2023 Form 6 · annual filing (Commission on Ethics) · received 2024-05-04 · 10 pages (text)
Net worth$7,793,745
Income listed$260,710
Real estate$1,563,2722 properties
Debts listed$0
Worth a look0
Where listed income comes from
Investments & retirement 87% $225,798 · Social Security, LPL Ordinary Dividends, LPL Exempt Int Dividends, LPL Spec Priv Activity Bond Int Dividends, LPL Qualified Dividends, LPL Cap Gains Distribution, LPL Non Dividend Distribution, LPL Sec 199A Dividends
Other / unclassified 9% $24,327 · Lincoln Nat'l Life, Nutrien/BNY Mellon
Government & public payroll 4% $10,585 · City of DeBary
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Net worth $7,793,745; listed items add up to $2,852,483
Reported net worth: $7,793,745. Household goods + listed assets − listed liabilities = $2,852,483. 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
Assets itemized in an attachment on pages 6–9
The form says “see attached” for 1 entry, and this copy includes the attachment (pages 6–9).
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
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?
Reports a net worth of $7,793,745 — 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 $1,563,272 across 2 properties (20% 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
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.