Latest filings (excl ownership)
25-NSE
Exchange delisting
29 Apr 24
N-CEN
Annual report (registered investment company)
11 Jan 24
N-CSR
Certified annual shareholder report (management investment company)
21 Dec 23
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)
26 Jun 23
N-CEN
Annual report (registered investment company)
11 Jan 23
N-CSR
Certified annual shareholder report (management investment company)
22 Dec 22
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)
28 Jun 22
N-CEN
Annual report (registered investment company)
11 Jan 22
N-CSR
Certified annual shareholder report (management investment company)
28 Dec 21
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 Jun 21
N-CEN
Annual report (registered investment company)
12 Jan 21
N-CSR
Certified annual shareholder report (management investment company)
22 Dec 20
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)
25 Jun 20
CORRESP
Correspondence with SEC
29 Jan 20
N-CEN
Annual report (registered investment company)
14 Jan 20
N-CSR
Certified annual shareholder report (management investment company)
20 Dec 19
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)
21 Jun 19
N-CEN/A
Annual report (registered investment company) (amended)
15 Feb 19
N-CEN
Annual report (registered investment company)
14 Jan 19
N-CSR
Certified annual shareholder report (management investment company)
20 Dec 18
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)
21 Jun 18
N-CSR
Certified annual shareholder report (management investment company)
28 Dec 17
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)
28 Jun 17
CORRESP
Correspondence with SEC
6 Apr 17
N-CSR
Certified annual shareholder report (management investment company)
28 Dec 16
N-PX
Annual report of proxy voting record
29 Aug 16
Latest ownership filings
NPORT-P
MFS Special Value Trust (Jan 2024 report)
26 Mar 24
NPORT-P
MFS Special Value Trust (Oct 2023 report)
26 Dec 23
NPORT-P
MFS Special Value Trust (Jul 2023 report)
25 Sep 23
3
LINDA DOUGHERTY
6 Sep 23
NPORT-P
MFS Special Value Trust (Apr 2023 report)
26 Jun 23
NPORT-P
MFS Special Value Trust (Jan 2023 report)
27 Mar 23
NPORT-P
MFS Special Value Trust (Oct 2022 report)
23 Dec 22
4
THOMAS H CONNORS
25 Oct 22
NPORT-P
MFS Special Value Trust (Jul 2022 report)
26 Sep 22
4
ROBERT J MANNING
6 Sep 22
4
MARTIN J WOLIN
31 Aug 22
NPORT-P
MFS Special Value Trust (Apr 2022 report)
23 Jun 22
4
Kevin Beatty
19 Apr 22
NPORT-P
MFS Special Value Trust (Jan 2022 report)
25 Mar 22
3
ROSA LICEA-MAILLOUX
10 Mar 22
4
ROBIN A STELMACH
15 Feb 22
4
JACQUES GOULET JR
4 Jan 22
4
Stephen Clarkson Peacher
23 Dec 21
NPORT-P
MFS Special Value Trust (Oct 2021 report)
23 Dec 21
4
David A Antonelli
22 Oct 21
NPORT-P
MFS Special Value Trust (Jul 2021 report)
23 Sep 21
3
MANJIT SINGH
25 Jun 21
NPORT-P
MFS Special Value Trust (Apr 2021 report)
23 Jun 21
NPORT-P
MFS Special Value Trust (Jan 2021 report)
26 Mar 21
NPORT-P
MFS Special Value Trust (Oct 2020 report)
23 Dec 20
NPORT-P
MFS Special Value Trust (Jul 2020 report)
23 Sep 20
4/A
Michael Hegarty
26 Aug 20
4
Michael Hegarty
25 Aug 20
NPORT-P
MFS Special Value Trust (Apr 2020 report)
23 Jun 20
NPORT-P
MFS Special Value Trust (Jan 2020 report)
25 Mar 20
3
MELISSA KENNEDY
6 Feb 20
3
JACQUES GOULET JR
6 Feb 20
4
Frank L Tarantino
15 Jan 20
3
KATHERINE CANNAN
8 Jan 20
NPORT-P
MFS Special Value Trust (Oct 2019 report)
20 Dec 19
3
CAROL W. GEREMIA
5 Feb 19
3
PETER DARRELL JONES
10 Jan 19
3
EDWARD M. MALONEY
10 Jan 19
3
JAMES W. KILMAN
8 Jan 19
4
DAVID H GUNNING
28 Jun 18