Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019

Insider Reports History

Entity
Company
Location
1075 Main St., Ste. 320, C/O Polen Capital Credit, Llc, Waltham, MA
Signature
/s/ Damon A. Ficklin, as Trustee
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Polen Credit Opportunities Fund 10%+ Owner Institutional Class Common Shares 506K $5.06M $10.00 Aug 28, 2023 Direct

Insider Reports Filed by Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019

Symbol Company Period Transactions Value $ Form Type Date Filed Role
PCOFX Polen Credit Opportunities Fund Aug 28, 2023 0 $0 3/A Sep 15, 2023 10%+ Owner