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
2025-10-08	2026-05-22	226	John Phelan	Cresta Operating Partners LP	Buy	$250K–$500K		Filing ↗
2025-10-08	2026-05-22	226	John Phelan	Kingfish Investments II, LLC	Sell	$100K–$250K		Filing ↗
2025-10-08	2026-05-22	226	John Phelan	Turnbridge Real Estate Fund II	Buy	$100K–$250K		Filing ↗
2025-10-03	2026-05-22	231	John Phelan	Two Roads Developments LLC loan	Sell	$500K–$1M		Filing ↗
2025-10-02	2026-05-22	232	John Phelan	HealthQuest Tactical Opportunities Fund	Buy	$15K–$50K		Filing ↗
2025-04-29	2026-05-22	388	John Phelan	Dawson Portfolio Finance 5 LP See Endnote	Sell	$15K–$50K		Filing ↗
2025-04-29	2026-05-22	388	John Phelan	HealthQuest Tactical Opportunities Fund, L.P. See Endnote	Buy	$100K–$250K		Filing ↗
2025-04-21	2026-05-22	396	John Phelan	RCP GP Fund II, LP See Endnote	Buy	$100K–$250K		Filing ↗
2025-04-17	2026-05-22	400	John Phelan	RSL Football Holdings LLC	Sell	$1M–$5M		Filing ↗
2025-04-16	2026-05-22	401	John Phelan	HealthQuest Tactical Opportunities Fund, L.P. See Endnote	Buy	$15K–$50K		Filing ↗
2025-04-11	2026-05-22	406	John Phelan	Cotulla Aviation LP	Sell	$250K–$500K		Filing ↗
2025-04-07	2026-05-22	410	John Phelan	Red Cell Incubation Fund, LP See Endnote	Buy	$100K–$250K		Filing ↗
2025-04-04	2026-05-22	413	John Phelan	Kingfish Investments II, LLC See Endnote	Sell	$1M–$5M		Filing ↗
2025-04-03	2026-05-22	414	John Phelan	TMG Monument Investors LCL See Endnote	Sell	$15K–$50K		Filing ↗
2025-03-31	2026-05-22	417	John Phelan	Dawson Portfolio Finance 5 LP See Endnote	Sell	$1K–$15K		Filing ↗
2025-03-31	2026-05-22	417	John Phelan	Cresta SC Fund I-A LP See Endnote	Sell	$50K–$100K		Filing ↗
2025-03-31	2026-05-22	417	John Phelan	MSD Hospitality Partners LP	Sell	$1M–$5M		Filing ↗
2025-03-28	2026-05-22	420	John Phelan	MSD Special Investments Fund II See Endnote	Buy	$15K–$50K		Filing ↗
2025-03-28	2026-05-22	420	John Phelan	MSD Credit Opportunity Fund, L.P. See Endnote	Sell	$250K–$500K		Filing ↗
2025-03-28	2026-05-22	420	John Phelan	Kingfish Investments X, LLC See Endnote	Sell	$1M–$5M		Filing ↗
2025-03-28	2026-05-22	420	John Phelan	26North Private Equity Fund I See Endnote	Buy	$100K–$250K		Filing ↗
2025-03-28	2026-05-22	420	John Phelan	RCG Ventures Fund VIII, LP See Endnote	Buy	$1M–$5M		Filing ↗
2025-03-27	2026-05-22	421	John Phelan	BDC MSD Investment Corp. (BDC) See Endnote	Sell	$250K–$500K		Filing ↗
2025-03-27	2026-05-22	421	John Phelan	Cresta Royalty Partners LP See Endnote	Sell	$15K–$50K		Filing ↗
2025-03-26	2026-05-22	422	John Phelan	Turnbridge Real Estate Fund II See Endnote	Buy	$250K–$500K		Filing ↗
2025-03-26	2026-05-22	422	John Phelan	Kingfish Investments V, LLC See Endnote	Sell	$1M–$5M		Filing ↗
2025-03-24	2026-05-22	424	John Phelan	Dawson Portfolio Finance 5 LP See Endnote	Buy	$100K–$250K		Filing ↗
2025-03-24	2026-05-22	424	John Phelan	MSD EIV Private, LLC See Endnote	Buy	$100K–$250K		Filing ↗
2026-05-04	2026-05-21	17	Kelly Morrison	StarCloud	Sell	$15K–$50K	Joint	Filing ↗
2026-04-24	2026-05-21	27	Daniel Meuser	NVDA NVIDIA Corporation - Common Stock	Partial sell	$1K–$15K	Spouse	Filing ↗
2026-01-27	2026-05-21	114	Douglas J Burgum	Arthur Ventures V, LP - Aqua (Turnkey alternative investment platform)	Buy	$1K–$15K		Filing ↗
2026-01-27	2026-05-21	114	Douglas J Burgum	Arthur Ventures V, LP - Streamline (platform services)	Sell	$50K–$100K		Filing ↗
2026-01-27	2026-05-21	114	Douglas J Burgum	Arthur Ventures V, LP - Streamline (platform services)	Sell	$1K–$15K		Filing ↗
2026-01-27	2026-05-21	114	Douglas J Burgum	Arthur Ventures V, LP - CivicPlus (Software solutions)	Exchange	$50K–$100K		Filing ↗
2026-01-27	2026-05-21	114	Douglas J Burgum	Arthur Ventures V, LP - CivicPlus (Software solutions)	Exchange	$1K–$15K		Filing ↗
2026-01-27	2026-05-21	114	Douglas J Burgum	Arthur Ventures V, LP - Payroll Integrations (employee benefits recordkeeper)	Buy	$15K–$50K		Filing ↗
2026-01-27	2026-05-21	114	Douglas J Burgum	Arthur Ventures V, LP - Payroll Integrations (employee benefits recordkeeper)	Buy	$1K–$15K		Filing ↗
2026-01-27	2026-05-21	114	Douglas J Burgum	Arthur Ventures V, LP - Circadian Risk (Security risk assessment software)	Buy	$1K–$15K		Filing ↗
2026-01-27	2026-05-21	114	Douglas J Burgum	Arthur Ventures IV, LP - Gridbase (formerly IamGIS) (software)	Buy	$1K–$15K		Filing ↗
2026-01-27	2026-05-21	114	Douglas J Burgum	Arthur Ventures IV, LP - Gridbase (formerly IamGIS) (software) (Roth IRA)	Buy	$15K–$50K		Filing ↗
2026-01-27	2026-05-21	114	Douglas J Burgum	Arthur Ventures V, LP - Opterrix (Risk intelligence platform)	Buy	$15K–$50K		Filing ↗
2026-01-27	2026-05-21	114	Douglas J Burgum	Arthur Ventures V, LP - Opterrix (Risk intelligence platform)	Buy	$1K–$15K		Filing ↗
2026-01-27	2026-05-21	114	Douglas J Burgum	Arthur Ventures V, LP - Aqua (Turnkey alternative investment platform)	Buy	$15K–$50K		Filing ↗
2026-01-22	2026-05-21	119	Douglas J Burgum	Arthur Ventures III, LP - PureSpectrum (market research platform)	Sell	$1M–$5M		Filing ↗
2026-01-22	2026-05-21	119	Douglas J Burgum	Arthur Ventures Growth IV, LP - PureSpectrum (market research platform)	Sell	$100K–$250K		Filing ↗
2026-01-22	2026-05-21	119	Douglas J Burgum	Arthur Ventures Growth III, LP - PureSpectrum (market research platform)	Sell	$250K–$500K		Filing ↗
2026-01-22	2026-05-21	119	Douglas J Burgum	Arthur Ventures Growth III, LP - PureSpectrum (market research platform) (Roth IRA)	Sell	$100K–$250K		Filing ↗
2026-01-22	2026-05-21	119	Douglas J Burgum	Arthur Ventures Growth IV, LP - PureSpectrum (market research platform)	Sell	$1K–$15K		Filing ↗
2025-12-22	2026-05-21	150	Douglas J Burgum	Arthur Ventures IV, LP	Buy	$15K–$50K		Filing ↗
2026-05-07	2026-05-20	13	Sara Jacobs	QCOM QUALCOMM Incorporated - Common Stock	Partial sell	$500K–$1M	Self	Filing ↗

Cresta Operating Partners LP
Buy
John Phelan
$250K–$500K · traded 2025-10-08 · filed 2026-05-22 (226d) · Filing ↗
Kingfish Investments II, LLC
Sell
John Phelan
$100K–$250K · traded 2025-10-08 · filed 2026-05-22 (226d) · Filing ↗
Turnbridge Real Estate Fund II
Buy
John Phelan
$100K–$250K · traded 2025-10-08 · filed 2026-05-22 (226d) · Filing ↗
Two Roads Developments LLC loan
Sell
John Phelan
$500K–$1M · traded 2025-10-03 · filed 2026-05-22 (231d) · Filing ↗
HealthQuest Tactical Opportunities Fund
Buy
John Phelan
$15K–$50K · traded 2025-10-02 · filed 2026-05-22 (232d) · Filing ↗
Dawson Portfolio Finance 5 LP See Endnote
Sell
John Phelan
$15K–$50K · traded 2025-04-29 · filed 2026-05-22 (388d) · Filing ↗
HealthQuest Tactical Opportunities Fund, L.P. See Endnote
Buy
John Phelan
$100K–$250K · traded 2025-04-29 · filed 2026-05-22 (388d) · Filing ↗
RCP GP Fund II, LP See Endnote
Buy
John Phelan
$100K–$250K · traded 2025-04-21 · filed 2026-05-22 (396d) · Filing ↗
RSL Football Holdings LLC
Sell
John Phelan
$1M–$5M · traded 2025-04-17 · filed 2026-05-22 (400d) · Filing ↗
HealthQuest Tactical Opportunities Fund, L.P. See Endnote
Buy
John Phelan
$15K–$50K · traded 2025-04-16 · filed 2026-05-22 (401d) · Filing ↗
Cotulla Aviation LP
Sell
John Phelan
$250K–$500K · traded 2025-04-11 · filed 2026-05-22 (406d) · Filing ↗
Red Cell Incubation Fund, LP See Endnote
Buy
John Phelan
$100K–$250K · traded 2025-04-07 · filed 2026-05-22 (410d) · Filing ↗
Kingfish Investments II, LLC See Endnote
Sell
John Phelan
$1M–$5M · traded 2025-04-04 · filed 2026-05-22 (413d) · Filing ↗
TMG Monument Investors LCL See Endnote
Sell
John Phelan
$15K–$50K · traded 2025-04-03 · filed 2026-05-22 (414d) · Filing ↗
Dawson Portfolio Finance 5 LP See Endnote
Sell
John Phelan
$1K–$15K · traded 2025-03-31 · filed 2026-05-22 (417d) · Filing ↗
Cresta SC Fund I-A LP See Endnote
Sell
John Phelan
$50K–$100K · traded 2025-03-31 · filed 2026-05-22 (417d) · Filing ↗
MSD Hospitality Partners LP
Sell
John Phelan
$1M–$5M · traded 2025-03-31 · filed 2026-05-22 (417d) · Filing ↗
MSD Special Investments Fund II See Endnote
Buy
John Phelan
$15K–$50K · traded 2025-03-28 · filed 2026-05-22 (420d) · Filing ↗
MSD Credit Opportunity Fund, L.P. See Endnote
Sell
John Phelan
$250K–$500K · traded 2025-03-28 · filed 2026-05-22 (420d) · Filing ↗
Kingfish Investments X, LLC See Endnote
Sell
John Phelan
$1M–$5M · traded 2025-03-28 · filed 2026-05-22 (420d) · Filing ↗
26North Private Equity Fund I See Endnote
Buy
John Phelan
$100K–$250K · traded 2025-03-28 · filed 2026-05-22 (420d) · Filing ↗
RCG Ventures Fund VIII, LP See Endnote
Buy
John Phelan
$1M–$5M · traded 2025-03-28 · filed 2026-05-22 (420d) · Filing ↗
BDC MSD Investment Corp. (BDC) See Endnote
Sell
John Phelan
$250K–$500K · traded 2025-03-27 · filed 2026-05-22 (421d) · Filing ↗
Cresta Royalty Partners LP See Endnote
Sell
John Phelan
$15K–$50K · traded 2025-03-27 · filed 2026-05-22 (421d) · Filing ↗
Turnbridge Real Estate Fund II See Endnote
Buy
John Phelan
$250K–$500K · traded 2025-03-26 · filed 2026-05-22 (422d) · Filing ↗
Kingfish Investments V, LLC See Endnote
Sell
John Phelan
$1M–$5M · traded 2025-03-26 · filed 2026-05-22 (422d) · Filing ↗
Dawson Portfolio Finance 5 LP See Endnote
Buy
John Phelan
$100K–$250K · traded 2025-03-24 · filed 2026-05-22 (424d) · Filing ↗
MSD EIV Private, LLC See Endnote
Buy
John Phelan
$100K–$250K · traded 2025-03-24 · filed 2026-05-22 (424d) · Filing ↗
StarCloud
Sell
Kelly Morrison
$15K–$50K · Joint · traded 2026-05-04 · filed 2026-05-21 (17d) · Filing ↗
NVDA NVIDIA Corporation - Common Stock
Partial sell
Daniel Meuser
$1K–$15K · Spouse · traded 2026-04-24 · filed 2026-05-21 (27d) · Filing ↗
Arthur Ventures V, LP - Aqua (Turnkey alternative investment platform)
Buy
Douglas J Burgum
$1K–$15K · traded 2026-01-27 · filed 2026-05-21 (114d) · Filing ↗
Arthur Ventures V, LP - Streamline (platform services)
Sell
Douglas J Burgum
$50K–$100K · traded 2026-01-27 · filed 2026-05-21 (114d) · Filing ↗
Arthur Ventures V, LP - Streamline (platform services)
Sell
Douglas J Burgum
$1K–$15K · traded 2026-01-27 · filed 2026-05-21 (114d) · Filing ↗
Arthur Ventures V, LP - CivicPlus (Software solutions)
Exchange
Douglas J Burgum
$50K–$100K · traded 2026-01-27 · filed 2026-05-21 (114d) · Filing ↗
Arthur Ventures V, LP - CivicPlus (Software solutions)
Exchange
Douglas J Burgum
$1K–$15K · traded 2026-01-27 · filed 2026-05-21 (114d) · Filing ↗
Arthur Ventures V, LP - Payroll Integrations (employee benefits recordkeeper)
Buy
Douglas J Burgum
$15K–$50K · traded 2026-01-27 · filed 2026-05-21 (114d) · Filing ↗
Arthur Ventures V, LP - Payroll Integrations (employee benefits recordkeeper)
Buy
Douglas J Burgum
$1K–$15K · traded 2026-01-27 · filed 2026-05-21 (114d) · Filing ↗
Arthur Ventures V, LP - Circadian Risk (Security risk assessment software)
Buy
Douglas J Burgum
$1K–$15K · traded 2026-01-27 · filed 2026-05-21 (114d) · Filing ↗
Arthur Ventures IV, LP - Gridbase (formerly IamGIS) (software)
Buy
Douglas J Burgum
$1K–$15K · traded 2026-01-27 · filed 2026-05-21 (114d) · Filing ↗
Arthur Ventures IV, LP - Gridbase (formerly IamGIS) (software) (Roth IRA)
Buy
Douglas J Burgum
$15K–$50K · traded 2026-01-27 · filed 2026-05-21 (114d) · Filing ↗
Arthur Ventures V, LP - Opterrix (Risk intelligence platform)
Buy
Douglas J Burgum
$15K–$50K · traded 2026-01-27 · filed 2026-05-21 (114d) · Filing ↗
Arthur Ventures V, LP - Opterrix (Risk intelligence platform)
Buy
Douglas J Burgum
$1K–$15K · traded 2026-01-27 · filed 2026-05-21 (114d) · Filing ↗
Arthur Ventures V, LP - Aqua (Turnkey alternative investment platform)
Buy
Douglas J Burgum
$15K–$50K · traded 2026-01-27 · filed 2026-05-21 (114d) · Filing ↗
Arthur Ventures III, LP - PureSpectrum (market research platform)
Sell
Douglas J Burgum
$1M–$5M · traded 2026-01-22 · filed 2026-05-21 (119d) · Filing ↗
Arthur Ventures Growth IV, LP - PureSpectrum (market research platform)
Sell
Douglas J Burgum
$100K–$250K · traded 2026-01-22 · filed 2026-05-21 (119d) · Filing ↗
Arthur Ventures Growth III, LP - PureSpectrum (market research platform)
Sell
Douglas J Burgum
$250K–$500K · traded 2026-01-22 · filed 2026-05-21 (119d) · Filing ↗
Arthur Ventures Growth III, LP - PureSpectrum (market research platform) (Roth IRA)
Sell
Douglas J Burgum
$100K–$250K · traded 2026-01-22 · filed 2026-05-21 (119d) · Filing ↗
Arthur Ventures Growth IV, LP - PureSpectrum (market research platform)
Sell
Douglas J Burgum
$1K–$15K · traded 2026-01-22 · filed 2026-05-21 (119d) · Filing ↗
Arthur Ventures IV, LP
Buy
Douglas J Burgum
$15K–$50K · traded 2025-12-22 · filed 2026-05-21 (150d) · Filing ↗
QCOM QUALCOMM Incorporated - Common Stock
Partial sell
Sara Jacobs
$500K–$1M · Self · traded 2026-05-07 · filed 2026-05-20 (13d) · Filing ↗