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 1 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Dawson Portfolio Finance 5 LP | Jun 30, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jan 29, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Feb 26, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Sep 29, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | RCG Ventures Fund VIII | Jun 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | RCG Ventures Fund VIII | Mar 31, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | RCG Ventures Fund VIII | Sep 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Oct 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jan 29, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP See Endnote | Mar 31, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | MSD EIV Private LLC - Series B | Nov 20, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | TMG VCLR Investor, LLC | Jun 16, 2025 | Purchase | $1.0K – $15.0K | 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 ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. | Mar 24, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Sep 25, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities LP | Jan 13, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | SRP Continuation Partners LP | Feb 6, 2026 | Sale | $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