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 8 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | Valence8 PE 2025 Fund | Mar 30, 2026 | Purchase | $1.0M+ | Filing ↗ |
| — | RCG Ventures Fund VIII | Mar 31, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Cresta Royalty Partners LP | Mar 31, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Bear Lake Operations LLC | Mar 31, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Cresta SC Fund I-A LP | Mar 31, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Mar 31, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Cresta Operating Partners (Non-Op Fund) LP | Apr 1, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II LP | Apr 1, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | RCP GP Fund II, LP | Apr 8, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund L.P. | Apr 10, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments X, LLC | Apr 10, 2026 | Sale | $50.0K+ | Filing ↗ |
| — | MSD Special Investments Fund L.P. | Apr 10, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Valence8 Cayman LP | Apr 13, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Carriage House Investments LLP | Apr 15, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Valence8 PE 2025 Fund | Apr 20, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Apr 20, 2026 | Purchase | $100.0K+ | 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