📈 Neal Patrick MD, Facs Dunn

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Neal Patrick MD, Facs Dunn

U.S. House · FL02 · 5 disclosed trades · 0 followers
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Median gap between trading and disclosing: 37 days. Every trade below was public knowledge only after that delay, which is why none of it is a signal.

What the 28-day lag looks like — HBANZ, latest disclosed trade

The blue dot is the day Neal Patrick MD, Facs Dunn exchanged it; the amber dot is the day it hit the public record, 28 days later. HBANZ moved 1.6% between the trade and its disclosure — a move nobody watching this feed could have caught.

Holdings & net worth 2024 annual report

$5,696,026, somewhere in $3,537,052 to $7,855,000. Members disclose every figure as a bracket, so that range is the real answer and the headline number is just its midpoint. It is not their net worth: a personal residence isn't reportable but the mortgage on it is, so a member with a house and a mortgage books the debt and not the house. Treat it as a floor on what they've disclosed, nothing more.
TickerAssetValue
QQQ IRA #3 ⇒ Invesco QQQ Trust, Series 1 EF $500k–1M
AAPL IRA #3 ⇒ Apple Inc. ST $250k–500k
BIL IRA #3 ⇒ SPDR Bloomberg 1-3 Month T-Bill ETF EF $250k–500k
— IRA #3 ⇒ T ROWE CAPITAL APPRECIATION FUND INV CL [PRWCX] MF $250k–500k
VYM IRA #3 ⇒ Vanguard High Dividend Yield ETF EF $250k–500k
— Cadence Checking Account BA $100k–250k
AMLP IRA #3 ⇒ Alerian MLP ETF EF $100k–250k
IBB IRA #3 ⇒ iShares Biotechnology ETF EF $100k–250k
— IRA #3 ⇒ ISHARES US AEROSPACE [ITA] EF $100k–250k
QQQ NP DUNN TLF PLEDGE ⇒ Invesco QQQ Trust, Series 1 EF $100k–250k
PFF NP DUNN TLF PLEDGE ⇒ iShares Preferred and Income Securities ETF EF $100k–250k
QQQ NP Dunn Tst Cadence Pldg ⇒ Invesco QQQ Trust, Series 1 EF $100k–250k
PFF NP Dunn Tst Cadence Pldg ⇒ iShares Preferred and Income Securities ETF EF $100k–250k
VTV NP Dunn Tst Cadence Pldg ⇒ Vanguard Value ETF EF $100k–250k
QQQ spouse IRA #1 ⇒ Invesco QQQ Trust, Series 1 EF $50k–100k
PFF spouse IRA #1 ⇒ iShares Preferred and Income Securities ETF EF $50k–100k
— IRA #3 ⇒ Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share o (COF$I) ST $50k–100k
XDFPX IRA #3 ⇒ Flaherty & Crumrine Dynamic Preferred and Income Fund MF $50k–100k
IWM IRA #3 ⇒ iShares Russell 2000 ETF EF $50k–100k
JNJ IRA #3 ⇒ Johnson & Johnson ST $50k–100k
— IRA #3 ⇒ JP Morgan Chase & Co Depositary Shares Preferred Series GG OT $50k–100k
— Preferred stock IRA #3 ⇒ KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Per (KEY$J) ST $50k–100k
— IRA #3 ⇒ Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4 (RF$E) ST $50k–100k
— IRA #3 ⇒ U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cum (USB$P) ST $50k–100k
VTV IRA #3 ⇒ Vanguard Value ETF EF $50k–100k

Disclosed trades

TickerAmountTradedDisclosed
sold child 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) $15k–50k 2026-05-11 2026-06-17 filing
sold IRA #3 JP Morgan Chase & Co Depositary Shares Preferred Series GG OT $50k–100k 2026-05-11 2026-06-17 filing
sold Preferred Stock Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) $50k–100k 2026-05-11 2026-06-17 filing
exchanged child Cadence Bank 5.50% Series A (CADE$A) $1k–15k 2026-02-02 2026-03-02 filing
exchanged HBANZ OT $1k–15k 2026-02-02 2026-03-02 filing · analyze