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 |
|---|---|---|---|---|---|
| — | Caden Opportunity Fund | Feb 19, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Bear Lake Operations LLC | Feb 4, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP See Endnote | Mar 27, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | MSD EIV Private, LLC See Endnote | Mar 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RCG Ventures Fund VIII, LP See Endnote | Mar 28, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | TMG Monument Investors LLC | Jun 20, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Nov 4, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | MSD Hospitality Partners LP | Feb 27, 2026 | Sale | $50.0M+ | Filing ↗ |
| — | RCP GP Fund II LP | Aug 14, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | RCG Ventures Fund VIII | Feb 23, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Red Cell Incubation Fund, LP See Endnote | Apr 7, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Bear Lake Operations LLC | Mar 31, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP | Jun 23, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | 26North BDC, Inc. | Sep 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | NFP Continuation Partners, LP. | Sep 4, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jan 29, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II | Jan 30, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | RCG Ventures Fund VIII | Aug 1, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments II, LLC | Jan 29, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Turnbridge Real Estate Fund II | Oct 8, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Cotulla Aviation LP | Apr 11, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II, LP | Jan 20, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | RCG Momentum LP | Aug 14, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | MSD EIV Private LLC | Feb 11, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jan 29, 2026 | Sale | $1.0K – $15.0K | 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