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 6 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | MSD Special Investments Fund II, LP | Jan 20, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | Cresta SC Fund I-A LP | Sep 26, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP | Jul 28, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP | Jun 23, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II, LP | Jan 20, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | RCG Momentum LP | Aug 14, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | MSD EIV Private LLC | Feb 11, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | Cresta SC Fund I-A LP See Endnote | Mar 31, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Valence8 PE 2022 Fund | Oct 20, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | MSD EIV Private, LLC | Jul 28, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Cresta SC Fund I-A LP | Jul 30, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Apr 10, 2026 | Sale | $50.0K+ | Filing ↗ |
| — | Valence8 PE 2022 Fund | Jul 21, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | MSD Real Estate Credit Opportunity Fund II | Aug 20, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II | Oct 27, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance LP | Mar 20, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Oct 2, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | TMG Monument Investors LCL See Endnote | Apr 3, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Caden FLV, LLC | Sep 4, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Nov 26, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Oct 17, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP See Endnote | Apr 29, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | MSD EIV Private, LLC | Sep 25, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | 26North BDC, Inc. | Mar 12, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | MSD Special Investments Fund II See Endnote | Mar 28, 2025 | Purchase | $15.0K – $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