Kevin Hern

U.S. House·OK·last disclosed 2026-06-02

Disclosed book · year-end value

$90.6M

midpoint est. · $43.6M+ — not market value

214 holdings · $29.8M equity · $60.7M non-equity

Our verdict on their book · $-weighted, equity only

Buy17.8%Hold60.9%Sell4.8%Not covered16.5%

18% of Kevin Hern's disclosed equity book sits in stocks we independently rate Buy — biggest equity positions RTX & WMB.

Disclosed trades

687

Buys · Sells

516 · 146

Median reporting lag

25d

avg 27d to disclose

Last disclosed

2026-06-02

Trade cadence · buys above, sells below · last 12 mo

Dec

Jan ’25

Mar

Apr

Sep

Oct

Dec

Jan ’26

Feb

Mar

Apr

May

What Kevin Hern owns now

Year-end holdings from their latest annual disclosure · 214 holdings · as of 2024

Interestnon-equity

$6.95M–$32.0M22%

30F DUE 10/16/30non-equity

$1.50M–$6.00M4%

Schwab Banknon-equity

$1.12M–$5.34M4%

RTX

$1.10M–$5.25M4%

FV $180.00 · Jun '26Hold

WMB

$1.10M–$5.25M4%

Hold

Firstar Bank-Checkingnon-equity

$1.00M–$5.01M3%

3 Year Shield 15 S&P500 Indexnon-equity

$1.00M–$5.00M3%

MORGAN STANLEY FIN LLC SER A MTN 05/06/2026non-equity

$1.00M–$5.00M3%

Show all 214 holdings

100 Indexnon-equity

$1.00M–$5.00M3%

Hern for Congress Bank Accountnon-equity

$1.00M–$5.00M3%

Airplane - 2non-equity

$1.00M–$5.00M3%

MINT

$1.25M+2%

No call

GOOGL

$750K–$1.50M1%

FV $410.00 · Jun '26Buy

MORGAN STANLEY FIN LLC MTN ZERO CPNnon-equity

$1.00M+1%

DVN

$600K–$1.25M1%

FV $47.00 · Jul '26Buy

JPM

$600K–$1.25M1%

FV $310.00 · Jun '26Hold

ROK

$600K–$1.25M1%

FV $380.00 · Jun '26Sell

TXN

$600K–$1.25M1%

Hold

EMR

$550K–$1.10M1%

FV $130.00 · Jun '26Hold

ORLY

$550K–$1.10M1%

FV $92.00 · Jul '26Hold

SWVXX

$515K–$1.05M1%

No call

COST

$501K–$1.01M1%

FV $900.00 · Jun '26Hold

SMARTSTOP SELF STORAG REIT INC CL Anon-equity

$500K–$1.00M1%

3 Year Shield 15 Russell 2000 Indexnon-equity

$500K–$1.00M1%

ACN

$500K–$1.00M1%

FV $150.00 · Jul '26Buy

JNL iShares Tactical Growthnon-equity

$500K–$1.00M1%

JNL/Mellon Equity Incomenon-equity

$500K–$1.00M1%

MidCap Indexnon-equity

$500K–$1.00M1%

JNL/Mellon US Stock Mkt Index Fundnon-equity

$500K–$1.00M1%

John Hancock SULnon-equity

$500K–$1.00M1%

Allianz Life Pro Plus Advantage / PIMCO Tactical Balancednon-equity

$500K–$1.00M1%

Airplane Hangarnon-equity

$500K–$1.00M1%

PSP & Vision Partnersnon-equity

$500K–$1.00M1%

$351K–$765K1%

FV $310.00 · Jun '26Hold

AMZN

$350K–$750K1%

FV $280.00 · Jun '26Buy

CDNS

$350K–$750K1%

Hold

OKE

$350K–$750K1%

FV $90.00 · Jun '26Hold

BSX

$315K–$650K1%

FV $55.00 · Jun '26Buy

ICLR

$300K–$600K0%

FV $160.00 · Jun '26Hold

LIN

$300K–$600K0%

FV $500.00 · Jun '26Hold

LMT

$300K–$600K0%

FV $480.00 · Jun '26Hold

NEE

$300K–$600K0%

FV $86.00 · Jun '26Hold

FQAL

$251K–$515K0%

No call

$251K–$515K0%

FV $370.00 · Jun '26Buy

Marsh & McLennan Companies, Inc. (MMC)non-equity

$251K–$515K0%

Goldman Sachs MTN 4/29/2030non-equity

$250K–$500K0%

ISHARES TRUST CORE DIVID GWTHnon-equity

$250K–$500K0%

iShares Trust US Treasury TIPsnon-equity

$250K–$500K0%

MSFT

$250K–$500K0%

FV $430.00 · Jun '26Buy

MVPIndexnon-equity

$250K–$500K0%

GARP

$250K–$500K0%

No call

DYNF

$250K–$500K0%

No call

PWR

$250K–$500K0%

Hold

JNL/Mellon Information Technology Sectornon-equity

$250K–$500K0%

XOM

$200K–$500K0%

FV $125.00 · Jul '26Hold

Firstar Bank - Checkingnon-equity

$151K–$365K0%

EVENTIDE GILEAD FUND CLASS Inon-equity

$251K+0%

FTEC

$150K–$350K0%

No call

DHR

$150K–$350K0%

FV $172.00 · Jun '26Hold

$150K–$350K0%

FV $860.00 · Jun '26Hold

PTC

$150K–$350K0%

FV $135.00 · Jun '26Buy

FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETFnon-equity

$150K–$350K0%

FDRR

$116K–$315K0%

No call

FIRST EAGLE GLOBAL CLASS Inon-equity

$116K–$315K0%

IQV

$116K–$315K0%

Hold

ITW

$115K–$300K0%

FV $255.00 · Jun '26Hold

JPMORGAN GLOBAL ALLOCATION CLASS Inon-equity

$115K–$300K0%

FV $330.00 · Jun '26Hold

ASML

$100K–$250K0%

Sell

FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS Inon-equity

$100K–$250K0%

INVESCO EXCHANGE TRADED FD TR S&P 500 GARP ETFnon-equity

$100K–$250K0%

JEPI

$100K–$250K0%

No call

AMERICAN AMCAP FUND F2non-equity

$100K–$250K0%

CMI

$100K–$250K0%

Hold

FS Specialty Lending Fund - Fs Energy & Power Fund Commonnon-equity

$100K–$250K0%

INLAND REAL ESTATE INCOME TR INC COMnon-equity

$100K–$250K0%

INTEGRITY OKLAHOMA MUNICIPAL CL Anon-equity

$100K–$250K0%

ABB Ltd (ABB)non-equity

$100K–$250K0%

CAIE

$100K–$250K0%

No call

FCX

$100K–$250K0%

FV $70.00 · Jun '26Hold

JNL/First State Global Infrastructurenon-equity

$100K–$250K0%

JNL/Franklin Templeton Global Multisector Bondnon-equity

$100K–$250K0%

JNL/PIMCO Investment Grade Credit Bondnon-equity

$100K–$250K0%

AAPL

$100K–$250K0%

Hold

ALGER CAPITAL APPRECIATION CL Z-2non-equity

$100K–$250K0%

AMERICAN BALANCED FUND F2non-equity

$100K–$250K0%

AMERICAN FUNDAMENTAL INVESTORS CL F2non-equity

$100K–$250K0%

JOHN HANCOCK DISCIPLINED VALUE Inon-equity

$100K–$250K0%

AMERICAN SMALLCAP WORLD FUND CL F2non-equity

$100K–$200K0%

CVX

$80.0K–$200K0%

Hold

GOLDMAN SACHS ABSOLU RETURN TRACKER INSTLnon-equity

$66.0K–$165K0%

FHLC

$65.0K–$150K0%

No call

PRGS

$65.0K–$150K0%

FV $37.00 · Jun '26Hold

TJX

$65.0K–$150K0%

FV $170.00 · Jun '26Hold

$52.0K–$130K0%

FV $82.00 · Jun '26Hold

FDIS

$51.0K–$115K0%

No call

PARAMETRIC COMMODITY STRATEGIC INST CLnon-equity

$51.0K–$115K0%

AIO

$51.0K–$115K0%

No call

$51.0K–$115K0%

FV $85.00 · Jun '26Hold

LOW

$51.0K–$115K0%

FV $230.00 · Jun '26Hold

$51.0K–$115K0%

FV $150.00 · Jun '26Hold

PARNASSUS CORE EQUITY INVESTORnon-equity

$51.0K–$115K0%

ADBE

$50.0K–$100K0%

FV $245.00 · Jun '26Buy

BLK

$50.0K–$100K0%

Hold

XRAIX

$50.0K–$100K0%

No call

$50.0K–$100K0%

FV $235.00 · Jun '26Buy

HON

$50.0K–$100K0%

FV $225.00 · Jun '26Hold

INTC

$50.0K–$100K0%

FV $60.00 · Jun '26Sell

JNJ

$50.0K–$100K0%

FV $230.00 · Jun '26Hold

TMO

$50.0K–$100K0%

FV $480.00 · Jun '26Hold

UNH

$50.0K–$100K0%

FV $320.00 · Jun '26Sell

AMP

$50.0K–$100K0%

FV $540.00 · Jun '26Buy

MUA

$50.0K–$100K0%

No call

COR

$50.0K–$100K0%

FV $270.00 · Jun '26Hold

CSCO

$50.0K–$100K0%

FV $96.00 · Jun '26Sell

ICE

$50.0K–$100K0%

FV $150.00 · Jun '26Buy

MRK

$50.0K–$100K0%

FV $118.00 · Jun '26Hold

PGIM GLOBAL TOTAL RETURN CL Znon-equity

$50.0K–$100K0%

TROW

$50.0K–$100K0%

FV $120.00 · Jun '26Hold

PLD

$50.0K–$100K0%

Hold

T ROWE PRICE BLUE CHIP GROWTH INCnon-equity

$50.0K–$100K0%

AMERICAN GROWTH FUND OF AMERICA CL F2non-equity

$50.0K–$100K0%

AMERICAN NEW PERSPECTIVE CL F2non-equity

$50.0K–$100K0%

AMERICAN THE NEW ECONOMY FUND CL F2non-equity

$50.0K–$100K0%

MFS RESEARCH FUND CL Inon-equity

$50.0K–$100K0%

WMT

$50.0K–$100K0%

FV $105.00 · Jun '26Hold

FIDELITY MSCI MATLS INDEX ETFnon-equity

$31.0K–$115K0%

FSTA

$16.0K–$65.0K0%

No call

FBND

$16.0K–$65.0K0%

No call

JPM Global Bond Opp Fundnon-equity

$16.0K–$65.0K0%

CMCSA

$16.0K–$65.0K0%

FV $33.00 · Jun '26Buy

Coterra Energy Inc. (CTRA)non-equity

$16.0K–$65.0K0%

FENY

$15.0K–$50.0K0%

No call

FIDELITY MSCI FINLS INDEX ETFnon-equity

$15.0K–$50.0K0%

FIDELITY MSCI INDL INDEX ETFnon-equity

$15.0K–$50.0K0%

FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCKnon-equity

$15.0K–$50.0K0%

PRGSX

$15.0K–$50.0K0%

No call

SSUS

$15.0K–$50.0K0%

No call

MDT

$15.0K–$50.0K0%

FV $90.00 · Jun '26Buy

PGIM Global Total Returnnon-equity

$15.0K–$50.0K0%

PSX

$15.0K–$50.0K0%

FV $180.00 · Jun '26Hold

BDX

$15.0K–$50.0K0%

FV $150.00 · Jun '26Hold

CTSH

$15.0K–$50.0K0%

FV $56.00 · Jun '26Buy

GLENMEDE SECURED OPTIONS PORTFOLIO Inon-equity

$15.0K–$50.0K0%

IVZ

$15.0K–$50.0K0%

FV $31.00 · Jun '26Hold

JPMORGAN GLOBAL BOND OPPORTUNITIES CL Inon-equity

$15.0K–$50.0K0%

MAINSTAY MACKAY HIGH YIELD MUNI BD CL Inon-equity

$15.0K–$50.0K0%

NUMG

$15.0K–$50.0K0%

No call

SBUX

$15.0K–$50.0K0%

FV $82.00 · Jun '26Sell

Trinity Financialnon-equity

$15.0K–$50.0K0%

DIS

$15.0K–$50.0K0%

FV $108.00 · Jun '26Hold

BOSTON PARTNERS ALL CAP VALUE INSTLnon-equity

$15.0K–$50.0K0%

FIDELITY SELECT CHEMICALSnon-equity

$15.0K–$50.0K0%

FIDELITY SELECT IT SERVICES PORTFOLIOnon-equity

$15.0K–$50.0K0%

FIDELITY SELECT LEISUREnon-equity

$15.0K–$50.0K0%

FBSOX

$15.0K–$50.0K0%

No call

BOKF

$15.0K–$50.0K0%

FV $150.00 · Jun '26Buy

CNP

$15.0K–$50.0K0%

FV $45.00 · Jun '26Hold

CSX

$15.0K–$50.0K0%

FV $37.00 · Jun '26Sell

ETN

$15.0K–$50.0K0%

FV $400.00 · Jun '26Hold

FRANKLIN INCOME ADVISOR CLASSnon-equity

$15.0K–$50.0K0%

INVESCO OPPENHEIMER DISC MID CAP GROW Ynon-equity

$15.0K–$50.0K0%

INVESCO OPPENHEIMER INTL GROWTH Ynon-equity

$15.0K–$50.0K0%

JOHN HANCOCK DISCIPL INED VALUE MID CAP Inon-equity

$15.0K–$50.0K0%

JPMORGAN MORTGAGE BACKED SEC CLASS Inon-equity

$15.0K–$50.0K0%

NKE

$15.0K–$50.0K0%

Hold

NVS

$15.0K–$50.0K0%

No call

OGE

$15.0K–$50.0K0%

FV $50.00 · Jun '26Hold

PBA

$15.0K–$50.0K0%

No call

PGIM TOTAL RETURN BOND CL Znon-equity

$15.0K–$50.0K0%

STX

$15.0K–$50.0K0%

Sell

STE

$15.0K–$50.0K0%

FV $230.00 · Jun '26Buy

TEMPLETON GLOBAL BOND ADVISOR CLASSnon-equity

$15.0K–$50.0K0%

TOUCHSTONE SMALL COMPANY FUND INSTLnon-equity

$15.0K–$50.0K0%

UNDISCOVERED MGRS BEHAVIOR VALUE CL Lnon-equity

$15.0K–$50.0K0%

Welltower Inc. (HCN)non-equity

$15.0K–$50.0K0%

Seven Lakes Venturesnon-equity

$15.0K–$50.0K0%

DIAL

$1.00K–$15.0K0%

No call

ETV

$1.00K–$15.0K0%

No call

Exact Sciences Corporation (EXAS)non-equity

$1.00K–$15.0K0%

FCOM

$1.00K–$15.0K0%

No call

FREL

$1.00K–$15.0K0%

No call

FUTY

$1.00K–$15.0K0%

No call

FEMS

$1.00K–$15.0K0%

No call

JPM Global Allocation Fundnon-equity

$1.00K–$15.0K0%

Mainstay Mackay high yield muni fundnon-equity

$1.00K–$15.0K0%

VIRTUS SEIX HIGH YIELD CL Inon-equity

$1.00K–$15.0K0%

VUZI

$1.00K–$15.0K0%

FV $1.00 · Jul '26Avoid

ARKK

$1.00K–$15.0K0%

No call

$1.00K–$15.0K0%

Hold

DEO

$1.00K–$15.0K0%

Hold

$1.00K–$15.0K0%

Hold

MDLZ

$1.00K–$15.0K0%

FV $62.00 · Jun '26Hold

AGGY

$1.00K–$15.0K0%

No call

CARR

$1.00K–$15.0K0%

Hold

OTIS

$1.00K–$15.0K0%

FV $78.00 · Jun '26Hold

OGN

$1.00K–$15.0K0%

FV $10.00 · Jun '26Sell

BLACKROCK STRATEGIC INCOME OPPRTSI INSTLnon-equity

$1.00K–$15.0K0%

DOUBLELINE TOTAL RT BOND FD CL Nnon-equity

$1.00K–$15.0K0%

INVESCO EXCHANGE TRADED FD TR DYNMC LRG VALUnon-equity

$1.00K–$15.0K0%

INVESCO EXCHANGE-TRADED FD TR S&P500 LOW VOLnon-equity

$1.00K–$15.0K0%

LOOMIS SAYLES CORE PLUS BOND FUND CL Ynon-equity

$1.00K–$15.0K0%

NUVEEN NWQ FLEXIBLE INCOME CL Inon-equity

$1.00K–$15.0K0%

PIMCO INCOME FUND INSTITUTIONAL FUNDnon-equity

$1.00K–$15.0K0%

PWV

$1.00K–$15.0K0%

No call

SPLV

$1.00K–$15.0K0%

No call

ALC

$1.00K–$15.0K0%

Hold

BUD

$1.00K–$15.0K0%

Sell

BIIB

$1.00K–$15.0K0%

FV $205.00 · Jul '26Hold

$1.00K–$15.0K0%

Hold

Gap, Inc. (GPS)non-equity

$1.00K–$15.0K0%

HRL

$1.00K–$15.0K0%

Hold

KMB

$1.00K–$15.0K0%

FV $98.00 · Jun '26Hold

VFC

$1.00–$1.00K0%

Hold

Reported asset value, disclosed ranges · how we built this

What Kevin Hern did

687 disclosed trades

2026-06-02—merged with DVN Energy Corp. Coterra Energy Inc. Common StockExch

$15.0K–$50.0K

25d lagtraded 2026-05-08PTR ↗

2026-06-02DVNCoterra merged into Devon JT Devon Energy Corporation Common StockExch

$15.0K–$50.0K

25d lagtraded 2026-05-08PTR ↗

2026-06-02—CRTA Merged into DVN MORGAN STANLEY FIN LLC MTN ZERO CPNSell

$1.00M–$5.00M

27d lagtraded 2026-05-06PTR ↗

2026-05-05—JT Goldman Sachs MTN 4/29/2030Sell

$250K–$500K

6d lagtraded 2026-04-29PTR ↗

2026-04-03ACNJT Accenture plc Class A Ordinary SharesSell

$250K–$500K

18d lagtraded 2026-03-16PTR ↗

2026-04-03BDXHern Family Revocable Trust JT Becton, Dickinson and Company Common StockSell

$15.0K–$50.0K

17d lagtraded 2026-03-17PTR ↗

2026-04-03MUAHern Family Revocable Trust JT Blackrock MuniAssets Fund, Inc Common StockSell

$50.0K–$100K

17d lagtraded 2026-03-17PTR ↗

2026-04-03CTSHcable Trust JT Cognizant Technology Solutions Corporation - Class A Common StockSell

$15.0K–$50.0K

17d lagtraded 2026-03-17PTR ↗

2026-04-03CMCSAHern Family Revocable Trust JT Comcast Corporation - Class A Common StockSell

$15.0K–$50.0K

17d lagtraded 2026-03-17PTR ↗

2026-04-03—Hern Family Revocable Trust DC Exact Sciences Corporation - Common StockSell

$1.00K–$15.0K

10d lagtraded 2026-03-24PTR ↗

2026-04-03ICLRJT ICON plc - Ordinary SharesSell

$100K–$250K

29d lagtraded 2026-03-05PTR ↗

2026-04-03IVZHern Family Revocable Trust JT Invesco Ltd Common StockSell

$15.0K–$50.0K

17d lagtraded 2026-03-17PTR ↗

2026-04-03IQVHern Family Revocable Trust JT IQVIA Holdings, Inc. Common StockSell

$50.0K–$100K

18d lagtraded 2026-03-16PTR ↗

2026-04-03KVUEHern Family Revocable Trust JT Kenvue Inc. Common StockSell

$15.0K–$50.0K

17d lagtraded 2026-03-17PTR ↗

2026-04-03MDTHern Family Revocable Trust JT Medtronic plc. Ordinary SharesSell

$15.0K–$50.0K

14d lagtraded 2026-03-20PTR ↗

2026-04-03PRGSHern Family Revocable Trust JT Progress Software Corporation - Common StockSell

$50.0K–$100K

18d lagtraded 2026-03-16PTR ↗

2026-04-03PLDHern Family Revocable Trust JT Prologis, Inc. Common StockSell

$50.0K–$100K

14d lagtraded 2026-03-20PTR ↗

2026-04-03SMAHern Family Revocable Trust JT SmartStop Self Storage REIT, Inc. Common StockSell

$500K–$1.00M

16d lagtraded 2026-03-18PTR ↗

2026-04-03TROWHern Family Revocable Trust JT T. Rowe Price Group, Inc. - Common StockSell

$15.0K–$50.0K

14d lagtraded 2026-03-20PTR ↗

2026-04-03TXNJT Texas Instruments Incorporated - Common StockSell

$500K–$1.00M

16d lagtraded 2026-03-18PTR ↗

2026-03-06WATJT Waters Corporation Common StockExch

$1.00K–$15.0K

25d lagtraded 2026-02-09PTR ↗

2026-02-18—JT ROYAL BANK OF CANADA 31F DUE 01/10/31Buy

$250K–$500K

42d lagtraded 2026-01-07PTR ↗

2026-01-22UNHJT UnitedHealth Group Incorporated Common StockSell

$250K–$500K

30d lagtraded 2025-12-23PTR ↗

2025-11-16ACNJT Accenture plc Class A Ordinary SharesSell

$100K–$250K

20d lagtraded 2025-10-27PTR ↗

2025-11-16—sell to close JT BNP Paribas MTN 4/9/2030Sell

$250K–$500K

38d lagtraded 2025-10-09PTR ↗

2025-11-16—note redeemed/called by issuer JT BNP Paribas MTN 4/9/2030Sell

$1.00M–$5.00M

38d lagtraded 2025-10-09PTR ↗

2025-11-16BSXnote redeemed/called by the issuer JT Boston Scientific Corporation Common StockSell

$15.0K–$50.0K

19d lagtraded 2025-10-28PTR ↗

2025-11-16CSXHern Family Foundation CSX CorporationSell

$15.0K–$50.0K

19d lagtraded 2025-10-28PTR ↗

2025-11-16ETNKevin Hern Traditional IRA Eaton Corporation, PLC Ordinary SharesSell

$15.0K–$50.0K

41d lagtraded 2025-10-06PTR ↗

2025-11-16HDKevin Hern Traditional IRA Home Depot, Inc.Sell

$1.00K–$15.0K

19d lagtraded 2025-10-28PTR ↗

2025-11-16MCDKevin Hern Traditional IRA JT McDonald's Corporation Common StockSell

$1.00K–$15.0K

24d lagtraded 2025-10-23PTR ↗

2025-11-16MCDHern Family Foundation JT McDonald's Corporation Common StockSell

$100K–$250K

24d lagtraded 2025-10-23PTR ↗

2025-11-16MSFTHern Family Revocable Trust JT Microsoft Corporation - Common StockSell

$15.0K–$50.0K

19d lagtraded 2025-10-28PTR ↗

2025-11-16ORLYHern Family Foundation JT O'Reilly Automotive, Inc. - Common StockSell

$1.00K–$15.0K

19d lagtraded 2025-10-28PTR ↗

2025-11-16—30F DUE 10/16/30Buy

$500K–$1.00M

37d lagtraded 2025-10-10PTR ↗

2025-11-16—30F DUE 10/16/30Buy

$1.00M–$5.00M

37d lagtraded 2025-10-10PTR ↗

2025-11-16STXBuy to open Seagate Technology Holdings PLC - Ordinary SharesSell

$15.0K–$50.0K

19d lagtraded 2025-10-28PTR ↗

2025-11-16—Kevin Hern Traditional IRA Seagate Technology Holdings PLC -Sell

$15.0K–$50.0K

41d lagtraded 2025-10-06PTR ↗

2025-10-16ACNJT Accenture plc Class A Ordinary SharesSell

$15.0K–$50.0K

20d lagtraded 2025-09-26PTR ↗

2025-10-16HDHern Family Foundation JT Home Depot, Inc.Sell

$15.0K–$50.0K

20d lagtraded 2025-09-26PTR ↗

2025-10-16MASIHern Family Foundation JT Masimo Corporation - Common StockSell

$15.0K–$50.0K

20d lagtraded 2025-09-26PTR ↗

2025-10-16MSFTHern Family Foundation JT Microsoft Corporation - Common StockSell

$15.0K–$50.0K

20d lagtraded 2025-09-26PTR ↗

2025-05-13—JT BNP Paribas MTN 4/9/2030Buy

$250K–$500K

39d lagtraded 2025-04-04PTR ↗

2025-05-13—Buy to open JT BNP Paribas MTN 4/9/2030Buy

$1.00M–$5.00M

39d lagtraded 2025-04-04PTR ↗

2025-05-13—Buy to open JT Goldman Sachs MTN 4/29/2030Buy

$250K–$500K

19d lagtraded 2025-04-24PTR ↗

2025-04-23—JT MORGAN STANLEY FIN LLC MTN ZERO CPNSell

$500K–$1.00M

23d lagtraded 2025-03-31PTR ↗

2025-02-14—JT FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS IBuy

$100K–$250K

16d lagtraded 2025-01-29PTR ↗

2025-01-15AGCOJT AGCO Corporation Common StockSell

$50.0K–$100K

15d lagtraded 2024-12-31PTR ↗

2025-01-15—sell to close JT Citigroup MTN 9/1/2026Sell

$500K–$1.00M

43d lagtraded 2024-12-03PTR ↗

2025-01-15DVNe Called by the issuer. position closed JT Devon Energy Corporation Common StockSell

$250K–$500K

15d lagtraded 2024-12-31PTR ↗

2025-01-15DXCMRebalance position toward original allocation JT DexCom, Inc. - Common StockSell

$50.0K–$100K

15d lagtraded 2024-12-31PTR ↗

2025-01-15ELsell to close JT Estee Lauder Companies, Inc.Sell

$15.0K–$50.0K

15d lagtraded 2024-12-31PTR ↗

2025-01-15XOMJT Exxon Mobil Corporation Common StockBuy

$1.00K–$15.0K

36d lagtraded 2024-12-10PTR ↗

2025-01-15HDDividend Reinvestment JT Home Depot, Inc.Buy

$1.00K–$15.0K

34d lagtraded 2024-12-12PTR ↗

2025-01-15INTCDividend Reinvestment JT Intel Corporation - Common StockSell

$50.0K–$100K

15d lagtraded 2024-12-31PTR ↗

2025-01-15JNJsell to close JT Johnson & Johnson Common StockSell

$100K–$250K

15d lagtraded 2024-12-31PTR ↗

2024-12-16—11/18/2024 BONDSell

$100K–$250K

28d lagtraded 2024-11-18PTR ↗

2024-11-15MCDJT McDonald's Corporation Common StockBuy

$100K–$250K

17d lagtraded 2024-10-29PTR ↗

2024-11-15—10/03/2024Sell

$100K–$250K

43d lagtraded 2024-10-03PTR ↗

2024-11-15—10/03/2024Sell

$1.00M–$5.00M

43d lagtraded 2024-10-03PTR ↗

2024-10-16—JT Citigroup MTN 9/1/2026Sell

$250K–$500K

23d lagtraded 2024-09-23PTR ↗

2024-08-10—JT Bank of Montreal MTN 4/19/27Sell

$250K–$500K

22d lagtraded 2024-07-19PTR ↗

2024-08-10—Note called by issuer 7/19/24 JT Barclays Bank Series A MTN 1/22/27Sell

$250K–$500K

15d lagtraded 2024-07-26PTR ↗

2024-08-10CBNote called by issuer JT Chubb Limited Common StockBuy

$1.00K–$15.0K

33d lagtraded 2024-07-08PTR ↗

2024-08-10—Dividend Reinvestment JT Inland Real Estate Income TrustBuy

$1.00K–$15.0K

33d lagtraded 2024-07-08PTR ↗

2024-07-15AGCOJT AGCO Corporation Common StockBuy

$1.00K–$15.0K

25d lagtraded 2024-06-20PTR ↗

2024-07-15DVNDividend Reinvestment JT Devon Energy Corporation Common StockBuy

$1.00K–$15.0K

17d lagtraded 2024-06-28PTR ↗

2024-07-15EMRDividend Reinvestment JT Emerson Electric Company Common StockBuy

$1.00K–$15.0K

35d lagtraded 2024-06-10PTR ↗

2024-07-15XOMJT Exxon Mobil Corporation Common StockBuy

$1.00K–$15.0K

35d lagtraded 2024-06-10PTR ↗

2024-07-15HDDividend Reinvestment JT Home Depot, Inc.Buy

$1.00K–$15.0K

32d lagtraded 2024-06-13PTR ↗

2024-07-15JNJDividend Reinvestment JT Johnson & Johnson Common StockBuy

$1.00K–$15.0K

41d lagtraded 2024-06-04PTR ↗

2024-07-15LINDividend Reinvestment JT Linde plc - Ordinary SharesBuy

$1.00K–$15.0K

24d lagtraded 2024-06-21PTR ↗

2024-07-15LMTDividend Reinvestment JT Lockheed Martin Corporation Common StockBuy

$1.00K–$15.0K

17d lagtraded 2024-06-28PTR ↗

2024-07-15NEEDividend Reinvestment JT NextEra Energy, Inc. Common StockBuy

$1.00K–$15.0K

28d lagtraded 2024-06-17PTR ↗

2024-07-15ROKDividend Reinvestment JT Rockwell Automation, Inc. Common StockBuy

$1.00K–$15.0K

35d lagtraded 2024-06-10PTR ↗

2024-07-15RTXDividend Reinvestment JT RTX Corporation Common StockBuy

$1.00K–$15.0K

32d lagtraded 2024-06-13PTR ↗

2024-07-15UNHDividend Reinvestment JT UnitedHealth Group Incorporated Common StockBuy

$1.00K–$15.0K

20d lagtraded 2024-06-25PTR ↗

2024-07-15WMBDividend Reinvestment JT Williams Companies, Inc.Buy

$1.00K–$15.0K

21d lagtraded 2024-06-24PTR ↗

2024-06-07ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

21d lagtraded 2024-05-17PTR ↗

2024-06-07XOMDividend Reinvestment JT Exxon Mobil Corporation Common StockExch

$100K–$250K

35d lagtraded 2024-05-03PTR ↗

2024-06-07—received through merger or PXD JT Marsh & McLennan Companies, Inc. Common StockBuy

$1.00K–$15.0K

23d lagtraded 2024-05-15PTR ↗

2024-06-07OKEDividend Reinvestment JT ONEOK, Inc. Common StockBuy

$1.00K–$15.0K

23d lagtraded 2024-05-15PTR ↗

2024-06-07—JT Pioneer Natural Resources Company Common StockExch

$100K–$250K

35d lagtraded 2024-05-03PTR ↗

2024-06-07TXNDividend Reinvestment JT Texas Instruments Incorporated - Common StockBuy

$1.00K–$15.0K

17d lagtraded 2024-05-21PTR ↗

2024-06-07—Dividend Reinvestment JT US Treas Bills 05/16/2024Sell

$500K–$1.00M

22d lagtraded 2024-05-16PTR ↗

2024-05-12—JT Inland Real Estate Income TrustBuy

$1.00K–$15.0K

34d lagtraded 2024-04-08PTR ↗

2024-05-12JPMDividend Reinvestment JT JP Morgan Chase & Co. Common StockBuy

$1.00K–$15.0K

12d lagtraded 2024-04-30PTR ↗

2024-05-12—Dividend Reinvestment JT TORONTO DOMINION BANK SER E NOTE 04/27/2029Buy

$250K–$500K

18d lagtraded 2024-04-24PTR ↗

2024-04-12DVNJT Devon Energy Corporation Common StockBuy

$15.0K–$50.0K

15d lagtraded 2024-03-28PTR ↗

2024-04-12DVNDividend Reinvestment JT Devon Energy Corporation Common StockBuy

$1.00K–$15.0K

15d lagtraded 2024-03-28PTR ↗

2024-04-12EMRDividend Reinvestment JT Emerson Electric Company Common StockBuy

$1.00K–$15.0K

32d lagtraded 2024-03-11PTR ↗

2024-04-12XOMDividend Reinvestment JT Exxon Mobil Corporation Common StockBuy

$1.00K–$15.0K

32d lagtraded 2024-03-11PTR ↗

2024-04-12HDJT Home Depot, Inc.Buy

$1.00K–$15.0K

22d lagtraded 2024-03-21PTR ↗

2024-04-12JNJDividend Reinvestment JT Johnson & Johnson Common StockBuy

$1.00K–$15.0K

38d lagtraded 2024-03-05PTR ↗

2024-04-12LINDividend Reinvestment JT Linde plc - Ordinary SharesBuy

$1.00K–$15.0K

15d lagtraded 2024-03-28PTR ↗

2024-04-12LMTDividend Reinvestment JT Lockheed Martin Corporation Common StockBuy

$1.00K–$15.0K

14d lagtraded 2024-03-29PTR ↗

2024-04-12NEEDividend Reinvestment JT NextEra Energy, Inc. Common StockBuy

$1.00K–$15.0K

28d lagtraded 2024-03-15PTR ↗

2024-04-12—Dividend Reinvestment JT Pioneer Natural Resources Company Common StockBuy

$1.00K–$15.0K

21d lagtraded 2024-03-22PTR ↗

2024-04-12ROKDividend Reinvestment JT Rockwell Automation, Inc. Common StockBuy

$1.00K–$15.0K

32d lagtraded 2024-03-11PTR ↗

2024-04-12RTXDividend Reinvestment JT RTX Corporation Common StockBuy

$1.00K–$15.0K

22d lagtraded 2024-03-21PTR ↗

2024-04-12UNHDividend Reinvestment JT UnitedHealth Group Incorporated Common StockBuy

$1.00K–$15.0K

24d lagtraded 2024-03-19PTR ↗

2024-04-12WMBDividend Reinvestment JT Williams Companies, Inc.Buy

$1.00K–$15.0K

18d lagtraded 2024-03-25PTR ↗

2024-03-12ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

21d lagtraded 2024-02-20PTR ↗

2024-03-12—08/20/2027 MTN ZERO CPNSell

$250K–$500K

18d lagtraded 2024-02-23PTR ↗

2024-03-12—Note called by issuer. JT Marsh & McLennan Companies, Inc. Common StockBuy

$1.00K–$15.0K

26d lagtraded 2024-02-15PTR ↗

2024-03-12OKEDividend Reinvestment JT ONEOK, Inc. Common StockBuy

$1.00K–$15.0K

27d lagtraded 2024-02-14PTR ↗

2024-03-12TXNDividend Reinvestment JT Texas Instruments Incorporated - Common StockBuy

$1.00K–$15.0K

28d lagtraded 2024-02-13PTR ↗

2024-02-11COSTJT Costco Wholesale Corporation - Common StockBuy

$1.00K–$15.0K

30d lagtraded 2024-01-12PTR ↗

2024-02-11—Dividend Reinvestment DC Exact Sciences Corporation - Common StockSell

$1.00K–$15.0K

40d lagtraded 2024-01-02PTR ↗

2024-02-11—Sell to Close JT Inland Real Estate Income TrustBuy

$1.00K–$15.0K

37d lagtraded 2024-01-05PTR ↗

2024-02-11JPMDividend Reinvestment JT JP Morgan Chase & Co. Common StockBuy

$1.00K–$15.0K

11d lagtraded 2024-01-31PTR ↗

2024-02-11VUZIDividend Reinvestment DC Vuzix CorporationSell

$1.00K–$15.0K

40d lagtraded 2024-01-02PTR ↗

2024-01-13CCLDDC CareCloud, Inc.Sell

$1.00K–$15.0K

36d lagtraded 2023-12-08PTR ↗

2024-01-13DVNsell to close JT Devon Energy CorporationBuy

$15.0K–$50.0K

15d lagtraded 2023-12-29PTR ↗

2024-01-13DVNDividend Reinvestment JT Devon Energy CorporationBuy

$1.00K–$15.0K

15d lagtraded 2023-12-29PTR ↗

2024-01-13EMRDividend Reinvestment JT Emerson Electric CompanyBuy

$1.00K–$15.0K

33d lagtraded 2023-12-11PTR ↗

2024-01-13XOMDividend Reinvestment JT Exxon Mobil CorporationBuy

$1.00K–$15.0K

33d lagtraded 2023-12-11PTR ↗

2024-01-13HDDividend Reinvestment JT Home Depot, Inc.Buy

$1.00K–$15.0K

30d lagtraded 2023-12-14PTR ↗

2024-01-13JNJDividend Reinvestment JT Johnson & JohnsonBuy

$1.00K–$15.0K

39d lagtraded 2023-12-05PTR ↗

2024-01-13LINDividend Reinvestment JT Linde plc - Ordinary SharesBuy

$1.00K–$15.0K

26d lagtraded 2023-12-18PTR ↗

2024-01-13LMTDividend Reinvestment JT Lockheed Martin CorporationBuy

$1.00K–$15.0K

15d lagtraded 2023-12-29PTR ↗

2024-01-13NEEDividend Reinvestment JT NextEra Energy, Inc.Buy

$1.00K–$15.0K

29d lagtraded 2023-12-15PTR ↗

2024-01-13—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$1.00K–$15.0K

22d lagtraded 2023-12-22PTR ↗

2024-01-13ROKDividend Reinvestment JT Rockwell Automation, Inc.Buy

$1.00K–$15.0K

33d lagtraded 2023-12-11PTR ↗

2024-01-13RTXJT RTX CorporationBuy

$1.00K–$15.0K

30d lagtraded 2023-12-14PTR ↗

2024-01-13UNHDividend Reinvestment JT UnitedHealth Group Incorporated Common StockBuy

$1.00K–$15.0K

32d lagtraded 2023-12-12PTR ↗

2024-01-13WMBDividend Reinvestment JT Williams Companies, Inc.Buy

$1.00K–$15.0K

18d lagtraded 2023-12-26PTR ↗

2023-12-07ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

22d lagtraded 2023-11-15PTR ↗

2023-12-07—Dividend Reinvestment JT FEDL HOME LN MTG CRP 11/6/2023Sell

$100K–$250K

31d lagtraded 2023-11-06PTR ↗

2023-12-07—Redeemed by issuer. JT Marsh & McLennan Companies, Inc.Buy

$1.00K–$15.0K

22d lagtraded 2023-11-15PTR ↗

2023-12-07OKEDividend Reinvestment JT ONEOK, Inc.Buy

$1.00K–$15.0K

23d lagtraded 2023-11-14PTR ↗

2023-12-07—Dividend Reinvestment JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

23d lagtraded 2023-11-14PTR ↗

2023-12-07TXNDividend Reinvestment JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

23d lagtraded 2023-11-14PTR ↗

2023-12-07—11/30/2023Sell

$500K–$1.00M

7d lagtraded 2023-11-30PTR ↗

2023-11-17CMPCompass Minerals Intl IncSell

$1.00K–$15.0K

37d lagtraded 2023-10-11PTR ↗

2023-11-17—sell to close JT Inland Real Estate Income TrustBuy

$1.00K–$15.0K

42d lagtraded 2023-10-06PTR ↗

2023-11-17JPMReinvestment of Distribution JT JP Morgan Chase & Co.Buy

$1.00K–$15.0K

17d lagtraded 2023-10-31PTR ↗

2023-11-17—10/03/2024Buy

$500K–$1.00M

37d lagtraded 2023-10-11PTR ↗

2023-11-17—10/03/2024Buy

$50.0K–$100K

37d lagtraded 2023-10-11PTR ↗

2023-11-17VODone Group Plc - American Depositary Shares each representing ten Ordinary SharesSell

$1.00K–$15.0K

37d lagtraded 2023-10-11PTR ↗

2023-10-13DVNJT Devon Energy CorporationBuy

$1.00K–$15.0K

14d lagtraded 2023-09-29PTR ↗

2023-10-13DVNDividend Reinvestment JT Devon Energy CorporationBuy

$15.0K–$50.0K

14d lagtraded 2023-09-29PTR ↗

2023-10-13EMRDividend Reinvestment JT Emerson Electric CompanyBuy

$1.00K–$15.0K

32d lagtraded 2023-09-11PTR ↗

2023-10-13XOMDividend Reinvestment JT Exxon Mobil CorporationBuy

$1.00K–$15.0K

32d lagtraded 2023-09-11PTR ↗

2023-10-13HDDividend Reinvestment JT Home Depot, Inc.Buy

$1.00K–$15.0K

29d lagtraded 2023-09-14PTR ↗

2023-10-13JNJDividend Reinvestment JT Johnson & JohnsonBuy

$1.00K–$15.0K

36d lagtraded 2023-09-07PTR ↗

2023-10-13LINDividend Reinvestment JT Linde plc Ordinary SharesBuy

$1.00K–$15.0K

24d lagtraded 2023-09-19PTR ↗

2023-10-13—Dividend Reinvestment JT Magellan Midstream Partners L.P. Limited PartnershipExch

$500K–$1.00M

17d lagtraded 2023-09-26PTR ↗

2023-10-13—25 cash JT Magellan Midstream Partners L.P. Limited PartnershipBuy

$1.00K–$15.0K

18d lagtraded 2023-09-25PTR ↗

2023-10-13—Dividend Reinvestment JT Magellan Midstream Partners L.P. Limited PartnershipExch

$50.0K–$100K

17d lagtraded 2023-09-26PTR ↗

2023-10-13NEE25 cash JT NextEra Energy, Inc.Buy

$1.00K–$15.0K

28d lagtraded 2023-09-15PTR ↗

2023-10-13—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$1.00K–$15.0K

22d lagtraded 2023-09-21PTR ↗

2023-10-13ROKJT Rockwell Automation, Inc.Buy

$1.00K–$15.0K

32d lagtraded 2023-09-11PTR ↗

2023-10-13RTXDividend Reinvestment JT RTX CorporationBuy

$1.00K–$15.0K

36d lagtraded 2023-09-07PTR ↗

2023-10-13UNHDividend Reinvestment JT UnitedHealth Group Incorporated Common StockBuy

$1.00K–$15.0K

24d lagtraded 2023-09-19PTR ↗

2023-10-13WMBDividend Reinvestment JT Williams Companies, Inc.Buy

$1.00K–$15.0K

18d lagtraded 2023-09-25PTR ↗

2023-09-07ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

23d lagtraded 2023-08-15PTR ↗

2023-09-07—08/20/2027 MTN ZERO CPNBuy

$500K–$1.00M

21d lagtraded 2023-08-17PTR ↗

2023-09-07—Buy to open. JT Magellan Midstream Partners L.P. Limited PartnershipBuy

$1.00K–$15.0K

24d lagtraded 2023-08-14PTR ↗

2023-09-07—Reinvestment of Dividend/ROC JT Marsh & McLennan Companies, Inc.Buy

$1.00K–$15.0K

23d lagtraded 2023-08-15PTR ↗

2023-09-07OKEDividend Reinvestment JT ONEOK, Inc.Buy

$1.00K–$15.0K

24d lagtraded 2023-08-14PTR ↗

2023-09-07TXNJT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

23d lagtraded 2023-08-15PTR ↗

2023-09-07—Dividend Reinvestment JT US TREAS BILLS 08/31/2023Sell

$500K–$1.00M

7d lagtraded 2023-08-31PTR ↗

2023-08-16—JT CITIGROUP GLOBAL MKTS HLDGS IN SER A 07/27/2027MTNSell

$250K–$500K

19d lagtraded 2023-07-28PTR ↗

2023-08-16—Note was Called by the issuer. JT FS Energy & Power Fund CommonBuy

$1.00K–$15.0K

30d lagtraded 2023-07-17PTR ↗

2023-08-16—Dividend reinvestment JT Inland Real Estate Income TrustBuy

$1.00K–$15.0K

34d lagtraded 2023-07-13PTR ↗

2023-08-16JPMDividend reinvestment JT JP Morgan Chase & Co.Buy

$1.00K–$15.0K

16d lagtraded 2023-07-31PTR ↗

2023-08-16—07/20/2023Sell

$100K–$250K

27d lagtraded 2023-07-20PTR ↗

2023-07-12—JT Argo Group International Holdings, Ltd.Buy

$1.00K–$15.0K

22d lagtraded 2023-06-20PTR ↗

2023-07-12DVNDividend Reinvestment JT Devon Energy CorporationBuy

$15.0K–$50.0K

12d lagtraded 2023-06-30PTR ↗

2023-07-12DVNDividend Reinvestment JT Devon Energy CorporationBuy

$1.00K–$15.0K

12d lagtraded 2023-06-30PTR ↗

2023-07-12EMRDividend Reinvestment JT Emerson Electric CompanyBuy

$1.00K–$15.0K

33d lagtraded 2023-06-09PTR ↗

2023-07-12XOMDividend Reinvestment JT Exxon Mobil CorporationBuy

$1.00K–$15.0K

33d lagtraded 2023-06-09PTR ↗

2023-07-12HDDividend Reinvestment JT Home Depot, Inc.Buy

$1.00K–$15.0K

27d lagtraded 2023-06-15PTR ↗

2023-07-12JNJDividend Reinvestment JT Johnson & JohnsonBuy

$1.00K–$15.0K

36d lagtraded 2023-06-06PTR ↗

2023-07-12LINDividend Reinvestment JT Linde plc Ordinary SharesBuy

$1.00K–$15.0K

26d lagtraded 2023-06-16PTR ↗

2023-07-12LMTDividend Reinvestment JT Lockheed Martin CorporationBuy

$1.00K–$15.0K

19d lagtraded 2023-06-23PTR ↗

2023-07-12NEEDividend Reinvestment JT NextEra Energy, Inc.Buy

$1.00K–$15.0K

27d lagtraded 2023-06-15PTR ↗

2023-07-12—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$1.00K–$15.0K

21d lagtraded 2023-06-21PTR ↗

2023-07-12RTXDividend Reinvestment JT Raytheon Technologies CorporationBuy

$1.00K–$15.0K

27d lagtraded 2023-06-15PTR ↗

2023-07-12ROKJT Rockwell Automation, Inc.Buy

$1.00K–$15.0K

30d lagtraded 2023-06-12PTR ↗

2023-07-12—Dividend Reinvestment JT United States T-Bill 5/16/2024Buy

$500K–$1.00M

41d lagtraded 2023-06-01PTR ↗

2023-07-12—Buy to open JT United States T-Bill 6/1/2023Sell

$500K–$1.00M

41d lagtraded 2023-06-01PTR ↗

2023-07-12UNHbill was redeemed upon maturity. JT UnitedHealth Group Incorporated Common StockBuy

$1.00K–$15.0K

15d lagtraded 2023-06-27PTR ↗

2023-07-12WMBDividend Reinvestment JT Williams Companies, Inc.Buy

$1.00K–$15.0K

16d lagtraded 2023-06-26PTR ↗

2023-06-13—JT ABB LtdBuy

$1.00K–$15.0K

33d lagtraded 2023-05-11PTR ↗

2023-06-13ACNDividend Reinvestment JT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

27d lagtraded 2023-05-17PTR ↗

2023-06-13—Dividend Reinvestment JT Magellan Midstream Partners L.P. Limited PartnershipBuy

$1.00K–$15.0K

29d lagtraded 2023-05-15PTR ↗

2023-06-13OKEReinvestment of Return of Principal JT ONEOK, Inc.Buy

$1.00K–$15.0K

29d lagtraded 2023-05-15PTR ↗

2023-06-13TXNDividend Reinvestment JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

28d lagtraded 2023-05-16PTR ↗

2023-05-11AHCOSell to close DC AdaptHealth Corp.Sell

$1.00K–$15.0K

35d lagtraded 2023-04-06PTR ↗

2023-05-11—Sell to Close JT FS Energy & Power Fund CommonBuy

$1.00K–$15.0K

28d lagtraded 2023-04-13PTR ↗

2023-05-11—Dividend Reinvestment JT Inland Real Estate Income TrustBuy

$1.00K–$15.0K

35d lagtraded 2023-04-06PTR ↗

2023-05-11JPMDividend Reinvestment JT JP Morgan Chase & Co.Buy

$1.00K–$15.0K

13d lagtraded 2023-04-28PTR ↗

2023-04-10DVNJT Devon Energy CorporationBuy

$1.00K–$15.0K

10d lagtraded 2023-03-31PTR ↗

2023-04-10DVNDividend Reinvestment JT Devon Energy CorporationBuy

$15.0K–$50.0K

10d lagtraded 2023-03-31PTR ↗

2023-04-10EMRDividend Reinvestment JT Emerson Electric CompanyBuy

$1.00K–$15.0K

31d lagtraded 2023-03-10PTR ↗

2023-04-10HDDividend Reinvestment JT Home Depot, Inc.Buy

$1.00K–$15.0K

18d lagtraded 2023-03-23PTR ↗

2023-04-10INTCDividend Reinvestment JT Intel CorporationBuy

$1.00K–$15.0K

40d lagtraded 2023-03-01PTR ↗

2023-04-10JNJDividend Reinvestment JT Johnson & JohnsonBuy

$1.00K–$15.0K

34d lagtraded 2023-03-07PTR ↗

2023-04-10LINDividend Reinvestment JT Linde plc Ordinary SharesBuy

$1.00K–$15.0K

13d lagtraded 2023-03-28PTR ↗

2023-04-10LMTDividend Reinvestment JT Lockheed Martin CorporationBuy

$1.00K–$15.0K

17d lagtraded 2023-03-24PTR ↗

2023-04-10NEEDividend Reinvestment JT NextEra Energy, Inc.Buy

$1.00K–$15.0K

26d lagtraded 2023-03-15PTR ↗

2023-04-10—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$1.00K–$15.0K

24d lagtraded 2023-03-17PTR ↗

2023-04-10RTXDividend Reinvestment JT Raytheon Technologies CorporationBuy

$1.00K–$15.0K

18d lagtraded 2023-03-23PTR ↗

2023-04-10ROKDividend Reinvestment JT Rockwell Automation, Inc.Buy

$1.00K–$15.0K

31d lagtraded 2023-03-10PTR ↗

2023-04-10—JT UNITED STATES TREAS BILLS 3/21/2023Sell

$1.00M–$5.00M

20d lagtraded 2023-03-21PTR ↗

2023-04-10UNHRedeemed at Maturity JT UnitedHealth Group Incorporated Common StockBuy

$1.00K–$15.0K

20d lagtraded 2023-03-21PTR ↗

2023-04-10—Dividend Reinvestment JT US TREAS BILLS 06/01/2023Buy

$250K–$500K

38d lagtraded 2023-03-03PTR ↗

2023-04-10—Buy open JT US TREAS BILLS 08/31/2023Buy

$250K–$500K

38d lagtraded 2023-03-03PTR ↗

2023-04-10—Buy open JT US TREAS BILLS 11/30/2023Buy

$250K–$500K

38d lagtraded 2023-03-03PTR ↗

2023-04-10WMBBuy open JT Williams Companies, Inc.Buy

$1.00K–$15.0K

14d lagtraded 2023-03-27PTR ↗

2023-03-15ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

28d lagtraded 2023-02-15PTR ↗

2023-03-15—Dividend Reinvestment JT Magellan Midstream Partners L.P. Limited PartnershipBuy

$1.00K–$15.0K

29d lagtraded 2023-02-14PTR ↗

2023-03-15OKEDividend Reinvestment JT ONEOK, Inc.Buy

$1.00K–$15.0K

29d lagtraded 2023-02-14PTR ↗

2023-03-15—Dividend Reinvestment JT Pioneer Natural Resources CompanySell

$1.00M–$5.00M

42d lagtraded 2023-02-01PTR ↗

2023-03-15TXNSell to Close JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

29d lagtraded 2023-02-14PTR ↗

2023-03-15—JT UNITED STATES TREAS BILLS 3/21/2023Buy

$1.00M–$5.00M

21d lagtraded 2023-02-22PTR ↗

2023-02-14ACNJT Accenture plc Class A Ordinary SharesSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14ADBESell to close. JT Adobe Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14AMZNSell to close. JT Amazon.com, Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14AMTSell to close. JT American Tower CorporationSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14BLKSell to close. JT BlackRock, Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14BASell to close. JT Boeing CompanySell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14CBSell to close. JT Chubb LimitedSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14KOSell to close. JT Coca-Cola CompanySell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14CMCSASell to close. JT Comcast Corporation - Class ASell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14COSTSell to close. JT Costco Wholesale CorporationSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14DHRSell to close. JT Danaher CorporationSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14DGSell to close. JT Dollar General CorporationSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14ECLSell to close. JT Ecolab Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14—Sell to close. JT Exact Sciences CorporationSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14—Sell to close. JT FEDERAL FARM CREDIT 11/18/2024Buy

$100K–$250K

15d lagtraded 2023-01-30PTR ↗

2023-02-14—Buy open JT FEDL HOME LN MTG CRP 11/6/2023Buy

$100K–$250K

15d lagtraded 2023-01-30PTR ↗

2023-02-14—Buy Open JT FS Energy & Power Fund CommonBuy

$1.00K–$15.0K

28d lagtraded 2023-01-17PTR ↗

2023-02-14HDDividend Reinvestment JT Home Depot, Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14HONSell to close. JT Honeywell International Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14ICLRSell to close. JT ICON plc - Ordinary SharesSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14—Sell to close. JT Inland Real Estate Income TrustBuy

$1.00K–$15.0K

36d lagtraded 2023-01-09PTR ↗

2023-02-14INTCJT Intel CorporationSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14ICESell to close. JT Intercontinental Exchange Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14JNJSell to close. JT Johnson & JohnsonSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14JPMSell to close. JT JP Morgan Chase & Co.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14JPMSell to close. JT JP Morgan Chase & Co.Buy

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14LINDividend Reinvestment JT Linde plc Ordinary ShareSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14LMTSell to close. JT Lockheed Martin CorporationSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14LOWSell to close. JT Lowe's Companies, Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14MDTJT Medtronic plc. Ordinary SharesSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14MSFTSell to close. JT Microsoft CorporationSell

$15.0K–$50.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14MSFTSell to close. JT Microsoft CorporationSell

$1.00M–$5.00M

41d lagtraded 2023-01-04PTR ↗

2023-02-14MDLZSell Close JT Mondelez International, Inc. - Class ASell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14NEESell to close. JT NextEra Energy, Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14NVSSell to close. JT Novartis AGSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14ORLYSell to close. JT O'Reilly Automotive, Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14PHSell to close. JT Parker-Hannifin CorporationSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14PSXJT Phillips 66Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14PGSell to close. JT Procter & Gamble CompanySell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14RTXSell to close. JT Raytheon Technologies CorporationSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14RSGSell to close. JT Republic Services, Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14ROKSell to close. JT Rockwell Automation, Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14CRMSell to close. JT Salesforce, Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14TXNSell to close. JT Texas Instruments IncorporatedSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14TMOSell to close. JT Thermo Fisher Scientific IncSell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14TJXJT TJX Companies, Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14—Sell to close. JT UNITED STATES TREAS BILLS 7/20/2023Buy

$50.0K–$100K

15d lagtraded 2023-01-30PTR ↗

2023-02-14VBuy Open JT Visa Inc.Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-01-13DVNJT Devon Energy CorporationBuy

$15.0K–$50.0K

14d lagtraded 2022-12-30PTR ↗

2023-01-13ADBEJT Adobe Inc.Sell

$250K–$500K

25d lagtraded 2022-12-19PTR ↗

2023-01-13ARCBClosed position JT ArcBest CorporationSell

$50.0K–$100K

25d lagtraded 2022-12-19PTR ↗

2023-01-13—Closed position JT Ball CorporationSell

$50.0K–$100K

25d lagtraded 2022-12-19PTR ↗

2023-01-13CCLDClosed position JT CareCloud, Inc.Sell

$1.00K–$15.0K

25d lagtraded 2022-12-19PTR ↗

2023-01-13DVNclosed position JT Devon Energy CorporationBuy

$1.00K–$15.0K

14d lagtraded 2022-12-30PTR ↗

2023-01-13ECLDividend Reinvestment JT Ecolab Inc.Sell

$15.0K–$50.0K

25d lagtraded 2022-12-19PTR ↗

2023-01-13EMRClosed position JT Emerson Electric CompanyBuy

$1.00K–$15.0K

35d lagtraded 2022-12-09PTR ↗

2023-01-13—Dividend Reinvestment JT Exact Sciences CorporationSell

$50.0K–$100K

25d lagtraded 2022-12-19PTR ↗

2023-01-13XOMClosed position JT Exxon Mobil CorporationBuy

$1.00K–$15.0K

35d lagtraded 2022-12-09PTR ↗

2023-01-13HLTDividend Reinvestment JT Hilton Worldwide Holdings Inc.Sell

$50.0K–$100K

25d lagtraded 2022-12-19PTR ↗

2023-01-13HDClosed position JT Home Depot, Inc.Buy

$1.00K–$15.0K

29d lagtraded 2022-12-15PTR ↗

2023-01-13INTCDividend Reinvestment JT Intel CorporationBuy

$1.00K–$15.0K

43d lagtraded 2022-12-01PTR ↗

2023-01-13JNJJT Johnson & JohnsonBuy

$1.00K–$15.0K

38d lagtraded 2022-12-06PTR ↗

2023-01-13LMTDividend Reinvestment JT Lockheed Martin CorporationBuy

$1.00K–$15.0K

14d lagtraded 2022-12-30PTR ↗

2023-01-13MASIDividend Reinvestment JT Masimo CorporationSell

$50.0K–$100K

25d lagtraded 2022-12-19PTR ↗

2023-01-13MSFTClosed position JT Microsoft CorporationBuy

$1.00K–$15.0K

36d lagtraded 2022-12-08PTR ↗

2023-01-13NEEDividend Reinvestment JT NextEra Energy, Inc.Buy

$1.00K–$15.0K

29d lagtraded 2022-12-15PTR ↗

2023-01-13—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$1.00K–$15.0K

29d lagtraded 2022-12-15PTR ↗

2023-01-13—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$15.0K–$50.0K

29d lagtraded 2022-12-15PTR ↗

2023-01-13—Dividend Reinvestment JT Raytheon CompanyBuy

$1.00K–$15.0K

29d lagtraded 2022-12-15PTR ↗

2023-01-13ROKJT Rockwell Automation, Inc.Buy

$1.00K–$15.0K

32d lagtraded 2022-12-12PTR ↗

2023-01-13UNHDividend Reinvestment JT UnitedHealth Group Incorporated Common StockBuy

$1.00K–$15.0K

31d lagtraded 2022-12-13PTR ↗

2023-01-13WMBDividend Reinvestment JT Williams Companies, Inc.Buy

$1.00K–$15.0K

18d lagtraded 2022-12-26PTR ↗

2023-01-13WYNNDividend Reinvestment JT Wynn Resorts, LimitedSell

$15.0K–$50.0K

25d lagtraded 2022-12-19PTR ↗

2022-12-08ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

23d lagtraded 2022-11-15PTR ↗

2022-12-08AMPDividend Reinvestment JT Ameriprise Financial, Inc.Sell

$1.00K–$15.0K

17d lagtraded 2022-11-21PTR ↗

2022-12-08CRsell to close position JT Crane Holdings, Co.Sell

$1.00K–$15.0K

17d lagtraded 2022-11-21PTR ↗

2022-12-08—sell to close position JT Magellan Midstream Partners L.P. Limited PartnershipBuy

$1.00K–$15.0K

24d lagtraded 2022-11-14PTR ↗

2022-12-08—Reinvestment of ROC JT Marsh & McLennan Companies, Inc.Sell

$1.00K–$15.0K

17d lagtraded 2022-11-21PTR ↗

2022-12-08OKEsell to close position JT ONEOK, Inc.Buy

$1.00K–$15.0K

24d lagtraded 2022-11-14PTR ↗

2022-12-08SHWDividend Reinvestment JT Sherwin-Williams CompanySell

$1.00K–$15.0K

17d lagtraded 2022-11-21PTR ↗

2022-12-08TXNsell to close position JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

23d lagtraded 2022-11-15PTR ↗

2022-12-08VFCDividend Reinvestment JT V.F. CorporationSell

$1.00K–$15.0K

17d lagtraded 2022-11-21PTR ↗

2022-11-09—JT FS Energy & Power Fund CommonBuy

$1.00K–$15.0K

21d lagtraded 2022-10-19PTR ↗

2022-11-09—Dividend Reinvestment JT Inland Real Estate Income TrustBuy

$1.00K–$15.0K

33d lagtraded 2022-10-07PTR ↗

2022-11-09JPMDividend Reinvestment JT JP Morgan Chase & Co.Buy

$1.00K–$15.0K

9d lagtraded 2022-10-31PTR ↗

2022-11-09JEPIDividend Reinvestment JT JPMorgan Equity Premium Income ETFBuy

$1.00K–$15.0K

34d lagtraded 2022-10-06PTR ↗

2022-10-10DVNJT Devon Energy CorporationBuy

$1.00K–$15.0K

10d lagtraded 2022-09-30PTR ↗

2022-10-10DVNDividend Reinvestment JT Devon Energy CorporationBuy

$15.0K–$50.0K

10d lagtraded 2022-09-30PTR ↗

2022-10-10EMRDividend Reinvestment JT Emerson Electric CompanyBuy

$1.00K–$15.0K

31d lagtraded 2022-09-09PTR ↗

2022-10-10XOMDividend Reinvestment JT Exxon Mobil CorporationBuy

$1.00K–$15.0K

31d lagtraded 2022-09-09PTR ↗

2022-10-10HDDividend Reinvestment JT Home Depot, Inc.Buy

$1.00K–$15.0K

25d lagtraded 2022-09-15PTR ↗

2022-10-10—Dividend Reinvestment JT iShares Core Dividend Growth ETFBuy

$1.00K–$15.0K

10d lagtraded 2022-09-30PTR ↗

2022-10-10DGRODividend Reinvestment JT iShares Core Dividend Growth ETFBuy

$1.00K–$15.0K

10d lagtraded 2022-09-30PTR ↗

2022-10-10JEPIDividend Reinvestment JT JPMorgan Equity Premium Income ETFBuy

$1.00K–$15.0K

33d lagtraded 2022-09-07PTR ↗

2022-10-10NEEDividend Reinvestment JT NextEra Energy, Inc.Buy

$1.00K–$15.0K

25d lagtraded 2022-09-15PTR ↗

2022-10-10—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$15.0K–$50.0K

24d lagtraded 2022-09-16PTR ↗

2022-10-10—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$1.00K–$15.0K

24d lagtraded 2022-09-16PTR ↗

2022-10-10ROKDividend Reinvestment JT Rockwell Automation, Inc.Buy

$1.00K–$15.0K

28d lagtraded 2022-09-12PTR ↗

2022-10-10UNHDividend Reinvestment JT UnitedHealth Group Incorporated Common StockBuy

$1.00K–$15.0K

20d lagtraded 2022-09-20PTR ↗

2022-10-10WMBJT Williams Companies, Inc.Buy

$1.00K–$15.0K

14d lagtraded 2022-09-26PTR ↗

2022-09-15ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

31d lagtraded 2022-08-15PTR ↗

2022-09-15ASMLDividend Reinvestment JT ASML Holding N.V. - New York Registry SharesBuy

$50.0K–$100K

21d lagtraded 2022-08-25PTR ↗

2022-09-15CDNSHern Family Foundation JT Cadence Design Systems, Inc.Buy

$15.0K–$50.0K

28d lagtraded 2022-08-18PTR ↗

2022-09-15—Hern Family Foundation JT Coterra Energy Inc.Buy

$15.0K–$50.0K

29d lagtraded 2022-08-17PTR ↗

2022-09-15—Hern Family Foundation JT Magellan Midstream Partners L.P. Limited PartnershipBuy

$1.00K–$15.0K

34d lagtraded 2022-08-12PTR ↗

2022-09-15OKEDividend Reinvestment JT ONEOK, Inc.Buy

$1.00K–$15.0K

31d lagtraded 2022-08-15PTR ↗

2022-09-15PTCBrokerage Investment Account JT PTC Inc.Buy

$15.0K–$50.0K

21d lagtraded 2022-08-25PTR ↗

2022-09-15TXNHern Family Foundation JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

30d lagtraded 2022-08-16PTR ↗

2022-08-15—JT CITIGROUP GLOBAL MKTS HLDGS IN SER A 07/27/2027MTNBuy

$250K–$500K

24d lagtraded 2022-07-22PTR ↗

2022-08-15—Buy Open CITI Medium Term Note JT FS Energy & Power Fund CommonBuy

$1.00K–$15.0K

33d lagtraded 2022-07-13PTR ↗

2022-08-15TIPDividend Reinvestment JT iShares TIPS Bond ETFBuy

$1.00K–$15.0K

38d lagtraded 2022-07-08PTR ↗

2022-08-15JPMDividend Reinvestment JT JP Morgan Chase & Co.Buy

$1.00K–$15.0K

15d lagtraded 2022-07-31PTR ↗

2022-07-15AGCOJT AGCO CorporationBuy

$1.00K–$15.0K

24d lagtraded 2022-06-21PTR ↗

2022-07-15—Dividend Reinvestment Cerner CorporationSell

$15.0K–$50.0K

35d lagtraded 2022-06-10PTR ↗

2022-07-15DVNCorporate Action - Cash Merger JT Devon Energy CorporationBuy

$1.00K–$15.0K

15d lagtraded 2022-06-30PTR ↗

2022-07-15DVNDividend Reinvestment JT Devon Energy CorporationBuy

$15.0K–$50.0K

15d lagtraded 2022-06-30PTR ↗

2022-07-15EMRDividend Reinvestment JT Emerson Electric CompanyBuy

$1.00K–$15.0K

35d lagtraded 2022-06-10PTR ↗

2022-07-15XOMJT Exxon Mobil CorporationBuy

$1.00K–$15.0K

35d lagtraded 2022-06-10PTR ↗

2022-07-15HDDividend Reinvestment JT Home Depot, Inc.Buy

$1.00K–$15.0K

29d lagtraded 2022-06-16PTR ↗

2022-07-15INTCDividend Reinvestment JT Intel CorporationBuy

$1.00K–$15.0K

44d lagtraded 2022-06-01PTR ↗

2022-07-15JNJDividend Reinvestment JT Johnson & JohnsonBuy

$1.00K–$15.0K

38d lagtraded 2022-06-07PTR ↗

2022-07-15LMTDividend Reinvestment JT Lockheed Martin CorporationBuy

$1.00K–$15.0K

21d lagtraded 2022-06-24PTR ↗

2022-07-15MSFTDividend Reinvestment JT Microsoft CorporationBuy

$1.00K–$15.0K

36d lagtraded 2022-06-09PTR ↗

2022-07-15NEEDividend Reinvestment JT NextEra Energy, Inc.Buy

$1.00K–$15.0K

30d lagtraded 2022-06-15PTR ↗

2022-07-15—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$15.0K–$50.0K

31d lagtraded 2022-06-14PTR ↗

2022-07-15—JT Pioneer Natural Resources CompanyBuy

$1.00K–$15.0K

31d lagtraded 2022-06-14PTR ↗

2022-07-15RTXDividend Reinvestment JT Raytheon Technologies CorporationBuy

$1.00K–$15.0K

29d lagtraded 2022-06-16PTR ↗

2022-07-15ROKDividend Reinvestment JT Rockwell Automation, Inc.Buy

$1.00K–$15.0K

35d lagtraded 2022-06-10PTR ↗

2022-07-15WMBDividend Reinvestment JT Williams Companies, Inc.Buy

$1.00K–$15.0K

18d lagtraded 2022-06-27PTR ↗

2022-06-14—JT ABB LtdBuy

$1.00K–$15.0K

34d lagtraded 2022-05-11PTR ↗

2022-06-14ACNDividend Reinvestment JT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

32d lagtraded 2022-05-13PTR ↗

2022-06-14—Dividend Reinvestment DC CareCloud, Inc.Sell

$1.00K–$15.0K

29d lagtraded 2022-05-16PTR ↗

2022-06-14—Sell to close DC Exact Sciences CorporationSell

$1.00K–$15.0K

29d lagtraded 2022-05-16PTR ↗

2022-06-14—Sell to close JT Magellan Midstream Partners L.P. Limited PartnershipBuy

$1.00K–$15.0K

32d lagtraded 2022-05-13PTR ↗

2022-06-14OKEDividend Reinvestment JT ONEOK, Inc.Buy

$1.00K–$15.0K

29d lagtraded 2022-05-16PTR ↗

2022-06-14TXNDividend Reinvestment JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

28d lagtraded 2022-05-17PTR ↗

2022-05-12AHCOJT AdaptHealth Corp.Sell

$50.0K–$100K

41d lagtraded 2022-04-01PTR ↗

2022-05-12AHCOSell Close DC AdaptHealth Corp.Sell

$1.00K–$15.0K

20d lagtraded 2022-04-22PTR ↗

2022-05-12—sell close JT BANK OF MONTREAL SER G MTNBuy

$500K–$1.00M

30d lagtraded 2022-04-12PTR ↗

2022-05-12—Buy Open JT FS ENERGY & POWER FUND COMMONBuy

$1.00K–$15.0K

28d lagtraded 2022-04-14PTR ↗

2022-05-12HONDividend Reinvestment JT Honeywell International Inc.Sell

$250K–$500K

34d lagtraded 2022-04-08PTR ↗

2022-05-12—JT Inland Real Estate Income Tr CommonBuy

$1.00K–$15.0K

35d lagtraded 2022-04-07PTR ↗

2022-05-12IQVDividend Reinvestment DC IQVIA Holdings, Inc.Sell

$1.00K–$15.0K

20d lagtraded 2022-04-22PTR ↗

2022-05-12JPMSell Close JT JP Morgan Chase & Co.Buy

$1.00K–$15.0K

12d lagtraded 2022-04-30PTR ↗

2022-05-12MDLZDividend Reinvestment JT Mondelez International, Inc. - Class ASell

$15.0K–$50.0K

30d lagtraded 2022-04-12PTR ↗

2022-04-12—JT CITIGROUP GLOBAL MKTS HLDGS MTN 03/23/2027Buy

$250K–$500K

25d lagtraded 2022-03-18PTR ↗

2022-04-12DVNBuy open JT Devon Energy CorporationBuy

$15.0K–$50.0K

12d lagtraded 2022-03-31PTR ↗

2022-04-12DVNDividend Reinvestment JT Devon Energy CorporationBuy

$1.00K–$15.0K

12d lagtraded 2022-03-31PTR ↗

2022-04-12EMRDividend Reinvestment JT Emerson Electric CompanyBuy

$1.00K–$15.0K

33d lagtraded 2022-03-10PTR ↗

2022-04-12XOMDividend Reinvestment JT Exxon Mobil CorporationBuy

$1.00K–$15.0K

33d lagtraded 2022-03-10PTR ↗

2022-04-12HDJT Home Depot, Inc.Buy

$1.00K–$15.0K

19d lagtraded 2022-03-24PTR ↗

2022-04-12HONDividend Reinvestment JT Honeywell International Inc.Buy

$1.00K–$15.0K

32d lagtraded 2022-03-11PTR ↗

2022-04-12INTCDividend Reinvestment JT Intel CorporationBuy

$1.00K–$15.0K

42d lagtraded 2022-03-01PTR ↗

2022-04-12JNJDividend Reinvestment JT Johnson & JohnsonBuy

$1.00K–$15.0K

35d lagtraded 2022-03-08PTR ↗

2022-04-12LMTDividend Reinvestment JT Lockheed Martin CorporationBuy

$1.00K–$15.0K

18d lagtraded 2022-03-25PTR ↗

2022-04-12MSFTDividend Reinvestment JT Microsoft CorporationBuy

$1.00K–$15.0K

33d lagtraded 2022-03-10PTR ↗

2022-04-12—Dividend Reinvestment JT MORGAN STANLEY FIN LLC SER A MTN 09/23/2025Sell

$250K–$500K

20d lagtraded 2022-03-23PTR ↗

2022-04-12NEEFull call by the issuer JT NextEra Energy, Inc.Buy

$1.00K–$15.0K

28d lagtraded 2022-03-15PTR ↗

2022-04-12—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$1.00K–$15.0K

29d lagtraded 2022-03-14PTR ↗

2022-04-12RTXDividend Reinvestment JT Raytheon Technologies CorporationBuy

$1.00K–$15.0K

19d lagtraded 2022-03-24PTR ↗

2022-04-12ROKDividend Reinvestment JT Rockwell Automation, Inc.Buy

$1.00K–$15.0K

33d lagtraded 2022-03-10PTR ↗

2022-04-12UNHDividend Reinvestment JT UnitedHealth Group Incorporated Common StockBuy

$1.00K–$15.0K

21d lagtraded 2022-03-22PTR ↗

2022-04-12WMBDividend Reinvestment JT Williams Companies, Inc.Buy

$1.00K–$15.0K

15d lagtraded 2022-03-28PTR ↗

2022-03-07ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

20d lagtraded 2022-02-15PTR ↗

2022-03-07—Dividend Reinvestment JT Magellan Midstream Partners L.P. Limited PartnershipBuy

$1.00K–$15.0K

21d lagtraded 2022-02-14PTR ↗

2022-03-07OKEReturn Of Capital Reinvestment JT ONEOK, Inc.Buy

$1.00K–$15.0K

21d lagtraded 2022-02-14PTR ↗

2022-03-07TXNDividend Reinvestment JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

28d lagtraded 2022-02-07PTR ↗

2022-02-02—JT BARCLAYS BANK PLC SER A MTN 01/22/2027Buy

$250K–$500K

14d lagtraded 2022-01-19PTR ↗

2022-02-02—Buy open Qty 400 JT FS ENERgY & POWER FUND COMMONBuy

$1.00K–$15.0K

14d lagtraded 2022-01-19PTR ↗

2022-02-02—Dividend Reinvestment JT Inland Real Estate Income Tr CommonBuy

$1.00K–$15.0K

26d lagtraded 2022-01-07PTR ↗

2022-02-02JPMDividend Reinvestment JT JP Morgan Chase & Co.Buy

$1.00K–$15.0K

2d lagtraded 2022-01-31PTR ↗

2022-02-02—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$1.00K–$15.0K

19d lagtraded 2022-01-14PTR ↗

2022-01-11—JT Asensus Surgical, Inc.Sell

$15.0K–$50.0K

22d lagtraded 2021-12-20PTR ↗

2022-01-11DVNsell to close JT Devon Energy CorporationBuy

$15.0K–$50.0K

12d lagtraded 2021-12-30PTR ↗

2022-01-11DVNDividend Reinvestment JT Devon Energy CorporationBuy

$1.00K–$15.0K

12d lagtraded 2021-12-30PTR ↗

2022-01-11EMRDividend reinvestment JT Emerson Electric CompanyBuy

$1.00K–$15.0K

32d lagtraded 2021-12-10PTR ↗

2022-01-11XOMDividend Reinvestment JT Exxon Mobil CorporationBuy

$1.00K–$15.0K

32d lagtraded 2021-12-10PTR ↗

2022-01-11HD20020202 -- 1 of 4 -- JT Home Depot, Inc.Buy

$1.00K–$15.0K

26d lagtraded 2021-12-16PTR ↗

2022-01-11HONDividend Reinvestment JT Honeywell International Inc.Buy

$1.00K–$15.0K

39d lagtraded 2021-12-03PTR ↗

2022-01-11JNJDividend Reinvestment JT Johnson & JohnsonBuy

$1.00K–$15.0K

35d lagtraded 2021-12-07PTR ↗

2022-01-11LMTDividend Reinvestment JT Lockheed Martin CorporationBuy

$1.00K–$15.0K

15d lagtraded 2021-12-27PTR ↗

2022-01-11MDTDividend Reinvestment JT Medtronic plc. Ordinary SharesSell

$100K–$250K

22d lagtraded 2021-12-20PTR ↗

2022-01-11MSFTSell to Close Position JT Microsoft CorporationBuy

$1.00K–$15.0K

33d lagtraded 2021-12-09PTR ↗

2022-01-11NEEDividend Reinvestment JT NextEra Energy, Inc.Buy

$1.00K–$15.0K

27d lagtraded 2021-12-15PTR ↗

2022-01-11—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$1.00K–$15.0K

28d lagtraded 2021-12-14PTR ↗

2022-01-11RTXDividend Reinvestment JT Raytheon Technologies CorporationBuy

$1.00K–$15.0K

26d lagtraded 2021-12-16PTR ↗

2022-01-11ROKDividend Reinvestment JT Rockwell Automation, Inc.Buy

$1.00K–$15.0K

32d lagtraded 2021-12-10PTR ↗

2022-01-11UNHDividend Reinvestment JT UnitedHealth group Incorporated Common StockBuy

$1.00K–$15.0K

28d lagtraded 2021-12-14PTR ↗

2022-01-11VUZIDividend Reinvestment JT Vuzix CorporationSell

$50.0K–$100K

22d lagtraded 2021-12-20PTR ↗

2022-01-11WMBSell to Close Position JT Williams Companies, Inc.Buy

$1.00K–$15.0K

15d lagtraded 2021-12-27PTR ↗

2021-12-09—JT ABB LtdBuy

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09ACNBrokerage Investment Account JT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

13d lagtraded 2021-11-26PTR ↗

2021-12-09ARCBBrokerage Investment Account JT ArcBest CorporationBuy

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09—Brokerage Investment Account JT Ball CorporationBuy

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09CRBrokerage Investment Account JT Crane Co.Buy

$15.0K–$50.0K

13d lagtraded 2021-11-26PTR ↗

2021-12-09—Hern Family Foundation JT Duke Realty CorporationBuy

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09FDISBrokerage Investment Account JT Fidelity MSCI Consumer Discretionary Index ETFBuy

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09FTECHern Family Foundation JT Fidelity MSCI Information Technology Index ETFBuy

$100K–$250K

13d lagtraded 2021-11-26PTR ↗

2021-12-09FBNDHern Family Foundation JT Fidelity Total Bond ETFSell

$50.0K–$100K

23d lagtraded 2021-11-16PTR ↗

2021-12-09FSKKevin Hern Insurance Trust JT FS KKR Capital Corp.Sell

$100K–$250K

13d lagtraded 2021-11-26PTR ↗

2021-12-09HLTBrokerage Investment Account JT Hilton Worldwide Holdings Inc.Buy

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09INTCBrokerage Investment Account JT Intel CorporationBuy

$15.0K–$50.0K

13d lagtraded 2021-11-26PTR ↗

2021-12-09TIPBrokerage Investment Account JT iShares TIPS Bond ETFBuy

$1.00K–$15.0K

34d lagtraded 2021-11-05PTR ↗

2021-12-09—erage Investment Account JT Magellan Midstream Partners L.P. Limited PartnershipBuy

$1.00K–$15.0K

27d lagtraded 2021-11-12PTR ↗

2021-12-09OKEBrokerage Investment Account JT ONEOK, Inc.Buy

$1.00K–$15.0K

24d lagtraded 2021-11-15PTR ↗

2021-12-09PHBrokerage Investment Account JT Parker-Hannifin CorporationBuy

$15.0K–$50.0K

13d lagtraded 2021-11-26PTR ↗

2021-12-09PWRHern Family Foundation JT Quanta Services, Inc.Buy

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09TXNBrokerage Investment Account JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

24d lagtraded 2021-11-15PTR ↗

2021-12-09TJXBrokerage Investment Account JT TJX Companies, Inc.Buy

$15.0K–$50.0K

13d lagtraded 2021-11-26PTR ↗

2021-11-05CVXHern Family Foundation JT Chevron CorporationBuy

$50.0K–$100K

16d lagtraded 2021-10-20PTR ↗

2021-11-05FMATDividend Reinvest JT Fidelity MSCI Materials Index ETFBuy

$15.0K–$50.0K

16d lagtraded 2021-10-20PTR ↗

2021-11-05—Hern Family Foundation JT FS ENERgY & POWER FuND COMMONBuy

$1.00K–$15.0K

21d lagtraded 2021-10-15PTR ↗

2021-11-05—20019762 -- 1 of 3 -- JT FS KKR Capital CorpBuy

$1.00K–$15.0K

32d lagtraded 2021-10-04PTR ↗

2021-11-05ITWDividend Reinvest JT Illinois Tool Works Inc.Buy

$15.0K–$50.0K

16d lagtraded 2021-10-20PTR ↗

2021-11-05—Hern Family Foundation JT INlAND REAl ESTATE TRBuy

$1.00K–$15.0K

29d lagtraded 2021-10-07PTR ↗

2021-11-05TIPDividend Reinvest JT iShares TIPS bond ETFBuy

$1.00K–$15.0K

29d lagtraded 2021-10-07PTR ↗

2021-11-05JPMDividend Reinvest JT JP Morgan Chase & Co.Buy

$1.00K–$15.0K

7d lagtraded 2021-10-29PTR ↗

2021-11-05—Hern Family Foundation JT Pioneer Natural ResourcesBuy

$100K+

16d lagtraded 2021-10-20PTR ↗

2021-11-05—Hern Family Foundation JT Pioneer Natural Resources CompanyBuy

$1.00K–$15.0K

22d lagtraded 2021-10-14PTR ↗

2021-11-05VDividend Reinvest JT Visa Inc.Buy

$50.0K–$100K

16d lagtraded 2021-10-20PTR ↗

2021-10-07ACNJT Accenture plc Class A Ordinary SharesBuy

$100K–$250K

14d lagtraded 2021-09-23PTR ↗

2021-10-07CDNSHern Family Revocable Trust JT Cadence Design Systems, Inc.Buy

$15.0K–$50.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07DVNDividend Reinvestment JT Devon Energy CorporationBuy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07EMR20019594 -- 1 of 5 -- JT Emerson Electric CompanyBuy

$1.00K–$15.0K

27d lagtraded 2021-09-10PTR ↗

2021-10-07XOMDividend Reinvestment JT Exxon Mobil CorporationBuy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07HDDividend Reinvestment JT Home Depot, Inc.Buy

$1.00K–$15.0K

21d lagtraded 2021-09-16PTR ↗

2021-10-07HONDividend Reinvestment JT Honeywell International Inc.Buy

$1.00K–$15.0K

34d lagtraded 2021-09-03PTR ↗

2021-10-07INTCHern Family Foundation JT Intel CorporationBuy

$50.0K–$100K

35d lagtraded 2021-09-02PTR ↗

2021-10-07IQVHern Family Foundation JT IQVIA Holdings, Inc.Buy

$15.0K–$50.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07—Dividend Reinvestment JT iShares Core Dividend growthBuy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07TIPDividend Reinvestment JT iShares TIPS bond ETFBuy

$1.00K–$15.0K

29d lagtraded 2021-09-08PTR ↗

2021-10-07JNJDividend Reinvestment JT Johnson & JohnsonBuy

$50.0K–$100K

35d lagtraded 2021-09-02PTR ↗

2021-10-07JNJHern Family Foundation JT Johnson & JohnsonBuy

$1.00K–$15.0K

30d lagtraded 2021-09-07PTR ↗

2021-10-07MDTDividend Reinvestment JT Medtronic plc. Ordinary SharesBuy

$100K–$250K

14d lagtraded 2021-09-23PTR ↗

2021-10-07MSFTHern Family Revocable Trust JT Microsoft CorporationBuy

$1.00K–$15.0K

28d lagtraded 2021-09-09PTR ↗

2021-10-07NEEDividend Reinvestment JT NextEra Energy, Inc.Buy

$1.00K–$15.0K

22d lagtraded 2021-09-15PTR ↗

2021-10-07—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$1.00K–$15.0K

20d lagtraded 2021-09-17PTR ↗

2021-10-07RTXHern Family Foundation JT Raytheon Technologies CorporationBuy

$50.0K–$100K

35d lagtraded 2021-09-02PTR ↗

2021-10-07RTXHern Family Foundation JT Raytheon Technologies CorporationBuy

$250K–$500K

14d lagtraded 2021-09-23PTR ↗

2021-10-07ROKHern Family Revocable Trust JT Rockwell Automation, Inc.Buy

$1.00K–$15.0K

27d lagtraded 2021-09-10PTR ↗

2021-10-07SPYDividend Reinvestment JT SPDR S&P 500Sell

$500K–$1.00M

17d lagtraded 2021-09-20PTR ↗

2021-09-15AMZNHern Family Foundation JT Amazon.com, Inc.Buy

$50.0K–$100K

filed 47d latetraded 2021-07-30PTR ↗

2021-09-15DHRDividend Reinvestment JT Danaher CorporationBuy

$50.0K–$100K

filed 76d latetraded 2021-07-01PTR ↗

2021-09-15DXCMHern Family Foundation JT DexCom, Inc.Buy

$100K–$250K

filed 76d latetraded 2021-07-01PTR ↗

2021-09-15ETVce Tax-Managed buy-Write Opportunities Fund Common Shares of beneficial InterestBuy

$15.0K–$50.0K

filed 76d latetraded 2021-07-01PTR ↗

2021-09-15EMRHern Family Revocable Trust JT Emerson Electric CompanyBuy

$50.0K–$100K

filed 76d latetraded 2021-07-01PTR ↗

2021-09-15FDRRHern Family Foundation JT Fidelity Dividend ETF for Rising RatesBuy

$50.0K–$100K

filed 47d latetraded 2021-07-30PTR ↗

2021-09-15—Hern Family Foundation JT FS ENERgY & POWER FuND COMMONBuy

$1.00K–$15.0K

filed 57d latetraded 2021-07-20PTR ↗

2021-09-15HDDividend Reinvestment JT Home Depot, Inc.Buy

$100K–$250K

filed 76d latetraded 2021-07-01PTR ↗

2021-09-15ITWHern Family Foundation JT Illinois Tool Works Inc.Buy

$50.0K–$100K

filed 76d latetraded 2021-07-01PTR ↗

2021-09-15TIPHern Family Foundation JT iShares TIPS bond ETFBuy

$1.00K–$15.0K

filed 69d latetraded 2021-07-08PTR ↗

2021-09-15TIPDividend Reinvestment JT iShares TIPS bond ETFBuy

$250K–$500K

filed 47d latetraded 2021-07-30PTR ↗

2021-09-15JPMHern Family Foundation JT JP Morgan Chase & Co.Buy

$1.00K–$15.0K

filed 46d latetraded 2021-07-31PTR ↗

2021-09-15JPMDividend Reinvestment JT JP Morgan Chase & Co.Buy

$50.0K–$100K

filed 76d latetraded 2021-07-01PTR ↗

2021-09-15JEPIHern Family Foundation JT JPMorgan Equity Premium Income ETFBuy

$100K–$250K

filed 47d latetraded 2021-07-30PTR ↗

2021-09-15MDTHern Family Foundation JT Medtronic plc. Ordinary SharesBuy

$15.0K–$50.0K

filed 76d latetraded 2021-07-01PTR ↗

2021-09-15MSFTHern Family Foundation JT Microsoft CorporationBuy

$100K–$250K

filed 56d latetraded 2021-07-21PTR ↗

2021-09-15NEEHern Family Foundation JT NextEra Energy, Inc.Buy

$50.0K–$100K

filed 47d latetraded 2021-07-30PTR ↗

2021-09-15—Hern Family Foundation JT NlAND REAl ESTATE INCOME TR I COMBuy

$1.00K–$15.0K

filed 51d latetraded 2021-07-26PTR ↗

2021-09-15—Dividend Reinvestment JT Pioneer Natural Resources CompanyBuy

$1.00K–$15.0K

filed 63d latetraded 2021-07-14PTR ↗

2021-09-15PTCDividend Reinvestment JT PTC Inc.Buy

$15.0K–$50.0K

filed 56d latetraded 2021-07-21PTR ↗

2021-09-15ROKHern Family Foundation JT Rockwell Automation, Inc.Buy

$50.0K–$100K

filed 56d latetraded 2021-07-21PTR ↗

2021-09-15SPYHern Family Foundation JT SPDR S&P 500Buy

$500K–$1.00M

filed 47d latetraded 2021-07-30PTR ↗

2021-09-15TROW-- 4 of 5 -- JT T. Rowe Price group, Inc.Buy

$1.00K–$15.0K

filed 70d latetraded 2021-07-07PTR ↗

2021-09-15TXNDividend Reinvestment JT Texas Instruments IncorporatedBuy

$100K–$250K

filed 56d latetraded 2021-07-21PTR ↗

2021-09-15TMOHern Family Foundation JT Thermo Fisher Scientific IncBuy

$50.0K–$100K

filed 56d latetraded 2021-07-21PTR ↗

2021-09-15ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

33d lagtraded 2021-08-13PTR ↗

2021-09-15AHCODividend Reinvestment JT AdaptHealth Corp.Buy

$100K–$250K

21d lagtraded 2021-08-25PTR ↗

2021-09-15—Hern Family Revocable Trust JT CITIgROuP glObAl MKTS HlDgS MTN 09/01/2026Buy

$250K–$500K

19d lagtraded 2021-08-27PTR ↗

2021-09-15COST20019490 -- 1 of 3 -- JT Costco Wholesale CorporationBuy

$250K–$500K

21d lagtraded 2021-08-25PTR ↗

2021-09-15TIPDividend Reinvestment JT iShares TIPS bond ETFBuy

$1.00K–$15.0K

40d lagtraded 2021-08-06PTR ↗

2021-09-15—n Family Revocable Trust JT Magellan Midstream Partners l.P. limited PartnershipBuy

$1.00K–$15.0K

33d lagtraded 2021-08-13PTR ↗

2021-09-15—Reinvestment of Return of Capital JT Marsh & Mclennan Companies, Inc.Buy

$100K–$250K

30d lagtraded 2021-08-16PTR ↗

2021-09-15OKEHern Family Revocable Trust JT ONEOK, Inc.Buy

$1.00K–$15.0K

30d lagtraded 2021-08-16PTR ↗

2021-09-15TXNDividend Reinvestment JT Texas Instruments IncorporatedBuy

$250K–$500K

21d lagtraded 2021-08-25PTR ↗

2021-09-15TXNHern Family Revocable Trust JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

37d lagtraded 2021-08-09PTR ↗

2021-07-30—2000060811 JT Industrrial Property Trust Inc Class ASell

$100K–$250K

filed 568d latetraded 2020-01-09PTR ↗

2021-07-14ACNJT Accenture plc Class A Ordinary SharesBuy

$100K–$250K

19d lagtraded 2021-06-25PTR ↗

2021-07-14—Hern Family Foundation JT Asensus Surgical, Inc.Buy

$100K–$250K

19d lagtraded 2021-06-25PTR ↗

2021-07-14DVNBrokerage Investment Account JT Devon Energy CorporationBuy

$1.00K–$15.0K

14d lagtraded 2021-06-30PTR ↗

2021-07-14XOMBrokerage Investment Account JT Exxon Mobil CorporationBuy

$1.00K–$15.0K

34d lagtraded 2021-06-10PTR ↗

2021-07-14HDBrokerage Investment Account JT Home Depot, Inc.Buy

$1.00K–$15.0K

27d lagtraded 2021-06-17PTR ↗

2021-07-14HONBrokerage Investment Account JT Honeywell International Inc.Buy

$50.0K–$100K

19d lagtraded 2021-06-25PTR ↗

2021-07-14JNJ20019089 -- 1 of 3 -- JT Johnson & JohnsonBuy

$250K–$500K

19d lagtraded 2021-06-25PTR ↗

2021-07-14JPMHern Family Revocable Trust JT JP Morgan Chase & Co.Buy

$250K–$500K

19d lagtraded 2021-06-25PTR ↗

2021-07-14LINBrokerage Investment Account JT Linde plc Ordinary ShareBuy

$100K–$250K

19d lagtraded 2021-06-25PTR ↗

2021-07-14MASIBrokerage Investment Account JT Masimo CorporationBuy

$100K–$250K

19d lagtraded 2021-06-25PTR ↗

2021-07-14MASIBrokerage Investment Account JT Masimo CorporationBuy

$15.0K–$50.0K

19d lagtraded 2021-06-25PTR ↗

2021-07-14MSFTHern Family Foundation JT Microsoft CorporationBuy

$250K–$500K

19d lagtraded 2021-06-25PTR ↗

2021-07-14MSFTBrokerage Investment Account JT Microsoft CorporationBuy

$100K–$250K

19d lagtraded 2021-06-25PTR ↗

2021-07-14MSFTBrokerage Investment Account JT Microsoft CorporationBuy

$1.00K–$15.0K

34d lagtraded 2021-06-10PTR ↗

2021-07-14NEEBrokerage Investment Account JT NextEra Energy, Inc.Buy

$1.00K–$15.0K

29d lagtraded 2021-06-15PTR ↗

2021-07-14PSX-- 2 of 3 -- JT Phillips 66Buy

$15.0K–$50.0K

19d lagtraded 2021-06-25PTR ↗

2021-07-14—Hern Family Foundation JT Pioneer Natural Resources CompanyBuy

$500K–$1.00M

35d lagtraded 2021-06-09PTR ↗

2021-07-14WMBBrokerage Investment Account JT Williams Companies, Inc.Buy

$1.00K–$15.0K

16d lagtraded 2021-06-28PTR ↗

2021-06-15ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

32d lagtraded 2021-05-14PTR ↗

2021-06-15AHCObuy DC AdaptHealth Corp. - Class ABuy

$1.00K–$15.0K

26d lagtraded 2021-05-20PTR ↗

2021-06-15ADBEbuy JT Adobe Inc.Buy

$250K–$500K

26d lagtraded 2021-05-20PTR ↗

2021-06-15BSXbuy open DC Boston Scientific CorporationBuy

$1.00K–$15.0K

26d lagtraded 2021-05-20PTR ↗

2021-06-15CDNSBuy open JT Cadence Design Systems, Inc.Buy

$100K–$250K

20d lagtraded 2021-05-26PTR ↗

2021-06-15—buy DC CareCloud, Inc.Buy

$1.00K–$15.0K

26d lagtraded 2021-05-20PTR ↗

2021-06-15—buy JT CareCloud, Inc.Buy

$15.0K–$50.0K

26d lagtraded 2021-05-20PTR ↗

2021-06-15EMRbuy JT Emerson Electric CompanyBuy

$250K–$500K

28d lagtraded 2021-05-18PTR ↗

2021-06-15—buy DC Exact Sciences CorporationBuy

$1.00K–$15.0K

26d lagtraded 2021-05-20PTR ↗

2021-06-15—buy JT Exact Sciences CorporationBuy

$50.0K–$100K

26d lagtraded 2021-05-20PTR ↗

2021-06-15FCXBuy JT Freeport-McMoRan, Inc.Buy

$100K–$250K

28d lagtraded 2021-05-18PTR ↗

2021-06-15HONbuy JT Honeywell International Inc.Buy

$250K–$500K

28d lagtraded 2021-05-18PTR ↗

2021-06-15ICLRbuy JT ICON plc - Ordinary SharesBuy

$100K+

28d lagtraded 2021-05-18PTR ↗

2021-06-15IQVBuy JT IQVIA Holdings, Inc.Buy

$100K–$250K

28d lagtraded 2021-05-18PTR ↗

2021-06-15IQVBuy DC IQVIA Holdings, Inc.Buy

$1.00K–$15.0K

26d lagtraded 2021-05-20PTR ↗

2021-06-15—Buy JT Magellan Midstream Partners L.P. Limited PartnershipBuy

$1.00K–$15.0K

32d lagtraded 2021-05-14PTR ↗

2021-06-15NEEReinvest ROC JT NextEra Energy, Inc.Buy

$250K–$500K

28d lagtraded 2021-05-18PTR ↗

2021-06-15OKEBuy JT ONEOK, Inc.Buy

$1.00K–$15.0K

20d lagtraded 2021-05-26PTR ↗

2021-06-15ORLY-- 4 of 6 -- JT O'Reilly Automotive, Inc.Buy

$100K–$250K

28d lagtraded 2021-05-18PTR ↗

2021-06-15PRGSBuy JT Progress Software CorporationBuy

$50.0K–$100K

20d lagtraded 2021-05-26PTR ↗

2021-06-15PTCBuy JT PTC Inc.Buy

$50.0K–$100K

20d lagtraded 2021-05-26PTR ↗

2021-06-15ROKBuy JT Rockwell Automation, Inc.Buy

$250K–$500K

28d lagtraded 2021-05-18PTR ↗

2021-06-15TXNbuy JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

29d lagtraded 2021-05-17PTR ↗

2021-06-15VUZIDividend Reinvestment JT Vuzix CorporationBuy

$15.0K–$50.0K

28d lagtraded 2021-05-18PTR ↗

2021-06-15VUZIBuy DC Vuzix CorporationBuy

$1.00K–$15.0K

26d lagtraded 2021-05-20PTR ↗

2021-05-17—JT FS ENERgY & POWER FUND COMMONBuy

$1.00K–$15.0K

28d lagtraded 2021-04-19PTR ↗

2021-05-17—Dividend Reinvestment JT FS KKR CAP CORP II COMBuy

$1.00K–$15.0K

45d lagtraded 2021-04-02PTR ↗

2021-05-17—Dividend Reinvestment JT JNL/Mellon U.S. Stock MKT IndexExch

$250K–$500K

24d lagtraded 2021-04-23PTR ↗

2021-05-17—& growth for JNL/Mellon U.S. Stock MKT Index JT JNL/Mellon U.S. Stock MKT IndexExch

$500K–$1.00M

24d lagtraded 2021-04-23PTR ↗

2021-05-17—lon U.S. Stock MKT Index JT MORgAN STANLEY FIN LLC SER A MTN 05/06/2026 ZERO CPNBuy

$1.00M–$5.00M

17d lagtraded 2021-04-30PTR ↗

2021-04-09DVNJT Devon Energy CorporationBuy

$1.00K–$15.0K

9d lagtraded 2021-03-31PTR ↗

2021-04-09XOMDividend Reinvestment JT Exxon Mobil CorporationBuy

$1.00K–$15.0K

30d lagtraded 2021-03-10PTR ↗

2021-04-09HDDividend Reinvestment JT Home Depot, Inc.Buy

$1.00K–$15.0K

15d lagtraded 2021-03-25PTR ↗

2021-04-09MSFTDividend Reinvestment JT Microsoft CorporationBuy

$1.00K–$15.0K

29d lagtraded 2021-03-11PTR ↗

2021-04-09WMBDividend Reinvestment JT Williams Companies, Inc.Buy

$1.00K–$15.0K

11d lagtraded 2021-03-29PTR ↗

2021-03-15ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

31d lagtraded 2021-02-12PTR ↗

2021-03-15—Dividend Reinvestment JT Magellan Midstream Partners L.P. Limited PartnershipBuy

$1.00K–$15.0K

31d lagtraded 2021-02-12PTR ↗

2021-03-15OKEDividend Reinvestment JT ONEOK, Inc.Buy

$1.00K–$15.0K

31d lagtraded 2021-02-12PTR ↗

2021-03-15TXNDividend Reinvestment JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

35d lagtraded 2021-02-08PTR ↗

2021-02-17AIOAllianzgI Artificial Intelligence & Technology Opportunities Fund Common SharesBuy

$1.00K–$15.0K

37d lagtraded 2021-01-11PTR ↗

2021-02-17—Dividend Reinvestment JT FS Energy & Power FundBuy

$1.00K–$15.0K

43d lagtraded 2021-01-05PTR ↗

2021-02-17—Dividend Reinvestment JT FS KKR Capital Corp. IIBuy

$1.00K–$15.0K

37d lagtraded 2021-01-11PTR ↗

2021-01-15XOMJT Exxon Mobil CorporationBuy

$1.00K–$15.0K

36d lagtraded 2020-12-10PTR ↗

2021-01-15HDDividend Reinvestment JT Home Depot, Inc.Buy

$1.00K–$15.0K

29d lagtraded 2020-12-17PTR ↗

2021-01-15MSFTDividend Reinvestment JT Microsoft CorporationBuy

$1.00K–$15.0K

36d lagtraded 2020-12-10PTR ↗

2021-01-15WMBDividend Reinvestment JT Williams Companies, Inc.Buy

$1.00K–$15.0K

18d lagtraded 2020-12-28PTR ↗

2020-12-14ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

31d lagtraded 2020-11-13PTR ↗

2020-12-14BDXDividend Reinvestment JT Becton, Dickinson and CompanySell

$1.00K–$15.0K

25d lagtraded 2020-11-19PTR ↗

2020-12-14—vin Hern Insurance Trust JT Magellan Midstream Partners L.P. Limited PartnershipBuy

$1.00K–$15.0K

31d lagtraded 2020-11-13PTR ↗

2020-12-14—Reinvestment of ROC Distribution JT N1 LIQUIDATINg TRSell

$1.00K–$15.0K

41d lagtraded 2020-11-03PTR ↗

2020-12-14OKEasset liquidation and return of capital from N1 Liquidating Trust JT ONEOK, Inc.Buy

$1.00K–$15.0K

31d lagtraded 2020-11-13PTR ↗

2020-12-14SU20017853 -- 1 of 2 -- JT Suncor Energy Inc.Sell

$1.00K–$15.0K

25d lagtraded 2020-11-19PTR ↗

2020-12-14TXNKevin Hern Insurance Trust JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

28d lagtraded 2020-11-16PTR ↗

2020-11-14BAJT Boeing CompanyBuy

$1.00K–$15.0K

29d lagtraded 2020-10-16PTR ↗

2020-11-14—Hern Family Foundation JT Franklin Square Energy & Power fundBuy

$1.00K–$15.0K

31d lagtraded 2020-10-14PTR ↗

2020-11-14—Dividend Reinvestment JT FS KKR Capital Corp IIBuy

$1.00K–$15.0K

44d lagtraded 2020-10-01PTR ↗

2020-11-14ITWDividend Reinvestment JT Illinois Tool Works Inc.Buy

$1.00K–$15.0K

29d lagtraded 2020-10-16PTR ↗

2020-11-14JNJHern Family Foundation JT Johnson & JohnsonBuy

$1.00K–$15.0K

29d lagtraded 2020-10-16PTR ↗

2020-11-14—Hern Family Foundation JT Marsh & McLennan Companies, Inc.Buy

$1.00K–$15.0K

29d lagtraded 2020-10-16PTR ↗

2020-11-14MCDHern Family Foundation JT McDonald's CorporationBuy

$1.00K–$15.0K

29d lagtraded 2020-10-16PTR ↗

2020-11-14NEEHern Family Foundation JT NextEra Energy, Inc.Buy

$1.00K–$15.0K

29d lagtraded 2020-10-16PTR ↗

2020-10-15—JT BARCLAYS BANK PLC SER A MTNSell

$250K–$500K

44d lagtraded 2020-09-01PTR ↗

2020-10-15XOMFull Call of the MTN by Barclays JT Exxon Mobil CorporationBuy

$1.00K–$15.0K

35d lagtraded 2020-09-10PTR ↗

2020-10-15HDDividend Reinvestment JT Home Depot, Inc.Buy

$1.00K–$15.0K

28d lagtraded 2020-09-17PTR ↗

2020-10-15MSFTDividend Reinvestment JT Microsoft CorporationBuy

$1.00K–$15.0K

35d lagtraded 2020-09-10PTR ↗

2020-10-15—Dividend Reinvest JT MORgAN STANLEY FIN LLC SER A MTNBuy

$250K–$500K

27d lagtraded 2020-09-18PTR ↗

2020-10-15WMB20017527 -- 1 of 2 -- JT Williams Companies, Inc.Buy

$1.00K–$15.0K

17d lagtraded 2020-09-28PTR ↗

2020-09-15ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

32d lagtraded 2020-08-14PTR ↗

2020-09-15—Dividend Reinvesment JT Magellan Midstream Partners l.P. limited PartnershipBuy

$1.00K–$15.0K

32d lagtraded 2020-08-14PTR ↗

2020-09-15OKEdividend reinvestment JT ONEOK, Inc.Buy

$1.00K–$15.0K

32d lagtraded 2020-08-14PTR ↗

2020-09-15TXNdividend reinvestment JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

29d lagtraded 2020-08-17PTR ↗

2020-08-15ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15AMZNKevin Hern Insurance Trust JT Amazon.com, Inc.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15AMPKevin Hern Insurance Trust JT Ameriprise Financial, Inc.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15CARRKevin Hern Insurance Trust JT Carrier global CorporationSell

$1.00K–$15.0K

24d lagtraded 2020-07-22PTR ↗

2020-08-15KOKevin Hern Insurance Trust JT Coca-Cola CompanyBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15CMCSAKevin Hern Insurance Trust JT Comcast Corporation - Class ABuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15COSTKevin Hern Insurance Trust JT Costco Wholesale CorporationBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15CRKevin Hern Insurance Trust JT Crane Co.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15—Kevin Hern Insurance Trust JT Exact Sciences CorporationBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15XOMKevin Hern Insurance Trust JT Exxon Mobil CorporationSell

$1.00K–$15.0K

24d lagtraded 2020-07-22PTR ↗

2020-08-15—Hern Family Foundation JT gb EQ/Ab Dynamic Mod growthExch

$100K–$250K

38d lagtraded 2020-07-08PTR ↗

2020-08-15—ange into Jackson National EA variable annuity JT gb EQ/Moderate growth StrategyExch

$250K–$500K

38d lagtraded 2020-07-08PTR ↗

2020-08-15HD1035 exchange into Jackson National EA variable annuity JT Home Depot, Inc.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15HONKevin Hern Insurance Trust JT Honeywell International Inc.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15ICLRKevin Hern Insurance Trust JT ICON plc - Ordinary SharesBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15INTCKevin Hern Insurance Trust JT Intel CorporationBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15ICEKevin Hern Insurance Trust JT Intercontinental Exchange Inc.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15ICEKevin Hern Insurance Trust JT Intercontinental Exchange Inc.Sell

$1.00K–$15.0K

24d lagtraded 2020-07-22PTR ↗

2020-08-15—Hern Family Foundation JT JNL ISHARES TACTICAL gROWTHExch

$50.0K–$100K

37d lagtraded 2020-07-09PTR ↗

2020-08-15—1035 exchange from AXA variable annuity JT JNL/FIRST STATE gLObAL INFRASTRuCTuREExch

$15.0K–$50.0K

37d lagtraded 2020-07-09PTR ↗

2020-08-15—-- 3 of 8 -- JT JNL/FR TEMP gLbLMuLTIbONDExch

$15.0K–$50.0K

37d lagtraded 2020-07-09PTR ↗

2020-08-15—1035 exchange from AXA variable annuity JT JNL/gS DIVIDEND INC & gRExch

$50.0K–$100K

37d lagtraded 2020-07-09PTR ↗

2020-08-15—1035 exchange from AXA variable annuity JT JNL/JPMORgAN HEDgED EQuITYExch

$15.0K–$50.0K

37d lagtraded 2020-07-09PTR ↗

2020-08-15—1035 exchange from AXA variable annuity JT JNL/MC INFO TECH SECTORExch

$15.0K–$50.0K

37d lagtraded 2020-07-09PTR ↗

2020-08-15—1035 exchange from AXA variable annuity JT JNL/MELLON EQuITY INCOMEExch

$50.0K–$100K

37d lagtraded 2020-07-09PTR ↗

2020-08-15—1035 exchange from AXA variable annuity JT JNL/MELLON NASDAQ 100 INDEXExch

$50.0K–$100K

37d lagtraded 2020-07-09PTR ↗

2020-08-15—1035 exchange from AXA variable annuity JT JNL/MELLON S&P 400 MIDCAP INDEXExch

$50.0K–$100K

37d lagtraded 2020-07-09PTR ↗

2020-08-15—035 exchange from AXA variable annuity JT JNL/PIMCO INVESTMENT gRADE CREDIT bONDExch

$15.0K–$50.0K

37d lagtraded 2020-07-09PTR ↗

2020-08-15JNJ1035 exchange from AXA variable annuity JT Johnson & JohnsonBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15JPMKevin Hern Insurance Trust JT JP Morgan Chase & Co.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15LMTKevin Hern Insurance Trust JT Lockheed Martin CorporationBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15LOWKevin Hern Insurance Trust JT Lowe's Companies, Inc.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15—Kevin Hern Insurance Trust JT Marsh & McLennan Companies, Inc.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15MDTKevin Hern Insurance Trust JT Medtronic plc. Ordinary SharesBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15MSFTKevin Hern Insurance Trust JT Microsoft CorporationBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15MDLZKevin Hern Insurance Trust JT Mondelez International, Inc. - Class ABuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15NEEKevin Hern Insurance Trust JT NextEra Energy, Inc.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15NVSKevin Hern Insurance Trust JT Novartis AgBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15ORLYKevin Hern Insurance Trust JT O'Reilly Automotive, Inc.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15OTISKevin Hern Insurance Trust JT Otis Worldwide CorporationSell

$1.00K–$15.0K

24d lagtraded 2020-07-22PTR ↗

2020-08-15PHHern Family Foundation JT Parker-Hannifin CorporationBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15PSXKevin Hern Insurance Trust JT Phillips 66Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15RTXKevin Hern Insurance Trust JT Raytheon Technologies CorporationBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15ROKKevin Hern Insurance Trust JT Rockwell Automation, Inc.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15CRMKevin Hern Insurance Trust JT Salesforce.com IncBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15SHWKevin Hern Insurance Trust JT Sherwin-Williams CompanyBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15TXNKevin Hern Insurance Trust JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15TJXKevin Hern Insurance Trust JT TJX Companies, Inc.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15VFCKevin Hern Insurance Trust JT V.F. CorporationBuy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15VKevin Hern Insurance Trust JT Visa Inc.Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-07-20—JT AST ACADEMIC STRATEgIES ASSET AllOC PORTExch

$250K–$500K

41d lagtraded 2020-06-09PTR ↗

2020-07-20—ntial VA and 1035 exchange to Jackson VA JT AST BlACKROCK glOBAl STRATEgIES PORTExch

$250K–$500K

41d lagtraded 2020-06-09PTR ↗

2020-07-20—VA and 1035 Exchange into Jackson National VA JT AST gOlDMAN SACHS MulTI- ASSETExch

$250K–$500K

41d lagtraded 2020-06-09PTR ↗

2020-07-20—A and 1035 exchange into Jackson National VA JT AST PRuDENTIAl gROWTH AllOCATIONExch

$250K–$500K

41d lagtraded 2020-06-09PTR ↗

2020-07-20XOMdential VA and 1035 exchange into Jackson National VA JT Exxon Mobil CorporationBuy

$1.00K–$15.0K

40d lagtraded 2020-06-10PTR ↗

2020-07-20—20016983 -- 1 of 3 -- JT JNl ISHARES TACTICAl gROWTHBuy

$100K–$250K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/FIRST STATE glOBAl INFRASTRuCTuREBuy

$50.0K–$100K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/FRANKlIN TEMP glBlMulTIBONDBuy

$50.0K–$100K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/gS DIVIDEND INC & gRBuy

$100K–$250K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/JPMORgAN HEDgED EQuITYBuy

$50.0K–$100K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/MC INFO TECH SECTORBuy

$50.0K–$100K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/MEllON EQuITY INCOMEBuy

$100K–$250K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/MEllON NASDAQ 100 INDEXBuy

$100K–$250K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/MEllON S&P 400 MIDCAP INDEXBuy

$100K–$250K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/PIMCO INVESTMENT gRADE CREDIT BONDBuy

$50.0K–$100K

39d lagtraded 2020-06-11PTR ↗

2020-07-20MSFTFrom Prudential 1035 exchange JT Microsoft CorporationBuy

$1.00K–$15.0K

39d lagtraded 2020-06-11PTR ↗

2020-07-20WMBDividend Reinvestment JT Williams Companies, Inc.Buy

$1.00K–$15.0K

21d lagtraded 2020-06-29PTR ↗

2020-06-16ACNJT Accenture plc Class A Ordinary SharesBuy

$1.00K–$15.0K

32d lagtraded 2020-05-15PTR ↗

2020-06-16—Dividend Reinvestment JT Magellan Midstream Partners l.P. limited PartnershipBuy

$1.00K–$15.0K

32d lagtraded 2020-05-15PTR ↗

2020-06-16OKEreinvestment of distribution JT ONEOK, Inc.Buy

$1.00K–$15.0K

33d lagtraded 2020-05-14PTR ↗

2020-06-16TXNDividiend Reinvestment JT Texas Instruments IncorporatedBuy

$1.00K–$15.0K

29d lagtraded 2020-05-18PTR ↗

2020-05-15—placed FAMCo flex core with JPMorgan Hedged Equity JT JNL/JPMorgan Hedged EquityBuy

$50.0K–$100K

filed 81d latetraded 2020-02-24PTR ↗

2020-05-15—JPM Hedged Eq replaced FAMCo Flex Core JT JNL/JPMorgan Hedged EquityBuy

$50.0K–$100K

21d lagtraded 2020-04-24PTR ↗

2019-09-16—New Purchase JT JNl / Franklin Templeton global bondBuy

$50.0K–$100K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl FAMCO Flec Core Coverd CallBuy

$50.0K–$100K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl ishares Tactical growthBuy

$100K–$250K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl s&P Dividend Income and growthBuy

$100K–$250K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl/Firststate global InfrastructureBuy

$50.0K–$100K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl/Mellon Equity IncomeBuy

$100K–$250K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl/Mellon Information Technoloty sectorBuy

$50.0K–$100K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl/Mellon Nasdaq 100Buy

$100K–$250K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl/Mellon s&P 400 MidCap 400 indexBuy

$100K–$250K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl/PIMCO Investment grade bond fundBuy

$50.0K–$100K

25d lagtraded 2019-08-22PTR ↗

2019-04-11—Hern Family Revocable Trust JT Fs Energy & Power FundBuy

$1.00K–$15.0K

38d lagtraded 2019-03-04PTR ↗

2019-04-11—Hern Family Revocable Trust JT Fs Investment Corp II ComBuy

$1.00K–$15.0K

38d lagtraded 2019-03-04PTR ↗

2019-03-12—Hern Family Revocable Trust JT Fs Energy & Power Fund CommonBuy

$1.00K–$15.0K

35d lagtraded 2019-02-05PTR ↗

2019-03-12—Hern Family Revocable Trust JT Fs Investment Corp II ComBuy

$1.00K–$15.0K

35d lagtraded 2019-02-05PTR ↗

2019-02-15—InterestBuy

$1.00K–$15.0K

36d lagtraded 2019-01-10PTR ↗

2019-02-15—InterestBuy

$1.00K–$15.0K

43d lagtraded 2019-01-03PTR ↗

2019-02-15—Hern Family Revocable Trust JT JNL ishares Tactical growthBuy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-02-15—chased shares of JNL ishares Tactical growth JT JNL/FAMCO Flex Core Covered CallBuy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-02-15—res of JNL/FAMCO Flex Core Covered Call JT JNL/First state global InfrastructureBuy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-02-15—ate global Infrastructure fund JT JNL/Franklin Templeton global Multisector BondBuy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-02-15—global Multisector Bond fund JT JNL/Mellon Capital Information Technology sectorBuy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-02-15—100 IndexBuy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-02-15—100 Index fund JT JNL/Mellon Capital s&P 400 MidCap IndexBuy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-02-15—n Capital s&P 400 MidCap Index fund JT JNL/PIMCO Investment grade Corporate BondBuy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-02-15—of JNL/PIMCO Investment grade Corporate Bond JT JNL/s&P Dividend Income & growthBuy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-02-15—-- 2 of 3 -- JT JNL/The Boston Company Equity IncomeBuy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-01-15—InterestBuy

$1.00K–$15.0K

12d lagtraded 2019-01-03PTR ↗

2019-01-15—vestments 201 Rouse Boulevard Philadelphia, Pa 19112 JT Fs ENERgY aND PoWER FUNDBuy

$1.00K–$15.0K

42d lagtraded 2018-12-04PTR ↗

2019-01-15—estments 201 Rouse Boulevard Philadelphia, Pa 19112 JT Fs INVEsTMENT CoRPoRaTIoNBuy

$1.00K–$15.0K

42d lagtraded 2018-12-04PTR ↗

2019-01-15—InterestBuy

$1.00K–$15.0K

13d lagtraded 2019-01-02PTR ↗

How we built this

Holdings come from Kevin Hern's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).