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
DISJoint$15,001 - $50,000UnavailableUnavailable$106.42Sep 15, 2026Unavailable
WMBJoint$1,000,001 - $5,000,000UnavailableUnavailable$71.63Sep 15, 2026Unavailable
ABBJoint$100,001 - $250,000UnavailableUnavailableUnavailableUnavailable
ACNJoint$500,001 - $1,000,000UnavailableUnavailable$193.40Sep 15, 2026Unavailable
BSXJoint$250,001 - $500,000UnavailableUnavailable$43.87Sep 15, 2026Unavailable
CDNSJoint$250,001 - $500,000UnavailableUnavailable$273.96Sep 15, 2026Unavailable
CBJoint$250,001 - $500,000UnavailableUnavailableUnavailableUnavailable
COSTJoint$500,001 - $1,000,000UnavailableUnavailable$901.35Sep 15, 2026Unavailable
DVNJoint$500,001 - $1,000,000UnavailableUnavailable$51.33Sep 15, 2026Unavailable
EMRJoint$500,001 - $1,000,000UnavailableUnavailable$147.00Sep 15, 2026Unavailable
FCXJoint$100,001 - $250,000UnavailableUnavailable$69.38Sep 15, 2026Unavailable
ICLRJoint$250,001 - $500,000UnavailableUnavailableUnavailableUnavailable
IQVJoint$100,001 - $250,000UnavailableUnavailable$269.67Sep 15, 2026Unavailable
JPMJoint$500,001 - $1,000,000UnavailableUnavailable$352.49Sep 15, 2026Unavailable
LMTJoint$250,001 - $500,000UnavailableUnavailable$533.46Sep 15, 2026Unavailable
MMCJoint$250,001 - $500,000UnavailableUnavailableUnavailableUnavailable
NEEJoint$250,001 - $500,000UnavailableUnavailable$81.07Sep 15, 2026Unavailable
OGNJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
PRGSJoint$50,001 - $100,000UnavailableUnavailable$43.56Sep 15, 2026Unavailable
PLDJoint$50,001 - $100,000UnavailableUnavailable$135.84Sep 15, 2026Unavailable
PTCJoint$100,001 - $250,000UnavailableUnavailable$132.75Sep 15, 2026Unavailable
PWRJoint$250,001 - $500,000UnavailableUnavailable$613.35Sep 15, 2026Unavailable
AAPLDependent$100,001 - $250,000UnavailableUnavailable$331.34Sep 15, 2026Unavailable
BSXDependent$15,001 - $50,000UnavailableUnavailable$43.87Sep 15, 2026Unavailable
CVXDependent$15,001 - $50,000UnavailableUnavailable$217.77Sep 15, 2026Unavailable
IQVDependent$1,001 - $15,000UnavailableUnavailable$269.67Sep 15, 2026Unavailable
AAPLDependent$100,001 - $250,000UnavailableUnavailable$331.34Sep 15, 2026Unavailable
BSXDependent$15,001 - $50,000UnavailableUnavailable$43.87Sep 15, 2026Unavailable
CVXDependent$15,001 - $50,000UnavailableUnavailable$217.77Sep 15, 2026Unavailable
VUZIDependent$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
ALCNot reported$1,001 - $15,000UnavailableUnavailable$67.76Sep 15, 2026Unavailable
BUDNot reported$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
BIIBNot reported$1,001 - $15,000UnavailableUnavailable$216.17Sep 15, 2026Unavailable
BOKFNot reported$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
CNPNot reported$15,001 - $50,000UnavailableUnavailable$37.98Sep 15, 2026Unavailable
CVXNot reported$15,001 - $50,000UnavailableUnavailable$217.77Sep 15, 2026Unavailable
CLNot reported$1,001 - $15,000UnavailableUnavailable$87.00Sep 15, 2026Unavailable
CTRANot reported$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
CSXNot reported$15,001 - $50,000UnavailableUnavailable$48.66Sep 15, 2026Unavailable
ETNNot reported$15,001 - $50,000UnavailableUnavailable$392.40Sep 15, 2026Unavailable
FNot reported$1,001 - $15,000UnavailableUnavailable$13.50Sep 15, 2026Unavailable
GPSNot reported$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HDNot reported$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
HRLNot reported$1,001 - $15,000UnavailableUnavailable$20.79Sep 15, 2026Unavailable
KMBNot reported$1,001 - $15,000UnavailableUnavailable$98.68Sep 15, 2026Unavailable
NKENot reported$15,001 - $50,000UnavailableUnavailable$36.22Sep 15, 2026Unavailable
NVSNot reported$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
NVONot reported$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
OGENot reported$15,001 - $50,000UnavailableUnavailable$45.71Sep 15, 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 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
DVN — Hern Family Foundation ⇒ Devon Energy Corporation Common Stock (DVN) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 55 · Annual
joint · P · $1,001 - $15,000

Jun 28, 2024Sep 14, 2026
DVN — Devon Energy Corporation Common Stock (DVN) [ST]JointPurchase
Source rows (2)

$2,002–$30,000

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

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

Jun 28, 2024Sep 12, 2026
LMT — Lockheed Martin Corporation Common Stock (LMT) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 28, 2024Sep 12, 2026
UNH — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Jun 25, 2024Sep 14, 2026
UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 25, 2024Sep 12, 2026
WMB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Williams Companies, Inc. (WMB) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 49 · Annual
joint · P · $1,001 - $15,000

Jun 24, 2024Sep 14, 2026
WMB — Williams Companies, Inc. (WMB) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 24, 2024Sep 12, 2026
LIN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Linde plc - Ordinary Shares (LIN) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Jun 21, 2024Sep 14, 2026
LIN — Linde plc - Ordinary Shares (LIN) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 21, 2024Sep 12, 2026
AGCO — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ AGCO Corporation Common Stock (AGCO) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 47 · Annual
joint · P · $1,001 - $15,000

Jun 20, 2024Sep 14, 2026
AGCO — AGCO Corporation Common Stock (AGCO) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 20, 2024Sep 12, 2026
NEE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 46 · Annual
joint · P · $1,001 - $15,000

Jun 17, 2024Sep 14, 2026
NEE — NextEra Energy, Inc. Common Stock (NEE) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 17, 2024Sep 12, 2026
HD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Home Depot, Inc. (HD) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Jun 13, 2024Sep 14, 2026
RTX — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ RTX Corporation Common Stock (RTX) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 45 · Annual
joint · P · $1,001 - $15,000

Jun 13, 2024Sep 14, 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 54 · Annual
joint · P · $1,001 - $15,000

Jun 13, 2024Sep 14, 2026
HD — Home Depot, Inc. (HD) [ST]JointPurchase
Source rows (2)

$2,002–$30,000

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

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

Jun 13, 2024Sep 12, 2026
RTX — RTX Corporation Common Stock (RTX) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 13, 2024Sep 12, 2026
EMR — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Emerson Electric Company Common Stock (EMR) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 41 · Annual
joint · P · $1,001 - $15,000

Jun 10, 2024Sep 14, 2026
XOM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 42 · Annual
joint · P · $1,001 - $15,000

Jun 10, 2024Sep 14, 2026
ROK — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Rockwell Automation, Inc. Common Stock (ROK) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 43 · Annual
joint · P · $1,001 - $15,000

Jun 10, 2024Sep 14, 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 53 · Annual
joint · P · $1,001 - $15,000

Jun 10, 2024Sep 14, 2026
EMR — Emerson Electric Company Common Stock (EMR) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 10, 2024Sep 12, 2026
XOM — Exxon Mobil Corporation Common Stock (XOM) [ST]JointPurchase
Source rows (2)

$2,002–$30,000

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

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

Jun 10, 2024Sep 12, 2026
ROK — Rockwell Automation, Inc. Common Stock (ROK) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 13 · Ptr
joint · P · $1,001 - $15,000

Jun 10, 2024Sep 12, 2026
JNJ — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Johnson & Johnson Common Stock (JNJ) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 40 · Annual
joint · P · $1,001 - $15,000

Jun 4, 2024Sep 14, 2026
JNJ — Johnson & Johnson Common Stock (JNJ) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Jun 4, 2024Sep 12, 2026
TXN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 35 · Annual
joint · P · $1,001 - $15,000

May 21, 2024Sep 14, 2026
TXN — Hern Family Foundation ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 37 · Annual
joint · P · $1,001 - $15,000

May 21, 2024Sep 14, 2026
TXN — Texas Instruments Incorporated - Common Stock (TXN) [ST]JointPurchase
Source rows (2)

$2,002–$30,000

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

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

May 21, 2024Sep 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 34 · Annual
joint · P · $1,001 - $15,000

May 17, 2024Sep 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

May 17, 2024Sep 12, 2026
MMC — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 31 · Annual
joint · P · $1,001 - $15,000

May 15, 2024Sep 14, 2026
OKE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ONEOK, Inc. Common Stock (OKE) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 32 · Annual
joint · P · $1,001 - $15,000

May 15, 2024Sep 14, 2026
OKE — Hern Family Foundation ⇒ ONEOK, Inc. Common Stock (OKE) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 36 · Annual
joint · P · $1,001 - $15,000

May 15, 2024Sep 14, 2026
MMC — Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

May 15, 2024Sep 12, 2026
OKE — ONEOK, Inc. Common Stock (OKE) [ST]JointPurchase
Source rows (2)

$2,002–$30,000

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

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

May 15, 2024Sep 12, 2026
PXD — Hern Family Foundation ⇒ Pioneer Natural Resources Company Common Stock (PXD) [ST]JointExchangeAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 38 · Annual
joint · E · $100,001 - $250,000

May 3, 2024Sep 14, 2026
XOM — Hern Family Foundation ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST]JointExchangeAnnual schedule; may repeat a PTR
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 39 · Annual
joint · E · $100,001 - $250,000

May 3, 2024Sep 14, 2026
XOM — Exxon Mobil Corporation Common Stock (XOM) [ST]JointExchange
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 2 · Ptr
joint · E · $100,001 - $250,000

May 3, 2024Sep 12, 2026
PXD — Pioneer Natural Resources Company Common Stock (PXD) [ST]JointExchange
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 6 · Ptr
joint · E · $100,001 - $250,000

May 3, 2024Sep 12, 2026
JPM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 28 · Annual
joint · P · $1,001 - $15,000

Apr 30, 2024Sep 14, 2026
JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Apr 30, 2024Sep 12, 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 23 · Annual
joint · P · $1,001 - $15,000

Mar 29, 2024Sep 14, 2026
LMT — Lockheed Martin Corporation Common Stock (LMT) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Mar 29, 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)

$15,001 - $50,000

Original ↗ · Row 22 · Annual
joint · P · $15,001 - $50,000

Mar 28, 2024Sep 14, 2026
LIN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Linde plc - Ordinary Shares (LIN) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 24 · Annual
joint · P · $1,001 - $15,000

Mar 28, 2024Sep 14, 2026
DVN — Hern Family Foundation ⇒ Devon Energy Corporation Common Stock (DVN) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 26 · Annual
joint · P · $1,001 - $15,000

Mar 28, 2024Sep 14, 2026
DVN — Devon Energy Corporation Common Stock (DVN) [ST]JointPurchase
Source rows (2)

$16,002–$65,000

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

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

Mar 28, 2024Sep 12, 2026
LIN — Linde plc - Ordinary Shares (LIN) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

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

Mar 28, 2024Sep 12, 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
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Oct 16, 2025Kevin Hern — PTR filed 2025-10-16
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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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May 3, 2025Kevin Hern — Financial disclosure (X) filed 2025-05-03
Financial
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Apr 23, 2025Kevin Hern — PTR filed 2025-04-23
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Feb 14, 2025Kevin Hern — PTR filed 2025-02-14
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Jan 15, 2025Kevin Hern — PTR filed 2025-01-15
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Dec 16, 2024Kevin Hern — PTR filed 2024-12-16
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Nov 15, 2024Kevin Hern — PTR filed 2024-11-15
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Oct 16, 2024Kevin Hern — PTR filed 2024-10-16
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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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Jul 15, 2024Kevin Hern — PTR filed 2024-07-15
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Jun 7, 2024Kevin Hern — PTR filed 2024-06-07
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May 13, 2024Kevin Hern — Financial disclosure (X) filed 2024-05-13
Financial
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May 12, 2024Kevin Hern — PTR filed 2024-05-12
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Apr 12, 2024Kevin Hern — PTR filed 2024-04-12
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Mar 12, 2024Kevin Hern — PTR filed 2024-03-12
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Feb 11, 2024Kevin Hern — PTR filed 2024-02-11
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Jan 13, 2024Kevin Hern — PTR filed 2024-01-13
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Dec 7, 2023Kevin Hern — PTR filed 2023-12-07
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Nov 17, 2023Kevin Hern — PTR filed 2023-11-17
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Oct 13, 2023Kevin Hern — PTR filed 2023-10-13
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Sep 7, 2023Kevin Hern — PTR filed 2023-09-07
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Aug 16, 2023Kevin Hern — PTR filed 2023-08-16
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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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Apr 10, 2023Kevin Hern — PTR filed 2023-04-10
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Mar 15, 2023Kevin Hern — PTR filed 2023-03-15
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Feb 14, 2023Kevin Hern — PTR filed 2023-02-14
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Jan 13, 2023Kevin Hern — PTR filed 2023-01-13
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Dec 8, 2022Kevin Hern — PTR filed 2022-12-08
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Nov 9, 2022Kevin Hern — PTR filed 2022-11-09
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Oct 10, 2022Kevin Hern — PTR filed 2022-10-10
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Sep 15, 2022Kevin Hern — PTR filed 2022-09-15
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