https://congress.bpleon.com/ Stock trades disclosed by Neal P. Dunn, newest filings first, each linked to the official filing. en-us https://congress.bpleon.com/filings/99/trade-86409Tue, 23 Jun 2026 12:00:00 GMTRegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E). Traded May 11, 2026, filed Jun 23, 2026 (43 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034815.pdf https://congress.bpleon.com/filings/99/trade-86408Tue, 23 Jun 2026 12:00:00 GMTJP Morgan Chase & Co Depositary Shares Preferred Series GG. Traded May 11, 2026, filed Jun 23, 2026 (43 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034815.pdf https://congress.bpleon.com/filings/99/trade-86407Tue, 23 Jun 2026 12:00:00 GMTAT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A). Traded May 11, 2026, filed Jun 23, 2026 (43 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034815.pdf https://congress.bpleon.com/filings/98/trade-87527Tue, 17 Mar 2026 12:00:00 GMTHuntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ). Traded Feb 2, 2026, filed Mar 17, 2026 (43 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034114.pdf https://congress.bpleon.com/filings/98/trade-87526Tue, 17 Mar 2026 12:00:00 GMTCadence Bank 5.50% Series A (CADE$A). Traded Feb 2, 2026, filed Mar 17, 2026 (43 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20034114.pdf https://congress.bpleon.com/filings/511/trade-90620Wed, 01 Oct 2025 12:00:00 GMTJ P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J). Traded Sep 4, 2025, filed Oct 1, 2025 (27 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20032191.pdf https://congress.bpleon.com/filings/510/trade-92386Wed, 13 Aug 2025 12:00:00 GMTCapital 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$I). Traded Jun 2, 2025, filed Aug 13, 2025 (72 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030735.pdf https://congress.bpleon.com/filings/509/trade-95204Thu, 03 Apr 2025 12:00:00 GMTCapital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I). Traded Mar 3, 2025, filed Apr 3, 2025 (31 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20029068.pdf https://congress.bpleon.com/filings/508/trade-95510Mon, 10 Mar 2025 12:00:00 GMTMicroStrategy Incorporated - Class A Common Stock (MSTR). Traded Dec 24, 2024, filed Mar 10, 2025 (76 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20027895.pdf https://congress.bpleon.com/filings/3754/trade-99675Mon, 16 Dec 2024 12:00:00 GMTU.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P). Traded Nov 6, 2024, filed Dec 16, 2024 (40 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026250.pdf https://congress.bpleon.com/filings/3754/trade-99674Mon, 16 Dec 2024 12:00:00 GMTRegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E). Traded Nov 6, 2024, filed Dec 16, 2024 (40 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026250.pdf https://congress.bpleon.com/filings/3754/trade-99673Mon, 16 Dec 2024 12:00:00 GMTJP Morgan Chase & Co Depositary Shares Preferred Series GG. Traded Nov 6, 2024, filed Dec 16, 2024 (40 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026250.pdf https://congress.bpleon.com/filings/3754/trade-99672Mon, 16 Dec 2024 12:00:00 GMTCapital 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$I). Traded Nov 6, 2024, filed Dec 16, 2024 (40 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026250.pdf https://congress.bpleon.com/filings/3754/trade-99671Mon, 16 Dec 2024 12:00:00 GMTCadence Bank 5.50% Series A (CADE$A). Traded Nov 6, 2024, filed Dec 16, 2024 (40 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026250.pdf https://congress.bpleon.com/filings/3753/trade-99896Thu, 07 Nov 2024 12:00:00 GMTUS Bancorp Preferred Series K. Traded Sep 27, 2024, filed Nov 7, 2024 (41 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf https://congress.bpleon.com/filings/3753/trade-99895Thu, 07 Nov 2024 12:00:00 GMTTruist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R). Traded Sep 27, 2024, filed Nov 7, 2024 (41 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf https://congress.bpleon.com/filings/3753/trade-99894Thu, 07 Nov 2024 12:00:00 GMTRegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E). Traded Sep 27, 2024, filed Nov 7, 2024 (41 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf https://congress.bpleon.com/filings/3753/trade-99893Thu, 07 Nov 2024 12:00:00 GMTKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J). Traded Sep 27, 2024, filed Nov 7, 2024 (41 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf https://congress.bpleon.com/filings/3753/trade-99892Thu, 07 Nov 2024 12:00:00 GMTJP Morgan Chase & Co Depositary Shares Preferred Series GG. Traded Sep 27, 2024, filed Nov 7, 2024 (41 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf https://congress.bpleon.com/filings/3753/trade-99891Thu, 07 Nov 2024 12:00:00 GMTCapital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I). Traded Sep 27, 2024, filed Nov 7, 2024 (41 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf https://congress.bpleon.com/filings/3753/trade-99890Thu, 07 Nov 2024 12:00:00 GMTCadence Bank 5.50% Series A (CADE$A). Traded Sep 27, 2024, filed Nov 7, 2024 (41 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf https://congress.bpleon.com/filings/3753/trade-99889Thu, 07 Nov 2024 12:00:00 GMTAT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A). Traded Sep 27, 2024, filed Nov 7, 2024 (41 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026140.pdf https://congress.bpleon.com/filings/3752/trade-101495Wed, 22 May 2024 12:00:00 GMTWells 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$D). Traded Apr 24, 2024, filed May 22, 2024 (28 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025104.pdf https://congress.bpleon.com/filings/3752/trade-101494Wed, 22 May 2024 12:00:00 GMTJ P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J). Traded Apr 24, 2024, filed May 22, 2024 (28 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025104.pdf https://congress.bpleon.com/filings/3302/trade-104790Fri, 26 May 2023 12:00:00 GMTWells 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$Y). Traded May 5, 2023, filed May 26, 2023 (21 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023022.pdf https://congress.bpleon.com/filings/3302/trade-104789Fri, 26 May 2023 12:00:00 GMTWells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D). Traded May 5, 2023, filed May 26, 2023 (21 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023022.pdf https://congress.bpleon.com/filings/3302/trade-104788Fri, 26 May 2023 12:00:00 GMTWells 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$D). Traded May 5, 2023, filed May 26, 2023 (21 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023022.pdf https://congress.bpleon.com/filings/3302/trade-104787Fri, 26 May 2023 12:00:00 GMTU.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P). Traded May 5, 2023, filed May 26, 2023 (21 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023022.pdf https://congress.bpleon.com/filings/3302/trade-104786Fri, 26 May 2023 12:00:00 GMTTruist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R). Traded May 5, 2023, filed May 26, 2023 (21 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023022.pdf https://congress.bpleon.com/filings/3302/trade-104785Fri, 26 May 2023 12:00:00 GMTRegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E). Traded May 5, 2023, filed May 26, 2023 (21 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023022.pdf https://congress.bpleon.com/filings/3302/trade-104784Fri, 26 May 2023 12:00:00 GMTKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J). Traded May 5, 2023, filed May 26, 2023 (21 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023022.pdf https://congress.bpleon.com/filings/3302/trade-104783Fri, 26 May 2023 12:00:00 GMTJ P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J). Traded May 5, 2023, filed May 26, 2023 (21 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023022.pdf https://congress.bpleon.com/filings/3302/trade-104782Fri, 26 May 2023 12:00:00 GMTJ 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$J). Traded May 5, 2023, filed May 26, 2023 (21 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023022.pdf https://congress.bpleon.com/filings/3302/trade-104781Fri, 26 May 2023 12:00:00 GMTJ P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J). Traded May 5, 2023, filed May 26, 2023 (21 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023022.pdf https://congress.bpleon.com/filings/3302/trade-104780Fri, 26 May 2023 12:00:00 GMTCapital 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$I). Traded May 5, 2023, filed May 26, 2023 (21 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023022.pdf https://congress.bpleon.com/filings/3302/trade-104779Fri, 26 May 2023 12:00:00 GMTCadence Bank 5.50% Series A (CADE$A). Traded May 5, 2023, filed May 26, 2023 (21 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20023022.pdf https://congress.bpleon.com/filings/3301/trade-106225Fri, 17 Feb 2023 12:00:00 GMTSouthern Company (SO). Traded Jan 5, 2023, filed Feb 17, 2023 (43 days later). Owner: Spouse. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022361.pdf https://congress.bpleon.com/filings/3301/trade-106224Fri, 17 Feb 2023 12:00:00 GMTSouthern Company (SO). Traded Jan 5, 2023, filed Feb 17, 2023 (43 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022361.pdf https://congress.bpleon.com/filings/3301/trade-106223Fri, 17 Feb 2023 12:00:00 GMTRegions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A). Traded Jan 5, 2023, filed Feb 17, 2023 (43 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022361.pdf https://congress.bpleon.com/filings/3301/trade-106222Fri, 17 Feb 2023 12:00:00 GMTKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J). Traded Jan 5, 2023, filed Feb 17, 2023 (43 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20022361.pdf https://congress.bpleon.com/filings/2704/trade-107650Fri, 09 Sep 2022 12:00:00 GMTWells 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$Y). Traded Aug 10, 2022, filed Sep 9, 2022 (30 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021600.pdf https://congress.bpleon.com/filings/2704/trade-107649Fri, 09 Sep 2022 12:00:00 GMTWells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y). Traded Aug 15, 2022, filed Sep 9, 2022 (25 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021600.pdf https://congress.bpleon.com/filings/2704/trade-107648Fri, 09 Sep 2022 12:00:00 GMTU.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P). Traded Aug 15, 2022, filed Sep 9, 2022 (25 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021600.pdf https://congress.bpleon.com/filings/2704/trade-107647Fri, 09 Sep 2022 12:00:00 GMTTruist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R). Traded Aug 15, 2022, filed Sep 9, 2022 (25 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021600.pdf https://congress.bpleon.com/filings/2704/trade-107646Fri, 09 Sep 2022 12:00:00 GMTRegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E). Traded Aug 15, 2022, filed Sep 9, 2022 (25 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021600.pdf https://congress.bpleon.com/filings/2704/trade-107645Fri, 09 Sep 2022 12:00:00 GMTRegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E). Traded Aug 10, 2022, filed Sep 9, 2022 (30 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021600.pdf https://congress.bpleon.com/filings/2704/trade-107644Fri, 09 Sep 2022 12:00:00 GMTRegions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E). Traded Aug 10, 2022, filed Sep 9, 2022 (30 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021600.pdf https://congress.bpleon.com/filings/2704/trade-107643Fri, 09 Sep 2022 12:00:00 GMTKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J). Traded Aug 10, 2022, filed Sep 9, 2022 (30 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021600.pdf https://congress.bpleon.com/filings/2704/trade-107642Fri, 09 Sep 2022 12:00:00 GMTKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J). Traded Aug 10, 2022, filed Sep 9, 2022 (30 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021600.pdf https://congress.bpleon.com/filings/2704/trade-107641Fri, 09 Sep 2022 12:00:00 GMTKeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J). Traded Aug 15, 2022, filed Sep 9, 2022 (25 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021600.pdf