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 |
|---|---|---|---|---|---|
| — | Dawson Portfolio Finance 5 LP | Jun 30, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BDC | BELDEN INC. | Jun 27, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | RCG Ventures Fund VIII | Jun 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP | Jun 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | TMG Haynesville Investors, LLC | Jun 24, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | Cresta Royalty Partners LP | Jun 23, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | Blue Owl Capital Inc. Class A Common Stock | Jun 20, 2025 | Sale | $5.0M+ | Filing ↗ |
| — | TMG Monument Investors LLC | Jun 20, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | MSD Special Investments Fund II | Jun 18, 2025 | Purchase | $50.0K+ | Filing ↗ |
| — | MSD EIV Private, LLC (JRK Investments III) | Jun 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RCG Momentum, LP | Jun 16, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | TMG VCLR Investor, LLC | Jun 16, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| — | Kingfish Investments X, LLC | Jun 12, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | 26North BDC, Inc | Jun 12, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | SRP Continuation Partners, LP | Jun 4, 2025 | Sale | $100.0K+ | Filing ↗ |
| — | RCG Momentum, LP | Jun 2, 2025 | Purchase | $250.0K+ | Filing ↗ |
| — | Red Cell Partners | May 27, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | Red Cell Incubation Fund LP | May 27, 2025 | Sale | $500.0K+ | Filing ↗ |
| — | Dawson Portfolio Finance 5 LP See Endnote | Apr 29, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. See Endnote | Apr 29, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RCP GP Fund II, LP See Endnote | Apr 21, 2025 | Purchase | $100.0K+ | Filing ↗ |
| — | RSL Football Holdings LLC | Apr 17, 2025 | Sale | $1.0M+ | Filing ↗ |
| — | HealthQuest Tactical Opportunities Fund, L.P. See Endnote | Apr 16, 2025 | Purchase | $15.0K – $50.0K | Filing ↗ |
| — | Cotulla Aviation LP | Apr 11, 2025 | Sale | $250.0K+ | Filing ↗ |
| — | Red Cell Incubation Fund, LP See Endnote | Apr 7, 2025 | Purchase | $100.0K+ | 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