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
- $734K
- from $750K cost
- Estimated gain
- -$16K
- Down 2.2%
- Versus the S&P 500
- -$104K
- SPY would hold $837K
- Positions
- 1
- from 2 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | BDCMSD Investment Corp. | 2026-01-08 | $750K | $734K | -2% | 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
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
-13.8% 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
-21.7% 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
-13.8% 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
-81.0% 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
-27.9% 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
-25.7% 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
-28.6% 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 | -13.8% | ||
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 | -21.7% | ||
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 | -13.8% | ||
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 | -81.0% | ||
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 | -27.9% | ||
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 | — | -25.7% | ||
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 | — | -28.6% | ||
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 | — | — |