Welcome to our dedicated page for Mexico Equity & Income Fund SEC filings (Ticker: MXE), 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.
The Mexico Equity and Income Fund, Inc. filings document the regulatory record of a Maryland closed-end fund with common stock outstanding. Proxy materials cover annual meeting procedures, stockholder voting matters, board governance, and related fund oversight disclosures.
For MXE, SEC disclosures also relate to closed-end fund capital structure and shareholder communications, including common-stock matters tied to distributions, rights offerings, and governance actions presented through formal filings.
City of London Investment Management Company Limited amended a Schedule 13G to report beneficial ownership of 1,227,966 shares of Mexico Equity & Income Fund Inc common stock, representing 27.9% of the class. The shares are owned directly by the City of London Funds and segregated accounts over which CLIM exercises voting and investment authority.
MEXICO EQUITY & INCOME FUND INC director files initial ownership report. Director Jaclyn L. Rothchild filed a Form 3 regarding the company’s Common Stock. The filing reports total beneficial ownership of 0 shares of Common Stock held directly following the reported position as of the stated date.
Mexico Equity & Income Fund Inc reported a significant shareholder position held by CSS LLC. CSS LLC beneficially owns 332,579 common shares, representing 7.56% of the fund’s outstanding common stock as of the event date 12/31/2025.
CSS LLC has sole power to vote and dispose of all 332,579 shares and no shared voting or dispositive power. The firm certifies that the shares were not acquired to change or influence control of the fund, indicating a passive investment intent.
City of London Investment Management Company Limited, a UK-based investment adviser, reports beneficial ownership of 1,142,425 shares of Mexico Equity & Income Fund Inc. common stock, representing 26.0% of the class as of the stated event date. CLIM has sole power to vote and dispose of these shares, with no shared voting or dispositive power.
The shares are owned directly by various City of London-managed funds and segregated accounts, for which CLIM exercises discretionary voting and investment authority. CLIM certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Mexico Equity & Income Fund Inc.
The Mexico Equity and Income Fund, Inc. (MXE) filed its definitive proxy for the annual meeting to be held on December 15, 2025 at 11:00 a.m. Eastern in Milwaukee. Stockholders will vote on Proposal 1: the election of two Class III Directors, Glenn Goodstein and Gerald Hellerman, and one Class II Director, Maria Eugenia Pichardo.
The record date is October 20, 2025. Each share gets one vote, and a quorum requires a majority of shares entitled to vote. Directors are elected by a majority of votes cast, with abstentions and broker non-votes counted for quorum but not as votes cast. There were 4,400,209 shares outstanding as of October 20, 2025.
The Board, which includes a majority of independent directors and standing Audit, Nominating, and Valuation Committees, recommends a FOR vote for all nominees. Tait, Weller & Baker LLP audited the fiscal year ended July 31, 2025; audit fees were $31,200 and tax fees were $3,300.
CSS LLC/IL reported beneficial ownership of 394,860 shares of Mexico Equity & Income Fund Inc. That stake represents 8.97% of the outstanding common stock and CSS LLC/IL reports sole voting and dispositive power over those shares. The filing is a Schedule 13G amendment and includes the filer’s address in Chicago and the issuer’s transfer agent/administrator address in Milwaukee. The filing states the holdings were not acquired to change or influence control of the issuer and indicates no group affiliation or subsidiaries in this report.