Transactions
677
Total transactions associated with this filer
Disclosed purchases
706
$0 – $0
Average modeled return
+81.6%
324 modeled purchases
Average vs. S&P 500
-15.7%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| PWR | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Hern Family Foundation JT Quanta Services, Inc. (PWR) | Nov 26, 2021 | Sep 21, 2026 | +448.3% | +80.0% | +368.3% |
| PH | g fedcF ILINg S TATuS : New S ubHOLDINg O F : Hern Family Foundation JT Parker-Hannifin Corporation (PH) | Jul 27, 2020 | Sep 21, 2026 | +461.8% | +160.3% | +301.5% |
| XOM | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Full Call of the MTN by Barclays JT Exxon Mobil Corporation (XOM) | Sep 10, 2020 | Sep 21, 2026 | +448.7% | +152.0% | +296.7% |
| INTC | JT Intel Corporation (INTC) | Mar 1, 2023 | Sep 21, 2026 | +395.9% | +105.3% | +290.6% |
| PSX | g fedcF ILINg S TATuS : New S ubHOLDINg O F : Kevin Hern Insurance Trust JT Phillips 66 (PSX) | Jul 27, 2020 | Sep 21, 2026 | +427.1% | +160.3% | +266.8% |
| WMB | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment JT Williams Companies, Inc. (WMB) | Jun 29, 2020 | Sep 21, 2026 | +434.0% | +176.3% | +257.7% |
| WMB | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Dividend Reinvestment JT Williams Companies, Inc. (WMB) | Dec 28, 2020 | Sep 21, 2026 | +369.3% | +124.2% | +245.1% |
| INTC | JT Intel Corporation (INTC) | Dec 1, 2022 | Sep 21, 2026 | +326.2% | +99.8% | +226.4% |
| XOM | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Exxon Mobil Corporation (XOM) | Dec 10, 2020 | Sep 21, 2026 | +350.5% | +128.5% | +221.9% |
| WMB | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Open purchase of Morgan Stanley Bank MTN CUSIP: 61771B3V4Filing ID #20017527 JT Williams Companies, Inc. (WMB) | Sep 28, 2020 | Sep 21, 2026 | +371.8% | +150.8% | +221.0% |
| OKE | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : dividend reinvestment JT ONEOK, Inc. (OKE) | Aug 14, 2020 | Sep 21, 2026 | +349.2% | +149.8% | +199.5% |
| WMB | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Dividend Reinvestment JT Williams Companies, Inc. (WMB) | Mar 29, 2021 | Sep 21, 2026 | +286.6% | +110.1% | +176.4% |
| OKE | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Hern Family Revocable Trust > Brokerage Investment Account L OCATION : US D ESCRIPTION : unsolicited final asset liqui dation and return of capital from N1 Liquidating TrustJT ONEOK, Inc. (OKE) | Nov 13, 2020 | Sep 21, 2026 | +305.6% | +134.0% | +171.6% |
| WMB | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Sell to Close Position JT Williams Companies, Inc. (WMB) | Dec 27, 2021 | Sep 21, 2026 | +237.9% | +72.5% | +165.3% |
| PSX | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Hern Family Revocable Trust > Brokerage Investment Account ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > JT Phillips 66 (PSX) | Jun 25, 2021 | Sep 21, 2026 | +259.1% | +94.3% | +164.8% |
| JPM | g fedcF ILINg S TATuS : New S ubHOLDINg O F : Kevin Hern Insurance Trust JT JP Morgan Chase & Co. (JPM) | Jul 27, 2020 | Sep 21, 2026 | +323.3% | +160.3% | +163.0% |
| XOM | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : Dividend Reinvestment JT Exxon Mobil Corporation (XOM) | Sep 2, 2021 | Sep 21, 2026 | +243.6% | +82.9% | +160.7% |
| WMB | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Hern Family Revocable Trust > Brokerage Investment Account JT Williams Companies, Inc. (WMB) | Jun 28, 2021 | Sep 21, 2026 | +249.0% | +93.9% | +155.1% |
| PH | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Hern Family Revocable Trust > Brokerage Investment Account JT Parker-Hannifin Corporation (PH) | Nov 26, 2021 | Sep 21, 2026 | +229.7% | +80.0% | +149.7% |
| OKE | g fedcF IlINg S TATuS : New S ubHOlDINg O F : Hern Family Revocable Trust D ESCRIPTION : reinvestment of distribution JT ONEOK, Inc. (OKE) | May 14, 2020 | Sep 21, 2026 | +345.7% | +196.5% | +149.2% |
| XOM | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Hern Family Revocable Trust > Prudential Premier Retirem ent B SeriesD ESCRIPTION : Surrender Prudential VA and 1035 exchange into Jackson National VAJT Exxon Mobil Corporation (XOM) | Jun 10, 2020 | Sep 21, 2026 | +308.7% | +164.9% | +143.8% |
| JPM | JT JP Morgan Chase & Co. (JPM) | Aug 1, 2022 | Sep 21, 2026 | +239.5% | +99.0% | +140.5% |
| JPM | JT JP Morgan Chase & Co. (JPM) | May 2, 2022 | Sep 21, 2026 | +224.8% | +98.1% | +126.7% |
| XOM | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Hern Family Revocable Trust > Brokerage Investment Account D ESCRIPTION : Dividend Reinvestment JT Exxon Mobil Corporation (XOM) | Dec 10, 2021 | Sep 21, 2026 | +196.4% | +75.5% | +120.9% |
| XOM | g fedcF ILINg S TATUS : New S UBHOLDINg O F : Hern Family Revocable Trust > Brokerage Investment Account JT Exxon Mobil Corporation (XOM) | Jun 10, 2021 | Sep 21, 2026 | +206.2% | +96.3% | +109.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 28 · 677 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| HD | JT Home Depot, Inc. (HD) | Aug 24, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| MDT | JT Medtronic plc. Ordinary Shares (MDT) | Aug 24, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| MRSH | JT Marsh Common Stock (MRSH) | Aug 24, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| LOW | JT Lowe's Companies, Inc. Common Stock (LOW) | Aug 24, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| PG | JT Procter & Gamble Company (PG) | Aug 24, 2026 | Sale | $50.0K – $100.0K | Filing ↗ |
| VLTO | JT Veralto Corp Common Stock (VLTO) | Aug 21, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | JT Microsoft Corporation - Common Stock (MSFT) | Aug 21, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| CL | JT Colgate-Palmolive Company Common Stock (CL) | Aug 19, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| HONA | JT Honeywell Aerospace Inc. - Common Stock (HONA) | Aug 19, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| BIIB | F S : New S O : Kevin Hern Traditional IRA Biogen Inc. - Common Stock (BIIB) | Aug 18, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| BUD | F S : New S O : Kevin Hern Traditional IRA Anheuser-Busch Inbev SA Sponsored ADR (BUD) | Aug 18, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| KMB | F S : New S O : Hern Family Foundation Kimberly-Clark Corporation - Common Stock (KMB) | Aug 18, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADBE | JT Adobe Inc. - Common Stock (ADBE) | Aug 14, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| CARR | JT Carrier Global Corporation Common Stock (CARR) | Aug 14, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| VLTO | JT Veralto Corp Common Stock (VLTO) | Aug 14, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ICLR | JT ICON plc - Ordinary Shares (ICLR) | Aug 14, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| BA | JT Boeing Company (BA) | Aug 13, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| WAT | JT Waters Corporation Common Stock (WAT) | Aug 13, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| BA | JT Boeing Company (BA) | Aug 13, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| HRL | F S : New S O : Hern Family Foundation Hormel Foods Corporation Common Stock (HRL) | Aug 13, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| GAP | F S : New S O : Hern Family Foundation Gap, Inc. (GAP) | Aug 13, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NKE | F S : New S O : Hern Family Foundation Nike, Inc. Common Stock (NKE) | Aug 13, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| DIS | JT Walt Disney Company (DIS) | Aug 10, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| OTIS | JT Otis Worldwide Corporation Common Stock (OTIS) | Aug 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| VLTO | JT Veralto Corp Common Stock (VLTO) | Aug 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075834 | 329 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.