Congressional stock trades · Member
Neal P. Dunn
Representative · FL-2 · Republican
86 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
Current committees: House Committee on Energy and Commerce; House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-06-23 | 2026-05-11 | 43 | Member | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Sale | $50,001 - $100,000 | Clerk → |
| 2026-06-23 | 2026-05-11 | 43 | Member | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Sale | $15,001 - $50,000 | Clerk → |
| 2026-06-23 | 2026-05-11 | 43 | Member | JP Morgan Chase & Co Depositary Shares Preferred Series GG | Sale | $50,001 - $100,000 | Clerk → |
| 2026-03-17 | 2026-02-02 | 43 | Member | Cadence Bank 5.50% Series A (CADE$A) | Exchange | $1,001 - $15,000 | Clerk → |
| 2026-03-17 | 2026-02-02 | 43 | Member | HBANZHuntington Bancshares Incorporated - Depositary Shares L Preferred Stock | Exchange | $1,001 - $15,000 | Clerk → |
| 2025-10-01 | 2025-09-04 | 27 | Member | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2025-08-13 | 2025-06-02 | 72 ·>45 | Member | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-04-03 | 2025-03-03 | 31 | Member | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-03-10 | 2024-12-24 | 76 ·>45 | Spouse | MSTRMicroStrategy Incorporated - Class A Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-12-16 | 2024-11-06 | 40 | Member | Cadence Bank 5.50% Series A (CADE$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-16 | 2024-11-06 | 40 | Member | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-16 | 2024-11-06 | 40 | Member | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-16 | 2024-11-06 | 40 | Member | JP Morgan Chase & Co Depositary Shares Preferred Series GG | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-16 | 2024-11-06 | 40 | Member | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-09-27 | 41 | Member | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-09-27 | 41 | Member | JP Morgan Chase & Co Depositary Shares Preferred Series GG | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-09-27 | 41 | Member | Cadence Bank 5.50% Series A (CADE$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-09-27 | 41 | Member | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-09-27 | 41 | Member | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-09-27 | 41 | Member | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-09-27 | 41 | Member | US Bancorp Preferred Series K | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-11-07 | 2024-09-27 | 41 | Member | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-05-22 | 2024-04-24 | 28 | Member | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) | Sale | $1,001 - $15,000 | Clerk → |
| 2024-05-22 | 2024-04-24 | 28 | Member | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-26 | 2023-05-05 | 21 | Spouse | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-26 | 2023-05-05 | 21 | Member | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-26 | 2023-05-05 | 21 | Member | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-26 | 2023-05-05 | 21 | Member | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-26 | 2023-05-05 | 21 | Spouse | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-26 | 2023-05-05 | 21 | Member | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-26 | 2023-05-05 | 21 | Member | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-26 | 2023-05-05 | 21 | Member | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-26 | 2023-05-05 | 21 | Member | Cadence Bank 5.50% Series A (CADE$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-26 | 2023-05-05 | 21 | Member | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-05-26 | 2023-05-05 | 21 | Member | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) | Purchase | $1,001 - $15,000 | Clerk → |
| 2023-02-17 | 2023-01-05 | 43 | Member | SOSouthern Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-02-17 | 2023-01-05 | 43 | Member | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-17 | 2023-01-05 | 43 | Member | Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) | Sale | $1,001 - $15,000 | Clerk → |
| 2023-02-17 | 2023-01-05 | 43 | Spouse | SOSouthern Company | Sale | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-15 | 25 | Member | Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-15 | 25 | Member | Cadence Bank 5.50% Series A (CADE$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-09 | 2022-08-15 | 25 | Member | U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-15 | 25 | Member | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-15 | 25 | Member | AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-15 | 25 | Member | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-15 | 25 | Member | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-15 | 25 | Member | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-15 | 25 | Member | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-10 | 30 | Member | Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-10 | 30 | Member | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-10 | 30 | Member | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-09 | 2022-08-10 | 30 | Member | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-10 | 30 | Member | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-10 | 30 | Member | KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-09 | 2022-08-10 | 30 | Member | Cadence Bank 5.50% Series A (CADE$A) | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-09 | 2022-08-10 | 30 | Member | Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-03-24 | 2021-03-11 | 13 | Member | BancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Sale | $100,001 - $250,000 | Clerk → |
| 2021-03-24 | 2021-02-22 | 30 | Member | BancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-01-15 | 2020-12-15 | 31 | Member | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) | Sale | $15,001 - $50,000 | Clerk → |
| 2021-01-15 | 2020-12-15 | 31 | Member | BancorpSouth Bank | Sale | $50,001 - $100,000 | Clerk → |
| 2021-01-15 | 2020-12-15 | 31 | Member | BancorpSouth Bank | Sale | $250,001 - $500,000 | Clerk → |
| 2021-01-15 | 2020-12-15 | 31 | Member | BancorpSouth Bank | Sale | $50,001 - $100,000 | Clerk → |
| 2020-12-23 | 2020-12-07 | 16 | Member | BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Sale | $100,001 - $250,000 | Clerk → |
| 2020-12-23 | 2020-12-07 | 16 | Member | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$G) | Sale | $1,001 - $15,000 | Clerk → |
| 2020-12-23 | 2020-11-20 | 33 | Member | BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-23 | 2020-11-20 | 33 | Member | BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-12-23 | 2020-11-17 | 36 | Member | BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2020-11-05 | 2020-10-01 | 35 | Member | BancorpSouth bank | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-09 | 2020-08-20 | 20 | Member | BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-09 | 2020-08-20 | 20 | Member | BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-09-09 | 2020-08-07 | 33 | Member | Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K) | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-09 | 2020-08-07 | 33 | Member | Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K) | Sale | $15,001 - $50,000 | Clerk → |
| 2020-07-18 | 2020-07-01 | 17 | Member | BancorpSouth bank | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-18 | 2020-06-22 | 26 | Member | Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-06-23 | 2020-05-26 | 28 | Member | Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K) | Sale | $1,001 - $15,000 | Clerk → |
| 2020-06-23 | 2020-05-26 | 28 | Member | J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$G) | Sale | $1,001 - $15,000 | Clerk → |
| 2020-06-23 | 2020-05-26 | 28 | Member | Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-01 | 2020-04-01 | 30 | Member | BancorpSouth bank | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-03-19 | 2020-02-20 | 28 | Member | Bancorpsouth Bank | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-30 | 2019-12-30 | 31 | Member | BancorpSouth bank | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-30 | 2019-12-30 | 31 | Member | BancorpSouth bank | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-30 | 2019-12-30 | 31 | Member | BancorpSouth bank | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-01-20 | 2019-12-12 | 39 | Member | BancorpSouth bank | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2020-01-20 | 2019-12-12 | 39 | Member | BancorpSouth bank | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2020-01-20 | 2019-12-12 | 39 | Member | BancorpSouth bank | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2020-01-20 | 2019-12-12 | 39 | Spouse | BancorpSouth bank | Sale (partial) | $50,001 - $100,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
136 assets with a value on the report filed 2022-08-13, 4 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| BancorpSouth Checking Account | Other | Joint | $50,001 - $100,000 |
| BancorpSouth Checking Account | Other | Member | $50,001 - $100,000 |
| AB Large Cap Growth FD Advisor Class N/L | Fund | Member | $100,001 - $250,000 |
| AAPLApple Inc. | Stock | Member | $100,001 - $250,000 |
| Delaware Smid Cap Growth Instl | Fund | Member | $100,001 - $250,000 |
| Eventide Gilead Fund Cl I | Fund | Member | $100,001 - $250,000 |
| FDIC Bank | Other | Member | $100,001 - $250,000 |
| Invesco QQQ Series 1 | Fund | Member | $250,001 - $500,000 |
| iShares Core S&P 500 ETF | Fund | Member | $250,001 - $500,000 |
| JNJJohnson & Johnson | Stock | Member | $50,001 - $100,000 |
| MFS International Value Fund Class I N/L | Fund | Member | $15,001 - $50,000 |
| Morgan Stanley Inst Global Opp I | Fund | Member | $250,001 - $500,000 |
| PGIM Short Duration High Yield Income Fund Class Z | Fund | Member | $100,001 - $250,000 |
| PGIM Total Return Bond Fund Class Z | Fund | Member | $100,001 - $250,000 |
| Principal MID Cap Fund Institutional Shares N/L | Fund | Member | $100,001 - $250,000 |
| Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) | Stock | Member | $50,001 - $100,000 |
| T. Rowe Price Health Sciences Fund Investor Class N/L | Fund | Member | $100,001 - $250,000 |
| T.Rowe Price Capital Appreciation Fund Investor Cla | Fund | Member | $100,001 - $250,000 |
| Vanguard International Growth Fund | Fund | Member | $250,001 - $500,000 |
| Vanguard Whitehall High Dividend Yield ETF | Fund | Member | $100,001 - $250,000 |
| Wasatch Small Cap Growth Fund Investor Class | Fund | Member | $50,001 - $100,000 |
| AB Large Cap Growth Advisor | Fund | Member | $50,001 - $100,000 |
| Delaware Smid Cap Growth Instl | Fund | Member | $15,001 - $50,000 |
| Eventide Gilead Fund Cl I | Fund | Member | $15,001 - $50,000 |
| FDIC Bank | Other | Member | $15,001 - $50,000 |
| Invesco QQQ Series 1 | Fund | Member | $50,001 - $100,000 |
| iShares Core S&P 500 ETF | Fund | Member | $50,001 - $100,000 |
| Morgan Stanley Inst Global Opp I | Fund | Member | $50,001 - $100,000 |
| PGIM Short Duration High Yield Income Fund Class Z | Fund | Member | $15,001 - $50,000 |
| PGIM Total Return Bond Fund Class Z | Fund | Member | $50,001 - $100,000 |
| Principal Mid Cap Fund Institutional Shares N/L | Fund | Member | $15,001 - $50,000 |
| SOSouthern Company | Stock | Member | $15,001 - $50,000 |
| T. Rowe Price Health Sciences Fund Investor Class N/L | Fund | Member | $15,001 - $50,000 |
| Vanguard International Growth Fund | Fund | Member | $50,001 - $100,000 |
| Vanguard Whitehall High Dividend Yield ETF | Fund | Member | $50,001 - $100,000 |
| AB Large Cap Growth Advisor | Fund | Spouse | $15,001 - $50,000 |
| Delaware Smid Cap Growth Instl | Fund | Spouse | $1,001 - $15,000 |
| Eventide Gilead Fund Cl I | Fund | Spouse | $15,001 - $50,000 |
| FDIC Deposit | Other | Spouse | $1,001 - $15,000 |
| Invesco QQQ Series 1 | Fund | Spouse | $50,001 - $100,000 |
| iShares Core S&P 500 ETF | Fund | Spouse | $15,001 - $50,000 |
| Morgan Stanley Inst Global Opp I | Fund | Spouse | $15,001 - $50,000 |
| PGIM Short Duration High Yield Income Fund Class Z | Fund | Spouse | $15,001 - $50,000 |
| PGIM Total Return Bond Fund Class Z | Fund | Spouse | $15,001 - $50,000 |
| Principal MidCap Institutional | Fund | Spouse | $15,001 - $50,000 |
| SOSouthern Company | Stock | Spouse | $15,001 - $50,000 |
| T. Rowe Price Health Sciences Fund Investor Class N/L | Fund | Spouse | $15,001 - $50,000 |
| Vanguard International Growth Fund | Fund | Spouse | $15,001 - $50,000 |
| Vanguard Whitehall High Dividend Yield ETF | Fund | Spouse | $15,001 - $50,000 |
| AB Large Cap Growth FD Advisor Class N/L | Fund | Member | $15,001 - $50,000 |
| Delaware Smid Cap Growth Instl | Fund | Member | $1,001 - $15,000 |
| Eventide Gilead Fund Cl I | Fund | Member | $15,001 - $50,000 |
| Invesco QQQ Series 1 | Fund | Member | $15,001 - $50,000 |
| iShares Core S&P 500 ETF | Fund | Member | $1,001 - $15,000 |
| Merrill Brokerage Sweep Account | Other | Member | $1,001 - $15,000 |
| MFS International Value Fund Class I N/L | Fund | Member | $1,001 - $15,000 |
| Morgan Stanley Inst Global Opp I | Fund | Member | $15,001 - $50,000 |
| PGIM Short Duration High Yield Income Fund Class Z | Fund | Member | $1,001 - $15,000 |
| PGIM Total Return Bond Fund Class Z | Fund | Member | $1,001 - $15,000 |
| Principal MID Cap Fund Institutional Shares N/L | Fund | Member | $15,001 - $50,000 |
| T. Rowe Price Health Sciences Fund Investor Class N/L | Fund | Member | $1,001 - $15,000 |
| T. Rowe Price New Horizons Fund Investor Class N/L | Fund | Member | $15,001 - $50,000 |
| Vanguard International Growth Fund | Fund | Member | $15,001 - $50,000 |
| Vanguard Whitehall High Dividend Yield ETF | Fund | Member | $15,001 - $50,000 |
| USAA Whole Life Insurance Policy | Other | Member | $250,001 - $500,000 |
| Miniature Golf Course | Other | Spouse | $100,001 - $250,000 |
| AB Large Cap Growth FD Advisor Class N/L | Fund | Member | $15,001 - $50,000 |
| American Century Small Cap Value Fund | Fund | Member | $15,001 - $50,000 |
| BancorpSouth Bank | Stock | Member | None |
| BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Stock | Member | None |
| BlackRock Equity Dividend Fund Institutional Shares | Fund | Member | $15,001 - $50,000 |
| Columbia Dividend Income Fund C | Fund | Member | None |
| Columbia Seligman Global Technology FD Inst CL N/L | Fund | Member | None |
| Delaware National High Yield Municipal Bond Fund Institutional Class | Fund | Member | $15,001 - $50,000 |
| Delaware Smid Cap Growth Instl | Fund | Member | $15,001 - $50,000 |
| Diamond Hill Large Cap Fund | Fund | Member | $15,001 - $50,000 |
| Eaton Vance Municipal Opportunities Fund | Fund | Member | None |
| Eventide Gilead Fund Cl I | Fund | Member | $15,001 - $50,000 |
| FDIC Bank Brokerage Sweep Account | Other | Member | $15,001 - $50,000 |
| Hartford Balanced Income I | Fund | Member | None |
| Invesco QQQ Series 1 | Fund | Member | $50,001 - $100,000 |
| iShares Core S&P 500 ETF | Fund | Member | $50,001 - $100,000 |
| iShares Russell 1000 Value ETF | Fund | Member | $100,001 - $250,000 |
| John Hancock Fundamental Large Cap Core Fund Class I N/L | Fund | Member | None |
| John Hancock Funds Disciplined Value Fund | Fund | Member | $15,001 - $50,000 |
| Lord Abbett High Income Municipal Bond Fund | Fund | Member | None |
| Lord Abbett Intermediate Tax-Free Fund Class F | Fund | Member | $50,001 - $100,000 |
| MFS Municipal Income Fund Class I | Fund | Member | $50,001 - $100,000 |
| MFS Value Fund Class I N/L | Fund | Member | $15,001 - $50,000 |
| Morgan Stanley Inst Global Opp I | Fund | Member | $15,001 - $50,000 |
| Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio | Fund | Member | $15,001 - $50,000 |
| Nuveen All-American Municipal Bond Fund | Fund | Member | $50,001 - $100,000 |
| Nuveen High Yield Municipal Bond Fund Class I N/L | Fund | Member | $50,001 - $100,000 |
| Nuveen Municipal Trust - Nuveen All-American Municipal Bond Fund | Fund | Member | $50,001 - $100,000 |
| Nuveen Municipal Trust - Nuveen Short Duration High Yield Municipal Bond Fund | Fund | Member | $15,001 - $50,000 |
| PGIM Jennison Global Opportunities Fund-Class Z | Fund | Member | $15,001 - $50,000 |
| PTYPimco Corporate & Income OPP F | Fund | Member | None |
| Principal Mid Cap Fund Institutional Shares N/L | Fund | Member | $15,001 - $50,000 |
| T. Rowe Price Health Sciences Fund Investor Class N/L | Fund | Member | $15,001 - $50,000 |
| T. Rowe Price QM U.S. Small Cap Growth EQ FD Invest | Fund | Member | None |
| Vanguard High Dividend Yield Index Fund | Fund | Member | None |
| Vanguard International Growth Fund | Fund | Member | None |
| Wasatch Small Cap Growth Fund Investor Class | Fund | Member | $15,001 - $50,000 |
| AB Large Cap Growth FD Advisor Class N/L | Other | Member | $15,001 - $50,000 |
| American Century Small Cap Value Fund | Fund | Member | $1,001 - $15,000 |
| Bank of America Brokerage Sweep Account | Other | Member | $1,001 - $15,000 |
| BlackRock Equity Dividend Fund Institutional Shares | Fund | Member | $1,001 - $15,000 |
| Delaware National High Yield Municipal Bond Fund Institutional Class | Fund | Member | $15,001 - $50,000 |
| Delaware Smid Cap Growth Instl | Fund | Member | $1,001 - $15,000 |
| Diamond Hill Large Cap Fund | Fund | Member | $1,001 - $15,000 |
| Eaton Vance Municipal Opportunities Fund | Fund | Member | None |
| Eventide Gilead Fund Cl I | Fund | Member | $15,001 - $50,000 |
| Hartford Balanced Income I | Fund | Member | None |
| Invesco QQQ Series 1 | Fund | Member | $15,001 - $50,000 |
| iShares Core S&P 500 ETF | Fund | Member | $15,001 - $50,000 |
| iShares Russell 1000 Value ETF | Fund | Member | $15,001 - $50,000 |
| IVY Emerging Markets Equity Fund Class I N/L | Fund | Member | $1,001 - $15,000 |
| John Hancock Funds Disciplined Value Fund | Fund | Member | $1,001 - $15,000 |
| Lord Abbett Intermediate Tax-Free Fund Class F | Fund | Member | $15,001 - $50,000 |
| MFS Municipal Income Fund Class I | Fund | Member | $15,001 - $50,000 |
| MFS Value Fund Class I N/L | Fund | Member | $1,001 - $15,000 |
| Morgan Stanley Inst Global Opp I | Fund | Member | $15,001 - $50,000 |
| Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio | Fund | Member | $15,001 - $50,000 |
| Nuveen All-American Municipal Bond Fund | Fund | Member | $15,001 - $50,000 |
| Nuveen High Yield Muni Bond Fund | Fund | Member | $15,001 - $50,000 |
| Nuveen High Yield Municipal Bond Fund Class I N/L | Fund | Member | $1,001 - $15,000 |
| Nuveen Municipal Trust - Nuveen Short Duration High Yield Municipal Bond Fund | Fund | Member | $15,001 - $50,000 |
| PGIM Jennison Global Opportunities Fund-Class Z | Fund | Member | $15,001 - $50,000 |
| Principal Mid Cap Fund Institutional Shares N/L | Fund | Member | $15,001 - $50,000 |
| T. Rowe Price Health Sciences Fund Investor Class N/L | Fund | Member | $1,001 - $15,000 |
| Wasatch Small Cap Growth Fund Investor Class | Fund | Member | $1,001 - $15,000 |
| Patient Practitioners LLC | Other | Member | $1,001 - $15,000 |
| Residential Property | Other | Member | $250,001 - $500,000 |
| Undeveloped land | Other | Member | $250,001 - $500,000 |
| Wilson Ave Commercial Rental Property | Other | Member | $100,001 - $250,000 |
| Commercial Rental Building | Other | Member | $500,001 - $1,000,000 |
How reports are read: holdings methodology.