John Phelan
Trades disclosed since Jun 2025 · latest filing Jun 5, 2026
Trades
93
44 buys · 49 sells
Reported volume
$79M – $170M
Sum of the reported ranges
Typical delay
132 days
Trade to filing
Last traded
Mar 31, 2026
Filed Jun 5, 2026
Track record
Stock buys of the last 2 years against the S&P 500Estimated holdings
EstimateSee what John Phelan likely holds
An estimate built from every disclosed trade, shown as a chart of positions, plus the full trade history with filters and links to each official filing.
Free. The chart behind this box is sample data.
Trade volume by year
BoughtSold2025
2026
Top of each reported range, by the year of the trade. Exact amounts are not disclosed.
Sectors traded
Whose account
Undisclosed 93
Trades 93
| Stock | Type | Amount | Filed |
|---|---|---|---|
| — Cresta Royalty Partners II | Buy | $500K – $1M | Jun 5, 2026 |
| — Kingfish Investments II, LLC | Sell | $100K – $250K | Jun 5, 2026 |
| — Vesper Muse LLC | Buy | $15K – $50K | Jun 5, 2026 |
| — Dawson Portfolio Finance 5 LP | Sell | $1K – $15K | Jun 5, 2026 |
| — GMF Group Fund II, LLC | Buy | $500K – $1M | Jun 5, 2026 |
| — Turnbridge Equities Real Estate Fund II | Buy | $100K – $250K | Jun 5, 2026 |
| — RMDC, Inc. | Sell | $500K – $1M | Jun 5, 2026 |
| — Kingfish Investments II, LLC | Sell | $15K – $50K | Jun 5, 2026 |
| — Valence8 PE 2024 Fund | Buy | $250K – $500K | Jun 5, 2026 |
| — MSD Special Investments Fund II, LP | Buy | $50K – $100K | Jun 5, 2026 |
No trades match these filters.
Most traded stocks
BuysSellsBDC3 trades
Trades are reported up to 45 days after they happen (sometimes later), as dollar ranges. Owner shows whose account the filing names: the person, a spouse, a dependent or a joint account. Filings show that a trade happened, not why. Nothing here is investment advice.
