Western Asset Investment Grade Opportunity Trust Inc. (IGI) — SEC Filings
Western Asset Investment Grade Opportunity Trust Inc. (IGI) — 16 SEC filings. Latest: DEF 14A (Mar 7, 2025). Includes 8 SC 13G/A, 3 DEF 14A, 2 SC 13G. AI-d
View Western Asset Investment Grade Opportunity Trust Inc. on SEC EDGAR
Overview
Western Asset Investment Grade Opportunity Trust Inc. (IGI) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEF 14A filed on Mar 7, 2025: Western Asset Investment Grade Opportunity Trust Inc. filed its definitive proxy statement on March 7, 2025, for its annual meeting on April 14, 2025. The filing concerns the election of directors and other corporate matters. The company was formerly known as Western Asset Investment Grade Defined O
Sentiment Summary
Across 16 filings, the sentiment breakdown is: 1 bullish, 15 neutral. The dominant filing sentiment for Western Asset Investment Grade Opportunity Trust Inc. is neutral.
Filing Type Overview
Western Asset Investment Grade Opportunity Trust Inc. (IGI) has filed 3 DEF 14A, 8 SC 13G/A, 1 8-K, 2 SC 13G, 2 DEFA14A with the SEC between Jan 2024 to Mar 2025.
Filings by Year
Recent SEC Filings (16)
Risk Profile
Risk Assessment: Of IGI's 7 recent filings, 0 were flagged as high-risk, 1 as medium-risk, and 6 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Industry Context
Western Asset Investment Grade Defined Opportunity Trust Inc. is a closed-end investment fund. Such funds typically hold annual meetings to address governance matters and shareholder interests.
Top Tags
proxy-statement (3) · institutional-ownership (3) · amendment (3) · closed-end-fund (2) · annual-meeting (1) · governance (1) · corporate-governance (1) · financial-reporting (1) · filing-update (1) · sec-filing (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Fiscal Year End | 1130 | Indicates the end of the company's annual accounting period. |
| Report Date | 20241115 | The earliest date of events reported in this filing. |
| Filing Date | 20241120 | The date the report was officially submitted to the SEC. |
| Special Meeting Date | June 7, 2024 | Date of the Special Meeting of Stockholders |
| Meeting Time | 10:00 a.m. | Time of the Special Meeting |
| Original Term Date | December 2, 2024 | The date the Fund was scheduled to end |
| Net Asset Threshold | $50 million | Minimum net assets required for the conversion to be effective |
| Class III Directors | 2 | Number of directors to be elected |
| Fiscal Year | 2024 | Fiscal year for which PwC is proposed as auditor |
| Shares Beneficially Owned | 1,355,326 | This is the total number of Common Stock shares of Western Asset Investment Grade Defined Opportunity Trust Inc. held by 1607 Capital Partners, LLC as of December 31, 2023. |
| Percentage of Class | 9.9% | This represents the percentage of outstanding Common Stock of Western Asset Investment Grade Defined Opportunity Trust Inc. beneficially owned by 1607 Capital Partners, LLC. |
| Par Value per Share | $0.001 | This is the stated par value of the Common Stock of Western Asset Investment Grade Defined Opportunity Trust Inc. |
Forward-Looking Statements
- {"claim":"1607 Capital Partners, LLC will likely maintain its significant stake in Western Asset Investment Grade Defined Opportunity Trust Inc.","entity":"1607 Capital Partners, LLC","targetDate":"December 31, 2024","confidence":"medium"}
Frequently Asked Questions
What are the latest SEC filings for Western Asset Investment Grade Opportunity Trust Inc. (IGI)?
Western Asset Investment Grade Opportunity Trust Inc. has 16 recent SEC filings from Jan 2024 to Mar 2025, including 8 SC 13G/A, 3 DEF 14A, 2 SC 13G. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of IGI filings?
Across 16 filings, the sentiment breakdown is: 1 bullish, 15 neutral. The dominant sentiment is neutral.
Where can I find Western Asset Investment Grade Opportunity Trust Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Western Asset Investment Grade Opportunity Trust Inc. (IGI) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Western Asset Investment Grade Opportunity Trust Inc.?
Financial highlights for Western Asset Investment Grade Opportunity Trust Inc. are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for IGI?
The investment thesis for IGI includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Western Asset Investment Grade Opportunity Trust Inc.?
Executive information for Western Asset Investment Grade Opportunity Trust Inc. is extracted from SEC filings as they are enriched with AI analysis.
What are the main risk factors for Western Asset Investment Grade Opportunity Trust Inc. stock?
Of IGI's 7 assessed filings, 0 were flagged high-risk, 1 medium-risk, and 6 low-risk.
What are recent predictions and forward guidance from Western Asset Investment Grade Opportunity Trust Inc.?
Recent forward-looking statements from Western Asset Investment Grade Opportunity Trust Inc. include guidance on {"claim":"1607 Capital Partners, LLC will likely maintain its significant stake in Western Asset Investment Grade Define.