Polen Credit Opportunities Fund

Ownership Transactions Reported by 13 Insiders

Location
103 Bellevue Parkway, Wilmington, DE

There are no Buy or Sell transactions made by insiders since 1/12/2024

Polen Credit Opportunities Fund executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
David J. Breazzano 10%+ Owner $8.02M Aug 28, 2023
Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 10%+ Owner $5.06M Aug 28, 2023
Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019 10%+ Owner $5.06M Aug 28, 2023
Polen Capital Credit, LLC Investment Adviser $1.91M Aug 28, 2023
Benjamin Santonelli Portfolio Manager $254K Aug 28, 2023
John W. Sherman Portfolio Manager $254K Aug 28, 2023
Iqbal Mansur Director Aug 21, 2023
Nicholas M. Marsini Jr. Director Aug 21, 2023
Stephen M. Wynne Director Aug 21, 2023
Joel L. Weiss President and CEO Aug 21, 2023
Nancy B. Wolcott Director Aug 21, 2023
Christine Catanzaro Treasurer and CFO Aug 21, 2023
Robert J. Christian Director Aug 21, 2023

Recent Insider Transactions by Companies or Individuals for Polen Credit Opportunities Fund

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.