📈 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 2025 annual report

$6,761,536, somewhere in $4,203,072 to $9,320,000. 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 ETF IRA #3 ⇒ Invesco QQQ Trust, Series 1 EF $500k–1M
AAPL IRA #3 ⇒ Apple Inc. - Common Stock ST $250k–500k
IVV IRA #3 ⇒ iShares Core S&P 500 ETF EF $250k–500k
ITA IRA #3 ⇒ iShares U.S. Aerospace & Defense ETF EF $250k–500k
PRWCX Rowe Price Capital Appreciation Fund MF $250k–500k
VYM Preferred stock IRA #3 ⇒ Vanguard High Dividend Yield ETF EF $250k–500k
QQQ NP Dunn Tst Cadence Pldg ⇒ Invesco QQQ Trust, Series 1 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
IWM IRA #3 ⇒ iShares Russell 2000 Index Fund EF $100k–250k
QQQ NP Dunn TLF Pledge ⇒ Invesco QQQ Trust, Series 1 EF $100k–250k
IVV NP Dunn Tst Cadence Pldg ⇒ iShares Core S&P 500 ETF EF $100k–250k
IWM NP Dunn Tst Cadence Pldg ⇒ iShares Russell 2000 Index Fund EF $100k–250k
VTV NP Dunn Tst Cadence Pldg ⇒ Vanguard Value ETF EF $100k–250k
VYM Vanguard High Dividend Yield ETF EF $100k
CADE.A Preferred stock IRA #3 ⇒ Cadence Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock OT $50k–100k
COF.I 5.00% Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I OT $50k–100k
DFP Preferred stock IRA #3 ⇒ Flaherty & Crumrine Dynamic PF OT $50k–100k
JNJ IRA #3 ⇒ Johnson & Johnson Common Stock ST $50k–100k
JPM.J IRA #3 ⇒ JPMorgan Chase & Co 4.75% Depositary Shares Non- Cumulative Preferred Stock, Series GG OT $50k–100k
KEY.J Preferred stock IRA #3 ⇒ KeyCorp 5.65% Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F OT $50k–100k
RF.E IRA #3 ⇒ Regions Financial Corp. 4.45% Depositary Shares Series E Non- Cumulative Preferred Stock OT $50k–100k
USB.P Preferred stock IRA #3 ⇒ US Bancorp Non-Cumulative Perpetual Preferred Stock, Series K OT $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