Source-linked transaction record

Rep. Neal Patrick MD, Facs Dunn: reported exchange of Cadence Bank 5.50% Series A (CADE$A) on Feb 2, 2026

Rep. Neal Patrick MD, Facs Dunn disclosed that the filer exchanged Cadence Bank 5.50% Series A (CADE$A) for the reported amount of $1,001 – $15,000. The filing identifies the account owner as filer.

What the filing reports

Filer: Neal Patrick MD, Facs Dunn
Account owner: Filer
Transaction: exchange
Reported amount: $1,001 – $15,000
Transaction date: Feb 2, 2026
Notice date: Mar 2, 2026
Filing date: Mar 17, 2026
Filing timing: 43 days to file
House document: 20034114
Filing year: 2026

Disclosures are reported transactions, not verified real-time portfolio holdings.

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exchangeRep. Neal Patrick MD, Facs DunnFL-02

$HBANZHuntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ)

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

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Traded Feb 2, 2026Notified Mar 2, 2026Filed Mar 17, 202643 days to file

Owner: FilerView original filing →

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More disclosures from Neal Patrick MD, Facs Dunn

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saleRep. Neal Patrick MD, Facs DunnFL-02

JP Morgan Chase & Co Depositary Shares Preferred Series GG

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

Owner: FilerView original filing →

saleRep. Neal Patrick MD, Facs DunnFL-02

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

Owner: FilerView original filing →

saleRep. Neal Patrick MD, Facs DunnFL-02

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)

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

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

Owner: FilerView original filing →

Partial saleRep. Neal Patrick MD, Facs DunnFL-02

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

Owner: FilerView original filing →

purchaseRep. Neal Patrick MD, Facs DunnFL-02

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

Owner: FilerView original filing →

purchaseRep. Neal Patrick MD, Facs DunnFL-02

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

View transaction details →

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

Owner: FilerView original filing →

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