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

Phillip Goldstein (CXH) adds 1,372 shares in open-market purchase

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

Rhea-AI Filing Summary

MFS Investment Grade Municipal Trust reported an insider open-market purchase of its common stock. Phillip Goldstein bought 1,372 shares at $8.12 per share and now directly holds 18,268 shares. Bulldog Investors, LLP and Andrew Dakos are also reporting persons and disclaim beneficial interest except for any pecuniary interest.

Positive

  • None.

Negative

  • None.
Insider Bulldog Investors, LLP, GOLDSTEIN PHILLIP, Dakos Andrew
Role 10% Owner | 10% Owner | 10% Owner
Bought 1,372 shs ($11K)
Type Security Shares Price Value
Purchase Common Stock 1,372 $8.12 $11K
Holdings After Transaction: Common Stock — 18,268 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

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Form 4 Insider Transactions: What Each Field Means →

FAQ

What insider transaction in CXH was reported on this Form 4?
The Form 4 reports an insider open-market purchase of MFS Investment Grade Municipal Trust (CXH) common stock. Phillip Goldstein acquired additional shares, and the filing identifies Bulldog Investors, LLP and Andrew Dakos as reporting persons connected to the position.

How many CXH shares did Phillip Goldstein buy and at what price?
Phillip Goldstein purchased 1,372 shares of CXH common stock at a price of $8.12 per share. This was an open-market transaction, meaning the shares were bought on the public market rather than through a private or company-directed arrangement.

How many CXH shares does Phillip Goldstein own after this transaction?
After the reported purchase, Phillip Goldstein directly owns 18,268 shares of CXH common stock. This total reflects his holdings following the acquisition of 1,372 additional shares disclosed in the Form 4 insider trading report.

Who are the reporting persons on this CXH Form 4 filing?
The reporting persons are Bulldog Investors, LLP, Phillip Goldstein, and Andrew Dakos, each listed as a ten percent owner. The filing notes that Bulldog Investors, LLP and Andrew Dakos disclaim beneficial interest in Goldstein’s shares except for any pecuniary interest.

Was the CXH insider transaction a purchase or a sale?
The CXH insider transaction was a purchase. The Form 4 classifies it as an open-market purchase, coded “P,” indicating that Phillip Goldstein increased his holdings of MFS Investment Grade Municipal Trust common stock rather than selling or disposing of shares.

How is beneficial ownership of the CXH shares described in the filing?
The filing states the shares are held by Phillip Goldstein. Bulldog Investors, LLP and Andrew Dakos disclaim beneficial interest in those shares, except to the extent of any pecuniary interest, while Goldstein and Dakos are partners of Bulldog Investors, LLP.
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)
02/24/2026
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 02/24/2026 P 1,372 A $8.12 18,268(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 02/26/2026
/s/ Phillip Goldstein, by Stephanie Darling as POA 02/26/2026
/s/ Andrew Dakos, by Stephanie Darling as POA 02/26/2026
** 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