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