Watching the government
Secretary, Department of the Navy
John Phelan
Disclosed holdings
Disclosed assets
At least $797M
as ranges on 263 line items; the largest ranges are open ended
Disclosed liabilities
At least $125M
as ranges on 39 line items; the largest ranges are open ended
Trading profile
Buys vs. sells
79 bought · 97 sold
Disclosed trades
176
individual transactions filed
After 45 days
174
disclosed over 45 days after the trade
Est. volume
$104.3M
lower-bound estimate
What Phelan trades
What they trade
176 trades
- Funds and ETFs60
- Individual stock13
- Other103
Trading over time
119
57
20252026
The full record
Every disclosed transaction.
176 disclosed transactions, as filed on the official’s OGE 278-T. Amounts are ranges, never exact. Every row links to the official filing.
Sort by
Bought
Valence8 PE 2025 Fund
Bought
Valence8 PE 2024 Fund
Sold
Carriage House Investments LLP
Sold
Valence8 Cayman LP
Sold
Kingfish Investments X
Sold
MSD Special Investments Fund L.P.
Bought
HealthQuest Tactical Opportunities Fund L.P.
Bought
RCP GP Fund II, LP
Bought
Cresta Operating Partners (Non-Op Fund) LP
Bought
Cresta Royalty Partners II LP
| Company | Ticker | Owner | Amount | Date | |
|---|---|---|---|---|---|
| Bought | Valence8 PE 2025 Fund | — | — | $250,001 - $500,000 | 2026-04-20↗ |
| Bought | Valence8 PE 2024 Fund | — | — | $100,001 - $250,000 | 2026-04-20↗ |
| Sold | Carriage House Investments LLP | — | — | $500,001 - $1,000,000 | 2026-04-15↗ |
| Sold | Valence8 Cayman LP | — | — | $100,001 - $250,000 | 2026-04-13↗ |
| Sold | Kingfish Investments X | — | — | $50,001 - $100,000 | 2026-04-10↗ |
| Sold | MSD Special Investments Fund L.P. | — | — | $15,001 - $50,000 | 2026-04-10↗ |
| Bought | HealthQuest Tactical Opportunities Fund L.P. | — | — | $15,001 - $50,000 | 2026-04-10↗ |
| Bought | RCP GP Fund II, LP | — | — | $100,001 - $250,000 | 2026-04-08↗ |
| Bought | Cresta Operating Partners (Non-Op Fund) LP | — | — | $250,001 - $500,000 | 2026-04-01↗ |
| Bought | Cresta Royalty Partners II LP | — | — | $50,001 - $100,000 | 2026-04-01↗ |
1–10 of 1761 / 18