FMX director reports initial B and BD unit holdings

Mexican Economic Development Inc. director Diego Eugenio Calderon Rojas filed an initial ownership report, showing existing interests in the company’s units rather than new trades.

Rhea-AI Filing Summary

Mexican Economic Development Inc. director Diego Eugenio Calderon Rojas filed an initial ownership report, showing existing interests in the company’s units rather than new trades. The filing lists indirect holdings of B Units representing 1,384,426,997 units through a Voting Trust and direct holdings of 130 BD Units.

The B Units are bundles of Series B shares, while each BD Unit combines Series B, Series D-B and Series D-L shares. The Voting Trust structure means voting power over the deposited securities is shared among trust participants, and the reporting person disclaims pecuniary interest beyond securities he contributed to the trust.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Calderon Rojas Diego Eugenio

Role Director

Type	Security	Shares	Price	Value
holding	B Units	--	--	--
holding	BD Units	--	--	--

Holdings After Transaction: B Units — 1,384,426,997 shares (Indirect, By Voting Trust); BD Units — 130 shares (Direct)

Footnotes (3)

1. F1. The securities reported herein are held in the form of B Units. Each B Unit consists of five Series B Shares, without par value ("Series B Shares").
2. F2. These securities are held by Banco Invex, S.A. Institucion de Banca Multiple, Invex Grupo Financiero, Trust No. 463 (the "Voting Trust"), an irrevocable voting trust in which the reporting person is a trust participant. Each of the trust participants is deemed to have beneficial ownership with shared voting power over the securities deposited in the Voting Trust. The reporting person hereby disclaims having any pecuniary interests derived from the beneficial ownership of any securities (with shared voting power and with shared dispositive power) other than pecuniary interests derived by the reporting person's securities contributed directly or indirectly to the Voting Trust, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. For more information, see Item 7 of Fomento Economico Mexicano, S.A.B. de C.V.'s Annual Report on Form 20-F filed on April 24, 2025.
3. F3. 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).

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the FMX Form 3 filed by Diego Eugenio Calderon Rojas report?

The FMX Form 3 reports existing ownership interests, not new trades. It shows 1,384,426,997 B Units held indirectly through a Voting Trust and 130 BD Units held directly, providing a baseline of the director’s reported positions in different unit structures of Mexican Economic Development Inc.

Did the FMX Form 3 show any insider buying or selling of shares?

No, the FMX Form 3 does not show insider buying or selling. The entries are classified as holdings with unknown transaction codes, reflecting positions after the reporting date. The transaction summary shows no buys, sells, exercises, gifts, tax withholding, or restructurings, only holding entries.

What are the B Units reported in the FMX insider ownership filing?

The B Units are bundles of Series B shares without par value. The footnote explains each B Unit consists of five Series B Shares. The director’s indirect holdings through the Voting Trust are reported in this bundled form, aggregating a large number of underlying Series B Shares.

What are BD Units in the FMX Form 3 for Mexican Economic Development Inc.?

BD Units are mixed units combining multiple share series. Each BD Unit consists of one Series B Share, two Series D-B Shares and two Series D-L Shares, all without par value. The filing reports that the director holds 130 BD Units directly in this combined structure.

How is the Voting Trust described in the FMX insider ownership disclosure?

The Voting Trust holds securities with shared voting power among participants. It is identified as an irrevocable voting trust where each participant is deemed to share voting power. The reporting person disclaims pecuniary interest beyond securities contributed directly or indirectly to the Voting Trust.

Is Diego Eugenio Calderon Rojas the beneficial owner of all Voting Trust securities in FMX?

The filing states he disclaims beneficial ownership beyond his contributed securities. While participants share voting power over securities in the Voting Trust, he disclaims pecuniary interests from other participants’ securities and does not admit beneficial ownership of those for Section 16 or other purposes.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 03/18/2026 - 07:20 PM Learn about SEC filing dates

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^*

Calderon Rojas Diego Eugenio

(Last) (First) (Middle)

AVENIDA GENERAL AYALA 601

BELLA VISTA

(Street)

MONTERREY NUEVO LEON 64410

(City) (State) (Zip)

MEXICO

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
03/18/2026

3. Issuer Name and Ticker or Trading Symbol
MEXICAN ECONOMIC DEVELOPMENT INC [ FMX ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

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)
B Units	1,384,426,997(1)	I	By Voting Trust(2)
BD Units	130(3)	D

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 B Units. Each B Unit consists of five Series B Shares, without par value ("Series B Shares").

2. These securities are held by Banco Invex, S.A. Institucion de Banca Multiple, Invex Grupo Financiero, Trust No. 463 (the "Voting Trust"), an irrevocable voting trust in which the reporting person is a trust participant. Each of the trust participants is deemed to have beneficial ownership with shared voting power over the securities deposited in the Voting Trust. The reporting person hereby disclaims having any pecuniary interests derived from the beneficial ownership of any securities (with shared voting power and with shared dispositive power) other than pecuniary interests derived by the reporting person's securities contributed directly or indirectly to the Voting Trust, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. For more information, see Item 7 of Fomento Economico Mexicano, S.A.B. de C.V.'s Annual Report on Form 20-F filed on April 24, 2025.

3. 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).

Remarks:

Exhibit 24 - Power of Attorney

	Sergio Rodriguez Perez, Attorney in Fact	03/18/2026
	** 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.
* Form 3: SEC 1473 (03-26)