Observations
- Millionaire
- Lobbyist
Estimated Net Worth
- $1.8 M - $7.2 M
Salary
- Unknown
Employment
- Started 04/29/2021
Financial Disclosure Details - OGE Form 278e (05/16/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Orlando, Florida | Principal | Present | |
2 | Denver, Colorado | Advisory Board Member | 4/2021 | |
3 | Relativity Space Inc. | Los Angeles, California | Advisor | 4/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Bill Nelson LLC | None (or less than $1,001) | None (or less than $201) | |
2 | Relativity Space, Stock Options | None (or less than $1,001) | Ordinary Income | $114,253 |
3 | IRA | Required Minimum Distribution | $2,283 | |
3.1 | Calamos Market Neutral Income Fund (CMNIX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | iShares JP Morgan USD Emerging Markets Bond ETF (EMB) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | PGIM High Yield Fund (PHYQX) | $1,001 - $15,000 | None (or less than $201) | |
3.4 | PIMCO Income Fund (PIMIX) | $1,001 - $15,000 | $201 - $1,000 | |
3.5 | Principal Spectrum Preferred and Capital Securities Income Fund (PPREX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | Vanguard Extended Duration Treasury ETF (EDV) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | Vanguard Short-Term Treasury ETF (VGSH) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Relativity Space Inc. | Los Angeles, California | This employment agreement terminated in April 2021. I exercised my Relativity Space stock options and sold the resulting stock within 90 days of my confirmation as per my March 22, 2021 ethics agreement and the Certificate of Divestiture, dated July 1, 2021, from the U.S. Office of Government Ethics. | 4/2019 |
2 | Tallahassee, Florida | I will continue to participate in this defined benefit plan. | 1/1973 | |
3 | Orlando, Florida | This LLC has been inactive since my presidential appointment to NASA and will remain inactive throughout my appointment. | 5/2019 |
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 | Kathleen McGehee Trust | Trustee Fees |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Baird Aggregate Bond Fund Institutional Class Shares (BAGIX) | $250,001 - $500,000 | $1,001 - $2,500 | |
2 | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX) | $15,001 - $50,000 | $201 - $1,000 | |
3 | Fidelity Advisor Investment Grade Bond Fund Class Z Shares (FIKQX) | $50,001 - $100,000 | $201 - $1,000 | |
4 | Fidelity Treasury Portfolio Institutional Class Shares (FRBXX) | $1,001 - $15,000 | None (or less than $201) | |
5 | DoubleLine Total Return Bond Fund Class R6 Shares (DDTRX) | $1,001 - $15,000 | $201 - $1,000 | |
6 | Fidelity Treasury Portfolio Institutional Class Shares (FRBXX) | $1,001 - $15,000 | None (or less than $201) | |
7 | JOHCM International Select Fund Class I Shares (JOHIX) | $1,001 - $15,000 | $201 - $1,000 | |
8 | JPMorgan Hedged Equity Fund Class R6 Shares (JHQRX) | $1,001 - $15,000 | None (or less than $201) | |
9 | Lord Abbett Short Duration Income Fund Class I Shares (LLDYX) | $1,001 - $15,000 | None (or less than $201) | |
10 | Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | iShares Russell 2000 ETF (IWM) | Purchase | 06/01/2021 | $1,001 - $15,000 |
2 | iShares Russell Mid-Cap ETF (IWR) | Purchase | 06/01/2021 | $1,001 - $15,000 |
3 | iShares Core S&P 500 ETF (IVV) | Purchase | 06/01/2021 | $1,001 - $15,000 |
4 | Federated Institutional High Yield Bond Fund Institutional Shares (FIHBX) | Purchase | 06/01/2021 | $1,001 - $15,000 |
5 | Baird Aggregate Bond Fund Institutional Class Shares (BAGIX) | Purchase | 06/01/2021 | $15,001 - $50,000 |
6 | iShares ESG MSCI USA Small-Cap ETF (ESML) | Purchase | 07/20/2021 | $1,001 - $15,000 |
7 | iShares Russell 2000 ETF (IWM) | Purchase | 07/20/2021 | $1,001 - $15,000 |
8 | iShares Core S&P 500 ETF (IVV) | Purchase | 07/20/2021 | $15,001 - $50,000 |
9 | iShares Russell Mid-Cap ETF (IWR) | Purchase | 07/20/2021 | $1,001 - $15,000 |
10 | Fidelity Advisor Investment Grade Bond Fund Class Z Shares (FIKQX) | Purchase | 07/20/2021 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Regions Bank | $250,001 - $500,000 | 2019 | 7 YR ARM |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 2 | Relativity Stock Options exercised and stock sold per my March 22, 2021 ethics agreement and Certificate of Divestiture issued by the U.S. Office of Government Ethics. |
2 | 5 | Relativity Stock Options exercised and stock sold per my March 22, 2021 ethics agreement and Certificate of Divestiture issued by the U.S. Office of Government Ethics. |
8 | 1 | Personal Residence Mortgage paid off in full in 2021. |
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