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Western Asset IGI Form 3: Jeffrey Masom Lists Zero Holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

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: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Masom Jeffrey

(Last) (First) (Middle)
100 INTERNATIONAL DRIVE

(Street)
BALTIMORE MD 21202

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
04/29/2025
3. Issuer Name and Ticker or Trading Symbol
Western Asset Investment Grade Opportunity Trust Inc. [ IGI ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
Officer (give title below) X Other (specify below)
Director- Subadviser
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
No securities are beneficially owned.
/s/Mitchell O'Brien by Power of Attorney on behalf of Jeffrey Masom 08/28/2025
** 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 5 (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 does the Form 3 for IGI filed by Jeffrey Masom report?

The Form 3 reports that Jeffrey Masom, a Director and Officer (Director-Subadviser) of IGI, does not beneficially own any securities of the issuer.

What is the reporting event date on the IGI Form 3 by Jeffrey Masom?

The Form 3 lists the event date as 04/29/2025.

What relationship to the issuer does Jeffrey Masom have on the filing?

The filing indicates he is a Director and an Officer with the title Director-Subadviser.

Does the Form 3 show any securities owned by the reporting person for IGI?

No. The filing explicitly states: No securities are beneficially owned.

Where is the reporting person located according to the Form 3?

The address listed for the reporting person is 100 International Drive, Baltimore, MD 21202.
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