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Rep. · FL-02

Neal Patrick MD, Facs Dunn

Transactions appearing in periodic transaction reports filed under this House identity. This is a disclosure history, not a verified current portfolio; each row identifies the reported account owner.

37

Purchases

11

Sales

4

Tickers

17

Reports

Disclosure history

Latest reported transactions

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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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer sold · $50,001 – $100,000

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Traded May 11, 2026Notified Jun 17, 2026Filed Jun 23, 202643 days to file

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer partially sold · $1,001 – $15,000

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Traded Sep 4, 2025Notified Sep 16, 2025Filed Oct 1, 202527 days to file

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $1,001 – $15,000

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Traded Jun 2, 2025Notified Jul 25, 2025Filed Aug 13, 2025Filed after 45 days

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $1,001 – $15,000

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Traded Mar 3, 2025Notified Apr 3, 2025Filed Apr 3, 202531 days to file

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $1,001 – $15,000

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Traded May 5, 2023Notified May 9, 2023Filed May 26, 202321 days to file

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)

Rep. Neal Patrick MD, Facs Dunn's filing reports that a spouse account purchased · $1,001 – $15,000

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Traded May 5, 2023Notified May 9, 2023Filed May 26, 202321 days to file
Owner: SpouseOriginal filing ↗

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $1,001 – $15,000

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Traded May 5, 2023Notified May 9, 2023Filed May 26, 202321 days to file

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $1,001 – $15,000

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Traded May 5, 2023Notified May 9, 2023Filed May 26, 202321 days to file

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $1,001 – $15,000

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Traded May 5, 2023Notified May 9, 2023Filed May 26, 202321 days to file

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $1,001 – $15,000

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Traded May 5, 2023Notified May 9, 2023Filed May 26, 202321 days to file

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $1,001 – $15,000

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Traded May 5, 2023Notified May 9, 2023Filed May 26, 202321 days to file

Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $1,001 – $15,000

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Traded May 5, 2023Notified May 9, 2023Filed May 26, 202321 days to file

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $1,001 – $15,000

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Traded May 5, 2023Notified May 9, 2023Filed May 26, 202321 days to file

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)

Rep. Neal Patrick MD, Facs Dunn's filing reports that a spouse account purchased · $1,001 – $15,000

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Traded May 5, 2023Notified May 9, 2023Filed May 26, 202321 days to file
Owner: SpouseOriginal filing ↗

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $15,001 – $50,000

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Traded Aug 15, 2022Notified Aug 23, 2022Filed Sep 9, 202225 days to file

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $1,001 – $15,000

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Traded Aug 10, 2022Notified Aug 23, 2022Filed Sep 9, 202230 days to file

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $15,001 – $50,000

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Traded Aug 10, 2022Notified Aug 23, 2022Filed Sep 9, 202230 days to file

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)

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer purchased · $15,001 – $50,000

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Traded Aug 15, 2022Notified Aug 23, 2022Filed Sep 9, 202225 days to file