884,784) 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 $1,389,058; listed items add up to $1,389,058
Reported net worth: $1,389,058. Household goods + listed assets − listed liabilities = $1,389,058. 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
63% of listed income ($184,311) comes from State of Florida
Listed income totals $294,050 from 15 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 $1,389,058 — 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.