STANLEY C. MOSS REVOCABLE TRUST U/A DTD 10/13/2015

PrivateCIK: 1990226
Location

WALTHAM, MA

STANLEY C. MOSS REVOCABLE TRUST U/A DTD 10/13/2015 purchased 31.6% of their position (186.38K shares) of POLEN CREDIT OPPORTUNITIES FUND on the open market

Open‑market purchase worth $1.81M — a major conviction buy. The strongest form of insider conviction signal.

P · 1 purchase
10% Owner
Since Aug 2023
+186.38K
Net shares
Net buyer
$1.81M
Total acquired
1
Open market trades
1B · 0S
1
Total transactions
186.38K acquired
Non-Derivative Transactions1

Institutional Class Common Shares

Direct
P · Purchase

Shares

+186.38K

Price / share

$9.72

Trade value

$1.81M

% of position

31.6%
4/25/2025
590.36K776.75K
Total

Net shares

+186.38K

Net value

$1.81M

Derivative Transactions0
No derivative transactions reported
STANLEY C. MOSS REVOCABLE TRUST U/A DTD 10/13/2015 — Insider Transaction (Form 4) Filed Jul 25, 2025 | Finecho