Form 4 holding
10%+ Owner
Polen Credit Opportunities Fund
- Security class
- Institutional Class Common Shares
- Shares / value
- 802,420
- Estimated value
- $8,024,204
- Report date
- 28 Aug 2023
- Price
- $10.00
- Ownership
- Direct
David J. Breazzano
Insider Reports History
- Reporting-owner location
- Waltham, MA
- Latest reporting-owner signature
-
/s/ David J. Breazzano
Source: Latest parsed Forms 3/4/5 signature
- Transaction source note
- Rows are grouped by transaction date from the original SEC filing. Open the aggregated insider activity page to review issuer-level activity across dates.
Identity
Names, identifiers, and filing context for this profile.
1 identity field
SEC source record
Original filing metadata and source links for verification.
1 source field
Source evidence
Original filing metadata and source links for verification.
1 source field
Reported holdings for David J. Breazzano
Insider Reports Filed by David J. Breazzano
3/A
Polen Credit Opportunities Fund
- Report period
- 28 Aug 2023
- Transactions
- 0
- Transaction value
- $0
- Accepted by SEC
- 15 Sep 2023, 10:32
- Role
- 10%+ Owner
- Next action
- Open filing details