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 |
|---|---|---|---|---|---|
| — | HealthQuest Tactical Opportunities Fund, L.P. | Mar 24, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Sep 25, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities LP | Jan 13, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | SRP Continuation Partners LP | Feb 6, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. | Jul 17, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | MSD Special Investments Fund II, LP | Feb 11, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments II, LLC | Jan 26, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities LP | Jan 13, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Vesper Muse LLC | Jan 29, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Aug 29, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Vesper Muse LLC | Jan 29, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Cresta Royalty Partners LP | Mar 31, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Cresta Royalty Partners LP See Endnote | Mar 27, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Nov 4, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | RCG Ventures Fund VIII | Feb 23, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | RCG Ventures Fund VIII | Aug 1, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | RCG Ventures Fund VIII | Oct 30, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Cresta SC Fund I-A LP | Mar 31, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jul 30, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Nov 18, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund L.P. | Apr 10, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. | Sep 4, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | 26North BDC, Inc. | Sep 11, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments II, LLC | Jan 26, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Mar 31, 2026 | Sale | $15.0K – $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