Financial Disclosure - Rubio, U.S. Senate, Amendment to Annual Report (2009)

0200261862 UNITED STATES SENATE FINANCIAL DISCLOSURE REPORT AMENDMENT TO 2009 REPORT FOR NEW EMPLOYEE AND CANDIDATE REPORTS Last Name: Rubio First Name and Middle Initial: Marco A. Senate/Candidate Office Address (Number, Street, City, State, and ZIP): 2030 S. Douglas Rd., Suite 105, Coral Gables, FL 33134 Senate/Candidate Office Telephone No.: (786) 953-6711 New Employee Report Date of Employment (mm/dd/yy): Candidate Report Commencement of Candidacy (mm/dd/yy): 02/03/09 Senate Office / Agency in Which Employed: State in which you are a candidate: FLORIDA AFTER READING THE INSTRUCTIONS - ANSWER EACH OF THESE QUESTIONS | | YES | NO | | :--- | :---: | :---: | | Did you or your spouse have earned income (e.g., salaries or fees) or non-investment income of more than $200 from any reportable source in the reporting period? If Yes, Complete and Attach PART II. | X | | | Did you, your spouse, or dependent child receive unearned or investment income of more than $200 in the reporting period or hold any reportable asset worth more than $1,000 at the end of the period? If Yes, Complete and Attach PART IIIA and/or IIIB. | X | | | Did you, your spouse, or dependent child have any reportable liability (more than $10,000 during the reporting period)? If Yes, Complete and Attach PART VII. | X | | | Did you hold any reportable positions during the reporting period? If Yes, Complete and Attach PART VIII. | X | | | Did you have any reportable agreement or arrangement with an outside entity on the filing date? If Yes, Complete and Attach PART IX. | X | | | Did you receive compensation of more than $5,000 from a single source in the two prior years? If Yes, Complete and Attach PART X. | X | | Each question must be answered and the appropriate PART attached for each "YES" response. File this report and any amendments with the Secretary of the Senate, Office of Public Records, Room 232, Hart Senate Office Building, U.S. Senate, Washington, DC 20510. $200 Penalty for filing more than 30 days after due date. This Financial Disclosure Statement is required by the Ethics in Government Act of 1978, as amended. The statement will be made available by the Office of the Secretary of the Senate to any requesting person upon written application and will be reviewed by the Select Committee on Ethics. Any individual who knowingly and willfully falsifies, or who knowingly and willfully fails to file this report may be subject to civil and criminal sanctions. (See 5 U.S.C. app. 6, 104, and 18 U.S.C. 1001.) I CERTIFY that the statements I have made on this form and all attached schedules are true, complete and correct to the best of my knowledge and belief. Signature of Reporting Individual: [Signature] Date (Month, Day, Year): May 12, 2010 For Official Use Only - Do Not Write Below This Line Signature of Reviewing Official: [Signature] Date (Month, Day, Year): RECEIVED. SECRETARY OF THE SENATE 12 MAY 10 PM12:51

0002026188 Reporting Individual's Name Rubio, Marco A. Page Number 2 PART II. EARNED AND NON-INVESTMENT INCOME Report the source (name and address), type, and amount of earned income to you from any source aggregating $200 or more during the reporting period. For your spouse, report the source (name and address) and type of earned income which aggregate $1,000 or more during the reporting period. No amount needs to be specified for your spouse. (See p.3, CONTENTS OF REPORTS Part B of instructions.) Do not report income from employment by the U.S. Government for you or your spouse. Individuals not covered by the Honoraria Ban: For you and /or your spouse, report honoraria income received which aggregates $200 or more by exact amount, give the date of, and describe the activity (speech, appearance or article) generating such honoraria payment. Do not include payments in lieu of honoraria reported on Part I. | | Name of Income Source | Address (City, State) | Type of Income | Amount | |---|---|---|---|---| | Example: | JP Computers | Wash., DC | Salary | $15,000 | Example | | | MCJ (Spouse) | Arlington, VA | Salary | Over $1,000 | Example | | 1 | Broad & Cassel (2008) | Miami, FL | salary | $242,281 | | | 2 | Florida Strategic Consultants (2008 thru April 2009) | Miami, FL | salary | $60,162 | | | 3 | Florida International University Metro Center (7/08 - 5/09) | Miami, FL | salary | $69,000 | | | 4 | State of Florida / House of Representatives (2008) | Tallahassee, FL | salary | $36,721 | | | 5 | Rubio Consulting (Dec 2008 - April 2009) | Miami, FL | distribution | $28,594 | | | 6 | | | | | | | 7 | | | | | | | 8 | | | | | | | 9 | | | | | | | 10 | | | | | | | 11 | | | | | | | 12 | | | | | | | 13 | | | | | |

00000461689 Reporting Individual's Name Rubio, Marco A. PART IIIA. PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES Page Number 3 BLOCK A Identity of Publicly Traded Assets And Unearned Income Sources Report the complete name of each publicly traded asset held by you, your spouse, or your dependent child, (See p.3, CONTENTS OF REPORTS Part B of Instructions) for production of income or investment which: (1) had a value exceeding $1,000 at the close of the reporting period; and/or (2) generated over $200 in "unearned" income during the reporting period. Include on this PART IIIA a complete identification of each public bond, mutual fund, publicly traded partnership interest, excepted investment funds, bank accounts, excepted and qualified blind trusts, and publicly traded assets of a retirement plan. BLOCK B Valuation of Assets At the close of reporting period. If None, or less than $1,001, Check the first column. BLOCK C Type and Amount of Income If "None (or less than $201)" is Checked, no other entry is needed in Block C for that item. This includes Income received or accrued to the benefit of the individual. | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 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Reporting Individual's Name Rubio, Marco A. BLOCK A Identity of Non-Publicly Traded Assets and Unearned Income Sources Report the name, address (city, state and description) of each interest held by you, your spouse, or your dependent child (See p.3, CONTENTS OF REPORTS Part B of Instructions) for the production of income or investment in a non-public trade or business which: (1) had a value exceeding $1,000 at the close of the reporting period; and/or (2) generated over $200 in "unearned" income during the reporting period. Include the above report for each underlying asset, which is not incidental to the trade or business. Publicly traded assets held by non-public entity may be listed on Part IIIA. Example: DC, S, JP Computer, Software Design, Wash DC or J Undeveloped land, Dubuque, Iowa 1 Marco Rubio P.A. Miami, FL 2 Rubio Consulting Miami, FL 3 J Citibank (Savings) Coral Gables, FL 4 J Citibank (Money Market) Coral Gables, FL 5 ABA Retirement Funds Boston, MA 6 DC Scholars Choice College Savings Account, J Dousdebes-Rubio for Daniella Rubio 7 DC Scholars Choice College Savings Account, J Dousdebes-Rubio for Amanda Rubio 8 DC Florida Prepaid College Plan - Tallahassee, FL Amanda Rubio 9 DC Florida Prepaid College Plan - Tallahassee, FL Daniella Rubio 10 DC Florida Prepaid College Plan - Tallahassee, FL Anthony Rubio PART IIIB. NON-PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES BLOCK B Valuation of Assets At the close of reporting period. If None, or less than $1,001, Check the first column. | | None (or less than $1,001) | $1,001 - $15,000 | $15,001 - $50,000 | $50,001 - $100,000 | $100,001 - $250,000 | $250,001 - $500,000 | $500,001 - $1,000,000 | Over $1,000,000*** | $1,000,001 - $5,000,000 | $5,000,001 - $25,000,000 | $25,000,001 - $50,000,000 | Over $50,000,000 | |---|---|---|---|---|---|---|---|---|---|---|---|---| | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | X | | | | | | | | | | | | | X | | | | | BLOCK C Type and Amount of Income | | None | Dividends | Rent | Interest | Capital Gains | Excepted Investment Fund | Excepted Trust | Qualified Blind Trust | Other (Specify Type) | |---|---|---|---|---|---|---|---|---|---| | X | | | | | | | | | | | X | | | | | | | | | | | X | | | | | | | | | | | X | | | | | | | | | | | X | | | | | | | | | | | X | | | | | | | | | | | X | | | | | | | | | | | X | | | | | | | | | | | X | | | | | | | | | | X | Amount of Income | | None (or less than $201) | $201 - $1,000 | $1,001 - $2,500 | $2,501 - $5,000 | $5,001 - $15,000 | $15,001 - $50,000 | $50,001 - $100,000 | $100,001 - $1,000,000 | Over $1,000,000*** | $1,000,001 - $5,000,000 | Over $5,000,000 | Actual Amount Required if "Other" Specified | |---|---|---|---|---|---|---|---|---|---|---|---|---| | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | | X | | | | | | | | | | | | | X | | | | | | | | | | | | | X | | | | | EXEMPTION TEST (see instructions before marking box): If you omitted any asset because it meets the three-part test for exemption described in the instructions, please check box to the right. This category applies only if the asset is/was held independently by the spouse or dependent child. If the asset is/was either held by the filer or jointly held, use the other categories of value, as appropriate. Page Number 4 10000301160

89880261704 Reporting Individual's Name Rubio, Marco A. Page Number 5 PART IIIB. NON-PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES BLOCK A Identity of Non-Publicly Traded Assets and Unearned Income Sources Report the name, address (city, state and description) of each interest held by you, your spouse, or your dependent child (See p.3, CONTENTS OF REPORTS Part B of Instructions) for the production of income or investment in a non-public trade or business which: (1) had a value exceeding $1,000 at the close of the reporting period; and/or (2) generated over $200 in "unearned" income during the reporting period. Include the above report for each underlying asset, which is not incidental to the trade or business. Publicly traded assets held by non-public entity may be listed on Part IIIA. Example: S, JP Computer, Software Design, Wash. DC, or J, Undeveloped land, Dubuque, Iowa Dominick Rubio Florida Prepaid College Plan, Tallahassee, FL 1 DC Florida Prepaid College Plan, Tallahassee, FL Dominick Rubio 2 3 4 5 6 7 8 9 10 BLOCK B Valuation of Assets At the close of reporting period. If None, or less than $1,001. Check the first column. None (or less than $1,001) $1,001 - $15,000 X $15,001 - $50,000 $50,001 - $100,000 X (Example) $100,001 - $250,000 $250,001 - $500,000 $500,001 - $1,000,000 Over $1,000,000*** $1,000,001 - $5,000,000 $5,000,001 - $25,000,000 $25,000,001 - $50,000,000 Over $50,000,000 BLOCK C Type and Amount of Income Type of Income None X (Example) Dividends X Rent Interest Capital Gains Excepted Investment Fund Excepted Trust Qualified Blind Trust Other (Specify Type) Example Amount of Income None (or less than $201) $201 - $1,000 X X (Example) $1,001 - $2,500 $2,501 - $5,000 $5,001 - $15,000 $15,001 - $50,000 $50,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000*** $1,000,001 - $5,000,000 Over $5,000,000 Actual

00000461108 Reporting Individual's Name Rubio, Marco A. PART VII. LIABILITIES Report liabilities over $10,000 owed by you, your spouse, or dependent child (See p.3 CONTENTS OF REPORTS Part B of Instructions), to any one creditor at any time during the reporting period. Check the highest amount owed during the reporting period. Exclude: (1) Mortgages on your personal residences unless rented; (2) loans secured by automobiles, household furniture or appliances; and (3) liabilities owed to certain relatives listed in Instructions. See Instructions for reporting revolving charge accounts. | | Name of Creditor | Address | Type of Liability | Date Incurred | Interest Rate | Term if Applicable | Category-of-Amount of Value (x) | |---|---|---|---|---|---|---|---| | Example: | S, or J | First District Bank | Wash., DC | Mortgage on undeveloped land | 1991 | 13% | 25yrs | | | (J) John Jones | Wash., DC | Promissory Note | 1999 | 10% | On dmd | | 1 | Sallie Mae | Wilkes-Barre, PA | Student Loans | 1996 | 4.0% | 30 yrs | X | | 2 | | | | | | | | | 3 | | | | | | | | | 4 | | | | | | | | | 5 | | | | | | | | | 6 | | | | | | | | | 7 | | | | | | | | | 8 | | | | | | | | | 9 | | | | | | | | | 10 | | | | | | | | | 11 | | | | | | | | | 12 | | | | | | | | Page Number 6 $10,001 - $15,000 $15,001 - $50,000 X $50,001 - $100,000 X $100,001 - $250,000 X $250,001 - $500,000 X $500,001 - $1,000,000 X Over $1,000,000*** X $1,000,001 - $5,000,000 X $5,000,001 - $25,000,000 X $25,000,001 - $50,000,000 X Over $50,000,000 EXEMPTION TEST (see instructions before marking box): If you omitted any asset because it meets the three-part test for exemption described in the instructions, please check box to the right. *** This category applies only if the asset is/was held independently by the spouse or dependent child. If the asset is/was either held by the filer or jointly held, use the other categories of value, as appropriate.

60000461102 Reporting Individual's Name Rubio, Marco A. PART VIII. POSITIONS HELD OUTSIDE U.S. GOVERNMENT Page Number 7 Report any positions held by you during the applicable reporting period whether compensated or not. Positions include, but are not limited to those of an officer, director, trustee, general partner, proprietor, representative, employee, or consultant of any corporation, firm, partnership, or other business enterprise or any non-profit organization or educational institution. Both the year and month must be reported for the period of time that the position was held. Exclude: Positions with federal government, religious, social, fraternal, or political entities, and those solely of an honorary nature. | | Name of Organization | Address (City, State) | Type of Organization | Position Held | From (Mo/Yr) | To (Mo/Yr) | | :--- | :--- | :--- | :--- | :--- | :--- | :--- | | Example: | National Assn. of Rock Collectors<br>Jones & Smith | NY, NY<br>Hometown, USA | Non-profit education<br>Law Firm | President<br>Partner | 6/90<br>7/95 | Present<br>11/0X | | 1 | Marco Rubio, P.A. | Miami, FL | Law Firm | President | 06/08 | Present | | 2 | Rubio Consulting | Miami, FL | Consulting Firm | President | 06/08 | Present | | 3 | Florida International Univ. Metro Ctr | Miami, FL | University | Visiting Professor | 06/08 | Present | | 4 | Latin Builder Association | Miami, FL | Non-Profit | Director | 09/08 | Present | | 5 | Alfaitir International | Miami, FL | Non-Profit | Director | 09/08 | Present | | 6 | Broad & Cassel | Miami, FL [+] | Law Firm [+] | Of Counsel [+] | 07/04 [+] | 12/08 [+] | | 7 | Florida House of Representatives | Tallahassee, FL | State Government | Legislator / Speaker | 01/00 | 11/08 | | 8 | Florida Strategic Consulting | Miami, FL | Consulting Firm | Employee | 12/08 | 04/09 | | 9 | | | | | | | | 10 | | | | | | | | 11 | | | | | | | | 12 | | | | | | | | 13 | | | | | | | Compensation in excess of $200 from any position must be reported in Part II.

Reporting Individual's Name Rubio, Marco A. 00000361104 PART IX. AGREEMENTS OR ARRANGEMENTS Page Number 8 Report your agreements or arrangements for future employment (including agreements with a publisher for writing a book or sale of other intellectual property), leaves of absence, continuation of payment by a former employer (including severance payments), or continuing participation in an employee benefit plan. See Instructions regarding the reporting of negotiations for any of these arrangements or benefits. | | Status and Terms of any Agreement or Arrangement | Parties | Date | | :--- | :--- | :--- | :--- | | | **Example:** Pursuant to partnership agreement, will receive lump sum payment of capital account & partnership share calculated on services performed through 11/OX and retained pension benefits (diversified, independently managed, fully funded, defined contribution plan) | Jones & Smith, Hometown, USA | 1/93 | | | Employment agreement with XYZ Co. to become Vice President of Government Relations. Terms of agreement include salary between $50,001-$100,000, signing bonus between $2,501-$5,000 and stock options | XYZ Co., Bethesda, MD | 1/OX | | | | | **Example** | | 1 | Florida International University, Contract for Academic Year 2009-10 @ 40,000 for the academic year | Florida International University, Miami FL & Marco Rubio | 07/09 - 05/10 | | 2 | | | | | 3 | | | | | 4 | | | | | 5 | | | | | 6 | | | | | 7 | | | | | 8 | | | | | 9 | | | | | 10 | | | | | 11 | | | | | 12 | | | | | 13 | | | | | 14 | | | |

Reporting Individual's Name Rubio, Marco A. 00000261265 Page Number 9 PART X. COMPENSATION IN EXCESS OF $5,000 PAID BY ONE SOURCE FIRST TIME FILERS ONLY: Report sources of compensation received by you or your business affiliation for services provided directly by you during the reporting period. This includes the names of clients and customers of any corporation, firm, partnership, or other business enterprise, or any non-profit organization when you directly provided the services to the clients and/or customers of the firm that generated a fee or payment of more than $5,000. You need not report the U.S. Government as a source. | | Name of Source | Address of Source | Brief Description of Duties | | :--- | :--- | :--- | :--- | | Example: | Jones & Smith | Hometown, TX | Legal Services | | | Metro University (client of Jones & Smith | Moneytown, USA | Legal Services in connection with university construction | EXAMPLE | | 1 | Main & Sons (client of Rubio Consulting & M Rubio, PA) | Miami, FL | Legal and Consulting | | 2 | Court Options (client of Fla Strategic Consulting & M Rubio, PA) | Miami, FL | Legal and Consulting services | | 3 | Miami Children's Hospital (client of Fla Strategic Consulting and M Rubio, PA) | Miami, FL | Legal and Consulting services | | 4 | Larklin Community Hospital (client of Marco Rubio, PA) | Miami, FL | Legal Services | | 5 | Hypower Electric (client of Marco Rubio, PA) | Miami, FL | Legal Services | | 6 | Jackson Memorial Hospital (client of Florida Strategic Consulting and Marco Rubio, PA) | Miami, FL | Legal and Consulting Services | | 7 | Florida International University - Metro Center | Miami, FL | Visiting Professor | | 8 | Florida Strategic Consulting | Miami, FL | Legal and Consulting Services | | 9 | Broad & Cassel | Miami, FL | Legal Services | | 10 | State of Florida | Tallahassee, FL | State Government / Legislator | | 11 | Univision Network (client of Rubio Consulting) | Miami, FL | On-air Political Analysis | | 12 | Rubio Consulting | Miami, FL | Legal and Consulting Services | | 13 | | | | | 14 | | | | | 15 | | | |