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 |
|---|---|---|---|---|---|
| — | Cresta SC Fund I-A LP | Jul 30, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP See Endnote | Mar 27, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Cresta Royalty Partners LP | Sep 30, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP | Mar 31, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Cresta Royalty Partners LP | Jul 28, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP | Jun 23, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II LP | Sep 18, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II LP | Apr 1, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II LP | Jul 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II | Jan 30, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | Cresta Royalty Partners II | Jan 30, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | Cresta Operating Partners LP | Oct 8, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | Cresta Operating Partners (Non-Op Fund) LP | Apr 1, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Cotulla Aviation LP | Sep 19, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Cotulla Aviation LP | Jul 18, 2025 | Sale | $50.0K+ | Filing ↗ |
| — | Cotulla Aviation LP | Apr 11, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Cotulla Aviation LP | Jan 9, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Cotulla Aviation LP | Jan 9, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Carriage House Investments LLP | Apr 15, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Carriage House Investments LLP | Sep 26, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Caden Opportunity Fund | Feb 19, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Caden Long Equity Fund | Jul 22, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Caden Long Equity Fund | Oct 15, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | Caden FLV, LLC | Sep 4, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Caden FLV, LLC | Aug 20, 2025 | Sale | $500.0K+ | 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