2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-10 · 5 pages (text)
Net worth$682,183
Income listed$17,000
Real estate$650,000
Debts listed$254,963
Worth a look0
Where listed income comes from
Government & public payroll 100% $17,000 · City of Alachua
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
Lists 2 investment accounts ($277,146) 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 $682,183; listed items add up to $732,183
Reported net worth: $682,183. Household goods + listed assets − listed liabilities = $732,183. 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
100% of listed income ($17,000) comes from City of Alachua
Listed income totals $17,000 from 1 source. The largest is classed as government & public payroll.
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
Lists 1 business under “Interests in Specified Businesses”
Listed under “Interests in Specified Businesses”: Edward Jones Investments, LLC. 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.