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Kevin Hern Filing
Annual Report | Filed on 15 Aug 2022
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
Transactions
36 transactions
NUVEEN LARGE CAP CORE FD CL A [MF] | Unknown | 12 Nov 2021 | None | Owner: Gabrielle Ashtyn Hern Roth IRA; Dependent Child; Corp... |
NUVEEN LARGE CAP CORE FUND CL I [MF] | Unknown | 12 Nov 2021 | None | Owner: Kaden Everett Hern Trust; Dependent Child; Corp Actio... |
NUVEEN LARGE CAP CORE FD CL A [MF] | Unknown | 12 Nov 2021 | None | Owner: Kaden Hern Roth IRA; Dependent Child; Corp Action - M... |
NUVEEN LARGE CAP CORE FUND CL I [MF] | Unknown | 12 Nov 2021 | None | Owner: Kelby Austin Hern Trust; Dependent Child; Corp Action... |
NUVEEN LARGE CAP CORE FD CL A [MF] | Unknown | 12 Nov 2021 | None | Owner: Kelby Hern Roth IRA; Dependent Child; Corp Action - M... |
Citigroup Global Mkts MTN 09/02/2026 [CS... | Unknown | 27 Aug 2021 | $250,001 - $500,000 | Owner: Hern Family Foundation; Joint; Citigroup Autocall Med... |
OGN | Unknown | 03 Jun 2021 | $1,001 - $15,000 | Owner: Hern Family Revocable Trust > Brokerage Investment Ac... |
DVN | Unknown | 07 Jan 2021 | $100,001 - $250,000 | Owner: Hern Family Foundation; Joint; Jan 7 2021 received sh... |
WPX | Unknown | 07 Jan 2021 | None | Owner: Hern Family Foundation; Joint; Jan 7 2021 WPX shares ... |
WPX | Unknown | 07 Jan 2021 | None | Owner: Hern Family Revocable Trust; Joint; Jan 7 2021 WPX sh... |
DVN | Unknown | 07 Jan 2021 | $1,000,001 - $5,000,000 | Owner: Hern Family Revocable Trust > Brokerage Investment Ac... |
NUVEEN DIVIDEND GROWTH CLASS A [MF] | Unknown | Unknown | $15,001 - $50,000 | Owner: Gabrielle Ashtyn Hern Roth IRA; Dependent Child; Corp... |
FIRST TR EXCHANGE TRADED FD IV LOW DURAT... | Unknown | Unknown | None | Owner: Gabrielle Ashtyn Hern Trust; Dependent Child; sell cl... |
FTSM | Unknown | Unknown | None | Owner: Gabrielle Ashtyn Hern Trust; Dependent Child; sell cl... |
GS Absolute Return Tracker Fund [MF] | Unknown | Unknown | None | Owner: Gabrielle Ashtyn Hern Trust; Dependent Child; sell cl... |
RTX | Unknown | Unknown | $100,001 - $250,000 | Owner: Hern Family Foundation; Joint; merger with United Tec... |
AMERICAN AMCAP FUND F2 [MF] | Unknown | Unknown | $50,001 - $100,000 | Owner: Hern Family Revocable Trust; Joint; cap gains distrib... |
FS KKR Capital Corp II [PS] | Unknown | Unknown | None | Owner: Hern Family Revocable Trust; Joint; Sell close |
INLAND REAL ESTATE INCOME TR INC COM [RE... | Unknown | Unknown | $100,001 - $250,000 | Owner: Hern Family Revocable Trust; Joint; Dividend Reinvest... |
NORTHSTAR HEALTHCARE INCOME IN COM [PS] | Unknown | Unknown | $100,001 - $250,000 | Owner: Hern Family Revocable Trust; Joint; Liquidation by fu... |
HLT | Unknown | Unknown | $100,001 - $250,000 | Owner: Hern Family Revocable Trust > Brokerage Investment Ac... |
JNL/Mellon US Stock Mkt Index Fund [MF] | Unknown | Unknown | $500,001 - $1,000,000 | Owner: Hern Family Revocable Trust > Jackson National EA; Jo... |
JNL/S&P® Dividend Income & Growth [MF] | Unknown | Unknown | None | Owner: Hern Family Revocable Trust > Jackson National EA; Jo... |
McDonald's Restaurants [OL] | Unknown | Unknown | None | Owner: Hern Family Revocable Trust > KTAK Corp; Joint; Sale ... |
JNL/Mellon US Stock Mkt Index Fund [MF] | Unknown | Unknown | $250,001 - $500,000 | Owner: Jackson National EA; Joint; exchanged/transferred fro... |
JNL/S&P® Dividend Income & Growth [MF] | Unknown | Unknown | None | Owner: Jackson National EA; Joint; exchanged/transferred to ... |
FIDELITY SELECT INDUSTRIALS PORT [MF] | Unknown | Unknown | None | Owner: Kaden Everett Hern Trust; Dependent Child; sell close |
GLENMEDE SECURED OPTIONS PORTFOLIO I [MF... | Unknown | Unknown | None | Owner: Kaden Everett Hern Trust; Dependent Child; sell close |
NUVEEN DIVIDEND GROWTH CLASS I [MF] | Unknown | Unknown | $15,001 - $50,000 | Owner: Kaden Everett Hern Trust; Dependent Child; Corp Actio... |
OAKMARK GLOBAL SELECT ADVISOR CL [MF] | Unknown | Unknown | None | Owner: Kaden Everett Hern Trust; Dependent Child; sell close |
NUVEEN DIVIDEND GROWTH CLASS A [MF] | Unknown | Unknown | $15,001 - $50,000 | Owner: Kaden Hern Roth IRA; Dependent Child; Corp Action - M... |
FIDELITY SELECT INDUSTRIALS PORT [MF] | Unknown | Unknown | None | Owner: Kelby Austin Hern Trust; Dependent Child; sell close |
GLENMEDE SECURED OPTIONS PORTFOLIO I [MF... | Unknown | Unknown | None | Owner: Kelby Austin Hern Trust; Dependent Child; sell close |
NUVEEN DIVIDEND GROWTH CLASS I [MF] | Unknown | Unknown | $15,001 - $50,000 | Owner: Kelby Austin Hern Trust; Dependent Child; Corp Action... |
OAKMARK GLOBAL SELECT ADVISOR CL [MF] | Unknown | Unknown | None | Owner: Kelby Austin Hern Trust; Dependent Child; sell close |
NUVEEN DIVIDEND GROWTH CLASS A [MF] | Unknown | Unknown | $15,001 - $50,000 | Owner: Kelby Hern Roth IRA; Dependent Child; Corp Action - M... |