Sen. Marco Rubio, Senate financial disclosure: Annual Report for Calendar 2021, Amendment 1 (filed Aug. 30, 2022)

Summary

This is Amendment 1 to the Annual Report for Calendar 2021 of The Honorable Marco Rubio (Former Senator), filed 08/30/2022. Part 7 on liabilities lists a 2021 joint bridge loan from Benworth Capital Partners LLC, Coral Gables, FL, at 7.5% (1 year) in the range $500,001 - $1,000,000, with the comment "Paid off in full during the reporting period." It also lists two mortgages with Professional Bank, Coral Gables, FL. Part 2 reports a salary of $19,307.94 from Florida International University and partnership distributions of more than $1,000 from JDR Events paid to the spouse. The form answers No for honoraria, gifts, and travel.

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Full text

Source: https://efdsearch.senate.gov/search/view/annual/a9dc3e97-3946-46a5-bc7b-6cbcc0a8cb32/
Publisher: United States Senate, Office of Public Records, Financial Disclosures (eFD)
Retrieved: 2026-09-27T04:29Z. Text of the report page as displayed by eFD (tables flattened to one row per line).

Annual Report for Calendar 2021 (Amendment 1)
The Honorable Marco Rubio (Former Senator)
Filed 08/30/2022 @ 8:31 PM

The following statements were checked before filing:
[x] I certify that the statements I have made on this form are true, complete and correct to the best of my knowledge and belief.
[x] I understand that reports cannot be edited once filed. To make corrections, I will submit an electronic amendment to this report.
[ ] I omitted assets because they meet the three-part test for exemption.

Part 1. Honoraria Payments or Payments to Charity in Lieu of Honoraria
Did any individual or organization pay you or your spouse more than $200, or donate any amount to a charity on your or your spouse’s behalf, for an article, speech, or appearance? No

Part 2. Earned and Non-Investment Income
Did you or your spouse have reportable earned income or non-investment income? Yes
List of payments added to this report
# | Who Was Paid | Type | Who Paid | Amount Paid | Comments
1 | Self | Salary | Florida International University, Miami, FL | $19,307.94 | n/a
2 | Spouse | Partnership Distributions | JDR Events, Miami, FL | > $1,000 | n/a

Part 3. Assets
Did you, your spouse, or dependent child own any asset that had a value of more than $1,000 or generated income of more than $200? Yes
List of assets added to this report
# | Asset | Asset Type | Owner | Value | Income Type | Income
1 | Citibank (Miami, FL) Type: Checking | Bank Deposit | Joint | $50,001 - $100,000 | Interest | None (or less than $201)
2 | Citibank (Miami, FL) Type: Money Market Account | Bank Deposit | Joint | $15,001 - $50,000 | Interest | None (or less than $201)
3 | TD Ameritrade (Omaha, NE) Type: Savings | Bank Deposit | Self | $1,001 - $15,000 | None | None (or less than $201)
4 | KO | Corporate Securities, Stock | Self | $1,001 - $15,000 | Dividends | None (or less than $201)
5 | Scholars Choice 529 Plan, Institution: Scholars Choice | Education Savings Plans, 529 College Savings Plan | Spouse | -- | |
5.1 | Age Based Option: 16-18 CLASS A | Mutual Funds, Mutual Fund | Spouse | $1,001 - $15,000 | None | None (or less than $201)
5.2 | Age Based Option: 16 -18 CLASS B | Mutual Funds, Mutual Fund | Spouse | $1,001 - $15,000 | None | None (or less than $201)
6 | Scholars Choice 529 Plan, Institution: Scholars Choice | Education Savings Plans, 529 College Savings Plan | Spouse | -- | |
6.1 | Age Based Option: 16-18 CLASS A | Mutual Funds, Mutual Fund | Spouse | $1,001 - $15,000 | None | None (or less than $201)
6.2 | Age Based Option: 16-18 CLASS B | Mutual Funds, Mutual Fund | Spouse | None (or less than $1,001) | None | None (or less than $201)
7 | FIU 401(A) Temporary Employee Savings Plan (Bencor) | Retirement Plans, IRA | Self | -- | |
7.1 | Guaranteed Pooled Fund | Mutual Funds, Mutual Fund | Self | $1,001 - $15,000 | None | None (or less than $201)
8 | 4 Year University Tuition Plan, Institution: Florida Prepaid College Plans | Education Savings Plans, 529 Prepaid Tuition | Self | $15,001 - $50,000 | None | None (or less than $201)
9 | 4 Year University Tuition Plan, Institution: Florida Prepaid College Plans | Education Savings Plans, 529 Prepaid Tuition | Self | $15,001 - $50,000 | None | None (or less than $201)
10 | 4 Year University Tuition Plan, Institution: Florida Prepaid College Plans | Education Savings Plans, 529 Prepaid Tuition | Self | $1,001 - $15,000 | None | None (or less than $201)
11 | 4 Year University Tuition Plan, Institution: Florida Prepaid College Plans | Education Savings Plans, 529 Prepaid Tuition | Self | $1,001 - $15,000 | None | None (or less than $201)
12 | Florida Retirement System Pension Plan. Filer comment: The State of Florida does not ascribe a value to this defined benefit pension plan, will receive approximately $1,000 monthly at age 62. | Retirement Plans, Defined Benefit Pension Plan | Self | Unascertainable | None | None (or less than $201)
13 | Live Oak Family Trust | Trust, General Trust | Joint | -- | |
13.1 | Personal Residence. Description: Personal Residence (Miami, FL) | Real Estate, Residential | Joint | $1,000,001 - $5,000,000 | None | None (or less than $201)

Part 4a. Periodic Transaction Report Summary
In this section, electronically filed periodic transaction report (PTR) transactions are displayed for you.

Part 4b. Transactions
Did you, your spouse, or dependent child buy, sell, or exchange an asset where the transaction exceeded $1,000 and was not reported on Part 4a? No

Part 5. Gifts
Did you, your spouse, or dependent child receive any reportable gift during the reporting period? No

Part 6. Travel
Did you, your spouse, or dependent child receive any reportable travel? No

Part 7. Liabilities
Did you, your spouse, or dependent child have a reportable, non-revolving charge account liability worth more than $10,000 at any time or a revolving charge account whose value exceeded $10,000 as of the last day of the reporting period? Yes
List of liabilities added to this report
# | Incurred | Debtor | Type | Points | Rate (Term) | Amount | Creditor | Comments
1 | 2015 | Self | Mortgage | 0 | 4.5% (30 years) | $500,001 - $1,000,000 | Professional Bank, Coral Gables, FL | Paid off during reporting period
2 | 2021 | Joint | Mortgage | 0 | 3.0% (30 years) | $500,001 - $1,000,000 | Professional Bank, Coral Gables, FL | n/a
3 | 2021 | Joint | Other (Bridge Loan) | - | 7.5% (1 year) | $500,001 - $1,000,000 | Benworth Capital Partners LLC, Coral Gables, FL | Paid off in full during the reporting period

Part 8. Positions
Did you hold any reportable outside positions during the reporting period? Yes
List of outside employment added to this report
# | Position Dates | Position Held | Entity | Entity Type | Comments
1 | May 2011 to present | Other (Senior Fellow) | Florida International University, Miami, FL | Educational Organization | n/a

Part 9. Agreements
Did you have any reportable agreement or arrangement with an outside entity? Yes
List of agreements or arrangements added to this report
# | Date | Parties Involved | Type | Status and Terms | Comments
1 | Jan 2012 | Penguin Group USA, New York, NY | Royalty Agreement | Book contract providing for royalty payments of 15% of hardcover edition, 7.5 to 10% of paperback editions, and 25% of audio editions. | n/a
2 | Dec 2013 | Penguin Group USA, New York, NY | Royalty Agreement | Book contract providing for 12.5 to 15% of hardcover editions, 7.5-10% of paperback editions, and 10-25% for audio editions and downloadable audio versions. | n/a
3 | Jan 2000 | Florida Retirement System, Tallahassee, FL | Continuing participation in an employee benefit plan | Florida Retirement System defined benefit pension plan. Will begin receiving monthly payments of approximately $1,000 upon reaching the age of 62. | n/a

Part 10. Compensation
Only required if you are a candidate or this is your first report: Did any person or entity pay more than $5,000 to you or for services provided by you? This is not my first report.

Attachments & Comments
No attachments added.
No comments added.

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