Official filing metadata
- Filer (as printed)
- Hon. Kevin Hern
- Office (as printed)
- OK01
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 7, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 31
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2168
row 14: 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 · 31
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 | ACN | P | 09/23/2021 | 09/24/2021 | $100,001 - $250,000 | 1.00 | ACN0.98 | BuyBuy | Joint | Sep 23, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 2 | JT | Cadence Design Systems, Inc. (CDNS) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | CDNS | P | 09/02/2021 | 09/03/2021 | $15,001 - $50,000 | 1.00 | CDNS0.98 | BuyBuy | Joint | Sep 2, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 3 | 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 | 09/07/2021 | 09/08/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Sep 7, 2021 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 4 | JT | Devon Energy Corporation (DVN) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation D ESCRIPTION : Dividend Reinvestment | DVN | P | 09/30/2021 | 10/01/2021 | $1,001 - $15,000 | 1.00 | DVN0.98 | BuyBuy | Joint | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Devon Energy Corporation (DVN) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | DVN | P | 09/30/2021 | 10/01/2021 | $1,001 - $15,000 | 1.00 | DVN0.98 | BuyBuy | Joint | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Emerson Electric Company (EMR) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | EMR | P | 09/10/2021 | 09/13/2021 | $1,001 - $15,000 | 1.00 | EMR0.98 | BuyBuy | Joint | Sep 10, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | 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 | 09/02/2021 | 09/03/2021 | $1,001 - $15,000 | 1.00 | XOM0.98 | BuyBuy | Joint | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Home Depot, Inc. (HD) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | HD | P | 09/16/2021 | 09/17/2021 | $1,001 - $15,000 | 1.00 | HD0.98 | BuyBuy | Joint | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Honeywell International Inc. (HON) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | HON | P | 09/03/2021 | 09/06/2021 | $1,001 - $15,000 | 1.00 | HON0.98 | BuyBuy | Joint | Sep 3, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | ICON plc - Ordinary Shares (IClR) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | — | P | 09/02/2021 | 09/03/2021 | $15,001 - $50,000 | 1.00 | ICLR0.95 | BuyBuy | Joint | Sep 2, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 11 | JT | Intel Corporation (INTC) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | INTC | P | 09/02/2021 | 09/03/2021 | $50,001 - $100,000 | 1.00 | INTC0.98 | BuyBuy | Joint | Sep 2, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 12 | JT | IQVIA Holdings, Inc. (IQV) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | IQV | P | 09/02/2021 | 09/03/2021 | $15,001 - $50,000 | 1.00 | IQV0.98 | BuyBuy | Joint | Sep 2, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 13 | JT | iShares Core Dividend growth ETF (DgRO) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation D ESCRIPTION : Dividend Reinvestment | — | P | 09/30/2021 | 10/01/2021 | $1,001 - $15,000 | 1.00 | DGRO0.95 | BuyBuy | Joint | Sep 30, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 14 | JT | iShares Core Dividend growth ETF (DgRO) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | — | P | 09/30/2021 | 10/01/2021 | $1,001 - $15,000 | 0.70 | DGRO0.95 | BuyBuy | Joint | Sep 30, 2021 | $1,001 - $15,000mid $8K | Etf | Reviewmodelled |
| 15 | JT | iShares TIPS bond ETF (TIP) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation D ESCRIPTION : Dividend Reinvestment | TIP | P | 09/08/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | TIP0.98 | BuyBuy | Joint | Sep 8, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 16 | 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 | 09/08/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | TIP0.98 | BuyBuy | Joint | Sep 8, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 17 | JT | Johnson & Johnson (JNJ) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | JNJ | P | 09/02/2021 | 09/03/2021 | $50,001 - $100,000 | 1.00 | JNJ0.98 | BuyBuy | Joint | Sep 2, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 18 | JT | Johnson & Johnson (JNJ) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | JNJ | P | 09/07/2021 | 09/08/2021 | $1,001 - $15,000 | 1.00 | JNJ0.98 | BuyBuy | Joint | Sep 7, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Medtronic plc. Ordinary Shares (MDT) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust | MDT | P | 09/23/2021 | 09/24/2021 | $100,001 - $250,000 | 1.00 | MDT0.98 | BuyBuy | Joint | Sep 23, 2021 | $100,001 - $250,000mid $175K | Stock | modelled |
| 20 | 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 | 09/09/2021 | 09/10/2021 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Sep 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | NextEra Energy, Inc. (NEE) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | NEE | P | 09/15/2021 | 09/16/2021 | $1,001 - $15,000 | 1.00 | NEE0.98 | BuyBuy | Joint | Sep 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | 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 | 09/17/2021 | 09/20/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Sep 17, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 23 | JT | Progress Software Corporation (PRgS) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | — | P | 09/02/2021 | 09/03/2021 | $15,001 - $50,000 | 1.00 | PRGS0.95 | BuyBuy | Joint | Sep 2, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 24 | JT | Progress Software Corporation (PRgS) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | — | P | 09/02/2021 | 09/03/2021 | $1,001 - $15,000 | 1.00 | PRGS0.95 | BuyBuy | Joint | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Raytheon Technologies Corporation (RTX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | RTX | P | 09/02/2021 | 09/03/2021 | $50,001 - $100,000 | 1.00 | RTX0.98 | BuyBuy | Joint | Sep 2, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 26 | JT | Raytheon Technologies Corporation (RTX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust | RTX | P | 09/23/2021 | 09/24/2021 | $250,001 - $500,000 | 1.00 | RTX0.98 | BuyBuy | Joint | Sep 23, 2021 | $250,001 - $500,000mid $375K | Stock | modelled |
| 27 | JT | Rockwell Automation, Inc. (ROK) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | ROK | P | 09/10/2021 | 09/13/2021 | $1,001 - $15,000 | 1.00 | ROK0.98 | BuyBuy | Joint | Sep 10, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | SPDR S&P 500 (SPY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation D ESCRIPTION : Trailing Stop loss triggered sale of this position | SPY | S | 09/20/2021 | 09/21/2021 | $500,001 - $1,000,000 | 1.00 | SPY0.98 | SellSell | Joint | Sep 20, 2021 | $500,001 - $1,000,000mid $750K | Etf | modelled |
| 29 | JT | unitedHealth group Incorporated Common Stock (uNH) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Foundation | — | P | 09/02/2021 | 09/03/2021 | $50,001 - $100,000 | 1.00 | UNH0.95 | BuyBuy | Joint | Sep 2, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 30 | JT | unitedHealth group Incorporated Common Stock (uNH) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust | — | P | 09/23/2021 | 09/23/2021 | $250,001 - $500,000 | 1.00 | UNH0.95 | BuyBuy | Joint | Sep 23, 2021 | $250,001 - $500,000mid $375K | Stock | modelled |
| 31 | JT | Williams Companies, Inc. (WMb) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment | — | P | 09/27/2021 | 09/28/2021 | $1,001 - $15,000 | 1.00 | WMB0.95 | BuyBuy | Joint | Sep 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |