2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-10 · 5 pages (text)
Net worth$371,300
Income listed$81,568
Real estate$435,0002 properties
Debts listed$142,000
Worth a look0
Where listed income comes from
Other / unclassified 89% $72,350 · Okaloosa Academy
Government & public payroll 6% $5,218 · City of Ft. Walton Beach
Real estate 5% $4,000 · Rental Property - 18 Okahatchee Cir. Ft. Walton Beach, FL
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Lists Guns, Clothing, Furniture separately from the $512,800 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 1 investment account ($13,000) 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 $371,300; listed items add up to $885,100
Reported net worth: $371,300. Household goods + listed assets − listed liabilities = $885,100. The difference matches the household goods, which the filer may have left out of net worth.
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
89% of listed income ($72,350) comes from Okaloosa Academy
Listed income totals $81,568 from 3 sources. The largest is classed as other / unclassified.
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
ContextIncome & business ties
Earns from 3 separate employers or businesses
Several distinct earned-income sources (excluding investments, retirement and Social Security).
What to check
Are any of these sources connected to each other or to the office sought?
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.