STOCK TITAN

Notifications

Limited Time Offer! Get Platinum at the Gold price until January 31, 2026!

Sign up now and unlock all premium features at an incredible discount.

Read more on the Pricing page

[Form 4] MFS Investment Grade Municipal Trust Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

MFS Investment Grade Municipal Trust (CXH) filed a low-detail Form 4 on 06/27/2025 covering insider activity by William Adams, an Officer of the Trust’s external advisor. The form states an earliest transaction date of 09/30/2024 but does not include the critical transaction table that would normally list the security type, volume, price and whether the transaction was an acquisition or a disposal. The filing therefore only confirms that Mr. Adams’ beneficial ownership has changed and that he remains subject to Section 16 reporting obligations. Without share counts or transaction codes, the materiality of the event cannot be quantified from this excerpt. Investors may need to reference the complete Form 4 on the SEC’s EDGAR system to determine the size and directional impact of the transaction.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine Form 4; no share data, so market impact indeterminate.

This filing merely signals that William Adams executed some form of insider transaction on 09/30/2024. Because the tables listing the number of shares, price and transaction code are missing from the provided excerpt, we cannot determine whether he bought or sold, nor the magnitude. As such, the disclosure is unlikely to influence valuation models or trading decisions until full details are reviewed. I view it as a normal compliance event rather than a catalyst.

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*
Adams William

(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 ADVISOR
3. Date of Earliest Transaction (Month/Day/Year)
09/30/2024
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 06/27/2025
** 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.

FAQ

What SEC document did CXH file on 06/27/2025?

A Form 4, reporting changes in beneficial ownership by an insider.

Who is the insider named in the CXH Form 4?

The filing lists William Adams, an Officer of the Trust’s advisor.

When did the reported transaction for CXH occur?

The earliest transaction date is 09/30/2024.

Does the Form 4 specify how many CXH shares were bought or sold?

No. The excerpt does not include share counts, prices or transaction codes.

What is the likely market impact of this CXH Form 4?

Given the absence of quantitative details, the impact appears neutral until full data are known.
MFS Investment Grade Muni Trust

NYSE:CXH

CXH Rankings

CXH Latest News

CXH Latest SEC Filings

CXH Stock Data

65.51M
8.20M
0.09%
47.69%
0.09%
Asset Management
Financial Services
Link
United States
Boston