Neal Patrick Dunn, MD, FACS

FL02Member6 filings25 transactions

Total Purchases (max)

$255K

Total Sales (max)

$0

Net Portfolio Value

$255K

14 active positions of 21 total · Using max values from amount ranges

#TickerAssetPurchasesSalesNet ValueTxns% of Portfolio
1#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)$30K$30K211.8%
2#3 JP Morgan Chase & Co Depositary Shares Preferred Series GG$30K$30K211.8%
3BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)$30K$30K211.8%
4Cadence Bank 5.50% Series A (CADE$A)$15K$15K15.9%
5Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E)$15K$15K15.9%
6#3 U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a$15K$15K15.9%
7AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A)$15K$15K15.9%
8#3 Cadence Bank 5.50% Series A (CADE$A)$15K$15K15.9%
9KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate$15K$15K15.9%
10#3 Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E)$15K$15K15.9%
11#3 Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R)$15K$15K15.9%
12#3 US Bancorp Preferred Series K$15K$15K15.9%
13The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)$15K$15K15.9%
14BXSbancorpSouth bank$15K$15K15.9%
15J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)$15K-$15K1
16#2 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D)$15K-$15K1
17#1 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g)$15K-$15K1
18#1 Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K)$15K-$15K1
19Preferred Stock, Series HH (BAC$K)$50K-$50K1
20#1 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)$15K$100K-$85K2
21#2 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)$250K-$250K1