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 4 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | MSD EIV Private, LLC (JRK Investments III) | Jun 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD Real Estate Credit Opportunity Fund II | Feb 9, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD Credit Opportunity Fund, L.P. | Jul 30, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | 26North BDC, Inc. | Mar 23, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II LP | Sep 18, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. See Endnote | Apr 29, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RCP GP Fund II, LP See Endnote | Apr 21, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Caden Long Equity Fund | Jul 22, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | 26North Private Equity Fund I | Jul 23, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Turnbridge Equities Real Estate Fund II | Jan 28, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | RCG Momentum, LP | Jun 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Arcadia Gameto Investors LP | Jul 14, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jun 12, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Valence8 PE 2023 Fund | Oct 20, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jun 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | TMG Haynesville Investors, LLC | Jun 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD EIV Private LLC | Feb 10, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP See Endnote | Mar 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD Holdings, LP | Jan 12, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Bear Lake Operations LLC | Feb 4, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD EIV Private, LLC See Endnote | Mar 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | TMG Monument Investors LLC | Jun 20, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Red Cell Incubation Fund, LP See Endnote | Apr 7, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | 26North BDC, Inc. | Sep 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jan 29, 2026 | Sale | $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