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 1 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | White Tip Investments, LLC | Nov 3, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | White Tip Investments LLC | Mar 17, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Vesper Muse LLC | Jan 29, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Vesper Muse LLC | Jan 29, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Valence8 PE 2025 Fund | Apr 20, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Valence8 PE 2025 Fund | Mar 30, 2026 | Purchase | $1.0M+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Jan 20, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Jan 20, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Apr 20, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Oct 20, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | Valence8 PE 2023 Fund | Jul 21, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | Valence8 PE 2023 Fund | Oct 20, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Valence8 PE 2022 Fund | Oct 20, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | Valence8 PE 2022 Fund | Jul 21, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | Valence8 Cayman LP | Apr 13, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Two Roads Developments LLC loan | Oct 3, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | Two Roads Development LLC Loan | Sep 15, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Turnbridge Real Estate Fund II See Endnote | Mar 26, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | Turnbridge Real Estate Fund II | Oct 8, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Turnbridge Real Estate Fund II | Aug 12, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Turnbridge Equities Real Estate Fund II | Jan 28, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | Turnbridge Equities Real Estate Fund II | Jan 28, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | TMG VCLR Investor, LLC | Jun 16, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | TMG Monument Investors LLC | Jun 20, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | TMG Monument Investors LCL See Endnote | Apr 3, 2025 | 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