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Secretary · Department of The Navy

John Phelan’s stock trades

John Phelan (Secretary, Department of The Navy) reported 176 trades since January 2025: 79 purchases and 97 sales, worth $104M to $269M in total.

Trades since 2025
176
Purchases
79
Sales
97
Reported value
$104M–$269M
Reports posted
13

Trades

  • Valence8 PE 2025 Fund
    Bought · Apr 20, 2026    $250K–$500K
  • Valence8 PE 2024 Fund
    Bought · Apr 20, 2026    $100K–$250K
  • Carriage House Investments LLP
    Sold · Apr 15, 2026    $500K–$1M
  • Valence8 Cayman LP
    Sold · Apr 13, 2026    $100K–$250K
  • Kingfish Investments X, LLC
    Sold · Apr 10, 2026    $50K–$100K
  • MSD Special Investments Fund L.P.
    Sold · Apr 10, 2026    $15K–$50K
  • HealthQuest Tactical Opportunities Fund L.P.
    Bought · Apr 10, 2026    $15K–$50K
  • RCP GP Fund II, LP
    Bought · Apr 8, 2026    $100K–$250K
  • Cresta Operating Partners (Non-Op Fund) LP
    Bought · Apr 1, 2026    $250K–$500K
  • Cresta Royalty Partners II LP
    Bought · Apr 1, 2026    $50K–$100K
  • Bear Lake Operations LLC
    Bought · Mar 31, 2026    $250K–$500K
  • Cresta SC Fund I-A LP
    Bought · Mar 31, 2026    $15K–$50K
  • Cresta Royalty Partners LP
    Sold · Mar 31, 2026    $15K–$50K
  • Dawson Portfolio Finance 5 LP
    Sold · Mar 31, 2026    $15K–$50K
  • RCG Ventures Fund VIII
    Sold · Mar 31, 2026    $1,001–$15K
  • Valence8 PE 2025 Fund
    Bought · Mar 30, 2026    $1M–$5M
  • Kingfish Investments X, LLC
    Sold · Mar 27, 2026    $1M–$5M
  • Kingfish Investments V, LLC
    Sold · Mar 27, 2026    $250K–$500K
  • BDC · MSD Investment Corp. (BDC)
    Sold · Mar 27, 2026    $250K–$500K
  • HealthQuest Tactical Opportunities Fund, L.P.
    Bought · Mar 24, 2026    $15K–$50K
  • 26North BDC, Inc.
    Bought · Mar 23, 2026    $100K–$250K
  • Dawson Portfolio Finance LP
    Bought · Mar 20, 2026    $50K–$100K
  • Double Mako Investments LLC
    Sold · Mar 17, 2026    $1M–$5M
  • White Tip Investments LLC
    Sold · Mar 17, 2026    $1M–$5M
  • MSD Capital, LP
    Sold · Mar 13, 2026    $1M–$5M
  • MSD Partners, L.P.
    Sold · Mar 13, 2026    $1M–$5M
  • 26North BDC, Inc.
    Sold · Mar 12, 2026    $15K–$50K
  • MSD Special Investments Fund II, L.P.
    Sold · Mar 11, 2026    $50K–$100K
  • MSD Hospitality Partners LP
    Sold · Feb 27, 2026    over $50M
  • Bear Lake Operations LLC
    Bought · Feb 26, 2026    $250K–$500K
  • Dawson Portfolio Finance 5 LP
    Sold · Feb 26, 2026    $1,001–$15K
  • RCG Ventures Fund VIII
    Sold · Feb 23, 2026    $15K–$50K
  • Caden Opportunity Fund
    Sold · Feb 19, 2026    $1M–$5M
  • NFP Continuation Partners LP
    Sold · Feb 13, 2026    $250K–$500K
  • HealthQuest Tactical Opportunities Fund LP
    Bought · Feb 12, 2026    $250K–$500K
  • MSD Special Investments Fund II, LP
    Bought · Feb 11, 2026    $15K–$50K
  • MSD EIV Private LLC
    Bought · Feb 11, 2026    $50K–$100K
  • RCG Momentum LP
    Sold · Feb 11, 2026    $50K–$100K
  • MSD EIV Private LLC
    Sold · Feb 10, 2026    $100K–$250K
  • MSD Real Estate Credit Opportunity Fund II
    Bought · Feb 9, 2026    $100K–$250K
  • SRP Continuation Partners LP
    Sold · Feb 6, 2026    $15K–$50K
  • Bear Lake Operations LLC
    Bought · Feb 4, 2026    $100K–$250K
  • Cresta Royalty Partners II
    Bought · Jan 30, 2026    $500K–$1M
  • Kingfish Investments II, LLC
    Sold · Jan 29, 2026    $100K–$250K
  • Vesper Muse LLC
    Bought · Jan 29, 2026    $15K–$50K
  • Dawson Portfolio Finance 5 LP
    Sold · Jan 29, 2026    $1,001–$15K
  • Turnbridge Equities Real Estate Fund II
    Bought · Jan 28, 2026    $100K–$250K
  • GMF Group Fund II, LLC
    Bought · Jan 28, 2026    $500K–$1M
  • RMDC, Inc.
    Sold · Jan 27, 2026    $500K–$1M
  • Kingfish Investments II, LLC
    Sold · Jan 26, 2026    $15K–$50K
  • MSD Special Investments Fund II, LP
    Bought · Jan 20, 2026    $50K–$100K
  • Valence8 PE 2024 Fund
    Bought · Jan 20, 2026    $250K–$500K
  • HealthQuest Tactical Opportunities LP
    Bought · Jan 13, 2026    $15K–$50K
  • MSD Holdings, LP
    Sold · Jan 12, 2026    $100K–$250K
  • Cotulla Aviation LP
    Sold · Jan 9, 2026    $1M–$5M
  • BDC · MSD Investment Corp. (BDC)
    Bought · Jan 8, 2026    $250K–$500K
  • Kingfish Investments X, LLC
    Sold · Jan 5, 2026    $500K–$1M
  • Kingfish Investments X, LLC
    Sold · Nov 26, 2025    $1M–$5M
  • MSD Capital, LP
    Sold · Nov 26, 2025    $1M–$5M
  • Dawson Portfolio Finance 5 LP
    Sold · Nov 26, 2025    $15K–$50K
  • MSD EIV Private LLC - Series B
    Bought · Nov 20, 2025    $1,001–$15K
  • SRP Continuation Partners LP
    Sold · Nov 20, 2025    $15K–$50K
  • HealthQuest Tactical Opportunities Fund
    Bought · Nov 18, 2025    $15K–$50K
  • RCG Momentum LP
    Sold · Nov 14, 2025    $50K–$100K
  • AAG KP LP
    Bought · Nov 13, 2025    $1M–$5M
  • RCP GP Fund II LP
    Bought · Nov 12, 2025    $100K–$250K
  • HealthQuest Tactical Opportunities Fund
    Bought · Nov 4, 2025    $15K–$50K
  • Double Mako Investments, LLC
    Sold · Nov 3, 2025    $5M–$25M
  • White Tip Investments, LLC
    Sold · Nov 3, 2025    $250K–$500K
  • NFP Continuation Partners LP
    Sold · Nov 3, 2025    $250K–$500K
  • RCG Ventures Fund VIII
    Sold · Oct 30, 2025    $15K–$50K
  • MSD Special Investments Fund II
    Sold · Oct 27, 2025    $50K–$100K
  • Valence8 PE 2024 Fund
    Bought · Oct 20, 2025    $250K–$500K
  • Valence8 PE 2023 Fund
    Bought · Oct 20, 2025    $100K–$250K
  • Valence8 PE 2022 Fund
    Bought · Oct 20, 2025    $50K–$100K
  • HealthQuest Tactical Opportunities Fund
    Bought · Oct 17, 2025    $15K–$50K
  • RM Atlantic Point Marina
    Bought · Oct 15, 2025    $1M–$5M
  • RCP APM Holdings LLC
    Bought · Oct 15, 2025    $500K–$1M
  • Caden Long Equity Fund
    Sold · Oct 15, 2025    $100K–$250K
  • 26Nova Co-Invest
    Bought · Oct 14, 2025    $1M–$5M
  • ACG Cakes LP
    Bought · Oct 14, 2025    $1M–$5M
  • Dawson Portfolio Finance 5 LP
    Sold · Oct 14, 2025    $1,001–$15K
  • Kingfish Investments VI, LLC
    Sold · Oct 9, 2025    $1M–$5M
  • Kingfish Investments II, LLC
    Sold · Oct 8, 2025    $100K–$250K
  • Turnbridge Real Estate Fund II
    Bought · Oct 8, 2025    $100K–$250K
  • Cresta Operating Partners LP
    Bought · Oct 8, 2025    $250K–$500K
  • Two Roads Developments LLC loan
    Sold · Oct 3, 2025    $500K–$1M
  • HealthQuest Tactical Opportunities Fund
    Bought · Oct 2, 2025    $15K–$50K
  • MSD Hospitality Partners LP
    Sold · Sep 30, 2025    $500K–$1M
  • Cresta Royalty Partners LP
    Sold · Sep 30, 2025    $50K–$100K
  • Dawson Portfolio Finance 5 LP
    Sold · Sep 29, 2025    $1,001–$15K
  • BDC · MSD Investment Corp. (BDC)
    Sold · Sep 26, 2025    $250K–$500K
  • Cresta SC Fund I-A LP
    Sold · Sep 26, 2025    $50K–$100K
  • Carriage House Investments LLP
    Sold · Sep 26, 2025    $100K–$250K
  • MSD EIV Private, LLC
    Bought · Sep 25, 2025    $15K–$50K
  • Dawson Portfolio Finance 5 LP
    Bought · Sep 25, 2025    $15K–$50K
  • TMG Haynesville Investors, LLC
    Bought · Sep 24, 2025    $250K–$500K
  • 26North BDC, Inc.
    Bought · Sep 24, 2025    $100K–$250K
  • Cotulla Aviation LP
    Sold · Sep 19, 2025    $1M–$5M
  • Cresta Royalty Partners II LP
    Bought · Sep 18, 2025    $100K–$250K
  • Two Roads Development LLC Loan
    Sold · Sep 15, 2025    $1M–$5M
  • 26North BDC, Inc.
    Sold · Sep 11, 2025    $15K–$50K
  • MSD EIV Private, LLC
    Bought · Sep 10, 2025    $100K–$250K
  • HealthQuest Tactical Opportunities Fund, L.P.
    Bought · Sep 4, 2025    $15K–$50K
  • NFP Continuation Partners, LP.
    Sold · Sep 4, 2025    $250K–$500K
  • Caden FLV, LLC
    Sold · Sep 4, 2025    $15K–$50K
  • RCG Ventures Fund VIII
    Sold · Sep 3, 2025    $1,001–$15K
  • Dawson Portfolio Finance 5 LP
    Sold · Aug 29, 2025    $15K–$50K
  • HealthQuest Tactical Opportunities Fund
    Sold · Aug 26, 2025    $250K–$500K
  • Caden FLV, LLC
    Sold · Aug 20, 2025    $500K–$1M
  • MSD Real Estate Credit Opportunity Fund II
    Sold · Aug 20, 2025    $50K–$100K
  • SRP Continuation Partners LP
    Sold · Aug 18, 2025    $100K–$250K
  • RCP GP Fund II LP
    Bought · Aug 14, 2025    $250K–$500K
  • RCG Momentum LP
    Sold · Aug 14, 2025    $50K–$100K
  • Turnbridge Real Estate Fund II
    Bought · Aug 12, 2025    $100K–$250K
  • RCG Ventures Fund VIII
    Sold · Aug 1, 2025    $15K–$50K
  • MSD Hospitality Partners LP
    Sold · Jul 30, 2025    $500K–$1M
  • MSD Credit Opportunity Fund, L.P.
    Sold · Jul 30, 2025    $100K–$250K
  • Cresta SC Fund I-A LP
    Sold · Jul 30, 2025    $50K–$100K
  • Dawson Portfolio Finance 5 LP
    Sold · Jul 30, 2025    $15K–$50K
  • MSD EIV Private, LLC
    Sold · Jul 28, 2025    $50K–$100K
  • Kingfish Investments II, LLC
    Bought · Jul 28, 2025    $500K–$1M
  • Cresta Royalty Partners LP
    Bought · Jul 28, 2025    $50K–$100K
  • 26North Private Equity Fund I
    Bought · Jul 23, 2025    $100K–$250K
  • Caden Long Equity Fund
    Sold · Jul 22, 2025    $100K–$250K
  • Valence8 PE 2023 Fund
    Bought · Jul 21, 2025    $50K–$100K
  • Valence8 PE 2022 Fund
    Bought · Jul 21, 2025    $50K–$100K
  • Cotulla Aviation LP
    Sold · Jul 18, 2025    $50K–$100K
  • HealthQuest Tactical Opportunities Fund, L.P.
    Bought · Jul 17, 2025    $15K–$50K
  • RSL Football Holdings LLC
    Sold · Jul 16, 2025    $1M–$5M
  • Cresta Royalty Partners II LP
    Bought · Jul 16, 2025    $100K–$250K
  • Kingfish Investments II, LLC
    Sold · Jul 15, 2025    $250K–$500K
  • Arcadia Gameto Investors LP
    Bought · Jul 14, 2025    $100K–$250K
  • Highline Investors LLC
    Bought · Jul 10, 2025    $1M–$5M
  • 12 South Investor JV, LLC
    Bought · Jul 9, 2025    $250K–$500K
  • Dawson Portfolio Finance 5 LP
    Sold · Jun 30, 2025    $1,001–$15K
  • BDC · MSD Investment Corp. (BDC)
    Sold · Jun 27, 2025    $250K–$500K
  • TMG Haynesville Investors, LLC
    Bought · Jun 24, 2025    $100K–$250K
  • Dawson Portfolio Finance 5 LP
    Bought · Jun 24, 2025    $100K–$250K
  • RCG Ventures Fund VIII
    Sold · Jun 24, 2025    $1,001–$15K
  • Cresta Royalty Partners LP
    Bought · Jun 23, 2025    $50K–$100K
  • TMG Monument Investors LLC
    Sold · Jun 20, 2025    $100K–$250K
  • Blue Owl Capital Inc. Class A Common Stock
    Sold · Jun 20, 2025    $5M–$25M
  • MSD Special Investments Fund II
    Bought · Jun 18, 2025    $50K–$100K
  • TMG VCLR Investor, LLC
    Bought · Jun 16, 2025    $1,001–$15K
  • RCG Momentum, LP
    Bought · Jun 16, 2025    $100K–$250K
  • MSD EIV Private, LLC (JRK Investments III)
    Bought · Jun 16, 2025    $100K–$250K
  • Kingfish Investments X, LLC
    Sold · Jun 12, 2025    $100K–$250K
  • 26North BDC, Inc
    Sold · Jun 12, 2025    $15K–$50K
  • SRP Continuation Partners, LP
    Sold · Jun 4, 2025    $100K–$250K
  • RCG Momentum, LP
    Bought · Jun 2, 2025    $250K–$500K
  • Red Cell Partners
    Sold · May 27, 2025    $1M–$5M
  • Red Cell Incubation Fund LP
    Sold · May 27, 2025    $500K–$1M
  • HealthQuest Tactical Opportunities Fund, L.P.
    Bought · Apr 29, 2025    $100K–$250K
  • Dawson Portfolio Finance 5 LP
    Sold · Apr 29, 2025    $15K–$50K
  • RCP GP Fund II, LP
    Bought · Apr 21, 2025    $100K–$250K
  • RSL Football Holdings LLC
    Sold · Apr 17, 2025    $1M–$5M
  • HealthQuest Tactical Opportunities Fund, L.P.
    Bought · Apr 16, 2025    $15K–$50K
  • Cotulla Aviation LP
    Sold · Apr 11, 2025    $250K–$500K
  • Red Cell Incubation Fund, LP
    Bought · Apr 7, 2025    $100K–$250K
  • Kingfish Investments II, LLC
    Sold · Apr 4, 2025    $1M–$5M
  • TMG Monument Investors LCL
    Sold · Apr 3, 2025    $15K–$50K
  • Dawson Portfolio Finance 5 LP
    Sold · Mar 31, 2025    $1,001–$15K
  • Cresta SC Fund I-A LP
    Sold · Mar 31, 2025    $50K–$100K
  • MSD Hospitality Partners LP
    Sold · Mar 31, 2025    $1M–$5M
  • 26North Private Equity Fund I
    Bought · Mar 28, 2025    $100K–$250K
  • RCG Ventures Fund VIII, LP
    Bought · Mar 28, 2025    $1M–$5M
  • MSD Special Investments Fund II
    Bought · Mar 28, 2025    $15K–$50K
  • MSD Credit Opportunity Fund, L.P.
    Sold · Mar 28, 2025    $250K–$500K
  • Kingfish Investments X, LLC
    Sold · Mar 28, 2025    $1M–$5M
  • Cresta Royalty Partners LP
    Sold · Mar 27, 2025    $15K–$50K
  • BDC · MSD Investment Corp. (BDC)
    Sold · Mar 27, 2025    $250K–$500K
  • Turnbridge Real Estate Fund II
    Bought · Mar 26, 2025    $250K–$500K
  • Kingfish Investments V, LLC
    Sold · Mar 26, 2025    $1M–$5M
  • Dawson Portfolio Finance 5 LP
    Bought · Mar 24, 2025    $100K–$250K
  • MSD EIV Private, LLC
    Bought · Mar 24, 2025    $100K–$250K

Original reports

Related

From U.S. Office of Government Ethics Form 278-T reports.

Cite or embed this page

Capitol Receipts, “John Phelan Stock Trades (Secretary),” https://www.capitolreceipts.com/official-trades/john-phelan (accessed 2026-10-17).

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