Every Form 4 that MFS Investment Grade Municipal Trust (CXH) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow CXH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CXH filings page.
MFS Investment Grade Municipal Trust director Laurie J. Thomsen submitted a Form 4 reporting no buy, sell, acquisition, disposition, or derivative transactions in the issuer’s securities for the period covered. The filing also shows no reported holdings or derivative positions updated in this report.
JPMorgan Chase Bank, N.A., a large shareholder of MFS Investment Grade Municipal Trust, reported an internal restructuring involving 252 Remarketable Variable Rate MuniFund Term Preferred Shares held indirectly through a trust. These 252 preferred shares of the trust’s CXH holdings were exchanged on a one-for-one basis for 252 similar preferred shares of MFS Municipal Income Trust in a cashless reorganization. After this exchange, the trust no longer held these preferred shares of MFS Investment Grade Municipal Trust.
MFS Investment Grade Municipal Trust reported that 120 Remarketable Variable Rate Munifund Term Preferred Shares, Series 2051 held indirectly by JPMorgan Chase Bank, N.A. through a trust were redeemed by the fund. The redemption price was $100,080.32875 per share, including a $100,000 liquidation preference and $80.32875 of accrued dividends. After this redemption, the reporting person’s indirect holdings in these preferred shares were 252.
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.
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.
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.
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.
MFS Investment Grade Municipal Trust (CXH) Form 4 lists Kanwal Amrit of MFS Investment Management as the reporting person and identifies the relationship as an officer of the advisor. The form records an earliest transaction date of 04/02/2025 but provides no line-item details of securities acquired or disposed. The filing was signed by Christopher R. Bohane on 10/06/2025. No transaction amounts, prices, or ownership totals are disclosed in the visible tables.