Welcome to our dedicated page for MFS Charter Income SEC filings (Ticker: MCR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
for almost a century, investors have trusted mfs to achieve their investment goals because we stay true to our convictions, and to who we are as active managers. we take the long view. we favor the strongest idea over the strongest individual. our employees are aligned with what matters most to our clients: long-term vision, powerful risk-managed results and good decisions born from collaborative thinking. robust integrated research is in our heritage and combining it with uncompromised information sharing is how we turn good ideas into great outcomes. doing what's right for clients is not a choice we make each day, it's who we are. learn more about our social media terms of use here: (paste link into browser) www.mfs.com/literms for current career opportunities visit www.mfs.com/careers mfs investment management is an equal opportunity employer.The proxy solicits votes to elect trustees and approve routine matters for multiple MFS closed-end trusts, including MFS Charter Income Trust ("MCR"). Four nominees—Maureen R. Goldfarb, Maryanne L. Roepke, Paula E. Smith and Laurie J. Thomsen—are proposed for election by common shareholders, and three nominees are proposed for election by combined common and preferred shareholders. The Board recommends a vote FOR the proposal. The document describes trustee retirement policy, noting Laurie J. Thomsen is expected to retire effective December 31, 2025 after reaching 20 years of service. It also summarizes committee oversight responsibilities including fair valuation, pricing determinations, liquidity risk management and Rule 2a-7 compliance for money market funds. Proxy voting methods and deadlines are provided, including online, phone and returned proxy card instructions and a 10:00 a.m. Eastern Time receipt deadline on October 2, 2025.
A Form 4 filing for MFS Charter Income Trust (MCR) reports insider trading activity for William Adams, an officer of the fund's advisor. The filing, dated June 28, 2025, discloses transactions that occurred on September 30, 2024.
Key details:
- Reporting Person: William Adams, located at 111 Huntington Avenue, Boston, MA
- Relationship to Issuer: Officer of Advisor (not a director or 10% owner)
- Filing Type: Individual filing (not joint)
Notably, no actual securities transactions (derivative or non-derivative) are reported in either Table I or Table II of the filing. This may indicate a zero-activity report or an initial filing establishing the reporting person's position. The form was signed by Christopher R. Bohane on June 27, 2025.
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