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 3 of 8 · 191 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | GMF Group Fund II, LLC | Jan 28, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | Turnbridge Equities Real Estate Fund II | Jan 28, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | GMF Group Fund II, LLC | Jan 28, 2026 | Purchase | $500.0K+ | Filing ↗ |
| — | Turnbridge Equities Real Estate Fund II | Jan 28, 2026 | Purchase | $100.0K+ | Filing ↗ |
| — | RMDC, Inc. | Jan 27, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | RMDC, Inc. | Jan 27, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Kingfish Investments II, LLC | Jan 26, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments II, LLC | Jan 26, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | MSD Special Investments Fund II, LP | Jan 20, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II, LP | Jan 20, 2026 | Purchase | $50.0K+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Jan 20, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Valence8 PE 2024 Fund | Jan 20, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities LP | Jan 13, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities LP | Jan 13, 2026 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | MSD Holdings, LP | Jan 12, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | MSD Holdings, LP | Jan 12, 2026 | Sale | $100.0K+ | Filing ↗ |
| — | Cotulla Aviation LP | Jan 9, 2026 | Sale | $1.0M+ | Filing ↗ |
| — | Cotulla Aviation LP | Jan 9, 2026 | Sale | $1.0M+ | Filing ↗ |
| BDC | BELDEN INC. | Jan 8, 2026 | Purchase | $250.0K+ | Filing ↗ |
| BDC | BELDEN INC. | Jan 8, 2026 | Purchase | $250.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jan 5, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Kingfish Investments X, LLC | Jan 5, 2026 | Sale | $500.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Nov 26, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | Kingfish Investments X, LLC | Nov 26, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | MSD Capital, LP | Nov 26, 2025 | Sale | $1.0M+ | 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