JP
FORMER OFFICIAL

John Phelan

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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.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
BDC
BELDEN INC.
Jan 8, 2026Nov 6, 2026-14.8%+7.5%-22.3%
BDC
BELDEN INC.
Jan 8, 2026Nov 6, 2026-14.8%+7.5%-22.3%
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
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HealthQuest Tactical Opportunities Fund
Nov 4, 2025Purchase$15.0K – $50.0KFiling ↗
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HealthQuest Tactical Opportunities Fund
Nov 18, 2025Purchase$15.0K – $50.0KFiling ↗
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GMF Group Fund II, LLC
Jan 28, 2026Purchase$500.0K+Filing ↗
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GMF Group Fund II, LLC
Jan 28, 2026Purchase$500.0K+Filing ↗
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Double Mako Investments, LLC
Nov 3, 2025Sale$5.0M+Filing ↗
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Double Mako Investments LLC
Mar 17, 2026Sale$1.0M+Filing ↗
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Dawson Portfolio Finance LP
Mar 20, 2026Purchase$50.0K+Filing ↗
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Dawson Portfolio Finance 5 LP See Endnote
Apr 29, 2025Sale$15.0K – $50.0KFiling ↗
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Dawson Portfolio Finance 5 LP See Endnote
Mar 24, 2025Purchase$100.0K+Filing ↗
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Dawson Portfolio Finance 5 LP See Endnote
Mar 31, 2025Sale$1.0K – $15.0KFiling ↗
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Dawson Portfolio Finance 5 LP
Jun 30, 2025Sale$1.0K – $15.0KFiling ↗
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Dawson Portfolio Finance 5 LP
Jan 29, 2026Sale$1.0K – $15.0KFiling ↗
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Dawson Portfolio Finance 5 LP
Nov 26, 2025Sale$15.0K – $50.0KFiling ↗
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Dawson Portfolio Finance 5 LP
Sep 25, 2025Purchase$15.0K – $50.0KFiling ↗
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Dawson Portfolio Finance 5 LP
Feb 26, 2026Sale$1.0K – $15.0KFiling ↗
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Dawson Portfolio Finance 5 LP
Sep 29, 2025Sale$1.0K – $15.0KFiling ↗
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Dawson Portfolio Finance 5 LP
Aug 29, 2025Sale$15.0K – $50.0KFiling ↗
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Dawson Portfolio Finance 5 LP
Jun 24, 2025Purchase$100.0K+Filing ↗
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Dawson Portfolio Finance 5 LP
Oct 14, 2025Sale$1.0K – $15.0KFiling ↗
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Dawson Portfolio Finance 5 LP
Jan 29, 2026Sale$1.0K – $15.0KFiling ↗
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Dawson Portfolio Finance 5 LP
Jul 30, 2025Sale$15.0K – $50.0KFiling ↗
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Dawson Portfolio Finance 5 LP
Mar 31, 2026Sale$15.0K – $50.0KFiling ↗
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Cresta SC Fund I-A LP See Endnote
Mar 31, 2025Sale$50.0K+Filing ↗
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Cresta SC Fund I-A LP
Sep 26, 2025Sale$50.0K+Filing ↗
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Cresta SC Fund I-A LP
Mar 31, 2026Purchase$15.0K – $50.0KFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
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