Track John Phelan's STOCK Act stock trades and disclosures on HoldingsIntel. John Phelan, a U.S. executive branch official, has disclosed 191 stock trades between March 24, 2025 and April 20, 2026. That breaks down as 87 purchases and 104 sales. HoldingsIntel tracks every disclosed trade with a direct source link and cross-checks each one against institutional 13F filings from the funds we follow.
John Phelan
Executive
Trades
191
87 buy / 104 sell
Buy Win Rate
N/A
Mostly non-equity
Avg. Buy Return
N/A
Mostly non-equity
vs S&P 500
N/A
Mostly non-equity
Latest disclosure: Apr 20, 2026
Trading Performance
Too few equity trades to compute meaningful performance. This member primarily trades non-equity instruments.
Smart Money Convergence
Checking access…
Trade History
191 trades disclosed
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Apr 20, 2026 | Valence8 PE 2025 Fund | Buy | $250k - $500k | Same dayFiling |
| Apr 20, 2026 | Valence8 PE 2024 Fund | Buy | $100k - $250k | Same dayFiling |
| Apr 15, 2026 | Carriage House Investments LLP | Sell | $500k - $1M | Same dayFiling |
| Apr 13, 2026 | Valence8 Cayman LP | Sell | $100k - $250k | Same dayFiling |
| Apr 10, 2026 | MSD Special Investments Fund L.P. | Sell | $15k - $50k | Same dayFiling |
| Apr 10, 2026 | HealthQuest Tactical Opportunities Fund L.P. | Buy | $15k - $50k | Same dayFiling |
| Apr 10, 2026 | Kingfish Investments X, LLC | Sell | $50k - $100k | Same dayFiling |
| Apr 8, 2026 | RCP GP Fund II, LP | Buy | $100k - $250k | Same dayFiling |
| Apr 1, 2026 | Cresta Royalty Partners II LP | Buy | $50k - $100k | Same dayFiling |
| Apr 1, 2026 | Cresta Operating Partners (Non-Op Fund) LP | Buy | $250k - $500k | Same dayFiling |
| Mar 31, 2026 | Cresta SC Fund I-A LP | Buy | $15k - $50k | Same dayFiling |
| Mar 31, 2026 | Bear Lake Operations LLC | Buy | $250k - $500k | Same dayFiling |
| Mar 31, 2026 | Dawson Portfolio Finance 5 LP | Sell | $15k - $50k | Same dayFiling |
| Mar 31, 2026 | Cresta Royalty Partners LP | Sell | $15k - $50k | Same dayFiling |
| Mar 31, 2026 | RCG Ventures Fund VIII | Sell | $1k - $15k | Same dayFiling |
| Mar 30, 2026 | Valence8 PE 2025 Fund | Buy | $1M - $5M | Same dayFiling |
| Mar 27, 2026 | Kingfish Investments V, LLC | Sell | $250k - $500k | Same dayFiling |
| Mar 27, 2026 | Kingfish Investments X, LLC | Sell | $1M - $5M | Same dayFiling |
| Mar 27, 2026 |  MSD Investment Corp. (BDC) | Sell | $250k - $500k | Same dayFiling |
| Mar 24, 2026 | HealthQuest Tactical Opportunities Fund, L.P. | Buy | $15k - $50k | Same dayFiling |
| Mar 23, 2026 | 26North BDC, Inc. | Buy | $100k - $250k | Same dayFiling |
| Mar 20, 2026 | Dawson Portfolio Finance LP | Buy | $50k - $100k | Same dayFiling |
| Mar 17, 2026 | White Tip Investments LLC | Sell | $1M - $5M | Same dayFiling |
| Mar 17, 2026 | Double Mako Investments LLC | Sell | $1M - $5M | Same dayFiling |
| Mar 13, 2026 | MSD Capital, LP | Sell | $1M - $5M | Same dayFiling |
| Mar 13, 2026 | MSD Partners, L.P. | Sell | $1M - $5M | Same dayFiling |
| Mar 12, 2026 | 26North BDC, Inc. | Sell | $15k - $50k | Same dayFiling |
| Mar 11, 2026 | MSD Special Investments Fund II, L.P. | Sell | $50k - $100k | Same dayFiling |
| Feb 27, 2026 | MSD Hospitality Partners LP | Sell | Over $50M | Same dayFiling |
| Feb 26, 2026 | Bear Lake Operations LLC | Buy | $250k - $500k | Same dayFiling |
| Feb 26, 2026 | Dawson Portfolio Finance 5 LP | Sell | $1k - $15k | Same dayFiling |
| Feb 23, 2026 | RCG Ventures Fund VIII | Sell | $15k - $50k | Same dayFiling |
| Feb 19, 2026 | Caden Opportunity Fund | Sell | $1M - $5M | Same dayFiling |
| Feb 13, 2026 | NFP Continuation Partners LP | Sell | $250k - $500k | Same dayFiling |
| Feb 12, 2026 | HealthQuest Tactical Opportunities Fund LP | Buy | $250k - $500k | Same dayFiling |
| Feb 11, 2026 | MSD EIV Private LLC | Buy | $50k - $100k | Same dayFiling |
| Feb 11, 2026 | MSD Special Investments Fund II, LP | Buy | $15k - $50k | Same dayFiling |
| Feb 11, 2026 | RCG Momentum LP | Sell | $50k - $100k | Same dayFiling |
| Feb 10, 2026 | MSD EIV Private LLC | Sell | $100k - $250k | Same dayFiling |
| Feb 9, 2026 | MSD Real Estate Credit Opportunity Fund II | Buy | $100k - $250k | Same dayFiling |
| Feb 6, 2026 | SRP Continuation Partners LP | Sell | $15k - $50k | Same dayFiling |
| Feb 4, 2026 | Bear Lake Operations LLC | Buy | $100k - $250k | Same dayFiling |
| Jan 30, 2026 | Cresta Royalty Partners II | Buy | $500k - $1M | Same dayFiling |
| Jan 30, 2026 | Cresta Royalty Partners II | Buy | $500k - $1M | Same dayFiling |
| Jan 29, 2026 | Vesper Muse LLC | Buy | $15k - $50k | Same dayFiling |
| Jan 29, 2026 | Vesper Muse LLC | Buy | $15k - $50k | Same dayFiling |
| Jan 29, 2026 | Kingfish Investments II, LLC | Sell | $100k - $250k | Same dayFiling |
| Jan 29, 2026 | Dawson Portfolio Finance 5 LP | Sell | $1k - $15k | Same dayFiling |
| Jan 29, 2026 | Dawson Portfolio Finance 5 LP | Sell | $1k - $15k | Same dayFiling |
| Jan 29, 2026 | Kingfish Investments II, LLC | Sell | $100k - $250k | Same dayFiling |
Showing 1-50 of 191
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Kevin HernTrade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer