Neal Patrick MD, Facs DunnHouse

U.S. Representative · FL-02 · R · 2019-01 → 2026-05

Chamber
House
Party
R
State
FL
Trades
85 (53 buys · 26 sells)
Estimated volume
$8.3M
Late filings
2% (2 of 85)
Median filing lag
29 days
Outperformance rank
#137 of 143 ranked

Estimated portfolio

Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.

Headlines

Portfolio value
$478K
from $583K cost
Estimated gain
-$105K
Down 18%
Versus the S&P 500
-$551K
SPY would hold $1.0M
Positions
12
from 30 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
KEY-PJKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F
2022-08-10$81K$67K-17%14%
2
JPM-PJJ 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
2022-08-10$81K$62K-23%13%
3
RF-PERegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E
2022-08-10$81K$61K-24%13%
4
WFC-PYWells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y
2022-08-10$73K$60K-18%13%
5
COF-PICapital 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
2022-08-10$73K$54K-26%11%
6
BACBank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K)
2019-01-14$24K$45K+87%9%
7
USB-PPU.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock
2022-08-15$41K$33K-18%7%
8
TFC-PRTruist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock
2022-08-15$41K$32K-20%7%
9
T-PAAT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A
2022-08-15$33K$23K-29%5%
10
WFC-PDWells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD
2023-05-05$16K$14K-11%3%
11
WFCRaymond James IRA #1 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V)
2019-01-14$8K$14K+73%3%
12
MSTRMicroStrategy Incorporated - Class A Common Stock
2024-12-24$33K$12K-64%2%

Trades that mattered most

These 8 buys explain 47% of their result against the S&P 500.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1COF-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
2022-08-104.2y$15K-50K-28%-103%
2RF-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
2022-08-104.2y$15K-50K-27%-101%
3T-PA
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A
2022-08-154.2y$15K-50K-29%-100%
4COF-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
2022-08-154.2y$15K-50K-28%-99%
5JPM-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
2022-08-104.2y$15K-50K-24%-99%
6RF-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
2022-08-154.2y$15K-50K-27%-98%
7KEY-PJ
KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F
2022-08-104.2y$15K-50K-21%-96%
8JPM-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
2022-08-154.2y$15K-50K-24%-95%

Returns by stock

Each stock's return since they bought it, next to the S&P 500 over the same days.

#StockTradesBuys / sellsBeat S&P 500Stock returnS&P 500
1RF-PE54/10 of 4-24%+73%
2JPM-PJ44/00 of 4-23%+74%
3KEY-PJ54/10 of 4-17%+73%
4COF-PI33/00 of 3-26%+74%
5WFC-PY33/00 of 3-18%+73%
6TFC-PR22/00 of 2-20%+72%
7USB-PP22/00 of 2-18%+72%
8T-PA21/10 of 1-29%+71%
9MSTR11/00 of 1-64%+22%
10BAC43/10 of 3+87%+186%
11WFC-PD22/00 of 2-11%+78%
12WFC31/20 of 1+73%+186%
13CADE-PA43/0———
14HBANZ10/0———
15JPM10/1———

Committees

Sits onEnergy and Commerce HouseChina (select) House

Trades in lobbying companies2 of 4 stock trades since January 2025
StockLobbied onLobbying 2025Trades
JPMH.R. 8818 American Privacy Rights Act of 2024$4.4M1
T-PAH.R. 5074 Protecting Young Minds Online Act +2$10M1

More on lobbying

Trades by month

Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.

BuysSells

All trades

85 of 85

T-PAAT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A
2026-05-11 → 2026-06-23 · 43d
—JP Morgan Chase & Co Depositary Shares Preferred Series GG
Preferred Stock
2026-05-11 → 2026-06-23 · 43d
RF-PERegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E
2026-05-11 → 2026-06-23 · 43d
CADE-PACadence Bank 5.50% Series A
Received Huntington Banc Shares Series-L in exchange for asset listed above due to corporate action.
2026-02-02 → 2026-03-17 · 43d
HBANZHuntington Bancshares Incorporated - Depositary Shares L Preferred Stock
Received asset listed above in exchange for Cadence Bank Preferred Shares due to corporate action.
2026-02-02 → 2026-03-17 · 43d
JPMJ 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$J)
Held at Morgan Stanley
2025-09-04 → 2025-10-01 · 27d
—Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I)
Held at Merrill Lynch
2025-06-02 → 2025-08-13 · 72d late
—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)
Held at Merrill Lynch
2025-03-03 → 2025-04-03 · 31d
MSTRMicroStrategy Incorporated - Class A Common Stock
Held at Merrill Lynch
2024-12-24 → 2025-03-10 · 76d late
CADE-PACadence Bank 5.50% Series A
2023-05-05 → 2023-05-26 · 21d
COF-PICapital 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
2023-05-05 → 2023-05-26 · 21d
JPM-PJJ 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
2023-05-05 → 2023-05-26 · 21d
JPM-PJJ 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
2023-05-05 → 2023-05-26 · 21d
KEY-PJKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F
2023-05-05 → 2023-05-26 · 21d
RF-PERegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E
2023-05-05 → 2023-05-26 · 21d
TFC-PRTruist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock
2023-05-05 → 2023-05-26 · 21d
USB-PPU.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock
2023-05-05 → 2023-05-26 · 21d
WFC-PDWells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD
2023-05-05 → 2023-05-26 · 21d
WFC-PDWells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD
2023-05-05 → 2023-05-26 · 21d
WFC-PYWells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y
2023-05-05 → 2023-05-26 · 21d
KEY-PJKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F
2023-01-05 → 2023-02-17 · 43d
RF-PARegions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A
2023-01-05 → 2023-02-17 · 43d
SOSouthern Company
2023-01-05 → 2023-02-17 · 43d
SOSouthern Company
2023-01-05 → 2023-02-17 · 43d
T-PAAT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A
2022-08-15 → 2022-09-09 · 25d
CADE-PACadence Bank 5.50% Series A
2022-08-15 → 2022-09-09 · 25d
COF-PICapital 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
2022-08-15 → 2022-09-09 · 25d
JPM-PJJ 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
2022-08-15 → 2022-09-09 · 25d
KEY-PJKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F
2022-08-15 → 2022-09-09 · 25d
RF-PERegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E
2022-08-15 → 2022-09-09 · 25d
TFC-PRTruist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock
2022-08-15 → 2022-09-09 · 25d
USB-PPU.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock
2022-08-15 → 2022-09-09 · 25d
WFC-PYWells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y
2022-08-15 → 2022-09-09 · 25d
CADE-PACadence Bank 5.50% Series A
2022-08-10 → 2022-09-09 · 30d
COF-PICapital 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
2022-08-10 → 2022-09-09 · 30d
JPM-PJJ 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
2022-08-10 → 2022-09-09 · 30d
KEY-PJKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F
2022-08-10 → 2022-09-09 · 30d
KEY-PJKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F
2022-08-10 → 2022-09-09 · 30d
RF-PERegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E
2022-08-10 → 2022-09-09 · 30d
RF-PERegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E
2022-08-10 → 2022-09-09 · 30d
WFC-PYWells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y
2022-08-10 → 2022-09-09 · 30d
—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
2021-03-11 → 2021-03-24 · 13d
—bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
2021-02-22 → 2021-03-24 · 30d
BXSBancorpSouth Bank
2020-12-15 → 2021-01-15 · 31d
BXSThe Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 BancorpSouth Bank
2020-12-15 → 2021-01-15 · 31d
BXSIRA #1 BancorpSouth Bank
2020-12-15 → 2021-01-15 · 31d
WFCIRA #2 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V)
2020-12-15 → 2021-01-15 · 31d
BXSbancorpSouth bank
2020-07-01 → 2020-07-18 · 17d
—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A)
2020-06-22 → 2020-07-18 · 26d
BACbank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (bAC$K)
2020-05-26 → 2020-06-23 · 28d
—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$g)
2020-05-26 → 2020-06-23 · 28d
WFCThe Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V)
2020-05-26 → 2020-06-23 · 28d
BXSbancorpSouth bank
2020-04-01 → 2020-05-01 · 30d
BXSBancorpsouth Bank
2020-02-20 → 2020-03-19 · 28d
BXSbancorpSouth bank
2019-12-30 → 2020-01-30 · 31d
BXSThe Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 bancorpSouth bank
2019-12-30 → 2020-01-30 · 31d
BXSRaymond James IRA #1 bancorpSouth bank
2019-12-30 → 2020-01-30 · 31d
BXSbancorpSouth bank
2019-12-12 → 2020-01-20 · 39d
BXSLeah O Dunn IRA bancorpSouth bank
2019-12-12 → 2020-01-20 · 39d
BXSThe Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 bancorpSouth bank
2019-12-12 → 2020-01-20 · 39d
BXSRaymond James IRA #1 bancorpSouth bank
2019-12-12 → 2020-01-20 · 39d
—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
2019-11-19 → 2019-12-11 · 22d
—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
2019-11-18 → 2019-12-11 · 23d
—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
2019-11-15 → 2019-12-11 · 26d
—Raymond James IRA #1 bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
2019-11-15 → 2019-12-11 · 26d
—Raymond James IRA #2 SPbancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
2019-11-15 → 2019-12-11 · 26d
—Raymond James IRA #3 bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
2019-11-15 → 2019-12-11 · 26d
BXSRaymond James IRA #3 bancorpSouth bank
2019-11-12 → 2019-12-11 · 29d
BXSRaymond James IRA #1 bancorpSouth bank
2019-11-12 → 2019-12-11 · 29d
BXSRaymond James IRA #2 bancorpSouth bank
2019-11-12 → 2019-12-11 · 29d
BXSbancorpSouth bank
2019-11-11 → 2019-12-11 · 30d
BXSRaymond James IRA #1 bancorpSouth bank
2019-11-11 → 2019-12-11 · 30d
BXSbancorpSouth bank
2019-11-11 → 2019-12-11 · 30d
—BB&T Corporation Depositary shares Representing 1/1000th Perpetual Preferred series D (BBT$D)
2019-09-01 → 2019-09-30 · 29d
BXSThe Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 LoCaTIoN: Panama City, FL, Us for shares of Bancorpsouth Bank
2019-09-01 → 2019-09-30 · 29d
BXSRaymond James IRa #1 LoCaTIoN: Panama City, FL, Us for shares of Bancorpsouth Bank
2019-09-01 → 2019-09-30 · 29d
BXSRaymond James IRa #2 LoCaTIoN: Panama City, FL, Us for shares of Bancorpsouth Bank
2019-09-01 → 2019-09-30 · 29d
BACBank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K)
2019-01-14 → 2019-02-07 · 24d
BACThe Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 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$K)
2019-01-14 → 2019-02-07 · 24d
BACRaymond James IRA #1 Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K)
2019-01-14 → 2019-02-07 · 24d
—Raymond James IRA #4 BB&T Corporation Depositary Shares Representing 1/1000th Perpetual Preferred Series D (BBT$D)
2019-01-14 → 2019-02-07 · 24d
—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 BB&T Corporation Depositary Shares Representing 1/1000th Perpetual Preferred Series D (BBT$D)
2019-01-14 → 2019-02-07 · 24d
—Raymond James IRA #1 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$G)
2019-01-14 → 2019-02-07 · 24d
—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$G)
2019-01-14 → 2019-02-07 · 24d
WFCRaymond James IRA #1 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)
2019-01-14 → 2019-02-07 · 24d