Insider Trading (Form 4)
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Laurie J Thomsen, a Director of Mfs Charter Income Trust, reported multiple transactions in common stock on July 2, 2026.
NYSE
MFS Charter Income Trust has adjourned its special shareholder meeting to May 18, 2026, to solicit additional votes for a proposed reorganization with MFS Multimarket Income Trust.
Delay expected
NYSE
abrdn Inc. announces plans to propose an investment grade credit quality policy for MFS Multimarket Income Trust following its transition to new management.
NYSE
MFS Investment Management has adjourned special shareholder meetings for five closed-end funds to May 1, 2026, to solicit additional votes for proposed reorganizations and management changes.
Delay expected
Capital raise
NYSE
MFS Investment Management has adjourned special shareholder meetings for several taxable closed-end funds to April 15, 2026, to solicit additional votes for proposed reorganizations and changes to the surviving fund's management and board.
Delay expected
Capital raise
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Aberdeen Investments presents a new closed-end fund concept targeting high current income through diversified global fixed income, with an 11% managed distribution rate.
Capital raise
Proxy Statements (Def-14A)
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MFS closed-end trusts schedule 2025 annual meeting to elect trustees.
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MFS Charter Income Trust and other related trusts will hold their 2024 Annual Meeting of Shareholders on October 3, 2024, to elect trustees.
Schedule 13D - Activist Investments
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Sit Investment Associates files Schedule 13D, revealing a 9.8% stake in MFS Charter Income Trust and strong opposition to its proposed reorganization into MFS Multimarket Income Trust.
Worse than expected
Schedule 13G - Passive Investments
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Morgan Stanley and its subsidiary Morgan Stanley Smith Barney LLC have filed a Schedule 13G, reporting beneficial ownership of less than 5% of MFS Charter Income Trust's common stock as of June 30, 2026.
NYSE
Morgan Stanley and its subsidiary report a 15.9% beneficial ownership stake in MFS Charter Income Trust, totaling 6,676,108 shares.
NYSE
Sit Investment Associates and its subsidiary, Sit Fixed Income Advisors II, LLC, have jointly reported a 5.9% beneficial ownership stake in MFS Charter Income Trust, held for investment purposes.