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 7 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | SRP Continuation Partners LP | Feb 6, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | MSD Real Estate Credit Opportunity Fund II | Feb 9, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD EIV Private LLC | Feb 10, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | RCG Momentum LP | Feb 11, 2026 | Sale | $50.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II, LP | Feb 11, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | MSD EIV Private LLC | Feb 11, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund LP | Feb 12, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | NFP Continuation Partners LP | Feb 13, 2026 | Sale | $250.0K+ | Filing ↗ |
| — | Caden Opportunity Fund | Feb 19, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | RCG Ventures Fund VIII | Feb 23, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Bear Lake Operations LLC | Feb 26, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Feb 26, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | MSD Hospitality Partners LP | Feb 27, 2026 | Sale | $50.0M+ | Filing ↗ |
| — | MSD Special Investments Fund II, L.P. | Mar 11, 2026 | Sale | $50.0K+ | Filing ↗ |
| — | 26North BDC, Inc. | Mar 12, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | MSD Capital, LP | Mar 13, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | MSD Partners, L.P. | Mar 13, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | White Tip Investments LLC | Mar 17, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Double Mako Investments LLC | Mar 17, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Dawson Portfolio Finance LP | Mar 20, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | 26North BDC, Inc. | Mar 23, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. | Mar 24, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| BDC | BELDEN INC. | Mar 27, 2026 | Sale | $250.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Mar 27, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments V, LLC | Mar 27, 2026 | Sale | $250.0K+ | 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