Secretary, Department of The Navy. Disclosed to the Office of Government Ethics.
Secretary, Department of The Navy
191
Trades
87
Bought
104
Sold
13
Filings
Valence8 PE 2025 Fund
Valence8 PE 2024 Fund
Carriage House Investments LLP
Valence8 Cayman LP
Kingfish Investments X, LLC
MSD Special Investments Fund L.P.
HealthQuest Tactical Opportunities Fund L.P.
RCP GP Fund II, LP
Cresta Operating Partners (Non-Op Fund) LP
Cresta Royalty Partners II LP
Bear Lake Operations LLC
Cresta SC Fund I-A LP
Cresta Royalty Partners LP
Dawson Portfolio Finance 5 LP
RCG Ventures Fund VIII
Valence8 PE 2025 Fund
Kingfish Investments X, LLC
Kingfish Investments V, LLC
HealthQuest Tactical Opportunities Fund, L.P.
26North BDC, Inc.
Dawson Portfolio Finance LP
Double Mako Investments LLC
White Tip Investments LLC
MSD Capital, LP
MSD Partners, L.P.
26North BDC, Inc.
MSD Special Investments Fund II, L.P.
MSD Hospitality Partners LP
Bear Lake Operations LLC
Dawson Portfolio Finance 5 LP
RCG Ventures Fund VIII
Caden Opportunity Fund
NFP Continuation Partners LP
HealthQuest Tactical Opportunities Fund LP
MSD Special Investments Fund II, LP
MSD EIV Private LLC
RCG Momentum LP
MSD EIV Private LLC
MSD Real Estate Credit Opportunity Fund II
SRP Continuation Partners LP
Bear Lake Operations LLC
Cresta Royalty Partners II
Cresta Royalty Partners II
Kingfish Investments II, LLC
Vesper Muse LLC
Dawson Portfolio Finance 5 LP
Kingfish Investments II, LLC
Vesper Muse LLC
Dawson Portfolio Finance 5 LP
Turnbridge Equities Real Estate Fund II
GMF Group Fund II, LLC
Turnbridge Equities Real Estate Fund II
GMF Group Fund II, LLC
RMDC, Inc.
RMDC, Inc.
Kingfish Investments II, LLC
Kingfish Investments II, LLC
MSD Special Investments Fund II, LP
Valence8 PE 2024 Fund
MSD Special Investments Fund II, LP
Valence8 PE 2024 Fund
HealthQuest Tactical Opportunities LP
HealthQuest Tactical Opportunities LP
MSD Holdings, LP
MSD Holdings, LP
Cotulla Aviation LP
Cotulla Aviation LP
Kingfish Investments X, LLC
Kingfish Investments X, LLC
Kingfish Investments X, LLC
MSD Capital, LP
Dawson Portfolio Finance 5 LP
MSD EIV Private LLC - Series B
SRP Continuation Partners LP
HealthQuest Tactical Opportunities Fund
RCG Momentum LP
AAG KP LP
RCP GP Fund II LP
HealthQuest Tactical Opportunities Fund
Double Mako Investments, LLC
White Tip Investments, LLC
NFP Continuation Partners LP
RCG Ventures Fund VIII
MSD Special Investments Fund II
Valence8 PE 2024 Fund
Valence8 PE 2023 Fund
Valence8 PE 2022 Fund
HealthQuest Tactical Opportunities Fund
RM Atlantic Point Marina
RCP APM Holdings LLC
Caden Long Equity Fund
26Nova Co-Invest
ACG Cakes LP
Dawson Portfolio Finance 5 LP
Kingfish Investments VI, LLC
Kingfish Investments II, LLC
Turnbridge Real Estate Fund II
| Asset | Side | Est. price | Value filed | Traded | Disclosed | Source |
|---|---|---|---|---|---|---|
Valence8 PE 2025 Fund | Bought | - | $250K - $500K | Apr 20, 2026 | Jun 4, 2026+45d | Filing |
Valence8 PE 2024 Fund | Bought | - | $100K - $250K | Apr 20, 2026 | Jun 4, 2026+45d | Filing |
Carriage House Investments LLP | Sold | - | $500K - $1M | Apr 15, 2026 | Jun 4, 2026+50d | Filing |
Valence8 Cayman LP | Sold | - | $100K - $250K | Apr 13, 2026 | Jun 4, 2026+52d | Filing |
Kingfish Investments X, LLC | Sold | - | $50K - $100K | Apr 10, 2026 | Jun 4, 2026+55d | Filing |
MSD Special Investments Fund L.P. | Sold | - | $15K - $50K | Apr 10, 2026 | Jun 4, 2026+55d | Filing |
HealthQuest Tactical Opportunities Fund L.P. | Bought | - | $15K - $50K | Apr 10, 2026 | Jun 4, 2026+55d | Filing |
RCP GP Fund II, LP | Bought | - | $100K - $250K | Apr 8, 2026 | Jun 4, 2026+57d | Filing |
Cresta Operating Partners (Non-Op Fund) LP | Bought | - | $250K - $500K | Apr 1, 2026 | Jun 4, 2026+64d | Filing |
Cresta Royalty Partners II LP | Bought | - | $50K - $100K | Apr 1, 2026 | Jun 4, 2026+64d | Filing |
Bear Lake Operations LLC | Bought | - | $250K - $500K | Mar 31, 2026 | Jun 4, 2026+65d | Filing |
Cresta SC Fund I-A LP | Bought | - | $15K - $50K | Mar 31, 2026 | Jun 4, 2026+65d | Filing |
Cresta Royalty Partners LP | Sold | - | $15K - $50K | Mar 31, 2026 | Jun 4, 2026+65d | Filing |
Dawson Portfolio Finance 5 LP | Sold | - | $15K - $50K | Mar 31, 2026 | Jun 4, 2026+65d | Filing |
RCG Ventures Fund VIII | Sold | - | $1K - $15K | Mar 31, 2026 | Jun 4, 2026+65d | Filing |
Valence8 PE 2025 Fund | Bought | - | $1M - $5M | Mar 30, 2026 | Jun 4, 2026+66d | Filing |
Kingfish Investments X, LLC | Sold | - | $1M - $5M | Mar 27, 2026 | Jun 4, 2026+69d | Filing |
Kingfish Investments V, LLC | Sold | - | $250K - $500K | Mar 27, 2026 | Jun 4, 2026+69d | Filing |
 BDCMSD Investment Corp. (BDC) | Sold | - | $250K - $500K | Mar 27, 2026 | Jun 4, 2026+69d | Filing |
HealthQuest Tactical Opportunities Fund, L.P. | Bought | - | $15K - $50K | Mar 24, 2026 | Jun 4, 2026+72d | Filing |
26North BDC, Inc. | Bought | - | $100K - $250K | Mar 23, 2026 | Jun 4, 2026+73d | Filing |
Dawson Portfolio Finance LP | Bought | - | $50K - $100K | Mar 20, 2026 | Jun 4, 2026+76d | Filing |
Double Mako Investments LLC | Sold | - | $1M - $5M | Mar 17, 2026 | Jun 4, 2026+79d | Filing |
White Tip Investments LLC | Sold | - | $1M - $5M | Mar 17, 2026 | Jun 4, 2026+79d | Filing |
MSD Capital, LP | Sold | - | $1M - $5M | Mar 13, 2026 | Jun 4, 2026+83d | Filing |
MSD Partners, L.P. | Sold | - | $1M - $5M | Mar 13, 2026 | Jun 4, 2026+83d | Filing |
26North BDC, Inc. | Sold | - | $15K - $50K | Mar 12, 2026 | Jun 4, 2026+84d | Filing |
MSD Special Investments Fund II, L.P. | Sold | - | $50K - $100K | Mar 11, 2026 | Jun 4, 2026+85d | Filing |
MSD Hospitality Partners LP | Sold | - | $50M+ | Feb 27, 2026 | Apr 25, 2026+57d | Filing |
Bear Lake Operations LLC | Bought | - | $250K - $500K | Feb 26, 2026 | Apr 25, 2026+58d | Filing |
Dawson Portfolio Finance 5 LP | Sold | - | $1K - $15K | Feb 26, 2026 | Apr 25, 2026+58d | Filing |
RCG Ventures Fund VIII | Sold | - | $15K - $50K | Feb 23, 2026 | Apr 25, 2026+61d | Filing |
Caden Opportunity Fund | Sold | - | $1M - $5M | Feb 19, 2026 | Apr 25, 2026+65d | Filing |
NFP Continuation Partners LP | Sold | - | $250K - $500K | Feb 13, 2026 | Apr 25, 2026+71d | Filing |
HealthQuest Tactical Opportunities Fund LP | Bought | - | $250K - $500K | Feb 12, 2026 | Apr 25, 2026+72d | Filing |
MSD Special Investments Fund II, LP | Bought | - | $15K - $50K | Feb 11, 2026 | Apr 25, 2026+73d | Filing |
MSD EIV Private LLC | Bought | - | $50K - $100K | Feb 11, 2026 | Apr 25, 2026+73d | Filing |
RCG Momentum LP | Sold | - | $50K - $100K | Feb 11, 2026 | Apr 25, 2026+73d | Filing |
MSD EIV Private LLC | Sold | - | $100K - $250K | Feb 10, 2026 | Apr 25, 2026+74d | Filing |
MSD Real Estate Credit Opportunity Fund II | Bought | - | $100K - $250K | Feb 9, 2026 | Apr 25, 2026+75d | Filing |
SRP Continuation Partners LP | Sold | - | $15K - $50K | Feb 6, 2026 | Apr 25, 2026+78d | Filing |
Bear Lake Operations LLC | Bought | - | $100K - $250K | Feb 4, 2026 | Apr 25, 2026+80d | Filing |
Cresta Royalty Partners II | Bought | - | $500K - $1M | Jan 30, 2026 | Jun 5, 2026+126d | Filing |
Cresta Royalty Partners II | Bought | - | $500K - $1M | Jan 30, 2026 | Jun 4, 2026+125d | Filing |
Kingfish Investments II, LLC | Sold | - | $100K - $250K | Jan 29, 2026 | Jun 5, 2026+127d | Filing |
Vesper Muse LLC | Bought | - | $15K - $50K | Jan 29, 2026 | Jun 5, 2026+127d | Filing |
Dawson Portfolio Finance 5 LP | Sold | - | $1K - $15K | Jan 29, 2026 | Jun 5, 2026+127d | Filing |
Kingfish Investments II, LLC | Sold | - | $100K - $250K | Jan 29, 2026 | Jun 4, 2026+126d | Filing |
Vesper Muse LLC | Bought | - | $15K - $50K | Jan 29, 2026 | Jun 4, 2026+126d | Filing |
Dawson Portfolio Finance 5 LP | Sold | - | $1K - $15K | Jan 29, 2026 | Jun 4, 2026+126d | Filing |
Turnbridge Equities Real Estate Fund II | Bought | - | $100K - $250K | Jan 28, 2026 | Jun 5, 2026+128d | Filing |
GMF Group Fund II, LLC | Bought | - | $500K - $1M | Jan 28, 2026 | Jun 5, 2026+128d | Filing |
Turnbridge Equities Real Estate Fund II | Bought | - | $100K - $250K | Jan 28, 2026 | Jun 4, 2026+127d | Filing |
GMF Group Fund II, LLC | Bought | - | $500K - $1M | Jan 28, 2026 | Jun 4, 2026+127d | Filing |
RMDC, Inc. | Sold | - | $500K - $1M | Jan 27, 2026 | Jun 5, 2026+129d | Filing |
RMDC, Inc. | Sold | - | $500K - $1M | Jan 27, 2026 | Jun 4, 2026+128d | Filing |
Kingfish Investments II, LLC | Sold | - | $15K - $50K | Jan 26, 2026 | Jun 5, 2026+130d | Filing |
Kingfish Investments II, LLC | Sold | - | $15K - $50K | Jan 26, 2026 | Jun 4, 2026+129d | Filing |
MSD Special Investments Fund II, LP | Bought | - | $50K - $100K | Jan 20, 2026 | Jun 5, 2026+136d | Filing |
Valence8 PE 2024 Fund | Bought | - | $250K - $500K | Jan 20, 2026 | Jun 5, 2026+136d | Filing |
MSD Special Investments Fund II, LP | Bought | - | $50K - $100K | Jan 20, 2026 | Jun 4, 2026+135d | Filing |
Valence8 PE 2024 Fund | Bought | - | $250K - $500K | Jan 20, 2026 | Jun 4, 2026+135d | Filing |
HealthQuest Tactical Opportunities LP | Bought | - | $15K - $50K | Jan 13, 2026 | Jun 5, 2026+143d | Filing |
HealthQuest Tactical Opportunities LP | Bought | - | $15K - $50K | Jan 13, 2026 | Jun 4, 2026+142d | Filing |
MSD Holdings, LP | Sold | - | $100K - $250K | Jan 12, 2026 | Jun 5, 2026+144d | Filing |
MSD Holdings, LP | Sold | - | $100K - $250K | Jan 12, 2026 | Jun 4, 2026+143d | Filing |
Cotulla Aviation LP | Sold | - | $1M - $5M | Jan 9, 2026 | Jun 5, 2026+147d | Filing |
Cotulla Aviation LP | Sold | - | $1M - $5M | Jan 9, 2026 | Jun 4, 2026+146d | Filing |
BDCMSD Investment Corp. (BDC) | Bought | - | $250K - $500K | Jan 8, 2026 | Jun 5, 2026+148d | Filing |
BDCMSD Investment Corp. (BDC) | Bought | - | $250K - $500K | Jan 8, 2026 | Jun 4, 2026+147d | Filing |
Kingfish Investments X, LLC | Sold | - | $500K - $1M | Jan 5, 2026 | Jun 5, 2026+151d | Filing |
Kingfish Investments X, LLC | Sold | - | $500K - $1M | Jan 5, 2026 | Jun 4, 2026+150d | Filing |
Kingfish Investments X, LLC | Sold | - | $1M - $5M | Nov 26, 2025 | Mar 26, 2026+120d | Filing |
MSD Capital, LP | Sold | - | $1M - $5M | Nov 26, 2025 | Mar 26, 2026+120d | Filing |
Dawson Portfolio Finance 5 LP | Sold | - | $15K - $50K | Nov 26, 2025 | Mar 26, 2026+120d | Filing |
MSD EIV Private LLC - Series B | Bought | - | $1K - $15K | Nov 20, 2025 | Mar 26, 2026+126d | Filing |
SRP Continuation Partners LP | Sold | - | $15K - $50K | Nov 20, 2025 | Mar 26, 2026+126d | Filing |
HealthQuest Tactical Opportunities Fund | Bought | - | $15K - $50K | Nov 18, 2025 | Mar 26, 2026+128d | Filing |
RCG Momentum LP | Sold | - | $50K - $100K | Nov 14, 2025 | Mar 26, 2026+132d | Filing |
AAG KP LP | Bought | - | $1M - $5M | Nov 13, 2025 | Mar 26, 2026+133d | Filing |
RCP GP Fund II LP | Bought | - | $100K - $250K | Nov 12, 2025 | Mar 26, 2026+134d | Filing |
HealthQuest Tactical Opportunities Fund | Bought | - | $15K - $50K | Nov 4, 2025 | Mar 26, 2026+142d | Filing |
Double Mako Investments, LLC | Sold | - | $5M - $25M | Nov 3, 2025 | Mar 26, 2026+143d | Filing |
White Tip Investments, LLC | Sold | - | $250K - $500K | Nov 3, 2025 | Mar 26, 2026+143d | Filing |
NFP Continuation Partners LP | Sold | - | $250K - $500K | Nov 3, 2025 | Mar 26, 2026+143d | Filing |
RCG Ventures Fund VIII | Sold | - | $15K - $50K | Oct 30, 2025 | May 22, 2026+204d | Filing |
MSD Special Investments Fund II | Sold | - | $50K - $100K | Oct 27, 2025 | May 22, 2026+207d | Filing |
Valence8 PE 2024 Fund | Bought | - | $250K - $500K | Oct 20, 2025 | May 22, 2026+214d | Filing |
Valence8 PE 2023 Fund | Bought | - | $100K - $250K | Oct 20, 2025 | May 22, 2026+214d | Filing |
Valence8 PE 2022 Fund | Bought | - | $50K - $100K | Oct 20, 2025 | May 22, 2026+214d | Filing |
HealthQuest Tactical Opportunities Fund | Bought | - | $15K - $50K | Oct 17, 2025 | May 22, 2026+217d | Filing |
RM Atlantic Point Marina | Bought | - | $1M - $5M | Oct 15, 2025 | May 22, 2026+219d | Filing |
RCP APM Holdings LLC | Bought | - | $500K - $1M | Oct 15, 2025 | May 22, 2026+219d | Filing |
Caden Long Equity Fund | Sold | - | $100K - $250K | Oct 15, 2025 | May 22, 2026+219d | Filing |
26Nova Co-Invest | Bought | - | $1M - $5M | Oct 14, 2025 | May 22, 2026+220d | Filing |
ACG Cakes LP | Bought | - | $1M - $5M | Oct 14, 2025 | May 22, 2026+220d | Filing |
Dawson Portfolio Finance 5 LP | Sold | - | $1K - $15K | Oct 14, 2025 | May 22, 2026+220d | Filing |
Kingfish Investments VI, LLC | Sold | - | $1M - $5M | Oct 9, 2025 | May 22, 2026+225d | Filing |
Kingfish Investments II, LLC | Sold | - | $100K - $250K | Oct 8, 2025 | May 22, 2026+226d | Filing |
Turnbridge Real Estate Fund II | Bought | - | $100K - $250K | Oct 8, 2025 | May 22, 2026+226d | Filing |
OGE filings disclose a value band, never a price. Est. price is the market average of that day's high and low, not what the official paid.
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