JP
FORMER OFFICIAL
John Phelan
—
Transactions
6
Total transactions associated with this filer
Disclosed purchases
87
$500.0K – $0
Average modeled return
-3.4%
2 modeled purchases
Average vs. S&P 500
-14.7%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 6 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BDC | MSD Investment Corp. (BDC) | Mar 27, 2026 | Sale | $250.0K+ | Filing ↗ |
| BDC | MSD Investment Corp. (BDC) | Jan 8, 2026 | Purchase | $250.0K+ | Filing ↗ |
| BDC | MSD Investment Corp. (BDC) | Jan 8, 2026 | Purchase | $250.0K+ | Filing ↗ |
| BDC | MSD Investment Corp. (BDC) | Sep 26, 2025 | Sale | $250.0K+ | Filing ↗ |
| BDC | MSD Investment Corp. (BDC) | Jun 27, 2025 | Sale | $250.0K+ | Filing ↗ |
| BDC | MSD Investment Corp. (BDC) See Endnote | Mar 27, 2025 | Sale | $250.0K+ | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.