Elected Trades

All politicians

Kevin Hern

Estimate as of Oct 26, 2026

Republican · House OK01

Wikipedia biography ↗Years Elected: About 8.0Rank: #80

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

11.21%

Cumulative estimated return

SPY: 13.01%
Outperformance: -1.80 percentage points

2025-10-24 – 2026-10-26

Missing information
  • 200 rows without a saved price.
  • 44 sales exceeding observed holdings (unmatched amount omitted).
  • 1298 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

37.11%

Cumulative estimated return

SPY: 85.52%
Outperformance: -48.41 percentage points

2023-10-26 – 2026-10-26

Missing information
  • 200 rows without a saved price.
  • 44 sales exceeding observed holdings (unmatched amount omitted).
  • 1298 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

26.03%

Cumulative estimated return

SPY: 67.86%
Outperformance: -41.83 percentage points

2021-10-26 – 2026-10-26

Missing information
  • 200 rows without a saved price.
  • 44 sales exceeding observed holdings (unmatched amount omitted).
  • 1298 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 643 parsed trades. Ranks use three-year return.

How estimates are calculated

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.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
DISJoint$15,001 - $50,000UnavailableUnavailable$113.11Nov 2, 2026Unavailable
WMBJoint$1,000,001 - $5,000,000UnavailableUnavailable$71.19Nov 2, 2026Unavailable
ABBJoint$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
ACNJoint$500,001 - $1,000,000UnavailableUnavailable$260.94Nov 2, 2026Unavailable
BSXJoint$250,001 - $500,000UnavailableUnavailable$44.32Nov 2, 2026Unavailable
CDNSJoint$250,001 - $500,000UnavailableUnavailable$329.51Nov 2, 2026Unavailable
CBJoint$250,001 - $500,000UnavailableUnavailable$368.98Nov 2, 2026Unavailable
COSTJoint$500,001 - $1,000,000UnavailableUnavailable$1040.55Nov 2, 2026Unavailable
DVNJoint$500,001 - $1,000,000UnavailableUnavailable$48.63Nov 2, 2026Unavailable
EMRJoint$500,001 - $1,000,000UnavailableUnavailable$165.96Nov 2, 2026Unavailable
FCXJoint$100,001 - $250,000UnavailableUnavailable$62.97Nov 2, 2026Unavailable
ICLRJoint$250,001 - $500,000UnavailableUnavailableUnavailableUnavailable
IQVJoint$100,001 - $250,000UnavailableUnavailable$258.44Nov 2, 2026Unavailable
JPMJoint$500,001 - $1,000,000UnavailableUnavailable$340.58Nov 2, 2026Unavailable
LMTJoint$250,001 - $500,000UnavailableUnavailable$643.15Nov 2, 2026Unavailable
MRSHJoint$250,001 - $500,000UnavailableUnavailableUnavailableUnavailable
NEEJoint$250,001 - $500,000UnavailableUnavailable$85.03Nov 2, 2026Unavailable
OGNJoint$1,001 - $15,000UnavailableUnavailable$13.82Nov 2, 2026Unavailable
PRGSJoint$50,001 - $100,000UnavailableUnavailable$44.88Nov 2, 2026Unavailable
PLDJoint$50,001 - $100,000UnavailableUnavailable$129.65Nov 2, 2026Unavailable
PTCJoint$100,001 - $250,000UnavailableUnavailable$194.31Nov 2, 2026Unavailable
PWRJoint$250,001 - $500,000UnavailableUnavailable$621.18Nov 2, 2026Unavailable
AAPLDependent$100,001 - $250,000UnavailableUnavailable$338.32Nov 2, 2026Unavailable
BSXDependent$15,001 - $50,000UnavailableUnavailable$44.32Nov 2, 2026Unavailable
CVXDependent$15,001 - $50,000UnavailableUnavailable$227.77Nov 2, 2026Unavailable
IQVDependent$1,001 - $15,000UnavailableUnavailable$258.44Nov 2, 2026Unavailable
AAPLDependent$100,001 - $250,000UnavailableUnavailable$338.32Nov 2, 2026Unavailable
BSXDependent$15,001 - $50,000UnavailableUnavailable$44.32Nov 2, 2026Unavailable
CVXDependent$15,001 - $50,000UnavailableUnavailable$227.77Nov 2, 2026Unavailable
VUZIDependent$1,001 - $15,000UnavailableUnavailable$1.80Nov 2, 2026Unavailable
ALCNot reported$1,001 - $15,000UnavailableUnavailable$73.63Nov 2, 2026Unavailable
BUDNot reported$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
BIIBNot reported$1,001 - $15,000UnavailableUnavailable$249.01Nov 2, 2026Unavailable
BOKFNot reported$15,001 - $50,000UnavailableUnavailable$132.51Nov 2, 2026Unavailable
CNPNot reported$15,001 - $50,000UnavailableUnavailable$42.65Nov 2, 2026Unavailable
CVXNot reported$15,001 - $50,000UnavailableUnavailable$227.77Nov 2, 2026Unavailable
CLNot reported$1,001 - $15,000UnavailableUnavailable$97.43Nov 2, 2026Unavailable
CTRANot reported$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
CSXNot reported$15,001 - $50,000UnavailableUnavailable$51.62Nov 2, 2026Unavailable
ETNNot reported$15,001 - $50,000UnavailableUnavailable$366.07Nov 2, 2026Unavailable
FNot reported$1,001 - $15,000UnavailableUnavailable$12.60Nov 2, 2026Unavailable
GPSNot reported$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HDNot reported$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HRLNot reported$1,001 - $15,000UnavailableUnavailable$21.47Nov 2, 2026Unavailable
KMBNot reported$1,001 - $15,000UnavailableUnavailable$108.25Nov 2, 2026Unavailable
NKENot reported$15,001 - $50,000UnavailableUnavailable$39.12Nov 2, 2026Unavailable
NVSNot reported$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
NVONot reported$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
OGENot reported$15,001 - $50,000UnavailableUnavailable$50.21Nov 2, 2026Unavailable
PBANot reported$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable

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.

Estimated positions as of Oct 26, 2026
AssetOwnerEstimated unitsEstimated value
Apple Inc. - Common Stock (AAPL) [ST]dependent1236.830183166328262309410512425358.27
Boston Scientific Corporation Common Stock (BSX) [ST]dependent511.350179513512517360791165923307.34
Kelby Austin Hern Trust ⇒ Chevron Corporation (CVX) [ST]dependent426.487763270126632110753887698949.43
IQVIA Holdings, Inc. Common Stock (IQV) [ST]dependent10.666514189058825651576408702918.36
Accenture plc Class A Ordinary Shares (ACN) [ST]joint913.886518346663488102159682225940.16
Adobe Inc. - Common Stock (ADBE) [ST]joint91.194636630121428534587390723584.76
Hern Family Revocable Trust ⇒ Ameriprise Financial, Inc. (AMP) [ST]joint152.956112085491699636986580775499.14
Hern Family Revocable Trust ⇒ Amazon.com, Inc. (AMZN) [ST]joint2382.813447708170869075470063593535.00
Boeing Company (BA) [ST]joint10.69838508434647657660514062014.61
Becton, Dickinson and Company Common Stock (BDX) [ST]joint11.88853927317845410820313642334.79
Hern Family Revocable Trust ⇒ BlackRock, Inc. (BLK) [ST]joint140.1433189453818412840779565158034.02
Boston Scientific Corporation Common Stock (BSX) [ST]joint809.36822537285520919503698636891.00
Hern Family Revocable Trust ⇒ The Blackstone Group Inc. Class a (BX) [sT]joint724.007865570253843403646764486200.38
Carrier Global Corporation Common Stock (CARR) [ST]joint23.97283485654216121616189001353.03
Chubb Limited Common Stock (CB) [ST]joint1226.856394711693568850569997437668.75
Cadence Design Systems, Inc. - Common Stock (CDNS) [ST]joint1537.109813886276993010719041495210.67
Colgate-Palmolive Company Common Stock (CL) [ST]joint873.540509613190389409837751481326.62
Comcast Corporation - Class A Common Stock (CMCSA) [ST]joint42.6454503413164195424578387940.33
Hern Family Revocable Trust ⇒ Cummins Inc. (CMI) [ST]joint342.8357331766088745224801646179004.82
Hern Family Revocable Trust ⇒ Cencora, Inc. Common Stock (COR) [ST]joint222.059215396002960769800148073279.54
Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Costco Wholesale Corporation (COST) [ST]joint879.0048008905999953614583575883540.47
Crane Company Common Stock (CR) [ST]joint40.92985008635440126121689547796.32
Hern Family Revocable Trust ⇒ Cisco Systems, Inc. (CSCO) [ST]joint973.6531221601973257172530183107335.52
Chevron Corporation Common Stock (CVX) [ST]joint333.951386241658284346945030377480.06
Danaher Corporation Common Stock (DHR) [ST]joint901.7905879409945863007001280210090.15
Devon Energy Corporation Common Stock (DVN) [ST]joint11543.21448976291301022826566596091.60
Kevin Hern Insurance Trust ⇒ Ecolab Inc. (ECL) [ST]joint40.3352659440383161078900932711652.45
Emerson Electric Company Common Stock (EMR) [ST]joint5722.507887687930566991054648925329.53
Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Freeport-McMoRan, Inc. (FCX) [ST]joint3445.569994093325457767277023224513.34
Hern Family Revocable Trust ⇒ Alphabet Inc. - Class A (GOOGL) [ST]joint3594.2523961661341853035143771138659.16
Honeywell International Inc. (HON) [ST]joint213.329104398661038480100509246778.81
Hern Family Revocable Trust ⇒ Intercontinental Exchange Inc. (ICE) [ST]joint463.080390219807359841936280674116.02
ICON plc - Ordinary Shares (ICLR) [ST]joint688.0585456396733447722233585126451.40
Hern Family Foundation ⇒ Intel Corporation (INTC) [ST]joint2032.533875338753387533875339183883.34
IQVIA Holdings, Inc. Common Stock (IQV) [ST]joint343.363403396842853131235537193944.23
Illinois Tool Works Inc. Common Stock (ITW) [ST]joint202.899617152346311232041278356044.93
Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ JP Morgan Chase & Co. (JPM) [ST]joint2870.712556638321643597542052958932.82
Linde plc - Ordinary Shares (LIN) [ST]joint851.4277074307719324713844349432150.65
Lockheed Martin Corporation Common Stock (LMT) [ST]joint563.4162848620432189285458070357882.02
Lowe's Companies, Inc. Common Stock (LOW) [ST]joint226.068061955177095568170235244811.21
Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]joint20.82178749928036375312411151311.15
Hern Family Revocable Trust ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]joint712.5261257837735132053961619100188.30
Marsh Common Stock (MRSH) [ST]joint77.042956845897796398776534415001.80
Microsoft Corporation - Common Stock (MSFT) [ST]joint708.1478080881759960143314091377159.52
NextEra Energy, Inc. Common Stock (NEE) [ST]joint4687.955633833120461802725388384599.88
Organon & Co. Common Stock (OGN) [ST]joint526.25725999492275704570238127230.77
ONEOK, Inc. Common Stock (OKE) [ST]joint6361.263963204312489140161734612971.40
O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]joint8305.377363842820842707272437756204.61
Hern Family Revocable Trust ⇒ Parker-Hannifin Corporation (PH) [ST]joint284.4281878583780831892236279257245.39
Prologis, Inc. Common Stock (PLD) [ST]joint1.6063251731457069921112398202.89
Hern Family Foundation ⇒ Phillips 66 (PSX) [ST]joint251.863763174209547427154370772750.85
PTC Inc. - Common Stock (PTC) [ST]joint371.584917222792940554206365172180.37
Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Quanta Services, Inc. (PWR) [ST]joint888.7320772603389027135916578501182.68
Rockwell Automation, Inc. Common Stock (ROK) [ST]joint2067.798242231945808130369232888925.79
Hern Family Revocable Trust ⇒ Raytheon Technologies Corporation (RTX) [ST]joint17311.892039258451472191930213418752.44
TJX Companies, Inc. (TJX) [ST]joint486.291671034805348595656830169880.11
Hern Family Revocable Trust ⇒ Thermo Fisher Scientific Inc (TMO) [ST]joint258.8678919665199758391578220177296.03
Texas Instruments Incorporated - Common Stock (TXN) [ST]joint1400.492862013223095571002778417514.93
UnitedHealth Group Incorporated Common Stock (UNH) [ST]joint55.9607360424219209698790721622983.07
Hern Family Revocable Trust ⇒ Visa Inc. (V) [ST]joint997.9783867012631518918764792403342.94
Hern Family Foundation ⇒ V.F. Corporation (VFC) [ST]joint27.68252212389380530973451327469.22
Hern Family Revocable Trust ⇒ Williams Companies, Inc. (WMB) [ST]joint52819.846947263350524039261353789824.02
Hern Family Revocable Trust ⇒ Wynn Resorts, Limited (WYNN) [ST]joint394.088759548926882502728264829241.39
ExxonMobil Holdings Corporation Common Stock (XOM) [ST]joint1821.137138468034263281064013336072.65
Hern Family Foundation ⇒ JT ASML Holding N.V. - New York Registry Shares (ASML) [ST]not_reported163.5732712691380180584375526260228.72
Biogen Inc. - Common Stock (BIIB) [ST]not_reported7.819414152947490694474859031972.53
Kevin Hern Traditional IRA ⇒ BOK Financial Corporation (BOKF) [ST]not_reported274.358433226405537734256289035400.47
CSX Corporation (CSX) [ST]not_reported665.307397150946354542554351434136.92
Kevin Hern Traditional IRA ⇒ Chevron Corporation (CVX) [ST]not_reported213.243881635063316055376943849474.71
Eaton Corporation, PLC Ordinary Shares (ETN) [ST]not_reported82.4852291253973015384596614330677.91
Ford Motor Company Common Stock (F) [ST]not_reported35.8702474892395982783357246415.38
Hormel Foods Corporation Common Stock (HRL) [ST]not_reported10.2211391714488940451773740214.13
Kimberly-Clark Corporation - Common Stock (KMB) [ST]not_reported5.02797797338555036925908247551.22
Nike, Inc. Common Stock (NKE) [ST]not_reported316.086249568052058592412951711982.83
Kevin Hern Traditional IRA ⇒ OGE Energy Corp (OGE) [ST]not_reported761.135831381733021077283372436884.64
Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST]not_reported107.650374678104620230336525869349.45
TJX Companies, Inc. (TJX) [ST]not_reported87.7611909101755959900703405612611.28
Kevin Hern Traditional IRA ⇒ Visa Inc. (V) [ST]not_reported92.6705825325767728322545693037453.74
Walmart Inc. - Common Stock (WMT) [ST]not_reported595.238820143238832527347387071601.28

Completed trades

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.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
ASMLJointAug 25, 2022$539.74Oct 23, 2026$1571.80191.21%
TXNJointNov 14, 2023$149.93Oct 14, 2026$280.6587.19%
TXNJointFeb 13, 2024$156.85Oct 14, 2026$280.6578.93%
TXNJointMay 21, 2024$199.01Oct 14, 2026$280.6541.02%
LMTJointOct 20, 2021$371.13Sep 23, 2026$524.6841.37%
CBJointAug 31, 2026$338.60Sep 23, 2026$335.21-1.00%
CVXJointOct 20, 2021$113.16Sep 23, 2026$205.5181.61%
LMTJointOct 20, 2021$371.13Sep 17, 2026$538.0944.99%
CDNSJointAug 18, 2022$190.73Sep 14, 2026$279.0646.31%
ORLYJointOct 20, 2021$42.96Sep 2, 2026$86.97102.44%
NEEJointSep 15, 2021$84.61Sep 2, 2026$83.10-1.78%
LMTJointOct 20, 2021$371.13Sep 2, 2026$531.5543.22%
CDNSJointAug 18, 2022$190.73Sep 2, 2026$306.6760.79%
PTCJointAug 25, 2022$119.32Aug 31, 2026$155.7430.52%
ORLYJointOct 20, 2021$42.96Aug 31, 2026$88.80106.70%
OKEJointNov 14, 2023$65.73Aug 31, 2026$96.0146.07%
OKEJointFeb 14, 2024$69.11Aug 31, 2026$96.0138.92%
OKEJointMay 15, 2024$81.61Aug 31, 2026$96.0117.64%
ITWJointOct 20, 2021$223.67Aug 31, 2026$275.3723.11%
MDTJointSep 23, 2021$130.64Mar 20, 2026$86.16-34.05%
ACNJointSep 23, 2021$343.00Mar 16, 2026$199.31-41.89%
UNHJointSep 23, 2021$408.03Dec 23, 2025$324.80-20.40%
ORLYJointOct 20, 2021$42.96Oct 28, 2025$96.30124.16%
HDJointMar 23, 2023$283.91Sep 26, 2025$410.0944.44%
HDJointJun 15, 2023$302.02Sep 26, 2025$410.0935.78%
HDJointSep 14, 2023$329.63Sep 26, 2025$410.0924.41%
HDJointDec 14, 2023$351.81Sep 26, 2025$410.0916.57%
JNJJointDec 7, 2021$163.36Dec 31, 2024$144.62-11.47%
JNJJointMar 8, 2022$168.72Dec 31, 2024$144.62-14.28%
JNJJointJun 7, 2022$178.34Dec 31, 2024$144.62-18.91%
JNJJointDec 6, 2022$176.10Dec 31, 2024$144.62-17.88%
JNJJointMar 7, 2023$154.09Dec 31, 2024$144.62-6.15%
JNJJointJun 6, 2023$158.18Dec 31, 2024$144.62-8.57%
JNJJointSep 7, 2023$160.03Dec 31, 2024$144.62-9.63%
JNJJointDec 5, 2023$158.55Dec 31, 2024$144.62-8.79%
JNJJointMar 5, 2024$159.97Dec 31, 2024$144.62-9.60%
JNJJointJun 4, 2024$147.80Dec 31, 2024$144.62-2.15%
INTCJointNov 26, 2021$48.78Dec 31, 2024$20.05-58.90%
INTCJointMar 1, 2022$46.82Dec 31, 2024$20.05-57.18%
INTCJointJun 1, 2022$44.11Dec 31, 2024$20.05-54.55%
INTCJointDec 1, 2022$29.83Dec 31, 2024$20.05-32.79%
INTCJointMar 1, 2023$25.33Dec 31, 2024$20.05-20.84%
DVNJointDec 30, 2021$43.67Dec 31, 2024$32.73-25.05%
DVNJointMar 31, 2022$59.13Dec 31, 2024$32.73-44.65%
DVNJointJun 30, 2022$55.11Dec 31, 2024$32.73-40.61%
DVNJointSep 30, 2022$60.13Dec 31, 2024$32.73-45.57%
DVNJointDec 30, 2022$61.51Dec 31, 2024$32.73-46.79%
DVNJointMar 31, 2023$50.61Dec 31, 2024$32.73-35.33%
DVNJointJun 30, 2023$48.34Dec 31, 2024$32.73-32.29%
DVNJointSep 29, 2023$47.70Dec 31, 2024$32.73-31.38%

All trades

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.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
JPM — JP Morgan Chase & Co. (JPM) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Ptr
joint · P · $1,001 - $15,000

Jul 31, 2022Sep 12, 2026
DVN — Hern Family Foundation ⇒ Devon Energy Corporation (DVN) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 11 · Annual
joint · P · $1,001 - $15,000

Jun 30, 2022Sep 14, 2026
DVN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Devon Energy Corporation (DVN) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 68 · Annual
joint · P · $15,001 - $50,000

Jun 30, 2022Sep 14, 2026
DVN — Devon Energy Corporation (DVN) [ST]JointPurchase
Source rows (2)

$16,002–$65,000

Original ↗ · Row 3 · Ptr
joint · P · $1,001 - $15,000

Original ↗ · Row 4 · Ptr
joint · P · $15,001 - $50,000

Jun 30, 2022Sep 12, 2026
WMB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Williams Companies, Inc. (WMB) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 166 · Annual
joint · P · $1,001 - $15,000

Jun 27, 2022Sep 14, 2026
WMB — Williams Companies, Inc. (WMB) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 17 · Ptr
joint · P · $1,001 - $15,000

Jun 27, 2022Sep 12, 2026
LMT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Lockheed Martin Corporation (LMT) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 122 · Annual
joint · P · $1,001 - $15,000

Jun 24, 2022Sep 14, 2026
LMT — Lockheed Martin Corporation (LMT) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 10 · Ptr
joint · P · $1,001 - $15,000

Jun 24, 2022Sep 12, 2026
AGCO — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ AGCO Corporation (AGCO) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 57 · Annual
joint · P · $1,001 - $15,000

Jun 21, 2022Sep 14, 2026
AGCO — AGCO Corporation (AGCO) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
joint · P · $1,001 - $15,000

Jun 21, 2022Sep 12, 2026
HD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Home Depot, Inc. (HD) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 93 · Annual
joint · P · $1,001 - $15,000

Jun 16, 2022Sep 14, 2026
RTX — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Raytheon Technologies Corporation (RTX) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 150 · Annual
joint · P · $1,001 - $15,000

Jun 16, 2022Sep 14, 2026
HD — Home Depot, Inc. (HD) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Ptr
joint · P · $1,001 - $15,000

Jun 16, 2022Sep 12, 2026
RTX — Raytheon Technologies Corporation (RTX) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 15 · Ptr
joint · P · $1,001 - $15,000

Jun 16, 2022Sep 12, 2026
NEE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ NextEra Energy, Inc. (NEE) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 135 · Annual
joint · P · $1,001 - $15,000

Jun 15, 2022Sep 14, 2026
NEE — NextEra Energy, Inc. (NEE) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 12 · Ptr
joint · P · $1,001 - $15,000

Jun 15, 2022Sep 12, 2026
PXD — Hern Family Foundation ⇒ Pioneer Natural Resources Company (PXD) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 44 · Annual
joint · P · $1,001 - $15,000

Jun 14, 2022Sep 14, 2026
PXD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Pioneer Natural Resources Company (PXD) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 145 · Annual
joint · P · $15,001 - $50,000

Jun 14, 2022Sep 14, 2026
PXD — Pioneer Natural Resources Company (PXD) [ST]JointPurchase
Source rows (2)

$16,002–$65,000

Original ↗ · Row 13 · Ptr
joint · P · $15,001 - $50,000

Original ↗ · Row 14 · Ptr
joint · P · $1,001 - $15,000

Jun 14, 2022Sep 12, 2026
EMR — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Emerson Electric Company (EMR) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 74 · Annual
joint · P · $1,001 - $15,000

Jun 10, 2022Sep 14, 2026
XOM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Exxon Mobil Corporation (XOM) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 79 · Annual
joint · P · $1,001 - $15,000

Jun 10, 2022Sep 14, 2026
ROK — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Rockwell Automation, Inc. (ROK) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 153 · Annual
joint · P · $1,001 - $15,000

Jun 10, 2022Sep 14, 2026
CERN — Kevin Hern Traditional IRA ⇒ Cerner Corporation (CERN) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 207 · Annual
not_reported · S · $15,001 - $50,000

Jun 10, 2022Sep 14, 2026
CERN — Cerner Corporation (CERN) [ST]Not reportedSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 2 · Ptr
not_reported · S · $15,001 - $50,000

Jun 10, 2022Sep 12, 2026
EMR — Emerson Electric Company (EMR) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 5 · Ptr
joint · P · $1,001 - $15,000

Jun 10, 2022Sep 12, 2026
XOM — Exxon Mobil Corporation (XOM) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Ptr
joint · P · $1,001 - $15,000

Jun 10, 2022Sep 12, 2026
ROK — Rockwell Automation, Inc. (ROK) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 16 · Ptr
joint · P · $1,001 - $15,000

Jun 10, 2022Sep 12, 2026
MSFT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Microsoft Corporation (MSFT) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 130 · Annual
joint · P · $1,001 - $15,000

Jun 9, 2022Sep 14, 2026
MSFT — Microsoft Corporation (MSFT) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 11 · Ptr
joint · P · $1,001 - $15,000

Jun 9, 2022Sep 12, 2026
JNJ — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Johnson & Johnson (JNJ) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 113 · Annual
joint · P · $1,001 - $15,000

Jun 7, 2022Sep 14, 2026
JNJ — Johnson & Johnson (JNJ) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 9 · Ptr
joint · P · $1,001 - $15,000

Jun 7, 2022Sep 12, 2026
INTC — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Intel Corporation (INTC) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 102 · Annual
joint · P · $1,001 - $15,000

Jun 1, 2022Sep 14, 2026
INTC — Intel Corporation (INTC) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 8 · Ptr
joint · P · $1,001 - $15,000

Jun 1, 2022Sep 12, 2026
TXN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Texas Instruments Incorporated (TXN) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 156 · Annual
joint · P · $1,001 - $15,000

May 17, 2022Sep 14, 2026
TXN — Texas Instruments Incorporated (TXN) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Ptr
joint · P · $1,001 - $15,000

May 17, 2022Sep 12, 2026
OKE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ONEOK, Inc. (OKE) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 138 · Annual
joint · P · $1,001 - $15,000

May 16, 2022Sep 14, 2026
CCLD — Kelby Austin Hern Trust ⇒ CareCloud, Inc. (MTBC) [ST]DependentSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 180 · Annual
dependent · S · $1,001 - $15,000

May 16, 2022Sep 14, 2026
EXAS — Kelby Austin Hern Trust ⇒ Exact Sciences Corporation (EXAS) [ST]DependentSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 182 · Annual
dependent · S · $1,001 - $15,000

May 16, 2022Sep 14, 2026
CCLD — CareCloud, Inc. (MTBC) [ST]DependentSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 3 · Ptr
dependent · S · $1,001 - $15,000

May 16, 2022Sep 12, 2026
EXAS — Exact Sciences Corporation (EXAS) [ST]DependentSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Ptr
dependent · S · $1,001 - $15,000

May 16, 2022Sep 12, 2026
OKE — ONEOK, Inc. (OKE) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Ptr
joint · P · $1,001 - $15,000

May 16, 2022Sep 12, 2026
ACN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 52 · Annual
joint · P · $1,001 - $15,000

May 13, 2022Sep 14, 2026
MMP — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 124 · Annual
joint · P · $1,001 - $15,000

May 13, 2022Sep 14, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
joint · P · $1,001 - $15,000

May 13, 2022Sep 12, 2026
MMP — Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 5 · Ptr
joint · P · $1,001 - $15,000

May 13, 2022Sep 12, 2026
ABB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ABB Ltd (ABB) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 50 · Annual
joint · P · $1,001 - $15,000

May 11, 2022Sep 14, 2026
ABB — ABB Ltd (ABB) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
joint · P · $1,001 - $15,000

May 11, 2022Sep 12, 2026
JPM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ JP Morgan Chase & Co. (JPM) [ST]JointPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 115 · Annual
joint · P · $1,001 - $15,000

Apr 30, 2022Sep 14, 2026
JPM — JP Morgan Chase & Co. (JPM) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 8 · Ptr
joint · P · $1,001 - $15,000

Apr 30, 2022Sep 12, 2026
AHCO — Kelby Austin Hern Trust ⇒ AdaptHealth Corp. (AHCO) [ST]DependentSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 176 · Annual
dependent · S · $1,001 - $15,000

Apr 22, 2022Sep 14, 2026

All disclosures

94 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Nov 9, 2022Kevin Hern — PTR filed 2022-11-09
Ptr		Not establishedParsed
Oct 10, 2022Kevin Hern — PTR filed 2022-10-10
Ptr		Not establishedParsed
Sep 15, 2022Kevin Hern — PTR filed 2022-09-15
Ptr		Not establishedParsed
Aug 15, 2022Kevin Hern — Annual report filed 2022-08-15
Annual		Dec 31, 2021Needs review
Aug 15, 2022Kevin Hern — PTR filed 2022-08-15
Ptr		Not establishedParsed
Jul 15, 2022Kevin Hern — PTR filed 2022-07-15
Ptr		Not establishedParsed
Jun 14, 2022Kevin Hern — PTR filed 2022-06-14
Ptr		Not establishedParsed
May 12, 2022Kevin Hern — Financial disclosure (X) filed 2022-05-12
Financial		Not establishedParsed
May 12, 2022Kevin Hern — PTR filed 2022-05-12
Ptr		Not establishedParsed
Apr 12, 2022Kevin Hern — PTR filed 2022-04-12
Ptr		Not establishedParsed
Mar 7, 2022Kevin Hern — PTR filed 2022-03-07
Ptr		Not establishedParsed
Feb 2, 2022Kevin Hern — PTR filed 2022-02-02
Ptr		Not establishedParsed
Jan 11, 2022Kevin Hern — PTR filed 2022-01-11
Ptr		Not establishedParsed
Dec 9, 2021Kevin Hern — PTR filed 2021-12-09
Ptr		Not establishedParsed
Nov 5, 2021Kevin Hern — PTR filed 2021-11-05
Ptr		Not establishedParsed
Oct 7, 2021Kevin Hern — PTR filed 2021-10-07
Ptr		Not establishedParsed
Sep 15, 2021Kevin Hern — PTR filed 2021-09-15
Ptr		Not establishedParsed
Sep 15, 2021Kevin Hern — PTR filed 2021-09-15
Ptr		Not establishedParsed
Aug 16, 2021Kevin Hern — Financial disclosure (A) filed 2021-08-16
Financial		Not establishedNeeds review
Aug 13, 2021Kevin Hern — Annual report filed 2021-08-13
Annual		Dec 31, 2020Needs review
Jul 30, 2021Kevin Hern — PTR filed 2021-07-30
Ptr		Not establishedNeeds review
Jul 14, 2021Kevin Hern — PTR filed 2021-07-14
Ptr		Not establishedParsed
Jun 15, 2021Kevin Hern — PTR filed 2021-06-15
Ptr		Not establishedParsed
May 17, 2021Kevin Hern — PTR filed 2021-05-17
Ptr		Not establishedParsed
Apr 26, 2021Kevin Hern — Financial disclosure (X) filed 2021-04-26
Financial		Not establishedParsed
Apr 9, 2021Kevin Hern — PTR filed 2021-04-09
Ptr		Not establishedParsed
Mar 15, 2021Kevin Hern — PTR filed 2021-03-15
Ptr		Not establishedParsed
Feb 17, 2021Kevin Hern — PTR filed 2021-02-17
Ptr		Not establishedParsed
Jan 15, 2021Kevin Hern — PTR filed 2021-01-15
Ptr		Not establishedParsed
Dec 14, 2020Kevin Hern — PTR filed 2020-12-14
Ptr		Not establishedParsed
Nov 14, 2020Kevin Hern — PTR filed 2020-11-14
Ptr		Not establishedParsed
Oct 15, 2020Kevin Hern — PTR filed 2020-10-15
Ptr		Not establishedParsed
Sep 15, 2020Kevin Hern — PTR filed 2020-09-15
Ptr		Not establishedParsed
Aug 15, 2020Kevin Hern — PTR filed 2020-08-15
Ptr		Not establishedParsed
Jul 20, 2020Kevin Hern — PTR filed 2020-07-20
Ptr		Not establishedParsed
Jun 16, 2020Kevin Hern — PTR filed 2020-06-16
Ptr		Not establishedParsed
May 15, 2020Kevin Hern — PTR filed 2020-05-15
Ptr		Not establishedParsed
May 7, 2020Kevin Hern — Financial disclosure (A) filed 2020-05-07
Financial		Not establishedNeeds review
Apr 28, 2020Kevin Hern — Annual report filed 2020-04-28
Annual		Dec 31, 2019Needs review
Apr 16, 2020Kevin Hern — PTR filed 2020-04-16
Ptr		Not establishedParsed
Apr 15, 2020Kevin Hern — Financial disclosure (X) filed 2020-04-15
Financial		Not establishedParsed
Mar 17, 2020Kevin Hern — PTR filed 2020-03-17
Ptr		Not establishedParsed
Feb 15, 2020Kevin Hern — PTR filed 2020-02-15
Ptr		Not establishedParsed
Jan 14, 2020Kevin Hern — PTR filed 2020-01-14
Ptr		Not establishedParsed