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Portrait of Neal Patrick MD, Facs Dunn

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Neal Patrick MD, Facs Dunn

U.S. Representative · FL-02 · R

82 disclosed trades · amounts shown as reported ranges.

View original disclosure ↗
Published transactions82
Buys51
Sells25
Filings20

Disclosed transactions

Showing 1–50 of 82 transactions.

TradedStock / assetTypeOwnerAmountFiling
Mon, May 11, 2026 T-PA AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A Sell — $15,001 - $50,000 house_20034815 ↗
Mon, May 11, 2026 — JP Morgan Chase & Co Depositary Shares Preferred Series GG Sell — $50,001 - $100,000 house_20034815 ↗
Mon, May 11, 2026 RF-PE Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E Sell — $50,001 - $100,000 house_20034815 ↗
Mon, Feb 2, 2026 CADE-PA Cadence Bank 5.50% Series A Exchange — $1,001 - $15,000 house_20034114 ↗
Mon, Feb 2, 2026 HBANZ Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock Exchange — $1,001 - $15,000 house_20034114 ↗
Thu, Sep 4, 2025 JPM J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] Sell — $1,001 - $15,000 house_20032191 ↗
Mon, Jun 2, 2025 — Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] Buy — $1,001 - $15,000 house_20030735 ↗
Mon, Mar 3, 2025 — Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] Buy — $1,001 - $15,000 house_20029068 ↗
Tue, Dec 24, 2024 MSTR MicroStrategy Incorporated - Class A Common Stock Buy SP $15,001 - $50,000 house_20027895 ↗
Fri, May 5, 2023 CADE-PA Cadence Bank 5.50% Series A Buy — $1,001 - $15,000 house_20023022 ↗
Fri, May 5, 2023 COF-PI Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer Buy — $1,001 - $15,000 house_20023022 ↗
Fri, May 5, 2023 JPM-PJ J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG Buy — $1,001 - $15,000 house_20023022 ↗
Fri, May 5, 2023 KEY-PJ KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F Buy — $1,001 - $15,000 house_20023022 ↗
Fri, May 5, 2023 RF-PE Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E Buy — $1,001 - $15,000 house_20023022 ↗
Fri, May 5, 2023 TFC-PR Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock Buy — $1,001 - $15,000 house_20023022 ↗
Fri, May 5, 2023 USB-PP U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock Buy — $1,001 - $15,000 house_20023022 ↗
Fri, May 5, 2023 WFC-PD Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD Buy — $1,001 - $15,000 house_20023022 ↗
Fri, May 5, 2023 WFC-PY Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y Buy — $1,001 - $15,000 house_20023022 ↗
Thu, Jan 5, 2023 KEY-PJ KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F Sell — $1,001 - $15,000 house_20022361 ↗
Thu, Jan 5, 2023 RF-PA Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A Sell — $1,001 - $15,000 house_20022361 ↗
Thu, Jan 5, 2023 SO Southern Company Sell — $15,001 - $50,000 house_20022361 ↗
Mon, Aug 15, 2022 T-PA AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A Buy — $15,001 - $50,000 house_20021600 ↗
Mon, Aug 15, 2022 CADE-PA Cadence Bank 5.50% Series A Buy — $1,001 - $15,000 house_20021600 ↗
Mon, Aug 15, 2022 COF-PI Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer Buy — $15,001 - $50,000 house_20021600 ↗
Mon, Aug 15, 2022 JPM-PJ J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG Buy — $15,001 - $50,000 house_20021600 ↗
Mon, Aug 15, 2022 KEY-PJ KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F Buy — $15,001 - $50,000 house_20021600 ↗
Mon, Aug 15, 2022 RF-PE Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E Buy — $15,001 - $50,000 house_20021600 ↗
Mon, Aug 15, 2022 TFC-PR Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock Buy — $15,001 - $50,000 house_20021600 ↗
Mon, Aug 15, 2022 USB-PP U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock Buy — $15,001 - $50,000 house_20021600 ↗
Mon, Aug 15, 2022 WFC-PY Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y Buy — $15,001 - $50,000 house_20021600 ↗
Wed, Aug 10, 2022 CADE-PA Cadence Bank 5.50% Series A Buy — $15,001 - $50,000 house_20021600 ↗
Wed, Aug 10, 2022 COF-PI Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer Buy — $15,001 - $50,000 house_20021600 ↗
Wed, Aug 10, 2022 JPM-PJ J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG Buy — $15,001 - $50,000 house_20021600 ↗
Wed, Aug 10, 2022 KEY-PJ KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F Buy — $15,001 - $50,000 house_20021600 ↗
Wed, Aug 10, 2022 KEY-PJ KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F Buy — $1,001 - $15,000 house_20021600 ↗
Wed, Aug 10, 2022 RF-PE Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E Buy — $1,001 - $15,000 house_20021600 ↗
Wed, Aug 10, 2022 RF-PE Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E Buy — $15,001 - $50,000 house_20021600 ↗
Wed, Aug 10, 2022 WFC-PY Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y Buy — $15,001 - $50,000 house_20021600 ↗
Thu, Mar 11, 2021 — The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST] Sell — $100,001 - $250,000 house_20018369 ↗
Mon, Feb 22, 2021 — bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST] Buy — $1,001 - $15,000 house_20018369 ↗
Tue, Dec 15, 2020 BXS BancorpSouth Bank Sell — $250,001 - $500,000 house_20018007 ↗
Tue, Dec 15, 2020 BXS The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 BancorpSouth Bank Sell — $50,001 - $100,000 house_20018007 ↗
Tue, Dec 15, 2020 BXS IRA #1 BancorpSouth Bank Sell — $50,001 - $100,000 house_20018007 ↗
Tue, Dec 15, 2020 WFC IRA #2 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) [ST] Sell — $15,001 - $50,000 house_20018007 ↗
Wed, Jul 1, 2020 BXS bancorpSouth bank (bXS) [ST] Buy — $1,001 - $15,000 house_20016943 ↗
Mon, Jun 22, 2020 — The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) [ST] Buy — $50,001 - $100,000 house_20016943 ↗
Tue, May 26, 2020 BAC bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (bAC$K) [ST] Sell — $1,001 - $15,000 house_20016690 ↗
Tue, May 26, 2020 — The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g) [ST] Sell — $1,001 - $15,000 house_20016690 ↗
Tue, May 26, 2020 WFC The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) [ST] Sell — $1,001 - $15,000 house_20016690 ↗
Wed, Apr 1, 2020 BXS bancorpSouth bank (bXS) [ST] Buy — $1,001 - $15,000 house_20016504 ↗

Assets traded

Transaction counts from published filings; this is not a current holdings portfolio.

BXS · 22RF-PE · 5KEY-PJ · 5CADE-PA · 4BAC · 4COF-PI · 3JPM-PJ · 3WFC-PY · 3WFC · 3T-PA · 2TFC-PR · 2USB-PP · 2HBANZ · 1JPM · 1MSTR · 1WFC-PD · 1RF-PA · 1SO · 1