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 |
|---|---|---|---|---|---|
| BDC | BELDEN INC. | Sep 26, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | MSD Hospitality Partners LP | Mar 31, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | MSD Hospitality Partners LP | Jul 30, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | MSD Hospitality Partners LP | Feb 27, 2026 | Sale | $50.0M+ | Filing ↗ |
| — | MSD Hospitality Partners LP | Sep 30, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | MSD Holdings, LP | Jan 12, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | MSD Holdings, LP | Jan 12, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | MSD EIV Private, LLC See Endnote | Mar 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD EIV Private, LLC (JRK Investments III) | Jun 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD EIV Private, LLC | Sep 25, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | MSD EIV Private, LLC | Jul 28, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | MSD EIV Private, LLC | Sep 10, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | MSD EIV Private LLC - Series B | Nov 20, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | MSD EIV Private LLC | Feb 10, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | MSD EIV Private LLC | Feb 11, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | MSD Credit Opportunity Fund, L.P. See Endnote | Mar 28, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | MSD Credit Opportunity Fund, L.P. | Jul 30, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | MSD Capital, LP | Mar 13, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | MSD Capital, LP | Nov 26, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments X, LLC See Endnote | Mar 28, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jan 5, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Mar 27, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jun 12, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jan 5, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Apr 10, 2026 | Sale | $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