Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
9 Feb 24
N-CEN
Annual report (registered investment company)
10 Feb 23
N-CEN
Annual report (registered investment company)
9 Feb 22
N-CEN
Annual report (registered investment company)
11 Feb 21
N-CEN
Annual report (registered investment company)
11 Feb 20
CORRESP
Correspondence with SEC
29 Jan 20
N-PX
Annual report of proxy voting record
10 Jan 20
25-NSE
Exchange delisting
4 Oct 19
N-PX
Annual report of proxy voting record
28 Aug 19
N-CSRS
Certified semi-annual shareholder report (management investment company)
24 Jul 19
N-CEN
Annual report (registered investment company)
12 Feb 19
N-CSR
Certified annual shareholder report (management investment company)
22 Jan 19
N-PX
Annual report of proxy voting record
28 Aug 18
DEF 14A
Definitive proxy
23 Aug 18
N-CSRS
Certified semi-annual shareholder report (management investment company)
20 Jul 18
N-CSR
Certified annual shareholder report (management investment company)
26 Jan 18
N-PX
Annual report of proxy voting record
28 Aug 17
DEF 14A
Definitive proxy
24 Aug 17
N-CSRS
Certified semi-annual shareholder report (management investment company)
27 Jul 17
CORRESP
Correspondence with SEC
6 Apr 17
N-CSR
Certified annual shareholder report (management investment company)
30 Jan 17
N-PX
Annual report of proxy voting record
29 Aug 16
DEF 14A
Definitive proxy
19 Aug 16
N-CSRS
Certified semi-annual shareholder report (management investment company)
26 Jul 16
CORRESP
Correspondence with SEC
26 Apr 16
N-CSR
Certified annual shareholder report (management investment company)
1 Feb 16
N-PX
Annual report of proxy voting record
26 Aug 15
DEF 14A
Definitive proxy
21 Aug 15
N-CSRS
Certified semi-annual shareholder report (management investment company)
29 Jul 15
N-CSR
Certified annual shareholder report (management investment company)
5 Feb 15
N-PX
Annual report of proxy voting record
27 Aug 14
DEF 14A
Definitive proxy
22 Aug 14
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 Aug 14
N-CSR
Certified annual shareholder report (management investment company)
28 Jan 14
CORRESP
Correspondence with SEC
21 Jan 14
N-PX
Annual report of proxy voting record
28 Aug 13
DEF 14A
Definitive proxy
22 Aug 13
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 Jul 13
N-CSR
Certified annual shareholder report (management investment company)
29 Jan 13
DEF 14A
Definitive proxy
20 Sep 12
Latest ownership filings
4
THOMAS H CONNORS
25 Oct 22
4
ROBERT J MANNING
6 Sep 22
4
MARTIN J WOLIN
31 Aug 22
4
Kevin Beatty
19 Apr 22
4
ROBIN A STELMACH
15 Feb 22
4
JACQUES GOULET JR
4 Jan 22
4
Stephen Clarkson Peacher
23 Dec 21
4
David A Antonelli
22 Oct 21
4/A
Michael Hegarty
26 Aug 20
4
Michael Hegarty
26 Aug 20
4
Frank L Tarantino
15 Jan 20
SC 13G/A
Beneficial ownership report (amended)
8 Nov 19
4/A
Richard O Hawkins
30 Oct 19
4
Change in insider ownership
4 Oct 19
4
Richard O Hawkins
26 Sep 19
4
Boaz Weinstein
26 Jul 19
SC 13G/A
MFS California Municipal Fund
25 Jul 19
4
Boaz Weinstein
24 Jul 19
SC 13D/A
MFS California Municipal Fund
19 Jul 19
3
CAROL W. GEREMIA
5 Feb 19
4
Boaz Weinstein
24 Jan 19
SC 13D
MFS California Municipal Fund
23 Jan 19
4
Boaz Weinstein
22 Jan 19
SC 13G
MFS California Municipal Fund
18 Jan 19
3
Boaz Weinstein
18 Jan 19
SC 13G/A
MFS California Municipal Fund
11 Jan 19
3
PETER DARRELL JONES
10 Jan 19
3
EDWARD M. MALONEY
10 Jan 19
3
JAMES W. KILMAN
8 Jan 19
4
DAVID H GUNNING
28 Jun 18
SC 13G/A
MFS California Municipal Fund
18 Jan 18
3
GEOFFREY SCHECHTER
11 Jan 18
4
Colm J Freyne
11 Dec 17
4
Mark N Polebaum
30 Nov 17
4
Robert Ellsworth Butler
21 Jun 17
4
Robert W Uek
21 Jun 17
4
WILLIAM R GUTOW
21 Jun 17
3
Kevin D Strain
16 Jun 17
4
Kristin V Collins
15 Jun 17
3
JOHN A CAROSELLI
29 Mar 17