← Congress stock tracker

Every stock trade Neal Dunn has disclosed

Representative (R-FL) · U.S. Representative · FL-02

Key points

  • Neal Dunn has disclosed 101 stock transactions between Jun 29, 2017 and May 11, 2026, covering 67 purchases and 30 sales.
  • The most frequently traded position on the record is BXS with 15 trades, followed by RF-PE (7).
  • The largest single disclosed bracket is $1,000,001 - $5,000,000 for BB&T Corporation Depositary shares Representing 1/1000th Perpetual Preferred series D (BBT$D) [sT] s09/03/201909/09/2019$1,001 - $15,000 gfedcb FILING sTaTUs: New The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 BB&T Corporation Depositary shares Representing 1/1000th Perpetual Preferred series D (BBT$D) [sT] s09/03/201909/09/2019$1,001 - $15,000 gfedcb FILING sTaTUs: New Raymond James IRa #1 Global CT & PET Imaging, LLC [oL] s (partial)09/01/201909/01/2019$100,001 - $250,000 gfedcb FILING sTaTUs: New The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012-DsI LLC LoCaTIoN: Panama City, FL, Us a portion of the transaction amount is contingent on achieving revenue benchmarks. summit Bank, Na [Ps]s09/01/201909/01/2019$50,001 - $100,000 gfedcb FILING sTaTUs: New LoCaTIoN: Panama City, FL, Us summit Financial Enterprises Inc. [Ps], traded Sep 1, 2019.
  • Across 32 disclosed stock purchases, the median position returned -1.9% in the 12 months after the trade date, against +14.8% for the S&P 500 ETF SPY over the same windows. 1 of 32 (3%) beat the index.
  • The most recent filing on record was disclosed Jun 23, 2026. Members have up to 45 days to report a trade, so newer trades may not be public yet.

This is the public record of stock transactions Neal Dunn has reported under the STOCK Act, which requires members of Congress to disclose trades by themselves, a spouse or a dependent child. It is a record of what has been filed, not a portfolio: the law allows up to 45 days to report, amounts are disclosed as brackets rather than exact figures, and many of these trades are executed by advisers or in managed accounts. Nothing here is investment advice.

How the disclosed purchases performed

Each purchase measured over the 12 months following its disclosed transaction date, against SPY over that same window. Equal-weighted, one count per purchase.

MeasureThis memberSPY over the same windows
Median 12-month return after purchase-1.9%+14.8%
Median difference vs SPY-14.9%
Purchases that beat SPY1 of 32 (3%)
StockPurchasedNext 12 monthsvs SPY
KEY-PJMay 5, 2023+39.5%+12.5%
RF-PEMay 5, 2023+25.1%-1.9%
USB-PPMay 5, 2023+21.4%-5.6%
MSTRDec 24, 2024-55.7%-71.9%
KEY-PJAug 15, 2022-18.2%-23.1%
KEY-PJAug 10, 2022-14.8%-22.7%

What this is not. These are not Neal Dunn's returns. Disclosures report a dollar bracket and never a share count, so positions cannot be weighted and every purchase here counts once and equally. Sales are not matched back to the buys that opened them, so a position may well have been sold long ago; this measures how the stock moved in the year after the disclosed purchase date, nothing more. 3 of the 32 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet. A further 5 purchases are not counted because the ticker no longer trades or could not be priced.

Most-traded stocks

Ranked by how many separate transactions mention the stock, across the whole record.

StockTradesBuys / sellsLargest bracketLast traded
BXS BancorpSouth Bank155 buy 9 sellup to $1,000,000Dec 15, 2020
RF-PE Regions Financial Corporatio76 buy 1 sellup to $100,000May 11, 2026
CADE-PA Cadence Bank 5.50% Series A65 buy 0 sellup to $50,000Feb 2, 2026
KEY-PJ KeyCorp Depositary Shares ea65 buy 1 sellup to $50,000Sep 27, 2024
COF-PI Capital One Financial Corpor55 buy 0 sellup to $50,000Nov 6, 2024
JPM-PJ J P Morgan Chase & Co Deposi43 buy 1 sellup to $50,000Apr 24, 2024
BAC The Neal Patrick Dunn Irrevo41 buy 3 sellup to $50,000Aug 7, 2020
T-PA AT&T Inc. Depositary Shares,32 buy 1 sellup to $50,000May 11, 2026
USB-PP U.S. Bancorp Depositary Shar33 buy 0 sellup to $50,000Nov 6, 2024
TFC-PR Truist Financial Corporation33 buy 0 sellup to $50,000Sep 27, 2024
WFC-PY Wells Fargo & Company Deposi33 buy 0 sellup to $50,000May 5, 2023
WFC IRA #2 Wells Fargo & Company31 buy 2 sellup to $50,000Dec 15, 2020

Every disclosed trade

All 101 disclosed transactions, newest first.

StockActionDisclosed amountHeld byTradedDisclosedFiling
T-PASale (Full)$15,001 - $50,000MemberMay 11, 2026Jun 23, 2026Filing ↗
JP Morgan Chase & Co Depositary Shares P
Preferred Stock
Sale (Full)$50,001 - $100,000MemberMay 11, 2026Jun 23, 2026Filing ↗
RF-PESale (Full)$50,001 - $100,000MemberMay 11, 2026Jun 23, 2026Filing ↗
TSale$15,001 - $50,000MemberMay 11, 2026Jun 23, 2026Filing ↗
RFSale$50,001 - $100,000MemberMay 11, 2026Jun 23, 2026Filing ↗
CADE-PA
Received Huntington Banc Shares Series-L in exchange for asset listed above due to corporate action.
Exchange$1,001 - $15,000MemberFeb 2, 2026Mar 17, 2026Filing ↗
HBANZ
Received asset listed above in exchange for Cadence Bank Preferred Shares due to corporate action.
Exchange$1,001 - $15,000MemberFeb 2, 2026Mar 17, 2026Filing ↗
JPM
Held at Morgan Stanley
Sale (Partial)$1,001 - $15,000MemberSep 4, 2025Oct 1, 2025Filing ↗
Capital One Financial Corporation Deposi
Held at Merrill Lynch
Purchase$1,001 - $15,000MemberJun 2, 2025Aug 13, 2025Filing ↗
Capital One Financial Corporation Deposi
Held at Merrill Lynch
Purchase$1,001 - $15,000MemberMar 3, 2025Apr 3, 2025Filing ↗
MSTR
Held at Merrill Lynch
Purchase$15,001 - $50,000SpouseDec 24, 2024Mar 10, 2025Filing ↗
CADE-PAPurchase$1,001 - $15,000MemberNov 6, 2024Dec 16, 2024Filing ↗
COF-PIPurchase$1,001 - $15,000MemberNov 6, 2024Dec 16, 2024Filing ↗
JP Morgan Chase & Co Depositary Shares P
Publicly traded preferred shares
Purchase$1,001 - $15,000MemberNov 6, 2024Dec 16, 2024Filing ↗
RF-PEPurchase$1,001 - $15,000MemberNov 6, 2024Dec 16, 2024Filing ↗
USB-PPPurchase$1,001 - $15,000MemberNov 6, 2024Dec 16, 2024Filing ↗
T-PAPurchase$1,001 - $15,000MemberSep 27, 2024Nov 7, 2024Filing ↗
CADE-PAPurchase$1,001 - $15,000MemberSep 27, 2024Nov 7, 2024Filing ↗
COF-PIPurchase$1,001 - $15,000MemberSep 27, 2024Nov 7, 2024Filing ↗
JP Morgan Chase & Co Depositary Shares P
Publicly traded preferred shares
Purchase$1,001 - $15,000MemberSep 27, 2024Nov 7, 2024Filing ↗
KEY-PJPurchase$1,001 - $15,000MemberSep 27, 2024Nov 7, 2024Filing ↗
RF-PEPurchase$1,001 - $15,000MemberSep 27, 2024Nov 7, 2024Filing ↗
TFC-PRPurchase$1,001 - $15,000MemberSep 27, 2024Nov 7, 2024Filing ↗
US Bancorp Preferred Series K
Publicly traded preferred stock
Purchase$1,001 - $15,000MemberSep 27, 2024Nov 7, 2024Filing ↗
JPM-PJ
Filing Status: New Subholding Of: IRA #2
Sale (Full)$1,001 - $15,000MemberApr 24, 2024May 22, 2024Filing ↗
WFC-PD
Filing Status: New Subholding Of: IRA #2
Sale (Full)$1,001 - $15,000MemberApr 24, 2024May 22, 2024Filing ↗
CADE-PAPurchase$1,001 - $15,000MemberMay 5, 2023May 26, 2023Filing ↗
COF-PIPurchase$1,001 - $15,000MemberMay 5, 2023May 26, 2023Filing ↗
JPM-PJPurchase$1,001 - $15,000SpouseMay 5, 2023May 26, 2023Filing ↗
KEY-PJPurchase$1,001 - $15,000MemberMay 5, 2023May 26, 2023Filing ↗
RF-PEPurchase$1,001 - $15,000MemberMay 5, 2023May 26, 2023Filing ↗
TFC-PRPurchase$1,001 - $15,000MemberMay 5, 2023May 26, 2023Filing ↗
USB-PPPurchase$1,001 - $15,000MemberMay 5, 2023May 26, 2023Filing ↗
WFC-PDPurchase$1,001 - $15,000SpouseMay 5, 2023May 26, 2023Filing ↗
WFC-PYPurchase$1,001 - $15,000MemberMay 5, 2023May 26, 2023Filing ↗
KEY-PJSale (Full)$1,001 - $15,000MemberJan 5, 2023Feb 17, 2023Filing ↗
RF-PASale (Full)$1,001 - $15,000MemberJan 5, 2023Feb 17, 2023Filing ↗
SOSale (Full)$15,001 - $50,000SpouseJan 5, 2023Feb 17, 2023Filing ↗
T-PAPurchase$15,001 - $50,000MemberAug 15, 2022Sep 9, 2022Filing ↗
CADE-PAPurchase$1,001 - $15,000MemberAug 15, 2022Sep 9, 2022Filing ↗
COF-PIPurchase$15,001 - $50,000MemberAug 15, 2022Sep 9, 2022Filing ↗
JPM-PJPurchase$15,001 - $50,000MemberAug 15, 2022Sep 9, 2022Filing ↗
KEY-PJPurchase$15,001 - $50,000MemberAug 15, 2022Sep 9, 2022Filing ↗
RF-PEPurchase$15,001 - $50,000MemberAug 15, 2022Sep 9, 2022Filing ↗
TFC-PRPurchase$15,001 - $50,000MemberAug 15, 2022Sep 9, 2022Filing ↗
USB-PPPurchase$15,001 - $50,000MemberAug 15, 2022Sep 9, 2022Filing ↗
WFC-PYPurchase$15,001 - $50,000MemberAug 15, 2022Sep 9, 2022Filing ↗
CADE-PAPurchase$15,001 - $50,000MemberAug 10, 2022Sep 9, 2022Filing ↗
COF-PIPurchase$15,001 - $50,000MemberAug 10, 2022Sep 9, 2022Filing ↗
JPM-PJPurchase$15,001 - $50,000MemberAug 10, 2022Sep 9, 2022Filing ↗
KEY-PJPurchase$15,001 - $50,000MemberAug 10, 2022Sep 9, 2022Filing ↗
KEY-PJPurchase$1,001 - $15,000MemberAug 10, 2022Sep 9, 2022Filing ↗
RF-PEPurchase$1,001 - $15,000MemberAug 10, 2022Sep 9, 2022Filing ↗
RF-PEPurchase$15,001 - $50,000MemberAug 10, 2022Sep 9, 2022Filing ↗
WFC-PYPurchase$15,001 - $50,000MemberAug 10, 2022Sep 9, 2022Filing ↗
The Neal Patrick Dunn Irrevocable Trust Sale (Full)$100,001 - $250,000MemberMar 11, 2021Mar 24, 2021Filing ↗
bancorpSouth bank 5.50% Series A Non-CumPurchase$1,001 - $15,000MemberFeb 22, 2021Mar 24, 2021Filing ↗
BXSSale (Full)$250,001 - $500,000MemberDec 15, 2020Jan 15, 2021Filing ↗
BXSSale (Full)$50,001 - $100,000MemberDec 15, 2020Jan 15, 2021Filing ↗
WFCSale (Full)$15,001 - $50,000MemberDec 15, 2020Jan 15, 2021Filing ↗
IRA #2 BancorpSouth Bank 5.50% Series A Sale (Full)$100,001 - $250,000MemberDec 7, 2020Dec 23, 2020Filing ↗
IRA #1 J P Morgan Chase & Co Depositary Sale (Full)$1,001 - $15,000MemberDec 7, 2020Dec 23, 2020Filing ↗
BancorpSouth Bank 5.50% Series A Non-CumPurchase$1,001 - $15,000MemberNov 20, 2020Dec 23, 2020Filing ↗
The Neal Patrick Dunn Irrevocable Trust Purchase$1,001 - $15,000MemberNov 20, 2020Dec 23, 2020Filing ↗
IRA #1 BancorpSouth Bank 5.50% Series A Sale (Partial)$50,001 - $100,000MemberNov 17, 2020Dec 23, 2020Filing ↗
BXSPurchase$1,001 - $15,000MemberOct 1, 2020Nov 5, 2020Filing ↗
BancorpSouth Bank 5.50% Series A Non-CumPurchase$1,001 - $15,000MemberAug 20, 2020Sep 9, 2020Filing ↗
IRA #1 BancorpSouth Bank 5.50% Series A Purchase$1,001 - $15,000MemberAug 20, 2020Sep 9, 2020Filing ↗
BACSale (Full)$15,001 - $50,000MemberAug 7, 2020Sep 9, 2020Filing ↗
BACSale (Full)$1,001 - $15,000MemberAug 7, 2020Sep 9, 2020Filing ↗
BXSPurchase$1,001 - $15,000MemberJul 1, 2020Jul 18, 2020Filing ↗
The Neal Patrick Dunn Irrevocable Trust Purchase$50,001 - $100,000MemberJun 22, 2020Jul 18, 2020Filing ↗
BACSale (Full)$1,001 - $15,000MemberMay 26, 2020Jun 23, 2020Filing ↗
The Neal Patrick Dunn Irrevocable Trust Sale (Full)$1,001 - $15,000MemberMay 26, 2020Jun 23, 2020Filing ↗
WFCSale (Full)$1,001 - $15,000MemberMay 26, 2020Jun 23, 2020Filing ↗
BXSPurchase$1,001 - $15,000MemberApr 1, 2020May 1, 2020Filing ↗
BXSPurchase$1,001 - $15,000MemberFeb 20, 2020Mar 19, 2020Filing ↗
BXSPurchase$1,001 - $15,000MemberDec 30, 2019Jan 30, 2020Filing ↗
BXSSale (Partial)$50,001 - $100,000MemberDec 12, 2019Jan 20, 2020Filing ↗
BXSSale (Partial)$250,001 - $500,000MemberDec 12, 2019Jan 20, 2020Filing ↗
The Neal Patrick Dunn Irrevocable Trust Purchase$50,001 - $100,000MemberNov 19, 2019Dec 11, 2019Filing ↗
The Neal Patrick Dunn Irrevocable Trust Purchase$15,001 - $50,000MemberNov 18, 2019Dec 11, 2019Filing ↗
The Neal Patrick Dunn Irrevocable Trust Purchase$15,001 - $50,000MemberNov 15, 2019Dec 11, 2019Filing ↗
Raymond James IRA #1 bancorpSouth bank 5Purchase$15,001 - $50,000MemberNov 15, 2019Dec 11, 2019Filing ↗
Raymond James IRA #2 SPbancorpSouth bankPurchase$15,001 - $50,000MemberNov 15, 2019Dec 11, 2019Filing ↗
Raymond James IRA #3 bancorpSouth bank 5Purchase$50,001 - $100,000MemberNov 15, 2019Dec 11, 2019Filing ↗
BXSSale (Partial)$100,001 - $250,000MemberNov 12, 2019Dec 11, 2019Filing ↗
BXSSale (Partial)$50,001 - $100,000MemberNov 12, 2019Dec 11, 2019Filing ↗
BXSSale (Partial)$500,001 - $1,000,000MemberNov 12, 2019Dec 11, 2019Filing ↗
BXSSale (Partial)$50,001 - $100,000MemberNov 11, 2019Dec 11, 2019Filing ↗
BXSSale (Partial)$100,001 - $250,000MemberNov 11, 2019Dec 11, 2019Filing ↗
BB&T Corporation Depositary shares RepreExchange$1,000,001 - $5,000,000MemberSep 1, 2019Sep 30, 2019Filing ↗
BXSExchange$250,001 - $500,000MemberSep 1, 2019Sep 30, 2019Filing ↗
BACPurchase$1,001 - $15,000MemberJan 14, 2019Feb 7, 2019Filing ↗
Raymond James IRA #4 BB&T Corporation DePurchase$1,001 - $15,000MemberJan 14, 2019Feb 7, 2019Filing ↗
The Neal Patrick Dunn Irrevocable Trust Purchase$1,001 - $15,000MemberJan 14, 2019Feb 7, 2019Filing ↗
Raymond James IRA #1 J P Morgan Chase & Purchase$1,001 - $15,000MemberJan 14, 2019Feb 7, 2019Filing ↗
The Neal Patrick Dunn Irrevocable Trust Purchase$1,001 - $15,000MemberJan 14, 2019Feb 7, 2019Filing ↗
WFCPurchase$1,001 - $15,000MemberJan 14, 2019Feb 7, 2019Filing ↗
summit Bank, Na [Ps]Purchase$50,001 - $100,000MemberJul 12, 2017Sep 11, 2018Filing ↗
SOPurchase$1,001 - $15,000MemberJun 29, 2017Jul 10, 2017Filing ↗

Questions about this record

How many stock trades has Neal Dunn disclosed?

Neal Dunn has disclosed 101 stock transactions in the public STOCK Act record we track, running from Jun 29, 2017 to May 11, 2026. That is 67 purchases and 30 sales. Each one is a periodic transaction report filed with the Clerk of the House.

Which stocks does Neal Dunn trade most often?

The most frequently traded positions on Neal Dunn's disclosures are BXS (15 trades), RF-PE (7 trades), CADE-PA (6 trades), KEY-PJ (6 trades), COF-PI (5 trades). Frequency is not size: the filings report dollar ranges rather than exact amounts, so a single large trade can matter more than several small ones.

Have Neal Dunn's stock picks beaten the market?

Across the 32 stock purchases Neal Dunn has disclosed that we can price, the median position returned -1.9% over the 12 months following the disclosed transaction date, against +14.8% for SPY over the same windows. That is a median difference of -14.9%, and 1 of the 32 purchases (3%) beat the index. These are not the member's actual returns: disclosures give a dollar bracket and no share count, so each purchase is counted once and weighted equally, and any later sale is not matched back to the buy.

How is Neal Dunn's trade performance calculated?

Each disclosed purchase is measured over a fixed 12-month window, from the close on the first trading day on or after the reported transaction date to the close 12 months later, using split- and dividend-adjusted prices. The same window is applied to SPY and the difference is the excess return. A fixed window is used so that trades from different years are comparable: measuring every purchase up to today instead would score a 2014 buy against a decade of index compounding and a recent buy against a few months. Purchases from the last 12 months are excluded because their window has not closed, and 5 more could not be priced because the ticker no longer trades. Sales, options, bonds and municipal securities are not included. Figures update daily.

Are these Neal Dunn's own trades?

Not all of them. Of the 101 transactions on record, 4 are marked as the spouse's and 0 as jointly held. Members must disclose trades made by a spouse or dependent child, and many are executed by financial advisers or in managed accounts, so a disclosure is not evidence that the member personally chose the stock.

How current is this record?

The STOCK Act gives members up to 45 days to report a trade, so the newest transaction here (May 11, 2026) was disclosed on Jun 23, 2026 and more recent trades may exist that have not been filed yet. This page is a record of what has been disclosed, not a statement of what Neal Dunn currently holds.

Do the dollar figures show how much was actually traded?

No. Congressional disclosures report each trade as a bracket, such as $1,001 to $15,000, rather than an exact amount. The largest bracket on this record is $1,000,001 - $5,000,000. Adding brackets together produces a made-up number, so we do not publish a portfolio total.

Source: periodic transaction reports filed with the Clerk of the House and the Senate Office of Public Records, the same public documents linked in the Filing column. Disclosures are reported with up to a 45-day delay and amounts are brackets, not exact figures. Past performance does not predict future results, and none of this is investment advice. See every member we track.