FMX (FMX) CEO of Coca Cola FEMSA reports BD Unit holdings
Filing Impact
Filing Sentiment
Form Type
3
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.
Positive
- None.
Negative
- None.
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 (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). 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
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.