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Pathos InvestmentsEquity Research
Congress trades · Members · Holdings

Rep. Kevin Hern R-OK01

Estimated current holdings · House. ← Back to the member's trades and hit rate

Base report: annual report CY2025 · trades through 2026-10-23 · later PTRs: 1 2 3 4 5 6 7 8 9 10 11 12

Estimated total: $45.2M–$166.6M across 244 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Kevin Hern holds an estimated 244 positions worth $45.2M–$166.6M in total. The largest estimated holding is Tammy Hern Revocable Trust ⇒ First Financial Corporation, 5% ($5M–$25M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

AssetTypeEstimated rangeConfidenceCame from
Tammy Hern Revocable Trust ⇒ First Financial Corporation, 5%Private$5M–$25MHighReport
Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ Custom SeatPrivate$5M–$25MHighReport
RTX Hern Family Revocable Trust ⇒ Raytheon Technologies CorporatStock$1.1M–$5.2MHighReport
WMB Hern Family Revocable Trust ⇒ Williams Companies, Inc. (WMB)Stock$1.1M–$5.2MHighReport
Brighthouse RILA ⇒ 3 Year Shield 15 S&P500 IndexOther$1M–$5MHighReport
Hern Family Revocable Trust ⇒ Firstar Bank-CheckingCash$1M–$5MHighReport
Hern Family Revocable Trust ⇒ Schwab BankCash$1M–$5MHighReport
Hern Family Revocable Trust ⇒ Brighthouse RILA ⇒ 3 Year ShieOther$1M–$5MHighReport
Hern Family Revocable Trust ⇒ Brokerage Investment JT AccounBond$1M–$5MHighReport
Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒Bond$1M–$5MHighReport
Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/MellFund/ETF$1M–$5MHighReport
Personally Held Accounts ⇒ Hern for Congress Bank Account JTCash$1M–$5MHighReport
Tammy Hern Revocable Trust ⇒ Firstrike Aviation ⇒ Airplane -Real estate$1M–$5MHighReport
Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ CapX HoldinPrivate$1M–$5MHighReport
Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ CSI Real EsPrivate$1M–$5MHighReport
OKE ONEOK, Inc. Common Stock (OKE)Stock$800K–$1.9MLowReport + trades
GOOGL Hern Family Revocable Trust ⇒ Alphabet Inc. - Class A (GOOGLStock$750K–$1.5MHighReport
MINT Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒Fund/ETF$750K–$1.5MHighReport
JPM Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒Stock$600K–$1.2MHighReport
ROK Hern Family Revocable Trust ⇒ Rockwell Automation, Inc. (ROKStock$400K–$1.2MMediumReport
SWVXX Kevin Hern Traditional IRA ⇒ Schwab Prime Advantage Money FuFund/ETF$530K–$1.1MHighReport
ORLY Hern Family Revocable Trust ⇒ O'Reilly Automotive, Inc. (ORLStock$450K–$1.1MMediumReport
EMR Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒Stock$435K–$1.1MMediumReport
COST Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒Stock$501K–$1MHighReport
Brighthouse RILA ⇒ 3 Year Shield 15 Russell 2000 Index, 100%Other$500K–$1MHighReport
Hern Family Foundation ⇒ RBC 11.25% 30F DUE 10/16/30Bond$500K–$1MHighReport
Hern Family Revocable Trust ⇒ SMARTSTOP SELF STORAG REIT INCOther$500K–$1MHighReport
Hern Family Revocable Trust ⇒ Brighthouse RILA ⇒ 3 Year ShieOther$500K–$1MHighReport
Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL iShaFund/ETF$500K–$1MHighReport
Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/MellFund/ETF$500K–$1MHighReport
Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/MellFund/ETF$500K–$1MHighReport
Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/MellFund/ETF$500K–$1MHighReport
KAT IRR Trust ⇒ John Hancock SULOther$500K–$1MHighReport
Kevin Hern Insurance Trust ⇒ Allianz Life Pro Plus AdvantageOther$500K–$1MHighReport
Tammy Hern Revocable Trust ⇒ Firstrike Aviation ⇒ Airplane HReal estate$500K–$1MHighReport
Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ PSP & VisioStock$500K–$1MHighReport
XOM Hern Family Revocable Trust ⇒ Exxon Mobil Corporation (XOM)Stock$300K–$900KLowReport + trades
AMZN Hern Family Revocable Trust ⇒ Amazon.com, Inc. (AMZN)Stock$350K–$750KHighReport
CDNS Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒Stock$250K–$720KMediumReport
V Hern Family Foundation ⇒ Visa Inc. (V)Stock$215K–$550KHighReport
MMC Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒Stock$251K–$515KHighReport
Hern Family Foundation ⇒ FIDELITY QUALITY FACTOR ETFFund/ETF$250K–$500KHighReport
Hern Family Foundation ⇒ Goldman Sachs MTN 4/29/2030Bond$250K–$500KHighReport
Hern Family Foundation ⇒ ISHARES TRUST CORE DIVID GWTHFund/ETF$250K–$500KHighReport
Hern Family Foundation ⇒ iShares Trust US Treasury TIPsFund/ETF$250K–$500KHighReport
Hern Family Revocable Trust ⇒ MVPIndexPrivate$250K–$500KHighReport
GARP Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒Fund/ETF$250K–$500KHighReport
DYNF Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒Fund/ETF$250K–$500KHighReport
PWR Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒Stock$250K–$500KHighReport
Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/MellFund/ETF$250K–$500KHighReport
Tammy Hern Revocable Trust ⇒ Firstrike Capital, 100% InteresReal estate$250K–$500KHighReport
ROYAL BANK OF CANADA 31F DUE 01/10/31Stock$250K–$500KMediumLater trade
AAPL Kaden Everett Hern Trust ⇒ Apple Inc. (AAPL)Stock$170K–$498KMediumReport
MSFT Hern Family Foundation ⇒ Microsoft Corporation (MSFT)Stock$200K–$485KMediumReport
PH Hern Family Revocable Trust ⇒ Parker-Hannifin Corporation (PStock$150K–$350KHighReport
DVN Hern Family Foundation ⇒ Devon Energy Corporation (DVN)Stock$65K–$285KLowReport + trades
Hern Family Foundation ⇒ EVENTIDE GILEAD FUND CLASS IFund/ETF$100K–$250KHighReport
Hern Family Foundation ⇒ FIDELITY DIVIDEND ETF FOR RISING RAFund/ETF$100K–$250KHighReport
Hern Family Foundation ⇒ FIDELITY MSCI INFORMATION TECHNOLOGFund/ETF$100K–$250KHighReport
Hern Family Foundation ⇒ FIRST EAGLE GLOBAL CLASS IFund/ETF$100K–$250KHighReport
Hern Family Foundation ⇒ FT VEST TOTAL RETURN INCOME FUND SEStock$100K–$250KHighReport
Hern Family Foundation ⇒ INVESCO EXCHANGE TRADED FD TR S&P 5Fund/ETF$100K–$250KHighReport
JEPI Hern Family Foundation ⇒ JPMorgan Equity Premium Income ETF Fund/ETF$100K–$250KHighReport
Hern Family Foundation ⇒ JPMORGAN GLOBAL ALLOCATION CLASS IFund/ETF$100K–$250KHighReport
Hern Family Foundation ⇒ Schwab BankCash$100K–$250KHighReport
Hern Family Revocable Trust ⇒ AMERICAN AMCAP FUND F2Fund/ETF$100K–$250KHighReport
CMI Hern Family Revocable Trust ⇒ Cummins Inc. (CMI)Stock$100K–$250KHighReport
Hern Family Revocable Trust ⇒ FS Specialty Lending Fund - FsStock$100K–$250KHighReport
Hern Family Revocable Trust ⇒ INLAND REAL ESTATE INCOME TR IOther$100K–$250KHighReport
Hern Family Revocable Trust ⇒ INTEGRITY OKLAHOMA MUNICIPAL CFund/ETF$100K–$250KHighReport
ABB Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒Stock$100K–$250KHighReport
CAIE Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒Fund/ETF$100K–$250KHighReport
FCX Hern Family Revocable Trust ⇒ Brokerage Investment Account ⇒Stock$100K–$250KHighReport
Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/FirsFund/ETF$100K–$250KHighReport
Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/FranFund/ETF$100K–$250KHighReport
Hern Family Revocable Trust ⇒ Jackson National EA ⇒ JNL/PIMCFund/ETF$100K–$250KHighReport
Kevin Hern Traditional IRA ⇒ ALGER CAPITAL APPRECIATION CL ZFund/ETF$100K–$250KHighReport
Kevin Hern Traditional IRA ⇒ AMERICAN BALANCED FUND F2Fund/ETF$100K–$250KHighReport
Kevin Hern Traditional IRA ⇒ AMERICAN FUNDAMENTAL INVESTORS Fund/ETF$100K–$250KHighReport
Kevin Hern Traditional IRA ⇒ FIRST TR EXCHANGE TRADED FD IV Fund/ETF$100K–$250KHighReport
Kevin Hern Traditional IRA ⇒ JOHN HANCOCK DISCIPLINED VALUE Fund/ETF$100K–$250KHighReport
Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ Firstar BanCash$100K–$250KHighReport
Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ Indigo TechOther$100K–$250KHighReport
Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ INFINITY HOPrivate$100K–$250KHighReport
KINGFISHER CNTY OKLA EDL FACS AUTH EDL 03.00000% 03/01/2031Stock$100K–$250KMediumLater trade
TULSA CNTY OKLA INDPT SCH DIST NO 02.00000% 09/01/2026Stock$100K–$250KMediumLater trade
CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029Stock$100K–$250KMediumLater trade
ASML Hern Family Foundation ⇒ ASML Holding N.V. - New York RegistStock$50K–$235KMediumReport
TXN Hern Family Foundation ⇒ Texas Instruments Incorporated (TXNStock$50K–$235KMediumReport
CVX Hern Family Foundation ⇒ Chevron Corporation (CVX)Stock$45K–$235KMediumReport
BLK Hern Family Foundation ⇒ BlackRock, Inc. (BLK)Stock$100K–$200KHighReport
TMO Hern Family Foundation ⇒ Thermo Fisher Scientific Inc (TMO)Stock$100K–$200KHighReport
TJX Hern Family Foundation ⇒ TJX Companies, Inc. (TJX)Stock$2–$170KMediumReport
CTRA Hern Family Foundation ⇒ Coterra Energy Inc. (CTRA)Stock$46K–$165KLowReport + trades
KO Hern Family Revocable Trust ⇒ Coca-Cola Company (KO)Stock$52K–$130KMediumReport
Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI INFORMATION TECHFund/ETF$50K–$100KHighReport
Hern Family Foundation ⇒ BROOKFIELD REAL ASSETS INCOME FUNDFund/ETF$50K–$100KHighReport
Hern Family Foundation ⇒ FIDELITY MSCI CONSUMER DISCRETIONARFund/ETF$50K–$100KHighReport
Hern Family Foundation ⇒ FIDELITY MSCI HEALTH CARE INDEX ETFFund/ETF$50K–$100KHighReport
Hern Family Foundation ⇒ Firstar Bank - CheckingCash$50K–$100KHighReport
INTC Hern Family Foundation ⇒ Intel Corporation (INTC)Stock$50K–$100KHighReport
JNJ Hern Family Foundation ⇒ Johnson & Johnson (JNJ)Stock$50K–$100KHighReport
NEE Hern Family Foundation ⇒ NextEra Energy, Inc. (NEE)Stock$50K–$100KHighReport
Hern Family Foundation ⇒ PARAMETRIC COMMODITY STRATEGIC INSTFund/ETF$50K–$100KHighReport
Hern Family Revocable Trust ⇒ AMERICAN SMALLCAP WORLD FUND CFund/ETF$50K–$100KHighReport
AMP Hern Family Revocable Trust ⇒ Ameriprise Financial, Inc. (AMStock$50K–$100KHighReport
COR Hern Family Revocable Trust ⇒ Cencora, Inc. Common Stock (COStock$50K–$100KHighReport
CSCO Hern Family Revocable Trust ⇒ Cisco Systems, Inc. (CSCO)Stock$50K–$100KHighReport
Hern Family Revocable Trust ⇒ FIRST TR EXCHANGE TRADED FD IVFund/ETF$50K–$100KHighReport
Hern Family Revocable Trust ⇒ GOLDMAN SACHS ABSOLU RETURN TRFund/ETF$50K–$100KHighReport
ICE Hern Family Revocable Trust ⇒ Intercontinental Exchange Inc.Stock$50K–$100KHighReport
MRK Hern Family Revocable Trust ⇒ Merck & Company, Inc. Common SStock$50K–$100KHighReport
Hern Family Revocable Trust ⇒ PGIM GLOBAL TOTAL RETURN CL ZFund/ETF$50K–$100KHighReport
Kaden Everett Hern Trust ⇒ PARNASSUS CORE EQUITY INVESTORFund/ETF$50K–$100KHighReport
Kaden Everett Hern Trust ⇒ T ROWE PRICE BLUE CHIP GROWTH INCFund/ETF$50K–$100KHighReport
Kelby Austin Hern Trust ⇒ T ROWE PRICE BLUE CHIP GROWTH INCFund/ETF$50K–$100KHighReport
Kevin Hern Traditional IRA ⇒ AMERICAN GROWTH FUND OF AMERICAFund/ETF$50K–$100KHighReport
Kevin Hern Traditional IRA ⇒ AMERICAN NEW PERSPECTIVE CL F2Fund/ETF$50K–$100KHighReport
Kevin Hern Traditional IRA ⇒ AMERICAN SMALLCAP WORLD FUND CLFund/ETF$50K–$100KHighReport
Kevin Hern Traditional IRA ⇒ AMERICAN THE NEW ECONOMY FUND CFund/ETF$50K–$100KHighReport
Kevin Hern Traditional IRA ⇒ MFS RESEARCH FUND CL IFund/ETF$50K–$100KHighReport
CADDO CNTY OKLA GOVERNMENTAL BLDG 05.00000% 09/01/2030Stock$50K–$100KMediumLater trade
OKLAHOMA CITY OKLA ARPT TRUST JR LIEN 05.00000% 07/01/2034 TStock$50K–$100KMediumLater trade
OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 RStock$30K–$100KMediumLater trade
PONTOTOC CNTY OKLA EDL FACS AUTH 5.000% MAT 09/01/2028Stock$50K–$100KMediumLater trade
DHR Hern Family Foundation ⇒ Danaher Corporation (DHR)Stock$35K–$99KMediumReport
WMT Kevin Hern Traditional IRA ⇒ Walmart Inc. (WMT)Stock$35K–$99KMediumReport
ADBE Hern Family Foundation ⇒ Adobe Inc. (ADBE)Stock$1–$85KMediumReport
ICLR Hern Family Foundation ⇒ ICON plc - Ordinary Shares (ICLR)Stock$1–$85KMediumReport
LIN Hern Family Foundation ⇒ Linde plc Ordinary Share (LIN)Stock$1–$85KMediumReport
Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI ENERGY INDEX ETFFund/ETF$15K–$50KHighReport
Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI FINLS INDEX ETFFund/ETF$15K–$50KHighReport
Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI HEALTH CARE INDEFund/ETF$15K–$50KHighReport
Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI INDL INDEX ETFFund/ETF$15K–$50KHighReport
Gabrielle Ashtyn Hern Trust ⇒ FIDELITY NASDAQ COMPOSITE INDEFund/ETF$15K–$50KHighReport
PRGSX Gabrielle Ashtyn Hern Trust ⇒ T. Rowe Price Global Stock FunFund/ETF$15K–$50KHighReport
SSUS Hern Family Foundation ⇒ Day Hagan/Ned Davis Rsrch Smrt SectFund/ETF$15K–$50KHighReport
Hern Family Foundation ⇒ FIDELITY MSCI CONSUMER STAPLES INDEFund/ETF$15K–$50KHighReport
Hern Family Foundation ⇒ FIDELITY MSCI MATLS INDEX ETFFund/ETF$15K–$50KHighReport
FBND Hern Family Foundation ⇒ Fidelity Total Bond ETF (FBND)Stock$15K–$50KHighReport
Hern Family Foundation ⇒ JPM Global Bond Opp FundFund/ETF$15K–$50KHighReport
Hern Family Foundation ⇒ PGIM Global Total ReturnFund/ETF$15K–$50KHighReport
PSX Hern Family Foundation ⇒ Phillips 66 (PSX)Stock$15K–$50KHighReport
Hern Family Revocable Trust ⇒ GLENMEDE SECURED OPTIONS PORTFFund/ETF$15K–$50KHighReport
Hern Family Revocable Trust ⇒ JPMORGAN GLOBAL BOND OPPORTUNIFund/ETF$15K–$50KHighReport
Hern Family Revocable Trust ⇒ MAINSTAY MACKAY HIGH YIELD MUNFund/ETF$15K–$50KHighReport
NUMG Hern Family Revocable Trust ⇒ Nuveen ESG Mid-Cap Growth ETF Stock$15K–$50KHighReport
Hern Family Revocable Trust ⇒ Trinity FinancialStock$15K–$50KHighReport
Kaden Everett Hern Trust ⇒ BOSTON PARTNERS ALL CAP VALUE INSFund/ETF$15K–$50KHighReport
Kaden Everett Hern Trust ⇒ FIDELITY DIVIDEND ETF FOR RISING Fund/ETF$15K–$50KHighReport
Kaden Everett Hern Trust ⇒ FIDELITY MSCI FINLS INDEX ETFFund/ETF$15K–$50KHighReport
Kaden Everett Hern Trust ⇒ FIDELITY MSCI MATLS INDEX ETFFund/ETF$15K–$50KHighReport
Kaden Everett Hern Trust ⇒ FIDELITY SELECT CHEMICALSFund/ETF$15K–$50KHighReport
Kaden Everett Hern Trust ⇒ FIDELITY SELECT IT SERVICES PORTFFund/ETF$15K–$50KHighReport
Kaden Everett Hern Trust ⇒ FIDELITY SELECT LEISUREFund/ETF$15K–$50KHighReport
Kaden Everett Hern Trust ⇒ FIRST EAGLE GLOBAL CLASS IFund/ETF$15K–$50KHighReport
Kaden Everett Hern Trust ⇒ JPMORGAN GLOBAL ALLOCATION CLASS Fund/ETF$15K–$50KHighReport
Kaden Everett Hern Trust ⇒ Schwab BankCash$15K–$50KHighReport
FBSOX Kaden Everett Hern Trust ⇒ Select Enterprise Technology ServFund/ETF$15K–$50KHighReport
Kelby Austin Hern Trust ⇒ BOSTON PARTNERS ALL CAP VALUE INSTFund/ETF$15K–$50KHighReport
Kelby Austin Hern Trust ⇒ FIDELITY DIVIDEND ETF FOR RISING RFund/ETF$15K–$50KHighReport
Kelby Austin Hern Trust ⇒ FIDELITY MSCI FINLS INDEX ETFFund/ETF$15K–$50KHighReport
Kelby Austin Hern Trust ⇒ FIDELITY MSCI MATLS INDEX ETFFund/ETF$15K–$50KHighReport
Kelby Austin Hern Trust ⇒ FIRST EAGLE GLOBAL CLASS IFund/ETF$15K–$50KHighReport
Kelby Austin Hern Trust ⇒ GOLDMAN SACHS ABSOLU RETURN TRACKEFund/ETF$15K–$50KHighReport
Kelby Austin Hern Trust ⇒ Schwab BankCash$15K–$50KHighReport
BOKF Kevin Hern Traditional IRA ⇒ BOK Financial Corporation (BOKFStock$15K–$50KHighReport
Kevin Hern Traditional IRA ⇒ FRANKLIN INCOME ADVISOR CLASSFund/ETF$15K–$50KHighReport
Kevin Hern Traditional IRA ⇒ INVESCO OPPENHEIMER DISC MID CAFund/ETF$15K–$50KHighReport
Kevin Hern Traditional IRA ⇒ INVESCO OPPENHEIMER INTL GROWTHFund/ETF$15K–$50KHighReport
Kevin Hern Traditional IRA ⇒ JOHN HANCOCK DISCIPL INED VALUEFund/ETF$15K–$50KHighReport
Kevin Hern Traditional IRA ⇒ JPMORGAN MORTGAGE BACKED SEC CLFund/ETF$15K–$50KHighReport
OGE Kevin Hern Traditional IRA ⇒ OGE Energy Corp (OGE)Stock$15K–$50KHighReport
Kevin Hern Traditional IRA ⇒ PGIM TOTAL RETURN BOND CL ZFund/ETF$15K–$50KHighReport
Kevin Hern Traditional IRA ⇒ TEMPLETON GLOBAL BOND ADVISOR CFund/ETF$15K–$50KHighReport
Kevin Hern Traditional IRA ⇒ TOUCHSTONE SMALL COMPANY FUND IFund/ETF$15K–$50KHighReport
Kevin Hern Traditional IRA ⇒ UNDISCOVERED MGRS BEHAVIOR VALUFund/ETF$15K–$50KHighReport
HCN Kevin Hern Traditional IRA ⇒ Welltower Inc. (HCN)Stock$15K–$50KHighReport
Tammy Hern Revocable Trust ⇒ Firstrike Capital ⇒ Seven LakesReal estate$15K–$50KHighReport
HONAV Honeywell Aerospace Inc. - Common Stock (HONAV)Stock$15K–$50KLowLater trade
EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% 07/01/2033Stock$15K–$50KMediumLater trade
LAWTON OKLA GO BDS SER. 2019 02.00000% 12/01/2027Stock$15K–$50KMediumLater trade
OKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000% 12/01/2028Stock$15K–$50KMediumLater trade
GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029Stock$15K–$50KMediumLater trade
JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2028Stock$15K–$50KMediumLater trade
JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2030Stock$15K–$50KMediumLater trade
ARBUCKLE MEM HOSP AUTH OKLA SALES TAX 03.00000% 01/01/2027 RStock$15K–$50KMediumLater trade
TULSA OKLA MET UTIL AUTH UTIL REV UTIL 03.00000% 04/01/2029 Stock$15K–$50KMediumLater trade
JACKSON CNTY OKLA FACS AUTH SALES TAX 02.25000% 10/01/2029 RStock$15K–$50KMediumLater trade
GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 SStock$15K–$50KMediumLater trade
MUSKOGEE CNTY OKLA PUB SAFETY AUTH CAP 04.00000% 12/01/2028 Stock$15K–$50KMediumLater trade
OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 01/01/2034 RStock$15K–$50KMediumLater trade
GRADY CNTY OKLA SCH FIN AUH EDL FACS 5.000% MAT 9/1/2033Stock$15K–$50KMediumLater trade
MAYES CNTY OKLA PUB FACS AUTH REV 3.000% MAT 9/1/2027Stock$15K–$50KMediumLater trade
TULSA OKLA MET UTIL AUTH UTIL REV UTIL 3.000% MAT 4/1/2029Stock$15K–$50KMediumLater trade
OKLAHOMA DEPT TRANSN REV GAN SER 2018 A 5.000% MAT 9/1/2033Stock$15K–$50KMediumLater trade
ETN Kevin Hern Traditional IRA ⇒ Eaton Corporation, PLC OrdinaryStock$1–$49KMediumReport
NKE Kevin Hern Traditional IRA ⇒ Nike, Inc. (NKE)Stock$1–$49KMediumReport
CSX Kevin Hern Traditional IRA ⇒ CSX Corporation (CSX)Stock$0–$48KMediumReport
STX Kevin Hern Traditional IRA ⇒ Seagate Technology PLC - OrdinaStock$0–$34KMediumReport
Gabrielle Ashtyn Hern Trust ⇒ Firstar Bank-CheckingCash$1K–$15KHighReport
Gabrielle Ashtyn Hern Trust ⇒ Schwab BankCash$1K–$15KHighReport
Kaden Everett Hern Trust ⇒ Firstar Bank-CheckingCash$1K–$15KHighReport
Kelby Austin Hern Trust ⇒ Firstar Bank-CheckingCash$1K–$15KHighReport
Kevin Hern Insurance Trust ⇒ Schwab BankCash$1K–$15KHighReport
Kevin Hern Traditional IRA ⇒ Schwab BankCash$1K–$15KHighReport
Tammy Hern Revocable Trust ⇒ Firstrike Aviation ⇒ Firstar BaCash$1K–$15KHighReport
37 small positions (each ≤ $15K), total $34K–$538K, 0 from later trades. Click to expand.
AssetTypeEstimated rangeConfidenceCame from
DIAL Gabrielle Ashtyn Hern Trust ⇒ Columbia Diversified Fixed IncStock$1K–$15KHighReport
Gabrielle Ashtyn Hern Trust ⇒ EVENTIDE GILEAD FUND CLASS IFund/ETF$1K–$15KHighReport
Gabrielle Ashtyn Hern Trust ⇒ FIDELITY DIVIDEND ETF FOR RISIFund/ETF$1K–$15KHighReport
FCOM Gabrielle Ashtyn Hern Trust ⇒ Fidelity MSCI Communication SeStock$1K–$15KHighReport
FDIS Gabrielle Ashtyn Hern Trust ⇒ Fidelity MSCI Consumer DiscretStock$1K–$15KHighReport
Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI CONSUMER STAPLESFund/ETF$1K–$15KHighReport
Gabrielle Ashtyn Hern Trust ⇒ FIDELITY MSCI MATLS INDEX ETFFund/ETF$1K–$15KHighReport
FREL Gabrielle Ashtyn Hern Trust ⇒ Fidelity MSCI Real Estate IndeStock$1K–$15KHighReport
FUTY Gabrielle Ashtyn Hern Trust ⇒ Fidelity MSCI Utilities Index Stock$1K–$15KHighReport
FQAL Gabrielle Ashtyn Hern Trust ⇒ Fidelity Quality Factor ETF (FStock$1K–$15KHighReport
Gabrielle Ashtyn Hern Trust ⇒ FIDELITY TOTAL BOND ETFFund/ETF$1K–$15KHighReport
Gabrielle Ashtyn Hern Trust ⇒ FIRST EAGLE GLOBAL CLASS IFund/ETF$1K–$15KHighReport
FEMS Gabrielle Ashtyn Hern Trust ⇒ First Trust Emerging Markets SStock$1K–$15KHighReport
Gabrielle Ashtyn Hern Trust ⇒ JPM Global Allocation FundFund/ETF$1K–$15KHighReport
Gabrielle Ashtyn Hern Trust ⇒ JPM Global Bond Opp FundFund/ETF$1K–$15KHighReport
Gabrielle Ashtyn Hern Trust ⇒ Mainstay Mackay high yield munFund/ETF$1K–$15KHighReport
Gabrielle Ashtyn Hern Trust ⇒ PARAMETRIC COMMODITY STRATEGICFund/ETF$1K–$15KHighReport
Gabrielle Ashtyn Hern Trust ⇒ VIRTUS SEIX HIGH YIELD CL IFund/ETF$1K–$15KHighReport
ARKK Hern Family Foundation ⇒ ARK Innovation ETF (ARKK)Stock$1K–$15KHighReport
CB Hern Family Foundation ⇒ Chubb Limited (CB)Stock$1K–$15KHighReport
AGGY Hern Family Foundation ⇒ WisdomTree Yield Enhanced U.S. AggrFund/ETF$1K–$15KHighReport
Kaden Everett Hern Trust ⇒ BLACKROCK STRATEGIC INCOME OPPRTSFund/ETF$1K–$15KHighReport
Kaden Everett Hern Trust ⇒ DOUBLELINE TOTAL RT BOND FD CL NFund/ETF$1K–$15KHighReport
Kaden Everett Hern Trust ⇒ GOLDMAN SACHS ABSOLU RETURN TRACKFund/ETF$1K–$15KHighReport
Kaden Everett Hern Trust ⇒ INVESCO EXCHANGE TRADED FD TR DYNFund/ETF$1K–$15KHighReport
Kaden Everett Hern Trust ⇒ INVESCO EXCHANGE-TRADED FD TR S&PFund/ETF$1K–$15KHighReport
Kaden Everett Hern Trust ⇒ LOOMIS SAYLES CORE PLUS BOND FUNDFund/ETF$1K–$15KHighReport
Kaden Everett Hern Trust ⇒ NUVEEN NWQ FLEXIBLE INCOME CL IFund/ETF$1K–$15KHighReport
Kaden Everett Hern Trust ⇒ PIMCO INCOME FUND INSTITUTIONAL FFund/ETF$1K–$15KHighReport
PWV Kelby Austin Hern Trust ⇒ Invesco Dynamic Large Cap Value ETOther$1K–$15KHighReport
SPLV Kelby Austin Hern Trust ⇒ Invesco S&P 500 Low Volatility ETFOther$1K–$15KHighReport
Kelby Austin Hern Trust ⇒ NUVEEN NWQ FLEXIBLE INCOME CL IFund/ETF$1K–$15KHighReport
Kelby Austin Hern Trust ⇒ PARNASSUS CORE EQUITY INVESTORFund/ETF$1K–$15KHighReport
GPS Kevin Hern Traditional IRA ⇒ Gap, Inc. (GPS)Stock$1K–$15KHighReport
CL Hern Family Foundation ⇒ Colgate-Palmolive Company (CL)Stock$0–$14KMediumReport
LOW Hern Family Foundation ⇒ Lowe's Companies, Inc. (LOW)Stock$0–$13KMediumReport
VFC Hern Family Foundation ⇒ V.F. Corporation (VFC)Stock$1–$1KHighReport
Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.