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 X, LLC | Nov 26, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments VI, LLC | Oct 9, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments V, LLC See Endnote | Mar 26, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments V, LLC | Mar 27, 2026 | Sale | $250.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC See Endnote | Apr 4, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jan 26, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments II, LLC | Jul 15, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jan 29, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jan 29, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jul 28, 2025 | Purchase | $500.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jan 26, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments II, LLC | Oct 8, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Highline Investors LLC | Jul 10, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities LP | Jan 13, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities LP | Jan 13, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. See Endnote | Apr 29, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. See Endnote | Apr 16, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. | Mar 24, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. | Jul 17, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. | Sep 4, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund LP | Feb 12, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund L.P. | Apr 10, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Oct 2, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Oct 17, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Aug 26, 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