Neal P. DunnFiling

Annual Report | Filed on 13 Aug 2020

This congressional financial disclosure from Neal P. Dunn (annual report) contains 148 stock trades. It was filed on 13 August 2020. Reported tickers include JPS, PRHSX, BXS, HYI, BBT$D, and 33 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Neal P. Dunn

Filing Type

Annual Report

Filed Date

13 Aug 2020

View Original Filing (PDF)

Transactions

148 transactions


IRA #3 ⇒ Principal MidCap... PCBIX	P	31 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ PGIM High Yield ... ISD	P	31 Dec 2019	$15,001 - $50,000	-
IRA #3 ⇒ AB Large Cap Gro... APGYX	P	31 Dec 2019	$15,001 - $50,000	-
IRA #1 ⇒ Nuveen Preferred... JPS	P	31 Dec 2019	$15,001 - $50,000	-
IRA #2 ⇒ Columbia Dividen... GSFTX	P	31 Dec 2019	$1,001 - $15,000	-
IRA #2 ⇒ MSIF Internation... MFAIX	P	31 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ Flaherty & Crumr... DFP	P	31 Dec 2019	$15,001 - $50,000	-
IRA #2 ⇒ AB Large Cap Gro... APGYX	P	31 Dec 2019	$1,001 - $15,000	-
IRA #2 ⇒ PGIM High Yield ... ISD	P	31 Dec 2019	$15,001 - $50,000	-
IRA #3 ⇒ Columbia Dividen... CDDRX	P	31 Dec 2019	$15,001 - $50,000	-
IRA #3 ⇒ Delaware Smid Ca... DFDIX	P	31 Dec 2019	$1,001 - $15,000	-
IRA #2 ⇒ Delaware Smid Ca... DFDIX	P	31 Dec 2019	$1,001 - $15,000	-
IRA #2 ⇒ Morgan Stanley I... MGGIX	P	31 Dec 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... BXS	P	30 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ BancorpSouth Ban... BXS	P	30 Dec 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... APGYX	P	30 Dec 2019	$50,001 - $100,000	-
The Neal Patrick Dunn Irr... CDDRX	P	30 Dec 2019	$15,001 - $50,000	-
IRA #2 ⇒ BancorpSouth Ban... BXS	P	30 Dec 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... NHMRX	P	30 Dec 2019	$15,001 - $50,000	-
The Neal Patrick Dunn Irr... IPOIX	P	30 Dec 2019	$15,001 - $50,000	-
IRA #1 ⇒ Delaware Small C... DCCIX	P	20 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ MFS Value Fund C... MEIIX	P	20 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ Delaware Value F...	P	20 Dec 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... ETILX	P	18 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ Eventide Gilead ... ETILX	P	18 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ Victory Sycamore... VEVIX	P	18 Dec 2019	$1,001 - $15,000	-
IRA #4 ⇒ T. Rowe Price He... PRHSX	P	17 Dec 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... PRHSX	P	17 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ T. Rowe Price He... PRHSX	P	17 Dec 2019	$15,001 - $50,000	-
IRA #4 ⇒ T. Rowe Price Ne... PRNHX	P	17 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ T.Rowe Price Cap... PRWCX	P	16 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ T. Rowe Price QM... PRDSX	P	16 Dec 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... PRDSX	P	16 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ MFS Internationa... MINIX	P	13 Dec 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... PCBIX	P	12 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ Principal MidCap... PCBIX	P	12 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ BancorpSouth Ban... BXS	S (partial)	12 Dec 2019	$50,001 - $100,000	-
IRA #2 ⇒ BancorpSouth Ban... BXS	S (partial)	12 Dec 2019	$50,001 - $100,000	-
IRA #2 ⇒ Principal MidCap... PCBIX	P	12 Dec 2019	$1,001 - $15,000	-
Leah O Dunn IRA ⇒ Bancorp... BXS	S (partial)	12 Dec 2019	$50,001 - $100,000	-
The Neal Patrick Dunn Irr... BXS	S (partial)	12 Dec 2019	$250,001 - $500,000	-
IRA #1 ⇒ AB Large Cap Gro... APGYX	P	11 Dec 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... HFMIX	P	11 Dec 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... CSGZX	P	11 Dec 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... APGYX	P	11 Dec 2019	$1,001 - $15,000	-
IRA #1 ⇒ Invesco S&P 500 ... SPLV	P	21 Nov 2019	$15,001 - $50,000	-
The Neal Patrick Dunn Irr... HBLIX	P	21 Nov 2019	$50,001 - $100,000	-
The Neal Patrick Dunn Irr... JPS	P	21 Nov 2019	$15,001 - $50,000	-
The Neal Patrick Dunn Irr... ISD	P	21 Nov 2019	$50,001 - $100,000	-
IRA #1 ⇒ Invesco S&P Smal... XSLV	P	21 Nov 2019	$15,001 - $50,000	-
IRA #1 ⇒ Invesco S&P MidC... XMLV	P	21 Nov 2019	$15,001 - $50,000	-
The Neal Patrick Dunn Irr... NHMRX	P	21 Nov 2019	$50,001 - $100,000	-
IRA #2 ⇒ Western Asset Hi... HYI	P	20 Nov 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... MFAIX	P	20 Nov 2019	$15,001 - $50,000	-
IRA #2 ⇒ TCW Strategic In... TSI	P	20 Nov 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... ETILX	P	20 Nov 2019	$15,001 - $50,000	-
The Neal Patrick Dunn Irr... MGGIX	P	20 Nov 2019	$15,001 - $50,000	-
IRA #2 ⇒ Cohen & Steers R... RNP	P	20 Nov 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... PCBIX	P	20 Nov 2019	$15,001 - $50,000	-
IRA #2 ⇒ Hartford Balance... HBLIX	P	20 Nov 2019	$50,001 - $100,000	-
IRA #2 ⇒ PGIM High Yield ... ISD	P	20 Nov 2019	$1,001 - $15,000	-
IRA #3 ⇒ Nuveen Preferred... JPS	P	20 Nov 2019	$1,001 - $15,000	-
IRA #3 ⇒ Invesco S&P MidC... XMLV	P	20 Nov 2019	$1,001 - $15,000	-
IRA #3 ⇒ TCW Strategic In... TSI	P	20 Nov 2019	$1,001 - $15,000	-
IRA #3 ⇒ Invesco S&P Smal... XSLV	P	20 Nov 2019	$1,001 - $15,000	-
IRA #1 ⇒ MFS Internationa... MINIX	S (partial)	20 Nov 2019	$50,001 - $100,000	-
IRA #3 ⇒ Invesco S&P 500 ... SPLV	P	20 Nov 2019	$1,001 - $15,000	-
IRA #3 ⇒ PGIM High Yield ... ISD	P	20 Nov 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... BXS$A	P	19 Nov 2019	$50,001 - $100,000	-
IRA #1 ⇒ Eventide Gilead ... ETILX	P	19 Nov 2019	$15,001 - $50,000	-
IRA #1 ⇒ Principal MidCap... PCBIX	P	19 Nov 2019	$15,001 - $50,000	-
IRA #2 ⇒ Principal Mid Ca... PCBIX	P	19 Nov 2019	$15,001 - $50,000	-
IRA #2 ⇒ Eventide Gilead ... ETILX	P	19 Nov 2019	$15,001 - $50,000	-
IRA #1 ⇒ BancorpSouth Ban... BXS$A	P	18 Nov 2019	$15,001 - $50,000	-
IRA #2 ⇒ BancorpSouth Ban... BXS$A	P	15 Nov 2019	$15,001 - $50,000	-
IRA #1 ⇒ BancorpSouth Ban... BXS$A	P	15 Nov 2019	$15,001 - $50,000	-
The Neal Patrick Dunn Irr... BXS$A	P	15 Nov 2019	$50,001 - $100,000	-
IRA #3 ⇒ BancorpSouth Ban... BXS$A	P	15 Nov 2019	$15,001 - $50,000	-
IRA #1 ⇒ BancorpSouth Ban... BXS	S (partial)	12 Nov 2019	$100,001 - $250,000	-
The Neal Patrick Dunn Irr... BXS	S (partial)	12 Nov 2019	$500,001 - $1,000,000	-
IRA #2 ⇒ BancorpSouth Ban... BXS	S (partial)	12 Nov 2019	$50,001 - $100,000	-
IRA #1 ⇒ BancorpSouth Ban... BXS	S (partial)	11 Nov 2019	$50,001 - $100,000	-
IRA #3 ⇒ BancorpSouth Ban... BXS	S (partial)	11 Nov 2019	$100,001 - $250,000	-
IRA #2 ⇒ BancorpSouth Ban... BXS	S (partial)	11 Nov 2019	$100,001 - $250,000	-
IRA #3 ⇒ PGIM High Yield ... ISD	P	7 Nov 2019	$15,001 - $50,000	-
IRA #3 ⇒ Delaware Small C... DCCIX	P	7 Nov 2019	$1,001 - $15,000	-
IRA #3 ⇒ Flaherty & Crumr... DFP	P	7 Nov 2019	$15,001 - $50,000	-
IRA #3 ⇒ Nuveen Preferred... JPS	P	7 Nov 2019	$15,001 - $50,000	-
IRA #3 ⇒ Eventide Gilead ... ETILX	P	6 Nov 2019	$1,001 - $15,000	-
IRA #3 ⇒ Principal MidCap... PCBIX	P	6 Nov 2019	$1,001 - $15,000	-
IRA #2 ⇒ Cohen & Steers R... RNP	P	30 Oct 2019	$15,001 - $50,000	-
IRA #2 ⇒ Delaware Smid Ca... DFDIX	P	30 Oct 2019	$1,001 - $15,000	-
IRA #2 ⇒ Western Asset Hi... HYI	P	30 Oct 2019	$1,001 - $15,000	-
IRA #2 ⇒ Nuveen Preferred... JPS	P	30 Oct 2019	$15,001 - $50,000	-
IRA #2 ⇒ TCW Strategic In... TSI	P	30 Oct 2019	$1,001 - $15,000	-
IRA #2 ⇒ PGIM High Yield ... ISD	P	30 Oct 2019	$15,001 - $50,000	-
IRA #2 ⇒ AB Large Cap Gro... APGYX	P	30 Oct 2019	$1,001 - $15,000	-
IRA #2 ⇒ Hartford Balance... HBLIX	P	30 Oct 2019	$1,001 - $15,000	-
IRA #1 ⇒ PGIM High Yield ... ISD	P	30 Oct 2019	$1,001 - $15,000	-
IRA #2 ⇒ Principal MidCap... PCBIX	P	29 Oct 2019	$1,001 - $15,000	-
IRA #2 ⇒ Columbia Dividen... GSFTX	P	29 Oct 2019	$1,001 - $15,000	-
IRA #2 ⇒ Eventide Gilead ... ETILX	P	29 Oct 2019	$1,001 - $15,000	-
IRA #2 ⇒ MSIF Internation... MFAIX	P	29 Oct 2019	$1,001 - $15,000	-
IRA #2 ⇒ Morgan Stanley I... MGGIX	P	29 Oct 2019	$1,001 - $15,000	-
IRA #1 ⇒ Nuveen Preferred... JPS	P	22 Oct 2019	$15,001 - $50,000	-
IRA #1 ⇒ PGIM High Yield ... ISD	P	22 Oct 2019	$15,001 - $50,000	-
IRA #1 ⇒ Cohen & Steers R... RNP	P	22 Oct 2019	$15,001 - $50,000	-
IRA #4 ⇒ Principal MidCap... PCBIX	S (partial)	21 Oct 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... DFP	P	18 Sept 2019	$1,001 - $15,000	-
IRA #1 ⇒ Flaherty & Crumr... DFP	P	18 Sept 2019	$15,001 - $50,000	-
IRA #1 ⇒ BB&T Corporation... BBT$D	S	3 Sept 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... BBT$D	S	3 Sept 2019	$1,001 - $15,000	-
IRA #3 ⇒ Summit Financial...	E	1 Sept 2019	$250,001 - $500,000	Exchange of shares of Summit Financial Enterprises Inc. for shares of Banco...
IRA #2 ⇒ Summit Financial...	E	1 Sept 2019	$250,001 - $500,000	Exchange of shares of Summit Financial Enterprises Inc. for shares of Banco...
IRA #1 ⇒ Summit Financial...	E	1 Sept 2019	$250,001 - $500,000	Exchange of shares of Summit Financial Enterprises Inc. for shares of Banco...
The Neal Patrick Dunn Irr...	S (partial)	1 Sept 2019	$100,001 - $250,000	Sale will result in complete sale of Class A shares and remaining ownership...
The Neal Patrick Dunn Irr...	E	1 Sept 2019	$1,000,001 - $5,000,000	Exchange of shares of Summit Financial Enterprises Inc. for shares of Banco...
Summit Bank, NA	S	1 Sept 2019	$50,001 - $100,000	Buyout of unexercised options to purchase shares of Summit Bank, NA. Portio...
The Neal Patrick Dunn Irr... PCBIX	S (partial)	27 Aug 2019	$1,001 - $15,000	-
IRA #4 ⇒ Nuveen Preferred... JPS	P	7 Aug 2019	$1,001 - $15,000	-
IRA #4 ⇒ PGIM High Yield ... ISD	P	7 Aug 2019	$1,001 - $15,000	-
IRA #4 ⇒ Cohen & Steers R... RNP	P	7 Aug 2019	$1,001 - $15,000	-
IRA #4 ⇒ Tortoise MLP & E...	S	6 Aug 2019	$15,001 - $50,000	-
IRA #1 ⇒ Nuveen Preferred... JPS	P	6 Aug 2019	$15,001 - $50,000	-
IRA #1 ⇒ Flaherty & Crumr... DFP	P	6 Aug 2019	$15,001 - $50,000	-
IRA #1 ⇒ Cohen & Steers R... RNP	P	6 Aug 2019	$15,001 - $50,000	-
IRA #1 ⇒ PGIM High Yield ... ISD	P	6 Aug 2019	$15,001 - $50,000	-
IRA #1 ⇒ Tortoise MLP & E...	S	5 Aug 2019	$100,001 - $250,000	-
The Neal Patrick Dunn Irr... PRHSX	S (partial)	29 Jul 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... PCBIX	S (partial)	28 Jun 2019	$1,001 - $15,000	-
IRA #1 ⇒ Tortoise MLP & E...	P	31 May 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... PRHSX	S (partial)	24 May 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... NHMRX	S (partial)	25 Apr 2019	$1,001 - $15,000	-
IRA #1 ⇒ Tortoise MLP & E...	P	28 Feb 2019	$1,001 - $15,000	-
The Leah Ott Dunn Irrevoc...	S	28 Feb 2019	Spouse/DC Over $1,000,000	-
The Neal Patrick Dunn Irr... JLVIX	S (partial)	30 Jan 2019	$1,001 - $15,000	-
IRA #1 ⇒ AB High Income F... AGDYX	S	16 Jan 2019	$50,001 - $100,000	-
The Neal Patrick Dunn Irr... AGDYX	S	16 Jan 2019	$15,001 - $50,000	-
IRA #4 ⇒ AB High Income A... AGDYX	S	16 Jan 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... BAC$K	P	14 Jan 2019	$1,001 - $15,000	-
IRA #1 ⇒ Wells Fargo & Co... WFC$V	P	14 Jan 2019	$1,001 - $15,000	-
IRA #4 ⇒ Bank of America ... BAC$K	P	14 Jan 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... JPM$G	P	14 Jan 2019	$1,001 - $15,000	-
IRA #1 ⇒ BB&T Corporation... BBT$D	P	14 Jan 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... WFC$V	P	14 Jan 2019	$1,001 - $15,000	-
IRA #1 ⇒ Bank of America ... BAC$K	P	14 Jan 2019	$1,001 - $15,000	-
IRA #1 ⇒ J P Morgan Chase... JPM$G	P	14 Jan 2019	$1,001 - $15,000	-
The Neal Patrick Dunn Irr... BBT$D	P	14 Jan 2019	$1,001 - $15,000	-