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Neal Patrick MD, Facs Dunn stock trades & portfolio tracker

Every trade Neal Patrick MD, Facs Dunn (FL02) has disclosed in Periodic Transaction Reports to the House Clerk, including spouse and dependent-child accounts. Most traded: BXS, SO, HBANZ, MSTR.

85disclosed transactions
53 / 26buys / sales
30average days to disclose
Jun 23, 2026latest filing

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All disclosed trades

FiledTradedAssetTypeAmountOwnerDelay
Jun 23, 2026May 11, 2026Regions Financial Corporation Depositary Shares, Each Representing a 1sale$50,001 - $100,000self43d
Jun 23, 2026May 11, 2026JP Morgan Chase & Co Depositary Shares Preferred Series GGsale$50,001 - $100,000self43d
Jun 23, 2026May 11, 2026AT&T Inc. Depositary Shares, each representing a 1/1,000th interest insale$15,001 - $50,000self43d
Mar 17, 2026Feb 2, 2026HBANZexchange$1,001 - $15,000self43d
Mar 17, 2026Feb 2, 2026Cadence Bank 5.50% Series A (CADE$A)exchange$1,001 - $15,000self43d
Oct 1, 2025Sep 4, 2025J P Morgan Chase & Co Depositary Shares, each representing a 1/400th ipartial sale$1,001 - $15,000self27d
Aug 13, 2025Jun 2, 2025Capital One Financial Corporation Depositary shares each representing purchase$1,001 - $15,000self72d
Apr 3, 2025Mar 3, 2025Capital One Financial Corporation Depositary shares each representing purchase$1,001 - $15,000self31d
Mar 10, 2025Dec 24, 2024MSTRpurchase$15,001 - $50,000spouse76d
May 26, 2023May 5, 2023Wells Fargo & Company Depositary Shares, each representing a 1/1,000thpurchase$1,001 - $15,000self21d
May 26, 2023May 5, 2023Wells Fargo & Company Depositary Shares, each representing a 1/1,000thpurchase$1,001 - $15,000spouse21d
May 26, 2023May 5, 2023Wells Fargo & Company Depositary Shares, each representing a 1/1,000thpurchase$1,001 - $15,000self21d
May 26, 2023May 5, 2023U.S. Bancorp Depositary Shares each representing a 1/1,000th interest purchase$1,001 - $15,000self21d
May 26, 2023May 5, 2023Truist Financial Corporation Depositary Shares, each representing 1/1,purchase$1,001 - $15,000self21d
May 26, 2023May 5, 2023Regions Financial Corporation Depositary Shares, Each Representing a 1purchase$1,001 - $15,000self21d
May 26, 2023May 5, 2023KeyCorp Depositary Shares each representing a 1/40th ownership interespurchase$1,001 - $15,000self21d
May 26, 2023May 5, 2023J P Morgan Chase & Co Depositary Shares, each representing a 1/400th ipurchase$1,001 - $15,000spouse21d
May 26, 2023May 5, 2023J P Morgan Chase & Co Depositary Shares, each representing a 1/400th ipurchase$1,001 - $15,000self21d
May 26, 2023May 5, 2023J P Morgan Chase & Co Depositary Shares, each representing a 1/400th ipurchase$1,001 - $15,000self21d
May 26, 2023May 5, 2023Capital One Financial Corporation Depositary shares each representing purchase$1,001 - $15,000self21d
May 26, 2023May 5, 2023Cadence Bank 5.50% Series A (CADE$A)purchase$1,001 - $15,000self21d
Feb 17, 2023Jan 5, 2023SOsale$15,001 - $50,000spouse43d
Feb 17, 2023Jan 5, 2023SOsale$15,001 - $50,000self43d
Feb 17, 2023Jan 5, 2023Regions Financial Corporation Depositary Shares Representing 1/40th Pesale$1,001 - $15,000self43d
Feb 17, 2023Jan 5, 2023KeyCorp Depositary Shares each representing a 1/40th ownership interessale$1,001 - $15,000self43d
Sep 9, 2022Aug 15, 2022Wells Fargo & Company Depositary Shares, each representing a 1/1,000thpurchase$15,001 - $50,000self25d
Sep 9, 2022Aug 15, 2022U.S. Bancorp Depositary Shares each representing a 1/1,000th interest purchase$15,001 - $50,000self25d
Sep 9, 2022Aug 15, 2022Truist Financial Corporation Depositary Shares, each representing 1/1,purchase$15,001 - $50,000self25d
Sep 9, 2022Aug 15, 2022Regions Financial Corporation Depositary Shares, Each Representing a 1purchase$15,001 - $50,000self25d
Sep 9, 2022Aug 15, 2022KeyCorp Depositary Shares each representing a 1/40th ownership interespurchase$15,001 - $50,000self25d
Sep 9, 2022Aug 15, 2022J P Morgan Chase & Co Depositary Shares, each representing a 1/400th ipurchase$15,001 - $50,000self25d
Sep 9, 2022Aug 15, 2022Capital One Financial Corporation Depositary shares each representing purchase$15,001 - $50,000self25d
Sep 9, 2022Aug 15, 2022Cadence Bank 5.50% Series A (CADE$A)purchase$1,001 - $15,000self25d
Sep 9, 2022Aug 15, 2022AT&T Inc. Depositary Shares, each representing a 1/1,000th interest inpurchase$15,001 - $50,000self25d
Sep 9, 2022Aug 10, 2022Wells Fargo & Company Depositary Shares, each representing a 1/1,000thpurchase$15,001 - $50,000self30d
Sep 9, 2022Aug 10, 2022Regions Financial Corporation Depositary Shares, Each Representing a 1purchase$15,001 - $50,000self30d
Sep 9, 2022Aug 10, 2022Regions Financial Corporation Depositary Shares, Each Representing a 1purchase$1,001 - $15,000self30d
Sep 9, 2022Aug 10, 2022KeyCorp Depositary Shares each representing a 1/40th ownership interespurchase$1,001 - $15,000self30d
Sep 9, 2022Aug 10, 2022KeyCorp Depositary Shares each representing a 1/40th ownership interespurchase$15,001 - $50,000self30d
Sep 9, 2022Aug 10, 2022J P Morgan Chase & Co Depositary Shares, each representing a 1/400th ipurchase$15,001 - $50,000self30d
Sep 9, 2022Aug 10, 2022Capital One Financial Corporation Depositary shares each representing purchase$15,001 - $50,000self30d
Sep 9, 2022Aug 10, 2022Cadence Bank 5.50% Series A (CADE$A)purchase$15,001 - $50,000self30d
Mar 24, 2021Mar 11, 2021bancorpSouth bank 5.50% Series f g b c d A Non-Cumulative Perpetual $2sale$100,001 - eself13d
Mar 24, 2021Feb 22, 2021bancorpSouth bank 5.50% Series c d e f A Non-Cumulative Perpetual Prefpurchase$1,001 - $15,000 gself30d
Jan 15, 2021Dec 15, 2020Wells Fargo & Company d e f g Depositary Shares, each $50,000 represensale$15,001 - cself31d
Jan 15, 2021Dec 15, 2020BXSsale$50,001 - bself31d
Jan 15, 2021Dec 15, 2020BXSsale$50,001 - gself31d
Jan 15, 2021Dec 15, 2020BXSsale$250,001 - gself31d
Jun 23, 2020May 26, 2020Wells Fargo & Company f e d c Depositary Shares, each representing a 1sale$1,001 - $15,000 gself28d
Jun 23, 2020May 26, 2020J P Morgan Chase & Co Depositary f e d c Shares, each representing a 1sale$1,001 - $15,000 gself28d
Jun 23, 2020May 26, 2020bank of America Corporation c d e f g Depositary Shares, each represensale$1,001 - $15,000 bself28d
May 1, 2020Apr 1, 2020bancorpSouth bank (bXS) f d c epurchase$1,001 - $15,000 gself30d
Mar 19, 2020Feb 20, 2020Bancorpsouth Bank (BXs) [sT] f e c dpurchase$1,001 - $15,000 gself28d
Jan 30, 2020Dec 30, 2019bancorpSouth bank (bXS) d e f gpurchase$1,001 - $15,000 cself31d
Jan 30, 2020Dec 30, 2019bancorpSouth bank (bXS) g f d epurchase$1,001 - $15,000 cself31d
Jan 30, 2020Dec 30, 2019bancorpSouth bank (bXS) d e f gpurchase$1,001 - $15,000 cself31d
Jan 20, 2020Dec 12, 2019bancorpSouth bank (bXS) g f e d b $100,000partial sale$50,001 - cself39d
Jan 20, 2020Dec 12, 2019bancorpSouth bank (bXS) f e d c b $100,000partial sale$50,001 - gself39d
Jan 20, 2020Dec 12, 2019bancorpSouth bank (bXS) g f e d b $500,000partial sale$250,001 - cself39d
Jan 20, 2020Dec 12, 2019bancorpSouth bank (bXS) b c d e f $100,000partial sale$50,001 - gspouse39d
Dec 11, 2019Nov 19, 2019bancorpSouth bank 5.50% Series g f d c A Non-Cumulative Perpetual $100purchase$50,001 - eself22d
Dec 11, 2019Nov 18, 2019bancorpSouth bank 5.50% Series c d e g A Non-Cumulative Perpetual $50,purchase$15,001 - fself23d
Dec 11, 2019Nov 15, 2019bancorpSouth bank 5.50% Series d c e g A Non-Cumulative Perpetual $100purchase$50,001 - fself26d
Dec 11, 2019Nov 15, 2019bancorpSouth bank 5.50% Series c d e g A Non-Cumulative Perpetual $50,purchase$15,001 - fspouse26d
Dec 11, 2019Nov 15, 2019bancorpSouth bank 5.50% Series g e d c A Non-Cumulative Perpetual $50,purchase$15,001 - fself26d
Dec 11, 2019Nov 15, 2019bancorpSouth bank 5.50% Series d e f g A Non-Cumulative Perpetual $50,purchase$15,001 - cself26d
Dec 11, 2019Nov 12, 2019bancorpSouth bank (bXS) f e d c b $1,000,000partial sale$500,001 - gself29d
Dec 11, 2019Nov 12, 2019bancorpSouth bank (bXS) b c d e g $100,000partial sale$50,001 - fself29d
Dec 11, 2019Nov 12, 2019bancorpSouth bank (bXS) b d e f g $250,000partial sale$100,001 - cself29d
Dec 11, 2019Nov 11, 2019bancorpSouth bank (bXS) b c d e f $250,000partial sale$100,001 - gspouse30d
Dec 11, 2019Nov 11, 2019bancorpSouth bank (bXS) f g d c b $250,000partial sale$100,001 - eself30d
Dec 11, 2019Nov 11, 2019bancorpSouth bank (bXS) g f e c b $100,000partial sale$50,001 - dself30d
Sep 30, 2019Sep 1, 2019sP summit Financial Enterprises Inc. c d e f [Ps] $500,000exchange$250,001 - gself29d
Sep 30, 2019Sep 1, 2019summit Financial Enterprises Inc. d e f g [Ps] $500,000exchange$250,001 - cself29d
Sep 30, 2019Sep 1, 2019summit Financial Enterprises Inc. f e c d [Ps] $500,000exchange$250,001 - gself29d
Sep 30, 2019Sep 1, 2019summit Financial Enterprises Inc. d e f g [Ps] $5,000,000exchange$1,000,001 - cself29d
Feb 7, 2019Jan 14, 2019Wells Fargo & Company c d e g Depositary Shares, each representing a 1purchase$1,001 - $15,000 fself24d
Feb 7, 2019Jan 14, 2019Wells Fargo & Company g f e d Depositary Shares, each representing a 1purchase$1,001 - $15,000 cself24d
Feb 7, 2019Jan 14, 2019J P Morgan Chase & Co Depositary f e d c Shares, each representing a 1purchase$1,001 - $15,000 gself24d
Feb 7, 2019Jan 14, 2019J P Morgan Chase & Co Depositary c d e f Shares, each representing a 1purchase$1,001 - $15,000 gself24d
Feb 7, 2019Jan 14, 2019BB&T Corporation Depositary e d c g Shares Representing 1/1000th Perpepurchase$1,001 - $15,000 fself24d
Feb 7, 2019Jan 14, 2019BB&T Corporation Depositary d e f g Shares Representing 1/1000th Perpepurchase$1,001 - $15,000 cself24d
Feb 7, 2019Jan 14, 2019Bank of America Corporation f e d c Depositary Shares, each representipurchase$1,001 - $15,000 gself24d
Feb 7, 2019Jan 14, 2019Bank of America Corporation c d e f Depositary Shares, each representipurchase$1,001 - $15,000 gself24d
Feb 7, 2019Jan 14, 2019Bank of America Corporation c d e f Depositary Shares, each representipurchase$1,001 - $15,000 gself24d

Amounts are the ranges members must report, not exact values. Source: House Clerk Periodic Transaction Reports. Scanned paper filings can't be read automatically and may be missing.

Frequently asked questions

What stocks has Neal Patrick MD, Facs Dunn bought recently?

Recent disclosed purchases include MSTR.

How quickly does Neal Patrick MD, Facs Dunn disclose trades?

On average 30 days after the trade. The STOCK Act allows up to 45 days.

Is copying Congress trades profitable?

Research on post-2012 trades (NBER, 2025) finds members' portfolios match or trail the market on average. Our 10-year test shows how a copy strategy did.