# John Phelan's stock trades: 191 disclosed since 2025

Executive branch · OGE Form 278-T · Updated 5 Jun 2026 · Source: U.S. Office of Government Ethics

Canonical: https://trackedmoney.com/executive/john-phelan/

## Short answer

As of 28 Sep 2026, John Phelan has disclosed 191 securities transactions on OGE Form 278-T, dated Mar 2025 to Apr 2026: 87 purchases and 104 sales across 2 ticker symbols. The most recent report with readable rows, posted 5 Jun 2026, listed 17 transactions. The most-traded stock is Belden Inc. (BDC), with 6 trades.

## Key facts

- **191 transactions disclosed.** John Phelan reported 191 transactions on 13 OGE 278-T reports posted between 27 Feb 2026 and 5 Jun 2026.
- **2 ticker symbols.** The trades span 2 ticker symbols; 184 rows (bonds and assets without a matched ticker) are listed by name only.
- **46% purchases.** 87 of the transactions are purchases and 104 are sales.
- **161 days median delay to public.** Half of Phelan's trades became public within 161 days of the trade date, counting to the day OGE posted the report.

## What changed in the latest report

- **5 Jun 2026: 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.
- **4 Jun 2026: 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.
- **22 May 2026: 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.
- **25 Apr 2026: 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.
- **26 Mar 2026: 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

Trades per month, by transaction date.

| 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?

87 purchases (46%) and 104 sales (54%).

## What stocks does Phelan own and trade most?

| Ticker | Company | Buys | Sells | Total |
|---|---|---:|---:|---:|
| BDC | Belden Inc. | 2 | 4 | 6 |
| OWL | Blue Owl Capital Inc. | 0 | 1 | 1 |

## Trades against the share price

- Belden Inc. (BDC): 2 buys · 4 sells · +4.6% since 7 Mar 2025
- Blue Owl Capital Inc. (OWL): 0 buys · 1 sells · −53.1% since 7 Mar 2025

## 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 (median) |
|---|---:|---:|---:|---:|
| John Phelan | 191 | 2 | 46% | 161 |
| Executive branch, median official | 53 | 20 | 38% | 63 |
| Congress, median member | 126 | 37 | 50% | 27 |
| Most active in Congress, past 12 months: Gilbert Cisneros | 2,699 | 710 | 57% | 27 |

The executive median covers the 22 executive officials shown in the Tracked Money app; the Congress median covers 127 House and Senate members shown in the app.
Gilbert Cisneros (House) reported 1,153 trades dated 28 Sep 2025 to 28 Sep 2026, the most of any member in that window.

## Every disclosed trade

The 25 most recent of 191. All rows: [trades.csv](./trades.csv) · [trades.json](./trades.json)

| 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 |

## 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

- Source: OGE Form 278-T reports published by the U.S. Office of Government Ethics (https://extapps2.oge.gov/201/Presiden.nsf).
- Reports read: 13 (every report OGE has posted as a PDF for this official at the last check); 13 yielded transaction rows.
- Tickers matched: 7 of 191 rows. Company names are matched to tickers by Tracked Money; unmatched rows are kept by name.
- Last checked: 28 Sep 2026.
- Amounts are the disclosed ranges. Trade dates are as reported; the filing date is the day OGE posted the report.

Reports:

- 5 Jun 2026: 15 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/20DBB4C97563F8DE85258E0D002DCD7A/$FILE/John-Phelan-03.12.2026-278T(2).pdf
- 5 Jun 2026: 2 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/E3BE4EA1BA0AC06885258E0D002DCD71/$FILE/John-Phelan-03.12.2026-278T(1).pdf
- 4 Jun 2026: 18 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/8FC040FFB2095EC685258E0C002DCF26/$FILE/John-Phelan-05.12.2026-278T(1).pdf
- 4 Jun 2026: 10 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/D17D53F736AD393B85258E0C002DCF1F/$FILE/John-Phelan-05.12.2026-278T.pdf
- 4 Jun 2026: 15 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/DF33C1065800EF1785258E0C002DCF2D/$FILE/John-Phelan-03.12.2026-278T(3).pdf
- 4 Jun 2026: 19 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/E39628A503BB83E685258E0C002DCEFA/$FILE/John-Phelan-10.02.2025-278T.pdf
- 22 May 2026: 18 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/54391EB52FBB07E285258DFF002DCC5D/$FILE/John-Phelan-11.17.2025-278T(2).pdf
- 22 May 2026: 23 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/DC3783D3D22CADA585258DFF002DCC65/$FILE/John-Phelan-05.20.2025-278T.pdf
- 25 Apr 2026: 14 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/A3B6063812E5B0AE85258DE4002DC573/$FILE/John-Phelan-03.12.2026-278T.pdf
- 26 Mar 2026: 13 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/68666D69BEFB693D85258DC6002DC641/$FILE/John-Phelan-01.09.2026-278T.pdf
- 26 Mar 2026: 8 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/F6D5E76DFD84296785258DC6002DC61D/$FILE/John-Phelan-10.02.2025-278T(2).pdf
- 27 Feb 2026: 21 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/687996565E337F3385258DAB00346FB5/$FILE/John-Phelan-11.17.2025-278T(1).pdf
- 27 Feb 2026: 15 rows — https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/DFA1DC5E6B4CE0BF85258DAB00346FD8/$FILE/John-Phelan-07.28.2025-278T(2).pdf

Public filings. Not investment advice.