Welcome to our dedicated page for MEXICAN ECONOMIC DEVELOPMENT SEC filings (Ticker: FMX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Mexican Economic Development Inc director Alejandro Bailleres Gual has filed a Form 3 reporting his initial beneficial ownership in the company’s units. The filing shows large indirect holdings of B Units through a voting trust that aggregates securities for multiple participants, where he shares voting power but disclaims pecuniary interest beyond his contributed securities.
He also reports B Units and BD Units held both directly and indirectly. Each B Unit represents five Series B shares, while each BD Unit represents one Series B share plus two Series D-B shares and two Series D-L shares. Some indirect positions are held via Mexican companies in which he is a majority shareholder and through bare ownership subject to a usufruct in favor of a parent, with full ownership vesting to him when the usufruct ends.
Mexican Economic Development Inc. director Alfonso Garza Garza filed an initial Form 3 reporting his beneficial interests in FMX securities, mainly through trust structures. The filing lists large indirect holdings of B Units via a Voting Trust and additional B and BD Units held directly and through family trusts.
B Units represent bundles of five Series B Shares, while BD Units combine Series B, Series D-B, and Series D-L Shares. Some securities are deposited in an irrevocable Voting Trust where he shares voting power with other participants and disclaims pecuniary interest beyond securities he has contributed.
Mexican Economic Development Inc. director Barbara Garza Laguera Gonda filed an initial Form 3 reporting her beneficial holdings in B Units and BD Units of FMX. Indirectly, securities are held through a Voting Trust and joint accounts, where she generally disclaims beneficial ownership beyond her pecuniary interest.
The filing explains that each B Unit represents five Series B Shares, while each BD Unit combines Series B, Series D-B and Series D-L shares, and some BD holdings are represented by American Depositary Receipts, each ADR corresponding to 10 BD Units.
Mexican Economic Development Inc. director Eva Maria Garza Lagüera Gonda filed a Form 3 reporting her beneficial holdings in B Units and BD Units of the company. This filing does not show any new purchases or sales; it establishes her position as she became a reporting insider.
A Voting Trust holds 1,384,426,997 B Units in which she is an indirect trust participant with shared voting power and a limited pecuniary interest. She also reports direct holdings of 38,000 B Units, 6,900 B Units, 13,127,400 BD Units and 70,000 BD Units, plus smaller indirect positions in joint accounts of 24,512 B Units and 4 BD Units, where she again disclaims beneficial ownership beyond her economic interest.
Mexican Economic Development Inc. director Mariana Garza Laguera Gonda has filed an initial Form 3 reporting her ownership of B Units and BD Units in the company. The filing shows large indirect holdings of B Units through a voting trust, as well as additional B Units and BD Units held directly and through joint accounts and a spouse.
Each B Unit consists of five Series B Shares without par value. BD Units consist of one Series B Share, two Series D-B Shares and two Series D-L Shares, and some BD holdings are represented by American Depositary Shares, with each ADS representing 10 BD Units. The filing describes several positions where she disclaims beneficial ownership beyond her pecuniary interest.
Mexican Economic Development Inc. director Paulina Garza Laguera Gonda has filed an initial Form 3 detailing her beneficial holdings of FMX units. The filing reports 1,384,426,997 B Units held indirectly through a Voting Trust, 38,000 B Units held directly, and additional B and BD Units held through joint and direct accounts. Footnotes explain that the units are bundled share packages, include ADR structures, and that she disclaims beneficial ownership beyond her pecuniary interest in the various trusts and joint accounts.
Mexican Economic Development Inc. director Bertha Paula Michel González reports indirect holdings in FMX through two Banco Invex trusts. The filing lists B Units held in an irrevocable voting trust where she is an indirect participant with shared voting power and a disclaimer of pecuniary interest except for securities she contributed. It also reports BD Units held in another Banco Invex trust for her benefit and that of other family members, reflecting indirect trust-based exposure rather than direct share ownership.
Mexican Economic Development Inc. filed an initial statement of beneficial ownership for CEO Jose Antonio Fernandez Garza Laguera. The filing lists holdings of B Units and BD Units rather than reporting any recent buy or sell transactions.
He reports direct ownership of 50 B Units. Indirectly, 1,384,426,997 B Units are held through a Voting Trust where he is a trust participant with shared voting power, and he disclaims pecuniary interest except for securities he contributed. An additional 348,999 BD Units are held for his benefit through an Employee Trust controlled by the company.
Mexican Economic Development Inc. director Jose Antonio Fernandez Carbajal filed an initial Form 3 reporting his ownership of B and BD Units. He reports direct holdings of 1,000 B Units and 5,881,646 BD Units. Indirectly, 956,626 BD Units are held for his benefit through an employee trust, and 1,384,426,997 B Units are held for the benefit of his spouse in a voting trust. The filing notes that each unit represents combinations of underlying Series B and Series D shares and includes disclaimers that he is not admitting beneficial ownership of certain indirectly held securities for regulatory purposes.
Mexican Economic Development Inc. director Francisco Jose Calderon Rojas has filed an initial Form 3 reporting existing holdings in company units. The filing shows indirect ownership of 1,384,426,997 B Units through a Voting Trust and direct ownership of 21,787 BD Units. Each B Unit represents five Series B Shares, while 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 Voting Trust is an irrevocable trust where participants share voting power, and the reporting person disclaims pecuniary interests beyond securities he has contributed directly or indirectly to the trust.