2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-06 · 42 pages (text)
Net worth$1,734,436
Income listed$445,858
Real estate$1,182,000
Debts listed$741,705
Worth a look1
Net worth over time
Where listed income comes from
Investments & retirement 56% $250,000 · Fidelity IRA Distribution
Government & public payroll 43% $191,163 · State of Florida
Other / unclassified 1% $2,695 · Greater Naples Officials Association
Law 0% $2,000 · Ave Maria Law School
Worth a look 1
Worth a lookMissing or incomplete
$1,148,010 of assets itemized in an attachment on pages 5–42; $1,148,010 of it isn't found there
The form says “see attached” for 1 entry, and this copy includes the attachment (pages 5–42). Fidelity IRA (see attached) — $1,148,010: no matching amount found on the attachment. An entry with no matching amount may be on a page that isn't in this copy, or the attachment may total it differently (or OCR misread it) — compare the page with the form.
What to check
Open the attachment page to see the individual holdings behind each total.
Compare the unmatched entries with the attachment, and with the filer's annual filing.
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
Context 4
ContextUnusual reporting
Net worth $1,734,436; listed items add up to $1,793,157
Reported net worth: $1,734,436. Household goods + listed assets − listed liabilities = $1,793,157. 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
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 $1,734,436 — 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
Real estate worth $1,182,000 (68% 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
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.