Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $849.2 M - $1.7 B
Salary
  • salary
    Unknown
Employment
  • Started 10/06/2021

Financial Disclosure Details - OGE Form 278e (05/05/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Tallahassee, Florida
Vice-Chair
10/2021
2
Gainesville, Florida
Council of Advisors
10/2021
3
Tallahassee, Florida
Board of Directors
10/2021
4
Tampa, Florida
Executive Board
9/2021
5
Miami, Florida
Trustee
Present
6
Miami, Florida
Trustee
Present
7
Miami, Florida
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Florida Retirement System, defined contribution plan
1.1
FRS U.S. Bond Enhanced Index Fund (80)
$1,001 - $15,000
None (or less than $201)
1.2
FRS U.S. Stock Market Index Fund (120)
$15,001 - $50,000
None (or less than $201)
1.3
FRS U.S. Stock Fund (340)
$50,001 - $100,000
None (or less than $201)
1.4
FRS Foreign Stock Index Fund (200)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Tallahassee, Florida
I will continue to participate in this defined contribution plan. The plan sponsor no longer makes contributions.
9/2007

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
State of Florida, Department of Agriculture and Consumer Services
salary
2
State of Florida, defined benefit plan (value not readily ascertainable)
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US Bank #1 (cash)
$100,001 - $250,000
Interest
$1,001 - $2,500
2
US Bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
3
Graham Group Holdings Inc.
None (or less than $201)
3.1
GGH Insurance Company (insurance captive)
$5,000,001 - $25,000,000
3.2
The Graham Companies
3.2.1
TGC LOC LLC
3.2.1.1
TGC LL2 LLC
3.2.1.1.1
Residential rental properties, Miami Lakes, FL
$5,000,001 - $25,000,000
3.2.1.2
TGC Parkside LLC
3.2.1.2.1
Commercial real estate, Miami Lakes, FL
$5,000,001 - $25,000,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
JP Morgan Chase Bank, N.A.
$100,001 - $250,000
2009
30 year fixed

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
3
My interest is 2%.
6
6
My beneficial interest is 1/4 of 5.65%. The underlying assets of this trust are reported on Part 6 Line 3.
6
7
My beneficial interest is 1/4 of 5.65%. The underlying assets of this trust are reported on Part 6 Line 3.

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