MFS Trust Advisor Reports Securities Transaction - What Investors Should Know

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.

Form 4 Insider Transactions: What Each Field Means →

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
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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.