New filing+14 new trades for John Phelan from a 278-T posted to OGE on Apr 25, 2026 (ingested May 14, 2026). Officials have 30 to 45 days to report each trade, so transaction dates can be earlier than the filing date.

John Phelan

Secretary of the Navy · Department of Defense - Department of the Navy

Phelan reported 43 sales (est. $86.1M) and 28 purchases (est. $7.2M). 2 of 71 transactions were filed late.

71trades

43sales

28purchases

2late filings

Jun 2, 2025 – Feb 27, 2026

Last filing: Apr 25, 2026|Transactions: Jun 2, 2025 – Feb 27, 2026

Transaction timeline

One dot per disclosed trade, sized by amount. Red = sale, green = purchase.

Sale

Purchase

Late filing

Circle size = transaction amount

Filter

71 trades

Date	Description	Ticker	Type	Amount	Source
Feb 27, 2026	MSD Hospitality Partners LP	—	Sale	$50M+	PDF
Feb 26, 2026	Bear Lake Operations LLC	—	Purchase	$250K-$500K	PDF
Feb 26, 2026	Dawson Portfolio Finance 5 LP	—	Sale	$1K-$15K

Source documents on file with OGE

Every financial disclosure document the Office of Government Ethics has published or recorded for John Phelan. Open Cabinet summarizes each document observationally and links to the source PDF where one is publicly available. We do not issue compliance verdicts — that is OGE’s role, not ours.

Document timeline

In the News

Published reporting on John Phelan's financial disclosures from major outlets.

AI-assisted search across major outlets.

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.

John-Phelan-03.12.2026-278T2026-04-25PDF 278-T2026-03-26PDF 278-T (2)2026-03-26PDF 278-T (2)2026-02-27PDF 278-T (1)2026-02-27PDF

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

278-T Periodic Transaction Report278 Transaction· filed Apr 25, 2026
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
OGE record
278-T Periodic Transaction Report278 Transaction· filed Mar 26, 2026
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
OGE record
278-T Periodic Transaction Report278 Transaction· filed Mar 26, 2026
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
OGE record
Compliance CertificationCertification of Ethics Agreement Compliance· filed Mar 25, 2026
OGE-form certification by which John Phelan attested to having met the obligations in the Ethics Agreement. Marks Yes/No/N/A on standard sections (resignations, divestitures, periodic transaction reports filed, recusals, ethics briefing).
OGE record
278-T Periodic Transaction Report278 Transaction· filed Feb 27, 2026
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
OGE record
278-T Periodic Transaction Report278 Transaction· filed Feb 27, 2026
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
OGE record
278-T Periodic Transaction Report278 Transaction· filed Jan 29, 2026Form 201 only
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
OGE record Request via Form 201
278-T Periodic Transaction Report278 Transaction· filed Jan 29, 2026Form 201 only
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
OGE record Request via Form 201
278-T Periodic Transaction Report278 Transaction· filed Sep 9, 2025Form 201 only
Periodic transaction report (Form 278-T) disclosing individual securities transactions over $1,000 during the reporting window. See PDF for the itemized transaction list.
OGE record Request via Form 201
Compliance CertificationCertification of Ethics Agreement Compliance· filed Jul 26, 2025
OGE-form certification by which John Phelan attested to having met the obligations in the Ethics Agreement. Marks Yes/No/N/A on standard sections (resignations, divestitures, periodic transaction reports filed, recusals, ethics briefing).
OGE record
Compliance CertificationCertification of Ethics Agreement Compliance· filed Jul 2, 2025
OGE-form certification by which John Phelan attested to having met the obligations in the Ethics Agreement. Marks Yes/No/N/A on standard sections (resignations, divestitures, periodic transaction reports filed, recusals, ethics briefing).
OGE record
Certificate of DivestitureCertificate of Divestiture OGE-2025-128· filed Jun 12, 2025Form 201 only
OGE-issued Certificate of Divestiture providing tax-deferral treatment for a specific qualifying divestiture. Document content is not publicly downloadable; available via Form 201 request from OGE.
OGE record Request via Form 201
Ethics AgreementEthics Agreement· filed Feb 19, 2025
Letter signed by John Phelan committing to specific divestitures, recusals and resignations to avoid conflicts of interest in the Secretary of the Navy role. See PDF for the full enumerated commitments.
OGE record
Nominee 278Nominee 278· filed Feb 19, 2025
Public financial disclosure filed before Senate confirmation. Lists assets, income sources, liabilities and outside positions held at time of nomination for the Secretary of the Navy role. See PDF for itemized holdings.
OGE record