Official filing metadata
- Filer (as printed)
- Hon. Kevin Hern
- Office (as printed)
- OK01
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 15, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 37
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2163
row 21: stray text in ['cap']: gfedc
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 · 37
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 | Accenture plc Class A Ordinary Shares (ACN) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Buy | ACN | P | 05/14/2021 | 05/15/2021 | $1,001 - $15,000 | 1.00 | ACN0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | DC | AdaptHealth Corp. - Class A (AHCO) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Kelby Austin Hern Trust D ESCRIPTION : Buy | AHCO | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | AHCO0.98 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | DC | AdaptHealth Corp. - Class A (AHCO) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Kaden Everett Hern Trust D ESCRIPTION : buy | AHCO | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | AHCO0.98 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | DC | AdaptHealth Corp. - Class A (AHCO) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Gabrielle Ashtyn Hern Trust D ESCRIPTION : buy | AHCO | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | AHCO0.98 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Adobe Inc. (ADBE) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : buy | ADBE | P | 05/20/2021 | 05/21/2021 | $250,001 - $500,000 | 1.00 | ADBE0.98 | BuyBuy | Joint | May 20, 2021 | $250,001 - $500,000mid $375K | Stock | modelled |
| 6 | DC | Boston Scientific Corporation (BSX) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Kelby Austin Hern Trust D ESCRIPTION : buy open | BSX | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | BSX0.98 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | Boston Scientific Corporation (BSX) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Kaden Everett Hern Trust D ESCRIPTION : buy open | BSX | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | BSX0.98 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | DC | Boston Scientific Corporation (BSX) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Gabrielle Ashtyn Hern Trust D ESCRIPTION : Buy open | BSX | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | BSX0.98 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Cadence Design Systems, Inc. (CDNS) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : buy | CDNS | P | 05/26/2021 | 05/27/2021 | $100,001 - $250,000 | 1.00 | CDNS0.98 | BuyBuy | Joint | May 26, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 10 | DC | CareCloud, Inc. (MTBC) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Kelby Austin Hern Trust D ESCRIPTION : buy | MTBC | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | CCLD0.95 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 11 | DC | CareCloud, Inc. (MTBC) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Kaden Everett Hern Trust D ESCRIPTION : buy | MTBC | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | CCLD0.95 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 12 | DC | CareCloud, Inc. (MTBC) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Gabrielle Ashtyn Hern Roth IRA D ESCRIPTION : buy | MTBC | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | CCLD0.95 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 13 | JT | CareCloud, Inc. (MTBC) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : buy | MTBC | P | 05/20/2021 | 05/21/2021 | $15,001 - $50,000 | 1.00 | CCLD0.95 | BuyBuy | Joint | May 20, 2021 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 14 | JT | Emerson Electric Company (EMR) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Buy | EMR | P | 05/18/2021 | 05/19/2021 | $250,001 - $500,000 | 1.00 | EMR0.98 | BuyBuy | Joint | May 18, 2021 | $250,001 - $500,000mid $375K | Stock | modelled |
| 15 | DC | Exact Sciences Corporation (EXAS) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Kelby Austin Hern Trust D ESCRIPTION : buy | EXAS | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | DC | Exact Sciences Corporation (EXAS) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Kaden Everett Hern Trust D ESCRIPTION : buy | EXAS | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | DC | Exact Sciences Corporation (EXAS) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Gabrielle Ashtyn Hern Roth IRA D ESCRIPTION : buy | EXAS | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 18 | JT | Exact Sciences Corporation (EXAS) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Buy | EXAS | P | 05/20/2021 | 05/21/2021 | $50,001 - $100,000 | 1.00 | —0.60 | BuyBuy | Joint | May 20, 2021 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 19 | JT | Freeport-McMoRan, Inc. (FCX) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : buy | FCX | P | 05/18/2021 | 05/19/2021 | $100,001 - $250,000 | 1.00 | FCX0.98 | BuyBuy | Joint | May 18, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 20 | JT | Honeywell International Inc. (HON) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : buy | HON | P | 05/18/2021 | 05/19/2021 | $250,001 - $500,000 | 1.00 | HON0.98 | BuyBuy | Joint | May 18, 2021 | $250,001 - $500,000mid $375K | Stock | modelled |
| 21 | JT | ICON plc - Ordinary Shares (ICLR) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Buy | ICLR | P | 05/18/2021 | 05/19/2021 | $100,001 - $250,000 | 0.70 | ICLR0.98 | BuyBuy | Joint | May 18, 2021 | $100,001 - $250,000mid $175K | Stock | Reviewmodelled |
| 22 | JT | IQVIA Holdings, Inc. (IQV) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Buy | IQV | P | 05/18/2021 | 05/19/2021 | $100,001 - $250,000 | 1.00 | IQV0.98 | BuyBuy | Joint | May 18, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 23 | DC | IQVIA Holdings, Inc. (IQV) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Kelby Austin Hern Trust D ESCRIPTION : Buy | IQV | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | IQV0.98 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | DC | IQVIA Holdings, Inc. (IQV) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Kaden Everett Hern Trust D ESCRIPTION : Buy | IQV | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | IQV0.98 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | DC | IQVIA Holdings, Inc. (IQV) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Gabrielle Ashtyn Hern Trust D ESCRIPTION : Buy | IQV | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | IQV0.98 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Magellan Midstream Partners L.P. Limited Partnership (MMP) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Reinvest ROC | MMP | P | 05/14/2021 | 05/15/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | JT | NextEra Energy, Inc. (NEE) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Buy | NEE | P | 05/18/2021 | 05/19/2021 | $250,001 - $500,000 | 1.00 | NEE0.98 | BuyBuy | Joint | May 18, 2021 | $250,001 - $500,000mid $375K | Stock | modelled |
| 28 | JT | ONEOK, Inc. (OKE) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : reinvested dividends | OKE | P | 05/26/2021 | 05/27/2021 | $1,001 - $15,000 | 1.00 | OKE0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | O'Reilly Automotive, Inc. (ORLY) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Buy | ORLY | P | 05/18/2021 | 05/19/2021 | $100,001 - $250,000 | 1.00 | ORLY0.98 | BuyBuy | Joint | May 18, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 30 | JT | Progress Software Corporation (PRGS) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Buy | PRGS | P | 05/26/2021 | 05/27/2021 | $50,001 - $100,000 | 1.00 | PRGS0.98 | BuyBuy | Joint | May 26, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 31 | JT | PTC Inc. (PTC) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Buy | PTC | P | 05/26/2021 | 05/27/2021 | $50,001 - $100,000 | 1.00 | PTC0.98 | BuyBuy | Joint | May 26, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 32 | JT | Rockwell Automation, Inc. (ROK) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : buy | ROK | P | 05/18/2021 | 05/19/2021 | $250,001 - $500,000 | 1.00 | ROK0.98 | BuyBuy | Joint | May 18, 2021 | $250,001 - $500,000mid $375K | Stock | modelled |
| 33 | JT | Texas Instruments Incorporated (TXN) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Dividend Reinvestment | TXN | P | 05/17/2021 | 05/18/2021 | $1,001 - $15,000 | 1.00 | TXN0.98 | BuyBuy | Joint | May 17, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Vuzix Corporation (VUZI) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Buy | VUZI | P | 05/18/2021 | 05/19/2021 | $15,001 - $50,000 | 1.00 | VUZI0.98 | BuyBuy | Joint | May 18, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 35 | DC | Vuzix Corporation (VUZI) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Kelby Austin Hern Trust D ESCRIPTION : Buy | VUZI | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | VUZI0.98 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | DC | Vuzix Corporation (VUZI) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Kaden Everett Hern Trust D ESCRIPTION : Buy | VUZI | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | VUZI0.98 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | DC | Vuzix Corporation (VUZI) [ST] other: F ILING S TATUS : New S UBHOLDING O F : Gabrielle Ashtyn Hern Trust D ESCRIPTION : Buy | VUZI | P | 05/20/2021 | 05/21/2021 | $1,001 - $15,000 | 1.00 | VUZI0.98 | BuyBuy | Dependent | May 20, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |