Republican · House OK01
Wikipedia biography ↗Years Elected: About 8.0Rank: #87
Federal elected service; earlier service not yet verified.
11.77%
Cumulative estimated return
SPY: 10.27%
Outperformance: 1.50 percentage points
2025-10-31 – 2026-11-02
33.42%
Cumulative estimated return
SPY: 74.60%
Outperformance: -41.18 percentage points
2023-11-02 – 2026-11-02
24.45%
Cumulative estimated return
SPY: 62.83%
Outperformance: -38.38 percentage points
2021-11-02 – 2026-11-02
As of Nov 2, 2026. 646 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| BSX | Dependent | $15,001 - $50,000 | Unavailable | Unavailable | $43.50Nov 3, 2026 | Unavailable |
| EXAS | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| IQV | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $262.59Nov 3, 2026 | Unavailable |
| VUZI | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $1.87Nov 3, 2026 | Unavailable |
| ACN | Joint | None | Unavailable | Unavailable | $254.56Nov 3, 2026 | Unavailable |
| ADBE | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $246.14Nov 3, 2026 | Unavailable |
| GOOGL | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $280.03Nov 3, 2026 | Unavailable |
| AMZN | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $250.69Nov 3, 2026 | Unavailable |
| ASML | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $1552.14Nov 3, 2026 | Unavailable |
| BLK | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $1161.32Nov 3, 2026 | Unavailable |
| BA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $173.31Nov 3, 2026 | Unavailable |
| BSX | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $43.50Nov 3, 2026 | Unavailable |
| CDNS | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $323.75Nov 3, 2026 | Unavailable |
| CVX | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $225.27Nov 3, 2026 | Unavailable |
| CB | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $366.54Nov 3, 2026 | Unavailable |
| KO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CL | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $95.62Nov 3, 2026 | Unavailable |
| CMCSA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $23.67Nov 3, 2026 | Unavailable |
| COST | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $1019.26Nov 3, 2026 | Unavailable |
| CTRA | Joint | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CR | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $206.70Nov 3, 2026 | Unavailable |
| DHR | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $230.11Nov 3, 2026 | Unavailable |
| DVN | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $47.62Nov 3, 2026 | Unavailable |
| DEO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EMR | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $166.39Nov 3, 2026 | Unavailable |
| EL | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $105.39Nov 3, 2026 | Unavailable |
| XOM | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $177.46Nov 3, 2026 | Unavailable |
| HD | Joint | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $224.05Nov 3, 2026 | Unavailable |
| ICLR | Joint | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ITW | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $286.64Nov 3, 2026 | Unavailable |
| INTC | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $60.55Nov 3, 2026 | Unavailable |
| IQV | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $262.59Nov 3, 2026 | Unavailable |
| JNJ | Joint | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $337.98Nov 3, 2026 | Unavailable |
| LIN | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $511.55Nov 3, 2026 | Unavailable |
| LMT | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $639.00Nov 3, 2026 | Unavailable |
| LOW | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $213.38Nov 3, 2026 | Unavailable |
| MRSH | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MASI | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| MCD | Joint | None | Unavailable | Unavailable | $263.04Nov 3, 2026 | Unavailable |
| MDT | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $98.88Nov 3, 2026 | Unavailable |
| MSFT | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $520.99Nov 3, 2026 | Unavailable |
| MDLZ | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $65.12Nov 3, 2026 | Unavailable |
| NEE | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $84.33Nov 3, 2026 | Unavailable |
| ORLY | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $89.99Nov 3, 2026 | Unavailable |
| OKE | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $91.94Nov 3, 2026 | Unavailable |
| PH | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $944.99Nov 3, 2026 | Unavailable |
| PSX | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $271.94Nov 3, 2026 | Unavailable |
| PG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Apple Inc. - Common Stock (AAPL) [ST] | dependent | 1236.830183166328262309410512 | 418444.39 |
| Boston Scientific Corporation Common Stock (BSX) [ST] | dependent | 511.3501795135125173607911659 | 22663.04 |
| Kelby Austin Hern Trust ⇒ Chevron Corporation (CVX) [ST] | dependent | 426.4877632701266321107538876 | 97141.12 |
| IQVIA Holdings, Inc. Common Stock (IQV) [ST] | dependent | 10.66651418905882565157640870 | 2756.65 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | joint | 913.886518346663488102159682 | 238469.55 |
| Adobe Inc. - Common Stock (ADBE) [ST] | joint | 91.1946366301214285345873907 | 22932.72 |
| Hern Family Revocable Trust ⇒ Ameriprise Financial, Inc. (AMP) [ST] | joint | 152.9561120854916996369865807 | 77137.30 |
| Hern Family Revocable Trust ⇒ Amazon.com, Inc. (AMZN) [ST] | joint | 2382.813447708170869075470063 | 585290.47 |
| Boeing Company (BA) [ST] | joint | 10.6983850843464765766051406 | 1876.50 |
| Becton, Dickinson and Company Common Stock (BDX) [ST] | joint | 11.8885392731784541082031364 | 2361.06 |
| Hern Family Revocable Trust ⇒ BlackRock, Inc. (BLK) [ST] | joint | 140.1433189453818412840779565 | 163568.27 |
| Boston Scientific Corporation Common Stock (BSX) [ST] | joint | 809.368225372855209195036986 | 35871.20 |
| Hern Family Revocable Trust ⇒ The Blackstone Group Inc. Class a (BX) [sT] | joint | 724.0078655702538434036467644 | 86982.30 |
| Carrier Global Corporation Common Stock (CARR) [ST] | joint | 23.9728348565421612161618900 | 1322.58 |
| Chubb Limited Common Stock (CB) [ST] | joint | 1226.856394711693568850569997 | 452685.47 |
| Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | joint | 1537.109813886276993010719041 | 506493.05 |
| Colgate-Palmolive Company Common Stock (CL) [ST] | joint | 873.5405096131903894098377514 | 85109.05 |
| Comcast Corporation - Class A Common Stock (CMCSA) [ST] | joint | 42.6454503413164195424578387 | 1017.95 |
| Hern Family Revocable Trust ⇒ Cummins Inc. (CMI) [ST] | joint | 342.8357331766088745224801646 | 171623.57 |
| Hern Family Revocable Trust ⇒ Cencora, Inc. Common Stock (COR) [ST] | joint | 222.0592153960029607698001480 | 75020.49 |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Costco Wholesale Corporation (COST) [ST] | joint | 879.0048008905999953614583575 | 914648.45 |
| Crane Company Common Stock (CR) [ST] | joint | 40.9298500863544012612168954 | 8351.33 |
| Hern Family Revocable Trust ⇒ Cisco Systems, Inc. (CSCO) [ST] | joint | 973.6531221601973257172530183 | 98932.89 |
| Chevron Corporation Common Stock (CVX) [ST] | joint | 333.9513862416582843469450303 | 76064.11 |
| Danaher Corporation Common Stock (DHR) [ST] | joint | 901.7905879409945863007001280 | 205581.20 |
| Devon Energy Corporation Common Stock (DVN) [ST] | joint | 11543.21448976291301022826566 | 561346.52 |
| Kevin Hern Insurance Trust ⇒ Ecolab Inc. (ECL) [ST] | joint | 40.33526594403831610789009327 | 12438.59 |
| Emerson Electric Company Common Stock (EMR) [ST] | joint | 5722.507887687930566991054648 | 949707.41 |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Freeport-McMoRan, Inc. (FCX) [ST] | joint | 3445.569994093325457767277023 | 216967.54 |
| Hern Family Revocable Trust ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | joint | 3594.252396166134185303514377 | 1002760.48 |
| Honeywell International Inc. (HON) [ST] | joint | 213.3291043986610384801005092 | 47736.65 |
| Hern Family Revocable Trust ⇒ Intercontinental Exchange Inc. (ICE) [ST] | joint | 463.0803902198073598419362806 | 79779.49 |
| ICON plc - Ordinary Shares (ICLR) [ST] | joint | 688.0585456396733447722233585 | 141148.33 |
| Hern Family Foundation ⇒ Intel Corporation (INTC) [ST] | joint | 2032.533875338753387533875339 | 121891.06 |
| IQVIA Holdings, Inc. Common Stock (IQV) [ST] | joint | 343.3634033968428531312355371 | 88738.84 |
| Illinois Tool Works Inc. Common Stock (ITW) [ST] | joint | 202.8996171523463112320412783 | 58851.03 |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ JP Morgan Chase & Co. (JPM) [ST] | joint | 2870.712556638321643597542052 | 977707.28 |
| Linde plc - Ordinary Shares (LIN) [ST] | joint | 851.4277074307719324713844349 | 442504.01 |
| Lockheed Martin Corporation Common Stock (LMT) [ST] | joint | 563.4162848620432189285458070 | 362361.18 |
| Lowe's Companies, Inc. Common Stock (LOW) [ST] | joint | 226.0680619551770955681702352 | 49316.75 |
| Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | joint | 20.8217874992803637531241115 | 1382.15 |
| Hern Family Revocable Trust ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | joint | 712.5261257837735132053961619 | 105710.38 |
| Marsh Common Stock (MRSH) [ST] | joint | 77.0429568458977963987765344 | 15823.08 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | joint | 708.1478080881759960143314091 | 359115.92 |
| NextEra Energy, Inc. Common Stock (NEE) [ST] | joint | 4687.955633833120461802725388 | 398616.87 |
| Organon & Co. Common Stock (OGN) [ST] | joint | 526.2572599949227570457023812 | 7272.88 |
| ONEOK, Inc. Common Stock (OKE) [ST] | joint | 6361.263963204312489140161734 | 588544.14 |
| O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | joint | 8305.377363842820842707272437 | 753297.73 |
| Hern Family Revocable Trust ⇒ Parker-Hannifin Corporation (PH) [ST] | joint | 284.4281878583780831892236279 | 264031.84 |
| Prologis, Inc. Common Stock (PLD) [ST] | joint | 1.6063251731457069921112398 | 208.26 |
| Hern Family Foundation ⇒ Phillips 66 (PSX) [ST] | joint | 251.8637631742095474271543707 | 69272.61 |
| PTC Inc. - Common Stock (PTC) [ST] | joint | 371.5849172227929405542063651 | 72202.67 |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Quanta Services, Inc. (PWR) [ST] | joint | 888.7320772603389027135916578 | 552062.59 |
| Rockwell Automation, Inc. Common Stock (ROK) [ST] | joint | 2067.798242231945808130369232 | 910162.07 |
| Hern Family Revocable Trust ⇒ Raytheon Technologies Corporation (RTX) [ST] | joint | 17311.89203925845147219193021 | 3510678.59 |
| TJX Companies, Inc. (TJX) [ST] | joint | 486.2916710348053485956568301 | 68567.13 |
| Hern Family Revocable Trust ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | joint | 258.8678919665199758391578220 | 176716.17 |
| Texas Instruments Incorporated - Common Stock (TXN) [ST] | joint | 1284.688479330165906901841902 | 388001.61 |
| UnitedHealth Group Incorporated Common Stock (UNH) [ST] | joint | 55.96073604242192096987907216 | 22408.92 |
| Hern Family Revocable Trust ⇒ Visa Inc. (V) [ST] | joint | 997.9783867012631518918764792 | 424649.78 |
| Hern Family Foundation ⇒ V.F. Corporation (VFC) [ST] | joint | 27.68252212389380530973451327 | 536.76 |
| Hern Family Revocable Trust ⇒ Williams Companies, Inc. (WMB) [ST] | joint | 52819.84694726335052403926135 | 3760244.90 |
| Hern Family Revocable Trust ⇒ Wynn Resorts, Limited (WYNN) [ST] | joint | 394.0887595489268825027282648 | 30608.87 |
| ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | joint | 1821.137138468034263281064013 | 327203.71 |
| Hern Family Foundation ⇒ JT ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 163.5732712691380180584375526 | 249635.71 |
| Biogen Inc. - Common Stock (BIIB) [ST] | not_reported | 7.81941415294749069447485903 | 1947.11 |
| Kevin Hern Traditional IRA ⇒ BOK Financial Corporation (BOKF) [ST] | not_reported | 274.3584332264055377342562890 | 36355.24 |
| CSX Corporation (CSX) [ST] | not_reported | 665.3073971509463545425543514 | 34343.17 |
| Kevin Hern Traditional IRA ⇒ Chevron Corporation (CVX) [ST] | not_reported | 213.2438816350633160553769438 | 48570.56 |
| Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | not_reported | 82.48522912539730153845966143 | 30195.37 |
| Ford Motor Company Common Stock (F) [ST] | not_reported | 35.8702474892395982783357246 | 451.97 |
| Hormel Foods Corporation Common Stock (HRL) [ST] | not_reported | 10.2211391714488940451773740 | 219.45 |
| Kimberly-Clark Corporation - Common Stock (KMB) [ST] | not_reported | 5.02797797338555036925908247 | 544.28 |
| Nike, Inc. Common Stock (NKE) [ST] | not_reported | 316.0862495680520585924129517 | 12365.29 |
| Kevin Hern Traditional IRA ⇒ OGE Energy Corp (OGE) [ST] | not_reported | 761.1358313817330210772833724 | 38216.63 |
| Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | not_reported | 56.10237233072401149744623412 | 33311.34 |
| TJX Companies, Inc. (TJX) [ST] | not_reported | 87.76119091017559599007034056 | 12374.33 |
| Kevin Hern Traditional IRA ⇒ Visa Inc. (V) [ST] | not_reported | 92.67058253257677283225456930 | 39432.26 |
| Walmart Inc. - Common Stock (WMT) [ST] | not_reported | 595.2388201432388325273473870 | 76006.04 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| ASML | Joint | Aug 25, 2022 | $539.74 | Oct 23, 2026 | $1571.80 | 191.21% |
| TXN | Joint | Nov 14, 2023 | $149.93 | Oct 14, 2026 | $280.65 | 87.19% |
| TXN | Joint | Feb 13, 2024 | $156.85 | Oct 14, 2026 | $280.65 | 78.93% |
| TXN | Joint | May 21, 2024 | $199.01 | Oct 14, 2026 | $280.65 | 41.02% |
| LMT | Joint | Oct 20, 2021 | $371.13 | Sep 23, 2026 | $524.68 | 41.37% |
| CB | Joint | Aug 31, 2026 | $338.60 | Sep 23, 2026 | $335.21 | -1.00% |
| CVX | Joint | Oct 20, 2021 | $113.16 | Sep 23, 2026 | $205.51 | 81.61% |
| LMT | Joint | Oct 20, 2021 | $371.13 | Sep 17, 2026 | $538.09 | 44.99% |
| CDNS | Joint | Aug 18, 2022 | $190.73 | Sep 14, 2026 | $279.06 | 46.31% |
| ORLY | Joint | Oct 20, 2021 | $42.96 | Sep 2, 2026 | $86.97 | 102.44% |
| NEE | Joint | Sep 15, 2021 | $84.61 | Sep 2, 2026 | $83.10 | -1.78% |
| LMT | Joint | Oct 20, 2021 | $371.13 | Sep 2, 2026 | $531.55 | 43.22% |
| CDNS | Joint | Aug 18, 2022 | $190.73 | Sep 2, 2026 | $306.67 | 60.79% |
| PTC | Joint | Aug 25, 2022 | $119.32 | Aug 31, 2026 | $155.74 | 30.52% |
| ORLY | Joint | Oct 20, 2021 | $42.96 | Aug 31, 2026 | $88.80 | 106.70% |
| OKE | Joint | Nov 14, 2023 | $65.73 | Aug 31, 2026 | $96.01 | 46.07% |
| OKE | Joint | Feb 14, 2024 | $69.11 | Aug 31, 2026 | $96.01 | 38.92% |
| OKE | Joint | May 15, 2024 | $81.61 | Aug 31, 2026 | $96.01 | 17.64% |
| ITW | Joint | Oct 20, 2021 | $223.67 | Aug 31, 2026 | $275.37 | 23.11% |
| MDT | Joint | Sep 23, 2021 | $130.64 | Mar 20, 2026 | $86.16 | -34.05% |
| ACN | Joint | Sep 23, 2021 | $343.00 | Mar 16, 2026 | $199.31 | -41.89% |
| UNH | Joint | Sep 23, 2021 | $408.03 | Dec 23, 2025 | $324.80 | -20.40% |
| ORLY | Joint | Oct 20, 2021 | $42.96 | Oct 28, 2025 | $96.30 | 124.16% |
| HD | Joint | Mar 23, 2023 | $283.91 | Sep 26, 2025 | $410.09 | 44.44% |
| HD | Joint | Jun 15, 2023 | $302.02 | Sep 26, 2025 | $410.09 | 35.78% |
| HD | Joint | Sep 14, 2023 | $329.63 | Sep 26, 2025 | $410.09 | 24.41% |
| HD | Joint | Dec 14, 2023 | $351.81 | Sep 26, 2025 | $410.09 | 16.57% |
| JNJ | Joint | Dec 7, 2021 | $163.36 | Dec 31, 2024 | $144.62 | -11.47% |
| JNJ | Joint | Mar 8, 2022 | $168.72 | Dec 31, 2024 | $144.62 | -14.28% |
| JNJ | Joint | Jun 7, 2022 | $178.34 | Dec 31, 2024 | $144.62 | -18.91% |
| JNJ | Joint | Dec 6, 2022 | $176.10 | Dec 31, 2024 | $144.62 | -17.88% |
| JNJ | Joint | Mar 7, 2023 | $154.09 | Dec 31, 2024 | $144.62 | -6.15% |
| JNJ | Joint | Jun 6, 2023 | $158.18 | Dec 31, 2024 | $144.62 | -8.57% |
| JNJ | Joint | Sep 7, 2023 | $160.03 | Dec 31, 2024 | $144.62 | -9.63% |
| JNJ | Joint | Dec 5, 2023 | $158.55 | Dec 31, 2024 | $144.62 | -8.79% |
| JNJ | Joint | Mar 5, 2024 | $159.97 | Dec 31, 2024 | $144.62 | -9.60% |
| JNJ | Joint | Jun 4, 2024 | $147.80 | Dec 31, 2024 | $144.62 | -2.15% |
| INTC | Joint | Nov 26, 2021 | $48.78 | Dec 31, 2024 | $20.05 | -58.90% |
| INTC | Joint | Mar 1, 2022 | $46.82 | Dec 31, 2024 | $20.05 | -57.18% |
| INTC | Joint | Jun 1, 2022 | $44.11 | Dec 31, 2024 | $20.05 | -54.55% |
| INTC | Joint | Dec 1, 2022 | $29.83 | Dec 31, 2024 | $20.05 | -32.79% |
| INTC | Joint | Mar 1, 2023 | $25.33 | Dec 31, 2024 | $20.05 | -20.84% |
| DVN | Joint | Dec 30, 2021 | $43.67 | Dec 31, 2024 | $32.73 | -25.05% |
| DVN | Joint | Mar 31, 2022 | $59.13 | Dec 31, 2024 | $32.73 | -44.65% |
| DVN | Joint | Jun 30, 2022 | $55.11 | Dec 31, 2024 | $32.73 | -40.61% |
| DVN | Joint | Sep 30, 2022 | $60.13 | Dec 31, 2024 | $32.73 | -45.57% |
| DVN | Joint | Dec 30, 2022 | $61.51 | Dec 31, 2024 | $32.73 | -46.79% |
| DVN | Joint | Mar 31, 2023 | $50.61 | Dec 31, 2024 | $32.73 | -35.33% |
| DVN | Joint | Jun 30, 2023 | $48.34 | Dec 31, 2024 | $32.73 | -32.29% |
| DVN | Joint | Sep 29, 2023 | $47.70 | Dec 31, 2024 | $32.73 | -31.38% |
821 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| HD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Home Depot, Inc. (HD) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 14, 2023 | Sep 14, 2026 |
| RTX — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ RTX Corporation (RTX) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 14, 2023 | Sep 14, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Dec 14, 2023 | Sep 12, 2026 |
| RTX — RTX Corporation (RTX) [ST] | Joint | Purchase | Dec 14, 2023 | Sep 12, 2026 |
| UNH — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 12, 2023 | Sep 14, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | Purchase | Dec 12, 2023 | Sep 12, 2026 |
| EMR — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Emerson Electric Company (EMR) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 11, 2023 | Sep 14, 2026 |
| XOM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Exxon Mobil Corporation (XOM) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 11, 2023 | Sep 14, 2026 |
| ROK — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Rockwell Automation, Inc. (ROK) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 11, 2023 | Sep 14, 2026 |
| EMR — Emerson Electric Company (EMR) [ST] | Joint | Purchase | Dec 11, 2023 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation (XOM) [ST] | Joint | Purchase | Dec 11, 2023 | Sep 12, 2026 |
| ROK — Rockwell Automation, Inc. (ROK) [ST] | Joint | Purchase | Dec 11, 2023 | Sep 12, 2026 |
| CCLD — Kaden Everett Hern Trust ⇒ CareCloud, Inc. (CCLD) [ST] | Dependent | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 8, 2023 | Sep 14, 2026 |
| CCLD — CareCloud, Inc. (CCLD) [ST] | Dependent | Sale | Dec 8, 2023 | Sep 12, 2026 |
| JNJ — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Johnson & Johnson (JNJ) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 5, 2023 | Sep 14, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Joint | Purchase | Dec 5, 2023 | Sep 12, 2026 |
| ACN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 15, 2023 | Sep 14, 2026 |
| MRSH — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Marsh & McLennan Companies, Inc. (MMC) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 15, 2023 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | Purchase | Nov 15, 2023 | Sep 12, 2026 |
| MRSH — Marsh & McLennan Companies, Inc. (MMC) [ST] | Joint | Purchase | Nov 15, 2023 | Sep 12, 2026 |
| OKE — Hern Family Foundation ⇒ ONEOK, Inc. (OKE) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 14, 2023 | Sep 14, 2026 |
| TXN — Hern Family Foundation ⇒ Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 14, 2023 | Sep 14, 2026 |
| OKE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ONEOK, Inc. (OKE) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 14, 2023 | Sep 14, 2026 |
| TXN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 14, 2023 | Sep 14, 2026 |
| OKE — ONEOK, Inc. (OKE) [ST] | Joint | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Ptr | Nov 14, 2023 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Nov 14, 2023 | Sep 12, 2026 |
| JPM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ JP Morgan Chase & Co. (JPM) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 31, 2023 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | Purchase | Oct 31, 2023 | Sep 12, 2026 |
| CMP — Kevin Hern Traditional IRA ⇒ Compass Minerals Intl Inc (CMP) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 11, 2023 | Sep 14, 2026 |
| VOD — Kevin Hern Traditional IRA ⇒ Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 11, 2023 | Sep 14, 2026 |
| CMP — Compass Minerals Intl Inc (CMP) [ST] | Not reported | Sale | Oct 11, 2023 | Sep 12, 2026 |
| VOD — Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) [ST] | Not reported | Sale | Oct 11, 2023 | Sep 12, 2026 |
| DVN — Hern Family Foundation ⇒ Devon Energy Corporation (DVN) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 29, 2023 | Sep 14, 2026 |
| DVN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Devon Energy Corporation (DVN) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 29, 2023 | Sep 14, 2026 |
| DVN — Devon Energy Corporation (DVN) [ST] | Joint | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Sep 29, 2023 | Sep 12, 2026 |
| MMP — Hern Family Foundation ⇒ Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Sep 26, 2023 | Sep 14, 2026 |
| MMP — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Sep 26, 2023 | Sep 14, 2026 |
| MMP — Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | ExchangeSource rows (2)$550,002–$1,100,000 Original ↗ · Row 9 · Ptr Original ↗ · Row 11 · Ptr | Sep 26, 2023 | Sep 12, 2026 |
| MMP — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 25, 2023 | Sep 14, 2026 |
| WMB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 25, 2023 | Sep 14, 2026 |
| MMP — Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | Purchase | Sep 25, 2023 | Sep 12, 2026 |
| WMB — Williams Companies, Inc. (WMB) [ST] | Joint | Purchase | Sep 25, 2023 | Sep 12, 2026 |
| PXD — Hern Family Foundation ⇒ Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 21, 2023 | Sep 14, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Joint | Purchase | Sep 21, 2023 | Sep 12, 2026 |
| LIN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Linde plc Ordinary Shares (LIN) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 19, 2023 | Sep 14, 2026 |
| UNH — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 19, 2023 | Sep 14, 2026 |
| LIN — Linde plc Ordinary Shares (LIN) [ST] | Joint | Purchase | Sep 19, 2023 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | Purchase | Sep 19, 2023 | Sep 12, 2026 |
| NEE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ NextEra Energy, Inc. (NEE) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 15, 2023 | Sep 14, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | Purchase | Sep 15, 2023 | Sep 12, 2026 |
94 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.
| Filed | Report | Holdings date | Availability |
|---|---|---|---|
| Oct 28, 2026 | Kevin Hern — PTR filed 2026-10-28 Ptr | Not established | Parsed |
| Oct 13, 2026 | Kevin Hern — PTR filed 2026-10-13 Ptr | Not established | Parsed |
| Sep 25, 2026 | Kevin Hern — PTR filed 2026-09-25 Ptr | Not established | Parsed |
| Sep 1, 2026 | Kevin Hern — PTR filed 2026-09-01 Ptr | Not established | Parsed |
| Aug 12, 2026 | Kevin Hern — PTR filed 2026-08-12 Ptr | Not established | Needs review |
| Aug 10, 2026 | Kevin Hern — PTR filed 2026-08-10 Ptr | Not established | Parsed |
| Jul 16, 2026 | Kevin Hern — PTR filed 2026-07-16 Ptr | Not established | Parsed |
| Jun 25, 2026 | Kevin Hern — Annual report filed 2026-06-25 Annual | Dec 31, 2025 | Needs review |
| Jun 2, 2026 | Kevin Hern — PTR filed 2026-06-02 Ptr | Not established | Parsed |
| May 5, 2026 | Kevin Hern — PTR filed 2026-05-05 Ptr | Not established | Parsed |
| Apr 18, 2026 | Kevin Hern — Financial disclosure (X) filed 2026-04-18 Financial | Not established | Parsed |
| Apr 3, 2026 | Kevin Hern — PTR filed 2026-04-03 Ptr | Not established | Parsed |
| Mar 6, 2026 | Kevin Hern — PTR filed 2026-03-06 Ptr | Not established | Parsed |
| Feb 18, 2026 | Kevin Hern — PTR filed 2026-02-18 Ptr | Not established | Parsed |
| Jan 22, 2026 | Kevin Hern — PTR filed 2026-01-22 Ptr | Not established | Parsed |
| Nov 16, 2025 | Kevin Hern — PTR filed 2025-11-16 Ptr | Not established | Parsed |
| Oct 16, 2025 | Kevin Hern — PTR filed 2025-10-16 Ptr | Not established | Parsed |
| Aug 4, 2025 | Kevin Hern — Annual report filed 2025-08-04 Annual | Dec 31, 2024 | Needs review |
| May 13, 2025 | Kevin Hern — PTR filed 2025-05-13 Ptr | Not established | Parsed |
| May 3, 2025 | Kevin Hern — Financial disclosure (X) filed 2025-05-03 Financial | Not established | Parsed |
| Apr 23, 2025 | Kevin Hern — PTR filed 2025-04-23 Ptr | Not established | Parsed |
| Feb 14, 2025 | Kevin Hern — PTR filed 2025-02-14 Ptr | Not established | Parsed |
| Jan 15, 2025 | Kevin Hern — PTR filed 2025-01-15 Ptr | Not established | Parsed |
| Dec 16, 2024 | Kevin Hern — PTR filed 2024-12-16 Ptr | Not established | Parsed |
| Nov 15, 2024 | Kevin Hern — PTR filed 2024-11-15 Ptr | Not established | Parsed |
| Oct 16, 2024 | Kevin Hern — PTR filed 2024-10-16 Ptr | Not established | Parsed |
| Aug 12, 2024 | Kevin Hern — Annual report filed 2024-08-12 Annual | Dec 31, 2023 | Needs review |
| Aug 10, 2024 | Kevin Hern — PTR filed 2024-08-10 Ptr | Not established | Parsed |
| Jul 15, 2024 | Kevin Hern — PTR filed 2024-07-15 Ptr | Not established | Parsed |
| Jun 7, 2024 | Kevin Hern — PTR filed 2024-06-07 Ptr | Not established | Parsed |
| May 13, 2024 | Kevin Hern — Financial disclosure (X) filed 2024-05-13 Financial | Not established | Parsed |
| May 12, 2024 | Kevin Hern — PTR filed 2024-05-12 Ptr | Not established | Parsed |
| Apr 12, 2024 | Kevin Hern — PTR filed 2024-04-12 Ptr | Not established | Parsed |
| Mar 12, 2024 | Kevin Hern — PTR filed 2024-03-12 Ptr | Not established | Parsed |
| Feb 11, 2024 | Kevin Hern — PTR filed 2024-02-11 Ptr | Not established | Parsed |
| Jan 13, 2024 | Kevin Hern — PTR filed 2024-01-13 Ptr | Not established | Parsed |
| Dec 7, 2023 | Kevin Hern — PTR filed 2023-12-07 Ptr | Not established | Parsed |
| Nov 17, 2023 | Kevin Hern — PTR filed 2023-11-17 Ptr | Not established | Parsed |
| Oct 13, 2023 | Kevin Hern — PTR filed 2023-10-13 Ptr | Not established | Parsed |
| Sep 7, 2023 | Kevin Hern — PTR filed 2023-09-07 Ptr | Not established | Parsed |
| Aug 16, 2023 | Kevin Hern — PTR filed 2023-08-16 Ptr | Not established | Parsed |
| Jul 12, 2023 | Kevin Hern — PTR filed 2023-07-12 Ptr | Not established | Parsed |
| Jun 13, 2023 | Kevin Hern — PTR filed 2023-06-13 Ptr | Not established | Parsed |
| May 15, 2023 | Kevin Hern — Annual report filed 2023-05-15 Annual | Dec 31, 2022 | Needs review |
| May 11, 2023 | Kevin Hern — PTR filed 2023-05-11 Ptr | Not established | Parsed |
| Apr 10, 2023 | Kevin Hern — PTR filed 2023-04-10 Ptr | Not established | Parsed |
| Mar 15, 2023 | Kevin Hern — PTR filed 2023-03-15 Ptr | Not established | Parsed |
| Feb 14, 2023 | Kevin Hern — PTR filed 2023-02-14 Ptr | Not established | Parsed |
| Jan 13, 2023 | Kevin Hern — PTR filed 2023-01-13 Ptr | Not established | Parsed |
| Dec 8, 2022 | Kevin Hern — PTR filed 2022-12-08 Ptr | Not established | Parsed |