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FMX (NYSE: FMX) executive reports 142,126 BD Units held via trust

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

Rhea-AI Filing Summary

MEXICAN ECONOMIC DEVELOPMENT INC executive Carlos Gerardo Arroyo Rico filed an initial Form 3 reporting indirect ownership of 142,126 BD Units. These units are held for his benefit in an Employee Trust controlled by Fomento Económico Mexicano, S.A.B. de C.V. Each BD Unit consists of one Series B share, two Series D-B shares and two Series D-L shares, all without par value.

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*
Arroyo Rico Carlos Gerardo

(Last) (First) (Middle)
AVENIDA GENERAL AYALA 601
BELLA VISTA

(Street)
MONTERREY O5 64410

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
03/17/2026
3. Issuer Name and Ticker or Trading Symbol
MEXICAN ECONOMIC DEVELOPMENT INC [ FMX ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Director Oxxo Mx Division
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)
BD Units 142,126(1) I By Employee Trust(2)
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:
1. The securities reported herein are held in the form of BD Units. Each BD Unit consists of one Series B Share, two Series D-B Shares and two Series D-L Shares, without par value ("Series D-B Shares" and "Series D-L Shares", respectively).
2. 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.
Remarks:
Sergio Rodriguez Perez, Attorney in Fact 03/17/2026
** 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 FMX Form 3 filed by Carlos Gerardo Arroyo Rico report?

The Form 3 reports his initial beneficial ownership in MEXICAN ECONOMIC DEVELOPMENT INC. It shows an indirect holding of 142,126 BD Units through an Employee Trust controlled by Fomento Económico Mexicano, S.A.B. de C.V., where he is a trust participant.

How many BD Units does the FMX executive report on this Form 3?

He reports indirect ownership of 142,126 BD Units. This figure represents the total number of BD Units held for his benefit by the Employee Trust as of the reporting date, and is disclosed as his post-reporting beneficial position.

What is a BD Unit in the FMX Form 3 filing?

A BD Unit is a bundled security structure used by MEXICAN ECONOMIC DEVELOPMENT INC. Each BD Unit consists of one Series B share, two Series D-B shares and two Series D-L shares, all without par value, as detailed in the filing footnotes.

How are the FMX BD Units held for Carlos Gerardo Arroyo Rico?

The BD Units are held by Banco Mercantil del Norte, S.A., Trust No. 204124, referred to as the Employee Trust. This trust is controlled by Fomento Económico Mexicano, S.A.B. de C.V., and Arroyo Rico participates as a beneficiary in that trust structure.

Is the ownership in FMX BD Units direct or indirect in this Form 3?

The filing classifies the ownership as indirect. The BD Units are not held in the executive’s name but for his benefit by the Employee Trust, which is identified as the holder, with his interest arising from participation in that trust.

Does the FMX Form 3 indicate any recent buy or sell transactions?

No specific buy or sell transactions are identified in the summary data. The entry is categorized as a holding, indicating disclosure of an existing indirect position in BD Units rather than a newly executed purchase or sale transaction on the reporting date.
Fomento Mexicano

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