Investments & retirement 27% $60,452 · Defense Finance and Accounting Service (Military Retired Pay), PIMCO INCOME FUND INSTITUTIONAL FUND, UTILITIES SELECT SECTOR SPDR FUND, VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF
Government & public payroll 25% $54,745 · School Board of Levy County
Other / unclassified 10% $21,678 · Cedar Key Coffee, LLC (Owner), INTERNATIONAL BUS MACH CORP, PROCTER AND GAMBLE CO COM, LIVE OAK BKG CO NC CD, AMERICAN INVESTMNT CO OF AMERICA CL A, AMERICAN NEW PERSPECTIVE CLASS A, EATON VANCE FLOATING RATE CLASS I, ISHARES MSCI EAFE ETF, ISHARES TR IBOXX HI YD ETF
Banking, mortgage & lending 1% $1,494 · AMERICAN CAPITAL INCOME BUILDER CL A
Worth a look 0
Nothing stood out under the current rules.
Context 5
ContextUnusual reporting
Lists Vehicle - 2008 Lexus SC 430, Vehicle - Ford F150 Platinum, Golf Cart - Club Car separately from the $10,000 household-goods total
Personal vehicles, jewelry, art and furnishings can be reported in the household-goods lump sum or itemized. Net worth doesn't appear to count them twice.
What to check
No action needed unless the lump sum also includes these items.
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
Lists 3 investment accounts ($97,768) 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 $2,738,982; listed items add up to $2,743,982
Reported net worth: $2,738,982. Household goods + listed assets − listed liabilities = $2,743,982. 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
Earns from 12 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 $2,738,982 — 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
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.
Secondary sources (major customers of businesses owned)
Interests in specified businesses
Reported as “N/A”.
Companies on the state register
Companies this filing names, as the Division of Corporations lists them. Their role is shown when the filer is an officer or registered agent. A company matched by name only is shown just when it's active. How these are matched