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Mexican Economic Development (NYSE: FMX) executive reports unit holdings

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

Rhea-AI Filing Summary

Mexican Economic Development Inc executive Gerardo Estrada Attolini has filed an initial Form 3 reporting his ownership of the company’s unit securities. He directly holds 500 B Units and 439,163 BD Units. He also has an indirect interest in 77,879 BD Units held for his benefit by an employee trust controlled by Fomento Economico Mexicano, S.A.B. de C.V.

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*
Estrada Attolini 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 of Corporate Control
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)
B Units 500(1) D
BD Units 439,163(2) D
BD Units 77,879(2) I By Employee Trust(3)
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. 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).
3. 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 Gerardo Estrada Attolini’s Form 3 show for FMX?

The Form 3 shows his initial reported holdings in unit securities of Mexican Economic Development Inc (FMX). It lists both direct and indirect ownership in B Units and BD Units, establishing his baseline beneficial ownership as an officer of the company.

How many B Units does the FMX executive directly hold?

The executive directly holds 500 B Units. Each B Unit consists of five Series B Shares without par value, so the filing reflects his exposure through this bundled security structure rather than reporting the underlying Series B Shares separately.

What BD Unit holdings are reported for FMX’s officer?

He directly holds 439,163 BD Units. Each BD Unit contains one Series B Share, two Series D-B Shares and two Series D-L Shares, all without par value, giving him a significant position across multiple share series through these combined units.

What indirect FMX holdings does the Employee Trust hold?

The filing reports 77,879 BD Units held indirectly for his benefit by an Employee Trust. The trust is controlled by Fomento Economico Mexicano, S.A.B. de C.V., and he participates as a trust beneficiary, giving him an indirect economic interest in those units.

Does the Form 3 for FMX indicate any recent insider buying or selling?

No specific insider buying or selling is indicated. The entries are labeled as holdings with unknown transaction codes, consistent with an initial Form 3 that establishes existing ownership positions rather than recording new market transactions or option exercises.

What is the role of Gerardo Estrada Attolini at Mexican Economic Development Inc?

He is reported as an officer of Mexican Economic Development Inc with the title Director of Corporate Control. This senior role typically involves oversight of internal controls and financial governance, making disclosure of his equity interests important for transparency.
Fomento Mexicano

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