Real time Form 13D and 13G transaction reports:
- Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
- Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
- Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Reported DateTime | Transaction Date | Type | Company Symbol | Filed By Symbol | Shares Owned % Owned | Shares Vs. Prev Report | View |
2025-02-13 10:31 am Purchase | 2024-12-31 | 13G | Polen Credit Opportunities Fund PCOFX | Craig L. McKibben | 258,079 6.670% | 23,212![]() (+9.88%) | Filing History |
2025-02-13 10:29 am Purchase | 2024-12-31 | 13G | Polen Credit Opportunities Fund PCOFX | Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019 | 576,177 14.890% | 51,822![]() (+9.88%) | Filing History |
2025-02-13 10:26 am Purchase | 2024-12-31 | 13G | Polen Credit Opportunities Fund PCOFX | Daniel A. Davidowitz Revocable Trust U/A DTD 2/2/22 | 288,088 7.440% | 25,911![]() (+9.88%) | Filing History |
2025-02-13 10:26 am Purchase | 2024-12-31 | 13G | Polen Credit Opportunities Fund PCOFX | David J. Breazzano | 913,179 23.590% | 82,132![]() (+9.88%) | Filing History |
2025-02-13 10:25 am Purchase | 2024-12-31 | 13G | Polen Credit Opportunities Fund PCOFX | Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 | 571,800 14.770% | 47,445![]() (+9.05%) | Filing History |
2025-02-13 10:25 am Purchase | 2024-12-31 | 13G | Polen Credit Opportunities Fund PCOFX | POLEN CAPITAL MANAGEMENT LLC | 216,908 5.600% | 19,509![]() (+9.88%) | Filing History |
2024-02-13 4:55 pm Purchase | 2023-12-31 | 13G | Polen Credit Opportunities Fund PCOFX | Craig L. McKibben | 234,867 8.630% | 234,867![]() (New Position) | Filing History |
2024-02-13 4:54 pm Purchase | 2023-12-31 | 13G | Polen Credit Opportunities Fund PCOFX | POLEN CAPITAL MANAGEMENT LLC | 197,399 7.250% | 197,399![]() (New Position) | Filing History |
2024-02-13 4:54 pm Purchase | 2023-12-31 | 13G | Polen Credit Opportunities Fund PCOFX | Daniel A. Davidowitz Revocable Trust U/A DTD 2/2/22 | 262,177 9.630% | 262,177![]() (New Position) | Filing History |
2024-02-13 4:53 pm Purchase | 2023-12-31 | 13G | Polen Credit Opportunities Fund PCOFX | Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 | 524,355 19.260% | 524,355![]() (New Position) | Filing History |
2024-02-13 4:53 pm Purchase | 2023-12-31 | 13G | Polen Credit Opportunities Fund PCOFX | Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019 | 524,355 19.260% | 524,355![]() (New Position) | Filing History |
2024-02-13 4:52 pm Purchase | 2023-12-31 | 13G | Polen Credit Opportunities Fund PCOFX | David J. Breazzano | 831,047 30.530% | 831,047![]() (New Position) | Filing History |