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 5 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Kingfish Investments II, LLC | Jan 29, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Turnbridge Real Estate Fund II | Oct 8, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | SRP Continuation Partners, LP | Jun 4, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Caden Long Equity Fund | Oct 15, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II LP | Jul 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | SRP Continuation Partners LP | Aug 18, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | RCP GP Fund II, LP | Apr 8, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | Turnbridge Real Estate Fund II | Aug 12, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD EIV Private, LLC | Sep 10, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RCP GP Fund II LP | Nov 12, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD Holdings, LP | Jan 12, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Apr 20, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Oct 8, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Carriage House Investments LLP | Sep 26, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | 26North Private Equity Fund I See Endnote | Mar 28, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Valence8 Cayman LP | Apr 13, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Turnbridge Equities Real Estate Fund II | Jan 28, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | Valence8 PE 2023 Fund | Jul 21, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II, L.P. | Mar 11, 2026 | Sale | $50.0K+ | Filing ↗ |
| — | RCG Momentum LP | Nov 14, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | RCG Momentum LP | Feb 11, 2026 | Sale | $50.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP | Sep 30, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Cotulla Aviation LP | Jul 18, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II | Jun 18, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II LP | Apr 1, 2026 | Purchase | $50.0K+ | 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