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J DALE SHERRATT

CIK 1244206 · last filed 2012-12-21

J DALE SHERRATT is a corporate insider who has filed 3 SEC Form 4 insider transactions across 2 companies since 2011. The most recent filing shows the insider bought $25.4K of MCR on Dec 21, 2012. Across all open-market trades the lifetime net is −$158.3K, making them a net seller over the disclosed history.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$0

Companies

2

Total Filings

3

Lifetime Open-Market Net

-$158.3K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
MFS CHARTER INCOME TRUST (MCR) Delisted Director 4,814 $5.94 $28.6K -$89.9K 2 2012-12-21
MFS SPECIAL VALUE TRUST (MFV) Delisted Director 6,314 $4.41 $27.8K -$68.4K 1 2011-02-07

Recent Filings

3 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2012-12-21 MFS CHARTER INCOME TRUST (MCR) Delisted Buy (P) −2,500 -$25.4K EDGAR
2011-02-07 MFS SPECIAL VALUE TRUST (MFV) Delisted Buy (P) −9,000 -$68.4K EDGAR
2011-02-04 MFS CHARTER INCOME TRUST (MCR) Delisted Buy (P) −7,000 -$64.5K EDGAR
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.