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
PRGSJoint$15,001 - $50,000UnavailableUnavailable$43.56Sep 15, 2026Unavailable
PTCJoint$50,001 - $100,000UnavailableUnavailable$132.75Sep 15, 2026Unavailable
RTXJoint$100,001 - $250,000UnavailableUnavailable$195.50Sep 15, 2026Unavailable
ROKJoint$100,001 - $250,000UnavailableUnavailable$417.00Sep 15, 2026Unavailable
TXNJoint$100,001 - $250,000UnavailableUnavailable$263.43Sep 15, 2026Unavailable
TMOJoint$50,001 - $100,000UnavailableUnavailable$641.39Sep 15, 2026Unavailable
TJXJoint$50,001 - $100,000UnavailableUnavailable$124.60Sep 15, 2026Unavailable
UNHJoint$50,001 - $100,000UnavailableUnavailable$375.93Sep 15, 2026Unavailable
VFCJoint$1 - $1,000UnavailableUnavailableUnavailableUnavailable
VJoint$100,001 - $250,000UnavailableUnavailable$375.62Sep 15, 2026Unavailable
WMBJoint$100,001 - $250,000UnavailableUnavailable$71.63Sep 15, 2026Unavailable
GOOGLJoint$500,001 - $1,000,000UnavailableUnavailable$344.98Sep 15, 2026Unavailable
AMZNJoint$250,001 - $500,000UnavailableUnavailable$248.42Sep 15, 2026Unavailable
AMPJoint$50,001 - $100,000UnavailableUnavailable$559.34Sep 15, 2026Unavailable
BDXJoint$15,001 - $50,000UnavailableUnavailable$185.92Sep 15, 2026Unavailable
BLKJoint$50,001 - $100,000UnavailableUnavailable$1058.66Sep 15, 2026Unavailable
BAJoint$15,001 - $50,000UnavailableUnavailable$209.69Sep 15, 2026Unavailable
CARRJoint$1,001 - $15,000UnavailableUnavailable$55.54Sep 15, 2026Unavailable
CORJoint$50,001 - $100,000UnavailableUnavailable$323.29Sep 15, 2026Unavailable
CSCOJoint$50,001 - $100,000UnavailableUnavailable$110.07Sep 15, 2026Unavailable
KOJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
CTSHJoint$15,001 - $50,000UnavailableUnavailable$63.28Sep 15, 2026Unavailable
CLJoint$50,001 - $100,000UnavailableUnavailable$87.00Sep 15, 2026Unavailable
CMCSAJoint$15,001 - $50,000UnavailableUnavailable$24.42Sep 15, 2026Unavailable
CMIJoint$100,001 - $250,000UnavailableUnavailable$538.02Sep 15, 2026Unavailable
DHRJoint$100,001 - $250,000UnavailableUnavailable$209.36Sep 15, 2026Unavailable
XOMJoint$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
HDJoint$250,001 - $500,000UnavailableUnavailableUnavailableUnavailable
ITWJoint$100,001 - $250,000UnavailableUnavailable$268.60Sep 15, 2026Unavailable
ICEJoint$50,001 - $100,000UnavailableUnavailable$156.90Sep 15, 2026Unavailable
IVZJoint$15,001 - $50,000UnavailableUnavailable$30.78Sep 15, 2026Unavailable
LINJoint$250,001 - $500,000UnavailableUnavailable$462.96Sep 15, 2026Unavailable
LOWJoint$50,001 - $100,000UnavailableUnavailable$194.61Sep 15, 2026Unavailable
MCDJointNoneUnavailableUnavailable$252.78Sep 15, 2026Unavailable
MDTJoint$15,001 - $50,000UnavailableUnavailable$93.75Sep 15, 2026Unavailable
MRKJoint$50,001 - $100,000UnavailableUnavailable$143.79Sep 15, 2026Unavailable
ORLYJoint$500,001 - $1,000,000UnavailableUnavailable$85.16Sep 15, 2026Unavailable
OKEJoint$250,001 - $500,000UnavailableUnavailableUnavailableUnavailable
OTISJoint$1,001 - $15,000UnavailableUnavailable$68.50Sep 15, 2026Unavailable
PHJoint$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
PGJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
RTXJoint$1,000,001 - $5,000,000UnavailableUnavailable$195.50Sep 15, 2026Unavailable
ROKJoint$500,001 - $1,000,000UnavailableUnavailable$417.00Sep 15, 2026Unavailable
SBUXJoint$15,001 - $50,000UnavailableUnavailable$96.58Sep 15, 2026Unavailable
TROWJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
TXNJoint$500,001 - $1,000,000UnavailableUnavailable$263.43Sep 15, 2026Unavailable
TMOJoint$50,001 - $100,000UnavailableUnavailable$641.39Sep 15, 2026Unavailable
TJXJoint$50,001 - $100,000UnavailableUnavailable$124.60Sep 15, 2026Unavailable
UNHJointNoneUnavailableUnavailable$375.93Sep 15, 2026Unavailable
VJoint$100,001 - $250,000UnavailableUnavailable$375.62Sep 15, 2026Unavailable

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
INTC — Intel Corporation (INTC) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Mar 1, 2023Sep 12, 2026
ACN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 48 · Annual
joint · P · $1,001 - $15,000

Feb 15, 2023Sep 14, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 15, 2023Sep 12, 2026
MMP — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 92 · Annual
joint · P · $1,001 - $15,000

Feb 14, 2023Sep 14, 2026
OKE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ONEOK, Inc. (OKE) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Feb 14, 2023Sep 14, 2026
TXN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Texas Instruments Incorporated (TXN) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 117 · Annual
joint · P · $1,001 - $15,000

Feb 14, 2023Sep 14, 2026
MMP — Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 14, 2023Sep 12, 2026
OKE — ONEOK, Inc. (OKE) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 14, 2023Sep 12, 2026
TXN — Texas Instruments Incorporated (TXN) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Feb 14, 2023Sep 12, 2026
PXD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Pioneer Natural Resources Company (PXD) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,000,001 - $5,000,000

Original ↗ · Row 108 · Annual
joint · S · $1,000,001 - $5,000,000

Feb 1, 2023Sep 14, 2026
PXD — Pioneer Natural Resources Company (PXD) [ST]JointSale
Source rows (1)

$1,000,001 - $5,000,000

Original ↗ · Row 4 · Ptr
joint · S · $1,000,001 - $5,000,000

Feb 1, 2023Sep 12, 2026
JPM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ JP Morgan Chase & Co. (JPM) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 81 · Annual
joint · P · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
ACN — Kevin Hern Insurance Trust ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 173 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
ADBE — Kevin Hern Insurance Trust ⇒ Adobe Inc. (ADBE) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 174 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
AMZN — Kevin Hern Insurance Trust ⇒ Amazon.com, Inc. (AMZN) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 175 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
AMT — Kevin Hern Insurance Trust ⇒ American Tower Corporation (AMT) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Jan 31, 2023Sep 14, 2026
BLK — Kevin Hern Insurance Trust ⇒ BlackRock, Inc. (BLK) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 177 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
BA — Kevin Hern Insurance Trust ⇒ Boeing Company (BA) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 178 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
CB — Kevin Hern Insurance Trust ⇒ Chubb Limited (CB) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 179 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
KO — Kevin Hern Insurance Trust ⇒ Coca-Cola Company (KO) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Jan 31, 2023Sep 14, 2026
CMCSA — Kevin Hern Insurance Trust ⇒ Comcast Corporation - Class A (CMCSA) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 181 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
COST — Kevin Hern Insurance Trust ⇒ Costco Wholesale Corporation (COST) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Jan 31, 2023Sep 14, 2026
DHR — Kevin Hern Insurance Trust ⇒ Danaher Corporation (DHR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 183 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
DG — Kevin Hern Insurance Trust ⇒ Dollar General Corporation (DG) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 184 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
ECL — Kevin Hern Insurance Trust ⇒ Ecolab Inc. (ECL) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 185 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
EXAS — Kevin Hern Insurance Trust ⇒ Exact Sciences Corporation (EXAS) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 186 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
HD — Kevin Hern Insurance Trust ⇒ Home Depot, Inc. (HD) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 192 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
HON — Kevin Hern Insurance Trust ⇒ Honeywell International Inc. (HON) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 193 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
ICLR — Kevin Hern Insurance Trust ⇒ ICON plc - Ordinary Shares (ICLR) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 194 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
INTC — Kevin Hern Insurance Trust ⇒ Intel Corporation (INTC) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 195 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
ICE — Kevin Hern Insurance Trust ⇒ Intercontinental Exchange Inc. (ICE) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 196 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
JNJ — Kevin Hern Insurance Trust ⇒ Johnson & Johnson (JNJ) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 199 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
JPM — Kevin Hern Insurance Trust ⇒ JP Morgan Chase & Co. (JPM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 200 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
LIN — Kevin Hern Insurance Trust ⇒ Linde plc Ordinary Share (LIN) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 204 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
LMT — Kevin Hern Insurance Trust ⇒ Lockheed Martin Corporation (LMT) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 205 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
LOW — Kevin Hern Insurance Trust ⇒ Lowe's Companies, Inc. (LOW) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 206 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
MDT — Kevin Hern Insurance Trust ⇒ Medtronic plc. Ordinary Shares (MDT) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 207 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
MSFT — Kevin Hern Insurance Trust ⇒ Microsoft Corporation (MSFT) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 209 · Annual
joint · S · $15,001 - $50,000

Jan 31, 2023Sep 14, 2026
MDLZ — Kevin Hern Insurance Trust ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 210 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
NEE — Kevin Hern Insurance Trust ⇒ NextEra Energy, Inc. (NEE) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 211 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
NVS — Kevin Hern Insurance Trust ⇒ Novartis AG (NVS) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 212 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
ORLY — Kevin Hern Insurance Trust ⇒ O'Reilly Automotive, Inc. (ORLY) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 213 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
PH — Kevin Hern Insurance Trust ⇒ Parker-Hannifin Corporation (PH) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 214 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
PSX — Kevin Hern Insurance Trust ⇒ Phillips 66 (PSX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 215 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
PG — Kevin Hern Insurance Trust ⇒ Procter & Gamble Company (PG) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 216 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
RTX — Kevin Hern Insurance Trust ⇒ Raytheon Technologies Corporation (RTX) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 217 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
RSG — Kevin Hern Insurance Trust ⇒ Republic Services, Inc. (RSG) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 218 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
ROK — Kevin Hern Insurance Trust ⇒ Rockwell Automation, Inc. (ROK) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 219 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
CRM — Kevin Hern Insurance Trust ⇒ Salesforce, Inc. (CRM) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 220 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 14, 2026
TXN — Kevin Hern Insurance Trust ⇒ Texas Instruments Incorporated (TXN) [ST]JointSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 221 · Annual
joint · S · $1,001 - $15,000

Jan 31, 2023Sep 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
Sep 1, 2026Kevin Hern — PTR filed 2026-09-01
Ptr
Not establishedParsed
Aug 12, 2026Kevin Hern — PTR filed 2026-08-12
Ptr
Not establishedNeeds review
Aug 10, 2026Kevin Hern — PTR filed 2026-08-10
Ptr
Not establishedParsed
Jul 16, 2026Kevin Hern — PTR filed 2026-07-16
Ptr
Not establishedParsed
Jun 25, 2026Kevin Hern — Annual report filed 2026-06-25
Annual
Dec 31, 2025Needs review
Jun 2, 2026Kevin Hern — PTR filed 2026-06-02
Ptr
Not establishedParsed
May 5, 2026Kevin Hern — PTR filed 2026-05-05
Ptr
Not establishedParsed
Apr 18, 2026Kevin Hern — Financial disclosure (X) filed 2026-04-18
Financial
Not establishedParsed
Apr 3, 2026Kevin Hern — PTR filed 2026-04-03
Ptr
Not establishedParsed
Mar 6, 2026Kevin Hern — PTR filed 2026-03-06
Ptr
Not establishedParsed
Feb 18, 2026Kevin Hern — PTR filed 2026-02-18
Ptr
Not establishedParsed
Jan 22, 2026Kevin Hern — PTR filed 2026-01-22
Ptr
Not establishedParsed
Nov 16, 2025Kevin Hern — PTR filed 2025-11-16
Ptr
Not establishedParsed
Oct 16, 2025Kevin Hern — PTR filed 2025-10-16
Ptr
Not establishedParsed
Aug 4, 2025Kevin Hern — Annual report filed 2025-08-04
Annual
Dec 31, 2024Needs review
May 13, 2025Kevin Hern — PTR filed 2025-05-13
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Not establishedParsed
May 3, 2025Kevin Hern — Financial disclosure (X) filed 2025-05-03
Financial
Not establishedParsed
Apr 23, 2025Kevin Hern — PTR filed 2025-04-23
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Not establishedParsed
Feb 14, 2025Kevin Hern — PTR filed 2025-02-14
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Not establishedParsed
Jan 15, 2025Kevin Hern — PTR filed 2025-01-15
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Not establishedParsed
Dec 16, 2024Kevin Hern — PTR filed 2024-12-16
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Not establishedParsed
Nov 15, 2024Kevin Hern — PTR filed 2024-11-15
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Not establishedParsed
Oct 16, 2024Kevin Hern — PTR filed 2024-10-16
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Not establishedParsed
Aug 12, 2024Kevin Hern — Annual report filed 2024-08-12
Annual
Dec 31, 2023Needs review
Aug 10, 2024Kevin Hern — PTR filed 2024-08-10
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Not establishedParsed
Jul 15, 2024Kevin Hern — PTR filed 2024-07-15
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Not establishedParsed
Jun 7, 2024Kevin Hern — PTR filed 2024-06-07
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Not establishedParsed
May 13, 2024Kevin Hern — Financial disclosure (X) filed 2024-05-13
Financial
Not establishedParsed
May 12, 2024Kevin Hern — PTR filed 2024-05-12
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Not establishedParsed
Apr 12, 2024Kevin Hern — PTR filed 2024-04-12
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Not establishedParsed
Mar 12, 2024Kevin Hern — PTR filed 2024-03-12
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Not establishedParsed
Feb 11, 2024Kevin Hern — PTR filed 2024-02-11
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Not establishedParsed
Jan 13, 2024Kevin Hern — PTR filed 2024-01-13
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Not establishedParsed
Dec 7, 2023Kevin Hern — PTR filed 2023-12-07
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Not establishedParsed
Nov 17, 2023Kevin Hern — PTR filed 2023-11-17
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Not establishedParsed
Oct 13, 2023Kevin Hern — PTR filed 2023-10-13
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Not establishedParsed
Sep 7, 2023Kevin Hern — PTR filed 2023-09-07
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Not establishedParsed
Aug 16, 2023Kevin Hern — PTR filed 2023-08-16
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Not establishedParsed
Jul 12, 2023Kevin Hern — PTR filed 2023-07-12
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Not establishedParsed
Jun 13, 2023Kevin Hern — PTR filed 2023-06-13
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Not establishedParsed
May 15, 2023Kevin Hern — Annual report filed 2023-05-15
Annual
Dec 31, 2022Needs review
May 11, 2023Kevin Hern — PTR filed 2023-05-11
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Not establishedParsed
Apr 10, 2023Kevin Hern — PTR filed 2023-04-10
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Not establishedParsed
Mar 15, 2023Kevin Hern — PTR filed 2023-03-15
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Not establishedParsed
Feb 14, 2023Kevin Hern — PTR filed 2023-02-14
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Not establishedParsed
Jan 13, 2023Kevin Hern — PTR filed 2023-01-13
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Not establishedParsed
Dec 8, 2022Kevin Hern — PTR filed 2022-12-08
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Not establishedParsed
Nov 9, 2022Kevin Hern — PTR filed 2022-11-09
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Not establishedParsed
Oct 10, 2022Kevin Hern — PTR filed 2022-10-10
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Not establishedParsed
Sep 15, 2022Kevin Hern — PTR filed 2022-09-15
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Not establishedParsed