FMX executive reports BD Unit holdings

Q: How is the Employee Trust related to Craig Ian M.’s FMX holdings?

The Employee Trust holds BD Units for his benefit as a participant. It is controlled by Fomento Economico Mexicano, with a bank acting as trustee, and the Form 3 reports these trust-held units as indirect beneficial ownership for Craig Ian M.

MEXICAN ECONOMIC DEVELOPMENT INC executive Craig Ian M., CEO of Coca Cola FEMSA, has filed an initial statement of beneficial ownership showing holdings in BD Units.

Filing Impact

(Neutral)

Filing Sentiment

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Form Type

Rhea-AI Filing Summary

MEXICAN ECONOMIC DEVELOPMENT INC executive Craig Ian M., CEO of Coca Cola FEMSA, has filed an initial statement of beneficial ownership showing holdings in BD Units. These units each represent one Series B share and two each of Series D-B and Series D-L shares.

He reports 79,291 BD Units held directly and 129,038 BD Units held indirectly through an Employee Trust managed by a financial institution for the benefit of participants, including him. The filing reflects existing ownership positions rather than new purchases or sales.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Craig Ian M.

Role CEO Cola Cola FEMSA

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

Holdings After Transaction: BD Units — 79,291 shares (Direct); BD Units — 129,038 shares (Indirect, By Employee Trust)

Footnotes (2)

F1. 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).
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.

FAQ

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

What does the FMX Form 3 for Craig Ian M. disclose?

It discloses Craig Ian M.’s existing ownership of BD Units in Mexican Economic Development Inc. The filing lists both directly held units and those held indirectly through an Employee Trust, without reporting any new purchases or sales.

How many BD Units does Craig Ian M. hold directly in FMX?

He reports direct ownership of 79,291 BD Units. Each BD Unit consists of one Series B share and two Series D-B and two Series D-L shares, providing a bundled exposure to different share series of Mexican Economic Development Inc.

What indirect FMX holdings are reported for Craig Ian M.?

He reports 129,038 BD Units held indirectly through an Employee Trust. These securities are held for his benefit in a trust controlled by Fomento Economico Mexicano, with a bank acting as trustee, where he participates as a trust beneficiary.

What are BD Units in the context of FMX stock?

BD Units are bundles of FEMSA shares. Each BD Unit includes one Series B share plus two Series D-B shares and two Series D-L shares, all without par value, giving the holder combined exposure to multiple share classes in a single security.

Does this FMX Form 3 show Craig Ian M. buying or selling shares?

No, it does not show any buying or selling activity. The entries are categorized as holdings, with transaction direction marked as unknown, indicating this filing simply records current beneficial ownership positions rather than recent trades.

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

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Accepted by SEC EDGAR 03/18/2026 - 04:16 PM

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^*

Craig Ian M.

(Last)

(First)

(Middle)

GENERAL ANAYA 601 PTE

COLONIA BELLA VISTA

(Street)

MONTERREY

64410

(City)

(State)

(Zip)

UNITED STATES

(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)

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

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	79,291⁽¹⁾	D
BD Units	129,038⁽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)
1. Title of Derivative Security (Instr. 4)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	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)

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:

	IAN M CRAIG	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)

Source: View Original Filing on SEC EDGAR