2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-07 · 95 pages (text)
Net worth$16,234,296
Income listed$827,561
Real estate$2,011,500
Debts listed$869,782
Worth a look0
Net worth over time
Where listed income comes from
Investments & retirement 96% $794,892 · Foundation Risk Partners, Corp
Government & public payroll 4% $29,697 · Florida House of Representatives
Other / unclassified 0% $2,972 · 115 South Palmetto, LLC
Worth a look 0
Nothing stood out under the current rules.
Context 7
ContextUnusual reporting
Lists 2 investment accounts ($1,365,713) 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 $16,234,296; listed items add up to $15,658,278
Reported net worth: $16,234,296. Household goods + listed assets − listed liabilities = $15,658,278. 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
$2,090,547 of assets itemized in an attachment on pages 8–20, 22–29, 31–46, 48–58, 60–62, 64–68, 70–95 — the totals match
The form says “see attached” for 4 entries, and this copy includes the attachment (pages 8–20, 22–29, 31–46, 48–58, 60–62, 64–68, 70–95). Tom Leek IRA Managed - See attached — $1,071,185: matches “TOTAL ASSETS $1,071,184.88 $1,035,240.32” (page 71); Tom Leek Managed Acct - See attached — $511,577: matches “Cl osing in Vy Value 0 s/s) 1 851087726 $511,577.26 | TOTAL Subtotal ASSETS (Long Portfolio) $511,577.26 517,577.26 $500,035.25 500,035.25” (page 8); Fidelity 401k - See attached — $294,529: matches “Account Totals $292,787.82 $294,528.53 /” (page 60); Tom Leek Non-managed account - See attached — $213,256: matches “Closing . Value 5/3) $213,256.29 oe ce { TOTAL Subtotal ASSETS (Long ] Portfotio} $213,256.29 213,256.29 $212,153.23 212,153.23” (page 64).
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
96% of listed income ($794,892) comes from Foundation Risk Partners, Corp
Listed income totals $827,561 from 3 sources. The largest is classed as investments & retirement.
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 $16,234,296 — 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
ContextWealth & holdings
Real estate worth $2,011,500 (12% 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
ContextWealth & holdings
Lists 1 business under “Interests in Specified Businesses”
Listed under “Interests in Specified Businesses”: Foundation Risk Partners, Corp. 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
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
#1 Name
Address
Activity
Position
Owns > 5%
Nature of ownership
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