AMBEV S.A. current report, Q4 FY2023

Business Context and Reporting Period

This Form 6-K filing by Ambev S.A. covers the reporting period of September 1, 2024, to September 30, 2024. The document serves as a consolidated report of securities transactions involving the company's Board of Directors, Management, and Fiscal Council, filed in compliance with Article 11 of CVM Instruction # 358/2002. The filing was signed on October 8, 2024.

Key Financial Metrics

The filing text does not provide consolidated financial metrics such as revenue, profit, cash flow, margins, debt, or liquidity. The document is strictly limited to reporting insider trading activity and share balances for specific groups of related persons.

Material Changes and Transactions

The filing details specific buy and sell transactions for three distinct groups during September 2024:

  • Board of Directors:
    • Initial Balance: 10,886,567 Common Shares; 754,084 ADRs.
    • Transactions: Net sales of 199,600 Common Shares via Safra Corretora and delivery of 70,392 Restricted Shares. Net purchase of 22,096 ADRs via delivery of Restricted Shares.
    • Final Balance: 10,756,959 Common Shares; 776,180 ADRs.
  • Management:
    • Initial Balance: 4,235,479 Common Shares; 19,790 ADRs.
    • Transactions: Net sales of 257,972 Common Shares via XP Corretora and Itaú Corretora. Delivery of 291,445 Restricted Shares.
    • Final Balance: 4,268,952 Common Shares; 19,790 ADRs.
  • Fiscal Council:
    • Initial Balance: 0 Common Shares.
    • Transactions: No transactions reported.
    • Final Balance: 0 Common Shares.

Guidance, Outlook, and Risks

The filing text does not provide any management commentary, financial guidance, outlook, risk factors, contingencies, or unusual items. The document is a regulatory disclosure of insider trading activity only.

Investor Verification Checklist

  • Verify the total volume of shares sold by Management (approx. 258k shares) versus the volume of restricted shares delivered (approx. 291k shares) to understand net position changes.
  • Confirm the trading prices (ranging from R$ 12.72 to R$ 13.10) against the market price of Ambev S.A. on the specific transaction dates.
  • Review the "Direct with the Company" entries to confirm the vesting schedule or conditions for the restricted shares delivered to Directors and Management.
  • Note that the Fiscal Council held no shares and executed no transactions during this period.