Clarence W Nelson
Relativity Space, Inc. stock × 1 Relativity Space stock, purchased through exercise of Relativity Space stock options × 1 view in graph
2trades · $383K est.
100%
disclosed on time
$7.2Mest. assets · Termination
Since nomination
Nominee 278 (04/02/2021) vs TerminationDivested
21 positions · $276.5K est. · largest 20 shown| Asset | Account | Owner | Value at nomination |
|---|---|---|---|
| Regions Bank Money Market | Other assets | — | $50K – $100K |
| Vanguard Total Stock Market Index Fund Admiral Class Shares VTSAX | Other assets | — | $15K – $50K |
| Regions Bank Money Market Account | Other assets | — | $15K – $50K |
| Calamos Market Neutral Income Fund CMNIX | Employment assets | Self | $1K – $15K |
| JP Morgan Hedged Equity Fund JHQRX | Employment assets | Self | $1K – $15K |
| JP Morgan Strategic Income Opportunities Fund JSOZX | Employment assets | Self | $1K – $15K |
| PIMCO 1-5 Year U.S. TIPS Index Exchange - Traded Fund STPZ | Employment assets | Self | $1K – $15K |
| DoubleLine Emerging Markets Fixed Income Fund Class I Shares DBLEX | Other assets | — | $1K – $15K |
| Fidelity Treasury Portfolio Institutional Class Shares FRBXX | Other assets | — | $1K – $15K |
| PGIM High Yield Fund Class R6 Shares PHYQX | Other assets | — | $1K – $15K |
| Artisan Developing World Fund Institutional Shares APHYX | Other assets | — | $1K – $15K |
| BaronEmerging Markets Fund Institutional Class Shares BEXIX | Other assets | — | $1K – $15K |
| Fidelity Treasury Portfolio Institutional Class Shares FRBXX | Other assets | — | $1K – $15K |
| JOHCM International Select Fund Class I Shares JOHIX | Other assets | — | $1K – $15K |
| JPMorgan Hedged Equity Fund Class R6 Shares JHQRX | Other assets | — | $1K – $15K |
| JPMorgan Strategic Income Opportunities Fund Class R6 Shares JSOZX | Other assets | — | $1K – $15K |
| Lord Abbett Short Duration Income Fund Class I Shares LLDYX | Other assets | — | $1K – $15K |
| Virtus KAR Small-Cap Core Fund Class R6 Shares VSCRX | Other assets | — | $1K – $15K |
| Regions Bank Checking Account | Other assets | — | $1K – $15K |
| Regions Bank Checking Account | Other assets | — | $1K – $15K |
Held at termination
13 positions · $3.9M est.| Asset | Account | Owner | At nomination | Latest value |
|---|---|---|---|---|
| Undeveloped Real Estate, Brevard County, FL (land leased for cattle grazing, no rent) | Other assets | — | $1M – $5M | $1M – $5M |
| Undeveloped Real Estate, Brevard County, FL | Other assets | — | $250K – $500K | $250K – $500K |
| Baird Aggregate Bond Fund Institutional Class Shares BAGIX | Other assets | — | $1K – $15K | $250K – $500K |
| Fidelity Advisor Investment Grade Bond Fund Class Z Shares FIKQX | Other assets | — | $1K – $15K | $50K – $100K |
| DoubleLine Total Return Bond Fund Class R6 Shares DDTRX | Other assets | — | $1K – $15K | $15K – $50K |
| iShares JP Morgan USD Emerging Markets Bond ETF EMB | Employment assets | Self | $1K – $15K | $1K – $15K |
| PGIM High Yield Fund PHYQX | Employment assets | Self | $1K – $15K | $1K – $15K |
| PIMCO Income Fund PIMIX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Principal Spectrum Preferred and Capital Securities Income Fund PPREX | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Extended Duration Treasury ETF EDV | Employment assets | Self | $1K – $15K | $1K – $15K |
| Vanguard Short-Term Treasury ETF VGSH | Employment assets | Self | $1K – $15K | $1K – $15K |
| DoubleLine Total Return Bond Fund Class R6 Shares DDTRX | Other assets | — | $1K – $15K | $1K – $15K |
| Bill Nelson LLC | Employment assets | Self | $15K – $50K | Under $1K |
New positions
18 positions · $3.3M est.| Asset | Account | Owner | Latest value |
|---|---|---|---|
| United States Treasury Bills | Other assets | — | $1M – $5M |
| United States Treasury Bills | Other assets | — | $100K – $250K |
| Edward Jones Cash Account | Other assets | — | $15K – $50K |
| Federated Prime Cash Obligations Fund Wealth Shares (PCOXX) - money market | Other assets | — | $15K – $50K |
| MFS Municipal High Income Fund Class R6 Shares MMHKX | Other assets | — | $15K – $50K |
| Edward Jones Cash Account | Other assets | — | $1K – $15K |
| Vanguard Inflation-Protected Securities Fund Admiral Shares VAIPX | Employment assets | Self | $1K – $15K |
| Vanguard Total Bond Market Index Fund ETF Shares BND | Employment assets | Self | $1K – $15K |
| Federated Prime Cash Obligations Fund Wealth Shares PCOXX | Employment assets | Self | $1K – $15K |
| Federated Hermes Prime Cash Obligations CL WS (PCOXX) - money market | Other assets | — | Under $1K |
| iShares Core S&P 500 ETF IVV | Other assets | — | Under $1K |
| iShares ESG Aware MSCI USA Small-Cap ETF ESML | Other assets | — | Under $1K |
| iShares Russell 2000 ETF IWM | Other assets | — | Under $1K |
| iShares Russell Mid-Cap ETF IWR | Other assets | — | Under $1K |
| Nuance Mid Cap Value Fund Class Z Shares NMVZX | Other assets | — | Under $1K |
| Diamond Hill Large Cap Fund Class Y Shares DHLYX | Other assets | — | Under $1K |
| iShares Russell 1000 Growth ETF IWF | Other assets | — | Under $1K |
| International Equity Portfolio Institutional Class Shares HLMIX | Other assets | — | Under $1K |
Positions are matched between the two reports by exact name, first within the same account, then across accounts, then by ticker; rows matching nothing are listed as divested or new. Estimates are band midpoints.
Stock trades
Asset holdings
Termination · filed —All positions
34 positions| Asset | Owner | Value | Income |
|---|---|---|---|
| Bill Nelson LLC | Self | Under $1K | — |
| IRA | Self | — | Required Minimum Distribution · $1.9K |
| iShares JP Morgan USD Emerging Markets Bond ETF EMB | Self | $1K – $15K | — |
| PGIM High Yield Fund PHYQX | Self | $1K – $15K | $201 – $1K |
| PIMCO Income Fund PIMIX | Self | $1K – $15K | $201 – $1K |
| Principal Spectrum Preferred and Capital Securities Income Fund PPREX | Self | $1K – $15K | — |
| Vanguard Extended Duration Treasury ETF EDV | Self | $1K – $15K | — |
| Vanguard Short-Term Treasury ETF VGSH | Self | $1K – $15K | $201 – $1K |
| Vanguard Inflation-Protected Securities Fund Admiral Shares VAIPX | Self | $1K – $15K | — |
| Vanguard Total Bond Market Index Fund ETF Shares BND | Self | $1K – $15K | — |
| Federated Prime Cash Obligations Fund Wealth Shares PCOXX | Self | $1K – $15K | — |
| Florida Retirement System, defined benefit plan (value not readily ascertainable) | Self | — | retirement payments (annual) · $64.2K |
| Kathleen McGehee Trust | Spouse | — | Trustee Fees |
| Baird Aggregate Bond Fund Institutional Class Shares BAGIX | — | $250K – $500K | $5K – $15K |
| DoubleLine Total Return Bond Fund Class R6 Shares DDTRX | — | $15K – $50K | $1K – $2.5K |
| Fidelity Advisor Investment Grade Bond Fund Class Z Shares FIKQX | — | $50K – $100K | $2.5K – $5K |
| DoubleLine Total Return Bond Fund Class R6 Shares DDTRX | — | $1K – $15K | — |
| Edward Jones Cash Account | — | $1K – $15K | Interest · $201 – $1K |
| Undeveloped Real Estate, Brevard County, FL (land leased for cattle grazing, no rent) | — | $1M – $5M | — |
| Undeveloped Real Estate, Brevard County, FL | — | $250K – $500K | — |
| iShares Core S&P 500 ETF IVV | — | Under $1K | — |
| iShares ESG Aware MSCI USA Small-Cap ETF ESML | — | Under $1K | — |
| iShares Russell 2000 ETF IWM | — | Under $1K | — |
| iShares Russell Mid-Cap ETF IWR | — | Under $1K | — |
| MFS Municipal High Income Fund Class R6 Shares MMHKX | — | $15K – $50K | $1K – $2.5K |
| Nuance Mid Cap Value Fund Class Z Shares NMVZX | — | Under $1K | — |
| Diamond Hill Large Cap Fund Class Y Shares DHLYX | — | Under $1K | — |
| Federated Hermes Prime Cash Obligations CL WS (PCOXX) - money market | — | Under $1K | $201 – $1K |
| United States Treasury Bills | — | $1M – $5M | $15K – $50K |
| Edward Jones Cash Account | — | $15K – $50K | Interest · $201 – $1K |
| United States Treasury Bills | — | $100K – $250K | $201 – $1K |
| iShares Russell 1000 Growth ETF IWF | — | Under $1K | — |
| Federated Prime Cash Obligations Fund Wealth Shares (PCOXX) - money market | — | $15K – $50K | $2.5K – $5K |
| International Equity Portfolio Institutional Class Shares HLMIX | — | Under $1K | — |
Values and income are the ranges the filer discloses, normalized to one form. Hover a value for the string as filed. Rows marked *** carry that marker in the filing itself, with no legend: each one is a foreign-domiciled issuer or a Reg S note.