Stanley C. Moss Revocable Trust U/A DTD 10/13/2015

Insider Reports History

Location
Waltham, MA
Signature
/s/ Stanley C. Moss, as Trustee
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Stanley C. Moss Revocable Trust U/A DTD 10/13/2015:

Company Role Class Num Shares Value Price $ Report Date Ownership
Polen Credit Opportunities Fund 10%+ Owner Institutional Class Common Shares 776,749 $5,062,930 $10.00 25 Apr 2025 Direct

Insider Reports Filed by Stanley C. Moss Revocable Trust U/A DTD 10/13/2015

Symbol Company Period Transactions Value $ Form Type Role Filing Time
/report/000199022625000002-stanley-c-moss-revocable-trust-u-a-dtd-10-13-2015-2025-04-25-restatement Polen Credit Opportunities Fund 25 Apr 2025 1 +$1,727,782 4/A 10%+ Owner 25 Jul 2025, 10:54
/report/000199022623000002-stanley-c-moss-revocable-trust-u-a-dtd-10-13-2015-2023-08-28-restatement Polen Credit Opportunities Fund 28 Aug 2023 0 $0 3/A 10%+ Owner 15 Sep 2023, 10:20