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Insider Information:   Roepke Maryanne L
Relationship:   Director
City:   Boston
State:   MA
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   6,546    

Indirect Shares

  0      
Direct Value   $21,173    

Indirect Value

  $0      
Total Shares   6,546      
Total Value   $21,173      


MFS Charter Income Trust
 $8,312 MFS Special Value Trust
 $6,849 MFS Intermediate Income Trust
 $6,013 Mfs Intermarket Income Trust I
 $0 MFS Charter Income Trust
 $8,312 MFS Special Value Trust
 $6,849 MFS Intermediate Income Trust
 $6,013 Mfs Intermarket Income Trust I
 $0
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    1    

     Stock price went up :

    0   
    1    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   1.0   
     Percentage Gain/Loss :
     0.0%
 4.2%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            MFS Charter Income Trust MCR Director 2014-07-23 1,311 2014-07-23 0    Premium*  
            MFS Special Value Trust MFV Director 2014-07-23 1,553 2014-07-23 0    Premium*  
            MFS Intermediate Income Trust MIN Director 2014-07-23 2,252 2014-07-23 0    Premium*  
            Mfs Intermarket Income Trust I CMK Director 2014-07-23 1,430 2014-07-23 0    Premium*  
            MFS Municipal Income Trust MFM Director 2023-05-22 0 2014-07-23 0    Premium*  
* Premium Members only  

Records found :    6         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
MFM MFS Municipal Income Trus... Director   –       •      –    2023-05-22 4 S $9,379.75 $17,465,095 D/D (1,862) 0 0 %
MCR MFS Charter Income Trust Director   –       •      –    2014-07-23 4 B $9.16 $12,007 D/D 1,311 1,311 2.39 -
MFV MFS Special Value Trust Director   –       •      –    2014-07-23 4 B $7.73 $12,008 D/D 1,553 1,553 2.39 -
MIN MFS Intermediate Income T... Director   –       •      –    2014-07-23 4 B $5.33 $12,000 D/D 2,252 2,252 2.39 -
CMK Mfs Intermarket Income Tr... Director   –       •      –    2014-07-23 4 B $8.44 $12,064 D/D 1,430 1,430 2.39 -
MFM MFS Municipal Income Trus... Director   –       •      –    2014-07-23 4 B $6.49 $12,083 D/D 1,862 1,862 2.39 -

  6  Records found
  1     
  Page 1 of 1  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed