Reports

13 filed

Each OGE Form 278-T this official filed, newest first. Form 278-T is the periodic transaction report that senior executive-branch officials file with the Office of Government Ethics. They must report each trade over $1,000 within 30 days of being notified of it, and no later than 45 days after the trade. Amounts are ranges, not exact figures.

Reports filed
Report
May 12, 2026SECNAV, DoD - Department of the Navy18 tradesOGE Form 278-T ↗
May 12, 2026SECNAV, DoD - Department of the Navy10 tradesOGE Form 278-T ↗
Mar 12, 2026SECNAV, DoD - Department of the Navy15 tradesOGE Form 278-T ↗
Mar 12, 2026SECNAV, DoD - Department of the Navy14 tradesOGE Form 278-T ↗
Mar 12, 2026SECNAV, DoD - Department of the Navy15 tradesOGE Form 278-T ↗
Mar 12, 2026Secretary of the Navy, DoD - Department of the Navy2 tradesOGE Form 278-T ↗
Jan 9, 2026SECNAV, DoD - Department of the Navy13 tradesOGE Form 278-T ↗
Nov 17, 2025SECNAV, DoD - Department of the Navy18 tradesOGE Form 278-T ↗
Nov 17, 2025SECNAV, DoD - Department of the Navy21 tradesOGE Form 278-T ↗
Oct 2, 2025SECNAV, DoD - Department of the Navy19 tradesOGE Form 278-T ↗
Oct 2, 2025SECNAV, DoD - Department of the Navy8 tradesOGE Form 278-T ↗
Jul 28, 2025SECNAVY, DoD - Department of the Navy15 tradesOGE Form 278-T ↗
May 20, 2025SECNAVY, DoD - Department of the Navy23 tradesOGE Form 278-T ↗

Trades

Every transaction line on these reports, newest first. Amounts are ranges.

Trades reported by John Phelan
The form has no ticker column. The asset is shown as the filer wrote it. We add a ticker link only when we could match the asset to a listed company.The form asks for a range, such as $1,001 - $15,000, not an exact amount. A line can be left blank when the filer's note says the amount was not more than $1,000.Report
Valence8 PE 2024 FundPurchaseApr 20, 2026$100,001 - $250,000May 12, 2026OGE Form 278-T ↗
Valence8 PE 2025 FundPurchaseApr 20, 2026$250,001 - $500,000May 12, 2026OGE Form 278-T ↗
Carriage House Investments LLPSaleApr 15, 2026$500,001 - $1,000,000May 12, 2026OGE Form 278-T ↗
Valence8 Cayman LPSaleApr 13, 2026$100,001 - $250,000May 12, 2026OGE Form 278-T ↗
HealthQuest Tactical Opportunities Fund L.P.PurchaseApr 10, 2026$15,001 - $50,000May 12, 2026OGE Form 278-T ↗
MSD Special Investments Fund L.P.SaleApr 10, 2026$15,001 - $50,000May 12, 2026OGE Form 278-T ↗
Kingfish Investments X, LLCSaleApr 10, 2026$50,001 - $100,000May 12, 2026OGE Form 278-T ↗
RCP GP Fund II, LPPurchaseApr 8, 2026$100,001 - $250,000May 12, 2026OGE Form 278-T ↗
Cresta Royalty Partners II LPPurchaseApr 1, 2026$50,001 - $100,000May 12, 2026OGE Form 278-T ↗
Cresta Operating Partners (Non-Op Fund) LPPurchaseApr 1, 2026$250,001 - $500,000May 12, 2026OGE Form 278-T ↗
RCG Ventures Fund VIIISaleMar 31, 2026$1,001 - $15,000May 12, 2026OGE Form 278-T ↗
Dawson Portfolio Finance 5 LPSaleMar 31, 2026$15,001 - $50,000May 12, 2026OGE Form 278-T ↗
Cresta Royalty Partners LPSaleMar 31, 2026$15,001 - $50,000May 12, 2026OGE Form 278-T ↗
Cresta SC Fund I-A LPPurchaseMar 31, 2026$15,001 - $50,000May 12, 2026OGE Form 278-T ↗
Bear Lake Operations LLCPurchaseMar 31, 2026$250,001 - $500,000May 12, 2026OGE Form 278-T ↗
Valence8 PE 2025 FundPurchaseMar 30, 2026$1,000,001 - $5,000,000May 12, 2026OGE Form 278-T ↗
MSD Investment Corp. (BDC)SaleMar 27, 2026$250,001 - $500,000May 12, 2026OGE Form 278-T ↗
Kingfish Investments V, LLCSaleMar 27, 2026$250,001 - $500,000May 12, 2026OGE Form 278-T ↗
Kingfish Investments X, LLCSaleMar 27, 2026$1,000,001 - $5,000,000May 12, 2026OGE Form 278-T ↗
HealthQuest Tactical Opportunities Fund, L.P.PurchaseMar 24, 2026$15,001 - $50,000May 12, 2026OGE Form 278-T ↗
26North BDC, Inc.PurchaseMar 23, 2026$100,001 - $250,000May 12, 2026OGE Form 278-T ↗
Dawson Portfolio Finance LPPurchaseMar 20, 2026$50,001 - $100,000May 12, 2026OGE Form 278-T ↗
White Tip Investments LLCSaleMar 17, 2026$1,000,001 - $5,000,000May 12, 2026OGE Form 278-T ↗
Double Mako Investments LLCSaleMar 17, 2026$1,000,001 - $5,000,000May 12, 2026OGE Form 278-T ↗
MSD Partners, L.P.SaleMar 13, 2026$1,000,001 - $5,000,000May 12, 2026OGE Form 278-T ↗
MSD Capital, LPSaleMar 13, 2026$1,000,001 - $5,000,000May 12, 2026OGE Form 278-T ↗
26North BDC, Inc.SaleMar 12, 2026$15,001 - $50,000May 12, 2026OGE Form 278-T ↗
MSD Special Investments Fund II, L.P.SaleMar 11, 2026$50,001 - $100,000May 12, 2026OGE Form 278-T ↗
MSD Hospitality Partners LPSaleFeb 27, 2026Over $50,000,000Mar 12, 2026OGE Form 278-T ↗
Dawson Portfolio Finance 5 LPSaleFeb 26, 2026$1,001 - $15,000Mar 12, 2026OGE Form 278-T ↗
Bear Lake Operations LLCPurchaseFeb 26, 2026$250,001 - $500,000Mar 12, 2026OGE Form 278-T ↗
RCG Ventures Fund VIIISaleFeb 23, 2026$15,001 - $50,000Mar 12, 2026OGE Form 278-T ↗
Caden Opportunity FundSaleFeb 19, 2026$1,000,001 - $5,000,000Mar 12, 2026OGE Form 278-T ↗
NFP Continuation Partners LPSaleFeb 13, 2026$250,001 - $500,000Mar 12, 2026OGE Form 278-T ↗
HealthQuest Tactical Opportunities Fund LPPurchaseFeb 12, 2026$250,001 - $500,000Mar 12, 2026OGE Form 278-T ↗
RCG Momentum LPSaleFeb 11, 2026$50,001 - $100,000Mar 12, 2026OGE Form 278-T ↗
MSD EIV Private LLCPurchaseFeb 11, 2026$50,001 - $100,000Mar 12, 2026OGE Form 278-T ↗
MSD Special Investments Fund II, LPPurchaseFeb 11, 2026$15,001 - $50,000Mar 12, 2026OGE Form 278-T ↗
MSD EIV Private LLCSaleFeb 10, 2026$100,001 - $250,000Mar 12, 2026OGE Form 278-T ↗
MSD Real Estate Credit Opportunity Fund IIPurchaseFeb 9, 2026$100,001 - $250,000Mar 12, 2026OGE Form 278-T ↗
SRP Continuation Partners LPSaleFeb 6, 2026$15,001 - $50,000Mar 12, 2026OGE Form 278-T ↗
Bear Lake Operations LLCPurchaseFeb 4, 2026$100,001 - $250,000Mar 12, 2026OGE Form 278-T ↗
Cresta Royalty Partners IIPurchaseJan 30, 2026$500,001 - $1,000,000Mar 12, 2026OGE Form 278-T ↗
Cresta Royalty Partners IIPurchaseJan 30, 2026$500,001 - $1,000,000Mar 12, 2026OGE Form 278-T ↗
Dawson Portfolio Finance 5 LPSaleJan 29, 2026$1,001 - $15,000Mar 12, 2026OGE Form 278-T ↗
Vesper Muse LLCPurchaseJan 29, 2026$15,001 - $50,000Mar 12, 2026OGE Form 278-T ↗
Kingfish Investments II, LLCSaleJan 29, 2026$100,001 - $250,000Mar 12, 2026OGE Form 278-T ↗
Dawson Portfolio Finance 5 LPSaleJan 29, 2026$1,001 - $15,000Mar 12, 2026OGE Form 278-T ↗
Vesper Muse LLCPurchaseJan 29, 2026$15,001 - $50,000Mar 12, 2026OGE Form 278-T ↗
Kingfish Investments II, LLCSaleJan 29, 2026$100,001 - $250,000Mar 12, 2026OGE Form 278-T ↗

Form 278-T is the periodic transaction report that senior executive-branch officials file with the Office of Government Ethics. They must report each trade over $1,000 within 30 days of being notified of it, and no later than 45 days after the trade. Amounts are ranges, not exact figures. Information, not investment advice.