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Dean Phillips

D-MN-3 Former representative · Minnesota Democrat In Congress since 2019

  • 3trades · 3 yrs
  • 1buys
  • 2sells
  • 30dmedian wait
  • 0filed late

Dean Phillips disclosed 3 trades made since Oct 4, 2023: 1 buy and 2 sales. The latest, made Jul 2, 2024, was filed Aug 1, 2024.

Reported holdings

2023 annual report · filed Aug 13, 2024 · values at year end, in the ranges disclosed

Original
  1. Funds $4.1M–$11.5M · 22 assets ≈16%
  2. Cash & bonds $1.7M–$6.7M · 11 assets ≈9%
  3. Real estate & business $803K–$1.6M · 8 assets ≈3%
  4. Other $11.9M–$56.8M · 8 assets ≈72%

Shares are approximate: each holding counts at the middle of its disclosed range. Pick a slice to list only those holdings.

  1. The Dean B. Phillips 1992 GST TrustOtherSelf$5M–$25M
  2. The Phillips Qualified Blind TrustOtherSelf$5M–$25M
  3. CD&R Fund X Private Investors, Cayman LPFundSelf$1M–$5M
  4. Cash in JP Morgan checking accountsCashSelf$1M–$5M
  5. The Dean B. Phillips 2001 GST TrustOtherSelf$1M–$5M
  6. Benefit Street Partners IV LLC (Providence Onshore)FundSelf$500K–$1M
  7. Cash in JP Morgan investment accountsCashSelf$500K–$1M
  8. Cerberus VI Private Investors, LLCFundSelf$500K–$1M
  9. HPS Mezzanine Private Investors III LLC OnshoreFundSelf$500K–$1M
  10. John Hancock Life Insurance PolicyOtherSelf$500K–$1M
  11. Starwood SOF XI Private InvestorsFundSelf$500K–$1M
  12. Apollo EPF III Private Investors, LLC (Onshore)FundSelf$250K–$500K
  13. Blackstone Partners Investment Fund LP Class BFundSelf$250K–$500K
  14. Corbin Capital Partners - Pinehurst Partners LPFundSelf$250K–$500K
  15. North American Life Insurance PolicyOtherSelf$250K–$500K
  16. Outsell, Inc.Private businessSelf$250K–$500K
  17. Rational Energies LLCPrivate businessSelf$250K–$500K
  18. Rational Energies LLCPrivate businessSelf$250K–$500K
  19. APAXAP Europe VII (APAX) Private Investors Onshore LLCFundSelf$100K–$250K
  20. ArtworkOtherSelf$100K–$250K
  21. Baird - CashCashSelf$100K–$250K
  22. Cash in JP Morgan investment accountCashSelf$100K–$250K
  23. PEG Secondary Private Equity Investors III LPFundSelf$100K–$250K
  24. KKR 2006 Private Investors, LLC (Onshore)FundSelf$50K–$100K
  25. MyMeds, Inc.Private businessSelf$50K–$100K
  26. American United Life Insurance Company - Policy 1OtherSelf$15K–$50K
  27. American United Life Insurance Company - Policy 2OtherSelf$15K–$50K
  28. Cushing MLP Opportunity Fund 1 LPFundSelf$15K–$50K
  29. FSNUXFidelity Freedom 2035 Fund: Class KFundSelf$15K–$50K
  30. Fidelity Target Date 2035 FundFundSelf$15K–$50K
  31. GIF IV Private Investors Onshore LLC Class AFundSelf$15K–$50K
  32. JP MorganCashSpouse$15K–$50K
  33. JP Morgan Alternative Property Fund Domestic 1 LPFundSelf$15K–$50K
  34. JP Morgan India Property Fund, LPFundSelf$15K–$50K
  35. US Bank - CheckingCashSpouse$15K–$50K
  36. AIF VI Private Investors LLCFundSelf$1K–$15K
  37. ArtworkPrivate businessSelf$1K–$15K
  38. Cash in JP Morgan checking accountCashSelf$1K–$15K
  39. Cash in JP Morgan checking accountCashSelf$1K–$15K
  40. Cash in JP Morgan investment accountCashSelf$1K–$15K

Trades

3 trades since Oct 4, 2023 · newest first

  1. Outsell, Inc.
    Private business
    Sell
    $1K–$15K
    Traded Jul 2, 2024Filed Aug 1, 2024 30d
    ↗
  2. Outsell, Inc.
    Private business
    Sell · part
    $1M–$5M
    Traded Jun 27, 2024Filed Aug 1, 2024 35d
    ↗
  3. Arcadia Medal Investors, LP
    Fund
    Buy
    $500K–$1M
    Traded May 21, 2024Filed Jun 20, 2024 30d
    ↗

Source filings

Every report we read for this page · newest first

  1. Aug 13, 2024 2023 annual report 115 assets View original
  2. Aug 1, 2024 Periodic transaction report 2 trades View original
  3. Jun 20, 2024 Periodic transaction report 1 trade View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.