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%

FV $72.00 · Jul '26Hold

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 $345.00 · Jul '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 $85.00 · Jul '26Hold

SWVXX

$515K–$1.05M1%

No call

COST

$501K–$1.01M1%

FV $900.00 · Jul '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 $168.00 · 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 $285.00 · Jul '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 $88.00 · Jul '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 · Jul '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 $54.00 · Jul '26Buy

GLENMEDE SECURED OPTIONS PORTFOLIO Inon-equity

$15.0K–$50.0K0%

IVZ

$15.0K–$50.0K0%

FV $32.00 · Jul '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 ↗

2026-06-02DVNBuyCoterra 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 CPN▼ Sell

$1.00M–$5.00M

27d lagtraded 2026-05-06PTR ↗

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

$250K–$500K

6d lagtraded 2026-04-29PTR ↗

2026-04-03ACNBuyJT Accenture plc Class A Ordinary Shares▼ Sell

$250K–$500K

18d lagtraded 2026-03-16PTR ↗

2026-04-03BDXHoldHern Family Revocable Trust JT Becton, Dickinson and Company Common Stock▼ Sell

$15.0K–$50.0K

17d lagtraded 2026-03-17PTR ↗

2026-04-03MUAHern Family Revocable Trust JT Blackrock MuniAssets Fund, Inc Common Stock▼ Sell

$50.0K–$100K

17d lagtraded 2026-03-17PTR ↗

2026-04-03KVUEHoldHern Family Revocable Trust JT Kenvue Inc. Common Stock▼ Sell

$15.0K–$50.0K

17d lagtraded 2026-03-17PTR ↗

2026-04-03MDTBuyHern Family Revocable Trust JT Medtronic plc. Ordinary Shares▼ Sell

$15.0K–$50.0K

14d lagtraded 2026-03-20PTR ↗

2026-04-03PRGSHern Family Revocable Trust JT Progress Software Corporation - Common Stock▼ Sell

$50.0K–$100K

18d lagtraded 2026-03-16PTR ↗

2026-04-03PLDHoldHern Family Revocable Trust JT Prologis, Inc. Common Stock▼ Sell

$50.0K–$100K

14d lagtraded 2026-03-20PTR ↗

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

$500K–$1.00M

16d lagtraded 2026-03-18PTR ↗

2026-04-03TROWHoldHern Family Revocable Trust JT T. Rowe Price Group, Inc. - Common Stock▼ Sell

$15.0K–$50.0K

14d lagtraded 2026-03-20PTR ↗

2026-04-03TXNHoldJT Texas Instruments Incorporated - Common Stock▼ Sell

$500K–$1.00M

16d lagtraded 2026-03-18PTR ↗

2026-04-03CTSHBuycable Trust JT Cognizant Technology Solutions Corporation - Class A Common Stock▼ Sell

$15.0K–$50.0K

17d lagtraded 2026-03-17PTR ↗

2026-04-03CMCSAHern Family Revocable Trust JT Comcast Corporation - Class A Common Stock▼ Sell

$15.0K–$50.0K

17d lagtraded 2026-03-17PTR ↗

2026-04-03—Hern Family Revocable Trust DC Exact Sciences Corporation - Common Stock▼ Sell

$1.00K–$15.0K

10d lagtraded 2026-03-24PTR ↗

2026-04-03ICLRJT ICON plc - Ordinary Shares▼ Sell

$100K–$250K

29d lagtraded 2026-03-05PTR ↗

2026-04-03IVZHoldHern Family Revocable Trust JT Invesco Ltd Common Stock▼ Sell

$15.0K–$50.0K

17d lagtraded 2026-03-17PTR ↗

2026-04-03IQVHoldHern Family Revocable Trust JT IQVIA Holdings, Inc. Common Stock▼ Sell

$50.0K–$100K

18d lagtraded 2026-03-16PTR ↗

2026-03-06WATHoldJT Waters Corporation Common StockExch

$1.00K–$15.0K

25d lagtraded 2026-02-09PTR ↗

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

$250K–$500K

42d lagtraded 2026-01-07PTR ↗

2026-01-22UNHSellJT UnitedHealth Group Incorporated Common Stock▼ Sell

$250K–$500K

30d lagtraded 2025-12-23PTR ↗

2025-11-16ACNBuyJT Accenture plc Class A Ordinary Shares▼ Sell

$100K–$250K

20d lagtraded 2025-10-27PTR ↗

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

$250K–$500K

38d lagtraded 2025-10-09PTR ↗

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

$1.00M–$5.00M

38d lagtraded 2025-10-09PTR ↗

2025-11-16BSXBuynote redeemed/called by the issuer JT Boston Scientific Corporation Common Stock▼ Sell

$15.0K–$50.0K

19d lagtraded 2025-10-28PTR ↗

2025-11-16CSXSellHern Family Foundation CSX Corporation▼ Sell

$15.0K–$50.0K

19d lagtraded 2025-10-28PTR ↗

2025-11-16ETNHoldKevin Hern Traditional IRA Eaton Corporation, PLC Ordinary Shares▼ Sell

$15.0K–$50.0K

41d lagtraded 2025-10-06PTR ↗

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

$1.00K–$15.0K

19d lagtraded 2025-10-28PTR ↗

2025-11-16MCDHoldKevin Hern Traditional IRA JT McDonald's Corporation Common Stock▼ Sell

$1.00K–$15.0K

24d lagtraded 2025-10-23PTR ↗

2025-11-16MCDHoldHern Family Foundation JT McDonald's Corporation Common Stock▼ Sell

$100K–$250K

24d lagtraded 2025-10-23PTR ↗

2025-11-16MSFTBuyHern Family Revocable Trust JT Microsoft Corporation - Common Stock▼ Sell

$15.0K–$50.0K

19d lagtraded 2025-10-28PTR ↗

2025-11-16ORLYHoldHern Family Foundation JT O'Reilly Automotive, Inc. - Common Stock▼ Sell

$1.00K–$15.0K

19d lagtraded 2025-10-28PTR ↗

2025-11-16—30F DUE 10/16/30▲ Buy

$500K–$1.00M

37d lagtraded 2025-10-10PTR ↗

2025-11-16—30F DUE 10/16/30▲ Buy

$1.00M–$5.00M

37d lagtraded 2025-10-10PTR ↗

2025-11-16STXSellBuy to open Seagate Technology Holdings PLC - Ordinary Shares▼ Sell

$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 ↗

2025-10-16ACNBuyJT Accenture plc Class A Ordinary Shares▼ Sell

$15.0K–$50.0K

20d lagtraded 2025-09-26PTR ↗

2025-10-16HDHoldHern 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 Stock▼ Sell

$15.0K–$50.0K

20d lagtraded 2025-09-26PTR ↗

2025-10-16MSFTBuyHern Family Foundation JT Microsoft Corporation - Common Stock▼ Sell

$15.0K–$50.0K

20d lagtraded 2025-09-26PTR ↗

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

$250K–$500K

39d lagtraded 2025-04-04PTR ↗

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

$1.00M–$5.00M

39d lagtraded 2025-04-04PTR ↗

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

$250K–$500K

19d lagtraded 2025-04-24PTR ↗

2025-04-23—JT MORGAN STANLEY FIN LLC MTN ZERO CPN▼ Sell

$500K–$1.00M

23d lagtraded 2025-03-31PTR ↗

2025-02-14—JT FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS I▲ Buy

$100K–$250K

16d lagtraded 2025-01-29PTR ↗

2025-01-15AGCOHoldJT AGCO Corporation Common Stock▼ Sell

$50.0K–$100K

15d lagtraded 2024-12-31PTR ↗

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

$500K–$1.00M

43d lagtraded 2024-12-03PTR ↗

2025-01-15DVNBuye Called by the issuer. position closed JT Devon Energy Corporation Common Stock▼ Sell

$250K–$500K

15d lagtraded 2024-12-31PTR ↗

2025-01-15DXCMBuyRebalance position toward original allocation JT DexCom, Inc. - Common Stock▼ Sell

$50.0K–$100K

15d lagtraded 2024-12-31PTR ↗

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

$15.0K–$50.0K

15d lagtraded 2024-12-31PTR ↗

2025-01-15XOMHoldJT Exxon Mobil Corporation Common Stock▲ Buy

$1.00K–$15.0K

36d lagtraded 2024-12-10PTR ↗

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

$1.00K–$15.0K

34d lagtraded 2024-12-12PTR ↗

2025-01-15INTCSellDividend Reinvestment JT Intel Corporation - Common Stock▼ Sell

$50.0K–$100K

15d lagtraded 2024-12-31PTR ↗

2025-01-15JNJHoldsell to close JT Johnson & Johnson Common Stock▼ Sell

$100K–$250K

15d lagtraded 2024-12-31PTR ↗

2024-12-16—11/18/2024 BOND▼ Sell

$100K–$250K

28d lagtraded 2024-11-18PTR ↗

2024-11-15MCDHoldJT McDonald's Corporation Common Stock▲ Buy

$100K–$250K

17d lagtraded 2024-10-29PTR ↗

2024-11-15—10/03/2024▼ Sell

$100K–$250K

43d lagtraded 2024-10-03PTR ↗

2024-11-15—10/03/2024▼ Sell

$1.00M–$5.00M

43d lagtraded 2024-10-03PTR ↗

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

$250K–$500K

23d lagtraded 2024-09-23PTR ↗

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

$250K–$500K

22d lagtraded 2024-07-19PTR ↗

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

$250K–$500K

15d lagtraded 2024-07-26PTR ↗

2024-08-10CBBuyNote called by issuer JT Chubb Limited Common Stock▲ Buy

$1.00K–$15.0K

33d lagtraded 2024-07-08PTR ↗

2024-08-10—Dividend Reinvestment JT Inland Real Estate Income Trust▲ Buy

$1.00K–$15.0K

33d lagtraded 2024-07-08PTR ↗

2024-07-15AGCOHoldJT AGCO Corporation Common Stock▲ Buy

$1.00K–$15.0K

25d lagtraded 2024-06-20PTR ↗

2024-07-15DVNBuyDividend Reinvestment JT Devon Energy Corporation Common Stock▲ Buy

$1.00K–$15.0K

17d lagtraded 2024-06-28PTR ↗

2024-07-15EMRHoldDividend Reinvestment JT Emerson Electric Company Common Stock▲ Buy

$1.00K–$15.0K

35d lagtraded 2024-06-10PTR ↗

2024-07-15XOMHoldJT Exxon Mobil Corporation Common Stock▲ Buy

$1.00K–$15.0K

35d lagtraded 2024-06-10PTR ↗

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

$1.00K–$15.0K

32d lagtraded 2024-06-13PTR ↗

2024-07-15JNJHoldDividend Reinvestment JT Johnson & Johnson Common Stock▲ Buy

$1.00K–$15.0K

41d lagtraded 2024-06-04PTR ↗

2024-07-15LINHoldDividend Reinvestment JT Linde plc - Ordinary Shares▲ Buy

$1.00K–$15.0K

24d lagtraded 2024-06-21PTR ↗

2024-07-15LMTHoldDividend Reinvestment JT Lockheed Martin Corporation Common Stock▲ Buy

$1.00K–$15.0K

17d lagtraded 2024-06-28PTR ↗

2024-07-15NEEHoldDividend Reinvestment JT NextEra Energy, Inc. Common Stock▲ Buy

$1.00K–$15.0K

28d lagtraded 2024-06-17PTR ↗

2024-07-15ROKSellDividend Reinvestment JT Rockwell Automation, Inc. Common Stock▲ Buy

$1.00K–$15.0K

35d lagtraded 2024-06-10PTR ↗

2024-07-15RTXHoldDividend Reinvestment JT RTX Corporation Common Stock▲ Buy

$1.00K–$15.0K

32d lagtraded 2024-06-13PTR ↗

2024-07-15UNHSellDividend Reinvestment JT UnitedHealth Group Incorporated Common Stock▲ Buy

$1.00K–$15.0K

20d lagtraded 2024-06-25PTR ↗

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

$1.00K–$15.0K

21d lagtraded 2024-06-24PTR ↗

2024-06-07ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

21d lagtraded 2024-05-17PTR ↗

2024-06-07XOMHoldDividend 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 Stock▲ Buy

$1.00K–$15.0K

23d lagtraded 2024-05-15PTR ↗

2024-06-07OKEHoldDividend Reinvestment JT ONEOK, Inc. Common Stock▲ Buy

$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 ↗

2024-06-07TXNHoldDividend Reinvestment JT Texas Instruments Incorporated - Common Stock▲ Buy

$1.00K–$15.0K

17d lagtraded 2024-05-21PTR ↗

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

$500K–$1.00M

22d lagtraded 2024-05-16PTR ↗

2024-05-12—JT Inland Real Estate Income Trust▲ Buy

$1.00K–$15.0K

34d lagtraded 2024-04-08PTR ↗

2024-05-12JPMHoldDividend Reinvestment JT JP Morgan Chase & Co. Common Stock▲ Buy

$1.00K–$15.0K

12d lagtraded 2024-04-30PTR ↗

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

$250K–$500K

18d lagtraded 2024-04-24PTR ↗

2024-04-12DVNBuyJT Devon Energy Corporation Common Stock▲ Buy

$15.0K–$50.0K

15d lagtraded 2024-03-28PTR ↗

2024-04-12DVNBuyDividend Reinvestment JT Devon Energy Corporation Common Stock▲ Buy

$1.00K–$15.0K

15d lagtraded 2024-03-28PTR ↗

2024-04-12EMRHoldDividend Reinvestment JT Emerson Electric Company Common Stock▲ Buy

$1.00K–$15.0K

32d lagtraded 2024-03-11PTR ↗

2024-04-12XOMHoldDividend Reinvestment JT Exxon Mobil Corporation Common Stock▲ Buy

$1.00K–$15.0K

32d lagtraded 2024-03-11PTR ↗

2024-04-12HDHoldJT Home Depot, Inc.▲ Buy

$1.00K–$15.0K

22d lagtraded 2024-03-21PTR ↗

2024-04-12JNJHoldDividend Reinvestment JT Johnson & Johnson Common Stock▲ Buy

$1.00K–$15.0K

38d lagtraded 2024-03-05PTR ↗

2024-04-12LINHoldDividend Reinvestment JT Linde plc - Ordinary Shares▲ Buy

$1.00K–$15.0K

15d lagtraded 2024-03-28PTR ↗

2024-04-12LMTHoldDividend Reinvestment JT Lockheed Martin Corporation Common Stock▲ Buy

$1.00K–$15.0K

14d lagtraded 2024-03-29PTR ↗

2024-04-12NEEHoldDividend Reinvestment JT NextEra Energy, Inc. Common Stock▲ Buy

$1.00K–$15.0K

28d lagtraded 2024-03-15PTR ↗

2024-04-12—Dividend Reinvestment JT Pioneer Natural Resources Company Common Stock▲ Buy

$1.00K–$15.0K

21d lagtraded 2024-03-22PTR ↗

2024-04-12ROKSellDividend Reinvestment JT Rockwell Automation, Inc. Common Stock▲ Buy

$1.00K–$15.0K

32d lagtraded 2024-03-11PTR ↗

2024-04-12RTXHoldDividend Reinvestment JT RTX Corporation Common Stock▲ Buy

$1.00K–$15.0K

22d lagtraded 2024-03-21PTR ↗

2024-04-12UNHSellDividend Reinvestment JT UnitedHealth Group Incorporated Common Stock▲ Buy

$1.00K–$15.0K

24d lagtraded 2024-03-19PTR ↗

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

$1.00K–$15.0K

18d lagtraded 2024-03-25PTR ↗

2024-03-12ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

21d lagtraded 2024-02-20PTR ↗

2024-03-12—08/20/2027 MTN ZERO CPN▼ Sell

$250K–$500K

18d lagtraded 2024-02-23PTR ↗

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

$1.00K–$15.0K

26d lagtraded 2024-02-15PTR ↗

2024-03-12OKEHoldDividend Reinvestment JT ONEOK, Inc. Common Stock▲ Buy

$1.00K–$15.0K

27d lagtraded 2024-02-14PTR ↗

2024-03-12TXNHoldDividend Reinvestment JT Texas Instruments Incorporated - Common Stock▲ Buy

$1.00K–$15.0K

28d lagtraded 2024-02-13PTR ↗

2024-02-11COSTHoldJT Costco Wholesale Corporation - Common Stock▲ Buy

$1.00K–$15.0K

30d lagtraded 2024-01-12PTR ↗

2024-02-11—Dividend Reinvestment DC Exact Sciences Corporation - Common Stock▼ Sell

$1.00K–$15.0K

40d lagtraded 2024-01-02PTR ↗

2024-02-11—Sell to Close JT Inland Real Estate Income Trust▲ Buy

$1.00K–$15.0K

37d lagtraded 2024-01-05PTR ↗

2024-02-11JPMHoldDividend Reinvestment JT JP Morgan Chase & Co. Common Stock▲ Buy

$1.00K–$15.0K

11d lagtraded 2024-01-31PTR ↗

2024-02-11VUZIDividend Reinvestment DC Vuzix Corporation▼ Sell

$1.00K–$15.0K

40d lagtraded 2024-01-02PTR ↗

2024-01-13CCLDDC CareCloud, Inc.▼ Sell

$1.00K–$15.0K

36d lagtraded 2023-12-08PTR ↗

2024-01-13DVNBuysell to close JT Devon Energy Corporation▲ Buy

$15.0K–$50.0K

15d lagtraded 2023-12-29PTR ↗

2024-01-13DVNBuyDividend Reinvestment JT Devon Energy Corporation▲ Buy

$1.00K–$15.0K

15d lagtraded 2023-12-29PTR ↗

2024-01-13EMRHoldDividend Reinvestment JT Emerson Electric Company▲ Buy

$1.00K–$15.0K

33d lagtraded 2023-12-11PTR ↗

2024-01-13XOMHoldDividend Reinvestment JT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2023-12-11PTR ↗

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

$1.00K–$15.0K

30d lagtraded 2023-12-14PTR ↗

2024-01-13JNJHoldDividend Reinvestment JT Johnson & Johnson▲ Buy

$1.00K–$15.0K

39d lagtraded 2023-12-05PTR ↗

2024-01-13LINHoldDividend Reinvestment JT Linde plc - Ordinary Shares▲ Buy

$1.00K–$15.0K

26d lagtraded 2023-12-18PTR ↗

2024-01-13LMTHoldDividend Reinvestment JT Lockheed Martin Corporation▲ Buy

$1.00K–$15.0K

15d lagtraded 2023-12-29PTR ↗

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

$1.00K–$15.0K

29d lagtraded 2023-12-15PTR ↗

2024-01-13—Dividend Reinvestment JT Pioneer Natural Resources Company▲ Buy

$1.00K–$15.0K

22d lagtraded 2023-12-22PTR ↗

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

$1.00K–$15.0K

33d lagtraded 2023-12-11PTR ↗

2024-01-13RTXHoldJT RTX Corporation▲ Buy

$1.00K–$15.0K

30d lagtraded 2023-12-14PTR ↗

2024-01-13UNHSellDividend Reinvestment JT UnitedHealth Group Incorporated Common Stock▲ Buy

$1.00K–$15.0K

32d lagtraded 2023-12-12PTR ↗

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

$1.00K–$15.0K

18d lagtraded 2023-12-26PTR ↗

2023-12-07ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

22d lagtraded 2023-11-15PTR ↗

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

$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 ↗

2023-12-07OKEHoldDividend Reinvestment JT ONEOK, Inc.▲ Buy

$1.00K–$15.0K

23d lagtraded 2023-11-14PTR ↗

2023-12-07—Dividend Reinvestment JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

23d lagtraded 2023-11-14PTR ↗

2023-12-07TXNHoldDividend Reinvestment JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

23d lagtraded 2023-11-14PTR ↗

2023-12-07—11/30/2023▼ Sell

$500K–$1.00M

7d lagtraded 2023-11-30PTR ↗

2023-11-17CMPCompass Minerals Intl Inc▼ Sell

$1.00K–$15.0K

37d lagtraded 2023-10-11PTR ↗

2023-11-17—sell to close JT Inland Real Estate Income Trust▲ Buy

$1.00K–$15.0K

42d lagtraded 2023-10-06PTR ↗

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

$1.00K–$15.0K

17d lagtraded 2023-10-31PTR ↗

2023-11-17—10/03/2024▲ Buy

$500K–$1.00M

37d lagtraded 2023-10-11PTR ↗

2023-11-17—10/03/2024▲ Buy

$50.0K–$100K

37d lagtraded 2023-10-11PTR ↗

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

$1.00K–$15.0K

37d lagtraded 2023-10-11PTR ↗

2023-10-13DVNBuyJT Devon Energy Corporation▲ Buy

$1.00K–$15.0K

14d lagtraded 2023-09-29PTR ↗

2023-10-13DVNBuyDividend Reinvestment JT Devon Energy Corporation▲ Buy

$15.0K–$50.0K

14d lagtraded 2023-09-29PTR ↗

2023-10-13EMRHoldDividend Reinvestment JT Emerson Electric Company▲ Buy

$1.00K–$15.0K

32d lagtraded 2023-09-11PTR ↗

2023-10-13XOMHoldDividend Reinvestment JT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

32d lagtraded 2023-09-11PTR ↗

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

$1.00K–$15.0K

29d lagtraded 2023-09-14PTR ↗

2023-10-13JNJHoldDividend Reinvestment JT Johnson & Johnson▲ Buy

$1.00K–$15.0K

36d lagtraded 2023-09-07PTR ↗

2023-10-13LINHoldDividend Reinvestment JT Linde plc Ordinary Shares▲ Buy

$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 Partnership▲ Buy

$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 ↗

2023-10-13NEEHold25 cash JT NextEra Energy, Inc.▲ Buy

$1.00K–$15.0K

28d lagtraded 2023-09-15PTR ↗

2023-10-13—Dividend Reinvestment JT Pioneer Natural Resources Company▲ Buy

$1.00K–$15.0K

22d lagtraded 2023-09-21PTR ↗

2023-10-13ROKSellJT Rockwell Automation, Inc.▲ Buy

$1.00K–$15.0K

32d lagtraded 2023-09-11PTR ↗

2023-10-13RTXHoldDividend Reinvestment JT RTX Corporation▲ Buy

$1.00K–$15.0K

36d lagtraded 2023-09-07PTR ↗

2023-10-13UNHSellDividend Reinvestment JT UnitedHealth Group Incorporated Common Stock▲ Buy

$1.00K–$15.0K

24d lagtraded 2023-09-19PTR ↗

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

$1.00K–$15.0K

18d lagtraded 2023-09-25PTR ↗

2023-09-07ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

23d lagtraded 2023-08-15PTR ↗

2023-09-07—08/20/2027 MTN ZERO CPN▲ Buy

$500K–$1.00M

21d lagtraded 2023-08-17PTR ↗

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

$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 ↗

2023-09-07OKEHoldDividend Reinvestment JT ONEOK, Inc.▲ Buy

$1.00K–$15.0K

24d lagtraded 2023-08-14PTR ↗

2023-09-07TXNHoldJT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

23d lagtraded 2023-08-15PTR ↗

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

$500K–$1.00M

7d lagtraded 2023-08-31PTR ↗

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

$250K–$500K

19d lagtraded 2023-07-28PTR ↗

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

$1.00K–$15.0K

30d lagtraded 2023-07-17PTR ↗

2023-08-16—Dividend reinvestment JT Inland Real Estate Income Trust▲ Buy

$1.00K–$15.0K

34d lagtraded 2023-07-13PTR ↗

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

$1.00K–$15.0K

16d lagtraded 2023-07-31PTR ↗

2023-08-16—07/20/2023▼ Sell

$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 ↗

2023-07-12DVNBuyDividend Reinvestment JT Devon Energy Corporation▲ Buy

$15.0K–$50.0K

12d lagtraded 2023-06-30PTR ↗

2023-07-12DVNBuyDividend Reinvestment JT Devon Energy Corporation▲ Buy

$1.00K–$15.0K

12d lagtraded 2023-06-30PTR ↗

2023-07-12EMRHoldDividend Reinvestment JT Emerson Electric Company▲ Buy

$1.00K–$15.0K

33d lagtraded 2023-06-09PTR ↗

2023-07-12XOMHoldDividend Reinvestment JT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2023-06-09PTR ↗

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

$1.00K–$15.0K

27d lagtraded 2023-06-15PTR ↗

2023-07-12JNJHoldDividend Reinvestment JT Johnson & Johnson▲ Buy

$1.00K–$15.0K

36d lagtraded 2023-06-06PTR ↗

2023-07-12LINHoldDividend Reinvestment JT Linde plc Ordinary Shares▲ Buy

$1.00K–$15.0K

26d lagtraded 2023-06-16PTR ↗

2023-07-12LMTHoldDividend Reinvestment JT Lockheed Martin Corporation▲ Buy

$1.00K–$15.0K

19d lagtraded 2023-06-23PTR ↗

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

$1.00K–$15.0K

27d lagtraded 2023-06-15PTR ↗

2023-07-12—Dividend Reinvestment JT Pioneer Natural Resources Company▲ Buy

$1.00K–$15.0K

21d lagtraded 2023-06-21PTR ↗

2023-07-12RTXHoldDividend Reinvestment JT Raytheon Technologies Corporation▲ Buy

$1.00K–$15.0K

27d lagtraded 2023-06-15PTR ↗

2023-07-12ROKSellJT Rockwell Automation, Inc.▲ Buy

$1.00K–$15.0K

30d lagtraded 2023-06-12PTR ↗

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

$500K–$1.00M

41d lagtraded 2023-06-01PTR ↗

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

$500K–$1.00M

41d lagtraded 2023-06-01PTR ↗

2023-07-12UNHSellbill was redeemed upon maturity. JT UnitedHealth Group Incorporated Common Stock▲ Buy

$1.00K–$15.0K

15d lagtraded 2023-06-27PTR ↗

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

$1.00K–$15.0K

16d lagtraded 2023-06-26PTR ↗

2023-06-13—JT ABB Ltd▲ Buy

$1.00K–$15.0K

33d lagtraded 2023-05-11PTR ↗

2023-06-13ACNBuyDividend Reinvestment JT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

27d lagtraded 2023-05-17PTR ↗

2023-06-13—Dividend Reinvestment JT Magellan Midstream Partners L.P. Limited Partnership▲ Buy

$1.00K–$15.0K

29d lagtraded 2023-05-15PTR ↗

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

$1.00K–$15.0K

29d lagtraded 2023-05-15PTR ↗

2023-06-13TXNHoldDividend Reinvestment JT Texas Instruments Incorporated▲ Buy

$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 Common▲ Buy

$1.00K–$15.0K

28d lagtraded 2023-04-13PTR ↗

2023-05-11—Dividend Reinvestment JT Inland Real Estate Income Trust▲ Buy

$1.00K–$15.0K

35d lagtraded 2023-04-06PTR ↗

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

$1.00K–$15.0K

13d lagtraded 2023-04-28PTR ↗

2023-04-10DVNBuyJT Devon Energy Corporation▲ Buy

$1.00K–$15.0K

10d lagtraded 2023-03-31PTR ↗

2023-04-10DVNBuyDividend Reinvestment JT Devon Energy Corporation▲ Buy

$15.0K–$50.0K

10d lagtraded 2023-03-31PTR ↗

2023-04-10EMRHoldDividend Reinvestment JT Emerson Electric Company▲ Buy

$1.00K–$15.0K

31d lagtraded 2023-03-10PTR ↗

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

$1.00K–$15.0K

18d lagtraded 2023-03-23PTR ↗

2023-04-10INTCSellDividend Reinvestment JT Intel Corporation▲ Buy

$1.00K–$15.0K

40d lagtraded 2023-03-01PTR ↗

2023-04-10JNJHoldDividend Reinvestment JT Johnson & Johnson▲ Buy

$1.00K–$15.0K

34d lagtraded 2023-03-07PTR ↗

2023-04-10LINHoldDividend Reinvestment JT Linde plc Ordinary Shares▲ Buy

$1.00K–$15.0K

13d lagtraded 2023-03-28PTR ↗

2023-04-10LMTHoldDividend Reinvestment JT Lockheed Martin Corporation▲ Buy

$1.00K–$15.0K

17d lagtraded 2023-03-24PTR ↗

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

$1.00K–$15.0K

26d lagtraded 2023-03-15PTR ↗

2023-04-10—Dividend Reinvestment JT Pioneer Natural Resources Company▲ Buy

$1.00K–$15.0K

24d lagtraded 2023-03-17PTR ↗

2023-04-10RTXHoldDividend Reinvestment JT Raytheon Technologies Corporation▲ Buy

$1.00K–$15.0K

18d lagtraded 2023-03-23PTR ↗

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

$1.00K–$15.0K

31d lagtraded 2023-03-10PTR ↗

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

$1.00M–$5.00M

20d lagtraded 2023-03-21PTR ↗

2023-04-10UNHSellRedeemed at Maturity JT UnitedHealth Group Incorporated Common Stock▲ Buy

$1.00K–$15.0K

20d lagtraded 2023-03-21PTR ↗

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

$250K–$500K

38d lagtraded 2023-03-03PTR ↗

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

$250K–$500K

38d lagtraded 2023-03-03PTR ↗

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

$250K–$500K

38d lagtraded 2023-03-03PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-03-27PTR ↗

2023-03-15ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

28d lagtraded 2023-02-15PTR ↗

2023-03-15—Dividend Reinvestment JT Magellan Midstream Partners L.P. Limited Partnership▲ Buy

$1.00K–$15.0K

29d lagtraded 2023-02-14PTR ↗

2023-03-15OKEHoldDividend Reinvestment JT ONEOK, Inc.▲ Buy

$1.00K–$15.0K

29d lagtraded 2023-02-14PTR ↗

2023-03-15—Dividend Reinvestment JT Pioneer Natural Resources Company▼ Sell

$1.00M–$5.00M

42d lagtraded 2023-02-01PTR ↗

2023-03-15TXNHoldSell to Close JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

29d lagtraded 2023-02-14PTR ↗

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

$1.00M–$5.00M

21d lagtraded 2023-02-22PTR ↗

2023-02-14ACNBuyJT Accenture plc Class A Ordinary Shares▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14ADBEBuySell to close. JT Adobe Inc.▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14AMTHoldSell to close. JT American Tower Corporation▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14BAHoldSell to close. JT Boeing Company▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14CBBuySell to close. JT Chubb Limited▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14KOHoldSell to close. JT Coca-Cola Company▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14CMCSASell to close. JT Comcast Corporation - Class A▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14COSTHoldSell to close. JT Costco Wholesale Corporation▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14DHRHoldSell to close. JT Danaher Corporation▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14DGBuySell to close. JT Dollar General Corporation▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14ECLHoldSell to close. JT Ecolab Inc.▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$100K–$250K

15d lagtraded 2023-01-30PTR ↗

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

$100K–$250K

15d lagtraded 2023-01-30PTR ↗

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

$1.00K–$15.0K

28d lagtraded 2023-01-17PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14HONHoldSell 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 Shares▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14—Sell to close. JT Inland Real Estate Income Trust▲ Buy

$1.00K–$15.0K

36d lagtraded 2023-01-09PTR ↗

2023-02-14INTCSellJT Intel Corporation▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14JNJHoldSell to close. JT Johnson & Johnson▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14LINHoldDividend Reinvestment JT Linde plc Ordinary Share▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14LMTHoldSell to close. JT Lockheed Martin Corporation▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14MDTBuyJT Medtronic plc. Ordinary Shares▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14MSFTBuySell to close. JT Microsoft Corporation▼ Sell

$15.0K–$50.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14MSFTBuySell to close. JT Microsoft Corporation▼ Sell

$1.00M–$5.00M

41d lagtraded 2023-01-04PTR ↗

2023-02-14MDLZHoldSell Close JT Mondelez International, Inc. - Class A▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14NVSSell to close. JT Novartis AG▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14PHHoldSell to close. JT Parker-Hannifin Corporation▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14PSXHoldJT Phillips 66▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14PGHoldSell to close. JT Procter & Gamble Company▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14RTXHoldSell to close. JT Raytheon Technologies Corporation▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14TXNHoldSell to close. JT Texas Instruments Incorporated▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14TMOHoldSell to close. JT Thermo Fisher Scientific Inc▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-02-14TJXHoldJT TJX Companies, Inc.▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

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

$50.0K–$100K

15d lagtraded 2023-01-30PTR ↗

2023-02-14VHoldBuy Open JT Visa Inc.▼ Sell

$1.00K–$15.0K

14d lagtraded 2023-01-31PTR ↗

2023-01-13DVNBuyJT Devon Energy Corporation▲ Buy

$15.0K–$50.0K

14d lagtraded 2022-12-30PTR ↗

2023-01-13ADBEBuyJT Adobe Inc.▼ Sell

$250K–$500K

25d lagtraded 2022-12-19PTR ↗

2023-01-13ARCBClosed position JT ArcBest Corporation▼ Sell

$50.0K–$100K

25d lagtraded 2022-12-19PTR ↗

2023-01-13—Closed position JT Ball Corporation▼ Sell

$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 ↗

2023-01-13DVNBuyclosed position JT Devon Energy Corporation▲ Buy

$1.00K–$15.0K

14d lagtraded 2022-12-30PTR ↗

2023-01-13ECLHoldDividend Reinvestment JT Ecolab Inc.▼ Sell

$15.0K–$50.0K

25d lagtraded 2022-12-19PTR ↗

2023-01-13EMRHoldClosed position JT Emerson Electric Company▲ Buy

$1.00K–$15.0K

35d lagtraded 2022-12-09PTR ↗

2023-01-13—Dividend Reinvestment JT Exact Sciences Corporation▼ Sell

$50.0K–$100K

25d lagtraded 2022-12-19PTR ↗

2023-01-13XOMHoldClosed position JT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

35d lagtraded 2022-12-09PTR ↗

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

$50.0K–$100K

25d lagtraded 2022-12-19PTR ↗

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

$1.00K–$15.0K

29d lagtraded 2022-12-15PTR ↗

2023-01-13INTCSellDividend Reinvestment JT Intel Corporation▲ Buy

$1.00K–$15.0K

43d lagtraded 2022-12-01PTR ↗

2023-01-13JNJHoldJT Johnson & Johnson▲ Buy

$1.00K–$15.0K

38d lagtraded 2022-12-06PTR ↗

2023-01-13LMTHoldDividend Reinvestment JT Lockheed Martin Corporation▲ Buy

$1.00K–$15.0K

14d lagtraded 2022-12-30PTR ↗

2023-01-13MASIDividend Reinvestment JT Masimo Corporation▼ Sell

$50.0K–$100K

25d lagtraded 2022-12-19PTR ↗

2023-01-13MSFTBuyClosed position JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

36d lagtraded 2022-12-08PTR ↗

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

$1.00K–$15.0K

29d lagtraded 2022-12-15PTR ↗

2023-01-13—Dividend Reinvestment JT Pioneer Natural Resources Company▲ Buy

$1.00K–$15.0K

29d lagtraded 2022-12-15PTR ↗

2023-01-13—Dividend Reinvestment JT Pioneer Natural Resources Company▲ Buy

$15.0K–$50.0K

29d lagtraded 2022-12-15PTR ↗

2023-01-13—Dividend Reinvestment JT Raytheon Company▲ Buy

$1.00K–$15.0K

29d lagtraded 2022-12-15PTR ↗

2023-01-13ROKSellJT Rockwell Automation, Inc.▲ Buy

$1.00K–$15.0K

32d lagtraded 2022-12-12PTR ↗

2023-01-13UNHSellDividend Reinvestment JT UnitedHealth Group Incorporated Common Stock▲ Buy

$1.00K–$15.0K

31d lagtraded 2022-12-13PTR ↗

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

$1.00K–$15.0K

18d lagtraded 2022-12-26PTR ↗

2023-01-13WYNNHoldDividend Reinvestment JT Wynn Resorts, Limited▼ Sell

$15.0K–$50.0K

25d lagtraded 2022-12-19PTR ↗

2022-12-08ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

23d lagtraded 2022-11-15PTR ↗

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

$1.00K–$15.0K

17d lagtraded 2022-11-21PTR ↗

2022-12-08CRBuysell 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 Partnership▲ Buy

$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 ↗

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

$1.00K–$15.0K

24d lagtraded 2022-11-14PTR ↗

2022-12-08SHWHoldDividend Reinvestment JT Sherwin-Williams Company▼ Sell

$1.00K–$15.0K

17d lagtraded 2022-11-21PTR ↗

2022-12-08TXNHoldsell to close position JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

23d lagtraded 2022-11-15PTR ↗

2022-12-08VFCHoldDividend Reinvestment JT V.F. Corporation▼ Sell

$1.00K–$15.0K

17d lagtraded 2022-11-21PTR ↗

2022-11-09—JT FS Energy & Power Fund Common▲ Buy

$1.00K–$15.0K

21d lagtraded 2022-10-19PTR ↗

2022-11-09—Dividend Reinvestment JT Inland Real Estate Income Trust▲ Buy

$1.00K–$15.0K

33d lagtraded 2022-10-07PTR ↗

2022-11-09JPMHoldDividend 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 ETF▲ Buy

$1.00K–$15.0K

34d lagtraded 2022-10-06PTR ↗

2022-10-10DVNBuyJT Devon Energy Corporation▲ Buy

$1.00K–$15.0K

10d lagtraded 2022-09-30PTR ↗

2022-10-10DVNBuyDividend Reinvestment JT Devon Energy Corporation▲ Buy

$15.0K–$50.0K

10d lagtraded 2022-09-30PTR ↗

2022-10-10EMRHoldDividend Reinvestment JT Emerson Electric Company▲ Buy

$1.00K–$15.0K

31d lagtraded 2022-09-09PTR ↗

2022-10-10XOMHoldDividend Reinvestment JT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

31d lagtraded 2022-09-09PTR ↗

2022-10-10HDHoldDividend 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 ETF▲ Buy

$1.00K–$15.0K

10d lagtraded 2022-09-30PTR ↗

2022-10-10DGRODividend Reinvestment JT iShares Core Dividend Growth ETF▲ Buy

$1.00K–$15.0K

10d lagtraded 2022-09-30PTR ↗

2022-10-10JEPIDividend Reinvestment JT JPMorgan Equity Premium Income ETF▲ Buy

$1.00K–$15.0K

33d lagtraded 2022-09-07PTR ↗

2022-10-10NEEHoldDividend Reinvestment JT NextEra Energy, Inc.▲ Buy

$1.00K–$15.0K

25d lagtraded 2022-09-15PTR ↗

2022-10-10—Dividend Reinvestment JT Pioneer Natural Resources Company▲ Buy

$15.0K–$50.0K

24d lagtraded 2022-09-16PTR ↗

2022-10-10—Dividend Reinvestment JT Pioneer Natural Resources Company▲ Buy

$1.00K–$15.0K

24d lagtraded 2022-09-16PTR ↗

2022-10-10ROKSellDividend Reinvestment JT Rockwell Automation, Inc.▲ Buy

$1.00K–$15.0K

28d lagtraded 2022-09-12PTR ↗

2022-10-10UNHSellDividend Reinvestment JT UnitedHealth Group Incorporated Common Stock▲ Buy

$1.00K–$15.0K

20d lagtraded 2022-09-20PTR ↗

2022-10-10WMBHoldJT Williams Companies, Inc.▲ Buy

$1.00K–$15.0K

14d lagtraded 2022-09-26PTR ↗

2022-09-15ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

31d lagtraded 2022-08-15PTR ↗

2022-09-15ASMLDividend Reinvestment JT ASML Holding N.V. - New York Registry Shares▲ Buy

$50.0K–$100K

21d lagtraded 2022-08-25PTR ↗

2022-09-15CDNSHoldHern 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 Partnership▲ Buy

$1.00K–$15.0K

34d lagtraded 2022-08-12PTR ↗

2022-09-15OKEHoldDividend Reinvestment JT ONEOK, Inc.▲ Buy

$1.00K–$15.0K

31d lagtraded 2022-08-15PTR ↗

2022-09-15PTCBuyBrokerage Investment Account JT PTC Inc.▲ Buy

$15.0K–$50.0K

21d lagtraded 2022-08-25PTR ↗

2022-09-15TXNHoldHern Family Foundation JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

30d lagtraded 2022-08-16PTR ↗

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

$250K–$500K

24d lagtraded 2022-07-22PTR ↗

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

$1.00K–$15.0K

33d lagtraded 2022-07-13PTR ↗

2022-08-15TIPDividend Reinvestment JT iShares TIPS Bond ETF▲ Buy

$1.00K–$15.0K

38d lagtraded 2022-07-08PTR ↗

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

$1.00K–$15.0K

15d lagtraded 2022-07-31PTR ↗

2022-07-15AGCOHoldJT AGCO Corporation▲ Buy

$1.00K–$15.0K

24d lagtraded 2022-06-21PTR ↗

2022-07-15—Dividend Reinvestment Cerner Corporation▼ Sell

$15.0K–$50.0K

35d lagtraded 2022-06-10PTR ↗

2022-07-15DVNBuyCorporate Action - Cash Merger JT Devon Energy Corporation▲ Buy

$1.00K–$15.0K

15d lagtraded 2022-06-30PTR ↗

2022-07-15DVNBuyDividend Reinvestment JT Devon Energy Corporation▲ Buy

$15.0K–$50.0K

15d lagtraded 2022-06-30PTR ↗

2022-07-15EMRHoldDividend Reinvestment JT Emerson Electric Company▲ Buy

$1.00K–$15.0K

35d lagtraded 2022-06-10PTR ↗

2022-07-15XOMHoldJT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

35d lagtraded 2022-06-10PTR ↗

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

$1.00K–$15.0K

29d lagtraded 2022-06-16PTR ↗

2022-07-15INTCSellDividend Reinvestment JT Intel Corporation▲ Buy

$1.00K–$15.0K

44d lagtraded 2022-06-01PTR ↗

2022-07-15JNJHoldDividend Reinvestment JT Johnson & Johnson▲ Buy

$1.00K–$15.0K

38d lagtraded 2022-06-07PTR ↗

2022-07-15LMTHoldDividend Reinvestment JT Lockheed Martin Corporation▲ Buy

$1.00K–$15.0K

21d lagtraded 2022-06-24PTR ↗

2022-07-15MSFTBuyDividend Reinvestment JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

36d lagtraded 2022-06-09PTR ↗

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

$1.00K–$15.0K

30d lagtraded 2022-06-15PTR ↗

2022-07-15—Dividend Reinvestment JT Pioneer Natural Resources Company▲ Buy

$15.0K–$50.0K

31d lagtraded 2022-06-14PTR ↗

2022-07-15—JT Pioneer Natural Resources Company▲ Buy

$1.00K–$15.0K

31d lagtraded 2022-06-14PTR ↗

2022-07-15RTXHoldDividend Reinvestment JT Raytheon Technologies Corporation▲ Buy

$1.00K–$15.0K

29d lagtraded 2022-06-16PTR ↗

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

$1.00K–$15.0K

35d lagtraded 2022-06-10PTR ↗

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

$1.00K–$15.0K

18d lagtraded 2022-06-27PTR ↗

2022-06-14—JT ABB Ltd▲ Buy

$1.00K–$15.0K

34d lagtraded 2022-05-11PTR ↗

2022-06-14ACNBuyDividend Reinvestment JT Accenture plc Class A Ordinary Shares▲ Buy

$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 Corporation▼ Sell

$1.00K–$15.0K

29d lagtraded 2022-05-16PTR ↗

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

$1.00K–$15.0K

32d lagtraded 2022-05-13PTR ↗

2022-06-14OKEHoldDividend Reinvestment JT ONEOK, Inc.▲ Buy

$1.00K–$15.0K

29d lagtraded 2022-05-16PTR ↗

2022-06-14TXNHoldDividend Reinvestment JT Texas Instruments Incorporated▲ Buy

$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 MTN▲ Buy

$500K–$1.00M

30d lagtraded 2022-04-12PTR ↗

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

$1.00K–$15.0K

28d lagtraded 2022-04-14PTR ↗

2022-05-12HONHoldDividend Reinvestment JT Honeywell International Inc.▼ Sell

$250K–$500K

34d lagtraded 2022-04-08PTR ↗

2022-05-12—JT Inland Real Estate Income Tr Common▲ Buy

$1.00K–$15.0K

35d lagtraded 2022-04-07PTR ↗

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

$1.00K–$15.0K

20d lagtraded 2022-04-22PTR ↗

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

$1.00K–$15.0K

12d lagtraded 2022-04-30PTR ↗

2022-05-12MDLZHoldDividend Reinvestment JT Mondelez International, Inc. - Class A▼ Sell

$15.0K–$50.0K

30d lagtraded 2022-04-12PTR ↗

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

$250K–$500K

25d lagtraded 2022-03-18PTR ↗

2022-04-12DVNBuyBuy open JT Devon Energy Corporation▲ Buy

$15.0K–$50.0K

12d lagtraded 2022-03-31PTR ↗

2022-04-12DVNBuyDividend Reinvestment JT Devon Energy Corporation▲ Buy

$1.00K–$15.0K

12d lagtraded 2022-03-31PTR ↗

2022-04-12EMRHoldDividend Reinvestment JT Emerson Electric Company▲ Buy

$1.00K–$15.0K

33d lagtraded 2022-03-10PTR ↗

2022-04-12XOMHoldDividend Reinvestment JT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2022-03-10PTR ↗

2022-04-12HDHoldJT Home Depot, Inc.▲ Buy

$1.00K–$15.0K

19d lagtraded 2022-03-24PTR ↗

2022-04-12HONHoldDividend Reinvestment JT Honeywell International Inc.▲ Buy

$1.00K–$15.0K

32d lagtraded 2022-03-11PTR ↗

2022-04-12INTCSellDividend Reinvestment JT Intel Corporation▲ Buy

$1.00K–$15.0K

42d lagtraded 2022-03-01PTR ↗

2022-04-12JNJHoldDividend Reinvestment JT Johnson & Johnson▲ Buy

$1.00K–$15.0K

35d lagtraded 2022-03-08PTR ↗

2022-04-12LMTHoldDividend Reinvestment JT Lockheed Martin Corporation▲ Buy

$1.00K–$15.0K

18d lagtraded 2022-03-25PTR ↗

2022-04-12MSFTBuyDividend Reinvestment JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2022-03-10PTR ↗

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

$250K–$500K

20d lagtraded 2022-03-23PTR ↗

2022-04-12NEEHoldFull 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 Company▲ Buy

$1.00K–$15.0K

29d lagtraded 2022-03-14PTR ↗

2022-04-12RTXHoldDividend Reinvestment JT Raytheon Technologies Corporation▲ Buy

$1.00K–$15.0K

19d lagtraded 2022-03-24PTR ↗

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

$1.00K–$15.0K

33d lagtraded 2022-03-10PTR ↗

2022-04-12UNHSellDividend Reinvestment JT UnitedHealth Group Incorporated Common Stock▲ Buy

$1.00K–$15.0K

21d lagtraded 2022-03-22PTR ↗

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

$1.00K–$15.0K

15d lagtraded 2022-03-28PTR ↗

2022-03-07ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

20d lagtraded 2022-02-15PTR ↗

2022-03-07—Dividend Reinvestment JT Magellan Midstream Partners L.P. Limited Partnership▲ Buy

$1.00K–$15.0K

21d lagtraded 2022-02-14PTR ↗

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

$1.00K–$15.0K

21d lagtraded 2022-02-14PTR ↗

2022-03-07TXNHoldDividend Reinvestment JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

28d lagtraded 2022-02-07PTR ↗

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

$250K–$500K

14d lagtraded 2022-01-19PTR ↗

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

$1.00K–$15.0K

14d lagtraded 2022-01-19PTR ↗

2022-02-02—Dividend Reinvestment JT Inland Real Estate Income Tr Common▲ Buy

$1.00K–$15.0K

26d lagtraded 2022-01-07PTR ↗

2022-02-02JPMHoldDividend 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 Company▲ Buy

$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 ↗

2022-01-11DVNBuysell to close JT Devon Energy Corporation▲ Buy

$15.0K–$50.0K

12d lagtraded 2021-12-30PTR ↗

2022-01-11DVNBuyDividend Reinvestment JT Devon Energy Corporation▲ Buy

$1.00K–$15.0K

12d lagtraded 2021-12-30PTR ↗

2022-01-11EMRHoldDividend reinvestment JT Emerson Electric Company▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-12-10PTR ↗

2022-01-11XOMHoldDividend Reinvestment JT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-12-10PTR ↗

2022-01-11HDHold20020202 -- 1 of 4 -- JT Home Depot, Inc.▲ Buy

$1.00K–$15.0K

26d lagtraded 2021-12-16PTR ↗

2022-01-11HONHoldDividend Reinvestment JT Honeywell International Inc.▲ Buy

$1.00K–$15.0K

39d lagtraded 2021-12-03PTR ↗

2022-01-11JNJHoldDividend Reinvestment JT Johnson & Johnson▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-12-07PTR ↗

2022-01-11LMTHoldDividend Reinvestment JT Lockheed Martin Corporation▲ Buy

$1.00K–$15.0K

15d lagtraded 2021-12-27PTR ↗

2022-01-11MDTBuyDividend Reinvestment JT Medtronic plc. Ordinary Shares▼ Sell

$100K–$250K

22d lagtraded 2021-12-20PTR ↗

2022-01-11MSFTBuySell to Close Position JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2021-12-09PTR ↗

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

$1.00K–$15.0K

27d lagtraded 2021-12-15PTR ↗

2022-01-11—Dividend Reinvestment JT Pioneer Natural Resources Company▲ Buy

$1.00K–$15.0K

28d lagtraded 2021-12-14PTR ↗

2022-01-11RTXHoldDividend Reinvestment JT Raytheon Technologies Corporation▲ Buy

$1.00K–$15.0K

26d lagtraded 2021-12-16PTR ↗

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

$1.00K–$15.0K

32d lagtraded 2021-12-10PTR ↗

2022-01-11UNHSellDividend Reinvestment JT UnitedHealth group Incorporated Common Stock▲ Buy

$1.00K–$15.0K

28d lagtraded 2021-12-14PTR ↗

2022-01-11VUZIDividend Reinvestment JT Vuzix Corporation▼ Sell

$50.0K–$100K

22d lagtraded 2021-12-20PTR ↗

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

$1.00K–$15.0K

15d lagtraded 2021-12-27PTR ↗

2021-12-09—JT ABB Ltd▲ Buy

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09ACNBuyBrokerage Investment Account JT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

13d lagtraded 2021-11-26PTR ↗

2021-12-09ARCBBrokerage Investment Account JT ArcBest Corporation▲ Buy

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09—Brokerage Investment Account JT Ball Corporation▲ Buy

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09CRBuyBrokerage Investment Account JT Crane Co.▲ Buy

$15.0K–$50.0K

13d lagtraded 2021-11-26PTR ↗

2021-12-09—Hern Family Foundation JT Duke Realty Corporation▲ Buy

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09FDISBrokerage Investment Account JT Fidelity MSCI Consumer Discretionary Index ETF▲ Buy

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09FTECHern Family Foundation JT Fidelity MSCI Information Technology Index ETF▲ Buy

$100K–$250K

13d lagtraded 2021-11-26PTR ↗

2021-12-09FBNDHern Family Foundation JT Fidelity Total Bond ETF▼ Sell

$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 ↗

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

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09INTCSellBrokerage Investment Account JT Intel Corporation▲ Buy

$15.0K–$50.0K

13d lagtraded 2021-11-26PTR ↗

2021-12-09TIPBrokerage Investment Account JT iShares TIPS Bond ETF▲ Buy

$1.00K–$15.0K

34d lagtraded 2021-11-05PTR ↗

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

$1.00K–$15.0K

27d lagtraded 2021-11-12PTR ↗

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

$1.00K–$15.0K

24d lagtraded 2021-11-15PTR ↗

2021-12-09PHHoldBrokerage Investment Account JT Parker-Hannifin Corporation▲ Buy

$15.0K–$50.0K

13d lagtraded 2021-11-26PTR ↗

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

$50.0K–$100K

13d lagtraded 2021-11-26PTR ↗

2021-12-09TXNHoldBrokerage Investment Account JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

24d lagtraded 2021-11-15PTR ↗

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

$15.0K–$50.0K

13d lagtraded 2021-11-26PTR ↗

2021-11-05CVXHoldHern Family Foundation JT Chevron Corporation▲ Buy

$50.0K–$100K

16d lagtraded 2021-10-20PTR ↗

2021-11-05FMATDividend Reinvest JT Fidelity MSCI Materials Index ETF▲ Buy

$15.0K–$50.0K

16d lagtraded 2021-10-20PTR ↗

2021-11-05—Hern Family Foundation JT FS ENERgY & POWER FuND COMMON▲ Buy

$1.00K–$15.0K

21d lagtraded 2021-10-15PTR ↗

2021-11-05—20019762 -- 1 of 3 -- JT FS KKR Capital Corp▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-10-04PTR ↗

2021-11-05ITWHoldDividend 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 TR▲ Buy

$1.00K–$15.0K

29d lagtraded 2021-10-07PTR ↗

2021-11-05TIPDividend Reinvest JT iShares TIPS bond ETF▲ Buy

$1.00K–$15.0K

29d lagtraded 2021-10-07PTR ↗

2021-11-05JPMHoldDividend 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 Resources▲ Buy

$100K+

16d lagtraded 2021-10-20PTR ↗

2021-11-05—Hern Family Foundation JT Pioneer Natural Resources Company▲ Buy

$1.00K–$15.0K

22d lagtraded 2021-10-14PTR ↗

2021-11-05VHoldDividend Reinvest JT Visa Inc.▲ Buy

$50.0K–$100K

16d lagtraded 2021-10-20PTR ↗

2021-10-07ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$100K–$250K

14d lagtraded 2021-09-23PTR ↗

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

$15.0K–$50.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07DVNBuyDividend Reinvestment JT Devon Energy Corporation▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07EMRHold20019594 -- 1 of 5 -- JT Emerson Electric Company▲ Buy

$1.00K–$15.0K

27d lagtraded 2021-09-10PTR ↗

2021-10-07XOMHoldDividend Reinvestment JT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

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

$1.00K–$15.0K

21d lagtraded 2021-09-16PTR ↗

2021-10-07HONHoldDividend Reinvestment JT Honeywell International Inc.▲ Buy

$1.00K–$15.0K

34d lagtraded 2021-09-03PTR ↗

2021-10-07INTCSellHern Family Foundation JT Intel Corporation▲ Buy

$50.0K–$100K

35d lagtraded 2021-09-02PTR ↗

2021-10-07IQVHoldHern 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 growth▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07TIPDividend Reinvestment JT iShares TIPS bond ETF▲ Buy

$1.00K–$15.0K

29d lagtraded 2021-09-08PTR ↗

2021-10-07JNJHoldDividend Reinvestment JT Johnson & Johnson▲ Buy

$50.0K–$100K

35d lagtraded 2021-09-02PTR ↗

2021-10-07JNJHoldHern Family Foundation JT Johnson & Johnson▲ Buy

$1.00K–$15.0K

30d lagtraded 2021-09-07PTR ↗

2021-10-07MDTBuyDividend Reinvestment JT Medtronic plc. Ordinary Shares▲ Buy

$100K–$250K

14d lagtraded 2021-09-23PTR ↗

2021-10-07MSFTBuyHern Family Revocable Trust JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

28d lagtraded 2021-09-09PTR ↗

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

$1.00K–$15.0K

22d lagtraded 2021-09-15PTR ↗

2021-10-07—Dividend Reinvestment JT Pioneer Natural Resources Company▲ Buy

$1.00K–$15.0K

20d lagtraded 2021-09-17PTR ↗

2021-10-07RTXHoldHern Family Foundation JT Raytheon Technologies Corporation▲ Buy

$50.0K–$100K

35d lagtraded 2021-09-02PTR ↗

2021-10-07RTXHoldHern Family Foundation JT Raytheon Technologies Corporation▲ Buy

$250K–$500K

14d lagtraded 2021-09-23PTR ↗

2021-10-07ROKSellHern 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 500▼ Sell

$500K–$1.00M

17d lagtraded 2021-09-20PTR ↗

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

$50.0K–$100K

47d latetraded 2021-07-30PTR ↗

2021-09-15DHRHoldDividend Reinvestment JT Danaher Corporation▲ Buy

$50.0K–$100K

76d latetraded 2021-07-01PTR ↗

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

$100K–$250K

76d latetraded 2021-07-01PTR ↗

2021-09-15ETVce Tax-Managed buy-Write Opportunities Fund Common Shares of beneficial Interest▲ Buy

$15.0K–$50.0K

76d latetraded 2021-07-01PTR ↗

2021-09-15EMRHoldHern Family Revocable Trust JT Emerson Electric Company▲ Buy

$50.0K–$100K

76d latetraded 2021-07-01PTR ↗

2021-09-15FDRRHern Family Foundation JT Fidelity Dividend ETF for Rising Rates▲ Buy

$50.0K–$100K

47d latetraded 2021-07-30PTR ↗

2021-09-15—Hern Family Foundation JT FS ENERgY & POWER FuND COMMON▲ Buy

$1.00K–$15.0K

57d latetraded 2021-07-20PTR ↗

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

$100K–$250K

76d latetraded 2021-07-01PTR ↗

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

$50.0K–$100K

76d latetraded 2021-07-01PTR ↗

2021-09-15TIPHern Family Foundation JT iShares TIPS bond ETF▲ Buy

$1.00K–$15.0K

69d latetraded 2021-07-08PTR ↗

2021-09-15TIPDividend Reinvestment JT iShares TIPS bond ETF▲ Buy

$250K–$500K

47d latetraded 2021-07-30PTR ↗

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

$1.00K–$15.0K

46d latetraded 2021-07-31PTR ↗

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

$50.0K–$100K

76d latetraded 2021-07-01PTR ↗

2021-09-15JEPIHern Family Foundation JT JPMorgan Equity Premium Income ETF▲ Buy

$100K–$250K

47d latetraded 2021-07-30PTR ↗

2021-09-15MDTBuyHern Family Foundation JT Medtronic plc. Ordinary Shares▲ Buy

$15.0K–$50.0K

76d latetraded 2021-07-01PTR ↗

2021-09-15MSFTBuyHern Family Foundation JT Microsoft Corporation▲ Buy

$100K–$250K

56d latetraded 2021-07-21PTR ↗

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

$50.0K–$100K

47d latetraded 2021-07-30PTR ↗

2021-09-15—Hern Family Foundation JT NlAND REAl ESTATE INCOME TR I COM▲ Buy

$1.00K–$15.0K

51d latetraded 2021-07-26PTR ↗

2021-09-15—Dividend Reinvestment JT Pioneer Natural Resources Company▲ Buy

$1.00K–$15.0K

63d latetraded 2021-07-14PTR ↗

2021-09-15PTCBuyDividend Reinvestment JT PTC Inc.▲ Buy

$15.0K–$50.0K

56d latetraded 2021-07-21PTR ↗

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

$50.0K–$100K

56d latetraded 2021-07-21PTR ↗

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

$500K–$1.00M

47d latetraded 2021-07-30PTR ↗

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

$1.00K–$15.0K

70d latetraded 2021-07-07PTR ↗

2021-09-15TXNHoldDividend Reinvestment JT Texas Instruments Incorporated▲ Buy

$100K–$250K

56d latetraded 2021-07-21PTR ↗

2021-09-15TMOHoldHern Family Foundation JT Thermo Fisher Scientific Inc▲ Buy

$50.0K–$100K

56d latetraded 2021-07-21PTR ↗

2021-09-15ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$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 09/01/2026▲ Buy

$250K–$500K

19d lagtraded 2021-08-27PTR ↗

2021-09-15COSTHold20019490 -- 1 of 3 -- JT Costco Wholesale Corporation▲ Buy

$250K–$500K

21d lagtraded 2021-08-25PTR ↗

2021-09-15TIPDividend Reinvestment JT iShares TIPS bond ETF▲ Buy

$1.00K–$15.0K

40d lagtraded 2021-08-06PTR ↗

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

$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 ↗

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

$1.00K–$15.0K

30d lagtraded 2021-08-16PTR ↗

2021-09-15TXNHoldDividend Reinvestment JT Texas Instruments Incorporated▲ Buy

$250K–$500K

21d lagtraded 2021-08-25PTR ↗

2021-09-15TXNHoldHern Family Revocable Trust JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

37d lagtraded 2021-08-09PTR ↗

2021-07-30—2000060811 JT Industrrial Property Trust Inc Class A▼ Sell

$100K–$250K

568d latetraded 2020-01-09PTR ↗

2021-07-14ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$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 ↗

2021-07-14DVNBuyBrokerage Investment Account JT Devon Energy Corporation▲ Buy

$1.00K–$15.0K

14d lagtraded 2021-06-30PTR ↗

2021-07-14XOMHoldBrokerage Investment Account JT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

34d lagtraded 2021-06-10PTR ↗

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

$1.00K–$15.0K

27d lagtraded 2021-06-17PTR ↗

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

$50.0K–$100K

19d lagtraded 2021-06-25PTR ↗

2021-07-14JNJHold20019089 -- 1 of 3 -- JT Johnson & Johnson▲ Buy

$250K–$500K

19d lagtraded 2021-06-25PTR ↗

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

$250K–$500K

19d lagtraded 2021-06-25PTR ↗

2021-07-14LINHoldBrokerage Investment Account JT Linde plc Ordinary Share▲ Buy

$100K–$250K

19d lagtraded 2021-06-25PTR ↗

2021-07-14MASIBrokerage Investment Account JT Masimo Corporation▲ Buy

$100K–$250K

19d lagtraded 2021-06-25PTR ↗

2021-07-14MASIBrokerage Investment Account JT Masimo Corporation▲ Buy

$15.0K–$50.0K

19d lagtraded 2021-06-25PTR ↗

2021-07-14MSFTBuyHern Family Foundation JT Microsoft Corporation▲ Buy

$250K–$500K

19d lagtraded 2021-06-25PTR ↗

2021-07-14MSFTBuyBrokerage Investment Account JT Microsoft Corporation▲ Buy

$100K–$250K

19d lagtraded 2021-06-25PTR ↗

2021-07-14MSFTBuyBrokerage Investment Account JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

34d lagtraded 2021-06-10PTR ↗

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

$1.00K–$15.0K

29d lagtraded 2021-06-15PTR ↗

2021-07-14PSXHold-- 2 of 3 -- JT Phillips 66▲ Buy

$15.0K–$50.0K

19d lagtraded 2021-06-25PTR ↗

2021-07-14—Hern Family Foundation JT Pioneer Natural Resources Company▲ Buy

$500K–$1.00M

35d lagtraded 2021-06-09PTR ↗

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

$1.00K–$15.0K

16d lagtraded 2021-06-28PTR ↗

2021-06-15ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-05-14PTR ↗

2021-06-15AHCObuy DC AdaptHealth Corp. - Class A▲ Buy

$1.00K–$15.0K

26d lagtraded 2021-05-20PTR ↗

2021-06-15ADBEBuybuy JT Adobe Inc.▲ Buy

$250K–$500K

26d lagtraded 2021-05-20PTR ↗

2021-06-15BSXBuybuy open DC Boston Scientific Corporation▲ Buy

$1.00K–$15.0K

26d lagtraded 2021-05-20PTR ↗

2021-06-15CDNSHoldBuy 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 ↗

2021-06-15EMRHoldbuy JT Emerson Electric Company▲ Buy

$250K–$500K

28d lagtraded 2021-05-18PTR ↗

2021-06-15—buy DC Exact Sciences Corporation▲ Buy

$1.00K–$15.0K

26d lagtraded 2021-05-20PTR ↗

2021-06-15—buy JT Exact Sciences Corporation▲ Buy

$50.0K–$100K

26d lagtraded 2021-05-20PTR ↗

2021-06-15FCXHoldBuy JT Freeport-McMoRan, Inc.▲ Buy

$100K–$250K

28d lagtraded 2021-05-18PTR ↗

2021-06-15HONHoldbuy JT Honeywell International Inc.▲ Buy

$250K–$500K

28d lagtraded 2021-05-18PTR ↗

2021-06-15ICLRbuy JT ICON plc - Ordinary Shares▲ Buy

$100K+

28d lagtraded 2021-05-18PTR ↗

2021-06-15IQVHoldBuy JT IQVIA Holdings, Inc.▲ Buy

$100K–$250K

28d lagtraded 2021-05-18PTR ↗

2021-06-15IQVHoldBuy 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 Partnership▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-05-14PTR ↗

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

$250K–$500K

28d lagtraded 2021-05-18PTR ↗

2021-06-15OKEHoldBuy JT ONEOK, Inc.▲ Buy

$1.00K–$15.0K

20d lagtraded 2021-05-26PTR ↗

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

$100K–$250K

28d lagtraded 2021-05-18PTR ↗

2021-06-15PRGSBuy JT Progress Software Corporation▲ Buy

$50.0K–$100K

20d lagtraded 2021-05-26PTR ↗

2021-06-15PTCBuyBuy JT PTC Inc.▲ Buy

$50.0K–$100K

20d lagtraded 2021-05-26PTR ↗

2021-06-15ROKSellBuy JT Rockwell Automation, Inc.▲ Buy

$250K–$500K

28d lagtraded 2021-05-18PTR ↗

2021-06-15TXNHoldbuy JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

29d lagtraded 2021-05-17PTR ↗

2021-06-15VUZIDividend Reinvestment JT Vuzix Corporation▲ Buy

$15.0K–$50.0K

28d lagtraded 2021-05-18PTR ↗

2021-06-15VUZIBuy DC Vuzix Corporation▲ Buy

$1.00K–$15.0K

26d lagtraded 2021-05-20PTR ↗

2021-05-17—JT FS ENERgY & POWER FUND COMMON▲ Buy

$1.00K–$15.0K

28d lagtraded 2021-04-19PTR ↗

2021-05-17—Dividend Reinvestment JT FS KKR CAP CORP II COM▲ Buy

$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 CPN▲ Buy

$1.00M–$5.00M

17d lagtraded 2021-04-30PTR ↗

2021-04-09DVNBuyJT Devon Energy Corporation▲ Buy

$1.00K–$15.0K

9d lagtraded 2021-03-31PTR ↗

2021-04-09XOMHoldDividend Reinvestment JT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

30d lagtraded 2021-03-10PTR ↗

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

$1.00K–$15.0K

15d lagtraded 2021-03-25PTR ↗

2021-04-09MSFTBuyDividend Reinvestment JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

29d lagtraded 2021-03-11PTR ↗

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

$1.00K–$15.0K

11d lagtraded 2021-03-29PTR ↗

2021-03-15ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

31d lagtraded 2021-02-12PTR ↗

2021-03-15—Dividend Reinvestment JT Magellan Midstream Partners L.P. Limited Partnership▲ Buy

$1.00K–$15.0K

31d lagtraded 2021-02-12PTR ↗

2021-03-15OKEHoldDividend Reinvestment JT ONEOK, Inc.▲ Buy

$1.00K–$15.0K

31d lagtraded 2021-02-12PTR ↗

2021-03-15TXNHoldDividend Reinvestment JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-02-08PTR ↗

2021-02-17AIOAllianzgI Artificial Intelligence & Technology Opportunities Fund Common Shares▲ Buy

$1.00K–$15.0K

37d lagtraded 2021-01-11PTR ↗

2021-02-17—Dividend Reinvestment JT FS Energy & Power Fund▲ Buy

$1.00K–$15.0K

43d lagtraded 2021-01-05PTR ↗

2021-02-17—Dividend Reinvestment JT FS KKR Capital Corp. II▲ Buy

$1.00K–$15.0K

37d lagtraded 2021-01-11PTR ↗

2021-01-15XOMHoldJT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

36d lagtraded 2020-12-10PTR ↗

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

$1.00K–$15.0K

29d lagtraded 2020-12-17PTR ↗

2021-01-15MSFTBuyDividend Reinvestment JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

36d lagtraded 2020-12-10PTR ↗

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

$1.00K–$15.0K

18d lagtraded 2020-12-28PTR ↗

2020-12-14ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

31d lagtraded 2020-11-13PTR ↗

2020-12-14BDXHoldDividend Reinvestment JT Becton, Dickinson and Company▼ Sell

$1.00K–$15.0K

25d lagtraded 2020-11-19PTR ↗

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

$1.00K–$15.0K

31d lagtraded 2020-11-13PTR ↗

2020-12-14—Reinvestment of ROC Distribution JT N1 LIQUIDATINg TR▼ Sell

$1.00K–$15.0K

41d lagtraded 2020-11-03PTR ↗

2020-12-14OKEHoldasset 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 ↗

2020-12-14TXNHoldKevin Hern Insurance Trust JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

28d lagtraded 2020-11-16PTR ↗

2020-11-14BAHoldJT Boeing Company▲ Buy

$1.00K–$15.0K

29d lagtraded 2020-10-16PTR ↗

2020-11-14—Hern Family Foundation JT Franklin Square Energy & Power fund▲ Buy

$1.00K–$15.0K

31d lagtraded 2020-10-14PTR ↗

2020-11-14—Dividend Reinvestment JT FS KKR Capital Corp II▲ Buy

$1.00K–$15.0K

44d lagtraded 2020-10-01PTR ↗

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

$1.00K–$15.0K

29d lagtraded 2020-10-16PTR ↗

2020-11-14JNJHoldHern Family Foundation JT Johnson & Johnson▲ Buy

$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 ↗

2020-11-14MCDHoldHern Family Foundation JT McDonald's Corporation▲ Buy

$1.00K–$15.0K

29d lagtraded 2020-10-16PTR ↗

2020-11-14NEEHoldHern 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 MTN▼ Sell

$250K–$500K

44d lagtraded 2020-09-01PTR ↗

2020-10-15XOMHoldFull Call of the MTN by Barclays JT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

35d lagtraded 2020-09-10PTR ↗

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

$1.00K–$15.0K

28d lagtraded 2020-09-17PTR ↗

2020-10-15MSFTBuyDividend Reinvestment JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

35d lagtraded 2020-09-10PTR ↗

2020-10-15—Dividend Reinvest JT MORgAN STANLEY FIN LLC SER A MTN▲ Buy

$250K–$500K

27d lagtraded 2020-09-18PTR ↗

2020-10-15WMBHold20017527 -- 1 of 2 -- JT Williams Companies, Inc.▲ Buy

$1.00K–$15.0K

17d lagtraded 2020-09-28PTR ↗

2020-09-15ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

32d lagtraded 2020-08-14PTR ↗

2020-09-15—Dividend Reinvesment JT Magellan Midstream Partners l.P. limited Partnership▲ Buy

$1.00K–$15.0K

32d lagtraded 2020-08-14PTR ↗

2020-09-15OKEHolddividend reinvestment JT ONEOK, Inc.▲ Buy

$1.00K–$15.0K

32d lagtraded 2020-08-14PTR ↗

2020-09-15TXNHolddividend reinvestment JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

29d lagtraded 2020-08-17PTR ↗

2020-08-15ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

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

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

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

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15CARRHoldKevin Hern Insurance Trust JT Carrier global Corporation▼ Sell

$1.00K–$15.0K

24d lagtraded 2020-07-22PTR ↗

2020-08-15KOHoldKevin Hern Insurance Trust JT Coca-Cola Company▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15CMCSAKevin Hern Insurance Trust JT Comcast Corporation - Class A▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15COSTHoldKevin Hern Insurance Trust JT Costco Wholesale Corporation▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15CRBuyKevin 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 Corporation▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15XOMHoldKevin Hern Insurance Trust JT Exxon Mobil Corporation▼ Sell

$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 ↗

2020-08-15HDHold1035 exchange into Jackson National EA variable annuity JT Home Depot, Inc.▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15HONHoldKevin 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 Shares▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15INTCSellKevin Hern Insurance Trust JT Intel Corporation▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

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

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15ICEBuyKevin 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 ↗

2020-08-15JNJHold1035 exchange from AXA variable annuity JT Johnson & Johnson▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

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

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15LMTHoldKevin Hern Insurance Trust JT Lockheed Martin Corporation▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15LOWHoldKevin 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 ↗

2020-08-15MDTBuyKevin Hern Insurance Trust JT Medtronic plc. Ordinary Shares▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15MSFTBuyKevin Hern Insurance Trust JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15MDLZHoldKevin Hern Insurance Trust JT Mondelez International, Inc. - Class A▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15NEEHoldKevin 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 Ag▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

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

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15OTISHoldKevin Hern Insurance Trust JT Otis Worldwide Corporation▼ Sell

$1.00K–$15.0K

24d lagtraded 2020-07-22PTR ↗

2020-08-15PHHoldHern Family Foundation JT Parker-Hannifin Corporation▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15PSXHoldKevin Hern Insurance Trust JT Phillips 66▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15RTXHoldKevin Hern Insurance Trust JT Raytheon Technologies Corporation▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

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

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15CRMBuyKevin Hern Insurance Trust JT Salesforce.com Inc▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15SHWHoldKevin Hern Insurance Trust JT Sherwin-Williams Company▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15TXNHoldKevin Hern Insurance Trust JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

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

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15VFCHoldKevin Hern Insurance Trust JT V.F. Corporation▲ Buy

$1.00K–$15.0K

19d lagtraded 2020-07-27PTR ↗

2020-08-15VHoldKevin 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 ↗

2020-07-20XOMHolddential VA and 1035 exchange into Jackson National VA JT Exxon Mobil Corporation▲ Buy

$1.00K–$15.0K

40d lagtraded 2020-06-10PTR ↗

2020-07-20—20016983 -- 1 of 3 -- JT JNl ISHARES TACTICAl gROWTH▲ Buy

$100K–$250K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/FIRST STATE glOBAl INFRASTRuCTuRE▲ Buy

$50.0K–$100K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/FRANKlIN TEMP glBlMulTIBOND▲ Buy

$50.0K–$100K

39d lagtraded 2020-06-11PTR ↗

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

$100K–$250K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/JPMORgAN HEDgED EQuITY▲ Buy

$50.0K–$100K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/MC INFO TECH SECTOR▲ Buy

$50.0K–$100K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/MEllON EQuITY INCOME▲ Buy

$100K–$250K

39d lagtraded 2020-06-11PTR ↗

2020-07-20—From Prudential 1035 exchange JT JNl/MEllON NASDAQ 100 INDEX▲ Buy

$100K–$250K

39d lagtraded 2020-06-11PTR ↗

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

$100K–$250K

39d lagtraded 2020-06-11PTR ↗

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

$50.0K–$100K

39d lagtraded 2020-06-11PTR ↗

2020-07-20MSFTBuyFrom Prudential 1035 exchange JT Microsoft Corporation▲ Buy

$1.00K–$15.0K

39d lagtraded 2020-06-11PTR ↗

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

$1.00K–$15.0K

21d lagtraded 2020-06-29PTR ↗

2020-06-16ACNBuyJT Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

32d lagtraded 2020-05-15PTR ↗

2020-06-16—Dividend Reinvestment JT Magellan Midstream Partners l.P. limited Partnership▲ Buy

$1.00K–$15.0K

32d lagtraded 2020-05-15PTR ↗

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

$1.00K–$15.0K

33d lagtraded 2020-05-14PTR ↗

2020-06-16TXNHoldDividiend Reinvestment JT Texas Instruments Incorporated▲ Buy

$1.00K–$15.0K

29d lagtraded 2020-05-18PTR ↗

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

$50.0K–$100K

81d latetraded 2020-02-24PTR ↗

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

$50.0K–$100K

21d lagtraded 2020-04-24PTR ↗

2019-09-16—New Purchase JT JNl / Franklin Templeton global bond▲ Buy

$50.0K–$100K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl FAMCO Flec Core Coverd Call▲ Buy

$50.0K–$100K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl ishares Tactical growth▲ Buy

$100K–$250K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl s&P Dividend Income and growth▲ Buy

$100K–$250K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl/Firststate global Infrastructure▲ Buy

$50.0K–$100K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl/Mellon Equity Income▲ Buy

$100K–$250K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl/Mellon Information Technoloty sector▲ Buy

$50.0K–$100K

25d lagtraded 2019-08-22PTR ↗

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

$100K–$250K

25d lagtraded 2019-08-22PTR ↗

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

$100K–$250K

25d lagtraded 2019-08-22PTR ↗

2019-09-16—new purchase JT JNl/PIMCO Investment grade bond fund▲ Buy

$50.0K–$100K

25d lagtraded 2019-08-22PTR ↗

2019-04-11—Hern Family Revocable Trust JT Fs Energy & Power Fund▲ Buy

$1.00K–$15.0K

38d lagtraded 2019-03-04PTR ↗

2019-04-11—Hern Family Revocable Trust JT Fs Investment Corp II Com▲ Buy

$1.00K–$15.0K

38d lagtraded 2019-03-04PTR ↗

2019-03-12—Hern Family Revocable Trust JT Fs Energy & Power Fund Common▲ Buy

$1.00K–$15.0K

35d lagtraded 2019-02-05PTR ↗

2019-03-12—Hern Family Revocable Trust JT Fs Investment Corp II Com▲ Buy

$1.00K–$15.0K

35d lagtraded 2019-02-05PTR ↗

2019-02-15—Interest▲ Buy

$1.00K–$15.0K

36d lagtraded 2019-01-10PTR ↗

2019-02-15—Interest▲ Buy

$1.00K–$15.0K

43d lagtraded 2019-01-03PTR ↗

2019-02-15—Hern Family Revocable Trust JT JNL ishares Tactical growth▲ Buy

$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 Call▲ Buy

$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 Infrastructure▲ Buy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-02-15—ate global Infrastructure fund JT JNL/Franklin Templeton global Multisector Bond▲ Buy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

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

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-02-15—100 Index▲ Buy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

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

$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 Bond▲ Buy

$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 & growth▲ Buy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-02-15—-- 2 of 3 -- JT JNL/The Boston Company Equity Income▲ Buy

$1.00K–$15.0K

23d lagtraded 2019-01-23PTR ↗

2019-01-15—Interest▲ Buy

$1.00K–$15.0K

12d lagtraded 2019-01-03PTR ↗

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

$1.00K–$15.0K

42d lagtraded 2018-12-04PTR ↗

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

$1.00K–$15.0K

42d lagtraded 2018-12-04PTR ↗

2019-01-15—Interest▲ Buy

$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).