Kevin Hern
R-OK-1 Representative for Oklahoma’s 1st district Republican In Congress since 2018
- 297trades · 3 yrs
- 107buys
- 178sells
- 22dmedian wait
- 0filed late
Kevin Hern disclosed 297 trades made since Oct 4, 2023: 107 buys and 178 sales. The most traded name was HD (16 trades). 247 of them were a spouse's or joint account's. The latest, made Sep 15, 2026, was filed Sep 25, 2026.
Trades over time
Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date
Buys
Sells
Trades
297 trades since Oct 4, 2023 · newest first · 37 in an industry a committee of theirs oversees
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TJXTJX Companies, Inc.Sell$1K–$15KTraded Sep 15Filed Sep 25 10d
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STESTERIS plcSell$15K–$50KTraded Sep 15Filed Sep 25 10d
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STXSeagate Technology Holdings PLC - Ordinary SharesSell · part$1K–$15KTraded Sep 15Filed Sep 25 10d
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OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 01/01/2034 REV BDS CAPITOL REPAIR PROJ SER. 2019 CBuy$15K–$50KTraded Sep 15Filed Sep 25 10d
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MUSKOGEE CNTY OKLA PUB SAFETY AUTH CAP 04.00000% 12/01/2028 IMPT REV BDS SER. 2025Buy$15K–$50KTraded Sep 15Filed Sep 25 10d
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GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 SER.2014ABuy$15K–$50KTraded Sep 15Filed Sep 25 10d
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CNPCenterPoint Energy, IncSell$15K–$50KTraded Sep 15Filed Sep 25 10d
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AIOVirtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial InterestSell · part$15K–$50KTraded Sep 14Filed Sep 25 11d
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ROKRockwell Automation, Inc.Sell · part$15K–$50KTraded Sep 14Filed Sep 25 11d
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OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 DBuy$15K–$50KTraded Sep 14Filed Sep 25 11d
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OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 DBuy$15K–$50KTraded Sep 14Filed Sep 25 11d
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NEENextEra Energy, Inc.Sell · part$15K–$50KTraded Sep 14Filed Sep 25 11d
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MRSHMarshSell · part$1K–$15KTraded Sep 14Filed Sep 25 11d
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JACKSON CNTY OKLA FACS AUTH SALES TAX 02.25000% 10/01/2029 REV BDS COURTHOUSE PROJ SER. 2022Buy$15K–$50KTraded Sep 14Filed Sep 25 11d
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IQVIQVIA Holdings, Inc.Sell$15K–$50KTraded Sep 14Filed Sep 25 11d
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HDHome Depot, Inc.Sell$15K–$50KTraded Sep 14Filed Sep 25 11d
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HDHome Depot, Inc.Sell · part$1K–$15KTraded Sep 14Filed Sep 25 11d
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EMREmerson Electric CompanySell · part$15K–$50KTraded Sep 14Filed Sep 25 11d
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EMREmerson Electric CompanySell · part$1K–$15KTraded Sep 14Filed Sep 25 11d
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DVNDevon Energy CorporationSell · part$15K–$50KTraded Sep 14Filed Sep 25 11d
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CDNSCadence Design Systems, Inc.Sell · part$15K–$50KTraded Sep 14Filed Sep 25 11d
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OKEONEOK, Inc.Exchange$100K–$250KTraded Sep 11Filed Sep 25 14d
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OKEONEOK, Inc.Exchange$500K–$1MTraded Sep 11Filed Sep 25 14d
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UNHUnitedHealth Group IncorporatedSell$15K–$50KTraded Sep 10Filed Sep 25 15d
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NVONovo Nordisk A/SSell$1K–$15KTraded Sep 10Filed Sep 25 15d
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HDHome Depot, Inc.Sell · part$15K–$50KTraded Sep 10Filed Sep 25 15d
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ETNEaton Corporation, PLC Ordinary SharesSell · part$1K–$15KTraded Sep 10Filed Sep 25 15d
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TULSA OKLA MET UTIL AUTH UTIL REV UTIL 03.00000% 04/01/2029 REV BDS SER. ABuy$15K–$50KTraded Sep 9Filed Sep 25 16d
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PTCPTC Inc.Sell$50K–$100KTraded Sep 9Filed Sep 25 16d
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MRSHMarshSell · part$100K–$250KTraded Sep 9Filed Sep 25 16d
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ITWIllinois Tool Works Inc.Sell$15K–$50KTraded Sep 9Filed Sep 25 16d
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BSXBoston Scientific CorporationSell$50K–$100KTraded Sep 9Filed Sep 25 16d
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IQVIQVIA Holdings, Inc.Sell$1K–$15KTraded Sep 8Filed Sep 25 17d
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ETVEaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial InterestSell$1K–$15KTraded Sep 8Filed Sep 25 17d
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ARBUCKLE MEM HOSP AUTH OKLA SALES TAX 03.00000% 01/01/2027 REV BDS SER. 2018Buy$15K–$50KTraded Sep 8Filed Sep 25 17d
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AAPLApple Inc.Sell · part$1K–$15KTraded Sep 8Filed Sep 25 17d
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AAPLApple Inc.Sell · part$1K–$15KTraded Sep 8Filed Sep 25 17d
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OKEONEOK, Inc.Sell · part$15K–$50KTraded Sep 4Filed Sep 25 21d
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OKLAHOMA CITY OKLA ARPT TRUST JR LIEN 05.00000% 07/01/2034 TAX EXEMPT BDS SER. 33Buy$50K–$100KTraded Sep 4Filed Sep 25 21d
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ITWIllinois Tool Works Inc.Sell · part$50K–$100KTraded Sep 4Filed Sep 25 21d
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DVNDevon Energy CorporationSell · part$100K–$250KTraded Sep 4Filed Sep 25 21d
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BSXBoston Scientific CorporationSell · part$50K–$100KTraded Sep 4Filed Sep 25 21d
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VUZIVuzix CorporationSell$1K–$15KTraded Sep 3Filed Sep 25 22d
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VUZIVuzix CorporationSell$1K–$15KTraded Sep 3Filed Sep 25 22d
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AIOVirtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial InterestSell$1K–$15KTraded Sep 3Filed Sep 25 22d
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JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2030Buy$15K–$50KTraded Sep 3Filed Sep 25 22d
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JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2028Buy$15K–$50KTraded Sep 3Filed Sep 25 22d
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IQVIQVIA Holdings, Inc.Sell$1K–$15KTraded Sep 3Filed Sep 25 22d
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BSXBoston Scientific CorporationSell$1K–$15KTraded Sep 3Filed Sep 25 22d
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BSXBoston Scientific CorporationSell$1K–$15KTraded Sep 3Filed Sep 25 22d
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BSXBoston Scientific CorporationSell$1K–$15KTraded Sep 3Filed Sep 25 22d
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TJXTJX Companies, Inc.Sell · part$15K–$50KTraded Sep 2Filed Sep 25 23d
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SBUXStarbucks CorporationSell · part$1K–$15KTraded Sep 2Filed Sep 25 23d
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ROKRockwell Automation, Inc.Sell · part$15K–$50KTraded Sep 2Filed Sep 25 23d
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ROKRockwell Automation, Inc.Sell · part$15K–$50KTraded Sep 2Filed Sep 25 23d
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ORLYO'Reilly Automotive, Inc.Sell · part$15K–$50KTraded Sep 2Filed Sep 25 23d
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NEENextEra Energy, Inc.Sell · part$1K–$15KTraded Sep 2Filed Sep 25 23d
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MRSHMarshSell · part$1K–$15KTraded Sep 2Filed Sep 25 23d
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LOWLowe's Companies, Inc.Sell · part$1K–$15KTraded Sep 2Filed Sep 25 23d
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LMTLockheed Martin CorporationSell$15K–$50KTraded Sep 2Filed Sep 25 23d
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LMTLockheed Martin CorporationSell · part$15K–$50KTraded Sep 2Filed Sep 25 23d
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LINLinde plc - Ordinary SharesSell$15K–$50KTraded Sep 2Filed Sep 25 23d
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ITWIllinois Tool Works Inc.Sell · part$15K–$50KTraded Sep 2Filed Sep 25 23d
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HDHome Depot, Inc.Sell · part$15K–$50KTraded Sep 2Filed Sep 25 23d
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DVNDevon Energy CorporationSell · part$100K–$250KTraded Sep 2Filed Sep 25 23d
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DHRDanaher CorporationSell · part$1K–$15KTraded Sep 2Filed Sep 25 23d
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CLColgate-Palmolive CompanySell · part$1K–$15KTraded Sep 2Filed Sep 25 23d
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CDNSCadence Design Systems, Inc.Sell · part$15K–$50KTraded Sep 2Filed Sep 25 23d
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AIOVirtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial InterestSell · part$15K–$50KTraded Aug 31Filed Sep 25 25d
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TJXTJX Companies, Inc.Sell · part$15K–$50KTraded Aug 31Filed Sep 25 25d
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PTCPTC Inc.Sell$50K–$100KTraded Aug 31Filed Sep 25 25d
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PRGSProgress Software CorporationSell$15K–$50KTraded Aug 31Filed Sep 25 25d
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ORLYO'Reilly Automotive, Inc.Sell · part$15K–$50KTraded Aug 31Filed Sep 25 25d
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OKEONEOK, Inc.Sell · part$50K–$100KTraded Aug 31Filed Sep 25 25d
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NVONovo Nordisk A/SSell · part$1K–$15KTraded Aug 31Filed Sep 25 25d
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LINLinde plc - Ordinary SharesSell · part$15K–$50KTraded Aug 31Filed Sep 25 25d
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ITWIllinois Tool Works Inc.Sell$15K–$50KTraded Aug 31Filed Sep 25 25d
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HONHoneywell International Inc.Sell$15K–$50KTraded Aug 31Filed Sep 25 25d
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HDHome Depot, Inc.Sell · part$15K–$50KTraded Aug 31Filed Sep 25 25d
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FFord Motor CompanySell$1K–$15KTraded Aug 31Filed Sep 25 25d
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XOMExxonMobil Holdings CorporationSell · part$100K–$250KTraded Aug 31Filed Sep 25 25d
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DVNDevon Energy CorporationSell$15K–$50KTraded Aug 31Filed Sep 25 25d
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DVNDevon Energy CorporationSell · part$100K–$250KTraded Aug 31Filed Sep 25 25d
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DHRDanaher CorporationSell$15K–$50KTraded Aug 31Filed Sep 25 25d
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CSXCSX CorporationSell · part$1K–$15KTraded Aug 31Filed Sep 25 25d
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CXTCrane NXT, Co.Sell$15K–$50KTraded Aug 31Filed Sep 25 25d
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CRCrane CompanySell$50K–$100KTraded Aug 31Filed Sep 25 25d
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CLColgate-Palmolive CompanySell$1K–$15KTraded Aug 31Filed Sep 25 25d
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KOCoca-Cola CompanyBuy$1K–$15KTraded Aug 31Filed Sep 25 25d
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CBChubb LimitedBuy$1K–$15KTraded Aug 31Filed Sep 25 25d
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RABrookfield Real Assets Income Fund Inc.Sell$15K–$50KTraded Aug 31Filed Sep 25 25d
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BSXBoston Scientific CorporationSell$15K–$50KTraded Aug 31Filed Sep 25 25d
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WMTWalmart Inc.Sell · part$1K–$15KTraded Aug 27Filed Sep 25 29d
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TJXTJX Companies, Inc.Sell · part$1K–$15KTraded Aug 27Filed Sep 25 29d
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PBAPembina Pipeline Corp. Ordinary SharesSell$15K–$50KTraded Aug 27Filed Sep 25 29d
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NVSNovartis AGSell$15K–$50KTraded Aug 27Filed Sep 25 29d
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HDHome Depot, Inc.Sell$1K–$15KTraded Aug 27Filed Sep 25 29d
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CSXCSX CorporationSell · part$1K–$15KTraded Aug 27Filed Sep 25 29d
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CLColgate-Palmolive CompanySell · part$1K–$15KTraded Aug 27Filed Sep 25 29d
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PGProcter & Gamble CompanySell$50K–$100KTraded Aug 24Filed Sep 1 8d
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MDTMedtronic plc. Ordinary SharesSell$15K–$50KTraded Aug 24Filed Sep 1 8d
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MRSHMarshSell$1K–$15KTraded Aug 24Filed Sep 1 8d
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LOWLowe's Companies, Inc.Sell$1K–$15KTraded Aug 24Filed Sep 1 8d
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HDHome Depot, Inc.Sell · part$50K–$100KTraded Aug 24Filed Sep 1 8d
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CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029Buy$100K–$250KTraded Aug 24Filed Sep 1 8d
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VLTOVeralto CorpSell$1K–$15KTraded Aug 21Filed Sep 1 11d
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MSFTMicrosoft CorporationSell · part$15K–$50KTraded Aug 21Filed Sep 1 11d
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HONAHoneywell Aerospace Inc.Sell$15K–$50KTraded Aug 19Filed Sep 1 13d
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CLColgate-Palmolive CompanySell$1K–$15KTraded Aug 19Filed Sep 1 13d
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KMBKimberly-Clark CorporationSell$1K–$15KTraded Aug 18Filed Sep 1 14d
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BIIBBiogen Inc.Sell$1K–$15KTraded Aug 18Filed Sep 1 14d
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BUDAnheuser-Busch Inbev SA Sponsored ADRSell$1K–$15KTraded Aug 18Filed Sep 1 14d
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VLTOVeralto CorpSell · part$1K–$15KTraded Aug 14Filed Sep 1 18d
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ICLRICON plc - Ordinary SharesSell · part$15K–$50KTraded Aug 14Filed Sep 1 18d
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CARRCarrier Global CorporationSell$1K–$15KTraded Aug 14Filed Sep 1 18d
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ADBEAdobe Inc.Sell · part$15K–$50KTraded Aug 14Filed Sep 1 18d
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WATWaters CorporationSell$1K–$15KTraded Aug 13Filed Sep 1 19d
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NKENike, Inc.Sell · part$1K–$15KTraded Aug 13Filed Sep 1 19d
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HRLHormel Foods CorporationSell$1K–$15KTraded Aug 13Filed Sep 1 19d
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GAPGap, Inc.Sell$1K–$15KTraded Aug 13Filed Sep 1 19d
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BABoeing CompanySell$15K–$50KTraded Aug 13Filed Sep 1 19d
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BABoeing CompanySell$1K–$15KTraded Aug 13Filed Sep 1 19d
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DISWalt Disney CompanySell$15K–$50KTraded Aug 10Filed Sep 1 22d
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VLTOVeralto CorpSell$1K–$15KTraded Aug 10Filed Sep 1 22d
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OTISOtis Worldwide CorporationSell$1K–$15KTraded Aug 10Filed Sep 1 22d
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SOLSSolstice Advanced Materials Inc.Sell$1K–$15KTraded Aug 5Filed Sep 1 27d
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PGProcter & Gamble CompanySell$1K–$15KTraded Aug 5Filed Sep 1 27d
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ALCAlcon Inc. Ordinary SharesSell$1K–$15KTraded Aug 5Filed Sep 1 27d
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VSNTVersant Media Group, Inc.Sell$1K–$15KTraded Aug 5Filed Aug 12 7d
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OGNOrganon & Co.Sell$1K–$15KTraded Aug 5Filed Aug 12 7d
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MDLZMondelez International, Inc.Sell$1K–$15KTraded Aug 5Filed Aug 10 5d
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KVUEKenvue Inc.Sell$1K–$15KTraded Aug 5Filed Aug 10 5d
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ELEstee Lauder Companies, Inc.Sell$1K–$15KTraded Aug 5Filed Aug 10 5d
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DEODiageo plcSell$1K–$15KTraded Aug 5Filed Aug 10 5d
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CMCSAComcast CorporationSell$1K–$15KTraded Aug 5Filed Aug 10 5d
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TULSA CNTY OKLA INDPT SCH DIST NO 02.00000% 09/01/2026Buy$100K–$250KTraded Jul 24Filed Aug 10 17d
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CADDO CNTY OKLA GOVERNMENTAL BLDG 05.00000% 09/01/2030Buy$50K–$100KTraded Jul 24Filed Aug 10 17d
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KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.00000% 03/01/2031Buy$100K–$250KTraded Jul 20Filed Aug 10 21d
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GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029Buy$15K–$50KTraded Jul 20Filed Aug 10 21d
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OKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000% 12/01/2028Buy$15K–$50KTraded Jul 17Filed Aug 10 24d
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LAWTON OKLA GO BDS SER. 2019 02.00000% 12/01/2027Buy$15K–$50KTraded Jul 17Filed Aug 10 24d
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EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% 07/01/2033Buy$15K–$50KTraded Jul 16Filed Aug 10 25d
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XOMExxon Mobil CorporationExchange$100K–$250KTraded Jul 2Filed Jul 16 14d
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XOMExxon Mobil CorporationExchange$100K–$250KTraded Jul 2Filed Jul 16 14d
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HONAVHoneywell Aerospace Inc.Exchange$15K–$50KTraded Jun 29Filed Jul 16 17d
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DVNDevon Energy CorporationExchange$15K–$50KTraded May 8Filed Jun 2 25d
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DVNDevon Energy CorporationExchange$15K–$50KTraded May 8Filed Jun 2 25d
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CTRACoterra Energy Inc.Exchange$15K–$50KTraded May 8Filed Jun 2 25d
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CTRACoterra Energy Inc.Exchange$15K–$50KTraded May 8Filed Jun 2 25d
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MORGAN STANLEY FIN LLC MTN ZERO CPNSell$1M–$5MTraded May 6Filed Jun 2 27d
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Goldman Sachs MTN 4/29/2030Sell$250K–$500KTraded Apr 29Filed May 5 6d
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EXASExact Sciences CorporationSell$1K–$15KTraded Mar 24Filed Apr 3 10d
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TROWT. Rowe Price Group, Inc.Sell$15K–$50KTraded Mar 20Filed Apr 3 14d
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PLDPrologis, Inc.Sell$50K–$100KTraded Mar 20Filed Apr 3 14d
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MDTMedtronic plc. Ordinary SharesSell$15K–$50KTraded Mar 20Filed Apr 3 14d
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TXNTexas Instruments IncorporatedSell$500K–$1MTraded Mar 18Filed Apr 3 16d
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SMASmartStop Self Storage REIT, Inc.Sell$500K–$1MTraded Mar 18Filed Apr 3 16d
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KVUEKenvue Inc.Sell$15K–$50KTraded Mar 17Filed Apr 3 17d
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IVZInvesco LtdSell$15K–$50KTraded Mar 17Filed Apr 3 17d
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CMCSAComcast CorporationSell$15K–$50KTraded Mar 17Filed Apr 3 17d
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CTSHCognizant Technology Solutions CorporationSell$15K–$50KTraded Mar 17Filed Apr 3 17d
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MUABlackrock MuniAssets Fund, IncSell$50K–$100KTraded Mar 17Filed Apr 3 17d
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BDXBecton, Dickinson and CompanySell$15K–$50KTraded Mar 17Filed Apr 3 17d
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PRGSProgress Software CorporationSell$50K–$100KTraded Mar 16Filed Apr 3 18d
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IQVIQVIA Holdings, Inc.Sell$50K–$100KTraded Mar 16Filed Apr 3 18d
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ACNAccenture plc Class A Ordinary SharesSell$250K–$500KTraded Mar 16Filed Apr 3 18d
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ICLRICON plc - Ordinary SharesSell$100K–$250KTraded Mar 5Filed Apr 3 29d
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WATWaters CorporationExchange$1K–$15KTraded Feb 9Filed Mar 6 25d
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ROYAL BANK OF CANADA 31F DUE 01/10/31Buy$250K–$500KTraded Jan 7Filed Feb 18 42d
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UNHUnitedHealth Group IncorporatedSell$250K–$500KTraded Dec 23, 2025Filed Jan 22 30d
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STXSeagate Technology Holdings PLC - Ordinary SharesSell · part$15K–$50KTraded Oct 28, 2025Filed Nov 16, 2025 19d
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ORLYO'Reilly Automotive, Inc.Sell · part$1K–$15KTraded Oct 28, 2025Filed Nov 16, 2025 19d
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MSFTMicrosoft CorporationSell · part$15K–$50KTraded Oct 28, 2025Filed Nov 16, 2025 19d
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HDHome Depot, Inc.Sell · part$1K–$15KTraded Oct 28, 2025Filed Nov 16, 2025 19d
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CSXCSX CorporationSell · part$15K–$50KTraded Oct 28, 2025Filed Nov 16, 2025 19d
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BSXBoston Scientific CorporationSell · part$15K–$50KTraded Oct 28, 2025Filed Nov 16, 2025 19d
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ACNAccenture plc Class A Ordinary SharesSell$100K–$250KTraded Oct 27, 2025Filed Nov 16, 2025 20d
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MCDMcDonald's CorporationSell$100K–$250KTraded Oct 23, 2025Filed Nov 16, 2025 24d
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MCDMcDonald's CorporationSell$1K–$15KTraded Oct 23, 2025Filed Nov 16, 2025 24d
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RBC 11.25% 30F DUE 10/16/30Buy$1M–$5MTraded Oct 10, 2025Filed Nov 16, 2025 37d
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RBC 11.25% 30F DUE 10/16/30Buy$500K–$1MTraded Oct 10, 2025Filed Nov 16, 2025 37d
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BNP Paribas MTN 4/9/2030Sell$1M–$5MTraded Oct 9, 2025Filed Nov 16, 2025 38d
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BNP Paribas MTN 4/9/2030Sell$250K–$500KTraded Oct 9, 2025Filed Nov 16, 2025 38d
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STXSeagate Technology Holdings PLC - Ordinary SharesSell · part$15K–$50KTraded Oct 6, 2025Filed Nov 16, 2025 41d
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ETNEaton Corporation, PLC Ordinary SharesSell · part$15K–$50KTraded Oct 6, 2025Filed Nov 16, 2025 41d
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MSFTMicrosoft CorporationSell · part$15K–$50KTraded Sep 26, 2025Filed Oct 16, 2025 20d
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MASIMasimo CorporationSell$15K–$50KTraded Sep 26, 2025Filed Oct 16, 2025 20d
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HDHome Depot, Inc.Sell · part$15K–$50KTraded Sep 26, 2025Filed Oct 16, 2025 20d
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ACNAccenture plc Class A Ordinary SharesSell · part$15K–$50KTraded Sep 26, 2025Filed Oct 16, 2025 20d
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Goldman Sachs MTN 4/29/2030Buy$250K–$500KTraded Apr 24, 2025Filed May 13, 2025 19d
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BNP Paribas MTN 4/9/2030Buy$1M–$5MTraded Apr 4, 2025Filed May 13, 2025 39d
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BNP Paribas MTN 4/9/2030Buy$250K–$500KTraded Apr 4, 2025Filed May 13, 2025 39d
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MORGAN STANLEY FIN LLC MTN ZERO CPNSell$500K–$1MTraded Mar 31, 2025Filed Apr 23, 2025 23d
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FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS IBuy$100K–$250KTraded Jan 29, 2025Filed Feb 14, 2025 16d
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JNJJohnson & JohnsonSell$100K–$250KTraded Dec 31, 2024Filed Jan 15, 2025 15d
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INTCIntel CorporationSell$50K–$100KTraded Dec 31, 2024Filed Jan 15, 2025 15d
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ELEstee Lauder Companies, Inc.Sell$15K–$50KTraded Dec 31, 2024Filed Jan 15, 2025 15d
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DXCMDexCom, Inc.Sell$50K–$100KTraded Dec 31, 2024Filed Jan 15, 2025 15d
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DVNDevon Energy CorporationSell · part$250K–$500KTraded Dec 31, 2024Filed Jan 15, 2025 15d
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AGCOAGCO CorporationSell$50K–$100KTraded Dec 31, 2024Filed Jan 15, 2025 15d
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HDHome Depot, Inc.Buy$1K–$15KTraded Dec 12, 2024Filed Jan 15, 2025 34d
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XOMExxon Mobil CorporationBuy$1K–$15KTraded Dec 10, 2024Filed Jan 15, 2025 36d
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Citigroup MTN 9/1/2026Sell$500K–$1MTraded Dec 3, 2024Filed Jan 15, 2025 43d
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FEDERAL FARM CREDIT BANKS FUNDING CORP 0.87500% 11/18/2024 BONDSell$100K–$250KTraded Nov 18, 2024Filed Dec 16, 2024 28d
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MCDMcDonald's CorporationBuy$100K–$250KTraded Oct 29, 2024Filed Nov 15, 2024 17d
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UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10/03/2024Sell$1M–$5MTraded Oct 3, 2024Filed Nov 15, 2024 43d
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UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10/03/2024Sell$100K–$250KTraded Oct 3, 2024Filed Nov 15, 2024 43d
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Citigroup MTN 9/1/2026Sell$250K–$500KTraded Sep 23, 2024Filed Oct 16, 2024 23d
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Barclays Bank Series A MTN 1/22/27Sell$250K–$500KTraded Jul 26, 2024Filed Aug 10, 2024 15d
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Bank of Montreal MTN 4/19/27Sell$250K–$500KTraded Jul 19, 2024Filed Aug 10, 2024 22d
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Inland Real Estate Income TrustBuy$1K–$15KTraded Jul 8, 2024Filed Aug 10, 2024 33d
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CBChubb LimitedBuy$1K–$15KTraded Jul 8, 2024Filed Aug 10, 2024 33d
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LMTLockheed Martin CorporationBuy$1K–$15KTraded Jun 28, 2024Filed Jul 15, 2024 17d
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DVNDevon Energy CorporationBuy$1K–$15KTraded Jun 28, 2024Filed Jul 15, 2024 17d
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DVNDevon Energy CorporationBuy$1K–$15KTraded Jun 28, 2024Filed Jul 15, 2024 17d
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UNHUnitedHealth Group IncorporatedBuy$1K–$15KTraded Jun 25, 2024Filed Jul 15, 2024 20d
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WMBWilliams Companies, Inc.Buy$1K–$15KTraded Jun 24, 2024Filed Jul 15, 2024 21d
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LINLinde plc - Ordinary SharesBuy$1K–$15KTraded Jun 21, 2024Filed Jul 15, 2024 24d
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AGCOAGCO CorporationBuy$1K–$15KTraded Jun 20, 2024Filed Jul 15, 2024 25d
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NEENextEra Energy, Inc.Buy$1K–$15KTraded Jun 17, 2024Filed Jul 15, 2024 28d
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RTXRTX CorporationBuy$1K–$15KTraded Jun 13, 2024Filed Jul 15, 2024 32d
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HDHome Depot, Inc.Buy$1K–$15KTraded Jun 13, 2024Filed Jul 15, 2024 32d
-
HDHome Depot, Inc.Buy$1K–$15KTraded Jun 13, 2024Filed Jul 15, 2024 32d
-
ROKRockwell Automation, Inc.Buy$1K–$15KTraded Jun 10, 2024Filed Jul 15, 2024 35d
-
XOMExxon Mobil CorporationBuy$1K–$15KTraded Jun 10, 2024Filed Jul 15, 2024 35d
-
XOMExxon Mobil CorporationBuy$1K–$15KTraded Jun 10, 2024Filed Jul 15, 2024 35d
-
EMREmerson Electric CompanyBuy$1K–$15KTraded Jun 10, 2024Filed Jul 15, 2024 35d
-
JNJJohnson & JohnsonBuy$1K–$15KTraded Jun 4, 2024Filed Jul 15, 2024 41d
-
TXNTexas Instruments IncorporatedBuy$1K–$15KTraded May 21, 2024Filed Jun 7, 2024 17d
-
TXNTexas Instruments IncorporatedBuy$1K–$15KTraded May 21, 2024Filed Jun 7, 2024 17d
-
ACNAccenture plc Class A Ordinary SharesBuy$1K–$15KTraded May 17, 2024Filed Jun 7, 2024 21d
-
US Treas Bills 05/16/2024Sell$500K–$1MTraded May 16, 2024Filed Jun 7, 2024 22d
-
OKEONEOK, Inc.Buy$1K–$15KTraded May 15, 2024Filed Jun 7, 2024 23d
-
OKEONEOK, Inc.Buy$1K–$15KTraded May 15, 2024Filed Jun 7, 2024 23d
-
MMCMarsh & McLennan Companies, Inc.Buy$1K–$15KTraded May 15, 2024Filed Jun 7, 2024 23d
-
PXDPioneer Natural Resources CompanyExchange$100K–$250KTraded May 3, 2024Filed Jun 7, 2024 35d
-
XOMExxon Mobil CorporationExchange$100K–$250KTraded May 3, 2024Filed Jun 7, 2024 35d
-
JPMJP Morgan Chase & Co.Buy$1K–$15KTraded Apr 30, 2024Filed May 12, 2024 12d
-
TORONTO DOMINION BANK SER E NOTE 04/27/2029Buy$250K–$500KTraded Apr 24, 2024Filed May 12, 2024 18d
-
Inland Real Estate Income TrustBuy$1K–$15KTraded Apr 8, 2024Filed May 12, 2024 34d
-
LMTLockheed Martin CorporationBuy$1K–$15KTraded Mar 29, 2024Filed Apr 12, 2024 14d
-
LINLinde plc - Ordinary SharesBuy$1K–$15KTraded Mar 28, 2024Filed Apr 12, 2024 15d
-
DVNDevon Energy CorporationBuy$1K–$15KTraded Mar 28, 2024Filed Apr 12, 2024 15d
-
DVNDevon Energy CorporationBuy$15K–$50KTraded Mar 28, 2024Filed Apr 12, 2024 15d
-
WMBWilliams Companies, Inc.Buy$1K–$15KTraded Mar 25, 2024Filed Apr 12, 2024 18d
-
PXDPioneer Natural Resources CompanyBuy$1K–$15KTraded Mar 22, 2024Filed Apr 12, 2024 21d
-
RTXRTX CorporationBuy$1K–$15KTraded Mar 21, 2024Filed Apr 12, 2024 22d
-
HDHome Depot, Inc.Buy$1K–$15KTraded Mar 21, 2024Filed Apr 12, 2024 22d
-
HDHome Depot, Inc.Buy$1K–$15KTraded Mar 21, 2024Filed Apr 12, 2024 22d
-
UNHUnitedHealth Group IncorporatedBuy$1K–$15KTraded Mar 19, 2024Filed Apr 12, 2024 24d
-
NEENextEra Energy, Inc.Buy$1K–$15KTraded Mar 15, 2024Filed Apr 12, 2024 28d
-
ROKRockwell Automation, Inc.Buy$1K–$15KTraded Mar 11, 2024Filed Apr 12, 2024 32d
-
XOMExxon Mobil CorporationBuy$1K–$15KTraded Mar 11, 2024Filed Apr 12, 2024 32d
-
EMREmerson Electric CompanyBuy$1K–$15KTraded Mar 11, 2024Filed Apr 12, 2024 32d
-
JNJJohnson & JohnsonBuy$1K–$15KTraded Mar 5, 2024Filed Apr 12, 2024 38d
-
CITIGROUP GLOBAL MKTS HLDGS IN SER N 0.00000% 08/20/2027 MTN ZERO CPNSell$250K–$500KTraded Feb 23, 2024Filed Mar 12, 2024 18d
-
ACNAccenture plc Class A Ordinary SharesBuy$1K–$15KTraded Feb 20, 2024Filed Mar 12, 2024 21d
-
MMCMarsh & McLennan Companies, Inc.Buy$1K–$15KTraded Feb 15, 2024Filed Mar 12, 2024 26d
-
OKEONEOK, Inc.Buy$1K–$15KTraded Feb 14, 2024Filed Mar 12, 2024 27d
-
OKEONEOK, Inc.Buy$1K–$15KTraded Feb 14, 2024Filed Mar 12, 2024 27d
-
TXNTexas Instruments IncorporatedBuy$1K–$15KTraded Feb 13, 2024Filed Mar 12, 2024 28d
-
TXNTexas Instruments IncorporatedBuy$1K–$15KTraded Feb 13, 2024Filed Mar 12, 2024 28d
-
JPMJP Morgan Chase & Co.Buy$1K–$15KTraded Jan 31, 2024Filed Feb 11, 2024 11d
-
COSTCostco Wholesale CorporationBuy$1K–$15KTraded Jan 12, 2024Filed Feb 11, 2024 30d
-
Inland Real Estate Income TrustBuy$1K–$15KTraded Jan 5, 2024Filed Feb 11, 2024 37d
-
VUZIVuzix CorporationSell$1K–$15KTraded Jan 2, 2024Filed Feb 11, 2024 40d
-
EXASExact Sciences CorporationSell$1K–$15KTraded Jan 2, 2024Filed Feb 11, 2024 40d
-
LMTLockheed Martin CorporationBuy$1K–$15KTraded Dec 29, 2023Filed Jan 13, 2024 15d
-
DVNDevon Energy CorporationBuy$1K–$15KTraded Dec 29, 2023Filed Jan 13, 2024 15d
-
DVNDevon Energy CorporationBuy$15K–$50KTraded Dec 29, 2023Filed Jan 13, 2024 15d
-
WMBWilliams Companies, Inc.Buy$1K–$15KTraded Dec 26, 2023Filed Jan 13, 2024 18d
-
PXDPioneer Natural Resources CompanyBuy$1K–$15KTraded Dec 22, 2023Filed Jan 13, 2024 22d
-
LINLinde plc - Ordinary SharesBuy$1K–$15KTraded Dec 18, 2023Filed Jan 13, 2024 26d
-
NEENextEra Energy, Inc.Buy$1K–$15KTraded Dec 15, 2023Filed Jan 13, 2024 29d
-
RTXRTX CorporationBuy$1K–$15KTraded Dec 14, 2023Filed Jan 13, 2024 30d
-
HDHome Depot, Inc.Buy$1K–$15KTraded Dec 14, 2023Filed Jan 13, 2024 30d
-
HDHome Depot, Inc.Buy$1K–$15KTraded Dec 14, 2023Filed Jan 13, 2024 30d
-
UNHUnitedHealth Group IncorporatedBuy$1K–$15KTraded Dec 12, 2023Filed Jan 13, 2024 32d
-
ROKRockwell Automation, Inc.Buy$1K–$15KTraded Dec 11, 2023Filed Jan 13, 2024 33d
-
XOMExxon Mobil CorporationBuy$1K–$15KTraded Dec 11, 2023Filed Jan 13, 2024 33d
-
EMREmerson Electric CompanyBuy$1K–$15KTraded Dec 11, 2023Filed Jan 13, 2024 33d
-
CCLDCareCloud, Inc.Sell$1K–$15KTraded Dec 8, 2023Filed Jan 13, 2024 36d
-
JNJJohnson & JohnsonBuy$1K–$15KTraded Dec 5, 2023Filed Jan 13, 2024 39d
-
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 11/30/2023Sell$500K–$1MTraded Nov 30, 2023Filed Dec 7, 2023 7d
-
MMCMarsh & McLennan Companies, Inc.Buy$1K–$15KTraded Nov 15, 2023Filed Dec 7, 2023 22d
-
ACNAccenture plc Class A Ordinary SharesBuy$1K–$15KTraded Nov 15, 2023Filed Dec 7, 2023 22d
-
TXNTexas Instruments IncorporatedBuy$1K–$15KTraded Nov 14, 2023Filed Dec 7, 2023 23d
-
TXNTexas Instruments IncorporatedBuy$1K–$15KTraded Nov 14, 2023Filed Dec 7, 2023 23d
-
OKEONEOK, Inc.Buy$1K–$15KTraded Nov 14, 2023Filed Dec 7, 2023 23d
-
OKEONEOK, Inc.Buy$1K–$15KTraded Nov 14, 2023Filed Dec 7, 2023 23d
-
FEDL HOME LN MTG CRP 11/6/2023Sell$100K–$250KTraded Nov 6, 2023Filed Dec 7, 2023 31d
-
JPMJP Morgan Chase & Co.Buy$1K–$15KTraded Oct 31, 2023Filed Nov 17, 2023 17d
-
VODVodafone Group Plc - American Depositary Shares each representing ten Ordinary SharesSell$1K–$15KTraded Oct 11, 2023Filed Nov 17, 2023 37d
-
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10/03/2024Buy$50K–$100KTraded Oct 11, 2023Filed Nov 17, 2023 37d
-
UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10/03/2024Buy$500K–$1MTraded Oct 11, 2023Filed Nov 17, 2023 37d
-
CMPCompass Minerals Intl IncSell$1K–$15KTraded Oct 11, 2023Filed Nov 17, 2023 37d
-
Inland Real Estate Income TrustBuy$1K–$15KTraded Oct 6, 2023Filed Nov 17, 2023 42d
No trades match these filters.
Reported holdings
2025 annual report · filed Jun 25, 2026 · values at year end, in the ranges disclosed · changes vs 2024
$49.6M–$173.2M
sum of 321 disclosed ranges
- Private business 10
- Stock 167
- Fund 114
- Cash 15
- Other 7
- Bond 4
- Custom Seating, Inc., 40% InterestSpouse$5M–$25MSame band
- First Financial Corporation, 5% InterestSpouse$5M–$25MNew
- 3 Year Shield 15 S&P500 IndexJoint$1M–$5MSame band
- 3 Year Shield 15 S&P500 IndexJoint$1M–$5MSame band
- Airplane - 2Spouse$1M–$5MSame band
- CSI Real Estate, LLC., 40% InterestSpouse$1M–$5MSame band
- CapX Holdings, LLC, 38% InterestSpouse$1M–$5MNew
- Firstar Bank-CheckingJoint$1M–$5MSame band
- Hern for Congress Bank AccountJoint$1M–$5MSame band
- JNL/Mellon Nasdaq® 100 IndexJoint$1M–$5M▲ $500K–$1M
- MORGAN STANLEY FIN LLC SER A MTN 05/06/2026Joint$1M–$5MSame band
- RBC 11.25% 30F DUE 10/16/30Joint$1M–$5MNew
- RTXRaytheon Technologies CorporationJoint$1M–$5M▲ $500K–$1M
- Schwab BankJoint$1M–$5MSame band
- WMBWilliams Companies, Inc.Joint$1M–$5M▲ $500K–$1M
- 3 Year Shield 15 Russell 2000 IndexJoint$500K–$1M▲ $250K–$500K
- 3 Year Shield 15 Russell 2000 Index, 100% InterestJoint$500K–$1M▼ $1M–$5M
- ACNAccenture plc Class A Ordinary SharesJoint$500K–$1MSame band
- Airplane HangarSpouse$500K–$1MSame band
- Allianz Life Pro Plus Advantage / PIMCO Tactical BalancedJoint$500K–$1MSame band
- GOOGLAlphabet Inc. - Class AJoint$500K–$1M▲ $250K–$500K
- COSTCostco Wholesale CorporationJoint$500K–$1MSame band
- DVNDevon Energy CorporationJoint$500K–$1M▼ $1M–$5M
- EMREmerson Electric CompanyJoint$500K–$1MSame band
- JNL iShares Tactical GrowthJoint$500K–$1M▲ $250K–$500K
- JNL/Mellon Equity IncomeJoint$500K–$1MSame band
- JNL/Mellon S&P 400® MidCap IndexJoint$500K–$1M▲ $250K–$500K
- JNL/Mellon US Stock Mkt Index FundJoint$500K–$1M▲ $250K–$500K
- JPMJP Morgan Chase & Co.Joint$500K–$1MSame band
- John Hancock SULJoint$500K–$1M▲ $250K–$500K
- ORLYO'Reilly Automotive, Inc.Joint$500K–$1MSame band
- MINTPIMCO Enhanced Short Maturity Active Exchange-Traded FundJoint$500K–$1MNew
- PSP & Vision PartnersSpouse$500K–$1MSame band
- RBC 11.25% 30F DUE 10/16/30Joint$500K–$1MNew
- ROKRockwell Automation, Inc.Joint$500K–$1MSame band
- SMARTSTOP SELF STORAG REIT INC CL AJoint$500K–$1M▼ $1M–$5M
- SWVXXSchwab Prime Advantage Money Fund- Investor SharesSelf$500K–$1MNew
- TXNTexas Instruments IncorporatedJoint$500K–$1MSame band
- GOOGLAlphabet Inc. - Class AJoint$250K–$500KSame band
- AMZNAmazon.com, Inc.Joint$250K–$500KSame band
- BSXBoston Scientific CorporationJoint$250K–$500KSame band
- CDNSCadence Design Systems, Inc.Joint$250K–$500K▲ $100K–$250K
- CBChubb LimitedJoint$250K–$500KSame band
- FIDELITY QUALITY FACTOR ETFJoint$250K–$500KSame band
- Firstrike Capital, 100% InterestSpouse$250K–$500KSame band
- Goldman Sachs MTN 4/29/2030Joint$250K–$500KNew
- HDHome Depot, Inc.Joint$250K–$500K▼ $500K–$1M
- ICLRICON plc - Ordinary SharesJoint$250K–$500KSame band
- ISHARES TRUST CORE DIVID GWTHJoint$250K–$500KSame band
- JNL/Mellon Information Technology SectorJoint$250K–$500K▲ $100K–$250K
- LINLinde plc Ordinary ShareJoint$250K–$500KSame band
- LMTLockheed Martin CorporationJoint$250K–$500KSame band
- MVPIndexJoint$250K–$500KSame band
- MMCMarsh & McLennan Companies, Inc.Joint$250K–$500KSame band
- MSFTMicrosoft CorporationJoint$250K–$500KSame band
- NEENextEra Energy, Inc.Joint$250K–$500KSame band
- OKEONEOK, Inc.Joint$250K–$500K▼ $500K–$1M
- MINTPIMCO Enhanced Short Maturity Active Exchange-Traded FundJoint$250K–$500KNew
- PWRQuanta Services, Inc.Joint$250K–$500K▲ $100K–$250K
- GARPiShares MSCI USA Quality GARP ETFJoint$250K–$500KNew
- iShares Trust US Treasury TIPsJoint$250K–$500KSame band
- DYNFiShares U.S. Equity Factor Rotation Active ETFJoint$250K–$500KNew
- ABBABB LtdJoint$100K–$250KSame band
- ALGER CAPITAL APPRECIATION CL Z-2Self$100K–$250KSame band
- AMERICAN AMCAP FUND F2Joint$100K–$250KSame band
- AMERICAN BALANCED FUND F2Self$100K–$250K▲ $50K–$100K
- AMERICAN FUNDAMENTAL INVESTORS CL F2Self$100K–$250KSame band
- ASMLASML Holding N.V. - New York Registry SharesJoint$100K–$250K▲ $50K–$100K
- AMZNAmazon.com, Inc.Joint$100K–$250K▼ $250K–$500K
- AAPLApple Inc.Child$100K–$250KSame band
- AAPLApple Inc.Child$100K–$250KSame band
- CDNSCadence Design Systems, Inc.Joint$100K–$250KSame band
- CAIECalamos Autocallable Income ETFJoint$100K–$250KNew
- CMICummins Inc.Joint$100K–$250KSame band
- DHRDanaher CorporationJoint$100K–$250KSame band
- DVNDevon Energy CorporationJoint$100K–$250K▼ $1M–$5M
- EVENTIDE GILEAD FUND CLASS IJoint$100K–$250KSame band
- XOMExxon Mobil CorporationJoint$100K–$250KSame band
- XOMExxon Mobil CorporationJoint$100K–$250KSame band
- FIDELITY DIVIDEND ETF FOR RISING RATESJoint$100K–$250KSame band
- FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFJoint$100K–$250K▼ $250K–$500K
- FIRST EAGLE GLOBAL CLASS IJoint$100K–$250KSame band
- FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETFSelf$100K–$250KSame band
- FS Specialty Lending Fund - Fs Energy & Power Fund CommonJoint$100K–$250KSame band
- FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS IJoint$100K–$250KNew
- Firstar Bank - CheckingSpouse$100K–$250KSame band
- FCXFreeport-McMoRan, Inc.Joint$100K–$250KSame band
- HDHome Depot, Inc.Joint$100K–$250K▼ $500K–$1M
- INFINITY HOME SERVICES, LLC, 100% InterestSpouse$100K–$250KNew
- INLAND REAL ESTATE INCOME TR INC COMJoint$100K–$250KSame band
- INTEGRITY OKLAHOMA MUNICIPAL CL AJoint$100K–$250KSame band
- INVESCO EXCHANGE TRADED FD TR S&P 500 GARP ETFJoint$100K–$250KSame band
- IQVIQVIA Holdings, Inc.Joint$100K–$250KSame band
- ITWIllinois Tool Works Inc.Joint$100K–$250KSame band
- Indigo Technology, 30% InterestSpouse$100K–$250KSame band
- JNL/First State Global InfrastructureJoint$100K–$250KSame band
- JNL/Franklin Templeton Global Multisector BondJoint$100K–$250K▲ $50K–$100K
- JNL/PIMCO Investment Grade Credit BondJoint$100K–$250KSame band
- JOHN HANCOCK DISCIPLINED VALUE ISelf$100K–$250K▲ $50K–$100K
- JPMJP Morgan Chase & Co.Joint$100K–$250K▼ $500K–$1M
- JPMORGAN GLOBAL ALLOCATION CLASS IJoint$100K–$250KSame band
- JEPIJPMorgan Equity Premium Income ETFJoint$100K–$250KSame band
- OKEONEOK, Inc.Joint$100K–$250K▼ $500K–$1M
- PTCPTC Inc.Joint$100K–$250KSame band
- PHParker-Hannifin CorporationJoint$100K–$250KSame band
- RTXRaytheon Technologies CorporationJoint$100K–$250K▼ $500K–$1M
- ROKRockwell Automation, Inc.Joint$100K–$250K▼ $500K–$1M
- Schwab BankJoint$100K–$250K▼ $1M–$5M
- TXNTexas Instruments IncorporatedJoint$100K–$250K▼ $500K–$1M
- VVisa Inc.Joint$100K–$250KSame band
- VVisa Inc.Joint$100K–$250KSame band
- WMBWilliams Companies, Inc.Joint$100K–$250K▼ $500K–$1M
- AMERICAN GROWTH FUND OF AMERICA CL F2Self$50K–$100K▼ $100K–$250K
- AMERICAN NEW PERSPECTIVE CL F2Self$50K–$100K▼ $100K–$250K
- AMERICAN SMALLCAP WORLD FUND CL F2Joint$50K–$100KSame band
- AMERICAN SMALLCAP WORLD FUND CL F2Self$50K–$100KSame band
- AMERICAN THE NEW ECONOMY FUND CL F2Self$50K–$100K▼ $100K–$250K
- ADBEAdobe Inc.Joint$50K–$100KSame band
- AMPAmeriprise Financial, Inc.Joint$50K–$100KSame band
- BROOKFIELD REAL ASSETS INCOME FUNDJoint$50K–$100K▲ $15K–$50K
- BLKBlackRock, Inc.Joint$50K–$100KSame band
- BLKBlackRock, Inc.Joint$50K–$100KSame band
- MUABlackrock MuniAssets Fund, IncJoint$50K–$100KSame band
- BSXBoston Scientific CorporationJoint$50K–$100K▼ $250K–$500K
- CORCencora, Inc.Joint$50K–$100K▲ $15K–$50K
- CVXChevron CorporationJoint$50K–$100KSame band
- CSCOCisco Systems, Inc.Joint$50K–$100KSame band
- KOCoca-Cola CompanyJoint$50K–$100KSame band
- CLColgate-Palmolive CompanyJoint$50K–$100KSame band
- CRCrane Co.Joint$50K–$100KSame band
- DHRDanaher CorporationJoint$50K–$100K▼ $100K–$250K
- EMREmerson Electric CompanyJoint$50K–$100K▼ $500K–$1M
- FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETFJoint$50K–$100KSame band
- FIDELITY MSCI HEALTH CARE INDEX ETFJoint$50K–$100KSame band
- FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFChild$50K–$100KSame band
- FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETFJoint$50K–$100KSame band
- Firstar Bank - CheckingJoint$50K–$100KSame band
- GOLDMAN SACHS ABSOLU RETURN TRACKER INSTLJoint$50K–$100KSame band
- HONHoneywell International Inc.Joint$50K–$100KSame band
- ICLRICON plc - Ordinary SharesJoint$50K–$100K▼ $250K–$500K
- INTCIntel CorporationJoint$50K–$100KSame band
- ICEIntercontinental Exchange Inc.Joint$50K–$100KSame band
- JNJJohnson & JohnsonJoint$50K–$100KSame band
- LINLinde plc Ordinary ShareJoint$50K–$100K▼ $250K–$500K
- LMTLockheed Martin CorporationJoint$50K–$100K▼ $250K–$500K
- LOWLowe's Companies, Inc.Joint$50K–$100KSame band
- MFS RESEARCH FUND CL ISelf$50K–$100K▼ $100K–$250K
- MRKMerck & Company, Inc.Joint$50K–$100KSame band
- NEENextEra Energy, Inc.Joint$50K–$100K▼ $250K–$500K
- ORLYO'Reilly Automotive, Inc.Joint$50K–$100K▼ $500K–$1M
- PARAMETRIC COMMODITY STRATEGIC INST CLJoint$50K–$100KSame band
- PARNASSUS CORE EQUITY INVESTORChild$50K–$100KSame band
- PGIM GLOBAL TOTAL RETURN CL ZJoint$50K–$100K▲ $15K–$50K
- PTCPTC Inc.Joint$50K–$100K▼ $100K–$250K
- PHParker-Hannifin CorporationJoint$50K–$100K▼ $100K–$250K
- PLDProLogis, Inc.Joint$50K–$100KSame band
- PGProcter & Gamble CompanyJoint$50K–$100KSame band
- PRGSProgress Software CorporationJoint$50K–$100K▼ $100K–$250K
- T ROWE PRICE BLUE CHIP GROWTH INCChild$50K–$100KSame band
- T ROWE PRICE BLUE CHIP GROWTH INCChild$50K–$100KSame band
- TROWT. Rowe Price Group, Inc.Joint$50K–$100KSame band
- TJXTJX Companies, Inc.Joint$50K–$100KSame band
- TJXTJX Companies, Inc.Joint$50K–$100KSame band
- TMOThermo Fisher Scientific IncJoint$50K–$100KSame band
- TMOThermo Fisher Scientific IncJoint$50K–$100KSame band
- UNHUnitedHealth Group IncorporatedJoint$50K–$100K▼ $500K–$1M
- AIOVirtus AllianzGI Artificial Intelligence & Technology Opportunities Fund Common SharesJoint$50K–$100KSame band
- WMTWalmart Inc.Self$50K–$100K▲ $15K–$50K
- BOKFBOK Financial CorporationSelf$15K–$50KSame band
- BOSTON PARTNERS ALL CAP VALUE INSTLChild$15K–$50KSame band
- BOSTON PARTNERS ALL CAP VALUE INSTLChild$15K–$50KSame band
- BDXBecton, Dickinson and CompanyJoint$15K–$50KSame band
- BABoeing CompanyJoint$15K–$50KSame band
- BSXBoston Scientific CorporationChild$15K–$50KSame band
- BSXBoston Scientific CorporationChild$15K–$50KSame band
- BSXBoston Scientific CorporationChild$15K–$50KSame band
- CSXCSX CorporationSelf$15K–$50KSame band
- CNPCenterPoint Energy, IncSelf$15K–$50KSame band
- CVXChevron CorporationChild$15K–$50KSame band
- CVXChevron CorporationChild$15K–$50KSame band
- CVXChevron CorporationSelf$15K–$50KSame band
- CTSHCognizant Technology Solutions Corporation - Class AJoint$15K–$50KSame band
- CMCSAComcast Corporation - Class AJoint$15K–$50KSame band
- CTRACoterra Energy Inc.Joint$15K–$50KSame band
- SSUSDay Hagan/Ned Davis Rsrch Smrt Sect ETFJoint$15K–$50KSame band
- ETNEaton Corporation, PLC Ordinary SharesSelf$15K–$50K▼ $50K–$100K
- FIDELITY DIVIDEND ETF FOR RISING RATESChild$15K–$50KSame band
- FIDELITY DIVIDEND ETF FOR RISING RATESChild$15K–$50KSame band
- FIDELITY MSCI CONSUMER STAPLES INDEX ETFJoint$15K–$50KSame band
- FIDELITY MSCI ENERGY INDEX ETFChild$15K–$50KSame band
- FIDELITY MSCI FINLS INDEX ETFChild$15K–$50KSame band
- FIDELITY MSCI FINLS INDEX ETFChild$15K–$50KSame band
- FIDELITY MSCI FINLS INDEX ETFChild$15K–$50KSame band
- FIDELITY MSCI HEALTH CARE INDEX ETFChild$15K–$50KSame band
- FIDELITY MSCI INDL INDEX ETFChild$15K–$50KSame band
- FIDELITY MSCI MATLS INDEX ETFJoint$15K–$50KSame band
- FIDELITY MSCI MATLS INDEX ETFChild$15K–$50KSame band
- FIDELITY MSCI MATLS INDEX ETFChild$15K–$50KSame band
- FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCKChild$15K–$50KSame band
- FIDELITY SELECT CHEMICALSChild$15K–$50KSame band
- FIDELITY SELECT IT SERVICES PORTFOLIOChild$15K–$50KSame band
- FIDELITY SELECT LEISUREChild$15K–$50KSame band
- FIRST EAGLE GLOBAL CLASS IChild$15K–$50KSame band
- FIRST EAGLE GLOBAL CLASS IChild$15K–$50KSame band
- FRANKLIN INCOME ADVISOR CLASSSelf$15K–$50KSame band
- FBNDFidelity Total Bond ETFJoint$15K–$50KSame band
- GLENMEDE SECURED OPTIONS PORTFOLIO IJoint$15K–$50KSame band
- GOLDMAN SACHS ABSOLU RETURN TRACKER INSTLChild$15K–$50KSame band
- INVESCO OPPENHEIMER DISC MID CAP GROW YSelf$15K–$50KSame band
- INVESCO OPPENHEIMER INTL GROWTH YSelf$15K–$50KSame band
- IQVIQVIA Holdings, Inc.Joint$15K–$50K▼ $100K–$250K
- ITWIllinois Tool Works Inc.Joint$15K–$50K▼ $100K–$250K
- IVZInvesco LtdJoint$15K–$50KSame band
- JOHN HANCOCK DISCIPL INED VALUE MID CAP ISelf$15K–$50KSame band
- JPM Global Bond Opp FundJoint$15K–$50KSame band
- JPMORGAN GLOBAL ALLOCATION CLASS IChild$15K–$50KSame band
- JPMORGAN GLOBAL BOND OPPORTUNITIES CL IJoint$15K–$50KSame band
- JPMORGAN MORTGAGE BACKED SEC CLASS ISelf$15K–$50KSame band
- MAINSTAY MACKAY HIGH YIELD MUNI BD CL IJoint$15K–$50KSame band
- MDTMedtronic plc. Ordinary SharesJoint$15K–$50KSame band
- MDTMedtronic plc. Ordinary SharesJoint$15K–$50KSame band
- NKENike, Inc.Self$15K–$50KSame band
- NVSNovartis AGSelf$15K–$50KSame band
- NVONovo Nordisk A/SSelf$15K–$50KSame band
- NUMGNuveen ESG Mid-Cap Growth ETFJoint$15K–$50KSame band
- OGEOGE Energy CorpSelf$15K–$50KSame band
- PGIM Global Total ReturnJoint$15K–$50KSame band
- PGIM TOTAL RETURN BOND CL ZSelf$15K–$50KSame band
- PBAPembina Pipeline Corp. Ordinary SharesSelf$15K–$50KSame band
- PSXPhillips 66Joint$15K–$50KSame band
- PRGSProgress Software CorporationJoint$15K–$50K▼ $100K–$250K
- STESTERIS plcSelf$15K–$50KSame band
- Schwab BankChild$15K–$50KSame band
- Schwab BankChild$15K–$50KSame band
- SWVXXSchwab Prime Advantage Money Fund- Investor SharesChild$15K–$50KNew
- SWVXXSchwab Prime Advantage Money Fund- Investor SharesChild$15K–$50KNew
- STXSeagate Technology PLC - Ordinary SharesSelf$15K–$50KSame band
- FBSOXSelect Enterprise Technology Services PortfolioChild$15K–$50KSame band
- Seven Lakes VenturesSpouse$15K–$50KSame band
- SBUXStarbucks CorporationJoint$15K–$50KSame band
- PRGSXT. Rowe Price Global Stock FundChild$15K–$50KSame band
- TEMPLETON GLOBAL BOND ADVISOR CLASSSelf$15K–$50K▲ $1K–$15K
- TJXTJX Companies, Inc.Self$15K–$50KSame band
- TOUCHSTONE SMALL COMPANY FUND INSTLSelf$15K–$50KSame band
- Trinity FinancialJoint$15K–$50KSame band
- UNDISCOVERED MGRS BEHAVIOR VALUE CL LSelf$15K–$50KSame band
- VVisa Inc.Self$15K–$50KSame band
- DISWalt Disney CompanyJoint$15K–$50KSame band
- HCNWelltower Inc.Self$15K–$50KSame band
- ARKKARK Innovation ETFJoint$1K–$15KSame band
- ALCAlcon Inc. Ordinary SharesSelf$1K–$15KSame band
- BUDAnheuser-Busch Inbev SA Sponsored ADRSelf$1K–$15KSame band
- BLACKROCK STRATEGIC INCOME OPPRTSI INSTLChild$1K–$15KSame band
- BIIBBiogen Inc.Self$1K–$15KSame band
- BABoeing CompanyJoint$1K–$15K▼ $15K–$50K
- CARRCarrier Global CorporationJoint$1K–$15KSame band
- CBChubb LimitedJoint$1K–$15K▼ $250K–$500K
- KOCoca-Cola CompanyJoint$1K–$15K▼ $50K–$100K
- CLColgate-Palmolive CompanyJoint$1K–$15K▼ $50K–$100K
- CLColgate-Palmolive CompanySelf$1K–$15KSame band
- DIALColumbia Diversified Fixed Income Allocation ETFChild$1K–$15KSame band
- CMCSAComcast Corporation - Class AJoint$1K–$15K▼ $15K–$50K
- COSTCostco Wholesale CorporationJoint$1K–$15K▼ $500K–$1M
- CTRACoterra Energy Inc.Self$1K–$15KSame band
- DOUBLELINE TOTAL RT BOND FD CL NChild$1K–$15KSame band
- DEODiageo plcJoint$1K–$15KSame band
- EVENTIDE GILEAD FUND CLASS IChild$1K–$15KSame band
- ETVEaton Vance Corporation Eaton Vance Tax-Managed Buy- Write Opportunities Fund Common Shares of BenefiChild$1K–$15KSame band
- ELEstee Lauder Companies, Inc.Joint$1K–$15KSame band
- EXASExact Sciences CorporationChild$1K–$15KSame band
- FIDELITY DIVIDEND ETF FOR RISING RATESChild$1K–$15K▼ $15K–$50K
- FIDELITY MSCI CONSUMER STAPLES INDEX ETFChild$1K–$15KSame band
- FIDELITY MSCI MATLS INDEX ETFChild$1K–$15K▼ $15K–$50K
- FIDELITY TOTAL BOND ETFChild$1K–$15KSame band
- FIRST EAGLE GLOBAL CLASS IChild$1K–$15K▼ $15K–$50K
- FCOMFidelity MSCI Communication Services Index ETFChild$1K–$15KSame band
- FDISFidelity MSCI Consumer Discretionary Index ETFChild$1K–$15KSame band
- FRELFidelity MSCI Real Estate Index ETFChild$1K–$15KSame band
- FUTYFidelity MSCI Utilities Index ETFChild$1K–$15KSame band
- FQALFidelity Quality Factor ETFChild$1K–$15KSame band
- FEMSFirst Trust Emerging Markets Small Cap AlphaDEX FundChild$1K–$15KSame band
- Firstar Bank - CheckingSpouse$1K–$15K▼ $100K–$250K
- Firstar Bank-CheckingChild$1K–$15KSame band
- Firstar Bank-CheckingChild$1K–$15KSame band
- Firstar Bank-CheckingChild$1K–$15KSame band
- FFord Motor CompanySelf$1K–$15KSame band
- GOLDMAN SACHS ABSOLU RETURN TRACKER INSTLChild$1K–$15K▼ $15K–$50K
- GPSGap, Inc.Self$1K–$15KSame band
- HDHome Depot, Inc.Self$1K–$15K▼ $15K–$50K
- HRLHormel Foods CorporationSelf$1K–$15KSame band
- INVESCO EXCHANGE TRADED FD TR DYNMC LRG VALUChild$1K–$15KSame band
- INVESCO EXCHANGE-TRADED FD TR S&P500 LOW VOLChild$1K–$15KSame band
- IQVIQVIA Holdings, Inc.Child$1K–$15KSame band
- IQVIQVIA Holdings, Inc.Child$1K–$15KSame band
- PWVInvesco Dynamic Large Cap Value ETFChild$1K–$15KSame band
- SPLVInvesco S&P 500 Low Volatility ETFChild$1K–$15KSame band
- JPM Global Allocation FundChild$1K–$15KSame band
- JPM Global Bond Opp FundChild$1K–$15KSame band
- KMBKimberly-Clark CorporationSelf$1K–$15KSame band
- LOOMIS SAYLES CORE PLUS BOND FUND CL YChild$1K–$15KSame band
- LOWLowe's Companies, Inc.Joint$1K–$15K▼ $50K–$100K
- Mainstay Mackay high yield muni fundChild$1K–$15KSame band
- MMCMarsh & McLennan Companies, Inc.Joint$1K–$15K▼ $250K–$500K
- MDLZMondelez International, Inc. - Class AJoint$1K–$15KSame band
- NUVEEN NWQ FLEXIBLE INCOME CL IChild$1K–$15KSame band
- NUVEEN NWQ FLEXIBLE INCOME CL IChild$1K–$15KSame band
- OGNOrganon & Co.Joint$1K–$15KSame band
- OTISOtis Worldwide CorporationJoint$1K–$15KSame band
- PARAMETRIC COMMODITY STRATEGIC INST CLChild$1K–$15KSame band
- PARNASSUS CORE EQUITY INVESTORChild$1K–$15K▼ $50K–$100K
- PIMCO INCOME FUND INSTITUTIONAL FUNDChild$1K–$15KSame band
- PGProcter & Gamble CompanyJoint$1K–$15K▼ $50K–$100K
- Schwab BankChild$1K–$15K▼ $15K–$50K
- Schwab BankJoint$1K–$15K▼ $1M–$5M
- Schwab BankSelf$1K–$15KSame band
- VIRTUS SEIX HIGH YIELD CL IChild$1K–$15KSame band
- AIOVirtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial InterestChild$1K–$15KSame band
- VUZIVuzix CorporationChild$1K–$15KSame band
- VUZIVuzix CorporationChild$1K–$15KSame band
- AGGYWisdomTree Yield Enhanced U.S. Aggregate Bond FundJoint$1K–$15K▼ $15K–$50K
- VFCV.F. CorporationJoint$0–$1K▼ $1K–$15K
Not in the 2025 report
Listed in 2024 with a value, gone a year later: sold, or under $1,001.
- First Financial Coporation, 5% Interest $5M–$25M
- Airplane $1M–$5M
- MORGAN STANLEY FIN LLC MTN ZERO CPN 0.00000% ... $500K–$1M
- Citigroup MTN 8/20/2027 $250K–$500K
- TORONTO DOMINION BANK SER E NOTE 4/27/29 $250K–$500K
- MCD McDonald's Corporation $100K–$250K
- NORTHSTAR HEALTHCARE INCOME IN COM $50K–$100K
- JCPB JPMorgan Core Plus Bond ETF $15K–$50K
- MASI Masimo Corporation $15K–$50K
- BYLD iShares Yield Optimized Bond ETF $15K–$50K
- MCD McDonald's Corporation $1K–$15K
- VOD Vodafone Group Plc - American Depositary Shar... $1K–$15K
Source filings
Every report we read for this page · newest first
- Sep 25, 2026 Periodic transaction report 99 trades View original
- Sep 1, 2026 Periodic transaction report 29 trades View original
- Aug 12, 2026 Periodic transaction report 2 trades View original
- Aug 10, 2026 Periodic transaction report 12 trades View original
- Jul 16, 2026 Periodic transaction report 3 trades View original
- Jun 25, 2026 2025 annual report 335 assets View original
- Jun 2, 2026 Periodic transaction report 5 trades View original
- May 5, 2026 Periodic transaction report 1 trade View original
- Apr 3, 2026 Periodic transaction report 16 trades View original
- Mar 6, 2026 Periodic transaction report 1 trade View original
- Feb 18, 2026 Periodic transaction report 1 trade View original
- Jan 22, 2026 Periodic transaction report 1 trade View original
- Nov 16, 2025 Periodic transaction report 15 trades View original
- Oct 16, 2025 Periodic transaction report 4 trades View original
- Aug 4, 2025 2024 annual report 343 assets View original
- May 13, 2025 Periodic transaction report 3 trades View original
- Apr 23, 2025 Periodic transaction report 1 trade View original
- Feb 14, 2025 Periodic transaction report 1 trade View original
- Jan 15, 2025 Periodic transaction report 9 trades View original
- Dec 16, 2024 Periodic transaction report 1 trade View original
- Nov 15, 2024 Periodic transaction report 3 trades View original
- Oct 16, 2024 Periodic transaction report 1 trade View original
- Aug 12, 2024 2023 annual report 442 assets View original
- Aug 10, 2024 Periodic transaction report 4 trades View original
- Jul 15, 2024 Periodic transaction report 16 trades View original
- Jun 7, 2024 Periodic transaction report 9 trades View original
- May 12, 2024 Periodic transaction report 3 trades View original
- Apr 12, 2024 Periodic transaction report 15 trades View original
- Mar 12, 2024 Periodic transaction report 7 trades View original
- Feb 11, 2024 Periodic transaction report 5 trades View original
- Jan 13, 2024 Periodic transaction report 16 trades View original
- Dec 7, 2023 Periodic transaction report 8 trades View original
- Nov 17, 2023 Periodic transaction report 6 trades View original
- Oct 13, 2023 Periodic transaction report 17 trades View original
From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.