[Form 3] MEXICAN ECONOMIC DEVELOPMENT INC Initial Statement of Beneficial Ownership
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
MEXICAN ECONOMIC DEVELOPMENT INC director Juan Carlos Garza Garza filed an initial Form 3 reporting his beneficial ownership of B Units and BD Units. Indirectly, he reports 1,384,426,997 B Units held through a Voting Trust where he shares voting power and disclaims pecuniary interest except for his contributed securities, plus 3,826,000 B Units and 2,470,000 BD Units held via a family trust. He also reports direct ownership of 3,640 B Units and 500 BD Units. The filing lists holdings only and does not show new buy or sell transactions.
Positive
- None.
Negative
- None.
Insider Trade Summary
5 transactions reported
Mixed
5 txns
Insider
garza garza juan carlos
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | B Units | -- | -- | -- |
| holding | B Units | -- | -- | -- |
| holding | BD Units | -- | -- | -- |
| holding | B Units | -- | -- | -- |
| holding | BD Units | -- | -- | -- |
Holdings After Transaction:
B Units — 1,384,426,997 shares (Indirect, By Voting Trust);
BD Units — 2,470,000 shares (Indirect, By Trust);
B Units — 3,640 shares (Direct);
BD Units — 500 shares (Direct)
Footnotes (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"). 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. These securities are held for the benefit of the reporting person by BBVA Mexico, S.A., Institucion de Banca Multiple, Grupo Financiero BBVA Mexico, Trust No. F/4112454, a trust in which the reporting person is participant, along with other family members. 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).
