Kevin Hern Republican · OK-1
House of Representatives · in office · serving since 2018 · born December 4, 1961
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
876
across 85 filings
Securities traded
128
14 active in 6 months
Disclosed range total
$92,760,876
sum of filed minimums
In plain language
Of 876 disclosed trades, 4 were flagged by the site's published rules — 0.5%.
That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.
- 1 · committee window
- 3 · shutdown/lame duck
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| OK-1 | 115th–119th | 2018–2027 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| House Committee on Ways and Means | Member | 10 | majority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Ways and Means | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Ways and Means | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Natural Resources | Member | 2019-02 → 2020-12 |
| 116th | House Committee on Small Business | Member | 2019-02 → 2020-12 |
| 116th | House Committee on the Budget | Member | 2019-02 → 2020-12 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
| Ticker | Security | Sector | Trades (period) | Buys / Sells | Period value | Last trade |
|---|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | Oil & Gas | 2 | 20 / 1 | $350,001 | 2026-07-02 |
| HONAV | Honeywell Aerospace Inc. - Common Stock… | — | 1 | 0 / 0 | $32,501 | 2026-06-29 |
| DVN | Devon Energy Corporation Common Stock (… | Oil & Gas | 2 | 26 / 1 | $65,001 | 2026-05-08 |
| CTRA | Coterra Energy Inc. Common Stock (CTRA) | — | 2 | 1 / 0 | $65,001 | 2026-05-08 |
| EXAS | Exact Sciences Corporation - Common Sto… | — | 1 | 5 / 5 | $8,001 | 2026-03-24 |
| TXN | Texas Instruments Incorporated - Common… | Semiconductors | 1 | 24 / 2 | $750,001 | 2026-03-18 |
| CMCSA | Comcast Corporation - Class A Common St… | Telecommunications | 1 | 2 / 2 | $32,501 | 2026-03-17 |
| BDX | Becton, Dickinson and Company Common St… | Medical Devices | 1 | 1 / 2 | $32,501 | 2026-03-17 |
| MUA | Blackrock MuniAssets Fund, Inc Common S… | — | 1 | 0 / 1 | $75,001 | 2026-03-17 |
| CTSH | Cognizant Technology Solutions Corporat… | Software & IT Services | 1 | 0 / 1 | $32,501 | 2026-03-17 |
| IVZ | Invesco Ltd Common Stock | Capital Markets | 1 | 0 / 1 | $32,501 | 2026-03-17 |
| ACN | Accenture Plc | Business Services | 1 | 22 / 4 | $375,001 | 2026-03-16 |
| ICLR | ICON plc - Ordinary Shares (ICLR) | Business Services | 1 | 5 / 2 | $175,001 | 2026-03-05 |
| WAT | Waters Corporation Common Stock (WAT) | Medical Devices | 1 | 0 / 0 | $8,001 | 2026-02-09 |
Values are the sum of filed range midpoints, not exact amounts — Congress discloses brackets. Because a transaction may be reported up to 45 days after it happens, this window reflects what has been disclosed, not necessarily everything already traded.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 13 | 12 / 1 | $905,007 | 2021-09 → 2025-12 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 30 | 27 / 3 | $449,016 | 2019-10 → 2025-10 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 20 | 16 / 4 | $3,951,010 | 2019-10 → 2025-10 |
| ORLY | O'Reilly Automotive, Inc. - Common Stoc… | Retail & Consumer | 6 | 4 / 2 | $164,504 | 2019-11 → 2025-10 |
| BSX | Boston Scientific Corporation Common St… | Medical Devices | 6 | 5 / 1 | $264,003 | 2021-05 → 2025-10 |
| CSX | CSX Corporation - Common Stock | Transportation | 1 | 0 / 1 | $32,501 | 2025-10 → 2025-10 |
| STX | Seagate Technology Holdings PLC - Ordin… | Technology Hardware | 1 | 0 / 1 | $32,501 | 2025-10 → 2025-10 |
| MCD | McDonald's Corporation Common Stock | Retail & Consumer | 4 | 2 / 2 | $366,002 | 2020-10 → 2025-10 |
| ETN | Eaton Corporation, PLC Ordinary Shares … | Other | 1 | 0 / 1 | $32,501 | 2025-10 → 2025-10 |
| MASI | Masimo Corporation - Common Stock (MASI) | — | 4 | 2 / 2 | $315,002 | 2021-06 → 2025-09 |
| EL | Estee Lauder Companies | Chemicals | 3 | 2 / 1 | $115,502 | 2019-08 → 2024-12 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 11 | 9 / 2 | $288,506 | 2019-08 → 2024-12 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 17 | 15 / 2 | $730,009 | 2020-07 → 2024-12 |
| DXCM | DexCom, Inc. - Common Stock (DXCM) | Medical Devices | 2 | 1 / 1 | $250,001 | 2021-07 → 2024-12 |
| AGCO | AGCO Corporation Common Stock (AGCO) | Industrials | 4 | 3 / 1 | $166,002 | 2021-11 → 2024-12 |
| CB | Chubb Ltd | Insurance | 5 | 4 / 1 | $231,503 | 2019-08 → 2024-07 |
| LMT | Lockheed Martin Corporation Common Stoc… | Defense & Aerospace | 14 | 13 / 1 | $346,007 | 2019-10 → 2024-06 |
| WMB | Williams Companies, Inc. (WMB) | Utilities | 19 | 19 / 0 | $343,510 | 2020-03 → 2024-06 |
| LIN | Linde plc - Ordinary Shares (LIN) | Chemicals | 12 | 11 / 1 | $354,506 | 2019-08 → 2024-06 |
| NEE | NextEra Energy, Inc. Common Stock (NEE) | Utilities | 18 | 17 / 1 | $578,009 | 2020-07 → 2024-06 |
| RTX | Raytheon Technologies Corp | Defense & Aerospace | 13 | 12 / 1 | $538,007 | 2020-07 → 2024-06 |
| ROK | Rockwell Automation, Inc. Common Stock | Medical Devices | 16 | 15 / 1 | $562,008 | 2020-07 → 2024-06 |
| EMR | Emerson Electric Company | Electronics | 14 | 14 / 0 | $546,007 | 2021-05 → 2024-06 |
| OKE | ONEOK, Inc. Common Stock (OKE) | Utilities | 24 | 24 / 0 | $199,013 | 2019-08 → 2024-05 |
| MMC | Marsh & McLennan Companies, Inc. Common… | — | 8 | 7 / 1 | $231,004 | 2020-07 → 2024-05 |
| PXD | Pioneer Natural Resources Company | — | 23 | 21 / 1 | $4,158,512 | 2021-06 → 2024-05 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 17 | 16 / 1 | $570,009 | 2019-10 → 2024-04 |
| COST | Costco Wholesale | Retail & Consumer | 4 | 3 / 1 | $32,002 | 2019-11 → 2024-01 |
| VUZI | Vuzix Corporation (VUZI) | Electronics | 7 | 5 / 2 | $214,504 | 2021-05 → 2024-01 |
| CCLD | CareCloud, Inc. (CCLD) | — | 2 | 0 / 2 | $16,001 | 2022-12 → 2023-12 |
| CMP | Compass Minerals Intl Inc (CMP) | Mining & Metals | 1 | 0 / 1 | $8,001 | 2023-10 → 2023-10 |
| VOD | Vodafone Group Plc | Telecommunications | 1 | 0 / 1 | $8,001 | 2023-10 → 2023-10 |
| MMP | Magellan Midstream Partners, L.P. | — | 17 | 15 / 0 | $945,009 | 2020-05 → 2023-09 |
| ARGO | Argo Group International Holdings, Ltd.… | — | 1 | 1 / 0 | $8,001 | 2023-06 → 2023-06 |
| ABB | ABB Ltd | — | 3 | 3 / 0 | $91,002 | 2021-11 → 2023-05 |
| AHCO | AdaptHealth Corp. (AHCO) | Healthcare Services | 8 | 4 / 4 | $298,004 | 2021-05 → 2023-04 |
| KO | Coca-Cola Company | Food & Beverage | 4 | 3 / 1 | $49,503 | 2019-08 → 2023-01 |
| DHR | Danaher Corp | Medical Devices | 5 | 4 / 1 | $131,503 | 2019-08 → 2023-01 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 10 | 8 / 2 | $948,005 | 2019-08 → 2023-01 |
| PG | Procter & Gamble Company (PG) | Chemicals | 4 | 3 / 1 | $56,502 | 2019-08 → 2023-01 |
| BLK | Blackrock Inc | Capital Markets | 3 | 2 / 1 | $48,502 | 2019-10 → 2023-01 |
| ADBE | Adobe Systems Inc | Software & IT Services | 6 | 4 / 2 | $849,003 | 2019-11 → 2023-01 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 3 | 2 / 1 | $91,002 | 2019-11 → 2023-01 |
| LOW | Lowe's Companies | Retail & Consumer | 3 | 2 / 1 | $24,002 | 2019-11 → 2023-01 |
| MDT | Medtronic plc. Ordinary Shares (MDT) | Medical Devices | 6 | 4 / 2 | $406,503 | 2019-11 → 2023-01 |
| TMO | Thermo Fisher Scientific Inc | Medical Devices | 4 | 3 / 1 | $99,002 | 2019-11 → 2023-01 |
| V | Visa Inc. (V) | Business Services | 4 | 3 / 1 | $99,002 | 2019-11 → 2023-01 |
| ICE | Intercontinental Exchange Inc. Common S… | Capital Markets | 4 | 2 / 2 | $32,002 | 2020-02 → 2023-01 |
| MDLZ | Mondelez Intl Inc | Food & Beverage | 4 | 2 / 2 | $56,502 | 2020-02 → 2023-01 |
| AMT | American Tower Corporation (AMT) | Investment Funds | 2 | 1 / 1 | $16,001 | 2020-04 → 2023-01 |
| BA | Boeing Company (BA) | Defense & Aerospace | 3 | 2 / 1 | $24,002 | 2020-04 → 2023-01 |
| ECL | Ecolab Inc | Chemicals | 3 | 1 / 2 | $48,502 | 2020-04 → 2023-01 |
| DG | Dollar General Corporation Common Stock… | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2020-07 → 2023-01 |
| NVS | Novartis Ag ADR | Pharmaceuticals & Biotech | 2 | 1 / 1 | $9,002 | 2020-07 → 2023-01 |
| PH | Parker-Hannifin Corporation Common Stoc… | Industrials | 3 | 2 / 1 | $48,502 | 2020-07 → 2023-01 |
| PSX | Phillips 66 | Oil & Gas | 3 | 2 / 1 | $31,002 | 2020-07 → 2023-01 |
| RSG | Republic Services, Inc. Common Stock (R… | Utilities | 2 | 1 / 1 | $16,001 | 2020-07 → 2023-01 |
| CRM | Salesforce Inc | Software & IT Services | 2 | 1 / 1 | $16,001 | 2020-07 → 2023-01 |
| TJX | TJX Companies | Retail & Consumer | 3 | 2 / 1 | $48,502 | 2020-07 → 2023-01 |
| ARCB | ArcBest Corporation (ARCB) | — | 2 | 1 / 1 | $150,001 | 2021-11 → 2022-12 |
| BLL | Ball Corporation | — | 2 | 1 / 1 | $150,001 | 2021-11 → 2022-12 |
| HLT | Hilton Worldwide Holdings Inc. Common S… | Consumer Services | 2 | 1 / 1 | $150,001 | 2021-11 → 2022-12 |
| WYNN | Wynn Resorts, Limited - Common Stock (W… | Consumer Services | 1 | 0 / 1 | $32,501 | 2022-12 → 2022-12 |
| RTN | Raytheon Company | — | 1 | 1 / 0 | $8,001 | 2022-12 → 2022-12 |
| CR | Crane Co. Option Type: Put Strike price… | Industrials | 4 | 3 / 1 | $56,502 | 2019-10 → 2022-11 |
| VFC | V.F. Corporation Common Stock | Consumer Goods | 3 | 2 / 1 | $24,002 | 2019-10 → 2022-11 |
| AMP | Ameriprise Financial, Inc. Common Stock… | Capital Markets | 2 | 1 / 1 | $16,001 | 2020-07 → 2022-11 |
| SHW | Sherwin-Williams Company | Retail & Consumer | 2 | 1 / 1 | $16,001 | 2020-07 → 2022-11 |
| JEPI | JPMorgan Equity Premium Income ETF (JEP… | — | 3 | 3 / 0 | $191,002 | 2021-07 → 2022-10 |
| DGRO | ISHARES TRUST CORE DIVID GWTH (DGRO) | — | 4 | 4 / 0 | $423,502 | 2019-10 → 2022-09 |
| PTC | PTC Inc. - Common Stock (PTC) | Software & IT Services | 3 | 3 / 0 | $140,002 | 2021-05 → 2022-08 |
| ASML | ASML Holding N.V. - New York Registry S… | Industrials | 1 | 1 / 0 | $75,001 | 2022-08 → 2022-08 |
| CDNS | Cadence Design Systems, Inc. - Common S… | Software & IT Services | 3 | 3 / 0 | $240,002 | 2021-05 → 2022-08 |
| TIP | iShares TIPS Bond ETF (TIP) | — | 10 | 10 / 0 | $447,005 | 2021-07 → 2022-07 |
| CERN | Cerner Corporation (CERN) | — | 1 | 0 / 1 | $32,501 | 2022-06 → 2022-06 |
| MTBC | CareCloud, Inc. (MTBC) | — | 5 | 4 / 1 | $64,503 | 2021-05 → 2022-05 |
| IQV | Iqvia Holdings Inc | Business Services | 6 | 5 / 1 | $239,503 | 2021-05 → 2022-04 |
| ASXC | Asensus Surgical, Inc. (ASXC) | — | 2 | 1 / 1 | $207,501 | 2021-06 → 2021-12 |
| FSK | FS KKR Capital Corp. Common Stock | — | 6 | 3 / 2 | $549,003 | 2018-12 → 2021-11 |
| DRE | Duke Realty Corporation (DRE) | — | 1 | 1 / 0 | $75,001 | 2021-11 → 2021-11 |
| FDIS | Fidelity MSCI Consumer Discretionary In… | — | 1 | 1 / 0 | $75,001 | 2021-11 → 2021-11 |
| FTEC | Fidelity MSCI Information Technology In… | — | 1 | 1 / 0 | $175,001 | 2021-11 → 2021-11 |
| PWR | Quanta Services, Inc. Common Stock (PWR) | Construction | 1 | 1 / 0 | $75,001 | 2021-11 → 2021-11 |
| FBND | Fidelity Total Bond ETF (FBND) | — | 1 | 0 / 1 | $75,001 | 2021-11 → 2021-11 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 2 | 2 / 0 | $83,001 | 2019-10 → 2021-10 |
| ITW | Illinois Tool Works Inc | Industrials | 3 | 3 / 0 | $115,502 | 2020-10 → 2021-10 |
| FMAT | Fidelity MSCI Materials Index ETF (FMAT) | — | 1 | 1 / 0 | $32,501 | 2021-10 → 2021-10 |
| DIAL | Columbia Diversified Fixed Income Alloc… | — | 4 | 4 / 0 | $32,002 | 2021-07 → 2021-10 |
| SPY | SPDR S&P 500 | — | 2 | 1 / 1 | $1,500,001 | 2021-07 → 2021-09 |
| PRGS | Progress Software Corporation - Common … | Software & IT Services | 3 | 3 / 0 | $115,502 | 2021-05 → 2021-09 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 1 | 1 / 0 | $175,001 | 2021-07 → 2021-07 |
| FDRR | Fidelity Dividend ETF For Rising Rates | — | 1 | 1 / 0 | $75,001 | 2021-07 → 2021-07 |
| FHLC | 2000092118 JT Fidelity MSCI Health Care… | — | 1 | 1 / 0 | $75,001 | 2021-07 → 2021-07 |
| TROW | T. Rowe Price Group, Inc. - Common Stock | Capital Markets | 1 | 1 / 0 | $8,001 | 2021-07 → 2021-07 |
| ETV | Eaton Vance Corporation Eaton Vance Tax… | — | 1 | 1 / 0 | $32,501 | 2021-07 → 2021-07 |
| FQAL | Fidelity Quality Factor ETF | — | 1 | 1 / 0 | $175,001 | 2021-07 → 2021-07 |
| FCX | Freeport-McMoRan, Inc. Common Stock (FC… | Mining & Metals | 1 | 1 / 0 | $175,001 | 2021-05 → 2021-05 |
| AIO | AllianzgI Artificial Intelligence & Tec… | — | 1 | 1 / 0 | $8,001 | 2021-01 → 2021-01 |
| FSKR | FS KKR Capital Corp. II (FSKR) | — | 1 | 1 / 0 | $8,001 | 2021-01 → 2021-01 |
| SU | Suncor Energy Inc. Common Stock (SU) | Oil & Gas | 2 | 1 / 1 | $16,001 | 2020-07 → 2020-11 |
| OTIS | Otis Worldwide Corp | Electronics | 1 | 0 / 1 | $8,001 | 2020-07 → 2020-07 |
| WPX | WPX Energy, Inc. | — | 2 | 2 / 0 | $207,501 | 2020-03 → 2020-03 |
| NGL | NGL ENERGY PARTNERS LP Common Units rep… | Utilities | 5 | 4 / 1 | $64,503 | 2019-05 → 2020-02 |
| BBBY | bed bath & beyond Inc. (bbbY) | — | 1 | 0 / 1 | $8,001 | 2020-02 → 2020-02 |
| FTSM | First Trust Enhanced short Maturity ETF… | — | 1 | 1 / 0 | $175,001 | 2020-02 → 2020-02 |
| WBA | Walgreens Boots Alliance, Inc. - Common… | — | 1 | 0 / 1 | $8,001 | 2020-02 → 2020-02 |
| QSY | WisdomTree u.s. Quality shareholder Yie… | — | 1 | 1 / 0 | $8,001 | 2020-02 → 2020-02 |
| CLNC | Colony Credit Real Estate, Inc. Class a… | — | 12 | 11 / 1 | $263,006 | 2018-12 → 2019-12 |
| SLB | Schlumberger N.V. | Oil & Gas | 1 | 0 / 1 | $32,501 | 2019-12 → 2019-12 |
| CL | Colgate-Palmolive Company | Chemicals | 2 | 2 / 0 | $40,501 | 2019-08 → 2019-10 |
| DEO | Diageo Plc ADR | Food & Beverage | 1 | 1 / 0 | $8,001 | 2019-10 → 2019-10 |
| UTX | Raytheon Technologies Corporation | — | 1 | 1 / 0 | $8,001 | 2019-10 → 2019-10 |
| RHT | Red Hat, Inc. | — | 1 | 0 / 1 | $32,501 | 2019-07 → 2019-07 |
| CCT | Corporate Capital Trust, Inc. (CCT) | — | 1 | 0 / 0 | $175,001 | 2018-12 → 2018-12 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2025 | -1.1% | 14 | $1,009,007 |
| 2024 | -2.4% | 53 | $1,375,027 |
| 2023 | -21.0% | 116 | $4,042,558 |
| 2022 | -5.4% | 85 | $1,835,543 |
| 2021 | +2.0% | 139 | $12,338,571 |
| 2020 | +6.8% | 86 | $1,241,546 |
| 2019 | -0.8% | 48 | $957,025 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2026-07-02 | XOM | Exxon Mobil Corporation Common Stock (XOM) | exchange | $100,001 – $250,000 | joint | record |
| 2026-07-02 | XOM | Exxon Mobil Corporation Common Stock (XOM) | exchange | $100,001 – $250,000 | joint | record |
| 2026-06-29 | HONAV | Honeywell Aerospace Inc. - Common Stock (HONAV) | exchange | $15,001 – $50,000 | joint | record |
| 2026-05-08 | DVN | Devon Energy Corporation Common Stock (DVN) | exchange | $15,001 – $50,000 | joint | record |
| 2026-05-08 | DVN | Devon Energy Corporation Common Stock (DVN) | exchange | $15,001 – $50,000 | self | record |
| 2026-05-08 | CTRA | Coterra Energy Inc. Common Stock (CTRA) | exchange | $15,001 – $50,000 | self | record |
| 2026-05-08 | CTRA | Coterra Energy Inc. Common Stock (CTRA) | exchange | $15,001 – $50,000 | joint | record |
| 2026-05-06 | — | MORGAN STANLEY FIN LLC MTN ZERO CPN | sell | $1,000,001 – $5,000,000 | self | record |
| 2026-04-29 | — | Goldman Sachs MTN 4/29/2030 | sell | $250,001 – $500,000 | joint | record |
| 2026-03-24 | EXAS | Exact Sciences Corporation - Common Stock (EXAS) | sell | $1,001 – $15,000 | child | record |
| 2026-03-18 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | sell | $500,001 – $1,000,000 | joint | record |
| 2026-03-17 | IVZ | Invesco Ltd Common Stock (IVZ) | sell | $15,001 – $50,000 | joint | record |
| 2026-03-17 | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) | sell | $15,001 – $50,000 | joint | record |
| 2026-03-17 | CTSH | Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) | sell | $15,001 – $50,000 | joint | record |
| 2026-03-17 | MUA | Blackrock MuniAssets Fund, Inc Common Stock (MUA) | sell | $50,001 – $100,000 | joint | record |
| 2026-03-17 | BDX | Becton, Dickinson and Company Common Stock (BDX) | sell | $15,001 – $50,000 | joint | record |
| 2026-03-16 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $250,001 – $500,000 | joint | record |
| 2026-03-05 | ICLR | ICON plc - Ordinary Shares (ICLR) | sell | $100,001 – $250,000 | joint | record |
| 2026-02-09 | WAT | Waters Corporation Common Stock (WAT) | exchange | $1,001 – $15,000 | joint | record |
| 2026-01-07 | — | ROYAL BANK OF CANADA 31F DUE 01/10/31 | buy | $250,001 – $500,000 | joint | record |
| 2025-12-23 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | sell | $250,001 – $500,000 | joint | record |
| 2025-10-28 | STX | Seagate Technology Holdings PLC - Ordinary Shares (STX) | sell | $15,001 – $50,000 | self | record |
| 2025-10-28 | ORLY | O'Reilly Automotive, Inc. - Common Stock (ORLY) | sell | $1,001 – $15,000 | joint | record |
| 2025-10-28 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $15,001 – $50,000 | joint | record |
| 2025-10-28 | HD | Home Depot, Inc. (HD) | sell | $1,001 – $15,000 | self | record |
| 2025-10-28 | CSX | CSX Corporation (CSX) | sell | $15,001 – $50,000 | self | record |
| 2025-10-28 | BSX | Boston Scientific Corporation Common Stock (BSX) | sell | $15,001 – $50,000 | joint | record |
| 2025-10-27 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $100,001 – $250,000 | joint | record |
| 2025-10-23 | MCD | McDonald's Corporation Common Stock (MCD) | sell | $100,001 – $250,000 | joint | record |
| 2025-10-23 | MCD | McDonald's Corporation Common Stock (MCD) | sell | $1,001 – $15,000 | joint | record |
| 2025-10-10 | — | RBC 11.25% 30F DUE 10/16/30 | buy | $1,000,001 – $5,000,000 | joint | record |
| 2025-10-10 | — | RBC 11.25% 30F DUE 10/16/30 | buy | $500,001 – $1,000,000 | joint | record |
| 2025-10-09 | — | BNP Paribas MTN 4/9/2030 | sell | $1,000,001 – $5,000,000 | joint | record |
| 2025-10-09 | — | BNP Paribas MTN 4/9/2030 | sell | $250,001 – $500,000 | joint | record |
| 2025-10-06 | — | Seagate Technology Holdings PLC - | sell | $15,001 – $50,000 | self | record |
| 2025-10-06 | ETN | Eaton Corporation, PLC Ordinary Shares (ETN) | sell | $15,001 – $50,000 | self | record |
| 2025-09-26 | MSFT | Microsoft Corporation - Common Stock (MSFT) | sell | $15,001 – $50,000 | joint | record |
| 2025-09-26 | MASI | Masimo Corporation - Common Stock (MASI) | sell | $15,001 – $50,000 | joint | record |
| 2025-09-26 | HD | Home Depot, Inc. (HD) | sell | $15,001 – $50,000 | joint | record |
| 2025-09-26 | ACN | Accenture plc Class A Ordinary Shares (ACN) | sell | $15,001 – $50,000 | joint | record |
| 2025-04-24 | — | Goldman Sachs MTN 4/29/2030 | buy | $250,001 – $500,000 | joint | record |
| 2025-04-04 | — | BNP Paribas MTN 4/9/2030 | buy | $1,000,001 – $5,000,000 | joint | record |
| 2025-04-04 | — | BNP Paribas MTN 4/9/2030 | buy | $250,001 – $500,000 | joint | record |
| 2025-03-31 | — | MORGAN STANLEY FIN LLC MTN ZERO CPN | sell | $500,001 – $1,000,000 | joint | record |
| 2025-01-29 | — | FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS I | buy | $100,001 – $250,000 | joint | record |
| 2024-12-31 | JNJ | Johnson & Johnson Common Stock (JNJ) | sell | $100,001 – $250,000 | joint | record |
| 2024-12-31 | INTC | Intel Corporation - Common Stock (INTC) | sell | $50,001 – $100,000 | joint | record |
| 2024-12-31 | EL | Estee Lauder Companies, Inc. (EL) | sell | $15,001 – $50,000 | joint | record |
| 2024-12-31 | DXCM | DexCom, Inc. - Common Stock (DXCM) | sell | $50,001 – $100,000 | joint | record |
| 2024-12-31 | DVN | Devon Energy Corporation Common Stock (DVN) | sell | $250,001 – $500,000 | joint | record |
| 2024-12-31 | AGCO | AGCO Corporation Common Stock (AGCO) | sell | $50,001 – $100,000 | joint | record |
| 2024-12-12 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2024-12-10 | XOM | Exxon Mobil Corporation Common Stock (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2024-12-03 | — | Citigroup MTN 9/1/2026 | sell | $500,001 – $1,000,000 | joint | record |
| 2024-11-18 | — | FEDERAL FARM CREDIT BANKS | sell | $100,001 – $250,000 | joint | record |
| 2024-10-29 | MCD | McDonald's Corporation Common Stock (MCD) | buy | $100,001 – $250,000 | joint | record |
| 2024-10-03 | — | UNITED STATES TREAS BILLS | sell | $1,000,001 – $5,000,000 | joint | record |
| 2024-10-03 | — | UNITED STATES TREAS BILLS | sell | $100,001 – $250,000 | joint | record |
| 2024-09-23 | — | Citigroup MTN 9/1/2026 | sell | $250,001 – $500,000 | joint | record |
| 2024-07-26 | — | Barclays Bank Series A MTN 1/22/27 | sell | $250,001 – $500,000 | joint | record |
| 2024-07-19 | — | Bank of Montreal MTN 4/19/27 | sell | $250,001 – $500,000 | joint | record |
| 2024-07-08 | — | Inland Real Estate Income Trust | buy | $1,001 – $15,000 | joint | record |
| 2024-07-08 | CB | Chubb Limited Common Stock (CB) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-28 | LMT | Lockheed Martin Corporation Common Stock (LMT) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-28 | DVN | Devon Energy Corporation Common Stock (DVN) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-28 | DVN | Devon Energy Corporation Common Stock (DVN) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-25 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-24 | WMB | Williams Companies, Inc. (WMB) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-21 | LIN | Linde plc - Ordinary Shares (LIN) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-20 | AGCO | AGCO Corporation Common Stock (AGCO) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-17 | NEE | NextEra Energy, Inc. Common Stock (NEE) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-13 | RTX | RTX Corporation Common Stock (RTX) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-13 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-13 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-10 | ROK | Rockwell Automation, Inc. Common Stock (ROK) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-10 | XOM | Exxon Mobil Corporation Common Stock (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-10 | XOM | Exxon Mobil Corporation Common Stock (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-10 | EMR | Emerson Electric Company Common Stock (EMR) | buy | $1,001 – $15,000 | joint | record |
| 2024-06-04 | JNJ | Johnson & Johnson Common Stock (JNJ) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-21 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-21 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-17 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-16 | — | US Treas Bills 05/16/2024 | sell | $500,001 – $1,000,000 | joint | record |
| 2024-05-15 | OKE | ONEOK, Inc. Common Stock (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-15 | OKE | ONEOK, Inc. Common Stock (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-15 | MMC | Marsh & McLennan Companies, Inc. Common Stock (MMC) | buy | $1,001 – $15,000 | joint | record |
| 2024-05-03 | PXD | Pioneer Natural Resources Company Common Stock (PXD) | exchange | $100,001 – $250,000 | joint | record |
| 2024-05-03 | XOM | Exxon Mobil Corporation Common Stock (XOM) | exchange | $100,001 – $250,000 | joint | record |
| 2024-04-30 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | buy | $1,001 – $15,000 | joint | record |
| 2024-04-24 | — | TORONTO DOMINION BANK SER E | buy | $250,001 – $500,000 | joint | record |
| 2024-04-08 | — | Inland Real Estate Income Trust | buy | $1,001 – $15,000 | joint | record |
| 2024-03-29 | LMT | Lockheed Martin Corporation Common Stock (LMT) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-28 | LIN | Linde plc - Ordinary Shares (LIN) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-28 | DVN | Devon Energy Corporation Common Stock (DVN) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-28 | DVN | Devon Energy Corporation Common Stock (DVN) | buy | $15,001 – $50,000 | joint | record |
| 2024-03-25 | WMB | Williams Companies, Inc. (WMB) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-22 | PXD | Pioneer Natural Resources Company Common Stock (PXD) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-21 | RTX | RTX Corporation Common Stock (RTX) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-21 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-21 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-19 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-15 | NEE | NextEra Energy, Inc. Common Stock (NEE) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-11 | ROK | Rockwell Automation, Inc. Common Stock (ROK) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-11 | XOM | Exxon Mobil Corporation Common Stock (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-11 | EMR | Emerson Electric Company Common Stock (EMR) | buy | $1,001 – $15,000 | joint | record |
| 2024-03-05 | JNJ | Johnson & Johnson Common Stock (JNJ) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-23 | — | CITIGROUP GLOBAL MKTS HLDGS | sell | $250,001 – $500,000 | joint | record |
| 2024-02-20 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-15 | MMC | Marsh & McLennan Companies, Inc. Common Stock (MMC) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-14 | OKE | ONEOK, Inc. Common Stock (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-14 | OKE | ONEOK, Inc. Common Stock (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-13 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | buy | $1,001 – $15,000 | joint | record |
| 2024-02-13 | TXN | Texas Instruments Incorporated - Common Stock (TXN) | buy | $1,001 – $15,000 | joint | record |
| 2024-01-31 | JPM | JP Morgan Chase & Co. Common Stock (JPM) | buy | $1,001 – $15,000 | joint | record |
| 2024-01-12 | COST | Costco Wholesale Corporation - Common Stock (COST) | buy | $1,001 – $15,000 | joint | record |
| 2024-01-05 | — | Inland Real Estate Income Trust | buy | $1,001 – $15,000 | joint | record |
| 2024-01-02 | VUZI | Vuzix Corporation (VUZI) | sell | $1,001 – $15,000 | child | record |
| 2024-01-02 | EXAS | Exact Sciences Corporation - Common Stock (EXAS) | sell | $1,001 – $15,000 | child | record |
| 2023-12-29 | LMT | Lockheed Martin Corporation (LMT) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-29 | DVN | Devon Energy Corporation (DVN) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-29 | DVN | Devon Energy Corporation (DVN) | buy | $15,001 – $50,000 | joint | record |
| 2023-12-26 | WMB | Williams Companies, Inc. (WMB) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-22 | PXD | Pioneer Natural Resources Company (PXD) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-18 | LIN | Linde plc - Ordinary Shares (LIN) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-15 | NEE | NextEra Energy, Inc. (NEE) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-14 | RTX | RTX Corporation (RTX) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-14 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-14 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-12 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-11 | ROK | Rockwell Automation, Inc. (ROK) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-11 | XOM | Exxon Mobil Corporation (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-11 | EMR | Emerson Electric Company (EMR) | buy | $1,001 – $15,000 | joint | record |
| 2023-12-08 | CCLD | CareCloud, Inc. (CCLD) | sell | $1,001 – $15,000 | child | record |
| 2023-12-05 | JNJ | Johnson & Johnson (JNJ) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-30 | — | UNITED STATES TREAS BILLS | sell | $500,001 – $1,000,000 | joint | record |
| 2023-11-15 | MMC | Marsh & McLennan Companies, Inc. (MMC) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-15 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-14 | TXN | Texas Instruments Incorporated (TXN) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-14 | — | Texas Instruments Incorporated | buy | $1,001 – $15,000 | joint | record |
| 2023-11-14 | OKE | ONEOK, Inc. (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-14 | OKE | ONEOK, Inc. (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2023-11-06 | — | FEDL HOME LN MTG CRP 11/6/2023 | sell | $100,001 – $250,000 | joint | record |
| 2023-10-31 | JPM | JP Morgan Chase & Co. (JPM) | buy | $1,001 – $15,000 | joint | record |
| 2023-10-11 | VOD | Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD) | sell | $1,001 – $15,000 | self | record |
| 2023-10-11 | — | UNITED STATES TREAS BILLS | buy | $50,001 – $100,000 | joint | record |
| 2023-10-11 | — | UNITED STATES TREAS BILLS | buy | $500,001 – $1,000,000 | joint | record |
| 2023-10-11 | CMP | Compass Minerals Intl Inc (CMP) | sell | $1,001 – $15,000 | self | record |
| 2023-10-06 | — | Inland Real Estate Income Trust | buy | $1,001 – $15,000 | joint | record |
| 2023-09-29 | DVN | Devon Energy Corporation (DVN) | buy | $15,001 – $50,000 | joint | record |
| 2023-09-29 | DVN | Devon Energy Corporation (DVN) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-26 | MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | exchange | $50,001 – $100,000 | joint | record |
| 2023-09-26 | MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | exchange | $500,001 – $1,000,000 | joint | record |
| 2023-09-25 | WMB | Williams Companies, Inc. (WMB) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-25 | MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-21 | PXD | Pioneer Natural Resources Company (PXD) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-19 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-19 | LIN | Linde plc Ordinary Shares (LIN) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-15 | NEE | NextEra Energy, Inc. (NEE) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-14 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-14 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-11 | ROK | Rockwell Automation, Inc. (ROK) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-11 | XOM | Exxon Mobil Corporation (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-11 | EMR | Emerson Electric Company (EMR) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-07 | RTX | RTX Corporation (RTX) | buy | $1,001 – $15,000 | joint | record |
| 2023-09-07 | JNJ | Johnson & Johnson (JNJ) | buy | $1,001 – $15,000 | joint | record |
| 2023-08-31 | — | US TREAS BILLS 08/31/2023 | sell | $500,001 – $1,000,000 | joint | record |
| 2023-08-17 | — | CITIGROUP GLOBAL MKTS HLDGS | buy | $500,001 – $1,000,000 | joint | record |
| 2023-08-15 | TXN | Texas Instruments Incorporated (TXN) | buy | $1,001 – $15,000 | joint | record |
| 2023-08-15 | MMC | Marsh & McLennan Companies, Inc. (MMC) | buy | $1,001 – $15,000 | joint | record |
| 2023-08-15 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | joint | record |
| 2023-08-14 | OKE | ONEOK, Inc. (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2023-08-14 | MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | buy | $1,001 – $15,000 | joint | record |
| 2023-07-31 | JPM | JP Morgan Chase & Co. (JPM) | buy | $1,001 – $15,000 | joint | record |
| 2023-07-28 | — | CITIGROUP GLOBAL MKTS HLDGS | sell | $250,001 – $500,000 | joint | record |
| 2023-07-20 | — | UNITED STATES TREAS BILLS | sell | $100,001 – $250,000 | joint | record |
| 2023-07-17 | — | FS Energy & Power Fund Common | buy | $1,001 – $15,000 | joint | record |
| 2023-07-13 | — | Inland Real Estate Income Trust | buy | $1,001 – $15,000 | joint | record |
| 2023-06-30 | DVN | Devon Energy Corporation (DVN) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-30 | DVN | Devon Energy Corporation (DVN) | buy | $15,001 – $50,000 | joint | record |
| 2023-06-27 | UNH | UnitedHealth Group Incorporated Common Stock (UNH) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-26 | WMB | Williams Companies, Inc. (WMB) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-23 | LMT | Lockheed Martin Corporation (LMT) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-21 | PXD | Pioneer Natural Resources Company (PXD) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-20 | ARGO | Argo Group International Holdings, Ltd. (ARGO) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-16 | LIN | Linde plc Ordinary Shares (LIN) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-15 | RTX | Raytheon Technologies Corporation (RTX) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-15 | NEE | NextEra Energy, Inc. (NEE) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-15 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-15 | HD | Home Depot, Inc. (HD) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-12 | ROK | Rockwell Automation, Inc. (ROK) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-09 | XOM | Exxon Mobil Corporation (XOM) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-09 | EMR | Emerson Electric Company (EMR) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-06 | JNJ | Johnson & Johnson (JNJ) | buy | $1,001 – $15,000 | joint | record |
| 2023-06-01 | — | United States T-Bill 6/1/2023 | sell | $500,001 – $1,000,000 | joint | record |
| 2023-06-01 | — | United States T-Bill 5/16/2024 | buy | $500,001 – $1,000,000 | joint | record |
| 2023-05-17 | ACN | Accenture plc Class A Ordinary Shares (ACN) | buy | $1,001 – $15,000 | joint | record |
| 2023-05-16 | TXN | Texas Instruments Incorporated (TXN) | buy | $1,001 – $15,000 | joint | record |
| 2023-05-15 | OKE | ONEOK, Inc. (OKE) | buy | $1,001 – $15,000 | joint | record |
| 2023-05-15 | MMP | Magellan Midstream Partners L.P. Limited Partnership (MMP) | buy | $1,001 – $15,000 | joint | record |
| 2023-05-11 | ABB | ABB Ltd (ABB) | buy | $1,001 – $15,000 | joint | record |