Neal P. Dunn R
Republican representative for Florida (FL-2), in the House since Jan 3, 2017.
- Energy and Commerce · Vice Chair
- Strategic Competition Between the United States and the Chinese Communist Party
Among all 439 members
Each dot is a member; Dunn is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (GovInfo's bill records)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
2025–26
$831K
2023–24
$1.6M
2021–22
$1.8M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $831,031 | $226,399 | $458,500 | $0 | $0 | $527,389 | $393,101 | $0 | $0 |
| 2023–24 | $1,648,135 | $585,857 | $836,807 | $0 | $0 | $1,803,683 | $89,458 | $0 | $0 |
| 2021–22 | $1,800,603 | $1,136,752 | $561,750 | $0 | $0 | $1,957,660 | $245,006 | $56,492 | $0 |
FEC totals through Sep 30, 2026.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Florida versus everywhere else, each period.
- From Florida
- From out of state
2025–26
$202K
2023–24
$464K
2021–22
$293K
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
APPLIED RESEARCH ASSOCIATES
$16K
THE ST JOE COMPANY
$12K
CAPITOL COUNSEL
$10K
KIRKLAND AND ELLIS
$10K
SYSTEM SERVICE & ENGINEERING INC
$10K
AUDIENTIS LLC
$10K
ADVANCED UROLOGY INSTITUTE
$9,900
TOC
$7,218
TODD STRATEGY GROUP
$7,000
AHCV
$7,000
DANIELS MFG CORPORATION
$6,800
KEISER UNIVERSITY
$6,600
The largest donors, and the numbers
| Period | Itemized | Contributions | From FL | Retired donors |
|---|---|---|---|---|
| 2025–26 | $201,985 | 201 | 33% | 10% |
| 2023–24 | $463,661 | 863 | 60% | 18% |
| 2021–22 | $292,589 | 472 | 69% | 22% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| BROWN, REGINALD | ALEXANDRIA, VA | KIRKLAND AND ELLIS, LAWYER | $10,100 |
| PERGOLINI, WILLIAM | ROSWELL, GA | AUDIENTIS LLC, PRESIDENT | $10,000 |
| SHOOTS, KYLE MR. | PANAMA CITY, FL | SYSTEM SERVICE & ENGINEERING INC, PRESIDENT | $10,000 |
| ARTMAN, DAVID MR. | PANAMA CITY, FL | APPLIED RESEARCH ASSOCIATES, ENGINEER | $9,500 |
| DAVIS, JUDY L. MS. | TALLAHASSEE, FL | RETIRED, RETIRED | $8,200 |
| KIMBELL, JEFFREY MR. | PARK CITY, UT | SELF EMPLOYED, HEALTH CARE CONSULTANT | $7,500 |
| BEVIS, PATRICIA B. MRS. | TALLAHASSEE, FL | RETIRED, RETIRED | $7,000 |
| ZAFFIRINI, CARLOS | AUSTIN, TX | AHCV, CEO | $7,000 |
| DANIELS, GEORGE G. MR | ORLANDO, FL | DANIELS MFG. CORPORATION, EXECUTIVE | $6,800 |
| CAMAISA, ALLAN | RANCHO SANTA FE, CA | CALIDI BIO, CHAIRMAN AND CEO | $6,600 |
| KEISER, BELINDA | PARKLAND, FL | KEISER UNIVERSITY, VICE CHANCELLOR | $6,600 |
| TAYLOR, MARGARETTA J. MS | NEW YORK, NY | RETIRED, RETIRED | $6,200 |
| SCHWARZMAN, STEPHEN | NEW YORK, NY | BLACKSTONE, CEO AND CHAIRMAN | $6,000 |
| GONZALEZ, JORGE L. MR. | PANAMA CITY BEACH, FL | THE ST. JOE COMPANY, PRESIDENT & CEO | $5,800 |
| HITT, WARREN T. DR. | LYNN HAVEN, FL | SELF EMPLOYED, PHYSICIAN | $5,800 |
| MOSKOWITZ, CHERNA | HAWAIIAN GARDENS, CA | IRVING I MOSKOWITZ FOUNDATION, PRESIDENT | $5,800 |
| TRANSOU, HAL G. MR. III | TALLAHASSEE, FL | TRI EAGLE SALES, OWNER | $5,800 |
| WALKER, JOHNNY | ANNANDALE, VA | THOR SOLUTIONS LLC, ENGINEER | $5,800 |
| GLENN, HARRY J. MR. | CLEARWATER, FL | VAN SCOYOC ASSOC., VP | $5,500 |
| LOVELL, CHRIS | NAVARRE, FL | LOVELL GOVERNMENT SERVICES, CEO | $5,500 |
| WARD, JON RYAN DR. | PANAMA CITY, FL | DERMATOLOGY SPECIALISTS, DERMATOLOGIST | $5,300 |
| ARTMAN, DAVID H. MR. JR.. | PANAMA CITY, FL | APPLIED RESEARCH ASSOCIATES, ENGINEER | $5,000 |
| FISHER, CYNTHIA | PALM BEACH, FL | PATIENTRIGHTSADVOCATE.ORG, FOUNDER AND CHAIRMAN | $5,000 |
| POPS, RICHARD | WELLESLEY HILLS, MA | ALKERMES INC., EXECUTIVE | $5,000 |
| ROBERTS, CHARLES W. MR. III | TALLAHASSEE, FL | CW ROBERTS CONTRACTING INC., PRESIDENT | $5,000 |
Their biggest PAC and party givers
SCALISE LEADERSHIP FUND
$25K
$21K
ASSOCIATED BUILDERS AND CONTRACTORS, INC. POLITICAL ACTION COMMITTEE (ABC PAC)
$20K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| THE EYE OF THE TIGER POLITICAL ACTION COMMITTEE | SCALISE LEADERSHIP FUND | $25,000 | 5 |
| SPACE EXPLORATION TECHNOLOGIES CORP. PAC | SPACE EXPLORATION TECHNOLOGIES CORP. | $25,000 | 8 |
| AUTO CARE ASSOCIATION POLITICAL ACTION COMMITTEE | AUTO CARE ASSOCIATION | $25,000 | 7 |
| AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION POLITICAL ACTION COMMITTEE (SKINPAC) | AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION | $23,500 | 13 |
| AMERICAN SOCIETY OF ANESTHESIOLOGISTS POLITICAL ACTION COMMITTEE (ASA PAC) | AMERICAN SOCIETY OF ANESTHESIOLOGISTS | $22,500 | 9 |
| AMERICAN COLLEGE OF SURGEONS PROFESSIONAL ASSOCIATION PAC | AMERICAN COLLEGE OF SURGEONS PROFESSIONAL ASSOCIATION | $22,500 | 10 |
| POLITICAL ACTION COMMITTEE OF THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS--PAC OF AAOS | AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | $21,000 | 13 |
| DAVITA INC. POLITICAL ACTION COMMITTEE (DAPAC) | DAVITA INC. | $20,500 | 12 |
| AMERICAN OPTOMETRIC ASSOCIATION POLITICAL ACTION COMMITTEE | AMERICAN OPTOMETRIC ASSOCIATION | $20,500 | 11 |
| ASSOCIATED BUILDERS AND CONTRACTORS, INC. POLITICAL ACTION COMMITTEE (ABC PAC) | $20,000 | 7 | |
| COMCAST CORPORATION & NBCUNIVERSAL POLITICAL ACTION COMMITTEE - FEDERAL | COMCAST CORPORATION | $18,000 | 4 |
| AT&T INC. EMPLOYEE FEDERAL POLITICAL ACTION COMMITTEE (AT&T EMPLOYEE FEDERAL PAC) | AT&T INC. | $18,000 | 6 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE POLITICAL ACTION COMMITTEE | $17,894 | 6 | |
| NATIONAL EMERGENCY MEDICINE POLITICAL ACTION COMMITTEE / AMERICAN COLLEGE OF EMERGENCY PHYSICIANS | AMERICAN COLLEGE OF EMERGENCY PHYSICIANS | $17,500 | 10 |
| NATIONAL BEER WHOLESALERS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL BEER WHOLESALERS ASSOCIATION | $17,500 | 8 |
| NATIONAL ASSOCIATION OF BROADCASTERS POLITICAL ACTION COMMITTEE (NABPAC) | NATIONAL ASSOCIATION OF BROADCASTERS | $17,000 | 5 |
| AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION - OSTEOPATHIC POLITICAL ACTION COMMITTEE | AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION | $16,500 | 13 |
| AMERICAN MEDICAL ASSOCIATION POLITICAL ACTION COMMITTEE | AMERICAN MEDICAL ASSOCIATION | $16,000 | 7 |
| AMERICAN ACADEMY OF OPHTHALMOLOGY INC POLITICAL COMMITTEE (OPHTHPAC) | AMERICAN ACADEMY OF OPHTHALMOLOGY | $16,000 | 13 |
| TRUIST FINANCIAL CORPORATION FEDERAL PAC (FORMERLY SUNTRUST BANKS, INC. POLITICAL ACTION COMMITTEE) | TRUIST FINANCIAL CORPORATION | $15,000 | 3 |
| GUIDEWELL MUTUAL HOLDING CORPORATION POLITICAL ACTION COMMITTEE (GUIDEWELL PAC) | GUIDEWELL MUTUAL HOLDING CORPORATION | $15,000 | 8 |
| CMR POLITICAL ACTION COMMITTEE | $15,000 | 5 | |
| CHARTER COMMUNICATIONS INC. POLITICAL ACTION COMMITTEE | CHARTER COMMUNICATIONS INC. | $15,000 | 5 |
| AMERICAN CRYSTAL SUGAR COMPANY POLITICAL ACTION COMMITTEE | AMERICAN CRYSTAL SUGAR COMPAY | $15,000 | 3 |
| ALLSTATE INSURANCE COMPANY PAC | ALLSTATE INSURANCE CO. | $15,000 | 5 |
Outside spending for and against them
- Against them
- For them
All of it
$56K
Who spent it
HEALTHCARE FREEDOM SUPER PAC
$56K
THE GUARDIAN FUND
$902
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| HEALTHCARE FREEDOM SUPER PAC | for | $55,590 | 3 |
| THE GUARDIAN FUND | for | $902 | 1 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
LKQ CORPORATION
$51K
All 25
| Registrant | Total | Items | First | Latest |
|---|---|---|---|---|
| AMERICAN MEDICAL ASSOCIATION | $204,710 | 8 | Mar 8, 2022 | Jul 8, 2025 |
| SPACE EXPLORATION TECHNOLOGIES | $55,000 | 14 | Apr 27, 2021 | Dec 17, 2025 |
| LKQ CORPORATION | $51,000 | 12 | Sep 28, 2022 | Sep 30, 2024 |
| AMERICAN ACADEMY OF DERMATOLOGY ASSOCIATION | $28,500 | 14 | Aug 18, 2021 | Aug 15, 2025 |
| JEFFREY J. KIMBELL & ASSOCIATES, INC. | $26,500 | 13 | Mar 3, 2021 | Dec 19, 2025 |
| AMERICAN SOCIETY OF ANESTHESIOLOGISTS | $25,500 | 11 | May 5, 2021 | Mar 6, 2025 |
| NATIONAL ASSOCIATION OF BROADCASTERS | $24,000 | 8 | Nov 17, 2021 | Dec 22, 2025 |
| AMERICAN OPTOMETRIC ASSOCIATION | $24,000 | 13 | Sep 21, 2021 | Oct 30, 2025 |
| AMERICAN COLLEGE OF SURGEONS PROFESSIONAL ASSOCIATION | $24,000 | 11 | Oct 29, 2021 | Sep 18, 2025 |
| KELLEY DRYE & WARREN LLP | $23,500 | 18 | Sep 28, 2023 | Jun 23, 2025 |
| COMCAST CORPORATION | $23,000 | 5 | Oct 28, 2022 | Jun 11, 2025 |
| AUTO CARE ASSOCIATION | $21,500 | 7 | Mar 29, 2022 | Mar 28, 2025 |
| AMERICAN CLINICAL LABORATORY ASSN | $21,500 | 13 | Mar 18, 2024 | Jun 10, 2025 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION (NRECA) | $20,500 | 13 | Jun 24, 2021 | Jun 10, 2025 |
| DUKE ENERGY CORPORATION | $20,500 | 16 | Jul 19, 2022 | Apr 18, 2025 |
| DAVITA INC. | $20,500 | 12 | Aug 2, 2021 | May 20, 2025 |
| FOLEY & LARDNER LLP | $18,000 | 12 | Feb 21, 2025 | Sep 26, 2025 |
| AT&T SERVICES, INC. AND ITS AFFILIATES | $18,000 | 6 | Aug 2, 2022 | Sep 25, 2025 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE | $17,900 | 4 | Apr 14, 2022 | Oct 7, 2025 |
| NATIONAL BEER WHOLESALERS ASSOCIATION | $17,500 | 8 | Sep 20, 2021 | Aug 13, 2024 |
| ASSOCIATED BUILDERS AND CONTRACTORS, INC. | $17,500 | 4 | Feb 7, 2022 | Jun 20, 2025 |
| ALLSTATE INSURANCE COMPANY | $17,500 | 6 | Sep 19, 2023 | Dec 16, 2025 |
| BIOMARIN PHARMACEUTICAL INC. | $17,000 | 7 | Sep 21, 2022 | Dec 12, 2025 |
| NATIONAL ASSOCIATION OF REALTORS | $16,000 | 9 | May 6, 2022 | Mar 12, 2025 |
| MCKESSON CORPORATION & ITS AFFILIATE U.S. ONCOLOGY | $15,500 | 8 | Nov 12, 2021 | Nov 17, 2025 |
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 37 earmarks, $63.9M. None went to an organization whose employees are among their donors.
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2026
$22.4M
FY 2024
$17.5M
FY 2023
$15.1M
FY 2022
$8.9M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 0 of the 36 of theirs went to their donors' employers; chance gives about 0: about what chance gives.
The largest
Florida State University
2 earmarks · DOC
$6.7M
Potable Water Redundancy Improvements – Phase 1 City of Panama City Beach
Department of Housing and Urban Development
$5.0M
Rehabilitation of the Runway 9-26 at the Tallahassee International Airport (TLH)
Department of Transportation
$4.0M
Fountain Fire Station Bay County, Florida
Department of Agriculture
$3.2M
Feeding North Florida Families - SHBB Impact Center and Capacity Project America Second Harvest of the Big Bend
Department of Housing and Urban Development
$3.0M
Wakulla County Emergency Operations Center Wakulla County Board of Commissioners
Department of Homeland Security
$3.0M
Holmes County Multipurpose and Recreational Center Rehabilitation City of Bonifay
Department of Housing and Urban Development
$3.0M
City of Tallahassee
Department of Housing and Urban Development
$2.9M
Terminal Apron Rehabilitation Tallahassee International (TLH)
Department of Transportation
$2.7M
Taylor County Board of County Commissioners
FEMA
$2.6M
All 37
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2026 | Florida State University Development of the Florida State University (FSU) Hypersonic Test Facility DOC · NIST— STRS · FL | $4,200,000 | AMERICAN DEFENSE INTERNATIONAL ($3,500) | ||
| FY 2026 | City of Tallahassee Tallahassee International Airport (TLH) Improvements Department of Housing and Urban Development · Community Development Fund · FL | $2,850,000 | |||
| FY 2026 | Taylor County Board of County Commissioners Taylor County Emergency Operations and Public Safety Complex FEMA · Federal Assistance-E0C · FL | $2,606,000 | |||
| FY 2026 | Tallahassee Police Department (TPD) Tallahassee Police Department Training Facility Indoor Tactical Firing Range Equipment DOJ · COPS Tech · FL | $2,100,000 | |||
| FY 2026 | Panama City-Bay County Airport and Industrial District Northwest Florida Beaches International (ECP)— North Access Road Department of Housing and Urban Development · Community Development Fund · FL | $2,000,000 | |||
| FY 2026 | City of Panama City Beach Potable Water Redundancy Improvements—Phase 2 Department of Housing and Urban Development · Community Development Fund · FL | $2,000,000 | CAPITOL HILL CONSULTING GROUP ($6,000) | ||
| FY 2026 | City of Panama City Area Q/R–1: Critical Infrastructure Improvements Department of Housing and Urban Development · Community Development Fund · FL | $2,000,000 | |||
| FY 2026 | Jackson County Sheriff’s Office Community Outreach Center DOJ · COPS Tech · FL | $1,250,000 | |||
| FY 2026 | City of DeFuniak Springs for Wastewater System Upgrade Environmental Protection Agency · STAG—Clean Water State Revolving Fund · FL | $1,000,000 | |||
| FY 2026 | Washington County Board of County Commissioners for Water and Sewer Infrastructure Improvement Project Environmental Protection Agency · STAG—Clean Water State Revolving Fund · FL | $750,000 | |||
| FY 2026 | Gadsden County for Water System Improvement and Expansion Project Environmental Protection Agency · STAG—Drinking Water State Revolving Fund · FL | $750,000 | |||
| FY 2026 | Liberty County Sheriff’s Office Bristol Microwave Site Transmit and Receive Conversion DOJ · COPS Tech · FL | $495,000 | |||
| FY 2026 | Washington County Sheriff’s Office Washington County Sheriff’s Office Public Safety Communications Tower Upgrade DOJ · COPS Tech · FL | $375,000 | |||
| FY 2024 | Potable Water Redundancy Improvements – Phase 1 City of Panama City Beach Department of Housing and Urban Development · Community Development Fund · FL | $5,000,000 | CAPITOL HILL CONSULTING GROUP ($4,000) | ||
| FY 2024 | Feeding North Florida Families - SHBB Impact Center and Capacity Project America Second Harvest of the Big Bend Department of Housing and Urban Development · Community Development Fund · FL | $3,000,000 | |||
| FY 2024 | Terminal Apron Rehabilitation Tallahassee International (TLH) Department of Transportation · Grants-in-Aid for Airports · FL | $2,700,000 | |||
| FY 2024 | Franklin County Emergency Operations Center Franklin County Board of County Commissioners Franklin County Emergency Operations Center Franklin County Board of County Commissioners Department of Homeland Security · Federal Assistance—EOC · FL | $1,500,000 | |||
| FY 2024 | Building and Classroom Renovation Endeavor Forward, Inc. Department of Housing and Urban Development · Community Development Fund · FL | $1,500,000 | |||
| FY 2024 | Apron Infrastructure Development—Phase 2 of Runway 9-27 Expansion DeFuniak Springs Airport (54J) Department of Transportation · Grants-in-Aid for Airports · FL | $1,100,000 | |||
| FY 2024 | Leon County for Stormwater Treatment and Flow Attenuation Environmental Protection Agency · State and Tribal Assistance Grants—Clean Water State Revolving Fund · FL | $800,000 | |||
| FY 2024 | Police Department Facility City of Midway Police Department Facility City of Midway, FL Department of Agriculture · Rural Community Facilities Program Account · FL | $750,000 | |||
| FY 2024 | Choctawhatchee Bay and River Basin Choctawhatchee Bay and River Basin, Walton County, FL U.S. Army Corps of Engineers Army Corps of Engineers · Investigations · FL | $500,000 | |||
| FY 2024 | City of Monticello for Water Line Replacement Environmental Protection Agency · State and Tribal Assistance Grants—Drinking Water State Revolving Fund · FL | $350,000 | |||
| FY 2024 | Fire Services Equipment Town of Campbellton Fire Services Equipment Town of Campbellton, FL Department of Agriculture · Rural Community Facilities Program Account · FL | $287,000 | |||
| FY 2023 | Fountain Fire Station Bay County, Florida Department of Agriculture · Rural Housing Service · FL | $3,225,000 | |||
| FY 2023 | Wakulla County Emergency Operations Center Wakulla County Board of Commissioners Department of Homeland Security · Federal Assistance - EOC · FL | $3,000,000 | |||
| FY 2023 | Florida State University Florida State University, Tallahassee, FL for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · FL | $2,490,000 | |||
| FY 2023 | Suwannee County EOC Construction Suwannee County Board of County Commissioners Department of Homeland Security · Federal Assistance - EOC · FL | $2,346,784 | |||
| FY 2023 | Boys & Girls Clubs of Bay County Community Centers Repairs and Reconstruction The Boys & Girls Clubs of Bay County Department of Housing and Urban Development · Community Development Fund · FL | $2,000,000 | |||
| FY 2023 | Town of Westville Multi-Response Facility Town of Westville Department of Agriculture · Rural Housing Service · FL | $1,260,000 | |||
| FY 2023 | Gulf County Washington Recreational Center Repair and Rehabilitation Gulf County Department of Housing and Urban Development · Community Development Fund · FL | $500,000 | CAPITOL HILL CONSULTING GROUP ($2,500) | ||
| FY 2023 | Endeavor Forward, Inc Endeavor Forward, Inc, Marianna, FL for a transition program for adults with autism Department of Health and Human Services · Administration for Community Living · FL | $300,000 | |||
| FY 2022 | Rehabilitation of the Runway 9-26 at the Tallahassee International Airport (TLH) Department of Transportation · Grants-in-Aid for Airports · FL | $4,000,000 | |||
| FY 2022 | Holmes County Multipurpose and Recreational Center Rehabilitation City of Bonifay Holmes County Multipurpose and Recreational Center Rehabilitation City of Bonifay Department of Housing and Urban Development · Community Development Fund · FL | $3,000,000 | |||
| FY 2022 | Franklin County Emergency Operations Center Franklin County Florida Board of Commissioners Department of Homeland Security · Emergency Operations Center · FL | $1,000,000 | |||
| FY 2022 | Liberty County EMS Facility Liberty County Department of Agriculture · Community Facilities · FL | $825,000 | |||
| FY 2022 | Jackson County School District Jackson County School District, Marianna, FL for facilities Department of Health and Human Services · Health Resources and Services Administration (HRSA) · FL | $85,000 |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables (Homeland Security's read by machine from a scan). Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.
How they've voted lately
Their last 150 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
May 13, 2026Sep 16, 2026
On the most-lobbied bills
How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.
H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,420 clients
H.R. 5376
Inflation Reduction Act of 2022
3,169 clients
H.R. 1319
American Rescue Plan Act of 2021
2,160 clients
H.R. 3684
Infrastructure Investment and Jobs Act
2,036 clients
H.R. 2617
Consolidated Appropriations Act, 2023
1,900 clients
H.R. 2471
Consolidated Appropriations Act, 2022
1,154 clients
H.R. 8800
National Defense Authorization Act for Fiscal Year 2027
966 clients
H.R. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
H.R. 7900
National Defense Authorization Act for Fiscal Year 2023
899 clients
H.R. 4521
United States Innovation and Competition Act of 2021
875 clients
H.R. 4350
National Defense Authorization Act for Fiscal Year 2022
856 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
H.R. 8070
Servicemember Quality of Life Improvement and National Defense Authori…
797 clients
H.R. 3838
Streamlining Procurement for Effective Execution and Delivery and Nati…
744 clients
H.R. 4366
Consolidated Appropriations Act, 2024
728 clients
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass | S. 2403 Retire through Ownership Act | not voting | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9497 Water Resources Development Act | not voting | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9340 Ratepayer Protection Act | not voting | Passed |
| Sep 16, 2026 | On Passage | H.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection A | not voting | Passed |
| Sep 16, 2026 | On Passage | H.R. 10326 PROOF Act | not voting | Passed |
| Sep 16, 2026 | On Passage | H.R. 9576 National Fraud Enforcement Division Act | not voting | Passed |
| Sep 16, 2026 | On Motion to Concur in the Senate Amendments | H.R. 5334 An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | not voting | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Con.Res. 93 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | not voting | Passed |
| Sep 15, 2026 | On Passage | H.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protectio | not voting | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9500 Tax Relief for Fraud Victims Act | not voting | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass | H.R. 2140 Diesel Emissions Reduction Act | not voting | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4646 Whistleblower Protection Act | not voting | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Act | not voting | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2978 GUARD Act | not voting | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | not voting | Passed |
| Sep 15, 2026 | On Ordering the Previous Question | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | not voting | Passed |
| Sep 15, 2026 | On Motion to Table | H.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanors | not voting | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3276 Local Communities & Bird Habitat Stewardship Act | not voting | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Act | not voting | Passed |
| Sep 3, 2026 | On Passage | H.R. 4795 Protect Economic and Academic Freedom Act | not voting | Passed |
| Sep 2, 2026 | On Passage | H.R. 1501 Protecting Domestic Mining Act | not voting | Passed |
| Sep 2, 2026 | On Motion to Suspend the Rules and Pass | H.J.Res. 1 Proposing an amendment to the Constitution of the United States to require that the Supreme Court of the United States be composed of nine j | not voting | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1498 In the matter of allegations relating to Representative Chuck Edwards | not voting | Passed |
| Sep 1, 2026 | On Passage | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | not voting | Passed |
| Sep 1, 2026 | On Motion to Recommit | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | not voting | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposes | not voting | Passed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | not voting | Passed |
| Sep 1, 2026 | On Ordering the Previous Question | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | not voting | Passed |
| Sep 1, 2026 | On Motion to Suspend the Rules and Concur in the Senate Amendments | H.R. 6500 AGOA Extension Act | not voting | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 32 Local Access to Courts Act | not voting | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 307 Prison Staff Safety Enhancement Act | not voting | Passed |
| Jul 23, 2026 | On Passage | H.R. 8884 Removing Barriers to Work for Disabled Americans Act | not voting | Passed |
| Jul 23, 2026 | On Agreeing to the Resolution | H.Con.Res. 89 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | not voting | Passed |
| Jul 22, 2026 | On Agreeing to the Resolution | H.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leve | yea | Passed |
| Jul 22, 2026 | On Passage | H.R. 7008 Stop Insider Trading Act | yea | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 7008 Stop Insider Trading Act | nay | Failed |
| Jul 22, 2026 | On Passage | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | yea | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Passage | H.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposes | yea | Passed |
| Jul 21, 2026 | On Passage | H.R. 6955 Main Street Act | yea | Passed |
| Jul 21, 2026 | On Motion to Recommit | H.R. 6955 Main Street Act | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Resolution | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | yea | Passed |
| Jul 21, 2026 | On Ordering the Previous Question | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | yea | Passed |
| Jul 21, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1118 Value Over Cost Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA Act | not voting | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4541 EARLY Act Reauthorization | not voting | Passed |
| Jul 16, 2026 | On Motion to Recommit | H.R. 9237 Take Care of America’s Veterans Act | nay | Failed |
| Jul 16, 2026 | On Motion to Suspend the Rules and Pass | H.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of Vetera | yea | Passed |
| Jul 15, 2026 | On Passage | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | yea | Passed |
| Jul 15, 2026 | On Motion to Recommit | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nayagainst party | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nayagainst party | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 14, 2026 | On Passage | H.R. 1181 Protecting Privacy in Purchases Act | yea | Passed |
| Jul 14, 2026 | On Motion to Recommit | H.R. 1181 Protecting Privacy in Purchases Act | nay | Failed |
| Jul 14, 2026 | On Passage | H.R. 139 Sunshine Protection Act | yea | Passed |
| Jul 14, 2026 | On Agreeing to the Resolution | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | yea | Passed |
| Jul 14, 2026 | On Ordering the Previous Question | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | yea | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8897 Improving Travel for American Families Act | yea | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass | H.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness Act | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassm | not voting | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Con.Res. 108 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Leban | not voting | Failed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | not voting | Failed |
| Jun 30, 2026 | On Ordering the Previous Question | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | not voting | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7128 TRIA Program Reauthorization Act | not voting | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7757 KIDS Act | not voting | Passed |
| Jun 25, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2478 Financial Exploitation Prevention Act | not voting | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 915 Small Business Technological Advancement Act | not voting | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass | H.R. 7401 Small Business Lending Fraud Prevention Act | not voting | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate Adt | H.R. 6644 Housing for the 21st Century Act | not voting | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Pass | S. 629 Emergency Conservation Program Improvement Act | not voting | Passed |
| Jun 11, 2026 | On Agreeing to the Resolution | H.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide frau | yea | Passed |
| Jun 11, 2026 | On Motion to Suspend the Rules and Pass | H.R. 9238 To amend the FISA Amendments Act of 2008 to extend the authorities of title VII of the Foreign Intelligence Surveillance Act of 1978, and fo | yea | Failed |
| Jun 10, 2026 | On Passage | H.R. 8464 Stopping Fraudulent Payments Act | yea | Passed |
| Jun 10, 2026 | On Motion to Recommit | H.R. 8464 Stopping Fraudulent Payments Act | nay | Failed |
| Jun 10, 2026 | On Passage | H.R. 8312 Fraud Prevention and Accountability Act | yea | Passed |
| Jun 10, 2026 | On Passage | H.R. 7892 No Aid for Ghost Students Act | yea | Passed |
| Jun 9, 2026 | On Passage | H.R. 5408 Faster Labor Contracts Act | not voting | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | nay | Passed |
| Jun 9, 2026 | On Passage | S. 2 Secure America Act | yea | Passed |
| Jun 9, 2026 | On Motion to Commit | S. 2 Secure America Act | nay | Failed |
| Jun 9, 2026 | On Motion to Discharge | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | not voting | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | not voting | Passed |
| Jun 9, 2026 | On Ordering the Previous Question | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | not voting | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8428 Federal Fraud Prevention Workforce Training Act | not voting | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8466 TRUE Accountability Act | not voting | Passed |
| Jun 4, 2026 | On Passage | H.R. 2913 Ukraine Support Act | nay | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | nay | Passed |
| Jun 4, 2026 | On Passage | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | yea | Passed |
| Jun 4, 2026 | On Motion to Recommit | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | nay | Failed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | yea | Passed |
| Jun 4, 2026 | On Ordering the Previous Question | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | yea | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon | nay | Failed |
| Jun 3, 2026 | On Motion to Discharge | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | nay | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Con.Res. 86 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | nay | Passed |
| Jun 3, 2026 | On Passage | H.R. 7726 No Funds for Repeat Child Care Violations Act | yea | Passed |
| Jun 3, 2026 | On Motion to Recommit | H.R. 7726 No Funds for Repeat Child Care Violations Act | nay | Failed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization Act | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | yea | Passed |
| Jun 3, 2026 | On Ordering the Previous Question | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | yea | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass | S. 254 ARTIST Act | yea | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7618 American Battlefield Protection Program Amendments Act | yea | Passed |
| May 21, 2026 | On Passage | H.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act | yea | Passed |
| May 21, 2026 | On Passage | H.R. 1041 Veterans 2nd Amendment Protection Act | yea | Passed |
| May 21, 2026 | On Motion to Recommit | H.R. 1041 Veterans 2nd Amendment Protection Act | nay | Failed |
| May 21, 2026 | On Passage | H.R. 1329 Smithsonian American Women’s History Museum Act | yea | Failed |
| May 21, 2026 | On Motion to Recommit | H.R. 1329 Smithsonian American Women’s History Museum Act | nay | Failed |
| May 20, 2026 | On Agreeing to the Resolution | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | yea | Passed |
| May 20, 2026 | On Ordering the Previous Question | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | yea | Passed |
| May 20, 2026 | On Passage | H.R. 2616 PROTECT Kids Act | yea | Passed |
| May 20, 2026 | On Motion to Recommit | H.R. 2616 PROTECT Kids Act | nay | Failed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1993 25th Anniversary of 9/11 Commemorative Coin Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 1003 Lulu’s Law | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 5317 Community Bank Deposit Access Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4544 American Access to Banking Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3234 Keeping Deposits Local Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendment | yea | Passed |
| May 15, 2026 | On Passage | H.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending Septemb | yea | Passed |
| May 15, 2026 | On Agreeing to the Amendment | H.R. 8469 | nay | Failed |
| May 14, 2026 | On Passage | H.R. 8365 Monitor Accountability Act | not voting | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 8365 Monitor Accountability Act | not voting | Failed |
| May 14, 2026 | On Passage | H.R. 5625 Cashless Bail Reporting Act | not voting | Passed |
| May 14, 2026 | On Agreeing to the Resolution | H.Con.Res. 75 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities ag | not voting | Failed |
| May 14, 2026 | On Passage | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | not voting | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | not voting | Failed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor | not voting | Passed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-Ame | not voting | Passed |
| May 13, 2026 | On Agreeing to the Resolution | H.Con.Res. 96 Expressing support for law enforcement officers | not voting | Passed |
What they sponsor bills about
119th Congress: 28 sponsored, 0 became law · 118th Congress: 21 sponsored, 0 became law · 117th Congress: 12 sponsored, 0 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 10549 Patients Choice in Specialty Pharmacy Act | Sep 24, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 9847 Improving CARE for Youth Act | Jul 22, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 8890 Enhancing CLIA Act of 2026 | May 19, 2026 Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a pe |
| H.R. 8500 Timely Access to Coverage Decisions Act of 2026 | Apr 27, 2026 Referred to the Committee on Ways and Means, and in addition to the Committee on Energy and Commerce, for a pe |
| H.R. 8032 FAIC Act | Mar 20, 2026 Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a pe |
| H.R. 7386 First Responder Network Authority Reauthorization Act of 2026 | Apr 21, 2026 Received in the Senate and Read twice and referred to the Committee on Commerce, Science, and Transportation. |
| H.R. 7175 Frank Siller Congressional Gold Medal Act | Jan 21, 2026 Referred to the House Committee on Financial Services. |
| H.R. 6994 Mental Health TALK SAFE Act of 2026 | Jan 9, 2026 Referred to the Committee on Energy and Commerce, and in addition to the Committee on the Judiciary, for a per |
| H.Res. 959 Expressing the sense of the House of Representatives that illicit fentanyl-related substances are a weapon of mass destr | Dec 18, 2025 Referred to the Committee on Energy and Commerce, and in addition to the Committee on the Judiciary, for a per |
| H.R. 6257 SMK Act of 2025 | Dec 11, 2025 Forwarded by Subcommittee to Full Committee by Voice Vote. |
| H.R. 5178 Sickle Cell Disease Comprehensive Care Act | Sep 8, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 4030 Treatment Continuity Act of 2025 | Jun 17, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 3960 Connecting Communities Post Disasters Act of 2025 | Jun 12, 2025 Referred to the Committee on Energy and Commerce, and in addition to the Committee on Natural Resources, for a |
| H.R. 3855 To amend title 38, United States Code, to prohibit smoking on the premises of any facility of the Veterans Health Admini | Jun 23, 2025 Referred to the Subcommittee on Health. |
| H.R. 3759 Streamlined FEMA Cost Exemption Act | Jun 6, 2025 Referred to the Subcommittee on Economic Development, Public Buildings, and Emergency Management. |
| H.R. 3277 Ensuring Lasting Smiles Act | May 8, 2025 Referred to the Committee on Energy and Commerce, and in addition to the Committees on Education and Workforce |
| H.R. 3142 Secure U.S. Leadership in Space Act of 2025 | May 1, 2025 Referred to the House Committee on Ways and Means. |
| H.R. 2836 FEMA Loan Interest Payment Relief Act | Apr 10, 2025 Referred to the Subcommittee on Economic Development, Public Buildings, and Emergency Management. |
| H.R. 2677 10th Amendment Restoration Act of 2025 | Apr 7, 2025 Referred to the Committee on Oversight and Government Reform, and in addition to the Committee on Rules, for a |
| H.R. 2114 Block Organ Transplant Purchases from China Act of 2025 | Mar 14, 2025 Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a pe |
| H.R. 2115 Ending China’s Unfair Advantage Act of 2025 | Mar 14, 2025 Referred to the Committee on Foreign Affairs, and in addition to the Committee on Energy and Commerce, for a p |
| H.R. 1843 To amend the Federal Food, Drug, and Cosmetic Act to increase transparency in generic drug applications. | Mar 5, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 1566 REPAIR Act | Feb 10, 2026 Forwarded by Subcommittee to Full Committee by Voice Vote. |
| H.R. 1300 PSA Screening for HIM Act | Feb 13, 2025 Referred to the House Committee on Energy and Commerce. |
| H.J.Res. 38 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Env | Feb 7, 2025 Referred to the House Committee on Energy and Commerce. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 28 | 0 | 199 |
| 118th | 21 | 0 | 370 |
| 117th | 12 | 0 | 221 |
From their payroll to lobbying
People Dunn's office paid, by the House's Statement of Disbursements, who later filed lobbying reports (LD-2), lobbying from after the office last paid them: matched by name only where one person on the whole House payroll and one registered lobbyist have it. "Confirmed": their lobbying reports list a job with Dunn themselves.
EMILY HADDEN
Legislative Assistant, last paid Q2 2021 · SOUTH CAROLINA FARM BUREAU FEDERATION
1 client
ERIC BABCHIN
Paid Intern - House Program, last paid Q1 2025 · THE JEWISH FEDERATIONS OF NORTH AMERICA
1 client
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| EMILY HADDEN | Legislative Assistant | Q2 2021 | SOUTH CAROLINA FARM BUREAU FEDERATION | 1 | 2024 | no |
| ERIC BABCHIN | Paid Intern - House Program | Q1 2025 | THE JEWISH FEDERATIONS OF NORTH AMERICA | 1 | 2025–2026 | no |
Subcommittees
Holdings and trades
$4.2M – $9.3Mnet worth, 2025 report
1,090trades on their reports
2 of 57trades reported after 45 days
30 daystypical time to report a trade
0reports filed on paper
5filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
Invesco QQQ Trust, Series 1
Mutual Funds · Self
$500K+
Apple Inc. - Common Stock
Corporate Securities · Self
$250K+
iShares Core S&P 500 ETF
Mutual Funds · Self
$250K+
iShares U.S. Aerospace & Defense ETF
Mutual Funds · Self
$250K+
T. Rowe Price Capital Appreciation Fund
Mutual Funds · Self
$250K+
Vanguard High Dividend Yield ETF
Mutual Funds · Self
$250K+
Invesco QQQ Trust, Series 1
Mutual Funds · Self
$250K+
Cadence Checking Account
Bank Deposit · Self
$100K+
Alerian MLP ETF
Mutual Funds · Self
$100K+
iShares Biotechnology ETF
Mutual Funds · Self
$100K+
iShares Russell 2000 Index Fund
Mutual Funds · Self
$100K+
Invesco QQQ Trust, Series 1
Mutual Funds · Self
$100K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Invesco QQQ Trust, Series 1 | Mutual Funds | Self | $500K – $1.0M | Tax-Deferred: — |
| Apple Inc. - Common Stock | Corporate Securities | Self | $250K – $500K | Tax-Deferred: — |
| iShares Core S&P 500 ETF | Mutual Funds | Self | $250K – $500K | Tax-Deferred: — |
| iShares U.S. Aerospace & Defense ETF | Mutual Funds | Self | $250K – $500K | Tax-Deferred: — |
| T. Rowe Price Capital Appreciation Fund | Mutual Funds | Self | $250K – $500K | Tax-Deferred: — |
| Vanguard High Dividend Yield ETF | Mutual Funds | Self | $250K – $500K | Tax-Deferred: — |
| Invesco QQQ Trust, Series 1 | Mutual Funds | Self | $250K – $500K | Dividends: $201 – $1,000 |
| Cadence Checking Account | Bank Deposit | Self | $100K – $250K | Interest: $201 – $1,000 |
| Alerian MLP ETF | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| iShares Biotechnology ETF | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| iShares Russell 2000 Index Fund | Mutual Funds | Self | $100K – $250K | Tax-Deferred: — |
| Invesco QQQ Trust, Series 1 | Mutual Funds | Self | $100K – $250K | Dividends: $201 – $1,000 |
| iShares Core S&P 500 ETF | Mutual Funds | Self | $100K – $250K | Capital Gains, Dividends: $201 – $1,000 |
| iShares Russell 2000 Index Fund | Mutual Funds | Self | $100K – $250K | Dividends: $201 – $1,000 |
| Vanguard Value ETF | Mutual Funds | Self | $100K – $250K | Dividends: $1,001 – $2,500 |
| Cadence Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock | Other | Self | $50K – $100K | Tax-Deferred: — |
| Capital One Fin. Corp. 5.00% Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I | Other | Self | $50K – $100K | Tax-Deferred: — |
| Flaherty & Crumrine Dynamic PF | Other | Self | $50K – $100K | Tax-Deferred: — |
| Johnson & Johnson Common Stock | Corporate Securities | Self | $50K – $100K | Tax-Deferred: — |
| JPMorgan Chase & Co 4.75% Depositary Shares Non- Cumulative Preferred Stock, Series GG | Other | Self | $50K – $100K | Tax-Deferred: — |
| KeyCorp 5.65% Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F | Other | Self | $50K – $100K | Tax-Deferred: — |
| Regions Financial Corp. 4.45% Depositary Shares Series E Non- Cumulative Preferred Stock | Other | Self | $50K – $100K | Tax-Deferred: — |
| US Bancorp Non-Cumulative Perpetual Preferred Stock, Series K | Other | Self | $50K – $100K | Tax-Deferred: — |
| Vanguard Value ETF | Mutual Funds | Self | $50K – $100K | Tax-Deferred: — |
| Wells Fargo & Company 5.625% Non-Cumulative Perpetual Class A Preferred Stock, Series Y | Other | Self | $50K – $100K | Tax-Deferred: — |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
Invesco QQQ Trust, Series 1
2021–2025 · $1.7M – $4.1M
40 trades
Vanguard Value ETF (VTV)
2023–2025 · $1.1M – $2.9M
32 trades
iShares Core S&P 500 ETF (IVV)
2021–2025 · $983K – $2.5M
31 trades
Vanguard High Dividend Yield ETF (VYM)
2021–2025 · $733K – $2.1M
29 trades
iShares Core MSCI EAFE ETF (IEFA)
2023–2024 · $394K – $1.1M
23 trades
Vanguard Growth ETF (VUG)
2023–2024 · $874K – $2.1M
22 trades
SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)
2023–2025 · $1.8M – $4.0M
21 trades
iShares 20+ Year Treasury Bond ETF (TLT)
2023–2024 · $132K – $580K
20 trades
iShares Russell 2000 ETF (IWM)
2023–2025 · $222K – $755K
19 trades
iShares Preferred and Income Securities ETF (PFF)
2024–2025 · $482K – $1.3M
18 trades
Their latest 300 of 1,090 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2026-05-11 | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a via IRA #3 | Sale (Full) | Self | $50K – $100K | 43 |
| 2026-05-11 | JP Morgan Chase & Co Depositary Shares Preferred Series GG via IRA #3 | Sale (Full) | Self | $50K – $100K | 43 |
| 2026-05-11 | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% P via IRA #3 | Sale (Full) | Self | $15K – $50K | 43 |
| 2026-02-02 | Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock (HBANZ) [OT] Neal via IRA #3 | Exchange | Self | $1,001 – $15K | 43 |
| 2026-02-02 | Cadence Bank 5.50% Series A (CADE$A) via IRA #3 | Exchange | Self | $1,001 – $15K | 43 |
| 2025-12-18 | T. Rowe Price Capital Appreciation Fund via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2025-11-18 | iShares S&P 500 Value ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-11-18 | iShares MSCI EAFE Growth ETF via IRA #1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-11-18 | iShares MSCI EAFE Value ETF via IRA #1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-11-18 | iShares MSCI USA Momentum Factor ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-11-18 | iShares MSCI USA Quality Factor ETF via IRA #1 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-11-18 | iShares Core Universal USD Bond ETF via IRA #1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-11-18 | iShares Core MSCI Emerging Markets ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-16 | iShares U.S. Technology ETF via IRA #1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-09-16 | iShares S&P 100 Fund via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-16 | iShares MSCI EAFE Growth ETF via IRA #1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-09-16 | iShares MSCI EAFE Value ETF via IRA #1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-09-16 | iShares U.S. Aerospace & Defense ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-16 | iShares 10-20 Year Treasury Bond ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-16 | iShares MSCI USA Quality Factor ETF via IRA #1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-09-16 | iShares Core Total USD Bond Market ETF via IRA #1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2025-09-16 | iShares Core MSCI Emerging Markets ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-16 | iShares A.I. Innovation and Tech Active ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-16 | iShares U.S. Equity Factor Rotation Active ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-16 | iShares Gold Trust Shares via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-05 | iShares Bitcoin Trust ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-04 | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share o via IRA #2 | Sale (Partial) | Self | $1,001 – $15K | 27 |
| 2025-09-04 | iShares Core S&P 500 ETF via IRA #2 | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-04 | iShares S&P 500 Growth ETF via IRA #2 | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-04 | iShares S&P 500 Value ETF via IRA #2 | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-04 | iShares MSCI EAFE Value ETF via IRA #2 | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-04 | iShares U.S. Aerospace & Defense ETF via IRA #2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-04 | iShares MSCI USA Quality Factor ETF via IRA #2 | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-04 | JPMorgan Chase & Co 4.75% Depositary Shares Non- Cumulative Preferred Stock, Series GG via IRA #2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-09-04 | iShares U.S. Equity Factor Rotation Active ETF via IRA #2 | Purchase | Self | $1,001 – $15K | annual |
| 2025-09-02 | iShares MBS ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-02 | iShares Preferred and Income Securities ETF via IRA #1 | Sale (Full) | Spouse | $50K – $100K | annual |
| 2025-09-02 | Vanguard Value ETF via IRA #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-09-02 | iShares Biotechnology ETF via IRA #1 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-09-02 | iShares Core S&P 500 ETF via IRA #1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2025-09-02 | iShares U.S. Technology ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-02 | iShares S&P 100 Fund via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-02 | iShares S&P 500 Growth ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-02 | iShares S&P 500 Value ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-02 | iShares Russell 2000 Index Fund via IRA #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-09-02 | iShares MSCI EAFE Growth ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-02 | iShares MSCI EAFE Value ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-02 | Invesco QQQ Trust, Series 1 via IRA #1 | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2025-09-02 | iShares MSCI USA Momentum Factor ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-02 | Vanguard High Dividend Yield ETF via IRA #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2025-09-02 | iShares 10-20 Year Treasury Bond ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-02 | iShares MSCI USA Quality Factor ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-02 | iShares Core Total USD Bond Market ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-02 | iShares Core MSCI Emerging Markets ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-02 | iShares International Aggregate Bond Fund via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-02 | iShares A.I. Innovation and Tech Active ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-02 | iShares U.S. Equity Factor Rotation Active ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2025-09-02 | iShares Gold Trust Shares via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-09-02 | iShares U.S. Thematic Rotation Active ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2025-08-27 | iShares Bitcoin Trust ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2025-08-26 | Invesco QQQ Trust, Series 1 via IRA #1 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2025-07-15 | Invesco Preferred ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-07-15 | iShares Preferred and Income Securities ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2025-06-24 | Vanguard High Dividend Yield ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2025-06-12 | iShares Preferred and Income Securities ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-06-12 | Invesco Preferred ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2025-06-02 | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in via IRA #3 | Purchase | Self | $1,001 – $15K | 72 |
| 2025-05-19 | Alerian MLP ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-08 | VanEck IG Floating Rate ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-08 | Vanguard International High Dividend Yield ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-08 | iShares Preferred and Income Securities ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-08 | iShares Biotechnology ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-05-08 | iShares Russell 2000 Index Fund via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-08 | iShares Core S&P 500 ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2025-05-08 | Invesco QQQ Trust, Series 1 via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-08 | Vanguard Value ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-08 | VanEck IG Floating Rate ETF via NP Dunn Tst Cadence Pldg | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-08 | Vanguard International High Dividend Yield ETF via NP Dunn Tst Cadence Pldg | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-08 | iShares Preferred and Income Securities ETF via NP Dunn Tst Cadence Pldg | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-05-08 | iShares Biotechnology ETF via NP Dunn Tst Cadence Pldg | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-05-08 | iShares Russell 2000 Index Fund via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2025-05-08 | Vanguard Value ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2025-04-30 | Invesco QQQ Trust, Series 1 via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2025-04-15 | Schwab U.S. Small-Cap ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-04-15 | Invesco Preferred ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-04-15 | Fidelity Nasdaq Composite Index ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $15K – $50K | annual |
| 2025-04-15 | iShares Russell 2000 Index Fund via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2025-04-15 | Invesco QQQ Trust, Series 1 via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2025-04-15 | iShares Preferred and Income Securities ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2025-03-25 | Vanguard High Dividend Yield ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2025-03-13 | iShares Russell 2000 Index Fund via NP Dunn TLF Pledge | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-03-13 | Invesco QQQ Trust, Series 1 via NP Dunn TLF Pledge | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-03-13 | iShares Preferred and Income Securities ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $15K – $50K | annual |
| 2025-03-13 | Schwab U.S. Small-Cap ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2025-03-13 | Invesco Preferred ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2025-03-13 | Fidelity Nasdaq Composite Index ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2025-03-03 | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in via IRA #3 | Purchase | Self | $1,001 – $15K | 31 |
| 2025-02-18 | Alerian MLP ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-13 | iShares Core S&P 500 ETF via NP Dunn Tst Cadence Pldg | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-13 | Invesco QQQ Trust, Series 1 via NP Dunn Tst Cadence Pldg | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-13 | iShares Preferred and Income Securities ETF via NP Dunn Tst Cadence Pldg | Sale (Partial) | Self | $50K – $100K | annual |
| 2025-02-13 | Vanguard High Dividend Yield ETF via NP Dunn Tst Cadence Pldg | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-13 | VanEck IG Floating Rate ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $50K – $100K | annual |
| 2025-02-13 | iShares Russell 2000 Index Fund via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-13 | Invesco QQQ Trust, Series 1 via NP Dunn TLF Pledge | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-13 | iShares Preferred and Income Securities ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $50K – $100K | annual |
| 2025-02-13 | VanEck IG Floating Rate ETF via NP Dunn TLF Pledge | Purchase | Self | $50K – $100K | annual |
| 2025-02-13 | iShares Russell 2000 Index Fund via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-13 | iShares Biotechnology ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2025-02-03 | iShares Biotechnology ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2025-01-06 | State Street SPDR Bloomberg 1-3 Month T-Bill ETF via IRA #3 | Sale (Full) | Self | $250K – $500K | annual |
| 2025-01-06 | iShares Russell 2000 Index Fund via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2025-01-06 | iShares Core S&P 500 ETF via IRA #3 | Purchase | Self | $250K – $500K | annual |
| 2025-01-06 | Invesco QQQ Trust, Series 1 via IRA #3 | Purchase | Self | $50K – $100K | annual |
| 2025-01-06 | Alerian MLP ETF via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2024-12-31 | Invesco QQQ Trust, Series 1 via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-24 | MicroStrategy Incorporated - Class A Common Stock via IRA #1 | Purchase | Spouse | $15K – $50K | 76 |
| 2024-12-24 | Vanguard International High Dividend Yield ETF via IRA #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-12-24 | SPDR Bloomberg 1-3 Month T-Bill ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-24 | Vanguard High Dividend Yield ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-20 | T. Rowe Price Capital Appreciation Fund via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2024-12-05 | SPDR Bloomberg 1-3 Month T-Bill ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-18 | Alerian MLP ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-07 | Vanguard Value ETF via NP Dunn Tst Cadence Pldg | Sale (Partial) | Self | $50K – $100K | annual |
| 2024-11-07 | iShares U.S. Treasury Bond ETF via NP Dunn Tst Cadence Pldg | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-11-07 | iShares Preferred and Income Securities ETF via NP Dunn Tst Cadence Pldg | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-07 | Vanguard Mortgage-Backed Securities ETF via NP Dunn Tst Cadence Pldg | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-11-07 | iShares Broad USD Investment Grade Corporate Bond ETF via NP Dunn Tst Cadence Pldg | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-11-07 | Vanguard Total International Bond ETF via NP Dunn Tst Cadence Pldg | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-11-07 | iShares Core S&P 500 ETF via NP Dunn Tst Cadence Pldg | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-07 | Vanguard International High Dividend Yield ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-07 | iShares Biotechnology ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-07 | iShares Russell 2000 ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $15K – $50K | annual |
| 2024-11-07 | Invesco QQQ Trust, Series 1 via NP Dunn Tst Cadence Pldg | Purchase | Self | $15K – $50K | annual |
| 2024-11-07 | Vanguard High Dividend Yield ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $15K – $50K | annual |
| 2024-11-06 | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series via IRA #3 | Purchase | Self | $1,001 – $15K | 40 |
| 2024-11-06 | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a via IRA #3 | Purchase | Self | $1,001 – $15K | 40 |
| 2024-11-06 | JP Morgan Chase & Co Depositary Shares Preferred Series GG via IRA #3 | Purchase | Self | $1,001 – $15K | 40 |
| 2024-11-06 | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in via IRA #3 | Purchase | Self | $1,001 – $15K | 40 |
| 2024-11-06 | Cadence Bank 5.50% Series A (CADE$A) via IRA #3 | Purchase | Self | $1,001 – $15K | 40 |
| 2024-11-06 | Vanguard Value ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-11-06 | Vanguard Value ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-11-06 | iShares U.S. Treasury Bond ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-11-06 | Vanguard Mortgage-Backed Securities ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-11-06 | iShares Broad USD Investment Grade Corporate Bond ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-11-06 | iShares Preferred and Income Securities ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-06 | Vanguard Total International Bond ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-11-06 | iShares Core S&P 500 ETF via NP Dunn TLF Pledge | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-11-06 | iShares Biotechnology ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-06 | Vanguard International High Dividend Yield ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-06 | Invesco QQQ Trust, Series 1 via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2024-11-06 | iShares Russell 2000 ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2024-11-06 | Vanguard High Dividend Yield ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2024-11-06 | Vanguard Value ETF via IRA #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-11-06 | iShares U.S. Treasury Bond ETF via IRA #1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-11-06 | Vanguard Mortgage-Backed Securities ETF via IRA #1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-11-06 | iShares Broad USD Investment Grade Corporate Bond ETF via IRA #1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-11-06 | Vanguard Total International Bond ETF via IRA #1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-11-06 | iShares Preferred and Income Securities ETF via IRA #1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-11-06 | Vanguard International High Dividend Yield ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-11-06 | Invesco QQQ Trust, Series 1 via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2024-11-06 | iShares Russell 2000 ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2024-11-06 | Vanguard High Dividend Yield ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2024-11-06 | SPDR Bloomberg 1-3 Month T-Bill ETF via IRA #3 | Sale (Partial) | Self | $250K – $500K | annual |
| 2024-11-06 | Flaherty & Crumrine Dynamic Preferred and Income Fund via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2024-11-06 | Vanguard High Dividend Yield ETF via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2024-11-06 | Vanguard Value ETF via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2024-11-06 | T. Rowe Price Capital Appreciation Fund via IRA #3 | Purchase | Self | $50K – $100K | annual |
| 2024-11-06 | iShares Russell 2000 ETF via IRA #3 | Purchase | Self | $50K – $100K | annual |
| 2024-11-06 | Invesco QQQ Trust, Series 1 via IRA #3 | Purchase | Self | $100K – $250K | annual |
| 2024-11-06 | SPDR Bloomberg 1-3 Month T-Bill ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2024-10-04 | SPDR Bloomberg 1-3 Month T-Bill ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-27 | US Bancorp Preferred Series K via IRA #3 | Purchase | Self | $1,001 – $15K | 41 |
| 2024-09-27 | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a via IRA #3 | Purchase | Self | $1,001 – $15K | 41 |
| 2024-09-27 | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a via IRA #3 | Purchase | Self | $1,001 – $15K | 41 |
| 2024-09-27 | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixe via IRA #3 | Purchase | Self | $1,001 – $15K | 41 |
| 2024-09-27 | JP Morgan Chase & Co Depositary Shares Preferred Series GG via IRA #3 | Purchase | Self | $1,001 – $15K | 41 |
| 2024-09-27 | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in via IRA #3 | Purchase | Self | $1,001 – $15K | 41 |
| 2024-09-27 | Cadence Bank 5.50% Series A (CADE$A) via IRA #3 | Purchase | Self | $1,001 – $15K | 41 |
| 2024-09-27 | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% P via IRA #3 | Purchase | Self | $1,001 – $15K | 41 |
| 2024-09-27 | iShares Biotechnology ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-27 | Flaherty & Crumrine Dynamic Preferred and Income Fund via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2024-09-27 | Alerian MLP ETF via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2024-09-27 | Invesco QQQ Trust, Series 1 via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2024-09-27 | T. Rowe Price Capital Appreciation Fund via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2024-09-27 | iShares U.S. Aerospace & Defense ETF via IRA #3 | Purchase | Self | $50K – $100K | annual |
| 2024-09-24 | Vanguard High Dividend Yield ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-12 | Vanguard High Dividend Yield ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-12 | iShares Biotechnology ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-12 | Vanguard International High Dividend Yield ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-12 | iShares Russell 2000 ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-12 | iShares Core S&P 500 ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-12 | Invesco QQQ Trust, Series 1 via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-12 | iShares Preferred and Income Securities ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-11 | Vanguard Growth ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $100K – $250K | annual |
| 2024-09-11 | iShares Core MSCI EAFE ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $15K – $50K | annual |
| 2024-09-11 | Invesco National AMT-Free Municipal Bond ETFo via NP Dunn TLF Pledge | Sale (Full) | Self | $15K – $50K | annual |
| 2024-09-11 | VanEck ETF Trust VanEck Intermediate Muni ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $15K – $50K | annual |
| 2024-09-11 | iShares Short-Term National Muni Bond ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $15K – $50K | annual |
| 2024-09-11 | SPDR Nuveen ICE Short Term Municipal Bond ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $15K – $50K | annual |
| 2024-09-11 | iShares Core MSCI Emerging Markets ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $15K – $50K | annual |
| 2024-09-11 | VanEck ETF Trust VanEck High Yield Muni ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-09-11 | Vanguard Small-Cap Growth ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-09-11 | Vanguard Small-Cap Value ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-09-11 | iShares 20+ Year Treasury Bond ETF via NP Dunn TLF Pledge | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-09-11 | iShares Broad USD Investment Grade Corporate Bond ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-11 | Vanguard Mortgage-Backed Securities ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-11 | Vanguard Value ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-11 | iShares U.S. Treasury Bond ETF via NP Dunn TLF Pledge | Purchase | Self | $1,001 – $15K | annual |
| 2024-09-11 | Vanguard International High Dividend Yield ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2024-09-11 | Vanguard High Dividend Yield ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2024-09-11 | iShares Biotechnology ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2024-09-11 | iShares Russell 2000 ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2024-09-11 | iShares Core S&P 500 ETF via NP Dunn TLF Pledge | Purchase | Self | $15K – $50K | annual |
| 2024-09-11 | Invesco QQQ Trust, Series 1 via NP Dunn TLF Pledge | Purchase | Self | $100K – $250K | annual |
| 2024-09-11 | iShares Preferred and Income Securities ETF via NP Dunn TLF Pledge | Purchase | Self | $100K – $250K | annual |
| 2024-09-11 | SPDR Bloomberg 1-3 Month T-Bill ETF via IRA #1 | Sale (Full) | Spouse | $50K – $100K | annual |
| 2024-09-11 | iShares Core MSCI EAFE ETF via IRA #1 | Sale (Full) | Spouse | $50K – $100K | annual |
| 2024-09-11 | Schwab Short-Term U.S. Treasury ETF via IRA #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-09-11 | Vanguard Intermediate-Term Corporate Bond ETF via IRA #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-09-11 | Vanguard Short-Term Corporate Bond ETF via IRA #1 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2024-09-11 | iShares U.S. Aerospace & Defense ETF via IRA #1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-09-11 | iShares iBoxx $ Investment Grade Corporate Bond ETF via IRA #1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-09-11 | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share o via IRA #1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-09-11 | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share via IRA #1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-09-11 | Vanguard Total International Bond ETF via IRA #1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-09-11 | iShares TIPS Bond ETF via IRA #1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-09-11 | Invesco Preferred ETF via IRA #1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-09-11 | iShares Broad USD Investment Grade Corporate Bond ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-11 | Vanguard Mortgage-Backed Securities ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-11 | iShares U.S. Treasury Bond ETF via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-09-11 | Vanguard International High Dividend Yield ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2024-09-11 | Vanguard High Dividend Yield ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2024-09-11 | iShares Biotechnology ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2024-09-11 | iShares Russell 2000 ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2024-09-11 | iShares Core S&P 500 ETF via IRA #1 | Purchase | Spouse | $15K – $50K | annual |
| 2024-09-11 | Invesco QQQ Trust, Series 1 via IRA #1 | Purchase | Spouse | $50K – $100K | annual |
| 2024-09-11 | Vanguard Value ETF via IRA #1 | Purchase | Spouse | $50K – $100K | annual |
| 2024-09-11 | iShares Preferred and Income Securities ETF via IRA #1 | Purchase | Spouse | $50K – $100K | annual |
| 2024-09-06 | SPDR Bloomberg 1-3 Month T-Bill ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-16 | iShares Broad USD Investment Grade Corporate Bond ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-16 | Vanguard Mortgage-Backed Securities ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-16 | iShares U.S. Treasury Bond ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-16 | Vanguard High Dividend Yield ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-16 | Vanguard International High Dividend Yield ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-16 | iShares Biotechnology ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-16 | iShares Russell 2000 ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-16 | iShares Core S&P 500 ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $15K – $50K | annual |
| 2024-08-16 | Invesco QQQ Trust, Series 1 via NP Dunn Tst Cadence Pldg | Purchase | Self | $15K – $50K | annual |
| 2024-08-16 | Vanguard Value ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $15K – $50K | annual |
| 2024-08-16 | iShares Preferred and Income Securities ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $15K – $50K | annual |
| 2024-08-15 | SPDR Bloomberg 1-3 Month T-Bill ETF via NP Dunn Tst Cadence Pldg | Sale (Full) | Self | $100K – $250K | annual |
| 2024-08-15 | Invesco National AMT-Free Municipal Bond ETFo via NP Dunn Tst Cadence Pldg | Sale (Full) | Self | $50K – $100K | annual |
| 2024-08-15 | VanEck ETF Trust VanEck Intermediate Muni ETF via NP Dunn Tst Cadence Pldg | Sale (Full) | Self | $50K – $100K | annual |
| 2024-08-15 | iShares Short-Term National Muni Bond ETF via NP Dunn Tst Cadence Pldg | Sale (Full) | Self | $50K – $100K | annual |
| 2024-08-15 | SPDR Nuveen ICE Short Term Municipal Bond ETF via NP Dunn Tst Cadence Pldg | Sale (Full) | Self | $50K – $100K | annual |
| 2024-08-15 | iShares U.S. Aerospace & Defense ETF via NP Dunn Tst Cadence Pldg | Sale (Full) | Self | $15K – $50K | annual |
| 2024-08-15 | VanEck ETF Trust VanEck High Yield Muni ETF via NP Dunn Tst Cadence Pldg | Sale (Full) | Self | $15K – $50K | annual |
| 2024-08-15 | SPDR Select Sector Fund - Energy Select Sector via NP Dunn Tst Cadence Pldg | Sale (Full) | Self | $15K – $50K | annual |
| 2024-08-15 | iShares 20+ Year Treasury Bond ETF via NP Dunn Tst Cadence Pldg | Sale (Full) | Self | $15K – $50K | annual |
| 2024-08-15 | Vanguard Total International Bond ETF via NP Dunn Tst Cadence Pldg | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-08-15 | iShares Broad USD Investment Grade Corporate Bond ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-15 | Vanguard Mortgage-Backed Securities ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-15 | iShares U.S. Treasury Bond ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-15 | Vanguard International High Dividend Yield ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $15K – $50K | annual |
| 2024-08-15 | iShares Biotechnology ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $15K – $50K | annual |
| 2024-08-15 | Vanguard High Dividend Yield ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $15K – $50K | annual |
| 2024-08-15 | iShares Russell 2000 ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $15K – $50K | annual |
| 2024-08-15 | iShares Core S&P 500 ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $50K – $100K | annual |
| 2024-08-15 | Invesco QQQ Trust, Series 1 via NP Dunn Tst Cadence Pldg | Purchase | Self | $100K – $250K | annual |
| 2024-08-15 | Vanguard Value ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $100K – $250K | annual |
| 2024-08-15 | iShares Preferred and Income Securities ETF via NP Dunn Tst Cadence Pldg | Purchase | Self | $100K – $250K | annual |
| 2024-08-14 | Alerian MLP ETF via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2024-08-14 | iShares U.S. Aerospace & Defense ETF via IRA #3 | Purchase | Self | $50K – $100K | annual |
| 2024-08-14 | Invesco QQQ Trust, Series 1 via IRA #3 | Purchase | Self | $50K – $100K | annual |
| 2024-08-14 | iShares Biotechnology ETF via IRA #3 | Purchase | Self | $50K – $100K | annual |
| 2024-08-12 | iShares U.S. Aerospace & Defense ETF via IRA #2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-22 | iShares Preferred and Income Securities ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-22 | iShares U.S. Aerospace & Defense ETF via IRA #3 | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-22 | Vanguard Value ETF via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2024-07-22 | iShares Biotechnology ETF via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2024-07-22 | Alerian MLP ETF via IRA #3 | Purchase | Self | $15K – $50K | annual |
| 2024-05-09 | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share o via IRA #1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-05-09 | iShares 20+ Year Treasury Bond ETF via IRA #1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-04-24 | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share via IRA #2 | Sale (Full) | Self | $1,001 – $15K | 28 |
| 2024-04-24 | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share o via IRA #2 | Sale (Full) | Self | $1,001 – $15K | 28 |
| 2024-04-24 | Schwab Short-Term U.S. Treasury ETF via IRA #2 | Sale (Full) | Self | $15K – $50K | annual |
| 2024-04-24 | SPDR Select Sector Fund - Energy Select Sector via IRA #2 | Sale (Full) | Self | $15K – $50K | annual |
| 2024-04-24 | SPDR Bloomberg 1-3 Month T-Bill ETF via IRA #2 | Sale (Full) | Self | $15K – $50K | annual |
| 2024-04-24 | Vanguard Total International Bond ETF via IRA #2 | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-04-24 | iShares U.S. Aerospace & Defense ETF via IRA #2 | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-04-24 | Vanguard Short-Term Corporate Bond ETF via IRA #2 | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-04-24 | Invesco Preferred ETF via IRA #2 | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-04-17 | Vanguard Intermediate-Term Corporate Bond ETF via IRA #2 | Sale (Full) | Self | $15K – $50K | annual |
| 2024-04-15 | iShares MBS ETF via IRA #2 | Sale (Full) | Self | $15K – $50K | annual |
| 2024-04-15 | iShares iBoxx $ Investment Grade Corporate Bond ETF via IRA #2 | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-04-05 | SPDR Select Sector Fund - Energy Select Sector via IRA #1 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2024-04-05 | SPDR Select Sector Fund - Energy Select Sector via IRA #3 | Sale (Full) | Self | $100K – $250K | annual |
| 2024-03-13 | SPDR Bloomberg 1-3 Month T-Bill ETF via IRA #3 | Sale (Full) | Self | $50K – $100K | annual |
| 2024-03-13 | iShares Biotechnology ETF via IRA #3 | Purchase | Self | $50K – $100K | annual |
What their office spends
What Dunn's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $2,084,908 over the last 4 quarters, 78% of it staff pay. A quarter's figures include late lines charged to the year before.
- Staff pay
- Travel
- Offices: rent, phones, utilities
- Mail and printing
- Everything else
The numbers
| Quarter | Staff pay | Travel | Offices: rent, phones, utilities | Mail and printing | Everything else | Total |
|---|---|---|---|---|---|---|
| Q2 '26 | $384,765 | $53,511 | $15,896 | $17,188 | $6,307 | $477,666 |
| Q1 '26 | $503,780 | $32,867 | $14,656 | $64,448 | $76,463 | $692,215 |
| Q4 '25 | $393,860 | $17,261 | $12,964 | $2,064 | $13,994 | $440,144 |
| Q3 '25 | $337,226 | $32,210 | $11,401 | $43,855 | $50,191 | $474,883 |
| Q2 '25 | $337,170 | $25,482 | $29,114 | $16,816 | $55,362 | $463,943 |
| Q1 '25 | $353,829 | $34,675 | $11,673 | $25,793 | $86,933 | $512,903 |
| Q4 '24 | $431,796 | $19,733 | $13,646 | $568 | $13,925 | $479,669 |
| Q3 '24 | $309,783 | $35,552 | $34,377 | $65,048 | $17,864 | $462,624 |
| Q2 '24 | $337,899 | $36,685 | $36,724 | $43,726 | $33,329 | $488,364 |
| Q1 '24 | $326,626 | $29,375 | $15,358 | $53,381 | $75,014 | $499,754 |
| Q4 '23 | $427,808 | $27,988 | $12,962 | $17,968 | $32,430 | $519,156 |
| Q3 '23 | $309,694 | $35,677 | $17,141 | $37,356 | $37,585 | $437,453 |
| Q2 '23 | $307,917 | $48,228 | $14,610 | $600 | $28,315 | $399,669 |
| Q1 '23 | $325,664 | $24,802 | $13,539 | $42,759 | $50,556 | $457,319 |
| Q4 '22 | $422,884 | $35,339 | $32,313 | $32,635 | $5,627 | $528,799 |
| Q3 '22 | $322,025 | $33,053 | $12,853 | $112,526 | $28,184 | $508,641 |
| Q2 '22 | $318,933 | $32,615 | $12,593 | $56,219 | $13,078 | $433,438 |
| Q1 '22 | $288,717 | $26,368 | $12,245 | $39,187 | $52,449 | $418,965 |
| Q4 '21 | $313,874 | $20,792 | $19,287 | $18,525 | $23,810 | $396,290 |
| Q2 '21 | $262,801 | $14,972 | $16,201 | $11,377 | $18,183 | $323,533 |
| Q1 '21 | $252,015 | $12,430 | $11,529 | $128 | $45,293 | $321,393 |
Who the office paid
Each person on the office's payroll, by what they were paid in Q3 2025–Q2 2026, as the House publishes it (a title's "other compensation" counted with it).
Williams Craig V.
District Director · District Chief of Staff
$200,685
Gilbert Sarah E.
Chief of Staff
$198,933
Smith Nicole L
Deputy District Director
$128,125
Boggs Bethany K
Constituent Services Director
$109,708
Buening Molly L.
Legislative Director · Deputy C.o.s./legis Director
$98,694
Hambrick Riley
Military Legislative Assistant · Legislative Director
$88,323
Daughtry Amanda I
Constituent Services Rep
$81,880
Prichard Tammy D.
Field Representative
$81,208
Oliphant Nathan R.
Constituent Services Represent
$81,208
Allison Eleanor A.
Communications Director
$70,514
All 36
| Name | Title | Paid | Quarters |
|---|---|---|---|
| Williams Craig V. | District Director · District Chief of Staff | $200,685 | 4 |
| Gilbert Sarah E. | Chief of Staff | $198,933 | 4 |
| Smith Nicole L | Deputy District Director | $128,125 | 4 |
| Boggs Bethany K | Constituent Services Director | $109,708 | 4 |
| Buening Molly L. | Legislative Director · Deputy C.o.s./legis Director | $98,694 | 3 |
| Hambrick Riley | Military Legislative Assistant · Legislative Director | $88,323 | 4 |
| Daughtry Amanda I | Constituent Services Rep | $81,880 | 4 |
| Prichard Tammy D. | Field Representative | $81,208 | 4 |
| Oliphant Nathan R. | Constituent Services Represent | $81,208 | 4 |
| Allison Eleanor A. | Communications Director | $70,514 | 3 |
| Van Horne Ashley C. | Staff Assistant · Operations Director | $68,761 | 4 |
| Yarusso Amber N. | Field Representative | $57,927 | 4 |
| Wier Sidney C. | Scheduler | $57,646 | 3 |
| Jativa Nicolas | Legislative Correspondent · Legislative Aide · Legislative Assistant | $48,958 | 3 |
| Flowers Lucie B. | Legislative Assistant | $41,740 | 3 |
| Getty Katherine A. | Chief of Staff | $30,400 | 1 |
| Williamson Tucker L. | Legislative Assistant | $29,111 | 2 |
| Lester Dean A. | Office Administrator | $26,372 | 4 |
| Maley Matthew J. | Communications Director | $26,350 | 2 |
| Soska Matthew J. | Legislative Aide | $23,833 | 2 |
| Baugher Reagan J. | Paid Intern - House Program · Staff Assistant | $19,392 | 2 |
| Van Tuyl Palmer B. | Legislative Aide | $14,083 | 1 |
| Watson Jonah | Paid Intern - House Program | $6,630 | 2 |
| Corsarie Kaitlyn E. | Paid Intern - House Program | $6,120 | 2 |
| Hayes Catherine B. | Shared Employee | $5,000 | 1 |
| Howell Haleigh D. | Constituent Services Specialis | $3,917 | 1 |
| Blair Mason G. | Paid Intern - House Program | $3,230 | 1 |
| Bevis Parker | Paid Intern - House Program | $2,607 | 1 |
| Stewart Connor A. | Paid Intern - House Program | $2,550 | 1 |
| Howland Lily | District Office Paid Intern - | $1,867 | 1 |
| Coleman Clara L. | Paid Intern - House Program | $1,133 | 1 |
| Parsons Ben C. | District Office Paid Intern - | $1,000 | 1 |
| Smith Erica E. | Paid Intern - House Program | $510 | 1 |
| Mcmanus Finnegan J. | Paid Intern - House Program | $510 | 1 |
| Griffitts Braydon S. | Paid Intern - House Program | $510 | 1 |
| Hopkins Jamie F. | Military Legislative Assistant | $194 | 1 |
Private funds
33private funds, LLCs and trusts with no ticker
0file a Form D with the SEC
—bought within 30 days of the fund's first sale
Where the money goes
Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.
Neal P Dunn Irrevocable Trust UAD 1996
trades went through it
$2.1M
AB Large Cap Growth Fund, Inc. - Advisor Class
4 trades
$315K
T. Rowe Price Health Sciences Fund
6 trades
$289K
Principal Mid Cap Fund
5 trades
$281K
Federated Hermes Government Obligations Fund (Frmrly Cash/CRA)
2 trades
$250K
Vanguard International Growth Fund
2 trades
$250K
BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A)
2 trades
$183K
The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012
trades went through it
$183K
Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a
7 trades
$172K
JP Morgan Chase & Co Depositary Shares Preferred Series GG
3 trades
$166K
Cadence Bank 5.50% Series A (CADE$A)
7 trades
$113K
KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixe
8 trades
$113K
All 33, with what their filings say
Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.
| Fund or entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Neal P Dunn Irrevocable Trust UAD 1996 trades went through it | 2022-01-31 | $869K – $3.4M | |||||||
| AB Large Cap Growth Fund, Inc. - Advisor Class | $180K – $450K | ||||||||
| T. Rowe Price Health Sciences Fund | 2023-12-21 | $147K – $430K | |||||||
| Principal Mid Cap Fund | $146K – $415K | ||||||||
| Federated Hermes Government Obligations Fund (Frmrly Cash/CRA) | $150K – $350K | ||||||||
| Vanguard International Growth Fund | $150K – $350K | ||||||||
| BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | 2021-02-22 | $101K – $265K | |||||||
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 trades went through it | 2021-02-22 | $101K – $265K | |||||||
| Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a | 2022-08-10 | $84K – $260K | |||||||
| JP Morgan Chase & Co Depositary Shares Preferred Series GG | 2024-09-27 | $52K – $130K | $50K – $100K | ||||||
| Cadence Bank 5.50% Series A (CADE$A) | 2022-08-10 | $21K – $140K | $15K – $50K | ||||||
| KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixe | 2022-08-10 | $36K – $190K | |||||||
| Capital One Financial Corporation Depositary shares each representing a 1/40th interest in | 2022-08-10 | $35K – $175K | |||||||
| J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share o | 2022-08-10 | $35K – $175K | |||||||
| Delaware Smid Cap Growth Fund | $52K – $130K | ||||||||
| Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Se | held 2021 | $1,001 – $15K | $50K – $100K | ||||||
| Capital One Financial Corporation Depositary shares each representing a 1/40th interest in | held 2024 | $50K – $100K | |||||||
| U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series | held 2024 | $50K – $100K | |||||||
| AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% P | 2022-08-15 | $31K – $115K | |||||||
| Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share | 2022-08-10 | $31K – $115K | |||||||
| MFS Value Fund Class I | $30K – $100K | ||||||||
| Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a | 2022-08-15 | $18K – $95K | |||||||
| U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series | 2022-08-15 | $18K – $95K | |||||||
| Diamond Hill Large Cap Concentrated Fund Class I | $15K – $50K | ||||||||
| PGIM Jennison Global Opportunities Fund Class Z | $15K – $50K | ||||||||
| Wasatch Small Cap Growth Fund Investor Class | $15K – $50K | ||||||||
| Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share | 2023-05-09 | $3,003 – $45K | |||||||
| Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share | 2023-05-05 | $3,003 – $45K | |||||||
| Capital One Financial Corporation Depositary shares each representing a 1/40th interest in | 2023-05-09 | $2,002 – $30K | |||||||
| JP Morgan Chase & Co Depositary Shares Representing 1/400th Preferred Series T (JPM$B) | 2023-05-09 | $1,001 – $15K | |||||||
| Patient Practitioners LLC | held 2021 | $1,001 – $15K | |||||||
| US Bancorp Preferred Series K | 2024-09-27 | $1,001 – $15K | |||||||
| Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share | $1,001 – $15K |
How their trades did
Each of Dunn's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 21 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is within what chance gives. Every member, compared.
- the same trades on other days (95% of the time)
- their average against the market
-10%-5.0%0+5.0%+10%
30 days later
21 trades · 62% beat the market
+2.7%
90 days later
21 trades · 67% beat the market
+3.8%
Their trades as a fund
Each purchase buys the middle of its amount band, each sale sells it, from Aug 10, 2022: 10.3% a year against the S&P 500's 16.4%; copying the reports, 17.6%. Their timing is within what chance gives (the same stocks, in the same order, moved by up to a year). The House ETF.
- Their trades
- Copying the reports
- S&P 500
Best timed
- Sold Southern Company (SO) 2023-01-09 · $15K – $50K · +12.9% against the market in 30 days, +5.3% in 90
- Sold Southern Company (SO) 2023-01-09 · $15K – $50K · +12.9% against the market in 30 days, +5.3% in 90
- Sold Southern Company (SO) 2023-01-05 · $15K – $50K · +11.6% against the market in 30 days, +6.3% in 90
Worst timed
- Bought Regions Financial Corporation (RF) 2023-08-15 · $15K – $50K · -10.6% against the market in 30 days, -23.8% in 90
- Bought Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. (DFP) 2022-08-10 · $15K – $50K · -4.7% against the market in 30 days, -7.1% in 90
- Bought Capital One Financial Corporation (COF) 2022-08-15 · $15K – $50K · -3.5% against the market in 30 days, +6.2% in 90
Financial disclosures
25 reports
Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.
| Filed | Report | Entries |
|---|---|---|
| Aug 13, 2026 | Annual Report (amendment) for 2023 | 224 |
| Aug 13, 2026 | Annual Report for 2025 | 113 |
| Jun 23, 2026 | Periodic Transaction Report | 3 |
| Apr 23, 2026 | Extension for 2025 | — |
| Mar 17, 2026 | Periodic Transaction Report | 2 |
| Oct 1, 2025 | Periodic Transaction Report | 1 |
| Aug 13, 2025 | Annual Report for 2024 | 183 |
| Aug 13, 2025 | Periodic Transaction Report | 1 |
| Apr 28, 2025 | Extension for 2024 | — |
| Apr 3, 2025 | Periodic Transaction Report | 1 |
| Mar 10, 2025 | Periodic Transaction Report | 1 |
| Dec 16, 2024 | Periodic Transaction Report | 5 |
| Nov 7, 2024 | Periodic Transaction Report | 8 |
| Aug 13, 2024 | Annual Report for 2023 | 257 |
| May 22, 2024 | Periodic Transaction Report | 2 |
| May 1, 2024 | Extension for 2023 | — |
| Aug 13, 2023 | Annual Report for 2022 | 189 |
| May 26, 2023 | Periodic Transaction Report | 12 |
| Apr 17, 2023 | Extension for 2022 | — |
| Feb 17, 2023 | Periodic Transaction Report | 4 |
| Sep 9, 2022 | Periodic Transaction Report | 17 |
| Aug 13, 2022 | Annual Report for 2021 | 154 |
| Apr 15, 2022 | Extension for 2021 | — |
| Mar 24, 2021 | Periodic Transaction Report | 0 |
| Jan 15, 2021 | Periodic Transaction Report | 0 |
8 trades have a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); none fixed by an amendment.
Trades with a date that can't be right
| Report filed | Trade date | Asset | Problem | Since |
|---|---|---|---|---|
| Aug 13, 2023 | 2023-08-15 | Regions Financial Corporation (RF) | Dated after the report was filed | Never amended |
| Aug 13, 2024 | 2024-01-05 | Vanguard Small-Cap Growth ETF (VBK) | Outside the year the report covers | Never amended |
| Aug 13, 2024 | 2024-01-05 | Vanguard Small-Cap Value ETF (VBR) | Outside the year the report covers | Never amended |
| Aug 13, 2024 | 2024-05-09 | iShares 20+ Year Treasury Bond ETF (TLT) | Outside the year the report covers | Never amended |
| Aug 13, 2024 | 2024-05-09 | 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, (JPM$J) | Outside the year the report covers | Never amended |
| Aug 13, 2026 | 2023-02-13 | iShares Core S&P 500 ETF (IVV) | Outside the year the report covers | Never amended |
| Aug 13, 2026 | 2023-05-08 | Invesco QQQ Trust, Series 1 (QQQ) | Outside the year the report covers | Never amended |
| Aug 13, 2026 | 2023-05-08 | iShares Core S&P 500 ETF (IVV) | Outside the year the report covers | Never amended |