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 8 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | MSD Capital, LP | Nov 26, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Cresta Royalty Partners II | Jan 30, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | MSD Hospitality Partners LP | Sep 30, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | Carriage House Investments LLP | Sep 26, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC See Endnote | Mar 28, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | RCG Momentum, LP | Jun 2, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | Cresta Operating Partners LP | Oct 8, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | TMG VCLR Investor, LLC | Jun 16, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | Red Cell Incubation Fund LP | May 27, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. See Endnote | Apr 16, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | 26North Private Equity Fund I See Endnote | Mar 28, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD Special Investments Fund L.P. | Apr 10, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Valence8 Cayman LP | Apr 13, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance LP | Mar 20, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | Turnbridge Equities Real Estate Fund II | Jan 28, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC See Endnote | Apr 4, 2025 | Sale | $1.0M+ | 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