2023 Form 6 · annual filing (Commission on Ethics) · received 2024-05-25 · 5 pages (text)
Net worth$634,000
Income listed$153,830
Real estate$750,000
Debts listed$226,000
Worth a look0
Where listed income comes from
Investments & retirement 62% $95,423 · TRANSAMERICA RETIREMENT SOLUTIONS, DST AMS AGT FOR RETIREMENT SOLUTIONS, FLORIDA RETIREMENT SYSTEM, SOCIAL SECURITY
Other / unclassified 21% $32,491 · FPS TRUST COMPANY
Government & public payroll 9% $13,211 · Village of Estero
Banking, mortgage & lending 8% $12,706 · FIFTH THIRD BANK
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
“Savings” ($20,000) 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
All 4 asset values are round numbers
Every listed asset is valued in round thousands, which suggests estimates rather than statements or appraisals. That's allowed, but it makes the totals less precise.
What to check
Are bank or brokerage balances (which are exact) rounded too?
Net worth $634,000; listed items add up to $684,000
Reported net worth: $634,000. Household goods + listed assets − listed liabilities = $684,000. 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
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.