| DRE — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Duke Realty Corporation (DRE) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 185 · Annual joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 14, 2026 |
| FSK — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ FS KKR Capital Corp. (FSK) [ST] | Joint | SaleAnnual schedule; may repeat a PTRSource rows (1)$100,001 - $250,000 Original ↗ · Row 199 · Annual joint · S · $100,001 - $250,000 | Nov 26, 2021 | Sep 14, 2026 |
| HLT — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Hilton Worldwide Holdings Inc. (HLT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 203 · Annual joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 14, 2026 |
| INTC — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Intel Corporation (INTC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 210 · Annual joint · P · $15,001 - $50,000 | Nov 26, 2021 | Sep 14, 2026 |
| PWR — Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Quanta Services, Inc. (PWR) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 253 · Annual joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 14, 2026 |
| ABB — ABB Ltd (ABB) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 1 · Ptr joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 12, 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 | Nov 26, 2021 | Sep 12, 2026 |
| Not reported — AgCO Corporation (AgCO) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 3 · Ptr joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 12, 2026 |
| ARCB — ArcBest Corporation (ARCB) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 4 · Ptr joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 12, 2026 |
| BLL — Ball Corporation (BLL) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 5 · Ptr joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 12, 2026 |
| CR — Crane Co. (CR) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 6 · Ptr joint · P · $15,001 - $50,000 | Nov 26, 2021 | Sep 12, 2026 |
| DRE — Duke Realty Corporation (DRE) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 7 · Ptr joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 12, 2026 |
| FSK — FS KKR Capital Corp. (FSK) [ST] | Joint | SaleSource rows (1)$100,001 - $250,000 Original ↗ · Row 11 · Ptr joint · S · $100,001 - $250,000 | Nov 26, 2021 | Sep 12, 2026 |
| HLT — Hilton Worldwide Holdings Inc. (HLT) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 12 · Ptr joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 12, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 13 · Ptr joint · P · $15,001 - $50,000 | Nov 26, 2021 | Sep 12, 2026 |
| PH — Parker-Hannifin Corporation (PH) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 17 · Ptr joint · P · $15,001 - $50,000 | Nov 26, 2021 | Sep 12, 2026 |
| PWR — Quanta Services, Inc. (PWR) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 18 · Ptr joint · P · $50,001 - $100,000 | Nov 26, 2021 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 20 · Ptr joint · P · $15,001 - $50,000 | Nov 26, 2021 | 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 247 · Annual joint · P · $1,001 - $15,000 | Nov 15, 2021 | Sep 14, 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 259 · Annual joint · P · $1,001 - $15,000 | Nov 15, 2021 | Sep 14, 2026 |
| OKE — ONEOK, Inc. (OKE) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr joint · P · $1,001 - $15,000 | Nov 15, 2021 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr joint · P · $1,001 - $15,000 | Nov 15, 2021 | Sep 12, 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 232 · Annual joint · P · $1,001 - $15,000 | Nov 12, 2021 | Sep 14, 2026 |
| MMP — Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · P · $1,001 - $15,000 | Nov 12, 2021 | Sep 12, 2026 |
| JPM — Hern Family Revocable Trust ⇒ JP Morgan Chase & Co. (JPM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 140 · Annual joint · P · $1,001 - $15,000 | Oct 29, 2021 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr joint · P · $1,001 - $15,000 | Oct 29, 2021 | Sep 12, 2026 |
| BLK — Hern Family Foundation ⇒ BlackRock, Inc. (BLK) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 48 · Annual joint · P · $15,001 - $50,000 | Oct 20, 2021 | Sep 14, 2026 |
| CVX — Hern Family Foundation ⇒ Chevron Corporation (CVX) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 51 · Annual joint · P · $50,001 - $100,000 | Oct 20, 2021 | Sep 14, 2026 |
| ITW — Hern Family Foundation ⇒ Illinois Tool Works Inc. (ITW) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 70 · Annual joint · P · $15,001 - $50,000 | Oct 20, 2021 | Sep 14, 2026 |
| LMT — Hern Family Foundation ⇒ Lockheed Martin Corporation (LMT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 87 · Annual joint · P · $50,001 - $100,000 | Oct 20, 2021 | Sep 14, 2026 |
| ORLY — Hern Family Foundation ⇒ O'Reilly Automotive, Inc. (ORLY) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 92 · Annual joint · P · $15,001 - $50,000 | Oct 20, 2021 | Sep 14, 2026 |
| PXD — Hern Family Foundation ⇒ Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$100,001 - $250,000 Original ↗ · Row 97 · Annual joint · P · $100,001 - $250,000 | Oct 20, 2021 | Sep 14, 2026 |
| V — Hern Family Foundation ⇒ Visa Inc. (V) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 110 · Annual joint · P · $50,001 - $100,000 | Oct 20, 2021 | Sep 14, 2026 |
| Not reported — blackRock, Inc. (blK) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr joint · P · $15,001 - $50,000 | Oct 20, 2021 | Sep 12, 2026 |
| CVX — Chevron Corporation (CVX) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 2 · Ptr joint · P · $50,001 - $100,000 | Oct 20, 2021 | Sep 12, 2026 |
| ITW — Illinois Tool Works Inc. (ITW) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Ptr joint · P · $15,001 - $50,000 | Oct 20, 2021 | Sep 12, 2026 |
| Not reported — lockheed Martin Corporation (lMT) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 12 · Ptr joint · P · $50,001 - $100,000 | Oct 20, 2021 | Sep 12, 2026 |
| Not reported — O'Reilly Automotive, Inc. (ORlY) [ST] | Joint | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 13 · Ptr joint · P · $15,001 - $50,000 | Oct 20, 2021 | Sep 12, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseSource rows (1)$100,001 - $250,000 Original ↗ · Row 14 · Ptr joint · P · $100,001 - $250,000 | Oct 20, 2021 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Joint | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 16 · Ptr joint · P · $50,001 - $100,000 | Oct 20, 2021 | Sep 12, 2026 |
| PXD — Hern Family Revocable Trust ⇒ Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 151 · Annual joint · P · $1,001 - $15,000 | Oct 14, 2021 | Sep 14, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr joint · P · $1,001 - $15,000 | Oct 14, 2021 | 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 55 · Annual joint · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| DVN — Hern Family Revocable Trust ⇒ Devon Energy Corporation (DVN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 121 · Annual joint · P · $1,001 - $15,000 | Sep 30, 2021 | Sep 14, 2026 |
| DVN — Devon Energy Corporation (DVN) [ST] | Joint | PurchaseSource 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 | Sep 30, 2021 | Sep 12, 2026 |
| WMB — Hern Family Revocable Trust ⇒ Williams Companies, Inc. (WMB) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 159 · Annual joint · P · $1,001 - $15,000 | Sep 27, 2021 | Sep 14, 2026 |
| Not reported — Williams Companies, Inc. (WMb) [ST] | Joint | PurchaseSource rows (1)$1,001 - $15,000 Original ↗ · Row 31 · Ptr joint · P · $1,001 - $15,000 | Sep 27, 2021 | 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 229 · Annual joint · P · $1,001 - $15,000 | Sep 24, 2021 | Sep 14, 2026 |
| ACN — Hern Family Revocable Trust ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$100,001 - $250,000 Original ↗ · Row 112 · Annual joint · P · $100,001 - $250,000 | Sep 23, 2021 | Sep 14, 2026 |
| MDT — Hern Family Revocable Trust ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$100,001 - $250,000 Original ↗ · Row 144 · Annual joint · P · $100,001 - $250,000 | Sep 23, 2021 | Sep 14, 2026 |