2023 Form 6 · annual filing (Commission on Ethics) · received 2025-06-19 · 11 pages (text)
Net worth$68,050,835
Income listed$1,395,087
Real estate$0
Debts listed$0
Worth a look1
Net worth over time
Where listed income comes from
Other / unclassified 78% $1,086,935 · gain on Texas Instruments, gain on Apple call options, gain on Apple call options, gain on Fith Third option, gain on Fith Third option, gain on META call options, gain on META call options, gain on META call options, gain on META call options, gain on META call options, gain on TXN call options, gain on TXN call options, gain on TXN call options, gain on TXN call options, gain on TXN call options, gain on TXN call options, gain on TXN call options, Altria, Apple, JEPI, JEPQ, Lockeed Martin, Philip Morris, SPYI, Texas Instruments, QQQY, Verizon, Walgreens Boots Alliance, Cedar Fair LP, gain on META sale, QQQY, JEPY, JEPQ, Apple, Lockeed Martin, Starbucks, Walgreens Boots Alliance, SPYI, QQQY, IWMY, SPYI, Starbucks, IWMY, Etrade Apple, Bristol Myers, Chevron, Devon Energy, McDonalds, Microsoft, Starbucks, VanEck Oil Services ETF, gain on META call options, gain on sale of Henry Schein Inc, gain on sale of Thermo Fisher, gain on sale of VMW, gain on META call options, gain on META call options, gain on META call options, gain on META call options, gain on META call options, gain on sale of Paypal, sale of TSLA stock via option assignment, sale of Dicks sporting goods stock via option assignment, Etrade MS Apple, Etrade MS Apple, Altria, JEPQ, JEPI, bristol myers, cvx, devon energy, XOM, Ford, LLY, MCD, MSFT, Philip Morris, Qualcomm, Slect SPDR Trust, SBUX, UPS, VALE, VZ, WBA, SPG, BGS, Altaba stock liquidation, Wells Fargo acct - ATT, AEP, WBA, GS acct- WBA
Investments & retirement 22% $301,137 · apple stock sale, SCHWAB FUNDS VALUE ADVANTAGE, TD Cash Interest, Energ Select SPDR fund, Morgan Stanley Bank, ETrade - MS interest on deposits, GS acct interest on depositi
Banking, mortgage & lending 1% $7,015 · TD gain on Fifth Third Bank
Worth a look 1
Worth a lookUnusual reporting
2 entries are withheld entirely ($1,175,000, 2% of net worth)
In the public copy, the whole description of 2 asset entries is redacted, so the public can't tell what they are. Partial redactions (an account number, or an exempt official's home address next to a named item) are common; this is the whole entry.
What to check
Compare with the filer's other filings, which may describe the same items.
The Commission on Ethics holds the unredacted filing.
Rule: Entries withheld entirely
“Describe, and state the value of, each asset you had on the reporting date”2023 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
Context 6
ContextUnusual reporting
Lists car: 2010 Lexus HS 250 hybrid (approx 128k miles) separately from the $25,000 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 ($18,633) 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 $68,050,835; listed items add up to $70,941,739
Reported net worth: $68,050,835. Household goods + listed assets − listed liabilities = $70,941,739. 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 92 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?
Some of what this filing reports stands out. 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)
Reported as “N/A”.
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