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  4. [Form 4] MFS INVESTMENT GRADE MUNICIPAL TRUST Insider Trading Activity

MFS Investment Grade Municipal Trust (CXH) insider trades filed

Filing Impact
(Moderate)
Filing Sentiment
(Positive)
Form Type
4

Rhea-AI Filing Summary

MFS Investment Grade Municipal Trust insider activity shows a series of small trades in common stock reported on a Form 4. The reporting group includes Bulldog Investors, LLP, Phillip Goldstein, and Andrew Dakos as 10% owners, with a key footnote stating that the shares are held by Phillip Goldstein, while Bulldog Investors and Dakos disclaim beneficial interest except for any pecuniary interest.

On January 2, 2026, Goldstein acquired 100 shares at $7.92. On January 22, 2026, he bought 10,000 shares at $7.97 and sold 5,000 shares at $7.97. On January 23, 2026, he purchased another 119 shares at $7.97. Following these transactions, Goldstein beneficially owned 12,907 common shares, held directly.

Positive

  • None.

Negative

  • None.
Insider Bulldog Investors, LLP, GOLDSTEIN PHILLIP, Dakos Andrew
Role 10% Owner | 10% Owner | 10% Owner
Bought 10,119 shs ($81K)
Sold 5,000 shs ($40K)
Type Security Shares Price Value
Purchase Common Stock 119 $7.97 $948.43
Purchase Common Stock 10,000 $7.97 $80K
Sale Common Stock 5,000 $7.97 $40K
Small Acquisition Common Stock 100 $7.92 $792.00
Holdings After Transaction: Common Stock — 12,907 shares (Direct)
Footnotes (1)
  1. F1. Shares are held by Phillip Goldstein. Bulldog Investors, LLP and Andrew Dakos disclaim beneficial interest in such shares except to the extent of any pecuniary interest therein. Andrew Dakos and Phillip Goldstein are the partners of Bulldog Investors, LLP

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 4 Insider Transactions: What Each Field Means →

FAQ

What does this Form 4 filing for CXH report?
This Form 4 reports insider transactions in MFS Investment Grade Municipal Trust common stock by a reporting group including Bulldog Investors, LLP, Phillip Goldstein, and Andrew Dakos, with the shares held by Phillip Goldstein.

How many CXH shares did Phillip Goldstein buy and sell in this period?
According to the filing, Phillip Goldstein bought 100 shares at $7.92 on January 2, 2026, bought 10,000 shares at $7.97 and sold 5,000 shares at $7.97 on January 22, 2026, and bought 119 shares at $7.97 on January 23, 2026.

What is Phillip Goldstein’s CXH shareholding after these trades?
Following the reported transactions, the Form 4 shows 12,907 shares of MFS Investment Grade Municipal Trust common stock beneficially owned by Phillip Goldstein, held directly.

Who are the reporting persons named in this CXH Form 4?
The reporting persons are Bulldog Investors, LLP, Phillip Goldstein, and Andrew Dakos, each listed as a 10% owner with the form filed by more than one reporting person.

What does the footnote say about beneficial ownership of CXH shares?
The footnote states that the shares are held by Phillip Goldstein, and that Bulldog Investors, LLP and Andrew Dakos disclaim beneficial interest in those shares except to the extent of any pecuniary interest. It also notes that Goldstein and Dakos are partners of Bulldog Investors, LLP.

Are the CXH shares held directly or indirectly after these trades?
The Form 4 indicates that the 12,907 shares of common stock are held with direct ownership, attributed to Phillip Goldstein.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Bulldog Investors, LLP
(Last) (First) (Middle)
PARK 80 WEST - PLAZA TWO
250 PEHLE AVE. SUITE 708
(Street)
SADDLE BROOK NJ 07663
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
MFS INVESTMENT GRADE MUNICIPAL TRUST [ CXH ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director X 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
01/02/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
X Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 01/02/2026 L 100 A $7.92 7,788(1) D
Common Stock 01/22/2026 P 10,000 A $7.97 17,788(1) D
Common Stock 01/22/2026 S 5,000 D $7.97 12,788(1) D
Common Stock 01/23/2026 P 119 A $7.97 12,907(1) D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
1. Name and Address of Reporting Person*
Bulldog Investors, LLP
(Last) (First) (Middle)
PARK 80 WEST - PLAZA TWO
250 PEHLE AVE. SUITE 708
(Street)
SADDLE BROOK NJ 07663
(City) (State) (Zip)
Relationship of Reporting Person(s) to Issuer
Director X 10% Owner
Officer (give title below) Other (specify below)
1. Name and Address of Reporting Person*
GOLDSTEIN PHILLIP
(Last) (First) (Middle)
60 HERITAGE DRIVE
(Street)
PLEASANTVILLE NY 10570
(City) (State) (Zip)
Relationship of Reporting Person(s) to Issuer
Director X 10% Owner
Officer (give title below) Other (specify below)
1. Name and Address of Reporting Person*
Dakos Andrew
(Last) (First) (Middle)
250 PEHLE AVE.
SUITE 708
(Street)
SADDLE BROOK NJ 07663
(City) (State) (Zip)
Relationship of Reporting Person(s) to Issuer
Director X 10% Owner
Officer (give title below) Other (specify below)
Explanation of Responses:
1. Shares are held by Phillip Goldstein. Bulldog Investors, LLP and Andrew Dakos disclaim beneficial interest in such shares except to the extent of any pecuniary interest therein. Andrew Dakos and Phillip Goldstein are the partners of Bulldog Investors, LLP
Bulldog Investors, LLP By: /s/ Phillip Goldstein, by Stephanie Darling as POA Partner 01/26/2026
/s/ Phillip Goldstein, by Stephanie Darling as POA 01/26/2026
/s/ Andrew Dakos, by Stephanie Darling as POA 01/26/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR