Neal P. Dunn Stock Trades

Neal P. Dunn Congressional Trading Profile | Quantellect Neal P. Dunn Congressional Trading Profile

Neal P. Dunn has disclosed 122 transactions dating back to 2017, and the record repeatedly features preferred shares and bank depositary interests rather than sector-hopping common-stock activity. Purchases outnumber sales 77 to 39, with another six transactions classified as other. The pattern is repetition: several of the same bank preferred issues appear again and again across years of disclosures.

The clearest example is BancorpSouth Bank, disclosed under the ticker BXS 20 times, more than any other security in Dunn's record, with 7 purchases against 13 sales. The most recent BXS transaction was dated December 15, 2020. That heavy churn sits entirely in the past. Nothing in the more recent activity touches BXS by name, though the related BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock recurs in 2020 and 2021, including transactions involving subholdings tied to IRA accounts and the Neal Patrick Dunn Irrevocable Trust dated 1/19/2012.

A shift toward bank preferred stock

Beginning in 2022, the pattern narrows further. All 17 transactions that year were purchases, and 16 involved preferred or depositary instruments issued by banks, including Regions Financial, Cadence Bank, Truist, KeyCorp, U.S. Bancorp, Wells Fargo, Capital One, and JPMorgan Chase. The remaining transaction involved an AT&T preferred depositary security. The transactions dated August 10 and August 15, 2022 account for all 17 purchases and were disclosed on September 9, 2022. Each fell in either the $15,001 to $50,000 or $1,001 to $15,000 range. Several of the same series reappear in 2023 and 2024, including Capital One Series I, Cadence Bank Series A, Regions Series E, JPMorgan Series GG, and U.S. Bancorp Series K. Capital One Series I and JPMorgan Series GG also appear in 2025, often in the same disclosed dollar bands.

Sector data is largely unassigned for these preferred and depositary instruments, with 115 of 122 disclosed transactions falling into an unclassified sector bucket. Where a sector is identified, the activity is limited: five transactions in Utilities, tied to Southern Company; one in Consumer Discretionary, tied to American Outdoor Brands; and one in Information Technology, tied to MicroStrategy Incorporated, now Strategy Inc.

That MicroStrategy transaction stands apart from the rest of the record. The transaction dated December 24, 2024 was a purchase in the $15,001 to $50,000 range and was disclosed on March 10, 2025. It was attributed to Dunn's spouse, not to Dunn personally, and it is the sole transaction classified in Information Technology. Strategy Inc, formerly MicroStrategy, operates as a bitcoin treasury company offering equity and fixed-income securities with economic links to Bitcoin, alongside an AI-powered analytics business built around its Strategy One and Strategy Mosaic platforms. Its business profile differs sharply from the bank-issued preferred and depositary securities that dominate the recent transaction record, and the spousal attribution means the purchase should not be presented as Dunn's personal trade.

The Southern Company transactions tell a different story. Two sales dated January 5, 2023, one attributed to Dunn's spouse and one to Dunn himself, were each disclosed in the $15,001 to $50,000 range on February 17, 2023. They mark the most recent activity involving a utility that appears five times in the record, with three purchases and two sales. Southern Company sells electricity to retail and wholesale customers, develops and manages power-generation and battery-storage projects, distributes natural gas, and invests in telecommunications. Those business lines distinguish the Southern Company transactions from the bank-issued securities that recur throughout the record.

Activity is lower in the two most recent calendar-year entries. While 2022 produced 17 transactions and both 2023 and 2024 produced 16, 2025 brought only three. The record contains five transactions in 2026 through its latest transaction date of May 11. Those three May 11 sales were disclosed on June 23, 2026: the Regions Financial and JPMorgan Chase depositary shares were each reported in the $50,001 to $100,000 range, while the AT&T depositary shares were reported in the $15,001 to $50,000 range. The other two 2026 transactions were exchanges dated February 2 and disclosed March 17, each in the $1,001 to $15,000 range: Huntington Bancshares depositary preferred shares under ticker HBANZ and Cadence Bank Series A.

Of the 122 disclosed transactions, 110 are attributed to Dunn personally, 10 to his spouse, and 2 as joint, meaning the overwhelming majority of the record is attributed to Dunn rather than a spouse or dependent. No score is published for Dunn because no score row exists for him at the latest published score date. As of August 21, 2026, the scoring data covered 76 members, 73 of whom were sitting members. Separately, the August 22 population data shows 537 sitting members of Congress, including 276 with no disclosed trades.

Disclosure and methodology notes

This Quantellect profile is based on transactions disclosed under the Stop Trading on Congressional Knowledge Act of 2012, which establishes periodic reporting requirements for covered securities transactions. Disclosed transaction amounts appear in value ranges rather than as exact figures, and a disclosure date can follow the transaction date by weeks. Transactions attributed to a spouse or joint account reflect activity reported under Dunn's disclosure obligation but are not necessarily his personal investment decisions. Full filing methodology is available from the House Committee on Ethics financial disclosure instruction guide. The latest transaction filing cited in this profile is available from the Office of the Clerk of the House of Representatives.