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JPR
JPJohn Phelan
Secretary of the Navy · Department of Defense - Department of the Navy
Phelan reported 35 sales (est. $32.4M) and 22 purchases (est. $6.0M). 2 of 57 transactions were filed late.
57trades
35sales
22purchases
2late filings
Jun 2, 2025 – Nov 26, 2025
Last filing: Nov 26, 2025
Transaction Timeline
Sale
Purchase
Late filing
|
Circle size = transaction amount
| Date | Description | Type | Amount |
|---|---|---|---|
| Nov 26, 2025 | Kingfish Investments X, LLC | Sale | $1M-$5M |
| Nov 26, 2025 | MSD Capital, LP | Sale | $1M-$5M |
| Nov 26, 2025 | Dawson Portfolio Finance 5 LP | Sale | $15K-$50K |
| Nov 20, 2025 | MSD EIV Private LLC - Series B | Purchase | $1K-$15K |
| Nov 20, 2025 | SRP Continuation Partners LP | Sale | $15K-$50K |
| Nov 18, 2025 | HealthQuest Tactical Opportunities Fund | Purchase | $15K-$50K |
| Nov 14, 2025 | RCG Momentum LP | Sale | $50K-$100K |
| Nov 13, 2025 | AAG KP LP | Purchase | $1M-$5M |
| Nov 12, 2025 | RCP GP Fund II LP | Purchase | $100K-$250K |
| Nov 4, 2025 | HealthQuest Tactical Opportunities Fund | Purchase | $15K-$50K |
| Nov 3, 2025 | Double Mako Investments, LLC | Sale | $5M-$25M |
| Nov 3, 2025 | White Tip Investments, LLC | Sale | $250K-$500K |
| Nov 3, 2025 | NFP Continuation Partners LP | Sale | $250K-$500K |
| Sep 30, 2025 | MSD Hospitality Partners LP | Sale | $500K-$1M |
| Sep 30, 2025 | Cresta Royalty Partners LP | Sale | $50K-$100K |
| Sep 29, 2025 | Dawson Portfolio Finance 5 LP | Sale | $1K-$15K |
| Sep 26, 2025 | MSD Investment Corp. (BDC) | Sale | $250K-$500K |
| Sep 26, 2025 | Cresta SC Fund I-A LP | Sale | $50K-$100K |
| Sep 26, 2025 | Carriage House Investments LLP | Sale | $100K-$250K |
| Sep 25, 2025 | MSD EIV Private, LLC | Purchase | $15K-$50K |
| Sep 25, 2025 | Dawson Portfolio Finance 5 LP | Purchase | $15K-$50K |
| Sep 24, 2025 | TMG Haynesville Investors, LLC | Purchase | $250K-$500K |
| Sep 24, 2025 | 26North BDC, Inc. | Purchase | $100K-$250K |
| Sep 19, 2025 | Cotulla Aviation LP | Sale | $1M-$5M |
| Sep 18, 2025 | Cresta Royalty Partners II LP | Purchase | $100K-$250K |
| Sep 15, 2025 | Two Roads Development LLC Loan | Sale | $1M-$5M |
| Sep 11, 2025 | 26North BDC, Inc. | Sale | $15K-$50K |
| Sep 10, 2025 | MSD EIV Private, LLC | Purchase | $100K-$250K |
| Sep 4, 2025 | HealthQuest Tactical Opportunities Fund, L.P. | Purchase | $15K-$50K |
| Sep 4, 2025 | NFP Continuation Partners, LP. | Sale | $250K-$500K |
| Sep 4, 2025 | Caden FLV, LLC | Sale | $15K-$50K |
| Sep 3, 2025 | RCG Ventures Fund VIII | Sale | $1K-$15K |
| Aug 29, 2025 | Dawson Portfolio Finance 5 LP | Sale | $15K-$50K |
| Aug 26, 2025 | HealthQuest Tactical Opportunities Fund | Sale | $250K-$500K |
| Aug 20, 2025 | Caden FLV, LLC | Sale | $500K-$1M |
| Aug 20, 2025 | MSD Real Estate Credit Opportunity Fund II | Sale | $50K-$100K |
| Aug 18, 2025 | SRP Continuation Partners LP | Sale | $100K-$250K |
| Aug 14, 2025 | RCP GP Fund II LP | Purchase | $250K-$500K |
| Aug 14, 2025 | RCG Momentum LP | Sale | $50K-$100K |
| Aug 12, 2025 | Turnbridge Real Estate Fund II | Purchase | $100K-$250K |
| Aug 1, 2025 | RCG Ventures Fund VIII | Sale | $15K-$50K |
| Jul 22, 2025 | Caden Long Equity Fund | Sale | $100K-$250K |
| Jun 30, 2025 | Dawson Portfolio Finance 5 LP | Sale | $1K-$15K |
| Jun 27, 2025 | MSD Investment Corp. (BDC) | Sale | $250K-$500K |
| Jun 24, 2025 | TMG Haynesville Investors, LLC | Purchase | $100K-$250K |
| Jun 24, 2025 | Dawson Portfolio Finance 5 LP | Purchase | $100K-$250K |
| Jun 24, 2025 | RCG Ventures Fund VIII | Sale | $1K-$15K |
| Jun 23, 2025 | Cresta Royalty Partners LP | Purchase | $50K-$100K |
| Jun 20, 2025 | TMG Monument Investors LLC | Sale | $100K-$250K |
| Jun 18, 2025 | MSD Special Investments Fund II | Purchase | $50K-$100K |
| Jun 16, 2025 | TMG VCLR Investor, LLC | Purchase | $1K-$15K |
| Jun 16, 2025 | RCG Momentum, LP | Purchase | $100K-$250K |
| Jun 16, 2025 | MSD EIV Private, LLC (JRK Investments III) | Purchase | $100K-$250K |
| Jun 12, 2025 | Kingfish Investments X, LLC | Sale | $100K-$250K |
| Jun 12, 2025 | 26North BDC, Inc | Sale | $15K-$50K |
| Jun 4, 2025 | SRP Continuation Partners, LPLate | Sale | $100K-$250K |
| Jun 2, 2025 | RCG Momentum, LPLate | Purchase | $250K-$500K |
In the News
Published reporting on John Phelan's financial disclosures from major outlets.
AI-assisted search. Last updated April 13, 2026.
Senate Confirms Investment Banker John Phelan as Navy Secretary
Military.com · 2025-03-25
Phelan, a private equity investor with an estimated $791M net worth, was confirmed 62-30. He oversees a $263.5B budget and $922B in Navy assets.
Source filings
Original PDFs from the U.S. Office of Government Ethics. These are the documents Open Cabinet parses.
Source: U.S. Office of Government Ethics, 278-T Periodic Transaction Report. Asset values and transaction amounts are reported in ranges as required by federal law. View original filings