Form 144: Estée Lauder insider reports $339K sale after option exercise

Rhea-AI Filing Summary

The filing reports a proposed sale by an insider of common stock in The Estée Lauder Companies Inc. The notice states 3,702 shares will be sold on or about 08/29/2025 on the NYSE, with an aggregate market value of $339,276.08 and total shares outstanding listed as 359,889,444. The shares were acquired the same day by stock option exercise and paid for in cash. The filer certifies they are not aware of undisclosed material adverse information about the issuer. No other sales in the past three months were reported.

Insights

Financial Analyst

TL;DR: Routine insider sale following an option exercise; size is small relative to company market cap.

The filing documents a post-exercise sale of 3,702 shares valued at $339,276.08. Because the shares were acquired and sold on the same date via stock option exercise and cash payment, this appears to be a routine disposition to monetize exercised options rather than a staged divestiture. The report includes the required representation that no material nonpublic information is known to the seller. Given the small absolute amount relative to Estée Lauder's outstanding share count, the transaction is unlikely to be material to the company’s capital structure or earnings.

Corporate Governance Expert

TL;DR: Compliance filing meets Rule 144 disclosure; provides standard insider attestation.

The Form 144 provides the required broker details and confirms the sale will be executed on the NYSE. The filing notes acquisition by stock option exercise and immediate proposed sale, and includes the statutory attestation about lack of undisclosed material adverse information. From a governance perspective, the notice satisfies disclosure obligations under Rule 144 and signals procedural compliance, but does not by itself indicate governance changes or concerns.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	3702	339276.08	359889444	08/29/2025	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	08/29/2025	Stock Option Exercise	Issuer			3702	08/29/2025	Cash

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does the Form 144 filed for EL report?

The Form 144 reports a proposed sale of 3,702 common shares of Estée Lauder with an aggregate market value of $339,276.08 to be sold on 08/29/2025 on the NYSE.

How were the shares acquired before the proposed sale in the EL Form 144?

The shares were acquired on 08/29/2025 via a stock option exercise from the issuer, with payment made in cash.

Does the filing indicate any other insider sales in the past three months for EL?

The filing states "Nothing to Report" for securities sold during the past three months by the person for whose account the securities are to be sold.

Where will the proposed sale of EL shares be executed?

The proposed sale is to be executed on the NYSE through Morgan Stanley Smith Barney LLC Executive Financial Services.

Does the filer assert possession of any undisclosed material information in the Form 144?

By signing the notice the filer represents they do not know any material adverse information about the issuer that has not been publicly disclosed.