Neal P. Dunn (R-FL-2), a current Republican member of the House, has disclosed 122 trades since 2017: 77 purchases worth about $1.40M and 39 sales worth about $3.67M, in 22 stocks. Most traded: BXS, BXS$A, COF$I. As a portfolio, their stock holdings and trades returned +212.6% from May 2017, against +211.5% for the S&P 500. Trades took a median 29 days to be disclosed; 3 came late.
Neal P. Dunn’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since May 2017: +212.6%, against +211.5% for SPY; the largest fall on the way was -39.0%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Neal P. Dunn | Nov 2025 | +25.3% | +10.1% | +15.2% | – | -10.6% | 1.21 | 0.47 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Neal P. Dunn | Nov 2023 | +107.5% | +72.6% | +34.9% | +27.7% | -21.2% | 1.37 | 0.80 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Neal P. Dunn | Nov 2021 | +137.8% | +61.1% | +76.7% | +18.9% | -21.2% | 1.00 | 0.82 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Neal P. Dunn | Jan 2026 | +24.6% | +10.1% | +14.5% | – | -9.7% | 1.32 | 0.48 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Neal P. Dunn | May 2017 | +212.6% | +211.5% | +1.0% | +12.9% | -39.0% | 0.65 | 0.81 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BXSBANCORPSOUTH INC | Financial Services | Closed | – | – | 20 | 7 | 13 | $56.00K | $2.55M | – | Dec 15, 2020 |
| BXS$ABancorpSoUth Bank 5.50% Series A Non-CUmULative Perpetual Preferred Stock (BXS$A) | – | Closed | – | – | 14 | 11 | 3 | $320.01K | $425.00K | – | Mar 11, 2021 |
| RF$ERegions 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) | – | Closed | – | – | 7 | 6 | 1 | $97.00K | $75.00K | – | May 11, 2026 |
| SOSouthern Co | Utilities | Closed | – | – | 5 | 3 | 2 | $73.00K | $65.00K | -121.5% | Jan 5, 2023 |
| COF$ICapital 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) | – | Closed | – | – | 7 | 7 | 0 | $105.00K | $0.00 | – | Jun 2, 2025 |
| JPM$JJ 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) | – | Closed | – | – | 7 | 5 | 2 | $89.00K | $16.00K | – | Sep 4, 2025 |
| KEY$JKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | – | Closed | – | – | 6 | 5 | 1 | $89.00K | $8.00K | – | Sep 27, 2024 |
| RF$ARegions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) | – | Closed | – | – | 2 | 1 | 1 | $75.00K | $8.00K | – | Jan 5, 2023 |
| T$AAT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | – | Closed | – | – | 3 | 2 | 1 | $40.50K | $32.50K | – | May 11, 2026 |
| WFC$YWells 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) | – | Closed | – | – | 3 | 3 | 0 | $73.00K | $0.00 | – | May 5, 2023 |
| BAC$KBank 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) | – | Closed | – | – | 6 | 3 | 3 | $24.00K | $48.50K | – | Aug 7, 2020 |
| CADE$ACadence Bank 5.50% Series A (CADE$A) | – | Closed | – | – | 6 | 5 | 0 | $64.50K | $0.00 | – | Feb 2, 2026 |
| WFC$VWells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-CUmULative Perpetual Class A Preferred Stock, Series V (WFC$V) | – | Closed | – | – | 4 | 2 | 2 | $16.00K | $40.50K | – | Dec 15, 2020 |
| TFC$RTruist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) | – | Closed | – | – | 3 | 3 | 0 | $48.50K | $0.00 | – | Sep 27, 2024 |
| USB$PU.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) | – | Closed | – | – | 3 | 3 | 0 | $48.50K | $0.00 | – | Nov 6, 2024 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| T$AAT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A | Self | Sell | $15K–$50K | May 11, 2026 | Jun 23, 2026 | 43d | – | – | |
| JP Morgan Chase & Co Depositary Shares Preferred Series GGOther | Self | Sell | $50K–$100K | May 11, 2026 | Jun 23, 2026 | 43d | – | – | |
| RF$ERegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E | Self | Sell | $50K–$100K | May 11, 2026 | Jun 23, 2026 | 43d | – | – | |
| CADE$ACadence Bank 5.50% Series A | Self | Exchange | $1K–$15K | Feb 2, 2026 | Mar 17, 2026 | 43d | – | – | |
| HBANZHuntington Bancshares Incorporated - Depositary Shares L Preferred Stock | Self | Exchange | $1K–$15K | Feb 2, 2026 | Mar 17, 2026 | 43d | -15.9% | -24.1% | |
| JPM$JJ 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 | Self | Sell (Partial) | $1K–$15K | Sep 4, 2025 | Oct 1, 2025 | 27d | – | – | |
| COF$ICapital 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 | Self | Buy | $1K–$15K | Jun 2, 2025 | Aug 13, 2025 | 72d late | – | – | |
| COF$ICapital 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 | Self | Buy | $1K–$15K | Mar 3, 2025 | Apr 3, 2025 | 31d | – | – | |
| MSTRMicroStrategy Incorporated - Class A Common Stock | Spouse | Buy | $15K–$50K | Dec 24, 2024 | Mar 10, 2025 | 76d late | -63.5% | -88.6% | |
| CADE$ACadence Bank 5.50% Series A | Self | Buy | $1K–$15K | Nov 6, 2024 | Dec 16, 2024 | 40d | – | – | |
| COF$ICapital 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 | Self | Buy | $1K–$15K | Nov 6, 2024 | Dec 16, 2024 | 40d | – | – | |
| JP Morgan Chase & Co Depositary Shares Preferred Series GGOther | Self | Buy | $1K–$15K | Nov 6, 2024 | Dec 16, 2024 | 40d | – | – | |
| RF$ERegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E | Self | Buy | $1K–$15K | Nov 6, 2024 | Dec 16, 2024 | 40d | – | – | |
| USB$PU.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock | Self | Buy | $1K–$15K | Nov 6, 2024 | Dec 16, 2024 | 40d | – | – | |
| T$AAT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A | Self | Buy | $1K–$15K | Sep 27, 2024 | Nov 7, 2024 | 41d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Neal P. Dunn (R-FL-2), a current Republican member of the House, has disclosed 122 trades since 2017: 77 purchases worth about $1.40M and 39 sales worth about $3.67M, in 22 stocks. Most traded: BXS, BXS$A, COF$I. As a portfolio, their stock holdings and trades returned +212.6% from May 2017, against +211.5% for the S&P 500. Trades took a median 29 days to be disclosed; 3 came late.
None of the stocks Neal P. Dunn disclosed is still held in their latest annual report and the trades on file since.
As a portfolio, their stock holdings and trades returned +212.6% from May 2017 to November 2026, against +211.5% for the S&P 500, with a largest fall of -39.0%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 29 days to be disclosed. 3 of 122 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.