Official filing metadata
- Filer (as printed)
- Hon. Kevin Hern
- Office (as printed)
- OK01
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 20, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 17
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1433
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 17
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | JT | AST ACADEMIC STRATEgIES ASSET AllOC PORT [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Prudential Premier Retirement B Series D ESCRIPTION : surrender Prudential VA and 1035 exchange to Jackson VA | — | E | 06/09/2020 | 06/10/2020 | $250,001 - $500,000 | 1.00 | —0.00 | ExchangeExchange | Joint | Jun 9, 2020 | $250,001 - $500,000mid $375K | Other | not modelled |
| 2 | JT | AST BlACKROCK glOBAl STRATEgIES PORT [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Prudential Premier Retirement B Series D ESCRIPTION : Surrender of Prudential VA and 1035 Exchange into Jackson National VA | — | E | 06/09/2020 | 06/10/2020 | $250,001 - $500,000 | 1.00 | —0.00 | ExchangeExchange | Joint | Jun 9, 2020 | $250,001 - $500,000mid $375K | Other | not modelled |
| 3 | JT | AST gOlDMAN SACHS MulTI- ASSET [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Prudential Premier Retirement B Series D ESCRIPTION : Surrender of Prudential VA and 1035 exchange into Jackson National VA | — | E | 06/09/2020 | 06/10/2020 | $250,001 - $500,000 | 1.00 | —0.90 | ExchangeExchange | Joint | Jun 9, 2020 | $250,001 - $500,000mid $375K | Other | Reviewnot modelled |
| 4 | JT | AST PRuDENTIAl gROWTH AllOCATION [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Prudential Premier Retirement B Series D ESCRIPTION : Surrender Prudential VA and 1035 exchange into Jackson National VA | — | E | 06/09/2020 | 06/10/2020 | $250,001 - $500,000 | 1.00 | —0.00 | ExchangeExchange | Joint | Jun 9, 2020 | $250,001 - $500,000mid $375K | Other | not modelled |
| 5 | JT | Exxon Mobil Corporation (XOM) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | XOM | P | 06/10/2020 | 06/11/2020 | $1,001 - $15,000 | 1.00 | XOM0.98 | BuyBuy | Joint | Jun 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | JNl ISHARES TACTICAl gROWTH [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Jackson National EA D ESCRIPTION : From Prudential 1035 exchange | — | P | 06/11/2020 | 06/12/2020 | $100,001 - $250,000 | 1.00 | —0.00 | BuyBuy | Joint | Jun 11, 2020 | $100,001 - $250,000mid $175K | Etf | not modelled |
| 7 | JT | JNl/FIRST STATE glOBAl INFRASTRuCTuRE [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Jackson National EA D ESCRIPTION : From Prudential 1035 exchange | — | P | 06/11/2020 | 06/12/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Joint | Jun 11, 2020 | $50,001 - $100,000mid $75K | Other | not modelled |
| 8 | JT | JNl/FRANKlIN TEMP glBlMulTIBOND [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Jackson National EA D ESCRIPTION : From Prudential 1035 exchange | — | P | 06/11/2020 | 06/12/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Joint | Jun 11, 2020 | $50,001 - $100,000mid $75K | Other | not modelled |
| 9 | JT | JNl/gS DIVIDEND INC & gR [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Jackson National EA D ESCRIPTION : From Prudential 1035 exchange | — | P | 06/11/2020 | 06/12/2020 | $100,001 - $250,000 | 1.00 | —0.00 | BuyBuy | Joint | Jun 11, 2020 | $100,001 - $250,000mid $175K | Other | not modelled |
| 10 | JT | JNl/JPMORgAN HEDgED EQuITY [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Jackson National EA D ESCRIPTION : From Prudential 1035 exchange | — | P | 06/11/2020 | 06/12/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Joint | Jun 11, 2020 | $50,001 - $100,000mid $75K | Other | not modelled |
| 11 | JT | JNl/MC INFO TECH SECTOR [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Jackson National EA D ESCRIPTION : From Prudential 1035 exchange | — | P | 06/11/2020 | 06/12/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Joint | Jun 11, 2020 | $50,001 - $100,000mid $75K | Other | not modelled |
| 12 | JT | JNl/MEllON EQuITY INCOME [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Jackson National EA D ESCRIPTION : From Prudential 1035 exchange | — | P | 06/11/2020 | 06/12/2020 | $100,001 - $250,000 | 1.00 | —0.00 | BuyBuy | Joint | Jun 11, 2020 | $100,001 - $250,000mid $175K | Other | not modelled |
| 13 | JT | JNl/MEllON NASDAQ 100 INDEX [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Jackson National EA D ESCRIPTION : From Prudential 1035 exchange | — | P | 06/11/2020 | 06/12/2020 | $100,001 - $250,000 | 1.00 | —0.00 | BuyBuy | Joint | Jun 11, 2020 | $100,001 - $250,000mid $175K | Other | not modelled |
| 14 | JT | JNl/MEllON S&P 400 MIDCAP INDEX [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Jackson National EA D ESCRIPTION : From Prudential 1035 exchange | — | P | 06/11/2020 | 06/12/2020 | $100,001 - $250,000 | 1.00 | —0.00 | BuyBuy | Joint | Jun 11, 2020 | $100,001 - $250,000mid $175K | Other | not modelled |
| 15 | JT | JNl/PIMCO INVESTMENT gRADE CREDIT BOND [VA] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Jackson National EA D ESCRIPTION : From Prudential 1035 exchange | — | P | 06/11/2020 | 06/12/2020 | $50,001 - $100,000 | 1.00 | —0.85 | BuyBuy | Joint | Jun 11, 2020 | $50,001 - $100,000mid $75K | Other | Reviewnot modelled |
| 16 | JT | Microsoft Corporation (MSFT) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | MSFT | P | 06/11/2020 | 06/12/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Jun 11, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Williams Companies, Inc. (WMB) [ST] other: F IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | WMB | P | 06/29/2020 | 06/30/2020 | $1,001 - $15,000 | 1.00 | WMB0.98 | BuyBuy | Joint | Jun 29, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |