2023 Form 6 · annual filing (Commission on Ethics) · received 2024-03-13 · 6 pages (text)
Net worth$501,755
Income listed$34,033
Real estate$222,850
Debts listed$0
Worth a look0
Where listed income comes from
Investments & retirement 82% $27,767 · SOCIAL SECURITY
Other / unclassified 18% $6,266 · LONG TERM DISABILITY, JACOB CITY COUNCILMAN STIPEND CHECK
Worth a look 0
Nothing stood out under the current rules.
Context 4
ContextUnusual reporting
Lists CAR separately from the $280,028 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
Net worth $501,755; listed items add up to $878,463
Reported net worth: $501,755. Household goods + listed assets − listed liabilities = $878,463. A difference is normal: net worth also counts assets and debts that aren't listed individually (items under $1,000, credit cards, taxes), and the instructions say subtracting listed liabilities from listed assets won't give an accurate figure in most cases.
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
82% of listed income ($27,767) comes from SOCIAL SECURITY
Listed income totals $34,033 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
ContextWealth & holdings
Lists 2 businesses under “Interests in Specified Businesses”
Listed under “Interests in Specified Businesses”: AMERICAN GENERAL LIFE INSURANCE, MONUMENTAL LIFE INSURANCE COMPANY. 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.