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 3 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Kingfish Investments V, LLC | Mar 27, 2026 | Sale | $250.0K+ | Filing ↗ |
| — | Bear Lake Operations LLC | Feb 26, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Valence8 PE 2025 Fund | Apr 20, 2026 | Purchase | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Jan 8, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Cresta Operating Partners (Non-Op Fund) LP | Apr 1, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jul 15, 2025 | Sale | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Mar 27, 2025 | Sale | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Jan 8, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | NFP Continuation Partners LP | Feb 13, 2026 | Sale | $250.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Aug 26, 2025 | Sale | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Jun 27, 2025 | Sale | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Sep 26, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | White Tip Investments, LLC | Nov 3, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | RCP GP Fund II LP | Aug 14, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | Bear Lake Operations LLC | Mar 31, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | NFP Continuation Partners, LP. | Sep 4, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Cotulla Aviation LP | Apr 11, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | NFP Continuation Partners LP | Nov 3, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Jan 20, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Jan 20, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Oct 20, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund LP | Feb 12, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | MSD Credit Opportunity Fund, L.P. See Endnote | Mar 28, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | RCG Momentum, LP | Jun 2, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | Cresta Operating Partners LP | Oct 8, 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