neal p. dunn

House / Republican / Florida

"Dr. Neal Dunn is a U.S. Representative from Florida, focusing on healthcare, veterans' issues, and economic growth."

Net Worth Est.

$5.10 M

Trade volume

$4.43 M

Total trades

Last Traded

Mar. 03, 2025

Trades
Current Portfolio
Networth

Trade volume

Top Traded Sectors

Technology services
6

Trade Volume$4.43 M

Total Trades$26

Ticker	Transaction	Transaction on	Description	Change Since Trade
- Capital One Financial Corporation	Purchase $1,001 - $15,000	Mar 03, 2025 Reported on Apr 03, 2025	Held At Merrill Lynch	----
MSTR MSTR Strategy	Purchase $15,001 - $50,000	Dec 24, 2024 Reported on Mar 10, 2025	Held At Merrill Lynch	6.72%
- Jp Morgan Chase & Co Depositary	Purchase $1,001 - $15,000	Nov 06, 2024 Reported on Dec 16, 2024	Publicly Traded Preferred Shares	----
- Cadence Bank 5.50% Series A	Purchase $1,001 - $15,000	Nov 06, 2024 Reported on Dec 16, 2024	---	----
- Capital One Financial Corporation	Purchase $1,001 - $15,000	Nov 06, 2024 Reported on Dec 16, 2024	---	----
- Regions Financial Corporation	Purchase $1,001 - $15,000	Nov 06, 2024 Reported on Dec 16, 2024	---	----
- U.S. Bancorp Depositary Shares Each	Purchase $1,001 - $15,000	Nov 06, 2024 Reported on Dec 16, 2024	Held At Merrill Lynch	----
- Keycorp Depositary Shares Each	Purchase $1,001 - $15,000	Sep 27, 2024 Reported on Nov 07, 2024	---	----
- Truist Financial Corporation	Purchase $1,001 - $15,000	Sep 27, 2024 Reported on Nov 07, 2024	---	----
- Regions Financial Corporation	Purchase $1,001 - $15,000	Sep 27, 2024 Reported on Nov 07, 2024	---	----
- Capital One Financial Corporation	Purchase $1,001 - $15,000	Sep 27, 2024 Reported on Nov 07, 2024	---	----
- Cadence Bank 5.50% Series A	Purchase $1,001 - $15,000	Sep 27, 2024 Reported on Nov 07, 2024	---	----
- AT&T Inc. Depositary Shares, Each	Purchase $1,001 - $15,000	Sep 27, 2024 Reported on Nov 07, 2024	---	----
- Us Bancorp Preferred Series K [Ot]	Purchase $1,001 - $15,000	Sep 27, 2024 Reported on Nov 07, 2024	Held At Merrill Lynch	----
- Jp Morgan Chase & Co Depositary	Purchase $1,001 - $15,000	Sep 27, 2024 Reported on Nov 07, 2024	Publicly Traded Preferred Shares	----
- Wells Fargo & Company Depositary	Sale $1,001 - $15,000	Apr 24, 2024 Reported on May 22, 2024	Held At Merrill Lynch	----
- J Morgan Chase & Co Depositary	Purchase $1,001 - $15,000	Apr 24, 2024 Reported on May 22, 2024	---	----
- Capital One Financial Corporation	Purchase $1,001 - $15,000	May 05, 2023 Reported on May 26, 2023	---	----
- Wells Fargo & Company Depositary	Purchase $1,001 - $15,000	May 05, 2023 Reported on May 26, 2023	---	----
- Wells Fargo & Company Depositary	Purchase $1,001 - $15,000	May 05, 2023 Reported on May 26, 2023	---	----
- Wells Fargo & Company Depositary	Purchase $1,001 - $15,000	May 05, 2023 Reported on May 26, 2023	Held At Merrill Lynch	----
- Cadence Bank 5.50% Series A	Purchase $1,001 - $15,000	May 05, 2023 Reported on May 26, 2023	---	----
- Keycorp Depositary Shares Each	Purchase $1,001 - $15,000	May 05, 2023 Reported on May 26, 2023	---	----
- J Morgan Chase & Co Depositary	Purchase $1,001 - $15,000	May 05, 2023 Reported on May 26, 2023	---	----
- J Morgan Chase & Co Depositary	Purchase $1,001 - $15,000	May 05, 2023 Reported on May 26, 2023	---	----
- J Morgan Chase & Co Depositary	Purchase $1,001 - $15,000	May 05, 2023 Reported on May 26, 2023	---	----
- Regions Financial Corporation	Purchase $1,001 - $15,000	May 05, 2023 Reported on May 26, 2023	---	----
- U.S. Bancorp Depositary Shares Each	Purchase $1,001 - $15,000	May 05, 2023 Reported on May 26, 2023	---	----
- Truist Financial Corporation	Purchase $1,001 - $15,000	May 05, 2023 Reported on May 26, 2023	---	----
SO SO Southern	Sale $15,001 - $50,000	Jan 05, 2023 Reported on Feb 17, 2023	Held At Merrill Lynch	28.59%
SO SO Southern	Sale $15,001 - $50,000	Jan 05, 2023 Reported on Feb 17, 2023	---	28.59%
- AT&T Inc. Depositary Shares, Each	Purchase $15,001 - $50,000	Aug 15, 2022 Reported on Sep 09, 2022	---	----
- Wells Fargo & Company Depositary	Purchase $15,001 - $50,000	Aug 15, 2022 Reported on Sep 09, 2022	---	----
- U.S. Bancorp Depositary Shares Each	Purchase $15,001 - $50,000	Aug 15, 2022 Reported on Sep 09, 2022	---	----
- Capital One Financial Corporation	Purchase $15,001 - $50,000	Aug 15, 2022 Reported on Sep 09, 2022	---	----
- Regions Financial Corporation	Purchase $15,001 - $50,000	Aug 15, 2022 Reported on Sep 09, 2022	---	----
- Keycorp Depositary Shares Each	Purchase $15,001 - $50,000	Aug 15, 2022 Reported on Sep 09, 2022	---	----
- J Morgan Chase & Co Depositary	Purchase $15,001 - $50,000	Aug 15, 2022 Reported on Sep 09, 2022	---	----
- Cadence Bank 5.50% Series A	Purchase $1,001 - $15,000	Aug 15, 2022 Reported on Sep 09, 2022	---	----
- Truist Financial Corporation	Purchase $15,001 - $50,000	Aug 15, 2022 Reported on Sep 09, 2022	---	----
- J Morgan Chase & Co Depositary	Purchase $15,001 - $50,000	Aug 10, 2022 Reported on Sep 09, 2022	---	----
- Cadence Bank 5.50% Series A	Purchase $15,001 - $50,000	Aug 10, 2022 Reported on Sep 09, 2022	---	----
- Wells Fargo & Company Depositary	Purchase $15,001 - $50,000	Aug 10, 2022 Reported on Sep 09, 2022	Held At Merrill Lynch	----
- Capital One Financial Corporation	Purchase $15,001 - $50,000	Aug 10, 2022 Reported on Sep 09, 2022	---	----
- Keycorp Depositary Shares Each	Purchase $1,001 - $15,000	Aug 10, 2022 Reported on Sep 09, 2022	---	----
- Regions Financial Corporation	Purchase $1,001 - $15,000	Aug 10, 2022 Reported on Sep 09, 2022	---	----
- Regions Financial Corporation	Purchase $15,001 - $50,000	Aug 10, 2022 Reported on Sep 09, 2022	---	----
- Keycorp Depositary Shares Each	Purchase $15,001 - $50,000	Aug 10, 2022 Reported on Sep 09, 2022	---	----
- Bancorpsouth Bank 5.50% Series	Sale $100,001 - $250,000	Mar 11, 2021 Reported on Mar 24, 2021	---	----
- Bancorpsouth Bank 5.50% Series	Purchase $1,001 - $15,000	Feb 22, 2021 Reported on Mar 24, 2021	---	----
BXS BXS Bancorpsouth Bank	Sale $250,001 - $500,000	Dec 15, 2020 Reported on Jan 15, 2021	---	----
BXS BXS Bancorpsouth Bank	Sale $50,001 - $100,000	Dec 15, 2020 Reported on Jan 15, 2021	---	----
BXS BXS Bancorpsouth Bank	Sale $50,001 - $100,000	Dec 15, 2020 Reported on Jan 15, 2021	---	----
- Bancorpsouth Bank 5.50% Series	Sale $100,001 - $250,000	Dec 07, 2020 Reported on Dec 23, 2020	---	----
- J Morgan Chase & Co Depositary	Sale $1,001 - $15,000	Dec 07, 2020 Reported on Dec 23, 2020	Held Until 2019 At Summit Bank; Moved Late 2019 To Bancorpsouth	----
- Bancorpsouth Bank 5.50% Series	Purchase $1,001 - $15,000	Nov 20, 2020 Reported on Dec 23, 2020	---	----
- Bancorpsouth Bank 5.50% Series	Purchase $1,001 - $15,000	Nov 20, 2020 Reported on Dec 23, 2020	---	----
- Bancorpsouth Bank 5.50% Series	Sale (Partial) $50,001 - $100,000	Nov 17, 2020 Reported on Dec 23, 2020	---	----
BXS BXS Bancorpsouth Bank	Purchase $1,001 - $15,000	Oct 01, 2020 Reported on Nov 05, 2020	---	----
- Bancorpsouth Bank 5.50% Series	Purchase $1,001 - $15,000	Aug 20, 2020 Reported on Sep 09, 2020	---	----
- Bancorpsouth Bank 5.50% Series	Purchase $1,001 - $15,000	Aug 20, 2020 Reported on Sep 09, 2020	---	----
- Bank Of America Corporation	Sale $15,001 - $50,000	Aug 07, 2020 Reported on Sep 09, 2020	---	----
- Bank Of America Corporation	Sale $1,001 - $15,000	Aug 07, 2020 Reported on Sep 09, 2020	Held Until 2019 At Summit Bank; Moved Late 2019 To Bancorpsouth	----
BXS BXS Bancorpsouth Bank	Purchase $1,001 - $15,000	Jul 01, 2020 Reported on Jul 18, 2020	---	----
- Bank Of America Corporation	Sale $1,001 - $15,000	May 26, 2020 Reported on Jun 23, 2020	---	----
- J Morgan Chase & Co Depositary	Sale $1,001 - $15,000	May 26, 2020 Reported on Jun 23, 2020	---	----
- Wells Fargo & Company	Sale $1,001 - $15,000	May 26, 2020 Reported on Jun 23, 2020	---	----
BXS BXS Bancorpsouth Bank	Purchase $1,001 - $15,000	Apr 01, 2020 Reported on May 01, 2020	---	----
BXS BXS Bancorpsouth Bank	Purchase $1,001 - $15,000	Feb 20, 2020 Reported on Mar 19, 2020	---	----
BXS BXS Bancorpsouth Bank	Purchase $1,001 - $15,000	Dec 30, 2019 Reported on Jan 30, 2020	---	----
BXS BXS Bancorpsouth Bank	Purchase $1,001 - $15,000	Dec 30, 2019 Reported on Jan 30, 2020	---	----
BXS BXS Bancorpsouth Bank	Purchase $1,001 - $15,000	Dec 30, 2019 Reported on Jan 30, 2020	---	----
BXS BXS Bancorpsouth Bank	Sale (Partial) $50,001 - $100,000	Dec 12, 2019 Reported on Jan 20, 2020	---	----
BXS BXS Bancorpsouth Bank	Sale (Partial) $50,001 - $100,000	Dec 12, 2019 Reported on Jan 20, 2020	---	----
BXS BXS Bancorpsouth Bank	Sale (Partial) $250,001 - $500,000	Dec 12, 2019 Reported on Jan 20, 2020	---	----
BXS BXS Bancorpsouth Bank	Sale (Partial) $50,001 - $100,000	Dec 12, 2019 Reported on Jan 20, 2020	---	----
BXS BXS Bancorpsouth Bank	Sale (Partial) $100,001 - $250,000	Nov 12, 2019 Reported on Dec 11, 2019	---	----
BXS BXS Bancorpsouth Bank	Sale (Partial) $50,001 - $100,000	Nov 12, 2019 Reported on Dec 11, 2019	---	----
BXS BXS Bancorpsouth Bank	Sale (Partial) $500,001 - $1,000,000	Nov 12, 2019 Reported on Dec 11, 2019	---	----
BXS BXS Bancorpsouth Bank	Sale (Partial) $100,001 - $250,000	Nov 11, 2019 Reported on Dec 11, 2019	---	----
BXS BXS Bancorpsouth Bank	Sale (Partial) $50,001 - $100,000	Nov 11, 2019 Reported on Dec 11, 2019	---	----
BXS BXS Bancorpsouth Bank	Sale (Partial) $100,001 - $250,000	Nov 11, 2019 Reported on Dec 11, 2019	---	----
- Bb&T Corporation Depositary	Sale $1,001 - $15,000	Sep 03, 2019 Reported on Sep 30, 2019	---	----
- Bb&T Corporation Depositary	Sale $1,001 - $15,000	Sep 03, 2019 Reported on Sep 30, 2019	---	----
- Global Ct & Pet Imaging, LLC	Sale (Partial) $100,001 - $250,000	Sep 01, 2019 Reported on Sep 30, 2019	Sale Will Result In Complete Sale Of Class A Shares And Remaining Ownership Of Class B Shares. A Portion Of The	----
- Summit Bank, Na [Ps]	Sale $50,001 - $100,000	Sep 01, 2019 Reported on Sep 30, 2019	Buyout Of Options To Purchase Shares Of Summit Bank, Na.	----
- J Morgan Chase & Co Depositary	Purchase $1,001 - $15,000	Jan 14, 2019 Reported on Feb 07, 2019	---	----
- Bb&T Corporation Depositary	Purchase $1,001 - $15,000	Jan 14, 2019 Reported on Feb 07, 2019	---	----
- Bb&T Corporation Depositary	Purchase $1,001 - $15,000	Jan 14, 2019 Reported on Feb 07, 2019	---	----
- Bank Of America Corporation	Purchase $1,001 - $15,000	Jan 14, 2019 Reported on Feb 07, 2019	---	----
- J Morgan Chase & Co Depositary	Purchase $1,001 - $15,000	Jan 14, 2019 Reported on Feb 07, 2019	---	----
- Wells Fargo & Company	Purchase $1,001 - $15,000	Jan 14, 2019 Reported on Feb 07, 2019	Owns 25% Of Dunn Properties Llc And Dsi Llc. Owns 50% Of Gulf Resources Llc And West Pcb Holdings Llc.	----
- Wells Fargo & Company	Purchase $1,001 - $15,000	Jan 14, 2019 Reported on Feb 07, 2019	---	----
- Bank Of America Corporation	Purchase $1,001 - $15,000	Jan 14, 2019 Reported on Feb 07, 2019	---	----
- Bank Of America Corporation	Purchase $1,001 - $15,000	Jan 14, 2019 Reported on Feb 07, 2019	---	----
- Summit Bank, Na [Ps]	Purchase $50,001 - $100,000	Jul 12, 2017 Reported on Sep 11, 2018	Grant Of Shares; Exercise Of Options And Warrants That Vested In 2008.	----
SO SO Southern	Purchase $1,001 - $15,000	Jun 29, 2017 Reported on Jul 10, 2017	---	87.41%
SO SO Southern	Purchase $15,001 - $50,000	May 30, 2017 Reported on Jun 07, 2017	---	78.96%
SO SO Southern	Purchase $15,001 - $50,000	May 30, 2017 Reported on Jun 07, 2017	---	78.96%

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neal p. dunn

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