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 |
|---|---|---|---|---|---|
| — | White Tip Investments LLC | Mar 17, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Caden Long Equity Fund | Jul 22, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | SRP Continuation Partners LP | Feb 6, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Sep 29, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. | Jul 17, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | 26North Private Equity Fund I | Jul 23, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RCG Ventures Fund VIII | Jun 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Turnbridge Equities Real Estate Fund II | Jan 28, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II | Jun 18, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | Double Mako Investments LLC | Mar 17, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | RCG Ventures Fund VIII | Mar 31, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | RCG Momentum, LP | Jun 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Arcadia Gameto Investors LP | Jul 14, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RCG Ventures Fund VIII | Sep 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Highline Investors LLC | Jul 10, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | MSD Special Investments Fund II, LP | Feb 11, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Cresta Operating Partners (Non-Op Fund) LP | Apr 1, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jun 12, 2025 | Sale | $100.0K+ | 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 ↗ |
| — | HealthQuest Tactical Opportunities LP | Jan 13, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | MSD Hospitality Partners LP | Jul 30, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | Vesper Muse LLC | Jan 29, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Aug 29, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | NFP Continuation Partners LP | Feb 13, 2026 | 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