2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-04 · 6 pages (text)
Net worth$2,779,577
Income listed$324,679
Real estate$650,000
Debts listed$86,085
Worth a look0
Net worth over time
Where listed income comes from
Investments & retirement 85% $275,771 · TOWN OF PALM BEACH PENSION, Social Security Administration, Florida Retirement System (FRS Pension), Wells Fargo Bank (Premier Savings)(Interest), FRANKLIN INCOME A1 (Ordinary Dividends), PIONEER MULTI ASST INC C (Ordinary Dividends), AMER FDS WASH MUTUAL A (Capital Gain Distribution), FRANKLIN FEDERAL TAX A1 (Exempt Interest- Dividends), MFS MULTI ST MUN AL FD A (Exempt Interest-Dividends), (457B) DODGE & COX INCOME X Bond Fund (Gain), (457B) MissionSquare Inflation Focused R10 Bond Fund (Gain), (457B) VANGUARD TARGET RETIREMENT 2025 INVESTOR Asset Allocation Fund (Gain), (457B) VANGUARD TARGET RETIREMENT 2030 INVESTOR Asset Allocation Fund (Gain), (457B) FIDELITY LARGE CAP GROWTH IDX INST PREM (Gain), (457B) Vanguard 500 Index Admiral (Stock Fund) (Gain), (RHS) DODGE & COX INCOME X Bond Fund (Gain)
Other / unclassified 14% $44,804 · (457B) BYN MELLON Dynamic Value Class Y (Gain), (457B) MissionSquare Small Cap Discovery R10 (Gain), (457B) MSQ AMG TIMESSQUARE MID CAP GR R5 (Gain), (457B) MSQ DIVERSIFIED INTERNATIONAL R5 (Gain), (RHS) BNY MELLON DYNAMIC VALUE CLASS Y (Gain)
Net worth $2,779,577; listed items add up to $2,705,886
Reported net worth: $2,779,577. Household goods + listed assets − listed liabilities = $2,705,886. 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 6 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 $2,779,577 — 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.