Estee Lauder Companies SEC Filings

Estee Lauder Companies Inc. director and 10% owner Jane Lauder reported an option exercise and share sale involving the company’s Class A Common Stock. On 11/26/2025, she exercised a stock option to acquire 17,840 shares at an exercise price of $89.47 per share and then sold 17,840 shares in open market transactions, reported as a weighted average sale price of $94.38 per share, with individual sale prices ranging from $94.35 to $94.52. Following these transactions, she held 58,763 Class A shares directly and 0 derivative securities from the reported option grant, which was originally issued under the Amended and Restated Fiscal 2002 Share Incentive Plan and scheduled to expire on 12/31/2025.

Estee Lauder Companies Inc. reported an insider stock sale by an executive. Executive Vice President and General Counsel Rashida La Lande filed a Form 4 disclosing the sale of 1,604 shares of Class A Common Stock on 11/26/2025 at a price of $94.45 per share, in a transaction coded "S," which indicates a sale.

Following this transaction, the filing shows that she beneficially owns 0 shares of Estee Lauder common stock. The form is filed as a single-reporting-person filing and is signed by an attorney-in-fact on her behalf.

Estee Lauder Companies Inc. executive reports stock sale

An executive officer of Estee Lauder Companies Inc. (EL), serving as Executive Vice President of Global Communications and Public Affairs, reported a sale of 5,430 shares of Class A common stock on 11/18/2025. The shares were sold at a price of $87.84 per share in an open-market transaction.

Following this transaction, the reporting person shows 0 shares beneficially owned in this Form 4 filing, with the holding reported as directly owned. No derivative securities transactions were reported.

A shareholder of Estée Lauder (EL) has filed a Form 144 notice to potentially sell 5,430 shares of the company’s common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an approximate sale date of 11/18/2025. The shares have an stated aggregate market value of $476,992.92, compared with 234,818,211 common shares outstanding. The securities to be sold were acquired as restricted stock directly from the issuer on multiple dates between 05/17/2022 and 11/03/2025, indicating these are previously granted equity awards now eligible for resale under Rule 144.

The Estée Lauder Companies Inc. reported the results of its November 13, 2025 Annual Meeting of Stockholders. Stockholders elected six directors, including William P. Lauder and Eric L. Zinterhofer, to new terms on the board. PricewaterhouseCoopers LLP was ratified as independent auditor for the fiscal year ending June 30, 2026, with 1,459,584,433 votes in favor and minimal opposition.

Stockholders also approved, on an advisory basis, the compensation of named executive officers, with 1,314,884,277 votes for and 129,353,712 against. In addition, they approved amendments to the Restated Certificate of Incorporation to eliminate the monetary liability of certain officers as permitted by Delaware law and to make miscellaneous changes to Articles IV, V and VI, each proposal receiving more than 1.36 billion votes in favor.

Estee Lauder Companies (EL) reported a Form 4 for director Jennifer Tejada reflecting equity grants on 11/13/2025. She received 2,780 stock options with an exercise price of $89.92, first exercisable on 11/13/2026 and expiring on 11/13/2035. Following this grant, she held 2,780 options directly.

The filing also shows an award of 783.28 stock units, each convertible into one share of Class A Common Stock. Per the plan, these stock units will be paid out on the first business day of the calendar year after her last date of service as a director. After this transaction, she directly held 4,361.08 stock units. The awards were granted under the company’s Amended and Restated Non‑Employee Director Share Incentive Plan.

Estée Lauder (EL) director Richard F. Zannino reported equity awards on 11/13/2025. He received 2,780 stock options at an exercise price of $89.92, exercisable starting 11/13/2026 and expiring 11/13/2035, granted under the Non‑Employee Director Share Incentive Plan. He also acquired 783.28 stock units, each convertible into one share of Class A Common Stock, with payout on the first business day of the calendar year after his board service ends. Following these transactions, he reports 2,780 options (D), 2,961.57 stock units (D), and 10,577.83 stock units (I) via an LLC.

Estee Lauder Companies (EL) reported an insider equity grant. Director Jennifer Hyman received a stock option award for 2,780 shares at an exercise price of $89.92 on 11/13/2025, which becomes exercisable on 11/13/2026 and expires on 11/13/2035. The grant was made under the company’s Amended and Restated Non-Employee Director Share Incentive Plan.

She also acquired 783.28 stock units, each convertible into one share of Class A Common Stock, with payout on the first business day of the calendar year following her last date of board service. Following these transactions, she beneficially owned 2,780 options and 4,361.08 stock units, reported as direct ownership.