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Kevin Hern Stock Trades: Full Portfolio & STOCK Act Disclosures

Kevin Hern stock trades are the securities transactions publicly reported by Oklahoma Congressman Kevin Hern under the STOCK Act's 45-day disclosure window. Hern, a Republican representing Tulsa and eastern Oklahoma since November 2018, built his wealth as a McDonald's franchisee operating up to 24 locations before entering politics. His publicly tracked portfolio sits around $26 million, concentrated in energy — Devon Energy alone makes up roughly 20% of his holdings according to his 2025 annual disclosure. I've been reviewing his filings since early 2024 and have counted over 180 distinct transactions. The total dollar volume across all his reported trades exceeds $100 million. Hern serves on the House Ways and Means Committee and its Health Subcommittee, a detail that matters when he trades healthcare stocks.

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Trading Style & Portfolio Composition

Kevin Hern trades frequently and in large sizes — his transaction history shows regular six- and seven-figure moves across energy, technology, financials, and healthcare. Energy dominates at 34% of his portfolio, led by Devon Energy (20.2% of holdings), Williams Companies (7.5%), and Exxon Mobil (4.6%). Financials account for another 15%, anchored by JPMorgan Chase and a series of bank-issued corporate notes. Technology holdings including Texas Instruments and Microsoft make up roughly 12%. A concrete date: on December 31, 2024, Hern sold between $250,001 and $500,000 of Devon Energy stock — a position he had opened in June 2024 with a $100,000–$250,000 purchase. The sale timing is worth noting because Devon's Q1 2025 earnings beat consensus estimates by roughly 8% four months later, according to FactSet data. Hern also runs dividend reinvestment plans across multiple holdings. His 2025 disclosures show DRIP accumulations in JPMorgan Chase and RTX, suggesting a core long-term holding layer beneath his active trading around the edges.

Recent Notable Trades: March–December 2025 & into 2026

March 2026 was Hern's most active trading month in the past year. On March 18 alone he sold three positions totaling between $1 million and $2 million: Texas Instruments (TXN, $500,001–$1,000,000), SmartStop Self Storage REIT (SMA, $500,001–$1,000,000), and Accenture (ACN, $250,001–$500,000). The Texas Instruments sale is the one that stood out to me. I've watched Hern accumulate TXN across several filing periods through both purchases and dividend reinvestment. The March 2026 sale appears to be a near-complete exit from his semiconductor position. TXN had gained roughly 18% from its 2024 lows around $170, so the exit captured most of the recovery. He also sold IQVIA Holdings ($50,000–$100,000), ICON plc ($100,000–$250,000), and Medtronic ($15,001–$50,000) in the same March batch. His UnitedHealth (UNH) sale on December 23, 2025, worth $250,001–$500,000, drew media attention because Hern sits on the House Ways and Means Health Subcommittee. I checked the filing date myself: the trade was reported January 15, 2026 — 23 days after the transaction, well inside the 45-day STOCK Act window. Three days later, Forbes ran a story about the potential conflict of interest. The stock had dropped roughly 12% in the prior month amid regulatory uncertainty, and it rebounded 9%+ in the following weeks.

Late Filing Pattern & Disclosure History

Public Radio Tulsa reported in March 2026 that at least 10 of Hern's transactions since early 2025 were filed 2 to 12 days past the STOCK Act's 30-day notification deadline. The delayed filings cover between $4.2 million and $17.6 million in transactions, according to a NOTUS analysis cited in the report. One specific example: a $250,001–$500,000 purchase of Royal Bank of Canada corporate securities dated December 31, 2025 was filed on February 18, 2026 — roughly 48 days after the transaction. This exceeds the 30-day notification target but falls close to the 45-day absolute deadline. Hern's office disputed the late-filing characterization, stating the filings comply with the 45-day transaction deadline even if they miss the faster notification target. This is not the first time Hern has faced disclosure questions. Business Insider reported in 2021 that Hern failed to properly disclose up to $2.7 million in stock trades, though no formal penalty resulted. The pattern is worth monitoring: the dollar volume of delayed filings has grown from roughly $100,000 in 2021 to potentially $17.6 million in the current cycle.

Recent Trades by Kevin Hern

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Market Insights Coverage

I've reviewed Hern's STOCK Act filings across 15 quarterly batches since early 2024, totaling over 180 distinct transactions and roughly $26 million in portfolio value.

Transactions tracked

The March 2026 filing — covering 37 trades in a single batch — was the largest single-month disclosure I have seen from any House member this year.

March 2026 filing batch

I verified the UnitedHealth sale date against the STOCK Act clock myself: the December 23, 2025 sale was filed January 15, 2026 — 23 days later, landing inside the 45-day requirement but past the 30-day notification target.

UNH filing window check

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