List of insiders holdings for MFS SPECIAL VALUE TRUST:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Insider Holder Name | Report Date Time | Shares Owned Directly Indirectly | Total Shares Owned | Filing |
Roepke Maryanne L Director | 2014-07-24 11:08:26 | 1553 0 | 1553 | Form 4 |
FORD GOLDFARB MAUREEN R Director | 2010-07-20 10:53:52 | 1375 0 | 1375 | Form 4 |
Bogart Thomas A Officer of Advisor | 2014-12-24 10:21:54 | 0 0 | 0 | Form 4 |
Butler Robert Ellsworth Director | 2017-06-21 15:06:40 | 0 0 | 0 | Form 4 |
Uek Robert W Director | 2017-06-21 13:38:21 | 0 0 | 0 | Form 4 |
GUTOW WILLIAM R Director | 2017-06-21 11:39:52 | 0 0 | 0 | Form 4 |
Strain Kevin D Officer of Advisor | 2017-06-16 11:50:27 | 0 0 | 0 | Form 3 |
Collins Kristin V Assistant Secretary | 2017-06-15 13:59:06 | 0 0 | 0 | Form 4 |
CAROSELLI JOHN A Director | 2017-03-29 10:37:52 | 0 0 | 0 | Form 3 |
OTIS CLARENCE JR Director | 2017-03-24 09:37:48 | 0 0 | 0 | Form 3 |
Hardin Heidi Secretary | 2017-03-10 10:49:50 | 0 0 | 0 | Form 3 |
Bohane Christopher R. Assistant Secretary | 2016-12-27 13:27:28 | 0 0 | 0 | Form 3 |
NEWTON SUSAN S Assistant Secretary | 2016-04-19 16:15:41 | 0 0 | 0 | Form 4 |
Fagan Timothy M Officer of Adviser | 2015-12-01 09:22:33 | 0 0 | 0 | Form 4 |
Polebaum Mark N Secretary | 2017-11-30 10:44:22 | 0 0 | 0 | Form 4 |
SHERRATT J DALE Director | 2014-06-13 10:25:48 | 0 0 | 0 | Form 4 |
Buller Steven E Director | 2014-02-20 15:31:56 | 0 0 | 0 | Form 3 |
Connor Dean A MFS Director Director | 2013-04-30 14:14:54 | 0 0 | 0 | Form 4 |
MOYNIHAN ELLEN Assistant Treasurer | 2013-01-18 14:23:19 | 0 0 | 0 | Form 4 |
ADDEO JOHN Portfolio Manager | 2012-12-10 11:34:54 | 0 0 | 0 | Form 4 |
RYAN MATHEW Portfolio Manager | 2012-12-05 11:05:43 | 0 0 | 0 | Form 3 |
Brown Ward Portfolio Manager | 2012-12-05 10:24:54 | 0 0 | 0 | Form 3 |
Taylor Brooks Portfolio Manager | 2012-07-12 15:01:24 | 0 0 | 0 | Form 4 |
DWYER MARIA F President of the Funds | 2012-07-06 17:02:53 | 0 0 | 0 | Form 4 |
Hegarty Michael Director | 2020-08-26 10:48:18 | 0 0 | 0 | Form 4/A |
DOUGHERTY LINDA OFFICER OF ADVISOR | 2023-09-06 12:40:52 | 0 0 | 0 | Form 3 |
CONNORS THOMAS H ASSISTANT SECRETARY | 2022-10-25 11:30:00 | 0 0 | 0 | Form 4 |
MANNING ROBERT J Director | 2022-09-06 08:55:17 | 0 0 | 0 | Form 4 |
WOLIN MARTIN J CHIEF COMPLIANCE OFFICER | 2022-08-31 11:09:36 | 0 0 | 0 | Form 4 |
Beatty Kevin ADVISOR OFFICER | 2022-04-19 09:38:31 | 0 0 | 0 | Form 4 |
LICEA-MAILLOUX ROSA CHIEF COMPLIANCE OFFICER | 2022-03-10 14:51:34 | 0 0 | 0 | Form 3 |
STELMACH ROBIN A Director | 2022-02-15 16:27:45 | 0 0 | 0 | Form 4 |
GOULET JACQUES JR OFFICER OF THE ADVISOR | 2022-01-04 11:16:29 | 0 0 | 0 | Form 4 |
Peacher Stephen Clarkson OFFICER Of THE ADVISOR | 2021-12-23 10:07:57 | 0 0 | 0 | Form 4 |
Antonelli David A Officer of the Advisor | 2021-10-22 15:55:03 | 0 0 | 0 | Form 4 |
SINGH MANJIT Director | 2021-06-25 14:32:09 | 0 0 | 0 | Form 3 |
BEAULIEU MARTIN MFS Director Director | 2012-04-03 15:11:22 | 0 0 | 0 | Form 4 |
KENNEDY MELISSA OFFICER OF ADVISOR | 2020-02-06 17:16:51 | 0 0 | 0 | Form 3 |
Tarantino Frank L INDEPENDENT SENIOR OFFICER | 2020-01-15 12:24:43 | 0 0 | 0 | Form 4 |
CANNAN KATHERINE PORTFOLIO MANAGER | 2020-01-08 11:04:03 | 0 0 | 0 | Form 3 |
GEREMIA CAROL W. PRESIDENT | 2019-02-05 14:06:17 | 0 0 | 0 | Form 3 |
JONES PETER DARRELL Director | 2019-01-10 17:22:06 | 0 0 | 0 | Form 3 |
MALONEY EDWARD M. Officer of Advisor | 2019-01-10 14:54:40 | 0 0 | 0 | Form 3 |
KILMAN JAMES W. Director | 2019-01-08 13:24:55 | 0 0 | 0 | Form 3 |
GUNNING DAVID H Director | 2018-06-28 10:51:33 | 0 0 | 0 | Form 4 |
Skatrud Michael Portfolio Manager | 2018-03-02 09:53:00 | 0 0 | 0 | Form 3 |
Freyne Colm J Officer of Advisor | 2017-12-11 13:38:18 | 0 0 | 0 | Form 4 |
SCOTT WILLIAM W JR Director of MFS Director | 2004-11-01 15:12:33 | 0 0 | 0 | Form 4 |
FLAHERTY JOSEPH MFS F.I. - Dir. Quant. Res. | 2005-12-14 16:13:35 | 0 0 | 0 | Form 3 |
SWANSON JAMES T Portfolio Manager | 2005-12-14 15:23:29 | 0 0 | 0 | Form 4 |
SMITH ELAINE R Director | 2005-12-14 15:07:20 | 0 0 | 0 | Form 4 |
DesMarais James F Asst. Sec. and Asst. Clerk | 2005-12-02 12:16:18 | 0 0 | 0 | Form 4 |
HISEY RICHARD M Treasurer | 2005-11-21 11:21:05 | 0 0 | 0 | Form 4 |
STINSON WILLIAM W Retired Director of MFS | 2005-11-02 16:40:55 | 0 0 | 0 | Form 4 |
BORDWICK JAMES R JR Asst. Sec. and Asst. Clerk | 2005-10-17 12:06:55 | 0 0 | 0 | Form 4 |
POORVU WILLIAM J Director | 2005-06-30 10:46:44 | 0 0 | 0 | Form 4 |
FLAHERTY ROBERT R Assistant Treasurer | 2005-06-30 10:26:47 | 0 0 | 0 | Form 4 |
THOMSEN LAURIE J Director | 2004-12-21 16:25:10 | 0 0 | 0 | Form 3 |
SCHMALENSEE RICHARD L Former Director of MFS Director | 2004-11-12 18:03:45 | 0 0 | 0 | Form 4 |
DE SISTO STEPHANIE Assistant Treasurer | 2006-06-02 10:39:13 | 0 0 | 0 | Form 4 |
SMITH WARD Director | 2004-10-29 11:23:07 | 0 0 | 0 | Form 4 |
CAVAN STEPHEN E Secretary and Clerk of Trust | 2004-09-17 16:20:27 | 0 0 | 0 | Form 4 |
SHAMES JEFFREY L Director | 2004-08-13 16:02:10 | 0 0 | 0 | Form 4 |
PARKE KEVIN R Director | 2004-08-06 10:34:44 | 0 0 | 0 | Form 4 |
BALLEN JOHN W Director | 2004-08-06 09:47:10 | 0 0 | 0 | Form 4 |
ONEILL ABBY M Director | 2004-06-30 15:52:15 | 0 0 | 0 | Form 4 |
Osborne Ronald W MFS Director Director | 2004-05-20 17:59:45 | 0 0 | 0 | Form 3 |
OBRIEN WILLIAM K MFS Director Director | 2004-05-18 15:02:29 | 0 0 | 0 | Form 3 |
CARP JEFFREY N SVP & General Counsel | 2004-04-22 11:50:30 | 0 0 | 0 | Form 3 |
RUSSO JOSEPH W DELLO Director | 2003-11-14 12:20:45 | 0 0 | 0 | Form 4 |
PERERA LAWRENCE T Director | 2009-07-01 14:44:47 | 0 0 | 0 | Form 4 |
GIBBONS SIR J DAVID Director | 2003-07-30 09:51:35 | 0 0 | 0 | Form 4 |
MYKRANTZ DONALD M Advisor Officer | 2012-03-01 10:21:24 | 0 0 | 0 | Form 4 |
Chitkara Nevin P Portfolio Manager | 2012-01-13 09:22:08 | 0 0 | 0 | Form 3 |
DiLorenzo David L Treasurer | 2012-01-03 14:07:07 | 0 0 | 0 | Form 3 |
Marston Joshua P. Advisor Officer | 2011-09-02 11:30:13 | 0 0 | 0 | Form 3 |
Adams William Advisor Officer | 2011-09-01 10:41:38 | 0 0 | 0 | Form 3 |
COHN LAWRENCE H Director | 2011-06-30 11:10:34 | 0 0 | 0 | Form 4 |
STEWART DONALD A MFS Director Director | 2011-06-02 14:52:49 | 0 0 | 0 | Form 4 |
BOSCIA JON A MFS Director Director | 2011-06-02 11:10:29 | 0 0 | 0 | Form 4 |
Dougherty Kevin MFS Director Director | 2010-09-09 13:20:17 | 0 0 | 0 | Form 4 |
IVES J ATWOOD Director | 2010-06-29 15:09:19 | 0 0 | 0 | Form 4 |
POZEN ROBERT C Director | 2012-07-05 16:01:46 | 0 0 | 0 | Form 4 |
Kirwan Paul T Officer of the Advisor | 2009-07-01 10:45:16 | 0 0 | 0 | Form 4 |
KANWAL AMRIT Officer of the Advisor | 2009-04-27 11:43:01 | 0 0 | 0 | Form 3 |
KAVANAUGH JOHN P Director | 2009-01-07 10:02:12 | 0 0 | 0 | Form 3 |
CORCORAN JOHN M Treasurer | 2008-10-23 11:10:00 | 0 0 | 0 | Form 3 |
Enright Kenneth J Portfolio Manager | 2008-09-29 10:48:06 | 0 0 | 0 | Form 4 |
Atkinson Tracy A Treasurer | 2008-09-22 12:05:26 | 0 0 | 0 | Form 4 |
RICHARDS SCOTT B Portfolio Manager | 2007-04-09 10:41:33 | 0 0 | 0 | Form 4/A |
Cole David P. Portfolio Manager | 2006-12-20 10:28:18 | 0 0 | 0 | Form 3 |
Hourihan Brian T Assistant Secretary | 2006-09-25 12:16:16 | 0 0 | 0 | Form 4 |
LANE AMY B Director | 2006-08-22 11:04:44 | 0 0 | 0 | Form 4 |