Official filing metadata
- Filer (as printed)
- Hon. Kevin Hern
- Office (as printed)
- OK01
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 15, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 35
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2166
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 · 35
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 | Adobe Inc. (ADbE) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | — | P | 07/21/2021 | 07/22/2021 | $50,001 - $100,000 | 1.00 | ADBE0.95 | BuyBuy | Joint | Jul 21, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 2 | JT | Alphabet Inc. - Class A (gOOgl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | — | P | 07/30/2021 | 07/31/2021 | $100,001 - $250,000 | 1.00 | GOOGL0.95 | BuyBuy | Joint | Jul 30, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 3 | JT | Amazon.com, Inc. (AMZN) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | AMZN | P | 07/30/2021 | 07/31/2021 | $50,001 - $100,000 | 1.00 | AMZN0.98 | BuyBuy | Joint | Jul 30, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 4 | JT | boston Scientific Corporation (bSX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust | — | P | 07/01/2021 | 07/02/2021 | $100,001 - $250,000 | 1.00 | BSX0.95 | BuyBuy | Joint | Jul 1, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 5 | JT | boston Scientific Corporation (bSX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | — | P | 07/21/2021 | 07/22/2021 | $15,001 - $50,000 | 1.00 | BSX0.95 | BuyBuy | Joint | Jul 21, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 6 | JT | Columbia Diversified Fixed Income Allocation ETF (DIAl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | — | P | 07/07/2021 | 07/08/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jul 7, 2021 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 7 | JT | Danaher Corporation (DHR) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | DHR | P | 07/01/2021 | 07/02/2021 | $50,001 - $100,000 | 1.00 | DHR0.98 | BuyBuy | Joint | Jul 1, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 8 | JT | DexCom, Inc. (DXCM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust | DXCM | P | 07/01/2021 | 07/02/2021 | $100,001 - $250,000 | 1.00 | DXCM0.98 | BuyBuy | Joint | Jul 1, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 9 | JT | Eaton Vance Corporation Eaton Vance Tax-Managed buy-Write Opportunities Fund Common Shares of beneficial Interest (ETV) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust | ETV | P | 07/01/2021 | 07/02/2021 | $15,001 - $50,000 | 1.00 | ETV0.98 | BuyBuy | Joint | Jul 1, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 10 | JT | Emerson Electric Company (EMR) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | EMR | P | 07/01/2021 | 07/02/2021 | $50,001 - $100,000 | 1.00 | EMR0.98 | BuyBuy | Joint | Jul 1, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 11 | JT | Fidelity Dividend ETF for Rising Rates (FDRR) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | FDRR | P | 07/30/2021 | 07/31/2021 | $50,001 - $100,000 | 1.00 | FDRR0.98 | BuyBuy | Joint | Jul 30, 2021 | $50,001 - $100,000mid $75K | Etf | modelled |
| 12 | JT | Fidelity MSCI Health Care Index ETF (FHlC) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | — | P | 07/30/2021 | 07/31/2021 | $50,001 - $100,000 | 1.00 | FHLC0.95 | BuyBuy | Joint | Jul 30, 2021 | $50,001 - $100,000mid $75K | Etf | modelled |
| 13 | JT | Fidelity Quality Factor ETF (FQAl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | — | P | 07/01/2021 | 07/02/2021 | $100,001 - $250,000 | 1.00 | FQAL0.95 | BuyBuy | Joint | Jul 1, 2021 | $100,001 - $250,000mid $175K | Etf | modelled |
| 14 | JT | FS ENERgY & POWER FuND COMMON [PS] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust l OCATION : uS D ESCRIPTION : Dividend Reinvestment | — | P | 07/20/2021 | 07/21/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jul 20, 2021 | $1,001 - $15,000mid $8K | Other | not modelled |
| 15 | JT | Home Depot, Inc. (HD) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | HD | P | 07/01/2021 | 07/02/2021 | $100,001 - $250,000 | 1.00 | HD0.98 | BuyBuy | Joint | Jul 1, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 16 | JT | Illinois Tool Works Inc. (ITW) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust | ITW | P | 07/01/2021 | 07/02/2021 | $50,001 - $100,000 | 1.00 | ITW0.98 | BuyBuy | Joint | Jul 1, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 17 | JT | iShares Core Dividend growth ETF (DgRO) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | — | P | 07/01/2021 | 07/02/2021 | $250,001 - $500,000 | 1.00 | DGRO0.95 | BuyBuy | Joint | Jul 1, 2021 | $250,001 - $500,000mid $375K | Etf | modelled |
| 18 | JT | iShares TIPS bond ETF (TIP) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | TIP | P | 07/08/2021 | 07/09/2021 | $1,001 - $15,000 | 1.00 | TIP0.98 | BuyBuy | Joint | Jul 8, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 19 | JT | iShares TIPS bond ETF (TIP) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | TIP | P | 07/30/2021 | 07/31/2021 | $250,001 - $500,000 | 1.00 | TIP0.98 | BuyBuy | Joint | Jul 30, 2021 | $250,001 - $500,000mid $375K | Etf | modelled |
| 20 | JT | JP Morgan Chase & Co. (JPM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | JPM | P | 07/31/2021 | 08/01/2021 | $1,001 - $15,000 | 1.00 | JPM0.98 | BuyBuy | Joint | Jul 31, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | JP Morgan Chase & Co. (JPM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | JPM | P | 07/01/2021 | 07/02/2021 | $50,001 - $100,000 | 1.00 | JPM0.98 | BuyBuy | Joint | Jul 1, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 22 | JT | JPMorgan Equity Premium Income ETF (JEPI) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | JEPI | P | 07/30/2021 | 07/31/2021 | $100,001 - $250,000 | 1.00 | JEPI0.98 | BuyBuy | Joint | Jul 30, 2021 | $100,001 - $250,000mid $175K | Etf | modelled |
| 23 | JT | linde plc Ordinary Share (lIN) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | — | P | 07/01/2021 | 07/02/2021 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Joint | Jul 1, 2021 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 24 | JT | Medtronic plc. Ordinary Shares (MDT) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | MDT | P | 07/01/2021 | 07/02/2021 | $15,001 - $50,000 | 1.00 | MDT0.98 | BuyBuy | Joint | Jul 1, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 25 | JT | Microsoft Corporation (MSFT) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | MSFT | P | 07/21/2021 | 07/22/2021 | $100,001 - $250,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Jul 21, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 26 | JT | NextEra Energy, Inc. (NEE) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | NEE | P | 07/30/2021 | 07/31/2021 | $50,001 - $100,000 | 1.00 | NEE0.98 | BuyBuy | Joint | Jul 30, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 27 | JT | NlAND REAl ESTATE INCOME TR I COM [PS] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust l OCATION : uS D ESCRIPTION : Dividend Reinvestment | — | P | 07/26/2021 | 07/27/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jul 26, 2021 | $1,001 - $15,000mid $8K | Other | not modelled |
| 28 | JT | Pioneer Natural Resources Company (PXD) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | PXD | P | 07/14/2021 | 07/15/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jul 14, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 29 | JT | PTC Inc. (PTC) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | PTC | P | 07/21/2021 | 07/22/2021 | $15,001 - $50,000 | 1.00 | PTC0.98 | BuyBuy | Joint | Jul 21, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | JT | Rockwell Automation, Inc. (ROK) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | ROK | P | 07/21/2021 | 07/22/2021 | $50,001 - $100,000 | 1.00 | ROK0.98 | BuyBuy | Joint | Jul 21, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 31 | JT | SPDR S&P 500 (SPY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | SPY | P | 07/30/2021 | 07/31/2021 | $500,001 - $1,000,000 | 1.00 | SPY0.98 | BuyBuy | Joint | Jul 30, 2021 | $500,001 - $1,000,000mid $750K | Etf | modelled |
| 32 | JT | T. Rowe Price group, Inc. (TROW) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | TROW | P | 07/07/2021 | 07/08/2021 | $1,001 - $15,000 | 1.00 | TROW0.98 | BuyBuy | Joint | Jul 7, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Texas Instruments Incorporated (TXN) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | TXN | P | 07/21/2021 | 07/22/2021 | $100,001 - $250,000 | 1.00 | TXN0.98 | BuyBuy | Joint | Jul 21, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 34 | JT | Thermo Fisher Scientific Inc (TMO) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | TMO | P | 07/21/2021 | 07/22/2021 | $50,001 - $100,000 | 1.00 | TMO0.98 | BuyBuy | Joint | Jul 21, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 35 | JT | Vuzix Corporation (VuZI) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust | — | P | 07/01/2021 | 07/02/2021 | $50,001 - $100,000 | 1.00 | VUZI0.95 | BuyBuy | Joint | Jul 1, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |