All House members

Neal Patrick MD Facs Dunn

RHouse · FL-2

STOCK Act filings · simulated, not advice.

annual holdings (7)

Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 08/13/2019 → 11/03/2026.

Simulated portfolio
+5.5%
SPY
+186.3%
vs SPY
-180.7%
Simulated portfolioSPYBuySell
Trades
91
Last traded
05/11/2026
Disclosed (est.)
$8.6M
File lag
28 days
AssetTypeAmount rangeTradedFiledTrade → latestFiled+1 → latestFiling
Unmapped
Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E)
Sale
Owner: Self
$50,001 - $100,00005/11/202606/23/2026n/an/a20034815
GG
JP Morgan Chase & Co Depositary Shares Preferred Series GG
Sale
Owner: Self
$50,001 - $100,00005/11/202606/23/2026n/an/a20034815
Unmapped
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)
Sale
Owner: Self
$15,001 - $50,00005/11/202606/23/2026n/an/a20034815
HBANZ
Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ)
Exchange
Owner: Self
$1,001 - $15,00002/02/202603/17/2026n/an/a20034114
Unmapped
Cadence Bank 5.50% Series A (CADE$A)
Exchange
Owner: Self
$1,001 - $15,00002/02/202603/17/2026n/an/a20034114
Unmapped
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)
Sale (partial)
Owner: Self
$1,001 - $15,00009/04/202510/01/2025n/an/a20032191
Unmapped
Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I)
Purchase
Owner: Self
$1,001 - $15,00006/02/202508/13/2025n/an/a20030735
Unmapped
Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I)
Purchase
Owner: Self
$1,001 - $15,00003/03/202504/03/2025n/an/a20029068
MSTR
MicroStrategy Incorporated - Class A Common Stock (MSTR)
Purchase
Owner: Spouse
$15,001 - $50,00012/24/202403/10/2025
-62.1%
vs SPY -90.1%
-48.0%
vs SPY -86.3%
20027895
Unmapped
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D)
Purchase
Owner: Self
$1,001 - $15,00005/05/202305/26/2023n/an/a20023022
Unmapped
U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P)
Purchase
Owner: Self
$1,001 - $15,00005/05/202305/26/2023n/an/a20023022
Unmapped
Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R)
Purchase
Owner: Self
$1,001 - $15,00005/05/202305/26/2023n/an/a20023022
Unmapped
Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E)
Purchase
Owner: Self
$1,001 - $15,00005/05/202305/26/2023n/an/a20023022
Unmapped
KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J)
Purchase
Owner: Self
$1,001 - $15,00005/05/202305/26/2023n/an/a20023022
Unmapped
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)
Purchase
Owner: Spouse
$1,001 - $15,00005/05/202305/26/2023n/an/a20023022
Unmapped
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)
Purchase
Owner: Self
$1,001 - $15,00005/05/202305/26/2023n/an/a20023022
Unmapped
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)
Purchase
Owner: Self
$1,001 - $15,00005/05/202305/26/2023n/an/a20023022
Unmapped
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y)
Purchase
Owner: Self
$1,001 - $15,00005/05/202305/26/2023n/an/a20023022
Unmapped
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D)
Purchase
Owner: Spouse
$1,001 - $15,00005/05/202305/26/2023n/an/a20023022
Unmapped
Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I)
Purchase
Owner: Self
$1,001 - $15,00005/05/202305/26/2023n/an/a20023022
Unmapped
Cadence Bank 5.50% Series A (CADE$A)
Purchase
Owner: Self
$1,001 - $15,00005/05/202305/26/2023n/an/a20023022
SO
Southern Company (SO)
Sale
Owner: Spouse
$15,001 - $50,00001/05/202302/17/2023
-52.2%
vs SPY +56.2%
-61.8%
vs SPY +36.4%
20022361
SO
Southern Company (SO)
Sale
Owner: Self
$15,001 - $50,00001/05/202302/17/2023
-52.2%
vs SPY +56.2%
-61.8%
vs SPY +36.4%
20022361
Unmapped
Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A)
Sale
Owner: Self
$1,001 - $15,00001/05/202302/17/2023n/an/a20022361
Unmapped
KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J)
Sale
Owner: Self
$1,001 - $15,00001/05/202302/17/2023n/an/a20022361
Unmapped
KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J)
Purchase
Owner: Self
$15,001 - $50,00008/15/202209/09/2022n/an/a20021600
Unmapped
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)
Purchase
Owner: Self
$15,001 - $50,00008/15/202209/09/2022n/an/a20021600
Unmapped
Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I)
Purchase
Owner: Self
$15,001 - $50,00008/15/202209/09/2022n/an/a20021600
Unmapped
Cadence Bank 5.50% Series A (CADE$A)
Purchase
Owner: Self
$1,001 - $15,00008/15/202209/09/2022n/an/a20021600
Unmapped
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y)
Purchase
Owner: Self
$15,001 - $50,00008/15/202209/09/2022n/an/a20021600
Unmapped
U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P)
Purchase
Owner: Self
$15,001 - $50,00008/15/202209/09/2022n/an/a20021600
Unmapped
Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R)
Purchase
Owner: Self
$15,001 - $50,00008/15/202209/09/2022n/an/a20021600
Unmapped
Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E)
Purchase
Owner: Self
$15,001 - $50,00008/15/202209/09/2022n/an/a20021600
Unmapped
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)
Purchase
Owner: Self
$15,001 - $50,00008/15/202209/09/2022n/an/a20021600
Unmapped
KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J)
Purchase
Owner: Self
$1,001 - $15,00008/10/202209/09/2022n/an/a20021600
Unmapped
KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J)
Purchase
Owner: Self
$15,001 - $50,00008/10/202209/09/2022n/an/a20021600
Unmapped
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)
Purchase
Owner: Self
$15,001 - $50,00008/10/202209/09/2022n/an/a20021600
Unmapped
Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I)
Purchase
Owner: Self
$15,001 - $50,00008/10/202209/09/2022n/an/a20021600
Unmapped
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y)
Purchase
Owner: Self
$15,001 - $50,00008/10/202209/09/2022n/an/a20021600
Unmapped
Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E)
Purchase
Owner: Self
$15,001 - $50,00008/10/202209/09/2022n/an/a20021600
Unmapped
Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred
Purchase
Owner: Self
$1,001 - $15,00008/10/202209/09/2022n/an/a20021600
Unmapped
Cadence Bank 5.50% Series A (CADE$A)
Purchase
Owner: Self
$15,001 - $50,00008/10/202209/09/2022n/an/a20021600
Unmapped
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
Sale
Owner: Self
$100,001 - $250,00003/11/202103/24/2021n/an/a20018369
Unmapped
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
Purchase
Owner: Self
$1,001 - $15,00002/22/202103/24/2021n/an/a20018369
Unmapped
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V)
Sale
Owner: Self
$15,001 - $50,00012/15/202001/15/2021n/an/a20018007
BXS
BancorpSouth Bank (BXS)
Sale
Owner: Self
$50,001 - $100,00012/15/202001/15/2021n/an/a20018007
BXS
BancorpSouth Bank (BXS)
Sale
Owner: Self
$50,001 - $100,00012/15/202001/15/2021n/an/a20018007
BXS
BancorpSouth Bank (BXS)
Sale
Owner: Self
$250,001 - $500,00012/15/202001/15/2021n/an/a20018007
BXS
bancorpSouth bank (bXS)
Purchase
Owner: Self
$1,001 - $15,00007/01/202007/18/2020n/an/a20016943
Unmapped
Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A)
Purchase
Owner: Self
$50,001 - $100,00006/22/202007/18/2020n/an/a20016943
Unmapped
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V)
Sale
Owner: Self
$1,001 - $15,00005/26/202006/23/2020n/an/a20016690
Unmapped
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g)
Sale
Owner: Self
$1,001 - $15,00005/26/202006/23/2020n/an/a20016690
Unmapped
bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (bAC$K)
Sale
Owner: Self
$1,001 - $15,00005/26/202006/23/2020n/an/a20016690
BXS
bancorpSouth bank (bXS)
Purchase
Owner: Self
$1,001 - $15,00004/01/202005/01/2020n/an/a20016504
BXS
Bancorpsouth Bank (BXs)
Purchase
Owner: Self
$1,001 - $15,00002/20/202003/19/2020n/an/a20016121
BXS
bancorpSouth bank (bXS)
Purchase
Owner: Self
$1,001 - $15,00012/30/201901/30/2020n/an/a20014974
BXS
bancorpSouth bank (bXS)
Purchase
Owner: Self
$1,001 - $15,00012/30/201901/30/2020n/an/a20014974
BXS
bancorpSouth bank (bXS)
Purchase
Owner: Self
$1,001 - $15,00012/30/201901/30/2020n/an/a20014974
BXS
bancorpSouth bank (bXS)
Sale (partial)
Owner: Self
$50,001 - $100,00012/12/201901/20/2020n/an/a20014934
BXS
bancorpSouth bank (bXS)
Sale (partial)
Owner: Self
$50,001 - $100,00012/12/201901/20/2020n/an/a20014934
BXS
bancorpSouth bank (bXS)
Sale (partial)
Owner: Self
$250,001 - $500,00012/12/201901/20/2020n/an/a20014934
BXS
bancorpSouth bank (bXS)
Sale (partial)
Owner: Spouse
$50,001 - $100,00012/12/201901/20/2020n/an/a20014934
Unmapped
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
Purchase
Owner: Self
$50,001 - $100,00011/19/201912/11/2019n/an/a20012727
Unmapped
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
Purchase
Owner: Self
$15,001 - $50,00011/18/201912/11/2019n/an/a20012727
Unmapped
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
Purchase
Owner: Self
$50,001 - $100,00011/15/201912/11/2019n/an/a20012727
Unmapped
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
Purchase
Owner: Spouse
$15,001 - $50,00011/15/201912/11/2019n/an/a20012727
Unmapped
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
Purchase
Owner: Self
$15,001 - $50,00011/15/201912/11/2019n/an/a20012727
Unmapped
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)
Purchase
Owner: Self
$15,001 - $50,00011/15/201912/11/2019n/an/a20012727
BXS
bancorpSouth bank (bXS)
Sale (partial)
Owner: Self
$500,001 - $1,000,00011/12/201912/11/2019n/an/a20012727
BXS
bancorpSouth bank (bXS)
Sale (partial)
Owner: Self
$50,001 - $100,00011/12/201912/11/2019n/an/a20012727
BXS
bancorpSouth bank (bXS)
Sale (partial)
Owner: Self
$100,001 - $250,00011/12/201912/11/2019n/an/a20012727
BXS
bancorpSouth bank (bXS)
Sale (partial)
Owner: Spouse
$100,001 - $250,00011/11/201912/11/2019n/an/a20012727
BXS
bancorpSouth bank (bXS)
Sale (partial)
Owner: Self
$100,001 - $250,00011/11/201912/11/2019n/an/a20012727
BXS
bancorpSouth bank (bXS)
Sale (partial)
Owner: Self
$50,001 - $100,00011/11/201912/11/2019n/an/a20012727
Unmapped
BB&T Corporation Depositary shares Representing 1/1000th Perpetual Preferred series D (BBT$D)
Sale
Owner: Self
$1,001 - $15,00009/03/201909/30/2019n/an/a20012379
Unmapped
BB&T Corporation Depositary shares Representing 1/1000th Perpetual Preferred series D (BBT$D)
Sale
Owner: Self
$1,001 - $15,00009/03/201909/30/2019n/an/a20012379
Unmapped
summit Financial Enterprises Inc.
Exchange
Owner: Spouse
$250,001 - $500,00009/01/201909/30/2019n/an/a20012379
Unmapped
summit Financial Enterprises Inc.
Exchange
Owner: Self
$250,001 - $500,00009/01/201909/30/2019n/an/a20012379
Unmapped
summit Financial Enterprises Inc.
Exchange
Owner: Self
$250,001 - $500,00009/01/201909/30/2019n/an/a20012379
Unmapped
summit Financial Enterprises Inc.
Exchange
Owner: Self
$1,000,001 - $5,000,00009/01/201909/30/2019n/an/a20012379
Methodology

These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.