Neal Patrick DunnHouse
U.S. Representative · FL-02 · R · 2020-08 → 2024-11
- Chamber
- House
- Party
- R
- State
- FL
- Trades
- 25 (18 buys · 7 sells)
- Estimated volume
- $459K
- Late filings
- 0% (0 of 25)
- Median filing lag
- 40 days
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $50K
- from $64K cost
- Estimated gain
- -$14K
- Down 21%
- Versus the S&P 500
- -$35K
- SPY would hold $85K
- Positions
- 6
- from 8 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | RF-PERegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E | 2024-09-27 | $16K | $13K | -21% | 25% |
| 2 | COF-PICapital 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 | 2024-09-27 | $16K | $12K | -22% | 25% |
| 3 | KEY-PJKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F | 2024-09-27 | $8K | $7K | -16% | 13% |
| 4 | USB-PPU.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock | 2024-11-06 | $8K | $6K | -20% | 13% |
| 5 | TFC-PRTruist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock | 2024-09-27 | $8K | $6K | -24% | 12% |
| 6 | T-PAAT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A | 2024-09-27 | $8K | $6K | -24% | 12% |
Trades that mattered most
These 8 buys explain 100% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | COF-PI | 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 | 2024-09-27 | 2.0y | $1K-15K | -24% | -59% | |
| 2 | T-PA | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A | 2024-09-27 | 2.0y | $1K-15K | -24% | -59% | |
| 3 | TFC-PR | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock | 2024-09-27 | 2.0y | $1K-15K | -24% | -58% | |
| 4 | RF-PE | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E | 2024-09-27 | 2.0y | $1K-15K | -21% | -55% | |
| 5 | RF-PE | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E | 2024-11-06 | 1.9y | $1K-15K | -22% | -52% | |
| 6 | COF-PI | 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 | 2024-11-06 | 1.9y | $1K-15K | -21% | -51% | |
| 7 | KEY-PJ | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F | 2024-09-27 | 2.0y | $1K-15K | -16% | -51% | |
| 8 | USB-PP | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock | 2024-11-06 | 1.9y | $1K-15K | -20% | -50% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Committees
Sits onEnergy and Commerce HouseChina (select) House
| Stock | Lobbied on | Trades |
|---|---|---|
| JPM | H.R. 8818 American Privacy Rights Act of 2024 | 1 |
| T-PA | H.R. 5074 Protecting Young Minds Online Act +2 | 1 |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
25 of 25
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
CADE-PACadence Bank 5.50% Series A
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
-50.9% vs SPY
COF-PICapital 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
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
—JP Morgan Chase & Co Depositary Shares Preferred Series GG
Publicly traded preferred shares
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
-51.9% vs SPY
RF-PERegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
-49.9% vs SPY
USB-PPU.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
-58.6% vs SPY
T-PAAT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
CADE-PACadence Bank 5.50% Series A
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
-58.7% vs SPY
COF-PICapital 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
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
—JP Morgan Chase & Co Depositary Shares Preferred Series GG
Publicly traded preferred shares
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
-50.6% vs SPY
KEY-PJKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
-55.4% vs SPY
RF-PERegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
-58.2% vs SPY
TFC-PRTruist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
—US Bancorp Preferred Series K
Publicly traded preferred stock
Neal Patrick Dunn
House · R · FL
Sell$1K-15K
-71.6% vs SPY
JPM-PJJ 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
Filing Status: New
Subholding Of: IRA #2
Neal Patrick Dunn
House · R · FL
Sell$1K-15K
-71.3% vs SPY
WFC-PDWells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD
Filing Status: New
Subholding Of: IRA #2
Neal Patrick Dunn
House · R · FL
Sell$100K-250K
—IRA #2 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)
Neal Patrick Dunn
House · R · FL
Sell$1K-15K
—IRA #1 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g)
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
—BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
—The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)
Neal Patrick Dunn
House · R · FL
Sell·p$50K-100K
—IRA #1 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
—BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)
Neal Patrick Dunn
House · R · FL
Buy$1K-15K
—IRA #1 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)
Neal Patrick Dunn
House · R · FL
Sell$15K-50K
-24.2% vs SPY
BACThe Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K)
Neal Patrick Dunn
House · R · FL
Sell$1K-15K
-24.2% vs SPY
BACIRA #1 Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K)
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
Neal Patrick Dunn House · R · FL | Cadence Bank 5.50% Series A | Buy | $1K-15K | 2024-11-06 | 2024-12-16 | 40d | — | ||
Neal Patrick Dunn House · R · FL | 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 | Buy | $1K-15K | 2024-11-06 | 2024-12-16 | 40d | -50.9% | ||
Neal Patrick Dunn House · R · FL | — | JP Morgan Chase & Co Depositary Shares Preferred Series GG Publicly traded preferred shares | Buy | $1K-15K | 2024-11-06 | 2024-12-16 | 40d | — | |
Neal Patrick Dunn House · R · FL | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E | Buy | $1K-15K | 2024-11-06 | 2024-12-16 | 40d | -51.9% | ||
Neal Patrick Dunn House · R · FL | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock | Buy | $1K-15K | 2024-11-06 | 2024-12-16 | 40d | -49.9% | ||
Neal Patrick Dunn House · R · FL | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A | Buy | $1K-15K | 2024-09-27 | 2024-11-07 | 41d | -58.6% | ||
Neal Patrick Dunn House · R · FL | Cadence Bank 5.50% Series A | Buy | $1K-15K | 2024-09-27 | 2024-11-07 | 41d | — | ||
Neal Patrick Dunn House · R · FL | 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 | Buy | $1K-15K | 2024-09-27 | 2024-11-07 | 41d | -58.7% | ||
Neal Patrick Dunn House · R · FL | — | JP Morgan Chase & Co Depositary Shares Preferred Series GG Publicly traded preferred shares | Buy | $1K-15K | 2024-09-27 | 2024-11-07 | 41d | — | |
Neal Patrick Dunn House · R · FL | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F | Buy | $1K-15K | 2024-09-27 | 2024-11-07 | 41d | -50.6% | ||
Neal Patrick Dunn House · R · FL | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E | Buy | $1K-15K | 2024-09-27 | 2024-11-07 | 41d | -55.4% | ||
Neal Patrick Dunn House · R · FL | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock | Buy | $1K-15K | 2024-09-27 | 2024-11-07 | 41d | -58.2% | ||
Neal Patrick Dunn House · R · FL | — | US Bancorp Preferred Series K Publicly traded preferred stock | Buy | $1K-15K | 2024-09-27 | 2024-11-07 | 41d | — | |
Neal Patrick Dunn House · R · FL | 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 Filing Status: New
Subholding Of: IRA #2 | Sell | $1K-15K | 2024-04-24 | 2024-05-22 | 28d | -71.6% | ||
Neal Patrick Dunn House · R · FL | 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 Filing Status: New
Subholding Of: IRA #2 | Sell | $1K-15K | 2024-04-24 | 2024-05-22 | 28d | -71.3% | ||
Neal Patrick Dunn House · R · FL | — | IRA #2 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Sell | $100K-250K | 2020-12-07 | 2020-12-23 | 16d | — | |
Neal Patrick Dunn House · R · FL | — | IRA #1 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g) | Sell | $1K-15K | 2020-12-07 | 2020-12-23 | 16d | — | |
Neal Patrick Dunn House · R · FL | — | BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Buy | $1K-15K | 2020-11-20 | 2020-12-23 | 33d | — | |
Neal Patrick Dunn House · R · FL | — | The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Buy | $1K-15K | 2020-11-20 | 2020-12-23 | 33d | — | |
Neal Patrick Dunn House · R · FL | — | IRA #1 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Sell·p | $50K-100K | 2020-11-17 | 2020-12-23 | 36d | — | |
Neal Patrick Dunn House · R · FL | bancorpSouth bank | Buy | $1K-15K | 2020-10-01 | 2020-11-05 | 35d | — | ||
Neal Patrick Dunn House · R · FL | — | BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Buy | $1K-15K | 2020-08-20 | 2020-09-09 | 20d | — | |
Neal Patrick Dunn House · R · FL | — | IRA #1 BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Buy | $1K-15K | 2020-08-20 | 2020-09-09 | 20d | — | |
Neal Patrick Dunn House · R · FL | The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K) | Sell | $15K-50K | 2020-08-07 | 2020-09-09 | 33d | -24.2% | ||
Neal Patrick Dunn House · R · FL | IRA #1 Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K) | Sell | $1K-15K | 2020-08-07 | 2020-09-09 | 33d | -24.2% |