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 1 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | 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 ↗ |
| — | 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 ↗ |
| 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 ↗ |
| — | 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 ↗ |
| — | 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 ↗ |
| — | TMG Monument Investors LCL See Endnote | Apr 3, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments II, LLC See Endnote | Apr 4, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Red Cell Incubation Fund, LP See Endnote | Apr 7, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Cotulla Aviation LP | Apr 11, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. See Endnote | Apr 16, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | RSL Football Holdings LLC | Apr 17, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | RCP GP Fund II, LP See Endnote | Apr 21, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP See Endnote | Apr 29, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. See Endnote | Apr 29, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Red Cell Partners | May 27, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Red Cell Incubation Fund LP | May 27, 2025 | Sale | $500.0K+ | 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