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 |
|---|---|---|---|---|---|
| — | MSD Hospitality Partners LP | Feb 27, 2026 | Sale | $50.0M+ | Filing ↗ |
| — | Double Mako Investments, LLC | Nov 3, 2025 | Sale | $5.0M+ | Filing ↗ |
| — | Blue Owl Capital Inc. Class A Common Stock | Jun 20, 2025 | Sale | $5.0M+ | Filing ↗ |
| — | Kingfish Investments VI, LLC | Oct 9, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | RSL Football Holdings LLC | Apr 17, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Mar 27, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Cotulla Aviation LP | Sep 19, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Two Roads Development LLC Loan | Sep 15, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | MSD Hospitality Partners LP | Mar 31, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | White Tip Investments LLC | Mar 17, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Double Mako Investments LLC | Mar 17, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Highline Investors LLC | Jul 10, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | 26Nova Co-Invest | Oct 14, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | RM Atlantic Point Marina | Oct 15, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | AAG KP LP | Nov 13, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | Kingfish Investments V, LLC See Endnote | Mar 26, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Caden Opportunity Fund | Feb 19, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | RCG Ventures Fund VIII, LP See Endnote | Mar 28, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | Cotulla Aviation LP | Jan 9, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | RSL Football Holdings LLC | Jul 16, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | MSD Capital, LP | Mar 13, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | ACG Cakes LP | Oct 14, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | MSD Partners, L.P. | Mar 13, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Valence8 PE 2025 Fund | Mar 30, 2026 | Purchase | $1.0M+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Nov 26, 2025 | Sale | $1.0M+ | 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