Trading rose 393% in the last two quarters
143 trades made in Q2 '26 and Q3 '26, against 29 in Q4 '25 and Q1 '26. Recent quarters can still grow as late reports arrive.
Kevin Hern
Representative
OK-1
Republican
2025 disclosure
Kevin Hern (OK-1) disclosed a net worth range between $49.5M and $173.2M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Disclosed trades
867
Since Q1 '24
Purchases
68%
Share of disclosed trades
Avg. disclosure lag
25.4 days
Median 24 days
Filed past 45-day deadline
4%
STOCK Act deadline
68% of trades were $15,000 or less
Those 587 trades carry about 11.4% of the disclosed dollars, by the midpoints of the ranges.
96% of trades were disclosed within 45 days
The median trade was disclosed 24 days after it was made, and 35 of 867 trades took longer than the STOCK Act deadline.
Purchases and sales by quarter
Trades by quarter of trade
Purchases
Sales
Quarter in progress
Source: periodic transaction reports, machine-readable only.
HD is the most traded stock
Trades per stock
Purchases
Sales
0.2% of trades carry 15% of the disclosed dollars
Share of trades and of disclosed dollars by size, using range midpoints
Share of trades
Share of dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$49.5M – $173.2M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
321
Disclosed liabilities
2
Disclosed net worth band, 2021 to 2025
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-06-25 | $49.5M – $173.2M |
| 2024 | 2025-08-04 | $46.7M – $167.8M |
| 2023 | 2024-08-12 | $46.5M – $167.5M |
| 2022 | 2023-05-15 | $35.9M – $111.1M |
| 2021 | 2022-08-15 | $42.4M – $144.3M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-10-02 | NEE ST · NextEra Energy, Inc. Common Stock (NEE) | Sell | JT Hern Family Foundation | $15K - $50K | 2026-10-13 | 11d |
| 2026-09-23 | CVX ST · Chevron Corporation Common Stock (CVX) | Sell | JT Hern Family Foundation | $15K - $50K | 2026-10-13 | 20d |
| 2026-09-23 | DVN ST · Devon Energy Corporation Common Stock (DVN) | Sell | JT Hern Family Foundation | $50K - $100K | 2026-10-13 | 20d |
| 2026-09-23 | DVN ST · Devon Energy Corporation Common Stock (DVN) | Sell | JT Hern Family Revocable Trust | $15K - $50K | 2026-10-13 | 20d |
| 2026-09-23 | SBUX ST · Starbucks Corporation - Common Stock (SBUX) | Sell | JT Hern Family Revocable Trust | $15K - $50K | 2026-10-13 | 20d |
| 2026-09-23 | UNH ST · UnitedHealth Group Incorporated Common Stock (UNH) | Sell | JT Hern Family Foundation | $15K - $50K | 2026-10-13 | 20d |
| 2026-09-23 | AIO ST · Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) | Sell | JT Hern Family Foundation | $15K - $50K | 2026-10-13 | 20d |
| 2026-09-23 | MRSH ST · Marsh Common Stock (MRSH) | Sell | JT Hern Family Revocable Trust | $50K - $100K | 2026-10-13 | 20d |
| 2026-09-23 | CB ST · Chubb Limited Common Stock (CB) | Sell | JT Hern Family Foundation | $1K - $15K | 2026-10-13 | 20d |
| 2026-09-23 | LMT ST · Lockheed Martin Corporation Common Stock (LMT) | Sell | JT Hern Family Revocable Trust | $15K - $50K | 2026-10-13 | 20d |
| 2026-09-23 | LMT ST · Lockheed Martin Corporation Common Stock (LMT) | Sell | JT Hern Family Foundation | $15K - $50K | 2026-10-13 | 20d |
| 2026-09-23 | HD ST · Home Depot, Inc. (HD) | Sell | JT Hern Family Foundation | $1K - $15K | 2026-10-13 | 20d |
| 2026-09-17 | LIN ST · Linde plc - Ordinary Shares (LIN) | Sell | JT Hern Family Revocable Trust | $15K - $50K | 2026-10-13 | 26d |
| 2026-09-17 | EMR ST · Emerson Electric Company Common Stock (EMR) | Sell | JT Hern Family Foundation | $15K - $50K | 2026-10-13 | 26d |
| 2026-09-17 | LMT ST · Lockheed Martin Corporation Common Stock (LMT) | Sell | JT Hern Family Revocable Trust | $15K - $50K | 2026-10-13 | 26d |
| 2026-09-17 | LOW ST · Lowe's Companies, Inc. Common Stock (LOW) | Sell | JT Hern Family Revocable Trust | $1K - $15K | 2026-10-13 | 26d |
| 2026-09-17 | ROK ST · Rockwell Automation, Inc. Common Stock (ROK) | Sell | JT Hern Family Foundation | $15K - $50K | 2026-10-13 | 26d |
| 2026-09-17 | MRSH ST · Marsh Common Stock (MRSH) | Sell | JT Hern Family Revocable Trust | $50K - $100K | 2026-10-13 | 26d |
| 2026-09-17 | LMT ST · Lockheed Martin Corporation Common Stock (LMT) | Sell | JT Hern Family Foundation | $15K - $50K | 2026-10-13 | 26d |
| 2026-09-15 | STE ST · STERIS plc (STE) | Sell | — Kevin Hern Traditional IRA | $15K - $50K | 2026-09-25 | 10d |
| 2026-09-15 | TJX ST · TJX Companies, Inc. (TJX) | Sell | — Kevin Hern Traditional IRA | $1K - $15K | 2026-09-25 | 10d |
| 2026-09-15 | STX ST · Seagate Technology Holdings PLC - Ordinary Shares (STX) | Sell | — Kevin Hern Traditional IRA | $1K - $15K | 2026-09-25 | 10d |
| 2026-09-15 | CNP ST · CenterPoint Energy, Inc (CNP) | Sell | — Kevin Hern Traditional IRA | $15K - $50K | 2026-09-25 | 10d |
| 2026-09-14 | CDNS ST · Cadence Design Systems, Inc. - Common Stock (CDNS) | Sell | JT Hern Family Foundation | $15K - $50K | 2026-09-25 | 11d |
| 2026-09-14 | EMR ST · Emerson Electric Company Common Stock (EMR) | Sell | JT Hern Family Revocable Trust | $1K - $15K | 2026-09-25 | 11d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
11 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| WMB | 19,508 | $1.4M | 12.2% |
| RTX | 6,044 | $1.2M | 10.1% |
| EMR | 5,290 | $854.9K | 7.5% |
| FCX | 4,011 | $261.4K | 2.3% |
| JPM | 3,602 | $1.2M | 10.5% |
| OKE | 3,257 | $312.1K | 2.7% |
| ABBNY | 2,583 | $212K | 1.9% |
| JNJ | 2,102 | $554.5K | 4.9% |
| ETV | 2,000 | $29K | 0.3% |
| AHCO | 1,876 | $11.3K | 0.1% |
| ROK | 1,765 | $752.1K | 6.6% |
| TXN | 1,568 | $446.4K | 3.9% |
| CDNS | 1,525 | $482.5K | 4.2% |
| HD | 1,230 | $393.4K | 3.4% |
| CB | 994 | $353K | 3.1% |
| COST | 852 | $854.4K | 7.5% |
| BALL | 792 | $51.3K | 0.5% |
| LIN | 659 | $335.5K | 2.9% |
| XOM | 659 | $120.7K | 1.1% |
| PWR | 638 | $348.7K | 3.1% |
| BSX | 611 | $27.9K | 0.2% |
| CVX | 505 | $117.7K | 1.0% |
| LMT | 489 | $295.6K | 2.6% |
| PSX | 405 | $114.7K | 1.0% |
| V | 330 | $134.6K | 1.2% |
| IQV | 310 | $86.7K | 0.8% |
| AIO | 290 | $6.6K | 0.1% |
| TMO | 157 | $105.8K | 0.9% |
| ASML | 139 | $218.4K | 1.9% |
| KO | 125 | $11.6K | 0.1% |
| PH | 124 | $108.8K | 1.0% |
| BLK | 39 | $44K | 0.4% |
| MCD | 32 | $7.9K | 0.1% |
| RSG | 30 | $7.2K | 0.1% |
| AMP | 27 | $13.1K | 0.1% |
| ICE | 10 | $1.6K | 0.0% |
| DG | 8 | $1K | 0.0% |
Assets and liabilities
Disclosed assets
The assets Kevin Hern itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
321
Total disclosed (band)
$49.6M – $173.2M
Showing the 100 largest of 321 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| Tammy Hern Revocable Trust ⇒ First Financial Corporation, 5% Interest | OL |
$100K - $1M
Dividends
|
$5M - $25M |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ Custom Seating, Inc., 40% Interest | OL | — | $5M - $25M |
| Brighthouse RILA ⇒ 3 Year Shield 15 S&P500 Index | OT | — | $1M - $5M |
| Hern Family Revocable Trust ⇒ Brighthouse RILA ⇒ 3 Year Shield 15 S&P500 Index | OT | — | $1M - $5M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ MORGAN STANLEY FIN LLC SER A MTN 05/06/2026 | CS | — | $1M - $5M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ RBC 11.25% 30F DUE 10/16/30 | CS |
$15K - $50K
Dividends
|
$1M - $5M |
| Hern Family Revocable Trust ⇒ Firstar Bank-Checking | BA |
$2.5K - $5K
Interest
|
$1M - $5M |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/Mellon Nasdaq® 100 Index | MF |
Tax-Deferred
|
$1M - $5M |
| Hern Family Revocable Trust ⇒ Raytheon Technologies Corporation (RTX) | ST |
$15K - $50K
Dividends
|
$1M - $5M |
| Hern Family Revocable Trust ⇒ Schwab Bank | BA |
$15K - $50K
Dividends
|
$1M - $5M |
| Hern Family Revocable Trust ⇒ Williams Companies, Inc. (WMB) | ST |
$15K - $50K
Dividends
|
$1M - $5M |
| Personally Held Accounts ⇒ Hern for Congress Bank Account ⇒ Hern for Congress Bank Account | BA |
$201 - $1K
Interest
|
$1M - $5M |
| Tammy Hern Revocable Trust ⇒ Firstrike Aviation ⇒ Airplane - 2 | RP | — | $1M - $5M |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ CSI Real Estate, LLC., 40% Interest | OL | — | $1M - $5M |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ CapX Holdings, LLC, 38% Interest | OL | — | $1M - $5M |
| Brighthouse RILA ⇒ 3 Year Shield 15 Russell 2000 Index, 100% Interest | OT | — | $500K - $1M |
| Hern Family Foundation ⇒ RBC 11.25% 30F DUE 10/16/30 | CS |
$15K - $50K
Dividends
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ Alphabet Inc. - Class A (GOOGL) | ST |
$201 - $1K
Dividends
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ Brighthouse RILA ⇒ 3 Year Shield 15 Russell 2000 Index | OT | — | $500K - $1M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Accenture plc Class A Ordinary Shares (ACN) | ST |
$5K - $15K
Dividends
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Costco Wholesale Corporation (COST) | ST |
$5K - $15K
Dividends
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Devon Energy Corporation (DVN) | ST |
$15K - $50K
Dividends
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Emerson Electric Company (EMR) | ST |
$5K - $15K
Dividends
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ JP Morgan Chase & Co. (JPM) | ST |
$5K - $15K
Dividends
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) | EF |
$15K - $50K
Dividends
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL iShares Tactical Growth | MF |
Tax-Deferred
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/Mellon Equity Income | MF |
Tax-Deferred
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/Mellon S&P 400® MidCap Index | MF |
Tax-Deferred
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/Mellon US Stock Mkt Index Fund | MF |
Tax-Deferred
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ O'Reilly Automotive, Inc. (ORLY) | ST | — | $500K - $1M |
| Hern Family Revocable Trust ⇒ Rockwell Automation, Inc. (ROK) | ST |
$5K - $15K
Dividends
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ SMARTSTOP SELF STORAG REIT INC CL A | RE |
$15K - $50K
Dividends
|
$500K - $1M |
| Hern Family Revocable Trust ⇒ Texas Instruments Incorporated (TXN) | ST |
$15K - $50K
Dividends
|
$500K - $1M |
| KAT IRR Trust ⇒ John Hancock SUL | WU | — | $500K - $1M |
| Kevin Hern Insurance Trust ⇒ Allianz Life Pro Plus Advantage / PIMCO Tactical Balanced | WU | — | $500K - $1M |
| Kevin Hern Traditional IRA ⇒ Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) | MF |
$1K - $2.5K
Interest
|
$500K - $1M |
| Tammy Hern Revocable Trust ⇒ Firstrike Aviation ⇒ Airplane Hangar | RP | — | $500K - $1M |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ PSP & Vision Partners | PS |
$50K - $100K
Dividends
|
$500K - $1M |
| Hern Family Foundation ⇒ Alphabet Inc. - Class A (GOOGL) | ST | — | $250K - $500K |
| Hern Family Foundation ⇒ FIDELITY QUALITY FACTOR ETF | EF |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Hern Family Foundation ⇒ Goldman Sachs MTN 4/29/2030 | CS |
$15K - $50K
Interest
|
$250K - $500K |
| Hern Family Foundation ⇒ ISHARES TRUST CORE DIVID GWTH | EF |
$5K - $15K
Dividends
|
$250K - $500K |
| Hern Family Foundation ⇒ Microsoft Corporation (MSFT) | ST |
$15K - $50K
Capital Gains, Dividends
|
$250K - $500K |
| Hern Family Foundation ⇒ PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) | EF |
$5K - $15K
Dividends
|
$250K - $500K |
| Hern Family Foundation ⇒ iShares Trust US Treasury TIPs | EF |
$5K - $15K
Dividends
|
$250K - $500K |
| Hern Family Revocable Trust ⇒ Amazon.com, Inc. (AMZN) | ST | — | $250K - $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Boston Scientific Corporation (BSX) | ST | — | $250K - $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Cadence Design Systems, Inc. (CDNS) | ST | — | $250K - $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Chubb Limited (CB) | ST |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ICON plc - Ordinary Shares (ICLR) | ST | — | $250K - $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Lockheed Martin Corporation (LMT) | ST |
$5K - $15K
Dividends
|
$250K - $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Marsh & McLennan Companies, Inc. (MMC) | ST |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ NextEra Energy, Inc. (NEE) | ST |
$5K - $15K
Dividends
|
$250K - $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Quanta Services, Inc. (PWR) | ST |
$201 - $1K
Dividends
|
$250K - $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ iShares MSCI USA Quality GARP ETF (GARP) | EF |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) | EF |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Hern Family Revocable Trust ⇒ Home Depot, Inc. (HD) | ST |
$5K - $15K
Dividends
|
$250K - $500K |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/Mellon Information Technology Sector | MF |
Tax-Deferred
|
$250K - $500K |
| Hern Family Revocable Trust ⇒ Linde plc Ordinary Share (LIN) | ST |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Hern Family Revocable Trust ⇒ MVPIndex | OL | — | $250K - $500K |
| Hern Family Revocable Trust ⇒ ONEOK, Inc. (OKE) | ST |
$15K - $50K
Dividends
|
$250K - $500K |
| Tammy Hern Revocable Trust ⇒ Firstrike Capital, 100% Interest | RP |
$15K - $50K
Interest, Rent
|
$250K - $500K |
| Hern Family Foundation ⇒ ASML Holding N.V. - New York Registry Shares (ASML) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ Amazon.com, Inc. (AMZN) | ST | — | $100K - $250K |
| Hern Family Foundation ⇒ Cadence Design Systems, Inc. (CDNS) | ST | — | $100K - $250K |
| Hern Family Foundation ⇒ Devon Energy Corporation (DVN) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ EVENTIDE GILEAD FUND CLASS I | MF |
$5K - $15K
Capital Gains
|
$100K - $250K |
| Hern Family Foundation ⇒ Exxon Mobil Corporation Common Stock (XOM) | ST |
$5K - $15K
Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ FIDELITY DIVIDEND ETF FOR RISING RATES | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | EF |
$15K - $50K
Capital Gains, Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ FIRST EAGLE GLOBAL CLASS I | MF |
$15K - $50K
Capital Gains, Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS I | PS |
$15K - $50K
Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ Home Depot, Inc. (HD) | ST |
$15K - $50K
Capital Gains, Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ INVESCO EXCHANGE TRADED FD TR S&P 500 GARP ETF | MF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ JP Morgan Chase & Co. (JPM) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ JPMORGAN GLOBAL ALLOCATION CLASS I | MF |
$5K - $15K
Capital Gains, Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ JPMorgan Equity Premium Income ETF (JEPI) | EF |
$15K - $50K
Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ ONEOK, Inc. (OKE) | ST |
$5K - $15K
Dividends, Distribution & ROC
|
$100K - $250K |
| Hern Family Foundation ⇒ Raytheon Technologies Corporation (RTX) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ Rockwell Automation, Inc. (ROK) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ Schwab Bank | BA |
$201 - $1K
Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ Texas Instruments Incorporated (TXN) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ Visa Inc. (V) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Hern Family Foundation ⇒ Williams Companies, Inc. (WMB) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ AMERICAN AMCAP FUND F2 | MF |
$5K - $15K
Capital Gains
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ ABB Ltd (ABB) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Calamos Autocallable Income ETF (CAIE) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ Freeport-McMoRan, Inc. (FCX) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ IQVIA Holdings, Inc. (IQV) | ST | — | $100K - $250K |
| Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒ PTC Inc. (PTC) | ST | — | $100K - $250K |
| Hern Family Revocable Trust ⇒ Cummins Inc. (CMI) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ Danaher Corporation (DHR) | ST |
$201 - $1K
Dividends
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ Exxon Mobil Corporation (XOM) | ST |
$5K - $15K
Dividends
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ FS Specialty Lending Fund - Fs Energy & Power Fund Common | PS |
$15K - $50K
Dividends
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ INLAND REAL ESTATE INCOME TR INC COM | RE |
$5K - $15K
Dividends
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ INTEGRITY OKLAHOMA MUNICIPAL CL A | MF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ Illinois Tool Works Inc. (ITW) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/First State Global Infrastructure | MF |
Tax-Deferred
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/Franklin Templeton Global Multisector Bond | MF |
Tax-Deferred
|
$100K - $250K |
| Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/PIMCO Investment Grade Credit Bond | MF |
Tax-Deferred
|
$100K - $250K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
2
Total disclosed (band)
$30K – $100K
| Description | Amount owed |
|---|---|
| CC Debt (AMEX) | $15K - $50K |
| CC Debt (Mastercard) | $15K - $50K |