MFS Charter Income Trust filings document the governance record of a closed-end investment fund. The trust's proxy materials include Schedule 14A and definitive proxy disclosures for annual shareholder meeting matters, including the election of trustees and related governance procedures.
The filing record also identifies the fund within the broader MFS closed-end fund group and documents shareholder-voting materials for the trust's shares of beneficial interest. These disclosures focus on fund governance, meeting mechanics and trustee oversight rather than operating-company business segments.
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.