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
2026-03-17	2026-06-04	79	John Phelan	White Tip Investments LLC	Sell	$1M–$5M		Filing ↗
2026-03-13	2026-06-04	83	John Phelan	MSD Partners, L.P.	Sell	$1M–$5M		Filing ↗
2026-03-13	2026-06-04	83	John Phelan	MSD Capital, LP	Sell	$1M–$5M		Filing ↗
2026-03-12	2026-06-04	84	John Phelan	26North BDC, Inc.	Sell	$15K–$50K		Filing ↗
2026-03-11	2026-06-04	85	John Phelan	MSD Special Investments Fund II, L.P.	Sell	$50K–$100K		Filing ↗
2025-07-30	2026-06-04	309	John Phelan	MSD Hospitality Partners LP	Sell	$500K–$1M		Filing ↗
2025-07-30	2026-06-04	309	John Phelan	Cresta SC Fund I-A LP	Sell	$50K–$100K		Filing ↗
2025-07-30	2026-06-04	309	John Phelan	Dawson Portfolio Finance 5 LP	Sell	$15K–$50K		Filing ↗
2025-07-30	2026-06-04	309	John Phelan	MSD Credit Opportunity Fund, L.P.	Sell	$100K–$250K		Filing ↗
2025-07-28	2026-06-04	311	John Phelan	Cresta Royalty Partners LP	Buy	$50K–$100K		Filing ↗
2025-07-28	2026-06-04	311	John Phelan	MSD EIV Private, LLC	Sell	$50K–$100K		Filing ↗
2025-07-28	2026-06-04	311	John Phelan	Kingfish Investments II, LLC	Buy	$500K–$1M		Filing ↗
2025-07-23	2026-06-04	316	John Phelan	26North Private Equity Fund I	Buy	$100K–$250K		Filing ↗
2025-07-21	2026-06-04	318	John Phelan	Valence8 PE 2023 Fund	Buy	$50K–$100K		Filing ↗
2025-07-21	2026-06-04	318	John Phelan	Valence8 PE 2022 Fund	Buy	$50K–$100K		Filing ↗
2025-07-18	2026-06-04	321	John Phelan	Cotulla Aviation LP	Sell	$50K–$100K		Filing ↗
2025-07-17	2026-06-04	322	John Phelan	HealthQuest Tactical Opportunities Fund, L.P.	Buy	$15K–$50K		Filing ↗
2025-07-16	2026-06-04	323	John Phelan	Cresta Royalty Partners II LP	Buy	$100K–$250K		Filing ↗
2025-07-16	2026-06-04	323	John Phelan	RSL Football Holdings LLC	Sell	$1M–$5M		Filing ↗
2025-07-15	2026-06-04	324	John Phelan	Kingfish Investments II, LLC	Sell	$250K–$500K		Filing ↗
2025-07-14	2026-06-04	325	John Phelan	Arcadia Gameto Investors LP	Buy	$100K–$250K		Filing ↗
2025-07-10	2026-06-04	329	John Phelan	Highline Investors LLC	Buy	$1M–$5M		Filing ↗
2025-07-09	2026-06-04	330	John Phelan	12 South Investor JV, LLC	Buy	$250K–$500K		Filing ↗
2025-06-20	2026-06-04	349	John Phelan	OWL Blue Owl Capital Inc. Class A Common Stock (OWL)	Sell	$5M–$25M		Filing ↗
2026-06-01	2026-06-03	2	Tim Walberg	FSSL FS Specialty Lending Fund Common Shares of Beneficial Interest	Sell	$15K–$50K	Joint	Filing ↗
2026-05-27	2026-06-03	7	Josh Gottheimer	ABT Abbott Laboratories Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2026-05-22	2026-06-03	12	Josh Gottheimer	INTU Intuit Inc. - Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2026-05-22	2026-06-03	12	Josh Gottheimer	LITE Lumentum Holdings Inc. - Common Stock	BuyOpen	$1K–$15K	Joint	Filing ↗
2026-05-21	2026-06-03	13	Josh Gottheimer	MU Micron Technology, Inc. - Common Stock	BuyOpen	$1K–$15K	Joint	Filing ↗
2026-05-19	2026-06-03	15	Josh Gottheimer	MSFT Microsoft Corporation - Common Stock	Sell	$250K–$500K	Joint	Filing ↗
2026-05-19	2026-06-03	15	Josh Gottheimer	MSFT Microsoft Corporation - Common Stock	Sell	$500K–$1M	Joint	Filing ↗
2026-05-19	2026-06-03	15	Josh Gottheimer	MSFT Microsoft Corporation - Common Stock	BuySold	$250K–$500K	Joint	Filing ↗
2026-05-19	2026-06-03	15	Josh Gottheimer	MSFT Microsoft Corporation - Common Stock	BuySold	$500K–$1M	Joint	Filing ↗
2026-05-19	2026-06-03	15	Josh Gottheimer	ADI Analog Devices, Inc. - Common Stock	BuyOpen	$1K–$15K	Joint	Filing ↗
2026-05-15	2026-06-03	19	Josh Gottheimer	TPH Tri Pointe Homes, Inc. Common Stock	Sell	$1K–$15K	Joint	Filing ↗
2026-05-14	2026-06-03	20	Cleo Fields	AAPL Apple Inc. - Common Stock	BuyOpen	$1K–$15K	Self	Filing ↗
2026-05-14	2026-06-03	20	Josh Gottheimer	NSRGY NESTLE S.A S/ADR	Partial sell	$1K–$15K	Joint	Filing ↗
2026-05-14	2026-06-03	20	Josh Gottheimer	PANW Palo Alto Networks, Inc.	BuyOpen	$1K–$15K	Joint	Filing ↗
2026-05-07	2026-06-03	27	Josh Gottheimer	SNDK Sandisk Corporation - Common Stock When-Issued	BuyOpen	$1K–$15K	Joint	Filing ↗
2026-05-05	2026-06-03	29	Josh Gottheimer	ABBV AbbVie Inc. Common Stock	Sell	$1K–$15K	Joint	Filing ↗
2026-05-05	2026-06-03	29	Josh Gottheimer	NSRGY NESTLE S.A S/ADR	Partial sell	$1K–$15K	Joint	Filing ↗
2026-05-05	2026-06-03	29	Josh Gottheimer	AMD Advanced Micro Devices, Inc.	BuyOpen	$1K–$15K	Joint	Filing ↗
2026-05-04	2026-06-03	30	Josh Gottheimer	TWLO Twilio Inc. Class A Common Stock	BuyOpen	$1K–$15K	Joint	Filing ↗
2026-05-04	2026-06-03	30	Josh Gottheimer	BRK.B Berkshire Hathaway Inc. New Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2026-05-04	2026-06-03	30	Josh Gottheimer	BRK.B Berkshire Hathaway Inc. New Common Stock	Partial sell	$1K–$15K	Joint	Filing ↗
2026-05-01	2026-06-03	33	Josh Gottheimer	FN Fabrinet Ordinary Shares	BuySold	$1K–$15K	Joint	Filing ↗
2026-02-10	2026-06-03	113	Tim Walberg	UA Under Armour, Inc. Class C Common Stock	Sell	$1K–$15K	Joint	Filing ↗
2025-02-07	2026-06-03	481	Tim Walberg	AMZN Amazon.com, Inc. - Common Stock	BuyOpen	$1K–$15K	Joint	Filing ↗
2025-02-07	2026-06-03	481	Tim Walberg	AAPL Apple Inc. - Common Stock	BuyOpen	$15K–$50K	Joint	Filing ↗
2025-02-07	2026-06-03	481	Tim Walberg	J Jacobs Solutions Inc. Common Stock	BuyOpen	$15K–$50K	Joint	Filing ↗

White Tip Investments LLC
Sell
John Phelan
$1M–$5M · traded 2026-03-17 · filed 2026-06-04 (79d) · Filing ↗
MSD Partners, L.P.
Sell
John Phelan
$1M–$5M · traded 2026-03-13 · filed 2026-06-04 (83d) · Filing ↗
MSD Capital, LP
Sell
John Phelan
$1M–$5M · traded 2026-03-13 · filed 2026-06-04 (83d) · Filing ↗
26North BDC, Inc.
Sell
John Phelan
$15K–$50K · traded 2026-03-12 · filed 2026-06-04 (84d) · Filing ↗
MSD Special Investments Fund II, L.P.
Sell
John Phelan
$50K–$100K · traded 2026-03-11 · filed 2026-06-04 (85d) · Filing ↗
MSD Hospitality Partners LP
Sell
John Phelan
$500K–$1M · traded 2025-07-30 · filed 2026-06-04 (309d) · Filing ↗
Cresta SC Fund I-A LP
Sell
John Phelan
$50K–$100K · traded 2025-07-30 · filed 2026-06-04 (309d) · Filing ↗
Dawson Portfolio Finance 5 LP
Sell
John Phelan
$15K–$50K · traded 2025-07-30 · filed 2026-06-04 (309d) · Filing ↗
MSD Credit Opportunity Fund, L.P.
Sell
John Phelan
$100K–$250K · traded 2025-07-30 · filed 2026-06-04 (309d) · Filing ↗
Cresta Royalty Partners LP
Buy
John Phelan
$50K–$100K · traded 2025-07-28 · filed 2026-06-04 (311d) · Filing ↗
MSD EIV Private, LLC
Sell
John Phelan
$50K–$100K · traded 2025-07-28 · filed 2026-06-04 (311d) · Filing ↗
Kingfish Investments II, LLC
Buy
John Phelan
$500K–$1M · traded 2025-07-28 · filed 2026-06-04 (311d) · Filing ↗
26North Private Equity Fund I
Buy
John Phelan
$100K–$250K · traded 2025-07-23 · filed 2026-06-04 (316d) · Filing ↗
Valence8 PE 2023 Fund
Buy
John Phelan
$50K–$100K · traded 2025-07-21 · filed 2026-06-04 (318d) · Filing ↗
Valence8 PE 2022 Fund
Buy
John Phelan
$50K–$100K · traded 2025-07-21 · filed 2026-06-04 (318d) · Filing ↗
Cotulla Aviation LP
Sell
John Phelan
$50K–$100K · traded 2025-07-18 · filed 2026-06-04 (321d) · Filing ↗
HealthQuest Tactical Opportunities Fund, L.P.
Buy
John Phelan
$15K–$50K · traded 2025-07-17 · filed 2026-06-04 (322d) · Filing ↗
Cresta Royalty Partners II LP
Buy
John Phelan
$100K–$250K · traded 2025-07-16 · filed 2026-06-04 (323d) · Filing ↗
RSL Football Holdings LLC
Sell
John Phelan
$1M–$5M · traded 2025-07-16 · filed 2026-06-04 (323d) · Filing ↗
Kingfish Investments II, LLC
Sell
John Phelan
$250K–$500K · traded 2025-07-15 · filed 2026-06-04 (324d) · Filing ↗
Arcadia Gameto Investors LP
Buy
John Phelan
$100K–$250K · traded 2025-07-14 · filed 2026-06-04 (325d) · Filing ↗
Highline Investors LLC
Buy
John Phelan
$1M–$5M · traded 2025-07-10 · filed 2026-06-04 (329d) · Filing ↗
12 South Investor JV, LLC
Buy
John Phelan
$250K–$500K · traded 2025-07-09 · filed 2026-06-04 (330d) · Filing ↗
OWL Blue Owl Capital Inc. Class A Common Stock (OWL)
Sell
John Phelan
$5M–$25M · traded 2025-06-20 · filed 2026-06-04 (349d) · Filing ↗
FSSL FS Specialty Lending Fund Common Shares of Beneficial Interest
Sell
Tim Walberg
$15K–$50K · Joint · traded 2026-06-01 · filed 2026-06-03 (2d) · Filing ↗
ABT Abbott Laboratories Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-27 · filed 2026-06-03 (7d) · Filing ↗
INTU Intuit Inc. - Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-22 · filed 2026-06-03 (12d) · Filing ↗
LITE Lumentum Holdings Inc. - Common Stock
OpenBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-22 · filed 2026-06-03 (12d) · Filing ↗
MU Micron Technology, Inc. - Common Stock
OpenBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-21 · filed 2026-06-03 (13d) · Filing ↗
MSFT Microsoft Corporation - Common Stock
Sell
Josh Gottheimer
$250K–$500K · Joint · traded 2026-05-19 · filed 2026-06-03 (15d) · Filing ↗
MSFT Microsoft Corporation - Common Stock
Sell
Josh Gottheimer
$500K–$1M · Joint · traded 2026-05-19 · filed 2026-06-03 (15d) · Filing ↗
MSFT Microsoft Corporation - Common Stock
SoldBuy
Josh Gottheimer
$250K–$500K · Joint · traded 2026-05-19 · filed 2026-06-03 (15d) · Filing ↗
MSFT Microsoft Corporation - Common Stock
SoldBuy
Josh Gottheimer
$500K–$1M · Joint · traded 2026-05-19 · filed 2026-06-03 (15d) · Filing ↗
ADI Analog Devices, Inc. - Common Stock
OpenBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-19 · filed 2026-06-03 (15d) · Filing ↗
TPH Tri Pointe Homes, Inc. Common Stock
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-15 · filed 2026-06-03 (19d) · Filing ↗
AAPL Apple Inc. - Common Stock
OpenBuy
Cleo Fields
$1K–$15K · Self · traded 2026-05-14 · filed 2026-06-03 (20d) · Filing ↗
NSRGY NESTLE S.A S/ADR
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-14 · filed 2026-06-03 (20d) · Filing ↗
PANW Palo Alto Networks, Inc.
OpenBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-14 · filed 2026-06-03 (20d) · Filing ↗
SNDK Sandisk Corporation - Common Stock When-Issued
OpenBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-07 · filed 2026-06-03 (27d) · Filing ↗
ABBV AbbVie Inc. Common Stock
Sell
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-05 · filed 2026-06-03 (29d) · Filing ↗
NSRGY NESTLE S.A S/ADR
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-05 · filed 2026-06-03 (29d) · Filing ↗
AMD Advanced Micro Devices, Inc.
OpenBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-05 · filed 2026-06-03 (29d) · Filing ↗
TWLO Twilio Inc. Class A Common Stock
OpenBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-04 · filed 2026-06-03 (30d) · Filing ↗
BRK.B Berkshire Hathaway Inc. New Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-04 · filed 2026-06-03 (30d) · Filing ↗
BRK.B Berkshire Hathaway Inc. New Common Stock
Partial sell
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-04 · filed 2026-06-03 (30d) · Filing ↗
FN Fabrinet Ordinary Shares
SoldBuy
Josh Gottheimer
$1K–$15K · Joint · traded 2026-05-01 · filed 2026-06-03 (33d) · Filing ↗
UA Under Armour, Inc. Class C Common Stock
Sell
Tim Walberg
$1K–$15K · Joint · traded 2026-02-10 · filed 2026-06-03 (113d) · Filing ↗
AMZN Amazon.com, Inc. - Common Stock
OpenBuy
Tim Walberg
$1K–$15K · Joint · traded 2025-02-07 · filed 2026-06-03 (481d) · Filing ↗
AAPL Apple Inc. - Common Stock
OpenBuy
Tim Walberg
$15K–$50K · Joint · traded 2025-02-07 · filed 2026-06-03 (481d) · Filing ↗
J Jacobs Solutions Inc. Common Stock
OpenBuy
Tim Walberg
$15K–$50K · Joint · traded 2025-02-07 · filed 2026-06-03 (481d) · Filing ↗