Tracy A Atkinson - Net Worth and Insider Trading

Tracy A Atkinson Net Worth

The estimated net worth of Tracy A Atkinson is at least $2 Million dollars as of 2023-09-21. Tracy A Atkinson is the Director of United States Steel Corp and owns about 18,177 shares of United States Steel Corp (X) stock worth over $567,668. Tracy A Atkinson is the Director of Raytheon Co and owns about 4,376 shares of Raytheon Co (RTN) stock worth over $511,817. Tracy A Atkinson is also the Director of RTX Corp and owns about 6,880 shares of RTX Corp (RTX) stock worth over $499,763. Besides these, Tracy A Atkinson also holds Affiliated Managers Group Inc (AMG) . Details can be seen in Tracy A Atkinson's Latest Holdings Summary section.

Transaction Summary of Tracy A Atkinson

Tracy A Atkinson Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Tracy A Atkinson owns 16 companies in total, including Affiliated Managers Group Inc (AMG) , United States Steel Corp (X) , and RTX Corp (RTX) among others .

Click here to see the complete history of Tracy A Atkinson’s form 4 insider trades.

Insider Ownership Summary of Tracy A Atkinson

Ticker	Comapny	Transaction Date	Type of Owner
AMG	Affiliated Managers Group Inc	2020-08-03	director
X	United States Steel Corp	2020-07-26	director
RTX	RTX Corp	2020-04-03	director
RTN	Raytheon Co	2020-04-03	director
STT	State Street Corporation	2019-05-17	Executive Vice President
MFM	MFS Municipal Income Trust	2005-09-01	Treasurer
MMT	MFS Multimarket Income Trust	2005-09-01	Treasurer
CMU	Mfs High Yield Municipal Trust	2007-06-29	Treasurer
MGF	MFS Government Markets Income Trust	2005-09-01	Treasurer
MIN	MFS Intermediate Income Trust	2005-09-01	Treasurer
CIF	Mfs Intermediate High Income Fund	2007-06-29	Treasurer
CXE	Mfs High Income Municipal Trust	2007-06-29	Treasurer
CXH	Mfs Investment Grade Municipal Trust	2007-06-29	Treasurer
MCR	MFS Charter Income Trust	2005-09-01	Treasurer
MFV	MFS Special Value Trust	2005-09-01	Treasurer
CCA	MFS California Municipal Fund	2008-03-20	Treasurer

Tracy A Atkinson Latest Holdings Summary

Tracy A Atkinson currently owns a total of 4 stocks. Among these stocks, Tracy A Atkinson owns 18,177 shares of United States Steel Corp (X) as of February 16, 2021, with a value of $567,668 and a weighting of 31.98%. Tracy A Atkinson owns 4,376 shares of Raytheon Co (RTN) as of November 14, 2019, with a value of $511,817 and a weighting of 28.84%. Tracy A Atkinson also owns 6,880 shares of RTX Corp (RTX) as of February 18, 2022, with a value of $499,763 and a weighting of 28.16%. The other 1 stocks Affiliated Managers Group Inc (AMG) have a combined weighting of 11.03% among all his current holdings.

Latest Holdings of Tracy A Atkinson

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
X	United States Steel Corp	2021-02-16	18,177	31.23	567,668
RTN	Raytheon Co	2019-11-14	4,376	116.96	511,817
RTX	RTX Corp	2022-02-18	6,880	72.64	499,763
AMG	Affiliated Managers Group Inc	2020-09-09	1,469	133.22	195,700

Holding Weightings of Tracy A Atkinson

Tracy A Atkinson Form 4 Trading Tracker

According to the SEC Form 4 filings, Tracy A Atkinson has made a total of 1 transactions in United States Steel Corp (X) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in United States Steel Corp is the acquisition of 1,468 shares on February 16, 2021, which cost Tracy A Atkinson around $25,059.

According to the SEC Form 4 filings, Tracy A Atkinson has made a total of 1 transactions in Raytheon Co (RTN) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Raytheon Co is the sale of 500 shares on November 14, 2019, which brought Tracy A Atkinson around $107,740.

According to the SEC Form 4 filings, Tracy A Atkinson has made a total of 1 transactions in RTX Corp (RTX) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in RTX Corp is the sale of 5,340 shares on February 18, 2022, which brought Tracy A Atkinson around $499,984.

More details on Tracy A Atkinson's insider transactions can be found in the Insider Trading History of Tracy A Atkinson table.

Insider Trading History of Tracy A Atkinson

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.

Total 0

Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Tracy A Atkinson Trading Performance

GuruFocus tracks the stock performance after each of Tracy A Atkinson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Tracy A Atkinson is 40.74%. GuruFocus also compares Tracy A Atkinson's trading performance to market benchmark return within the same time period. The performance of stocks bought by Tracy A Atkinson within 3 months outperforms 2 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Tracy A Atkinson's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Tracy A Atkinson

Average Relative Return

85.4%

Average relative return per transaction

Outperforming Transactions

100%

2 out of 2 outperforming transactions.

Each transaction is measured over a period and compared to .

	1 Month	3 Months	6 Months	1 Year	2 Years	3 Years
Relative Return(%)	13.41	40.74	78.76	85.4	33.01	24.52
Relative Return to S&P 500(%)	11.88	33.65	64.88	62.4	27.32	15.05

Tracy A Atkinson Ownership Network

Ownership Network List of Tracy A Atkinson

No Data

Ownership Network Relation of Tracy A Atkinson

Tracy A Atkinson Owned Company Details

What does Affiliated Managers Group Inc do?

Affiliated Managers Group offers investment strategies to investors through its network of affiliates. The firm typically buys a majority interest in small to midsize boutique asset managers, receiving a fixed percentage of revenue from these firms in return. Affiliates operate independently, with AMG providing strategic, operational, and technology support, as well as global distribution. At the end of March 2023, AMG's affiliate network—which includes firms like AQR Capital Management, and Pantheon in alternative assets and other products (which accounted for 33% of AUM), Artemis, Genesis, Harding Loevner, and Tweedy Browne in global and emerging-market equities (29%) and Frontier, River Road, Parnassus, and Yacktman in U.S. equities (21%)—had $668.0 billion in managed assets.

Who are the key executives at Affiliated Managers Group Inc?

Tracy A Atkinson is the director of Affiliated Managers Group Inc. Other key executives at Affiliated Managers Group Inc include Head of Affiliate Investments Rizwan M Jamal , Head of Affiliate Engagement John R Erickson , and director & President and CEO Jay C. Horgen .

Affiliated Managers Group Inc (AMG) Insider Trades Summary

Over the past 18 months, Tracy A Atkinson made no insider transaction in Affiliated Managers Group Inc (AMG). Other recent insider transactions involving Affiliated Managers Group Inc (AMG) include a net purchase of 3,650 shares made by Reuben Iii Jeffery ,

In summary, during the past 3 months, insiders sold 0 shares of Affiliated Managers Group Inc (AMG) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Affiliated Managers Group Inc (AMG) were sold and 3,650 shares were bought by its insiders, resulting in a net purchase of 3,650 shares.

Affiliated Managers Group Inc (AMG)'s detailed insider trading history can be found in Insider Trading Tracker table.

Affiliated Managers Group Inc Insider Transactions

No Available Data

What does United States Steel Corp do?

United States Steel Corp operates primarily in the United States but also has a steelmaking capacity in Slovakia. The company's operating segments include North American Flat-Rolled (Flat-Rolled), Mini Mill, U. S. Steel Europe (USSE), and Tubular Products (Tubular). The Flat-Rolled segment includes U. S. Steel's integrated steel plants and equity investees in North America involved in the production of slabs, strip mill plates, sheets, and tin mill products, as well as all iron ore and coke production facilities in the United States. It primarily serves North American customers in the service center, conversion, transportation, construction, container, and appliance, and electrical markets.

Who are the key executives at United States Steel Corp?

Tracy A Atkinson is the director of United States Steel Corp. Other key executives at United States Steel Corp include SVP & Chief Financial Officer Jessica Graziano , SVP Adv. Tech. Steelmaking Daniel R Brown , and SVP & Chief Comm. Officer Kenneth E Jaycox .

United States Steel Corp (X) Insider Trades Summary

Over the past 18 months, Tracy A Atkinson made no insider transaction in United States Steel Corp (X). Other recent insider transactions involving United States Steel Corp (X) include a net sale of 99,085 shares made by Richard Fruehauf , a net sale of 64,089 shares made by Scott D Buckiso , and a net sale of 63,752 shares made by Duane D Holloway .

In summary, during the past 3 months, insiders sold 106,805 shares of United States Steel Corp (X) in total and bought 0 shares, with a net sale of 106,805 shares. During the past 18 months, 466,157 shares of United States Steel Corp (X) were sold and 2,000 shares were bought by its insiders, resulting in a net sale of 464,157 shares.

United States Steel Corp (X)'s detailed insider trading history can be found in Insider Trading Tracker table.

United States Steel Corp Insider Transactions

No Available Data

What does RTX Corp do?

RTX is a diversified aerospace and defense industrial company formed from the merger of United Technologies and Raytheon, with roughly equal exposure as a supplier to commercial aerospace manufacturers and to the defense market. The company operates in three segments: Collins Aerospace, a diversified aerospace supplier; Pratt & Whitney, an aircraft engine manufacturer; and Raytheon, a defense prime contractor providing a mix of missiles, missile defense systems, sensors, hardware, and communications technology to the military.

Who are the key executives at RTX Corp?

Tracy A Atkinson is the director of RTX Corp. Other key executives at RTX Corp include President & P&W Shane G Eddy , EVP and General Counsel Ramsaran Maharajh , and Corporate VP and Controller Amy L Johnson .

RTX Corp (RTX) Insider Trades Summary

Over the past 18 months, Tracy A Atkinson made no insider transaction in RTX Corp (RTX). Other recent insider transactions involving RTX Corp (RTX) include a net purchase of 300 shares made by Winnefeld James A Jr , a net sale of 4,260 shares made by Gregory Hayes , and a net sale of 3,622 shares made by Amy L Johnson .

In summary, during the past 3 months, insiders sold 0 shares of RTX Corp (RTX) in total and bought 100 shares, with a net purchase of 100 shares. During the past 18 months, 14,128 shares of RTX Corp (RTX) were sold and 300 shares were bought by its insiders, resulting in a net sale of 13,828 shares.

RTX Corp (RTX)'s detailed insider trading history can be found in Insider Trading Tracker table.

RTX Corp Insider Transactions

No Available Data

What does Raytheon Co do?

Raytheon is a U.S. defense contractor that posted just over $27 billion in sales during 2018. It operates through five segments: integrated defense systems, intelligence and information, missile systems, space and airborne systems, and a cybersecurity business branded Forcepoint. Sales to the U.S. government account for about 70% of consolidated revenue. Based in Waltham, Massachusetts, Raytheon employs more than 60,000 people.

Who are the key executives at Raytheon Co?

Tracy A Atkinson is the director of Raytheon Co. Other key executives at Raytheon Co include director & Chairman and CEO Thomas A Kennedy , Vice President Wesley D Kremer , and Vice President Roy Azevedo .

Raytheon Co (RTN) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Raytheon Co (RTN) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Raytheon Co (RTN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Raytheon Co (RTN)'s detailed insider trading history can be found in Insider Trading Tracker table.

Raytheon Co Insider Transactions

No Available Data

What does State Street Corporation do?

State Street is a leading provider of financial services, including investment servicing, investment management, and investment research and trading. With approximately $36.7 trillion in assets under custody and administration and $3.5 trillion assets under management as of Dec. 31, 2022, State Street operates globally in more than 100 geographic markets and employs more than 42,000 worldwide.

Who are the key executives at State Street Corporation?

Tracy A Atkinson is the Executive Vice President of State Street Corporation. Other key executives at State Street Corporation include EVP; President and CEO of SSGA Yie-hsin Hung , Executive Vice President W. Bradford Hu , and Executive Vice President Mostapha Tahiri .

State Street Corporation (STT) Insider Trades Summary

Over the past 18 months, Tracy A Atkinson made no insider transaction in State Street Corporation (STT). Other recent insider transactions involving State Street Corporation (STT) include a net sale of 4,556 shares made by Michael L Richards , a net sale of 23,785 shares made by Eric W. Aboaf , and a net sale of 8,800 shares made by Louis D Maiuri .

In summary, during the past 3 months, insiders sold 20,747 shares of State Street Corporation (STT) in total and bought 0 shares, with a net sale of 20,747 shares. During the past 18 months, 43,866 shares of State Street Corporation (STT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 43,866 shares.

State Street Corporation (STT)'s detailed insider trading history can be found in Insider Trading Tracker table.

State Street Corporation Insider Transactions

No Available Data

What does MFS Municipal Income Trust do?

MFS Municipal Income Trust is a diversified closed-end management investment company. Its investment objective is to seek high current income exempt from federal income tax, but may also consider capital appreciation. The fund invests a majority of its net assets, including assets attributable to preferred shares and borrowings for investment purposes, in municipal bonds.

Who are the key executives at MFS Municipal Income Trust?

Tracy A Atkinson is the Treasurer of MFS Municipal Income Trust. Other key executives at MFS Municipal Income Trust include other: OFFICER OF ADVISOR Linda Dougherty , other: PORTFOLIO MANAGER Michael L Dawson , and other: CHIEF COMPLIANCE OFFICER Rosa Licea-mailloux .

MFS Municipal Income Trust (MFM) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of MFS Municipal Income Trust (MFM) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of MFS Municipal Income Trust (MFM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

MFS Municipal Income Trust (MFM)'s detailed insider trading history can be found in Insider Trading Tracker table.

MFS Municipal Income Trust Insider Transactions

No Available Data

What does MFS Multimarket Income Trust do?

MFS Multimarket Income Trust is a diversified closed-end management investment company. Its investment objective is to seek high current income, but may also consider capital appreciation. The fund invests a majority of its net assets in fixed-income securities, corporate bonds of the US and foreign issuers, US Government securities, foreign government securities, mortgage-backed and other asset-backed securities of US and foreign issuers, and debt instruments of issuers located in emerging market countries. The portfolio of investments comprises of different sector investments such as aerospace, airlines, automotive, chemicals, electronics, and others.

Who are the key executives at MFS Multimarket Income Trust?

Tracy A Atkinson is the Treasurer of MFS Multimarket Income Trust. Other key executives at MFS Multimarket Income Trust include other: OFFICER OF ADVISOR Linda Dougherty , other: PORTFOLIO MANAGER Neeraj Arora , and other: PORTFOLIO MANAGER John David Mitchell .

MFS Multimarket Income Trust (MMT) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of MFS Multimarket Income Trust (MMT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of MFS Multimarket Income Trust (MMT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

MFS Multimarket Income Trust (MMT)'s detailed insider trading history can be found in Insider Trading Tracker table.

MFS Multimarket Income Trust Insider Transactions

No Available Data

What does Mfs High Yield Municipal Trust do?

Mfs High Yield Municipal Trust is a United States-based diversified, closed-end management investment company. Its investment objective is to seek high current income exempt from federal income tax. The fund invests a majority of its net assets, including assets attributable to preferred shares and borrowings for investment purposes, in tax-exempt bonds and tax-exempt notes.

Who are the key executives at Mfs High Yield Municipal Trust?

Tracy A Atkinson is the Treasurer of Mfs High Yield Municipal Trust. Other key executives at Mfs High Yield Municipal Trust include other: OFFICER OF ADVISOR Linda Dougherty , 10 percent owner Saba Capital Management, L.p. , and 10 percent owner Boaz Weinstein .

Mfs High Yield Municipal Trust (CMU) Insider Trades Summary

Over the past 18 months, Tracy A Atkinson made no insider transaction in Mfs High Yield Municipal Trust (CMU). Other recent insider transactions involving Mfs High Yield Municipal Trust (CMU) include a net purchase of 461,491 shares made by Saba Capital Management, L.p. ,

In summary, during the past 3 months, insiders sold 0 shares of Mfs High Yield Municipal Trust (CMU) in total and bought 53,724 shares, with a net purchase of 53,724 shares. During the past 18 months, 0 shares of Mfs High Yield Municipal Trust (CMU) were sold and 461,491 shares were bought by its insiders, resulting in a net purchase of 461,491 shares.

Mfs High Yield Municipal Trust (CMU)'s detailed insider trading history can be found in Insider Trading Tracker table.

Mfs High Yield Municipal Trust Insider Transactions

No Available Data

What does MFS Government Markets Income Trust do?

MFS Government Markets Income Trust is a United States-based diversified, closed-end management investment company. Its investment objective is to seek high current income. The fund invests a majority of the net assets, including borrowings for investment purposes, in U.S. and foreign government securities. The trust invests most of the assets in investment-grade debt instruments. Its portfolio of investments comprises of different sectors investment such as the automotive, chemicals, computer software, consumer products, insurance, and other sectors.

Who are the key executives at MFS Government Markets Income Trust?

Tracy A Atkinson is the Treasurer of MFS Government Markets Income Trust. Other key executives at MFS Government Markets Income Trust include other: OFFICER OF ADVISOR Linda Dougherty , other: PORTFOLIO MANAGER Jake Stone , and other: CHIEF COMPLIANCE OFFICER Rosa Licea-mailloux .

MFS Government Markets Income Trust (MGF) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of MFS Government Markets Income Trust (MGF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of MFS Government Markets Income Trust (MGF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

MFS Government Markets Income Trust (MGF)'s detailed insider trading history can be found in Insider Trading Tracker table.

MFS Government Markets Income Trust Insider Transactions

No Available Data

What does MFS Intermediate Income Trust do?

MFS Intermediate Income Trust is a diversified closed-end management investment company. The fund's investment objective is to seek high current income but may also consider capital appreciation. It invests the assets primarily in debt instruments. Its portfolio of investments comprises of different sector investments such as the automotive, chemicals, energy, food and beverages, insurance, and other sectors.

Who are the key executives at MFS Intermediate Income Trust?

Tracy A Atkinson is the Treasurer of MFS Intermediate Income Trust. Other key executives at MFS Intermediate Income Trust include other: OFFICER OF ADVISOR Linda Dougherty , other: PORTFOLIO MANAGER Jake Stone , and other: CHIEF COMPLIANCE OFFICER Rosa Licea-mailloux .

MFS Intermediate Income Trust (MIN) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of MFS Intermediate Income Trust (MIN) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of MFS Intermediate Income Trust (MIN) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

MFS Intermediate Income Trust (MIN)'s detailed insider trading history can be found in Insider Trading Tracker table.

MFS Intermediate Income Trust Insider Transactions

No Available Data

What does Mfs Intermediate High Income Fund do?

Mfs Intermediate High Income Fund is a United States based diversified closed-end management investment company. Its investment objective is to seek high current income but may also consider capital appreciation. The fund invests a majority of its net assets, including borrowings for investment purposes, in high-income debt instruments. Its portfolio of investments includes investment in different sectors such as aerospace, automotive, broadcasting, building, business services, cable TV, chemicals, construction, and other sectors.

Who are the key executives at Mfs Intermediate High Income Fund?

Tracy A Atkinson is the Treasurer of Mfs Intermediate High Income Fund. Other key executives at Mfs Intermediate High Income Fund include other: OFFICER OF ADVISOR Linda Dougherty , other: CHIEF COMPLIANCE OFFICER Rosa Licea-mailloux , and other: OFFICER OF ADVISOR Jacques Jr Goulet .

Mfs Intermediate High Income Fund (CIF) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Mfs Intermediate High Income Fund (CIF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Mfs Intermediate High Income Fund (CIF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Mfs Intermediate High Income Fund (CIF)'s detailed insider trading history can be found in Insider Trading Tracker table.

Mfs Intermediate High Income Fund Insider Transactions

No Available Data

What does Mfs High Income Municipal Trust do?

Mfs High Income Municipal Trust is a United States-based diversified closed-end management investment company. Its investment objective is to seek high current income exempt from federal income tax. The fund invests a majority of its net assets, including assets attributable to preferred shares and borrowings for investment purposes, in tax-exempt bonds and tax-exempt notes.

Who are the key executives at Mfs High Income Municipal Trust?

Tracy A Atkinson is the Treasurer of Mfs High Income Municipal Trust. Other key executives at Mfs High Income Municipal Trust include other: OFFICER OF ADVISOR Linda Dougherty , 10 percent owner Jpmorgan Chase Bank, N.a. , and other: PORTFOLIO MANAGER Michael L Dawson .

Mfs High Income Municipal Trust (CXE) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Mfs High Income Municipal Trust (CXE) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Mfs High Income Municipal Trust (CXE) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Mfs High Income Municipal Trust (CXE)'s detailed insider trading history can be found in Insider Trading Tracker table.

Mfs High Income Municipal Trust Insider Transactions

No Available Data

What does Mfs Investment Grade Municipal Trust do?

Mfs Investment Grade Municipal Trust is a United States-based diversified closed-end management investment company. Its investment objective is to seek high current income exempt from federal income tax, but may also consider capital appreciation. The fund invests a majority of its net assets, including assets attributable to preferred shares and borrowing for investment purposes, in tax-exempt bonds and tax-exempt notes.

Who are the key executives at Mfs Investment Grade Municipal Trust?

Tracy A Atkinson is the Treasurer of Mfs Investment Grade Municipal Trust. Other key executives at Mfs Investment Grade Municipal Trust include other: OFFICER OF ADVISOR Linda Dougherty , 10 percent owner Saba Capital Management, L.p. , and 10 percent owner Boaz Weinstein .

Mfs Investment Grade Municipal Trust (CXH) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Mfs Investment Grade Municipal Trust (CXH) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Mfs Investment Grade Municipal Trust (CXH) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Mfs Investment Grade Municipal Trust (CXH)'s detailed insider trading history can be found in Insider Trading Tracker table.

Mfs Investment Grade Municipal Trust Insider Transactions

No Available Data

What does MFS Charter Income Trust do?

MFS Charter Income Trust is a United States-based closed-end fund. Its investment objective is to seek high current income. The fund invests the assets in debt instruments. It invests the assets in corporate bonds of U.S. and foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed and other asset-backed securities of U.S. and foreign issuers, and debt instruments of issuers located in emerging market countries. The portfolio of investments comprises different sectors investment such as aerospace, airlines, automotive, building, business services, chemicals, electronics, and other sectors.

Who are the key executives at MFS Charter Income Trust?

Tracy A Atkinson is the Treasurer of MFS Charter Income Trust. Other key executives at MFS Charter Income Trust include other: OFFICER OF ADVISOR Linda Dougherty , other: PORTFOLIO MANAGER Neeraj Arora , and other: PORTFOLIO MANAGER John David Mitchell .

MFS Charter Income Trust (MCR) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of MFS Charter Income Trust (MCR) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of MFS Charter Income Trust (MCR) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

MFS Charter Income Trust (MCR)'s detailed insider trading history can be found in Insider Trading Tracker table.

MFS Charter Income Trust Insider Transactions

No Available Data

What does MFS Special Value Trust do?

MFS Special Value Trust is a diversified closed-end management investment company. Its investment objective is to seek high current income but may also consider capital appreciation. The majority of the fund's assets are invested in debt instruments, including below-investment-grade quality debt instruments. In addition, a portion of the fund's assets is invested in equity securities. Its portfolio of investments comprises investments in different sectors such as aerospace, broadcasting, business services, conglomerates, major banks, insurance, and other sectors.

Who are the key executives at MFS Special Value Trust?

Tracy A Atkinson is the Treasurer of MFS Special Value Trust. Other key executives at MFS Special Value Trust include other: OFFICER OF ADVISOR Linda Dougherty , other: CHIEF COMPLIANCE OFFICER Rosa Licea-mailloux , and other: OFFICER OF ADVISOR Melissa Kennedy .

MFS Special Value Trust (MFV) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of MFS Special Value Trust (MFV) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of MFS Special Value Trust (MFV) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

MFS Special Value Trust (MFV)'s detailed insider trading history can be found in Insider Trading Tracker table.

MFS Special Value Trust Insider Transactions

No Available Data

What does MFS California Municipal Fund do?

MFS California Municipal Fund is a closed-end fund. The fund's investment objective is to seek high current income exempt from federal income tax and California personal income tax as well as capital appreciation. It offers a dividend reinvestment and cash purchase plan that allows common shareholders to reinvest either all the distributions paid by the fund or only the long-term capital gains. The fund invests majority of its net assets, including assets attributable to preferred shares and borrowings for investment purposes, in debt securities the interest on which in the opinion of issuer counsel is exempt from federal regular income tax and California personal income tax. It invests the fund's assets primarily in municipal instruments.

Who are the key executives at MFS California Municipal Fund?

Tracy A Atkinson is the Treasurer of MFS California Municipal Fund. Other key executives at MFS California Municipal Fund include other: OFFICER OF THE ADVISOR Jacques Jr Goulet , 10 percent owner Saba Capital Management, L.p. , and 10 percent owner Boaz Weinstein .

MFS California Municipal Fund (CCA) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of MFS California Municipal Fund (CCA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of MFS California Municipal Fund (CCA) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

MFS California Municipal Fund (CCA)'s detailed insider trading history can be found in Insider Trading Tracker table.

MFS California Municipal Fund Insider Transactions

No Available Data

Tracy A Atkinson Mailing Address

Above is the net worth, insider trading, and ownership report for Tracy A Atkinson. You might contact Tracy A Atkinson via mailing address: Mfs Investment Management, 500 Boylston St., Boston Ma 02116.

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