Business · Congress trades · House

Neal P. Dunn

Republican Every stock trade Neal P. Dunn reported under the STOCK Act since 2020, and how each did against the S&P 500. Their full record.

Trades74
Buys / sales50 / 22
Estimated volume$2.5MMiddle of each reported range
Trades that beat the market66.7%2 of 3: did better than the same money in the S&P 500 that day
Typical trade vs. the market+76.7%The middle trade: half did better, half worse
Disclosed late2Reported more than 45 days after the trade

Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.

Best-timed trade

SO · sold January 5, 2023, $15,001 - $50,000

+76.7% vs. the S&P 500 since

Worst-timed trade

MSTR · bought December 24, 2024, $15,001 - $50,000

−86.1% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since December 31, 2024: −70.0% against +27.4% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
-75%-50%-25%0%+25%+50%20252026December 31, 2024: portfolio +0.0%, S&P 500 +0.0%March 31, 2025: portfolio −0.5%, S&P 500 −4.6%June 30, 2025: portfolio +39.6%, S&P 500 +5.4%September 30, 2025: portfolio +11.3%, S&P 500 +13.7%December 31, 2025: portfolio −47.5%, S&P 500 +16.4%March 31, 2026: portfolio −56.9%, S&P 500 +11.0%June 30, 2026: portfolio −70.0%, S&P 500 +27.4%

Compare with funds and other members · how we rebuild it is on that page.

What they still hold

By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.

StockShare of portfolioWorth about
MSTRStrategy100.0%$14K

Most traded: BXS (4), SO (2), HBANZ (1), MSTR (1)

Every trade

TradedWhatStockAmountVs. the market since
May 11, 2026SoldAT&T Inc. Depositary Shares, each representing a 1/1,000th interest in$15,001 - $50,0001–
May 11, 2026SoldF S: New S O: IRA #3 JP Morgan Chase & Co Deposita$50,001 - $100,0001–
May 11, 2026SoldDepositary Shares, Each Representing a 1/40th Interest in a Share of 4$50,001 - $100,0001–
February 2, 2026ExchangedCadence Bank 5.50% Series A (CADE$A)$1,001 - $15,0002–
February 2, 2026ExchangedHBANZD: Received Huntington Banc Shares Series-L in exchange for $1,001 - $15,0002–
September 4, 2025Sold someShares, each representing a 1/400th interest in a share of JPMorgan Ch$1,001 - $15,0003–
June 2, 2025LATEBought1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Pref$1,001 - $15,0004–
March 3, 2025Bought1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Pref$1,001 - $15,0005–
December 24, 2024LATEBought SpouseMSTRMicroStrategy Incorporated - Class A Common Stock (MSTR)$15,001 - $50,0006−86.1%
November 6, 2024BoughtCadence Bank 5.50% Series A (CADE$A)$1,001 - $15,0007–
November 6, 2024Bought1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Pref$1,001 - $15,0007–
November 6, 2024BoughtF S: New S O: IRA #3 JP Morgan Chase & Co Deposita$1,001 - $15,0007–
November 6, 2024BoughtDepositary Shares, Each Representing a 1/40th Interest in a Share of 4$1,001 - $15,0007–
September 27, 2024BoughtAT&T Inc. Depositary Shares, each representing a 1/1,000th interest in$1,001 - $15,0008–
September 27, 2024BoughtF S: New S O: IRA #3 Cadence Bank 5.50% Series A ($1,001 - $15,0008–
September 27, 2024Bought1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Pref$1,001 - $15,0008–
September 27, 2024BoughtF S: New S O: IRA #3 JP Morgan Chase & Co Deposita$1,001 - $15,0008–
September 27, 2024BoughtDepositary Shares, Each Representing a 1/40th Interest in a Share of 4$1,001 - $15,0008–
September 27, 2024BoughtDepositary Shares, each representing 1/1,000th interest in a share of $1,001 - $15,0008–
September 27, 2024BoughtF S: New S O: IRA #3 US Bancorp Preferred Series K$1,001 - $15,0008–
April 24, 2024SoldShares, each representing a 1/400th interest in a share of JPMorgan Ch$1,001 - $15,0009–
April 24, 2024SoldShares, each representing a 1/1,000th interest in a share of Non-Cumul$1,001 - $15,0009–
May 5, 2023BoughtCadence Bank 5.50% Series A (CADE$A)$1,001 - $15,00010–
May 5, 2023Bought1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Pref$1,001 - $15,00010–
May 5, 2023BoughtShares, each representing a 1/400th interest in a share of JPMorgan Ch$1,001 - $15,00010–
May 5, 2023BoughtShares, each representing a 1/400th interest in a share of JPMorgan Ch$1,001 - $15,00010–
May 5, 2023BoughtShares, each representing a 1/400th interest in a share of JPMorgan Ch$1,001 - $15,00010–
May 5, 2023Boughtrepresenting a 1/40th ownership interest in a share of Fixed Rate Perp$1,001 - $15,00010–
May 5, 2023BoughtDepositary Shares, Each Representing a 1/40th Interest in a Share of 4$1,001 - $15,00010–
May 5, 2023BoughtDepositary Shares, each representing 1/1,000th interest in a share of $1,001 - $15,00010–
May 5, 2023BoughtU.S. Bancorp Depositary Shares each representing a 1/1,000th interest $1,001 - $15,00010–
May 5, 2023BoughtShares, each representing a 1/1,000th interest in a share of Non-Cumul$1,001 - $15,00010–
May 5, 2023BoughtShares, each representing a 1/1,000th interest in a share of Non-Cumul$1,001 - $15,00010–
May 5, 2023BoughtShares, each representing a 1/1,000th interest in a share of Non-Cumul$1,001 - $15,00010–
January 5, 2023Soldrepresenting a 1/40th ownership interest in a share of Fixed Rate Perp$1,001 - $15,00011–
January 5, 2023SoldRegions Financial Corporation Depositary Shares Representing 1/40th Pe$1,001 - $15,00011–
January 5, 2023SoldSOF S: New S O: IRA #2 Southern Company (SO)$15,001 - $50,00011+76.7%
January 5, 2023SoldSOF S: New S O: IRA #2 SP Southern Company (SO)$15,001 - $50,00011+76.7%
August 15, 2022BoughtAT&T Inc. Depositary Shares, each representing a 1/1,000th interest in$15,001 - $50,00012–
August 15, 2022BoughtF S: New S O: IRA #1 Cadence Bank 5.50% Series A ($1,001 - $15,00012–
August 15, 2022Bought1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Pref$15,001 - $50,00012–
August 15, 2022BoughtShares, each representing a 1/400th interest in a share of JPMorgan Ch$15,001 - $50,00012–
August 15, 2022Boughtrepresenting a 1/40th ownership interest in a share of Fixed Rate Perp$15,001 - $50,00012–
August 15, 2022BoughtDepositary Shares, Each Representing a 1/40th Interest in a Share of 4$15,001 - $50,00012–
August 15, 2022BoughtDepositary Shares, each representing 1/1,000th interest in a share of $15,001 - $50,00012–
August 15, 2022BoughtU.S. Bancorp Depositary Shares each representing a 1/1,000th interest $15,001 - $50,00012–
August 15, 2022BoughtShares, each representing a 1/1,000th interest in a share of Non-Cumul$15,001 - $50,00012–
August 10, 2022BoughtF S: New S O: IRA #1 Cadence Bank 5.50% Series A ($15,001 - $50,00012–
August 10, 2022Bought1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Pref$15,001 - $50,00012–
August 10, 2022BoughtShares, each representing a 1/400th interest in a share of JPMorgan Ch$15,001 - $50,00012–
August 10, 2022Boughtrepresenting a 1/40th ownership interest in a share of Fixed Rate Perp$15,001 - $50,00012–
August 10, 2022Boughtrepresenting a 1/40th ownership interest in a share of Fixed Rate Perp$1,001 - $15,00012–
August 10, 2022BoughtDepositary Shares, Each Representing a 1/40th Interest in a Share of 4$15,001 - $50,00012–
August 10, 2022BoughtShares, each representing a 1/1,000th interest in a share of Non-Cumul$15,001 - $50,00012–
March 11, 2021SoldIlINg S TATuS : New S ubHOlDINg O F : The Neal Patrick Dunn Irrevocabl$100,001 - $250,00013–
February 22, 2021BoughtbancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred St$1,001 - $15,00013–
December 15, 2020SoldBXSBancorpSouth Bank (BXS)$250,001 - $500,00014–
December 15, 2020SoldBXSg fedcbF IlINg S TATuS : New S uBHOlDINg O F : The Neal Patrick Dunn I$50,001 - $100,00014–
December 15, 2020SoldBXSg fedcbF IlINg S TATuS : New S uBHOlDINg O F : IRA #1 BancorpSouth Ban$50,001 - $100,00014–
December 15, 2020Soldrepresenting a 1/1,000th interest in a share of Non-Cumulative Perpetu$15,001 - $50,00014–
July 1, 2020BoughtbancorpSouth bank (bXS)$1,001 - $15,00015–
June 22, 2020BoughtubHOlDINg O F : The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 $50,001 - $100,00015–
May 26, 2020Soldrepresenting a 1/1,000th interest in a share of 5.875% Non- Cumulative$1,001 - $15,00016–
May 26, 2020SoldShares, each representin g a1/400th interest in a share of 6.10% Non-C$1,001 - $15,00016–
May 26, 2020Soldrepresenting a 1/1,000th interest in a share of Non-Cumulative Perpetu$1,001 - $15,00016–
April 1, 2020BoughtbancorpSouth bank (bXS)$1,001 - $15,00017–
February 20, 2020BoughtBXSBancorpsouth Bank (BXs)$1,001 - $15,00018–
December 30, 2019BoughtbancorpSouth bank (bXS)$1,001 - $15,00019–
December 30, 2019Boughtg fedcF IlINg S TATuS : New S ubHOlDINg O F : The Neal Patrick Dunn Ir$1,001 - $15,00019–
December 30, 2019Boughtg fedcF IlINg S TATuS : New S ubHOlDINg O F : Raymond James IRA #1 ban$1,001 - $15,00019–
December 12, 2019Sold some SpousebancorpSouth bank (bXS)$50,001 - $100,00020–
December 12, 2019Sold someg fedcbF ILINg S TATuS : New S ubHOLDINg O F : Leah O Dunn IRA bancorp$250,001 - $500,00020–
December 12, 2019Sold someg fedcbF ILINg S TATuS : New S ubHOLDINg O F : The Neal Patrick Dunn I$50,001 - $100,00020–
December 12, 2019Sold someg fedcbF ILINg S TATuS : New S ubHOLDINg O F : Raymond James IRA #1 ba$50,001 - $100,00020–

Sources

Each trade links to the report it was filed on.

  1. 1
    Neal Patrick MD, Facs Dunn: periodic transaction report filed June 23, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034815.pdf
    H20034815
  2. 2
    Neal Patrick MD, Facs Dunn: periodic transaction report filed March 17, 2026https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034114.pdf
    H20034114
  3. 3
    Neal Patrick MD, Facs Dunn: periodic transaction report filed October 1, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032191.pdf
    H20032191
  4. 4
    Neal Patrick MD, Facs Dunn: periodic transaction report filed August 13, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030735.pdf
    H20030735
  5. 5
    Neal Patrick MD, Facs Dunn: periodic transaction report filed April 3, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029068.pdf
    H20029068
  6. 6
    Neal Patrick MD, Facs Dunn: periodic transaction report filed March 10, 2025https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20027895.pdf
    H20027895
  7. 7
    Neal Patrick Dunn, MD, FACS: periodic transaction report filed December 16, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026250.pdf
    H20026250
  8. 8
    Neal Patrick Dunn, MD, FACS: periodic transaction report filed November 7, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf
    H20026140
  9. 9
    Neal Patrick Dunn, MD, FACS: periodic transaction report filed May 22, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025104.pdf
    H20025104
  10. 10
    Neal Patrick MD, Facs Dunn: periodic transaction report filed May 26, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023022.pdf
    H20023022
  11. 11
    Neal Patrick MD, Facs Dunn: periodic transaction report filed February 17, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022361.pdf
    H20022361
  12. 12
    Neal Patrick MD, Facs Dunn: periodic transaction report filed September 9, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021600.pdf
    H20021600
  13. 13
    Neal Patrick MD, Facs Dunn: periodic transaction report filed March 24, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018369.pdf
    H20018369
  14. 14
    Neal Patrick MD, Facs Dunn: periodic transaction report filed January 15, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018007.pdf
    H20018007
  15. 15
    Neal Patrick MD, FACS Dunn: periodic transaction report filed July 18, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016943.pdf
    H20016943
  16. 16
    Neal Patrick MD, Facs Dunn: periodic transaction report filed June 23, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016690.pdf
    H20016690
  17. 17
    Neal Patrick MD, Facs Dunn: periodic transaction report filed May 1, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016504.pdf
    H20016504
  18. 18
    Neal Patrick MD, Facs Dunn: periodic transaction report filed March 19, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016121.pdf
    H20016121
  19. 19
    Neal Patrick MD, Facs Dunn: periodic transaction report filed January 30, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014974.pdf
    H20014974
  20. 20
    Neal Patrick MD, Facs Dunn: periodic transaction report filed January 20, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014934.pdf
    H20014934