| ORLY — Hern Family Foundation ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Annual joint · S (partial) · $1,001 - $15,000 | Oct 28, 2025 | Sep 14, 2026 |
| MSFT — Hern Family Foundation ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 12 · Annual joint · S (partial) · $15,001 - $50,000 | Oct 28, 2025 | Sep 14, 2026 |
| HD — Kevin Hern Traditional IRA ⇒ Home Depot, Inc. (HD) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual not_reported · S (partial) · $1,001 - $15,000 | Oct 28, 2025 | Sep 14, 2026 |
| CSX — Kevin Hern Traditional IRA ⇒ CSX Corporation (CSX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 21 · Annual not_reported · S (partial) · $15,001 - $50,000 | Oct 28, 2025 | Sep 14, 2026 |
| STX — Kevin Hern Traditional IRA ⇒ Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 22 · Annual not_reported · S (partial) · $15,001 - $50,000 | Oct 28, 2025 | Sep 14, 2026 |
| BSX — Boston Scientific Corporation Common Stock (BSX) [ST] | Joint | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Ptr joint · S (partial) · $15,001 - $50,000 | Oct 28, 2025 | Sep 11, 2026 |
| CSX — CSX Corporation (CSX) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Oct 28, 2025 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr not_reported · S (partial) · $1,001 - $15,000 | Oct 28, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 10 · Ptr joint · S (partial) · $15,001 - $50,000 | Oct 28, 2025 | Sep 11, 2026 |
| ORLY — O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | Joint | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · S (partial) · $1,001 - $15,000 | Oct 28, 2025 | Sep 11, 2026 |
| STX — Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 14 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Oct 28, 2025 | Sep 11, 2026 |
| ACN — Hern Family Foundation ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$100,001 - $250,000 Original ↗ · Row 13 · Annual joint · S · $100,001 - $250,000 | Oct 27, 2025 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | SaleSource rows (1)$100,001 - $250,000 Original ↗ · Row 1 · Ptr joint · S · $100,001 - $250,000 | Oct 27, 2025 | Sep 11, 2026 |
| MCD — Hern Family Foundation ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual joint · S · $1,001 - $15,000 | Oct 23, 2025 | Sep 14, 2026 |
| MCD — Hern Family Revocable Trust ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$100,001 - $250,000 Original ↗ · Row 17 · Annual joint · S · $100,001 - $250,000 | Oct 23, 2025 | Sep 14, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Joint | SaleSource rows (2)$101,002–$265,000 Original ↗ · Row 8 · Ptr joint · S · $1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · S · $100,001 - $250,000 | Oct 23, 2025 | Sep 11, 2026 |
| ETN — Kevin Hern Traditional IRA ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 23 · Annual not_reported · S (partial) · $15,001 - $50,000 | Oct 6, 2025 | Sep 14, 2026 |
| STX — Kevin Hern Traditional IRA ⇒ Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 24 · Annual not_reported · S (partial) · $15,001 - $50,000 | Oct 6, 2025 | Sep 14, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 6 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Oct 6, 2025 | Sep 11, 2026 |
| STX — Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 15 · Ptr not_reported · S (partial) · $15,001 - $50,000 | Oct 6, 2025 | Sep 11, 2026 |
| MSFT — Hern Family Foundation ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 6 · Annual joint · S (partial) · $15,001 - $50,000 | Sep 26, 2025 | Sep 14, 2026 |
| MASI — Hern Family Foundation ⇒ Masimo Corporation - Common Stock (MASI) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Annual joint · S · $15,001 - $50,000 | Sep 26, 2025 | Sep 14, 2026 |
| HD — Hern Family Foundation ⇒ Home Depot, Inc. (HD) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 8 · Annual joint · S (partial) · $15,001 - $50,000 | Sep 26, 2025 | Sep 14, 2026 |
| ACN — Hern Family Foundation ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 9 · Annual joint · S (partial) · $15,001 - $50,000 | Sep 26, 2025 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr joint · S (partial) · $15,001 - $50,000 | Sep 26, 2025 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr joint · S (partial) · $15,001 - $50,000 | Sep 26, 2025 | Sep 11, 2026 |
| MASI — Masimo Corporation - Common Stock (MASI) [ST] | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr joint · S · $15,001 - $50,000 | Sep 26, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Ptr joint · S (partial) · $15,001 - $50,000 | Sep 26, 2025 | Sep 11, 2026 |
| DVN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Devon Energy Corporation Common Stock (DVN) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$250,001 - $500,000 Original ↗ · Row 79 · Annual joint · S (partial) · $250,001 - $500,000 | Dec 31, 2024 | Sep 14, 2026 |
| AGCO — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ AGCO Corporation Common Stock (AGCO) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 80 · Annual joint · S · $50,001 - $100,000 | Dec 31, 2024 | Sep 14, 2026 |
| EL — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Estee Lauder Companies, Inc. (EL) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 81 · Annual joint · S · $15,001 - $50,000 | Dec 31, 2024 | Sep 14, 2026 |
| DXCM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ DexCom, Inc. - Common Stock (DXCM) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 82 · Annual joint · S · $50,001 - $100,000 | Dec 31, 2024 | Sep 14, 2026 |
| JNJ — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$100,001 - $250,000 Original ↗ · Row 83 · Annual joint · S · $100,001 - $250,000 | Dec 31, 2024 | Sep 14, 2026 |
| INTC — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Intel Corporation - Common Stock (INTC) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 84 · Annual joint · S · $50,001 - $100,000 | Dec 31, 2024 | Sep 14, 2026 |
| AGCO — AGCO Corporation Common Stock (AGCO) [ST] | Joint | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 1 · Ptr joint · S · $50,001 - $100,000 | Dec 31, 2024 | Sep 11, 2026 |
| DVN — Devon Energy Corporation Common Stock (DVN) [ST] | Joint | Sale (partial)Source rows (1)$250,001 - $500,000 Original ↗ · Row 3 · Ptr joint · S (partial) · $250,001 - $500,000 | Dec 31, 2024 | Sep 11, 2026 |
| DXCM — DexCom, Inc. - Common Stock (DXCM) [ST] | Joint | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 4 · Ptr joint · S · $50,001 - $100,000 | Dec 31, 2024 | Sep 11, 2026 |
| EL — Estee Lauder Companies, Inc. (EL) [ST] | Joint | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Ptr joint · S · $15,001 - $50,000 | Dec 31, 2024 | Sep 11, 2026 |
| INTC — Intel Corporation - Common Stock (INTC) [ST] | Joint | SaleSource rows (1)$50,001 - $100,000 Original ↗ · Row 8 · Ptr joint · S · $50,001 - $100,000 | Dec 31, 2024 | Sep 11, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Joint | SaleSource rows (1)$100,001 - $250,000 Original ↗ · Row 9 · Ptr joint · S · $100,001 - $250,000 | Dec 31, 2024 | Sep 11, 2026 |
| HD — Hern Family Foundation ⇒ Home Depot, Inc. (HD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 104 · Annual joint · P · $1,001 - $15,000 | Dec 12, 2024 | Sep 14, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000 | Dec 12, 2024 | Sep 11, 2026 |
| XOM — Hern Family Foundation ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 105 · Annual joint · P · $1,001 - $15,000 | Dec 10, 2024 | Sep 14, 2026 |
| XOM — Exxon Mobil Corporation Common Stock (XOM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 | Dec 10, 2024 | Sep 11, 2026 |
| MCD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$100,001 - $250,000 Original ↗ · Row 62 · Annual joint · P · $100,001 - $250,000 | Oct 29, 2024 | Sep 14, 2026 |
| MCD — McDonald's Corporation Common Stock (MCD) [ST] | Joint | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 1 · Ptr joint · P · $100,001 - $250,000 | Oct 29, 2024 | Sep 11, 2026 |
| CB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Chubb Limited Common Stock (CB) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 56 · Annual joint · P · $1,001 - $15,000 | Jul 8, 2024 | Sep 14, 2026 |
| CB — Chubb Limited Common Stock (CB) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 | Jul 8, 2024 | Sep 12, 2026 |
| DVN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Devon Energy Corporation Common Stock (DVN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 51 · Annual joint · P · $1,001 - $15,000 | Jun 28, 2024 | Sep 14, 2026 |
| LMT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 52 · Annual joint · P · $1,001 - $15,000 | Jun 28, 2024 | Sep 14, 2026 |