Coty Inc SEC Filings

JAB-affiliated holders reported significant positions in Coty Inc. (COTY). JAB Holdings B.V. and affiliated entities disclose indirect beneficial ownership of 451,853,684 Class A shares held by JAB Beauty B.V. via subsidiaries. The filing reports cash-settled long total return swaps establishing economic exposure: a Long Swap with a notional 5,000,000 shares expired and was cash-settled on 08/29/2025, and on 09/02/2025 JAB Holdings B.V. agreed to extend Long Swaps with Banco Santander, BNP Paribas and Societe Generale covering a notional 30,000,000 shares with an approximately two-year extension. Each reporting person disclaims beneficial ownership except for pecuniary interests.

JAB-related reporting persons disclose ownership and a swap extension regarding Coty Inc. The filing amends prior Schedule 13D disclosures and reports that JAB Beauty, together with related entities JAB Holdings, Agnaten and Lucresca, may be deemed to beneficially own 488,051,545 Class A Shares of Coty, representing approximately 54.5% of outstanding Class A stock on the stated basis. The amendment further states that certain long cash-settled total return equity swaps that originally covered up to 40,000,000 Class A Shares were partially cash-settled for 5,000,000 shares with BNP Paribas and 5,000,000 shares with CACIB, and that JAB Holdings agreed to extend the term of remaining Long Swaps covering an aggregate notional of 30,000,000 Class A Shares for approximately two years with no additional consideration, with other material terms unchanged.

Nabi Sue, identified as Chief Executive Officer and a director of COTY INC. (COTY), reported acquisition of equity through vesting of restricted stock units. The Form 4 shows that on 09/01/2025 1,562,500 Restricted Stock Units vested and were acquired at no cash cost, with each RSU settling into one share of Class A common stock. After the reported transactions the filing lists 33,689,786 shares of Class A common stock beneficially owned and 7,291,667 shares underlying derivative awards reported as beneficially owned. The filing was submitted by an attorney-in-fact on behalf of the reporting person.

Kristin Blazewicz, Chief Legal Officer of Coty Inc. (COTY), reported a purchase of 29,400 shares of Class A common stock on 09/03/2025 at a weighted-average price of $4.3038 per share. After the purchase her direct beneficial ownership is reported as 829,142 shares. The filing notes the reported price is a weighted average from multiple transactions executed between $4.30 and $4.31 and was signed by an attorney-in-fact.

Mercier Laurent, Chief Financial Officer of COTY INC. (COTY), reported two open-market purchases of Class A common stock. On 08/25/2025 he acquired 12,500 shares at $3.96, bringing his holdings to 402,216 shares. On 08/26/2025 he acquired 3,000 shares at $3.839, bringing his total to 405,216 shares. The form is signed by Christina Kiely, Attorney-in-Fact, dated 08/28/2025.

COTY officer Priya Srinivasan purchased 30,000 shares of Class A common stock on 08/22/2025 at $3.84 per share, increasing her beneficial ownership to 37,509 shares. The Form 4 was filed as a single reporting person submission and signed by an attorney-in-fact on 08/26/2025. This disclosure reports a non-derivative acquisition by a named executive linked to the company.

Nabi Sue, listed as a Director and Chief Executive Officer, purchased 260,000 shares of Class A common stock of Coty Inc. on 08/22/2025 at a weighted average price of $3.916 per share. After the reported purchase the filing shows 32,127,286 shares beneficially owned. The price range for the multiple transactions was $3.84 to $3.95 and the reporting person will provide detailed per‑price share counts upon request. The Form 4 was signed by Christina Kiely as attorney‑in‑fact on 08/26/2025.

Coty Inc. presents a detailed annual 10-K describing a company focused on a multi-year Transformation Plan to simplify capital structure, deleverage and concentrate on core beauty categories, especially fragrance. The filing states the fiscal year ends June 30 and reports a market value of Class A stock held by non-affiliates of $2.6 billion with 872,294,977 Class A shares outstanding. About 60% of fiscal 2025 net revenues came from prestige fragrance and ~91% of that prestige revenue derived from the top seven brands. Products representing 48% of fiscal 2025 revenues are owned brands or perpetual licenses; 37% are under exclusive licenses with remaining terms of 7–25 years and an average license duration of ~24 years. The company highlights sustainability commitments including SBTi-aligned targets and a TCFD-style climate risk assessment. The filing emphasizes extensive operational, regulatory and financial risks, including significant indebtedness, covenants, seasonal cash flow variability and concentrated ownership by JAB (~54%). Forward-looking statements are qualified by numerous risk disclosures.