Official filing metadata
- Filer (as printed)
- Hon. Kevin Hern
- Office (as printed)
- OK01
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 16, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 5
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3395
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 · 5
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 | CITIGROUP GLOBAL MKTS HLDGS IN SER A 07/27/2027MTN [CS] filing_status: New | subholding_of: Hern Family Foundation | description: Note was Called by the issuer. | — | S | 07/28/2023 | 07/31/2023 | $250,001 - $500,000 | 1.00 | —0.00 | SellSell | Joint | Jul 28, 2023 | $250,001 - $500,000mid $375K | Bond | not modelled |
| 2 | 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 | 07/17/2023 | 07/18/2023 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jul 17, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 3 | 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 | 07/13/2023 | 07/14/2023 | $1,001 - $15,000 | 1.00 | INRE0.95 | BuyBuy | Joint | Jul 13, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 4 | JT | JP Morgan Chase & Co. (JPM) [ST] filing_status: New | subholding_of: Hern Family Revocable Trust > Brokerage Investment Account | description: Dividend reinvestment | JPM | P | 07/31/2023 | 08/01/2023 | $1,001 - $15,000 | 1.00 | JPM0.98 | BuyBuy | Joint | Jul 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | UNITED STATES TREAS BILLS ZERO CPN 0.00000% 07/20/2023 [GS] filing_status: New | subholding_of: Hern Family Revocable Trust | description: t-bill matured. | — | S | 07/20/2023 | 07/21/2023 | $100,001 - $250,000 | 1.00 | —0.00 | SellSell | Joint | Jul 20, 2023 | $100,001 - $250,000mid $175K | Bond | not modelled |