MFS Charter Income Trust (NYSE: MCR) insider Flaherty files Form 4

Rhea-AI Filing Summary

MFS Charter Income Trust insider Joseph Flaherty, identified as an "officer of the advisor," filed a Form 4 reporting his relationship to the fund and his status as a single reporting person. The document is dated with an earliest transaction date of 06/01/2025 and a signature dated 12/11/2025. The standard tables for non-derivative and derivative securities are included, indicating this is a routine disclosure of beneficial ownership and potential transactions by an individual associated with the fund's advisor.

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

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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^*

FLAHERTY JOSEPH

(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 THE ADVISOR

3. Date of Earliest Transaction (Month/Day/Year)
06/01/2025

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	12/11/2025
	** 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 filing for MFS Charter Income Trust (MCR) report?

The Form 4 reports insider information for Joseph Flaherty, who is identified as an officer of the advisor to MFS Charter Income Trust. It confirms his reporting relationship to the fund and provides the standard tables for any non-derivative and derivative securities that may be acquired, disposed of, or beneficially owned.

Who is the reporting person in this MFS Charter Income Trust (MCR) Form 4?

The reporting person is Joseph Flaherty. He is not listed as a director, officer of the trust itself, or 10% owner, but is described as an officer of the advisor to MFS Charter Income Trust.

What is the earliest transaction date disclosed in this MCR Form 4?

The Form 4 lists 06/01/2025 as the date of earliest transaction, which is the reference date for any reportable activity covered by this filing.

Is this MFS Charter Income Trust (MCR) Form 4 filed by more than one reporting person?

No. The filing indicates it is a Form filed by one reporting person, meaning only Joseph Flaherty is covered by this report.

Does this Form 4 for MCR indicate a Rule 10b5-1 trading plan?

The form includes the standard checkbox language for transactions made under a Rule 10b5-1(c) trading plan, but the excerpt does not show whether this box is checked for any specific transaction.

What sections about securities are included in this MCR Form 4?

The filing contains Table I for non-derivative securities and Table II for derivative securities, which are used to report acquisitions, dispositions, and beneficial ownership of the reporting person.