Neal P. DunnR
House · FL-2 · Filing since Jan 5, 2023
House Committee on Energy and CommerceHouse Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party
Disclosed trades
40
Disclosed volume
$33K
range midpoints
Return on matched positions
-63.8%
S&P 500, same days
+26.8%
Excess vs S&P 500
-90.6%
Median holding
633d
Closed positions
—0W / 0L
Bought and sold. Realized: $0
Still held
0.0%0W / 1L
Open at the latest close. Unrealized: −$21K
Matched positions
Buys matched to sells, oldest first| Ticker | Opened | Closed | Size | Return | S&P 500, same days | Excess | Held |
|---|---|---|---|---|---|---|---|
| MSTR | Dec 24, 2024 | Open | $33K | -63.8% | +26.8% | -90.6% | 633d |
Latest filings
All 40 →| Asset | Type | Owner | Traded | Filed | Amount | Filing |
|---|---|---|---|---|---|---|
—AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Sell | Self | May 11, 2026 | Jun 23, 2026 | $15,001 - $50,000 | PDF ↗ |
—JP Morgan Chase & Co Depositary Shares Preferred Series GG | Sell | Self | May 11, 2026 | Jun 23, 2026 | $50,001 - $100,000 | PDF ↗ |
—Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Sell | Self | May 11, 2026 | Jun 23, 2026 | $50,001 - $100,000 | PDF ↗ |
—Cadence Bank 5.50% Series A (CADE$A) | Exchange | Self | Feb 2, 2026 | Mar 17, 2026 | $1,001 - $15,000 | PDF ↗ |
HBANZHuntington Bancshares Incorporated - Depositary Shares L Preferred Stock | Exchange | Self | Feb 2, 2026 | Mar 17, 2026 | $1,001 - $15,000 | PDF ↗ |
—J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Partial sale | Self | Sep 4, 2025 | Oct 1, 2025 | $1,001 - $15,000 | PDF ↗ |
—Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Buy | Self | Jun 2, 2025 | Aug 13, 2025 | $1,001 - $15,000 | PDF ↗ |
—Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Buy | Self | Mar 3, 2025 | Apr 3, 2025 | $1,001 - $15,000 | PDF ↗ |
MSTRMicroStrategy Incorporated - Class A Common Stock | Buy | Spouse | Dec 24, 2024 | Mar 10, 2025 | $15,001 - $50,000 | PDF ↗ |
—Cadence Bank 5.50% Series A (CADE$A) | Buy | Self | Nov 6, 2024 | Dec 16, 2024 | $1,001 - $15,000 | PDF ↗ |
—Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Buy | Self | Nov 6, 2024 | Dec 16, 2024 | $1,001 - $15,000 | PDF ↗ |
—JP Morgan Chase & Co Depositary Shares Preferred Series GG | Buy | Self | Nov 6, 2024 | Dec 16, 2024 | $1,001 - $15,000 | PDF ↗ |
—Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Buy | Self | Nov 6, 2024 | Dec 16, 2024 | $1,001 - $15,000 | PDF ↗ |
—U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) | Buy | Self | Nov 6, 2024 | Dec 16, 2024 | $1,001 - $15,000 | PDF ↗ |
—AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Buy | Self | Sep 27, 2024 | Nov 7, 2024 | $1,001 - $15,000 | PDF ↗ |
—Cadence Bank 5.50% Series A (CADE$A) | Buy | Self | Sep 27, 2024 | Nov 7, 2024 | $1,001 - $15,000 | PDF ↗ |
—Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Buy | Self | Sep 27, 2024 | Nov 7, 2024 | $1,001 - $15,000 | PDF ↗ |
—JP Morgan Chase & Co Depositary Shares Preferred Series GG | Buy | Self | Sep 27, 2024 | Nov 7, 2024 | $1,001 - $15,000 | PDF ↗ |
—KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Buy | Self | Sep 27, 2024 | Nov 7, 2024 | $1,001 - $15,000 | PDF ↗ |
—Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Buy | Self | Sep 27, 2024 | Nov 7, 2024 | $1,001 - $15,000 | PDF ↗ |
—Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) | Buy | Self | Sep 27, 2024 | Nov 7, 2024 | $1,001 - $15,000 | PDF ↗ |
—US Bancorp Preferred Series K | Buy | Self | Sep 27, 2024 | Nov 7, 2024 | $1,001 - $15,000 | PDF ↗ |
—J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Sell | Self | Apr 24, 2024 | May 22, 2024 | $1,001 - $15,000 | PDF ↗ |
—Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) | Sell | Self | Apr 24, 2024 | May 22, 2024 | $1,001 - $15,000 | PDF ↗ |
—Cadence Bank 5.50% Series A (CADE$A) | Buy | Self | May 5, 2023 | May 26, 2023 | $1,001 - $15,000 | PDF ↗ |
—Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Buy | Self | May 5, 2023 | May 26, 2023 | $1,001 - $15,000 | PDF ↗ |
—J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Buy | Self | May 5, 2023 | May 26, 2023 | $1,001 - $15,000 | PDF ↗ |
—J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Buy | Self | May 5, 2023 | May 26, 2023 | $1,001 - $15,000 | PDF ↗ |
—J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Buy | Spouse | May 5, 2023 | May 26, 2023 | $1,001 - $15,000 | PDF ↗ |
—KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Buy | Self | May 5, 2023 | May 26, 2023 | $1,001 - $15,000 | PDF ↗ |
—Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Buy | Self | May 5, 2023 | May 26, 2023 | $1,001 - $15,000 | PDF ↗ |
—Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) | Buy | Self | May 5, 2023 | May 26, 2023 | $1,001 - $15,000 | PDF ↗ |
—U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) | Buy | Self | May 5, 2023 | May 26, 2023 | $1,001 - $15,000 | PDF ↗ |
—Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) | Buy | Self | May 5, 2023 | May 26, 2023 | $1,001 - $15,000 | PDF ↗ |
—Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) | Buy | Spouse | May 5, 2023 | May 26, 2023 | $1,001 - $15,000 | PDF ↗ |
—Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) | Buy | Self | May 5, 2023 | May 26, 2023 | $1,001 - $15,000 | PDF ↗ |
—KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Sell | Self | Jan 5, 2023 | Feb 17, 2023 | $1,001 - $15,000 | PDF ↗ |
—Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) | Sell | Self | Jan 5, 2023 | Feb 17, 2023 | $1,001 - $15,000 | PDF ↗ |
SOSouthern Company | Sell | Self | Jan 5, 2023 | Feb 17, 2023 | $15,001 - $50,000 | PDF ↗ |
SOSouthern Company | Sell | Spouse | Jan 5, 2023 | Feb 17, 2023 | $15,001 - $50,000 | PDF ↗ |
How these returns are calculated
- Filings disclose a dollar range, never a share count. Each trade is sized at the midpoint of its range and converted to shares at that day’s close.
- Buys are matched to sells oldest-first. A sell with no buy on file — the position was opened before this record starts — is left out instead of scored.
- The S&P 500 column is the index bought the day the position opened and sold the day it closed, so the comparison covers the days they were actually exposed.
- Win rate is shown separately for closed and open positions. Counting only closed sales flatters anyone still holding losers.
- Stocks only. An option’s payoff is not the underlying’s price move, so options, bonds and funds are listed but not scored.
- Sales with no matching purchase on file: 2
- Public records shown for information only. Not investment advice.
- Last computed: Sep 18, 2026