2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-27 · 107 pages (text)
Net worth$6,059,200
Income listed$877,888
Real estate$748,0002 properties
Debts listed$0
Worth a look0
Where listed income comes from
Other / unclassified 79% $689,896 · Allender & Allender, PA, Canaveral Port Authority, Allender & Allender, PA - business income
Investments & retirement 19% $168,792 · American Century - dividends, Morgan Stanley - dividends, Oakmark Funds - dividends, Oakmark Funds - Capital Gains, American Century - Capital Gains, Morgan Stanley - Capital Gains, Edwards Jones - Interest income, Space Coast Credit Union - Interest income, Mr. & Mrs. Brandon Kottkamp - mortgage interest, Matthew Olmsted - mortgage interest, Social Security - retirement benefits, Florida Retirement System - retirement, Morgan Stanley - IRA/Simple Plans
Real estate 2% $19,200 · Rental Income - net
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
Net worth $6,059,200; listed items add up to $6,061,200
Reported net worth: $6,059,200. Household goods + listed assets − listed liabilities = $6,061,200. 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
ContextMissing or incomplete
$2,127,603 of assets itemized in an attachment on pages 6–17, 19–21, 23–24, 26–41, 43–44, 46–53, 56–60, 62–73, 75–77, 79–80, 82–84, 86–90, 92–107 — the totals match
The form says “see attached” for 5 entries, and this copy includes the attachment (pages 6–17, 19–21, 23–24, 26–41, 43–44, 46–53, 56–60, 62–73, 75–77, 79–80, 82–84, 86–90, 92–107). Oakmark Funds - statement attached — $353,693: matches “Reyinning Value oO $353,693.56 J $353,693.56 questions, please call us at the £-800 number listed above.” (page 6); Fortitude - annuity - see attached statement — $81,693: matches “As of December 31, 2023 $81,693.19 $81,693.19” (page 107); Mission Square - retirement acct - see attached — $90,091: matches “Total Portfolio $82,826.35 $1,949.03 $0.00 $0.00 -$84.22 $5,400.19 $90,091.35” (page 105); Morgan Stanley - see attached statement — $569,896: matches “TOTAL ENDING VALUE $569,896.80 $569,896.80 430 dec JAN FEB - MAR AUG SEP OCT NOV DEC” (page 76); Morgan Stanley - see attached statement — $1,032,230: matches “TOTAL FOR ALL ACCOUNTS $987,972 $(636) — $44,895 $1,032,230 $18,497 $(20,479) $97,869” (page 19).
What to check
Open the attachment page to see the individual holdings behind each total.
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
ContextIncome & business ties
Earns from 4 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 $6,059,200 — 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
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