Insider filing report for Changes in Beneficial Ownership
- Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
- Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
"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
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- Peter Lynch
What is insider trading>>
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13G
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UNDER THE SECURITIES EXCHANGE ACT OF 1934
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(Amendment No. 2)*
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Polen Credit Opportunities Fund (Name of Issuer) |
Common Shares (Title of Class of Securities) |
73110T100 (CUSIP Number) |
06/30/2025 (Date of Event Which Requires Filing of this Statement) |
| Check the appropriate box to designate the rule pursuant to which this Schedule is filed: |
 Rule 13d-1(b)
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| Rule 13d-1(c)
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 Rule 13d-1(d)
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SCHEDULE 13G
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| CUSIP No. | 73110T100 |
| 1 | Names of Reporting Persons
Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
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| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
UNITED STATES
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| Number of Shares Beneficially Owned by Each Reporting Person With: |
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| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
786,394.62 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
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| 11 | Percent of class represented by amount in row (9)
16.9 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
OO |
SCHEDULE 13G
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| Item 1. | |
| (a) | Name of issuer:
Polen Credit Opportunities Fund |
| (b) | Address of issuer's principal executive offices:
c/o Polen Capital Credit, LLC, 1075 Main Street, Suite 320, Waltham, MASSACHUSETTS, 02451. |
| Item 2. | |
| (a) | Name of person filing:
This statement is filed by Stanley C. Moss Revocable Trust U/A DTD 10/13/2015, referred to herein as the "Reporting Person." |
| (b) | Address or principal business office or, if none, residence:
The address of the principal business office of Reporting Person is: C/O Polen Capital Management, LLC 1825 NW Corporate Blvd., Suite 300 Boca Raton, FL 33431 |
| (c) | Citizenship:
United States |
| (d) | Title of class of securities:
Common Shares |
| (e) | CUSIP No.:
73110T100 |
| Item 4. | Ownership |
| (a) | Amount beneficially owned:
See response to Item 9 on the cover page. |
| (b) | Percent of class:
See response to Item 11 on the cover page. %
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| (c) | Number of shares as to which the person has:
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| (i) Sole power to vote or to direct the vote:
See response to Item 5 on the cover page. | |
| (ii) Shared power to vote or to direct the vote:
See response to Item 6 on the cover page. | |
| (iii) Sole power to dispose or to direct the disposition of:
See response to Item 7 on the cover page. | |
| (iv) Shared power to dispose or to direct the disposition of:
See response to Item 8 on the cover page. | |
| Item 6. | Ownership of more than 5 Percent on Behalf of Another Person. |
Not Applicable
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| Item 7. | Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person. |
Not Applicable
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| Item 8. | Identification and Classification of Members of the Group. |
Not Applicable
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| Item 9. | Notice of Dissolution of Group. |
Not Applicable
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| Item 10. | Certifications: |
Not Applicable
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| SIGNATURE | |
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
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