Neal Patrick Dunn, MD, FACS

FL02Member6 filings25 transactions

#	Date↓	Ticker↕	Asset↕	Type↕	Owner↕	Amount↕	DocID
1	2024-11-06	—	Cadence Bank 5.50% Series A (CADE$A)	Purchase	Self	$1,001 - $15,000	20026250
2	2024-11-06	—	#3 Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I)	Purchase	Self	$1,001 - $15,000	20026250
3	2024-11-06	—	#3 JP Morgan Chase & Co Depositary Shares Preferred Series GG	Purchase	Self	$1,001 - $15,000	20026250
4	2024-11-06	—	Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E)	Purchase	Self	$1,001 - $15,000	20026250
5	2024-11-06	—	#3 U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a	Purchase	Self	$1,001 - $15,000	20026250
6	2024-09-27	—	AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)	Purchase	Self	$1,001 - $15,000	20026140
7	2024-09-27	—	#3 Cadence Bank 5.50% Series A (CADE$A)	Purchase	Self	$1,001 - $15,000	20026140
8	2024-09-27	—	#3 Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I)	Purchase	Self	$1,001 - $15,000	20026140
9	2024-09-27	—	#3 JP Morgan Chase & Co Depositary Shares Preferred Series GG	Purchase	Self	$1,001 - $15,000	20026140
10	2024-09-27	—	KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate	Purchase	Self	$1,001 - $15,000	20026140
11	2024-09-27	—	#3 Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E)	Purchase	Self	$1,001 - $15,000	20026140
12	2024-09-27	—	#3 Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R)	Purchase	Self	$1,001 - $15,000	20026140
13	2024-09-27	—	#3 US Bancorp Preferred Series K	Purchase	Self	$1,001 - $15,000	20026140
14	2024-04-24	—	J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)	Sale	Self	$1,001 - $15,000	20025104
15	2024-04-24	—	#2 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D)	Sale	Self	$1,001 - $15,000	20025104
16	2020-12-07	—	#2 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)	Sale	Self	$100,001 - $250,000	20017740
17	2020-12-07	—	#1 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g)	Sale	Self	$1,001 - $15,000	20017740
18	2020-11-20	—	BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)	Purchase	Self	$1,001 - $15,000	20017740
19	2020-11-20	—	The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)	Purchase	Self	$1,001 - $15,000	20017740
20	2020-11-17	—	#1 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)	Sale (partial)	Self	$50,001 - $100,000	20017740
21	2020-10-01	BXS	bancorpSouth bank	Purchase	Self	$1,001 - $15,000	20017498
22	2020-08-20	—	BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)	Purchase	Self	$1,001 - $15,000	20017240
23	2020-08-20	—	#1 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)	Purchase	Self	$1,001 - $15,000	20017240
24	2020-08-07	—	Preferred Stock, Series HH (BAC$K)	Sale	Self	$15,001 - $50,000	20017240
25	2020-08-07	—	#1 Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K)	Sale	Self	$1,001 - $15,000	20017240