2023 Form 6 · annual filing (Commission on Ethics) · received 2024-07-07 · 4 pages (text)
Net worth$5,832,427
Income listed$412,599
Real estate$235,000
Debts listed$330,000
Worth a look0
Net worth over time
Where listed income comes from
Investments & retirement 75% $307,633 · Metropolitan Life Pension Annuity, Social Security, Dividends & Interest
Other / unclassified 15% $61,344 · Carl Marks & Co, Blue Cross Blue Shield MA
Government & public payroll 11% $43,622 · School District Indian River County
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
“Investments” ($5,832,427) doesn't name the institution
Intangible assets should name the entity they relate to.
What to check
Which bank, company or fund is this?
Rule: Asset without a named institution
“Do not list simply "stocks and bonds" or "bank accounts."”2023 Form 6 instructions, Assets (quote not found in this year's instructions) · how this rule works
ContextUnusual reporting
Net worth $5,832,427; listed items add up to $5,837,427
Reported net worth: $5,832,427. Household goods + listed assets − listed liabilities = $5,837,427. 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
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 $5,832,427 — 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.