MFS Charter Income Trust director files Form 4

MFS Charter Income Trust director Laurie J. Thomsen submitted a Form 4 indicating no reportable transactions or holdings changes in this filing.

Rhea-AI Filing Summary

MFS Charter Income Trust director Laurie J. Thomsen submitted a Form 4 indicating no reportable transactions or holdings changes in this filing. The summary data show zero shares bought, sold, acquired, disposed, exercised, or gifted, and no derivative positions reported.

Key Figures

Buy shares reported: 0 shares Sell shares reported: 0 shares Gift shares reported: 0 shares +1 more

4 metrics

Buy shares reported 0 shares buyShares in transaction summary for this Form 4

Sell shares reported 0 shares sellShares in transaction summary for this Form 4

Gift shares reported 0 shares giftShares in transaction summary for this Form 4

Derivative transactions 0 derivativeTransactionCount in transaction summary

Key Terms

Form 4, derivative transactions, Rule 10b5-1

3 terms

Form 4 regulatory

"Laurie J. Thomsen submitted a Form 4 indicating no reportable transactions"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

derivative transactions financial

"no derivative positions or derivative transactions reported in this Form 4"

Derivative transactions are contracts whose value depends on the price or performance of something else—like stocks, bonds, currencies, interest rates or commodities. Think of them as insurance or bets about a future price: investors use them to protect against losses, lock in prices, or try to amplify returns, but they can also magnify losses, create cash demands and expose a firm to the risk that the other party won’t meet its obligation, so they can materially affect a company’s financial stability and volatility.

Rule 10b5-1 regulatory

"the 10b5-1 indicator aff_10b5_one = false for this filing"

Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does MFS Charter Income Trust (MCR) report in this Form 4 for Laurie J. Thomsen?

The Form 4 for Laurie J. Thomsen reports no transactions. Summary data show zero shares bought, sold, acquired, disposed, exercised, or gifted, and no derivative positions or holdings entries reported.

Were any MFS Charter Income Trust (MCR) shares bought or sold in this Form 4?

No. The filing shows buyShares = 0 and sellShares = 0, with buyCount and sellCount both zero, indicating no reported purchases or sales of MCR shares in this Form 4.

Does this MFS Charter Income Trust (MCR) Form 4 include any option exercises or derivative trades?

No. The transaction summary lists exerciseCount = 0, exerciseShares = 0, and derivativeTransactionCount = 0, so there are no reported option exercises or other derivative transactions.

Are there any gifts or restructurings reported in this MCR Form 4?

No. The summary shows giftCount = 0, giftShares = 0, and restructuringCount = 0, meaning there are no reported gifts, entity restructurings, or similar transfers in this filing.

Is a Rule 10b5-1 trading plan involved in this MCR Form 4 filing?

No. The document-level 10b5-1 indicator aff_10b5_one = false, meaning the box affirming that reported transactions were under a Rule 10b5-1 plan was explicitly unchecked for this filing.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/11/2026 - 11:37 AM Accepted by SEC EDGAR 08/11/2026 - 11:37 AM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

X

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

THOMSEN LAURIE J

(Last) (First) (Middle)

THE TRAVELERS COMPANIES INC

385 WASHINGTON STREET

(Street)

ST. PAUL MINNESOTA 55102

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
MFS CHARTER INCOME TRUST [ MCR ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/02/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

	CHRISTOPHER R. BOHANE	08/11/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)