|
John Phelan
|
executive |
Cresta Operating Partners LP |
|
PRIVATE EQUITY |
Purchase
|
Oct. 8, 2025 |
$$250,001 - $500,000 |
May 22, 2026 |
|
John Phelan
|
executive |
Two Roads Developments LLC loan |
|
FIXED INCOME |
Sale
|
Oct. 3, 2025 |
$$500,001 - $1,000,000 |
May 22, 2026 |
|
John Phelan
|
executive |
HealthQuest Tactical Opportunities Fund |
|
FUND |
Purchase
|
Oct. 2, 2025 |
$$15,001 - $50,000 |
May 22, 2026 |
|
John Phelan
|
executive |
MSD Hospitality Partners LP |
|
REAL ESTATE |
Sale
|
Sept. 30, 2025 |
$$500,001 - $1,000,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
Cresta Royalty Partners LP |
|
PRIVATE EQUITY |
Sale
|
Sept. 30, 2025 |
$$50,001 - $100,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
Dawson Portfolio Finance 5 LP |
|
PRIVATE EQUITY |
Sale
|
Sept. 29, 2025 |
$$1,001 - $15,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
Carriage House Investments LLP |
|
PRIVATE EQUITY |
Sale
|
Sept. 26, 2025 |
$$100,001 - $250,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
Cresta SC Fund I-A LP |
|
PRIVATE EQUITY |
Sale
|
Sept. 26, 2025 |
$$50,001 - $100,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
MSD Investment Corp. (BDC) |
MSD |
FUND |
Sale
|
Sept. 26, 2025 |
$$250,001 - $500,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
MSD EIV Private, LLC |
|
PRIVATE EQUITY |
Purchase
|
Sept. 25, 2025 |
$$15,001 - $50,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
Dawson Portfolio Finance 5 LP |
|
PRIVATE EQUITY |
Purchase
|
Sept. 25, 2025 |
$$15,001 - $50,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
26North BDC, Inc. |
26N |
STOCK |
Purchase
|
Sept. 24, 2025 |
$$100,001 - $250,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
TMG Haynesville Investors, LLC |
|
PRIVATE EQUITY |
Purchase
|
Sept. 24, 2025 |
$$250,001 - $500,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
Cotulla Aviation LP |
|
PRIVATE EQUITY |
Sale
|
Sept. 19, 2025 |
$$1,000,001 - $5,000,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
Cresta Royalty Partners II LP |
|
PRIVATE EQUITY |
Purchase
|
Sept. 18, 2025 |
$$100,001 - $250,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
Two Roads Development LLC Loan |
|
FIXED INCOME |
Sale
|
Sept. 15, 2025 |
$$1,000,001 - $5,000,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
26North BDC, Inc. |
26N |
STOCK |
Sale
|
Sept. 11, 2025 |
$$15,001 - $50,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
MSD EIV Private, LLC |
|
PRIVATE EQUITY |
Purchase
|
Sept. 10, 2025 |
$$100,001 - $250,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
NFP Continuation Partners, LP. |
|
PRIVATE EQUITY |
Sale
|
Sept. 4, 2025 |
$$250,001 - $500,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
Caden FLV, LLC |
|
PRIVATE EQUITY |
Sale
|
Sept. 4, 2025 |
$$15,001 - $50,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
HealthQuest Tactical Opportunities Fund, L.P. |
|
FUND |
Purchase
|
Sept. 4, 2025 |
$$15,001 - $50,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
RCG Ventures Fund VIII |
|
PRIVATE EQUITY |
Sale
|
Sept. 3, 2025 |
$$1,001 - $15,000 |
Feb. 27, 2026 |
|
John Phelan
|
executive |
Dawson Portfolio Finance 5 LP |
|
PRIVATE EQUITY |
Sale
|
Aug. 29, 2025 |
$$15,001 - $50,000 |
March 26, 2026 |
|
John Phelan
|
executive |
HealthQuest Tactical Opportunities Fund |
|
FUND |
Sale
|
Aug. 26, 2025 |
$$250,001 - $500,000 |
March 26, 2026 |
|
John Phelan
|
executive |
MSD Real Estate Credit Opportunity Fund II |
|
PRIVATE EQUITY |
Sale
|
Aug. 20, 2025 |
$$50,001 - $100,000 |
March 26, 2026 |