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 2 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | RCG Momentum, LP | Jun 2, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | SRP Continuation Partners, LP | Jun 4, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jun 12, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | 26North BDC, Inc | Jun 12, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | MSD EIV Private, LLC (JRK Investments III) | Jun 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RCG Momentum, LP | Jun 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | TMG VCLR Investor, LLC | Jun 16, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | MSD Special Investments Fund II | Jun 18, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | Blue Owl Capital Inc. Class A Common Stock | Jun 20, 2025 | Sale | $5.0M+ | Filing ↗ |
| — | TMG Monument Investors LLC | Jun 20, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP | Jun 23, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | RCG Ventures Fund VIII | Jun 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jun 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | TMG Haynesville Investors, LLC | Jun 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Jun 27, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jun 30, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | 12 South Investor JV, LLC | Jul 9, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | Highline Investors LLC | Jul 10, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | Arcadia Gameto Investors LP | Jul 14, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jul 15, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II LP | Jul 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RSL Football Holdings LLC | Jul 16, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. | Jul 17, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Cotulla Aviation LP | Jul 18, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Valence8 PE 2023 Fund | Jul 21, 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