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 |
|---|---|---|---|---|---|
| — | 12 South Investor JV, LLC | Jul 9, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | 26North BDC, Inc | Jun 12, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | 26North BDC, Inc. | Mar 23, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | 26North BDC, Inc. | Mar 12, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | 26North BDC, Inc. | Sep 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | 26North BDC, Inc. | Sep 11, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | 26North Private Equity Fund I | Jul 23, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | 26North Private Equity Fund I See Endnote | Mar 28, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | 26Nova Co-Invest | Oct 14, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | AAG KP LP | Nov 13, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | ACG Cakes LP | Oct 14, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | Arcadia Gameto Investors LP | Jul 14, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Bear Lake Operations LLC | Feb 26, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Bear Lake Operations LLC | Feb 4, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | Bear Lake Operations LLC | Mar 31, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Blue Owl Capital Inc. Class A Common Stock | Jun 20, 2025 | Sale | $5.0M+ | Filing ↗ |
| — | Caden FLV, LLC | Sep 4, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Caden FLV, LLC | Aug 20, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | Caden Long Equity Fund | Jul 22, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Caden Long Equity Fund | Oct 15, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Caden Opportunity Fund | Feb 19, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Carriage House Investments LLP | Apr 15, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Carriage House Investments LLP | Sep 26, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Cotulla Aviation LP | Sep 19, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Cotulla Aviation LP | Jul 18, 2025 | Sale | $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