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Financial disclosures · Stock trades

Kevin Hern

Periodic transaction report filed October 13, 2026, OK01. Member page · The Clerk's PDF (document 20035588)

24
Transactions
from a 4-page report
5
Purchases
19
Sales
full and partial
0
Reported late
past the 30-day or 45-day deadline

Transactions as filed

in the order they appear on the form
#OwnerAssetTypeTrade dateNotifiedAmountNotes
1 Joint CVX Chevron Corporation Common Stock (CVX) (Stock) Sale (partial) Sep 23, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Foundation.
2 Joint CB Chubb Limited Common Stock (CB) (Stock) Sale Sep 23, 2026 Oct 2, 2026 $1,001 to $15,000 Subholding of Hern Family Foundation.
3 Joint DVN Devon Energy Corporation Common Stock (DVN) (Stock) Sale Sep 23, 2026 Oct 2, 2026 $50,001 to $100,000 Subholding of Hern Family Foundation.
4 Joint DVN Devon Energy Corporation Common Stock (DVN) (Stock) Sale (partial) Sep 23, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Revocable Trust.
5 Joint EMR Emerson Electric Company Common Stock (EMR) (Stock) Sale (partial) Sep 17, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Foundation.
6 Joint GRADY CNTY OKLA SCH FIN AUH EDL FACS 5.000% MAT 9/1/2033 (Government security) Purchase Sep 18, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Revocable Trust.
7 Joint HD Home Depot, Inc. (HD) (Stock) Sale Sep 23, 2026 Oct 2, 2026 $1,001 to $15,000 Subholding of Hern Family Foundation.
8 Joint LIN Linde plc - Ordinary Shares (LIN) (Stock) Sale (partial) Sep 17, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Revocable Trust.
9 Joint LMT Lockheed Martin Corporation Common Stock (LMT) (Stock) Sale (partial) Sep 17, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Revocable Trust.
10 Joint LMT Lockheed Martin Corporation Common Stock (LMT) (Stock) Sale (partial) Sep 17, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Foundation.
11 Joint LMT Lockheed Martin Corporation Common Stock (LMT) (Stock) Sale (partial) Sep 23, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Revocable Trust.
12 Joint LMT Lockheed Martin Corporation Common Stock (LMT) (Stock) Sale Sep 23, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Foundation.
13 Joint LOW Lowe's Companies, Inc. Common Stock (LOW) (Stock) Sale (partial) Sep 17, 2026 Oct 2, 2026 $1,001 to $15,000 Subholding of Hern Family Revocable Trust.
14 Joint MRSH Marsh Common Stock (MRSH) (Stock) Sale (partial) Sep 17, 2026 Oct 2, 2026 $50,001 to $100,000 Subholding of Hern Family Revocable Trust.
15 Joint MRSH Marsh Common Stock (MRSH) (Stock) Sale Sep 23, 2026 Oct 2, 2026 $50,001 to $100,000 Subholding of Hern Family Revocable Trust.
16 Joint MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027 (Government security) Purchase Sep 18, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Revocable Trust.
17 Joint NEE NextEra Energy, Inc. Common Stock (NEE) (Stock) Sale Oct 2, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Foundation.
18 Joint OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033 (Government security) Purchase Sep 21, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Revocable Trust.
19 Joint PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028 (Government security) Purchase Sep 21, 2026 Oct 2, 2026 $50,001 to $100,000 Subholding of Hern Family Revocable Trust.
20 Joint ROK Rockwell Automation, Inc. Common Stock (ROK) (Stock) Sale (partial) Sep 17, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Foundation.
21 Joint SBUX Starbucks Corporation - Common Stock (SBUX) (Stock) Sale Sep 23, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Revocable Trust.
22 Joint TULSA OKLA MET UTIL AUTH UTIL REV UTIL 3.000% MAT 4/1/2029 (Government security) Purchase Sep 18, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Revocable Trust.
23 Joint UNH UnitedHealth Group Incorporated Common Stock (UNH) (Stock) Sale Sep 23, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Foundation.
24 Joint AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) (Stock) Sale Sep 23, 2026 Oct 2, 2026 $15,001 to $50,000 Subholding of Hern Family Foundation.

Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept. Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave and the Clerk's filing date with the STOCK Act's deadlines (30 days after notification, never more than 45 days after the trade) and is not an ethics finding.

All of Kevin Hern's reported trades Their filings

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