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Politician Branch Asset Ticker Category Type Transaction Date Amount Filing Date
John Phelan executive MSD EIV Private LLC - Series B PRIVATE EQUITY Purchase Nov. 20, 2025 $$1,001 - $15,000 March 26, 2026
John Phelan executive SRP Continuation Partners LP PRIVATE EQUITY Sale Nov. 20, 2025 $$15,001 - $50,000 March 26, 2026
John Phelan executive HealthQuest Tactical Opportunities Fund FUND Purchase Nov. 18, 2025 $$15,001 - $50,000 March 26, 2026
John Phelan executive RCG Momentum LP FUND Sale Nov. 14, 2025 $$50,001 - $100,000 March 26, 2026
John Phelan executive AAG KP LP PRIVATE EQUITY Purchase Nov. 13, 2025 $$1,000,001 - $5,000,000 March 26, 2026
John Phelan executive RCP GP Fund II LP PRIVATE EQUITY Purchase Nov. 12, 2025 $$100,001 - $250,000 March 26, 2026
John Phelan executive HealthQuest Tactical Opportunities Fund FUND Purchase Nov. 4, 2025 $$15,001 - $50,000 March 26, 2026
John Phelan executive Double Mako Investments, LLC PRIVATE EQUITY Sale Nov. 3, 2025 $$5,000,001 - $25,000,000 March 26, 2026
John Phelan executive NFP Continuation Partners LP PRIVATE EQUITY Sale Nov. 3, 2025 $$250,001 - $500,000 March 26, 2026
John Phelan executive White Tip Investments, LLC PRIVATE EQUITY Sale Nov. 3, 2025 $$250,001 - $500,000 March 26, 2026
John Phelan executive RCG Ventures Fund VIII PRIVATE EQUITY Sale Oct. 30, 2025 $$15,001 - $50,000 May 22, 2026
John Phelan executive MSD Special Investments Fund II PRIVATE EQUITY Sale Oct. 27, 2025 $$50,001 - $100,000 May 22, 2026
John Phelan executive Valence8 PE 2022 Fund PRIVATE EQUITY Purchase Oct. 20, 2025 $$50,001 - $100,000 May 22, 2026
John Phelan executive Valence8 PE 2023 Fund PRIVATE EQUITY Purchase Oct. 20, 2025 $$100,001 - $250,000 May 22, 2026
John Phelan executive Valence8 PE 2024 Fund PRIVATE EQUITY Purchase Oct. 20, 2025 $$250,001 - $500,000 May 22, 2026
John Phelan executive HealthQuest Tactical Opportunities Fund FUND Purchase Oct. 17, 2025 $$15,001 - $50,000 May 22, 2026
John Phelan executive RM Atlantic Point Marina REAL ESTATE Purchase Oct. 15, 2025 $$1,000,001 - $5,000,000 May 22, 2026
John Phelan executive RCP APM Holdings LLC PRIVATE EQUITY Purchase Oct. 15, 2025 $$500,001 - $1,000,000 May 22, 2026
John Phelan executive Caden Long Equity Fund FUND Sale Oct. 15, 2025 $$100,001 - $250,000 May 22, 2026
John Phelan executive 26Nova Co-Invest PRIVATE EQUITY Purchase Oct. 14, 2025 $$1,000,001 - $5,000,000 May 22, 2026
John Phelan executive Dawson Portfolio Finance 5 LP PRIVATE EQUITY Sale Oct. 14, 2025 $$1,001 - $15,000 May 22, 2026
John Phelan executive ACG Cakes LP PRIVATE EQUITY Purchase Oct. 14, 2025 $$1,000,001 - $5,000,000 May 22, 2026
John Phelan executive Kingfish Investments VI, LLC PRIVATE EQUITY Sale Oct. 9, 2025 $$1,000,001 - $5,000,000 May 22, 2026
John Phelan executive Kingfish Investments II, LLC PRIVATE EQUITY Sale Oct. 8, 2025 $$100,001 - $250,000 May 22, 2026
John Phelan executive Turnbridge Real Estate Fund II REAL ESTATE Purchase Oct. 8, 2025 $$100,001 - $250,000 May 22, 2026