Filing Details
- Accession Number:
- 0001990226-25-000002
- Form Type:
- 4/A
- Zero Holdings:
- No
- Publication Time:
- 2025-07-25 10:54:13
- Reporting Period:
- 2025-04-25
- Filing Date:
- 2025-07-25
- Accepted Time:
- 2025-07-25 10:54:13
- Original Submission Date:
- 2025-07-25
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
1965985 | Polen Credit Opportunities Fund | PCOFX | () | 000000000 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1990226 | 10/13/2015 Dtd U/A Trust Revocable Moss C. Stanley | C/O Polen Capital Management, Llc 1825 Nw Corporate Blvd., Suite 300 Boca Raton FL 33431 | No | No | Yes | No |
Transaction Summary
Purchased: | 186,384 shares | Avg. Price: $9.27 | Total Value: $1,727,782.37 |
Number of Shares After Transactions: | 776,749 shares |
Reported Non-Derivative Transactions
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Institutional Class Common Shares | Acquisiton | 2025-04-25 | 186,384 | $9.27 | 776,749 | No | 4 | P | Direct |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | P | Direct |