Kevin HernFiling

Annual Report | Filed on 15 Aug 2022

This congressional financial disclosure from Kevin Hern (annual report) filed on August 15, 2022 contains 36 stock trades including WPX, DVN, RTX, FTSM, HLT and 1 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

This filing contains 11 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 585 days after the trade date. Only 0% of transactions met the disclosure requirement.

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STOCK Act Compliance Violation

This filing contains 11 transaction(s) that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.

585
Days Late (Max)
0%
Compliance Rate
11/11
Non-Compliant
About the STOCK Act: The Stop Trading on Congressional Knowledge Act requires members of Congress to disclose stock trades within 45 days of the transaction date. Late filings may result in fines and reduce transparency in congressional trading activities.
Politician Name
Kevin Hern
Filing Type
Annual Report
Filed Date
15 Aug 2022
View Original Filing (PDF)

Transactions

36 transactions
NUVEEN LARGE CAP CORE FD ...
Unknown12 Nov 2021NoneOwner: Kelby Hern Roth IRA; Dependent Child; Corp Action - Merged with Nuve...
NUVEEN LARGE CAP CORE FUN...
Unknown12 Nov 2021NoneOwner: Kelby Austin Hern Trust; Dependent Child; Corp Action - Merged with ...
NUVEEN LARGE CAP CORE FUN...
Unknown12 Nov 2021NoneOwner: Kaden Everett Hern Trust; Dependent Child; Corp Action - Merged with...
NUVEEN LARGE CAP CORE FD ...
Unknown12 Nov 2021NoneOwner: Kaden Hern Roth IRA; Dependent Child; Corp Action - Merged with Nuve...
NUVEEN LARGE CAP CORE FD ...
Unknown12 Nov 2021NoneOwner: Gabrielle Ashtyn Hern Roth IRA; Dependent Child; Corp Action - Merge...
Citigroup Global Mkts MTN...
Unknown27 Aug 2021$250,001 - $500,000Owner: Hern Family Foundation; Joint; Citigroup Autocall Medium Term Note i...
OGN
Unknown3 Jun 2021$1,001 - $15,000Owner: Hern Family Revocable Trust > Brokerage Investment Account; Joint; C...
WPX
Unknown7 Jan 2021NoneOwner: Hern Family Foundation; Joint; Jan 7 2021 WPX shares exchanged to De...
DVN
Unknown7 Jan 2021$1,000,001 - $5,000,000Owner: Hern Family Revocable Trust > Brokerage Investment Account; Joint; J...
DVN
Unknown7 Jan 2021$100,001 - $250,000Owner: Hern Family Foundation; Joint; Jan 7 2021 received shares by merger ...
WPX
Unknown7 Jan 2021NoneOwner: Hern Family Revocable Trust; Joint; Jan 7 2021 WPX shares exchanged ...
AMERICAN AMCAP FUND F2 [M...
UnknownUnknown$50,001 - $100,000Owner: Hern Family Revocable Trust; Joint; cap gains distribution from mutu...
OAKMARK GLOBAL SELECT ADV...
UnknownUnknownNoneOwner: Kaden Everett Hern Trust; Dependent Child; sell close
NUVEEN DIVIDEND GROWTH CL...
UnknownUnknown$15,001 - $50,000Owner: Kaden Hern Roth IRA; Dependent Child; Corp Action - Merger from Nuve...
GLENMEDE SECURED OPTIONS ...
UnknownUnknownNoneOwner: Kelby Austin Hern Trust; Dependent Child; sell close
GLENMEDE SECURED OPTIONS ...
UnknownUnknownNoneOwner: Kaden Everett Hern Trust; Dependent Child; sell close
RTX
UnknownUnknown$100,001 - $250,000Owner: Hern Family Foundation; Joint; merger with United Technologies
JNL/S&P® Dividend Income ...
UnknownUnknownNoneOwner: Hern Family Revocable Trust > Jackson National EA; Joint; exchanged/...
JNL/S&P® Dividend Income ...
UnknownUnknownNoneOwner: Jackson National EA; Joint; exchanged/transferred to JNL/Mellon US S...
NORTHSTAR HEALTHCARE INCO...
UnknownUnknown$100,001 - $250,000Owner: Hern Family Revocable Trust; Joint; Liquidation by fund company
GS Absolute Return Tracke...
UnknownUnknownNoneOwner: Gabrielle Ashtyn Hern Trust; Dependent Child; sell close
JNL/Mellon US Stock Mkt I...
UnknownUnknown$500,001 - $1,000,000Owner: Hern Family Revocable Trust > Jackson National EA; Joint; exchanged/...
McDonald's Restaurants [O...
UnknownUnknownNoneOwner: Hern Family Revocable Trust > KTAK Corp; Joint; Sale of 5 McDonalds ...
NUVEEN DIVIDEND GROWTH CL...
UnknownUnknown$15,001 - $50,000Owner: Gabrielle Ashtyn Hern Roth IRA; Dependent Child; Corp Action - Merge...
FTSM
UnknownUnknownNoneOwner: Gabrielle Ashtyn Hern Trust; Dependent Child; sell close
FIDELITY SELECT INDUSTRIA...
UnknownUnknownNoneOwner: Kaden Everett Hern Trust; Dependent Child; sell close
OAKMARK GLOBAL SELECT ADV...
UnknownUnknownNoneOwner: Kelby Austin Hern Trust; Dependent Child; sell close
JNL/Mellon US Stock Mkt I...
UnknownUnknown$250,001 - $500,000Owner: Jackson National EA; Joint; exchanged/transferred from JNL/S&P Divid...
HLT
UnknownUnknown$100,001 - $250,000Owner: Hern Family Revocable Trust > Brokerage Investment Account; Joint; B...
NUVEEN DIVIDEND GROWTH CL...
UnknownUnknown$15,001 - $50,000Owner: Kelby Austin Hern Trust; Dependent Child; Corp Action - Merger from ...
INLAND REAL ESTATE INCOME...
UnknownUnknown$100,001 - $250,000Owner: Hern Family Revocable Trust; Joint; Dividend Reinvestment
NUVEEN DIVIDEND GROWTH CL...
UnknownUnknown$15,001 - $50,000Owner: Kaden Everett Hern Trust; Dependent Child; Corp Action - Merger from...
FIDELITY SELECT INDUSTRIA...
UnknownUnknownNoneOwner: Kelby Austin Hern Trust; Dependent Child; sell close
FIRST TR EXCHANGE TRADED ...
UnknownUnknownNoneOwner: Gabrielle Ashtyn Hern Trust; Dependent Child; sell close
NUVEEN DIVIDEND GROWTH CL...
UnknownUnknown$15,001 - $50,000Owner: Kelby Hern Roth IRA; Dependent Child; Corp Action - Merger from Nuve...
FS KKR Capital Corp II [P...
UnknownUnknownNoneOwner: Hern Family Revocable Trust; Joint; Sell close
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