Neal Patrick MD, Facs Dunn
Representative
FL-2
2025 disclosure
Neal Patrick MD, Facs Dunn (FL-2) disclosed a net worth range between $4.2M and $9.3M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$4.2M – $9.3M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
74
Disclosed liabilities
0
Net worth band by reporting year
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | $4.2M – $9.3M |
| 2024 | 2025-08-13 | $3.6M – $7.9M |
| 2023 | 2026-08-13 | $2.6M – $6.7M |
| 2022 | 2023-08-13 | $1.8M – $7M |
| 2021 | 2022-08-13 | $4.6M – $12.8M |
Disclosed assets
The assets Neal Patrick MD, Facs Dunn itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
74
Total disclosed (band)
$4.2M – $9.3M
| Description | Type | Income | Value |
|---|---|---|---|
| IRA #3 ⇒ Invesco QQQ Trust, Series 1 (QQQ) | EF |
Tax-Deferred
|
$500K - $1M |
| IRA #3 ⇒ Apple Inc. - Common Stock (AAPL) | ST |
Tax-Deferred
|
$250K - $500K |
| IRA #3 ⇒ T. Rowe Price Capital Appreciation Fund (PRWCX) | MF |
Tax-Deferred
|
$250K - $500K |
| IRA #3 ⇒ Vanguard High Dividend Yield ETF (VYM) | EF |
Tax-Deferred
|
$250K - $500K |
| IRA #3 ⇒ iShares Core S&P 500 ETF (IVV) | EF |
Tax-Deferred
|
$250K - $500K |
| IRA #3 ⇒ iShares U.S. Aerospace & Defense ETF (ITA) | EF |
Tax-Deferred
|
$250K - $500K |
| NP Dunn Tst Cadence Pldg ⇒ Invesco QQQ Trust, Series 1 (QQQ) | EF |
$201 - $1K
Dividends
|
$250K - $500K |
| Cadence Checking Account | BA |
$201 - $1K
Interest
|
$100K - $250K |
| IRA #3 ⇒ Alerian MLP ETF (AMLP) | EF |
Tax-Deferred
|
$100K - $250K |
| IRA #3 ⇒ iShares Biotechnology ETF (IBB) | EF |
Tax-Deferred
|
$100K - $250K |
| IRA #3 ⇒ iShares Russell 2000 Index Fund (IWM) | EF |
Tax-Deferred
|
$100K - $250K |
| NP Dunn TLF Pledge ⇒ Invesco QQQ Trust, Series 1 (QQQ) | EF |
$201 - $1K
Dividends
|
$100K - $250K |
| NP Dunn Tst Cadence Pldg ⇒ Vanguard Value ETF (VTV) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| NP Dunn Tst Cadence Pldg ⇒ iShares Core S&P 500 ETF (IVV) | EF |
$201 - $1K
Capital Gains, Dividends
|
$100K - $250K |
| NP Dunn Tst Cadence Pldg ⇒ iShares Russell 2000 Index Fund (IWM) | EF |
$201 - $1K
Dividends
|
$100K - $250K |
| IRA #3 ⇒ Cadence Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (CADE.A) | OT |
Tax-Deferred
|
$50K - $100K |
| IRA #3 ⇒ Capital One Fin. Corp. 5.00% Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I (COF.I) | OT |
Tax-Deferred
|
$50K - $100K |
| IRA #3 ⇒ Flaherty & Crumrine Dynamic PF (DFP) | OT |
Tax-Deferred
|
$50K - $100K |
| IRA #3 ⇒ JPMorgan Chase & Co 4.75% Depositary Shares Non- Cumulative Preferred Stock, Series GG (JPM.J) | OT |
Tax-Deferred
|
$50K - $100K |
| IRA #3 ⇒ Johnson & Johnson Common Stock (JNJ) | ST |
Tax-Deferred
|
$50K - $100K |
| IRA #3 ⇒ KeyCorp 5.65% Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY.J) | OT |
Tax-Deferred
|
$50K - $100K |
| IRA #3 ⇒ Regions Financial Corp. 4.45% Depositary Shares Series E Non- Cumulative Preferred Stock (RF.E) | OT |
Tax-Deferred
|
$50K - $100K |
| IRA #3 ⇒ US Bancorp Non-Cumulative Perpetual Preferred Stock, Series K (USB.P) | OT |
Tax-Deferred
|
$50K - $100K |
| IRA #3 ⇒ Vanguard Value ETF (VTV) | EF |
Tax-Deferred
|
$50K - $100K |
| IRA #3 ⇒ Wells Fargo & Company 5.625% Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC.Y) | OT |
Tax-Deferred
|
$50K - $100K |
| NP Dunn TLF Pledge ⇒ Invesco Preferred ETF (PGX) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| NP Dunn TLF Pledge ⇒ VanEck IG Floating Rate ETF (FLTR) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| NP Dunn TLF Pledge ⇒ Vanguard High Dividend Yield ETF (VYM) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| NP Dunn TLF Pledge ⇒ Vanguard Value ETF (VTV) | EF | — | $50K - $100K |
| NP Dunn TLF Pledge ⇒ Vanguard Value ETF (VTV) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| NP Dunn TLF Pledge ⇒ iShares Core S&P 500 ETF (IVV) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| NP Dunn TLF Pledge ⇒ iShares Preferred and Income Securities ETF (PFF) | EF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| NP Dunn TLF Pledge ⇒ iShares Russell 2000 Index Fund (IWM) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| NP Dunn Tst Cadence Pldg ⇒ VanEck IG Floating Rate ETF (FLTR) | EF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| NP Dunn Tst Cadence Pldg ⇒ Vanguard High Dividend Yield ETF (VYM) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| NP Dunn Tst Cadence Pldg ⇒ iShares Preferred and Income Securities ETF (PFF) | EF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| IRA #1 ⇒ iShares Bitcoin Trust ETF (IBIT) | OT |
Tax-Deferred
|
$15K - $50K |
| IRA #1 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA #1 ⇒ iShares Core S&P 500 ETF (IVV) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA #1 ⇒ iShares Core Universal USD Bond ETF (IUSB) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA #1 ⇒ iShares MSCI EAFE Value ETF (EFV) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA #1 ⇒ iShares S&P 100 Fund (OEF) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA #1 ⇒ iShares S&P 500 Growth ETF (IVW) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA #1 ⇒ iShares S&P 500 Value ETF (IVE) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA #1 ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) | EF |
Tax-Deferred
|
$15K - $50K |
| IRA #3 ⇒ AT&T Inc 5.00% Depositary Shares Perpetual Preferred Stock Series A (T.A) | OT |
Tax-Deferred
|
$15K - $50K |
| IRA #3 ⇒ Morgan Stanley Sweep Account | BA |
Tax-Deferred
|
$15K - $50K |
| IRA #3 ⇒ Truist Fin. Corp 4.75% Depositary Shares Series R Non- Cumulative Perpetual Preferred Stock (TFC.R) | OT |
Tax-Deferred
|
$15K - $50K |
| NP Dunn TLF Pledge ⇒ Fidelity Nasdaq Composite Index ETF (ONEQ) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| NP Dunn TLF Pledge ⇒ Schwab U.S. Small-Cap ETF (SCHA) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| NP Dunn TLF Pledge ⇒ Vanguard International High Dividend Yield ETF (VYMI) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| NP Dunn TLF Pledge ⇒ iShares Biotechnology ETF (IBB) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| NP Dunn Tst Cadence Pldg ⇒ Morgan Stanley Sweep Account | BA | — | $15K - $50K |
| NP Dunn Tst Cadence Pldg ⇒ Vanguard International High Dividend Yield ETF (VYMI) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| NP Dunn Tst Cadence Pldg ⇒ iShares Biotechnology ETF (IBB) | EF |
$1 - $200
Dividends
|
$15K - $50K |
| IRA #1 ⇒ Morgan Stanley Sweep Account | BA |
Tax-Deferred
|
$1K - $15K |
| IRA #1 ⇒ iShares 10-20 Year Treasury Bond ETF (TLH) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #1 ⇒ iShares A.I. Innovation and Tech Active ETF (BAI) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #1 ⇒ iShares Gold Trust Shares (IAU) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #1 ⇒ iShares International Aggregate Bond Fund (IAGG) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #1 ⇒ iShares MBS ETF (MBB) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #1 ⇒ iShares MSCI USA Momentum Factor ETF (MTUM) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #1 ⇒ iShares MSCI USA Quality Factor ETF (QUAL) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #1 ⇒ iShares U.S. Aerospace & Defense ETF (ITA) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #1 ⇒ iShares U.S. Thematic Rotation Active ETF (THRO) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #2 ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #2 ⇒ iShares Core S&P 500 ETF (IVV) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #2 ⇒ iShares MSCI EAFE Value ETF (EFV) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #2 ⇒ iShares S&P 100 Fund (OEF) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #2 ⇒ iShares S&P 500 Growth ETF (IVW) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #2 ⇒ iShares S&P 500 Value ETF (IVE) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #2 ⇒ iShares U.S. Equity Factor Rotation Active ETF (DYNF) | EF |
Tax-Deferred
|
$1K - $15K |
| IRA #3 ⇒ iShares Preferred and Income Securities ETF (PFF) | EF |
Tax-Deferred
|
$1K - $15K |
| NP Dunn TLF Pledge ⇒ Bank of America Sweep Account | BA | — | $1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
No Itemised Liabilities
The latest annual report lists no liability with a disclosed value bracket.
Recent stock trades
Disclosed trades
4
Avg. disclosure lag
47.5 days
Filed past 45-day deadline
25%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2024-12-24 | MSTR ST · MicroStrategy Incorporated - Class A Common Stock (MSTR) | Buy | SP IRA #1 | $15K - $50K | 2025-03-10 | 76d late |
| 2023-01-05 | SO ST · Southern Company (SO) | Sell | — IRA #2 | $15K - $50K | 2023-02-17 | 43d |
| 2023-01-05 | SO ST · Southern Company (SO) | Sell | SP IRA #3 | $15K - $50K | 2023-02-17 | 43d |
| 2020-02-20 | BXS ST · Bancorpsouth Bank (BXs) F IlINg s TaTus : New | Buy | — | $1K - $15K | 2020-03-19 | 28d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-18. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +17.5% | -0.3% | +17.9% |
| 1 month | +66.4% | -0.8% | +67.1% |
| 1 quarter | +36.8% | +2.0% | +34.8% |
| Year to date | +1.3% | +11.7% | -10.4% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-18). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| MSTR | 91 | $14K | 100.0% |