Observations
- Millionaire
Estimated Net Worth
- $2.9 M - $8.2 M
Salary
- Unknown
Employment
- Started 03/08/2024
Records
Financial Disclosure Details - OGE Form 278e (06/07/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington , District of Columbia | Sr. Director, Office of the Executive Chairman | Present | |
2 | Tallahasee, Florida | Secretary | 7/2022 | |
3 | Wendell Foster Campus for Developmental Disabilities | Owensboro, Kentucky | Board of Directors | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Apco Worldwide (Public Relations) | Salary/Bonus | $272,373 | |
2 | State of Florida | Salary | $110,226 | |
3 | Apco Worldwide 401k program | |||
3.1 | BLACKROCK EMERGING EQUITY INDEX FUND R | $15,001 - $50,000 | None (or less than $201) | |
3.2 | BLACKROCK EQUITY INDEX FUND 1 CIT | $15,001 - $50,000 | None (or less than $201) | |
3.3 | $1,001 - $15,000 | None (or less than $201) | ||
3.4 | BLACKROCK RUSSELL 1000 GROWTH R | $50,001 - $100,000 | None (or less than $201) | |
4 | STATE FARM Deferred Compensation Account | $50,001 - $100,000 | Deferred Compensation payout amounts were set forth upon termination with the company in 2017. Amounts paid were under defered compensation program | $23,506 |
5 | State Farm Defined Benefit Retirement Plan | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | State Farm | Bloomington, Illinois | Benefits are not payable until a retirement age. total payments will be $83.00 per year for the lifetime. No other benefits such as healthcare etc are included. | 1/1993 |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 7/2022 | |
3 | State Farm Insurance Companies | Bloomington, Illinois | Plan terms were set at the time of deferral and cannot be changed. Anticipated annual income of $15,670.00 for approximately the next five years. Payments are made monthly in one payment but come from 5 different subaccounts. All improvement accounts earn a guaranteed 7.25% and are general obligations of the company. | 1/2007 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Washington , District of Columbia | Services as Sr. Director, Office of the Executive Chairman | |
2 | Tallahasee, Florida | Services as Secretary | |
3 | Cosentino Group USA | Miami, Florida | Consultancy surrounding new FL facility ( Client of APCO Worldwide ) |
4 | Charlotte , North Carolina | Consultancy on FL issues regulatory issues ( Client of APCO Worldwide ) | |
5 | DP World NA FZE | Charlote, North Carolina | Consultancy on US Public Affairs ( Client of APCO Worldwide ) |
6 | Wasbash Trailers | Indianpolis , Indiana | Consultancy on Rulemaking issues ( Client of APCO Worldwide ) |
7 | National Sand Stone and Gravel Association | Washington , District of Columbia | Consultancy on Rocks Build America campaign ( Client of APCO Worldwide ) |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Savills NA | salary, bonus | ||
2 | Sabal Trust - Investment Management and Trust Company | director fees | ||
3 | IRA Sabal Trust | |||
3.1 | U.S. Credit Union (cash) | $15,001 - $50,000 | None (or less than $201) | |
3.2 | Prologis Inc | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Microsoft Corp | $15,001 - $50,000 | None (or less than $201) | |
3.4 | PepsiCo Inc | $15,001 - $50,000 | None (or less than $201) | |
3.5 | Waste Management Inc | $15,001 - $50,000 | None (or less than $201) | |
3.6 | Merck & Co Inc | $15,001 - $50,000 | None (or less than $201) | |
3.7 | Texas Instruments Inc | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Cleveland Plaza LLC Located in Clearwater Florida | $100,001 - $250,000 | Dividends | $5,001 - $15,000 |
2 | U.S. Bank 1 (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
3 | U.S. Bank #2 (cash | $50,001 - $100,000 | Interest | $201 - $1,000 |
4 | U.S. Bank #3 (cash) | $15,001 - $50,000 | Interest | None (or less than $201) |
5 | U.S. Bank #4 (cash) | $1,001 - $15,000 | Interest | None (or less than $201) |
6 | U.S. Brokerage Account #1 | |||
6.1 | CHEVRON CORP | $15,001 - $50,000 | Dividends | $1,001 - $2,500 |
6.2 | ENBRIDGE INC | $50,001 - $100,000 | Dividends | $1,001 - $2,500 |
6.3 | DOW INC | $1,001 - $15,000 | Dividends | $201 - $1,000 |
6.4 | MAIDEN HOLDINGS LTD NOTE 6.625% 06/14/46 | $15,001 - $50,000 | Interest | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Morgan Stanley Private Wealth Mortgage Services | $250,001 - $500,000 | 2021 | 15 years |
2 | Morgan Stanley Private Wealth | $100,001 - $250,000 | 2021 | revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 1 | This represents a 2.5% interest in the LLC which owns a commercial shopping development. passed through on a K-1 |
8 | 1 | Entire mortgage was paid off on primary residence at the time of sale in July 2022 |
8 | 2 | Exercised line of credit was paid off as a result of sale of primary residence in 2022 |
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