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[Form 3] ESTEE LAUDER COMPANIES INC Initial Statement of Beneficial Ownership

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Estee Lauder Companies Inc. (EL) reported an insider ownership update via a Form 3. The filing lists Class B Common Stock that is convertible on a one‑for‑one basis into 2,845,283 shares of Class A Common Stock, with no conversion price. Conversion is immediate at the holder’s option and is automatically triggered upon transfer to a non‑“Permitted Transferee” or soon after a record date if Class B falls below 10% of total common shares. The position is reported as direct and attributed to the Evelyn H. Lauder 2012 Marital Trust Two, whose trustee disclaims pecuniary interest. The event date is 11/03/2025 and the form was filed by more than one reporting person.

Positive

  • None.

Negative

  • None.
Insider Evelyn H. Lauder 2012 Marital Trust Two, Roaring Fork Trust Company, Inc.
Role 10% Owner | 10% Owner
Type Security Shares Price Value
holding Class B Common Stock -- -- --
Holdings After Transaction: Class B Common Stock — 2,845,283 shares (Direct)
Footnotes (2)
  1. F1. There is no exercise or conversion price for the Class B Common Stock. Shares of Class B Common Stock may be converted immediately on a one-for-one basis by the holder and are automatically converted into Class A Common Stock on a one-for-one basis upon transfer to a person or entity that is not a "Permitted Transferee" (as defined in the Issuer's Restated Certificate of Incorporation) or soon after a record date for a meeting of stockholders where the outstanding Class B Common Stock constitutes less than 10% of the outstanding shares of Common Stock of the Issuer.
  2. F2. Owned by Evelyn H. Lauder 2012 Marital Trust Two ("MT2"). Roaring Fork Trust Company, Inc. serves as trustee of MT2 and disclaims a pecuniary interest in such shares.

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SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Evelyn H. Lauder 2012 Marital Trust Two
(Last) (First) (Middle)
C/O ROARING FORK TRUST COMPANY, INC.
212 S. MAIN AVENUE, SUITE #147
(Street)
SIOUX FALLS SD 57104
(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
11/03/2025 		3. Issuer Name and Ticker or Trading Symbol
ESTEE LAUDER COMPANIES INC [ EL ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director X 10% Owner
Officer (give title below) Other (specify below)
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
Form filed by One Reporting Person
X Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Class B Common Stock (1) (1) Class A Common Stock 2,845,283 (1) D(2)
1. Name and Address of Reporting Person*
Evelyn H. Lauder 2012 Marital Trust Two
(Last) (First) (Middle)
C/O ROARING FORK TRUST COMPANY, INC.
212 S. MAIN AVENUE, SUITE #147
(Street)
SIOUX FALLS SD 57104
(City) (State) (Zip)
Relationship of Reporting Person(s) to Issuer
Director X 10% Owner
Officer (give title below) Other (specify below)
1. Name and Address of Reporting Person*
Roaring Fork Trust Company, Inc.
(Last) (First) (Middle)
212 S. MAIN AVENUE, SUITE #147
(Street)
SIOUX FALLS SD 57104
(City) (State) (Zip)
Relationship of Reporting Person(s) to Issuer
Director X 10% Owner
Officer (give title below) Other (specify below)
Explanation of Responses:
1. There is no exercise or conversion price for the Class B Common Stock. Shares of Class B Common Stock may be converted immediately on a one-for-one basis by the holder and are automatically converted into Class A Common Stock on a one-for-one basis upon transfer to a person or entity that is not a "Permitted Transferee" (as defined in the Issuer's Restated Certificate of Incorporation) or soon after a record date for a meeting of stockholders where the outstanding Class B Common Stock constitutes less than 10% of the outstanding shares of Common Stock of the Issuer.
2. Owned by Evelyn H. Lauder 2012 Marital Trust Two ("MT2"). Roaring Fork Trust Company, Inc. serves as trustee of MT2 and disclaims a pecuniary interest in such shares.
Remarks:
Exhibit 99.1 (Signatures and Joint Filer Information) is incorporated herein by reference.
See Exhibit 99.1 for Signatures 11/06/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR