2023 Form 6 · annual filing (Commission on Ethics) · received 2024-04-19 · 17 pages (text)
Net worth$2,426,414
Income listed$184,716
Real estate$621,8164 properties
Debts listed$0
Worth a look1
Net worth over time
Where listed income comes from
Government & public payroll 95% $176,316 · State of Florida, Office of State Ct, Administrator
Real estate 5% $8,400 · Deen Lancaster Realty, Inc. (rental income)
Worth a look 1
Worth a lookMissing or incomplete
$706,518 of assets itemized in an attachment on pages 9–17; $552,107 of it isn't found there
The form says “see attached” for 2 entries, and this copy includes the attachment (pages 9–17). Investment Accounts with LPL Financial (see attached list) — $552,107: no matching amount found on the attachment; Deferred Compensation Plan St of FL Nationwide (see attached list) — $154,411: matches “Total $147,252.90 $6,000.00 $0.00 $0.00 $1,189.90 -$31.60 $0.00 $154,411.20” (page 15). 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 2 investment accounts ($283,896) 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 $2,426,414; listed items add up to $2,432,582
Reported net worth: $2,426,414. Household goods + listed assets − listed liabilities = $2,432,582. 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
95% of listed income ($176,316) comes from State of Florida, Office of State Ct, Administrator
Listed income totals $184,716 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 $2,426,414 — 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 $621,816 across 4 properties (26% 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.
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