2023 Form 6 · annual filing (Commission on Ethics) · received 2024-05-21 · 5 pages (text)
Net worth$194,683
Income listedtax return
Real estate$129,000
Debts listed$82,209
Worth a look0
Where listed income comes from
Other / unclassified 97% $87,861 · AT&T INC, See Attached
Government & public payroll 3% $3,185 · Town of LEE
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Lists 1 investment account ($4,992) 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
“Bank Account” ($13,158) doesn't name the institution
Intangible assets should name the entity they relate to.
What to check
Which bank, company or fund is this?
Rule: Asset without a named institution
“Do not list simply "stocks and bonds" or "bank accounts."”2023 Form 6 instructions, Assets (quote not found in this year's instructions) · how this rule works
ContextUnusual reporting
Net worth $194,683; listed items add up to $117,467
Reported net worth: $194,683. Household goods + listed assets − listed liabilities = $117,467. Net worth roughly equals the listed assets before debts — the debts may not have been subtracted.
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
97% of listed income ($87,861) comes from AT&T INC
Listed income totals $91,046 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.