Neal Patrick MD, Facs Dunn

U.S. RepresentativeFL0218 filings86 transactions
View on House Disclosures

Total Purchases (max)

$1.5M

Total Sales (max)

$0

Net Portfolio Value

$1.5M

32 active positions of 47 total · Using max values from amount ranges

#Ticker↕Asset↕Purchases↕Sales↕Net Value↓Txns↕% of Portfolio
1—#1 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)$115K—$115K37.9%
2—#1 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)$115K—$115K37.9%
3—#1 KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J)$115K—$115K37.9%
4—#1 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y)$100K—$100K26.9%
5—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A)$100K—$100K16.9%
6—#3 bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)$100K—$100K16.9%
7—#1 Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E)$65K—$65K24.5%
8—#1 Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R)$65K—$65K24.5%
9—#1 U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P)$65K—$65K24.5%
10—#1 Cadence Bank 5.50% Series A (CADE$A)$65K—$65K24.5%
11—bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)$65K—$65K24.5%
12MSTRMicroStrategy Incorporated - Class A Common Stock$50K—$50K13.4%
13—AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)$50K—$50K13.4%
14—#2 Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E)$50K—$50K13.4%
15—#1 bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)$50K—$50K13.4%
16—Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I)$30K—$30K22.1%
17—#1 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V)$30K—$30K22.1%
18—Cadence Bank 5.50% Series A (CADE$A)$15K—$15K11.0%
19—#2 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)$15K—$15K11.0%
20—#3 KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J)$15K—$15K11.0%
21—#1 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D)$15K—$15K11.0%
22—Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D)$15K—$15K11.0%
23—#3 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y)$15K—$15K11.0%
24—#2 Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred$15K—$15K11.0%
25—Bancorpsouth Bank (BXS) [sT]$15K—$15K11.0%
26—Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K)$15K—$15K11.0%
27—Preferred Stock, Series HH (BAC$K)$15K—$15K11.0%
28—#1 Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K)$15K—$15K11.0%
29—#4 BB&T Corporation Depositary Shares Representing 1/1000th Perpetual Preferred Series D (BBT$D)$15K—$15K11.0%
30—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 BB&T Corporation Depositary Shares Representing 1/1000th Perpetual Preferred Series D (BBT$D)$15K—$15K11.0%
31—#1 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$G)$15K—$15K11.0%
32—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$G)$15K—$15K11.0%
33—J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)$15K$15K$02—
34—summit Financial Enterprises Inc. [Ps]——$04—
35—KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J)—$15K-$15K1—
36—#2 Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A)—$15K-$15K1—
37—bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K)—$15K-$15K1—
38—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g)—$15K-$15K1—
39—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V)—$15K-$15K1—
40—BB&T Corporation Depositary shares Representing 1/1000th Perpetual Preferred series D (BBT$D) [sT]—$15K-$15K1—
41—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 BB&T Corporation Depositary shares Representing 1/1000th Perpetual Preferred series D (BBT$D) [sT]—$15K-$15K1—
42—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)$200K$250K-$50K4—
43—#2 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V)—$50K-$50K1—
44SO#2 Southern Company—$100K-$100K2—
45—summit Bank, Na [Ps]—$100K-$100K1—
46—#1 Global CT & PET Imaging, LLC [oL]—$250K-$250K1—
47BXSBancorpSouth Bank$75K$3.5M-$3.4M18—