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| Politician | Branch | Asset | Ticker | Category | Type | Transaction Date | Amount | Filing Date |
|---|---|---|---|---|---|---|---|---|
| John Phelan | executive | Valence8 PE 2024 Fund | PRIVATE EQUITY | Purchase | April 20, 2026 | $$100,001 - $250,000 | June 4, 2026 | |
| John Phelan | executive | Valence8 PE 2025 Fund | PRIVATE EQUITY | Purchase | April 20, 2026 | $$250,001 - $500,000 | June 4, 2026 | |
| John Phelan | executive | Carriage House Investments LLP | PRIVATE EQUITY | Sale | April 15, 2026 | $$500,001 - $1,000,000 | June 4, 2026 | |
| John Phelan | executive | Valence8 Cayman LP | PRIVATE EQUITY | Sale | April 13, 2026 | $$100,001 - $250,000 | June 4, 2026 | |
| John Phelan | executive | Kingfish Investments X, LLC | PRIVATE EQUITY | Sale | April 10, 2026 | $$50,001 - $100,000 | June 4, 2026 | |
| John Phelan | executive | MSD Special Investments Fund L.P. | PRIVATE EQUITY | Sale | April 10, 2026 | $$15,001 - $50,000 | June 4, 2026 | |
| John Phelan | executive | HealthQuest Tactical Opportunities Fund L.P. | FUND | Purchase | April 10, 2026 | $$15,001 - $50,000 | June 4, 2026 | |
| John Phelan | executive | RCP GP Fund II, LP | PRIVATE EQUITY | Purchase | April 8, 2026 | $$100,001 - $250,000 | June 4, 2026 | |
| John Phelan | executive | Cresta Operating Partners (Non-Op Fund) LP | PRIVATE EQUITY | Purchase | April 1, 2026 | $$250,001 - $500,000 | June 4, 2026 | |
| John Phelan | executive | Cresta Royalty Partners II LP | PRIVATE EQUITY | Purchase | April 1, 2026 | $$50,001 - $100,000 | June 4, 2026 | |
| John Phelan | executive | Dawson Portfolio Finance 5 LP | PRIVATE EQUITY | Sale | March 31, 2026 | $$15,001 - $50,000 | June 4, 2026 | |
| John Phelan | executive | Cresta SC Fund I-A LP | PRIVATE EQUITY | Purchase | March 31, 2026 | $$15,001 - $50,000 | June 4, 2026 | |
| John Phelan | executive | RCG Ventures Fund VIII | PRIVATE EQUITY | Sale | March 31, 2026 | $$1,001 - $15,000 | June 4, 2026 | |
| John Phelan | executive | Bear Lake Operations LLC | PRIVATE EQUITY | Purchase | March 31, 2026 | $$250,001 - $500,000 | June 4, 2026 | |
| John Phelan | executive | Cresta Royalty Partners LP | PRIVATE EQUITY | Sale | March 31, 2026 | $$15,001 - $50,000 | June 4, 2026 | |
| John Phelan | executive | Valence8 PE 2025 Fund | PRIVATE EQUITY | Purchase | March 30, 2026 | $$1,000,001 - $5,000,000 | June 4, 2026 | |
| John Phelan | executive | Kingfish Investments V, LLC | PRIVATE EQUITY | Sale | March 27, 2026 | $$250,001 - $500,000 | June 4, 2026 | |
| John Phelan | executive | Kingfish Investments X, LLC | PRIVATE EQUITY | Sale | March 27, 2026 | $$1,000,001 - $5,000,000 | June 4, 2026 | |
| John Phelan | executive | MSD Investment Corp. (BDC) | MSD | FUND | Sale | March 27, 2026 | $$250,001 - $500,000 | June 4, 2026 |
| John Phelan | executive | HealthQuest Tactical Opportunities Fund, L.P. | FUND | Purchase | March 24, 2026 | $$15,001 - $50,000 | June 4, 2026 | |
| John Phelan | executive | 26North BDC, Inc. | 26N | STOCK | Purchase | March 23, 2026 | $$100,001 - $250,000 | June 4, 2026 |
| John Phelan | executive | Dawson Portfolio Finance LP | PRIVATE EQUITY | Purchase | March 20, 2026 | $$50,001 - $100,000 | June 4, 2026 | |
| John Phelan | executive | Double Mako Investments LLC | PRIVATE EQUITY | Sale | March 17, 2026 | $$1,000,001 - $5,000,000 | June 4, 2026 | |
| John Phelan | executive | White Tip Investments LLC | PRIVATE EQUITY | Sale | March 17, 2026 | $$1,000,001 - $5,000,000 | June 4, 2026 | |
| John Phelan | executive | MSD Capital, LP | PRIVATE EQUITY | Sale | March 13, 2026 | $$1,000,001 - $5,000,000 | June 4, 2026 |