At a glance
- 101 trades disclosed, 2017 to 2026
- 67 purchases, 30 sales, 4 other
- 79 Stock/ETF · 2 Corp bond · 20 Other
- BXS traded most, 15 times
- Median of 32 priceable purchases -1.9% vs SPY +14.8%
Republican U.S. representative from Florida's 2nd district
Committees: Energy and Commerce · the Strategic Competition Between the United States and the Chinese Communist Party
Updated Jun 23, 2026 · Members have up to 45 days to report a trade, so the newest transactions may not be filed yet. · Congressional trading statistics
This is a record of what Neal Dunn has filed, not a portfolio: amounts are disclosed as brackets rather than exact figures, and many of these trades are made by advisers or in managed accounts. Nothing here is investment advice.
Current committee assignments, from the public congress-legislators dataset. The last column counts this member’s own disclosed trades in companies that sit inside each committee’s jurisdiction.
| Committee | Role | Oversees | Trades in those sectors |
|---|---|---|---|
| Energy and Commerce | Vice Chair | Energy, Utilities, Healthcare, Communication Services, Technology (broad) | 2 (T, MSTR) |
| the Strategic Competition Between the United States and the Chinese Communist Party | Member | No single market sector | — |
2 of Neal Dunn's 101 disclosed transactions were in a sector a committee they sit on has jurisdiction over. That is a statement about jurisdiction, not a finding of wrongdoing, and it is not an accusation of one. Members frequently hold stock through managed accounts, index funds, and spousal portfolios they do not direct. Committees without a single clear market sector, such as Appropriations, Rules, and the Judiciary, are marked as such and counted for nothing. The full mapping is published on our congressional trading statistics page.
Congressional filings report a single stream of transactions. These are the asset classes it actually contains, which is what decides whether a performance figure can be computed at all.
| Asset class | Transactions | Share of record | Priced here |
|---|---|---|---|
| Stocks and ETFs | 79 | 78% | Yes |
| Corporate bonds and notes | 2 | 2% | No |
| Options, futures and other | 20 | 20% | No |
Only listed stocks and ETFs can be priced against an index. Bonds, municipal securities and structured notes are excluded from every return figure on this page.
Among 32 priceable purchases with a completed 12-month window, across 10 securities, the median return was -1.9%, versus +14.8% for SPY. That is 32 of the 67 purchases on this record. Each is measured over the 12 months after its transaction date, equal-weighted, one count per purchase. Every ranked member on one page: the Congress vs S&P 500 scorecard.
| Measure | This member | SPY over the same windows |
|---|---|---|
| Median 12-month return after purchase | -1.9% | +14.8% |
| Median difference vs SPY | -14.9% | — |
| Purchases that beat SPY | 1 of 32 (3%) | — |
| Stock | Purchased | Next 12 months | vs SPY |
|---|---|---|---|
| Best three | |||
| KEY-PJ | May 5, 2023 | +39.5% | +12.5% |
| RF-PE | May 5, 2023 | +25.1% | -1.9% |
| USB-PP | May 5, 2023 | +21.4% | -5.6% |
| Worst three | |||
| MSTR | Dec 24, 2024 | -55.7% | -71.9% |
| KEY-PJ | Aug 15, 2022 | -18.2% | -23.1% |
| KEY-PJ | Aug 10, 2022 | -14.8% | -22.7% |
What this is not. These are not Neal Dunn's returns. Disclosures report a dollar bracket and never a share count, so positions cannot be weighted and every purchase here counts once and equally. Sales are not matched back to the buys that opened them, so a position may well have been sold long ago; this measures how the stock moved in the year after the disclosed purchase date, nothing more. 3 of the 32 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet. The 32 scored purchases cover 10 securities, so repeat buys of the same holding are counted separately and this is not 32 independent decisions. A further 5 purchases are not counted because the ticker no longer trades or could not be priced.
Ranked by how many separate transactions name the security, across the whole record. Only holdings that carry a ticker in the filings appear here.
| Security | Trades | Buys / sells | Largest bracket | Last traded |
|---|---|---|---|---|
| BXS BancorpSouth Bank | 15 | 5 buy 9 sell | up to $1,000,000 | Dec 15, 2020 |
| RF-PE Regions Financial Corporatio | 7 | 6 buy 1 sell | up to $100,000 | May 11, 2026 |
| CADE-PA Cadence Bank 5.50% Series A | 6 | 5 buy 0 sell | up to $50,000 | Feb 2, 2026 |
| KEY-PJ KeyCorp Depositary Shares ea | 6 | 5 buy 1 sell | up to $50,000 | Sep 27, 2024 |
| COF-PI Capital One Financial Corpor | 5 | 5 buy 0 sell | up to $50,000 | Nov 6, 2024 |
| JPM-PJ J P Morgan Chase & Co Deposi | 4 | 3 buy 1 sell | up to $50,000 | Apr 24, 2024 |
| BAC The Neal Patrick Dunn Irrevo | 4 | 1 buy 3 sell | up to $50,000 | Aug 7, 2020 |
| T-PA AT&T Inc. Depositary Shares, | 3 | 2 buy 1 sell | up to $50,000 | May 11, 2026 |
| USB-PP U.S. Bancorp Depositary Shar | 3 | 3 buy 0 sell | up to $50,000 | Nov 6, 2024 |
| TFC-PR Truist Financial Corporation | 3 | 3 buy 0 sell | up to $50,000 | Sep 27, 2024 |
| WFC-PY Wells Fargo & Company Deposi | 3 | 3 buy 0 sell | up to $50,000 | May 5, 2023 |
| WFC IRA #2 Wells Fargo & Company | 3 | 1 buy 2 sell | up to $50,000 | Dec 15, 2020 |
All 101 disclosed transactions, newest first.
| Security | Type | Action | Disclosed amount | Held by | Traded | Disclosed | Filing |
|---|---|---|---|---|---|---|---|
| T-PA | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Member | May 11, 2026 | Jun 23, 2026 | Filing ↗ |
| JP Morgan Chase & Co Depositary Shares P Preferred Stock | Other | ▼ Sale (Full) | $50,001 - $100,000 | Member | May 11, 2026 | Jun 23, 2026 | Filing ↗ |
| RF-PE | Stock/ETF | ▼ Sale (Full) | $50,001 - $100,000 | Member | May 11, 2026 | Jun 23, 2026 | Filing ↗ |
| RF | Corp bond | ▼ Sale | $50,001 - $100,000 | Member | May 11, 2026 | Jun 23, 2026 | Filing ↗ |
| T | Corp bond | ▼ Sale | $15,001 - $50,000 | Member | May 11, 2026 | Jun 23, 2026 | Filing ↗ |
| CADE-PA Received Huntington Banc Shares Series-L in exchange for asset listed above due to corporate action. | Stock/ETF | Exchange | $1,001 - $15,000 | Member | Feb 2, 2026 | Mar 17, 2026 | Filing ↗ |
| HBANZ Received asset listed above in exchange for Cadence Bank Preferred Shares due to corporate action. | Stock/ETF | Exchange | $1,001 - $15,000 | Member | Feb 2, 2026 | Mar 17, 2026 | Filing ↗ |
| JPM Held at Morgan Stanley | Stock/ETF | ▼ Sale (Partial) | $1,001 - $15,000 | Member | Sep 4, 2025 | Oct 1, 2025 | Filing ↗ |
| Capital One Financial Corporation Deposi Held at Merrill Lynch | Other | ▲ Purchase | $1,001 - $15,000 | Member | Jun 2, 2025 | Aug 13, 2025 | Filing ↗ |
| Capital One Financial Corporation Deposi Held at Merrill Lynch | Other | ▲ Purchase | $1,001 - $15,000 | Member | Mar 3, 2025 | Apr 3, 2025 | Filing ↗ |
| MSTR Held at Merrill Lynch | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Spouse | Dec 24, 2024 | Mar 10, 2025 | Filing ↗ |
| CADE-PA | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Nov 6, 2024 | Dec 16, 2024 | Filing ↗ |
| COF-PI | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Nov 6, 2024 | Dec 16, 2024 | Filing ↗ |
| JP Morgan Chase & Co Depositary Shares P Publicly traded preferred shares | Other | ▲ Purchase | $1,001 - $15,000 | Member | Nov 6, 2024 | Dec 16, 2024 | Filing ↗ |
| RF-PE | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Nov 6, 2024 | Dec 16, 2024 | Filing ↗ |
| USB-PP | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Nov 6, 2024 | Dec 16, 2024 | Filing ↗ |
| T-PA | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Sep 27, 2024 | Nov 7, 2024 | Filing ↗ |
| CADE-PA | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Sep 27, 2024 | Nov 7, 2024 | Filing ↗ |
| COF-PI | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Sep 27, 2024 | Nov 7, 2024 | Filing ↗ |
| JP Morgan Chase & Co Depositary Shares P Publicly traded preferred shares | Other | ▲ Purchase | $1,001 - $15,000 | Member | Sep 27, 2024 | Nov 7, 2024 | Filing ↗ |
| KEY-PJ | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Sep 27, 2024 | Nov 7, 2024 | Filing ↗ |
| RF-PE | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Sep 27, 2024 | Nov 7, 2024 | Filing ↗ |
| TFC-PR | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Sep 27, 2024 | Nov 7, 2024 | Filing ↗ |
| US Bancorp Preferred Series K Publicly traded preferred stock | Other | ▲ Purchase | $1,001 - $15,000 | Member | Sep 27, 2024 | Nov 7, 2024 | Filing ↗ |
| JPM-PJ Filing Status: New
Subholding Of: IRA #2 | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Member | Apr 24, 2024 | May 22, 2024 | Filing ↗ |
| WFC-PD Filing Status: New
Subholding Of: IRA #2 | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Member | Apr 24, 2024 | May 22, 2024 | Filing ↗ |
| CADE-PA | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | May 5, 2023 | May 26, 2023 | Filing ↗ |
| COF-PI | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | May 5, 2023 | May 26, 2023 | Filing ↗ |
| JPM-PJ | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Spouse | May 5, 2023 | May 26, 2023 | Filing ↗ |
| KEY-PJ | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | May 5, 2023 | May 26, 2023 | Filing ↗ |
| RF-PE | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | May 5, 2023 | May 26, 2023 | Filing ↗ |
| TFC-PR | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | May 5, 2023 | May 26, 2023 | Filing ↗ |
| USB-PP | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | May 5, 2023 | May 26, 2023 | Filing ↗ |
| WFC-PD | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Spouse | May 5, 2023 | May 26, 2023 | Filing ↗ |
| WFC-PY | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | May 5, 2023 | May 26, 2023 | Filing ↗ |
| KEY-PJ | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 5, 2023 | Feb 17, 2023 | Filing ↗ |
| RF-PA | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Member | Jan 5, 2023 | Feb 17, 2023 | Filing ↗ |
| SO | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Spouse | Jan 5, 2023 | Feb 17, 2023 | Filing ↗ |
| T-PA | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 15, 2022 | Sep 9, 2022 | Filing ↗ |
| CADE-PA | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Aug 15, 2022 | Sep 9, 2022 | Filing ↗ |
| COF-PI | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 15, 2022 | Sep 9, 2022 | Filing ↗ |
| JPM-PJ | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 15, 2022 | Sep 9, 2022 | Filing ↗ |
| KEY-PJ | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 15, 2022 | Sep 9, 2022 | Filing ↗ |
| RF-PE | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 15, 2022 | Sep 9, 2022 | Filing ↗ |
| TFC-PR | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 15, 2022 | Sep 9, 2022 | Filing ↗ |
| USB-PP | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 15, 2022 | Sep 9, 2022 | Filing ↗ |
| WFC-PY | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 15, 2022 | Sep 9, 2022 | Filing ↗ |
| CADE-PA | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 10, 2022 | Sep 9, 2022 | Filing ↗ |
| COF-PI | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 10, 2022 | Sep 9, 2022 | Filing ↗ |
| JPM-PJ | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 10, 2022 | Sep 9, 2022 | Filing ↗ |
| KEY-PJ | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 10, 2022 | Sep 9, 2022 | Filing ↗ |
| KEY-PJ | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Aug 10, 2022 | Sep 9, 2022 | Filing ↗ |
| RF-PE | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Aug 10, 2022 | Sep 9, 2022 | Filing ↗ |
| RF-PE | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 10, 2022 | Sep 9, 2022 | Filing ↗ |
| WFC-PY | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Aug 10, 2022 | Sep 9, 2022 | Filing ↗ |
| The Neal Patrick Dunn Irrevocable Trust | Stock/ETF | ▼ Sale (Full) | $100,001 - $250,000 | Member | Mar 11, 2021 | Mar 24, 2021 | Filing ↗ |
| bancorpSouth bank 5.50% Series A Non-Cum | Other | ▲ Purchase | $1,001 - $15,000 | Member | Feb 22, 2021 | Mar 24, 2021 | Filing ↗ |
| BXS | Stock/ETF | ▼ Sale (Full) | $250,001 - $500,000 | Member | Dec 15, 2020 | Jan 15, 2021 | Filing ↗ |
| BXS | Stock/ETF | ▼ Sale (Full) | $50,001 - $100,000 | Member | Dec 15, 2020 | Jan 15, 2021 | Filing ↗ |
| WFC | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Member | Dec 15, 2020 | Jan 15, 2021 | Filing ↗ |
| IRA #2 BancorpSouth Bank 5.50% Series A | Other | ▼ Sale (Full) | $100,001 - $250,000 | Member | Dec 7, 2020 | Dec 23, 2020 | Filing ↗ |
| IRA #1 J P Morgan Chase & Co Depositary | Other | ▼ Sale (Full) | $1,001 - $15,000 | Member | Dec 7, 2020 | Dec 23, 2020 | Filing ↗ |
| BancorpSouth Bank 5.50% Series A Non-Cum | Other | ▲ Purchase | $1,001 - $15,000 | Member | Nov 20, 2020 | Dec 23, 2020 | Filing ↗ |
| The Neal Patrick Dunn Irrevocable Trust | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Nov 20, 2020 | Dec 23, 2020 | Filing ↗ |
| IRA #1 BancorpSouth Bank 5.50% Series A | Other | ▼ Sale (Partial) | $50,001 - $100,000 | Member | Nov 17, 2020 | Dec 23, 2020 | Filing ↗ |
| BXS | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Oct 1, 2020 | Nov 5, 2020 | Filing ↗ |
| BancorpSouth Bank 5.50% Series A Non-Cum | Other | ▲ Purchase | $1,001 - $15,000 | Member | Aug 20, 2020 | Sep 9, 2020 | Filing ↗ |
| IRA #1 BancorpSouth Bank 5.50% Series A | Other | ▲ Purchase | $1,001 - $15,000 | Member | Aug 20, 2020 | Sep 9, 2020 | Filing ↗ |
| BAC | Stock/ETF | ▼ Sale (Full) | $15,001 - $50,000 | Member | Aug 7, 2020 | Sep 9, 2020 | Filing ↗ |
| BAC | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Member | Aug 7, 2020 | Sep 9, 2020 | Filing ↗ |
| BXS | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Jul 1, 2020 | Jul 18, 2020 | Filing ↗ |
| The Neal Patrick Dunn Irrevocable Trust | Stock/ETF | ▲ Purchase | $50,001 - $100,000 | Member | Jun 22, 2020 | Jul 18, 2020 | Filing ↗ |
| BAC | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Member | May 26, 2020 | Jun 23, 2020 | Filing ↗ |
| The Neal Patrick Dunn Irrevocable Trust | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Member | May 26, 2020 | Jun 23, 2020 | Filing ↗ |
| WFC | Stock/ETF | ▼ Sale (Full) | $1,001 - $15,000 | Member | May 26, 2020 | Jun 23, 2020 | Filing ↗ |
| BXS | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Apr 1, 2020 | May 1, 2020 | Filing ↗ |
| BXS | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Feb 20, 2020 | Mar 19, 2020 | Filing ↗ |
| BXS | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Dec 30, 2019 | Jan 30, 2020 | Filing ↗ |
| BXS | Stock/ETF | ▼ Sale (Partial) | $50,001 - $100,000 | Member | Dec 12, 2019 | Jan 20, 2020 | Filing ↗ |
| BXS | Stock/ETF | ▼ Sale (Partial) | $250,001 - $500,000 | Member | Dec 12, 2019 | Jan 20, 2020 | Filing ↗ |
| The Neal Patrick Dunn Irrevocable Trust | Stock/ETF | ▲ Purchase | $50,001 - $100,000 | Member | Nov 19, 2019 | Dec 11, 2019 | Filing ↗ |
| The Neal Patrick Dunn Irrevocable Trust | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Nov 18, 2019 | Dec 11, 2019 | Filing ↗ |
| The Neal Patrick Dunn Irrevocable Trust | Stock/ETF | ▲ Purchase | $15,001 - $50,000 | Member | Nov 15, 2019 | Dec 11, 2019 | Filing ↗ |
| Raymond James IRA #1 bancorpSouth bank 5 | Other | ▲ Purchase | $15,001 - $50,000 | Member | Nov 15, 2019 | Dec 11, 2019 | Filing ↗ |
| Raymond James IRA #2 SPbancorpSouth bank | Other | ▲ Purchase | $15,001 - $50,000 | Member | Nov 15, 2019 | Dec 11, 2019 | Filing ↗ |
| Raymond James IRA #3 bancorpSouth bank 5 | Other | ▲ Purchase | $50,001 - $100,000 | Member | Nov 15, 2019 | Dec 11, 2019 | Filing ↗ |
| BXS | Stock/ETF | ▼ Sale (Partial) | $100,001 - $250,000 | Member | Nov 12, 2019 | Dec 11, 2019 | Filing ↗ |
| BXS | Stock/ETF | ▼ Sale (Partial) | $50,001 - $100,000 | Member | Nov 12, 2019 | Dec 11, 2019 | Filing ↗ |
| BXS | Stock/ETF | ▼ Sale (Partial) | $500,001 - $1,000,000 | Member | Nov 12, 2019 | Dec 11, 2019 | Filing ↗ |
| BXS | Stock/ETF | ▼ Sale (Partial) | $50,001 - $100,000 | Member | Nov 11, 2019 | Dec 11, 2019 | Filing ↗ |
| BXS | Stock/ETF | ▼ Sale (Partial) | $100,001 - $250,000 | Member | Nov 11, 2019 | Dec 11, 2019 | Filing ↗ |
| BB&T Corporation Depositary shares Repre | Other | Exchange | $1,000,001 - $5,000,000 | Member | Sep 1, 2019 | Sep 30, 2019 | Filing ↗ |
| BXS | Stock/ETF | Exchange | $250,001 - $500,000 | Member | Sep 1, 2019 | Sep 30, 2019 | Filing ↗ |
| BAC | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Jan 14, 2019 | Feb 7, 2019 | Filing ↗ |
| Raymond James IRA #4 BB&T Corporation De | Other | ▲ Purchase | $1,001 - $15,000 | Member | Jan 14, 2019 | Feb 7, 2019 | Filing ↗ |
| The Neal Patrick Dunn Irrevocable Trust | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Jan 14, 2019 | Feb 7, 2019 | Filing ↗ |
| Raymond James IRA #1 J P Morgan Chase & | Other | ▲ Purchase | $1,001 - $15,000 | Member | Jan 14, 2019 | Feb 7, 2019 | Filing ↗ |
| The Neal Patrick Dunn Irrevocable Trust | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Jan 14, 2019 | Feb 7, 2019 | Filing ↗ |
| WFC | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Jan 14, 2019 | Feb 7, 2019 | Filing ↗ |
| summit Bank, Na [Ps] | Other | ▲ Purchase | $50,001 - $100,000 | Member | Jul 12, 2017 | Sep 11, 2018 | Filing ↗ |
| SO | Stock/ETF | ▲ Purchase | $1,001 - $15,000 | Member | Jun 29, 2017 | Jul 10, 2017 | Filing ↗ |
Neal Dunn has disclosed 101 transactions in the public STOCK Act record we track, running from Jun 29, 2017 to May 11, 2026. That is 67 purchases and 30 sales. Each one is a periodic transaction report filed with the Clerk of the House.
The most frequently traded positions on Neal Dunn's disclosures are BXS (15 trades), RF-PE (7 trades), CADE-PA (6 trades), KEY-PJ (6 trades), COF-PI (5 trades). Frequency is not size: the filings report dollar ranges rather than exact amounts, so a single large trade can matter more than several small ones.
Among 32 priceable purchases with a completed 12-month window, across 10 securities, the median return was -1.9%, versus +14.8% for SPY over the same windows. That is a median difference of -14.9%, and 1 of the 32 (3%) beat the index. That is 32 of the 67 purchases on this record; the rest are unpriceable, still inside their 12-month window, or not equities. These are not the member's actual returns: disclosures give a dollar bracket and no share count, so each purchase is counted once and weighted equally, and any later sale is not matched back to the buy.
Each disclosed purchase is measured over a fixed 12-month window, from the close on the first trading day on or after the reported transaction date to the close 12 months later, using split- and dividend-adjusted prices. The same window is applied to SPY and the difference is the excess return. A fixed window is used so that trades from different years are comparable: measuring every purchase up to today instead would score a 2014 buy against a decade of index compounding and a recent buy against a few months. Purchases from the last 12 months are excluded because their window has not closed, and 5 more could not be priced because the ticker no longer trades. Sales, options, bonds, municipal securities and structured notes are not included. Figures update daily.
Not all of them. Of the 101 transactions on record, 4 are marked as the spouse's and 0 as jointly held. Members must disclose trades made by a spouse or dependent child, and many are executed by financial advisers or in managed accounts, so a disclosure is not evidence that the member personally chose the stock.
The STOCK Act gives members up to 45 days to report a trade, so the newest transaction here (May 11, 2026) was disclosed on Jun 23, 2026 and more recent trades may exist that have not been filed yet. This page is a record of what has been disclosed, not a statement of what Neal Dunn currently holds.
No. Congressional disclosures report each trade as a bracket, such as $1,001 to $15,000, rather than an exact amount. The largest bracket on this record is $1,000,001 - $5,000,000. Adding brackets together produces a made-up number, so we do not publish a portfolio total.
Source: periodic transaction reports filed with the Clerk of the House and the Senate Office of Public Records, the same public documents linked in the Filing column. Disclosures are reported with up to a 45-day delay and amounts are brackets, not exact figures. Past performance does not predict future results, and none of this is investment advice. See every member we track.