Welcome to our dedicated page for MFS High Income Municipal Trust SEC filings (Ticker: CXE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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The boards of each Target Fund unanimously approved the Reorganizations on December 10, 2025 and mailed prospectus/proxy materials to shareholders of record as of December 11, 2025. CXH previously authorized a conditional cash tender offer for up to 50% of outstanding shares at 99% of CXH's net asset value, which is contingent on CXH shareholder approval of its Reorganization. The Surviving Fund approved appointment of Aberdeen as adviser, election of five trustees, and issuance of additional common shares; those proposals were approved by its shareholders on April 2, 2026.
MFS HIGH INCOME MUNICIPAL TRUST filed an insider report listing portfolio manager Geoffrey Schechter as a reporting person, but it shows no share purchases, sales, option exercises, gifts, or other transactions. The filing is essentially an administrative disclosure with no changes in reported ownership.
MFS Investment Management adjourned special shareholder meetings for MFS High Income Municipal Trust (NYSE: CXE), MFS High Yield Municipal Trust (NYSE: CMU), MFS Investment Grade Municipal Trust (NYSE: CXH) and MFS Municipal Income Trust (NYSE: MFM) to April 2, 2026 at 11:00 a.m. ET.
The adjournments were made to solicit additional votes on (i) proposed reorganizations of each Target Fund into the Surviving Fund, (ii) conditional cash tender offers for up to 50% of outstanding shares of CMU and CXH at 99% of NAV contingent on shareholder approval, and (iii) shareholder approval to appoint abrdn, Inc. as adviser, elect five new trustees, and authorize issuance of additional common shares of the Surviving Fund in connection with the reorganizations.
MFS High Income Municipal Trust (CXE) provides its annual report for the year ended November 30, 2025. The closed-end fund seeks high current income exempt from U.S. federal income tax by investing at least 80% of net assets in municipal bonds and can invest up to 100% in below investment grade debt.
For the twelve months, the fund returned 0.89% at net asset value and 1.13% at market price, compared with 2.64% for the Bloomberg Municipal Bond Index. The portfolio emphasizes healthcare and airport revenue bonds and has an average duration of 13.8 and average effective maturity of 21.1 years.
The fund uses leverage through remarketable variable rate munifund term preferred shares and tender option bonds, with RVMTP representing 32.62% and self-deposited inverse floaters 5.83% of total assets. Leverage and longer duration positioning aided relative performance in a year of generally declining interest rates. Michael Dawson and Jason Kosty serve as portfolio managers; Geoffrey Schechter stepped down as portfolio manager effective September 30, 2025.
MFS High Income Municipal Trust insider Thomas P. Murphy has filed an initial ownership report stating that he beneficially owns no securities of the trust as of the reported event date. The filing identifies him under “Other” as a director of the trust’s advisor, rather than as a director or 10% owner of the trust itself.
The report shows no holdings of non-derivative securities and no holdings of derivative securities such as options or warrants. No transactions or changes in ownership are listed, making this a baseline disclosure that he currently reports no beneficial ownership in the trust’s securities.
MFS closed-end funds have announced a major reorganization proposal. On December 11, 2025, the boards approved plans to merge seven NYSE-listed MFS closed-end funds into two existing funds. MCR, MGF, MIN, and CIF would reorganize into MFS Multimarket Income Trust (MMT), while CXE, CMU, and CXH would reorganize into MFS Municipal Income Trust (MFM), all subject to shareholder approval.
If shareholders of MFM and MMT approve, abrdn Inc. will become investment adviser to both funds, which will be renamed Aberdeen Municipal Income Fund and Aberdeen Multi-Market Income Fund, and new Aberdeen trustees will replace the current trustees. Shareholders of record as of December 11, 2025 will receive proxy materials in late January 2026 and may vote by phone, web, mail, or in person at a special meeting tentatively set for March 11, 2026. The reorganization is intended to be tax-free and is expected to close in June 2026 if approved.
MFS High Income Municipal Trust filed a Form 4 for Joseph Flaherty, identified as an officer of the advisor rather than a company director or 10% owner. The data provided for this filing does not list any share purchases, sales, or other equity transactions, indicating it functions mainly as an administrative insider report.