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 4 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Two Roads Development LLC Loan | Sep 15, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Cresta Royalty Partners II LP | Sep 18, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Cotulla Aviation LP | Sep 19, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | TMG Haynesville Investors, LLC | Sep 24, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | 26North BDC, Inc. | Sep 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD EIV Private, LLC | Sep 25, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Sep 25, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Cresta SC Fund I-A LP | Sep 26, 2025 | Sale | $50.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Sep 26, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Carriage House Investments LLP | Sep 26, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Sep 29, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Cresta Royalty Partners LP | Sep 30, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | MSD Hospitality Partners LP | Sep 30, 2025 | Sale | $500.0K+ | 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 ↗ |
| — | Turnbridge Real Estate Fund II | Oct 8, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Oct 8, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Cresta Operating Partners LP | Oct 8, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | Kingfish Investments VI, LLC | Oct 9, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | 26Nova Co-Invest | Oct 14, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Oct 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | ACG Cakes LP | Oct 14, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | RM Atlantic Point Marina | Oct 15, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | Caden Long Equity Fund | Oct 15, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | RCP APM Holdings LLC | Oct 15, 2025 | Purchase | $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