2023 Form 6 · annual filing (Commission on Ethics) · received 2024-05-21 · 4 pages (text)
Amended. The filer later corrected this filing with a Form 6X. The figures used across this site come from the filing as amended; this page shows the original as filed.
Net worth$844,153
Income listed$50,358
Real estate$0
Debts listed$11,075
Worth a look0
Net worth over time
Where listed income comes from
Government & public payroll 88% $44,358 · Charlotte County Public Schools
Insurance 12% $6,000 · Nolan Family Insurance
Worth a look 0
Nothing stood out under the current rules.
Context 3
ContextUnusual reporting
Lists 1 investment account ($12,570) 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 $844,153; listed items add up to $389,487
Reported net worth: $844,153. Household goods + listed assets − listed liabilities = $389,487. A difference is normal: net worth also counts assets and debts that aren't listed individually (items under $1,000, credit cards, taxes), and the instructions say subtracting listed liabilities from listed assets won't give an accurate figure in most cases.
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
88% of listed income ($44,358) comes from Charlotte County Public Schools
Listed income totals $50,358 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
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.