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| Politician | Branch | Asset | Ticker | Category | Type | Transaction Date | Amount | Filing Date |
|---|---|---|---|---|---|---|---|---|
| Neal Patrick MD, Facs Dunn | house | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a $50,000 share of 5.000% Perpetual Preferred Stock, Series A (T$A) | T$A | FIXED INCOME | Sale | May 11, 2026 | $$15,001 | June 23, 2026 |
| Neal Patrick MD, Facs Dunn | house | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | RF$E | FIXED INCOME | Sale | May 11, 2026 | $$50,001 - $100,000 | June 23, 2026 |
| Neal Patrick MD, Facs Dunn | house | JP Morgan Chase & Co Depositary Shares Preferred Series GG | JPMPG | FIXED INCOME | Sale | May 11, 2026 | $$50,001 - $100,000 | June 23, 2026 |
| Neal Patrick MD, Facs Dunn | house | Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ) | HBANZ | STOCK | Purchase | Feb. 2, 2026 | $$1,001 - $15,000 | March 17, 2026 |
| Neal Patrick MD, Facs Dunn | house | Cadence Bank 5.50% Series A (CADE$A) | CADE$A | BOND | Purchase | Feb. 2, 2026 | $$1,001 - $15,000 | March 17, 2026 |
| Neal Patrick MD, Facs Dunn | house | J P Morgan Chase & Co Depositary S (partial) Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | JPM | FIXED INCOME | Purchase | Sept. 4, 2025 | $$1,001 - $15,000 | Oct. 1, 2025 |
| Neal Patrick MD, Facs Dunn | house | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | COFPI | FIXED INCOME | Purchase | June 2, 2025 | $$1,001 - $15,000 | Aug. 13, 2025 |
| Neal Patrick MD, Facs Dunn | house | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | COFPI | FIXED INCOME | Purchase | March 3, 2025 | $$1,001 - $15,000 | April 3, 2025 |
| Neal Patrick MD, Facs Dunn | house | MicroStrategy Incorporated - Class A Common Stock (MSTR) | MSTR | STOCK | Purchase | Dec. 24, 2024 | $$15,001 - $50,000 | March 10, 2025 |
| Neal Patrick MD, Facs Dunn | house | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) | USB$P | FIXED INCOME | Purchase | May 5, 2023 | $$1,001 - $15,000 | May 26, 2023 |
| Neal Patrick MD, Facs Dunn | house | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) | WFC$D | FIXED INCOME | Purchase | May 5, 2023 | $$1,001 - $15,000 | May 26, 2023 |
| Neal Patrick MD, Facs Dunn | house | Wells Fargo & Company Depositary P Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) | WFC$Y | FIXED INCOME | Purchase | May 5, 2023 | $$1,001 - $15,000 | May 26, 2023 |
| Neal Patrick MD, Facs Dunn | house | Wells Fargo & Company Depositary P Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) | WFC$D | FIXED INCOME | Purchase | May 5, 2023 | $$1,001 - $15,000 | May 26, 2023 |
| Neal Patrick MD, Facs Dunn | house | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | JPM$J | FIXED INCOME | Purchase | May 5, 2023 | $$1,001 - $15,000 | May 26, 2023 |
| Neal Patrick MD, Facs Dunn | house | Cadence Bank 5.50% Series A (CADE$A) | CADE$A | BOND | Purchase | May 5, 2023 | $$1,001 - $15,000 | May 26, 2023 |
| Neal Patrick MD, Facs Dunn | house | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | COFPI | FIXED INCOME | Purchase | May 5, 2023 | $$1,001 - $15,000 | May 26, 2023 |
| Neal Patrick MD, Facs Dunn | house | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | JPM$J | FIXED INCOME | Purchase | May 5, 2023 | $$1,001 - $15,000 | May 26, 2023 |
| Neal Patrick MD, Facs Dunn | house | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | JPM$J | FIXED INCOME | Purchase | May 5, 2023 | $$1,001 - $15,000 | May 26, 2023 |
| Neal Patrick MD, Facs Dunn | house | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) | TFCPR | FIXED INCOME | Purchase | May 5, 2023 | $$1,001 - $15,000 | May 26, 2023 |
| Neal Patrick MD, Facs Dunn | house | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | RF$E | FIXED INCOME | Purchase | May 5, 2023 | $$1,001 - $15,000 | May 26, 2023 |
| Neal Patrick MD, Facs Dunn | house | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | KEY$J | FIXED INCOME | Purchase | May 5, 2023 | $$1,001 - $15,000 | May 26, 2023 |
| Neal Patrick MD, Facs Dunn | house | KeyCorp Depositary Shares representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | KEY$J | FIXED INCOME | Sale | Jan. 5, 2023 | $$1,001 - $15,000 | Feb. 17, 2023 |
| Neal Patrick MD, Facs Dunn | house | Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) | RF$A | FIXED INCOME | Sale | Jan. 5, 2023 | $$1,001 - $15,000 | Feb. 17, 2023 |
| Neal Patrick MD, Facs Dunn | house | Southern Company (SO) | SO | STOCK | Sale | Jan. 5, 2023 | $$15,001 - $50,000 | Feb. 17, 2023 |
| Neal Patrick MD, Facs Dunn | house | Southern Company (SO) | SO | STOCK | Sale | Jan. 5, 2023 | $$15,001 - $50,000 | Feb. 17, 2023 |