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Insider · CIK 0001990226

Stanley C. Moss Revocable Trust U/A DTD 10/13/2015

owner

Files at PCOFX (Polen Credit Opportunities Fund). First filing Jul 25, 2025, latest Jul 25, 2025.

In brief

Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 files SEC Form 4 as 10% owner at PCOFX (Polen Credit Opportunities Fund). Since Jul 25, 2025, Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 has reported 2 open-market buys worth $3.5M and 0 open-market sells worth $0, the latest filed on Jul 25, 2025.

A track record needs three past buys with six months of prices behind them; Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 has 0, so none is measured yet.

The newest scored trade: bought $1.8M of PCOFX on Apr 25, 2025, filed Jul 25, 2025, scored 38 (weak).

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
2 / 0
$3.5M bought, $0 sold

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
38Weak
Polen Credit Opportunities Fund
$1.8M
186,384 shares
+32%-
38Weak
Polen Credit Opportunities Fund
$1.7M
186,384 shares
+32%-

Transactions

Every row this insider has filed, 2 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Apr 25, 2025PCOFX
Polen Credit Opportunities Fund
POpen-market purchase
Institutional Class Common Shares
+186,384$9.72$1.8M776,749Jul 25, 2025
Apr 25, 2025PCOFX
Polen Credit Opportunities Fund
POpen-market purchase
Institutional Class Common Shares
+186,384$9.27$1.7M776,749Jul 25, 2025

Questions about Stanley C. Moss Revocable Trust U/A DTD 10/13/2015

Answered from the filings on this page, as of the latest one.

Is Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 buying or selling?

Not in the last 12 months. Stanley C. Moss Revocable Trust U/A DTD 10/13/2015's latest open-market trade on SEC Form 4 was bought $1.8M of PCOFX on Apr 25, 2025.

How did Stanley C. Moss Revocable Trust U/A DTD 10/13/2015's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 has 0.

Where does Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 file Form 4?

Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 has filed Form 4 at PCOFX (Polen Credit Opportunities Fund). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Stanley C. Moss Revocable Trust U/A DTD 10/13/2015: insider trades and track record | InsiderTell