Welcome to our dedicated page for Western Asset IG Opp SEC filings (Ticker: IGI), 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.
Trying to untangle the interest-rate sensitivity, leverage limits, and looming liquidation schedule buried in Western Asset Investment Grade Defined Opportunity Trust Inc’s filings can feel overwhelming. Each 10-K spans complex bond analytics, while 8-K dividend notices and Form 4 insider trades surface without warning. Investors who follow a defined-life fund like IGI need those details fast, because portfolio moves today affect the final distribution tomorrow.
Stock Titan’s AI steps in as your fixed-income analyst, translating every Western Asset Investment Grade Defined Opportunity Trust quarterly earnings report 10-Q filing into clear language, flagging changes in average credit rating or duration in seconds. Real-time alerts ping you the moment an IGI executive stock transaction Form 4 posts, and our dashboard groups Western Asset Investment Grade Defined Opportunity Trust Inc insider trading Form 4 transactions by buyer, seller, and price. Want to know why an 8-K material event appeared? Our engine highlights the section, adds a plain-English summary, and links directly to related footnotes.
Whether you’re monitoring asset-coverage ratios ahead of the liquidation date, comparing distribution policies across quarters, or simply looking for Western Asset Investment Grade Defined Opportunity Trust proxy statement executive compensation tables, you’ll find every document here—10-K annual report simplified, N-CSR fund reports annotated, and Form 4 insider transactions in real-time. Save hours, understand IGI’s strategy shifts quickly, and make informed yield decisions with AI-powered summaries that keep complex SEC documents crystal clear.
First Trust Portfolios L.P., First Trust Advisors L.P., and The Charger Corporation filed an amended Schedule 13G reporting beneficial ownership of 578,105 shares of Western Asset Investment Grade Opportunity Trust Inc. (IGI), representing 9.65% of the common shares, as of the event date 09/30/2025.
The reporting persons disclose no sole or shared voting power (0) and shared dispositive power over 578,105 shares. The shares are held primarily by unit investment trusts sponsored by First Trust Portfolios L.P.; the trustee votes those shares to mirror outside holders, and no single trust holds more than 3% of any registered investment company’s shares. The filers state the holdings were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.
Jeffrey Masom, identified as a Director and Officer (Director-Subadviser) of Western Asset Investment Grade Opportunity Trust Inc. (IGI), filed an initial Form 3 covering the reporting event dated 04/29/2025. The filing states no securities are beneficially owned by the reporting person. The document is an initial ownership disclosure required under Section 16 and lists the reporting person’s business address in Baltimore, MD.
On 28 Jul 2025 First Trust Portfolios L.P., First Trust Advisors L.P. and their general partner, The Charger Corporation, filed Amendment 22 to Schedule 13G on Western Asset Investment Grade Opportunity Trust Inc. (IGI). The group reports beneficial ownership of 795,809 common shares, equal to 13.28 % of the outstanding class as of the event date 30 Jun 2025.
The stake is held primarily through unit investment trusts (UITs) sponsored by First Trust Portfolios; First Trust Advisors acts as portfolio supervisor. No individual UIT holds more than 3 % of IGI. The reporting persons disclaim beneficial ownership and retain shared dispositive power over all 795,809 shares but zero voting power; voting rights rest with the UIT trustees to mirror external shareholders. Entity classifications: First Trust Portfolios = broker-dealer (BD), First Trust Advisors = investment adviser (IA), The Charger Corporation = holding company (HC).
The certification states the securities were acquired in the ordinary course and not for the purpose of influencing control of IGI. No other material transactions, financial results or strategic intentions are disclosed.
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