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Kevin Hern Stock Trades and Track Record (R-OK-1) · https://wallstpal.com/congress/kevin-hern/ · saved 2026-10-28

About this page

Stock trades reported by members of Congress under the STOCK Act, with what each stock did afterward.

How to read it

STOCK Act
A 2012 law that requires members of Congress to report stock trades by themselves, a spouse or a dependent child within 45 days.
Periodic Transaction Report (PTR)
The form those trades are reported on. Amounts are given only as ranges, such as $1,001 to $15,000.
Owner
Member, spouse, joint or child, as written on the report.
What happened next
How the stock moved after the trade compared with the S&P 500. It measures timing, not the member's profit.

A real example

In 2020 several senators faced questions over stock sales made after private briefings on the coronavirus early that year. Those trades became public through the same STOCK Act reports this page is built from.

Explain it like I'm 13

Lawmakers write the rules for everyone, and some of them also own stocks. The law says they must tell the public when they trade, a bit like a referee who also plays having to show what bets he made. This page shows those notes.

Data from public SEC filings and congressional reports. Information, not investment advice. Check every number against the filing linked on the page.

Summarize with AIChatGPTClaudePerplexityGoogle AIGrokCopilot
Official portrait of Kevin Hern
House of Representatives

Rep. Kevin Hern: Stock Trades

Republican · Representative for OK's 1st district

In the House
Since November 2018 (5 terms in all)
Born
1961 (age about 65)
Website
hern.house.gov ↗

Committees: House Committee on Ways and Means

Who is Kevin Hern?

Kevin Hern is a Republican U.S. representative for Oklahoma's 1st congressional district. He has served in the House since 2018. He was born in 1961. He sits on the House Committee on Ways and Means. Under the STOCK Act, members of Congress must report stock trades over $1,000 by themselves, a spouse or a dependent child within 45 days. This page lists every trade we have read in his reports.

More about Kevin Hern on Wikipedia ↗

2Purchases
157Sales
81Different stocks
20Median days to report
How their purchases turned out
+0.9%average change, 2 purchases
2 of 2went up
1still held (measured to today)
KO +1.3%best purchase, Aug 31, 2026
CB +0.6%weakest purchase, Aug 31, 2026
93 of 144sales came before a fall

Each purchase is measured from the week it was made to the member's next sale of the same stock, or to the latest price if they still hold it. Amounts are ranges, so this is the stocks' move, not the member's profit in dollars.

Trades reported since Sep 26, 2025 in the reports we have read. Older reports are being added.

What the stocks did next

Of 29 sales we can measure after 6 months, 19 did worse than the S&P 500 afterward. On average the stock did 2.0 percentage points better than the index after the sale.

For each trade, the change in the stock's price from the week of the trade to the same window later, and the same change minus the S&P 500 (SPY). For sales, a fall afterward means the stock was sold before a drop.

After purchases

AfterTradesAverageMedianVs. S&P 500Rose
1 week2−0.4%0.0%−0.5%0 of 2
1 month1−1.6%−1.6%−1.9%0 of 1

After sales

AfterTradesAverageMedianVs. S&P 500Rose
1 week144−0.6%−0.3%−0.8%42 of 144
1 month102−2.2%−1.6%−2.6%33 of 102
3 months28+4.5%−0.2%−2.3%13 of 28
6 months29+11.4%+2.1%+2.0%17 of 29
1 year3−19.0%−24.4%−33.8%0 of 3

Weekly prices from SEC fails-to-deliver data; the S&P 500 is measured with the SPY ETF. Exact trade prices and amounts are not disclosed, so these are the stocks' moves, not the member's profit. Dividends are not included, and windows with a likely stock split are skipped. A move after a trade does not mean the trade caused it. Past results do not predict future ones.

Most traded stocks, with each trade marked

Green markers worked out (a purchase that rose, or a sale before a fall), red went against them, and hollow markers are purchases still held. Hover or tap a marker for the numbers.

HD Home Depot, Inc.▼ 10 sales
2983584182025-072026-09Sale, Sep 23, 2026: the stock has moved −2.3% since (sold before a fall)Sale, Sep 14, 2026: the stock has moved −3.1% since (sold before a fall)Sale, Sep 14, 2026: the stock has moved −3.1% since (sold before a fall)Sale, Sep 10, 2026: the stock has moved −6.5% since (sold before a fall)Sale, Sep 2, 2026: the stock has moved −7.8% since (sold before a fall)Sale, Aug 31, 2026: the stock has moved −7.8% since (sold before a fall)Sale, Aug 27, 2026: the stock has moved −12.6% since (sold before a fall)Sale, Aug 24, 2026: the stock has moved −12.6% since (sold before a fall)Sale, Oct 28, 2025: the stock has moved −24.0% since (sold before a fall)Sale, Sep 26, 2025: the stock has moved −29.5% since (sold before a fall)
  • ▼ SaleSep 23, 2026−2.3%sold before a fall
  • ▼ SaleSep 14, 2026−3.1%sold before a fall
  • ▼ SaleSep 14, 2026−3.1%sold before a fall
  • ▼ SaleSep 10, 2026−6.5%sold before a fall
Worked outWent against them10 of 10 worked out
BSX Boston Scientific Corporation Common Stock▼ 7 sales
44.9975.361062025-092026-09Sale, Sep 9, 2026: the stock has moved −8.1% since (sold before a fall)Sale, Sep 4, 2026: the stock has moved −8.7% since (sold before a fall)Sale, Sep 3, 2026: the stock has moved −8.7% since (sold before a fall)Sale, Sep 3, 2026: the stock has moved −8.7% since (sold before a fall)Sale, Sep 3, 2026: the stock has moved −8.7% since (sold before a fall)Sale, Aug 31, 2026: the stock has moved −8.7% since (sold before a fall)Sale, Oct 28, 2025: the stock has moved −57.1% since (sold before a fall)
  • ▼ SaleSep 9, 2026−8.1%sold before a fall
  • ▼ SaleSep 4, 2026−8.7%sold before a fall
  • ▼ SaleSep 3, 2026−8.7%sold before a fall
  • ▼ SaleSep 3, 2026−8.7%sold before a fall
Worked outWent against them7 of 7 worked out
MRSH Marsh Common Stock▼ 6 sales
1701811912026-062026-09Sale, Sep 23, 2026: the stock has moved +0.0% since (sold before a rise)Sale, Sep 17, 2026: the stock has moved −5.2% since (sold before a fall)Sale, Sep 14, 2026: the stock has moved −5.2% since (sold before a fall)Sale, Sep 9, 2026: the stock has moved −5.2% since (sold before a fall)Sale, Sep 2, 2026: the stock has moved −11.2% since (sold before a fall)Sale, Aug 24, 2026: the stock has moved −11.2% since (sold before a fall)
  • ▼ SaleSep 23, 2026+0.0%sold before a rise
  • ▼ SaleSep 17, 2026−5.2%sold before a fall
  • ▼ SaleSep 14, 2026−5.2%sold before a fall
  • ▼ SaleSep 9, 2026−5.2%sold before a fall
Worked outWent against them5 of 6 worked out
LMT Lockheed Martin Corporation Common Stock▼ 6 sales
5125596052026-072026-09Sale, Sep 23, 2026: not measuredSale, Sep 23, 2026: not measuredSale, Sep 17, 2026: not measuredSale, Sep 17, 2026: not measuredSale, Sep 2, 2026: the stock has moved −4.9% since (sold before a fall)Sale, Sep 2, 2026: the stock has moved −4.9% since (sold before a fall)
  • ▼ SaleSep 23, 2026n/anot measured
  • ▼ SaleSep 23, 2026n/anot measured
  • ▼ SaleSep 17, 2026n/anot measured
  • ▼ SaleSep 17, 2026n/anot measured
Worked outWent against them2 of 2 worked out
DVN Devon Energy Corporation Common Stock▼ 2 sales
42.5647.1451.722026-032026-09Sale, Sep 23, 2026: the stock has moved −3.2% since (sold before a fall)Sale, Sep 23, 2026: the stock has moved −3.2% since (sold before a fall)
  • ▼ SaleSep 23, 2026−3.2%sold before a fall
  • ▼ SaleSep 23, 2026−3.2%sold before a fall
Worked outWent against them2 of 2 worked out

Every reported stock trade

Stock trades by Kevin Hern
FiledStockTypeOwnerAmountTradedDays to report1 wk after1 mo after3 mo after6 mo after1 yr afterReport
Oct 13NEENextEra Energy, Inc. Common Stock▼ SELLJoint$15K–$50KOct 211PDF ↗
Oct 13DVNDevon Energy Corporation Common Stock▼ SELLJoint$50K–$100KSep 2320−3.2%PDF ↗
Oct 13MRSHMarsh Common Stock▼ SELLJoint$50K–$100KSep 23200.0%PDF ↗
Oct 13CVXChevron Corporation Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 2320−2.4%PDF ↗
Oct 13DVNDevon Energy Corporation Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 2320−3.2%PDF ↗
Oct 13LMTLockheed Martin Corporation Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 2320PDF ↗
Oct 13LMTLockheed Martin Corporation Common Stock▼ SELLJoint$15K–$50KSep 2320PDF ↗
Oct 13SBUXStarbucks Corporation - Common Stock▼ SELLJoint$15K–$50KSep 2320−0.4%PDF ↗
Oct 13UNHUnitedHealth Group Incorporated Common Stock▼ SELLJoint$15K–$50KSep 2320−0.7%PDF ↗
Oct 13AIOVirtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest▼ SELLJoint$15K–$50KSep 2320PDF ↗
Oct 13CBChubb Limited Common Stock▼ SELLJoint$1K–$15KSep 2320−2.1%PDF ↗
Oct 13HDHome Depot, Inc.▼ SELLJoint$1K–$15KSep 2320−2.3%PDF ↗
Oct 13MRSHMarsh Common Stock▼ PARTIAL SELLJoint$50K–$100KSep 1726−5.2%PDF ↗
Oct 13EMREmerson Electric Company Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 17260.0%PDF ↗
Oct 13LINLinde plc - Ordinary Shares▼ PARTIAL SELLJoint$15K–$50KSep 1726−0.6%PDF ↗
Oct 13LMTLockheed Martin Corporation Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 1726PDF ↗
Oct 13LMTLockheed Martin Corporation Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 1726PDF ↗
Oct 13ROKRockwell Automation, Inc. Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 1726PDF ↗
Oct 13LOWLowe's Companies, Inc. Common Stock▼ PARTIAL SELLJoint$1K–$15KSep 17260.0%PDF ↗
Sep 25CNPCenterPoint Energy, Inc▼ SELLMember$15K–$50KSep 1510−2.3%PDF ↗
Sep 25STESTERIS plc▼ SELLMember$15K–$50KSep 15100.0%PDF ↗
Sep 25STXSeagate Technology Holdings PLC - Ordinary Shares▼ PARTIAL SELLMember$1K–$15KSep 1510+6.9%PDF ↗
Sep 25TJXTJX Companies, Inc.▼ SELLMember$1K–$15KSep 1510+4.4%PDF ↗
Sep 25CDNSCadence Design Systems, Inc. - Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 14110.0%PDF ↗
Sep 25HDHome Depot, Inc.▼ SELLJoint$15K–$50KSep 1411−0.8%PDF ↗
Sep 25IQVIQVIA Holdings, Inc. Common Stock▼ SELLJoint$15K–$50KSep 1411+0.3%PDF ↗
Sep 25NEENextEra Energy, Inc. Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 1411−0.9%PDF ↗
Sep 25ROKRockwell Automation, Inc. Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 1411PDF ↗
Sep 25AIOVirtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest▼ PARTIAL SELLJoint$15K–$50KSep 1411+1.5%PDF ↗
Sep 25HDHome Depot, Inc.▼ PARTIAL SELLJoint$1K–$15KSep 1411−0.8%PDF ↗
Sep 25MRSHMarsh Common Stock▼ PARTIAL SELLJoint$1K–$15KSep 1411−5.2%PDF ↗
Sep 25OKEONEOK, Inc. Common StockEXCHANGEJoint$500K–$1MSep 1114PDF ↗
Sep 25OKEONEOK, Inc. Common StockEXCHANGEJoint$100K–$250KSep 1114PDF ↗
Sep 25HDHome Depot, Inc.▼ PARTIAL SELLJoint$15K–$50KSep 1015−3.6%PDF ↗
Sep 25UNHUnitedHealth Group Incorporated Common Stock▼ SELLJoint$15K–$50KSep 10150.0%PDF ↗
Sep 25NVONovo Nordisk A/S Common Stock▼ SELLMember$1K–$15KSep 1015−6.8%PDF ↗
Sep 25MRSHMarsh Common Stock▼ PARTIAL SELLJoint$100K–$250KSep 9160.0%PDF ↗
Sep 25BSXBoston Scientific Corporation Common Stock▼ SELLJoint$50K–$100KSep 916−8.5%PDF ↗
Sep 25PTCPTC Inc. - Common Stock▼ SELLJoint$50K–$100KSep 916PDF ↗
Sep 25ITWIllinois Tool Works Inc. Common Stock▼ SELLJoint$15K–$50KSep 916−0.5%PDF ↗
Sep 25AAPLApple Inc. - Common Stock▼ PARTIAL SELLChild$1K–$15KSep 817+5.4%PDF ↗
Sep 25AAPLApple Inc. - Common Stock▼ PARTIAL SELLChild$1K–$15KSep 817+5.4%PDF ↗
Sep 25IQVIQVIA Holdings, Inc. Common Stock▼ SELLChild$1K–$15KSep 817+3.4%PDF ↗
Sep 25BSXBoston Scientific Corporation Common Stock▼ PARTIAL SELLJoint$50K–$100KSep 421−0.6%−8.7%PDF ↗
Sep 25ITWIllinois Tool Works Inc. Common Stock▼ PARTIAL SELLJoint$50K–$100KSep 421−4.1%−2.1%PDF ↗
Sep 25OKEONEOK, Inc. Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 421−0.3%−7.4%PDF ↗
Sep 25BSXBoston Scientific Corporation Common Stock▼ SELLChild$1K–$15KSep 322−0.6%−8.7%PDF ↗
Sep 25BSXBoston Scientific Corporation Common Stock▼ SELLChild$1K–$15KSep 322−0.6%−8.7%PDF ↗
Sep 25BSXBoston Scientific Corporation Common Stock▼ SELLChild$1K–$15KSep 322−0.6%−8.7%PDF ↗
Sep 25IQVIQVIA Holdings, Inc. Common Stock▼ SELLChild$1K–$15KSep 322−1.8%PDF ↗
Sep 25AIOVirtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest▼ SELLChild$1K–$15KSep 322PDF ↗
Sep 25VUZIVuzix Corporation▼ SELLChild$1K–$15KSep 322−5.8%+13.5%PDF ↗
Sep 25VUZIVuzix Corporation▼ SELLChild$1K–$15KSep 322−5.8%+13.5%PDF ↗
Sep 25CDNSCadence Design Systems, Inc. - Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 2230.0%PDF ↗
Sep 25HDHome Depot, Inc.▼ PARTIAL SELLJoint$15K–$50KSep 223−1.4%−7.8%PDF ↗
Sep 25ITWIllinois Tool Works Inc. Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 223−4.1%−2.1%PDF ↗
Sep 25LINLinde plc - Ordinary Shares▼ SELLJoint$15K–$50KSep 2230.0%−1.6%PDF ↗
Sep 25LMTLockheed Martin Corporation Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 223−4.9%PDF ↗
Sep 25LMTLockheed Martin Corporation Common Stock▼ SELLJoint$15K–$50KSep 223−4.9%PDF ↗
Sep 25ORLYO'Reilly Automotive, Inc. - Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 223+1.1%−1.0%PDF ↗
Sep 25ROKRockwell Automation, Inc. Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 223+1.1%PDF ↗
Sep 25ROKRockwell Automation, Inc. Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 223+1.1%PDF ↗
Sep 25TJXTJX Companies, Inc.▼ PARTIAL SELLJoint$15K–$50KSep 223−0.1%−1.6%PDF ↗
Sep 25CLColgate-Palmolive Company Common Stock▼ PARTIAL SELLJoint$1K–$15KSep 223−2.1%PDF ↗
Sep 25LOWLowe's Companies, Inc. Common Stock▼ PARTIAL SELLJoint$1K–$15KSep 223−0.1%PDF ↗
Sep 25MRSHMarsh Common Stock▼ PARTIAL SELLJoint$1K–$15KSep 223−6.4%−11.2%PDF ↗
Sep 25NEENextEra Energy, Inc. Common Stock▼ PARTIAL SELLJoint$1K–$15KSep 223+1.9%−7.0%PDF ↗
Sep 25SBUXStarbucks Corporation - Common Stock▼ PARTIAL SELLJoint$1K–$15KSep 223−3.1%−11.5%PDF ↗
Sep 25XOMExxonMobil Holdings Corporation Common Stock▼ PARTIAL SELLJoint$100K–$250KAug 31250.0%−2.2%PDF ↗
Sep 25CRCrane Company Common Stock▼ SELLJoint$50K–$100KAug 31250.0%PDF ↗
Sep 25OKEONEOK, Inc. Common Stock▼ PARTIAL SELLJoint$50K–$100KAug 3125−0.3%−7.4%PDF ↗
Sep 25PTCPTC Inc. - Common Stock▼ SELLJoint$50K–$100KAug 3125PDF ↗
Sep 25BSXBoston Scientific Corporation Common Stock▼ SELLJoint$15K–$50KAug 3125−0.6%−8.7%PDF ↗
Sep 25RABrookfield Real Assets Income Fund Inc. Common Stock▼ SELLJoint$15K–$50KAug 31250.0%−8.0%PDF ↗
Sep 25CXTCrane NXT, Co. Common Stock▼ SELLJoint$15K–$50KAug 3125−0.1%−4.8%PDF ↗
Sep 25HDHome Depot, Inc.▼ PARTIAL SELLJoint$15K–$50KAug 3125−1.4%−7.8%PDF ↗
Sep 25HONHoneywell International Inc.▼ SELLJoint$15K–$50KAug 3125−0.2%+1.2%PDF ↗
Sep 25ITWIllinois Tool Works Inc. Common Stock▼ SELLJoint$15K–$50KAug 3125−4.1%−2.1%PDF ↗
Sep 25LINLinde plc - Ordinary Shares▼ PARTIAL SELLJoint$15K–$50KAug 31250.0%−1.6%PDF ↗
Sep 25ORLYO'Reilly Automotive, Inc. - Common Stock▼ PARTIAL SELLJoint$15K–$50KAug 3125+1.1%−1.0%PDF ↗
Sep 25PRGSProgress Software Corporation - Common Stock▼ SELLJoint$15K–$50KAug 3125−1.6%−11.9%PDF ↗
Sep 25TJXTJX Companies, Inc.▼ PARTIAL SELLJoint$15K–$50KAug 3125−0.1%−1.6%PDF ↗
Sep 25AIOVirtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest▼ PARTIAL SELLJoint$15K–$50KAug 3125PDF ↗
Sep 25CBChubb Limited Common Stock▲ BUYJoint$1K–$15KAug 31250.0%−1.6%PDF ↗
Sep 25KOCoca-Cola Company▲ BUYJoint$1K–$15KAug 3125−0.8%PDF ↗
Sep 25CLColgate-Palmolive Company Common Stock▼ SELLMember$1K–$15KAug 3125−2.1%PDF ↗
Sep 25FFord Motor Company Common Stock▼ SELLMember$1K–$15KAug 3125+5.3%−8.4%PDF ↗
Sep 25NVONovo Nordisk A/S Common Stock▼ PARTIAL SELLMember$1K–$15KAug 31250.0%−16.7%PDF ↗
Sep 25NVSNovartis AG Common Stock▼ SELLMember$15K–$50KAug 2729+2.4%−10.9%PDF ↗
Sep 25PBAPembina Pipeline Corp. Ordinary Shares▼ SELLMember$15K–$50KAug 2729+0.6%−2.5%PDF ↗
Sep 25CLColgate-Palmolive Company Common Stock▼ PARTIAL SELLMember$1K–$15KAug 2729−1.3%−5.2%PDF ↗
Sep 25HDHome Depot, Inc.▼ SELLMember$1K–$15KAug 2729−5.2%−10.6%PDF ↗
Sep 25TJXTJX Companies, Inc.▼ PARTIAL SELLMember$1K–$15KAug 2729−3.4%−3.8%PDF ↗
Sep 25WMTWalmart Inc. - Common Stock▼ PARTIAL SELLMember$1K–$15KAug 2729−0.6%+4.1%PDF ↗
Sep 1HDHome Depot, Inc.▼ PARTIAL SELLJoint$50K–$100KAug 248−5.2%−10.6%PDF ↗
Sep 1PGProcter & Gamble Company▼ SELLJoint$50K–$100KAug 248+1.1%+1.2%PDF ↗
Sep 1MDTMedtronic plc. Ordinary Shares▼ SELLJoint$15K–$50KAug 248−2.9%−1.3%PDF ↗
Sep 1LOWLowe's Companies, Inc. Common Stock▼ SELLJoint$1K–$15KAug 248−5.7%−9.6%PDF ↗
Sep 1MRSHMarsh Common Stock▼ SELLJoint$1K–$15KAug 2480.0%−11.2%PDF ↗
Sep 1MSFTMicrosoft Corporation - Common Stock▼ PARTIAL SELLJoint$15K–$50KAug 2111−2.5%0.0%PDF ↗
Sep 1VLTOVeralto Corp Common Stock▼ SELLJoint$1K–$15KAug 2111−1.5%−3.9%PDF ↗
Sep 1HONAHoneywell Aerospace Inc. - Common Stock▼ SELLJoint$15K–$50KAug 1913−1.4%−1.4%PDF ↗
Sep 1CLColgate-Palmolive Company Common Stock▼ SELLJoint$1K–$15KAug 19130.0%−3.4%PDF ↗
Sep 1BUDAnheuser-Busch Inbev SA Sponsored ADR▼ SELLMember$1K–$15KAug 1814+2.2%+3.4%PDF ↗
Sep 1BIIBBiogen Inc. - Common Stock▼ SELLMember$1K–$15KAug 1814+1.1%+1.3%PDF ↗
Sep 1KMBKimberly-Clark Corporation - Common Stock▼ SELLMember$1K–$15KAug 1814−1.0%−11.1%PDF ↗
Sep 1ADBEAdobe Inc. - Common Stock▼ PARTIAL SELLJoint$15K–$50KAug 1418−0.8%−4.9%PDF ↗
Sep 1ICLRICON plc - Ordinary Shares▼ PARTIAL SELLJoint$15K–$50KAug 1418+4.9%+0.7%PDF ↗
Sep 1CARRCarrier Global Corporation Common Stock▼ SELLJoint$1K–$15KAug 1418−1.3%−14.7%PDF ↗
Sep 1VLTOVeralto Corp Common Stock▼ PARTIAL SELLJoint$1K–$15KAug 1418+3.5%−1.2%PDF ↗
Sep 1BABoeing Company▼ SELLJoint$15K–$50KAug 1319−1.2%−9.5%PDF ↗
Sep 1BABoeing Company▼ SELLJoint$1K–$15KAug 1319−1.2%−9.5%PDF ↗
Sep 1GAPGap, Inc.▼ SELLMember$1K–$15KAug 1319−1.9%+14.7%PDF ↗
Sep 1HRLHormel Foods Corporation Common Stock▼ SELLMember$1K–$15KAug 1319−3.7%−16.9%PDF ↗
Sep 1NKENike, Inc. Common Stock▼ PARTIAL SELLMember$1K–$15KAug 1319−1.2%−9.4%PDF ↗
Sep 1WATWaters Corporation Common Stock▼ SELLJoint$1K–$15KAug 1319−0.3%−2.6%PDF ↗
Sep 1DISWalt Disney Company▼ SELLJoint$15K–$50KAug 1022+1.8%+0.4%PDF ↗
Sep 1OTISOtis Worldwide Corporation Common Stock▼ SELLJoint$1K–$15KAug 1022−1.2%−1.8%PDF ↗
Sep 1VLTOVeralto Corp Common Stock▼ SELLJoint$1K–$15KAug 1022+3.5%−1.2%PDF ↗
Sep 1ALCAlcon Inc. Ordinary Shares▼ SELLMember$1K–$15KAug 527+6.8%+4.5%PDF ↗
Sep 1PGProcter & Gamble Company▼ SELLJoint$1K–$15KAug 527+1.3%+1.2%PDF ↗
Sep 1SOLSSolstice Advanced Materials Inc. - Common Stock▼ SELLJoint$1K–$15KAug 527−4.7%+5.4%PDF ↗
Aug 12OGNOrganon & Co. Common Stock▼ SELLJoint$1K–$15KAug 57+0.3%+1.5%PDF ↗
Aug 12VSNTVersant Media Group, Inc. - Class A Common Stock▼ SELLJoint$1K–$15KAug 57+9.0%+7.7%PDF ↗
Aug 10CMCSAComcast Corporation - Class A Common Stock▼ SELLJoint$1K–$15KAug 55+5.8%+12.9%PDF ↗
Aug 10DEODiageo plc Common Stock▼ SELLJoint$1K–$15KAug 55+9.7%+4.6%PDF ↗
Aug 10ELEstee Lauder Companies, Inc.▼ SELLJoint$1K–$15KAug 55+4.5%+19.2%PDF ↗
Aug 10KVUEKenvue Inc. Common Stock▼ SELLJoint$1K–$15KAug 55−1.6%−1.5%PDF ↗
Aug 10MDLZMondelez International, Inc. - Class A Common Stock▼ SELLJoint$1K–$15KAug 55−0.7%−0.8%PDF ↗
Aug 10OGNOrganon & Co. Common Stock▼ SELLJoint$1K–$15KAug 55+0.3%+1.5%PDF ↗
Aug 10VSNTVersant Media Group, Inc. - Class A Common Stock▼ SELLJoint$1K–$15KAug 55+9.0%+7.7%PDF ↗
Jul 16XOMExxon Mobil Corporation Common StockEXCHANGEJoint$100K–$250KJul 214PDF ↗
Jul 16XOMExxon Mobil Corporation Common StockEXCHANGEJoint$100K–$250KJul 214PDF ↗
Jul 16HONAVHoneywell Aerospace Inc. - Common StockEXCHANGEJoint$15K–$50KJun 2917PDF ↗
Jun 2CTRACoterra Energy Inc. Common StockEXCHANGEJoint$15K–$50KMay 825PDF ↗
Jun 2CTRACoterra Energy Inc. Common StockEXCHANGEMember$15K–$50KMay 825PDF ↗
Jun 2DVNDevon Energy Corporation Common StockEXCHANGEMember$15K–$50KMay 825PDF ↗
Jun 2DVNDevon Energy Corporation Common StockEXCHANGEJoint$15K–$50KMay 825PDF ↗
Apr 3EXASExact Sciences Corporation - Common Stock▼ SELLChild$1K–$15KMar 2410PDF ↗
Apr 3PLDPrologis, Inc. Common Stock▼ SELLJoint$50K–$100KMar 2014−0.6%+5.5%+13.2%+2.1%PDF ↗
Apr 3MDTMedtronic plc. Ordinary Shares▼ SELLJoint$15K–$50KMar 20140.0%+2.3%−6.9%+8.8%PDF ↗
Apr 3TROWT. Rowe Price Group, Inc. - Common Stock▼ SELLJoint$15K–$50KMar 20140.0%+9.5%+27.2%+22.8%PDF ↗
Apr 3SMASmartStop Self Storage REIT, Inc. Common Stock▼ SELLJoint$500K–$1MMar 1816−7.1%−2.7%+0.2%−1.5%PDF ↗
Apr 3TXNTexas Instruments Incorporated - Common Stock▼ SELLJoint$500K–$1MMar 1816−1.1%+12.6%+57.8%+36.6%PDF ↗
Apr 3MUABlackrock MuniAssets Fund, Inc Common Stock▼ SELLJoint$50K–$100KMar 17170.0%+1.9%−8.6%PDF ↗
Apr 3BDXBecton, Dickinson and Company Common Stock▼ SELLJoint$15K–$50KMar 1717−4.6%−3.8%−10.0%+11.9%PDF ↗
Apr 3CTSHCognizant Technology Solutions Corporation - Class A Common Stock▼ SELLJoint$15K–$50KMar 1717+1.7%−1.7%−14.5%+3.7%PDF ↗
Apr 3CMCSAComcast Corporation - Class A Common Stock▼ SELLJoint$15K–$50KMar 1717+0.1%−3.2%−15.5%−13.0%PDF ↗
Apr 3IVZInvesco Ltd Common Stock▼ SELLJoint$15K–$50KMar 1717+1.1%+4.2%+21.9%+32.2%PDF ↗
Apr 3KVUEKenvue Inc. Common Stock▼ SELLJoint$15K–$50KMar 17170.0%−0.3%+4.3%+2.7%PDF ↗
Apr 3ACNAccenture plc Class A Ordinary Shares▼ SELLJoint$250K–$500KMar 1618+1.7%−3.2%−13.4%−6.5%PDF ↗
Apr 3IQVIQVIA Holdings, Inc. Common Stock▼ SELLJoint$50K–$100KMar 1618+1.4%+1.6%+10.2%+61.3%PDF ↗
Apr 3PRGSProgress Software Corporation - Common Stock▼ SELLJoint$50K–$100KMar 1618−16.2%−9.8%−8.3%+22.0%PDF ↗
Apr 3ICLRICON plc - Ordinary Shares▼ SELLJoint$100K–$250KMar 529−10.8%−4.6%+23.5%+54.3%PDF ↗
Mar 6WATWaters Corporation Common StockEXCHANGEJoint$1K–$15KFeb 925PDF ↗
Jan 22UNHUnitedHealth Group Incorporated Common Stock▼ SELLJoint$250K–$500KDec 2330+1.3%+1.1%−15.8%+22.5%PDF ↗
Nov 16BSXBoston Scientific Corporation Common Stock▼ PARTIAL SELLJoint$15K–$50KOct 2819−1.7%−1.4%−9.7%−39.4%PDF ↗
Nov 16MSFTMicrosoft Corporation - Common Stock▼ PARTIAL SELLJoint$15K–$50KOct 2819−3.1%−9.8%−11.0%−18.9%PDF ↗
Nov 16STXSeagate Technology Holdings PLC - Ordinary Shares▼ PARTIAL SELLMember$15K–$50KOct 2819+9.3%+1.4%+47.8%+147.3%PDF ↗
Nov 16HDHome Depot, Inc.▼ PARTIAL SELLMember$1K–$15KOct 2819−3.8%−11.0%−0.5%−9.4%PDF ↗
Nov 16ORLYO'Reilly Automotive, Inc. - Common Stock▼ PARTIAL SELLJoint$1K–$15KOct 28190.0%+2.4%+2.0%−4.3%PDF ↗
Nov 16ACNAccenture plc Class A Ordinary Shares▼ SELLJoint$100K–$250KOct 2720+1.0%+0.9%+15.6%−28.0%PDF ↗
Nov 16MCDMcDonald's Corporation Common Stock▼ SELLJoint$100K–$250KOct 2324+0.6%−0.3%−0.2%+1.1%PDF ↗
Nov 16MCDMcDonald's Corporation Common Stock▼ SELLJoint$1K–$15KOct 2324+0.6%−0.3%−0.2%+1.1%PDF ↗
Nov 16STXSeagate Technology Holdings PLC - Ordinary Shares▼ PARTIAL SELLMember$15K–$50KOct 641−10.6%+1.2%+21.9%+69.8%PDF ↗
Oct 16ACNAccenture plc Class A Ordinary Shares▼ PARTIAL SELLJoint$15K–$50KSep 2620−0.3%−0.5%+13.6%−16.6%−24.4%PDF ↗
Oct 16HDHome Depot, Inc.▼ PARTIAL SELLJoint$15K–$50KSep 2620−2.1%−5.7%−17.0%−22.8%−27.8%PDF ↗
Oct 16MASIMasimo Corporation - Common Stock▼ SELLJoint$15K–$50KSep 2620+2.8%+3.3%−2.7%+25.4%PDF ↗
Oct 16MSFTMicrosoft Corporation - Common Stock▼ PARTIAL SELLJoint$15K–$50KSep 2620−1.2%−0.8%−6.2%−26.3%−4.7%PDF ↗

Last report filed Oct 13, 2026. Trades by a spouse or dependent child are included, as on the form. Photo and biography: official portrait and public records via the congress-legislators project (public domain).