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JPR
JPJohn Phelan
Former officialDeparted April 22, 2026Secretary of the Navy · Department of Defense - Department of the Navy
Phelan reported 97 sales (estimated at $176.8M) and 79 purchases (estimated at $35.1M) across 176 transactions between March 24, 2025 and April 20, 2026, an estimated $211.9M in total volume. 20 of the 176 transactions, or 11 percent, were flagged as filed late.
176trades
97sales
79purchases
~$211.9Mtrade volume (est.)
20late filings
March 24, 2025 – April 20, 2026
Last filing: June 5, 2026|Transactions: March 24, 2025 – April 20, 2026
Late-filing fee waived. OGE reviewer notes on one of these filings record that the STOCK Act's $200-per-report late fee was waived: "Reviewer Alice Bartek-Santiago noted on 5/21/2026 that a late filing fee was WAIVED for this transaction, not paid.".
This total aggregates every source filing listed below. Public trackers focused on a single disclosure may report smaller counts for the same official.
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Transaction timeline
One mark per disclosed trade, sized by reported amount range. Circle = sale, square = purchase.
Sale
Purchase
Late filing
|
Mark size = reported amount range (minimum)
Rows are extracted from OGE filings by automated parsing (Claude PDF reading, PDF-parser and OCR cross-checks) and reviewed by a mix of software and human checks; the status on each row says which. Open the source PDF to confirm any row, and tell us if something is wrong. How rows are checked.
Filter176 trades
| Date | Description | Type | Amount |
|---|---|---|---|
| April 20, 2026 | Valence8 PE 2024 FundMutual fundCheckedA PDF parser and an AI model each read this filing and agreed on every row. A page check confirmed this row. | Purchase | $100K-$250K |
Source documents
Reviewed financial disclosure documents the Office of Government Ethics has published or recorded for John Phelan. Open Cabinet summarizes listed documents 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 Phelan as next Navy Secretary
Defense News · March 24, 2025
Phelan, founder of private investment firm Rugger Management LLC, was confirmed as Navy secretary by a 62-30 Senate vote.
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