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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