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 |
BREAZZANO DAVID J | 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 |
BREAZZANO DAVID J | 831,047 30.530% |
831,047 (New Position) |
Filing History |