
Neal Patrick MD Facs Dunn
STOCK Act filings · simulated, not advice.
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.
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
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 - $100,000 | 05/11/2026 | 06/23/2026 | n/a | n/a | 20034815 |
GG JP Morgan Chase & Co Depositary Shares Preferred Series GG | Sale Owner: Self | $50,001 - $100,000 | 05/11/2026 | 06/23/2026 | n/a | n/a | 20034815 |
Unmapped AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Sale Owner: Self | $15,001 - $50,000 | 05/11/2026 | 06/23/2026 | n/a | n/a | 20034815 |
HBANZ Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ) | Exchange Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/17/2026 | n/a | n/a | 20034114 |
Unmapped Cadence Bank 5.50% Series A (CADE$A) | Exchange Owner: Self | $1,001 - $15,000 | 02/02/2026 | 03/17/2026 | n/a | n/a | 20034114 |
Unmapped J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Sale (partial) Owner: Self | $1,001 - $15,000 | 09/04/2025 | 10/01/2025 | n/a | n/a | 20032191 |
Unmapped Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Purchase Owner: Self | $1,001 - $15,000 | 06/02/2025 | 08/13/2025 | n/a | n/a | 20030735 |
Unmapped Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Purchase Owner: Self | $1,001 - $15,000 | 03/03/2025 | 04/03/2025 | n/a | n/a | 20029068 |
MSTR MicroStrategy Incorporated - Class A Common Stock (MSTR) | Purchase Owner: Spouse | $15,001 - $50,000 | 12/24/2024 | 03/10/2025 | -62.1% vs SPY -90.1% | -48.0% vs SPY -86.3% | 20027895 |
Unmapped Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) | Purchase Owner: Self | $1,001 - $15,000 | 05/05/2023 | 05/26/2023 | n/a | n/a | 20023022 |
Unmapped U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) | Purchase Owner: Self | $1,001 - $15,000 | 05/05/2023 | 05/26/2023 | n/a | n/a | 20023022 |
Unmapped Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) | Purchase Owner: Self | $1,001 - $15,000 | 05/05/2023 | 05/26/2023 | n/a | n/a | 20023022 |
Unmapped Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Purchase Owner: Self | $1,001 - $15,000 | 05/05/2023 | 05/26/2023 | n/a | n/a | 20023022 |
Unmapped KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Purchase Owner: Self | $1,001 - $15,000 | 05/05/2023 | 05/26/2023 | n/a | n/a | 20023022 |
Unmapped J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Purchase Owner: Spouse | $1,001 - $15,000 | 05/05/2023 | 05/26/2023 | n/a | n/a | 20023022 |
Unmapped J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Purchase Owner: Self | $1,001 - $15,000 | 05/05/2023 | 05/26/2023 | n/a | n/a | 20023022 |
Unmapped J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Purchase Owner: Self | $1,001 - $15,000 | 05/05/2023 | 05/26/2023 | n/a | n/a | 20023022 |
Unmapped Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) | Purchase Owner: Self | $1,001 - $15,000 | 05/05/2023 | 05/26/2023 | n/a | n/a | 20023022 |
Unmapped Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) | Purchase Owner: Spouse | $1,001 - $15,000 | 05/05/2023 | 05/26/2023 | n/a | n/a | 20023022 |
Unmapped Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Purchase Owner: Self | $1,001 - $15,000 | 05/05/2023 | 05/26/2023 | n/a | n/a | 20023022 |
Unmapped Cadence Bank 5.50% Series A (CADE$A) | Purchase Owner: Self | $1,001 - $15,000 | 05/05/2023 | 05/26/2023 | n/a | n/a | 20023022 |
SO Southern Company (SO) | Sale Owner: Spouse | $15,001 - $50,000 | 01/05/2023 | 02/17/2023 | -52.2% vs SPY +56.2% | -61.8% vs SPY +36.4% | 20022361 |
SO Southern Company (SO) | Sale Owner: Self | $15,001 - $50,000 | 01/05/2023 | 02/17/2023 | -52.2% vs SPY +56.2% | -61.8% vs SPY +36.4% | 20022361 |
Unmapped Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) | Sale Owner: Self | $1,001 - $15,000 | 01/05/2023 | 02/17/2023 | n/a | n/a | 20022361 |
Unmapped KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Sale Owner: Self | $1,001 - $15,000 | 01/05/2023 | 02/17/2023 | n/a | n/a | 20022361 |
Unmapped KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Purchase Owner: Self | $15,001 - $50,000 | 08/15/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Purchase Owner: Self | $15,001 - $50,000 | 08/15/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Purchase Owner: Self | $15,001 - $50,000 | 08/15/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped Cadence Bank 5.50% Series A (CADE$A) | Purchase Owner: Self | $1,001 - $15,000 | 08/15/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) | Purchase Owner: Self | $15,001 - $50,000 | 08/15/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) | Purchase Owner: Self | $15,001 - $50,000 | 08/15/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) | Purchase Owner: Self | $15,001 - $50,000 | 08/15/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Purchase Owner: Self | $15,001 - $50,000 | 08/15/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Purchase Owner: Self | $15,001 - $50,000 | 08/15/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Purchase Owner: Self | $1,001 - $15,000 | 08/10/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Purchase Owner: Self | $15,001 - $50,000 | 08/10/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Purchase Owner: Self | $15,001 - $50,000 | 08/10/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Purchase Owner: Self | $15,001 - $50,000 | 08/10/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) | Purchase Owner: Self | $15,001 - $50,000 | 08/10/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Purchase Owner: Self | $15,001 - $50,000 | 08/10/2022 | 09/09/2022 | n/a | n/a | 20021600 |
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 - $15,000 | 08/10/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped Cadence Bank 5.50% Series A (CADE$A) | Purchase Owner: Self | $15,001 - $50,000 | 08/10/2022 | 09/09/2022 | n/a | n/a | 20021600 |
Unmapped bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Sale Owner: Self | $100,001 - $250,000 | 03/11/2021 | 03/24/2021 | n/a | n/a | 20018369 |
Unmapped bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Purchase Owner: Self | $1,001 - $15,000 | 02/22/2021 | 03/24/2021 | n/a | n/a | 20018369 |
Unmapped Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) | Sale Owner: Self | $15,001 - $50,000 | 12/15/2020 | 01/15/2021 | n/a | n/a | 20018007 |
BXS BancorpSouth Bank (BXS) | Sale Owner: Self | $50,001 - $100,000 | 12/15/2020 | 01/15/2021 | n/a | n/a | 20018007 |
BXS BancorpSouth Bank (BXS) | Sale Owner: Self | $50,001 - $100,000 | 12/15/2020 | 01/15/2021 | n/a | n/a | 20018007 |
BXS BancorpSouth Bank (BXS) | Sale Owner: Self | $250,001 - $500,000 | 12/15/2020 | 01/15/2021 | n/a | n/a | 20018007 |
BXS bancorpSouth bank (bXS) | Purchase Owner: Self | $1,001 - $15,000 | 07/01/2020 | 07/18/2020 | n/a | n/a | 20016943 |
Unmapped Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) | Purchase Owner: Self | $50,001 - $100,000 | 06/22/2020 | 07/18/2020 | n/a | n/a | 20016943 |
Unmapped Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) | Sale Owner: Self | $1,001 - $15,000 | 05/26/2020 | 06/23/2020 | n/a | n/a | 20016690 |
Unmapped J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g) | Sale Owner: Self | $1,001 - $15,000 | 05/26/2020 | 06/23/2020 | n/a | n/a | 20016690 |
Unmapped bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (bAC$K) | Sale Owner: Self | $1,001 - $15,000 | 05/26/2020 | 06/23/2020 | n/a | n/a | 20016690 |
BXS bancorpSouth bank (bXS) | Purchase Owner: Self | $1,001 - $15,000 | 04/01/2020 | 05/01/2020 | n/a | n/a | 20016504 |
BXS Bancorpsouth Bank (BXs) | Purchase Owner: Self | $1,001 - $15,000 | 02/20/2020 | 03/19/2020 | n/a | n/a | 20016121 |
BXS bancorpSouth bank (bXS) | Purchase Owner: Self | $1,001 - $15,000 | 12/30/2019 | 01/30/2020 | n/a | n/a | 20014974 |
BXS bancorpSouth bank (bXS) | Purchase Owner: Self | $1,001 - $15,000 | 12/30/2019 | 01/30/2020 | n/a | n/a | 20014974 |
BXS bancorpSouth bank (bXS) | Purchase Owner: Self | $1,001 - $15,000 | 12/30/2019 | 01/30/2020 | n/a | n/a | 20014974 |
BXS bancorpSouth bank (bXS) | Sale (partial) Owner: Self | $50,001 - $100,000 | 12/12/2019 | 01/20/2020 | n/a | n/a | 20014934 |
BXS bancorpSouth bank (bXS) | Sale (partial) Owner: Self | $50,001 - $100,000 | 12/12/2019 | 01/20/2020 | n/a | n/a | 20014934 |
BXS bancorpSouth bank (bXS) | Sale (partial) Owner: Self | $250,001 - $500,000 | 12/12/2019 | 01/20/2020 | n/a | n/a | 20014934 |
BXS bancorpSouth bank (bXS) | Sale (partial) Owner: Spouse | $50,001 - $100,000 | 12/12/2019 | 01/20/2020 | n/a | n/a | 20014934 |
Unmapped bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Purchase Owner: Self | $50,001 - $100,000 | 11/19/2019 | 12/11/2019 | n/a | n/a | 20012727 |
Unmapped bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Purchase Owner: Self | $15,001 - $50,000 | 11/18/2019 | 12/11/2019 | n/a | n/a | 20012727 |
Unmapped bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Purchase Owner: Self | $50,001 - $100,000 | 11/15/2019 | 12/11/2019 | n/a | n/a | 20012727 |
Unmapped bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Purchase Owner: Spouse | $15,001 - $50,000 | 11/15/2019 | 12/11/2019 | n/a | n/a | 20012727 |
Unmapped bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Purchase Owner: Self | $15,001 - $50,000 | 11/15/2019 | 12/11/2019 | n/a | n/a | 20012727 |
Unmapped bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Purchase Owner: Self | $15,001 - $50,000 | 11/15/2019 | 12/11/2019 | n/a | n/a | 20012727 |
BXS bancorpSouth bank (bXS) | Sale (partial) Owner: Self | $500,001 - $1,000,000 | 11/12/2019 | 12/11/2019 | n/a | n/a | 20012727 |
BXS bancorpSouth bank (bXS) | Sale (partial) Owner: Self | $50,001 - $100,000 | 11/12/2019 | 12/11/2019 | n/a | n/a | 20012727 |
BXS bancorpSouth bank (bXS) | Sale (partial) Owner: Self | $100,001 - $250,000 | 11/12/2019 | 12/11/2019 | n/a | n/a | 20012727 |
BXS bancorpSouth bank (bXS) | Sale (partial) Owner: Spouse | $100,001 - $250,000 | 11/11/2019 | 12/11/2019 | n/a | n/a | 20012727 |
BXS bancorpSouth bank (bXS) | Sale (partial) Owner: Self | $100,001 - $250,000 | 11/11/2019 | 12/11/2019 | n/a | n/a | 20012727 |
BXS bancorpSouth bank (bXS) | Sale (partial) Owner: Self | $50,001 - $100,000 | 11/11/2019 | 12/11/2019 | n/a | n/a | 20012727 |
Unmapped BB&T Corporation Depositary shares Representing 1/1000th Perpetual Preferred series D (BBT$D) | Sale Owner: Self | $1,001 - $15,000 | 09/03/2019 | 09/30/2019 | n/a | n/a | 20012379 |
Unmapped BB&T Corporation Depositary shares Representing 1/1000th Perpetual Preferred series D (BBT$D) | Sale Owner: Self | $1,001 - $15,000 | 09/03/2019 | 09/30/2019 | n/a | n/a | 20012379 |
Unmapped summit Financial Enterprises Inc. | Exchange Owner: Spouse | $250,001 - $500,000 | 09/01/2019 | 09/30/2019 | n/a | n/a | 20012379 |
Unmapped summit Financial Enterprises Inc. | Exchange Owner: Self | $250,001 - $500,000 | 09/01/2019 | 09/30/2019 | n/a | n/a | 20012379 |
Unmapped summit Financial Enterprises Inc. | Exchange Owner: Self | $250,001 - $500,000 | 09/01/2019 | 09/30/2019 | n/a | n/a | 20012379 |
Unmapped summit Financial Enterprises Inc. | Exchange Owner: Self | $1,000,001 - $5,000,000 | 09/01/2019 | 09/30/2019 | n/a | n/a | 20012379 |
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.