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Neal P. Dunn, official portrait

Neal P. Dunn

Rep. (R-FL-2)

Also filed as Neal Patrick Dunn

Disclosed trades
38
Purchases
23
Sales
13
Stocks traded
17
Likely still held
10
Latest trade
May 11, 2026
Latest filing
Jun 24, 2026

Stocks traded

17 tickers, with the latest disclosed action
BXSBXSSoldDec 15, 2020KEY$JKEY$JBoughtMay 5, 2023CADE$ACADE$ABoughtMay 5, 2023RF$ERF$EBoughtMay 5, 2023WFC$YWFC$YBoughtMay 5, 2023BXS$ABXS$ASoldMar 11, 2021COFCapital One Financial CorporationBoughtJun 2, 2025TFC$RTFC$RBoughtMay 5, 2023USB$PUSB$PBoughtMay 5, 2023CADECADEExchangedFeb 2, 2026HBANHuntington Bancshares IncorporatedExchangedFeb 2, 2026JPMJPMorgan Chase & Co.SoldSep 4, 2025MSTRStrategy IncBoughtDec 24, 2024RFRegions Financial CorporationSoldMay 11, 2026TAT&T Inc.SoldMay 11, 2026T$AT$ABoughtAug 15, 2022WFC$DWFC$DBoughtMay 5, 2023

Likely current holdings

10 positions

Positions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.

COFFirst bought Mar 3, 2025Last bought Jun 2, 20252 filingsMSTRFirst bought Dec 24, 20241 filingOn the 2024 disclosureCADE$AFirst bought Aug 10, 2022Last bought May 5, 20233 filingsKEY$JFirst bought Aug 10, 2022Last bought May 5, 20234 filingsRF$EFirst bought Aug 10, 2022Last bought May 5, 20233 filingsTFC$RFirst bought Aug 15, 2022Last bought May 5, 20232 filingsUSB$PFirst bought Aug 15, 2022Last bought May 5, 20232 filingsWFC$DFirst bought May 5, 20231 filingWFC$YFirst bought Aug 10, 2022Last bought May 5, 20233 filingsT$AFirst bought Aug 15, 20221 filing

Reported holdings

73 assets listed

As reported in their 2024 annual disclosure, filed Aug 13, 2025.

The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.

QQQInvesco QQQ Trust, Series 1Spouse · IRA #1$50,001 - $100,000IBBiShares Biotechnology ETFSpouse · IRA #1$15,001 - $50,000IVViShares Core S&P 500 ETFSpouse · IRA #1$15,001 - $50,000PFFiShares Preferred and Income Securities ETFSpouse · IRA #1$50,001 - $100,000IWMiShares Russell 2000 ETFSpouse · IRA #1$15,001 - $50,000MSTRStrategy IncSpouse · IRA #1$15,001 - $50,000VYMVanguard High Dividend Yield ETFSpouse · IRA #1$15,001 - $50,000VTVVanguard Morningstar Value ETFSpouse · IRA #1$15,001 - $50,000ITAiShares U.S. Aerospace & Defense ETFIRA #2$1,001 - $15,000AMLPAlerian MLP ETFIRA #3$100,001 - $250,000AAPLApple Inc.IRA #3$250,001 - $500,000QQQInvesco QQQ Trust, Series 1IRA #3$500,001 - $1,000,000IBBiShares Biotechnology ETFIRA #3$100,001 - $250,000PFFiShares Preferred and Income Securities ETFIRA #3$1,001 - $15,000IWMiShares Russell 2000 ETFIRA #3$50,001 - $100,000JNJJohnson & JohnsonIRA #3$50,001 - $100,000BILState Street SPDR Bloomberg 1-3 Month T-Bill ETFIRA #3$250,001 - $500,000VYMVanguard High Dividend Yield ETFIRA #3$250,001 - $500,000VTVVanguard Morningstar Value ETFIRA #3$50,001 - $100,000PZAInvesco National AMT-Free Municipal Bond ETFNP DUNN TLF PLEDGENoneQQQInvesco QQQ Trust, Series 1NP DUNN TLF PLEDGE$100,001 - $250,000IBBiShares Biotechnology ETFNP DUNN TLF PLEDGE$15,001 - $50,000IEFAiShares Core MSCI EAFE ETFNP DUNN TLF PLEDGENoneIEMGiShares Core MSCI Emerging Markets ETFNP DUNN TLF PLEDGENone
Show 30 more listed stocks and funds
PFFiShares Preferred and Income Securities ETFNP DUNN TLF PLEDGE$100,001 - $250,000IWMiShares Russell 2000 ETFNP DUNN TLF PLEDGE$50,001 - $100,000SUBiShares Short-Term National Muni Bond ETFNP DUNN TLF PLEDGENoneSHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETFNP DUNN TLF PLEDGENoneHYDVanEck High Yield Muni ETFNP DUNN TLF PLEDGENoneITMVanEck Intermediate Muni ETFNP DUNN TLF PLEDGENoneVUGVanguard Morningstar Growth ETFNP DUNN TLF PLEDGENoneVYMVanguard High Dividend Yield ETFNP DUNN TLF PLEDGE$50,001 - $100,000VYMIVanguard International High Dividend Yield ETFNP DUNN TLF PLEDGE$15,001 - $50,000VBKVanguard Morningstar Small-Cap Growth ETFNP DUNN TLF PLEDGENoneVBRVanguard Morningstar Small-Cap Value ETFNP DUNN TLF PLEDGENoneVTVVanguard Morningstar Value ETFNP DUNN TLF PLEDGE$50,001 - $100,000PZAInvesco National AMT-Free Municipal Bond ETFNP Dunn Tst Cadence PldgNoneQQQInvesco QQQ Trust, Series 1NP Dunn Tst Cadence Pldg$100,001 - $250,000TLTiShares 20+ Year Treasury Bond ETFNP Dunn Tst Cadence PldgNoneIBBiShares Biotechnology ETFNP Dunn Tst Cadence Pldg$15,001 - $50,000IVViShares Core S&P 500 ETFNP Dunn Tst Cadence Pldg$50,001 - $100,000PFFiShares Preferred and Income Securities ETFNP Dunn Tst Cadence Pldg$100,001 - $250,000IWMiShares Russell 2000 ETFNP Dunn Tst Cadence Pldg$50,001 - $100,000SUBiShares Short-Term National Muni Bond ETFNP Dunn Tst Cadence PldgNoneITAiShares U.S. Aerospace & Defense ETFNP Dunn Tst Cadence PldgNoneBILState Street SPDR Bloomberg 1-3 Month T-Bill ETFNP Dunn Tst Cadence PldgNoneSHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETFNP Dunn Tst Cadence PldgNoneXLEState Street Energy Select Sector SPDR ETFNP Dunn Tst Cadence PldgNoneHYDVanEck High Yield Muni ETFNP Dunn Tst Cadence PldgNoneITMVanEck Intermediate Muni ETFNP Dunn Tst Cadence PldgNoneVYMVanguard High Dividend Yield ETFNP Dunn Tst Cadence Pldg$50,001 - $100,000VYMIVanguard International High Dividend Yield ETFNP Dunn Tst Cadence Pldg$15,001 - $50,000BNDXVanguard Total International Bond ETFNP Dunn Tst Cadence PldgNoneVTVVanguard Morningstar Value ETFNP Dunn Tst Cadence Pldg$100,001 - $250,000

Other reported assets (19)

  • Cadence Checking Account$100,001 - $250,000
  • IRA #1 ⇒ BANK OF AMERICA SWEEP ACCOUNTSpouse$1,001 - $15,000
  • IRA #2 ⇒ J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan (JPM$J)$1,001 - $15,000
  • IRA #3 ⇒ AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual P (T$A)$15,001 - $50,000
  • IRA #3 ⇒ Bank of America Sweep Account$1,001 - $15,000
  • IRA #3 ⇒ Cadence Bank 5.50% Series A (CADE$A)$15,001 - $50,000
  • IRA #3 ⇒ Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share o (COF$I)$50,001 - $100,000
  • IRA #3 ⇒ Flaherty & Crumrine Dynamic Preferred and Income Fund (XDFPX)$50,001 - $100,000
  • IRA #3 ⇒ ISHARES US AEROSPACE [ITA]$100,001 - $250,000
  • IRA #3 ⇒ JP Morgan Chase & Co Depositary Shares Preferred Series GG$50,001 - $100,000
  • IRA #3 ⇒ KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Per (KEY$J)$50,001 - $100,000
  • IRA #3 ⇒ Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4 (RF$E)$50,001 - $100,000
Show 7 more
  • IRA #3 ⇒ T ROWE CAPITAL APPRECIATION FUND INV CL [PRWCX]$250,001 - $500,000
  • IRA #3 ⇒ Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of S (TFC$R)$15,001 - $50,000
  • IRA #3 ⇒ U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cum (USB$P)$50,001 - $100,000
  • IRA #3 ⇒ Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu (WFC$Y)$50,001 - $100,000
  • NP DUNN TLF PLEDGE ⇒ BANK OF AMERICA SWEEP ACCOUNT$1,001 - $15,000
  • NP DUNN TLF PLEDGE ⇒ ISHARES CORE S&P 500 [IVV]$50,001 - $100,000
  • NP Dunn Tst Cadence Pldg ⇒ Brokerage sweep account$1,001 - $15,000

Filing ledger

Newest trade first, as disclosed under the STOCK Act
TradedStockTypeAmountDisclosedFiled afterdays from trade
May 11, 2026Regions Financial CorporationRFSale$50,001 - $100,000Jun 24, 202644 days
May 11, 2026AT&T Inc.TSale$15,001 - $50,000Jun 24, 202644 days
Feb 2, 2026CADECADEExchange$1,001 - $15,000Mar 18, 202644 days
Feb 2, 2026Huntington Bancshares IncorporatedHBANExchange$1,001 - $15,000Mar 18, 202644 days
Sep 4, 2025JPMorgan Chase & Co.JPMSale$1,001 - $15,000Oct 2, 202528 days
Jun 2, 2025Capital One Financial CorporationCOFPurchase$1,001 - $15,000Aug 13, 202572 days
Mar 3, 2025Capital One Financial CorporationCOFPurchase$1,001 - $15,000Apr 4, 202532 days
Dec 24, 2024Strategy IncMSTRPurchase$15,001 - $50,000Mar 10, 202576 days
May 5, 2023WFC$DWFC$DPurchase$1,001 - $15,000May 26, 202321 days
May 5, 2023WFC$YWFC$YPurchase$1,001 - $15,000May 26, 202321 days
May 5, 2023CADE$ACADE$APurchase$1,001 - $15,000May 26, 202321 days
May 5, 2023KEY$JKEY$JPurchase$1,001 - $15,000May 26, 202321 days
May 5, 2023RF$ERF$EPurchase$1,001 - $15,000May 26, 202321 days
May 5, 2023TFC$RTFC$RPurchase$1,001 - $15,000May 26, 202321 days
May 5, 2023USB$PUSB$PPurchase$1,001 - $15,000May 26, 202321 days
Aug 15, 2022KEY$JKEY$JPurchase$15,001 - $50,000Sep 9, 202225 days
Aug 15, 2022RF$ERF$EPurchase$15,001 - $50,000Sep 9, 202225 days
Aug 15, 2022TFC$RTFC$RPurchase$15,001 - $50,000Sep 9, 202225 days
Aug 15, 2022USB$PUSB$PPurchase$15,001 - $50,000Sep 9, 202225 days
Aug 15, 2022T$AT$APurchase$15,001 - $50,000Sep 9, 202225 days

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Amounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.