CR04702-2024

The PSE makes no representation on the accuracy, validity, correctness and completeness of the information stated in the respective PORs of listed companies. The PSE shall use the information contained in the POR submitted by the company in computing a company's weight in the index and this may be updated or adjusted consistent with the policy of the Exchange in managing the PSEi and sector indices.

SM Investments CorporationSM

PSE Disclosure Form POR-1 - Public Ownership Report Reference: Amended Rule on Minimum Public Ownership

Report Type

Report Date Jun 30, 2024
Computation of Public Ownership
Number of Issued
Common Shares
1,226,114,578
Less: Number of Treasury
Common Shares, if any
4,091,220
Number of Outstanding
Common Shares
1,222,023,358

Less :

A. Directors
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
Amando M. Tetangco, Jr. 100 0 100 0
Teresita T. Sy 85,947,685 0 85,947,685 7.03
Henry T. Sy, Jr. 1,861,182 75,017,188 76,878,370 6.29
Harley T. Sy 93,013,918 0 93,013,918 7.61
Frederic C. DyBuncio 10 0 10 0
Tomasa H. Lipana 150 0 150 0
Robert G. Vergara 100 0 100 0
Ramon M. Lopez 1,180 0 1,180 0
Lily K. Gruba 10 0 10 0
180,824,335 75,017,188 255,841,523 20.93
B. Officers
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
Franklin C. Gomez 13,880 0 13,880 0
Ulysses C. Naguit 75 0 75 0
13,955 0 13,955 0
C. Principal/Substantial Stockholders
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
Hans T. Sy 104,889,578 26,128 104,915,706 8.58
Herbert T. Sy 99,093,995 0 99,093,995 8.11
Elizabeth T. Sy 77,159,344 0 77,159,344 6.31
281,142,917 26,128 281,169,045 23
D. Affiliates
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
Multi Realty Dev't Corp. 1,648 0 1,648 0
SM Prime Holdings, Inc. 146,104 0 146,104 0.01
Belle Corporation 48,877 0 48,877 0
Syntrix Holdings, Inc. 47,196,480 0 47,196,480 3.86
Sysmart Corporation 28,365,152 0 28,365,152 2.32
Tansmart Holdings, Inc. 27,285,000 0 27,285,000 2.23
103,043,261 0 103,043,261 8.42
E. Government
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
- - - - -
0 0 0 0
F. Banks
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
- - - - -
0 0 0 0
G. Employees
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
- - - - -
0 0 0 0
H. Lock-Up Shares
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
- - - - -
0 0 0 0
I. Others
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
- - - - -
0 0 0 0
Number of Listed
Common Shares
1,226,114,578
Total Number of
Non-Public Shares
640,067,784
Total Number of Shares Owned
by the Public
581,955,574
Public Ownership Percentage 47.62
Other Relevant Information

Please see attachment.

Filed on behalf by:
Name Elmer Serrano
Designation Corporate Secretary