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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
May 22, 2026 220-day lag	Buy Oct 14, 2025	No ticker ACG Cakes LP	$1M Reported range	OGE 278-T View filing
May 22, 2026 225-day lag	Sale Oct 9, 2025	No ticker Kingfish Investments VI, LLC	$1M Reported range	OGE 278-T View filing
May 22, 2026 226-day lag	Buy Oct 8, 2025	CHRW Cresta Operating Partners LP	$250K Reported range	OGE 278-T View filing
May 22, 2026 226-day lag	Buy Oct 8, 2025	No ticker Turnbridge Real Estate Fund II	$100K Reported range	OGE 278-T View filing
May 22, 2026 226-day lag	Sale Oct 8, 2025	No ticker Kingfish Investments II, LLC	$100K Reported range	OGE 278-T View filing
May 22, 2026 231-day lag	Sale Oct 3, 2025	No ticker Two Roads Developments LLC loan	$500K Reported range	OGE 278-T View filing
May 22, 2026 232-day lag	Buy Oct 2, 2025	FUL HealthQuest Tactical Opportun...	$15K - $50K Reported range	OGE 278-T View filing
May 22, 2026 388-day lag	Sale Apr 29, 2025	DHI Dawson Portfolio Finance 5 LP...	$15K - $50K Reported range	OGE 278-T View filing
May 22, 2026 388-day lag	Buy Apr 29, 2025	FUL HealthQuest Tactical Opportun...	$100K Reported range	OGE 278-T View filing
May 22, 2026 396-day lag	Buy Apr 21, 2025	No ticker RCP GP Fund II, LP See Endnote	$100K Reported range	OGE 278-T View filing
May 22, 2026 400-day lag	Sale Apr 17, 2025	No ticker RSL Football Holdings LLC	$1M Reported range	OGE 278-T View filing
May 22, 2026 401-day lag	Buy Apr 16, 2025	FUL HealthQuest Tactical Opportun...	$15K - $50K Reported range	OGE 278-T View filing
May 22, 2026 406-day lag	Sale Apr 11, 2025	CHRW Cotulla Aviation LP	$250K Reported range	OGE 278-T View filing
May 22, 2026 410-day lag	Buy Apr 7, 2025	No ticker Red Cell Incubation Fund, LP ...	$100K Reported range	OGE 278-T View filing
May 22, 2026 413-day lag	Sale Apr 4, 2025	No ticker Kingfish Investments II, LLC ...	$1M Reported range	OGE 278-T View filing
May 22, 2026 414-day lag	Sale Apr 3, 2025	No ticker TMG Monument Investors LCL Se...	$15K - $50K Reported range	OGE 278-T View filing
May 22, 2026 417-day lag	Sale Mar 31, 2025	CHRW Cresta SC Fund I-A LP See End...	$50K Reported range	OGE 278-T View filing
May 22, 2026 417-day lag	Sale Mar 31, 2025	DHI Dawson Portfolio Finance 5 LP...	$1K - $15K Reported range	OGE 278-T View filing
May 22, 2026 417-day lag	Sale Mar 31, 2025	No ticker MSD Hospitality Partners LP	$1M Reported range	OGE 278-T View filing
May 22, 2026 420-day lag	Sale Mar 28, 2025	No ticker MSD Credit Opportunity Fund, ...	$250K Reported range	OGE 278-T View filing
May 22, 2026 420-day lag	Buy Mar 28, 2025	No ticker 26North Private Equity Fund I...	$100K Reported range	OGE 278-T View filing
May 22, 2026 420-day lag	Sale Mar 28, 2025	No ticker Kingfish Investments X, LLC S...	$1M Reported range	OGE 278-T View filing
May 22, 2026 420-day lag	Buy Mar 28, 2025	No ticker MSD Special Investments Fund ...	$15K - $50K Reported range	OGE 278-T View filing
May 22, 2026 420-day lag	Buy Mar 28, 2025	No ticker RCG Ventures Fund VIII, LP Se...	$1M Reported range	OGE 278-T View filing
May 22, 2026 421-day lag	Sale Mar 27, 2025	CHRW Cresta Royalty Partners LP Se...	$15K - $50K Reported range	OGE 278-T View filing
May 22, 2026 421-day lag	Sale Mar 27, 2025	BDC MSD Investment Corp. See Endnote MSD Investment Corp. (BDC) See En...	$250K Reported range	OGE 278-T View filing
May 22, 2026 422-day lag	Buy Mar 26, 2025	No ticker Turnbridge Real Estate Fund I...	$250K Reported range	OGE 278-T View filing
May 22, 2026 422-day lag	Sale Mar 26, 2025	No ticker Kingfish Investments V, LLC S...	$1M Reported range	OGE 278-T View filing
May 22, 2026 424-day lag	Buy Mar 24, 2025	DHI Dawson Portfolio Finance 5 LP...	$100K Reported range	OGE 278-T View filing
May 22, 2026 424-day lag	Buy Mar 24, 2025	No ticker MSD EIV Private, LLC See Endnote	$100K Reported range	OGE 278-T View filing

Buy

Reported value range

$1M

No ticker

ACG Cakes LP Not reported

Traded

Oct 14, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1M

No ticker

Kingfish Investments VI, LLC Not reported

Traded

Oct 9, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$250K

CHRW

Cresta Operating Partners LP Not reported

Traded

Oct 8, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$100K

No ticker

Turnbridge Real Estate Fund II Not reported

Traded

Oct 8, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$100K

No ticker

Kingfish Investments II, LLC Not reported

Traded

Oct 8, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$500K

No ticker

Two Roads Developments LLC loan Not reported

Traded

Oct 3, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$15K - $50K

FUL

HealthQuest Tactical Opportunities Fund Not reported

Traded

Oct 2, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$15K - $50K

DHI

Dawson Portfolio Finance 5 LP See Endnote Not reported

Traded

Apr 29, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$100K

FUL

HealthQuest Tactical Opportunities Fund, L.P. See Endnote Not reported

Traded

Apr 29, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$100K

No ticker

RCP GP Fund II, LP See Endnote Not reported

Traded

Apr 21, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1M

No ticker

RSL Football Holdings LLC Not reported

Traded

Apr 17, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$15K - $50K

FUL

HealthQuest Tactical Opportunities Fund, L.P. See Endnote Not reported

Traded

Apr 16, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$250K

CHRW

Cotulla Aviation LP Not reported

Traded

Apr 11, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$100K

No ticker

Red Cell Incubation Fund, LP See Endnote Not reported

Traded

Apr 7, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1M

No ticker

Kingfish Investments II, LLC See Endnote Not reported

Traded

Apr 4, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$15K - $50K

No ticker

TMG Monument Investors LCL See Endnote Not reported

Traded

Apr 3, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$50K

CHRW

Cresta SC Fund I-A LP See Endnote Not reported

Traded

Mar 31, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1K - $15K

DHI

Dawson Portfolio Finance 5 LP See Endnote Not reported

Traded

Mar 31, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1M

No ticker

MSD Hospitality Partners LP Not reported

Traded

Mar 31, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$250K

No ticker

MSD Credit Opportunity Fund, L.P. See Endnote Not reported

Traded

Mar 28, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$100K

No ticker

26North Private Equity Fund I See Endnote Not reported

Traded

Mar 28, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1M

No ticker

Kingfish Investments X, LLC See Endnote Not reported

Traded

Mar 28, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$15K - $50K

No ticker

MSD Special Investments Fund II See Endnote Not reported

Traded

Mar 28, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$1M

No ticker

RCG Ventures Fund VIII, LP See Endnote Not reported

Traded

Mar 28, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$15K - $50K

CHRW

Cresta Royalty Partners LP See Endnote Not reported

Traded

Mar 27, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$250K

BDC

MSD Investment Corp. See Endnote Not reported

Traded

Mar 27, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$250K

No ticker

Turnbridge Real Estate Fund II See Endnote Not reported

Traded

Mar 26, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Sale

Reported value range

$1M

No ticker

Kingfish Investments V, LLC See Endnote Not reported

Traded

Mar 26, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$100K

DHI

Dawson Portfolio Finance 5 LP See Endnote Not reported

Traded

Mar 24, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Buy

Reported value range

$100K

No ticker

MSD EIV Private, LLC See Endnote Not reported

Traded

Mar 24, 2025

Filed

May 22, 2026

Executive branch OGE 278-T

View filing Trade details

Showing 91 to 120 of 191 entries