LogoTrump Tracker
    John Phelan

    John Phelan

    Secretary of the Navy

    Civilian head of the U.S. Navy and Marine Corps

    Assets

    $188.3M

    Liabilities

    $55.5M

    Latest Trades (57)

    All
    BDC
    Fund
    Investment Fund
    Loan
    Mutual Fund
    Private Equity
    Private Equity Fund
    Private Fund
    Real Estate Fund

    Kingfish Investments

    Sell

    Kingfish Investments X, LLC · Nov 26 · Source

    N/A

    Dawson Portfolio Fin

    Sell

    Dawson Portfolio Finance 5 LP · Nov 26 · Source

    N/A

    MSD Capital, LP

    Sell

    MSD Capital, LP · Nov 26 · Source

    N/A

    SRP Continuation Par

    Sell

    SRP Continuation Partners LP · Nov 20 · Source

    N/A

    MSD EIV Private LLC

    Buy

    MSD EIV Private LLC - Series B · Nov 20 · Source

    N/A

    Assets by Category

    Stock

    2 assets

    Total Value$112.5M
    Total Income$5.0M

    Art Collection

    1 assets

    Total Value$75.0M
    Total Income$201

    401k Plan

    2 assets

    Total Value$750K
    Total Income$402

    Salary

    1 assets

    Total ValueN/A
    Total Income$172K

    Compensation Sources (3)

    Rugger Management LLC

    Managing member and employee of the Private Investment Company • Palm Beach, Florida

    $172K

    AeCe ISA Ltd.

    Participate in the management of the reinsurance company • New York, New York

    N/A

    AeBe ISA Ltd.

    Participate in the management of the reinsurance company • New York, New York

    N/A

    Positions Held (7)

    Member, Co-Founder, Chairman, Board of Directors

    Third Option Foundation

    Reston, Virginia

    Member, Board of Directors

    Spirit of America

    Arlington, Virginia

    Member, Advisory Board, Phelan US Centre

    London School of Economics

    London, Outside U.S.

    President

    John and Amy Phelan Family Foundation

    Palm Beach, Florida

    Member, Board of Dean's Advisors, Major Gift Chair for Class of 1990

    Harvard Business School

    Cambridge, Massachusetts

    Member, Board of Directors

    Federal Enforcement Homeland Security Foundation

    New York, New York

    Member, Dedman College Executive Board

    Southern Methodist University

    Dallas, Texas

    Liabilities (3)

    Bank of America

    Mortgage • 2% • joint

    $37.5M

    National West Bank

    Mortgage • 3.39% • joint

    $15.0M

    HealthQuest Tactical Opportunities Fund, L.P.

    Capital Call • N/A • filer

    $3.0M