JP
John PhelanExec
Level II Department of The Navy · 2025-03 → 2026-04
- Chamber
- Executive branch
- Agency
- Department of The Navy
- Party
- —
- State
- —
- Trades
- 191 (87 buys · 104 sells)
- Estimated volume
- $144.4M
- Late filings
- 98% (100 of 191)
- Median filing lag
- 143 days
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $638K
- from $750K cost
- Estimated gain
- -$112K
- Down 15%
- Versus the S&P 500
- -$162K
- SPY would hold $800K
- Positions
- 1
- from 2 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | BDCMSD Investment Corp. | 2026-01-08 | $750K | $638K | -15% | 100% |
Trades that mattered most
100% of their result against the S&P 500 comes from 2 BDC buys.
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Apr 2026 | 6 | 4 |
| Mar 2026 | 6 | 12 |
| Feb 2026 | 6 | 8 |
| Jan 2026 | 16 | 14 |
| Nov 2025 | 5 | 8 |
| Oct 2025 | 11 | 7 |
| Sep 2025 | 7 | 12 |
| Aug 2025 | 2 | 7 |
| Jul 2025 | 10 | 9 |
| Jun 2025 | 8 | 8 |
| May 2025 | 0 | 2 |
| Apr 2025 | 4 | 5 |
| Mar 2025 | 6 | 8 |
Buys and sells per month as a CSV, by the month they were made.
All trades
191 of 191
JP
John Phelan
Level II Department of The Navy
Buy$500K-1M
—Cresta Royalty Partners II
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—Kingfish Investments II, LLC
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—Vesper Muse LLC
JP
John Phelan
Level II Department of The Navy
Sell$1K-15K
—Dawson Portfolio Finance 5 LP
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—Turnbridge Equities Real Estate Fund II
JP
John Phelan
Level II Department of The Navy
Buy$500K-1M
—GMF Group Fund II, LLC
JP
John Phelan
Level II Department of The Navy
Sell$500K-1M
—RMDC, Inc.
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—Kingfish Investments II, LLC
JP
John Phelan
Level II Department of The Navy
Buy$50K-100K
—MSD Special Investments Fund II, LP
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
—Valence8 PE 2024 Fund
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—HealthQuest Tactical Opportunities LP
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—MSD Holdings, LP
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—Cotulla Aviation LP
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
-21.5% vs SPY
BDCMSD Investment Corp.
JP
John Phelan
Level II Department of The Navy
Sell$500K-1M
—Kingfish Investments X, LLC
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—Red Cell Partners
JP
John Phelan
Level II Department of The Navy
Sell$500K-1M
—Red Cell Incubation Fund LP
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
—Valence8 PE 2025 Fund
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—Valence8 PE 2024 Fund
JP
John Phelan
Level II Department of The Navy
Sell$500K-1M
—Carriage House Investments LLP
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—Valence8 Cayman LP
JP
John Phelan
Level II Department of The Navy
Sell$50K-100K
—Kingfish Investments X, LLC
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—MSD Special Investments Fund L.P.
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—HealthQuest Tactical Opportunities Fund L.P.
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—RCP GP Fund II, LP
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
—Cresta Operating Partners (Non-Op Fund) LP
JP
John Phelan
Level II Department of The Navy
Buy$50K-100K
—Cresta Royalty Partners II LP
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
—Bear Lake Operations LLC
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—Cresta SC Fund I-A LP
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—Cresta Royalty Partners LP
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—Dawson Portfolio Finance 5 LP
JP
John Phelan
Level II Department of The Navy
Sell$1K-15K
—RCG Ventures Fund VIII
JP
John Phelan
Level II Department of The Navy
Buy$1.0M-5M
—Valence8 PE 2025 Fund
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—Kingfish Investments X, LLC
JP
John Phelan
Level II Department of The Navy
Sell$250K-500K
—Kingfish Investments V, LLC
JP
John Phelan
Level II Department of The Navy
Sell$250K-500K
-29.3% vs SPY
BDCMSD Investment Corp.
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—HealthQuest Tactical Opportunities Fund, L.P.
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—26North BDC, Inc.
JP
John Phelan
Level II Department of The Navy
Buy$50K-100K
—Dawson Portfolio Finance LP
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—Double Mako Investments LLC
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—White Tip Investments LLC
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—MSD Capital, LP
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—MSD Partners, L.P.
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—26North BDC, Inc.
JP
John Phelan
Level II Department of The Navy
Sell$50K-100K
—MSD Special Investments Fund II, L.P.
JP
John Phelan
Level II Department of The Navy
Buy$500K-1M
—Cresta Royalty Partners II
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—Kingfish Investments II, LLC
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—Vesper Muse LLC
JP
John Phelan
Level II Department of The Navy
Sell$1K-15K
—Dawson Portfolio Finance 5 LP
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—Turnbridge Equities Real Estate Fund II
JP
John Phelan
Level II Department of The Navy
Buy$500K-1M
—GMF Group Fund II, LLC
JP
John Phelan
Level II Department of The Navy
Sell$500K-1M
—RMDC, Inc.
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—Kingfish Investments II, LLC
JP
John Phelan
Level II Department of The Navy
Buy$50K-100K
—MSD Special Investments Fund II, LP
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
—Valence8 PE 2024 Fund
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—HealthQuest Tactical Opportunities LP
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—MSD Holdings, LP
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—Cotulla Aviation LP
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
-21.5% vs SPY
BDCMSD Investment Corp.
JP
John Phelan
Level II Department of The Navy
Sell$500K-1M
—Kingfish Investments X, LLC
JP
John Phelan
Level II Department of The Navy
Sell$500K-1M
—MSD Hospitality Partners LP
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—MSD Credit Opportunity Fund, L.P.
JP
John Phelan
Level II Department of The Navy
Sell$50K-100K
—Cresta SC Fund I-A LP
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—Dawson Portfolio Finance 5 LP
JP
John Phelan
Level II Department of The Navy
Sell$50K-100K
—MSD EIV Private, LLC
JP
John Phelan
Level II Department of The Navy
Buy$500K-1M
—Kingfish Investments II, LLC
JP
John Phelan
Level II Department of The Navy
Buy$50K-100K
—Cresta Royalty Partners LP
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—26North Private Equity Fund I
JP
John Phelan
Level II Department of The Navy
Buy$50K-100K
—Valence8 PE 2023 Fund
JP
John Phelan
Level II Department of The Navy
Buy$50K-100K
—Valence8 PE 2022 Fund
JP
John Phelan
Level II Department of The Navy
Sell$50K-100K
—Cotulla Aviation LP
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—HealthQuest Tactical Opportunities Fund, L.P.
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—RSL Football Holdings LLC
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—Cresta Royalty Partners II LP
JP
John Phelan
Level II Department of The Navy
Sell$250K-500K
—Kingfish Investments II, LLC
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—Arcadia Gameto Investors LP
JP
John Phelan
Level II Department of The Navy
Buy$1.0M-5M
—Highline Investors LLC
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
—12 South Investor JV, LLC
JP
John Phelan
Level II Department of The Navy
Sell$5.0M-25M
-71.2% vs SPY
OWLBlue Owl Capital Inc. Class A Common Stock
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—RCG Ventures Fund VIII
JP
John Phelan
Level II Department of The Navy
Sell$50K-100K
—MSD Special Investments Fund II
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
—Valence8 PE 2024 Fund
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—Valence8 PE 2023 Fund
JP
John Phelan
Level II Department of The Navy
Buy$50K-100K
—Valence8 PE 2022 Fund
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—HealthQuest Tactical Opportunities Fund
JP
John Phelan
Level II Department of The Navy
Buy$1.0M-5M
—RM Atlantic Point Marina
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—Caden Long Equity Fund
JP
John Phelan
Level II Department of The Navy
Sell$1K-15K
—Dawson Portfolio Finance 5 LP
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—Kingfish Investments VI, LLC
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—Kingfish Investments II, LLC
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—Turnbridge Real Estate Fund II
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
—Cresta Operating Partners LP
JP
John Phelan
Level II Department of The Navy
Sell$500K-1M
—Two Roads Developments LLC loan
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—HealthQuest Tactical Opportunities Fund
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—HealthQuest Tactical Opportunities Fund, L.P. See Endnote
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—Dawson Portfolio Finance 5 LP See Endnote
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—RCP GP Fund II, LP See Endnote
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—RSL Football Holdings LLC
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—HealthQuest Tactical Opportunities Fund, L.P. See Endnote
JP
John Phelan
Level II Department of The Navy
Sell$250K-500K
—Cotulla Aviation LP
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—Red Cell Incubation Fund, LP See Endnote
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—Kingfish Investments II, LLC See Endnote
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—TMG Monument Investors LCL See Endnote
JP
John Phelan
Level II Department of The Navy
Sell$1K-15K
—Dawson Portfolio Finance 5 LP See Endnote
JP
John Phelan
Level II Department of The Navy
Sell$50K-100K
—Cresta SC Fund I-A LP See Endnote
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—MSD Hospitality Partners LP
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—26North Private Equity Fund I See Endnote
JP
John Phelan
Level II Department of The Navy
Buy$1.0M-5M
—RCG Ventures Fund VIII, LP See Endnote
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—MSD Special Investments Fund II See Endnote
JP
John Phelan
Level II Department of The Navy
Sell$250K-500K
—MSD Credit Opportunity Fund, L.P. See Endnote
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—Kingfish Investments X, LLC See Endnote
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—Cresta Royalty Partners LP See Endnote
JP
John Phelan
Level II Department of The Navy
Sell$250K-500K
-35.9% vs SPY
BDCMSD Investment Corp. (BDC) See Endnote
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
—Turnbridge Real Estate Fund II See Endnote
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—Kingfish Investments V, LLC See Endnote
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—Dawson Portfolio Finance 5 LP See Endnote
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—MSD EIV Private, LLC See Endnote
—MSD Hospitality Partners LP
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
—Bear Lake Operations LLC
JP
John Phelan
Level II Department of The Navy
Sell$1K-15K
—Dawson Portfolio Finance 5 LP
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—RCG Ventures Fund VIII
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—Caden Opportunity Fund
JP
John Phelan
Level II Department of The Navy
Sell$250K-500K
—NFP Continuation Partners LP
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
—HealthQuest Tactical Opportunities Fund LP
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—MSD Special Investments Fund II, LP
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—MSD EIV Private LLC
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—MSD Real Estate Credit Opportunity Fund II
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—SRP Continuation Partners LP
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—Bear Lake Operations LLC
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—Kingfish Investments X, LLC
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—Dawson Portfolio Finance 5 LP
—MSD EIV Private LLC - Series B
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—SRP Continuation Partners LP
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—HealthQuest Tactical Opportunities Fund
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—HealthQuest Tactical Opportunities Fund
JP
John Phelan
Level II Department of The Navy
Sell$5.0M-25M
—Double Mako Investments, LLC
JP
John Phelan
Level II Department of The Navy
Sell$250K-500K
—White Tip Investments, LLC
JP
John Phelan
Level II Department of The Navy
Sell$250K-500K
—NFP Continuation Partners LP
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—Dawson Portfolio Finance 5 LP
JP
John Phelan
Level II Department of The Navy
Sell$250K-500K
—HealthQuest Tactical Opportunities Fund
JP
John Phelan
Level II Department of The Navy
Sell$50K-100K
—MSD Real Estate Credit Opportunity Fund II
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—SRP Continuation Partners LP
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—Turnbridge Real Estate Fund II
JP
John Phelan
Level II Department of The Navy
Sell$15K-50K
—RCG Ventures Fund VIII
JP
John Phelan
Level II Department of The Navy
Sell$500K-1M
—MSD Hospitality Partners LP
JP
John Phelan
Level II Department of The Navy
Sell$50K-100K
—Cresta Royalty Partners LP
JP
John Phelan
Level II Department of The Navy
Sell$1K-15K
—Dawson Portfolio Finance 5 LP
JP
John Phelan
Level II Department of The Navy
Sell$250K-500K
-32.3% vs SPY
BDCMSD Investment Corp.
JP
John Phelan
Level II Department of The Navy
Sell$50K-100K
—Cresta SC Fund I-A LP
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—Carriage House Investments LLP
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—Dawson Portfolio Finance 5 LP
JP
John Phelan
Level II Department of The Navy
Buy$250K-500K
—TMG Haynesville Investors, LLC
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—Cresta Royalty Partners II LP
JP
John Phelan
Level II Department of The Navy
Sell$1.0M-5M
—Two Roads Development LLC Loan
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—MSD EIV Private, LLC
JP
John Phelan
Level II Department of The Navy
Buy$15K-50K
—HealthQuest Tactical Opportunities Fund, L.P.
JP
John Phelan
Level II Department of The Navy
Sell$250K-500K
—NFP Continuation Partners, LP.
JP
John Phelan
Level II Department of The Navy
Sell$1K-15K
—RCG Ventures Fund VIII
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—Caden Long Equity Fund
JP
John Phelan
Level II Department of The Navy
Sell$1K-15K
—Dawson Portfolio Finance 5 LP
JP
John Phelan
Level II Department of The Navy
Sell$250K-500K
-35.5% vs SPY
BDCMSD Investment Corp.
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—TMG Haynesville Investors, LLC
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—Dawson Portfolio Finance 5 LP
JP
John Phelan
Level II Department of The Navy
Sell$1K-15K
—RCG Ventures Fund VIII
JP
John Phelan
Level II Department of The Navy
Buy$50K-100K
—Cresta Royalty Partners LP
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—TMG Monument Investors LLC
JP
John Phelan
Level II Department of The Navy
Buy$50K-100K
—MSD Special Investments Fund II
—TMG VCLR Investor, LLC
JP
John Phelan
Level II Department of The Navy
Buy$100K-250K
—MSD EIV Private, LLC (JRK Investments III)
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—Kingfish Investments X, LLC
JP
John Phelan
Level II Department of The Navy
Sell$100K-250K
—SRP Continuation Partners, LP
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
JP John Phelan Level II Department of The Navy | — | Cresta Royalty Partners II | Buy | $500K-1M | 2026-01-30 | 2026-06-05 126d | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments II, LLC | Sell | $100K-250K | 2026-01-29 | 2026-06-05 127d | — | |
JP John Phelan Level II Department of The Navy | — | Vesper Muse LLC | Buy | $15K-50K | 2026-01-29 | 2026-06-05 127d | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP | Sell | $1K-15K | 2026-01-29 | 2026-06-05 127d | — | |
JP John Phelan Level II Department of The Navy | — | Turnbridge Equities Real Estate Fund II | Buy | $100K-250K | 2026-01-28 | 2026-06-05 128d | — | |
JP John Phelan Level II Department of The Navy | — | GMF Group Fund II, LLC | Buy | $500K-1M | 2026-01-28 | 2026-06-05 128d | — | |
JP John Phelan Level II Department of The Navy | — | RMDC, Inc. | Sell | $500K-1M | 2026-01-27 | 2026-06-05 129d | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments II, LLC | Sell | $15K-50K | 2026-01-26 | 2026-06-05 130d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Special Investments Fund II, LP | Buy | $50K-100K | 2026-01-20 | 2026-06-05 136d | — | |
JP John Phelan Level II Department of The Navy | — | Valence8 PE 2024 Fund | Buy | $250K-500K | 2026-01-20 | 2026-06-05 136d | — | |
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities LP | Buy | $15K-50K | 2026-01-13 | 2026-06-05 143d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Holdings, LP | Sell | $100K-250K | 2026-01-12 | 2026-06-05 144d | — | |
JP John Phelan Level II Department of The Navy | — | Cotulla Aviation LP | Sell | $1.0M-5M | 2026-01-09 | 2026-06-05 147d | — | |
JP John Phelan Level II Department of The Navy | MSD Investment Corp. | Buy | $250K-500K | 2026-01-08 | 2026-06-05 148d | -21.5% | ||
JP John Phelan Level II Department of The Navy | — | Kingfish Investments X, LLC | Sell | $500K-1M | 2026-01-05 | 2026-06-05 151d | — | |
JP John Phelan Level II Department of The Navy | — | Red Cell Partners | Sell | $1.0M-5M | 2025-05-27 | 2026-06-05 374d | — | |
JP John Phelan Level II Department of The Navy | — | Red Cell Incubation Fund LP | Sell | $500K-1M | 2025-05-27 | 2026-06-05 374d | — | |
JP John Phelan Level II Department of The Navy | — | Valence8 PE 2025 Fund | Buy | $250K-500K | 2026-04-20 | 2026-06-04 45d | — | |
JP John Phelan Level II Department of The Navy | — | Valence8 PE 2024 Fund | Buy | $100K-250K | 2026-04-20 | 2026-06-04 45d | — | |
JP John Phelan Level II Department of The Navy | — | Carriage House Investments LLP | Sell | $500K-1M | 2026-04-15 | 2026-06-04 50d | — | |
JP John Phelan Level II Department of The Navy | — | Valence8 Cayman LP | Sell | $100K-250K | 2026-04-13 | 2026-06-04 52d | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments X, LLC | Sell | $50K-100K | 2026-04-10 | 2026-06-04 55d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Special Investments Fund L.P. | Sell | $15K-50K | 2026-04-10 | 2026-06-04 55d | — | |
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities Fund L.P. | Buy | $15K-50K | 2026-04-10 | 2026-06-04 55d | — | |
JP John Phelan Level II Department of The Navy | — | RCP GP Fund II, LP | Buy | $100K-250K | 2026-04-08 | 2026-06-04 57d | — | |
JP John Phelan Level II Department of The Navy | — | Cresta Operating Partners (Non-Op Fund) LP | Buy | $250K-500K | 2026-04-01 | 2026-06-04 64d | — | |
JP John Phelan Level II Department of The Navy | — | Cresta Royalty Partners II LP | Buy | $50K-100K | 2026-04-01 | 2026-06-04 64d | — | |
JP John Phelan Level II Department of The Navy | — | Bear Lake Operations LLC | Buy | $250K-500K | 2026-03-31 | 2026-06-04 65d | — | |
JP John Phelan Level II Department of The Navy | — | Cresta SC Fund I-A LP | Buy | $15K-50K | 2026-03-31 | 2026-06-04 65d | — | |
JP John Phelan Level II Department of The Navy | — | Cresta Royalty Partners LP | Sell | $15K-50K | 2026-03-31 | 2026-06-04 65d | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP | Sell | $15K-50K | 2026-03-31 | 2026-06-04 65d | — | |
JP John Phelan Level II Department of The Navy | — | RCG Ventures Fund VIII | Sell | $1K-15K | 2026-03-31 | 2026-06-04 65d | — | |
JP John Phelan Level II Department of The Navy | — | Valence8 PE 2025 Fund | Buy | $1.0M-5M | 2026-03-30 | 2026-06-04 66d | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments X, LLC | Sell | $1.0M-5M | 2026-03-27 | 2026-06-04 69d | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments V, LLC | Sell | $250K-500K | 2026-03-27 | 2026-06-04 69d | — | |
JP John Phelan Level II Department of The Navy | MSD Investment Corp. | Sell | $250K-500K | 2026-03-27 | 2026-06-04 69d | -29.3% | ||
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities Fund, L.P. | Buy | $15K-50K | 2026-03-24 | 2026-06-04 72d | — | |
JP John Phelan Level II Department of The Navy | — | 26North BDC, Inc. | Buy | $100K-250K | 2026-03-23 | 2026-06-04 73d | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance LP | Buy | $50K-100K | 2026-03-20 | 2026-06-04 76d | — | |
JP John Phelan Level II Department of The Navy | — | Double Mako Investments LLC | Sell | $1.0M-5M | 2026-03-17 | 2026-06-04 79d | — | |
JP John Phelan Level II Department of The Navy | — | White Tip Investments LLC | Sell | $1.0M-5M | 2026-03-17 | 2026-06-04 79d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Capital, LP | Sell | $1.0M-5M | 2026-03-13 | 2026-06-04 83d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Partners, L.P. | Sell | $1.0M-5M | 2026-03-13 | 2026-06-04 83d | — | |
JP John Phelan Level II Department of The Navy | — | 26North BDC, Inc. | Sell | $15K-50K | 2026-03-12 | 2026-06-04 84d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Special Investments Fund II, L.P. | Sell | $50K-100K | 2026-03-11 | 2026-06-04 85d | — | |
JP John Phelan Level II Department of The Navy | — | Cresta Royalty Partners II | Buy | $500K-1M | 2026-01-30 | 2026-06-04 125d | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments II, LLC | Sell | $100K-250K | 2026-01-29 | 2026-06-04 126d | — | |
JP John Phelan Level II Department of The Navy | — | Vesper Muse LLC | Buy | $15K-50K | 2026-01-29 | 2026-06-04 126d | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP | Sell | $1K-15K | 2026-01-29 | 2026-06-04 126d | — | |
JP John Phelan Level II Department of The Navy | — | Turnbridge Equities Real Estate Fund II | Buy | $100K-250K | 2026-01-28 | 2026-06-04 127d | — | |
JP John Phelan Level II Department of The Navy | — | GMF Group Fund II, LLC | Buy | $500K-1M | 2026-01-28 | 2026-06-04 127d | — | |
JP John Phelan Level II Department of The Navy | — | RMDC, Inc. | Sell | $500K-1M | 2026-01-27 | 2026-06-04 128d | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments II, LLC | Sell | $15K-50K | 2026-01-26 | 2026-06-04 129d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Special Investments Fund II, LP | Buy | $50K-100K | 2026-01-20 | 2026-06-04 135d | — | |
JP John Phelan Level II Department of The Navy | — | Valence8 PE 2024 Fund | Buy | $250K-500K | 2026-01-20 | 2026-06-04 135d | — | |
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities LP | Buy | $15K-50K | 2026-01-13 | 2026-06-04 142d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Holdings, LP | Sell | $100K-250K | 2026-01-12 | 2026-06-04 143d | — | |
JP John Phelan Level II Department of The Navy | — | Cotulla Aviation LP | Sell | $1.0M-5M | 2026-01-09 | 2026-06-04 146d | — | |
JP John Phelan Level II Department of The Navy | MSD Investment Corp. | Buy | $250K-500K | 2026-01-08 | 2026-06-04 147d | -21.5% | ||
JP John Phelan Level II Department of The Navy | — | Kingfish Investments X, LLC | Sell | $500K-1M | 2026-01-05 | 2026-06-04 150d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Hospitality Partners LP | Sell | $500K-1M | 2025-07-30 | 2026-06-04 309d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Credit Opportunity Fund, L.P. | Sell | $100K-250K | 2025-07-30 | 2026-06-04 309d | — | |
JP John Phelan Level II Department of The Navy | — | Cresta SC Fund I-A LP | Sell | $50K-100K | 2025-07-30 | 2026-06-04 309d | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP | Sell | $15K-50K | 2025-07-30 | 2026-06-04 309d | — | |
JP John Phelan Level II Department of The Navy | — | MSD EIV Private, LLC | Sell | $50K-100K | 2025-07-28 | 2026-06-04 311d | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments II, LLC | Buy | $500K-1M | 2025-07-28 | 2026-06-04 311d | — | |
JP John Phelan Level II Department of The Navy | — | Cresta Royalty Partners LP | Buy | $50K-100K | 2025-07-28 | 2026-06-04 311d | — | |
JP John Phelan Level II Department of The Navy | — | 26North Private Equity Fund I | Buy | $100K-250K | 2025-07-23 | 2026-06-04 316d | — | |
JP John Phelan Level II Department of The Navy | — | Valence8 PE 2023 Fund | Buy | $50K-100K | 2025-07-21 | 2026-06-04 318d | — | |
JP John Phelan Level II Department of The Navy | — | Valence8 PE 2022 Fund | Buy | $50K-100K | 2025-07-21 | 2026-06-04 318d | — | |
JP John Phelan Level II Department of The Navy | — | Cotulla Aviation LP | Sell | $50K-100K | 2025-07-18 | 2026-06-04 321d | — | |
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities Fund, L.P. | Buy | $15K-50K | 2025-07-17 | 2026-06-04 322d | — | |
JP John Phelan Level II Department of The Navy | — | RSL Football Holdings LLC | Sell | $1.0M-5M | 2025-07-16 | 2026-06-04 323d | — | |
JP John Phelan Level II Department of The Navy | — | Cresta Royalty Partners II LP | Buy | $100K-250K | 2025-07-16 | 2026-06-04 323d | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments II, LLC | Sell | $250K-500K | 2025-07-15 | 2026-06-04 324d | — | |
JP John Phelan Level II Department of The Navy | — | Arcadia Gameto Investors LP | Buy | $100K-250K | 2025-07-14 | 2026-06-04 325d | — | |
JP John Phelan Level II Department of The Navy | — | Highline Investors LLC | Buy | $1.0M-5M | 2025-07-10 | 2026-06-04 329d | — | |
JP John Phelan Level II Department of The Navy | — | 12 South Investor JV, LLC | Buy | $250K-500K | 2025-07-09 | 2026-06-04 330d | — | |
JP John Phelan Level II Department of The Navy | Blue Owl Capital Inc. Class A Common Stock | Sell | $5.0M-25M | 2025-06-20 | 2026-06-04 349d | -71.2% | ||
JP John Phelan Level II Department of The Navy | — | RCG Ventures Fund VIII | Sell | $15K-50K | 2025-10-30 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | MSD Special Investments Fund II | Sell | $50K-100K | 2025-10-27 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | Valence8 PE 2024 Fund | Buy | $250K-500K | 2025-10-20 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | Valence8 PE 2023 Fund | Buy | $100K-250K | 2025-10-20 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | Valence8 PE 2022 Fund | Buy | $50K-100K | 2025-10-20 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities Fund | Buy | $15K-50K | 2025-10-17 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | RM Atlantic Point Marina | Buy | $1.0M-5M | 2025-10-15 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | RCP APM Holdings LLC | Buy | $500K-1M | 2025-10-15 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | Caden Long Equity Fund | Sell | $100K-250K | 2025-10-15 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | 26Nova Co-Invest | Buy | $1.0M-5M | 2025-10-14 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | ACG Cakes LP | Buy | $1.0M-5M | 2025-10-14 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP | Sell | $1K-15K | 2025-10-14 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments VI, LLC | Sell | $1.0M-5M | 2025-10-09 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments II, LLC | Sell | $100K-250K | 2025-10-08 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | Turnbridge Real Estate Fund II | Buy | $100K-250K | 2025-10-08 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | Cresta Operating Partners LP | Buy | $250K-500K | 2025-10-08 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | Two Roads Developments LLC loan | Sell | $500K-1M | 2025-10-03 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities Fund | Buy | $15K-50K | 2025-10-02 | 2026-05-22 | — | |
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities Fund, L.P. See Endnote | Buy | $100K-250K | 2025-04-29 | 2026-05-22 388d | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP See Endnote | Sell | $15K-50K | 2025-04-29 | 2026-05-22 388d | — | |
JP John Phelan Level II Department of The Navy | — | RCP GP Fund II, LP See Endnote | Buy | $100K-250K | 2025-04-21 | 2026-05-22 396d | — | |
JP John Phelan Level II Department of The Navy | — | RSL Football Holdings LLC | Sell | $1.0M-5M | 2025-04-17 | 2026-05-22 400d | — | |
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities Fund, L.P. See Endnote | Buy | $15K-50K | 2025-04-16 | 2026-05-22 401d | — | |
JP John Phelan Level II Department of The Navy | — | Cotulla Aviation LP | Sell | $250K-500K | 2025-04-11 | 2026-05-22 406d | — | |
JP John Phelan Level II Department of The Navy | — | Red Cell Incubation Fund, LP See Endnote | Buy | $100K-250K | 2025-04-07 | 2026-05-22 410d | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments II, LLC See Endnote | Sell | $1.0M-5M | 2025-04-04 | 2026-05-22 413d | — | |
JP John Phelan Level II Department of The Navy | — | TMG Monument Investors LCL See Endnote | Sell | $15K-50K | 2025-04-03 | 2026-05-22 414d | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP See Endnote | Sell | $1K-15K | 2025-03-31 | 2026-05-22 417d | — | |
JP John Phelan Level II Department of The Navy | — | Cresta SC Fund I-A LP See Endnote | Sell | $50K-100K | 2025-03-31 | 2026-05-22 417d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Hospitality Partners LP | Sell | $1.0M-5M | 2025-03-31 | 2026-05-22 417d | — | |
JP John Phelan Level II Department of The Navy | — | 26North Private Equity Fund I See Endnote | Buy | $100K-250K | 2025-03-28 | 2026-05-22 420d | — | |
JP John Phelan Level II Department of The Navy | — | RCG Ventures Fund VIII, LP See Endnote | Buy | $1.0M-5M | 2025-03-28 | 2026-05-22 420d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Special Investments Fund II See Endnote | Buy | $15K-50K | 2025-03-28 | 2026-05-22 420d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Credit Opportunity Fund, L.P. See Endnote | Sell | $250K-500K | 2025-03-28 | 2026-05-22 420d | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments X, LLC See Endnote | Sell | $1.0M-5M | 2025-03-28 | 2026-05-22 420d | — | |
JP John Phelan Level II Department of The Navy | — | Cresta Royalty Partners LP See Endnote | Sell | $15K-50K | 2025-03-27 | 2026-05-22 421d | — | |
JP John Phelan Level II Department of The Navy | MSD Investment Corp. (BDC) See Endnote | Sell | $250K-500K | 2025-03-27 | 2026-05-22 421d | -35.9% | ||
JP John Phelan Level II Department of The Navy | — | Turnbridge Real Estate Fund II See Endnote | Buy | $250K-500K | 2025-03-26 | 2026-05-22 422d | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments V, LLC See Endnote | Sell | $1.0M-5M | 2025-03-26 | 2026-05-22 422d | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP See Endnote | Buy | $100K-250K | 2025-03-24 | 2026-05-22 424d | — | |
JP John Phelan Level II Department of The Navy | — | MSD EIV Private, LLC See Endnote | Buy | $100K-250K | 2025-03-24 | 2026-05-22 424d | — | |
JP John Phelan Level II Department of The Navy | — | MSD Hospitality Partners LP | Sell | 50M+ | 2026-02-27 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | Bear Lake Operations LLC | Buy | $250K-500K | 2026-02-26 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP | Sell | $1K-15K | 2026-02-26 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | RCG Ventures Fund VIII | Sell | $15K-50K | 2026-02-23 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | Caden Opportunity Fund | Sell | $1.0M-5M | 2026-02-19 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | NFP Continuation Partners LP | Sell | $250K-500K | 2026-02-13 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities Fund LP | Buy | $250K-500K | 2026-02-12 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | MSD Special Investments Fund II, LP | Buy | $15K-50K | 2026-02-11 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | MSD EIV Private LLC | Buy | $50K-100K | 2026-02-11 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | RCG Momentum LP | Sell | $50K-100K | 2026-02-11 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | MSD EIV Private LLC | Sell | $100K-250K | 2026-02-10 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | MSD Real Estate Credit Opportunity Fund II | Buy | $100K-250K | 2026-02-09 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | SRP Continuation Partners LP | Sell | $15K-50K | 2026-02-06 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | Bear Lake Operations LLC | Buy | $100K-250K | 2026-02-04 | 2026-04-25 | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments X, LLC | Sell | $1.0M-5M | 2025-11-26 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | MSD Capital, LP | Sell | $1.0M-5M | 2025-11-26 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP | Sell | $15K-50K | 2025-11-26 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | MSD EIV Private LLC - Series B | Buy | $1K-15K | 2025-11-20 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | SRP Continuation Partners LP | Sell | $15K-50K | 2025-11-20 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities Fund | Buy | $15K-50K | 2025-11-18 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | RCG Momentum LP | Sell | $50K-100K | 2025-11-14 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | AAG KP LP | Buy | $1.0M-5M | 2025-11-13 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | RCP GP Fund II LP | Buy | $100K-250K | 2025-11-12 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities Fund | Buy | $15K-50K | 2025-11-04 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | Double Mako Investments, LLC | Sell | $5.0M-25M | 2025-11-03 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | White Tip Investments, LLC | Sell | $250K-500K | 2025-11-03 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | NFP Continuation Partners LP | Sell | $250K-500K | 2025-11-03 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP | Sell | $15K-50K | 2025-08-29 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities Fund | Sell | $250K-500K | 2025-08-26 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | MSD Real Estate Credit Opportunity Fund II | Sell | $50K-100K | 2025-08-20 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | SRP Continuation Partners LP | Sell | $100K-250K | 2025-08-18 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | RCP GP Fund II LP | Buy | $250K-500K | 2025-08-14 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | RCG Momentum LP | Sell | $50K-100K | 2025-08-14 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | Turnbridge Real Estate Fund II | Buy | $100K-250K | 2025-08-12 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | RCG Ventures Fund VIII | Sell | $15K-50K | 2025-08-01 | 2026-03-26 | — | |
JP John Phelan Level II Department of The Navy | — | MSD Hospitality Partners LP | Sell | $500K-1M | 2025-09-30 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Cresta Royalty Partners LP | Sell | $50K-100K | 2025-09-30 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP | Sell | $1K-15K | 2025-09-29 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | MSD Investment Corp. | Sell | $250K-500K | 2025-09-26 | 2026-02-27 | -32.3% | ||
JP John Phelan Level II Department of The Navy | — | Cresta SC Fund I-A LP | Sell | $50K-100K | 2025-09-26 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Carriage House Investments LLP | Sell | $100K-250K | 2025-09-26 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | MSD EIV Private, LLC | Buy | $15K-50K | 2025-09-25 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP | Buy | $15K-50K | 2025-09-25 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | TMG Haynesville Investors, LLC | Buy | $250K-500K | 2025-09-24 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | 26North BDC, Inc. | Buy | $100K-250K | 2025-09-24 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Cotulla Aviation LP | Sell | $1.0M-5M | 2025-09-19 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Cresta Royalty Partners II LP | Buy | $100K-250K | 2025-09-18 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Two Roads Development LLC Loan | Sell | $1.0M-5M | 2025-09-15 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | 26North BDC, Inc. | Sell | $15K-50K | 2025-09-11 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | MSD EIV Private, LLC | Buy | $100K-250K | 2025-09-10 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | HealthQuest Tactical Opportunities Fund, L.P. | Buy | $15K-50K | 2025-09-04 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | NFP Continuation Partners, LP. | Sell | $250K-500K | 2025-09-04 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Caden FLV, LLC | Sell | $15K-50K | 2025-09-04 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | RCG Ventures Fund VIII | Sell | $1K-15K | 2025-09-03 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Caden FLV, LLC | Sell | $500K-1M | 2025-08-20 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Caden Long Equity Fund | Sell | $100K-250K | 2025-07-22 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP | Sell | $1K-15K | 2025-06-30 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | MSD Investment Corp. | Sell | $250K-500K | 2025-06-27 | 2026-02-27 | -35.5% | ||
JP John Phelan Level II Department of The Navy | — | TMG Haynesville Investors, LLC | Buy | $100K-250K | 2025-06-24 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Dawson Portfolio Finance 5 LP | Buy | $100K-250K | 2025-06-24 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | RCG Ventures Fund VIII | Sell | $1K-15K | 2025-06-24 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Cresta Royalty Partners LP | Buy | $50K-100K | 2025-06-23 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | TMG Monument Investors LLC | Sell | $100K-250K | 2025-06-20 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | MSD Special Investments Fund II | Buy | $50K-100K | 2025-06-18 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | TMG VCLR Investor, LLC | Buy | $1K-15K | 2025-06-16 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | RCG Momentum, LP | Buy | $100K-250K | 2025-06-16 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | MSD EIV Private, LLC (JRK Investments III) | Buy | $100K-250K | 2025-06-16 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | Kingfish Investments X, LLC | Sell | $100K-250K | 2025-06-12 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | 26North BDC, Inc | Sell | $15K-50K | 2025-06-12 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | SRP Continuation Partners, LP | Sell | $100K-250K | 2025-06-04 | 2026-02-27 | — | |
JP John Phelan Level II Department of The Navy | — | RCG Momentum, LP | Buy | $250K-500K | 2025-06-02 | 2026-02-27 | — |