LATEST
2 reports: 17 transactions
8 purchases and 9 sales dated 27 May 2025 to 30 Jan 2026, across 1 ticker. No ticker appears for the first time.
What changed in the latest report
Each row is one posting date. Counts come from the rows Tracked Money read from that day's reports; "first time" means the ticker is in no earlier report.
4 reports: 62 transactions
30 purchases and 32 sales dated 20 Jun 2025 to 20 Apr 2026, across 2 tickers. 1 ticker appear for the first time, including OWL.
2 reports: 41 transactions
21 purchases and 20 sales dated 24 Mar 2025 to 30 Oct 2025, across 1 ticker. No ticker appears for the first time.
Report: 14 transactions
6 purchases and 8 sales dated 4 Feb 2026 to 27 Feb 2026; none matched to a ticker. No ticker appears for the first time.
2 reports: 21 transactions
7 purchases and 14 sales dated 1 Aug 2025 to 26 Nov 2025; none matched to a ticker. No ticker appears for the first time.
When the trades happened
| Month | Trades |
|---|---|
| Mar 2025 | 14 |
| Apr 2025 | 9 |
| May 2025 | 2 |
| Jun 2025 | 16 |
| Jul 2025 | 19 |
| Aug 2025 | 9 |
| Sep 2025 | 19 |
| Oct 2025 | 18 |
| Nov 2025 | 13 |
| Dec 2025 | 0 |
| Jan 2026 | 30 |
| Feb 2026 | 14 |
| Mar 2026 | 18 |
| Apr 2026 | 10 |
Buying or selling?
BUY 87
104 SELL
What stocks does Phelan own and trade most?
The 2 tickers traded most often in the reports. A 278-T lists transactions, not holdings, and gives sizes as ranges, so a count shows activity rather than position size. Select one to chart it below.
BuysSells
Trades against the share price
Weekly closing price for each of the most-traded stocks, with every buy (green) and sell (orange) placed at its trade date.
Belden Inc. · weekly close2 buys · 4 sells · +4.6% since Mar 2025
BuySell
What if you had copied Phelan's trades?
We only publish a return when at least 70% of filings can be priced; John Phelan's reports are at 3% today. See the Executive Branch strategy (+68.0% past year) instead.
How Phelan compares
| Official | Trades | Stocks | Buy share | Days to file |
|---|---|---|---|---|
| John Phelan | 191 | 2 | 46% | 161 |
| Executive branch, median officialmedian of 22 filers | 53 | 20 | 38% | 63 |
| Congress, median membermedian of 127 filers | 126 | 37 | 50% | 27 |
| Most active in Congress, past 12 months: Gilbert Cisneros | 2,699 | 710 | 57% | 27 |
Every disclosed trade
All 191 rows, newest trade first. Amounts are the ranges the form discloses; each links to its source report.
| Traded | Filed | Asset | Type | Amount |
|---|---|---|---|---|
| 2026-04-20 | 2026-06-04 | Valence8 PE 2024 Fund | Purchase | $100,001 - $250,000 |
| 2026-04-20 | 2026-06-04 | Valence8 PE 2025 Fund | Purchase | $250,001 - $500,000 |
| 2026-04-15 | 2026-06-04 | Carriage House Investments LLP | Sale | $500,001 - $1,000,000 |
| 2026-04-13 | 2026-06-04 | Valence8 Cayman LP | Sale | $100,001 - $250,000 |
| 2026-04-10 | 2026-06-04 | HealthQuest Tactical Opportunities Fund L.P. | Purchase | $15,001 - $50,000 |
| 2026-04-10 | 2026-06-04 | Kingfish Investments X, LLC | Sale | $50,001 - $100,000 |
| 2026-04-10 | 2026-06-04 | MSD Special Investments Fund L.P. | Sale | $15,001 - $50,000 |
| 2026-04-08 | 2026-06-04 | RCP GP Fund II, LP | Purchase | $100,001 - $250,000 |
| 2026-04-01 | 2026-06-04 | Cresta Operating Partners (Non-Op Fund) LP | Purchase | $250,001 - $500,000 |
| 2026-04-01 | 2026-06-04 | Cresta Royalty Partners II LP | Purchase | $50,001 - $100,000 |
| 2026-03-31 | 2026-06-04 | Bear Lake Operations LLC | Purchase | $250,001 - $500,000 |
| 2026-03-31 | 2026-06-04 | Cresta Royalty Partners LP | Sale | $15,001 - $50,000 |
| 2026-03-31 | 2026-06-04 | Cresta SC Fund I-A LP | Purchase | $15,001 - $50,000 |
| 2026-03-31 | 2026-06-04 | Dawson Portfolio Finance 5 LP | Sale | $15,001 - $50,000 |
| 2026-03-31 | 2026-06-04 | RCG Ventures Fund VIII | Sale | $1,001 - $15,000 |
| 2026-03-30 | 2026-06-04 | Valence8 PE 2025 Fund | Purchase | $1,000,001 - $5,000,000 |
| 2026-03-27 | 2026-06-04 | BDC MSD Investment Corp. | Sale | $250,001 - $500,000 |
| 2026-03-27 | 2026-06-04 | Kingfish Investments V, LLC | Sale | $250,001 - $500,000 |
| 2026-03-27 | 2026-06-04 | Kingfish Investments X, LLC | Sale | $1,000,001 - $5,000,000 |
| 2026-03-24 | 2026-06-04 | HealthQuest Tactical Opportunities Fund, L.P. | Purchase | $15,001 - $50,000 |
| 2026-03-23 | 2026-06-04 | 26North BDC, Inc. | Purchase | $100,001 - $250,000 |
| 2026-03-20 | 2026-06-04 | Dawson Portfolio Finance LP | Purchase | $50,001 - $100,000 |
| 2026-03-17 | 2026-06-04 | Double Mako Investments LLC | Sale | $1,000,001 - $5,000,000 |
| 2026-03-17 | 2026-06-04 | White Tip Investments LLC | Sale | $1,000,001 - $5,000,000 |
| 2026-03-13 | 2026-06-04 | MSD Capital, LP | Sale | $1,000,001 - $5,000,000 |
Showing 25 of 191
Questions people ask
Does Phelan have to disclose stock trades?
Yes. Senior executive-branch officials, including the President, must report securities transactions over $1,000 on OGE Form 278-T, generally within 45 days of the trade. The Office of Government Ethics publishes the reports.
How many stock trades has Phelan disclosed?
Tracked Money has read 191 transactions from 13 OGE 278-T reports posted between 27 Feb 2026 and 5 Jun 2026, with trade dates from 24 Mar 2025 to 20 Apr 2026.
What stocks does Phelan own?
The 278-T lists transactions, not holdings. The stocks traded most often in these reports are Belden Inc. (BDC), Blue Owl Capital Inc. (OWL). Holdings appear on the annual OGE Form 278e financial disclosure, which this page does not cover.
How quickly do Phelan's trades become public?
The median trade on this page became public 161 days after it happened, measured from the trade date to the day OGE posted the report. Amounts are disclosed as ranges, not exact figures.
Method and sources
Every row on this page is read from an OGE Form 278-T periodic transaction report published by the U.S. Office of Government Ethics. The reports are scanned or e-filed PDFs; Tracked Money reads each row's asset, type, trade date and amount range, and matches company names to ticker symbols. Rows it cannot match (bonds, funds, unmatched names) are kept with the name as filed. The filing date is the day OGE posted the report, the first day anyone could read it.
- OGE officials' individual disclosures search
- John Phelan's 13 reports:5 Jun 2026 (15 rows) · 5 Jun 2026 (2 rows) · 4 Jun 2026 (18 rows) · 4 Jun 2026 (10 rows) · 4 Jun 2026 (15 rows) · 4 Jun 2026 (19 rows) · 22 May 2026 (18 rows) · 22 May 2026 (23 rows) · 25 Apr 2026 (14 rows) · 26 Mar 2026 (13 rows) · 26 Mar 2026 (8 rows) · 27 Feb 2026 (21 rows) · 27 Feb 2026 (15 rows)
Last checked
28 Sep 2026Last time Tracked Money checked OGE for new 278-T reports.
Reports read
13 of 13Every report OGE has posted as a PDF for this official. 13 yielded transaction rows, posted 27 Feb 2026 to 5 Jun 2026.
Tickers matched
7 of 191Rows matched to a ticker symbol. The rest are listed by name and left out of the charts.
Reports OGE releases only on written request (Form 201) are not included. Amounts are statutory ranges, not exact figures. The page is generated from the filing data; the wording is templated, not written per report.