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[Form 4] MFS Charter Income Trust Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

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.

Un deposito Form 4 per MFS Charter Income Trust (MCR) riporta attività di insider trading per William Adams, un dirigente del consulente del fondo. Il deposito, datato 28 giugno 2025, rivela transazioni avvenute il 30 settembre 2024.

Dettagli principali:

  • Persona che segnala: William Adams, con sede a 111 Huntington Avenue, Boston, MA
  • Rapporto con l'emittente: dirigente del consulente (non direttore né proprietario del 10%)
  • Tipo di deposito: deposito individuale (non congiunto)

È importante sottolineare che non sono riportate transazioni effettive di titoli (derivati o non derivati) né nella Tabella I né nella Tabella II del deposito. Ciò potrebbe indicare un rapporto senza attività o un deposito iniziale per stabilire la posizione della persona che segnala. Il modulo è stato firmato da Christopher R. Bohane il 27 giugno 2025.

Una presentación del Formulario 4 para MFS Charter Income Trust (MCR) informa sobre actividad de operaciones internas de William Adams, un funcionario del asesor del fondo. La presentación, fechada el 28 de junio de 2025, revela transacciones ocurridas el 30 de septiembre de 2024.

Detalles clave:

  • Persona que reporta: William Adams, ubicado en 111 Huntington Avenue, Boston, MA
  • Relación con el emisor: funcionario del asesor (no director ni propietario del 10%)
  • Tipo de presentación: presentación individual (no conjunta)

Es notable que no se reportan transacciones reales de valores (derivados o no derivados) en la Tabla I ni en la Tabla II de la presentación. Esto podría indicar un informe sin actividad o una presentación inicial que establece la posición de la persona que reporta. El formulario fue firmado por Christopher R. Bohane el 27 de junio de 2025.

MFS Charter Income Trust (MCR)에 대한 Form 4 제출서가 펀드 자문사의 임원인 William Adams의 내부자 거래 활동을 보고합니다. 이 제출서는 2025년 6월 28일자이며, 2024년 9월 30일에 발생한 거래를 공개합니다.

주요 내용:

  • 보고자: William Adams, 주소 111 Huntington Avenue, Boston, MA
  • 발행인과의 관계: 자문사 임원 (이사나 10% 이상 소유자는 아님)
  • 제출 유형: 개인 제출 (공동 제출 아님)

특히, 제출서의 표 I 및 표 II에서 실제 증권 거래(파생상품 또는 비파생상품)가 보고되지 않았습니다. 이는 거래가 없었거나 보고자의 지위를 설정하는 초기 제출일 수 있음을 시사합니다. 이 서류는 2025년 6월 27일 Christopher R. Bohane에 의해 서명되었습니다.

Un dépôt de formulaire 4 pour MFS Charter Income Trust (MCR) rapporte une activité d’initié concernant William Adams, un dirigeant du conseiller du fonds. Le dépôt, daté du 28 juin 2025, divulgue des transactions survenues le 30 septembre 2024.

Détails clés :

  • Personne déclarant : William Adams, situé au 111 Huntington Avenue, Boston, MA
  • Relation avec l’émetteur : dirigeant du conseiller (ni administrateur ni propriétaire à 10 %)
  • Type de dépôt : dépôt individuel (non conjoint)

Il est à noter qu’aucune transaction réelle de titres (dérivés ou non) n’est rapportée ni dans le tableau I ni dans le tableau II du dépôt. Cela peut indiquer un rapport sans activité ou un dépôt initial établissant la position de la personne déclarant. Le formulaire a été signé par Christopher R. Bohane le 27 juin 2025.

Eine Form 4-Einreichung für MFS Charter Income Trust (MCR) meldet Insiderhandelstätigkeiten von William Adams, einem leitenden Angestellten des Beraters des Fonds. Die Einreichung, datiert auf den 28. Juni 2025, offenbart Transaktionen, die am 30. September 2024 stattfanden.

Wichtige Details:

  • Meldende Person: William Adams, wohnhaft in 111 Huntington Avenue, Boston, MA
  • Beziehung zum Emittenten: leitender Angestellter des Beraters (kein Direktor oder 10%-Eigentümer)
  • Einreichungstyp: Einzelmeldung (nicht gemeinsam)

Bemerkenswert ist, dass in weder Tabelle I noch Tabelle II der Einreichung tatsächliche Wertpapiertransaktionen (Derivative oder Nicht-Derivative) gemeldet werden. Dies könnte auf einen Bericht ohne Aktivitäten oder eine Erstmeldung zur Festlegung der Position der meldenden Person hinweisen. Das Formular wurde am 27. Juni 2025 von Christopher R. Bohane unterzeichnet.

Positive
  • None.
Negative
  • None.

Un deposito Form 4 per MFS Charter Income Trust (MCR) riporta attività di insider trading per William Adams, un dirigente del consulente del fondo. Il deposito, datato 28 giugno 2025, rivela transazioni avvenute il 30 settembre 2024.

Dettagli principali:

  • Persona che segnala: William Adams, con sede a 111 Huntington Avenue, Boston, MA
  • Rapporto con l'emittente: dirigente del consulente (non direttore né proprietario del 10%)
  • Tipo di deposito: deposito individuale (non congiunto)

È importante sottolineare che non sono riportate transazioni effettive di titoli (derivati o non derivati) né nella Tabella I né nella Tabella II del deposito. Ciò potrebbe indicare un rapporto senza attività o un deposito iniziale per stabilire la posizione della persona che segnala. Il modulo è stato firmato da Christopher R. Bohane il 27 giugno 2025.

Una presentación del Formulario 4 para MFS Charter Income Trust (MCR) informa sobre actividad de operaciones internas de William Adams, un funcionario del asesor del fondo. La presentación, fechada el 28 de junio de 2025, revela transacciones ocurridas el 30 de septiembre de 2024.

Detalles clave:

  • Persona que reporta: William Adams, ubicado en 111 Huntington Avenue, Boston, MA
  • Relación con el emisor: funcionario del asesor (no director ni propietario del 10%)
  • Tipo de presentación: presentación individual (no conjunta)

Es notable que no se reportan transacciones reales de valores (derivados o no derivados) en la Tabla I ni en la Tabla II de la presentación. Esto podría indicar un informe sin actividad o una presentación inicial que establece la posición de la persona que reporta. El formulario fue firmado por Christopher R. Bohane el 27 de junio de 2025.

MFS Charter Income Trust (MCR)에 대한 Form 4 제출서가 펀드 자문사의 임원인 William Adams의 내부자 거래 활동을 보고합니다. 이 제출서는 2025년 6월 28일자이며, 2024년 9월 30일에 발생한 거래를 공개합니다.

주요 내용:

  • 보고자: William Adams, 주소 111 Huntington Avenue, Boston, MA
  • 발행인과의 관계: 자문사 임원 (이사나 10% 이상 소유자는 아님)
  • 제출 유형: 개인 제출 (공동 제출 아님)

특히, 제출서의 표 I 및 표 II에서 실제 증권 거래(파생상품 또는 비파생상품)가 보고되지 않았습니다. 이는 거래가 없었거나 보고자의 지위를 설정하는 초기 제출일 수 있음을 시사합니다. 이 서류는 2025년 6월 27일 Christopher R. Bohane에 의해 서명되었습니다.

Un dépôt de formulaire 4 pour MFS Charter Income Trust (MCR) rapporte une activité d’initié concernant William Adams, un dirigeant du conseiller du fonds. Le dépôt, daté du 28 juin 2025, divulgue des transactions survenues le 30 septembre 2024.

Détails clés :

  • Personne déclarant : William Adams, situé au 111 Huntington Avenue, Boston, MA
  • Relation avec l’émetteur : dirigeant du conseiller (ni administrateur ni propriétaire à 10 %)
  • Type de dépôt : dépôt individuel (non conjoint)

Il est à noter qu’aucune transaction réelle de titres (dérivés ou non) n’est rapportée ni dans le tableau I ni dans le tableau II du dépôt. Cela peut indiquer un rapport sans activité ou un dépôt initial établissant la position de la personne déclarant. Le formulaire a été signé par Christopher R. Bohane le 27 juin 2025.

Eine Form 4-Einreichung für MFS Charter Income Trust (MCR) meldet Insiderhandelstätigkeiten von William Adams, einem leitenden Angestellten des Beraters des Fonds. Die Einreichung, datiert auf den 28. Juni 2025, offenbart Transaktionen, die am 30. September 2024 stattfanden.

Wichtige Details:

  • Meldende Person: William Adams, wohnhaft in 111 Huntington Avenue, Boston, MA
  • Beziehung zum Emittenten: leitender Angestellter des Beraters (kein Direktor oder 10%-Eigentümer)
  • Einreichungstyp: Einzelmeldung (nicht gemeinsam)

Bemerkenswert ist, dass in weder Tabelle I noch Tabelle II der Einreichung tatsächliche Wertpapiertransaktionen (Derivative oder Nicht-Derivative) gemeldet werden. Dies könnte auf einen Bericht ohne Aktivitäten oder eine Erstmeldung zur Festlegung der Position der meldenden Person hinweisen. Das Formular wurde am 27. Juni 2025 von Christopher R. Bohane unterzeichnet.

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*
Adams William

(Last) (First) (Middle)
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 ADVISOR
3. Date of Earliest Transaction (Month/Day/Year)
09/30/2024
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 06/27/2025
** 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

Who is the insider that filed Form 4 for MCR (MFS Charter Income Trust)?

William Adams, an Officer of Advisor at MFS Charter Income Trust (MCR), filed the Form 4. His business address is listed as 111 Huntington Avenue, Boston, MA 02199.

When did William Adams' insider transaction for MCR occur?

According to the Form 4, the earliest transaction date was September 30, 2024. However, the filing shows no actual securities transactions were reported in either Table I (non-derivative securities) or Table II (derivative securities).

What is William Adams' role at MCR (MFS Charter Income Trust)?

William Adams is listed as 'Other' on the Form 4, specifically designated as an 'OFFICER OF ADVISOR' to MFS Charter Income Trust (MCR). He is not a director or 10% owner of the trust.

When was the Form 4 filed for MCR by William Adams?

The Form 4 was filed on June 28, 2025, as indicated in the filing date. The form was signed by Christopher R. Bohane on June 27, 2025, one day before the filing.
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