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Mexican Economic Development (FMX) CSO details direct and trust BD units

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

Rhea-AI Filing Summary

Mexican Economic Development Inc. executive Jessica Ponce de León Gaitán, Chief Sustainability Officer, filed an initial ownership report on BD Units. She reports 85,629 BD Units held directly and 68,643 BD Units held indirectly through an Employee Trust.

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 indirect holdings are for her benefit in Trust No. 204124, an Employee Trust controlled by Fomento Económico Mexicano, S.A.B. de C.V., in which she participates.

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Insider Ponce de Leon Gaitan Jessica
Role Chief Sustainability Officer
Type Security Shares Price Value
holding BD Units -- -- --
holding BD Units -- -- --
Holdings After Transaction: BD Units — 85,629 shares (Direct); BD Units — 68,643 shares (Indirect, By Employee Trust)
Footnotes (1)
  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.
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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*
Ponce de Leon Gaitan Jessica
(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)
Chief Sustainability Officer
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)
BD Units 85,629(1) D
BD Units 68,643(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)
Date Exercisable Expiration Date Title Amount or Number of Shares
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:
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.

Source: View Original Filing on SEC EDGAR

FAQ

What does Jessica Ponce de León Gaitán report owning in FMX on this Form 3?

She reports beneficial ownership of BD Units of Mexican Economic Development Inc. This includes 85,629 BD Units held directly and 68,643 BD Units held indirectly through an Employee Trust, establishing her initial disclosed equity position as Chief Sustainability Officer.

How many FMX BD Units does the Employee Trust hold for Jessica Ponce de León Gaitán?

The Employee Trust holds 68,643 BD Units for her benefit. These are maintained in Trust No. 204124, controlled by Fomento Económico Mexicano, S.A.B. de C.V., where she is a trust participant rather than the direct registered holder of those units.

What is a BD Unit for Mexican Economic Development Inc. (FMX)?

A BD Unit is a bundled security structure used by the company. Each BD Unit consists of one Series B Share, two Series D-B Shares and two Series D-L Shares, all without par value, combining several share classes into a single reported unit.

Does this FMX Form 3 show any recent insider buying or selling activity?

The filing presents Jessica Ponce de León Gaitán’s holdings rather than explicit recent trades. It lists her direct and indirect BD Unit positions, and the transaction summary indicates no categorized buys, sells, exercises, gifts, or disposals associated with these reported holdings.

How are Jessica Ponce de León Gaitán’s FMX BD Units split between direct and indirect ownership?

She holds 85,629 BD Units directly in her own name. An additional 68,643 BD Units are held indirectly through an Employee Trust, where the trust is the registered holder and she participates as a beneficiary of those indirectly owned units.