Welcome to our dedicated page for MFS Investment Grade Muni Trust SEC filings (Ticker: CXH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
MFS Investment Grade Municipal Trust (NYSE: CXH) is a diversified closed-end management investment company that seeks high current income exempt from federal income tax, while also considering capital appreciation, by investing primarily in tax-exempt bonds and tax-exempt notes. As a registered investment company, CXH provides detailed information about its operations, portfolio, and capital structure through filings and transaction documents made available via the U.S. Securities and Exchange Commission (SEC).
On this page, you can review the fund’s regulatory filings and related transaction documents, including tender offer statements on Schedule TO and associated materials such as offers to purchase and letters of transmittal. These documents describe the terms and conditions of cash tender offers for the fund’s common shares, including the percentage of outstanding shares subject to the offer, pricing based on net asset value, proration mechanisms when offers are oversubscribed, and the roles of information and depositary agents.
Filings and disclosures also address capital structure and leverage, including the existence and treatment of preferred stock. For example, CXH has reported an optional partial redemption of its Remarketable Variable Rate MuniFund Term Preferred Shares, Series 2051, at a redemption price equal to the liquidation preference per share plus unpaid dividends and other distributions. Such information helps investors understand how the fund manages leverage attributable to preferred shares.
Stock Titan enhances access to these materials with AI-powered summaries that explain the key points of lengthy documents in clear language. Instead of reading full tender offer statements or detailed redemption notices line by line, users can rely on AI-generated highlights that point out what percentage of shares is affected, how pricing is determined, and what conditions apply. Real-time updates from EDGAR mean new filings and transaction-related documents appear quickly, while dedicated sections for insider and governance-related information help users track how Board decisions and shareholder agreements influence the fund.
Whether you are looking for the specifics of a CXH tender offer, details on preferred share redemptions, or broader disclosure about risks, charges, and expenses, this filings page provides a structured view of the fund’s regulatory record, supported by AI tools that make complex documents easier to interpret.
MFS Investment Grade Municipal Trust insider filing shows no holdings reported. A Form 3 was filed for Thomas P. Murphy in connection with MFS Investment Grade Municipal Trust (ticker CXH). Murphy is identified in the filing as a "DIRECTOR OF ADVISOR" to the fund rather than as a director or 10% owner of the trust itself. The filing reports that no non-derivative or derivative securities of the trust are beneficially owned, as stated in the explanation of responses.
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): Bulldog Investors, LLP, Phillip Goldstein, and Andrew Dakos filed Amendment No. 3 to Schedule 13G reporting passive beneficial ownership.
Bulldog Investors, LLP reported 991,825 shares, representing 12.10%, with 7,688 shares under sole voting and dispositive power and 984,137 under shared voting and dispositive power. Phillip Goldstein reported 1,154,467 shares, or 14.08%, with 11,419 shares under sole voting and dispositive power and 1,143,048 under shared powers. Andrew Dakos reported 984,137 shares, or 12%, with no sole powers and 984,137 under shared voting and dispositive power.
They certified the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Clients and other accounts are entitled to receive dividends and sale proceeds.
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.
Sit Investment Associates, Inc. and its subsidiary Sit Fixed Income Advisors II, LLC filed an amended Schedule 13G reporting shared beneficial ownership of 389,422 shares of common stock of MFS Investment Grade Municipal Trust (CUSIP 59318B108). That stake represents 4.8% of the class based on 8,199,220 shares outstanding as of 05/31/2025. The filing states the securities are owned by client accounts for which Sit acts as investment adviser and that Sit disclaims beneficial ownership under Rule 13d-4. Reported voting and dispositive power are shared, with 0 shares held in sole voting or dispositive control.
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.