Kevin Hern
R · House · OK-1
Volume
$19.0M
3Y performance
+42%
vs S&P 500 ⓘ
−36%
Trades
315
Tickers
100
Kevin Hern (R · House · OK-1) has 315 disclosed stock trades from STOCK Act filings. Most active in WMB, ASML, JPM. Disclosed-trade replication return is +42% over 3 years (−36% vs the S&P 500) — non-audited.
Estimated net positions cumulative disclosed buys − sells
Estimated from disclosed transactions — not a verified portfolio. A name traded heavily in both directions can rank below its true position; the Buys/Sells/Activity tabs are the actual disclosed data.
Largest net positions top 10 by net disclosed buying
Largest trades by disclosed amount
| Transaction date | Stock | Type | Amount | Filed (disclosure delay) |
|---|---|---|---|---|
| 2023-02-01 | PXD Pioneer Natural Resources Co | Sell | $1M–5M | 2023-03-15 (42d) |
| 2023-01-04 | MSFT MICROSOFT CORP | Sell | $1M–5M | 2023-02-14 (41d) |
| 2026-09-11 | OKE Oneok, Inc. | Sell | $500K–1M | 2026-09-25 (14d) |
| 2026-03-18 | SMA SmartStop Self Storage REIT, Inc. | Sell | $500K–1M | 2026-04-03 (16d) |
| 2026-03-18 | TXN Texas Instruments Incorporated | Sell | $500K–1M | 2026-04-03 (16d) |
| 2023-09-26 | MMP Magellan Midstream Partners | Sell | $500K–1M | 2023-10-13 (17d) |
| 2026-03-16 | ACN Accenture PLC | Sell | $250K–500K | 2026-04-03 (18d) |
| 2025-12-23 | UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | Sell | $250K–500K | 2026-01-22 (30d) |
| 2024-12-31 | DVN Devon Energy Corporation | Sell | $250K–500K | 2025-01-15 (15d) |
| 2022-12-19 | ADBE Adobe Inc. | Sell | $250K–500K | 2023-01-13 (25d) |
Buys (purchases)
| Transaction date | Stock | Type | Amount | Filed (disclosure delay) |
|---|---|---|---|---|
| 2026-08-31 | CB Chubb Limited | Buy | $1K–15K | 2026-09-25 (25d) |
| 2026-08-31 | KO Coca-Cola Company | Buy | $1K–15K | 2026-09-25 (25d) |
| 2024-12-12 | HD Home Depot, Inc. | Buy | $1K–15K | 2025-01-15 (34d) |
| 2024-10-29 | MCD McDonald's Corporation | Buy | $100K–250K | 2024-11-15 (17d) |
| 2024-07-08 | CB Chubb Limited | Buy | $1K–15K | 2024-08-10 (33d) |
| 2024-06-24 | WMB Williams Companies Inc. | Buy | $1K–15K | 2024-07-15 (21d) |
| 2024-06-21 | LIN Linde plc Ordinary Share | Buy | $1K–15K | 2024-07-15 (24d) |
| 2024-06-13 | HD Home Depot, Inc. | Buy | $1K–15K | 2024-07-15 (32d) |
| 2024-05-15 | OKE Oneok, Inc. | Buy | $1K–15K | 2024-06-07 (23d) |
| 2024-03-28 | LIN Linde plc Ordinary Share | Buy | $1K–15K | 2024-04-12 (15d) |
| 2024-03-28 | DVN Devon Energy Corporation | Buy | $15K–50K | 2024-04-12 (15d) |
| 2024-03-25 | WMB Williams Companies Inc. | Buy | $1K–15K | 2024-04-12 (18d) |
| 2024-03-21 | HD Home Depot, Inc. | Buy | $1K–15K | 2024-04-12 (22d) |
| 2024-02-14 | OKE Oneok, Inc. | Buy | $1K–15K | 2024-03-12 (27d) |
| 2023-12-29 | DVN Devon Energy Corporation | Buy | $15K–50K | 2024-01-13 (15d) |
| 2023-12-29 | DVN Devon Energy Corporation | Buy | $1K–15K | 2024-01-13 (15d) |
| 2023-12-29 | LMT Lockheed Martin Corp. | Buy | $1K–15K | 2024-01-13 (15d) |
| 2023-12-26 | WMB Williams Companies Inc. | Buy | $1K–15K | 2024-01-13 (18d) |
| 2023-12-18 | LIN Linde plc Ordinary Share | Buy | $1K–15K | 2024-01-13 (26d) |
| 2023-12-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2024-01-13 (29d) |
| 2023-12-14 | HD Home Depot, Inc. | Buy | $1K–15K | 2024-01-13 (30d) |
| 2023-12-14 | RTX RTX Corporation | Buy | $1K–15K | 2024-01-13 (30d) |
| 2023-12-11 | EMR Emerson Electric Co. | Buy | $1K–15K | 2024-01-13 (33d) |
| 2023-12-11 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2024-01-13 (33d) |
| 2023-12-11 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2024-01-13 (33d) |
| 2023-12-05 | JNJ Johnson & Johnson | Buy | $1K–15K | 2024-01-13 (39d) |
| 2023-11-14 | OKE Oneok, Inc. | Buy | $1K–15K | 2023-12-07 (23d) |
| 2023-10-31 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2023-11-17 (17d) |
| 2023-09-29 | DVN Devon Energy Corporation | Buy | $1K–15K | 2023-10-13 (14d) |
| 2023-09-29 | DVN Devon Energy Corporation | Buy | $15K–50K | 2023-10-13 (14d) |
| 2023-09-25 | WMB Williams Companies Inc. | Buy | $1K–15K | 2023-10-13 (18d) |
| 2023-09-19 | LIN Linde plc Ordinary Share | Buy | $1K–15K | 2023-10-13 (24d) |
| 2023-09-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2023-10-13 (28d) |
| 2023-09-14 | HD Home Depot, Inc. | Buy | $1K–15K | 2023-10-13 (29d) |
| 2023-09-11 | EMR Emerson Electric Co. | Buy | $1K–15K | 2023-10-13 (32d) |
| 2023-09-11 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2023-10-13 (32d) |
| 2023-09-11 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2023-10-13 (32d) |
| 2023-09-07 | JNJ Johnson & Johnson | Buy | $1K–15K | 2023-10-13 (36d) |
| 2023-09-07 | RTX RTX Corporation | Buy | $1K–15K | 2023-10-13 (36d) |
| 2023-08-14 | OKE Oneok, Inc. | Buy | $1K–15K | 2023-09-07 (24d) |
| 2023-07-31 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2023-08-16 (16d) |
| 2023-06-30 | DVN Devon Energy Corporation | Buy | $15K–50K | 2023-07-12 (12d) |
| 2023-06-30 | DVN Devon Energy Corporation | Buy | $1K–15K | 2023-07-12 (12d) |
| 2023-06-26 | WMB Williams Companies Inc. | Buy | $1K–15K | 2023-07-12 (16d) |
| 2023-06-23 | LMT Lockheed Martin Corp. | Buy | $1K–15K | 2023-07-12 (19d) |
| 2023-06-16 | LIN Linde plc Ordinary Share | Buy | $1K–15K | 2023-07-12 (26d) |
| 2023-06-15 | HD Home Depot, Inc. | Buy | $1K–15K | 2023-07-12 (27d) |
| 2023-06-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2023-07-12 (27d) |
| 2023-06-12 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2023-07-12 (30d) |
| 2023-06-09 | EMR Emerson Electric Co. | Buy | $1K–15K | 2023-07-12 (33d) |
| 2023-06-09 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2023-07-12 (33d) |
| 2023-06-06 | JNJ Johnson & Johnson | Buy | $1K–15K | 2023-07-12 (36d) |
| 2023-05-15 | OKE Oneok, Inc. | Buy | $1K–15K | 2023-06-13 (29d) |
| 2023-05-11 | ABB Abb Ltd | Buy | $1K–15K | 2023-06-13 (33d) |
| 2023-04-28 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2023-05-11 (13d) |
| 2023-03-31 | DVN Devon Energy Corporation | Buy | $1K–15K | 2023-04-10 (10d) |
| 2023-03-31 | DVN Devon Energy Corporation | Buy | $15K–50K | 2023-04-10 (10d) |
| 2023-03-28 | LIN Linde plc Ordinary Share | Buy | $1K–15K | 2023-04-10 (13d) |
| 2023-03-27 | WMB Williams Companies Inc. | Buy | $1K–15K | 2023-04-10 (14d) |
| 2023-03-24 | LMT Lockheed Martin Corp. | Buy | $1K–15K | 2023-04-10 (17d) |
| 2023-03-23 | HD Home Depot, Inc. | Buy | $1K–15K | 2023-04-10 (18d) |
| 2023-03-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2023-04-10 (26d) |
| 2023-03-10 | EMR Emerson Electric Co. | Buy | $1K–15K | 2023-04-10 (31d) |
| 2023-03-10 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2023-04-10 (31d) |
| 2023-03-07 | JNJ Johnson & Johnson | Buy | $1K–15K | 2023-04-10 (34d) |
| 2023-03-01 | INTC Intel Corp | Buy | $1K–15K | 2023-04-10 (40d) |
| 2023-02-14 | OKE Oneok, Inc. | Buy | $1K–15K | 2023-03-15 (29d) |
| 2023-01-31 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2023-02-14 (14d) |
| 2022-12-30 | DVN Devon Energy Corporation | Buy | $1K–15K | 2023-01-13 (14d) |
| 2022-12-30 | DVN Devon Energy Corporation | Buy | $15K–50K | 2023-01-13 (14d) |
| 2022-12-30 | LMT Lockheed Martin Corp. | Buy | $1K–15K | 2023-01-13 (14d) |
| 2022-12-26 | WMB Williams Companies Inc. | Buy | $1K–15K | 2023-01-13 (18d) |
| 2022-12-15 | HD Home Depot, Inc. | Buy | $1K–15K | 2023-01-13 (29d) |
| 2022-12-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2023-01-13 (29d) |
| 2022-12-15 | RTN Raytheon Company | Buy | $1K–15K | 2023-01-13 (29d) |
| 2022-12-15 | PXD Pioneer Natural Resources Co | Buy | $15K–50K | 2023-01-13 (29d) |
| 2022-12-12 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2023-01-13 (32d) |
| 2022-12-09 | EMR Emerson Electric Co. | Buy | $1K–15K | 2023-01-13 (35d) |
| 2022-12-09 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2023-01-13 (35d) |
| 2022-12-08 | MSFT MICROSOFT CORP | Buy | $1K–15K | 2023-01-13 (36d) |
| 2022-12-06 | JNJ Johnson & Johnson | Buy | $1K–15K | 2023-01-13 (38d) |
| 2022-12-01 | INTC Intel Corp | Buy | $1K–15K | 2023-01-13 (43d) |
| 2022-11-14 | OKE Oneok, Inc. | Buy | $1K–15K | 2022-12-08 (24d) |
| 2022-10-31 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2022-11-09 (9d) |
| 2022-09-30 | DVN Devon Energy Corporation | Buy | $1K–15K | 2022-10-10 (10d) |
| 2022-09-30 | DVN Devon Energy Corporation | Buy | $15K–50K | 2022-10-10 (10d) |
| 2022-09-26 | WMB Williams Companies Inc. | Buy | $1K–15K | 2022-10-10 (14d) |
| 2022-09-16 | PXD Pioneer Natural Resources Co | Buy | $15K–50K | 2022-10-10 (24d) |
| 2022-09-15 | HD Home Depot, Inc. | Buy | $1K–15K | 2022-10-10 (25d) |
| 2022-09-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2022-10-10 (25d) |
| 2022-09-12 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2022-10-10 (28d) |
| 2022-09-09 | EMR Emerson Electric Co. | Buy | $1K–15K | 2022-10-10 (31d) |
| 2022-09-09 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2022-10-10 (31d) |
| 2022-08-25 | PTC PTC, INC | Buy | $15K–50K | 2022-09-15 (21d) |
| 2022-08-25 | ASML Asml Holding N.v. - New York | Buy | $50K–100K | 2022-09-15 (21d) |
| 2022-08-18 | CDNS Cadence Design Systems | Buy | $15K–50K | 2022-09-15 (28d) |
| 2022-08-17 | CTRA Coterra Energy Inc. | Buy | $15K–50K | 2022-09-15 (29d) |
| 2022-08-15 | OKE Oneok, Inc. | Buy | $1K–15K | 2022-09-15 (31d) |
| 2022-07-31 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2022-08-15 (15d) |
| 2022-07-08 | TIP Ishares Tips Bond Etf | Buy | $1K–15K | 2022-08-15 (38d) |
| 2022-06-30 | DVN Devon Energy Corporation | Buy | $1K–15K | 2022-07-15 (15d) |
| 2022-06-30 | DVN Devon Energy Corporation | Buy | $15K–50K | 2022-07-15 (15d) |
| 2022-06-27 | WMB Williams Companies Inc. | Buy | $1K–15K | 2022-07-15 (18d) |
| 2022-06-24 | LMT Lockheed Martin Corp. | Buy | $1K–15K | 2022-07-15 (21d) |
| 2022-06-21 | AGCO AGCO Corporation | Buy | $1K–15K | 2022-07-15 (24d) |
| 2022-06-16 | HD Home Depot, Inc. | Buy | $1K–15K | 2022-07-15 (29d) |
| 2022-06-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2022-07-15 (30d) |
| 2022-06-14 | PXD Pioneer Natural Resources Co | Buy | $15K–50K | 2022-07-15 (31d) |
| 2022-06-10 | EMR Emerson Electric Co. | Buy | $1K–15K | 2022-07-15 (35d) |
| 2022-06-10 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2022-07-15 (35d) |
| 2022-06-10 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2022-07-15 (35d) |
| 2022-06-09 | MSFT MICROSOFT CORP | Buy | $1K–15K | 2022-07-15 (36d) |
| 2022-06-07 | JNJ Johnson & Johnson | Buy | $1K–15K | 2022-07-15 (38d) |
| 2022-06-01 | INTC Intel Corp | Buy | $1K–15K | 2022-07-15 (44d) |
| 2022-05-16 | OKE Oneok, Inc. | Buy | $1K–15K | 2022-06-14 (29d) |
| 2022-05-11 | ABB Abb Ltd | Buy | $1K–15K | 2022-06-14 (34d) |
| 2022-04-30 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2022-05-12 (12d) |
| 2022-03-31 | DVN Devon Energy Corporation | Buy | $15K–50K | 2022-04-12 (12d) |
| 2022-03-31 | DVN Devon Energy Corporation | Buy | $1K–15K | 2022-04-12 (12d) |
| 2022-03-28 | WMB Williams Companies Inc. | Buy | $1K–15K | 2022-04-12 (15d) |
| 2022-03-25 | LMT Lockheed Martin Corp. | Buy | $1K–15K | 2022-04-12 (18d) |
| 2022-03-24 | HD Home Depot, Inc. | Buy | $1K–15K | 2022-04-12 (19d) |
| 2022-03-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2022-04-12 (28d) |
| 2022-03-11 | HON Honeywell International, Inc. | Buy | $1K–15K | 2022-04-12 (32d) |
| 2022-03-10 | EMR Emerson Electric Co. | Buy | $1K–15K | 2022-04-12 (33d) |
| 2022-03-10 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2022-04-12 (33d) |
| 2022-03-10 | MSFT MICROSOFT CORP | Buy | $1K–15K | 2022-04-12 (33d) |
| 2022-03-10 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2022-04-12 (33d) |
| 2022-03-08 | JNJ Johnson & Johnson | Buy | $1K–15K | 2022-04-12 (35d) |
| 2022-03-01 | INTC Intel Corp | Buy | $1K–15K | 2022-04-12 (42d) |
| 2022-02-14 | OKE Oneok, Inc. | Buy | $1K–15K | 2022-03-07 (21d) |
| 2022-01-31 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2022-02-02 (2d) |
| 2021-12-30 | DVN Devon Energy Corporation | Buy | $1K–15K | 2022-01-11 (12d) |
| 2021-12-27 | WMB Williams Companies Inc. | Buy | $1K–15K | 2022-01-11 (15d) |
| 2021-12-16 | HD Home Depot, Inc. | Buy | $1K–15K | 2022-01-11 (26d) |
| 2021-12-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2022-01-11 (27d) |
| 2021-12-10 | EMR Emerson Electric Co. | Buy | $1K–15K | 2022-01-11 (32d) |
| 2021-12-10 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2022-01-11 (32d) |
| 2021-12-10 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2022-01-11 (32d) |
| 2021-12-09 | MSFT MICROSOFT CORP | Buy | $1K–15K | 2022-01-11 (33d) |
| 2021-12-07 | JNJ Johnson & Johnson | Buy | $1K–15K | 2022-01-11 (35d) |
Sells (sales)
| Transaction date | Stock | Type | Amount | Filed (disclosure delay) |
|---|---|---|---|---|
| 2026-09-15 | CNP CenterPoint Energy, Inc. | Sell | $15K–50K | 2026-09-25 (10d) |
| 2026-09-15 | STE STERIS plc | Sell | $15K–50K | 2026-09-25 (10d) |
| 2026-09-15 | TJX TJX Companies, Inc. (The) | Sell | $1K–15K | 2026-09-25 (10d) |
| 2026-09-14 | HD Home Depot, Inc. | Sell | $1K–15K | 2026-09-25 (11d) |
| 2026-09-14 | HD Home Depot, Inc. | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-14 | MRSH Marsh | Sell | $1K–15K | 2026-09-25 (11d) |
| 2026-09-14 | CDNS Cadence Design Systems | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-14 | DVN Devon Energy Corporation | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-14 | EMR Emerson Electric Co. | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-14 | IQV IQVIA Holdings Inc. | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-14 | NEE NextEra Energy, Inc. | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-14 | ROK Rockwell Automation, Inc. | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-11 | OKE Oneok, Inc. | Sell | $500K–1M | 2026-09-25 (14d) |
| 2026-09-11 | OKE Oneok, Inc. | Sell | $100K–250K | 2026-09-25 (14d) |
| 2026-09-10 | HD Home Depot, Inc. | Sell | $15K–50K | 2026-09-25 (15d) |
| 2026-09-10 | UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | Sell | $15K–50K | 2026-09-25 (15d) |
| 2026-09-09 | MRSH Marsh | Sell | $100K–250K | 2026-09-25 (16d) |
| 2026-09-09 | PTC PTC, INC | Sell | $50K–100K | 2026-09-25 (16d) |
| 2026-09-09 | BSX Boston Scientific Corp. | Sell | $50K–100K | 2026-09-25 (16d) |
| 2026-09-09 | ITW Illinois Tool Works Inc. | Sell | $15K–50K | 2026-09-25 (16d) |
| 2026-09-08 | AAPL Apple Inc. | Sell | $1K–15K | 2026-09-25 (17d) |
| 2026-09-04 | OKE Oneok, Inc. | Sell | $15K–50K | 2026-09-25 (21d) |
| 2026-09-04 | BSX Boston Scientific Corp. | Sell | $50K–100K | 2026-09-25 (21d) |
| 2026-09-04 | DVN Devon Energy Corporation | Sell | $100K–250K | 2026-09-25 (21d) |
| 2026-09-04 | ITW Illinois Tool Works Inc. | Sell | $50K–100K | 2026-09-25 (21d) |
| 2026-09-03 | VUZI Vuzix Corporation | Sell | $1K–15K | 2026-09-25 (22d) |
| 2026-09-02 | HD Home Depot, Inc. | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | LIN Linde plc Ordinary Share | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | MRSH Marsh | Sell | $1K–15K | 2026-09-25 (23d) |
| 2026-09-02 | TJX TJX Companies, Inc. (The) | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | CDNS Cadence Design Systems | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | ITW Illinois Tool Works Inc. | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | LMT Lockheed Martin Corp. | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | ORLY O'Reilly Automotive, Inc. | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | ROK Rockwell Automation, Inc. | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-08-31 | CR Crane Company | Sell | $50K–100K | 2026-09-25 (25d) |
| 2026-08-31 | CXT Crane NXT, Co. | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | CSX CSX Corporation | Sell | $1K–15K | 2026-09-25 (25d) |
| 2026-08-31 | HD Home Depot, Inc. | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | HON Honeywell International, Inc. | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | LIN Linde plc Ordinary Share | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | OKE Oneok, Inc. | Sell | $50K–100K | 2026-09-25 (25d) |
| 2026-08-31 | PTC PTC, INC | Sell | $50K–100K | 2026-09-25 (25d) |
| 2026-08-31 | TJX TJX Companies, Inc. (The) | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | BSX Boston Scientific Corp. | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | RA Brookfield Real Assets Incom | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | DHR Danaher Corporation | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | DVN Devon Energy Corporation | Sell | $100K–250K | 2026-09-25 (25d) |
| 2026-08-31 | DVN Devon Energy Corporation | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | XOM Exxon Mobil Corporation | Sell | $100K–250K | 2026-09-25 (25d) |
| 2026-08-31 | ITW Illinois Tool Works Inc. | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | ORLY O'Reilly Automotive, Inc. | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | PRGS Progress Software Corp (DE) | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-27 | CSX CSX Corporation | Sell | $1K–15K | 2026-09-25 (29d) |
| 2026-08-27 | HD Home Depot, Inc. | Sell | $1K–15K | 2026-09-25 (29d) |
| 2026-08-27 | NVS St] F S: New S O: Hern Famil | Sell | $15K–50K | 2026-09-25 (29d) |
| 2026-08-27 | TJX TJX Companies, Inc. (The) | Sell | $1K–15K | 2026-09-25 (29d) |
| 2026-08-27 | PBA PEMBINA PIPELINE CORPORATION | Sell | $15K–50K | 2026-09-25 (29d) |
| 2026-08-24 | HD Home Depot, Inc. | Sell | $50K–100K | 2026-09-01 (8d) |
| 2026-08-24 | MRSH Marsh | Sell | $1K–15K | 2026-09-01 (8d) |
| 2026-08-24 | PG Procter & Gamble Company | Sell | $50K–100K | 2026-09-01 (8d) |
| 2026-08-24 | MDT Medtronic plc | Sell | $15K–50K | 2026-09-01 (8d) |
| 2026-08-21 | VLTO Veralto Corporation | Sell | $1K–15K | 2026-09-01 (11d) |
| 2026-08-21 | MSFT MICROSOFT CORP | Sell | $15K–50K | 2026-09-01 (11d) |
| 2026-08-19 | HONA Honeywell Aerospace Inc. - C | Sell | $15K–50K | 2026-09-01 (13d) |
| 2026-08-18 | BIIB Biogen Inc. Common Stock | Sell | $1K–15K | 2026-09-01 (14d) |
| 2026-08-14 | ADBE Adobe Inc. | Sell | $15K–50K | 2026-09-01 (18d) |
| 2026-08-14 | ICLR Icon Plc | Sell | $15K–50K | 2026-09-01 (18d) |
| 2026-08-14 | VLTO Veralto Corporation | Sell | $1K–15K | 2026-09-01 (18d) |
| 2026-08-13 | BA Boeing Company | Sell | $1K–15K | 2026-09-01 (19d) |
| 2026-08-13 | BA Boeing Company | Sell | $15K–50K | 2026-09-01 (19d) |
| 2026-08-13 | GAP The Gap, Inc. | Sell | $1K–15K | 2026-09-01 (19d) |
| 2026-08-13 | NKE Nike, Inc. | Sell | $1K–15K | 2026-09-01 (19d) |
| 2026-08-10 | VLTO Veralto Corporation | Sell | $1K–15K | 2026-09-01 (22d) |
| 2026-08-10 | DIS The Walt Disney Company | Sell | $15K–50K | 2026-09-01 (22d) |
| 2026-08-05 | DEO Diageo Plc Common Stock | Sell | $1K–15K | 2026-08-10 (5d) |
| 2026-08-05 | EL The Estee Lauder Companies Inc. Class A | Sell | $1K–15K | 2026-08-10 (5d) |
| 2026-08-05 | KVUE Kenvue Inc. | Sell | $1K–15K | 2026-08-10 (5d) |
| 2026-08-05 | OGN Organon & Co. | Sell | $1K–15K | 2026-08-10 (5d) |
| 2026-08-05 | ALC Alcon Inc. Ordinary Shares | Sell | $1K–15K | 2026-09-01 (27d) |
| 2026-08-05 | PG Procter & Gamble Company | Sell | $1K–15K | 2026-09-01 (27d) |
| 2026-07-02 | XOM Exxon Mobil Corporation | Sell | $100K–250K | 2026-07-16 (14d) |
| 2026-06-29 | HONAV Honeywell Aerospace Inc. - C | Sell | $15K–50K | 2026-07-16 (17d) |
| 2026-03-20 | PLD PROLOGIS, INC. | Sell | $50K–100K | 2026-04-03 (14d) |
| 2026-03-18 | SMA SmartStop Self Storage REIT, Inc. | Sell | $500K–1M | 2026-04-03 (16d) |
| 2026-03-18 | TXN Texas Instruments Incorporated | Sell | $500K–1M | 2026-04-03 (16d) |
| 2026-03-17 | IVZ Invesco LTD | Sell | $15K–50K | 2026-04-03 (17d) |
| 2026-03-17 | KVUE Kenvue Inc. | Sell | $15K–50K | 2026-04-03 (17d) |
| 2026-03-17 | MUA Blackrock Muniassets Fund In | Sell | $50K–100K | 2026-04-03 (17d) |
| 2026-03-16 | ACN Accenture PLC | Sell | $250K–500K | 2026-04-03 (18d) |
| 2026-03-16 | IQV IQVIA Holdings Inc. | Sell | $50K–100K | 2026-04-03 (18d) |
| 2026-03-16 | PRGS Progress Software Corp (DE) | Sell | $50K–100K | 2026-04-03 (18d) |
| 2026-03-05 | ICLR Icon Plc | Sell | $100K–250K | 2026-04-03 (29d) |
| 2025-12-23 | UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | Sell | $250K–500K | 2026-01-22 (30d) |
| 2025-10-28 | CSX CSX Corporation | Sell | $15K–50K | 2025-11-16 (19d) |
| 2025-10-28 | HD Home Depot, Inc. | Sell | $1K–15K | 2025-11-16 (19d) |
| 2025-10-27 | ACN Accenture PLC | Sell | $100K–250K | 2025-11-16 (20d) |
| 2025-10-23 | MCD McDonald's Corporation | Sell | $100K–250K | 2025-11-16 (24d) |
| 2025-09-26 | HD Home Depot, Inc. | Sell | $15K–50K | 2025-10-16 (20d) |
| 2025-09-26 | ACN Accenture PLC | Sell | $15K–50K | 2025-10-16 (20d) |
| 2025-09-26 | MASI Masimo Corporation | Sell | $15K–50K | 2025-10-16 (20d) |
| 2025-09-26 | MSFT MICROSOFT CORP | Sell | $15K–50K | 2025-10-16 (20d) |
| 2024-12-31 | EL The Estee Lauder Companies Inc. Class A | Sell | $15K–50K | 2025-01-15 (15d) |
| 2024-12-31 | AGCO AGCO Corporation | Sell | $50K–100K | 2025-01-15 (15d) |
| 2024-12-31 | DVN Devon Energy Corporation | Sell | $250K–500K | 2025-01-15 (15d) |
| 2024-12-31 | DXCM DexCom, Inc. | Sell | $50K–100K | 2025-01-15 (15d) |
| 2024-12-31 | INTC Intel Corp | Sell | $50K–100K | 2025-01-15 (15d) |
| 2024-12-31 | JNJ Johnson & Johnson | Sell | $100K–250K | 2025-01-15 (15d) |
| 2024-05-03 | XOM Exxon Mobil Corporation | Sell | $100K–250K | 2024-06-07 (35d) |
| 2024-05-03 | PXD Pioneer Natural Resources Co | Sell | $100K–250K | 2024-06-07 (35d) |
| 2024-01-02 | VUZI Vuzix Corporation | Sell | $1K–15K | 2024-02-11 (40d) |
| 2023-12-08 | CCLD CareCloud, Inc. Common Stock | Sell | $1K–15K | 2024-01-13 (36d) |
| 2023-10-11 | CMP Compass Minerals International, Inc. | Sell | $1K–15K | 2023-11-17 (37d) |
| 2023-09-26 | MMP Magellan Midstream Partners | Sell | $500K–1M | 2023-10-13 (17d) |
| 2023-09-26 | MMP Magellan Midstream Partners | Sell | $50K–100K | 2023-10-13 (17d) |
| 2023-04-06 | AHCO AdaptHealth Corp. Common Stock | Sell | $1K–15K | 2023-05-11 (35d) |
| 2023-02-01 | PXD Pioneer Natural Resources Co | Sell | $1M–5M | 2023-03-15 (42d) |
| 2023-01-31 | ADBE Adobe Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | AMZN Amazon.Com Inc | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | AMT American Tower Corporation | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | BLK Blackrock, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | BA Boeing Company | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | CB Chubb Limited | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | KO Coca-Cola Company | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | COST Costco Wholesale Corp | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | DHR Danaher Corporation | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | DG Dollar General Corp. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | ECL Ecolab, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | EXAS Exact Sciences Corporation | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | HD Home Depot, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | HON Honeywell International, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | ICLR Icon Plc | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | INTC Intel Corp | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | ICE Intercontinental Exchange Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | JNJ Johnson & Johnson | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | JPM JPMorgan Chase & Co. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | LIN Linde plc Ordinary Share | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | LMT Lockheed Martin Corp. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | LOW Lowe's Companies Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | MSFT MICROSOFT CORP | Sell | $15K–50K | 2023-02-14 (14d) |
| 2023-01-31 | NEE NextEra Energy, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | NVS Novartis Ag | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | ORLY O'Reilly Automotive, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | PH Parker-Hannifin Corporation | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | PSX PHILLIPS 66 | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | PG Procter & Gamble Company | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | RSG Republic Services Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | ROK Rockwell Automation, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | CRM Salesforce, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | TMO Thermo Fisher Scientific, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | TJX TJX Companies, Inc. (The) | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | V VISA Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-04 | MSFT MICROSOFT CORP | Sell | $1M–5M | 2023-02-14 (41d) |
| 2022-12-19 | ADBE Adobe Inc. | Sell | $250K–500K | 2023-01-13 (25d) |
| 2022-12-19 | ARCB ArcBest Corporation | Sell | $50K–100K | 2023-01-13 (25d) |
| 2022-12-19 | BLL Ball Corporation | Sell | $50K–100K | 2023-01-13 (25d) |
| 2022-12-19 | CCLD CareCloud, Inc. Common Stock | Sell | $1K–15K | 2023-01-13 (25d) |
| 2022-12-19 | ECL Ecolab, Inc. | Sell | $15K–50K | 2023-01-13 (25d) |
| 2022-12-19 | EXAS Exact Sciences Corporation | Sell | $50K–100K | 2023-01-13 (25d) |
| 2022-12-19 | MASI Masimo Corporation | Sell | $50K–100K | 2023-01-13 (25d) |
| 2022-12-19 | WYNN Wynn Resorts Ltd | Sell | $15K–50K | 2023-01-13 (25d) |
| 2022-12-19 | HLT Hilton Worldwide Holdings Inc. | Sell | $50K–100K | 2023-01-13 (25d) |
| 2022-11-21 | AMP Ameriprise Financial, Inc. | Sell | $1K–15K | 2022-12-08 (17d) |
| 2022-11-21 | CR Crane Company | Sell | $1K–15K | 2022-12-08 (17d) |
| 2022-11-21 | SHW The Sherwin-Williams Company | Sell | $1K–15K | 2022-12-08 (17d) |
| 2022-11-21 | VFC V.F. Corporation | Sell | $1K–15K | 2022-12-08 (17d) |
| 2022-06-10 | CERN Okerage Investment Account D | Sell | $15K–50K | 2022-07-15 (35d) |
| 2022-05-16 | MTBC Carecloud Inc. | Sell | $1K–15K | 2022-06-14 (29d) |
| 2022-05-16 | EXAS Exact Sciences Corporation | Sell | $1K–15K | 2022-06-14 (29d) |
| 2022-04-22 | AHCO AdaptHealth Corp. Common Stock | Sell | $1K–15K | 2022-05-12 (20d) |
| 2022-04-22 | IQV IQVIA Holdings Inc. | Sell | $1K–15K | 2022-05-12 (20d) |
| 2022-04-08 | HON Honeywell International, Inc. | Sell | $250K–500K | 2022-05-12 (34d) |
| 2022-04-01 | AHCO AdaptHealth Corp. Common Stock | Sell | $50K–100K | 2022-05-12 (41d) |
| 2021-12-20 | MDT Medtronic plc | Sell | $100K–250K | 2022-01-11 (22d) |
Trade activity most recent first
| Transaction date | Stock | Type | Amount | Filed (disclosure delay) |
|---|---|---|---|---|
| 2026-09-15 | CNP CenterPoint Energy, Inc. | Sell | $15K–50K | 2026-09-25 (10d) |
| 2026-09-15 | STE STERIS plc | Sell | $15K–50K | 2026-09-25 (10d) |
| 2026-09-15 | TJX TJX Companies, Inc. (The) | Sell | $1K–15K | 2026-09-25 (10d) |
| 2026-09-14 | HD Home Depot, Inc. | Sell | $1K–15K | 2026-09-25 (11d) |
| 2026-09-14 | HD Home Depot, Inc. | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-14 | MRSH Marsh | Sell | $1K–15K | 2026-09-25 (11d) |
| 2026-09-14 | CDNS Cadence Design Systems | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-14 | DVN Devon Energy Corporation | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-14 | EMR Emerson Electric Co. | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-14 | IQV IQVIA Holdings Inc. | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-14 | NEE NextEra Energy, Inc. | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-14 | ROK Rockwell Automation, Inc. | Sell | $15K–50K | 2026-09-25 (11d) |
| 2026-09-11 | OKE Oneok, Inc. | Sell | $500K–1M | 2026-09-25 (14d) |
| 2026-09-11 | OKE Oneok, Inc. | Sell | $100K–250K | 2026-09-25 (14d) |
| 2026-09-10 | HD Home Depot, Inc. | Sell | $15K–50K | 2026-09-25 (15d) |
| 2026-09-10 | UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | Sell | $15K–50K | 2026-09-25 (15d) |
| 2026-09-09 | MRSH Marsh | Sell | $100K–250K | 2026-09-25 (16d) |
| 2026-09-09 | PTC PTC, INC | Sell | $50K–100K | 2026-09-25 (16d) |
| 2026-09-09 | BSX Boston Scientific Corp. | Sell | $50K–100K | 2026-09-25 (16d) |
| 2026-09-09 | ITW Illinois Tool Works Inc. | Sell | $15K–50K | 2026-09-25 (16d) |
| 2026-09-08 | AAPL Apple Inc. | Sell | $1K–15K | 2026-09-25 (17d) |
| 2026-09-04 | OKE Oneok, Inc. | Sell | $15K–50K | 2026-09-25 (21d) |
| 2026-09-04 | BSX Boston Scientific Corp. | Sell | $50K–100K | 2026-09-25 (21d) |
| 2026-09-04 | DVN Devon Energy Corporation | Sell | $100K–250K | 2026-09-25 (21d) |
| 2026-09-04 | ITW Illinois Tool Works Inc. | Sell | $50K–100K | 2026-09-25 (21d) |
| 2026-09-03 | VUZI Vuzix Corporation | Sell | $1K–15K | 2026-09-25 (22d) |
| 2026-09-02 | HD Home Depot, Inc. | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | LIN Linde plc Ordinary Share | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | MRSH Marsh | Sell | $1K–15K | 2026-09-25 (23d) |
| 2026-09-02 | TJX TJX Companies, Inc. (The) | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | CDNS Cadence Design Systems | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | ITW Illinois Tool Works Inc. | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | LMT Lockheed Martin Corp. | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | ORLY O'Reilly Automotive, Inc. | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-09-02 | ROK Rockwell Automation, Inc. | Sell | $15K–50K | 2026-09-25 (23d) |
| 2026-08-31 | CB Chubb Limited | Buy | $1K–15K | 2026-09-25 (25d) |
| 2026-08-31 | KO Coca-Cola Company | Buy | $1K–15K | 2026-09-25 (25d) |
| 2026-08-31 | CR Crane Company | Sell | $50K–100K | 2026-09-25 (25d) |
| 2026-08-31 | CXT Crane NXT, Co. | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | CSX CSX Corporation | Sell | $1K–15K | 2026-09-25 (25d) |
| 2026-08-31 | HD Home Depot, Inc. | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | HON Honeywell International, Inc. | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | LIN Linde plc Ordinary Share | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | OKE Oneok, Inc. | Sell | $50K–100K | 2026-09-25 (25d) |
| 2026-08-31 | PTC PTC, INC | Sell | $50K–100K | 2026-09-25 (25d) |
| 2026-08-31 | TJX TJX Companies, Inc. (The) | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | BSX Boston Scientific Corp. | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | RA Brookfield Real Assets Incom | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | DHR Danaher Corporation | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | DVN Devon Energy Corporation | Sell | $100K–250K | 2026-09-25 (25d) |
| 2026-08-31 | DVN Devon Energy Corporation | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | XOM Exxon Mobil Corporation | Sell | $100K–250K | 2026-09-25 (25d) |
| 2026-08-31 | ITW Illinois Tool Works Inc. | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | ORLY O'Reilly Automotive, Inc. | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-31 | PRGS Progress Software Corp (DE) | Sell | $15K–50K | 2026-09-25 (25d) |
| 2026-08-27 | CSX CSX Corporation | Sell | $1K–15K | 2026-09-25 (29d) |
| 2026-08-27 | HD Home Depot, Inc. | Sell | $1K–15K | 2026-09-25 (29d) |
| 2026-08-27 | NVS St] F S: New S O: Hern Famil | Sell | $15K–50K | 2026-09-25 (29d) |
| 2026-08-27 | TJX TJX Companies, Inc. (The) | Sell | $1K–15K | 2026-09-25 (29d) |
| 2026-08-27 | PBA PEMBINA PIPELINE CORPORATION | Sell | $15K–50K | 2026-09-25 (29d) |
| 2026-08-24 | HD Home Depot, Inc. | Sell | $50K–100K | 2026-09-01 (8d) |
| 2026-08-24 | MRSH Marsh | Sell | $1K–15K | 2026-09-01 (8d) |
| 2026-08-24 | PG Procter & Gamble Company | Sell | $50K–100K | 2026-09-01 (8d) |
| 2026-08-24 | MDT Medtronic plc | Sell | $15K–50K | 2026-09-01 (8d) |
| 2026-08-21 | VLTO Veralto Corporation | Sell | $1K–15K | 2026-09-01 (11d) |
| 2026-08-21 | MSFT MICROSOFT CORP | Sell | $15K–50K | 2026-09-01 (11d) |
| 2026-08-19 | HONA Honeywell Aerospace Inc. - C | Sell | $15K–50K | 2026-09-01 (13d) |
| 2026-08-18 | BIIB Biogen Inc. Common Stock | Sell | $1K–15K | 2026-09-01 (14d) |
| 2026-08-14 | ADBE Adobe Inc. | Sell | $15K–50K | 2026-09-01 (18d) |
| 2026-08-14 | ICLR Icon Plc | Sell | $15K–50K | 2026-09-01 (18d) |
| 2026-08-14 | VLTO Veralto Corporation | Sell | $1K–15K | 2026-09-01 (18d) |
| 2026-08-13 | BA Boeing Company | Sell | $1K–15K | 2026-09-01 (19d) |
| 2026-08-13 | BA Boeing Company | Sell | $15K–50K | 2026-09-01 (19d) |
| 2026-08-13 | GAP The Gap, Inc. | Sell | $1K–15K | 2026-09-01 (19d) |
| 2026-08-13 | NKE Nike, Inc. | Sell | $1K–15K | 2026-09-01 (19d) |
| 2026-08-10 | VLTO Veralto Corporation | Sell | $1K–15K | 2026-09-01 (22d) |
| 2026-08-10 | DIS The Walt Disney Company | Sell | $15K–50K | 2026-09-01 (22d) |
| 2026-08-05 | DEO Diageo Plc Common Stock | Sell | $1K–15K | 2026-08-10 (5d) |
| 2026-08-05 | EL The Estee Lauder Companies Inc. Class A | Sell | $1K–15K | 2026-08-10 (5d) |
| 2026-08-05 | KVUE Kenvue Inc. | Sell | $1K–15K | 2026-08-10 (5d) |
| 2026-08-05 | OGN Organon & Co. | Sell | $1K–15K | 2026-08-10 (5d) |
| 2026-08-05 | ALC Alcon Inc. Ordinary Shares | Sell | $1K–15K | 2026-09-01 (27d) |
| 2026-08-05 | PG Procter & Gamble Company | Sell | $1K–15K | 2026-09-01 (27d) |
| 2026-07-02 | XOM Exxon Mobil Corporation | Sell | $100K–250K | 2026-07-16 (14d) |
| 2026-06-29 | HONAV Honeywell Aerospace Inc. - C | Sell | $15K–50K | 2026-07-16 (17d) |
| 2026-03-20 | PLD PROLOGIS, INC. | Sell | $50K–100K | 2026-04-03 (14d) |
| 2026-03-18 | SMA SmartStop Self Storage REIT, Inc. | Sell | $500K–1M | 2026-04-03 (16d) |
| 2026-03-18 | TXN Texas Instruments Incorporated | Sell | $500K–1M | 2026-04-03 (16d) |
| 2026-03-17 | IVZ Invesco LTD | Sell | $15K–50K | 2026-04-03 (17d) |
| 2026-03-17 | KVUE Kenvue Inc. | Sell | $15K–50K | 2026-04-03 (17d) |
| 2026-03-17 | MUA Blackrock Muniassets Fund In | Sell | $50K–100K | 2026-04-03 (17d) |
| 2026-03-16 | ACN Accenture PLC | Sell | $250K–500K | 2026-04-03 (18d) |
| 2026-03-16 | IQV IQVIA Holdings Inc. | Sell | $50K–100K | 2026-04-03 (18d) |
| 2026-03-16 | PRGS Progress Software Corp (DE) | Sell | $50K–100K | 2026-04-03 (18d) |
| 2026-03-05 | ICLR Icon Plc | Sell | $100K–250K | 2026-04-03 (29d) |
| 2025-12-23 | UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | Sell | $250K–500K | 2026-01-22 (30d) |
| 2025-10-28 | CSX CSX Corporation | Sell | $15K–50K | 2025-11-16 (19d) |
| 2025-10-28 | HD Home Depot, Inc. | Sell | $1K–15K | 2025-11-16 (19d) |
| 2025-10-27 | ACN Accenture PLC | Sell | $100K–250K | 2025-11-16 (20d) |
| 2025-10-23 | MCD McDonald's Corporation | Sell | $100K–250K | 2025-11-16 (24d) |
| 2025-09-26 | HD Home Depot, Inc. | Sell | $15K–50K | 2025-10-16 (20d) |
| 2025-09-26 | ACN Accenture PLC | Sell | $15K–50K | 2025-10-16 (20d) |
| 2025-09-26 | MASI Masimo Corporation | Sell | $15K–50K | 2025-10-16 (20d) |
| 2025-09-26 | MSFT MICROSOFT CORP | Sell | $15K–50K | 2025-10-16 (20d) |
| 2024-12-31 | EL The Estee Lauder Companies Inc. Class A | Sell | $15K–50K | 2025-01-15 (15d) |
| 2024-12-31 | AGCO AGCO Corporation | Sell | $50K–100K | 2025-01-15 (15d) |
| 2024-12-31 | DVN Devon Energy Corporation | Sell | $250K–500K | 2025-01-15 (15d) |
| 2024-12-31 | DXCM DexCom, Inc. | Sell | $50K–100K | 2025-01-15 (15d) |
| 2024-12-31 | INTC Intel Corp | Sell | $50K–100K | 2025-01-15 (15d) |
| 2024-12-31 | JNJ Johnson & Johnson | Sell | $100K–250K | 2025-01-15 (15d) |
| 2024-12-12 | HD Home Depot, Inc. | Buy | $1K–15K | 2025-01-15 (34d) |
| 2024-10-29 | MCD McDonald's Corporation | Buy | $100K–250K | 2024-11-15 (17d) |
| 2024-07-08 | CB Chubb Limited | Buy | $1K–15K | 2024-08-10 (33d) |
| 2024-06-24 | WMB Williams Companies Inc. | Buy | $1K–15K | 2024-07-15 (21d) |
| 2024-06-21 | LIN Linde plc Ordinary Share | Buy | $1K–15K | 2024-07-15 (24d) |
| 2024-06-13 | HD Home Depot, Inc. | Buy | $1K–15K | 2024-07-15 (32d) |
| 2024-05-15 | OKE Oneok, Inc. | Buy | $1K–15K | 2024-06-07 (23d) |
| 2024-05-03 | XOM Exxon Mobil Corporation | Sell | $100K–250K | 2024-06-07 (35d) |
| 2024-05-03 | PXD Pioneer Natural Resources Co | Sell | $100K–250K | 2024-06-07 (35d) |
| 2024-03-28 | LIN Linde plc Ordinary Share | Buy | $1K–15K | 2024-04-12 (15d) |
| 2024-03-28 | DVN Devon Energy Corporation | Buy | $15K–50K | 2024-04-12 (15d) |
| 2024-03-25 | WMB Williams Companies Inc. | Buy | $1K–15K | 2024-04-12 (18d) |
| 2024-03-21 | HD Home Depot, Inc. | Buy | $1K–15K | 2024-04-12 (22d) |
| 2024-02-14 | OKE Oneok, Inc. | Buy | $1K–15K | 2024-03-12 (27d) |
| 2024-01-02 | VUZI Vuzix Corporation | Sell | $1K–15K | 2024-02-11 (40d) |
| 2023-12-29 | DVN Devon Energy Corporation | Buy | $15K–50K | 2024-01-13 (15d) |
| 2023-12-29 | DVN Devon Energy Corporation | Buy | $1K–15K | 2024-01-13 (15d) |
| 2023-12-29 | LMT Lockheed Martin Corp. | Buy | $1K–15K | 2024-01-13 (15d) |
| 2023-12-26 | WMB Williams Companies Inc. | Buy | $1K–15K | 2024-01-13 (18d) |
| 2023-12-18 | LIN Linde plc Ordinary Share | Buy | $1K–15K | 2024-01-13 (26d) |
| 2023-12-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2024-01-13 (29d) |
| 2023-12-14 | HD Home Depot, Inc. | Buy | $1K–15K | 2024-01-13 (30d) |
| 2023-12-14 | RTX RTX Corporation | Buy | $1K–15K | 2024-01-13 (30d) |
| 2023-12-11 | EMR Emerson Electric Co. | Buy | $1K–15K | 2024-01-13 (33d) |
| 2023-12-11 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2024-01-13 (33d) |
| 2023-12-11 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2024-01-13 (33d) |
| 2023-12-08 | CCLD CareCloud, Inc. Common Stock | Sell | $1K–15K | 2024-01-13 (36d) |
| 2023-12-05 | JNJ Johnson & Johnson | Buy | $1K–15K | 2024-01-13 (39d) |
| 2023-11-14 | OKE Oneok, Inc. | Buy | $1K–15K | 2023-12-07 (23d) |
| 2023-10-31 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2023-11-17 (17d) |
| 2023-10-11 | CMP Compass Minerals International, Inc. | Sell | $1K–15K | 2023-11-17 (37d) |
| 2023-09-29 | DVN Devon Energy Corporation | Buy | $1K–15K | 2023-10-13 (14d) |
| 2023-09-29 | DVN Devon Energy Corporation | Buy | $15K–50K | 2023-10-13 (14d) |
| 2023-09-26 | MMP Magellan Midstream Partners | Sell | $500K–1M | 2023-10-13 (17d) |
| 2023-09-26 | MMP Magellan Midstream Partners | Sell | $50K–100K | 2023-10-13 (17d) |
| 2023-09-25 | WMB Williams Companies Inc. | Buy | $1K–15K | 2023-10-13 (18d) |
| 2023-09-19 | LIN Linde plc Ordinary Share | Buy | $1K–15K | 2023-10-13 (24d) |
| 2023-09-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2023-10-13 (28d) |
| 2023-09-14 | HD Home Depot, Inc. | Buy | $1K–15K | 2023-10-13 (29d) |
| 2023-09-11 | EMR Emerson Electric Co. | Buy | $1K–15K | 2023-10-13 (32d) |
| 2023-09-11 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2023-10-13 (32d) |
| 2023-09-11 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2023-10-13 (32d) |
| 2023-09-07 | JNJ Johnson & Johnson | Buy | $1K–15K | 2023-10-13 (36d) |
| 2023-09-07 | RTX RTX Corporation | Buy | $1K–15K | 2023-10-13 (36d) |
| 2023-08-14 | OKE Oneok, Inc. | Buy | $1K–15K | 2023-09-07 (24d) |
| 2023-07-31 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2023-08-16 (16d) |
| 2023-06-30 | DVN Devon Energy Corporation | Buy | $15K–50K | 2023-07-12 (12d) |
| 2023-06-30 | DVN Devon Energy Corporation | Buy | $1K–15K | 2023-07-12 (12d) |
| 2023-06-26 | WMB Williams Companies Inc. | Buy | $1K–15K | 2023-07-12 (16d) |
| 2023-06-23 | LMT Lockheed Martin Corp. | Buy | $1K–15K | 2023-07-12 (19d) |
| 2023-06-16 | LIN Linde plc Ordinary Share | Buy | $1K–15K | 2023-07-12 (26d) |
| 2023-06-15 | HD Home Depot, Inc. | Buy | $1K–15K | 2023-07-12 (27d) |
| 2023-06-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2023-07-12 (27d) |
| 2023-06-12 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2023-07-12 (30d) |
| 2023-06-09 | EMR Emerson Electric Co. | Buy | $1K–15K | 2023-07-12 (33d) |
| 2023-06-09 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2023-07-12 (33d) |
| 2023-06-06 | JNJ Johnson & Johnson | Buy | $1K–15K | 2023-07-12 (36d) |
| 2023-05-15 | OKE Oneok, Inc. | Buy | $1K–15K | 2023-06-13 (29d) |
| 2023-05-11 | ABB Abb Ltd | Buy | $1K–15K | 2023-06-13 (33d) |
| 2023-04-28 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2023-05-11 (13d) |
| 2023-04-06 | AHCO AdaptHealth Corp. Common Stock | Sell | $1K–15K | 2023-05-11 (35d) |
| 2023-03-31 | DVN Devon Energy Corporation | Buy | $1K–15K | 2023-04-10 (10d) |
| 2023-03-31 | DVN Devon Energy Corporation | Buy | $15K–50K | 2023-04-10 (10d) |
| 2023-03-28 | LIN Linde plc Ordinary Share | Buy | $1K–15K | 2023-04-10 (13d) |
| 2023-03-27 | WMB Williams Companies Inc. | Buy | $1K–15K | 2023-04-10 (14d) |
| 2023-03-24 | LMT Lockheed Martin Corp. | Buy | $1K–15K | 2023-04-10 (17d) |
| 2023-03-23 | HD Home Depot, Inc. | Buy | $1K–15K | 2023-04-10 (18d) |
| 2023-03-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2023-04-10 (26d) |
| 2023-03-10 | EMR Emerson Electric Co. | Buy | $1K–15K | 2023-04-10 (31d) |
| 2023-03-10 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2023-04-10 (31d) |
| 2023-03-07 | JNJ Johnson & Johnson | Buy | $1K–15K | 2023-04-10 (34d) |
| 2023-03-01 | INTC Intel Corp | Buy | $1K–15K | 2023-04-10 (40d) |
| 2023-02-14 | OKE Oneok, Inc. | Buy | $1K–15K | 2023-03-15 (29d) |
| 2023-02-01 | PXD Pioneer Natural Resources Co | Sell | $1M–5M | 2023-03-15 (42d) |
| 2023-01-31 | ADBE Adobe Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | AMZN Amazon.Com Inc | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | AMT American Tower Corporation | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | BLK Blackrock, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | BA Boeing Company | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | CB Chubb Limited | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | KO Coca-Cola Company | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | COST Costco Wholesale Corp | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | DHR Danaher Corporation | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | DG Dollar General Corp. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | ECL Ecolab, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | EXAS Exact Sciences Corporation | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | HD Home Depot, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | HON Honeywell International, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | ICLR Icon Plc | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | INTC Intel Corp | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | ICE Intercontinental Exchange Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | JNJ Johnson & Johnson | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | JPM JPMorgan Chase & Co. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | LIN Linde plc Ordinary Share | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | LMT Lockheed Martin Corp. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | LOW Lowe's Companies Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | MSFT MICROSOFT CORP | Sell | $15K–50K | 2023-02-14 (14d) |
| 2023-01-31 | NEE NextEra Energy, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | NVS Novartis Ag | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | ORLY O'Reilly Automotive, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | PH Parker-Hannifin Corporation | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | PSX PHILLIPS 66 | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | PG Procter & Gamble Company | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | RSG Republic Services Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | ROK Rockwell Automation, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | CRM Salesforce, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | TMO Thermo Fisher Scientific, Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | TJX TJX Companies, Inc. (The) | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-31 | V VISA Inc. | Sell | $1K–15K | 2023-02-14 (14d) |
| 2023-01-04 | MSFT MICROSOFT CORP | Sell | $1M–5M | 2023-02-14 (41d) |
| 2022-12-30 | DVN Devon Energy Corporation | Buy | $1K–15K | 2023-01-13 (14d) |
| 2022-12-30 | DVN Devon Energy Corporation | Buy | $15K–50K | 2023-01-13 (14d) |
| 2022-12-30 | LMT Lockheed Martin Corp. | Buy | $1K–15K | 2023-01-13 (14d) |
| 2022-12-26 | WMB Williams Companies Inc. | Buy | $1K–15K | 2023-01-13 (18d) |
| 2022-12-19 | ADBE Adobe Inc. | Sell | $250K–500K | 2023-01-13 (25d) |
| 2022-12-19 | ARCB ArcBest Corporation | Sell | $50K–100K | 2023-01-13 (25d) |
| 2022-12-19 | BLL Ball Corporation | Sell | $50K–100K | 2023-01-13 (25d) |
| 2022-12-19 | CCLD CareCloud, Inc. Common Stock | Sell | $1K–15K | 2023-01-13 (25d) |
| 2022-12-19 | ECL Ecolab, Inc. | Sell | $15K–50K | 2023-01-13 (25d) |
| 2022-12-19 | EXAS Exact Sciences Corporation | Sell | $50K–100K | 2023-01-13 (25d) |
| 2022-12-19 | MASI Masimo Corporation | Sell | $50K–100K | 2023-01-13 (25d) |
| 2022-12-19 | WYNN Wynn Resorts Ltd | Sell | $15K–50K | 2023-01-13 (25d) |
| 2022-12-19 | HLT Hilton Worldwide Holdings Inc. | Sell | $50K–100K | 2023-01-13 (25d) |
| 2022-12-15 | HD Home Depot, Inc. | Buy | $1K–15K | 2023-01-13 (29d) |
| 2022-12-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2023-01-13 (29d) |
| 2022-12-15 | RTN Raytheon Company | Buy | $1K–15K | 2023-01-13 (29d) |
| 2022-12-15 | PXD Pioneer Natural Resources Co | Buy | $15K–50K | 2023-01-13 (29d) |
| 2022-12-12 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2023-01-13 (32d) |
| 2022-12-09 | EMR Emerson Electric Co. | Buy | $1K–15K | 2023-01-13 (35d) |
| 2022-12-09 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2023-01-13 (35d) |
| 2022-12-08 | MSFT MICROSOFT CORP | Buy | $1K–15K | 2023-01-13 (36d) |
| 2022-12-06 | JNJ Johnson & Johnson | Buy | $1K–15K | 2023-01-13 (38d) |
| 2022-12-01 | INTC Intel Corp | Buy | $1K–15K | 2023-01-13 (43d) |
| 2022-11-21 | AMP Ameriprise Financial, Inc. | Sell | $1K–15K | 2022-12-08 (17d) |
| 2022-11-21 | CR Crane Company | Sell | $1K–15K | 2022-12-08 (17d) |
| 2022-11-21 | SHW The Sherwin-Williams Company | Sell | $1K–15K | 2022-12-08 (17d) |
| 2022-11-21 | VFC V.F. Corporation | Sell | $1K–15K | 2022-12-08 (17d) |
| 2022-11-14 | OKE Oneok, Inc. | Buy | $1K–15K | 2022-12-08 (24d) |
| 2022-10-31 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2022-11-09 (9d) |
| 2022-09-30 | DVN Devon Energy Corporation | Buy | $1K–15K | 2022-10-10 (10d) |
| 2022-09-30 | DVN Devon Energy Corporation | Buy | $15K–50K | 2022-10-10 (10d) |
| 2022-09-26 | WMB Williams Companies Inc. | Buy | $1K–15K | 2022-10-10 (14d) |
| 2022-09-16 | PXD Pioneer Natural Resources Co | Buy | $15K–50K | 2022-10-10 (24d) |
| 2022-09-15 | HD Home Depot, Inc. | Buy | $1K–15K | 2022-10-10 (25d) |
| 2022-09-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2022-10-10 (25d) |
| 2022-09-12 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2022-10-10 (28d) |
| 2022-09-09 | EMR Emerson Electric Co. | Buy | $1K–15K | 2022-10-10 (31d) |
| 2022-09-09 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2022-10-10 (31d) |
| 2022-08-25 | PTC PTC, INC | Buy | $15K–50K | 2022-09-15 (21d) |
| 2022-08-25 | ASML Asml Holding N.v. - New York | Buy | $50K–100K | 2022-09-15 (21d) |
| 2022-08-18 | CDNS Cadence Design Systems | Buy | $15K–50K | 2022-09-15 (28d) |
| 2022-08-17 | CTRA Coterra Energy Inc. | Buy | $15K–50K | 2022-09-15 (29d) |
| 2022-08-15 | OKE Oneok, Inc. | Buy | $1K–15K | 2022-09-15 (31d) |
| 2022-07-31 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2022-08-15 (15d) |
| 2022-07-08 | TIP Ishares Tips Bond Etf | Buy | $1K–15K | 2022-08-15 (38d) |
| 2022-06-30 | DVN Devon Energy Corporation | Buy | $1K–15K | 2022-07-15 (15d) |
| 2022-06-30 | DVN Devon Energy Corporation | Buy | $15K–50K | 2022-07-15 (15d) |
| 2022-06-27 | WMB Williams Companies Inc. | Buy | $1K–15K | 2022-07-15 (18d) |
| 2022-06-24 | LMT Lockheed Martin Corp. | Buy | $1K–15K | 2022-07-15 (21d) |
| 2022-06-21 | AGCO AGCO Corporation | Buy | $1K–15K | 2022-07-15 (24d) |
| 2022-06-16 | HD Home Depot, Inc. | Buy | $1K–15K | 2022-07-15 (29d) |
| 2022-06-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2022-07-15 (30d) |
| 2022-06-14 | PXD Pioneer Natural Resources Co | Buy | $15K–50K | 2022-07-15 (31d) |
| 2022-06-10 | CERN Okerage Investment Account D | Sell | $15K–50K | 2022-07-15 (35d) |
| 2022-06-10 | EMR Emerson Electric Co. | Buy | $1K–15K | 2022-07-15 (35d) |
| 2022-06-10 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2022-07-15 (35d) |
| 2022-06-10 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2022-07-15 (35d) |
| 2022-06-09 | MSFT MICROSOFT CORP | Buy | $1K–15K | 2022-07-15 (36d) |
| 2022-06-07 | JNJ Johnson & Johnson | Buy | $1K–15K | 2022-07-15 (38d) |
| 2022-06-01 | INTC Intel Corp | Buy | $1K–15K | 2022-07-15 (44d) |
| 2022-05-16 | MTBC Carecloud Inc. | Sell | $1K–15K | 2022-06-14 (29d) |
| 2022-05-16 | EXAS Exact Sciences Corporation | Sell | $1K–15K | 2022-06-14 (29d) |
| 2022-05-16 | OKE Oneok, Inc. | Buy | $1K–15K | 2022-06-14 (29d) |
| 2022-05-11 | ABB Abb Ltd | Buy | $1K–15K | 2022-06-14 (34d) |
| 2022-04-30 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2022-05-12 (12d) |
| 2022-04-22 | AHCO AdaptHealth Corp. Common Stock | Sell | $1K–15K | 2022-05-12 (20d) |
| 2022-04-22 | IQV IQVIA Holdings Inc. | Sell | $1K–15K | 2022-05-12 (20d) |
| 2022-04-08 | HON Honeywell International, Inc. | Sell | $250K–500K | 2022-05-12 (34d) |
| 2022-04-01 | AHCO AdaptHealth Corp. Common Stock | Sell | $50K–100K | 2022-05-12 (41d) |
| 2022-03-31 | DVN Devon Energy Corporation | Buy | $15K–50K | 2022-04-12 (12d) |
| 2022-03-31 | DVN Devon Energy Corporation | Buy | $1K–15K | 2022-04-12 (12d) |
| 2022-03-28 | WMB Williams Companies Inc. | Buy | $1K–15K | 2022-04-12 (15d) |
| 2022-03-25 | LMT Lockheed Martin Corp. | Buy | $1K–15K | 2022-04-12 (18d) |
| 2022-03-24 | HD Home Depot, Inc. | Buy | $1K–15K | 2022-04-12 (19d) |
| 2022-03-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2022-04-12 (28d) |
| 2022-03-11 | HON Honeywell International, Inc. | Buy | $1K–15K | 2022-04-12 (32d) |
| 2022-03-10 | EMR Emerson Electric Co. | Buy | $1K–15K | 2022-04-12 (33d) |
| 2022-03-10 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2022-04-12 (33d) |
| 2022-03-10 | MSFT MICROSOFT CORP | Buy | $1K–15K | 2022-04-12 (33d) |
| 2022-03-10 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2022-04-12 (33d) |
| 2022-03-08 | JNJ Johnson & Johnson | Buy | $1K–15K | 2022-04-12 (35d) |
| 2022-03-01 | INTC Intel Corp | Buy | $1K–15K | 2022-04-12 (42d) |
| 2022-02-14 | OKE Oneok, Inc. | Buy | $1K–15K | 2022-03-07 (21d) |
| 2022-01-31 | JPM JPMorgan Chase & Co. | Buy | $1K–15K | 2022-02-02 (2d) |
| 2021-12-30 | DVN Devon Energy Corporation | Buy | $1K–15K | 2022-01-11 (12d) |
| 2021-12-27 | WMB Williams Companies Inc. | Buy | $1K–15K | 2022-01-11 (15d) |
| 2021-12-20 | MDT Medtronic plc | Sell | $100K–250K | 2022-01-11 (22d) |
| 2021-12-16 | HD Home Depot, Inc. | Buy | $1K–15K | 2022-01-11 (26d) |
| 2021-12-15 | NEE NextEra Energy, Inc. | Buy | $1K–15K | 2022-01-11 (27d) |
| 2021-12-10 | EMR Emerson Electric Co. | Buy | $1K–15K | 2022-01-11 (32d) |
| 2021-12-10 | XOM Exxon Mobil Corporation | Buy | $1K–15K | 2022-01-11 (32d) |
| 2021-12-10 | ROK Rockwell Automation, Inc. | Buy | $1K–15K | 2022-01-11 (32d) |
| 2021-12-09 | MSFT MICROSOFT CORP | Buy | $1K–15K | 2022-01-11 (33d) |
| 2021-12-07 | JNJ Johnson & Johnson | Buy | $1K–15K | 2022-01-11 (35d) |
Sector allocation
Other74%
Financials26%
Estimated from disclosed trades (net buys, midpoint of reported ranges).
Performance history
| Metric | Annualized | Cumulative | Rating |
|---|---|---|---|
| Disclosed trades · 3Y replication | +12.5% | +42% | |
| Trailing 1Y · replication | +18% | +18% | |
| Since first disclosure (4.8y) · replication | — | +41% |
Replication backtest of disclosed trades, held from each filing date (price return) — not an audited return.
FAQ ▾
Which stocks does Kevin Hern trade most?
Most active positions (net): WMB, ASML, JPM.
How many trades has Kevin Hern disclosed?
315 disclosed transactions under the STOCK Act.
What is Kevin Hern's trading performance?
+42% over 3 years (−36% vs the S&P 500), replicated from disclosures. Not audited.
Where does this data come from?
STOCK Act Periodic Transaction Reports filed with the U.S. House Clerk.
Sourced from STOCK Act disclosures (U.S. House Clerk) · Not investment advice ▾
Data as of 2026-09-25 · Methodology
Disclosed-trade replication — estimated, not audited. Holdings are estimated from net disclosed buys.
Published by WealthFile · Not investment advice.
🚩 Committee = the traded stock's sector overlaps a committee the member sits on (potential conflict of interest). Filed (Nd) = days between the trade and its public disclosure. Amount = disclosed dollar range (members report ranges, not exact figures). Sourced from STOCK Act / House Clerk PTR.