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MFS Investment Grade Municipal Trust (CXH) insider adds 3,989 shares

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

Rhea-AI Filing Summary

MFS Investment Grade Municipal Trust insider Phillip Goldstein increased his direct stake through an open-market purchase. On 02/11/2026, he bought 3,989 common shares at $8.10 each, bringing his holdings to 16,896 shares. The Form 4 is filed jointly with Bulldog Investors, LLP and Andrew Dakos, who disclaim beneficial ownership except for any pecuniary interest.

Positive

  • None.

Negative

  • None.
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)
02/11/2026
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 02/11/2026 P 3,989 A $8.1 16,896(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)
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)
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 02/13/2026
/s/ Phillip Goldstein, by Stephanie Darling as POA 02/13/2026
/s/ Andrew Dakos, by Stephanie Darling as POA 02/13/2026
** 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.

FAQ

What insider transaction did CXH report for MFS Investment Grade Municipal Trust?

MFS Investment Grade Municipal Trust reported an insider open-market purchase. Phillip Goldstein acquired 3,989 common shares on February 11, 2026 at $8.10 per share, increasing his direct ownership to 16,896 shares as disclosed in a jointly filed Form 4.

Who bought CXH shares in the latest Form 4 filing?

Phillip Goldstein bought CXH shares in the latest Form 4. He acquired 3,989 common shares at $8.10 each, and now directly owns 16,896 shares. The filing was made together with Bulldog Investors, LLP and Andrew Dakos as reporting persons.

How many CXH shares did the insider purchase and at what price?

The insider purchase involved 3,989 CXH common shares at $8.10 each. This open-market transaction on February 11, 2026 increased Phillip Goldstein’s direct position to 16,896 shares, according to the Form 4 submitted by the reporting group.

What is Phillip Goldstein’s ownership in CXH after the reported trade?

After the reported trade, Phillip Goldstein directly owns 16,896 CXH common shares. This reflects his acquisition of 3,989 shares at $8.10 per share on February 11, 2026, as shown in the Form 4 for MFS Investment Grade Municipal Trust.

What role do Bulldog Investors, LLP and Andrew Dakos have in the CXH filing?

Bulldog Investors, LLP and Andrew Dakos are additional reporting persons on the CXH Form 4. The shares are held by Phillip Goldstein, and Bulldog Investors, LLP and Dakos disclaim beneficial interest except for any pecuniary interest, while Goldstein and Dakos are partners of Bulldog Investors, LLP.

Does the CXH Form 4 indicate derivative securities activity?

The CXH Form 4 lists a table for derivative securities but shows no derivative transactions. The reported activity is limited to a non-derivative open-market purchase of 3,989 common shares, raising Phillip Goldstein’s direct holdings in MFS Investment Grade Municipal Trust to 16,896 shares.
MFS Investment Grade Muni Trust

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