Kevin Hern(age: 64)
207
Total Trades
153
Buys
48
Sells
$110.5M
Est. Net Worth (2025)
$2.3M - $13.6M
Disclosed Trades Value
2026-01-07
Last Trade
Portfolio Concentration
Top holdings by estimated value — hover for details
Estimated Portfolio
Derived from disclosed trades. Amounts are STOCK Act disclosure ranges, not exact values.
| Ticker | Company | Last Action | Buys | Sells | Est. Value | Last Trade |
|---|---|---|---|---|---|---|
 RY
|
Royal Bank of Canada | buy | 3 | 0 | $1.8M - $6.5M | Jan 07 2026 |
| BNPQY | BNP Paribas | sell | 2 | 2 | $0 - $4.2M | Oct 09 2025 |
 GS
|
The Goldman Sachs Group Inc | buy | 1 | 0 | $250K - $500K | Apr 24 2025 |
 TD
|
The Toronto-Dominion Bank | buy | 1 | 0 | $250K - $500K | Apr 24 2024 |
 HD
|
The Home Depot Inc | sell | 13 | 2 | $0 - $178K | Oct 28 2025 |
 MCD
|
McDonald's Corp | sell | 1 | 2 | $0 - $148K | Oct 23 2025 |
 TXN
|
Texas Instruments Inc | buy | 8 | 0 | $8K - $120K | May 21 2024 |
 OKE
|
ONEOK Inc | buy | 8 | 0 | $8K - $120K | May 15 2024 |
 XOM
|
Exxon Mobil Corp | buy | 7 | 0 | $7K - $105K | Dec 10 2024 |
 DVN
|
Devon Energy Corp | sell | 12 | 1 | $0 - $104K | Dec 31 2024 |
| INRE | Inland Real Estate Income Trust Inc | buy | 6 | 0 | $6K - $90K | Jul 08 2024 |
 WMB
|
The Williams Cos Inc | buy | 6 | 0 | $6K - $90K | Jun 24 2024 |
 LIN
|
Linde PLC | buy | 6 | 0 | $6K - $90K | Jun 21 2024 |
 NEE
|
NextEra Energy Inc | buy | 6 | 0 | $6K - $90K | Jun 17 2024 |
 RTX
|
RTX Corp | buy | 6 | 0 | $6K - $90K | Jun 13 2024 |
 EMR
|
Emerson Electric Co | buy | 6 | 0 | $6K - $90K | Jun 10 2024 |
 ROK
|
Rockwell Automation Inc | buy | 6 | 0 | $6K - $90K | Jun 10 2024 |
 LMT
|
Lockheed Martin Corp | buy | 5 | 0 | $5K - $75K | Jun 28 2024 |
 PXD
|
Pioneer Natural Resources Co | exchange | 5 | 0 | $5K - $75K | May 03 2024 |
 JPM
|
JPMorgan Chase & Co | buy | 5 | 0 | $5K - $75K | Apr 30 2024 |
| MRSH | Marsh & McLennan Companies Inc | buy | 4 | 0 | $4K - $60K | May 15 2024 |
| MMP | Magellan Midstream Partners LP | exchange | 3 | 0 | $3K - $45K | Sep 26 2023 |
| FSEN | FS ENERGY AND POWER FUND | buy | 2 | 0 | $2K - $30K | Jul 17 2023 |
 CB
|
Chubb Ltd | buy | 1 | 0 | $1K - $15K | Jul 08 2024 |
 COST
|
Costco Wholesale Corp | buy | 1 | 0 | $1K - $15K | Jan 12 2024 |
| ARGO | ARGO GROUP INTL HOLDINGS LTD | buy | 1 | 0 | $1K - $15K | Jun 20 2023 |
| ABB | ABB Ltd | buy | 1 | 0 | $1K - $15K | May 11 2023 |
 UNH
|
Unitedhealth Group Inc | sell | 6 | 1 | Sold | Dec 23 2025 |
 ACN
|
Accenture PLC | sell | 5 | 2 | Sold | Oct 27 2025 |
 JNJ
|
Johnson & Johnson | sell | 6 | 1 | Sold | Dec 31 2024 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Jan 07 2026 | Feb 19 2026 |
RY
|
Royal Bank of Canada | buy | $250K - $500K | Joint |
| Dec 23 2025 | Jan 23 2026 |
UNH
|
Unitedhealth Group Inc | sell | $250K - $500K | Joint |
| Oct 28 2025 | Nov 17 2025 |
 BSX
|
Boston Scientific Corp | sell | $15K - $50K | Joint |
| Oct 28 2025 | Nov 17 2025 |
 CSX
|
CSX Corp | sell | $15K - $50K | Not Disclosed |
| Oct 28 2025 | Nov 17 2025 |
HD
|
The Home Depot Inc | sell | $1K - $15K | Not Disclosed |
| Oct 28 2025 | Nov 17 2025 |
 MSFT
|
Microsoft Corp | sell | $15K - $50K | Joint |
| Oct 28 2025 | Nov 17 2025 |
 ORLY
|
O'Reilly Automotive Inc | sell | $1K - $15K | Joint |
| Oct 28 2025 | Nov 17 2025 |
 STX
|
Seagate Technology Holdings PLC | sell | $15K - $50K | Not Disclosed |
| Oct 27 2025 | Nov 17 2025 |
ACN
|
Accenture PLC | sell | $100K - $250K | Joint |
| Oct 23 2025 | Nov 17 2025 |
MCD
|
McDonald's Corp | sell | $1K - $15K | Joint |
| Oct 23 2025 | Nov 17 2025 |
MCD
|
McDonald's Corp | sell | $100K - $250K | Joint |
| Oct 10 2025 | Nov 17 2025 |
RY
|
Royal Bank of Canada | buy | $500K - $1M | Joint |
| Oct 10 2025 | Nov 17 2025 |
RY
|
Royal Bank of Canada | buy | $1M - $5M | Joint |
| Oct 09 2025 | Nov 17 2025 | BNPQY | BNP Paribas | sell | $250K - $500K | Joint |
| Oct 09 2025 | Nov 17 2025 | BNPQY | BNP Paribas | sell | $1M - $5M | Joint |
| Oct 06 2025 | Nov 17 2025 |
 ETN
|
Eaton Corp PLC | sell | $15K - $50K | Not Disclosed |
| Oct 06 2025 | Nov 17 2025 |
STX
|
Seagate Technology Holdings PLC | sell | $15K - $50K | Not Disclosed |
| Sep 26 2025 | Oct 16 2025 |
ACN
|
Accenture PLC | sell | $15K - $50K | Joint |
| Sep 26 2025 | Oct 16 2025 |
HD
|
The Home Depot Inc | sell | $15K - $50K | Joint |
| Sep 26 2025 | Oct 16 2025 |
 MASI
|
Masimo Corp | sell | $15K - $50K | Joint |
| Sep 26 2025 | Oct 16 2025 |
MSFT
|
Microsoft Corp | sell | $15K - $50K | Joint |
| Apr 24 2025 | May 14 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $250K - $500K | Joint |
| Apr 04 2025 | May 14 2025 | BNPQY | BNP Paribas | buy | $250K - $500K | Joint |
| Apr 04 2025 | May 14 2025 | BNPQY | BNP Paribas | buy | $1M - $5M | Joint |
| Mar 31 2025 | Apr 24 2025 | — | MORGAN STANLEY FINANCE LLC | sell | $500K - $1M | Joint |
| Jan 29 2025 | Feb 17 2025 | — | FT VEST TOTAL RETURN INCOME FUND | buy | $100K - $250K | Joint |
| Dec 31 2024 | Jan 16 2025 | AGCO | AGCO Corp | sell | $50K - $100K | Joint |
| Dec 31 2024 | Jan 16 2025 |
DVN
|
Devon Energy Corp | sell | $250K - $500K | Joint |
| Dec 31 2024 | Jan 16 2025 |
 DXCM
|
DexCom Inc | sell | $50K - $100K | Joint |
| Dec 31 2024 | Jan 16 2025 |
 EL
|
The Estee Lauder Cos Inc | sell | $15K - $50K | Joint |
| Dec 31 2024 | Jan 16 2025 |
 INTC
|
Intel Corp | sell | $50K - $100K | Joint |
| Dec 31 2024 | Jan 16 2025 |
JNJ
|
Johnson & Johnson | sell | $100K - $250K | Joint |
| Dec 12 2024 | Jan 16 2025 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Dec 10 2024 | Jan 16 2025 |
XOM
|
Exxon Mobil Corp | buy | $1K - $15K | Joint |
| Dec 03 2024 | Jan 16 2025 |
 C
|
Citigroup Inc | sell | $500K - $1M | Joint |
| Nov 18 2024 | Dec 17 2024 | — | FEDERAL FARM CREDIT BANK | sell | $100K - $250K | Joint |
| Oct 29 2024 | Nov 18 2024 |
MCD
|
McDonald's Corp | buy | $100K - $250K | Joint |
| Oct 03 2024 | Nov 18 2024 | — | US TREASURY BILLS | sell | $100K - $250K | Joint |
| Oct 03 2024 | Nov 18 2024 | — | US TREASURY BILLS | sell | $1M - $5M | Joint |
| Sep 23 2024 | Oct 17 2024 |
C
|
Citigroup Inc | sell | $250K - $500K | Joint |
| Jul 26 2024 | Aug 12 2024 | 8376923Z | Barclays Bank PLC | sell | $250K - $500K | Joint |
| Jul 19 2024 | Aug 12 2024 |
 BMO
|
Bank of Montreal | sell | $250K - $500K | Joint |
| Jul 08 2024 | Aug 12 2024 |
CB
|
Chubb Ltd | buy | $1K - $15K | Joint |
| Jul 08 2024 | Aug 12 2024 | INRE | Inland Real Estate Income Trust Inc | buy | $1K - $15K | Joint |
| Jun 28 2024 | Jul 16 2024 |
DVN
|
Devon Energy Corp | buy | $1K - $15K | Joint |
| Jun 28 2024 | Jul 16 2024 |
DVN
|
Devon Energy Corp | buy | $1K - $15K | Joint |
| Jun 28 2024 | Jul 16 2024 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Joint |
| Jun 25 2024 | Jul 16 2024 |
UNH
|
Unitedhealth Group Inc | buy | $1K - $15K | Joint |
| Jun 24 2024 | Jul 16 2024 |
WMB
|
The Williams Cos Inc | buy | $1K - $15K | Joint |
| Jun 21 2024 | Jul 16 2024 |
LIN
|
Linde PLC | buy | $1K - $15K | Joint |
| Jun 20 2024 | Jul 16 2024 | AGCO | AGCO Corp | buy | $1K - $15K | Joint |
| Jun 17 2024 | Jul 16 2024 |
NEE
|
NextEra Energy Inc | buy | $1K - $15K | Joint |
| Jun 13 2024 | Jul 16 2024 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Jun 13 2024 | Jul 16 2024 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Jun 13 2024 | Jul 16 2024 |
RTX
|
RTX Corp | buy | $1K - $15K | Joint |
| Jun 10 2024 | Jul 16 2024 |
EMR
|
Emerson Electric Co | buy | $1K - $15K | Joint |
| Jun 10 2024 | Jul 16 2024 |
XOM
|
Exxon Mobil Corp | buy | $1K - $15K | Joint |
| Jun 10 2024 | Jul 16 2024 |
XOM
|
Exxon Mobil Corp | buy | $1K - $15K | Joint |
| Jun 10 2024 | Jul 16 2024 |
ROK
|
Rockwell Automation Inc | buy | $1K - $15K | Joint |
| Jun 04 2024 | Jul 16 2024 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Joint |
| May 21 2024 | Jun 10 2024 |
TXN
|
Texas Instruments Inc | buy | $1K - $15K | Joint |
| May 21 2024 | Jun 10 2024 |
TXN
|
Texas Instruments Inc | buy | $1K - $15K | Joint |
| May 17 2024 | Jun 10 2024 |
ACN
|
Accenture PLC | buy | $1K - $15K | Joint |
| May 16 2024 | Jun 10 2024 | — | US TREASURY BILLS | sell | $500K - $1M | Joint |
| May 15 2024 | Jun 10 2024 | MRSH | Marsh & McLennan Companies Inc | buy | $1K - $15K | Joint |
| May 15 2024 | Jun 10 2024 |
OKE
|
ONEOK Inc | buy | $1K - $15K | Joint |
| May 15 2024 | Jun 10 2024 |
OKE
|
ONEOK Inc | buy | $1K - $15K | Joint |
| May 03 2024 | Jun 10 2024 |
XOM
|
Exxon Mobil Corp | receive | $100K - $250K | Joint |
| May 03 2024 | Jun 10 2024 |
PXD
|
Pioneer Natural Resources Co | exchange | $100K - $250K | Joint |
| Apr 30 2024 | May 13 2024 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Joint |
| Apr 24 2024 | May 13 2024 |
TD
|
The Toronto-Dominion Bank | buy | $250K - $500K | Joint |
| Apr 08 2024 | May 13 2024 | INRE | Inland Real Estate Income Trust Inc | buy | $1K - $15K | Joint |
| Mar 29 2024 | Apr 15 2024 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Joint |
| Mar 28 2024 | Apr 15 2024 |
LIN
|
Linde PLC | buy | $1K - $15K | Joint |
| Mar 28 2024 | Apr 15 2024 |
DVN
|
Devon Energy Corp | buy | $15K - $50K | Joint |
| Mar 28 2024 | Apr 15 2024 |
DVN
|
Devon Energy Corp | buy | $1K - $15K | Joint |
| Mar 25 2024 | Apr 15 2024 |
WMB
|
The Williams Cos Inc | buy | $1K - $15K | Joint |
| Mar 22 2024 | Apr 15 2024 |
PXD
|
Pioneer Natural Resources Co | buy | $1K - $15K | Joint |
| Mar 21 2024 | Apr 15 2024 |
RTX
|
RTX Corp | buy | $1K - $15K | Joint |
| Mar 21 2024 | Apr 15 2024 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Mar 21 2024 | Apr 15 2024 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Mar 19 2024 | Apr 15 2024 |
UNH
|
Unitedhealth Group Inc | buy | $1K - $15K | Joint |
| Mar 15 2024 | Apr 15 2024 |
NEE
|
NextEra Energy Inc | buy | $1K - $15K | Joint |
| Mar 11 2024 | Apr 15 2024 |
ROK
|
Rockwell Automation Inc | buy | $1K - $15K | Joint |
| Mar 11 2024 | Apr 15 2024 |
EMR
|
Emerson Electric Co | buy | $1K - $15K | Joint |
| Mar 11 2024 | Apr 15 2024 |
XOM
|
Exxon Mobil Corp | buy | $1K - $15K | Joint |
| Mar 05 2024 | Apr 15 2024 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Joint |
| Feb 23 2024 | Mar 13 2024 | — | CITIGROUP GLOBAL MKTS HLDGS | sell | $250K - $500K | Joint |
| Feb 20 2024 | Mar 13 2024 |
ACN
|
Accenture PLC | buy | $1K - $15K | Joint |
| Feb 15 2024 | Mar 13 2024 | MRSH | Marsh & McLennan Companies Inc | buy | $1K - $15K | Joint |
| Feb 14 2024 | Mar 13 2024 |
OKE
|
ONEOK Inc | buy | $1K - $15K | Joint |
| Feb 14 2024 | Mar 13 2024 |
OKE
|
ONEOK Inc | buy | $1K - $15K | Joint |
| Feb 13 2024 | Mar 13 2024 |
TXN
|
Texas Instruments Inc | buy | $1K - $15K | Joint |
| Feb 13 2024 | Mar 13 2024 |
TXN
|
Texas Instruments Inc | buy | $1K - $15K | Joint |
| Jan 31 2024 | Feb 12 2024 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Joint |
| Jan 12 2024 | Feb 12 2024 |
COST
|
Costco Wholesale Corp | buy | $1K - $15K | Joint |
| Jan 05 2024 | Feb 12 2024 | INRE | Inland Real Estate Income Trust Inc | buy | $1K - $15K | Joint |
| Jan 02 2024 | Feb 12 2024 |
 EXAS
|
Exact Sciences Corporation | sell | $1K - $15K | Dependent |
| Jan 02 2024 | Feb 12 2024 |
 VUZI
|
Vuzix Corp | sell | $1K - $15K | Dependent |
| Dec 29 2023 | Jan 15 2024 |
DVN
|
Devon Energy Corp | buy | $15K - $50K | Joint |
| Dec 29 2023 | Jan 15 2024 |
DVN
|
Devon Energy Corp | buy | $1K - $15K | Joint |
| Dec 29 2023 | Jan 15 2024 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Joint |
| Dec 26 2023 | Jan 15 2024 |
WMB
|
The Williams Cos Inc | buy | $1K - $15K | Joint |
| Dec 22 2023 | Jan 15 2024 |
PXD
|
Pioneer Natural Resources Co | buy | $1K - $15K | Joint |
| Dec 18 2023 | Jan 15 2024 |
LIN
|
Linde PLC | buy | $1K - $15K | Joint |
| Dec 15 2023 | Jan 15 2024 |
NEE
|
NextEra Energy Inc | buy | $1K - $15K | Joint |
| Dec 14 2023 | Jan 15 2024 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Dec 14 2023 | Jan 15 2024 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Dec 14 2023 | Jan 15 2024 |
RTX
|
RTX Corp | buy | $1K - $15K | Joint |
| Dec 12 2023 | Jan 15 2024 |
UNH
|
Unitedhealth Group Inc | buy | $1K - $15K | Joint |
| Dec 11 2023 | Jan 15 2024 |
EMR
|
Emerson Electric Co | buy | $1K - $15K | Joint |
| Dec 11 2023 | Jan 15 2024 |
XOM
|
Exxon Mobil Corp | buy | $1K - $15K | Joint |
| Dec 11 2023 | Jan 15 2024 |
ROK
|
Rockwell Automation Inc | buy | $1K - $15K | Joint |
| Dec 08 2023 | Jan 15 2024 |
 MTBC
|
CareCloud Inc | sell | $1K - $15K | Dependent |
| Dec 05 2023 | Jan 15 2024 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Joint |
| Nov 30 2023 | Dec 08 2023 | — | US TREASURY BILLS | sell | $500K - $1M | Joint |
| Nov 15 2023 | Dec 08 2023 |
ACN
|
Accenture PLC | buy | $1K - $15K | Joint |
| Nov 15 2023 | Dec 08 2023 | MRSH | Marsh & McLennan Companies Inc | buy | $1K - $15K | Joint |
| Nov 14 2023 | Dec 08 2023 |
OKE
|
ONEOK Inc | buy | $1K - $15K | Joint |
| Nov 14 2023 | Dec 08 2023 |
OKE
|
ONEOK Inc | buy | $1K - $15K | Joint |
| Nov 14 2023 | Dec 08 2023 |
TXN
|
Texas Instruments Inc | buy | $1K - $15K | Joint |
| Nov 14 2023 | Dec 08 2023 |
TXN
|
Texas Instruments Inc | buy | $1K - $15K | Joint |
| Nov 06 2023 | Dec 08 2023 | FMCC | Federal Home Loan Mortgage Corp | sell | $100K - $250K | Joint |
| Oct 31 2023 | Nov 20 2023 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Joint |
| Oct 11 2023 | Nov 20 2023 |
 CMP
|
Compass Minerals International Inc | sell | $1K - $15K | Not Disclosed |
| Oct 11 2023 | Nov 20 2023 | — | US TREASURY BILLS | buy | $500K - $1M | Joint |
| Oct 11 2023 | Nov 20 2023 | — | US TREASURY BILLS | buy | $50K - $100K | Joint |
| Oct 11 2023 | Nov 20 2023 |
 VOD
|
Vodafone Group Public Limited Company | sell | $1K - $15K | Not Disclosed |
| Oct 06 2023 | Nov 20 2023 | INRE | Inland Real Estate Income Trust Inc | buy | $1K - $15K | Joint |
| Sep 29 2023 | Oct 13 2023 |
DVN
|
Devon Energy Corp | buy | $1K - $15K | Joint |
| Sep 29 2023 | Oct 13 2023 |
DVN
|
Devon Energy Corp | buy | $15K - $50K | Joint |
| Sep 26 2023 | Oct 13 2023 |
OKE
|
ONEOK Inc | receive | $50K - $100K | Joint |
| Sep 26 2023 | Oct 13 2023 | MMP | Magellan Midstream Partners LP | exchange | $500K - $1M | Joint |
| Sep 26 2023 | Oct 13 2023 | MMP | Magellan Midstream Partners LP | exchange | $50K - $100K | Joint |
| Sep 26 2023 | Oct 13 2023 |
OKE
|
ONEOK Inc | receive | $500K - $1M | Joint |
| Sep 25 2023 | Oct 13 2023 | MMP | Magellan Midstream Partners LP | buy | $1K - $15K | Joint |
| Sep 25 2023 | Oct 13 2023 |
WMB
|
The Williams Cos Inc | buy | $1K - $15K | Joint |
| Sep 21 2023 | Oct 13 2023 |
PXD
|
Pioneer Natural Resources Co | buy | $1K - $15K | Joint |
| Sep 19 2023 | Oct 13 2023 |
LIN
|
Linde PLC | buy | $1K - $15K | Joint |
| Sep 19 2023 | Oct 13 2023 |
UNH
|
Unitedhealth Group Inc | buy | $1K - $15K | Joint |
| Sep 15 2023 | Oct 13 2023 |
NEE
|
NextEra Energy Inc | buy | $1K - $15K | Joint |
| Sep 14 2023 | Oct 13 2023 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Sep 14 2023 | Oct 13 2023 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Sep 11 2023 | Oct 13 2023 |
EMR
|
Emerson Electric Co | buy | $1K - $15K | Joint |
| Sep 11 2023 | Oct 13 2023 |
XOM
|
Exxon Mobil Corp | buy | $1K - $15K | Joint |
| Sep 11 2023 | Oct 13 2023 |
ROK
|
Rockwell Automation Inc | buy | $1K - $15K | Joint |
| Sep 07 2023 | Oct 13 2023 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Joint |
| Sep 07 2023 | Oct 13 2023 |
RTX
|
RTX Corp | buy | $1K - $15K | Joint |
| Aug 31 2023 | Sep 08 2023 | — | US TREASURY BILLS | sell | $500K - $1M | Joint |
| Aug 17 2023 | Sep 08 2023 | — | CITIGROUP GLOBAL MKTS HLDGS | buy | $500K - $1M | Joint |
| Aug 15 2023 | Sep 08 2023 |
ACN
|
Accenture PLC | buy | $1K - $15K | Joint |
| Aug 15 2023 | Sep 08 2023 | MRSH | Marsh & McLennan Companies Inc | buy | $1K - $15K | Joint |
| Aug 15 2023 | Sep 08 2023 |
TXN
|
Texas Instruments Inc | buy | $1K - $15K | Joint |
| Aug 14 2023 | Sep 08 2023 | MMP | Magellan Midstream Partners LP | buy | $1K - $15K | Joint |
| Aug 14 2023 | Sep 08 2023 |
OKE
|
ONEOK Inc | buy | $1K - $15K | Joint |
| Jul 31 2023 | Aug 17 2023 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Joint |
| Jul 28 2023 | Aug 17 2023 | — | CITIGROUP GLOBAL MKTS HLDGS | sell | $250K - $500K | Joint |
| Jul 20 2023 | Aug 17 2023 | — | US TREASURY BILLS | sell | $100K - $250K | Joint |
| Jul 17 2023 | Aug 17 2023 | FSEN | FS ENERGY AND POWER FUND | buy | $1K - $15K | Joint |
| Jul 13 2023 | Aug 17 2023 | INRE | Inland Real Estate Income Trust Inc | buy | $1K - $15K | Joint |
| Jun 30 2023 | Jul 13 2023 |
DVN
|
Devon Energy Corp | buy | $15K - $50K | Joint |
| Jun 30 2023 | Jul 13 2023 |
DVN
|
Devon Energy Corp | buy | $1K - $15K | Joint |
| Jun 27 2023 | Jul 13 2023 |
UNH
|
Unitedhealth Group Inc | buy | $1K - $15K | Joint |
| Jun 26 2023 | Jul 13 2023 |
WMB
|
The Williams Cos Inc | buy | $1K - $15K | Joint |
| Jun 23 2023 | Jul 13 2023 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Joint |
| Jun 21 2023 | Jul 13 2023 |
PXD
|
Pioneer Natural Resources Co | buy | $1K - $15K | Joint |
| Jun 20 2023 | Jul 13 2023 | ARGO | ARGO GROUP INTL HOLDINGS LTD | buy | $1K - $15K | Joint |
| Jun 16 2023 | Jul 13 2023 |
LIN
|
Linde PLC | buy | $1K - $15K | Joint |
| Jun 15 2023 | Jul 13 2023 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Jun 15 2023 | Jul 13 2023 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Jun 15 2023 | Jul 13 2023 |
NEE
|
NextEra Energy Inc | buy | $1K - $15K | Joint |
| Jun 15 2023 | Jul 13 2023 |
RTX
|
RTX Corp | buy | $1K - $15K | Joint |
| Jun 12 2023 | Jul 13 2023 |
ROK
|
Rockwell Automation Inc | buy | $1K - $15K | Joint |
| Jun 09 2023 | Jul 13 2023 |
EMR
|
Emerson Electric Co | buy | $1K - $15K | Joint |
| Jun 09 2023 | Jul 13 2023 |
XOM
|
Exxon Mobil Corp | buy | $1K - $15K | Joint |
| Jun 06 2023 | Jul 13 2023 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Joint |
| Jun 01 2023 | Jul 13 2023 | — | US TREASURY BILLS | buy | $500K - $1M | Joint |
| Jun 01 2023 | Jul 13 2023 | — | US TREASURY BILLS | sell | $500K - $1M | Joint |
| May 17 2023 | Jun 14 2023 |
ACN
|
Accenture PLC | buy | $1K - $15K | Joint |
| May 16 2023 | Jun 14 2023 |
TXN
|
Texas Instruments Inc | buy | $1K - $15K | Joint |
| May 15 2023 | Jun 14 2023 | MMP | Magellan Midstream Partners LP | buy | $1K - $15K | Joint |
| May 15 2023 | Jun 14 2023 |
OKE
|
ONEOK Inc | buy | $1K - $15K | Joint |
| May 11 2023 | Jun 14 2023 | ABB | ABB Ltd | buy | $1K - $15K | Joint |
| Apr 28 2023 | May 11 2023 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Joint |
| Apr 13 2023 | May 11 2023 | FSEN | FS ENERGY AND POWER FUND | buy | $1K - $15K | Joint |
| Apr 06 2023 | May 11 2023 | INRE | Inland Real Estate Income Trust Inc | buy | $1K - $15K | Joint |
| Apr 06 2023 | May 11 2023 |
 AHCO
|
AdaptHealth Corp | sell | $1K - $15K | Dependent |
| Apr 06 2023 | May 11 2023 |
AHCO
|
AdaptHealth Corp | sell | $1K - $15K | Dependent |
| Mar 31 2023 | Apr 11 2023 |
DVN
|
Devon Energy Corp | buy | $1K - $15K | Joint |
| Mar 31 2023 | Apr 11 2023 |
DVN
|
Devon Energy Corp | buy | $15K - $50K | Joint |
| Mar 28 2023 | Apr 11 2023 |
LIN
|
Linde PLC | buy | $1K - $15K | Joint |
| Mar 27 2023 | Apr 11 2023 |
WMB
|
The Williams Cos Inc | buy | $1K - $15K | Joint |
| Mar 24 2023 | Apr 11 2023 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Joint |
| Mar 23 2023 | Apr 11 2023 |
RTX
|
RTX Corp | buy | $1K - $15K | Joint |
| Mar 23 2023 | Apr 11 2023 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Mar 23 2023 | Apr 11 2023 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Mar 21 2023 | Apr 11 2023 | — | US TREASURY BILLS | sell | $1M - $5M | Joint |
| Mar 21 2023 | Apr 11 2023 |
UNH
|
Unitedhealth Group Inc | buy | $1K - $15K | Joint |
| Mar 17 2023 | Apr 11 2023 |
PXD
|
Pioneer Natural Resources Co | buy | $1K - $15K | Joint |
| Mar 15 2023 | Apr 11 2023 |
NEE
|
NextEra Energy Inc | buy | $1K - $15K | Joint |
| Mar 10 2023 | Apr 11 2023 |
ROK
|
Rockwell Automation Inc | buy | $1K - $15K | Joint |
| Mar 10 2023 | Apr 11 2023 |
EMR
|
Emerson Electric Co | buy | $1K - $15K | Joint |
| Mar 07 2023 | Apr 11 2023 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Joint |
| Mar 03 2023 | Apr 11 2023 | — | US TREASURY BILLS | buy | $250K - $500K | Joint |
| Mar 03 2023 | Apr 11 2023 | — | US TREASURY BILLS | buy | $250K - $500K | Joint |
| Mar 03 2023 | Apr 11 2023 | — | US TREASURY BILLS | buy | $250K - $500K | Joint |
| Mar 01 2023 | Apr 11 2023 |
INTC
|
Intel Corp | buy | $1K - $15K | Joint |