MFS Investment Grade Municipal Trust insider Form 4

MFS Investment Grade Municipal Trust insider Joseph Flaherty, identified as an officer of the trust’s advisor, filed a Form 4 regarding his beneficial ownership in the fund’s securities.

Accepted by SEC EDGAR 12/11/2025 - 08:30 AM EST Learn about SEC filing dates

Rhea-AI Filing Summary

MFS Investment Grade Municipal Trust insider Joseph Flaherty, identified as an officer of the trust’s advisor, filed a Form 4 regarding his beneficial ownership in the fund’s securities. The filing is made as an individual reporting person and documents his status in relation to the closed-end fund CXH.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the CXH Form 4 filed by Joseph Flaherty report?

The Form 4 for CXH reports beneficial ownership information for Joseph Flaherty, who is identified as an officer of the fund’s advisor. It records his relationship to MFS Investment Grade Municipal Trust and is filed as an individual insider reporting form.

Who is the reporting person on the CXH Form 4 filing?

The reporting person is Joseph Flaherty, listed with the relationship "OFFICER OF THE ADVISOR" to MFS Investment Grade Municipal Trust. He is not marked as a director, officer of the issuer, or 10% owner, but reports in his capacity linked to the advisor.

What company is involved in this CXH Form 4 insider report?

The company involved is MFS Investment Grade Municipal Trust, which trades under the symbol CXH. The Form 4 documents insider beneficial ownership information related to this closed-end fund, linking it to reporting person Joseph Flaherty as an officer of the advisor.

Is the CXH Form 4 filed by an individual or multiple insiders?

The CXH Form 4 is marked as a filing by one reporting person. The checkbox indicates it is not a joint or group filing, so only Joseph Flaherty’s beneficial ownership and related status to MFS Investment Grade Municipal Trust are reported in this form.

What is the earliest transaction date noted in the CXH Form 4?

The earliest transaction date referenced is 06/01/2025. This date indicates the first reportable event covered by this Form 4 for MFS Investment Grade Municipal Trust, tying the reporting period to activity or ownership status effective from that day.

What role does advisor affiliation play in this CXH Form 4?

The filing shows Joseph Flaherty as an OFFICER OF THE ADVISOR, not as an issuer officer or director. This clarifies that his reporting obligation stems from his advisory affiliation to MFS Investment Grade Municipal Trust rather than direct management of the fund itself.

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

Form 4 Insider Transactions: What Each Field Means →

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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

X

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^*

FLAHERTY JOSEPH

(Last) (First) (Middle)

111 HUNTINGTON AVENUE

(Street)

BOSTON MA 02199

(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		10% Owner
	Officer (give title below)	X	Other (specify below)
			OFFICER OF THE ADVISOR

3. Date of Earliest Transaction (Month/Day/Year)
06/01/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	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

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

Explanation of Responses:

	CHRISTOPHER R. BOHANE	12/11/2025
	** 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.