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 6 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | HealthQuest Tactical Opportunities Fund | Nov 4, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund | Nov 18, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | GMF Group Fund II, LLC | Jan 28, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | GMF Group Fund II, LLC | Jan 28, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | Double Mako Investments, LLC | Nov 3, 2025 | Sale | $5.0M+ | Filing ↗ |
| — | Double Mako Investments LLC | Mar 17, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Dawson Portfolio Finance LP | Mar 20, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP See Endnote | Apr 29, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP See Endnote | Mar 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP See Endnote | Mar 31, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jun 30, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jan 29, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Nov 26, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Sep 25, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Feb 26, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Sep 29, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Aug 29, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jun 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Oct 14, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jan 29, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jul 30, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Mar 31, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Cresta SC Fund I-A LP See Endnote | Mar 31, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Cresta SC Fund I-A LP | Sep 26, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Cresta SC Fund I-A LP | Mar 31, 2026 | Purchase | $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