Neal Patrick MD, Facs Dunn

Following their disclosures vs. same money in SPY: -177.1 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
SELL	IRA #3 JP Morgan Chase & Co Depositary Share other	$50K–$100K	2026-05-11	2026-06-23	PDF →
EXCHANGE	HB HBANZ other	$1K–$15K	2026-02-02	2026-03-17	PDF →
BUY	MS MSTR	$15K–$50K	2024-12-24	2025-03-10 LATE	PDF →
SELL	SO SO	$15K–$50K	2023-01-05	2023-02-17	PDF →
SELL	BX BXS	$50K–$100K	2020-12-15	2021-01-15	PDF →
SELL	BX BXS	$250K–$500K	2020-12-15	2021-01-15	PDF →
BUY	🔒Register for free to view	$1K–$15K	2020-07-01	2020-07-18	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-04-01	2020-05-01	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-02-20	2020-03-19	🔒
BUY	🔒Register for free to view	$1K–$15K	2019-12-30	2020-01-30	🔒
SELL	🔒Register for free to view	$50K–$100K	2019-12-12	2020-01-20	🔒
SELL	🔒Register for free to view	$250K–$500K	2019-12-12	2020-01-20	🔒
SELL	🔒Register for free to view	$500K–$1M	2019-11-12	2019-12-11	🔒
SELL	🔒Register for free to view	$100K–$250K	2019-11-12	2019-12-11	🔒
SELL	🔒Register for free to view	$50K–$100K	2019-11-12	2019-12-11	🔒
SELL	🔒Register for free to view	$100K–$250K	2019-11-11	2019-12-11	🔒
SELL	🔒Register for free to view	$50K–$100K	2019-11-11	2019-12-11	🔒
EXCHANGE	🔒Register for free to view	$250K–$500K	2019-09-01	2019-09-30	🔒
EXCHANGE	🔒Register for free to view	$1.0M–$5M	2019-09-01	2019-09-30	🔒
EXCHANGE	🔒Register for free to view	$50K–$100K	2019-09-01	2019-09-30	🔒
EXCHANGE	🔒Register for free to view	$100K–$250K	2019-09-01	2019-09-30	🔒
BUY	🔒Register for free to view	$50K–$100K	2017-07-12	2018-09-11 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2017-06-29	2017-07-10	🔒
BUY	🔒Register for free to view	$15K–$50K	2017-05-30	2017-06-07	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Dunn still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
SO SO		$38K	73.3%	+155.1%	Jun 2017	Jan 2023
🔒Register for free to view		$14K	26.7%	-49.7%	Mar 2025	Dec 2024

Filings 23 on file · every disclosure Dunn has made