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Maryanne L Roepke

CIK 1605696 · last filed 2023-05-30

Maryanne L Roepke is a corporate insider who has filed 6 SEC Form 4 insider transactions across 5 companies since 2014. The most recent filing shows the insider bought $17.5M of MFM on May 30, 2023. Across all open-market trades the lifetime net is −$17.4M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.1K across reported positions.

"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

$1.1K

Companies

5

Total Filings

6

Lifetime Open-Market Net

-$17.40M

Filer Profile

Reported Address
MFS INVESTMENT MANAGEMENT
111 HUNTINGTON AVENUE
BOSTON, MA 01760
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

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
MFM Director 0 $5.28 $0 -$17.45M 2 2023-05-30
MFS SPECIAL VALUE TRUST (MFV) Delisted Director 1,553 $4.41 $6.8K $12.0K 1 2014-07-24
MIN Director 452 $2.41 $1.1K $12.0K 1 2014-07-24
MFS INTERMARKET INCOME TRUST I (CMK) Delisted Director 1,100 — — $12.1K 1 2014-07-24
MFS CHARTER INCOME TRUST (MCR) Delisted Director 1,311 $5.94 $7.8K $12.0K 1 2014-07-24

Recent Filings

6 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
2023-05-30 MFM Buy (P) −1,862 -$17.47M EDGAR
2014-07-24 MFS SPECIAL VALUE TRUST (MFV) Delisted Buy (P) +1,553 $12.0K EDGAR
2014-07-24 MFM Buy (P) +1,862 $12.1K EDGAR
2014-07-24 MIN Buy (P) +2,252 $12.0K EDGAR
2014-07-24 MFS INTERMARKET INCOME TRUST I (CMK) Delisted Buy (P) +1,430 $12.1K EDGAR
2014-07-24 MFS CHARTER INCOME TRUST (MCR) Delisted Buy (P) +1,311 $12.0K 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.