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 6 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | RCG Ventures Fund VIII | Oct 30, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Cresta SC Fund I-A LP | Mar 31, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jul 30, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | NFP Continuation Partners LP | Nov 3, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Nov 18, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Cotulla Aviation LP | Jan 9, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | SRP Continuation Partners, LP | Jun 4, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Cresta SC Fund I-A LP See Endnote | Mar 31, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Caden Long Equity Fund | Oct 15, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II LP | Jul 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Jan 20, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Valence8 PE 2022 Fund | Oct 20, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | RSL Football Holdings LLC | Jul 16, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | MSD Capital, LP | Mar 13, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | MSD EIV Private, LLC | Jul 28, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | SRP Continuation Partners LP | Aug 18, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP See Endnote | Mar 31, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Cresta SC Fund I-A LP | Jul 30, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | RCP GP Fund II, LP | Apr 8, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | GMF Group Fund II, LLC | Jan 28, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | ACG Cakes LP | Oct 14, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | RCP APM Holdings LLC | Oct 15, 2025 | Purchase | $500.0K+ | Filing ↗ |
| — | MSD Partners, L.P. | Mar 13, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund L.P. | Apr 10, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments X, LLC | Apr 10, 2026 | 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