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No insider trades reported in MFS Charter Income Trust (MCR) Form 4 filing

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

MFS Charter Income Trust filed a Form 4 for reporting person Amrit Kanwal, identified as an officer of the advisor. The filing shows no reported purchases, sales, acquisitions, or dispositions of the trust’s securities, with all transaction share counts listed as zero.

Positive

  • None.

Negative

  • None.
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*
KANWAL AMRIT

(Last) (First) (Middle)
MFS INVESTMENT MANAGEMENT
111 HUNTINGTON AVENUE

(Street)
BOSTON MA 02199

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
MFS CHARTER INCOME TRUST [ MCR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
Officer (give title below) X Other (specify below)
OFFICER OF THE ADVISOR
3. Date of Earliest Transaction (Month/Day/Year)
04/01/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 10/06/2025
** 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.

FAQ

What does this Form 4 for MCR show about insider trades?

This Form 4 for MFS Charter Income Trust (MCR) shows no insider trading activity. The filing reports zero shares bought, sold, acquired, or disposed, indicating no reportable transactions by the listed reporting person during the covered period.

Who is the reporting person on this MFS Charter Income Trust Form 4?

The reporting person is Amrit Kanwal, described as an officer of the advisor. The Form 4 associates this individual with MFS Charter Income Trust but records no share transactions or changes in beneficial ownership in the reported period.

Does the MCR Form 4 report any insider buying or selling?

No, the Form 4 for MCR reports no insider buying or selling. All transaction counters, including buy, sell, acquire, and dispose share totals, are shown as zero, and the net buy/sell direction is classified as neutral for this filing.

What is the net buy/sell direction in this MCR insider filing?

The net buy/sell direction is reported as neutral. This reflects that buy and sell share totals are both zero, so there is no net change in reported ownership from purchases or sales in this Form 4 for MFS Charter Income Trust.

How many transactions are reported in this MFS Charter Income Trust Form 4?

This Form 4 lists no individual transactions. The transactions array is empty, and transaction summary counts for buys, sells, acquisitions, and dispositions are all zero, indicating no reportable trades or ownership changes during the period covered.
MFS Charter Income

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