Dossier
John Phelan
Secretary, Department of The Navy · disclosures May 20 – May 12
Agency
Secretary, Department of The Navy
Disclosed trades
| Disclosed | Traded | Action | Ticker / Asset | Amount | Sector | Flags |
|---|---|---|---|---|---|---|
| May 12 | Mar 31 | BUY | Bear Lake Operations | $250K–$500K | — | |
| May 12 | Mar 27 | SELL | Kingfish Investments X | $1M–$5M | — | |
| May 12 | Mar 27 | SELL | Kingfish Investments V | $250K–$500K | — | |
| May 12 | Mar 17 | SELL | Double Mako Investments | $1M–$5M | — | |
| May 12 | Mar 17 | SELL | White Tip Investments | $1M–$5M | — | |
| May 12 | Mar 13 | SELL | MSD Capital LP | $1M–$5M | — | |
| May 12 | Mar 11 | SELL | MSD Special Investments Fund II L.P. | $50K–$100K | — | |
| May 12 | Mar 30 | BUY | Valence8 PE 2025 Fund | $1M–$5M | — | |
| May 12 | Mar 24 | BUY | HealthQuest Tactical Opportunities Fund L.P. | $15K–$50K | — | |
| May 12 | Mar 31 | BUY | Cresta SC Fund I-A LP | $15K–$50K | — | |
| May 12 | Mar 31 | SELL | Cresta Royalty Partners LP | $15K–$50K | — | |
| May 12 | Mar 31 | SELL | Dawson Portfolio Finance 5 LP | $15K–$50K | — | |
| May 12 | Mar 27 | SELL | $BDC MSD Investment (BDC) | $250K–$500K | Technology | |
| May 12 | Mar 23 | BUY | 26North BDC | $100K–$250K | — | |
| May 12 | Mar 20 | BUY | Dawson Portfolio Finance LP | $50K–$100K | — | |
| May 12 | Mar 12 | SELL | 26North BDC | $15K–$50K | — | |
| May 12 | Mar 31 | SELL | RCG Ventures Fund VIII | $1K–$15K | — | |
| May 12 | Mar 13 | SELL | MSD Partners L.P. | $1M–$5M | — | |
| May 12 | Apr 10 | SELL | Kingfish Investments X | $50K–$100K | — | |
| May 12 | Apr 10 | SELL | MSD Special Investments Fund L.P. | $15K–$50K | — | |
| May 12 | Apr 20 | BUY | Valence8 PE 2025 Fund | $250K–$500K | — | |
| May 12 | Apr 20 | BUY | Valence8 PE 2024 Fund | $100K–$250K | — | |
| May 12 | Apr 13 | SELL | Valence8 Cayman LP | $100K–$250K | — | |
| May 12 | Apr 10 | BUY | HealthQuest Tactical Opportunities Fund L.P. | $15K–$50K | — | |
| May 12 | Apr 8 | BUY | RCP GP Fund II LP | $100K–$250K | — | |
| May 12 | Apr 1 | BUY | Cresta Operating Partners (Non-Op Fund) LP | $250K–$500K | — | |
| May 12 | Apr 1 | BUY | Cresta Royalty Partners II LP | $50K–$100K | — | |
| May 12 | Apr 15 | SELL | Carriage House Investments LLP | $500K–$1M | — | |
| Mar 12 | Feb 27 | SELL | MSD Hospitality Partners LP | $50M–$50M | — | |
| Mar 12 | Feb 26 | BUY | Bear Lake Operations | $250K–$500K | — | |
| Mar 12 | Feb 11 | BUY | MSD Special Investments Fund II LP | $15K–$50K | — | |
| Mar 12 | Feb 11 | BUY | MSD EIV Private | $50K–$100K | — | |
| Mar 12 | Feb 10 | SELL | MSD EIV Private | $100K–$250K | — | |
| Mar 12 | Feb 9 | BUY | MSD Real Estate Credit Opportunity Fund II | $100K–$250K | — | |
| Mar 12 | Feb 4 | BUY | Bear Lake Operations | $100K–$250K | — | |
| Mar 12 | Feb 12 | BUY | HealthQuest Tactical Opportunities Fund LP | $250K–$500K | — | |
| Mar 12 | Feb 26 | SELL | Dawson Portfolio Finance 5 LP | $1K–$15K | — | |
| Mar 12 | Feb 13 | SELL | NFP Continuation Partners LP | $250K–$500K | — | |
| Mar 12 | Feb 6 | SELL | SRP Continuation Partners LP | $15K–$50K | — | |
| Mar 12 | Feb 23 | SELL | RCG Ventures Fund VIII | $15K–$50K | — | |
| Mar 12 | Feb 11 | SELL | RCG Momentum LP | $50K–$100K | — | |
| Mar 12 | Feb 19 | SELL | Caden Opportunity Fund | $1M–$5M | — | |
| Mar 12 | Jan 29 | SELL | Kingfish Investments II | $100K–$250K | — | |
| Mar 12 | Jan 27 | SELL | Rmdc | $500K–$1M | — | |
| Mar 12 | Jan 26 | SELL | Kingfish Investments II | $15K–$50K | — | |
| Mar 12 | Jan 20 | BUY | MSD Special Investments Fund II LP | $50K–$100K | — | |
| Mar 12 | Jan 12 | SELL | Msd Lp | $100K–$250K | — | |
| Mar 12 | Jan 5 | SELL | Kingfish Investments X | $500K–$1M | — | |
| Mar 12 | Jan 29 | BUY | Vesper Muse | $15K–$50K | — | |
| Mar 12 | Jan 28 | BUY | Turnbridge Equities Real Estate Fund II | $100K–$250K | — |
Showing 50 of 176 disclosures — full history in The Full Ledger (see the data dictionary).
Disclosures are drawn entirely from public STOCK Act and OGE Form 278-T filings; a conflict flag marks a trade in a sector the member's committee oversees (a signal to read, not a finding of wrongdoing). The average market-adjusted return is a descriptive summary of how these already-disclosed trades fared versus the market — it is not a prediction and not investment advice. Conflict screening compares trades only to the sectors a member's current committees oversee; members with no current committee seat (departed members, chamber leadership) aren't screened, so a 0 (or —) here is not an all-clear. See our methodology and data dictionary.
See how every flag is defined — and verify it against the original filings.
Read the methodology All tracked officials