Coca Cola FEMSA (COCSF) CFO reports direct and trust BL Unit stakes
Rhea-AI Filing Summary
Coca Cola FEMSA Chief Financial Officer Gerardo Cruz Celaya filed an initial ownership report showing his holdings in BL Units. He directly holds 53,746 BL Units and has indirect ownership of 35,603 BL Units through an employee trust that holds the securities for his benefit. Each BL Unit consists of three Series B shares and five Series L shares of the company.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Cruz Celaya Gerardo
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | BL Unit | -- | -- | -- |
| holding | BL Unit | -- | -- | -- |
Holdings After Transaction:
BL Unit — 53,746 shares (Direct);
BL Unit — 35,603 shares (Indirect, By employee trust)
Footnotes (2)
- F1. The securities reported herein are held in the form of Units. Each Unit consists of three Series B Shares and five Series L Shares (a Unit).
- F2. These securities are held for the benefit of the reporting person by Banco Mercantil del Norte, S.A., Institucion de Banca Multiple, Grupo Financiero Banorte, Trust No. 204124 (the "Employee Trust"), a trust controlled by Fomento Economico Mexicano, S.A.B. de C.V. in which the reporting person is a trust participant.
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FAQ
What does the new Form 3 filing disclose for COCSF (Coca Cola FEMSA)?
The Form 3 discloses Chief Financial Officer Gerardo Cruz Celaya’s existing ownership in BL Units of Coca Cola FEMSA. It is an initial statement of beneficial ownership, showing both his direct holdings and indirect holdings through an employee trust structure.
How many BL Units does the Coca Cola FEMSA CFO directly hold?
Gerardo Cruz Celaya directly holds 53,746 BL Units. This figure represents his direct beneficial ownership in the company’s BL Units, separate from any interests held indirectly through the employee trust arrangement described in the filing’s footnotes.
What indirect holdings are reported for the Coca Cola FEMSA CFO in this Form 3?
The filing reports 35,603 BL Units held indirectly for Gerardo Cruz Celaya by an employee trust. These securities are held for his benefit by a trust controlled by Fomento Economico Mexicano, in which he participates as a trust beneficiary.
What is a BL Unit as reported in the Coca Cola FEMSA Form 3?
A BL Unit consists of a bundle of the company’s shares: each Unit includes three Series B shares and five Series L shares. The CFO’s reported ownership is expressed in these BL Units rather than listing the underlying individual Series B and Series L shares.
Does the Coca Cola FEMSA Form 3 show any insider buying or selling activity?
The Form 3 does not show insider buying or selling activity. It functions as an initial ownership report, listing Gerardo Cruz Celaya’s direct and indirect BL Unit holdings, rather than recording new transactions or changes in his position on the reporting date.