Not financial advice. ThetaGrade is educational and informational only. Nothing here is a recommendation to buy or sell any security, and it is not tailored to anyone. Options involve substantial risk; read the OCC Characteristics and Risks of Standardized Options. Past performance does not guarantee future results. Methodology

Recent government trades

Every trade, newest filing first.

Trades are filed weeks after they happen and amounts are reported as ranges. Educational, not financial advice.

Traded	Filed	Days	Official	Stock	Type	Amount	Owner
2026-04-16	2026-06-05	50	Rick W. Allen	ABT Abbott Laboratories Common Stock	Sell	$15K–$50K	Spouse	Filing ↗
2026-04-16	2026-06-05	50	Rick W. Allen	INTU Intuit Inc. - Common Stock	Sell	$15K–$50K	Spouse	Filing ↗
2026-04-16	2026-06-05	50	Rick W. Allen	PG Procter & Gamble Company	Sell	$15K–$50K	Spouse	Filing ↗
2026-04-16	2026-06-05	50	Rick W. Allen	SPGI S&P Global Inc. Common Stock	Sell	$15K–$50K	Spouse	Filing ↗
2026-04-16	2026-06-05	50	Rick W. Allen	US Treasury Note 3.75% DUE 12/31/28 (91282CJR3))	Sell	$100K–$250K	Spouse	Filing ↗
2026-04-16	2026-06-05	50	Rick W. Allen	US Treasury Note 4/375% DUE 12/15/26 (91282CJP7)	Sell	$100K–$250K	Spouse	Filing ↗
2026-04-15	2026-06-05	51	Rick W. Allen	AMP Ameriprise Financial, Inc. Common Stock	Sell	$50K–$100K	Spouse	Filing ↗
2026-01-30	2026-06-05	126	John Phelan	Cresta Royalty Partners II	Buy	$500K–$1M		Filing ↗
2026-01-29	2026-06-05	127	John Phelan	Kingfish Investments II, LLC	Sell	$100K–$250K		Filing ↗
2026-01-29	2026-06-05	127	John Phelan	Dawson Portfolio Finance 5 LP	Sell	$1K–$15K		Filing ↗
2026-01-29	2026-06-05	127	John Phelan	Vesper Muse LLC	Buy	$15K–$50K		Filing ↗
2026-01-28	2026-06-05	128	John Phelan	GMF Group Fund II, LLC	Buy	$500K–$1M		Filing ↗
2026-01-28	2026-06-05	128	John Phelan	Turnbridge Equities Real Estate Fund II	Buy	$100K–$250K		Filing ↗
2026-01-27	2026-06-05	129	John Phelan	RMDC, Inc.	Sell	$500K–$1M		Filing ↗
2026-01-26	2026-06-05	130	John Phelan	Kingfish Investments II, LLC	Sell	$15K–$50K		Filing ↗
2026-01-20	2026-06-05	136	John Phelan	MSD Special Investments Fund II, LP	Buy	$50K–$100K		Filing ↗
2026-01-20	2026-06-05	136	John Phelan	Valence8 PE 2024 Fund	Buy	$250K–$500K		Filing ↗
2026-01-13	2026-06-05	143	John Phelan	HealthQuest Tactical Opportunities LP	Buy	$15K–$50K		Filing ↗
2026-01-12	2026-06-05	144	John Phelan	MSD Holdings, LP	Sell	$100K–$250K		Filing ↗
2026-01-09	2026-06-05	147	John Phelan	Cotulla Aviation LP	Sell	$1M–$5M		Filing ↗
2026-01-08	2026-06-05	148	John Phelan	BDC MSD Investment Corp. (BDC)	BuySold	$250K–$500K		Filing ↗
2026-01-05	2026-06-05	151	John Phelan	Kingfish Investments X, LLC	Sell	$500K–$1M		Filing ↗
2025-05-27	2026-06-05	374	John Phelan	Red Cell Partners	Sell	$1M–$5M		Filing ↗
2025-05-27	2026-06-05	374	John Phelan	Red Cell Incubation Fund LP	Sell	$500K–$1M		Filing ↗
2026-05-15	2026-06-04	20	Lloyd Doggett	PG Procter & Gamble Company	BuyOpen	$1K–$15K	Self	Filing ↗
2026-04-21	2026-06-04	44	Susie Lee	FLL Full House Resorts, Inc. - Common Stock	Partial sell	$1K–$15K	Self	Filing ↗
2026-04-20	2026-06-04	45	John Phelan	Valence8 PE 2025 Fund	Buy	$250K–$500K		Filing ↗
2026-04-20	2026-06-04	45	John Phelan	Valence8 PE 2024 Fund	Buy	$100K–$250K		Filing ↗
2026-04-15	2026-06-04	50	John Phelan	Carriage House Investments LLP	Sell	$500K–$1M		Filing ↗
2026-04-13	2026-06-04	52	John Phelan	Valence8 Cayman LP	Sell	$100K–$250K		Filing ↗
2026-04-10	2026-06-04	55	John Phelan	Kingfish Investments X, LLC	Sell	$50K–$100K		Filing ↗
2026-04-10	2026-06-04	55	John Phelan	MSD Special Investments Fund L.P.	Sell	$15K–$50K		Filing ↗
2026-04-10	2026-06-04	55	John Phelan	HealthQuest Tactical Opportunities Fund L.P.	Buy	$15K–$50K		Filing ↗
2026-04-08	2026-06-04	57	John Phelan	RCP GP Fund II, LP	Buy	$100K–$250K		Filing ↗
2026-04-01	2026-06-04	64	John Phelan	Cresta Operating Partners (Non-Op Fund) LP	Buy	$250K–$500K		Filing ↗
2026-04-01	2026-06-04	64	John Phelan	Cresta Royalty Partners II LP	Buy	$50K–$100K		Filing ↗
2026-03-31	2026-06-04	65	John Phelan	Bear Lake Operations LLC	Buy	$250K–$500K		Filing ↗
2026-03-31	2026-06-04	65	John Phelan	Cresta Royalty Partners LP	Sell	$15K–$50K		Filing ↗
2026-03-31	2026-06-04	65	John Phelan	Dawson Portfolio Finance 5 LP	Sell	$15K–$50K		Filing ↗
2026-03-31	2026-06-04	65	John Phelan	RCG Ventures Fund VIII	Sell	$1K–$15K		Filing ↗
2026-03-31	2026-06-04	65	John Phelan	Cresta SC Fund I-A LP	Buy	$15K–$50K		Filing ↗
2026-03-30	2026-06-04	66	John Phelan	Valence8 PE 2025 Fund	Buy	$1M–$5M		Filing ↗
2026-03-27	2026-06-04	69	John Phelan	Kingfish Investments X, LLC	Sell	$1M–$5M		Filing ↗
2026-03-27	2026-06-04	69	John Phelan	BDC MSD Investment Corp. (BDC)	Sell	$250K–$500K		Filing ↗
2026-03-27	2026-06-04	69	John Phelan	Kingfish Investments V, LLC	Sell	$250K–$500K		Filing ↗
2026-03-24	2026-06-04	72	John Phelan	HealthQuest Tactical Opportunities Fund, L.P.	Buy	$15K–$50K		Filing ↗
2026-03-23	2026-06-04	73	John Phelan	26North BDC, Inc.	Buy	$100K–$250K		Filing ↗
2026-03-20	2026-06-04	76	John Phelan	Dawson Portfolio Finance LP	Buy	$50K–$100K		Filing ↗
2026-03-17	2026-06-04	79	John Phelan	Double Mako Investments LLC	Sell	$1M–$5M		Filing ↗
2026-03-17	2026-06-04	79	John Phelan	White Tip Investments LLC	Sell	$1M–$5M		Filing ↗

ABT Abbott Laboratories Common Stock
Sell
Rick W. Allen
$15K–$50K · Spouse · traded 2026-04-16 · filed 2026-06-05 (50d) · Filing ↗
INTU Intuit Inc. - Common Stock
Sell
Rick W. Allen
$15K–$50K · Spouse · traded 2026-04-16 · filed 2026-06-05 (50d) · Filing ↗
PG Procter & Gamble Company
Sell
Rick W. Allen
$15K–$50K · Spouse · traded 2026-04-16 · filed 2026-06-05 (50d) · Filing ↗
SPGI S&P Global Inc. Common Stock
Sell
Rick W. Allen
$15K–$50K · Spouse · traded 2026-04-16 · filed 2026-06-05 (50d) · Filing ↗
US Treasury Note 3.75% DUE 12/31/28 (91282CJR3))
Sell
Rick W. Allen
$100K–$250K · Spouse · traded 2026-04-16 · filed 2026-06-05 (50d) · Filing ↗
US Treasury Note 4/375% DUE 12/15/26 (91282CJP7)
Sell
Rick W. Allen
$100K–$250K · Spouse · traded 2026-04-16 · filed 2026-06-05 (50d) · Filing ↗
AMP Ameriprise Financial, Inc. Common Stock
Sell
Rick W. Allen
$50K–$100K · Spouse · traded 2026-04-15 · filed 2026-06-05 (51d) · Filing ↗
Cresta Royalty Partners II
Buy
John Phelan
$500K–$1M · traded 2026-01-30 · filed 2026-06-05 (126d) · Filing ↗
Kingfish Investments II, LLC
Sell
John Phelan
$100K–$250K · traded 2026-01-29 · filed 2026-06-05 (127d) · Filing ↗
Dawson Portfolio Finance 5 LP
Sell
John Phelan
$1K–$15K · traded 2026-01-29 · filed 2026-06-05 (127d) · Filing ↗
Vesper Muse LLC
Buy
John Phelan
$15K–$50K · traded 2026-01-29 · filed 2026-06-05 (127d) · Filing ↗
GMF Group Fund II, LLC
Buy
John Phelan
$500K–$1M · traded 2026-01-28 · filed 2026-06-05 (128d) · Filing ↗
Turnbridge Equities Real Estate Fund II
Buy
John Phelan
$100K–$250K · traded 2026-01-28 · filed 2026-06-05 (128d) · Filing ↗
RMDC, Inc.
Sell
John Phelan
$500K–$1M · traded 2026-01-27 · filed 2026-06-05 (129d) · Filing ↗
Kingfish Investments II, LLC
Sell
John Phelan
$15K–$50K · traded 2026-01-26 · filed 2026-06-05 (130d) · Filing ↗
MSD Special Investments Fund II, LP
Buy
John Phelan
$50K–$100K · traded 2026-01-20 · filed 2026-06-05 (136d) · Filing ↗
Valence8 PE 2024 Fund
Buy
John Phelan
$250K–$500K · traded 2026-01-20 · filed 2026-06-05 (136d) · Filing ↗
HealthQuest Tactical Opportunities LP
Buy
John Phelan
$15K–$50K · traded 2026-01-13 · filed 2026-06-05 (143d) · Filing ↗
MSD Holdings, LP
Sell
John Phelan
$100K–$250K · traded 2026-01-12 · filed 2026-06-05 (144d) · Filing ↗
Cotulla Aviation LP
Sell
John Phelan
$1M–$5M · traded 2026-01-09 · filed 2026-06-05 (147d) · Filing ↗
BDC MSD Investment Corp. (BDC)
SoldBuy
John Phelan
$250K–$500K · traded 2026-01-08 · filed 2026-06-05 (148d) · Filing ↗
Kingfish Investments X, LLC
Sell
John Phelan
$500K–$1M · traded 2026-01-05 · filed 2026-06-05 (151d) · Filing ↗
Red Cell Partners
Sell
John Phelan
$1M–$5M · traded 2025-05-27 · filed 2026-06-05 (374d) · Filing ↗
Red Cell Incubation Fund LP
Sell
John Phelan
$500K–$1M · traded 2025-05-27 · filed 2026-06-05 (374d) · Filing ↗
PG Procter & Gamble Company
OpenBuy
Lloyd Doggett
$1K–$15K · Self · traded 2026-05-15 · filed 2026-06-04 (20d) · Filing ↗
FLL Full House Resorts, Inc. - Common Stock
Partial sell
Susie Lee
$1K–$15K · Self · traded 2026-04-21 · filed 2026-06-04 (44d) · Filing ↗
Valence8 PE 2025 Fund
Buy
John Phelan
$250K–$500K · traded 2026-04-20 · filed 2026-06-04 (45d) · Filing ↗
Valence8 PE 2024 Fund
Buy
John Phelan
$100K–$250K · traded 2026-04-20 · filed 2026-06-04 (45d) · Filing ↗
Carriage House Investments LLP
Sell
John Phelan
$500K–$1M · traded 2026-04-15 · filed 2026-06-04 (50d) · Filing ↗
Valence8 Cayman LP
Sell
John Phelan
$100K–$250K · traded 2026-04-13 · filed 2026-06-04 (52d) · Filing ↗
Kingfish Investments X, LLC
Sell
John Phelan
$50K–$100K · traded 2026-04-10 · filed 2026-06-04 (55d) · Filing ↗
MSD Special Investments Fund L.P.
Sell
John Phelan
$15K–$50K · traded 2026-04-10 · filed 2026-06-04 (55d) · Filing ↗
HealthQuest Tactical Opportunities Fund L.P.
Buy
John Phelan
$15K–$50K · traded 2026-04-10 · filed 2026-06-04 (55d) · Filing ↗
RCP GP Fund II, LP
Buy
John Phelan
$100K–$250K · traded 2026-04-08 · filed 2026-06-04 (57d) · Filing ↗
Cresta Operating Partners (Non-Op Fund) LP
Buy
John Phelan
$250K–$500K · traded 2026-04-01 · filed 2026-06-04 (64d) · Filing ↗
Cresta Royalty Partners II LP
Buy
John Phelan
$50K–$100K · traded 2026-04-01 · filed 2026-06-04 (64d) · Filing ↗
Bear Lake Operations LLC
Buy
John Phelan
$250K–$500K · traded 2026-03-31 · filed 2026-06-04 (65d) · Filing ↗
Cresta Royalty Partners LP
Sell
John Phelan
$15K–$50K · traded 2026-03-31 · filed 2026-06-04 (65d) · Filing ↗
Dawson Portfolio Finance 5 LP
Sell
John Phelan
$15K–$50K · traded 2026-03-31 · filed 2026-06-04 (65d) · Filing ↗
RCG Ventures Fund VIII
Sell
John Phelan
$1K–$15K · traded 2026-03-31 · filed 2026-06-04 (65d) · Filing ↗
Cresta SC Fund I-A LP
Buy
John Phelan
$15K–$50K · traded 2026-03-31 · filed 2026-06-04 (65d) · Filing ↗
Valence8 PE 2025 Fund
Buy
John Phelan
$1M–$5M · traded 2026-03-30 · filed 2026-06-04 (66d) · Filing ↗
Kingfish Investments X, LLC
Sell
John Phelan
$1M–$5M · traded 2026-03-27 · filed 2026-06-04 (69d) · Filing ↗
BDC MSD Investment Corp. (BDC)
Sell
John Phelan
$250K–$500K · traded 2026-03-27 · filed 2026-06-04 (69d) · Filing ↗
Kingfish Investments V, LLC
Sell
John Phelan
$250K–$500K · traded 2026-03-27 · filed 2026-06-04 (69d) · Filing ↗
HealthQuest Tactical Opportunities Fund, L.P.
Buy
John Phelan
$15K–$50K · traded 2026-03-24 · filed 2026-06-04 (72d) · Filing ↗
26North BDC, Inc.
Buy
John Phelan
$100K–$250K · traded 2026-03-23 · filed 2026-06-04 (73d) · Filing ↗
Dawson Portfolio Finance LP
Buy
John Phelan
$50K–$100K · traded 2026-03-20 · filed 2026-06-04 (76d) · Filing ↗
Double Mako Investments LLC
Sell
John Phelan
$1M–$5M · traded 2026-03-17 · filed 2026-06-04 (79d) · Filing ↗
White Tip Investments LLC
Sell
John Phelan
$1M–$5M · traded 2026-03-17 · filed 2026-06-04 (79d) · Filing ↗