List of insiders holdings for Polen Credit Opportunities Fund:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not 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>>
| # | Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
| 1 | BREAZZANO DAVID J 10% Owner | 2025-02-13 10:26:07 | 913,179 0 | 913,179 | Form 13G |
| 2 | Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019 10% Owner | 2025-02-13 10:29:12 | 576,177 0 | 576,177 | Form 13G |
| 3 | Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 10% Owner | 2025-02-13 10:25:52 | 571,800 0 | 571,800 | Form 13G |
| 4 | Polen Capital Credit LLC Investment Adviser | 2023-09-15 09:33:21 | 190,599 0 | 190,599 | Form 4/A |
| 5 | Sherman John William Portfolio Manager | 2023-09-15 09:49:28 | 25,435 0 | 25,435 | Form 4/A |
| 6 | Santonelli Benjamin Portfolio Manager | 2023-09-15 09:57:34 | 25,435 0 | 25,435 | Form 4/A |
| 7 | Wynne Stephen M Director | 2023-08-21 13:11:06 | 0 0 | 0 | Form 3 |
| 8 | Christian Robert J Director | 2023-08-21 13:12:22 | 0 0 | 0 | Form 3 |
| 9 | Wolcott Nancy B Director | 2023-08-21 13:13:27 | 0 0 | 0 | Form 3 |
| 10 | Marsini Nicholas M Jr. Director | 2023-08-21 13:15:21 | 0 0 | 0 | Form 3 |
| 11 | Weiss Joel L President and CEO | 2023-08-21 13:16:33 | 0 0 | 0 | Form 3 |
| 12 | Mansur Iqbal Director | 2023-08-21 13:17:52 | 0 0 | 0 | Form 3 |
| 13 | Catanzaro Christine S Treasurer and CFO | 2023-08-21 13:18:50 | 0 0 | 0 | Form 3 |