Kevin Hern (OK01)
Every trade Kevin Hern reported in a Periodic Transaction Report to the House Clerk in the reports read here, newest first. Amounts are bands; totals are estimates from their midpoints.
Trades
224
in 89 stocks
Bought
~$9.42M
35 purchases
Sold
~$16.64M
179 sales
Latest
2026-10-02
trade date
Trades
| Asset | Trade | Amount | Traded | Filed | Source |
|---|---|---|---|---|---|
| NEENextEra Energy, Inc. Common Stock | Sale Joint | $15K–$50K | 2026-10-02 | 2026-10-13 | Report |
| CVXChevron Corporation Common Stock | Partial sale Joint | $15K–$50K | 2026-09-23 | 2026-10-13 | Report |
| CBChubb Limited Common Stock | Sale Joint | $1K–$15K | 2026-09-23 | 2026-10-13 | Report |
| DVNDevon Energy Corporation Common Stock | Sale Joint | $50K–$100K | 2026-09-23 | 2026-10-13 | Report |
| DVNDevon Energy Corporation Common Stock | Partial sale Joint | $15K–$50K | 2026-09-23 | 2026-10-13 | Report |
| HDHome Depot, Inc. | Sale Joint | $1K–$15K | 2026-09-23 | 2026-10-13 | Report |
| LMTLockheed Martin Corporation Common Stock | Partial sale Joint | $15K–$50K | 2026-09-23 | 2026-10-13 | Report |
| LMTLockheed Martin Corporation Common Stock | Sale Joint | $15K–$50K | 2026-09-23 | 2026-10-13 | Report |
| MRSHMarsh Common Stock | Sale Joint | $50K–$100K | 2026-09-23 | 2026-10-13 | Report |
| SBUXStarbucks Corporation - Common Stock | Sale Joint | $15K–$50K | 2026-09-23 | 2026-10-13 | Report |
| UNHUnitedHealth Group Incorporated Common Stock | Sale Joint | $15K–$50K | 2026-09-23 | 2026-10-13 | Report |
| OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033 | Purchase Joint | $15K–$50K | 2026-09-21 | 2026-10-13 | Report |
| PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028 | Purchase Joint | $50K–$100K | 2026-09-21 | 2026-10-13 | Report |
| GRADY CNTY OKLA SCH FIN AUH EDL FACS 5.000% MAT 9/1/2033 | Purchase Joint | $15K–$50K | 2026-09-18 | 2026-10-13 | Report |
| MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027 | Purchase Joint | $15K–$50K | 2026-09-18 | 2026-10-13 | Report |
| TULSA OKLA MET UTIL AUTH UTIL REV UTIL 3.000% MAT 4/1/2029 | Purchase Joint | $15K–$50K | 2026-09-18 | 2026-10-13 | Report |
| EMREmerson Electric Company Common Stock | Partial sale Joint | $15K–$50K | 2026-09-17 | 2026-10-13 | Report |
| LINLinde plc - Ordinary Shares | Partial sale Joint | $15K–$50K | 2026-09-17 | 2026-10-13 | Report |
| LMTLockheed Martin Corporation Common Stock | Partial sale Joint | $15K–$50K | 2026-09-17 | 2026-10-13 | Report |
| LMTLockheed Martin Corporation Common Stock | Partial sale Joint | $15K–$50K | 2026-09-17 | 2026-10-13 | Report |
| LOWLowe's Companies, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2026-09-17 | 2026-10-13 | Report |
| MRSHMarsh Common Stock | Partial sale Joint | $50K–$100K | 2026-09-17 | 2026-10-13 | Report |
| ROKRockwell Automation, Inc. Common Stock | Partial sale Joint | $15K–$50K | 2026-09-17 | 2026-10-13 | Report |
| CNPCenterPoint Energy, Inc | Sale | $15K–$50K | 2026-09-15 | 2026-09-25 | Report |
| GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 SER.2014A | Purchase Joint | $15K–$50K | 2026-09-15 | 2026-09-25 | Report |
| SAFETY AUTH CAP 04.00000% 12/01/2028 IMPT REV BDS SER. 2025 | Purchase | $15K–$50K | 2026-09-15 | 2026-09-25 | Report |
| AUTH ST FACS 05.00000% 01/01/2034 REV BDS CAPITOL REPAIR PROJ SER. 2019 C | Purchase | $15K–$50K | 2026-09-15 | 2026-09-25 | Report |
| STXSeagate Technology Holdings PLC - Ordinary Shares | Partial sale | $1K–$15K | 2026-09-15 | 2026-09-25 | Report |
| STESTERIS plc | Sale | $15K–$50K | 2026-09-15 | 2026-09-25 | Report |
| TJXTJX Companies, Inc. | Sale | $1K–$15K | 2026-09-15 | 2026-09-25 | Report |
| CDNSCadence Design Systems, Inc. - Common Stock | Partial sale Joint | $15K–$50K | 2026-09-14 | 2026-09-25 | Report |
| DVNDevon Energy Corporation Common Stock | Partial sale Joint | $15K–$50K | 2026-09-14 | 2026-09-25 | Report |
| EMREmerson Electric Company Common Stock | Partial sale Joint | $1K–$15K | 2026-09-14 | 2026-09-25 | Report |
| EMREmerson Electric Company Common Stock | Partial sale Joint | $15K–$50K | 2026-09-14 | 2026-09-25 | Report |
| HDHome Depot, Inc. | Partial sale Joint | $1K–$15K | 2026-09-14 | 2026-09-25 | Report |
| HDHome Depot, Inc. | Sale Joint | $15K–$50K | 2026-09-14 | 2026-09-25 | Report |
| IQVIQVIA Holdings, Inc. Common Stock | Sale Joint | $15K–$50K | 2026-09-14 | 2026-09-25 | Report |
| SALES TAX 02.25000% 10/01/2029 REV BDS COURTHOUSE PROJ SER. 2022 | Purchase | $15K–$50K | 2026-09-14 | 2026-09-25 | Report |
| MRSHMarsh Common Stock | Partial sale Joint | $1K–$15K | 2026-09-14 | 2026-09-25 | Report |
| NEENextEra Energy, Inc. Common Stock | Partial sale Joint | $15K–$50K | 2026-09-14 | 2026-09-25 | Report |
| 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D | Purchase | $15K–$50K | 2026-09-14 | 2026-09-25 | Report |
| 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D | Purchase | $15K–$50K | 2026-09-14 | 2026-09-25 | Report |
| ROKRockwell Automation, Inc. Common Stock | Partial sale Joint | $15K–$50K | 2026-09-14 | 2026-09-25 | Report |
| OKEONEOK, Inc. Common Stock | Exchange Joint | $500K–$1M | 2026-09-11 | 2026-09-25 | Report |
| OKEONEOK, Inc. Common Stock | Exchange Joint | $100K–$250K | 2026-09-11 | 2026-09-25 | Report |
| ETNEaton Corporation, PLC Ordinary Shares | Partial sale | $1K–$15K | 2026-09-10 | 2026-09-25 | Report |
| HDHome Depot, Inc. | Partial sale Joint | $15K–$50K | 2026-09-10 | 2026-09-25 | Report |
| NVONovo Nordisk A/S Common Stock | Sale | $1K–$15K | 2026-09-10 | 2026-09-25 | Report |
| UNHUnitedHealth Group Incorporated Common Stock | Sale Joint | $15K–$50K | 2026-09-10 | 2026-09-25 | Report |
| BSXBoston Scientific Corporation Common Stock | Sale Joint | $50K–$100K | 2026-09-09 | 2026-09-25 | Report |
| ITWIllinois Tool Works Inc. Common Stock | Sale Joint | $15K–$50K | 2026-09-09 | 2026-09-25 | Report |
| MRSHMarsh Common Stock | Partial sale Joint | $100K–$250K | 2026-09-09 | 2026-09-25 | Report |
| PTCPTC Inc. - Common Stock | Sale Joint | $50K–$100K | 2026-09-09 | 2026-09-25 | Report |
| TULSA OKLA MET UTIL AUTH UTIL REV UTIL 03.00000% 04/01/2029 REV BDS SER. A | Purchase Joint | $15K–$50K | 2026-09-09 | 2026-09-25 | Report |
| AAPLApple Inc. - Common Stock | Partial sale Child | $1K–$15K | 2026-09-08 | 2026-09-25 | Report |
| AAPLApple Inc. - Common Stock | Partial sale Child | $1K–$15K | 2026-09-08 | 2026-09-25 | Report |
| ARBUCKLE MEM HOSP AUTH OKLA SALES TAX 03.00000% 01/01/2027 REV BDS SER. 2018 | Purchase Joint | $15K–$50K | 2026-09-08 | 2026-09-25 | Report |
| ETVVance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest | Sale | $1K–$15K | 2026-09-08 | 2026-09-25 | Report |
| IQVIQVIA Holdings, Inc. Common Stock | Sale Child | $1K–$15K | 2026-09-08 | 2026-09-25 | Report |
| BSXBoston Scientific Corporation Common Stock | Partial sale Joint | $50K–$100K | 2026-09-04 | 2026-09-25 | Report |
| DVNDevon Energy Corporation Common Stock | Partial sale Joint | $100K–$250K | 2026-09-04 | 2026-09-25 | Report |
| ITWIllinois Tool Works Inc. Common Stock | Partial sale Joint | $50K–$100K | 2026-09-04 | 2026-09-25 | Report |
| TRUST JR LIEN 05.00000% 07/01/2034 TAX EXEMPT BDS SER. 33 | Purchase | $50K–$100K | 2026-09-04 | 2026-09-25 | Report |
| OKEONEOK, Inc. Common Stock | Partial sale Joint | $15K–$50K | 2026-09-04 | 2026-09-25 | Report |
| BSXBoston Scientific Corporation Common Stock | Sale Child | $1K–$15K | 2026-09-03 | 2026-09-25 | Report |
| BSXBoston Scientific Corporation Common Stock | Sale Child | $1K–$15K | 2026-09-03 | 2026-09-25 | Report |
| BSXBoston Scientific Corporation Common Stock | Sale Child | $1K–$15K | 2026-09-03 | 2026-09-25 | Report |
| IQVIQVIA Holdings, Inc. Common Stock | Sale Child | $1K–$15K | 2026-09-03 | 2026-09-25 | Report |
| JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2028 | Purchase Joint | $15K–$50K | 2026-09-03 | 2026-09-25 | Report |
| JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2030 | Purchase Joint | $15K–$50K | 2026-09-03 | 2026-09-25 | Report |
| AIOTechnology Opportunities Fund Common Shares of Beneficial Interest | Sale | $1K–$15K | 2026-09-03 | 2026-09-25 | Report |
| VUZIVuzix Corporation | Sale Child | $1K–$15K | 2026-09-03 | 2026-09-25 | Report |
| VUZIVuzix Corporation | Sale Child | $1K–$15K | 2026-09-03 | 2026-09-25 | Report |
| CDNSCadence Design Systems, Inc. - Common Stock | Partial sale Joint | $15K–$50K | 2026-09-02 | 2026-09-25 | Report |
| CLColgate-Palmolive Company Common Stock | Partial sale Joint | $1K–$15K | 2026-09-02 | 2026-09-25 | Report |
| DHRDanaher Corporation Common Stock | Partial sale Joint | $1K–$15K | 2026-09-02 | 2026-09-25 | Report |
| HDHome Depot, Inc. | Partial sale Joint | $15K–$50K | 2026-09-02 | 2026-09-25 | Report |
| ITWIllinois Tool Works Inc. Common Stock | Partial sale Joint | $15K–$50K | 2026-09-02 | 2026-09-25 | Report |
| LINLinde plc - Ordinary Shares | Sale Joint | $15K–$50K | 2026-09-02 | 2026-09-25 | Report |
| LMTLockheed Martin Corporation Common Stock | Partial sale Joint | $15K–$50K | 2026-09-02 | 2026-09-25 | Report |
| LMTLockheed Martin Corporation Common Stock | Sale Joint | $15K–$50K | 2026-09-02 | 2026-09-25 | Report |
| LOWLowe's Companies, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2026-09-02 | 2026-09-25 | Report |
| MRSHMarsh Common Stock | Partial sale Joint | $1K–$15K | 2026-09-02 | 2026-09-25 | Report |
| NEENextEra Energy, Inc. Common Stock | Partial sale Joint | $1K–$15K | 2026-09-02 | 2026-09-25 | Report |
| ORLYO'Reilly Automotive, Inc. - Common Stock | Partial sale Joint | $15K–$50K | 2026-09-02 | 2026-09-25 | Report |
| ROKRockwell Automation, Inc. Common Stock | Partial sale Joint | $15K–$50K | 2026-09-02 | 2026-09-25 | Report |
| ROKRockwell Automation, Inc. Common Stock | Partial sale Joint | $15K–$50K | 2026-09-02 | 2026-09-25 | Report |
| SBUXStarbucks Corporation - Common Stock | Partial sale Joint | $1K–$15K | 2026-09-02 | 2026-09-25 | Report |
| TJXTJX Companies, Inc. | Partial sale Joint | $15K–$50K | 2026-09-02 | 2026-09-25 | Report |
| BSXBoston Scientific Corporation Common Stock | Sale Joint | $15K–$50K | 2026-08-31 | 2026-09-25 | Report |
| RABrookfield Real Assets Income Fund Inc. Common Stock | Sale Joint | $15K–$50K | 2026-08-31 | 2026-09-25 | Report |
| CBChubb Limited Common Stock | Purchase Joint | $1K–$15K | 2026-08-31 | 2026-09-25 | Report |
| KOCoca-Cola Company | Purchase Joint | $1K–$15K | 2026-08-31 | 2026-09-25 | Report |
| CLColgate-Palmolive Company Common Stock | Sale | $1K–$15K | 2026-08-31 | 2026-09-25 | Report |
| CRCrane Company Common Stock | Sale Joint | $50K–$100K | 2026-08-31 | 2026-09-25 | Report |
| CXTCrane NXT, Co. Common Stock | Sale Joint | $15K–$50K | 2026-08-31 | 2026-09-25 | Report |
| CSXCSX Corporation | Partial sale | $1K–$15K | 2026-08-31 | 2026-09-25 | Report |
| DHRDanaher Corporation Common Stock | Sale Joint | $15K–$50K | 2026-08-31 | 2026-09-25 | Report |
| DVNDevon Energy Corporation Common Stock | Partial sale Joint | $100K–$250K | 2026-08-31 | 2026-09-25 | Report |
| DVNDevon Energy Corporation Common Stock | Sale | $15K–$50K | 2026-08-31 | 2026-09-25 | Report |
| XOMExxonMobil Holdings Corporation Common Stock | Partial sale Joint | $100K–$250K | 2026-08-31 | 2026-09-25 | Report |
| FFord Motor Company Common Stock | Sale | $1K–$15K | 2026-08-31 | 2026-09-25 | Report |
| HDHome Depot, Inc. | Partial sale Joint | $15K–$50K | 2026-08-31 | 2026-09-25 | Report |
| HONHoneywell International Inc. | Sale Joint | $15K–$50K | 2026-08-31 | 2026-09-25 | Report |
| ITWIllinois Tool Works Inc. Common Stock | Sale Joint | $15K–$50K | 2026-08-31 | 2026-09-25 | Report |
| LINLinde plc - Ordinary Shares | Partial sale Joint | $15K–$50K | 2026-08-31 | 2026-09-25 | Report |
| NVONovo Nordisk A/S Common Stock | Partial sale | $1K–$15K | 2026-08-31 | 2026-09-25 | Report |
| OKEONEOK, Inc. Common Stock | Partial sale Joint | $50K–$100K | 2026-08-31 | 2026-09-25 | Report |
| ORLYO'Reilly Automotive, Inc. - Common Stock | Partial sale Joint | $15K–$50K | 2026-08-31 | 2026-09-25 | Report |
| PRGSProgress Software Corporation - Common Stock | Sale Joint | $15K–$50K | 2026-08-31 | 2026-09-25 | Report |
| PTCPTC Inc. - Common Stock | Sale Joint | $50K–$100K | 2026-08-31 | 2026-09-25 | Report |
| TJXTJX Companies, Inc. | Partial sale Joint | $15K–$50K | 2026-08-31 | 2026-09-25 | Report |
| AIOTechnology Opportunities Fund Common Shares of Beneficial Interest | Partial sale | $15K–$50K | 2026-08-31 | 2026-09-25 | Report |
| CLColgate-Palmolive Company Common Stock | Partial sale | $1K–$15K | 2026-08-27 | 2026-09-25 | Report |
| CSXCSX Corporation | Partial sale | $1K–$15K | 2026-08-27 | 2026-09-25 | Report |
| HDHome Depot, Inc. | Sale | $1K–$15K | 2026-08-27 | 2026-09-25 | Report |
| NVSNovartis AG Common Stock | Sale | $15K–$50K | 2026-08-27 | 2026-09-25 | Report |
| PBAPembina Pipeline Corp. Ordinary Shares | Sale | $15K–$50K | 2026-08-27 | 2026-09-25 | Report |
| TJXTJX Companies, Inc. | Partial sale | $1K–$15K | 2026-08-27 | 2026-09-25 | Report |
| WMTWalmart Inc. - Common Stock | Partial sale | $1K–$15K | 2026-08-27 | 2026-09-25 | Report |
| CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029 | Purchase Joint | $100K–$250K | 2026-08-24 | 2026-09-01 | Report |
| HDHome Depot, Inc. | Partial sale Joint | $50K–$100K | 2026-08-24 | 2026-09-01 | Report |
| LOWLowe's Companies, Inc. Common Stock | Sale Joint | $1K–$15K | 2026-08-24 | 2026-09-01 | Report |
| MRSHMarsh Common Stock | Sale Joint | $1K–$15K | 2026-08-24 | 2026-09-01 | Report |
| MDTMedtronic plc. Ordinary Shares | Sale Joint | $15K–$50K | 2026-08-24 | 2026-09-01 | Report |
| PGProcter & Gamble Company | Sale Joint | $50K–$100K | 2026-08-24 | 2026-09-01 | Report |
| MSFTMicrosoft Corporation - Common Stock | Partial sale Joint | $15K–$50K | 2026-08-21 | 2026-09-01 | Report |
| VLTOVeralto Corp Common Stock | Sale Joint | $1K–$15K | 2026-08-21 | 2026-09-01 | Report |
| CLColgate-Palmolive Company Common Stock | Sale Joint | $1K–$15K | 2026-08-19 | 2026-09-01 | Report |
| HONAHoneywell Aerospace Inc. - Common Stock | Sale Joint | $15K–$50K | 2026-08-19 | 2026-09-01 | Report |
| BUDAnheuser-Busch Inbev SA Sponsored ADR | Sale | $1K–$15K | 2026-08-18 | 2026-09-01 | Report |
| BIIBBiogen Inc. - Common Stock | Sale | $1K–$15K | 2026-08-18 | 2026-09-01 | Report |
| KMBKimberly-Clark Corporation - Common Stock | Sale | $1K–$15K | 2026-08-18 | 2026-09-01 | Report |
| ADBEAdobe Inc. - Common Stock | Partial sale Joint | $15K–$50K | 2026-08-14 | 2026-09-01 | Report |
| CARRCarrier Global Corporation Common Stock | Sale Joint | $1K–$15K | 2026-08-14 | 2026-09-01 | Report |
| ICLRICON plc - Ordinary Shares | Partial sale Joint | $15K–$50K | 2026-08-14 | 2026-09-01 | Report |
| VLTOVeralto Corp Common Stock | Partial sale Joint | $1K–$15K | 2026-08-14 | 2026-09-01 | Report |
| BABoeing Company | Sale Joint | $1K–$15K | 2026-08-13 | 2026-09-01 | Report |
| BABoeing Company | Sale Joint | $15K–$50K | 2026-08-13 | 2026-09-01 | Report |
| GAPGap, Inc. | Sale | $1K–$15K | 2026-08-13 | 2026-09-01 | Report |
| HRLHormel Foods Corporation Common Stock | Sale | $1K–$15K | 2026-08-13 | 2026-09-01 | Report |
| NKENike, Inc. Common Stock | Partial sale | $1K–$15K | 2026-08-13 | 2026-09-01 | Report |
| WATWaters Corporation Common Stock | Sale Joint | $1K–$15K | 2026-08-13 | 2026-09-01 | Report |
| OTISOtis Worldwide Corporation Common Stock | Sale Joint | $1K–$15K | 2026-08-10 | 2026-09-01 | Report |
| DISWalt Disney Company | Sale Joint | $15K–$50K | 2026-08-10 | 2026-09-01 | Report |
| ALCAlcon Inc. Ordinary Shares | Sale | $1K–$15K | 2026-08-05 | 2026-09-01 | Report |
| PGProcter & Gamble Company | Sale Joint | $1K–$15K | 2026-08-05 | 2026-09-01 | Report |
| SOLSSolstice Advanced Materials Inc. - Common Stock | Sale Joint | $1K–$15K | 2026-08-05 | 2026-09-01 | Report |
| OGN2000166537JT Organon & Co. Common Stock | Sale | $1K–$15K | 2026-08-05 | 2026-08-12 | Report |
| VSNT2000166538JT Versant Media Group, Inc. - Class A Common Stock | Sale | $1K–$15K | 2026-08-05 | 2026-08-12 | Report |
| CMCSAComcast Corporation - Class A Common Stock | Sale Joint | $1K–$15K | 2026-08-05 | 2026-08-10 | Report |
| DEODiageo plc Common Stock | Sale Joint | $1K–$15K | 2026-08-05 | 2026-08-10 | Report |
| ELEstee Lauder Companies, Inc. | Sale Joint | $1K–$15K | 2026-08-05 | 2026-08-10 | Report |
| KVUEKenvue Inc. Common Stock | Sale Joint | $1K–$15K | 2026-08-05 | 2026-08-10 | Report |
| MDLZMondelez International, Inc. - Class A Common Stock | Sale Joint | $1K–$15K | 2026-08-05 | 2026-08-10 | Report |
| OGNOrganon & Co. Common Stock | Sale Joint | $1K–$15K | 2026-08-05 | 2026-08-10 | Report |
| VSNTVersant Media Group, Inc. - Class A Common Stock | Sale Joint | $1K–$15K | 2026-08-05 | 2026-08-10 | Report |
| CADDO CNTY OKLA GOVERNMENTAL BLDG 05.00000% 09/01/2030 | Purchase Joint | $50K–$100K | 2026-07-24 | 2026-08-10 | Report |
| TULSA CNTY OKLA INDPT SCH DIST NO 02.00000% 09/01/2026 | Purchase Joint | $100K–$250K | 2026-07-24 | 2026-08-10 | Report |
| GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 | Purchase Joint | $15K–$50K | 2026-07-20 | 2026-08-10 | Report |
| KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.00000% 03/01/2031 | Purchase Joint | $100K–$250K | 2026-07-20 | 2026-08-10 | Report |
| LAWTON OKLA GO BDS SER. 2019 02.00000% 12/01/2027 | Purchase Joint | $15K–$50K | 2026-07-17 | 2026-08-10 | Report |
| OKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000% 12/01/2028 | Purchase Joint | $15K–$50K | 2026-07-17 | 2026-08-10 | Report |
| EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% 07/01/2033 | Purchase Joint | $15K–$50K | 2026-07-16 | 2026-08-10 | Report |
| XOMExxon Mobil Corporation Common Stock | Exchange Joint | $100K–$250K | 2026-07-02 | 2026-07-16 | Report |
| XOMExxon Mobil Corporation Common Stock | Exchange Joint | $100K–$250K | 2026-07-02 | 2026-07-16 | Report |
| HONAVHoneywell Aerospace Inc. - Common Stock | Exchange Joint | $15K–$50K | 2026-06-29 | 2026-07-16 | Report |
| CTRACoterra Energy Inc. Common Stock | Exchange Joint | $15K–$50K | 2026-05-08 | 2026-06-02 | Report |
| CTRACoterra Energy Inc. Common Stock | Exchange | $15K–$50K | 2026-05-08 | 2026-06-02 | Report |
| DVNDevon Energy Corporation Common Stock | Exchange | $15K–$50K | 2026-05-08 | 2026-06-02 | Report |
| DVNDevon Energy Corporation Common Stock | Exchange Joint | $15K–$50K | 2026-05-08 | 2026-06-02 | Report |
| MORGAN STANLEY FIN LLC MTN ZERO CPN | Sale | $1M–$5M | 2026-05-06 | 2026-06-02 | Report |
| Goldman Sachs MTN 4/29/2030 | Sale Joint | $250K–$500K | 2026-04-29 | 2026-05-05 | Report |
| EXASExact Sciences Corporation - Common Stock | Sale Child | $1K–$15K | 2026-03-24 | 2026-04-03 | Report |
| MDTMedtronic plc. Ordinary Shares | Sale Joint | $15K–$50K | 2026-03-20 | 2026-04-03 | Report |
| PLDPrologis, Inc. Common Stock | Sale Joint | $50K–$100K | 2026-03-20 | 2026-04-03 | Report |
| TROWT. Rowe Price Group, Inc. - Common Stock | Sale Joint | $15K–$50K | 2026-03-20 | 2026-04-03 | Report |
| SMASmartStop Self Storage REIT, Inc. Common Stock | Sale Joint | $500K–$1M | 2026-03-18 | 2026-04-03 | Report |
| TXNTexas Instruments Incorporated - Common Stock | Sale Joint | $500K–$1M | 2026-03-18 | 2026-04-03 | Report |
| BDXBecton, Dickinson and Company Common Stock | Sale Joint | $15K–$50K | 2026-03-17 | 2026-04-03 | Report |
| MUABlackrock MuniAssets Fund, Inc Common Stock | Sale Joint | $50K–$100K | 2026-03-17 | 2026-04-03 | Report |
| CTSHCognizant Technology Solutions Corporation - Class A Common Stock | Sale Joint | $15K–$50K | 2026-03-17 | 2026-04-03 | Report |
| CMCSAComcast Corporation - Class A Common Stock | Sale Joint | $15K–$50K | 2026-03-17 | 2026-04-03 | Report |
| IVZInvesco Ltd Common Stock | Sale Joint | $15K–$50K | 2026-03-17 | 2026-04-03 | Report |
| KVUEKenvue Inc. Common Stock | Sale Joint | $15K–$50K | 2026-03-17 | 2026-04-03 | Report |
| ACNAccenture plc Class A Ordinary Shares | Sale Joint | $250K–$500K | 2026-03-16 | 2026-04-03 | Report |
| IQVIQVIA Holdings, Inc. Common Stock | Sale Joint | $50K–$100K | 2026-03-16 | 2026-04-03 | Report |
| PRGSProgress Software Corporation - Common Stock | Sale Joint | $50K–$100K | 2026-03-16 | 2026-04-03 | Report |
| ICLRICON plc - Ordinary Shares | Sale Joint | $100K–$250K | 2026-03-05 | 2026-04-03 | Report |
| WATWaters Corporation Common Stock | Exchange Joint | $1K–$15K | 2026-02-09 | 2026-03-06 | Report |
| ROYAL BANK OF CANADA 31F DUE 01/10/31 | Purchase Joint | $250K–$500K | 2026-01-07 | 2026-02-18 | Report |
| UNHUnitedHealth Group Incorporated Common Stock | Sale Joint | $250K–$500K | 2025-12-23 | 2026-01-22 | Report |
| BSXBoston Scientific Corporation Common Stock | Partial sale Joint | $15K–$50K | 2025-10-28 | 2025-11-16 | Report |
| CSXCSX Corporation | Partial sale | $15K–$50K | 2025-10-28 | 2025-11-16 | Report |
| HDHome Depot, Inc. | Partial sale | $1K–$15K | 2025-10-28 | 2025-11-16 | Report |
| MSFTMicrosoft Corporation - Common Stock | Partial sale Joint | $15K–$50K | 2025-10-28 | 2025-11-16 | Report |
| ORLYO'Reilly Automotive, Inc. - Common Stock | Partial sale Joint | $1K–$15K | 2025-10-28 | 2025-11-16 | Report |
| STXSeagate Technology Holdings PLC - Ordinary Shares | Partial sale | $15K–$50K | 2025-10-28 | 2025-11-16 | Report |
| ACNAccenture plc Class A Ordinary Shares | Sale Joint | $100K–$250K | 2025-10-27 | 2025-11-16 | Report |
| MCDMcDonald's Corporation Common Stock | Sale Joint | $1K–$15K | 2025-10-23 | 2025-11-16 | Report |
| MCDMcDonald's Corporation Common Stock | Sale Joint | $100K–$250K | 2025-10-23 | 2025-11-16 | Report |
| RBC 11.25% 30F DUE 10/16/30 | Purchase Joint | $500K–$1M | 2025-10-10 | 2025-11-16 | Report |
| RBC 11.25% 30F DUE 10/16/30 | Purchase Joint | $1M–$5M | 2025-10-10 | 2025-11-16 | Report |
| BNP Paribas MTN 4/9/2030 | Sale Joint | $250K–$500K | 2025-10-09 | 2025-11-16 | Report |
| BNP Paribas MTN 4/9/2030 | Sale Joint | $1M–$5M | 2025-10-09 | 2025-11-16 | Report |
| ETNEaton Corporation, PLC Ordinary Shares | Partial sale | $15K–$50K | 2025-10-06 | 2025-11-16 | Report |
| ACNAccenture plc Class A Ordinary Shares | Partial sale Joint | $15K–$50K | 2025-09-26 | 2025-10-16 | Report |
| HDHome Depot, Inc. | Partial sale Joint | $15K–$50K | 2025-09-26 | 2025-10-16 | Report |
| MASIMasimo Corporation - Common Stock | Sale Joint | $15K–$50K | 2025-09-26 | 2025-10-16 | Report |
| MSFTMicrosoft Corporation - Common Stock | Partial sale Joint | $15K–$50K | 2025-09-26 | 2025-10-16 | Report |
| Goldman Sachs MTN 4/29/2030 | Purchase Joint | $250K–$500K | 2025-04-24 | 2025-05-13 | Report |
| BNP Paribas MTN 4/9/2030 | Purchase Joint | $250K–$500K | 2025-04-04 | 2025-05-13 | Report |
| BNP Paribas MTN 4/9/2030 | Purchase Joint | $1M–$5M | 2025-04-04 | 2025-05-13 | Report |
| MORGAN STANLEY FIN LLC MTN ZERO CPN | Sale Joint | $500K–$1M | 2025-03-31 | 2025-04-23 | Report |
| FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS I | Purchase Joint | $100K–$250K | 2025-01-29 | 2025-02-14 | Report |
| AGCOAGCO Corporation Common Stock | Sale Joint | $50K–$100K | 2024-12-31 | 2025-01-15 | Report |
| DVNDevon Energy Corporation Common Stock | Partial sale Joint | $250K–$500K | 2024-12-31 | 2025-01-15 | Report |
| DXCMDexCom, Inc. - Common Stock | Sale Joint | $50K–$100K | 2024-12-31 | 2025-01-15 | Report |
| ELEstee Lauder Companies, Inc. | Sale Joint | $15K–$50K | 2024-12-31 | 2025-01-15 | Report |
| INTCIntel Corporation - Common Stock | Sale Joint | $50K–$100K | 2024-12-31 | 2025-01-15 | Report |
| JNJJohnson & Johnson Common Stock | Sale Joint | $100K–$250K | 2024-12-31 | 2025-01-15 | Report |
| HDHome Depot, Inc. | Purchase Joint | $1K–$15K | 2024-12-12 | 2025-01-15 | Report |
| XOMExxon Mobil Corporation Common Stock | Purchase Joint | $1K–$15K | 2024-12-10 | 2025-01-15 | Report |
| Citigroup MTN 9/1/2026 | Sale Joint | $500K–$1M | 2024-12-03 | 2025-01-15 | Report |
From the member's own reports to the House Clerk. None of this is advice.