2023 Form 6 · annual filing (Commission on Ethics) · received 2024-05-27 · 4 pages (text)
Net worth$573,000
Income listed$34,668
Real estate$300,000
Debts listed$0
Worth a look0
Where listed income comes from
Investments & retirement 60% $20,940 · Social Security Income
Government & public payroll 20% $6,864 · City of Milton Florida
Banking, mortgage & lending 20% $6,864 · Interst on CD's at Hancock Whitney Bank
Worth a look 0
Nothing stood out under the current rules.
Context 3
ContextUnusual reporting
Itemizes the $30,000 household-goods total
The household-goods lump sum ($30,000) is also broken down in the asset list (Personal Jewelry (Rings, Necklaces, Bracelets, Watches)), and the items add up exactly to it — a breakdown, which is how many filers do it. Net worth doesn't appear to count them twice.
What to check
No action needed.
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
Net worth $573,000; listed items add up to $573,000
Reported net worth: $573,000. Household goods + listed assets − listed liabilities = $573,000 (after removing the items counted twice). They roughly agree.
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
60% of listed income ($20,940) comes from Social Security Income
Listed income totals $34,668 from 3 sources. 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
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.