Watching the government
Former Secretary, Department of the Navy
John Phelan Securities trades and financial disclosures
John Phelan's OGE filings report 176 securities transactions dated March 24, 2025 to April 20, 2026, as read here on October 12, 2026.
Trading profile
Buys vs. sells
45% bought · 55% sold
Past the deadline
5
after 45 days plus any extension the filing states
Est. volume
$104.3M
lower-bound estimate
On Phelan’s reports
By asset type
176 trades
- Funds and ETFs60
- Individual stock13
- Other103
Trading over time
Net worth
A net worth for John Phelan cannot be computed from this filing: values are given as ranges, some items carry no value, the highest range has no upper limit, and a home kept for personal use is not reported.
Disclosed holdings
Disclosed assets
At least $797M
as ranges on 263 line items, plus 594 without a dollar value; 5 of those ranges are open ended
Disclosed liabilities
At least $125M
as ranges on 39 line items; 1 of those ranges is open ended
These are the lower and upper bounds of the ranges on the filing, not a market valuation. Assets and liabilities are shown separately and are never netted into a net worth. How these bands are read
The form lists each debt over $10,000 owed at any time during the period it covers, including one repaid before the period ended. A few kinds are left off, such as a debt to a close relative.
Kept since Aug 27, 2026. Federal law generally requires a filing to be destroyed six years after it was received, unless it is needed in an ongoing investigation.
The full record
The disclosed transactions.
176 disclosed transactions, as filed on the official’s OGE 278-T. Amounts are ranges, never exact. Every row links to the official filing.
| Company | Ticker | Owner | Amount | Date | |
|---|---|---|---|---|---|
| Bought | Valence8 PE 2025 Fund | - | Unspecified | $250,001 - $500,000 | 2026-04-20↗ |
| Bought | Valence8 PE 2024 Fund | - | Unspecified | $100,001 - $250,000 | 2026-04-20↗ |
| Sold | Carriage House Investments LLP | - | Unspecified | $500,001 - $1,000,000 | 2026-04-15↗ |
| Sold | Valence8 Cayman LP | - | Unspecified | $100,001 - $250,000 | 2026-04-13↗ |
| Sold | Kingfish Investments X | - | Unspecified | $50,001 - $100,000 | 2026-04-10↗ |
| Sold | MSD Special Investments Fund L.P. | - | Unspecified | $15,001 - $50,000 | 2026-04-10↗ |
| Bought | HealthQuest Tactical Opportunities Fund L.P. | - | Unspecified | $15,001 - $50,000 | 2026-04-10↗ |
| Bought | RCP GP Fund II, LP | - | Unspecified | $100,001 - $250,000 | 2026-04-08↗ |
| Bought | Cresta Operating Partners (Non-Op Fund) LP | - | Unspecified | $250,001 - $500,000 | 2026-04-01↗ |
| Bought | Cresta Royalty Partners II LP | - | Unspecified | $50,001 - $100,000 | 2026-04-01↗ |