| WMB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Annual joint · P · $1,001 - $15,000 | Mar 25, 2024 | Sep 14, 2026 |
| WMB — Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · P · $1,001 - $15,000 | Mar 25, 2024 | Sep 12, 2026 |
| PXD — Hern Family Foundation ⇒ Pioneer Natural Resources Company Common Stock (PXD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 27 · Annual joint · P · $1,001 - $15,000 | Mar 22, 2024 | Sep 14, 2026 |
| PXD — Pioneer Natural Resources Company Common Stock (PXD) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · P · $1,001 - $15,000 | Mar 22, 2024 | Sep 12, 2026 |
| HD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Home Depot, Inc. (HD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Annual joint · P · $1,001 - $15,000 | Mar 21, 2024 | Sep 14, 2026 |
| RTX — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ RTX Corporation Common Stock (RTX) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual joint · P · $1,001 - $15,000 | Mar 21, 2024 | Sep 14, 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 25 · Annual joint · P · $1,001 - $15,000 | Mar 21, 2024 | Sep 14, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 | Mar 21, 2024 | Sep 12, 2026 |
| RTX — RTX Corporation Common Stock (RTX) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · P · $1,001 - $15,000 | Mar 21, 2024 | Sep 12, 2026 |
| UNH — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Annual joint · P · $1,001 - $15,000 | Mar 19, 2024 | Sep 14, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr joint · P · $1,001 - $15,000 | Mar 19, 2024 | Sep 12, 2026 |
| NEE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual joint · P · $1,001 - $15,000 | Mar 15, 2024 | Sep 14, 2026 |
| NEE — NextEra Energy, Inc. Common Stock (NEE) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · P · $1,001 - $15,000 | Mar 15, 2024 | Sep 12, 2026 |
| EMR — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Emerson Electric Company Common Stock (EMR) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual joint · P · $1,001 - $15,000 | Mar 11, 2024 | Sep 14, 2026 |
| XOM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual joint · P · $1,001 - $15,000 | Mar 11, 2024 | Sep 14, 2026 |
| ROK — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Rockwell Automation, Inc. Common Stock (ROK) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual joint · P · $1,001 - $15,000 | Mar 11, 2024 | Sep 14, 2026 |
| EMR — Emerson Electric Company Common Stock (EMR) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 | Mar 11, 2024 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation Common Stock (XOM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 | Mar 11, 2024 | Sep 12, 2026 |
| ROK — Rockwell Automation, Inc. Common Stock (ROK) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · P · $1,001 - $15,000 | Mar 11, 2024 | Sep 12, 2026 |
| JNJ — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Annual joint · P · $1,001 - $15,000 | Mar 5, 2024 | Sep 14, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000 | Mar 5, 2024 | Sep 12, 2026 |
| ACN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Annual joint · P · $1,001 - $15,000 | Feb 20, 2024 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Feb 20, 2024 | Sep 12, 2026 |
| MMC — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Annual joint · P · $1,001 - $15,000 | Feb 15, 2024 | Sep 14, 2026 |
| MMC — Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 | Feb 15, 2024 | Sep 12, 2026 |
| OKE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ONEOK, Inc. Common Stock (OKE) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Annual joint · P · $1,001 - $15,000 | Feb 14, 2024 | Sep 14, 2026 |
| OKE — Hern Family Foundation ⇒ ONEOK, Inc. Common Stock (OKE) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Annual joint · P · $1,001 - $15,000 | Feb 14, 2024 | Sep 14, 2026 |
| OKE — ONEOK, Inc. Common Stock (OKE) [ST] | Joint | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 | Feb 14, 2024 | Sep 12, 2026 |
| TXN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Annual joint · P · $1,001 - $15,000 | Feb 13, 2024 | Sep 14, 2026 |
| TXN — Hern Family Foundation ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual joint · P · $1,001 - $15,000 | Feb 13, 2024 | Sep 14, 2026 |
| TXN — Texas Instruments Incorporated - Common Stock (TXN) [ST] | Joint | PurchaseSource rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000 | Feb 13, 2024 | Sep 12, 2026 |
| JPM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Annual joint · P · $1,001 - $15,000 | Jan 31, 2024 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 | Jan 31, 2024 | Sep 12, 2026 |
| COST — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Annual joint · P · $1,001 - $15,000 | Jan 12, 2024 | Sep 14, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Jan 12, 2024 | Sep 12, 2026 |
| EXAS — Kaden Everett Hern Trust ⇒ Exact Sciences Corporation - Common Stock (EXAS) [ST] | Dependent | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Annual dependent · S · $1,001 - $15,000 | Jan 2, 2024 | Sep 14, 2026 |
| VUZI — Kaden Everett Hern Trust ⇒ Vuzix Corporation (VUZI) [ST] | Dependent | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual dependent · S · $1,001 - $15,000 | Jan 2, 2024 | Sep 14, 2026 |
| EXAS — Exact Sciences Corporation - Common Stock (EXAS) [ST] | Dependent | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr dependent · S · $1,001 - $15,000 | Jan 2, 2024 | Sep 12, 2026 |
| VUZI — Vuzix Corporation (VUZI) [ST] | Dependent | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr dependent · S · $1,001 - $15,000 | Jan 2, 2024 | Sep 12, 2026 |
| DVN — Hern Family Foundation ⇒ Devon Energy Corporation (DVN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Annual joint · P · $1,001 - $15,000 | Dec 29, 2023 | Sep 14, 2026 |
| DVN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Devon Energy Corporation (DVN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 54 · Annual joint · P · $15,001 - $50,000 | Dec 29, 2023 | Sep 14, 2026 |
| LMT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Lockheed Martin Corporation (LMT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 90 · Annual joint · P · $1,001 - $15,000 | Dec 29, 2023 | Sep 14, 2026 |
| DVN — Devon Energy Corporation (DVN) [ST] | Joint | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 2 · Ptr joint · P · $15,001 - $50,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 | Dec 29, 2023 | Sep 12, 2026 |
| LMT — Lockheed Martin Corporation (LMT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · P · $1,001 - $15,000 | Dec 29, 2023 | Sep 12, 2026 |
| WMB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 136 · Annual joint · P · $1,001 - $15,000 | Dec 26, 2023 | Sep 14, 2026 |
| WMB — Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr joint · P · $1,001 - $15,000 | Dec 26, 2023 | Sep 12, 2026 |
| PXD — Hern Family Foundation ⇒ Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 38 · Annual joint · P · $1,001 - $15,000 | Dec 22, 2023 | Sep 14, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · P · $1,001 - $15,000 | Dec 22, 2023 | Sep 12, 2026 |
| LIN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 85 · Annual joint · P · $1,001 - $15,000 | Dec 18, 2023 | Sep 14, 2026 |
| LIN — Linde plc - Ordinary Shares (LIN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · P · $1,001 - $15,000 | Dec 18, 2023 | Sep 12, 2026 |