Official filing metadata
- Filer (as printed)
- Hon. Kevin Hern
- Office (as printed)
- OK01
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 14, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 48
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3389
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 · 48
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] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | ACN | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | ACN0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Adobe Inc. (ADBE) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | ADBE | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | ADBE0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Amazon.com, Inc. (AMZN) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | AMZN | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | AMZN0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | American Tower Corporation (AMT) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | AMT | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | AMT0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | BlackRock, Inc. (BLK) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | BLK | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | BLK0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Boeing Company (BA) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | BA | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | BA0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Chubb Limited (CB) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | CB | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | CB0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Coca-Cola Company (KO) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | KO | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | KO0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Comcast Corporation - Class A (CMCSA) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | CMCSA | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | CMCSA0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Costco Wholesale Corporation (COST) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | COST | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | COST0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Danaher Corporation (DHR) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | DHR | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | DHR0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Dollar General Corporation (DG) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | DG | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | DG0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Ecolab Inc. (ECL) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | ECL | S | 01/31/2023 | 01/31/2023 | $1,001 - $15,000 | 1.00 | ECL0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Exact Sciences Corporation (EXAS) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | EXAS | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | JT | FEDERAL FARM CREDIT 11/18/2024 [GS] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Buy open | — | P | 01/30/2023 | 01/31/2023 | $100,001 - $250,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 30, 2023 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 16 | JT | FEDL HOME LN MTG CRP 11/6/2023 [GS] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Buy Open | — | P | 01/30/2023 | 01/31/2023 | $100,001 - $250,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 30, 2023 | $100,001 - $250,000mid $175K | Bond | not modelled |
| 17 | JT | FS Energy & Power Fund Common [PS] filing_status: New | subholding_of: Hern Family Revocable Trust > Brokerage Investment Account | location: US | description: Dividend Reinvestment | — | P | 01/17/2023 | 01/18/2023 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 17, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 18 | JT | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | HD | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | HD0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Honeywell International Inc. (HON) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | HON | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | HON0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | ICON plc - Ordinary Shares (ICLR) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | ICLR | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | ICLR0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Inland Real Estate Income Trust [PS] filing_status: New | subholding_of: Hern Family Revocable Trust > Brokerage Investment Account | location: US | description: Dividend Reinvestment | — | P | 01/09/2023 | 01/10/2023 | $1,001 - $15,000 | 1.00 | INRE0.95 | BuyBuy | Joint | Jan 9, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 22 | JT | Intel Corporation (INTC) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | INTC | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | INTC0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Intercontinental Exchange Inc. (ICE) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | ICE | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | ICE0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Johnson & Johnson (JNJ) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | JNJ | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | JNJ0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | JP Morgan Chase & Co. (JPM) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | JPM | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | JPM0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | JP Morgan Chase & Co. (JPM) [ST] filing_status: New | subholding_of: Hern Family Revocable Trust > Brokerage Investment Account | description: Dividend Reinvestment | JPM | P | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | JPM0.98 | BuyBuy | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Linde plc Ordinary Share (LIN) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | LIN | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | LIN0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Lockheed Martin Corporation (LMT) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | LMT | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | LMT0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Lowe's Companies, Inc. (LOW) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | LOW | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | LOW0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Medtronic plc. Ordinary Shares (MDT) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | MDT | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | MDT0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | MSFT | S | 01/31/2023 | 02/01/2023 | $15,001 - $50,000 | 1.00 | MSFT0.98 | SellSell | Joint | Jan 31, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 32 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Hern Family Revocable Trust > Brokerage Investment Account | description: Sell Close | MSFT | S | 01/04/2023 | 01/05/2023 | $1,000,001 - $5,000,000 | 1.00 | MSFT0.98 | SellSell | Joint | Jan 4, 2023 | $1,000,001 - $5,000,000mid $3M | Stock | modelled |
| 33 | JT | Mondelez International, Inc. - Class A (MDLZ) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | MDLZ | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | MDLZ0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | NextEra Energy, Inc. (NEE) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | NEE | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | NEE0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Novartis AG (NVS) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | NVS | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | NVS0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | O'Reilly Automotive, Inc. (ORLY) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | ORLY | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | ORLY0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Parker-Hannifin Corporation (PH) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | PH | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | PH0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Phillips 66 (PSX) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | PSX | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | PSX0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | PG | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | PG0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Raytheon Technologies Corporation (RTX) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | RTX | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | RTX0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Republic Services, Inc. (RSG) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | RSG | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | RSG0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | Rockwell Automation, Inc. (ROK) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | ROK | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | ROK0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | Salesforce, Inc. (CRM) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | CRM | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | CRM0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Texas Instruments Incorporated (TXN) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | TXN | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | TXN0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Thermo Fisher Scientific Inc (TMO) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | TMO | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | TMO0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | TJX Companies, Inc. (TJX) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | TJX | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | TJX0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | UNITED STATES TREAS BILLS 7/20/2023 [GS] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Buy Open | — | P | 01/30/2023 | 01/31/2023 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 30, 2023 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 48 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Kevin Hern Insurance Trust | description: Sell to close. | V | S | 01/31/2023 | 02/01/2023 | $1,001 - $15,000 | 1.00 | V0.98 | SellSell | Joint | Jan 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |