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John Phelan
John Phelan is Secretary of the Navy. Senior officials of the executive branch file their securities transactions with the Office of Government Ethics rather than with Congress. We hold 191 disclosed purchases and sales filed since 27 February 2026, none of them in the last 90 days.
- AgencyNavy
- Disclosed buys and sells191 in all, 0 in the last 90 days
- Last disclosure5 June 2026
Positions held
1 post we hold — a term names its own dates; a run of filings only says when they filed- Filed 19 February 2025 — 5 June 2026Secretary · Department of The Navy19 reports filed with the Office of Government Ethics · source: Office of Government Ethics
Every transaction
191 transactions from Office of Government Ethics — one row each, sort any column, open a row for the filing191 of 191 shown
| 20 Apr 2026 | 4 Jun 2026Office of Government Ethics | 45 d | bought | Valence8 PE 2025 Fund | $250,001–$500,000 | — | — |
| 20 Apr 2026 | 4 Jun 2026Office of Government Ethics | 45 d | bought | Valence8 PE 2024 Fund | $100,001–$250,000 | — | — |
| 15 Apr 2026 | 4 Jun 2026Office of Government Ethics | 50 d | sold | Carriage House Investments LLP | $500,001–$1,000,000 | — | — |
| 13 Apr 2026 | 4 Jun 2026Office of Government Ethics | 52 d | sold | Valence8 Cayman LP | $100,001–$250,000 | — | — |
| 10 Apr 2026 | 4 Jun 2026Office of Government Ethics | 55 d | sold | Kingfish Investments X, LLC | $50,001–$100,000 | — | — |
| 10 Apr 2026 | 4 Jun 2026Office of Government Ethics | 55 d | sold | MSD Special Investments Fund L.P. | $15,001–$50,000 | — | — |
| 10 Apr 2026 | 4 Jun 2026Office of Government Ethics | 55 d | bought | HealthQuest Tactical Opportunities Fund L.P. | $15,001–$50,000 | — | — |
| 8 Apr 2026 | 4 Jun 2026Office of Government Ethics | 57 d | bought | RCP GP Fund II, LP | $100,001–$250,000 | — | — |
| 1 Apr 2026 | 4 Jun 2026Office of Government Ethics | 64 d | bought | Cresta Operating Partners (Non-Op Fund) LP | $250,001–$500,000 | — | — |
| 1 Apr 2026 | 4 Jun 2026Office of Government Ethics | 64 d | bought | Cresta Royalty Partners II LP | $50,001–$100,000 | — | — |
| 31 Mar 2026 | 4 Jun 2026Office of Government Ethics | 65 d | bought | Bear Lake Operations LLC | $250,001–$500,000 | — | — |
| 31 Mar 2026 | 4 Jun 2026Office of Government Ethics | 65 d | bought | Cresta SC Fund I-A LP | $15,001–$50,000 | — | — |
| 31 Mar 2026 | 4 Jun 2026Office of Government Ethics | 65 d | sold | Cresta Royalty Partners LP | $15,001–$50,000 | — | — |
| 31 Mar 2026 | 4 Jun 2026Office of Government Ethics | 65 d | sold | Dawson Portfolio Finance 5 LP | $15,001–$50,000 | — | — |
| 31 Mar 2026 | 4 Jun 2026Office of Government Ethics | 65 d | sold | RCG Ventures Fund VIII | $1,001–$15,000 | — | — |
| 30 Mar 2026 | 4 Jun 2026Office of Government Ethics | 66 d | bought | Valence8 PE 2025 Fund | $1,000,001–$5,000,000 | — | — |
| 27 Mar 2026 | 4 Jun 2026Office of Government Ethics | 69 d | sold | Kingfish Investments X, LLC | $1,000,001–$5,000,000 | — | — |
| 27 Mar 2026 | 4 Jun 2026Office of Government Ethics | 69 d | sold | Kingfish Investments V, LLC | $250,001–$500,000 | — | — |
| 27 Mar 2026 | 4 Jun 2026Office of Government Ethics | 69 d | sold | MSD Investment Corp. (BDC) | $250,001–$500,000 | up +4.3% | up +6.4% |
| 24 Mar 2026 | 4 Jun 2026Office of Government Ethics | 72 d | bought | HealthQuest Tactical Opportunities Fund, L.P. | $15,001–$50,000 | — | — |
| 23 Mar 2026 | 4 Jun 2026Office of Government Ethics | 73 d | bought | North BDC, Inc. | $100,001–$250,000 | — | — |
| 20 Mar 2026 | 4 Jun 2026Office of Government Ethics | 76 d | bought | Dawson Portfolio Finance LP | $50,001–$100,000 | — | — |
| 17 Mar 2026 | 4 Jun 2026Office of Government Ethics | 79 d | sold | Double Mako Investments LLC | $1,000,001–$5,000,000 | — | — |
| 17 Mar 2026 | 4 Jun 2026Office of Government Ethics | 79 d | sold | White Tip Investments LLC | $1,000,001–$5,000,000 | — | — |
| 13 Mar 2026 | 4 Jun 2026Office of Government Ethics | 83 d | sold | MSD Capital, LP | $1,000,001–$5,000,000 | — | — |
| 13 Mar 2026 | 4 Jun 2026Office of Government Ethics | 83 d | sold | MSD Partners, L.P. | $1,000,001–$5,000,000 | — | — |
| 12 Mar 2026 | 4 Jun 2026Office of Government Ethics | 84 d | sold | North BDC, Inc. | $15,001–$50,000 | — | — |
| 11 Mar 2026 | 4 Jun 2026Office of Government Ethics | 85 d | sold | MSD Special Investments Fund II, L.P. | $50,001–$100,000 | — | — |
| 27 Feb 2026 | 25 Apr 2026Office of Government Ethics | 57 d | sold | MSD Hospitality Partners LP | over $50,000,000 | — | — |
| 26 Feb 2026 | 25 Apr 2026Office of Government Ethics | 58 d | bought | Bear Lake Operations LLC | $250,001–$500,000 | — | — |
| 26 Feb 2026 | 25 Apr 2026Office of Government Ethics | 58 d | sold | Dawson Portfolio Finance 5 LP | $1,001–$15,000 | — | — |
| 23 Feb 2026 | 25 Apr 2026Office of Government Ethics | 61 d | sold | RCG Ventures Fund VIII | $15,001–$50,000 | — | — |
| 19 Feb 2026 | 25 Apr 2026Office of Government Ethics | 65 d | sold | Caden Opportunity Fund | $1,000,001–$5,000,000 | — | — |
| 13 Feb 2026 | 25 Apr 2026Office of Government Ethics | 71 d | sold | NFP Continuation Partners LP | $250,001–$500,000 | — | — |
| 12 Feb 2026 | 25 Apr 2026Office of Government Ethics | 72 d | bought | HealthQuest Tactical Opportunities Fund LP | $250,001–$500,000 | — | — |
| 11 Feb 2026 | 25 Apr 2026Office of Government Ethics | 73 d | bought | MSD Special Investments Fund II, LP | $15,001–$50,000 | — | — |
| 11 Feb 2026 | 25 Apr 2026Office of Government Ethics | 73 d | bought | MSD EIV Private LLC | $50,001–$100,000 | — | — |
| 11 Feb 2026 | 25 Apr 2026Office of Government Ethics | 73 d | sold | RCG Momentum LP | $50,001–$100,000 | — | — |
| 10 Feb 2026 | 25 Apr 2026Office of Government Ethics | 74 d | sold | MSD EIV Private LLC | $100,001–$250,000 | — | — |
| 9 Feb 2026 | 25 Apr 2026Office of Government Ethics | 75 d | bought | MSD Real Estate Credit Opportunity Fund II | $100,001–$250,000 | — | — |
| 6 Feb 2026 | 25 Apr 2026Office of Government Ethics | 78 d | sold | SRP Continuation Partners LP | $15,001–$50,000 | — | — |
| 4 Feb 2026 | 25 Apr 2026Office of Government Ethics | 80 d | bought | Bear Lake Operations LLC | $100,001–$250,000 | — | — |
| 30 Jan 2026 | 5 Jun 2026Office of Government Ethics | 126 d | bought | Cresta Royalty Partners II | $500,001–$1,000,000 | — | — |
| 30 Jan 2026 | 4 Jun 2026Office of Government Ethics | 125 d | bought | Cresta Royalty Partners II | $500,001–$1,000,000 | — | — |
| 29 Jan 2026 | 5 Jun 2026Office of Government Ethics | 127 d | sold | Kingfish Investments II, LLC | $100,001–$250,000 | — | — |
| 29 Jan 2026 | 5 Jun 2026Office of Government Ethics | 127 d | bought | Vesper Muse LLC | $15,001–$50,000 | — | — |
| 29 Jan 2026 | 5 Jun 2026Office of Government Ethics | 127 d | sold | Dawson Portfolio Finance 5 LP | $1,001–$15,000 | — | — |
| 29 Jan 2026 | 4 Jun 2026Office of Government Ethics | 126 d | sold | Kingfish Investments II, LLC | $100,001–$250,000 | — | — |
| 29 Jan 2026 | 4 Jun 2026Office of Government Ethics | 126 d | bought | Vesper Muse LLC | $15,001–$50,000 | — | — |
| 29 Jan 2026 | 4 Jun 2026Office of Government Ethics | 126 d | sold | Dawson Portfolio Finance 5 LP | $1,001–$15,000 | — | — |
| 28 Jan 2026 | 5 Jun 2026Office of Government Ethics | 128 d | bought | Turnbridge Equities Real Estate Fund II | $100,001–$250,000 | — | — |
| 28 Jan 2026 | 5 Jun 2026Office of Government Ethics | 128 d | bought | GMF Group Fund II, LLC | $500,001–$1,000,000 | — | — |
| 28 Jan 2026 | 4 Jun 2026Office of Government Ethics | 127 d | bought | Turnbridge Equities Real Estate Fund II | $100,001–$250,000 | — | — |
| 28 Jan 2026 | 4 Jun 2026Office of Government Ethics | 127 d | bought | GMF Group Fund II, LLC | $500,001–$1,000,000 | — | — |
| 27 Jan 2026 | 5 Jun 2026Office of Government Ethics | 129 d | sold | RMDC, Inc. | $500,001–$1,000,000 | — | — |
| 27 Jan 2026 | 4 Jun 2026Office of Government Ethics | 128 d | sold | RMDC, Inc. | $500,001–$1,000,000 | — | — |
| 26 Jan 2026 | 5 Jun 2026Office of Government Ethics | 130 d | sold | Kingfish Investments II, LLC | $15,001–$50,000 | — | — |
| 26 Jan 2026 | 4 Jun 2026Office of Government Ethics | 129 d | sold | Kingfish Investments II, LLC | $15,001–$50,000 | — | — |
| 20 Jan 2026 | 5 Jun 2026Office of Government Ethics | 136 d | bought | MSD Special Investments Fund II, LP | $50,001–$100,000 | — | — |
| 20 Jan 2026 | 5 Jun 2026Office of Government Ethics | 136 d | bought | Valence8 PE 2024 Fund | $250,001–$500,000 | — | — |
| 20 Jan 2026 | 4 Jun 2026Office of Government Ethics | 135 d | bought | MSD Special Investments Fund II, LP | $50,001–$100,000 | — | — |
| 20 Jan 2026 | 4 Jun 2026Office of Government Ethics | 135 d | bought | Valence8 PE 2024 Fund | $250,001–$500,000 | — | — |
| 13 Jan 2026 | 5 Jun 2026Office of Government Ethics | 143 d | bought | HealthQuest Tactical Opportunities LP | $15,001–$50,000 | — | — |
| 13 Jan 2026 | 4 Jun 2026Office of Government Ethics | 142 d | bought | HealthQuest Tactical Opportunities LP | $15,001–$50,000 | — | — |
| 12 Jan 2026 | 5 Jun 2026Office of Government Ethics | 144 d | sold | MSD Holdings, LP | $100,001–$250,000 | — | — |
| 12 Jan 2026 | 4 Jun 2026Office of Government Ethics | 143 d | sold | MSD Holdings, LP | $100,001–$250,000 | — | — |
| 9 Jan 2026 | 5 Jun 2026Office of Government Ethics | 147 d | sold | Cotulla Aviation LP | $1,000,001–$5,000,000 | — | — |
| 9 Jan 2026 | 4 Jun 2026Office of Government Ethics | 146 d | sold | Cotulla Aviation LP | $1,000,001–$5,000,000 | — | — |
| 8 Jan 2026 | 5 Jun 2026Office of Government Ethics | 148 d | bought | MSD Investment Corp. (BDC) | $250,001–$500,000 | up +2.4% | up +10.9% |
| 8 Jan 2026 | 4 Jun 2026Office of Government Ethics | 147 d | bought | MSD Investment Corp. (BDC) | $250,001–$500,000 | up +2.4% | up +6.4% |
| 5 Jan 2026 | 5 Jun 2026Office of Government Ethics | 151 d | sold | Kingfish Investments X, LLC | $500,001–$1,000,000 | — | — |
| 5 Jan 2026 | 4 Jun 2026Office of Government Ethics | 150 d | sold | Kingfish Investments X, LLC | $500,001–$1,000,000 | — | — |
| 26 Nov 2025 | 26 Mar 2026Office of Government Ethics | 120 d | sold | Kingfish Investments X, LLC | $1,000,001–$5,000,000 | — | — |
| 26 Nov 2025 | 26 Mar 2026Office of Government Ethics | 120 d | sold | MSD Capital, LP | $1,000,001–$5,000,000 | — | — |
| 26 Nov 2025 | 26 Mar 2026Office of Government Ethics | 120 d | sold | Dawson Portfolio Finance 5 LP | $15,001–$50,000 | — | — |
| 20 Nov 2025 | 26 Mar 2026Office of Government Ethics | 126 d | bought | MSD EIV Private LLC - Series B | $1,001–$15,000 | — | — |
| 20 Nov 2025 | 26 Mar 2026Office of Government Ethics | 126 d | sold | SRP Continuation Partners LP | $15,001–$50,000 | — | — |
| 18 Nov 2025 | 26 Mar 2026Office of Government Ethics | 128 d | bought | HealthQuest Tactical Opportunities Fund | $15,001–$50,000 | — | — |
| 14 Nov 2025 | 26 Mar 2026Office of Government Ethics | 132 d | sold | RCG Momentum LP | $50,001–$100,000 | — | — |
| 13 Nov 2025 | 26 Mar 2026Office of Government Ethics | 133 d | bought | Aag Kp LP | $1,000,001–$5,000,000 | — | — |
| 12 Nov 2025 | 26 Mar 2026Office of Government Ethics | 134 d | bought | RCP GP Fund II LP | $100,001–$250,000 | — | — |
| 4 Nov 2025 | 26 Mar 2026Office of Government Ethics | 142 d | bought | HealthQuest Tactical Opportunities Fund | $15,001–$50,000 | — | — |
| 3 Nov 2025 | 26 Mar 2026Office of Government Ethics | 143 d | sold | Double Mako Investments, LLC | $5,000,001–$25,000,000 | — | — |
| 3 Nov 2025 | 26 Mar 2026Office of Government Ethics | 143 d | sold | White Tip Investments, LLC | $250,001–$500,000 | — | — |
| 3 Nov 2025 | 26 Mar 2026Office of Government Ethics | 143 d | sold | NFP Continuation Partners LP | $250,001–$500,000 | — | — |
| 30 Oct 2025 | 22 May 2026Office of Government Ethics | 204 d | sold | RCG Ventures Fund VIII | $15,001–$50,000 | — | — |
| 27 Oct 2025 | 22 May 2026Office of Government Ethics | 207 d | sold | MSD Special Investments Fund II | $50,001–$100,000 | — | — |
| 20 Oct 2025 | 22 May 2026Office of Government Ethics | 214 d | bought | Valence8 PE 2024 Fund | $250,001–$500,000 | — | — |
| 20 Oct 2025 | 22 May 2026Office of Government Ethics | 214 d | bought | Valence8 PE 2023 Fund | $100,001–$250,000 | — | — |
| 20 Oct 2025 | 22 May 2026Office of Government Ethics | 214 d | bought | Valence8 PE 2022 Fund | $50,001–$100,000 | — | — |
| 17 Oct 2025 | 22 May 2026Office of Government Ethics | 217 d | bought | HealthQuest Tactical Opportunities Fund | $15,001–$50,000 | — | — |
| 15 Oct 2025 | 22 May 2026Office of Government Ethics | 219 d | bought | RM Atlantic Point Marina | $1,000,001–$5,000,000 | — | — |
| 15 Oct 2025 | 22 May 2026Office of Government Ethics | 219 d | bought | RCP APM Holdings LLC | $500,001–$1,000,000 | — | — |
| 15 Oct 2025 | 22 May 2026Office of Government Ethics | 219 d | sold | Caden Long Equity Fund | $100,001–$250,000 | — | — |
| 14 Oct 2025 | 22 May 2026Office of Government Ethics | 220 d | bought | Nova Co-Invest | $1,000,001–$5,000,000 | — | — |
| 14 Oct 2025 | 22 May 2026Office of Government Ethics | 220 d | bought | ACG Cakes LP | $1,000,001–$5,000,000 | — | — |
| 14 Oct 2025 | 22 May 2026Office of Government Ethics | 220 d | sold | Dawson Portfolio Finance 5 LP | $1,001–$15,000 | — | — |
| 9 Oct 2025 | 22 May 2026Office of Government Ethics | 225 d | sold | Kingfish Investments VI, LLC | $1,000,001–$5,000,000 | — | — |
| 8 Oct 2025 | 22 May 2026Office of Government Ethics | 226 d | sold | Kingfish Investments II, LLC | $100,001–$250,000 | — | — |
| 8 Oct 2025 | 22 May 2026Office of Government Ethics | 226 d | bought | Turnbridge Real Estate Fund II | $100,001–$250,000 | — | — |
| 8 Oct 2025 | 22 May 2026Office of Government Ethics | 226 d | bought | Cresta Operating Partners LP | $250,001–$500,000 | — | — |
| 3 Oct 2025 | 22 May 2026Office of Government Ethics | 231 d | sold | Two Roads Developments LLC loan | $500,001–$1,000,000 | — | — |
| 2 Oct 2025 | 22 May 2026Office of Government Ethics | 232 d | bought | HealthQuest Tactical Opportunities Fund | $15,001–$50,000 | — | — |
| 30 Sep 2025 | 27 Feb 2026Office of Government Ethics | 150 d | sold | MSD Hospitality Partners LP | $500,001–$1,000,000 | — | — |
| 30 Sep 2025 | 27 Feb 2026Office of Government Ethics | 150 d | sold | Cresta Royalty Partners LP | $50,001–$100,000 | — | — |
| 29 Sep 2025 | 27 Feb 2026Office of Government Ethics | 151 d | sold | Dawson Portfolio Finance 5 LP | $1,001–$15,000 | — | — |
| 26 Sep 2025 | 27 Feb 2026Office of Government Ethics | 154 d | sold | MSD Investment Corp. (BDC) | $250,001–$500,000 | down −5.1% | down −17.8% |
| 26 Sep 2025 | 27 Feb 2026Office of Government Ethics | 154 d | sold | Cresta SC Fund I-A LP | $50,001–$100,000 | — | — |
| 26 Sep 2025 | 27 Feb 2026Office of Government Ethics | 154 d | sold | Carriage House Investments LLP | $100,001–$250,000 | — | — |
| 25 Sep 2025 | 27 Feb 2026Office of Government Ethics | 155 d | bought | MSD EIV Private, LLC | $15,001–$50,000 | — | — |
| 25 Sep 2025 | 27 Feb 2026Office of Government Ethics | 155 d | bought | Dawson Portfolio Finance 5 LP | $15,001–$50,000 | — | — |
| 24 Sep 2025 | 27 Feb 2026Office of Government Ethics | 156 d | bought | TMG Haynesville Investors, LLC | $250,001–$500,000 | — | — |
| 24 Sep 2025 | 27 Feb 2026Office of Government Ethics | 156 d | bought | North BDC, Inc. | $100,001–$250,000 | — | — |
| 19 Sep 2025 | 27 Feb 2026Office of Government Ethics | 161 d | sold | Cotulla Aviation LP | $1,000,001–$5,000,000 | — | — |
| 18 Sep 2025 | 27 Feb 2026Office of Government Ethics | 162 d | bought | Cresta Royalty Partners II LP | $100,001–$250,000 | — | — |
| 15 Sep 2025 | 27 Feb 2026Office of Government Ethics | 165 d | sold | Two Roads Development LLC Loan | $1,000,001–$5,000,000 | — | — |
| 11 Sep 2025 | 27 Feb 2026Office of Government Ethics | 169 d | sold | North BDC, Inc. | $15,001–$50,000 | — | — |
| 10 Sep 2025 | 27 Feb 2026Office of Government Ethics | 170 d | bought | MSD EIV Private, LLC | $100,001–$250,000 | — | — |
| 4 Sep 2025 | 27 Feb 2026Office of Government Ethics | 176 d | bought | HealthQuest Tactical Opportunities Fund, L.P. | $15,001–$50,000 | — | — |
| 4 Sep 2025 | 27 Feb 2026Office of Government Ethics | 176 d | sold | NFP Continuation Partners, LP. | $250,001–$500,000 | — | — |
| 4 Sep 2025 | 27 Feb 2026Office of Government Ethics | 176 d | sold | Caden FLV, LLC | $15,001–$50,000 | — | — |
| 3 Sep 2025 | 27 Feb 2026Office of Government Ethics | 177 d | sold | RCG Ventures Fund VIII | $1,001–$15,000 | — | — |
| 29 Aug 2025 | 26 Mar 2026Office of Government Ethics | 209 d | sold | Dawson Portfolio Finance 5 LP | $15,001–$50,000 | — | — |
| 26 Aug 2025 | 26 Mar 2026Office of Government Ethics | 212 d | sold | HealthQuest Tactical Opportunities Fund | $250,001–$500,000 | — | — |
| 20 Aug 2025 | 26 Mar 2026Office of Government Ethics | 218 d | sold | MSD Real Estate Credit Opportunity Fund II | $50,001–$100,000 | — | — |
| 20 Aug 2025 | 27 Feb 2026Office of Government Ethics | 191 d | sold | Caden FLV, LLC | $500,001–$1,000,000 | — | — |
| 18 Aug 2025 | 26 Mar 2026Office of Government Ethics | 220 d | sold | SRP Continuation Partners LP | $100,001–$250,000 | — | — |
| 14 Aug 2025 | 26 Mar 2026Office of Government Ethics | 224 d | bought | RCP GP Fund II LP | $250,001–$500,000 | — | — |
| 14 Aug 2025 | 26 Mar 2026Office of Government Ethics | 224 d | sold | RCG Momentum LP | $50,001–$100,000 | — | — |
| 12 Aug 2025 | 26 Mar 2026Office of Government Ethics | 226 d | bought | Turnbridge Real Estate Fund II | $100,001–$250,000 | — | — |
| 1 Aug 2025 | 26 Mar 2026Office of Government Ethics | 237 d | sold | RCG Ventures Fund VIII | $15,001–$50,000 | — | — |
| 30 Jul 2025 | 4 Jun 2026Office of Government Ethics | 309 d | sold | MSD Hospitality Partners LP | $500,001–$1,000,000 | — | — |
| 30 Jul 2025 | 4 Jun 2026Office of Government Ethics | 309 d | sold | MSD Credit Opportunity Fund, L.P. | $100,001–$250,000 | — | — |
| 30 Jul 2025 | 4 Jun 2026Office of Government Ethics | 309 d | sold | Cresta SC Fund I-A LP | $50,001–$100,000 | — | — |
| 30 Jul 2025 | 4 Jun 2026Office of Government Ethics | 309 d | sold | Dawson Portfolio Finance 5 LP | $15,001–$50,000 | — | — |
| 28 Jul 2025 | 4 Jun 2026Office of Government Ethics | 311 d | sold | MSD EIV Private, LLC | $50,001–$100,000 | — | — |
| 28 Jul 2025 | 4 Jun 2026Office of Government Ethics | 311 d | bought | Kingfish Investments II, LLC | $500,001–$1,000,000 | — | — |
| 28 Jul 2025 | 4 Jun 2026Office of Government Ethics | 311 d | bought | Cresta Royalty Partners LP | $50,001–$100,000 | — | — |
| 23 Jul 2025 | 4 Jun 2026Office of Government Ethics | 316 d | bought | North Private Equity Fund I | $100,001–$250,000 | — | — |
| 22 Jul 2025 | 27 Feb 2026Office of Government Ethics | 220 d | sold | Caden Long Equity Fund | $100,001–$250,000 | — | — |
| 21 Jul 2025 | 4 Jun 2026Office of Government Ethics | 318 d | bought | Valence8 PE 2023 Fund | $50,001–$100,000 | — | — |
| 21 Jul 2025 | 4 Jun 2026Office of Government Ethics | 318 d | bought | Valence8 PE 2022 Fund | $50,001–$100,000 | — | — |
| 18 Jul 2025 | 4 Jun 2026Office of Government Ethics | 321 d | sold | Cotulla Aviation LP | $50,001–$100,000 | — | — |
| 17 Jul 2025 | 4 Jun 2026Office of Government Ethics | 322 d | bought | HealthQuest Tactical Opportunities Fund, L.P. | $15,001–$50,000 | — | — |
| 16 Jul 2025 | 4 Jun 2026Office of Government Ethics | 323 d | sold | RSL Football Holdings LLC | $1,000,001–$5,000,000 | — | — |
| 16 Jul 2025 | 4 Jun 2026Office of Government Ethics | 323 d | bought | Cresta Royalty Partners II LP | $100,001–$250,000 | — | — |
| 15 Jul 2025 | 4 Jun 2026Office of Government Ethics | 324 d | sold | Kingfish Investments II, LLC | $250,001–$500,000 | — | — |
| 14 Jul 2025 | 4 Jun 2026Office of Government Ethics | 325 d | bought | Arcadia Gameto Investors LP | $100,001–$250,000 | — | — |
| 10 Jul 2025 | 4 Jun 2026Office of Government Ethics | 329 d | bought | Highline Investors LLC | $1,000,001–$5,000,000 | — | — |
| 9 Jul 2025 | 4 Jun 2026Office of Government Ethics | 330 d | bought | South Investor JV, LLC | $250,001–$500,000 | — | — |
| 30 Jun 2025 | 27 Feb 2026Office of Government Ethics | 242 d | sold | Dawson Portfolio Finance 5 LP | $1,001–$15,000 | — | — |
| 27 Jun 2025 | 27 Feb 2026Office of Government Ethics | 245 d | sold | MSD Investment Corp. (BDC) | $250,001–$500,000 | up +1.2% | down −17.8% |
| 24 Jun 2025 | 27 Feb 2026Office of Government Ethics | 248 d | bought | TMG Haynesville Investors, LLC | $100,001–$250,000 | — | — |
| 24 Jun 2025 | 27 Feb 2026Office of Government Ethics | 248 d | bought | Dawson Portfolio Finance 5 LP | $100,001–$250,000 | — | — |
| 24 Jun 2025 | 27 Feb 2026Office of Government Ethics | 248 d | sold | RCG Ventures Fund VIII | $1,001–$15,000 | — | — |
| 23 Jun 2025 | 27 Feb 2026Office of Government Ethics | 249 d | bought | Cresta Royalty Partners LP | $50,001–$100,000 | — | — |
| 20 Jun 2025 | 4 Jun 2026Office of Government Ethics | 349 d | sold | Blue Owl Capital Inc. Class A Common Stock (OWL) | $5,000,001–$25,000,000 | down −42.0% | up +6.6% |
| 20 Jun 2025 | 27 Feb 2026Office of Government Ethics | 252 d | sold | TMG Monument Investors LLC | $100,001–$250,000 | — | — |
| 18 Jun 2025 | 27 Feb 2026Office of Government Ethics | 254 d | bought | MSD Special Investments Fund II | $50,001–$100,000 | — | — |
| 16 Jun 2025 | 27 Feb 2026Office of Government Ethics | 256 d | bought | TMG VCLR Investor, LLC | $1,001–$15,000 | — | — |
| 16 Jun 2025 | 27 Feb 2026Office of Government Ethics | 256 d | bought | RCG Momentum, LP | $100,001–$250,000 | — | — |
| 16 Jun 2025 | 27 Feb 2026Office of Government Ethics | 256 d | bought | MSD EIV Private, LLC (JRK Investments III) | $100,001–$250,000 | — | — |
| 12 Jun 2025 | 27 Feb 2026Office of Government Ethics | 260 d | sold | Kingfish Investments X, LLC | $100,001–$250,000 | — | — |
| 12 Jun 2025 | 27 Feb 2026Office of Government Ethics | 260 d | sold | North BDC, Inc | $15,001–$50,000 | — | — |
| 4 Jun 2025 | 27 Feb 2026Office of Government Ethics | 268 d | sold | SRP Continuation Partners, LP | $100,001–$250,000 | — | — |
| 2 Jun 2025 | 27 Feb 2026Office of Government Ethics | 270 d | bought | RCG Momentum, LP | $250,001–$500,000 | — | — |
| 27 May 2025 | 5 Jun 2026Office of Government Ethics | 374 d | sold | Red Cell Partners | $1,000,001–$5,000,000 | — | — |
| 27 May 2025 | 5 Jun 2026Office of Government Ethics | 374 d | sold | Red Cell Incubation Fund LP | $500,001–$1,000,000 | — | — |
| 29 Apr 2025 | 22 May 2026Office of Government Ethics | 388 d | bought | HealthQuest Tactical Opportunities Fund, L.P. | $100,001–$250,000 | — | — |
| 29 Apr 2025 | 22 May 2026Office of Government Ethics | 388 d | sold | Dawson Portfolio Finance 5 LP | $15,001–$50,000 | — | — |
| 21 Apr 2025 | 22 May 2026Office of Government Ethics | 396 d | bought | RCP GP Fund II, LP | $100,001–$250,000 | — | — |
| 17 Apr 2025 | 22 May 2026Office of Government Ethics | 400 d | sold | RSL Football Holdings LLC | $1,000,001–$5,000,000 | — | — |
| 16 Apr 2025 | 22 May 2026Office of Government Ethics | 401 d | bought | HealthQuest Tactical Opportunities Fund, L.P. | $15,001–$50,000 | — | — |
| 11 Apr 2025 | 22 May 2026Office of Government Ethics | 406 d | sold | Cotulla Aviation LP | $250,001–$500,000 | — | — |
| 7 Apr 2025 | 22 May 2026Office of Government Ethics | 410 d | bought | Red Cell Incubation Fund, LP | $100,001–$250,000 | — | — |
| 4 Apr 2025 | 22 May 2026Office of Government Ethics | 413 d | sold | Kingfish Investments II, LLC | $1,000,001–$5,000,000 | — | — |
| 3 Apr 2025 | 22 May 2026Office of Government Ethics | 414 d | sold | TMG Monument Investors LCL | $15,001–$50,000 | — | — |
| 31 Mar 2025 | 22 May 2026Office of Government Ethics | 417 d | sold | Dawson Portfolio Finance 5 LP | $1,001–$15,000 | — | — |
| 31 Mar 2025 | 22 May 2026Office of Government Ethics | 417 d | sold | Cresta SC Fund I-A LP | $50,001–$100,000 | — | — |
| 31 Mar 2025 | 22 May 2026Office of Government Ethics | 417 d | sold | MSD Hospitality Partners LP | $1,000,001–$5,000,000 | — | — |
| 28 Mar 2025 | 22 May 2026Office of Government Ethics | 420 d | bought | North Private Equity Fund I | $100,001–$250,000 | — | — |
| 28 Mar 2025 | 22 May 2026Office of Government Ethics | 420 d | bought | RCG Ventures Fund VIII, LP | $1,000,001–$5,000,000 | — | — |
| 28 Mar 2025 | 22 May 2026Office of Government Ethics | 420 d | bought | MSD Special Investments Fund II | $15,001–$50,000 | — | — |
| 28 Mar 2025 | 22 May 2026Office of Government Ethics | 420 d | sold | MSD Credit Opportunity Fund, L.P. | $250,001–$500,000 | — | — |
| 28 Mar 2025 | 22 May 2026Office of Government Ethics | 420 d | sold | Kingfish Investments X, LLC | $1,000,001–$5,000,000 | — | — |
| 27 Mar 2025 | 22 May 2026Office of Government Ethics | 421 d | sold | Cresta Royalty Partners LP | $15,001–$50,000 | — | — |
| 27 Mar 2025 | 22 May 2026Office of Government Ethics | 421 d | sold | MSD Investment Corp. (BDC) | $250,001–$500,000 | — | — |
| 26 Mar 2025 | 22 May 2026Office of Government Ethics | 422 d | bought | Turnbridge Real Estate Fund II | $250,001–$500,000 | — | — |
| 26 Mar 2025 | 22 May 2026Office of Government Ethics | 422 d | sold | Kingfish Investments V, LLC | $1,000,001–$5,000,000 | — | — |
| 24 Mar 2025 | 22 May 2026Office of Government Ethics | 424 d | bought | Dawson Portfolio Finance 5 LP | $100,001–$250,000 | — | — |
| 24 Mar 2025 | 22 May 2026Office of Government Ethics | 424 d | bought | MSD EIV Private, LLC | $100,001–$250,000 | — | — |
Both percentages are the stock’s move, not John Phelan’s return: a disclosure gives a band, never an amount, so nobody can say how much was bought or what it made. They run to the last close we hold — 9 Sep 2026, except where a name has since delisted, when the row names its own last session. We publish no close, no volume and no dollar figure behind them. 6 of the 191 rows shown carry a percentage; the rest are dashes with the reason on the row.
Positions come from the unitedstates/congress-legislators roster, the Office of Government Ethics and the SEC’s Form 4 index. Every disclosed line names its own source and links the document the government published; we print what the filing says and never a price we did not read from it. Headlines and links come from the GDELT Global Knowledge Graph — the story stays with the publisher. The portrait, where we have one, is the public-domain Congressional Bioguide photograph.
Some filings reach us as photographs of paper rather than as a form we can read as text. Those are shown here only once they have been read and checked, so this page can hold fewer lines than the filings behind it contain. The link on every row opens the original document, which is always the full record.