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Disclosed tradesShowing latest 100 of 505
| Date | Asset | Type | Amount | Filing |
|---|---|---|---|---|
| 2026-10-02 | NEE · NextEra Energy, Inc. Common Stock | Sell | $15k | PTR |
| 2026-09-23 | CB · Chubb Limited Common Stock | Sell | $1k – $15k | PTR |
| 2026-09-23 | DVN · Devon Energy Corporation Common Stock F S: New S O: Hern Family Foundation | Sell | $50k – $100k | PTR |
| 2026-09-23 | HD · Home Depot, Inc. | Sell | $1k – $15k | PTR |
| 2026-09-23 | LMT · Lockheed Martin Corporation Common Stock | Sell | $15k – $50k | PTR |
| 2026-09-23 | MRSH · Marsh Common Stock | Sell | $50k – $100k | PTR |
| 2026-09-23 | SBUX · Starbucks Corporation - Common Stock F S: New S O: Hern Family Revocable Trust | Sell | $15k – $50k | PTR |
| 2026-09-23 | UNH · UnitedHealth Group Incorporated Common Stock F S: New S O: Hern Family Foundation | Sell | $15k – $50k | PTR |
| 2026-09-15 | CNP · CenterPoint Energy, Inc | Sell | $15k – $50k | PTR |
| 2026-09-15 | STE · STERIS plc | Sell | $15k – $50k | PTR |
| 2026-09-15 | TJX · TJX Companies, Inc. | Sell | $1k – $15k | PTR |
| 2026-09-14 | HD · Home Depot, Inc. | Sell | $15k – $50k | PTR |
| 2026-09-14 | IQV · IQVIA Holdings, Inc. Common Stock | Sell | $15k | PTR |
| 2026-09-11 | OKE · ONEOK, Inc. Common Stock | Exchange | $500k | PTR |
| 2026-09-11 | OKE · ONEOK, Inc. Common Stock | Exchange | $100k – $250k | PTR |
| 2026-09-10 | NVO · Novo Nordisk A/S Common Stock | Sell | $1k – $15k | PTR |
| 2026-09-10 | UNH · UnitedHealth Group Incorporated Common Stock F S: New S O: Hern Family Foundation | Sell | $15k – $50k | PTR |
| 2026-09-09 | BSX · Boston Scientific Corporation Common Stock | Sell | $50k – $100k | PTR |
| 2026-09-09 | ITW · Illinois Tool Works Inc. Common Stock F S: New S O: Hern Family Revocable Trust | Sell | $15k – $50k | PTR |
| 2026-09-09 | PTC · PTC Inc. - Common Stock | Sell | $50k – $100k | PTR |
| 2026-09-08 | ETV · Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest F S: New S O: Gabrielle Ashtyn Hern Trust | Sell | $1k – $15k | PTR |
| 2026-09-08 | IQV · IQVIA Holdings, Inc. Common Stock | Sell | $1k – $15k | PTR |
| 2026-09-03 | BSX · Boston Scientific Corporation Common Stock F S: New S O: Gabrielle Ashtyn Hern Trust | Sell | $1k – $15k | PTR |
| 2026-09-03 | IQV · IQVIA Holdings, Inc. Common Stock | Sell | $1k – $15k | PTR |
| 2026-09-03 | AIO · Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest F S: New S O: Gabrielle Ashtyn Hern Trust | Sell | $1k – $15k | PTR |
| 2026-09-03 | VUZI · Vuzix Corporation | Sell | $1k – $15k | PTR |
| 2026-09-02 | LIN · Linde plc - Ordinary Shares | Sell | $15k – $50k | PTR |
| 2026-09-02 | LMT · Lockheed Martin Corporation Common Stock F S: New S O: Hern Family Revocable Trust | Sell | $15k – $50k | PTR |
| 2026-08-31 | BSX · Boston Scientific Corporation Common Stock F S: New S O: Hern Family Foundation | Sell | $15k – $50k | PTR |
| 2026-08-31 | RA · Brookfield Real Assets Income Fund Inc. Common Stock | Sell | $15k – $50k | PTR |
| 2026-08-31 | CB · Chubb Limited Common Stock | Buy | $1k – $15k | PTR |
| 2026-08-31 | KO · Coca-Cola Company | Buy | $1k – $15k | PTR |
| 2026-08-31 | CL · Colgate-Palmolive Company Common Stock F S: New S O: Kevin Hern Traditional IRA | Sell | $1k – $15k | PTR |
| 2026-08-31 | CR · Crane Company Common Stock | Sell | $50k | PTR |
| 2026-08-31 | CXT · Crane NXT, Co. Common Stock | Sell | $15k – $50k | PTR |
| 2026-08-31 | DHR · Danaher Corporation Common Stock | Sell | $15k | PTR |
| 2026-08-31 | DVN · Devon Energy Corporation Common Stock F S: New S O: Kevin Hern Traditional IRA | Sell | $15k – $50k | PTR |
| 2026-08-31 | F · Ford Motor Company Common Stock | Sell | $1k – $15k | PTR |
| 2026-08-31 | HON · Honeywell International Inc. | Sell | $15k | PTR |
| 2026-08-31 | ITW · Illinois Tool Works Inc. Common Stock | Sell | $15k – $50k | PTR |
| 2026-08-31 | PRGS · Progress Software Corporation - Common Stock F S: New S O: Hern Family Foundation | Sell | $15k – $50k | PTR |
| 2026-08-31 | PTC · PTC Inc. - Common Stock | Sell | $50k – $100k | PTR |
| 2026-08-27 | HD · Home Depot, Inc. | Sell | $1k – $15k | PTR |
| 2026-08-27 | NVS · Novartis AG Common Stock | Sell | $15k | PTR |
| 2026-08-27 | PBA · Pembina Pipeline Corp. Ordinary Shares | Sell | $15k – $50k | PTR |
| 2026-08-24 | LOW · Lowe's Companies, Inc. Common Stock | Sell | $1k – $15k | PTR |
| 2026-08-24 | MRSH · Marsh Common Stock | Sell | $1k – $15k | PTR |
| 2026-08-24 | MDT · Medtronic plc. Ordinary Shares | Sell | $15k – $50k | PTR |
| 2026-08-24 | PG · Procter & Gamble Company | Sell | $50k | PTR |
| 2026-08-21 | VLTO · Veralto Corp Common Stock | Sell | $1k – $15k | PTR |
| 2026-08-19 | CL · Colgate-Palmolive Company Common Stock F S: New S O: Hern Family Foundation | Sell | $1k – $15k | PTR |
| 2026-08-19 | HONA · Honeywell Aerospace Inc. - Common Stock | Sell | $15k – $50k | PTR |
| 2026-08-18 | BUD · Anheuser-Busch Inbev SA Sponsored ADR F S: New S O: Kevin Hern Traditional IRA | Sell | $1k – $15k | PTR |
| 2026-08-18 | BIIB · Biogen Inc. - Common Stock | Sell | $1k – $15k | PTR |
| 2026-08-18 | KMB · Kimberly-Clark Corporation - Common Stock F S: New S O: Kevin Hern Traditional IRA | Sell | $1k – $15k | PTR |
| 2026-08-14 | CARR · Carrier Global Corporation Common Stock | Sell | $1k – $15k | PTR |
| 2026-08-13 | BA · Boeing Company | Sell | $1k – $15k | PTR |
| 2026-08-13 | BA · Boeing Company | Sell | $15k – $50k | PTR |
| 2026-08-13 | GAP · Gap, Inc. | Sell | $1k – $15k | PTR |
| 2026-08-13 | HRL · Hormel Foods Corporation Common Stock F S: New S O: Kevin Hern Traditional IRA | Sell | $1k – $15k | PTR |
| 2026-08-13 | WAT · Waters Corporation Common Stock | Sell | $1k – $15k | PTR |
| 2026-08-10 | OTIS · Otis Worldwide Corporation Common Stock F S: New S O: Hern Family Revocable Trust | Sell | $1k – $15k | PTR |
| 2026-08-10 | DIS · Walt Disney Company | Sell | $15k – $50k | PTR |
| 2026-08-05 | CMCSA · Comcast Corporation - Class A Common Stock | Sell | $1k – $15k | PTR |
| 2026-08-05 | DEO · Diageo plc Common Stock | Sell | $1k – $15k | PTR |
| 2026-08-05 | EL · Estee Lauder Companies, Inc. | Sell | $1k – $15k | PTR |
| 2026-08-05 | KVUE · Kenvue Inc. Common Stock | Sell | $1k – $15k | PTR |
| 2026-08-05 | MDLZ · Mondelez International, Inc. - Class A Common Stock | Sell | $1k – $15k | PTR |
| 2026-08-05 | OGN · Organon & Co. Common Stock | Sell | $1k – $15k | PTR |
| 2026-08-05 | VSNT · Versant Media Group, Inc. - Class A Common Stock | Sell | $1k – $15k | PTR |
| 2026-08-05 | ALC · Alcon Inc. Ordinary Shares | Sell | $1k – $15k | PTR |
| 2026-08-05 | PG · Procter & Gamble Company | Sell | $1k – $15k | PTR |
| 2026-08-05 | SOLS · Solstice Advanced Materials Inc. - Common Stock | Sell | $1k – $15k | PTR |
| 2026-07-02 | XOM · Exxon Mobil Corporation Common Stock F S: New S O: Hern Family Revocable Trust > Brokerage Investment Account D: Exxon Mobile began trading as Exxon Mobile Holdings | Exchange | $100k – $250k | PTR |
| 2026-06-29 | HONAV · Honeywell Aerospace Inc. - Common Stock F S: New S O: Hern Family Foundation D: Shares received in spin off from HON | Exchange | $15k – $50k | PTR |
| 2026-05-08 | CTRA · Coterra Energy Inc. Common Stock | Exchange | $15k – $50k | PTR |
| 2026-05-08 | DVN · Devon Energy Corporation Common Stock F S: New S O: Kevin Hern Traditional IRA D: Coterra merged into Devon | Exchange | $15k – $50k | PTR |
| 2026-03-24 | EXAS · Exact Sciences Corporation - Common Stock | Sell | $1k – $15k | — |
| 2026-03-18 | SMA · SmartStop Self Storage REIT, Inc. Common Stock | Sell | $500k – $1.0M | — |
| 2026-03-18 | TXN · Texas Instruments Incorporated - Common Stock | Sell | $500k – $1.0M | — |
| 2026-03-17 | BDX · Becton, Dickinson and Company Common Stock | Sell | $15k – $50k | — |
| 2026-03-17 | CTSH · Cognizant Technology Solutions Corporation - Class A Common Stock | Sell | $15k – $50k | — |
| 2026-03-17 | IVZ · Invesco Ltd Common Stock | Sell | $15k – $50k | — |
| 2026-03-17 | KVUE · Kenvue Inc. Common Stock | Sell | $15k – $50k | — |
| 2026-03-16 | PRGS · Progress Software Corporation - Common Stock | Sell | $50k – $100k | — |
| 2026-02-09 | WAT · Waters Corporation Common Stock | Exchange | $1k – $15k | — |
| 2025-12-23 | UNH · UnitedHealth Group Incorporated Common Stock F S: New S O: Hern Family Revocable Trust D: sell to close | Sell | $250k – $500k | — |
| 2025-10-23 | MCD · McDonald's Corporation Common Stock | Sell | $1k – $15k | — |
| 2025-09-26 | MASI · Masimo Corporation - Common Stock | Sell | $15k | — |
| 2024-12-31 | DXCM · DexCom, Inc. - Common Stock | Sell | $50k – $100k | — |
| 2024-12-31 | INTC · Intel Corporation - Common Stock | Sell | $50k – $100k | — |
| 2024-12-10 | XOM · Exxon Mobil Corporation Common Stock | Buy | $1k – $15k | — |
| 2024-10-29 | MCD · McDonald's Corporation Common Stock F S: New S O: Hern Family Revocable Trust > Brokerage Investment Account | Buy | $100k – $250k | — |
| 2024-07-08 | CB · Chubb Limited Common Stock | Buy | $1k – $15k | — |
| 2024-06-28 | DVN · Devon Energy Corporation Common Stock | Buy | $1k – $15k | — |
| 2024-06-24 | WMB · Williams Companies, Inc. | Buy | $1k – $15k | — |
| 2024-06-21 | LIN · Linde plc - Ordinary Shares | Buy | $1k – $15k | — |
| 2024-06-17 | NEE · NextEra Energy, Inc. Common Stock | Buy | $1k – $15k | — |
| 2024-06-13 | HD · Home Depot, Inc. | Buy | $1k – $15k | — |
| 2024-06-13 | RTX · RTX Corporation Common Stock | Buy | $1k – $15k | — |
Trades sourced from public US House & Senate periodic transaction reports (PTRs). Disclosures lag the trades they describe; amounts are disclosed as ranges. Educational only — not investment advice. Methodology: how we collect this.