2023 Form 6 · annual filing (Commission on Ethics) · received 2024-07-02 · 6 pages (text)
Net worth$400,700
Income listed$153,239
Real estate$400,0002 properties
Debts listed$110,000
Worth a look0
Net worth over time
Where listed income comes from
Investments & retirement 50% $76,717 · Florida Retirement System
Government & public payroll 48% $74,122 · Walton Board of Commissioners
Other / unclassified 2% $2,400 · King Lake Chapel
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Lists 2017 Nissian truck separately from the $3,000 household-goods total
Personal vehicles, jewelry, art and furnishings can be reported in the household-goods lump sum or itemized. Net worth doesn't appear to count them twice.
What to check
No action needed unless the lump sum also includes these items.
Rule: Household items listed twice
“Describe, and state the value of, each asset you had on the reporting date you selected for your net worth, if the asset was worth more than $1,000 and if you have not already included that asset in the aggregate value of your household goods and personal effects.”2023 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
Lists 2 investment accounts ($38,000) 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 $400,700; listed items add up to $407,700
Reported net worth: $400,700. Household goods + listed assets − listed liabilities = $407,700. 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
ContextUnusual reporting
Net worth rose from $156,100 (2022) to $400,700 (2023) — 2.6×
This 2023 filing reports $400,700; the same person's 2022 filing reported $156,100, a change of $244,600 in 1 year. Listed income for 2023 was $153,239. Inheritances, home values and markets can move net worth a lot, so compare what's listed in each year to see where the change shows up.
What to check
Compare the assets listed in each filing: which items are new or much larger?
“Report your net worth as of”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Lists 1 business under “Interests in Specified Businesses”
Listed under “Interests in Specified Businesses”: Walton County Teacher's Federal Credit Union. That section covers banks, insurers, mortgage and small-loan companies, utilities, alcohol licensees, pari-mutuels and holders of city or county franchises — industries where officials' interests are disclosed separately.
What to check
Check whether the office sought oversees or contracts with these industries.
Look the businesses up on Sunbiz for officers and registered agents.
Rule: Stakes in closely regulated businesses
“The types of businesses covered in this section include: state and federally chartered banks”2023 Form 6 instructions, Interests in Specified Businesses ✓ 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.