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 4 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | HealthQuest Tactical Opportunities Fund | Aug 26, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | 26Nova Co-Invest | Oct 14, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | Vesper Muse LLC | Jan 29, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Cresta Royalty Partners II LP | Apr 1, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | Double Mako Investments, LLC | Nov 3, 2025 | Sale | $5.0M+ | Filing ↗ |
| — | Valence8 PE 2023 Fund | Oct 20, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jun 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | TMG Haynesville Investors, LLC | Jun 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RM Atlantic Point Marina | Oct 15, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | MSD EIV Private LLC | Feb 10, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II, LP | Jan 20, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP | Mar 31, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Cresta SC Fund I-A LP | Sep 26, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP See Endnote | Mar 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD Holdings, LP | Jan 12, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | AAG KP LP | Nov 13, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | RMDC, Inc. | Jan 27, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Oct 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Kingfish Investments V, LLC See Endnote | Mar 26, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jan 5, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | White Tip Investments, LLC | Nov 3, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Carriage House Investments LLP | Apr 15, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Blue Owl Capital Inc. Class A Common Stock | Jun 20, 2025 | Sale | $5.0M+ | Filing ↗ |
| — | Caden FLV, LLC | Aug 20, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP | Jul 28, 2025 | Purchase | $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