John Phelan — June 4, 2026

Disclosure Details

Politician: John Phelan
Disclosure document
Year: 2026
Filing Date: June 4, 2026
Branch: executive

Periodic Transaction Report

Asset Ticker Category Type Transaction Date Amount
Bear Lake Operations LLC PRIVATE EQUITY Purchase March 31, 2026 $250,001 - $500,000
Cresta SC Fund I-A LP PRIVATE EQUITY Purchase March 31, 2026 $15,001 - $50,000
Cresta Royalty Partners LP PRIVATE EQUITY Sale March 31, 2026 $15,001 - $50,000
Dawson Portfolio Finance 5 LP PRIVATE EQUITY Sale March 31, 2026 $15,001 - $50,000
RCG Ventures Fund VIII PRIVATE EQUITY Sale March 31, 2026 $1,001 - $15,000
Valence8 PE 2025 Fund PRIVATE EQUITY Purchase March 30, 2026 $1,000,001 - $5,000,000
MSD Investment Corp. (BDC) MSD FUND Sale March 27, 2026 $250,001 - $500,000
Kingfish Investments V, LLC PRIVATE EQUITY Sale March 27, 2026 $250,001 - $500,000
Kingfish Investments X, LLC PRIVATE EQUITY Sale March 27, 2026 $1,000,001 - $5,000,000
HealthQuest Tactical Opportunities Fund, L.P. FUND Purchase March 24, 2026 $15,001 - $50,000
26North BDC, Inc. 26N STOCK Purchase March 23, 2026 $100,001 - $250,000
Dawson Portfolio Finance LP PRIVATE EQUITY Purchase March 20, 2026 $50,001 - $100,000
White Tip Investments LLC PRIVATE EQUITY Sale March 17, 2026 $1,000,001 - $5,000,000
Double Mako Investments LLC PRIVATE EQUITY Sale March 17, 2026 $1,000,001 - $5,000,000
MSD Partners, L.P. PRIVATE EQUITY Sale March 13, 2026 $1,000,001 - $5,000,000
MSD Capital, LP PRIVATE EQUITY Sale March 13, 2026 $1,000,001 - $5,000,000
26North BDC, Inc. 26N STOCK Sale March 12, 2026 $15,001 - $50,000
MSD Special Investments Fund II, L.P. PRIVATE EQUITY Sale March 11, 2026 $50,001 - $100,000