Phelan, John
Secretary
Disclosed trades
191
Purchases (all, mid $)
$37.7M
Sales (all, mid $)
$156.7M
Disclosed assets
641
All disclosed trades
Every extracted transaction (191 rows) — undated rows come from scans whose date was unreadable; • = repaired from scan, × = name unreadable
showing 191 of 191 matching rows — search reaches all 191
| Date ▼ | Official | Role | Asset | Type | Amount (band) | Mid $ | Note | Processed (UTC) |
|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | Phelan, John | Secretary | Valence8 PE 2025 Fund | buy | $250,001 - $500,000 | $375K | 2026-07-25 02:01 | |
| 2026-04-20 | Phelan, John | Secretary | Valence8 PE 2024 Fund | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:01 | |
| 2026-04-15 | Phelan, John | Secretary | Carriage House Investments LLP | sell | $500,001 - $1,000,000 | $750K | 2026-07-25 02:01 | |
| 2026-04-13 | Phelan, John | Secretary | Valence8 Cayman LP | sell | $100,001 - $250,000 | $175K | 2026-07-25 02:01 | |
| 2026-04-10 | Phelan, John | Secretary | Kingfish Investments X, LLC | sell | $50,001 - $100,000 | $75K | 2026-07-25 02:01 | |
| 2026-04-10 | Phelan, John | Secretary | MSD Special Investments Fund L.P. | sell | $15,001 - $50,000 | $33K | 2026-07-25 02:01 | |
| 2026-04-10 | Phelan, John | Secretary | HealthQuest Tactical Opportunities Fund L.P. | buy | $15,001 - $50,000 | $33K | 2026-07-25 02:01 | |
| 2026-04-08 | Phelan, John | Secretary | RCP GP Fund II, LP | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:01 | |
| 2026-04-01 | Phelan, John | Secretary | Cresta Operating Partners (Non-Op Fund) LP | buy | $250,001 - $500,000 | $375K | 2026-07-25 02:01 | |
| 2026-04-01 | Phelan, John | Secretary | Cresta Royalty Partners II LP | buy | $50,001 - $100,000 | $75K | 2026-07-25 02:01 | |
| 2026-03-31 | Phelan, John | Secretary | Bear Lake Operations LLC | buy | $250,001 - $500,000 | $375K | 2026-07-25 02:01 | |
| 2026-03-31 | Phelan, John | Secretary | Cresta SC Fund I-A LP | buy | $15,001 - $50,000 | $33K | 2026-07-25 02:01 | |
| 2026-03-31 | Phelan, John | Secretary | Cresta Royalty Partners LP | sell | $15,001 - $50,000 | $33K | 2026-07-25 02:01 | |
| 2026-03-31 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | sell | $15,001 - $50,000 | $33K | 2026-07-25 02:01 | |
| 2026-03-31 | Phelan, John | Secretary | RCG Ventures Fund VIII | sell | $1,001 - $15,000 | $8K | 2026-07-25 02:01 | |
| 2026-03-30 | Phelan, John | Secretary | Valence8 PE 2025 Fund | buy | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:01 | |
| 2026-03-27 | Phelan, John | Secretary | Kingfish Investments X, LLC | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:01 | |
| 2026-03-27 | Phelan, John | Secretary | Kingfish Investments V, LLC | sell | $250,001 - $500,000 | $375K | 2026-07-25 02:01 | |
| 2026-03-27 | Phelan, John | Secretary | MSD Investment Corp. (BDC) | sell | $250,001 - $500,000 | $375K | 2026-07-25 02:01 | |
| 2026-03-24 | Phelan, John | Secretary | HealthQuest Tactical Opportunities Fund, L.P. | buy | $15,001 - $50,000 | $33K | 2026-07-25 02:01 | |
| 2026-03-23 | Phelan, John | Secretary | 26North BDC, Inc. | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:01 | |
| 2026-03-20 | Phelan, John | Secretary | Dawson Portfolio Finance LP | buy | $50,001 - $100,000 | $75K | 2026-07-25 02:01 | |
| 2026-03-17 | Phelan, John | Secretary | Double Mako Investments LLC | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:01 | |
| 2026-03-17 | Phelan, John | Secretary | White Tip Investments LLC | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:01 | |
| 2026-03-13 | Phelan, John | Secretary | MSD Capital, LP | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:01 | |
| 2026-03-13 | Phelan, John | Secretary | MSD Partners, L.P. | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:01 | |
| 2026-03-12 | Phelan, John | Secretary | 26North BDC, Inc. | sell | $15,001 - $50,000 | $33K | 2026-07-25 02:01 | |
| 2026-03-11 | Phelan, John | Secretary | MSD Special Investments Fund II, L.P. | sell | $50,001 - $100,000 | $75K | 2026-07-25 02:01 | |
| 2026-02-27 | Phelan, John | Secretary | MSD Hospitality Partners LP | sell | Over $50,000,000 | $50.0M | 2026-05-04 20:38 | |
| 2026-02-26 | Phelan, John | Secretary | Bear Lake Operations LLC | buy | $250,001 - $500,000 | $375K | 2026-05-04 20:38 | |
| 2026-02-26 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:38 | |
| 2026-02-23 | Phelan, John | Secretary | RCG Ventures Fund VIII | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:38 | |
| 2026-02-19 | Phelan, John | Secretary | Caden Opportunity Fund | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-05-04 20:38 | |
| 2026-02-13 | Phelan, John | Secretary | NFP Continuation Partners LP | sell | $250,001 - $500,000 | $375K | 2026-05-04 20:38 | |
| 2026-02-12 | Phelan, John | Secretary | HealthQuest Tactical Opportunities Fund LP | buy | $250,001 - $500,000 | $375K | 2026-05-04 20:38 | |
| 2026-02-11 | Phelan, John | Secretary | MSD Special Investments Fund II, LP | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:38 | |
| 2026-02-11 | Phelan, John | Secretary | MSD EIV Private LLC | buy | $50,001 - $100,000 | $75K | 2026-05-04 20:38 | |
| 2026-02-11 | Phelan, John | Secretary | RCG Momentum LP | sell | $50,001 - $100,000 | $75K | 2026-05-04 20:38 | |
| 2026-02-10 | Phelan, John | Secretary | MSD EIV Private LLC | sell | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2026-02-09 | Phelan, John | Secretary | MSD Real Estate Credit Opportunity Fund II | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2026-02-06 | Phelan, John | Secretary | SRP Continuation Partners LP | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:38 | |
| 2026-02-04 | Phelan, John | Secretary | Bear Lake Operations LLC | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2026-01-30 | Phelan, John | Secretary | Cresta Royalty Partners II | buy | $500,001 - $1,000,000 | $750K | 2026-07-25 02:00 | |
| 2026-01-30 | Phelan, John | Secretary | Cresta Royalty Partners II | buy | $500,001 - $1,000,000 | $750K | 2026-07-25 02:02 | |
| 2026-01-29 | Phelan, John | Secretary | Kingfish Investments II, LLC | sell | $100,001 - $250,000 | $175K | 2026-07-25 02:00 | |
| 2026-01-29 | Phelan, John | Secretary | Vesper Muse LLC | buy | $15,001 - $50,000 | $33K | 2026-07-25 02:00 | |
| 2026-01-29 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | sell | $1,001 - $15,000 | $8K | 2026-07-25 02:00 | |
| 2026-01-29 | Phelan, John | Secretary | Kingfish Investments II, LLC | sell | $100,001 - $250,000 | $175K | 2026-07-25 02:02 | |
| 2026-01-29 | Phelan, John | Secretary | Vesper Muse LLC | buy | $15,001 - $50,000 | $33K | 2026-07-25 02:02 | |
| 2026-01-29 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | sell | $1,001 - $15,000 | $8K | 2026-07-25 02:02 | |
| 2026-01-28 | Phelan, John | Secretary | Turnbridge Equities Real Estate Fund II | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:00 | |
| 2026-01-28 | Phelan, John | Secretary | GMF Group Fund II, LLC | buy | $500,001 - $1,000,000 | $750K | 2026-07-25 02:00 | |
| 2026-01-28 | Phelan, John | Secretary | Turnbridge Equities Real Estate Fund II | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:02 | |
| 2026-01-28 | Phelan, John | Secretary | GMF Group Fund II, LLC | buy | $500,001 - $1,000,000 | $750K | 2026-07-25 02:02 | |
| 2026-01-27 | Phelan, John | Secretary | RMDC, Inc. | sell | $500,001 - $1,000,000 | $750K | 2026-07-25 02:00 | |
| 2026-01-27 | Phelan, John | Secretary | RMDC, Inc. | sell | $500,001 - $1,000,000 | $750K | 2026-07-25 02:02 | |
| 2026-01-26 | Phelan, John | Secretary | Kingfish Investments II, LLC | sell | $15,001 - $50,000 | $33K | 2026-07-25 02:00 | |
| 2026-01-26 | Phelan, John | Secretary | Kingfish Investments II, LLC | sell | $15,001 - $50,000 | $33K | 2026-07-25 02:02 | |
| 2026-01-20 | Phelan, John | Secretary | MSD Special Investments Fund II, LP | buy | $50,001 - $100,000 | $75K | 2026-07-25 02:00 | |
| 2026-01-20 | Phelan, John | Secretary | Valence8 PE 2024 Fund | buy | $250,001 - $500,000 | $375K | 2026-07-25 02:00 | |
| 2026-01-20 | Phelan, John | Secretary | MSD Special Investments Fund II, LP | buy | $50,001 - $100,000 | $75K | 2026-07-25 02:02 | |
| 2026-01-20 | Phelan, John | Secretary | Valence8 PE 2024 Fund | buy | $250,001 - $500,000 | $375K | 2026-07-25 02:02 | |
| 2026-01-13 | Phelan, John | Secretary | HealthQuest Tactical Opportunities LP | buy | $15,001 - $50,000 | $33K | 2026-07-25 02:00 | |
| 2026-01-13 | Phelan, John | Secretary | HealthQuest Tactical Opportunities LP | buy | $15,001 - $50,000 | $33K | 2026-07-25 02:02 | |
| 2026-01-12 | Phelan, John | Secretary | MSD Holdings, LP | sell | $100,001 - $250,000 | $175K | 2026-07-25 02:00 | |
| 2026-01-12 | Phelan, John | Secretary | MSD Holdings, LP | sell | $100,001 - $250,000 | $175K | 2026-07-25 02:02 | |
| 2026-01-09 | Phelan, John | Secretary | Cotulla Aviation LP | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:00 | |
| 2026-01-09 | Phelan, John | Secretary | Cotulla Aviation LP | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:02 | |
| 2026-01-08 | Phelan, John | Secretary | MSD Investment Corp. (BDC) | buy | $250,001 - $500,000 | $375K | 2026-07-25 02:00 | |
| 2026-01-08 | Phelan, John | Secretary | MSD Investment Corp. (BDC) | buy | $250,001 - $500,000 | $375K | 2026-07-25 02:02 | |
| 2026-01-05 | Phelan, John | Secretary | Kingfish Investments X, LLC | sell | $500,001 - $1,000,000 | $750K | 2026-07-25 02:00 | |
| 2026-01-05 | Phelan, John | Secretary | Kingfish Investments X, LLC | sell | $500,001 - $1,000,000 | $750K | 2026-07-25 02:02 | |
| 2025-11-26 | Phelan, John | Secretary | Kingfish Investments X, LLC | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-05-04 20:37 | |
| 2025-11-26 | Phelan, John | Secretary | MSD Capital, LP | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-05-04 20:37 | |
| 2025-11-26 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:37 | |
| 2025-11-20 | Phelan, John | Secretary | MSD EIV Private LLC - Series B | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:37 | |
| 2025-11-20 | Phelan, John | Secretary | SRP Continuation Partners LP | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:37 | |
| 2025-11-18 | Phelan, John | Secretary | HealthQuest Tactical Opportunities Fund | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:37 | |
| 2025-11-14 | Phelan, John | Secretary | RCG Momentum LP | sell | $50,001 - $100,000 | $75K | 2026-05-04 20:37 | |
| 2025-11-13 | Phelan, John | Secretary | AAG KP LP | buy | $1,000,001 - $5,000,000 | $3.0M | 2026-05-04 20:37 | |
| 2025-11-12 | Phelan, John | Secretary | RCP GP Fund II LP | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:37 | |
| 2025-11-04 | Phelan, John | Secretary | HealthQuest Tactical Opportunities Fund | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:37 | |
| 2025-11-03 | Phelan, John | Secretary | Double Mako Investments, LLC | sell | $5,000,001 - $25,000,000 | $15.0M | 2026-05-04 20:37 | |
| 2025-11-03 | Phelan, John | Secretary | White Tip Investments, LLC | sell | $250,001 - $500,000 | $375K | 2026-05-04 20:37 | |
| 2025-11-03 | Phelan, John | Secretary | NFP Continuation Partners LP | sell | $250,001 - $500,000 | $375K | 2026-05-04 20:37 | |
| 2025-10-30 | Phelan, John | Secretary | RCG Ventures Fund VIII | sell | $15,001 - $50,000 | $33K | 2026-07-25 02:05 | |
| 2025-10-27 | Phelan, John | Secretary | MSD Special Investments Fund II | sell | $50,001 - $100,000 | $75K | 2026-07-25 02:05 | |
| 2025-10-20 | Phelan, John | Secretary | Valence8 PE 2024 Fund | buy | $250,001 - $500,000 | $375K | 2026-07-25 02:05 | |
| 2025-10-20 | Phelan, John | Secretary | Valence8 PE 2023 Fund | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:05 | |
| 2025-10-20 | Phelan, John | Secretary | Valence8 PE 2022 Fund | buy | $50,001 - $100,000 | $75K | 2026-07-25 02:05 | |
| 2025-10-17 | Phelan, John | Secretary | HealthQuest Tactical Opportunities Fund | buy | $15,001 - $50,000 | $33K | 2026-07-25 02:05 | |
| 2025-10-15 | Phelan, John | Secretary | RM Atlantic Point Marina | buy | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:05 | |
| 2025-10-15 | Phelan, John | Secretary | RCP APM Holdings LLC | buy | $500,001 - $1,000,000 | $750K | 2026-07-25 02:05 | |
| 2025-10-15 | Phelan, John | Secretary | Caden Long Equity Fund | sell | $100,001 - $250,000 | $175K | 2026-07-25 02:05 | |
| 2025-10-14 | Phelan, John | Secretary | 26Nova Co-Invest | buy | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:05 | |
| 2025-10-14 | Phelan, John | Secretary | ACG Cakes LP | buy | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:05 | |
| 2025-10-14 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | sell | $1,001 - $15,000 | $8K | 2026-07-25 02:05 | |
| 2025-10-09 | Phelan, John | Secretary | Kingfish Investments VI, LLC | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:05 | |
| 2025-10-08 | Phelan, John | Secretary | Kingfish Investments II, LLC | sell | $100,001 - $250,000 | $175K | 2026-07-25 02:05 | |
| 2025-10-08 | Phelan, John | Secretary | Turnbridge Real Estate Fund II | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:05 | |
| 2025-10-08 | Phelan, John | Secretary | Cresta Operating Partners LP | buy | $250,001 - $500,000 | $375K | 2026-07-25 02:05 | |
| 2025-10-03 | Phelan, John | Secretary | Two Roads Developments LLC loan | sell | $500,001 - $1,000,000 | $750K | 2026-07-25 02:05 | |
| 2025-10-02 | Phelan, John | Secretary | HealthQuest Tactical Opportunities Fund | buy | $15,001 - $50,000 | $33K | 2026-07-25 02:05 | |
| 2025-09-30 | Phelan, John | Secretary | MSD Hospitality Partners LP | sell | $500,001 - $1,000,000 | $750K | 2026-05-04 20:38 | |
| 2025-09-30 | Phelan, John | Secretary | Cresta Royalty Partners LP | sell | $50,001 - $100,000 | $75K | 2026-05-04 20:38 | |
| 2025-09-29 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:38 | |
| 2025-09-26 | Phelan, John | Secretary | MSD Investment Corp. (BDC) | sell | $250,001 - $500,000 | $375K | 2026-05-04 20:38 | |
| 2025-09-26 | Phelan, John | Secretary | Cresta SC Fund I-A LP | sell | $50,001 - $100,000 | $75K | 2026-05-04 20:38 | |
| 2025-09-26 | Phelan, John | Secretary | Carriage House Investments LLP | sell | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-09-25 | Phelan, John | Secretary | MSD EIV Private, LLC | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:38 | |
| 2025-09-25 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:38 | |
| 2025-09-24 | Phelan, John | Secretary | TMG Haynesville Investors, LLC | buy | $250,001 - $500,000 | $375K | 2026-05-04 20:38 | |
| 2025-09-24 | Phelan, John | Secretary | 26North BDC, Inc. | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-09-19 | Phelan, John | Secretary | Cotulla Aviation LP | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-05-04 20:38 | |
| 2025-09-18 | Phelan, John | Secretary | Cresta Royalty Partners II LP | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-09-15 | Phelan, John | Secretary | Two Roads Development LLC Loan | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-05-04 20:38 | |
| 2025-09-11 | Phelan, John | Secretary | 26North BDC, Inc. | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:38 | |
| 2025-09-10 | Phelan, John | Secretary | MSD EIV Private, LLC | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-09-04 | Phelan, John | Secretary | HealthQuest Tactical Opportunities Fund, L.P. | buy | $15,001 - $50,000 | $33K | 2026-05-04 20:38 | |
| 2025-09-04 | Phelan, John | Secretary | NFP Continuation Partners, LP. | sell | $250,001 - $500,000 | $375K | 2026-05-04 20:38 | |
| 2025-09-04 | Phelan, John | Secretary | Caden FLV, LLC | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:38 | |
| 2025-09-03 | Phelan, John | Secretary | RCG Ventures Fund VIII | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:38 | |
| 2025-08-29 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:38 | |
| 2025-08-26 | Phelan, John | Secretary | HealthQuest Tactical Opportunities Fund | sell | $250,001 - $500,000 | $375K | 2026-05-04 20:38 | |
| 2025-08-20 | Phelan, John | Secretary | MSD Real Estate Credit Opportunity Fund II | sell | $50,001 - $100,000 | $75K | 2026-05-04 20:38 | |
| 2025-08-20 | Phelan, John | Secretary | Caden FLV, LLC | sell | $500,001 - $1,000,000 | $750K | 2026-05-04 20:38 | |
| 2025-08-18 | Phelan, John | Secretary | SRP Continuation Partners LP | sell | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-08-14 | Phelan, John | Secretary | RCP GP Fund II LP | buy | $250,001 - $500,000 | $375K | 2026-05-04 20:38 | |
| 2025-08-14 | Phelan, John | Secretary | RCG Momentum LP | sell | $50,001 - $100,000 | $75K | 2026-05-04 20:38 | |
| 2025-08-12 | Phelan, John | Secretary | Turnbridge Real Estate Fund II | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-08-01 | Phelan, John | Secretary | RCG Ventures Fund VIII | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:38 | |
| 2025-07-30 | Phelan, John | Secretary | MSD Hospitality Partners LP | sell | $500,001 - $1,000,000 | $750K | 2026-07-25 02:02 | |
| 2025-07-30 | Phelan, John | Secretary | MSD Credit Opportunity Fund, L.P. | sell | $100,001 - $250,000 | $175K | 2026-07-25 02:02 | |
| 2025-07-30 | Phelan, John | Secretary | Cresta SC Fund I-A LP | sell | $50,001 - $100,000 | $75K | 2026-07-25 02:02 | |
| 2025-07-30 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | sell | $15,001 - $50,000 | $33K | 2026-07-25 02:02 | |
| 2025-07-28 | Phelan, John | Secretary | MSD EIV Private, LLC | sell | $50,001 - $100,000 | $75K | 2026-07-25 02:02 | |
| 2025-07-28 | Phelan, John | Secretary | Kingfish Investments II, LLC | buy | $500,001 - $1,000,000 | $750K | 2026-07-25 02:02 | |
| 2025-07-28 | Phelan, John | Secretary | Cresta Royalty Partners LP | buy | $50,001 - $100,000 | $75K | 2026-07-25 02:02 | |
| 2025-07-23 | Phelan, John | Secretary | 26North Private Equity Fund I | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:02 | |
| 2025-07-22 | Phelan, John | Secretary | Caden Long Equity Fund | sell | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-07-21 | Phelan, John | Secretary | Valence8 PE 2023 Fund | buy | $50,001 - $100,000 | $75K | 2026-07-25 02:02 | |
| 2025-07-21 | Phelan, John | Secretary | Valence8 PE 2022 Fund | buy | $50,001 - $100,000 | $75K | 2026-07-25 02:02 | |
| 2025-07-18 | Phelan, John | Secretary | Cotulla Aviation LP | sell | $50,001 - $100,000 | $75K | 2026-07-25 02:02 | |
| 2025-07-17 | Phelan, John | Secretary | HealthQuest Tactical Opportunities Fund, L.P. | buy | $15,001 - $50,000 | $33K | 2026-07-25 02:02 | |
| 2025-07-16 | Phelan, John | Secretary | RSL Football Holdings LLC | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:02 | |
| 2025-07-16 | Phelan, John | Secretary | Cresta Royalty Partners II LP | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:02 | |
| 2025-07-15 | Phelan, John | Secretary | Kingfish Investments II, LLC | sell | $250,001 - $500,000 | $375K | 2026-07-25 02:02 | |
| 2025-07-14 | Phelan, John | Secretary | Arcadia Gameto Investors LP | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:02 | |
| 2025-07-10 | Phelan, John | Secretary | Highline Investors LLC | buy | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:02 | |
| 2025-07-09 | Phelan, John | Secretary | 12 South Investor JV, LLC | buy | $250,001 - $500,000 | $375K | 2026-07-25 02:02 | |
| 2025-06-30 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:38 | |
| 2025-06-27 | Phelan, John | Secretary | MSD Investment Corp. (BDC) | sell | $250,001 - $500,000 | $375K | 2026-05-04 20:38 | |
| 2025-06-24 | Phelan, John | Secretary | TMG Haynesville Investors, LLC | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-06-24 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-06-24 | Phelan, John | Secretary | RCG Ventures Fund VIII | sell | $1,001 - $15,000 | $8K | 2026-05-04 20:38 | |
| 2025-06-23 | Phelan, John | Secretary | Cresta Royalty Partners LP | buy | $50,001 - $100,000 | $75K | 2026-05-04 20:38 | |
| 2025-06-20 | Phelan, John | Secretary | Blue Owl Capital Inc. Class A Common Stock (OWL) | sell | $5,000,001 - $25,000,000 | $15.0M | 2026-07-25 02:02 | |
| 2025-06-20 | Phelan, John | Secretary | TMG Monument Investors LLC | sell | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-06-18 | Phelan, John | Secretary | MSD Special Investments Fund II | buy | $50,001 - $100,000 | $75K | 2026-05-04 20:38 | |
| 2025-06-16 | Phelan, John | Secretary | TMG VCLR Investor, LLC | buy | $1,001 - $15,000 | $8K | 2026-05-04 20:38 | |
| 2025-06-16 | Phelan, John | Secretary | RCG Momentum, LP | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-06-16 | Phelan, John | Secretary | MSD EIV Private, LLC (JRK Investments III) | buy | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-06-12 | Phelan, John | Secretary | Kingfish Investments X, LLC | sell | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-06-12 | Phelan, John | Secretary | 26North BDC, Inc | sell | $15,001 - $50,000 | $33K | 2026-05-04 20:38 | |
| 2025-06-04 | Phelan, John | Secretary | SRP Continuation Partners, LP | sell | $100,001 - $250,000 | $175K | 2026-05-04 20:38 | |
| 2025-06-02 | Phelan, John | Secretary | RCG Momentum, LP | buy | $250,001 - $500,000 | $375K | 2026-05-04 20:38 | |
| 2025-05-27 | Phelan, John | Secretary | (name unreadable on scan) | sell | $1,000,001 - $5,000,000 | $3.0M | × | 2026-07-25 02:00 |
| 2025-05-27 | Phelan, John | Secretary | (name unreadable on scan) | sell | $500,001 - $1,000,000 | $750K | × | 2026-07-25 02:00 |
| 2025-04-29 | Phelan, John | Secretary | HealthQuest Tactical Opportunities Fund, L.P. | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:06 | |
| 2025-04-29 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | sell | $15,001 - $50,000 | $33K | 2026-07-25 02:06 | |
| 2025-04-21 | Phelan, John | Secretary | RCP GP Fund II, LP | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:06 | |
| 2025-04-17 | Phelan, John | Secretary | RSL Football Holdings LLC | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:06 | |
| 2025-04-16 | Phelan, John | Secretary | HealthQuest Tactical Opportunities Fund, L.P. | buy | $15,001 - $50,000 | $33K | 2026-07-25 02:06 | |
| 2025-04-11 | Phelan, John | Secretary | Cotulla Aviation LP | sell | $250,001 - $500,000 | $375K | 2026-07-25 02:06 | |
| 2025-04-07 | Phelan, John | Secretary | Red Cell Incubation Fund, LP | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:06 | |
| 2025-04-04 | Phelan, John | Secretary | Kingfish Investments II, LLC | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:06 | |
| 2025-04-03 | Phelan, John | Secretary | TMG Monument Investors LCL | sell | $15,001 - $50,000 | $33K | 2026-07-25 02:06 | |
| 2025-03-31 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | sell | $1,001 - $15,000 | $8K | 2026-07-25 02:06 | |
| 2025-03-31 | Phelan, John | Secretary | Cresta SC Fund I-A LP | sell | $50,001 - $100,000 | $75K | 2026-07-25 02:06 | |
| 2025-03-31 | Phelan, John | Secretary | MSD Hospitality Partners LP | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:06 | |
| 2025-03-28 | Phelan, John | Secretary | 26North Private Equity Fund I | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:06 | |
| 2025-03-28 | Phelan, John | Secretary | RCG Ventures Fund VIII, LP | buy | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:06 | |
| 2025-03-28 | Phelan, John | Secretary | MSD Special Investments Fund II | buy | $15,001 - $50,000 | $33K | 2026-07-25 02:06 | |
| 2025-03-28 | Phelan, John | Secretary | MSD Credit Opportunity Fund, L.P. | sell | $250,001 - $500,000 | $375K | 2026-07-25 02:06 | |
| 2025-03-28 | Phelan, John | Secretary | Kingfish Investments X, LLC | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:06 | |
| 2025-03-27 | Phelan, John | Secretary | Cresta Royalty Partners LP | sell | $15,001 - $50,000 | $33K | 2026-07-25 02:06 | |
| 2025-03-27 | Phelan, John | Secretary | MSD Investment Corp. (BDC) | sell | $250,001 - $500,000 | $375K | 2026-07-25 02:06 | |
| 2025-03-26 | Phelan, John | Secretary | Turnbridge Real Estate Fund II | buy | $250,001 - $500,000 | $375K | 2026-07-25 02:06 | |
| 2025-03-26 | Phelan, John | Secretary | Kingfish Investments V, LLC | sell | $1,000,001 - $5,000,000 | $3.0M | 2026-07-25 02:06 | |
| 2025-03-24 | Phelan, John | Secretary | Dawson Portfolio Finance 5 LP | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:06 | |
| 2025-03-24 | Phelan, John | Secretary | MSD EIV Private, LLC | buy | $100,001 - $250,000 | $175K | 2026-07-25 02:06 |
Assets & income
Everything disclosed across this official's filings
showing 400 of 641 matching rows — search reaches all 641
| Official | Asset | Value (band) | Mid $ ▼ | Income type | Processed (UTC) |
|---|---|---|---|---|---|
| Phelan, John | Fine Art and Furniture Collection | Over $50,000,000 | $50.0M | – | 2026-07-18 23:31 |
| Phelan, John | Broadcom, Inc. (AVGO) | Over $50,000,000 | $50.0M | Capital Gains Dividend | 2026-07-18 23:31 |
| Phelan, John | Dell Technologies, Inc. (DELL) | Over $50,000,000 | $50.0M | Capital Gains Dividend | 2026-07-18 23:31 |
| Phelan, John | BLF Treasury Trust (TTTXX) | Over $50,000,000 | $50.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSD Hospitality Partners LP | Over $50,000,000 | $50.0M | – | 2026-07-18 23:31 |
| Phelan, John | Kingfish Investments II, LLC | $25,000,001 - $50,000,000 | $37.5M | Dividends | 2026-07-18 23:31 |
| Phelan, John | Berkshire Hathaway Inc (BRK.B) | $25,000,001 - $50,000,000 | $37.5M | – | 2026-07-18 23:31 |
| Phelan, John | Gotham Triple Advantage Custom Series (other underlying assets not ascertainable). | $25,000,001 - $50,000,000 | $37.5M | – | 2026-07-18 23:31 |
| Phelan, John | GS FS Treasury Solutions MM Fund Mutual Fund (FEDXX) | $25,000,001 - $50,000,000 | $37.5M | – | 2026-07-18 23:31 |
| Phelan, John | Kingfish Investments II, LLC | $25,000,001 - $50,000,000 | $37.5M | Capital Gains Dividend | 2026-07-18 23:31 |
| Phelan, John | Bear Lake Investments LLC | $25,000,001 - $50,000,000 | $37.5M | – | 2026-07-18 23:31 |
| Phelan, John | Residential Real Estate, Rifle, CO | $25,000,001 - $50,000,000 | $37.5M | Rent or Royalties | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - MSD RING PARTNERS, LLC | $25,000,001 - $50,000,000 | $37.5M | Dividends | 2026-07-18 23:31 |
| Phelan, John | Cap 2012 Holdings LLC | $25,000,001 - $50,000,000 | $37.5M | Capital Gains Dividend | 2026-07-18 23:31 |
| Phelan, John | Kingfish Investments X, LLC | $5,000,001 - $25,000,000 | $15.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | Apollo Global Management Inc. (New) Common Stock (APO) | $5,000,001 - $25,000,000 | $15.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | Blue Owl Capital Inc. Class A Common Stock (OWL) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | Goldman Exchange Place All Cap | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | Hayward Holdings Inc. Common Stock (HAYW) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | Real Salt Lake (MLS Soccer Team) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | JP Morgan 100% US Treasury Secs Mny Mkt Fd (CJTXX) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | U.S. Bank 2 Cash Account | $5,000,001 - $25,000,000 | $15.0M | Interest | 2026-07-18 23:31 |
| Phelan, John | Kingfish Investments X, LLC | $5,000,001 - $25,000,000 | $15.0M | Capital Gains Dividend | 2026-07-18 23:31 |
| Phelan, John | MSD Credit Opportunity Fund, L.P. | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSD EIV Private, LLC - Series B | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSD Growth Fund, L.P. | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSD Real Estate Credit Opportunity Funds II, L.P. | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSD Special Investments Fund II, L.P. | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | AvTech Homes LLC (real estate development corporation) | $5,000,001 - $25,000,000 | $15.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | JPMA LLC (quail hunting land and future development in Thomasville, GA) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | Bear Lake Operations LLC (development operations at Bear Lake, NC) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | Longleaf Construction Services LLC (apartment and home building construction business) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | Longleaf Resources of Florida LLC (sitework construction business) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | Ealdwood Supply LLC (building supply business) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | Greenwood Sanctuary LLC (apartment development site in Asheville, NC) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | JRPJP LLC (industrial development site in Jefferson County, FL) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | Westchester Magnolia LLC (land and land marked structure with residential development in Thomasville, GA) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | Rye-Build LLC (future opportunity zone site contracting and construction work) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | La La Land Kind Cafe (specialty coffee stores) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - JRK MF Opportunities I L.P. (JRK EMP Class) | $5,000,001 - $25,000,000 | $15.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - JRK MF Opportunities I L.P. (JRK MSD Class) | $5,000,001 - $25,000,000 | $15.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - JRK MF Opportunities II L.P. (JRK2 EMP Class) | $5,000,001 - $25,000,000 | $15.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - MSD Knox Investors | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - MSD Block 185 Investments | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | SLP WEST HOLDINGS CO-INVEST, L.P. | $5,000,001 - $25,000,000 | $15.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSD PRIVATE CREDIT OPPORTUNITY FUND, L.P. (Evergreen) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - MSD BOLT INVESTORS, LLC (ENDRIES) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | SOF INVESTMENTS II, L.P. | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | JNE FUND LP | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | Federated Government Obligations Fund Institutional Shares (GOIXX) | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSD Private Credit Opportunity Fund 2, L.P. | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | Atreides Foundation Fund, L.P. | $5,000,001 - $25,000,000 | $15.0M | – | 2026-07-18 23:31 |
| Phelan, John | Dine Brands Global, Inc. (DIN) | $1,000,001 - $5,000,000 | $3.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | GitLab Inc. Class A Common Stock (GTLB) | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Life Time Group Holdings Inc. Common Stock (LTH) | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | SPDR S&P 500 ETF Trust (SPY) | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | U.S. Bank 1 Cash account | $1,000,001 - $5,000,000 | $3.0M | Interest | 2026-07-18 23:31 |
| Phelan, John | United Kingdom of Great Britain and Northern Ireland, bond | $1,000,001 - $5,000,000 | $3.0M | Interest | 2026-07-18 23:31 |
| Phelan, John | City Storage Systems (software company in the food business). | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSD EIV Private, LLC | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Bracco Credit Opportunity Fund (underlying assets not ascertainable). | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Longleaf Building Services LLC (construction business in Jefferson County, FL) | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Jefferson County Materials LLC (sand mine and sod farm in Jefferson County, FL) | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Exeter DFL SPV, L.P. (Dunkin Donuts franchisee) | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | HealthQuest Tactical Opportunities Fund, L.P. | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Cotulla Aviation LP | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Valence8 PE 2022 Fund LP | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Valence8 PE 2023 Fund LP | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Wachtmeister Holdings LLC | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Red Cell Partners, LLC | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Andalusian SPV I LP | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Charter Oak Fund I LP | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | BCIS TMG Investor LP | $1,000,001 - $5,000,000 | $3.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | Vesper Muse LLC | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Hardcrafted LLC (spirits company) | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Myrtelle LLC (neurological gene therapy company) | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Nosotros Life and Spirits, Inc. (spirits company) | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Quantgene Inc (biotech cancer detection company) | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | RCP GP Fund I, LLC | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - JRK MF Opportunities II L.P. (JRK2 MSD Class) | $1,000,001 - $5,000,000 | $3.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - MSD Mariner Investments (Maryland) | $1,000,001 - $5,000,000 | $3.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - MSD Storage Investors (StorQuest/Hawthorne) | $1,000,001 - $5,000,000 | $3.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - MSD State House Investors | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | SOFPEI (CLH) CARDINAL LAND HOLDINGS | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - MSD AQUA PARTNERS, LLC | $1,000,001 - $5,000,000 | $3.0M | Capital Gains | 2026-07-18 23:31 |
| Phelan, John | MSD SPECIAL INVESTMENTS FUND, L.P. | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSD Select Investments, L.P (RS Access) | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSD CREDIT OPPORTUNITY FUND, L.P. | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSD REAL ESTATE CREDIT OPPORTUNITY FUND, L.P. | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | CADEN LONG EQUITY FUND, L.P. (underlying assets not ascertainable). | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | GUSTO (SERIES C) (payroll service company). | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | OURA HEALTH (SERIES A) (company that owns the oura ring). | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Valence8 Diversified LP | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | MSD Geo Partners, L.P. | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | NFP Continuation Partners LP (Planet Fitness franchisee) | $1,000,001 - $5,000,000 | $3.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSD Credit Opportunity Fund, L.P. | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | SRP Continuation Partners, LP (IHop franchisee) | $1,000,001 - $5,000,000 | $3.0M | Dividends | 2026-07-18 23:31 |
| Phelan, John | Residential Real Estate, West Palm Beach, FL | $1,000,001 - $5,000,000 | $3.0M | – | 2026-07-18 23:31 |
| Phelan, John | Rugger Management LLC (private investment company) | $500,001 - $1,000,000 | $750K | Interest | 2026-07-18 23:31 |
| Phelan, John | Sanctuary Resources LLC (business that will be constructing apartment building in Asheville, NC) | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | Investment Holdings West LLC (future opportunity zone in Monks Corner, SC) | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | Greenwood Participation Inc. (Site contracting, building supply, vertical construction company) | $500,001 - $1,000,000 | $750K | Dividends | 2026-07-18 23:31 |
| Phelan, John | Turnbridge Real Estate Fund II | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | Red Cell Incubation Fund GP, LLC | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | Arcadia Bryn Investors LP | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | Arcadia Gameto Investors LP | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | Trust Ventures Fund II, LP | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | MSD Palmilla Land, LLC (Cash and Tax Receivable) (Holdback from sale of MSDREI - Palmilla Land (Espiritu / Cabo)) | $500,001 - $1,000,000 | $750K | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSDREI - Waikoloa (HI) | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - JRK PLATFORM 4 L.P. (JRK 4 EMP CLASS) | $500,001 - $1,000,000 | $750K | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - MSD Related | $500,001 - $1,000,000 | $750K | Dividends | 2026-07-18 23:31 |
| Phelan, John | TAHL PROPP MANHATTAN NORTH INVESTORS V LLC | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | SOFPEI (FOX HOLLOW) | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | SOFPEI (GAP BROADCASTING WEST) | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | SOFPEI (KISSIMEE 2) | $500,001 - $1,000,000 | $750K | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - MSD OWL ROCK INVESTMENTS, LLC (OWL ROCK GP 2018) [XVAL PORTION] | $500,001 - $1,000,000 | $750K | Capital Gains | 2026-07-18 23:31 |
| Phelan, John | ACORNS GROW INC - SERIES E-1 (financial technology company). | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | BRIVO INC (SERIES A-2) (cloud-based access control SaaS company). | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | Valence8 PE 2022 Fund LP | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | MSD Real Estate Credit Opportunity Fund LP | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | MSD Private Credit Opportunity Fund 2 LP | $500,001 - $1,000,000 | $750K | – | 2026-07-18 23:31 |
| Phelan, John | Cresta SC Fund I-A LP | $500,001 - $1,000,000 | $750K | Rent or Royalties | 2026-07-18 23:31 |
| Phelan, John | Ariel Fund Institutional (ARAIX) | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | Fidelity Diversified International Fund (FDIKX) | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | Fidelity Mid Cap Stock Fund (FKMCX) | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | Oakmark Fund (OAKMX) | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | MSD Partners, LP (Profit share) (private investment company) | $250,001 - $500,000 | $375K | Capital Gains Dividend | 2026-07-18 23:31 |
| Phelan, John | Kingfish Investments V, LLC | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | Kingfish Investments VI, LLC | $250,001 - $500,000 | $375K | Capital Gains Dividend | 2026-07-18 23:31 |
| Phelan, John | U.S. Bank Cash account | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | Valence8 PE 2024 Fund LP | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | RCP GP Fund II, LP (underlying assets not ascertainable). | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | Balius Pheme LP | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | Provenance AI, Inc. (AI copyright authentication company) | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | Sport Fishing Championship Enterprise LLC (Convertible Note) (professional fishing league) | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - JRK PLATFORM 4 L.P. (JRK 4 MSD CLASS) | $250,001 - $500,000 | $375K | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - MSD Carroll Station Investments | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | SOFPEI (CARDINAL ENERGY HOLDINGS) - Tranche I | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | SOFPEI (PARAGON - COLSTRIP) | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | PROJECT CC (artwork) | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | MAP ART INVESTMENTS, LLC | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - MSD BASQUIAT INVESTMENTS, LLC | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | FARALLON CAPITAL PARTNERS, LP | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - MSD OWL ROCK INVESTMENTS, LLC (OWL ROCK GP 2016) [XVAL PORTION] | $250,001 - $500,000 | $375K | Capital Gains | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - MSD OWL ROCK INVESTMENTS, LLC (TECH BDC) [XVAL PORTION] | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | CADEN OPPORTUNITY FUND, L.P. (underlying assets not ascertainable). | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | GURU TECHNOLOGIES INC (SERIES SEED) (provides custom software and app solutions). | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | Blue Owl Healthcare Opportunities II, L.P. | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | Blue Owl Healthcare Opportunities III, L.P. | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | Valence8 PE 2023 Fund LP | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | MSD Special Investments Fund LP | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | MSD NS Partners, L.P. | $250,001 - $500,000 | $375K | – | 2026-07-18 23:31 |
| Phelan, John | Federated Hermes Govt Obligations (GOIXX) | $100,001 - $250,000 | $175K | – | 2026-07-18 23:31 |
| Phelan, John | Valence8 Cayman LP (private investment management company) | $100,001 - $250,000 | $175K | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSD Palmilla Land, LLC (Tax Receivable) (Holdback from sale of MSDREI - Palmilla Land (Helfon / Cabo)) | $100,001 - $250,000 | $175K | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - MSD Music Lane Investments | $100,001 - $250,000 | $175K | Dividends | 2026-07-18 23:31 |
| Phelan, John | SOFPEI (GAP BROADCASTING CENTRAL) | $100,001 - $250,000 | $175K | – | 2026-07-18 23:31 |
| Phelan, John | SOFPEI (KISSIMEE) | $100,001 - $250,000 | $175K | Dividends | 2026-07-18 23:31 |
| Phelan, John | EAGLE EYE NETWORKS INC (SERIES B) (video surveillance company). | $100,001 - $250,000 | $175K | – | 2026-07-18 23:31 |
| Phelan, John | GURU TECHNOLOGIES INC (SERIES A PREF) (provides custom software and app solutions). | $100,001 - $250,000 | $175K | – | 2026-07-18 23:31 |
| Phelan, John | 55 WAINSCOTT LLC | $100,001 - $250,000 | $175K | – | 2026-07-18 23:31 |
| Phelan, John | LEAD EDGE CAPITAL III, L.P. | $100,001 - $250,000 | $175K | – | 2026-07-18 23:31 |
| Phelan, John | MYLO DEVELOPMENT LLC (CLASS A) (photo management company) (www.mylio.com). | $100,001 - $250,000 | $175K | – | 2026-07-18 23:31 |
| Phelan, John | Invesco EQV European Equity (AEDYX) | $50,001 - $100,000 | $75K | – | 2026-07-18 23:31 |
| Phelan, John | PIMCO Total Return Fund (PTTRX) | $50,001 - $100,000 | $75K | – | 2026-07-18 23:31 |
| Phelan, John | Vanguard Short Term Inflation-Protected Securities Index Fund (VTAPX) | $50,001 - $100,000 | $75K | – | 2026-07-18 23:31 |
| Phelan, John | U.S. Bank 4 cash account | $50,001 - $100,000 | $75K | – | 2026-07-18 23:31 |
| Phelan, John | Sport Fishing Championship Enterprise LLC (Preferred Unit Financing) (professional fishing league) | $50,001 - $100,000 | $75K | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI - MSD MUSIC INVESTMENTS, LLC (KOBALT ORDINARY SHARES) | $50,001 - $100,000 | $75K | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 (MSD WCG INVESTMENTS, LLC) | $50,001 - $100,000 | $75K | – | 2026-07-18 23:31 |
| Phelan, John | MSD SPARROWHAWK, L.P. | $50,001 - $100,000 | $75K | Dividends | 2026-07-18 23:31 |
| Phelan, John | SOF INVESTMENTS L.P. | $50,001 - $100,000 | $75K | – | 2026-07-18 23:31 |
| Phelan, John | CYBERTOKA (SERIES A) (cyber capacity- building company). | $50,001 - $100,000 | $75K | – | 2026-07-18 23:31 |
| Phelan, John | Valence8 PE 2024 Fund LP | $50,001 - $100,000 | $75K | – | 2026-07-18 23:31 |
| Phelan, John | Life Insurance Policy; universal life | $50,001 - $100,000 | $75K | – | 2026-07-18 23:31 |
| Phelan, John | Federated Government Obligations Fund Institutional Shares (GOIXX) | $50,001 - $100,000 | $75K | – | 2026-07-18 23:31 |
| Phelan, John | Kingfish Investments IV, LLC | $15,001 - $50,000 | $33K | – | 2026-07-18 23:31 |
| Phelan, John | SOFPEI (CARDINAL ENERGY HOLDINGS) - Tranche II | $15,001 - $50,000 | $33K | – | 2026-07-18 23:31 |
| Phelan, John | SOFPEI (CLH CRUISE) | $15,001 - $50,000 | $33K | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI - MSD MUSIC INVESTMENTS, LLC (KOBALT SERIES C PREFERRED) | $15,001 - $50,000 | $33K | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - MSD BASQUIAT INVESTMENTS, LLC | $15,001 - $50,000 | $33K | – | 2026-07-18 23:31 |
| Phelan, John | MSD ENERGY INVESTMENTS, L.P. | $15,001 - $50,000 | $33K | – | 2026-07-18 23:31 |
| Phelan, John | OBSERVE INC (SERIES A) (information technology company). | $15,001 - $50,000 | $33K | – | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - MAS Oasis Investments | $15,001 - $50,000 | $33K | Capital Gains | 2026-07-18 23:31 |
| Phelan, John | MSD Boca Investors | $15,001 - $50,000 | $33K | – | 2026-07-18 23:31 |
| Phelan, John | U.S. Bank 3 Cash account | $1,001 - $15,000 | $8K | – | 2026-07-18 23:31 |
| Phelan, John | U.S. Bank 1 Cash account | $1,001 - $15,000 | $8K | – | 2026-07-18 23:31 |
| Phelan, John | U.S. Bank 2 Cash account | $1,001 - $15,000 | $8K | – | 2026-07-18 23:31 |
| Phelan, John | U.S. Bank Cash account | $1,001 - $15,000 | $8K | – | 2026-07-18 23:31 |
| Phelan, John | U.S. Bank Cash account | $1,001 - $15,000 | $8K | – | 2026-07-18 23:31 |
| Phelan, John | U.S. Bank Cash account | $1,001 - $15,000 | $8K | – | 2026-07-18 23:31 |
| Phelan, John | MSD Palmilla Land, LLC (Cash Receivable) (Holdback from sale of MSDREI - Palmilla Land (Palmilla Oasis / Cabo)) | $1,001 - $15,000 | $8K | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - MSD Tenaya Lucia Investments | $1,001 - $15,000 | $8K | Dividends | 2026-07-18 23:31 |
| Phelan, John | MSDPEI - MSD MUSIC INVESTMENTS, LLC (KOBALT SERIES D PREFERRED) | $1,001 - $15,000 | $8K | – | 2026-07-18 23:31 |
| Phelan, John | MSD Special Investments, L.P (Extraction Pref.) | $1,001 - $15,000 | $8K | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - MSD OWL ROCK INVESTMENTS, LLC (ORCC) [XVAL PORTION] (cash only) | $1,001 - $15,000 | $8K | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - MSD OWL ROCK INVESTMENTS, LLC (OWL ROCK GP TECH) [XVAL PORTION] (cash only) | $1,001 - $15,000 | $8K | – | 2026-07-18 23:31 |
| Phelan, John | Sunoco LP (SUN) | $0 - $1,000 | $500 | Capital Gains | 2026-07-18 23:31 |
| Phelan, John | Palantir Technologies Inc. Class A Common Stock (PLTR) | $0 - $1,000 | $500 | Capital Gains | 2026-07-18 23:31 |
| Phelan, John | CIELO AZUL (Residential real estate) (Los Cabos, Mexico) | $0 - $1,000 | $500 | Capital Gains | 2026-07-18 23:31 |
| Phelan, John | MSD SELECT INVESTMENTS, L.P. (LIFE TIME) [XVAL] | $0 - $1,000 | $500 | Capital Gains | 2026-07-18 23:31 |
| Phelan, John | MSD MORTGAGE PARTNERS, L.P. | $0 - $1,000 | $500 | Capital Gains Dividend | 2026-07-18 23:31 |
| Phelan, John | MSD MORTGAGE PARTNERS, L.P. | $0 - $1,000 | $500 | Capital Gains Dividend | 2026-07-18 23:31 |
| Phelan, John | Rugger Management LLC (private investment company) | – | – | Salary | 2026-07-18 23:31 |
| Phelan, John | MSD Partners, L.P. 401(k) Plan | – | – | – | 2026-07-18 23:31 |
| Phelan, John | AeCe ISA Ltd. (private investment company) | – | – | Salary | 2026-07-18 23:31 |
| Phelan, John | AeBe ISA Ltd. (private investment company) | – | – | Salary | 2026-07-18 23:31 |
| Phelan, John | MSD Capital, LP (Profit share) (private investment company) (value not readily ascertainable). | – | – | Capital Gains Dividend | 2026-07-18 23:31 |
| Phelan, John | CORAL ROCK INVESTMENTS, L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Valley National Bancorp (VLY) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | SOF INVESTMENTS L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Max Broadcast - Term Loan A | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Townsquare Media, Inc. (TSQ) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | SOF INVESTMENTS II L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | 45 Park Place Term Loan | – | – | – | 2026-07-18 23:31 |
| Phelan, John | 88th St Term Loan | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Livermore Term Loan | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Nordam TLB Exit 1L | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Suncal Loan | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Vision Ext Term Loan | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Vision Incremental Term Loan | – | – | – | 2026-07-18 23:31 |
| Phelan, John | VPROP Operating Tranche A TL | – | – | – | 2026-07-18 23:31 |
| Phelan, John | VPROP Operating Tranche B TL | – | – | – | 2026-07-18 23:31 |
| Phelan, John | VPROP Operating Tranche C TL | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Crowheart Class A-1 LLC Interest (Equity) (oil and gas producer in Wyoming) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | VPROP Units (Equity) (operator of sand mines in Texas) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD ENERGY INVESTMENTS, L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Red Leaf Resources (shale energy tech company in Utah) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD SPARROWHAWK, L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Valley National Bancorp (VLY) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Acceleratio (GfK) (market research company). | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD SPECIAL GP LLC (XOG) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Civitas Resources Inc (exploration company). | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD SPECIAL GP LLC (LIFETIME) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Related Corp (real estate developer) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - MSD State House Investors | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Commerical real estate development (Austin, TX) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSDREI2 - MSD Carroll Station Investments | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Multifamily property (San Francisco, CA) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD Palmilla Land, LLC (Cash Receivable) (Holdback from sale of MSDREI - Palmilla Land (Palmilla Oasis / Cabo)) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Commercial real estate (Austin, TX) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD Palmilla Land, LLC (Cash and Tax Receivable) (Holdback from sale of MSDREI - Palmilla Land (Espiritu / Cabo)) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD Palmilla Land, LLC (Tax Receivable) (Holdback from sale of MSDREI - Palmilla Land (Helfon / Cabo)) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Kingfish Investments V, LLC (Carried Interest) (The underlying carried interest on the investments is 15-20% with hurdle | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD Credit Opportunity Fund, L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MAP ART INVESTMENTS, LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Artwork | – | – | – | 2026-07-18 23:31 |
| Phelan, John | WCG Holdco LLC (clinical trials company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD Mortgage Partners, L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Partners in Prophet (private investment firm). | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Kobalt Music Group (rights management and music publishing company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - MSD AQUA PARTNERS, LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Hayward Holdings Inc. (HAYW) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - MSD RING PARTNERS, LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Ring Container Technologies (plastic container manufacturer) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - BOLT INVESTORS, LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Endries International (industrial fastener and Class-c components supplier) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | JRK Property Holdings (multifamily property manager) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD PRIVATE CREDIT OPPORTUNITY FUND, L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD Select Invstments, L.P. (RS Access) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | RS Access LLC (operates wireless on the 12.2-12.7 GHZ Spectrum) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD BOCA INVESTORS, LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | The Boca Raton (hotel) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD REAL ESTATE CREDIT OPPORTUNITY FUND, L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD SPECIAL INVESTMENTS, L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD Geo Partners, L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Woolpert (architecture, engineering, and geo spatial company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD PRIVATE CREDIT OPPORTUNITY FUND 2, L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Bracco Credit Opportunity Fund (underlying assets not ascertainable.) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | JNE Fund, L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSDPEI2 - MSD BASQUAIT INVESTMENTS, LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Endeavor Group Holdings (Cash Receivable) (Holdback from exited investment of Ultimate Fighting Championship) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | West Monroe (digital consulting firm) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Caden Opportunity Fund, L.P. (underlying assets not ascertainable). | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Caden Long Equity Fund, L.P. (underlying assets not ascertainable). | – | – | – | 2026-07-18 23:31 |
| Phelan, John | East West Manufacturing (product design and engineering business) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD SBAFLA Fund (SMAs that invest alongside the MSD Private Credit Opportunity Fund. Does not have ownership stake in th | – | – | – | 2026-07-18 23:31 |
| Phelan, John | MSD Empire Fund (SMAs invest alongside the MSD Private Credit Opportunity Fund. Does not have ownership stake in those e | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Kingfish Investments X, LLC (Carried Interest) (The underlying carried interest on the investments is 15-20% with hurdle | – | – | Dividends | 2026-07-18 23:31 |
| Phelan, John | Rugger Management LLC (Private investment company.) | – | – | salary | 2026-07-18 23:31 |
| Phelan, John | Dell Technologies, Inc. (DELL) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | RSL Football Holdings LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | The Boca Raton (hotel) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Four Seasons Maui (hotel) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Naples Beach Club (resort) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Four Seasons Hualalai (hotel) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Four Seasons Vail (hotel) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Jackson Hole Mountain Resort (ski resort) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Auberge Resorts Collection (hospitality group) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Waldorf Astoria D.C. (hotel) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | The Mark (Mezzanine bond) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Amangiri (Mortgage lender) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | 645 Investments III, LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | EOS Bioinnovation (Boston based Biotech Firm) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Panacea Venture Healthcare Fund II, LP (Shanghai based Biotech Firm) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Panacea Opportunity Fund I, L.P. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Anivia Medical Holdings (cardiovascular healthcare company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | XWPHARMA LTD. (neuroscience biotech company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | NewAmsterdam Pharma Company, N.V. (biopharmaceutical company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Cira Square (Office property in Philadelphia, PA) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | East West Manufacturing (Product design and engineering business) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | River & Rainey (Residential tower development in Austin, TX) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | West Monroe (Digital consulting firm) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Cue Health Inc. Common Stock (HLTH) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Stripe Inc (payment processing company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | National Resilience (Biomanufacturing and tech company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Icapital Network (Fintech company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Gobrands Inc (Retail and delivery service company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Swoop (Data/media company focusing on healthcare) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Goodleap (Finances residential sustainable energy systems) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Binti Inc (Foster care technology company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Forter (Security software company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Trackonomy (Delivery software system) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Cloud Kitchen (Food prep and food delivery service) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Service Titan (Home repair software company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Fanatics (Sports related digital retailer) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Goodfinch (Investment company focusing on energy) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Airtable (Cloud based service company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Flexport (Supply chain and logistics company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Icapital Network Series B-8a convertible preferred (Fintech company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Guesty Secondaries & Rebalance (Property management software) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Bear Lake Realty LLC (rental and residential brokerage) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Bear Lake Reserve (resort property) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Greenwood Collection Opportunity Fund II LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | PFI Resources, LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | 1902-1906 South Ocean Boulevard, LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Hunting Maestro, LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | 284 North Star LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Fishing Maestro, LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Rugger Capital LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Rugger Holdings LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Rugger La La Land Holdings LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | American Oncology Network, Inc (network of community oncology practices) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Eyconis, Inc. (pre-clinical stage biopharmaceutical company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Care Connectors Medical Group (provider of annual wellness visits and health risk assessments) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Endpoint Clinical (randomization and trial supply management business for pharmaceutical and biotechnology companies). | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Royal Health Inc (radiology software company) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | HistoSonics, Inc (medical device that utilizes histotripsy to ablate solid organ tissue) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Cellipont Bioservices (cell therapy contract development and manufacturing organization) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Neovance (provider of post-commercialization services on behalf of pharmaceutical companies) | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Aviation Institute of Maintenance (trains students to become FAA certified maintenance technicians across 15 locations n | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Centura College (trains students for entry level healthcare and skilled trade roles across 3 campuses in the Norfolk / V | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Tidewater Tech (trains students for welding, electrical, and HVAC careers in Norfolk, VA). | – | – | – | 2026-07-18 23:31 |
| Phelan, John | 59CH Ventures Master LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | American Pacific Group Fund II A LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | A-Star Partners CT IV LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Atreides Arrakis Offshore Fund LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Atreides Special Circumstances Offshore Fund SPC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Bain Capital Insurance Fund LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | BCIS Bob LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | BCIS V8 TMG Investor LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Blixt Fund I LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Cuadrilla Capital Fund I LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Firstminute Capital III LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Fivenine Ventures - Athelas LLC Investment Series For Athelas Inc | – | – | – | 2026-07-18 23:31 |
| Phelan, John | FPV Fund I LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | GC Bison Aggregator LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Gemspring Capital Fund III-A LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Gemspring Zavation Aggregator LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Gyrus Capital Co-Investment LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Hidden Road Inc Series A | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Hill City Fund II LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Innovius Capital Procyon I LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Miami TopCo Inc. | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Newvale Capital SPV MDH LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Nosara Capital Fund II LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Nosara Provi 2 LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Oriole LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Rallyday Partners Fund II-A LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | SNR -4 DB LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Vor Private Opportunities SPC - Segregated Portfolio Two | – | – | – | 2026-07-18 23:31 |
| Phelan, John | XYZ Venture Capital Fund IV LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | XYZ Venture Capital Go Faster Fund II LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | A Star Capital Fund II LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | American Pacific Group Fund II A LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Avadavat INC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Bain Capital Insurance Fund LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Banner Print Partners LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | BB SPV I LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | BCIS V8 TMG Investor LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Bloom RC SPV 1 LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Brightstar Capital Partners Delta LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Eir II PF SPV LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Expedition Growth Capital II LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Farview Magnify CI-5 LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Fortress Redco Co-Investment Fund LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | GC Bison Aggregator LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Gemspring Capital Fund III-A LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Motmot LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Nosara Provi 2 LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | NRL I LP Series 4 | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Osprey III LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Otherwise Fund IV LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Pelican Maridea Blocker LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Pelican Maridea Investco LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Pelican Win Blocker LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Pelican Win Investco LLC | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Seven Hills Capital Fund I LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | Snowy Owl LP | – | – | – | 2026-07-18 23:31 |
| Phelan, John | South Park Commons Fund III LP | – | – | – | 2026-07-18 23:31 |
Liabilities
showing 10 of 10 matching rows — search reaches all 10
| Official | Creditor | Type | Amount (band) | Mid $ ▼ | Year | Rate | Processed (UTC) |
|---|---|---|---|---|---|---|---|
| Phelan, John | Bank of America | Mortgage on Personal Residence | $25,000,001 - $50,000,000 | $37.5M | 2022 | 2% | 2026-07-18 23:31 |
| Phelan, John | National West Bank | Mortgage on Personal Residence | $5,000,001 - $25,000,000 | $15.0M | 2022 | 3.39% | 2026-07-18 23:31 |
| Phelan, John | HealthQuest Tactical Opportunities F | Capital Call | $1,000,001 - $5,000,000 | $3.0M | 2023 | – | 2026-07-18 23:31 |
| Phelan, John | Valence8 PE 2022 Fund | Capital Call | $1,000,001 - $5,000,000 | $3.0M | 2022 | – | 2026-07-18 23:31 |
| Phelan, John | Valence8 PE 2023 Fund | Capital Call | $1,000,001 - $5,000,000 | $3.0M | 2023 | – | 2026-07-18 23:31 |
| Phelan, John | Valence8 PE 2024 Fund | Capital Call | $1,000,001 - $5,000,000 | $3.0M | 2024 | – | 2026-07-18 23:31 |
| Phelan, John | RCP GP Fund II, LP | Capital Call | $1,000,001 - $5,000,000 | $3.0M | 2024 | – | 2026-07-18 23:31 |
| Phelan, John | 26North Private Equity Fund I | Capital Call | $1,000,001 - $5,000,000 | $3.0M | 2023 | – | 2026-07-18 23:31 |
| Phelan, John | Turnbridge Real Estate Fund II | Capital Call | $1,000,001 - $5,000,000 | $3.0M | 2022 | – | 2026-07-18 23:31 |
| Phelan, John | Red Cell Incubation Fund GP, LLC | Capital Call | $250,001 - $500,000 | $375K | 2023 | – | 2026-07-18 23:31 |
Positions held outside government
showing 39 of 39 matching rows — search reaches all 39
| Official ▲ | Organization | Position | Org type | From | To | Processed (UTC) |
|---|---|---|---|---|---|---|
| Phelan, John | John and Amy Phelan Family Foundation | President | Non-Profit | 12/2012 | Present | 2026-07-18 23:31 |
| Phelan, John | Federal Enforcement Homeland Security Foundation | Member, Board of Directors | Non-Profit | 6/2008 | 12/2024 | 2026-07-18 23:31 |
| Phelan, John | Spirit of America | Member, Board of Directors | Non-Profit | 5/2018 | 12/2024 | 2026-07-18 23:31 |
| Phelan, John | Third Option Foundation | Member, Co- Founder, Chairman, Board of | Non-Profit | 6/2016 | 12/2024 | 2026-07-18 23:31 |
| Phelan, John | Harvard Business School | Member, Board of Dean's Advisors, Major | University/College | 6/2011 | Present | 2026-07-18 23:31 |
| Phelan, John | Southern Methodist University | Member, Dedman College Executive Board | University/College | 10/2015 | Present | 2026-07-18 23:31 |
| Phelan, John | London School of Economics | Member, Advisory Board, Phelan US Centre | University/College | 6/2021 | Present | 2026-07-18 23:31 |
| Phelan, John | London School of Economics | Member, North American Advisory Board | University/College | 6/2007 | 12/2024 | 2026-07-18 23:31 |
| Phelan, John | Aspen Art Museum | Chairman; Member of Executive Committee, | Non-Profit | 10/2006 | 12/2024 | 2026-07-18 23:31 |
| Phelan, John | Whitney Museum of American Art | Member, Executive Council Board of Trust | Non-Profit | 6/2005 | 12/2024 | 2026-07-18 23:31 |
| Phelan, John | Citi Private Bank | Member, North American Client Advisory B | Corporation | 6/2018 | Present | 2026-07-18 23:31 |
| Phelan, John | Fish & Wildlife Foundation of Florida | Member, Board of Directors | Non-Profit | 10/2024 | 12/2024 | 2026-07-18 23:31 |
| Phelan, John | Rugger Management LLC | Managing Member | Limited Liability Comp | 4/2022 | Present | 2026-07-18 23:31 |
| Phelan, John | Rugger Investments LLC | Managing Member | Limited Liability Comp | 5/2022 | Present | 2026-07-18 23:31 |
| Phelan, John | Rugger Capital LLC | Managing Member | Limited Liability Comp | 5/2022 | Present | 2026-07-18 23:31 |
| Phelan, John | Rugger Holdings LLC | Managing Member | Limited Liability Comp | 4/2022 | Present | 2026-07-18 23:31 |
| Phelan, John | Rugger Credit LLC | Managing Member | Limited Liability Comp | 4/2022 | Present | 2026-07-18 23:31 |
| Phelan, John | Rugger Special Opportunities LLC | Managing Member | Limited Liability Comp | 4/2022 | Present | 2026-07-18 23:31 |
| Phelan, John | Rugger Real Estate LLC | Managing Member | Limited Liability Comp | 4/2022 | Present | 2026-07-18 23:31 |
| Phelan, John | Rugger Art Investments LLC | Managing Member | Limited Liability Comp | 4/2022 | Present | 2026-07-18 23:31 |
| Phelan, John | Rugger Venture Capital LLC | Managing Member | Limited Liability Comp | 10/2022 | Present | 2026-07-18 23:31 |
| Phelan, John | Rugger La La Land Holdings LLC | Managing Member | Limited Liability Comp | 5/2023 | Present | 2026-07-18 23:31 |
| Phelan, John | Blue Marlin Holdings LLC | Managing Member | Limited Liability Comp | 10/2003 | Present | 2026-07-18 23:31 |
| Phelan, John | 1902-1906 South Ocean Boulevard, LLC | Managing Member | Limited Liability Comp | 2/2012 | Present | 2026-07-18 23:31 |
| Phelan, John | Fishing Maestro, LLC | Managing Member | Limited Liability Comp | 3/2012 | Present | 2026-07-18 23:31 |
| Phelan, John | Hunting Maestro, LLC | Managing Member | Limited Liability Comp | 9/2016 | Present | 2026-07-18 23:31 |
| Phelan, John | PFI Resources, LLC | Managing Member | Limited Liability Comp | 3/2017 | Present | 2026-07-18 23:31 |
| Phelan, John | 284 North Star LLC | Managing Member | Limited Liability Comp | 9/2003 | Present | 2026-07-18 23:31 |
| Phelan, John | Cap 2012 Holdings LLC | Investment Manager | Limited Liability Comp | 1/2013 | Present | 2026-07-18 23:31 |
| Phelan, John | 26North Partners GP LLC | Member, Board Member | Limited Liability Comp | 10/2023 | Present | 2026-07-18 23:31 |
| Phelan, John | AeCe ISA Ltd. | Member, Board Member | Private Investment Com | 10/2023 | Present | 2026-07-18 23:31 |
| Phelan, John | AeBe ISA Ltd. | Member, Board Member | Private Investment Com | 10/2023 | Present | 2026-07-18 23:31 |
| Phelan, John | JCP 2008 Trust | Trustee | Trust | 3/2008 | Present | 2026-07-18 23:31 |
| Phelan, John | The Andrew Teller, Jr. Exempt Trust | Trustee | Trust | 4/2008 | Present | 2026-07-18 23:31 |
| Phelan, John | The Andrew Teller, Jr. Nonexempt Trust | Trustee | Trust | 7/2012 | Present | 2026-07-18 23:31 |
| Phelan, John | The Andrew Teller, Jr. Primary Trust | Trustee | Trust | 12/2010 | Present | 2026-07-18 23:31 |
| Phelan, John | The Douglas P. Braff Exempt Trust | Trustee | Trust | 4/2008 | Present | 2026-07-18 23:31 |
| Phelan, John | The Jane B. Paquet Exempt Trust | Trustee | Trust | 4/2008 | Present | 2026-07-18 23:31 |
| Phelan, John | Southern Methodist University | Member, Endowment Investment Committee | University/College | 10/2015 | 12/2024 | 2026-07-18 23:31 |
Employment agreements & arrangements
showing 9 of 9 matching rows — search reaches all 9
| Official ▲ | Employer / party | Status & terms | Date | Processed (UTC) |
|---|---|---|---|---|
| Phelan, John | MSD Partners, L.P. 401(k) Plan | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 6/2009 | 2026-07-18 23:31 |
| Phelan, John | MSD Partners, L.P. | Pursuant to my contract, I retain profit share in MSD Partners, L.P. as compensation for services provided in 2009 to 2022. Payment is determined by profitability of MSD Partners, L.P. | 6/2009 | 2026-07-18 23:31 |
| Phelan, John | MSD Capital, L.P. | Pursuant to my contract, I retain profit share in MSD Capital, L.P. as compensation for services provided in 1998 to 2022. Payment is determined by profitability of MSD Capital, L.P. | 11/1998 | 2026-07-18 23:31 |
| Phelan, John | MSD Capital, L.P. | Pursuant to my contract, I will retain health insurance coverage until the age of 62. | 11/1998 | 2026-07-18 23:31 |
| Phelan, John | MSD Capital, L.P. | Consistent with all other eligible employees, including former employees, I receive a fee discount for MSD Capital, L.P. funds that I invested in while I was an employee. | 11/1998 | 2026-07-18 23:31 |
| Phelan, John | MSD Partners, L.P. | Consistent with all other eligible employees, including former employees, I receive a fee discount for MSD Partners, L.P. funds that I invested in while I was an employee. | 6/2009 | 2026-07-18 23:31 |
| Phelan, John | MSD Capital, L.P. | Pursuant to my contract, I retain carried interest in Kingfish Investments II, LLC, Kingfish Investments IV, LLC, Kingfish Investments V, LLC, Kingfish Investments VI, LLC, and Kingfish Investments X as compensation for services provided while making the underlying fund investments. Payment is determined by the performance of the underlying investments, all of which are provided in part 2. | 11/1998 | 2026-07-18 23:31 |
| Phelan, John | MSD Partners, L.P. | Pursuant to my contract, I retain carried interest in Kingfish Investments II, LLC, Kingfish Investments IV, LLC, Kingfish Investments V, LLC, Kingfish Investments VI, LLC, and Kingfish Investments X as compensation for services provided while making the underlying fund investments. Payment is determined by the performance of the underlying investments, all of which are provided in part 2.. | 6/2009 | 2026-07-18 23:31 |
| Phelan, John | Rugger Management, LLC | Upon confirmation, I plan to resign my employment with Rugger Management, LLC. I will only be retaining a passive investment interest. | 4/2022 | 2026-07-18 23:31 |
Source: U.S. Office of Government Ethics (public financial disclosure reports). Officials disclose amounts as ranges; dollar figures use range midpoints. Figures are informational estimates and may contain extraction errors. Nothing here is investment advice or an accusation of wrongdoing.