Elected Trades

All politicians

Kevin Hern

Updated Sep 14, 2026

Republican · House OK01

Wikipedia biography ↗Years Elected: About 7.8Rank: #80

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

10.57%

Cumulative estimated return

SPY: 14.60%
Outperformance: -4.03 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 55 trades outside the available price history.
  • 227 rows without a saved price.
  • 34 sales exceeding observed holdings (unmatched amount omitted).

3 years

28.22%

Cumulative estimated return

SPY: 70.83%
Outperformance: -42.61 percentage points

2023-09-15 – 2026-09-15

Missing information
  • 55 trades outside the available price history.
  • 227 rows without a saved price.
  • 34 sales exceeding observed holdings (unmatched amount omitted).

5 years

27.05%

Cumulative estimated return

SPY: 69.11%
Outperformance: -42.06 percentage points

2021-09-15 – 2026-09-15

Missing information
  • 55 trades outside the available price history.
  • 227 rows without a saved price.
  • 34 sales exceeding observed holdings (unmatched amount omitted).

As of Sep 15, 2026. 551 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.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
BSXDependent$15,001 - $50,000UnavailableUnavailable$43.87Sep 15, 2026Unavailable
EXASDependent$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
IQVDependent$1,001 - $15,000UnavailableUnavailable$269.67Sep 15, 2026Unavailable
VUZIDependent$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ACNJointNoneUnavailableUnavailable$193.40Sep 15, 2026Unavailable
ADBEJoint$50,001 - $100,000UnavailableUnavailable$257.76Sep 15, 2026Unavailable
GOOGLJoint$250,001 - $500,000UnavailableUnavailable$344.98Sep 15, 2026Unavailable
AMZNJoint$100,001 - $250,000UnavailableUnavailable$248.42Sep 15, 2026Unavailable
ASMLNot reported$100,001 - $250,000UnavailableUnavailable$1591.48Sep 15, 2026Unavailable
BLKJoint$50,001 - $100,000UnavailableUnavailable$1058.66Sep 15, 2026Unavailable
BAJoint$1,001 - $15,000UnavailableUnavailable$209.69Sep 15, 2026Unavailable
BSXJoint$50,001 - $100,000UnavailableUnavailable$43.87Sep 15, 2026Unavailable
CDNSJoint$100,001 - $250,000UnavailableUnavailable$273.96Sep 15, 2026Unavailable
CVXJoint$50,001 - $100,000UnavailableUnavailable$217.77Sep 15, 2026Unavailable
CBJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
KOJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
CLJoint$1,001 - $15,000UnavailableUnavailable$87.00Sep 15, 2026Unavailable
CMCSAJoint$1,001 - $15,000UnavailableUnavailable$24.42Sep 15, 2026Unavailable
COSTJoint$1,001 - $15,000UnavailableUnavailable$901.35Sep 15, 2026Unavailable
CTRAJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
CRJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
DHRJoint$50,001 - $100,000UnavailableUnavailable$209.36Sep 15, 2026Unavailable
DVNJoint$100,001 - $250,000UnavailableUnavailable$51.33Sep 15, 2026Unavailable
DEOJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
EMRJoint$50,001 - $100,000UnavailableUnavailable$147.00Sep 15, 2026Unavailable
ELJoint$1,001 - $15,000UnavailableUnavailable$96.25Sep 15, 2026Unavailable
XOMJoint$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
HDJoint$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
HONJoint$50,001 - $100,000UnavailableUnavailable$203.44Sep 15, 2026Unavailable
ICLRJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
ITWJoint$15,001 - $50,000UnavailableUnavailable$268.60Sep 15, 2026Unavailable
INTCJoint$50,001 - $100,000UnavailableUnavailable$97.14Sep 15, 2026Unavailable
IQVJoint$15,001 - $50,000UnavailableUnavailable$269.67Sep 15, 2026Unavailable
JNJJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
JPMJoint$100,001 - $250,000UnavailableUnavailable$352.49Sep 15, 2026Unavailable
LINJoint$50,001 - $100,000UnavailableUnavailable$462.96Sep 15, 2026Unavailable
LMTJoint$50,001 - $100,000UnavailableUnavailable$533.46Sep 15, 2026Unavailable
LOWJoint$1,001 - $15,000UnavailableUnavailable$194.61Sep 15, 2026Unavailable
MMCJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
MASIJointNoneUnavailableUnavailableUnavailableUnavailable
MCDJointNoneUnavailableUnavailable$252.78Sep 15, 2026Unavailable
MDTJoint$15,001 - $50,000UnavailableUnavailable$93.75Sep 15, 2026Unavailable
MSFTJoint$250,001 - $500,000UnavailableUnavailable$497.12Sep 15, 2026Unavailable
MDLZJoint$1,001 - $15,000UnavailableUnavailable$62.10Sep 15, 2026Unavailable
NEEJoint$50,001 - $100,000UnavailableUnavailable$81.07Sep 15, 2026Unavailable
ORLYJoint$50,001 - $100,000UnavailableUnavailable$85.16Sep 15, 2026Unavailable
OKEJoint$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
PHJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
PSXJoint$15,001 - $50,000UnavailableUnavailable$264.93Sep 15, 2026Unavailable
PGJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable

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 Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
Kaden Everett Hern Trust ⇒ IQVIA Holdings, Inc. (IQV) [ST]dependent70.9862029191251497271638347819142.85
Kelby Austin Hern Trust ⇒ Vuzix Corporation (VUZI) [ST]dependent4233.06878306878306878306878410751.99
Accenture plc Class A Ordinary Shares (ACN) [ST]joint913.886518346663488102159682176745.65
Hern Family Foundation ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]joint108.2133375656489871299128528172219.36
Comcast Corporation - Class A Common Stock (CMCSA) [ST]joint365.8979576174753781789507138935.23
Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Costco Wholesale Corporation (COST) [ST]joint879.0048008905999953614583575792290.98
Hern Family Foundation ⇒ Diageo plc (DEO) [ST]joint92.737915845601020053320969058049.65
Hern Family Revocable Trust ⇒ Danaher Corporation (DHR) [ST]joint1092.088939367464616459898655228639.74
Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Devon Energy Corporation (DVN) [ST]joint25252.552552552552552552552561296213.52
Hern Family Foundation ⇒ Estee Lauder Companies, Inc. (EL) [ST]joint76.398968678380443086325439277353.40
ICON plc - Ordinary Shares (ICLR) [ST]joint688.0585456396733447722233585118655.70
IQVIA Holdings, Inc. Common Stock (IQV) [ST]joint465.6975020907111860254275799125584.65
Lowe's Companies, Inc. Common Stock (LOW) [ST]joint307.301930429017911874338399659804.03
Hern Family Foundation ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST]joint148.62530187627716886494519789229.63
Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Organon & Co. (OGN) [ST]joint1115.82984658298465829846583015242.24
Progress Software Corporation - Common Stock (PRGS) [ST]joint270.85742111424894049777904911798.55
Hern Family Revocable Trust ⇒ TJX Companies, Inc. (TJX) [ST]joint976.5054358440205715773712648121672.58
Hern Family Foundation ⇒ JT ASML Holding N.V. - New York Registry Shares (ASML) [ST]not_reported163.5732712691380180584375526260323.59
Hormel Foods Corporation Common Stock (HRL) [ST]not_reported10.2211391714488940451773740212.50
Kevin Hern Traditional IRA ⇒ Novo Nordisk A/S (NVO) [ST]not_reported638.767688679245283018867924527166.79
Kevin Hern Traditional IRA ⇒ Novartis AG (NVS) [ST]not_reported235.732936824544861101037209032677.30
Kevin Hern Traditional IRA ⇒ TJX Companies, Inc. (TJX) [ST]not_reported211.578022264175509406939652426362.62

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. Annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

760 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
ORLY — Hern Family Foundation ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 11 · Annual
joint · S (partial) · $1,001 - $15,000

Oct 28, 2025Sep 14, 2026
MSFT — Hern Family Foundation ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 12 · Annual
joint · S (partial) · $15,001 - $50,000

Oct 28, 2025Sep 14, 2026
HD — Kevin Hern Traditional IRA ⇒ Home Depot, Inc. (HD) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 20 · Annual
not_reported · S (partial) · $1,001 - $15,000

Oct 28, 2025Sep 14, 2026
CSX — Kevin Hern Traditional IRA ⇒ CSX Corporation (CSX) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 21 · Annual
not_reported · S (partial) · $15,001 - $50,000

Oct 28, 2025Sep 14, 2026
STX — Kevin Hern Traditional IRA ⇒ Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 22 · Annual
not_reported · S (partial) · $15,001 - $50,000

Oct 28, 2025Sep 14, 2026
BSX — Boston Scientific Corporation Common Stock (BSX) [ST]JointSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 4 · Ptr
joint · S (partial) · $15,001 - $50,000

Oct 28, 2025Sep 11, 2026
CSX — CSX Corporation (CSX) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 5 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Oct 28, 2025Sep 11, 2026
HD — Home Depot, Inc. (HD) [ST]Not reportedSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Ptr
not_reported · S (partial) · $1,001 - $15,000

Oct 28, 2025Sep 11, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 10 · Ptr
joint · S (partial) · $15,001 - $50,000

Oct 28, 2025Sep 11, 2026
ORLY — O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]JointSale (partial)
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 11 · Ptr
joint · S (partial) · $1,001 - $15,000

Oct 28, 2025Sep 11, 2026
STX — Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 14 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Oct 28, 2025Sep 11, 2026
ACN — Hern Family Foundation ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 13 · Annual
joint · S · $100,001 - $250,000

Oct 27, 2025Sep 14, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]JointSale
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 1 · Ptr
joint · S · $100,001 - $250,000

Oct 27, 2025Sep 11, 2026
MCD — Hern Family Foundation ⇒ McDonald's Corporation Common Stock (MCD) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 14 · Annual
joint · S · $1,001 - $15,000

Oct 23, 2025Sep 14, 2026
MCD — Hern Family Revocable Trust ⇒ McDonald's Corporation Common Stock (MCD) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 17 · Annual
joint · S · $100,001 - $250,000

Oct 23, 2025Sep 14, 2026
MCD — McDonald's Corporation Common Stock (MCD) [ST]JointSale
Source 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, 2025Sep 11, 2026
ETN — Kevin Hern Traditional IRA ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 23 · Annual
not_reported · S (partial) · $15,001 - $50,000

Oct 6, 2025Sep 14, 2026
STX — Kevin Hern Traditional IRA ⇒ Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST]Not reportedSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 24 · Annual
not_reported · S (partial) · $15,001 - $50,000

Oct 6, 2025Sep 14, 2026
ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 6 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Oct 6, 2025Sep 11, 2026
STX — Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST]Not reportedSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 15 · Ptr
not_reported · S (partial) · $15,001 - $50,000

Oct 6, 2025Sep 11, 2026
MSFT — Hern Family Foundation ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 6 · Annual
joint · S (partial) · $15,001 - $50,000

Sep 26, 2025Sep 14, 2026
MASI — Hern Family Foundation ⇒ Masimo Corporation - Common Stock (MASI) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 7 · Annual
joint · S · $15,001 - $50,000

Sep 26, 2025Sep 14, 2026
HD — Hern Family Foundation ⇒ Home Depot, Inc. (HD) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 8 · Annual
joint · S (partial) · $15,001 - $50,000

Sep 26, 2025Sep 14, 2026
ACN — Hern Family Foundation ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 9 · Annual
joint · S (partial) · $15,001 - $50,000

Sep 26, 2025Sep 14, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]JointSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 1 · Ptr
joint · S (partial) · $15,001 - $50,000

Sep 26, 2025Sep 11, 2026
HD — Home Depot, Inc. (HD) [ST]JointSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 2 · Ptr
joint · S (partial) · $15,001 - $50,000

Sep 26, 2025Sep 11, 2026
MASI — Masimo Corporation - Common Stock (MASI) [ST]JointSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 3 · Ptr
joint · S · $15,001 - $50,000

Sep 26, 2025Sep 11, 2026
MSFT — Microsoft Corporation - Common Stock (MSFT) [ST]JointSale (partial)
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 4 · Ptr
joint · S (partial) · $15,001 - $50,000

Sep 26, 2025Sep 11, 2026
DVN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Devon Energy Corporation Common Stock (DVN) [ST]JointSale (partial)Annual schedule; may repeat a PTR
Source rows (1)

$250,001 - $500,000

Original ↗ · Row 79 · Annual
joint · S (partial) · $250,001 - $500,000

Dec 31, 2024Sep 14, 2026
AGCO — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ AGCO Corporation Common Stock (AGCO) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 80 · Annual
joint · S · $50,001 - $100,000

Dec 31, 2024Sep 14, 2026
EL — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Estee Lauder Companies, Inc. (EL) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 81 · Annual
joint · S · $15,001 - $50,000

Dec 31, 2024Sep 14, 2026
DXCM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ DexCom, Inc. - Common Stock (DXCM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 82 · Annual
joint · S · $50,001 - $100,000

Dec 31, 2024Sep 14, 2026
JNJ — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Johnson & Johnson Common Stock (JNJ) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 83 · Annual
joint · S · $100,001 - $250,000

Dec 31, 2024Sep 14, 2026
INTC — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Intel Corporation - Common Stock (INTC) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 84 · Annual
joint · S · $50,001 - $100,000

Dec 31, 2024Sep 14, 2026
AGCO — AGCO Corporation Common Stock (AGCO) [ST]JointSale
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 1 · Ptr
joint · S · $50,001 - $100,000

Dec 31, 2024Sep 11, 2026
DVN — Devon Energy Corporation Common Stock (DVN) [ST]JointSale (partial)
Source rows (1)

$250,001 - $500,000

Original ↗ · Row 3 · Ptr
joint · S (partial) · $250,001 - $500,000

Dec 31, 2024Sep 11, 2026
DXCM — DexCom, Inc. - Common Stock (DXCM) [ST]JointSale
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 4 · Ptr
joint · S · $50,001 - $100,000

Dec 31, 2024Sep 11, 2026
EL — Estee Lauder Companies, Inc. (EL) [ST]JointSale
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 5 · Ptr
joint · S · $15,001 - $50,000

Dec 31, 2024Sep 11, 2026
INTC — Intel Corporation - Common Stock (INTC) [ST]JointSale
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 8 · Ptr
joint · S · $50,001 - $100,000

Dec 31, 2024Sep 11, 2026
JNJ — Johnson & Johnson Common Stock (JNJ) [ST]JointSale
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 9 · Ptr
joint · S · $100,001 - $250,000

Dec 31, 2024Sep 11, 2026
HD — Hern Family Foundation ⇒ Home Depot, Inc. (HD) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 104 · Annual
joint · P · $1,001 - $15,000

Dec 12, 2024Sep 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

Dec 12, 2024Sep 11, 2026
XOM — Hern Family Foundation ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 105 · Annual
joint · P · $1,001 - $15,000

Dec 10, 2024Sep 14, 2026
XOM — Exxon Mobil Corporation Common Stock (XOM) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Dec 10, 2024Sep 11, 2026
MCD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ McDonald's Corporation Common Stock (MCD) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 62 · Annual
joint · P · $100,001 - $250,000

Oct 29, 2024Sep 14, 2026
MCD — McDonald's Corporation Common Stock (MCD) [ST]JointPurchase
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 1 · Ptr
joint · P · $100,001 - $250,000

Oct 29, 2024Sep 11, 2026
CB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Chubb Limited Common Stock (CB) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 56 · Annual
joint · P · $1,001 - $15,000

Jul 8, 2024Sep 14, 2026
CB — Chubb Limited Common Stock (CB) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jul 8, 2024Sep 12, 2026
DVN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Devon Energy Corporation Common Stock (DVN) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 51 · Annual
joint · P · $1,001 - $15,000

Jun 28, 2024Sep 14, 2026
LMT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Jun 28, 2024Sep 14, 2026

All disclosures

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

FiledReportHoldings dateAvailability
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