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.

Nov 13, 2018 – Nov 3, 2026

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1298 annual source rows remain unresolved or superseded; excluded from usable transactions.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1298 annual source rows remain unresolved or superseded; excluded from usable transactions.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1298 annual source rows remain unresolved or superseded; excluded from usable transactions.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.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
STX	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$593.76Nov 2, 2026	Unavailable
STE	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$233.35Nov 2, 2026	Unavailable
TJX	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$141.00Nov 2, 2026	Unavailable
V	Not reported	$15,001 - $50,000	Unavailable	Unavailable	$425.51Nov 2, 2026	Unavailable
WMT	Not reported	$50,001 - $100,000	Unavailable	Unavailable	$127.69Nov 2, 2026	Unavailable
HCN	Not reported	$15,001 - $50,000	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.

Estimated positions as of Oct 26, 2026

Asset	Owner	Estimated units	Estimated value
Apple Inc. - Common Stock (AAPL) [ST]	dependent	1236.830183166328262309410512	425358.27
Boston Scientific Corporation Common Stock (BSX) [ST]	dependent	511.3501795135125173607911659	23307.34
Kelby Austin Hern Trust ⇒ Chevron Corporation (CVX) [ST]	dependent	426.4877632701266321107538876	98949.43
IQVIA Holdings, Inc. Common Stock (IQV) [ST]	dependent	10.66651418905882565157640870	2918.36
Accenture plc Class A Ordinary Shares (ACN) [ST]	joint	913.886518346663488102159682	225940.16
Adobe Inc. - Common Stock (ADBE) [ST]	joint	91.1946366301214285345873907	23584.76
Hern Family Revocable Trust ⇒ Ameriprise Financial, Inc. (AMP) [ST]	joint	152.9561120854916996369865807	75499.14
Hern Family Revocable Trust ⇒ Amazon.com, Inc. (AMZN) [ST]	joint	2382.813447708170869075470063	593535.00
Boeing Company (BA) [ST]	joint	10.6983850843464765766051406	2014.61
Becton, Dickinson and Company Common Stock (BDX) [ST]	joint	11.8885392731784541082031364	2334.79
Hern Family Revocable Trust ⇒ BlackRock, Inc. (BLK) [ST]	joint	140.1433189453818412840779565	158034.02
Boston Scientific Corporation Common Stock (BSX) [ST]	joint	809.368225372855209195036986	36891.00
Hern Family Revocable Trust ⇒ The Blackstone Group Inc. Class a (BX) [sT]	joint	724.0078655702538434036467644	86200.38
Carrier Global Corporation Common Stock (CARR) [ST]	joint	23.9728348565421612161618900	1353.03
Chubb Limited Common Stock (CB) [ST]	joint	1226.856394711693568850569997	437668.75
Cadence Design Systems, Inc. - Common Stock (CDNS) [ST]	joint	1537.109813886276993010719041	495210.67
Colgate-Palmolive Company Common Stock (CL) [ST]	joint	873.5405096131903894098377514	81326.62
Comcast Corporation - Class A Common Stock (CMCSA) [ST]	joint	42.6454503413164195424578387	940.33
Hern Family Revocable Trust ⇒ Cummins Inc. (CMI) [ST]	joint	342.8357331766088745224801646	179004.82
Hern Family Revocable Trust ⇒ Cencora, Inc. Common Stock (COR) [ST]	joint	222.0592153960029607698001480	73279.54
Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Costco Wholesale Corporation (COST) [ST]	joint	879.0048008905999953614583575	883540.47
Crane Company Common Stock (CR) [ST]	joint	40.9298500863544012612168954	7796.32
Hern Family Revocable Trust ⇒ Cisco Systems, Inc. (CSCO) [ST]	joint	973.6531221601973257172530183	107335.52
Chevron Corporation Common Stock (CVX) [ST]	joint	333.9513862416582843469450303	77480.06
Danaher Corporation Common Stock (DHR) [ST]	joint	901.7905879409945863007001280	210090.15
Devon Energy Corporation Common Stock (DVN) [ST]	joint	11543.21448976291301022826566	596091.60
Kevin Hern Insurance Trust ⇒ Ecolab Inc. (ECL) [ST]	joint	40.33526594403831610789009327	11652.45
Emerson Electric Company Common Stock (EMR) [ST]	joint	5722.507887687930566991054648	925329.53
Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Freeport-McMoRan, Inc. (FCX) [ST]	joint	3445.569994093325457767277023	224513.34
Hern Family Revocable Trust ⇒ Alphabet Inc. - Class A (GOOGL) [ST]	joint	3594.252396166134185303514377	1138659.16
Honeywell International Inc. (HON) [ST]	joint	213.3291043986610384801005092	46778.81
Hern Family Revocable Trust ⇒ Intercontinental Exchange Inc. (ICE) [ST]	joint	463.0803902198073598419362806	74116.02
ICON plc - Ordinary Shares (ICLR) [ST]	joint	688.0585456396733447722233585	126451.40
Hern Family Foundation ⇒ Intel Corporation (INTC) [ST]	joint	2032.533875338753387533875339	183883.34
IQVIA Holdings, Inc. Common Stock (IQV) [ST]	joint	343.3634033968428531312355371	93944.23
Illinois Tool Works Inc. Common Stock (ITW) [ST]	joint	202.8996171523463112320412783	56044.93
Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ JP Morgan Chase & Co. (JPM) [ST]	joint	2870.712556638321643597542052	958932.82
Linde plc - Ordinary Shares (LIN) [ST]	joint	851.4277074307719324713844349	432150.65
Lockheed Martin Corporation Common Stock (LMT) [ST]	joint	563.4162848620432189285458070	357882.02
Lowe's Companies, Inc. Common Stock (LOW) [ST]	joint	226.0680619551770955681702352	44811.21
Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]	joint	20.8217874992803637531241115	1311.15
Hern Family Revocable Trust ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]	joint	712.5261257837735132053961619	100188.30
Marsh Common Stock (MRSH) [ST]	joint	77.0429568458977963987765344	15001.80
Microsoft Corporation - Common Stock (MSFT) [ST]	joint	708.1478080881759960143314091	377159.52
NextEra Energy, Inc. Common Stock (NEE) [ST]	joint	4687.955633833120461802725388	384599.88
Organon & Co. Common Stock (OGN) [ST]	joint	526.2572599949227570457023812	7230.77
ONEOK, Inc. Common Stock (OKE) [ST]	joint	6361.263963204312489140161734	612971.40
O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]	joint	8305.377363842820842707272437	756204.61
Hern Family Revocable Trust ⇒ Parker-Hannifin Corporation (PH) [ST]	joint	284.4281878583780831892236279	257245.39
Prologis, Inc. Common Stock (PLD) [ST]	joint	1.6063251731457069921112398	202.89
Hern Family Foundation ⇒ Phillips 66 (PSX) [ST]	joint	251.8637631742095474271543707	72750.85
PTC Inc. - Common Stock (PTC) [ST]	joint	371.5849172227929405542063651	72180.37
Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Quanta Services, Inc. (PWR) [ST]	joint	888.7320772603389027135916578	501182.68
Rockwell Automation, Inc. Common Stock (ROK) [ST]	joint	2067.798242231945808130369232	888925.79
Hern Family Revocable Trust ⇒ Raytheon Technologies Corporation (RTX) [ST]	joint	17311.89203925845147219193021	3418752.44
TJX Companies, Inc. (TJX) [ST]	joint	486.2916710348053485956568301	69880.11
Hern Family Revocable Trust ⇒ Thermo Fisher Scientific Inc (TMO) [ST]	joint	258.8678919665199758391578220	177296.03
Texas Instruments Incorporated - Common Stock (TXN) [ST]	joint	1400.492862013223095571002778	417514.93
UnitedHealth Group Incorporated Common Stock (UNH) [ST]	joint	55.96073604242192096987907216	22983.07
Hern Family Revocable Trust ⇒ Visa Inc. (V) [ST]	joint	997.9783867012631518918764792	403342.94
Hern Family Foundation ⇒ V.F. Corporation (VFC) [ST]	joint	27.68252212389380530973451327	469.22
Hern Family Revocable Trust ⇒ Williams Companies, Inc. (WMB) [ST]	joint	52819.84694726335052403926135	3789824.02
Hern Family Revocable Trust ⇒ Wynn Resorts, Limited (WYNN) [ST]	joint	394.0887595489268825027282648	29241.39
ExxonMobil Holdings Corporation Common Stock (XOM) [ST]	joint	1821.137138468034263281064013	336072.65
Hern Family Foundation ⇒ JT ASML Holding N.V. - New York Registry Shares (ASML) [ST]	not_reported	163.5732712691380180584375526	260228.72
Biogen Inc. - Common Stock (BIIB) [ST]	not_reported	7.81941415294749069447485903	1972.53
Kevin Hern Traditional IRA ⇒ BOK Financial Corporation (BOKF) [ST]	not_reported	274.3584332264055377342562890	35400.47
CSX Corporation (CSX) [ST]	not_reported	665.3073971509463545425543514	34136.92
Kevin Hern Traditional IRA ⇒ Chevron Corporation (CVX) [ST]	not_reported	213.2438816350633160553769438	49474.71
Eaton Corporation, PLC Ordinary Shares (ETN) [ST]	not_reported	82.48522912539730153845966143	30677.91
Ford Motor Company Common Stock (F) [ST]	not_reported	35.8702474892395982783357246	415.38
Hormel Foods Corporation Common Stock (HRL) [ST]	not_reported	10.2211391714488940451773740	214.13
Kimberly-Clark Corporation - Common Stock (KMB) [ST]	not_reported	5.02797797338555036925908247	551.22
Nike, Inc. Common Stock (NKE) [ST]	not_reported	316.0862495680520585924129517	11982.83
Kevin Hern Traditional IRA ⇒ OGE Energy Corp (OGE) [ST]	not_reported	761.1358313817330210772833724	36884.64
Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST]	not_reported	107.6503746781046202303365258	69349.45
TJX Companies, Inc. (TJX) [ST]	not_reported	87.76119091017559599007034056	12611.28
Kevin Hern Traditional IRA ⇒ Visa Inc. (V) [ST]	not_reported	92.67058253257677283225456930	37453.74
Walmart Inc. - Common Stock (WMT) [ST]	not_reported	595.2388201432388325273473870	71601.28

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.

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%

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.

Transaction type:

Ticker:

Clear Filters

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
IQV — Kelby Austin Hern Trust ⇒ IQVIA Holdings, Inc. (IQV) [ST]	Dependent	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 186 · Annual dependent · S · $1,001 - $15,000	Apr 22, 2022	Sep 14, 2026
AHCO — AdaptHealth Corp. (AHCO) [ST]	Dependent	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr dependent · S · $1,001 - $15,000	Apr 22, 2022	Sep 12, 2026
IQV — IQVIA Holdings, Inc. (IQV) [ST]	Dependent	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr dependent · S · $1,001 - $15,000	Apr 22, 2022	Sep 12, 2026
MDLZ — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 131 · Annual joint · S · $15,001 - $50,000	Apr 12, 2022	Sep 14, 2026
MDLZ — Mondelez International, Inc. - Class A (MDLZ) [ST]	Joint	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 9 · Ptr joint · S · $15,001 - $50,000	Apr 12, 2022	Sep 12, 2026
HON — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Honeywell International Inc. (HON) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $250,001 - $500,000 Original ↗ · Row 97 · Annual joint · S · $250,001 - $500,000	Apr 8, 2022	Sep 14, 2026
HON — Honeywell International Inc. (HON) [ST]	Joint	Sale Source rows (1) $250,001 - $500,000 Original ↗ · Row 5 · Ptr joint · S · $250,001 - $500,000	Apr 8, 2022	Sep 12, 2026
AHCO — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ AdaptHealth Corp. (AHCO) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $50,001 - $100,000 Original ↗ · Row 55 · Annual joint · S · $50,001 - $100,000	Apr 1, 2022	Sep 14, 2026
AHCO — AdaptHealth Corp. (AHCO) [ST]	Joint	Sale Source rows (1) $50,001 - $100,000 Original ↗ · Row 1 · Ptr joint · S · $50,001 - $100,000	Apr 1, 2022	Sep 12, 2026
DVN — Hern Family Foundation ⇒ Devon Energy Corporation (DVN) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Annual joint · P · $1,001 - $15,000	Mar 31, 2022	Sep 14, 2026
DVN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Devon Energy Corporation (DVN) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 67 · Annual joint · P · $15,001 - $50,000	Mar 31, 2022	Sep 14, 2026
DVN — Devon Energy Corporation (DVN) [ST]	Joint	Purchase Source 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	Mar 31, 2022	Sep 12, 2026
WMB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Williams Companies, Inc. (WMB) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 164 · Annual joint · P · $1,001 - $15,000	Mar 28, 2022	Sep 14, 2026
WMB — Williams Companies, Inc. (WMB) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 20 · Ptr joint · P · $1,001 - $15,000	Mar 28, 2022	Sep 12, 2026
LMT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Lockheed Martin Corporation (LMT) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 120 · Annual joint · P · $1,001 - $15,000	Mar 25, 2022	Sep 14, 2026
LMT — Lockheed Martin Corporation (LMT) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · P · $1,001 - $15,000	Mar 25, 2022	Sep 12, 2026
HD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Home Depot, Inc. (HD) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 92 · Annual joint · P · $1,001 - $15,000	Mar 24, 2022	Sep 14, 2026
RTX — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Raytheon Technologies Corporation (RTX) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 149 · Annual joint · P · $1,001 - $15,000	Mar 24, 2022	Sep 14, 2026
HD — Home Depot, Inc. (HD) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000	Mar 24, 2022	Sep 12, 2026
RTX — Raytheon Technologies Corporation (RTX) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 17 · Ptr joint · P · $1,001 - $15,000	Mar 24, 2022	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 Source rows (1) $1,001 - $15,000 Original ↗ · Row 159 · Annual joint · P · $1,001 - $15,000	Mar 22, 2022	Sep 14, 2026
UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 19 · Ptr joint · P · $1,001 - $15,000	Mar 22, 2022	Sep 12, 2026
NEE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ NextEra Energy, Inc. (NEE) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 133 · Annual joint · P · $1,001 - $15,000	Mar 15, 2022	Sep 14, 2026
NEE — NextEra Energy, Inc. (NEE) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Ptr joint · P · $1,001 - $15,000	Mar 15, 2022	Sep 12, 2026
PXD — Hern Family Foundation ⇒ Pioneer Natural Resources Company (PXD) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 43 · Annual joint · P · $1,001 - $15,000	Mar 14, 2022	Sep 14, 2026
PXD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Pioneer Natural Resources Company (PXD) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (2) $2,002–$30,000 Original ↗ · Row 142 · Annual joint · P · $1,001 - $15,000 Original ↗ · Row 143 · Annual joint · P · $1,001 - $15,000	Mar 14, 2022	Sep 14, 2026
PXD — Pioneer Natural Resources Company (PXD) [ST]	Joint	Purchase Source rows (3) $3,003–$45,000 Original ↗ · Row 14 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 16 · Ptr joint · P · $1,001 - $15,000	Mar 14, 2022	Sep 12, 2026
HON — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Honeywell International Inc. (HON) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 96 · Annual joint · P · $1,001 - $15,000	Mar 11, 2022	Sep 14, 2026
HON — Honeywell International Inc. (HON) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000	Mar 11, 2022	Sep 12, 2026
EMR — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Emerson Electric Company (EMR) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 73 · Annual joint · P · $1,001 - $15,000	Mar 10, 2022	Sep 14, 2026
XOM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Exxon Mobil Corporation (XOM) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 78 · Annual joint · P · $1,001 - $15,000	Mar 10, 2022	Sep 14, 2026
MSFT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Microsoft Corporation (MSFT) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 128 · Annual joint · P · $1,001 - $15,000	Mar 10, 2022	Sep 14, 2026
ROK — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Rockwell Automation, Inc. (ROK) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 151 · Annual joint · P · $1,001 - $15,000	Mar 10, 2022	Sep 14, 2026
EMR — Emerson Electric Company (EMR) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000	Mar 10, 2022	Sep 12, 2026
XOM — Exxon Mobil Corporation (XOM) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000	Mar 10, 2022	Sep 12, 2026
MSFT — Microsoft Corporation (MSFT) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · P · $1,001 - $15,000	Mar 10, 2022	Sep 12, 2026
ROK — Rockwell Automation, Inc. (ROK) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 18 · Ptr joint · P · $1,001 - $15,000	Mar 10, 2022	Sep 12, 2026
JNJ — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Johnson & Johnson (JNJ) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 111 · Annual joint · P · $1,001 - $15,000	Mar 8, 2022	Sep 14, 2026
JNJ — Johnson & Johnson (JNJ) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · P · $1,001 - $15,000	Mar 8, 2022	Sep 12, 2026
INTC — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Intel Corporation (INTC) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 101 · Annual joint · P · $1,001 - $15,000	Mar 1, 2022	Sep 14, 2026
INTC — Intel Corporation (INTC) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · P · $1,001 - $15,000	Mar 1, 2022	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 Source rows (1) $1,001 - $15,000 Original ↗ · Row 51 · Annual joint · P · $1,001 - $15,000	Feb 15, 2022	Sep 14, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000	Feb 15, 2022	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 Source rows (1) $1,001 - $15,000 Original ↗ · Row 123 · Annual joint · P · $1,001 - $15,000	Feb 14, 2022	Sep 14, 2026
OKE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ONEOK, Inc. (OKE) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 137 · Annual joint · P · $1,001 - $15,000	Feb 14, 2022	Sep 14, 2026
MMP — Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · P · $1,001 - $15,000	Feb 14, 2022	Sep 12, 2026
OKE — ONEOK, Inc. (OKE) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000	Feb 14, 2022	Sep 12, 2026
TXN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Texas Instruments Incorporated (TXN) [ST]	Joint	PurchaseAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 155 · Annual joint · P · $1,001 - $15,000	Feb 7, 2022	Sep 14, 2026
TXN — Texas Instruments Incorporated (TXN) [ST]	Joint	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000	Feb 7, 2022	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 Source rows (1) $1,001 - $15,000 Original ↗ · Row 114 · Annual joint · P · $1,001 - $15,000	Jan 31, 2022	Sep 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.

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