CXH · Mfs Investment Grade Municipal Trust
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-06-08 | JPMorgan Chase Bank, N.A. |
10% Owner |
Other↓
Filing footnotes — Remarketable Variable Rate MuniFund Term Preferred Shares (Indirect)
In connection with the reorganization of the Issuer into MFS MUNICIPAL INCOME TRUST ("MFM"), 252 remarketable variable rate munifund term preferred shares (the "RVMTP Shares") of the Issuer indirectly beneficially owned by JPMorgan Chase Bank, National Association ("JPMCB") were exchanged for an equal number of RVMTP Shares of MFM in a cashless transaction. The 252 RVMTP shares reported as disposed of in Table I represent shares that were indirectly beneficially owned by JPMCB. |
Remarketable Variable Rate MuniFund Term Preferred Shares
(I)
|
252 |
| 2026-05-08 | JPMorgan Chase Bank, N.A. |
10% Owner |
Other↓
Filing footnotes — Remarketable Variable Rate Munifund Term Preferred Shares (Indirect)
The 120 remarketable variable rate munifund term preferred shares reported as disposed of in Table I represent Remarketable Variable Rate Munifund Term Preferred Shares, Series 2051 (the "RVMTP Shares") beneficially owned by JPMorgan Chase Bank, National Association ("JPMCB"). The RVMTP Shares were disposed of as a result of a redemption by the Issuer for a redemption price of $100,080.32875 per share (which includes a liquidation preference of $100,000.00 per share and accrued dividends of $80.32875 per share). |
Remarketable Variable Rate Munifund Term Preferred Shares
(I)
|
120 |
| 2026-02-24 | Bulldog Investors, LLP |
10% Owner |
Buy↑
Filing footnotes — Common Stock (Direct)
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 |
Common Stock
|
1,372 |
| 2026-02-11 | Bulldog Investors, LLP |
10% Owner |
Buy↑
Filing footnotes — Common Stock (Direct)
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 |
Common Stock
|
3,989 |
| 2026-01-23 | Bulldog Investors, LLP |
10% Owner |
Buy↑
Filing footnotes — Common Stock (Direct)
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 |
Common Stock
|
119 |
| 2026-01-22 | Bulldog Investors, LLP |
10% Owner |
Buy↑
Filing footnotes — Common Stock (Direct)
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 |
Common Stock
|
10,000 |
| 2026-01-22 | Bulldog Investors, LLP |
10% Owner |
Sell↓
Filing footnotes — Common Stock (Direct)
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 |
Common Stock
|
5,000 |
| 2026-01-02 | Bulldog Investors, LLP |
10% Owner |
Other↑
Filing footnotes — Common Stock (Direct)
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 |
Common Stock
|
100 |
| 2026-01-01 | MURPHY THOMAS P. |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2025-09-30 | SCHECHTER GEOFFREY |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2025-06-01 | FLAHERTY JOSEPH |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2025-04-02 | KANWAL AMRIT |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2025-01-01 | Gomez-Bravo Pilar |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2025-01-01 | O'NEILL MACKEY ALISON |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2025-01-01 | SMITH PAULA ELISABETH |
Director |
Other↑
|
No Securities Owned
|
0 |
| 2025-01-01 | Mackey Alexander |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2025-01-01 | WILLIAMS DARRELL A |
Director |
Other↑
|
No Securities Owned
|
0 |
| 2024-09-30 | Adams William |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2024-09-05 | JPMorgan Chase Bank, N.A. |
10% Owner |
Other↓
Filing footnotes — Remarketable Variable Rate MuniFund Term Preferred Shares (Direct)
The 372 Remarketable Variable Rate Munifund Term Preferred Shares, Series 2051 (the "RVMTP Shares") shown in Table I represent RVMTP Shares of the Issuer that, prior to the transaction date specified above were beneficially owned directly by JPMorgan Chase Bank, National Association ("JPMCB"). On the transaction date specified above, JPMCB deposited the RVMTP Shares into a trust designated as the J.P. Morgan Taxable Putters/Taxable Drivers, Series 5075 Trust (the "Trust"). JPMCB, as a beneficiary of the Trust and through its contractual rights, retains an indirect beneficial ownership in the RVMTP Shares |
Remarketable Variable Rate MuniFund Term Preferred Shares
|
372 |
| 2024-09-05 | JPMorgan Chase Bank, N.A. |
10% Owner |
Other↑
Filing footnotes — Remarketable Variable Rate MuniFund Term Preferred Shares (Indirect)
The 372 Remarketable Variable Rate Munifund Term Preferred Shares, Series 2051 (the "RVMTP Shares") shown in Table I represent RVMTP Shares of the Issuer that, prior to the transaction date specified above were beneficially owned directly by JPMorgan Chase Bank, National Association ("JPMCB"). On the transaction date specified above, JPMCB deposited the RVMTP Shares into a trust designated as the J.P. Morgan Taxable Putters/Taxable Drivers, Series 5075 Trust (the "Trust"). JPMCB, as a beneficiary of the Trust and through its contractual rights, retains an indirect beneficial ownership in the RVMTP Shares |
Remarketable Variable Rate MuniFund Term Preferred Shares
(I)
|
372 |
| 2024-08-30 | JPMorgan Chase Bank, N.A. |
10% Owner |
Other↓
Filing footnotes — Remarketable Variable Rate MuniFund Term Preferred Shares (Direct)
The 10 remarketable variable rate munifund term preferred shares reported as disposed of in Table I represent remarketable variable rate munifund term preferred shares, series 2051 (the "RVMTP Shares") beneficially owned by JPMorgan Chase Bank, National Association ("JPMCB"). The RVMTP Shares were disposed of as a result of a redemption by the Issuer for a redemption price of $100,368.716 per share (which includes a liquidation preference of $100,000.00 per share and accrued dividends of $368.716 per share). |
Remarketable Variable Rate MuniFund Term Preferred Shares
|
10 |
| 2024-08-02 | JPMorgan Chase Bank, N.A. |
10% Owner |
Other↓
Filing footnotes — Remarketable Variable Rate MuniFund Term Preferred Shares (Direct)
The 56 remarketable variable rate munifund term preferred shares reported as disposed of in Table I represent remarketable variable rate munifund term preferred shares, series 2051 (the "RVMTP Shares") beneficially owned by JPMorgan Chase Bank, National Association ("JPMCB"). The RVMTP Shares were disposed of as a result of a redemption by the Issuer for a redemption price of $100,012.8689 per share (which includes a liquidation preference of $100,000.00 per share and accrued dividends of $12.8689 per share). |
Remarketable Variable Rate MuniFund Term Preferred Shares
|
56 |
| 2024-07-15 | DEACON TIMOTHY |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2024-07-15 | DOUGHERTY LINDA |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2024-04-01 | Phillips Kasey |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2024-03-31 | YOST JAMES O |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2024-03-18 | SINGH MANJIT |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2023-11-08 | Saba Capital Management, L.P. |
10% Owner |
Other↓
|
Common Stock
(I)
|
213,246 |
| 2023-11-03 | JPMorgan Chase Bank, N.A. |
10% Owner |
Other↓
Filing footnotes — Remarketable Variable Rate MuniFund Term Preferred Shares (Direct)
The 50 remarketable variable rate munifund term preferred shares reported as disposed of in Table I represent remarketable variable rate munifund term preferred shares, series 2051 (the "RVMTP Shares") beneficially owned by JPMorgan Chase Bank, National Association ("JPMCB"). The RVMTP Shares were disposed of as a result of a redemption by the Issuer for a redemption price of $100,027.2328 per share (which includes a liquidation preference of $100,000.00 per share and accrued dividends of $27.2328 per share). |
Remarketable Variable Rate MuniFund Term Preferred Shares
|
50 |
| 2023-10-24 | Saba Capital Management, L.P. |
10% Owner |
Sell↓
|
Common Stock
(I)
|
732 |
| 2023-10-03 | Saba Capital Management, L.P. |
10% Owner |
Sell↓
|
Common Stock
(I)
|
4,203 |
| 2023-09-01 | DOUGHERTY LINDA |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2022-04-19 | CONNORS THOMAS H |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2022-03-01 | LICEA-MAILLOUX ROSA |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2022-03-01 | KOSTY JASON |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2022-02-28 | WOLIN MARTIN J |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2021-12-31 | MANNING ROBERT J |
Director |
Other↑
|
No Securities Owned
|
0 |
| 2021-10-15 | Beatty Kevin |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2021-08-15 | STELMACH ROBIN A |
Director |
Other↑
|
No Securities Owned
|
0 |
| 2021-07-20 | CITIGROUP INC |
10% Owner |
Other↓
Filing footnotes — Variable Rate Municipal Term Preferred Shares, Series 2019/3 (Indirect)
All Variable Rate Municipal Term Preferred Shares, Series 2019/3 ("Series 2019/3 VMTP Shares") of the Fund have been called for redemption by the issuer on July 20, 2021. These Series 2019/3 VMTP Shares are beneficially owned by Citibank, N.A. ("Citibank"). Citicorp LLC ("Citicorp") is the sole stockholder of Citibank. Citigroup Inc. is the sole stockholder of Citicorp. |
Variable Rate Municipal Term Preferred Shares, Series 2019/3
(I)
|
1,950 |
| 2021-06-18 | SINGH MANJIT |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2021-06-18 | GOULET JACQUES JR |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2021-04-15 | Antonelli David A |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2020-01-31 | KENNEDY MELISSA |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2020-01-31 | Peacher Stephen Clarkson |
Insider |
Other↑
|
No Securities Owned
|
0 |
| 2020-01-31 | GOULET JACQUES JR |
Insider |
Other↑
|
No Securities Owned
|
0 |