MetaCap

John Phelan Stock Trades

Secretary of the Navy

Trades on file
191
Buys / sells
87 / 104
Last trade
Apr 20, 2026
Typical amount
$100,001 – $250,000

John Phelan's trading activity

John Phelan has 191 stock and securities transactions on file in periodic transaction reports filed under the STOCK Act. The most frequently reported tickers are BDC (6 trades) and OWL (1 trade). Across all reported trades, 87 were purchases and 104 were sales (full or partial).

The most recent reported transaction is dated Apr 20, 2026, and the latest report was filed on Jun 5, 2026. The most common reported amount range is $100,001 – $250,000; the forms list value ranges rather than exact amounts.

Summary generated from market data by MetaCap's automated system. Methodology

Trades by year

John Phelan trades by year
YearTrades
202672
2025119

Stocks John Phelan trades most

Stocks most traded by John Phelan
StockTradesBuysSells
BDCBelden624
OWLBlue Owl Capital101

John Phelan trade history

Stock trades disclosed by John Phelan
AssetTypeAmountTradedFiling
Valence8 PE 2024 FundfundBuy$100,001 – $250,000Apr 20, 2026Filing for John Phelan Valence8 PE 2024 Fund trade
Valence8 PE 2025 FundfundBuy$250,001 – $500,000Apr 20, 2026Filing for John Phelan Valence8 PE 2025 Fund trade
Carriage House Investments LLPstockSell$500,001 – $1,000,000Apr 15, 2026Filing for John Phelan Carriage House Investments LLP trade
Valence8 Cayman LPotherSell$100,001 – $250,000Apr 13, 2026Filing for John Phelan Valence8 Cayman LP trade
HealthQuest Tactical Opportunities Fund L.P.fundBuy$15,001 – $50,000Apr 10, 2026Filing for John Phelan HealthQuest Tactical Opportunities Fund L.P. trade
MSD Special Investments Fund L.P.fundSell$15,001 – $50,000Apr 10, 2026Filing for John Phelan MSD Special Investments Fund L.P. trade
Kingfish Investments X, LLCotherSell$50,001 – $100,000Apr 10, 2026Filing for John Phelan Kingfish Investments X, LLC trade
RCP GP Fund II, LPfundBuy$100,001 – $250,000Apr 8, 2026Filing for John Phelan RCP GP Fund II, LP trade
Cresta Royalty Partners II LPotherBuy$50,001 – $100,000Apr 1, 2026Filing for John Phelan Cresta Royalty Partners II LP trade
Cresta Operating Partners (Non-Op Fund) LPfundBuy$250,001 – $500,000Apr 1, 2026Filing for John Phelan Cresta Operating Partners (Non-Op Fund) LP trade
RCG Ventures Fund VIIIfundSell$1,001 – $15,000Mar 31, 2026Filing for John Phelan RCG Ventures Fund VIII trade
Dawson Portfolio Finance 5 LPfundSell$15,001 – $50,000Mar 31, 2026Filing for John Phelan Dawson Portfolio Finance 5 LP trade
Cresta Royalty Partners LPotherSell$15,001 – $50,000Mar 31, 2026Filing for John Phelan Cresta Royalty Partners LP trade
Cresta SC Fund I-A LPfundBuy$15,001 – $50,000Mar 31, 2026Filing for John Phelan Cresta SC Fund I-A LP trade
Bear Lake Operations LLCotherBuy$250,001 – $500,000Mar 31, 2026Filing for John Phelan Bear Lake Operations LLC trade
Valence8 PE 2025 FundfundBuy$1,000,001 – $5,000,000Mar 30, 2026Filing for John Phelan Valence8 PE 2025 Fund trade
BDCBelden IncSell$250,001 – $500,000Mar 27, 2026Filing for John Phelan BDC trade
Kingfish Investments V, LLCotherSell$250,001 – $500,000Mar 27, 2026Filing for John Phelan Kingfish Investments V, LLC trade
Kingfish Investments X, LLCotherSell$1,000,001 – $5,000,000Mar 27, 2026Filing for John Phelan Kingfish Investments X, LLC trade
HealthQuest Tactical Opportunities Fund, L.P.fundBuy$15,001 – $50,000Mar 24, 2026Filing for John Phelan HealthQuest Tactical Opportunities Fund, L.P. trade
26North BDC, Inc.stockBuy$100,001 – $250,000Mar 23, 2026Filing for John Phelan 26North BDC, Inc. trade
Dawson Portfolio Finance LPfundBuy$50,001 – $100,000Mar 20, 2026Filing for John Phelan Dawson Portfolio Finance LP trade
White Tip Investments LLCotherSell$1,000,001 – $5,000,000Mar 17, 2026Filing for John Phelan White Tip Investments LLC trade
Double Mako Investments LLCotherSell$1,000,001 – $5,000,000Mar 17, 2026Filing for John Phelan Double Mako Investments LLC trade
MSD Partners, L.P.otherSell$1,000,001 – $5,000,000Mar 13, 2026Filing for John Phelan MSD Partners, L.P. trade
MSD Capital, LPotherSell$1,000,001 – $5,000,000Mar 13, 2026Filing for John Phelan MSD Capital, LP trade
26North BDC, Inc.stockSell$15,001 – $50,000Mar 12, 2026Filing for John Phelan 26North BDC, Inc. trade
MSD Special Investments Fund II, L.P.fundSell$50,001 – $100,000Mar 11, 2026Filing for John Phelan MSD Special Investments Fund II, L.P. trade
MSD Hospitality Partners LPotherSellOver $50,000,000Feb 27, 2026Filing for John Phelan MSD Hospitality Partners LP trade
Dawson Portfolio Finance 5 LPfundSell$1,001 – $15,000Feb 26, 2026Filing for John Phelan Dawson Portfolio Finance 5 LP trade
Bear Lake Operations LLCotherBuy$250,001 – $500,000Feb 26, 2026Filing for John Phelan Bear Lake Operations LLC trade
RCG Ventures Fund VIIIfundSell$15,001 – $50,000Feb 23, 2026Filing for John Phelan RCG Ventures Fund VIII trade
Caden Opportunity FundfundSell$1,000,001 – $5,000,000Feb 19, 2026Filing for John Phelan Caden Opportunity Fund trade
NFP Continuation Partners LPotherSell$250,001 – $500,000Feb 13, 2026Filing for John Phelan NFP Continuation Partners LP trade
HealthQuest Tactical Opportunities Fund LPfundBuy$250,001 – $500,000Feb 12, 2026Filing for John Phelan HealthQuest Tactical Opportunities Fund LP trade
RCG Momentum LPotherSell$50,001 – $100,000Feb 11, 2026Filing for John Phelan RCG Momentum LP trade
MSD EIV Private LLCotherBuy$50,001 – $100,000Feb 11, 2026Filing for John Phelan MSD EIV Private LLC trade
MSD Special Investments Fund II, LPfundBuy$15,001 – $50,000Feb 11, 2026Filing for John Phelan MSD Special Investments Fund II, LP trade
MSD EIV Private LLCotherSell$100,001 – $250,000Feb 10, 2026Filing for John Phelan MSD EIV Private LLC trade
MSD Real Estate Credit Opportunity Fund IIfundBuy$100,001 – $250,000Feb 9, 2026Filing for John Phelan MSD Real Estate Credit Opportunity Fund II trade
SRP Continuation Partners LPotherSell$15,001 – $50,000Feb 6, 2026Filing for John Phelan SRP Continuation Partners LP trade
Bear Lake Operations LLCotherBuy$100,001 – $250,000Feb 4, 2026Filing for John Phelan Bear Lake Operations LLC trade
Cresta Royalty Partners IIotherBuy$500,001 – $1,000,000Jan 30, 2026Filing for John Phelan Cresta Royalty Partners II trade
Cresta Royalty Partners IIotherBuy$500,001 – $1,000,000Jan 30, 2026Filing for John Phelan Cresta Royalty Partners II trade
Dawson Portfolio Finance 5 LPfundSell$1,001 – $15,000Jan 29, 2026Filing for John Phelan Dawson Portfolio Finance 5 LP trade
Vesper Muse LLCotherBuy$15,001 – $50,000Jan 29, 2026Filing for John Phelan Vesper Muse LLC trade
Kingfish Investments II, LLCotherSell$100,001 – $250,000Jan 29, 2026Filing for John Phelan Kingfish Investments II, LLC trade
Dawson Portfolio Finance 5 LPfundSell$1,001 – $15,000Jan 29, 2026Filing for John Phelan Dawson Portfolio Finance 5 LP trade
Vesper Muse LLCotherBuy$15,001 – $50,000Jan 29, 2026Filing for John Phelan Vesper Muse LLC trade
Kingfish Investments II, LLCotherSell$100,001 – $250,000Jan 29, 2026Filing for John Phelan Kingfish Investments II, LLC trade
GMF Group Fund II, LLCfundBuy$500,001 – $1,000,000Jan 28, 2026Filing for John Phelan GMF Group Fund II, LLC trade
Turnbridge Equities Real Estate Fund IIfundBuy$100,001 – $250,000Jan 28, 2026Filing for John Phelan Turnbridge Equities Real Estate Fund II trade
GMF Group Fund II, LLCfundBuy$500,001 – $1,000,000Jan 28, 2026Filing for John Phelan GMF Group Fund II, LLC trade
Turnbridge Equities Real Estate Fund IIfundBuy$100,001 – $250,000Jan 28, 2026Filing for John Phelan Turnbridge Equities Real Estate Fund II trade
RMDC, Inc.stockSell$500,001 – $1,000,000Jan 27, 2026Filing for John Phelan RMDC, Inc. trade
RMDC, Inc.stockSell$500,001 – $1,000,000Jan 27, 2026Filing for John Phelan RMDC, Inc. trade
Kingfish Investments II, LLCotherSell$15,001 – $50,000Jan 26, 2026Filing for John Phelan Kingfish Investments II, LLC trade
Kingfish Investments II, LLCotherSell$15,001 – $50,000Jan 26, 2026Filing for John Phelan Kingfish Investments II, LLC trade
Valence8 PE 2024 FundfundBuy$250,001 – $500,000Jan 20, 2026Filing for John Phelan Valence8 PE 2024 Fund trade
MSD Special Investments Fund II, LPfundBuy$50,001 – $100,000Jan 20, 2026Filing for John Phelan MSD Special Investments Fund II, LP trade
Valence8 PE 2024 FundfundBuy$250,001 – $500,000Jan 20, 2026Filing for John Phelan Valence8 PE 2024 Fund trade
MSD Special Investments Fund II, LPfundBuy$50,001 – $100,000Jan 20, 2026Filing for John Phelan MSD Special Investments Fund II, LP trade
HealthQuest Tactical Opportunities LPotherBuy$15,001 – $50,000Jan 13, 2026Filing for John Phelan HealthQuest Tactical Opportunities LP trade
HealthQuest Tactical Opportunities LPotherBuy$15,001 – $50,000Jan 13, 2026Filing for John Phelan HealthQuest Tactical Opportunities LP trade
MSD Holdings, LPotherSell$100,001 – $250,000Jan 12, 2026Filing for John Phelan MSD Holdings, LP trade
MSD Holdings, LPotherSell$100,001 – $250,000Jan 12, 2026Filing for John Phelan MSD Holdings, LP trade
Cotulla Aviation LPotherSell$1,000,001 – $5,000,000Jan 9, 2026Filing for John Phelan Cotulla Aviation LP trade
Cotulla Aviation LPotherSell$1,000,001 – $5,000,000Jan 9, 2026Filing for John Phelan Cotulla Aviation LP trade
BDCBelden IncBuy$250,001 – $500,000Jan 8, 2026Filing for John Phelan BDC trade
BDCBelden IncBuy$250,001 – $500,000Jan 8, 2026Filing for John Phelan BDC trade
Kingfish Investments X, LLCotherSell$500,001 – $1,000,000Jan 5, 2026Filing for John Phelan Kingfish Investments X, LLC trade
Kingfish Investments X, LLCotherSell$500,001 – $1,000,000Jan 5, 2026Filing for John Phelan Kingfish Investments X, LLC trade
Dawson Portfolio Finance 5 LPfundSell$15,001 – $50,000Nov 26, 2025Filing for John Phelan Dawson Portfolio Finance 5 LP trade
MSD Capital, LPotherSell$1,000,001 – $5,000,000Nov 26, 2025Filing for John Phelan MSD Capital, LP trade
Kingfish Investments X, LLCotherSell$1,000,001 – $5,000,000Nov 26, 2025Filing for John Phelan Kingfish Investments X, LLC trade
SRP Continuation Partners LPotherSell$15,001 – $50,000Nov 20, 2025Filing for John Phelan SRP Continuation Partners LP trade
MSD EIV Private LLC - Series BotherBuy$1,001 – $15,000Nov 20, 2025Filing for John Phelan MSD EIV Private LLC - Series B trade
HealthQuest Tactical Opportunities FundfundBuy$15,001 – $50,000Nov 18, 2025Filing for John Phelan HealthQuest Tactical Opportunities Fund trade
RCG Momentum LPotherSell$50,001 – $100,000Nov 14, 2025Filing for John Phelan RCG Momentum LP trade
AAG KP LPotherBuy$1,000,001 – $5,000,000Nov 13, 2025Filing for John Phelan AAG KP LP trade
RCP GP Fund II LPfundBuy$100,001 – $250,000Nov 12, 2025Filing for John Phelan RCP GP Fund II LP trade
HealthQuest Tactical Opportunities FundfundBuy$15,001 – $50,000Nov 4, 2025Filing for John Phelan HealthQuest Tactical Opportunities Fund trade
NFP Continuation Partners LPotherSell$250,001 – $500,000Nov 3, 2025Filing for John Phelan NFP Continuation Partners LP trade
White Tip Investments, LLCotherSell$250,001 – $500,000Nov 3, 2025Filing for John Phelan White Tip Investments, LLC trade
Double Mako Investments, LLCotherSell$5,000,001 – $25,000,000Nov 3, 2025Filing for John Phelan Double Mako Investments, LLC trade
RCG Ventures Fund VIIIfundSell$15,001 – $50,000Oct 30, 2025Filing for John Phelan RCG Ventures Fund VIII trade
MSD Special Investments Fund IIfundSell$50,001 – $100,000Oct 27, 2025Filing for John Phelan MSD Special Investments Fund II trade
Valence8 PE 2022 FundfundBuy$50,001 – $100,000Oct 20, 2025Filing for John Phelan Valence8 PE 2022 Fund trade
Valence8 PE 2023 FundfundBuy$100,001 – $250,000Oct 20, 2025Filing for John Phelan Valence8 PE 2023 Fund trade
Valence8 PE 2024 FundfundBuy$250,001 – $500,000Oct 20, 2025Filing for John Phelan Valence8 PE 2024 Fund trade
HealthQuest Tactical Opportunities FundfundBuy$15,001 – $50,000Oct 17, 2025Filing for John Phelan HealthQuest Tactical Opportunities Fund trade
Caden Long Equity FundfundSell$100,001 – $250,000Oct 15, 2025Filing for John Phelan Caden Long Equity Fund trade
RCP APM Holdings LLCotherBuy$500,001 – $1,000,000Oct 15, 2025Filing for John Phelan RCP APM Holdings LLC trade
RM Atlantic Point MarinastockBuy$1,000,001 – $5,000,000Oct 15, 2025Filing for John Phelan RM Atlantic Point Marina trade
Dawson Portfolio Finance 5 LPfundSell$1,001 – $15,000Oct 14, 2025Filing for John Phelan Dawson Portfolio Finance 5 LP trade
ACG Cakes LPotherBuy$1,000,001 – $5,000,000Oct 14, 2025Filing for John Phelan ACG Cakes LP trade
26Nova Co-InveststockBuy$1,000,001 – $5,000,000Oct 14, 2025Filing for John Phelan 26Nova Co-Invest trade
Kingfish Investments VI, LLCotherSell$1,000,001 – $5,000,000Oct 9, 2025Filing for John Phelan Kingfish Investments VI, LLC trade
Cresta Operating Partners LPotherBuy$250,001 – $500,000Oct 8, 2025Filing for John Phelan Cresta Operating Partners LP trade
Turnbridge Real Estate Fund IIfundBuy$100,001 – $250,000Oct 8, 2025Filing for John Phelan Turnbridge Real Estate Fund II trade
Kingfish Investments II, LLCotherSell$100,001 – $250,000Oct 8, 2025Filing for John Phelan Kingfish Investments II, LLC trade
Two Roads Developments LLC loanotherSell$500,001 – $1,000,000Oct 3, 2025Filing for John Phelan Two Roads Developments LLC loan trade
HealthQuest Tactical Opportunities FundfundBuy$15,001 – $50,000Oct 2, 2025Filing for John Phelan HealthQuest Tactical Opportunities Fund trade
Cresta Royalty Partners LPotherSell$50,001 – $100,000Sep 30, 2025Filing for John Phelan Cresta Royalty Partners LP trade
MSD Hospitality Partners LPotherSell$500,001 – $1,000,000Sep 30, 2025Filing for John Phelan MSD Hospitality Partners LP trade
Dawson Portfolio Finance 5 LPfundSell$1,001 – $15,000Sep 29, 2025Filing for John Phelan Dawson Portfolio Finance 5 LP trade
Carriage House Investments LLPstockSell$100,001 – $250,000Sep 26, 2025Filing for John Phelan Carriage House Investments LLP trade
Cresta SC Fund I-A LPfundSell$50,001 – $100,000Sep 26, 2025Filing for John Phelan Cresta SC Fund I-A LP trade
BDCBelden IncSell$250,001 – $500,000Sep 26, 2025Filing for John Phelan BDC trade
Dawson Portfolio Finance 5 LPfundBuy$15,001 – $50,000Sep 25, 2025Filing for John Phelan Dawson Portfolio Finance 5 LP trade
MSD EIV Private, LLCotherBuy$15,001 – $50,000Sep 25, 2025Filing for John Phelan MSD EIV Private, LLC trade
26North BDC, Inc.stockBuy$100,001 – $250,000Sep 24, 2025Filing for John Phelan 26North BDC, Inc. trade
TMG Haynesville Investors, LLCotherBuy$250,001 – $500,000Sep 24, 2025Filing for John Phelan TMG Haynesville Investors, LLC trade
Cotulla Aviation LPotherSell$1,000,001 – $5,000,000Sep 19, 2025Filing for John Phelan Cotulla Aviation LP trade
Cresta Royalty Partners II LPotherBuy$100,001 – $250,000Sep 18, 2025Filing for John Phelan Cresta Royalty Partners II LP trade
Two Roads Development LLC LoanotherSell$1,000,001 – $5,000,000Sep 15, 2025Filing for John Phelan Two Roads Development LLC Loan trade
26North BDC, Inc.stockSell$15,001 – $50,000Sep 11, 2025Filing for John Phelan 26North BDC, Inc. trade
MSD EIV Private, LLCotherBuy$100,001 – $250,000Sep 10, 2025Filing for John Phelan MSD EIV Private, LLC trade
Caden FLV, LLCotherSell$15,001 – $50,000Sep 4, 2025Filing for John Phelan Caden FLV, LLC trade
NFP Continuation Partners, LP.otherSell$250,001 – $500,000Sep 4, 2025Filing for John Phelan NFP Continuation Partners, LP. trade
HealthQuest Tactical Opportunities Fund, L.P.fundBuy$15,001 – $50,000Sep 4, 2025Filing for John Phelan HealthQuest Tactical Opportunities Fund, L.P. trade
RCG Ventures Fund VIIIfundSell$1,001 – $15,000Sep 3, 2025Filing for John Phelan RCG Ventures Fund VIII trade
Dawson Portfolio Finance 5 LPfundSell$15,001 – $50,000Aug 29, 2025Filing for John Phelan Dawson Portfolio Finance 5 LP trade
HealthQuest Tactical Opportunities FundfundSell$250,001 – $500,000Aug 26, 2025Filing for John Phelan HealthQuest Tactical Opportunities Fund trade
MSD Real Estate Credit Opportunity Fund IIfundSell$50,001 – $100,000Aug 20, 2025Filing for John Phelan MSD Real Estate Credit Opportunity Fund II trade
Caden FLV, LLCotherSell$500,001 – $1,000,000Aug 20, 2025Filing for John Phelan Caden FLV, LLC trade
SRP Continuation Partners LPotherSell$100,001 – $250,000Aug 18, 2025Filing for John Phelan SRP Continuation Partners LP trade
RCG Momentum LPotherSell$50,001 – $100,000Aug 14, 2025Filing for John Phelan RCG Momentum LP trade
RCP GP Fund II LPfundBuy$250,001 – $500,000Aug 14, 2025Filing for John Phelan RCP GP Fund II LP trade
Turnbridge Real Estate Fund IIfundBuy$100,001 – $250,000Aug 12, 2025Filing for John Phelan Turnbridge Real Estate Fund II trade
RCG Ventures Fund VIIIfundSell$15,001 – $50,000Aug 1, 2025Filing for John Phelan RCG Ventures Fund VIII trade
Dawson Portfolio Finance 5 LPfundSell$15,001 – $50,000Jul 30, 2025Filing for John Phelan Dawson Portfolio Finance 5 LP trade
Cresta SC Fund I-A LPfundSell$50,001 – $100,000Jul 30, 2025Filing for John Phelan Cresta SC Fund I-A LP trade
MSD Credit Opportunity Fund, L.P.fundSell$100,001 – $250,000Jul 30, 2025Filing for John Phelan MSD Credit Opportunity Fund, L.P. trade
MSD Hospitality Partners LPotherSell$500,001 – $1,000,000Jul 30, 2025Filing for John Phelan MSD Hospitality Partners LP trade
Cresta Royalty Partners LPotherBuy$50,001 – $100,000Jul 28, 2025Filing for John Phelan Cresta Royalty Partners LP trade
Kingfish Investments II, LLCotherBuy$500,001 – $1,000,000Jul 28, 2025Filing for John Phelan Kingfish Investments II, LLC trade
MSD EIV Private, LLCotherSell$50,001 – $100,000Jul 28, 2025Filing for John Phelan MSD EIV Private, LLC trade
26North Private Equity Fund IfundBuy$100,001 – $250,000Jul 23, 2025Filing for John Phelan 26North Private Equity Fund I trade
Caden Long Equity FundfundSell$100,001 – $250,000Jul 22, 2025Filing for John Phelan Caden Long Equity Fund trade
Valence8 PE 2022 FundfundBuy$50,001 – $100,000Jul 21, 2025Filing for John Phelan Valence8 PE 2022 Fund trade
Valence8 PE 2023 FundfundBuy$50,001 – $100,000Jul 21, 2025Filing for John Phelan Valence8 PE 2023 Fund trade
Cotulla Aviation LPotherSell$50,001 – $100,000Jul 18, 2025Filing for John Phelan Cotulla Aviation LP trade
HealthQuest Tactical Opportunities Fund, L.P.fundBuy$15,001 – $50,000Jul 17, 2025Filing for John Phelan HealthQuest Tactical Opportunities Fund, L.P. trade
Cresta Royalty Partners II LPotherBuy$100,001 – $250,000Jul 16, 2025Filing for John Phelan Cresta Royalty Partners II LP trade
RSL Football Holdings LLCotherSell$1,000,001 – $5,000,000Jul 16, 2025Filing for John Phelan RSL Football Holdings LLC trade
Kingfish Investments II, LLCotherSell$250,001 – $500,000Jul 15, 2025Filing for John Phelan Kingfish Investments II, LLC trade
Arcadia Gameto Investors LPotherBuy$100,001 – $250,000Jul 14, 2025Filing for John Phelan Arcadia Gameto Investors LP trade
Highline Investors LLCotherBuy$1,000,001 – $5,000,000Jul 10, 2025Filing for John Phelan Highline Investors LLC trade
12 South Investor JV, LLCotherBuy$250,001 – $500,000Jul 9, 2025Filing for John Phelan 12 South Investor JV, LLC trade
Dawson Portfolio Finance 5 LPfundSell$1,001 – $15,000Jun 30, 2025Filing for John Phelan Dawson Portfolio Finance 5 LP trade
BDCBelden IncSell$250,001 – $500,000Jun 27, 2025Filing for John Phelan BDC trade
RCG Ventures Fund VIIIfundSell$1,001 – $15,000Jun 24, 2025Filing for John Phelan RCG Ventures Fund VIII trade
Dawson Portfolio Finance 5 LPfundBuy$100,001 – $250,000Jun 24, 2025Filing for John Phelan Dawson Portfolio Finance 5 LP trade
TMG Haynesville Investors, LLCotherBuy$100,001 – $250,000Jun 24, 2025Filing for John Phelan TMG Haynesville Investors, LLC trade
Cresta Royalty Partners LPotherBuy$50,001 – $100,000Jun 23, 2025Filing for John Phelan Cresta Royalty Partners LP trade
OWLBlue Owl Capital Inc. Class ASell$5,000,001 – $25,000,000Jun 20, 2025Filing for John Phelan OWL trade
TMG Monument Investors LLCotherSell$100,001 – $250,000Jun 20, 2025Filing for John Phelan TMG Monument Investors LLC trade
MSD Special Investments Fund IIfundBuy$50,001 – $100,000Jun 18, 2025Filing for John Phelan MSD Special Investments Fund II trade
MSD EIV Private, LLC (JRK Investments III)otherBuy$100,001 – $250,000Jun 16, 2025Filing for John Phelan MSD EIV Private, LLC (JRK Investments III) trade
RCG Momentum, LPotherBuy$100,001 – $250,000Jun 16, 2025Filing for John Phelan RCG Momentum, LP trade
TMG VCLR Investor, LLCotherBuy$1,001 – $15,000Jun 16, 2025Filing for John Phelan TMG VCLR Investor, LLC trade
26North BDC, IncstockSell$15,001 – $50,000Jun 12, 2025Filing for John Phelan 26North BDC, Inc trade
Kingfish Investments X, LLCotherSell$100,001 – $250,000Jun 12, 2025Filing for John Phelan Kingfish Investments X, LLC trade
SRP Continuation Partners, LPotherSell$100,001 – $250,000Jun 4, 2025Filing for John Phelan SRP Continuation Partners, LP trade
RCG Momentum, LPotherBuy$250,001 – $500,000Jun 2, 2025Filing for John Phelan RCG Momentum, LP trade
Red Cell Incubation Fund LPfundSell$500,001 – $1,000,000May 27, 2025Filing for John Phelan Red Cell Incubation Fund LP trade
Red Cell PartnersotherSell$1,000,001 – $5,000,000May 27, 2025Filing for John Phelan Red Cell Partners trade
Dawson Portfolio Finance 5 LPfundSell$15,001 – $50,000Apr 29, 2025Filing for John Phelan Dawson Portfolio Finance 5 LP trade
HealthQuest Tactical Opportunities Fund, L.P.fundBuy$100,001 – $250,000Apr 29, 2025Filing for John Phelan HealthQuest Tactical Opportunities Fund, L.P. trade
RCP GP Fund II, LPfundBuy$100,001 – $250,000Apr 21, 2025Filing for John Phelan RCP GP Fund II, LP trade
RSL Football Holdings LLCotherSell$1,000,001 – $5,000,000Apr 17, 2025Filing for John Phelan RSL Football Holdings LLC trade
HealthQuest Tactical Opportunities Fund, L.P.fundBuy$15,001 – $50,000Apr 16, 2025Filing for John Phelan HealthQuest Tactical Opportunities Fund, L.P. trade
Cotulla Aviation LPotherSell$250,001 – $500,000Apr 11, 2025Filing for John Phelan Cotulla Aviation LP trade
Red Cell Incubation Fund, LPfundBuy$100,001 – $250,000Apr 7, 2025Filing for John Phelan Red Cell Incubation Fund, LP trade
Kingfish Investments II, LLCotherSell$1,000,001 – $5,000,000Apr 4, 2025Filing for John Phelan Kingfish Investments II, LLC trade
TMG Monument Investors LCLstockSell$15,001 – $50,000Apr 3, 2025Filing for John Phelan TMG Monument Investors LCL trade
MSD Hospitality Partners LPotherSell$1,000,001 – $5,000,000Mar 31, 2025Filing for John Phelan MSD Hospitality Partners LP trade
Cresta SC Fund I-A LPfundSell$50,001 – $100,000Mar 31, 2025Filing for John Phelan Cresta SC Fund I-A LP trade
Dawson Portfolio Finance 5 LPfundSell$1,001 – $15,000Mar 31, 2025Filing for John Phelan Dawson Portfolio Finance 5 LP trade
Kingfish Investments X, LLCotherSell$1,000,001 – $5,000,000Mar 28, 2025Filing for John Phelan Kingfish Investments X, LLC trade
MSD Credit Opportunity Fund, L.P.fundSell$250,001 – $500,000Mar 28, 2025Filing for John Phelan MSD Credit Opportunity Fund, L.P. trade
MSD Special Investments Fund IIfundBuy$15,001 – $50,000Mar 28, 2025Filing for John Phelan MSD Special Investments Fund II trade
RCG Ventures Fund VIII, LPfundBuy$1,000,001 – $5,000,000Mar 28, 2025Filing for John Phelan RCG Ventures Fund VIII, LP trade
26North Private Equity Fund IfundBuy$100,001 – $250,000Mar 28, 2025Filing for John Phelan 26North Private Equity Fund I trade
BDCBelden IncSell$250,001 – $500,000Mar 27, 2025Filing for John Phelan BDC trade
Cresta Royalty Partners LPotherSell$15,001 – $50,000Mar 27, 2025Filing for John Phelan Cresta Royalty Partners LP trade
Kingfish Investments V, LLCotherSell$1,000,001 – $5,000,000Mar 26, 2025Filing for John Phelan Kingfish Investments V, LLC trade
Turnbridge Real Estate Fund IIfundBuy$250,001 – $500,000Mar 26, 2025Filing for John Phelan Turnbridge Real Estate Fund II trade
MSD EIV Private, LLCotherBuy$100,001 – $250,000Mar 24, 2025Filing for John Phelan MSD EIV Private, LLC trade
Dawson Portfolio Finance 5 LPfundBuy$100,001 – $250,000Mar 24, 2025Filing for John Phelan Dawson Portfolio Finance 5 LP trade

Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction.

Frequently asked questions

What stocks does John Phelan trade?
Based on STOCK Act disclosures, John Phelan's most frequently reported holdings and trades include BDC and OWL. Disclosures show transactions, not a complete current portfolio, and may include assets held by a spouse or dependent child.
When did John Phelan last report a trade?
The latest transaction on file is dated Apr 20, 2026 and the most recent report was filed on Jun 5, 2026. Members have up to 45 days after a trade to disclose it, so newer trades may not be public yet.
How many stock trades has John Phelan disclosed?
MetaCap has 191 transactions on file for John Phelan: 87 purchases and 104 sales.
How much money is involved in John Phelan's trades?
Exact values are not disclosed. Each trade is reported within a dollar range, most commonly $100,001 – $250,000.
Where does this data come from?
Executive-branch reports (OGE Form 278e and 278-T) come from the U.S. Office of Government Ethics. Each row links to the original filing.

More Congress trading

Latest filing Jun 5, 2026. Source: House Clerk and Senate EFD public disclosures. Trades are reported as dollar ranges and may be disclosed up to 45 days after the transaction. Disclosures are shown as filed and are not a recommendation to buy or sell any security. Market data is delayed at least 15 minutes and provided for informational purposes only. Not investment advice. Full disclaimer