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 2 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Red Cell Partners | May 27, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Cotulla Aviation LP | Jan 9, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | MSD Capital, LP | Nov 26, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments X, LLC See Endnote | Mar 28, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments II, LLC See Endnote | Apr 4, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jan 5, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Two Roads Developments LLC loan | Oct 3, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | RMDC, Inc. | Jan 27, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | GMF Group Fund II, LLC | Jan 28, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | MSD Hospitality Partners LP | Jul 30, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | RMDC, Inc. | Jan 27, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jan 5, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Carriage House Investments LLP | Apr 15, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Caden FLV, LLC | Aug 20, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II | Jan 30, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | GMF Group Fund II, LLC | Jan 28, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | RCP APM Holdings LLC | Oct 15, 2025 | Purchase | $500.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jul 28, 2025 | Purchase | $500.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II | Jan 30, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | MSD Hospitality Partners LP | Sep 30, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | Red Cell Incubation Fund LP | May 27, 2025 | Sale | $500.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Mar 27, 2026 | Sale | $250.0K+ | Filing ↗ |
| — | 12 South Investor JV, LLC | Jul 9, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | Turnbridge Real Estate Fund II See Endnote | Mar 26, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | TMG Haynesville Investors, LLC | Sep 24, 2025 | Purchase | $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. Read the modeling methodology · Review data sources and coverage · Explore other politicians