2023 Form 6X · annual filing (Commission on Ethics) · received 2024-06-02 · 9 pages (text)
Amendment. It restates assets, liabilities, joint and several liabilities, income, secondary sources of income and interests in specified businesses. Net worth wasn't amended, so it's shown as originally filed in the Form 6 received 2024-06-02; click those values to open it.
Net worth$4,414,826
Income listed$90,000
Real estate$0
Debts listed$0
Worth a look0
Where listed income comes from
Investments & retirement 100% $90,000 · Income from IRA withdrawls
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Net worth $4,414,826; listed items add up to $1,722,625
Reported net worth: $4,414,826. Household goods + listed assets − listed liabilities = $1,722,625. 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. 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
$1,648,292 of assets itemized in an attachment on pages 5–9 — the totals match
The form says “see attached” for 1 entry, and this copy includes the attachment (pages 5–9). RW Baird Investments (see attachments) — $1,648,292: matches “Total Securities Daily § Change: $0.23 Total Securities Value: $1,555,655.40 Total Account Value: $1,648,291.64” (page 9).
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
100% of listed income ($90,000) comes from Income from IRA withdrawls
Listed income totals $90,000 from 1 source. 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 $4,414,826 — 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
Lists 1 business under “Interests in Specified Businesses”
Listed under “Interests in Specified Businesses”: Park Community 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.