Insider Trading (Form 4)
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Laurie J Thomsen, a Director of Mfs Intermediate High Income Fund, reported multiple transactions in common stock on July 2, 2026.
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Joseph Flaherty, an officer of the advisor to MFS Intermediate High Income Fund, is no longer subject to Section 16 reporting requirements.
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Amrit Kanwal, an officer of MFS Investment Management, has filed a Form 4 indicating they are no longer subject to Section 16 reporting requirements for MFS Intermediate High Income Fund.
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Form 4: Officer of MFS Intermediate High Income Fund Advisor Ceases Section 16 Reporting Obligations
William Adams, an officer of the advisor to MFS Intermediate High Income Fund (CIF), has filed a Form 4 indicating he is no longer subject to Section 16 reporting requirements, with no new transactions reported.
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Linda Dougherty, an officer of the advisor to MFS Intermediate High Income Fund, reported a transaction on July 15, 2024.
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James O. Yost, Treasurer of MFS Intermediate High Income Fund, files a Form 4 indicating no transactions.
Proxy Statements (Def-14A)
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Nine MFS Trusts will hold their 2025 Annual Meeting of Shareholders on October 2, 2025, primarily to elect Trustees and address corporate governance matters.
Delay expected
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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 and Sit Fixed Income Advisors II have filed a Schedule 13D, revealing a 9.2% stake in MFS Intermediate High Income Fund and their opposition to a proposed reorganization due to differing risk profiles.
Schedule 13G - Passive Investments
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SCHEDULE 13G: Sit Investment Associates and Subsidiary Disclose 6% Stake in MFS Intermediate High Income Fund
Sit Investment Associates, Inc. and its subsidiary, Sit Fixed Income Advisors II, LLC, have jointly reported a 6.0% beneficial ownership stake in MFS Intermediate High Income Fund as of December 31, 2024.