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 5 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | HealthQuest Tactical Opportunities Fund | Oct 17, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Valence8 PE 2023 Fund | Oct 20, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Valence8 PE 2022 Fund | Oct 20, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Oct 20, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II | Oct 27, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | RCG Ventures Fund VIII | Oct 30, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Double Mako Investments, LLC | Nov 3, 2025 | Sale | $5.0M+ | Filing ↗ |
| — | White Tip Investments, LLC | Nov 3, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | NFP Continuation Partners LP | Nov 3, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Nov 4, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | RCP GP Fund II LP | Nov 12, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | AAG KP LP | Nov 13, 2025 | Purchase | $1.0M+ | Filing ↗ |
| — | RCG Momentum LP | Nov 14, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Nov 18, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | MSD EIV Private LLC - Series B | Nov 20, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | SRP Continuation Partners LP | Nov 20, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Nov 26, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments X, LLC | Nov 26, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | MSD Capital, LP | Nov 26, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jan 5, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jan 5, 2026 | Sale | $500.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Jan 8, 2026 | Purchase | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Jan 8, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Cotulla Aviation LP | Jan 9, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Cotulla Aviation LP | Jan 9, 2026 | 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