Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
9 Feb 24
N-CSR
Certified annual shareholder report (management investment company)
25 Jan 24
DEF 14A
Definitive proxy
30 Aug 23
N-PX
Annual report of proxy voting record
29 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
18 Jul 23
N-CEN
Annual report (registered investment company)
10 Feb 23
N-CSR
Certified annual shareholder report (management investment company)
19 Jan 23
N-PX
Annual report of proxy voting record
29 Aug 22
DEF 14A
Definitive proxy
26 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
22 Jul 22
N-CEN
Annual report (registered investment company)
9 Feb 22
N-CSR
Certified annual shareholder report (management investment company)
20 Jan 22
N-PX
Annual report of proxy voting record
27 Aug 21
DEF 14A
Definitive proxy
27 Aug 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
22 Jul 21
N-CEN
Annual report (registered investment company)
11 Feb 21
N-CSR
Certified annual shareholder report (management investment company)
29 Jan 21
N-PX
Annual report of proxy voting record
28 Aug 20
DEF 14A
Definitive proxy
20 Aug 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
22 Jul 20
N-CEN
Annual report (registered investment company)
11 Feb 20
CORRESP
Correspondence with SEC
29 Jan 20
N-CSR
Certified annual shareholder report (management investment company)
27 Jan 20
N-PX
Annual report of proxy voting record
28 Aug 19
DEF 14A
Definitive proxy
22 Aug 19
N-CSRS
Certified semi-annual shareholder report (management investment company)
22 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
Latest ownership filings
NPORT-P
MFS Charter Income Trust (Feb 2024 report)
24 Apr 24
SC 13G/A
MORGAN STANLEY
9 Feb 24
NPORT-P
MFS Charter Income Trust (Nov 2023 report)
24 Jan 24
NPORT-P
MFS Charter Income Trust (Aug 2023 report)
24 Oct 23
3
LINDA DOUGHERTY
6 Sep 23
NPORT-P
MFS Charter Income Trust (May 2023 report)
25 Jul 23
4
Henry Peabody
29 Jun 23
NPORT-P
MFS Charter Income Trust (Feb 2023 report)
24 Apr 23
3
NEERAJ ARORA
5 Apr 23
SC 13G/A
MORGAN STANLEY
10 Feb 23
SC 13G/A
MORGAN STANLEY
10 Feb 23
3
JOHN DAVID MITCHELL
27 Jan 23
NPORT-P
MFS Charter Income Trust (Nov 2022 report)
24 Jan 23
4
THOMAS H CONNORS
25 Oct 22
NPORT-P
MFS Charter Income Trust (Aug 2022 report)
25 Oct 22
4
ROBERT J MANNING
6 Sep 22
4
MARTIN J WOLIN
31 Aug 22
NPORT-P
MFS Charter Income Trust (May 2022 report)
25 Jul 22
NPORT-P
MFS Charter Income Trust (Feb 2022 report)
25 Apr 22
4
Kevin Beatty
19 Apr 22
3
ROSA LICEA-MAILLOUX
10 Mar 22
4
Robert D. Persons
15 Feb 22
4
ROBIN A STELMACH
15 Feb 22
SC 13G
MORGAN STANLEY
10 Feb 22
NPORT-P
MFS Charter Income Trust (Nov 2021 report)
24 Jan 22
SC 13G/A
MORGAN STANLEY
7 Jan 22
4
JACQUES GOULET JR
4 Jan 22
4
Stephen Clarkson Peacher
23 Dec 21
NPORT-P
MFS Charter Income Trust (Aug 2021 report)
25 Oct 21
4
David A Antonelli
22 Oct 21
NPORT-P
MFS Charter Income Trust (May 2021 report)
26 Jul 21
3
MANJIT SINGH
25 Jun 21
SC 13G/A
SIT INVESTMENT ASSOCIATES INC
7 May 21
NPORT-P
MFS Charter Income Trust (Feb 2021 report)
23 Apr 21
SC 13G
SIT INVESTMENT ASSOCIATES INC
12 Feb 21
SC 13G/A
MORGAN STANLEY
11 Feb 21
NPORT-P
MFS Charter Income Trust (Nov 2020 report)
22 Jan 21
NPORT-P
MFS Charter Income Trust (Aug 2020 report)
26 Oct 20
4/A
Michael Hegarty
26 Aug 20
4
Joshua P. Marston
26 Aug 20