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Congress
Neal Dunn
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.87
+35.87% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,586.79
+35.87%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Congressional transactions
Showing 100 of 120 disclosed transactions. Amounts are reported ranges; family ownership stays attributed.
| Asset | Action | Amount range | Date |
|---|---|---|---|
| Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST] F S: New S O: IRA #3self | sell | $50K – $100K | 2026-05-11 |
| JP Morgan Chase & Co Depositary Shares Preferred Series GG [OT] F S: New S O: IRA #3 L: US D: Preferred Stockself | sell | $50K – $100K | 2026-05-11 |
| AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) [ST] F S: New S O: IRA #3self | sell | $15K – $50K | 2026-05-11 |
| Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ) [OT] F S: New S O: IRA #3 L: US D: Received asset listed above in exchange for Cadence Bank Preferred Shares due to corporate action. Held at Merrill Lynchself | buy | $1K – $15K | 2026-02-02 |
| Cadence Bank 5.50% Series A (CADE$A) [ST] F S: New S O: IRA #3 D: Received Huntington Banc Shares Series-L in exchange for asset listed above due to corporate action.self | buy | $1K – $15K | 2026-02-02 |
| I V D I P O C S my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of Yes IRA #2 D: No Held at Morgan Stanley Hon. Neal Patrick MD, Facs Dunn , 10/01/2025 F S: New S O: IRA #2 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] https://fd.house.gov/reference/asset-type-codes.aspxself | sell | $1K – $15K | 2025-09-04 |
| I V D I P O C S my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of Yes IRA #3 D: No Held at Merrill Lynch Hon. Neal Patrick MD, Facs Dunn , 08/13/2025 F S: New S O: IRA #3 Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] https://fd.house.gov/reference/asset-type-codes.aspxself | buy | $1K – $15K | 2025-06-02 |
| I V D I P O C S my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of Yes IRA #3 D: No Held at Merrill Lynch Hon. Neal Patrick MD, Facs Dunn , 04/03/2025 F S: New S O: IRA #3 Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] https://fd.house.gov/reference/asset-type-codes.aspxself | buy | $1K – $15K | 2025-03-03 |
| MSTRself | buy | $15K – $50K | 2024-12-24 |
| U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in aself | buy | $1K – $15K | 2024-11-06 |
| F S: New S O: IRA #3 Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST]self | buy | $1K – $15K | 2024-11-06 |
| F S: New S O: IRA #3 L: US D: Publicly traded preferred shares JP Morgan Chase & Co Depositary Shares Preferred Series GG [OT]self | buy | $1K – $15K | 2024-11-06 |
| F S: New S O: IRA #3 Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST]self | buy | $1K – $15K | 2024-11-06 |
| F S: New S O: IRA #3 Cadence Bank 5.50% Series A (CADE$A) [ST]self | buy | $1K – $15K | 2024-11-06 |
| I V D I P O C S my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: * For the complete list of asset type abbreviations, please visit I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of Yes IRA #3 D: No Held at Merrill Lynch Hon. Neal Patrick Dunn, MD, FACS , 11/07/2024 F S: New S O: IRA #3 L: US D: Publicly traded preferred stock US Bancorp Preferred Series K [OT] https://fd.house.gov/reference/asset-type-codes.aspx https://fd.house.gov/reference/asset-type-codes.aspxself | buy | $1K – $15K | 2024-09-27 |
| F S: New S O: IRA #3 Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) [ST]self | buy | $1K – $15K | 2024-09-27 |
| F S: New S O: IRA #3 Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST]self | buy | $1K – $15K | 2024-09-27 |
| KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rateself | buy | $1K – $15K | 2024-09-27 |
| F S: New S O: IRA #3 L: US D: Publicly traded preferred shares JP Morgan Chase & Co Depositary Shares Preferred Series GG [OT]self | buy | $1K – $15K | 2024-09-27 |
| F S: New S O: IRA #3 Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST]self | buy | $1K – $15K | 2024-09-27 |
| F S: New S O: IRA #3 Cadence Bank 5.50% Series A (CADE$A) [ST]self | buy | $1K – $15K | 2024-09-27 |
| F S: New S O: IRA #3 AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) [ST]self | buy | $1K – $15K | 2024-09-27 |
| I V D I P O C S * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. Yes IRA #2 D: No Held at Merrill Lynch F S: New S O: IRA #2 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) [ST] https://fd.house.gov/reference/asset-type-codes.aspxself | sell | $1K – $15K | 2024-04-24 |
| F S: New S O: IRA #2 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST]self | sell | $1K – $15K | 2024-04-24 |
| A C D I P O C S my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: * For the complete list of asset type abbreviations, please visit I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the best of Yes IRA #1 D: IRA #2 D: IRA #3 (Owner: SP) D: No Held at Merrill Lynch Held at Merrill Lynch Held at Merrill Lynch Hon. Neal Patrick MD, Facs Dunn , 05/26/2023 F S: New S O: IRA #1 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) [ST] https://fd.house.gov/reference/asset-type-codes.aspx https://fd.house.gov/reference/asset-type-codes.aspxself | buy | $1K – $15K | 2023-05-05 |
| F S: New S O: IRA #3 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) [ST]spouse | buy | $1K – $15K | 2023-05-05 |
| F S: New S O: IRA #2 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) [ST]self | buy | $1K – $15K | 2023-05-05 |
| F S: New S O: IRA #1 U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) [ST]self | buy | $1K – $15K | 2023-05-05 |
| F S: New S O: IRA #1 Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) [ST]self | buy | $1K – $15K | 2023-05-05 |
| F S: New S O: IRA #1 Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST]self | buy | $1K – $15K | 2023-05-05 |
| F S: New S O: IRA #1 KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST]self | buy | $1K – $15K | 2023-05-05 |
| F S: New S O: IRA #3 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST]spouse | buy | $1K – $15K | 2023-05-05 |
| F S: New S O: IRA #1 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST]self | buy | $1K – $15K | 2023-05-05 |
| F S: New S O: IRA #2 J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST]self | buy | $1K – $15K | 2023-05-05 |
| F S: New S O: IRA #1 Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST]self | buy | $1K – $15K | 2023-05-05 |
| F S: New S O: IRA #1 Cadence Bank 5.50% Series A (CADE$A) [ST]self | buy | $1K – $15K | 2023-05-05 |
| SOself | sell | $15K – $50K | 2023-01-05 |
| SOself | sell | $15K – $50K | 2023-01-05 |
| F S: New S O: IRA #2 Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) [ST]self | sell | $1K – $15K | 2023-01-05 |
| F S: New S O: IRA #2 KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST]self | sell | $1K – $15K | 2023-01-05 |
| Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) [ST] F S: New S O: IRA #1self | buy | $15K – $50K | 2022-08-15 |
| U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) [ST] F S: New S O: IRA #1self | buy | $15K – $50K | 2022-08-15 |
| Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) [ST] F S: New S O: IRA #1self | buy | $15K – $50K | 2022-08-15 |
| Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST] F S: New S O: IRA #1self | buy | $15K – $50K | 2022-08-15 |
| KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST] F S: New S O: IRA #1self | buy | $15K – $50K | 2022-08-15 |
| J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] F S: New S O: IRA #1self | buy | $15K – $50K | 2022-08-15 |
| Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST] F S: New S O: IRA #1self | buy | $15K – $50K | 2022-08-15 |
| Cadence Bank 5.50% Series A (CADE$A) [ST] F S: New S O: IRA #1self | buy | $1K – $15K | 2022-08-15 |
| AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) [ST] F S: New S O: IRA #1self | buy | $15K – $50K | 2022-08-15 |
| Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) [ST]self | buy | $15K – $50K | 2022-08-10 |
| Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) [ST] F S: New S O: IRA #1self | buy | $15K – $50K | 2022-08-10 |
| Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferredself | buy | $1K – $15K | 2022-08-10 |
| KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST] F S: New S O: IRA #2self | buy | $1K – $15K | 2022-08-10 |
| KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) [ST] F S: New S O: IRA #1self | buy | $15K – $50K | 2022-08-10 |
| J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) [ST] F S: New S O: IRA #1self | buy | $15K – $50K | 2022-08-10 |
| Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) [ST]self | buy | $15K – $50K | 2022-08-10 |
| Cadence Bank 5.50% Series A (CADE$A) [ST] F S: New S O: IRA #1self | buy | $15K – $50K | 2022-08-10 |
| a i c best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD SSet The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 (100% Interest) c P m l k j i No laSS ublic D o etailS Hon. Neal Patrick MD, Facs Dunn , 03/24/2021 bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST] F S ubHOlDINg IlINg fferingS S S TATuS ignature OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | sell | $100K – $250K | 2021-03-11 |
| bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST] F S ubHOlDINg IlINg S TATuS OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | buy | $1K – $15K | 2021-02-22 |
| a * For the complete list of asset type abbreviations, please visit SSet IRA #1 c laSS D etailS Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) [ST] F S uBHOlDINg IlINg S TATuS OF: IRA #1 : Newself | sell | $15K – $50K | 2020-12-15 |
| BXSself | sell | $50K – $100K | 2020-12-15 |
| BXSself | sell | $50K – $100K | 2020-12-15 |
| BXSself | sell | $250K – $500K | 2020-12-15 |
| J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g) [ST] F IlINg S TATuS : Newself | sell | $1K – $15K | 2020-12-07 |
| BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) [ST] F S uBHOlDINg IlINg S TATuS OF: IRA #1 : Newself | sell | $100K – $250K | 2020-12-07 |
| BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) [ST] F S uBHOlDINg IlINg S TATuS OF: IRA #1 : Newself | buy | $1K – $15K | 2020-11-20 |
| BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) [ST] F S uBHOlDINg IlINg S TATuS OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | buy | $1K – $15K | 2020-11-20 |
| BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) [ST] F S uBHOlDINg IlINg S TATuS OF: IRA #2 : Newself | sell | $50K – $100K | 2020-11-17 |
| a i c best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD SSet The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 (100% Interest) c P m l k j i No laSS ublic D o etailS Hon. Neal Patrick Dunn MD, FACS , 11/05/2020 bancorpSouth bank (bXS) [ST] F S ubHOlDINg IlINg fferingS S S TATuS ignature OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | buy | $1K – $15K | 2020-10-01 |
| BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) [ST] F S uBHOlDINg IlINg S TATuS OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | buy | $1K – $15K | 2020-08-20 |
| BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) [ST] F S uBHOlDINg IlINg S TATuS OF: IRA #1 : Newself | buy | $1K – $15K | 2020-08-20 |
| * For the complete list of asset type abbreviations, please visit Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K) [ST] F S uBHOlDINg IlINg S TATuS OF: IRA #4 : Newself | sell | $1K – $15K | 2020-08-07 |
| Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K) [ST] F S uBHOlDINg IlINg S TATuS OF: IRA #1 : Newself | sell | $15K – $50K | 2020-08-07 |
| bancorpSouth bank (bXS) [ST] F S ubHOlDINg IlINg S TATuS OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | buy | $1K – $15K | 2020-07-01 |
| a i c best of my knowledge and belief. Further, I CERTIFY that I have disclosed all transactions as required by the STOCK Act. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD SSet Raymond James IRA #1 The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 (100% Interest) c P m l k j i No laSS ublic D o Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) [ST] F S etailS Hon. Neal Patrick MD, FACS Dunn , 07/18/2020 ubHOlDINg IlINg fferingS S S TATuS ignature OF: Raymond James IRA #1 : Newself | buy | $50K – $100K | 2020-06-22 |
| a * For the complete list of asset type abbreviations, please visit SSet The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 (100% Interest) c laSS D etailS Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) [ST] F S ubHOlDINg IlINg S TATuS OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | sell | $1K – $15K | 2020-05-26 |
| J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g) [ST] F S ubHOlDINg IlINg S TATuS OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | sell | $1K – $15K | 2020-05-26 |
| bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (bAC$K) [ST] F S ubHOlDINg IlINg S TATuS OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | sell | $1K – $15K | 2020-05-26 |
| a i c best of my knowledge and belief. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD SSet The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 (100% Interest) c P m l k j i No laSS ublic D o etailS Hon. Neal Patrick MD, Facs Dunn , 05/01/2020 bancorpSouth bank (bXS) [ST] F S ubHOlDINg IlINg fferingS S S TaTuS ignature OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | buy | $1K – $15K | 2020-04-01 |
| i c best of my knowledge and belief. Digitally Signed: g f e d c b I CERTIFY that the statements I have made on the attached Periodic Transaction Report are true, complete, and correct to the * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD P m l k j i No ublic o Bancorpsouth Bank (BXs) [sT] F Hon. Neal Patrick MD, Facs Dunn , 03/19/2020 IlINg fferingS S s TaTus ignature : Newself | buy | $1K – $15K | 2020-02-20 |
| a i c * For the complete list of asset type abbreviations, please visit n m l k j Yes n nitial ertification anD SSet Raymond James IRA #1 Raymond James IRA #2 The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 (100% Interest) c P m l k j i No laSS ublic D o etailS bancorpSouth bank (bXS) [ST] F S ubHOlDINg IlINg fferingS S S TATuS ignature OF: Raymond James IRA #2 : Newself | buy | $1K – $15K | 2019-12-30 |
| bancorpSouth bank (bXS) [ST] F S ubHOlDINg IlINg S TATuS OF: Raymond James IRA #1 : Newself | buy | $1K – $15K | 2019-12-30 |
| bancorpSouth bank (bXS) [ST] F S ubHOlDINg IlINg S TATuS OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | buy | $1K – $15K | 2019-12-30 |
| a * For the complete list of asset type abbreviations, please visit SSet Leah O Dunn IRA (Owner: SP) Raymond James IRA #1 Raymond James IRA #2 c laSS D etailS bancorpSouth bank (bXS) [ST] F S ubHOLDINg ILINg S TATuS OF: Raymond James IRA #2 : Newself | sell | $50K – $100K | 2019-12-12 |
| bancorpSouth bank (bXS) [ST] F S ubHOLDINg ILINg S TATuS OF: Raymond James IRA #1 : Newself | sell | $50K – $100K | 2019-12-12 |
| bancorpSouth bank (bXS) [ST] F S ubHOLDINg ILINg S TATuS OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | sell | $250K – $500K | 2019-12-12 |
| bancorpSouth bank (bXS) [ST] F S ubHOLDINg ILINg S TATuS OF: Leah O Dunn IRA : Newspouse | sell | $50K – $100K | 2019-12-12 |
| bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST] F S ubHOlDINg IlINg S TATuS OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | buy | $50K – $100K | 2019-11-19 |
| a * For the complete list of asset type abbreviations, please visit SSet Raymond James IRA #1 Raymond James IRA #2 Raymond James IRA #3 (Owner: SP) c laSS D etailS bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST] F S ubHOlDINg IlINg S TATuS OF: Raymond James IRA #1 : Newself | buy | $15K – $50K | 2019-11-18 |
| bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST] F S ubHOlDINg IlINg S TATuS OF: The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 : Newself | buy | $50K – $100K | 2019-11-15 |
| bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST] F S ubHOlDINg IlINg S TATuS OF: Raymond James IRA #3 : Newspouse | buy | $15K – $50K | 2019-11-15 |
| bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST] F S ubHOlDINg IlINg S TATuS OF: Raymond James IRA #2 : Newself | buy | $15K – $50K | 2019-11-15 |
| bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) [ST] F S ubHOlDINg IlINg S TATuS OF: Raymond James IRA #1 : Newself | buy | $15K – $50K | 2019-11-15 |
| bancorpSouth bank (bXS) [ST] F IlINg S TATuS : Newself | sell | $500K – $1M | 2019-11-12 |
| bancorpSouth bank (bXS) [ST] F S ubHOlDINg IlINg S TATuS OF: Raymond James IRA #2 : Newself | sell | $50K – $100K | 2019-11-12 |
| bancorpSouth bank (bXS) [ST] F S ubHOlDINg IlINg S TATuS OF: Raymond James IRA #1 : Newself | sell | $100K – $250K | 2019-11-12 |
| bancorpSouth bank (bXS) [ST] F S ubHOlDINg IlINg S TATuS OF: Raymond James IRA #3 : Newspouse | sell | $100K – $250K | 2019-11-11 |
| bancorpSouth bank (bXS) [ST] F S ubHOlDINg IlINg S TATuS OF: Raymond James IRA #2 : Newself | sell | $100K – $250K | 2019-11-11 |
| bancorpSouth bank (bXS) [ST] F S ubHOlDINg IlINg S TATuS OF: Raymond James IRA #1 : Newself | sell | $50K – $100K | 2019-11-11 |
| BB&T Corporation Depositary shares Representing 1/1000th Perpetual Preferred series D (BBT$D) [sT] FILING s s UBHoLDING TaTUs o : New F : Raymond James IRa #1self | sell | $1K – $15K | 2019-09-03 |