Kevin Hern
Periodic transaction report filed September 25, 2026, OK01. Member page · The Clerk's PDF
99
Transactions
from a 13-page report
13
Purchases
84
Sales
full and partial
0
Reported late
past the 30-day or 45-day deadline
Transactions as filed
| # | Owner | Asset | Type | Trade date | Notified | Amount | Notes |
|---|---|---|---|---|---|---|---|
| 1 | Dependent child | AAPL Apple Inc. - Common Stock (AAPL) | Sale (partial) | Sep 8, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kelby Austin Hern Trust. |
| 2 | Dependent child | AAPL Apple Inc. - Common Stock (AAPL) | Sale (partial) | Sep 8, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kaden Everett Hern Trust. |
| 3 | Joint | ARBUCKLE MEM HOSP AUTH OKLA SALES TAX 03.00000% 01/01/2027 REV BDS SER. 2018 | Purchase | Sep 8, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 4 | Joint | BSX Boston Scientific Corporation Common Stock (BSX) | Sale (partial) | Sep 4, 2026 | Sep 15, 2026 | $50,001 to $100,000 | Subholding of Hern Family Revocable Trust. |
| 5 | Dependent child | BSX Boston Scientific Corporation Common Stock (BSX) | Sale | Sep 3, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Gabrielle Ashtyn Hern Trust. |
| 6 | Dependent child | BSX Boston Scientific Corporation Common Stock (BSX) | Sale | Sep 3, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kelby Austin Hern Trust. |
| 7 | Dependent child | BSX Boston Scientific Corporation Common Stock (BSX) | Sale | Sep 3, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kaden Everett Hern Trust. |
| 8 | Joint | BSX Boston Scientific Corporation Common Stock (BSX) | Sale | Sep 9, 2026 | Sep 15, 2026 | $50,001 to $100,000 | Subholding of Hern Family Revocable Trust. |
| 9 | Joint | BSX Boston Scientific Corporation Common Stock (BSX) | Sale | Aug 31, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 10 | Joint | RA Brookfield Real Assets Income Fund Inc. Common Stock (RA) | Sale | Aug 31, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 11 | Joint | CDNS Cadence Design Systems, Inc. - Common Stock (CDNS) | Sale (partial) | Sep 14, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 12 | Joint | CDNS Cadence Design Systems, Inc. - Common Stock (CDNS) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 13 | Member | CNP CenterPoint Energy, Inc (CNP) | Sale | Sep 15, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Kevin Hern Traditional IRA. |
| 14 | Joint | CB Chubb Limited Common Stock (CB) | Purchase | Aug 31, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Hern Family Foundation. |
| 15 | Joint | KO Coca-Cola Company (KO) | Purchase | Aug 31, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Hern Family Foundation. |
| 16 | Member | CL Colgate-Palmolive Company Common Stock (CL) | Sale (partial) | Aug 27, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kevin Hern Traditional IRA. |
| 17 | Member | CL Colgate-Palmolive Company Common Stock (CL) | Sale | Aug 31, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kevin Hern Traditional IRA. |
| 18 | Joint | CL Colgate-Palmolive Company Common Stock (CL) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Hern Family Revocable Trust. |
| 19 | Joint | CR Crane Company Common Stock (CR) | Sale | Aug 31, 2026 | Sep 15, 2026 | $50,001 to $100,000 | Subholding of Hern Family Foundation. |
| 20 | Joint | CXT Crane NXT, Co. Common Stock (CXT) | Sale | Aug 31, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 21 | Member | CSX CSX Corporation (CSX) | Sale (partial) | Aug 31, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kevin Hern Traditional IRA. |
| 22 | Member | CSX CSX Corporation (CSX) | Sale (partial) | Aug 27, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kevin Hern Traditional IRA. |
| 23 | Joint | DHR Danaher Corporation Common Stock (DHR) | Sale | Aug 31, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 24 | Joint | DHR Danaher Corporation Common Stock (DHR) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Hern Family Revocable Trust. |
| 25 | Joint | DVN Devon Energy Corporation Common Stock (DVN) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $100,001 to $250,000 | Subholding of Hern Family Revocable Trust. |
| 26 | Joint | DVN Devon Energy Corporation Common Stock (DVN) | Sale (partial) | Sep 4, 2026 | Sep 15, 2026 | $100,001 to $250,000 | Subholding of Hern Family Revocable Trust. |
| 27 | Joint | DVN Devon Energy Corporation Common Stock (DVN) | Sale (partial) | Sep 14, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 28 | Joint | DVN Devon Energy Corporation Common Stock (DVN) | Sale (partial) | Aug 31, 2026 | Sep 15, 2026 | $100,001 to $250,000 | Subholding of Hern Family Foundation. |
| 29 | Member | DVN Devon Energy Corporation Common Stock (DVN) | Sale | Aug 31, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Kevin Hern Traditional IRA. |
| 30 | Member | ETN Eaton Corporation, PLC Ordinary Shares (ETN) | Sale (partial) | Sep 10, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kevin Hern Traditional IRA. |
| 31 | Dependent child | ETV Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest (ETV) | Sale | Sep 8, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Gabrielle Ashtyn Hern Trust. |
| 32 | Joint | EMR Emerson Electric Company Common Stock (EMR) | Sale (partial) | Sep 14, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Hern Family Revocable Trust. |
| 33 | Joint | EMR Emerson Electric Company Common Stock (EMR) | Sale (partial) | Sep 14, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 34 | Joint | XOM ExxonMobil Holdings Corporation Common Stock (XOM) | Sale (partial) | Aug 31, 2026 | Sep 15, 2026 | $100,001 to $250,000 | Subholding of Hern Family Foundation. |
| 35 | Member | F Ford Motor Company Common Stock (F) | Sale | Aug 31, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kevin Hern Traditional IRA. |
| 36 | Joint | GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 SER.2014A | Purchase | Sep 15, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 37 | Joint | HD Home Depot, Inc. (HD) | Sale (partial) | Sep 14, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Hern Family Foundation. |
| 38 | Joint | HD Home Depot, Inc. (HD) | Sale (partial) | Sep 10, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 39 | Joint | HD Home Depot, Inc. (HD) | Sale | Sep 14, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 40 | Joint | HD Home Depot, Inc. (HD) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 41 | Joint | HD Home Depot, Inc. (HD) | Sale (partial) | Aug 31, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 42 | Member | HD Home Depot, Inc. (HD) | Sale | Aug 27, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kevin Hern Traditional IRA. |
| 43 | Joint | HON Honeywell International Inc. (HON) | Sale | Aug 31, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 44 | Joint | ITW Illinois Tool Works Inc. Common Stock (ITW) | Sale | Aug 31, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 45 | Joint | ITW Illinois Tool Works Inc. Common Stock (ITW) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 46 | Joint | ITW Illinois Tool Works Inc. Common Stock (ITW) | Sale (partial) | Sep 4, 2026 | Sep 15, 2026 | $50,001 to $100,000 | Subholding of Hern Family Revocable Trust. |
| 47 | Joint | ITW Illinois Tool Works Inc. Common Stock (ITW) | Sale | Sep 9, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 48 | Dependent child | IQV IQVIA Holdings, Inc. Common Stock (IQV) | Sale | Sep 8, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Gabrielle Ashtyn Hern Trust. |
| 49 | Joint | IQV IQVIA Holdings, Inc. Common Stock (IQV) | Sale | Sep 14, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 50 | Dependent child | IQV IQVIA Holdings, Inc. Common Stock (IQV) | Sale | Sep 3, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kaden Everett Hern Trust. |
| 51 | Joint | JACKSON CNTY OKLA FACS AUTH SALES TAX 02.25000% 10/01/2029 REV BDS COURTHOUSE PROJ SER. 2022 | Purchase | Sep 14, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 52 | Joint | JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2028 | Purchase | Sep 3, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 53 | Joint | JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2030 | Purchase | Sep 3, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 54 | Joint | LIN Linde plc - Ordinary Shares (LIN) | Sale | Sep 2, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 55 | Joint | LIN Linde plc - Ordinary Shares (LIN) | Sale (partial) | Aug 31, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 56 | Joint | LMT Lockheed Martin Corporation Common Stock (LMT) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 57 | Joint | LMT Lockheed Martin Corporation Common Stock (LMT) | Sale | Sep 2, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 58 | Joint | LOW Lowe's Companies, Inc. Common Stock (LOW) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Hern Family Revocable Trust. |
| 59 | Joint | MRSH Marsh Common Stock (MRSH) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Hern Family Revocable Trust. |
| 60 | Joint | MRSH Marsh Common Stock (MRSH) | Sale (partial) | Sep 14, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Hern Family Revocable Trust. |
| 61 | Joint | MRSH Marsh Common Stock (MRSH) | Sale (partial) | Sep 9, 2026 | Sep 15, 2026 | $100,001 to $250,000 | Subholding of Hern Family Revocable Trust. |
| 62 | Joint | MUSKOGEE CNTY OKLA PUB SAFETY AUTH CAP 04.00000% 12/01/2028 IMPT REV BDS SER. 2025 | Purchase | Sep 15, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 63 | Joint | NEE NextEra Energy, Inc. Common Stock (NEE) | Sale (partial) | Sep 14, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 64 | Joint | NEE NextEra Energy, Inc. Common Stock (NEE) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Hern Family Revocable Trust. |
| 65 | Member | NVS Novartis AG Common Stock (NVS) | Sale | Aug 27, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Kevin Hern Traditional IRA. |
| 66 | Member | NVO Novo Nordisk A/S Common Stock (NVO) | Sale (partial) | Aug 31, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kevin Hern Traditional IRA. |
| 67 | Member | NVO Novo Nordisk A/S Common Stock (NVO) | Sale | Sep 10, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kevin Hern Traditional IRA. |
| 68 | Joint | OKLAHOMA CITY OKLA ARPT TRUST JR LIEN 05.00000% 07/01/2034 TAX EXEMPT BDS SER. 33 | Purchase | Sep 4, 2026 | Sep 15, 2026 | $50,001 to $100,000 | Subholding of Hern Family Revocable Trust. |
| 69 | Joint | OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 01/01/2034 REV BDS CAPITOL REPAIR PROJ SER. 2019 C | Purchase | Sep 15, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 70 | Joint | OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D | Purchase | Sep 14, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 71 | Joint | OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D | Purchase | Sep 14, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 72 | Joint | OKE ONEOK, Inc. Common Stock (OKE) | Sale (partial) | Sep 4, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 73 | Joint | OKE ONEOK, Inc. Common Stock (OKE) | Exchange | Sep 11, 2026 | Sep 15, 2026 | $500,001 to $1,000,000 | Subholding of Hern Family Revocable Trust. OKE exchange for CUSIP 30609A109. |
| 74 | Joint | OKE ONEOK, Inc. Common Stock (OKE) | Exchange | Sep 11, 2026 | Sep 15, 2026 | $100,001 to $250,000 | Subholding of Hern Family Foundation. OKE exchange for CUSIP 30609A109. |
| 75 | Joint | OKE ONEOK, Inc. Common Stock (OKE) | Sale (partial) | Aug 31, 2026 | Sep 15, 2026 | $50,001 to $100,000 | Subholding of Hern Family Foundation. |
| 76 | Joint | ORLY O'Reilly Automotive, Inc. - Common Stock (ORLY) | Sale (partial) | Aug 31, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 77 | Joint | ORLY O'Reilly Automotive, Inc. - Common Stock (ORLY) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 78 | Member | PBA Pembina Pipeline Corp. Ordinary Shares (PBA) | Sale | Aug 27, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Kevin Hern Traditional IRA. |
| 79 | Joint | PRGS Progress Software Corporation - Common Stock (PRGS) | Sale | Aug 31, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 80 | Joint | PTC PTC Inc. - Common Stock (PTC) | Sale | Aug 31, 2026 | Sep 15, 2026 | $50,001 to $100,000 | Subholding of Hern Family Foundation. |
| 81 | Joint | PTC PTC Inc. - Common Stock (PTC) | Sale | Sep 9, 2026 | Sep 15, 2026 | $50,001 to $100,000 | Subholding of Hern Family Revocable Trust. |
| 82 | Joint | ROK Rockwell Automation, Inc. Common Stock (ROK) | Sale (partial) | Sep 14, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 83 | Joint | ROK Rockwell Automation, Inc. Common Stock (ROK) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 84 | Joint | ROK Rockwell Automation, Inc. Common Stock (ROK) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 85 | Member | STX Seagate Technology Holdings PLC - Ordinary Shares (STX) | Sale (partial) | Sep 15, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kevin Hern Traditional IRA. |
| 86 | Joint | SBUX Starbucks Corporation - Common Stock (SBUX) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Hern Family Revocable Trust. |
| 87 | Member | STE STERIS plc (STE) | Sale | Sep 15, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Kevin Hern Traditional IRA. |
| 88 | Member | TJX TJX Companies, Inc. (TJX) | Sale | Sep 15, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kevin Hern Traditional IRA. |
| 89 | Joint | TJX TJX Companies, Inc. (TJX) | Sale (partial) | Sep 2, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 90 | Joint | TJX TJX Companies, Inc. (TJX) | Sale (partial) | Aug 31, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 91 | Member | TJX TJX Companies, Inc. (TJX) | Sale (partial) | Aug 27, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kevin Hern Traditional IRA. |
| 92 | Joint | TULSA OKLA MET UTIL AUTH UTIL REV UTIL 03.00000% 04/01/2029 REV BDS SER. A | Purchase | Sep 9, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Revocable Trust. |
| 93 | Joint | UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale | Sep 10, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 94 | Joint | AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) | Sale (partial) | Sep 14, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 95 | Dependent child | AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) | Sale | Sep 3, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Gabrielle Ashtyn Hern Trust. |
| 96 | Joint | AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) | Sale (partial) | Aug 31, 2026 | Sep 15, 2026 | $15,001 to $50,000 | Subholding of Hern Family Foundation. |
| 97 | Dependent child | VUZI Vuzix Corporation (VUZI) | Sale | Sep 3, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Gabrielle Ashtyn Hern Trust. |
| 98 | Dependent child | VUZI Vuzix Corporation (VUZI) | Sale | Sep 3, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kelby Austin Hern Trust. |
| 99 | Member | WMT Walmart Inc. - Common Stock (WMT) | Sale (partial) | Aug 27, 2026 | Sep 15, 2026 | $1,001 to $15,000 | Subholding of Kevin Hern Traditional IRA. |