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 3 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | RCG Ventures Fund VIII | Oct 30, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | RCG Momentum, LP | Jun 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RCG Momentum, LP | Jun 2, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | RCG Momentum LP | Nov 14, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | RCG Momentum LP | Feb 11, 2026 | Sale | $50.0K+ | Filing ↗ |
| — | RCG Momentum LP | Aug 14, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | NFP Continuation Partners, LP. | Sep 4, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | NFP Continuation Partners LP | Feb 13, 2026 | Sale | $250.0K+ | Filing ↗ |
| — | NFP Continuation Partners LP | Nov 3, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | MSD Special Investments Fund L.P. | Apr 10, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | MSD Special Investments Fund II, LP | Feb 11, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | MSD Special Investments Fund II, LP | Jan 20, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II, LP | Jan 20, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II, L.P. | Mar 11, 2026 | Sale | $50.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II See Endnote | Mar 28, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | MSD Special Investments Fund II | Jun 18, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II | Oct 27, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | MSD Real Estate Credit Opportunity Fund II | Feb 9, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD Real Estate Credit Opportunity Fund II | Aug 20, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | MSD Partners, L.P. | Mar 13, 2026 | Sale | $1.0M+ | Filing ↗ |
| BDC | BELDEN INC. | Mar 27, 2025 | Sale | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Mar 27, 2026 | Sale | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Jan 8, 2026 | Purchase | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Jan 8, 2026 | Purchase | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Jun 27, 2025 | Sale | $250.0K+ | 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