JP
FORMER OFFICIAL
John Phelan
—
Transactions
191
Total transactions associated with this filer
Disclosed purchases
87
$17.5M+
Average modeled return
-14.8%
2 of 87 purchases modeled
Average vs. S&P 500
-22.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
2 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
2 of 87 disclosed purchases have modeled returns for this period. 85 purchases have missing or excluded market data; no returns are invented for them.
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 8 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Kingfish Investments II, LLC See Endnote | Apr 4, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | TMG Monument Investors LCL See Endnote | Apr 3, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | MSD Hospitality Partners LP | Mar 31, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Cresta SC Fund I-A LP See Endnote | Mar 31, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP See Endnote | Mar 31, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | MSD Special Investments Fund II See Endnote | Mar 28, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | RCG Ventures Fund VIII, LP See Endnote | Mar 28, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | MSD Credit Opportunity Fund, L.P. See Endnote | Mar 28, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC See Endnote | Mar 28, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | 26North Private Equity Fund I See Endnote | Mar 28, 2025 | Purchase | $100.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Mar 27, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP See Endnote | Mar 27, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Turnbridge Real Estate Fund II See Endnote | Mar 26, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | Kingfish Investments V, LLC See Endnote | Mar 26, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP See Endnote | Mar 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD EIV Private, LLC See Endnote | Mar 24, 2025 | Purchase | $100.0K+ | 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. Read the modeling methodology · Review data sources and coverage · Explore other politicians