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John Phelan

Executive branch Secretary

Department of The Navy · Executive branch disclosure record

191 trades

Disclosure transactions for John Phelan
Filed	Transaction	Issuer / asset	Transaction value	Official source
Jun 4, 2026 65-day lag	Sale Mar 31, 2026	CHRW Cresta Royalty Partners LP	$15K - $50K Reported range	OGE 278-T View filing
Jun 4, 2026 65-day lag	Sale Mar 31, 2026	DHI Dawson Portfolio Finance 5 LP	$15K - $50K Reported range	OGE 278-T View filing
Jun 4, 2026 66-day lag	Buy Mar 30, 2026	VFC Valence8 PE 2025 Fund	$1M Reported range	OGE 278-T View filing
Jun 4, 2026 69-day lag	Sale Mar 27, 2026	No ticker Kingfish Investments X, LLC	$1M Reported range	OGE 278-T View filing
Jun 4, 2026 69-day lag	Sale Mar 27, 2026	No ticker Kingfish Investments V, LLC	$250K Reported range	OGE 278-T View filing
Jun 4, 2026 69-day lag	Sale Mar 27, 2026	BDC MSD Investment Corp. MSD Investment Corp. (BDC)	$250K Reported range	OGE 278-T View filing
Jun 4, 2026 72-day lag	Buy Mar 24, 2026	FUL HealthQuest Tactical Opportun...	$15K - $50K Reported range	OGE 278-T View filing
Jun 4, 2026 73-day lag	Buy Mar 23, 2026	No ticker 26North BDC, Inc	$100K Reported range	OGE 278-T View filing
Jun 4, 2026 76-day lag	Buy Mar 20, 2026	DHI Dawson Portfolio Finance LP	$50K Reported range	OGE 278-T View filing
Jun 4, 2026 79-day lag	Sale Mar 17, 2026	WPC White Tip Investments LLC	$1M Reported range	OGE 278-T View filing
Jun 4, 2026 79-day lag	Sale Mar 17, 2026	DHI Double Mako Investments LLC	$1M Reported range	OGE 278-T View filing
Jun 4, 2026 83-day lag	Sale Mar 13, 2026	No ticker MSD Partners, L.P	$1M Reported range	OGE 278-T View filing
Jun 4, 2026 83-day lag	Sale Mar 13, 2026	No ticker MSD Capital, LP	$1M Reported range	OGE 278-T View filing
Jun 4, 2026 84-day lag	Sale Mar 12, 2026	No ticker 26North BDC, Inc	$15K - $50K Reported range	OGE 278-T View filing
Jun 4, 2026 85-day lag	Sale Mar 11, 2026	No ticker MSD Special Investments Fund ...	$50K Reported range	OGE 278-T View filing
Jun 4, 2026 125-day lag	Buy Jan 30, 2026	CHRW Cresta Royalty Partners II	$500K Reported range	OGE 278-T View filing
Jun 4, 2026 126-day lag	Sale Jan 29, 2026	No ticker Kingfish Investments II, LLC	$100K Reported range	OGE 278-T View filing
Jun 4, 2026 126-day lag	Sale Jan 29, 2026	DHI Dawson Portfolio Finance 5 LP	$1K - $15K Reported range	OGE 278-T View filing
Jun 4, 2026 126-day lag	Buy Jan 29, 2026	VFC Vesper Muse LLC	$15K - $50K Reported range	OGE 278-T View filing
Jun 4, 2026 127-day lag	Buy Jan 28, 2026	No ticker Turnbridge Equities Real Esta...	$100K Reported range	OGE 278-T View filing
Jun 4, 2026 127-day lag	Buy Jan 28, 2026	No ticker GMF Group Fund II, LLC	$500K Reported range	OGE 278-T View filing
Jun 4, 2026 128-day lag	Sale Jan 27, 2026	No ticker RMDC, Inc	$500K Reported range	OGE 278-T View filing
Jun 4, 2026 129-day lag	Sale Jan 26, 2026	No ticker Kingfish Investments II, LLC	$15K - $50K Reported range	OGE 278-T View filing
Jun 4, 2026 135-day lag	Buy Jan 20, 2026	VFC Valence8 PE 2024 Fund	$250K Reported range	OGE 278-T View filing
Jun 4, 2026 135-day lag	Buy Jan 20, 2026	No ticker MSD Special Investments Fund ...	$50K Reported range	OGE 278-T View filing
Jun 4, 2026 142-day lag	Buy Jan 13, 2026	FUL HealthQuest Tactical Opportun...	$15K - $50K Reported range	OGE 278-T View filing
Jun 4, 2026 143-day lag	Sale Jan 12, 2026	No ticker MSD Holdings, LP	$250K Reported range	OGE 278-T View filing
Jun 4, 2026 146-day lag	Sale Jan 9, 2026	CHRW Cotulla Aviation LP	$1M Reported range	OGE 278-T View filing
Jun 4, 2026 147-day lag	Buy Jan 8, 2026	BDC MSD Investment Corp. MSD Investment Corp. (BDC)	$250K Reported range	OGE 278-T View filing
Jun 4, 2026 150-day lag	Sale Jan 5, 2026	No ticker Kingfish Investments X, LLC	$500K Reported range	OGE 278-T View filing

Sale

Reported value range

$15K - $50K

CHRW

Cresta Royalty Partners LP Not reported

Traded

Mar 31, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$15K - $50K

DHI

Dawson Portfolio Finance 5 LP Not reported

Traded

Mar 31, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$1M

VFC

Valence8 PE 2025 Fund Not reported

Traded

Mar 30, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1M

No ticker

Kingfish Investments X, LLC Not reported

Traded

Mar 27, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$250K

No ticker

Kingfish Investments V, LLC Not reported

Traded

Mar 27, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$250K

BDC

MSD Investment Corp. Not reported

Traded

Mar 27, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$15K - $50K

FUL

HealthQuest Tactical Opportunities Fund, L.P Not reported

Traded

Mar 24, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$100K

No ticker

26North BDC, Inc Not reported

Traded

Mar 23, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$50K

DHI

Dawson Portfolio Finance LP Not reported

Traded

Mar 20, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1M

WPC

White Tip Investments LLC Not reported

Traded

Mar 17, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1M

DHI

Double Mako Investments LLC Not reported

Traded

Mar 17, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1M

No ticker

MSD Partners, L.P Not reported

Traded

Mar 13, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1M

No ticker

MSD Capital, LP Not reported

Traded

Mar 13, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$15K - $50K

No ticker

26North BDC, Inc Not reported

Traded

Mar 12, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$50K

No ticker

MSD Special Investments Fund II, L.P Not reported

Traded

Mar 11, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$500K

CHRW

Cresta Royalty Partners II Not reported

Traded

Jan 30, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$100K

No ticker

Kingfish Investments II, LLC Not reported

Traded

Jan 29, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1K - $15K

DHI

Dawson Portfolio Finance 5 LP Not reported

Traded

Jan 29, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$15K - $50K

VFC

Vesper Muse LLC Not reported

Traded

Jan 29, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$100K

No ticker

Turnbridge Equities Real Estate Fund II Not reported

Traded

Jan 28, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$500K

No ticker

GMF Group Fund II, LLC Not reported

Traded

Jan 28, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$500K

No ticker

RMDC, Inc Not reported

Traded

Jan 27, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$15K - $50K

No ticker

Kingfish Investments II, LLC Not reported

Traded

Jan 26, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$250K

VFC

Valence8 PE 2024 Fund Not reported

Traded

Jan 20, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$50K

No ticker

MSD Special Investments Fund II, LP Not reported

Traded

Jan 20, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$15K - $50K

FUL

HealthQuest Tactical Opportunities LP Not reported

Traded

Jan 13, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$250K

No ticker

MSD Holdings, LP Not reported

Traded

Jan 12, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1M

CHRW

Cotulla Aviation LP Not reported

Traded

Jan 9, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$250K

BDC

MSD Investment Corp. Not reported

Traded

Jan 8, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$500K

No ticker

Kingfish Investments X, LLC Not reported

Traded

Jan 5, 2026

Filed

Jun 4, 2026

Executive branch OGE 278-T

View filing Trade details

Showing 31 to 60 of 191 entries