| MMP — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 126 · Annual joint · P · $1,001 - $15,000 | Aug 12, 2022 | Sep 14, 2026 |
| MMP — Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 | Aug 12, 2022 | Sep 12, 2026 |
| JPM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ JP Morgan Chase & Co. (JPM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 116 · Annual joint · P · $1,001 - $15,000 | Jul 31, 2022 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $1,001 - $15,000 | Jul 31, 2022 | Sep 12, 2026 |
| DVN — Hern Family Foundation ⇒ Devon Energy Corporation (DVN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Annual joint · P · $1,001 - $15,000 | Jun 30, 2022 | Sep 14, 2026 |
| DVN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Devon Energy Corporation (DVN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 68 · Annual joint · P · $15,001 - $50,000 | Jun 30, 2022 | Sep 14, 2026 |
| DVN — Devon Energy Corporation (DVN) [ST] | Joint | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 3 · Ptr joint · P · $1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · P · $15,001 - $50,000 | Jun 30, 2022 | Sep 12, 2026 |
| WMB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 166 · Annual joint · P · $1,001 - $15,000 | Jun 27, 2022 | Sep 14, 2026 |
| WMB — Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Ptr joint · P · $1,001 - $15,000 | Jun 27, 2022 | Sep 12, 2026 |
| LMT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Lockheed Martin Corporation (LMT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 122 · Annual joint · P · $1,001 - $15,000 | Jun 24, 2022 | Sep 14, 2026 |
| LMT — Lockheed Martin Corporation (LMT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr joint · P · $1,001 - $15,000 | Jun 24, 2022 | Sep 12, 2026 |
| AGCO — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ AGCO Corporation (AGCO) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 57 · Annual joint · P · $1,001 - $15,000 | Jun 21, 2022 | Sep 14, 2026 |
| AGCO — AGCO Corporation (AGCO) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | Jun 21, 2022 | Sep 12, 2026 |
| HD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Home Depot, Inc. (HD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 93 · Annual joint · P · $1,001 - $15,000 | Jun 16, 2022 | Sep 14, 2026 |
| RTX — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Raytheon Technologies Corporation (RTX) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 150 · Annual joint · P · $1,001 - $15,000 | Jun 16, 2022 | Sep 14, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000 | Jun 16, 2022 | Sep 12, 2026 |
| RTX — Raytheon Technologies Corporation (RTX) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · P · $1,001 - $15,000 | Jun 16, 2022 | Sep 12, 2026 |
| NEE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ NextEra Energy, Inc. (NEE) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 135 · Annual joint · P · $1,001 - $15,000 | Jun 15, 2022 | Sep 14, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr joint · P · $1,001 - $15,000 | Jun 15, 2022 | Sep 12, 2026 |
| PXD — Hern Family Foundation ⇒ Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 44 · Annual joint · P · $1,001 - $15,000 | Jun 14, 2022 | Sep 14, 2026 |
| PXD — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 145 · Annual joint · P · $15,001 - $50,000 | Jun 14, 2022 | Sep 14, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseSource rows (2)$16,002–$65,000 Original ↗ · Row 13 · Ptr joint · P · $15,001 - $50,000 Original ↗ · Row 14 · Ptr joint · P · $1,001 - $15,000 | Jun 14, 2022 | Sep 12, 2026 |
| EMR — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Emerson Electric Company (EMR) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 74 · Annual joint · P · $1,001 - $15,000 | Jun 10, 2022 | Sep 14, 2026 |
| XOM — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Exxon Mobil Corporation (XOM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 79 · Annual joint · P · $1,001 - $15,000 | Jun 10, 2022 | Sep 14, 2026 |
| ROK — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Rockwell Automation, Inc. (ROK) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 153 · Annual joint · P · $1,001 - $15,000 | Jun 10, 2022 | Sep 14, 2026 |
| CERN — Kevin Hern Traditional IRA ⇒ Cerner Corporation (CERN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 207 · Annual not_reported · S · $15,001 - $50,000 | Jun 10, 2022 | Sep 14, 2026 |
| CERN — Cerner Corporation (CERN) [ST] | Not reported | SaleSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr not_reported · S · $15,001 - $50,000 | Jun 10, 2022 | Sep 12, 2026 |
| EMR — Emerson Electric Company (EMR) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 | Jun 10, 2022 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation (XOM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 | Jun 10, 2022 | Sep 12, 2026 |
| ROK — Rockwell Automation, Inc. (ROK) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr joint · P · $1,001 - $15,000 | Jun 10, 2022 | Sep 12, 2026 |
| MSFT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Microsoft Corporation (MSFT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 130 · Annual joint · P · $1,001 - $15,000 | Jun 9, 2022 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · P · $1,001 - $15,000 | Jun 9, 2022 | Sep 12, 2026 |
| JNJ — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Johnson & Johnson (JNJ) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 113 · Annual joint · P · $1,001 - $15,000 | Jun 7, 2022 | Sep 14, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr joint · P · $1,001 - $15,000 | Jun 7, 2022 | Sep 12, 2026 |
| INTC — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Intel Corporation (INTC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 102 · Annual joint · P · $1,001 - $15,000 | Jun 1, 2022 | Sep 14, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr joint · P · $1,001 - $15,000 | Jun 1, 2022 | Sep 12, 2026 |
| TXN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 156 · Annual joint · P · $1,001 - $15,000 | May 17, 2022 | Sep 14, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · P · $1,001 - $15,000 | May 17, 2022 | Sep 12, 2026 |
| OKE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ONEOK, Inc. (OKE) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 138 · Annual joint · P · $1,001 - $15,000 | May 16, 2022 | Sep 14, 2026 |
| MTBC — Kelby Austin Hern Trust ⇒ CareCloud, Inc. (MTBC) [ST] | Dependent | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 180 · Annual dependent · S · $1,001 - $15,000 | May 16, 2022 | Sep 14, 2026 |
| EXAS — Kelby Austin Hern Trust ⇒ Exact Sciences Corporation (EXAS) [ST] | Dependent | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 182 · Annual dependent · S · $1,001 - $15,000 | May 16, 2022 | Sep 14, 2026 |
| MTBC — CareCloud, Inc. (MTBC) [ST] | Dependent | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr dependent · S · $1,001 - $15,000 | May 16, 2022 | Sep 12, 2026 |
| EXAS — Exact Sciences Corporation (EXAS) [ST] | Dependent | SaleSource rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr dependent · S · $1,001 - $15,000 | May 16, 2022 | Sep 12, 2026 |
| OKE — ONEOK, Inc. (OKE) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · P · $1,001 - $15,000 | May 16, 2022 | Sep 12, 2026 |
| ACN — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 52 · Annual joint · P · $1,001 - $15,000 | May 13, 2022 | Sep 14, 2026 |
| MMP — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 124 · Annual joint · P · $1,001 - $15,000 | May 13, 2022 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · P · $1,001 - $15,000 | May 13, 2022 | Sep 12, 2026 |
| MMP — Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr joint · P · $1,001 - $15,000 | May 13, 2022 | Sep 12, 2026 |
| ABB — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ABB Ltd (ABB) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 50 · Annual joint · P · $1,001 - $15,000 | May 11, 2022 | Sep 14, 2026 |
| ABB — ABB Ltd (ABB) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · P · $1,001 - $15,000 | May 11, 2022 | Sep 12, 2026 |