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Filing ID: 2644221
PDF: https://cal-access.sos.ca.gov/PDFGen/pdfgen.prg?filingid=2644221&amendid=2
Table: cvr2_lobby_disclosure
| amend_id |
| 0 |
| 0 |
| 0 |
| 0 |
| 1 |
| 1 |
| 1 |
| 1 |
| 2 |
| 2 |
| 2 |
| 2 |
| entity_cd |
| EMP |
| EMP |
| EMP |
| EMP |
| EMP |
| EMP |
| EMP |
| EMP |
| EMP |
| EMP |
| EMP |
| EMP |
| entity_id |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| enty_namf |
| Karen |
| Carolyn |
| Edmund |
| Kimberly |
| Karen |
| Carolyn |
| Edmund |
| Kimberly |
| Karen |
| Carolyn |
| Edmund |
| Kimberly |
| enty_naml |
| Gray |
| Lucey |
| Grant |
| Hyland |
| Gray |
| Lucey |
| Grant |
| Hyland |
| Gray |
| Lucey |
| Grant |
| Hyland |
| enty_nams |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| enty_namt |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| enty_title |
| Director |
| Director |
| Director |
| Director |
| Director |
| Director |
| Director |
| Director |
| Director |
| Director |
| Director |
| Director |
| filing_id |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| form_type |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| line_item |
| 1 |
| 2 |
| 3 |
| 4 |
| 1 |
| 2 |
| 3 |
| 4 |
| 1 |
| 2 |
| 3 |
| 4 |
| rec_type |
| CVR2 |
| CVR2 |
| CVR2 |
| CVR2 |
| CVR2 |
| CVR2 |
| CVR2 |
| CVR2 |
| CVR2 |
| CVR2 |
| CVR2 |
| CVR2 |
| tran_id |
| 1 |
| 2 |
| 3 |
| 4 |
| 1 |
| 2 |
| 3 |
| 4 |
| 1 |
| 2 |
| 3 |
| 4 |
|
Table: cvr_lobby_disclosure
| filing_id |
| 2644221 |
| 2644221 |
| 2644221 |
| amend_id |
| 0 |
| 1 |
| 2 |
| rec_type |
| CVR |
| CVR |
| CVR |
| form_type |
| F635 |
| F635 |
| F635 |
| sender_id |
| 1346406 |
| 1346406 |
| 1346406 |
| filer_id |
| 1346406 |
| 1346406 |
| 1346406 |
| entity_cd |
| LEM |
| LEM |
| LEM |
| filer_naml |
| MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC. |
| MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC. |
| MFS INSTITUTIONAL ADVISORS, INC. AND ITS AFFILIATE MFS FUND DISTRIBUTORS, INC. |
| filer_namf |
| None |
| None |
| None |
| filer_namt |
| None |
| None |
| None |
| filer_nams |
| None |
| None |
| None |
| report_num |
| 000 |
| 001 |
| 002 |
| rpt_date |
| 2022-01-31 00:00:00 |
| 2022-10-31 00:00:00 |
| 2022-11-11 00:00:00 |
| from_date |
| 2021-10-01 00:00:00 |
| 2021-10-01 00:00:00 |
| 2021-10-01 00:00:00 |
| thru_date |
| 2021-12-31 00:00:00 |
| 2021-12-31 00:00:00 |
| 2021-12-31 00:00:00 |
| cum_beg_dt |
| 2019-01-01 00:00:00 |
| 2021-01-01 00:00:00 |
| 2021-01-01 00:00:00 |
| firm_id |
| None |
| None |
| None |
| firm_name |
| None |
| None |
| None |
| firm_city |
| BOSTON |
| BOSTON |
| BOSTON |
| firm_st |
| MA |
| MA |
| MA |
| firm_zip4 |
| 02199 |
| 02199 |
| 02199 |
| firm_phon |
| 6179545000 |
| 6179545000 |
| 6179545000 |
| mail_city |
| None |
| None |
| None |
| mail_st |
| None |
| None |
| None |
| mail_zip4 |
| None |
| None |
| None |
| mail_phon |
| None |
| None |
| None |
| sig_date |
| 2022-01-31 00:00:00 |
| 2022-10-31 00:00:00 |
| 2022-11-11 00:00:00 |
| sig_loc |
| Boston, MA |
| Boston, MA |
| Boston, MA |
| sig_naml |
| Governor |
| Governor |
| Hunt |
| sig_namf |
| Jill |
| Jill |
| Michael |
| sig_namt |
| None |
| None |
| None |
| sig_nams |
| None |
| None |
| None |
| prn_naml |
| Governor |
| Governor |
| Hunt |
| prn_namf |
| Jill |
| Jill |
| Michael |
| prn_namt |
| None |
| None |
| None |
| prn_nams |
| None |
| None |
| None |
| sig_title |
| Analyst |
| Analyst |
| Director, Compliance |
| nopart1_cb |
| None |
| None |
| None |
| nopart2_cb |
| None |
| None |
| None |
| part1_1_cb |
| None |
| None |
| None |
| part1_2_cb |
| None |
| None |
| None |
| ctrib_n_cb |
| X |
| X |
| X |
| ctrib_y_cb |
| None |
| None |
| None |
| lby_actvty |
| Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan. |
| Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan. |
| Marketing of commingled vehicles and separate account investment advisory services to CalPERS, CalSTRS, and the University of California Retirement Plan. |
| lobby_n_cb |
| None |
| None |
| None |
| lobby_y_cb |
| None |
| None |
| None |
| major_naml |
| None |
| None |
| None |
| major_namf |
| None |
| None |
| None |
| major_namt |
| None |
| None |
| None |
| major_nams |
| None |
| None |
| None |
| rcpcmte_nm |
| None |
| None |
| None |
| rcpcmte_id |
| None |
| None |
| None |
|
Table: f690p2
| filing_id |
| 2644221 |
| 2644221 |
| amend_id |
| 1 |
| 2 |
| line_item |
| 1 |
| 1 |
| rec_type |
| F690 |
| F690 |
| form_type |
| F635 |
| F635 |
| exec_date |
| 2022-01-31 00:00:00 |
| 2022-01-31 00:00:00 |
| from_date |
| 2021-10-01 00:00:00 |
| 2022-10-01 00:00:00 |
| thru_date |
| 2021-12-31 00:00:00 |
| 2022-12-31 00:00:00 |
| chg_parts |
| Cumulative period beginning |
| III |
| chg_sects |
| All |
| Cumulative totals |
| amend_txt1 |
| Correcting cumulative period date to 1/1/21 from 1/1/19 |
| Corrected cumulative totals; date original report was executed; verification contact |
|
Table: filer_filings
| filer_id |
| 1346406 |
| 1346406 |
| 1346406 |
| filing_id |
| 2644221 |
| 2644221 |
| 2644221 |
| period_id |
| 248 |
| 248 |
| 248 |
| form_id |
| F635 |
| F635 |
| F635 |
| filing_sequence |
| 0 |
| 2 |
| 1 |
| filing_date |
| 2022-01-31 00:00:00 |
| 2022-11-11 00:00:00 |
| 2022-10-31 00:00:00 |
| stmnt_type |
| 10001 |
| 10002 |
| 10002 |
| stmnt_status |
| 11001 |
| 11003 |
| 11003 |
| session_id |
| 2021 |
| 2021 |
| 2021 |
| user_id |
| RATTIYEH |
| CAFILER |
| CAFILER |
| special_audit |
| 11003 |
| 11003 |
| 11003 |
| fine_audit |
| 11001 |
| 11003 |
| 11003 |
| rpt_start |
| 2021-10-01 00:00:00 |
| 2021-10-01 00:00:00 |
| 2021-10-01 00:00:00 |
| rpt_end |
| 2021-12-31 00:00:00 |
| 2021-12-31 00:00:00 |
| 2021-12-31 00:00:00 |
| rpt_date |
| None |
| None |
| None |
| filing_type |
| 22006 |
| 22006 |
| 22006 |
|
Table: filings
| filing_id |
| 2644221 |
| filing_type |
| 22001 |
|
Table: hdr
| filing_id |
| 2644221 |
| 2644221 |
| 2644221 |
| amend_id |
| 0 |
| 1 |
| 2 |
| rec_type |
| HDR |
| HDR |
| HDR |
| ef_type |
| CAL |
| CAL |
| CAL |
| state_cd |
| CA |
| CA |
| CA |
| cal_ver |
| 2.01 |
| 2.01 |
| 2.01 |
| soft_name |
| CAL-ACCESS OBJECT MODEL |
| CAL-ACCESS OBJECT MODEL |
| CAL-ACCESS OBJECT MODEL |
| soft_ver |
| 1.00 |
| 1.00 |
| 1.00 |
| hdrcomment |
| None |
| None |
| None |
|
Table: smry
| filing_id |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| 2644221 |
| amend_id |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 1 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| 2 |
| line_item |
| A |
| B |
| C |
| D |
| ABCD |
| E |
| 1 |
| 2 |
| 0 |
| 0 |
| 1 |
| 2 |
| 3 |
| 0 |
| 1 |
| 2 |
| 3 |
| 4 |
| 5 |
| A |
| B |
| C |
| D |
| ABCD |
| E |
| 1 |
| 2 |
| 0 |
| 0 |
| 1 |
| 2 |
| 3 |
| 0 |
| 1 |
| 2 |
| 3 |
| 4 |
| 5 |
| A |
| B |
| C |
| D |
| ABCD |
| E |
| 1 |
| 2 |
| 0 |
| 0 |
| 1 |
| 2 |
| 3 |
| 0 |
| 1 |
| 2 |
| 3 |
| 4 |
| 5 |
| rec_type |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| SMRY |
| form_type |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635P3A |
| F635P3A |
| F635P3B |
| F635P3C |
| F635P3D |
| F635P3D |
| F635P3D |
| F635P3E |
| S640 |
| S640 |
| S640 |
| S640 |
| S640 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635P3A |
| F635P3A |
| F635P3B |
| F635P3C |
| F635P3D |
| F635P3D |
| F635P3D |
| F635P3E |
| S640 |
| S640 |
| S640 |
| S640 |
| S640 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635 |
| F635P3A |
| F635P3A |
| F635P3B |
| F635P3C |
| F635P3D |
| F635P3D |
| F635P3D |
| F635P3E |
| S640 |
| S640 |
| S640 |
| S640 |
| S640 |
| amount_a |
| 934 |
| 0 |
| 0 |
| 0 |
| 934 |
| 0 |
| 934 |
| 1869 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 934 |
| 0 |
| 0 |
| 0 |
| 934 |
| 0 |
| 934 |
| 1869 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 934 |
| 0 |
| 0 |
| 0 |
| 934 |
| 0 |
| 934 |
| 3126 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| amount_b |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| amount_c |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| elec_dt |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
| None |
|