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 1 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BDC | BELDEN INC. | Mar 27, 2026 | Sale | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Jan 8, 2026 | Purchase | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Mar 27, 2025 | Sale | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Jan 8, 2026 | Purchase | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Jun 27, 2025 | Sale | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Sep 26, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Kingfish Investments VI, LLC | Oct 9, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | MSD EIV Private, LLC (JRK Investments III) | Jun 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jan 5, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | MSD Real Estate Credit Opportunity Fund II | Feb 9, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Oct 2, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Two Roads Developments LLC loan | Oct 3, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jun 30, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Valence8 PE 2023 Fund | Jul 21, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II, L.P. | Mar 11, 2026 | Sale | $50.0K+ | Filing ↗ |
| — | MSD Credit Opportunity Fund, L.P. | Jul 30, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | TMG Monument Investors LCL See Endnote | Apr 3, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jan 29, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | RSL Football Holdings LLC | Apr 17, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | 12 South Investor JV, LLC | Jul 9, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | Caden FLV, LLC | Sep 4, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Nov 26, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Oct 17, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments X, LLC | Mar 27, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | RMDC, Inc. | Jan 27, 2026 | Sale | $500.0K+ | 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