Rep. Neal P. Dunn (R-FL)
House · Republican (most recent term) · FL-2 · in Congress 2017–present · Bioguide ID D000628
Party history: R 2017–present. Source: term data in unitedstates/congress-legislators (CC0); party shown is as recorded per term there.
Estimated net worth (from public disclosures)
| Estimate | Report year | Low | Mid | High |
|---|---|---|---|---|
| (a) Estimated net worth before entering office (report year 2016) | 2016 | $2,981,057 | $7,343,028 | $11,704,999 |
| (b) Latest net worth estimate | 2025 | $4,154,074 | $6,744,537 | $9,335,000 |
| (c) Estimated gain / loss, nominal dollars, 2016 → 2025 (9 years spanned) | 2016–2025 | −$7,550,925 | −$598,491 | +$6,353,943 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): 2016: 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket; 2025: 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket. Included in the recommended dollar-gain ranking.
Net worth by report year (mid; Low–High)
| Report year | Assets (mid) | Liabilities (mid) | Net worth mid | Low … High | Status / flags |
|---|---|---|---|---|---|
| 2016 | $8,105,528 | $762,500 | $7,343,028 | $2,981,057 … $11,704,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2017 | $9,854,040 | $375,000 | $9,479,040 | $4,713,080 … $14,244,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2018 | $9,704,534 | $175,000 | $9,529,533 | $4,874,067 … $14,184,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2019 | $8,711,058 | $175,000 | $8,536,058 | $4,917,117 … $12,154,999 | computed |
| 2020 | $8,459,544 | $750,000 | $7,709,543 | $4,009,087 … $11,409,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2021 | $9,410,561 | $750,000 | $8,660,560 | $4,556,122 … $12,764,999 | computed |
| 2022 | $5,155,544 | $750,000 | $4,405,543 | $1,821,087 … $6,989,999 | computed |
| 2023 | $4,771,540 | $75,000 | $4,696,539 | $2,648,079 … $6,744,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2024 | $5,728,526 | $0 | $5,728,526 | $3,552,053 … $7,905,000 | computed |
| 2025 | $6,744,537 | $0 | $6,744,537 | $4,154,074 … $9,335,000 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
- What this is: Net worth = Schedule A assets (each value range at its midpoint; low–high range shown) minus Schedule D liabilities (midpoints / ranges). Low = assets at range floors minus liabilities at range ceilings; Mid = midpoints; High = assets at ceilings minus liabilities at floors. Low and High are outer bounds of the reported ranges, not likely outcomes.
- What it excludes / understates: exact values (only ranges are reported); a personal residence is not reported as an asset (although a mortgage on it may be listed as a liability, which then lowers the estimate); retirement and federal accounts (e.g. Thrift Savings Plan, defined-benefit pensions) are only partly or not reported; assets of excepted/blind trusts, cash held below reporting thresholds, vehicles, household goods and most spouse/dependent items exempt from reporting are not included; liabilities on a personal residence, revolving credit under thresholds and loans to family may be omitted by filers.
- Open-ended top ranges (e.g. “Over $50,000,000”) are counted at their lower bound and flagged, so such values are understated.
- The change is a change in estimated net worth in nominal dollars (no inflation adjustment). It includes salary, gifts, inheritances, business income and re-valuation as well as investment results, and it is subject to range-bracket noise; it is not an investment return and implies nothing about conduct.
2021 -9%
Reliability flags: few years (3); 2/3 years trading-dominated; 6 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): -2.7% to -2.9%. This band is narrow because it moves both years together; the true uncertainty is larger — see the per-year “strict envelope” column and the limitations.
Estimated year-over-year change
Bars: midpoint estimate; whisker: same-position floor/ceiling band. Axis clipped to −100%…+150%. Years with insufficient traceable holdings are omitted.
| Year (t−1 → t) | Opening value (mid) | Closing value (mid) | Income (mid) | Buys (mid) | Sales (mid) | Est. gain | Same-position band | Strict envelope | Traced coverage | Status / flags |
|---|---|---|---|---|---|---|---|---|---|---|
| 2016→2017 | $4,710,510 | $6,281,022 | $163,953 | $1,101,020 | $147,504 | +16.6% | +12.8% … +30.6% | -125% … +159% | 59% | excluded; not eligible: traced coverage 59% < 60%; many new/exited positions |
| 2017→2018 | $8,626,532 | $7,801,026 | $208,456 | $0 | $289,504 | -3.8% | -5.6% … -3.2% | -99% … +91% | 88% | counted |
| 2018→2019 | $2,313,008 | $6,281,531 | $64,956 | $1,623,535 | $1,930,508 | +187.7% | +182.9% … +198.0% | -25% … +400% | 24% | excluded; not eligible: traced coverage 24% < 60%; high turnover (buys+sells > 100% of opening value); many new/exited positions |
| 2019→2020 | $6,002,036 | $6,486,532 | $107,353 | $1,560,026 | $1,282,022 | +5.2% | +5.1% … +5.3% | -103% … +113% | 69% | counted; many new/exited positions |
| 2020→2021 | $7,447,536 | $8,266,553 | $76,304 | $3,408,539 | $1,823,016 | -9.3% | -10.2% … -7.0% | -128% … +109% | 90% | counted; many new/exited positions |
| 2021→2022 | $215,002 | $1,399,514 | $5,704 | $991,018 | $539,016 | +343.4% | +282.8% … +369.6% | -409% … +1096% | 2% | excluded; not eligible: traced coverage 2% < 60%; high turnover (buys+sells > 100% of opening value); many new/exited positions |
| 2022→2023 | $518,006 | $3,021,528 | $16,408 | $2,614,530 | $772,013 | +130.8% | +124.7% … +147.9% | -470% … +731% | 10% | excluded; not eligible: traced coverage 10% < 60%; high turnover (buys+sells > 100% of opening value); many new/exited positions |
| 2023→2024 | $1,983,518 | $4,272,520 | $11,106 | $3,060,040 | $1,432,520 | +33.9% | +23.4% … +60.1% | -201% … +269% | 43% | excluded; not eligible: traced coverage 43% < 60%; high turnover (buys+sells > 100% of opening value); many new/exited positions |
| 2024→2025 | $3,259,014 | $5,058,027 | $24,009 | $1,562,530 | $915,518 | +36.1% | +34.0% … +40.9% | -104% … +176% | 57% | excluded; not eligible: traced coverage 57% < 60%; many new/exited positions |
Filings used
Each annual-report year uses one filing (most recently filed version among originals/amendments whose Schedule A row count is ≥ 40% of the largest). Electronic (text) PDFs are parsed. Scanned/image-only filings are OCR-read and used only if they pass the explicit validation gates described in the project README (value/income coverage, two-engine agreement, exact bracket snapping, page completeness, year-to-year position continuity); such years are labelled OCR-derived below. Scanned filings that fail validation are listed as “insufficient data – scanned”.
| Report year | Doc ID | Type | Filed | Schedule A rows | Rows with unparsed value | Source (official filing) / SHA-256 |
|---|---|---|---|---|---|---|
| 2016 | 10014362 | House amendment | 12/16/2016 | 57 | 1 | 10014362.pdfb79a24448005a3e2698e58566cac3b79531da2e92eb7a47e7e979ef225cbe156 |
| 2017 | 10024571 | House amendment | 9/6/2018 | 89 | 1 | 10024571.pdf4561021703a2f5b8bb60bc57d3d369625e9bd113bd759581ac7fa097ca3bcb43 |
| 2018 | 10026365 | House annual | 8/12/2019 | 81 | 1 | 10026365.pdfe0e750e138a45b7f38199309a597910a638ffc01cb92f9e64e421a5009b6d162 |
| 2019 | 10037855 | House annual | 8/13/2020 | 122 | 0 | 10037855.pdf236079d8b3a6d0ec43631ea0655f35ae1f5be3e36114b1626d0418444a2dc156 |
| 2020 | 10042278 | House annual | 8/12/2021 | 114 | 1 | 10042278.pdf139a07c198df2805c10067d64bbfebfaa5457cb4d8d3d43d049c4ba4a0614b10 |
| 2021 | 10046177 | House annual | 8/13/2022 | 136 | 0 | 10046177.pdff32524f03aa2e3e86505ea3b8451751b7d315b8ee4da376115389b729a5ff922 |
| 2022 | 10052087 | House annual | 8/13/2023 | 87 | 0 | 10052087.pdf8a52bada744dcc9ced02f636484766d061d8f473a31d2a1005efefe9b17fba8e |
| 2023 | 10072005 | House amendment | 8/13/2026 | 79 | 1 | 10072005.pdfb60a1b97c8787630838e02161a54f961883e13dff399e76fb7ef95d59f7e5be0 |
| 2024 | 10066821 | House annual | 8/13/2025 | 73 | 0 | 10066821.pdf6f5a3df06f855329f830a65e17ce1bb78e76f8326e9749988eb19a3e780c1a98 |
| 2025 | 10076120 | House annual | 8/13/2026 | 74 | 1 | 10076120.pdf231c50d7958f017b92a122a61b0929429fb02490abd5aa369411504b15120662 |
Largest movers 2017→2018
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012-Dunn Properties LLC ⇒ Jenks ave Comm | — | held | $100,001 - $250,000 | None | $0 | $0 |
| The Leah Ott Dunn Irrevocable Gift Trust-DEP LLC ⇒ Vacant Industrial Park Lot [RP] | SP | held | $100,001 - $250,000 | None | $0 | $32,500 |
| sUMMIT BaNK aCCOUNT [Ba] | JT | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Raymond James IRa #1 ⇒ Loomis sayles Growth Fund Class Y N/L-Natixis advisor(LsGRX) [MF] | — | held | $50,001 - $100,000 | None | $0 | $0 |
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012-Dunn Properties LLC ⇒ sUMMIT BaNK aC | — | held | $50,001 - $100,000 | $1,001 - $15,000 | $0 | $0 |
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 ⇒ T. Rowe Price Health sciences Fund | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| summit Bank, Na [OP] | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 ⇒ IVY Emerging Markets Equity Fund C | — | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
Largest movers 2019→2020
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| IRa #1 ⇒ Invesco QQQ series 1 (QQQ) [EF] | — | new | — | $250,001 - $500,000 | $75,000 | $0 |
| IRa #1 ⇒ T. Rowe Price Health sciences Fund Investor Class N/L (PRHsX) [MF] | — | held | $250,001 - $500,000 | $100,001 - $250,000 | $0 | $0 |
| IRa #2 ⇒ FDIC Bank [IH] | — | held | $100,001 - $250,000 | $1,001 - $15,000 | $0 | $0 |
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 ⇒ Bancorpsouth Bank 5.50% series a N | — | new | — | $100,001 - $250,000 | $8,000 | $0 |
| IRa #1 ⇒ MFs International Value Fund Class I N/L(MINIX) [MF] | — | held | $100,001 - $250,000 | $15,001 - $50,000 | $0 | $0 |
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 ⇒ Nuveen Preferred & Income securiti | — | held | $50,001 - $100,000 | None | $56,502 | $0 |
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 ⇒ Nuveen High Yield Municipal Bond F | — | held | $250,001 - $500,000 | $100,001 - $250,000 | $0 | $75,000 |
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 ⇒ | — | held | $50,001 - $100,000 | $15,001 - $50,000; $100,001 - $250,000 | $8,000 | $0 |
Largest movers 2020→2021
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| IRA #1 ⇒ Invesco QQQ Series 1 (QQQ) [EF] | — | held | $250,001 - $500,000 | $250,001 - $500,000 | $375,000 | $0 |
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 ⇒ Eaton Vance Municipal Opportunitie | — | new | — | None | $175,000 | $8,000 |
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 ⇒ BancorpSouth Bank 5.50% Series A N | — | new | — | None | $8,000 | $175,000 |
| IRA #1 ⇒ Vanguard Whitehall High Dividend Yield ETF (VYM) [EF] | — | new | — | $100,001 - $250,000 | $183,001 | $175,000 |
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 ⇒ AB Large Cap Growth FD Advisor Cla | — | held | $100,001 - $250,000 | $15,001 - $50,000 | $0 | $0 |
| IRA #1 ⇒ FDIC Bank [IH] | — | held | $15,001 - $50,000 | $100,001 - $250,000 | $0 | $0 |
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 ⇒ Hartford Balanced Income I (HBLIX) | — | held | $100,001 - $250,000 | None | $75,000 | $107,501 |
| The Neal Patrick Dunn Irrevocable Trust uad 1/19/2012 ⇒ Morgan Stanley Inst Global Opp I ( | — | new | — | $15,001 - $50,000 | $8,000 | $115,502 |
Method (summary)
- Schedule A asset rows are read from each annual report; the dollar range for each row is converted to its midpoint. Open-ended top ranges (“Over $50,000,000”) are excluded from the traced set and counted as a coverage loss.
- Positions are matched year to year by owner code (self/SP/DC/JT) + normalised asset name. A position that appears only in year t is included only if Schedule B shows a purchase of it in year t (opening value 0); a position that disappears is included only if Schedule B shows a sale (closing value 0). Otherwise it is excluded as unexplained.
- Estimated gain = (closing − opening + reported income − purchases + sale proceeds) ÷ opening, all at midpoints, for the traced positions. “Capital gains” income is not added again (it is already in value change and sale proceeds).
- A year counts only if traced opening value ≥ $50,000 and traced coverage ≥ 60% of the opening midpoint. A member is ranked only with ≥ 3 such years (exactly 2 = “limited data”, shown but unranked). Average = geometric mean of (1+yearly estimate).
Limitations
- Ranges are wide (up to a factor of 5 or more, and up to $50M+ open-ended); a holding can move between ranges without any real change in value, and stay in a range while moving materially. Yearly estimates are therefore noisy; the “strict envelope” shows the mathematical worst/best case and is typically wider than ±100%.
- Purchases and sales are only disclosed as ranges and only for transactions over $1,000; partial sales, dividend reinvestment, spousal/dependent accounts and retirement-plan funds are reported inconsistently. Excepted/blind trusts, personal residences and certain pensions are not reported at all.
- Filers sometimes change how they list assets (e.g. listing a brokerage account vs. its individual holdings), which can make positions untraceable across years; these are excluded rather than guessed.
- Asset values in an annual report are as of Dec 31 of the reporting year; the report year t−1→t covers that calendar year. Late or amended filings are used when filed; extensions can delay them.
- The text of these reports is machine-parsed from PDFs; parse errors are possible. Every number links back to the cited filing. This is not investment advice.
- Use of these filings is restricted by 5 U.S.C. § 105(c) (no unlawful, commercial or credit-rating purpose, and none for solicitation of money).
Generated 2026-10-01 by an automated pipeline. Data: Office of the Clerk, U.S. House of Representatives (disclosures-clerk.house.gov); member roster: unitedstates/congress-legislators (CC0).