2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-21 · 12 pages (text)
Net worth$1,133,877
Income listed$181,104
Real estate$550,000
Debts listed$207,864
Worth a look1
Net worth over time
Where listed income comes from
Government & public payroll 86% $155,198 · Salary from State of Florida
Investments & retirement 7% $13,106 · Pershing LLC (aka CUSO Financial Services, LLP) (3 Accounts combined) Ordinary Dividends and Long Term Capital Gains; See also Attachment A-2, Old National Wealth Management (interest, Ordinary Dividends and Long Term Capital Gains combined), Northwestern Mutual Wealth Management (Ordinary Dividends and Long Term Capital Gains)
Real estate 7% $12,800 · Rent from Garage Apartment (detached)
Other / unclassified 0% $0 · See Attached
Worth a look 1
Worth a lookMissing or incomplete
$277,422 of assets itemized in an attachment on pages 6–7, 9–12; $277,422 of it isn't found there
The form says “see attached” for 1 entry, and this copy includes the attachment (pages 6–7, 9–12). Northwestern Mutual Wealth Management Company Account Portfolio Summary - See Attachment A for individual securities, bonds etc. — $277,422: no matching amount found on the attachment. 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 1 investment account ($8,772) 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 $1,133,877; listed items add up to $1,291,886
Reported net worth: $1,133,877. Household goods + listed assets − listed liabilities = $1,291,886. 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. 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
86% of listed income ($155,198) comes from Salary from State of Florida
Listed income totals $181,104 from 6 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
ContextIncome & business ties
Earns from 3 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 $1,133,877 — 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
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.