Aerin Lauder gifts 4.77M Estee Lauder Class B
Aerin Lauder, a ten percent owner of Estee Lauder Companies Inc, reported a bona fide gift transfer of 4,768,846 shares of Class B Common Stock on April 8, 2026, held indirectly by the RSL Shares Trust.
Rhea-AI Filing Summary
Aerin Lauder, a ten percent owner of Estee Lauder Companies Inc, reported a bona fide gift transfer of 4,768,846 shares of Class B Common Stock on April 8, 2026, held indirectly by the RSL Shares Trust. These Class B shares may be converted into Class A Common Stock on a one-for-one basis. After this transaction, she continues to report substantial Class B holdings through several trusts and directly, including 7,708,906 underlying Class A shares via the ALZ 2000 Revocable Trust and 1,675,010 underlying shares held directly. She disclaims beneficial ownership of certain trust-held shares to the extent she does not have a pecuniary interest.
Positive
- None.
Negative
- None.
Insider Trade Summary
4,768,846 shares gifted
Gift
5 txns
Insider
LAUDER AERIN
Role
10% Owner
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class B Common Stock | 4,768,846 | $0.00 | $0.00 |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
Holdings After Transaction:
Class B Common Stock — 4,768,846 contracts (Indirect, by RSL Shares Trust);
Class B Common Stock — 7,708,906 contracts (Indirect, by ALZ 2000 Revocable Trust);
Class B Common Stock — 1,675,010 contracts (Direct);
Class B Common Stock — 4,910,594 contracts (Indirect, by 2008 Descendants Trust);
Class B Common Stock — 36,961 contracts (Indirect, by 4202 Trust)
Footnotes (9)
- F1. There is no exercise or conversion price for the Class B Common Stock. Shares of Class B Common Stock (i) may be converted immediately on a one-for-one basis by the holder into shares of Class A Common Stock and (ii) 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 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.
- F2. Shares acquired from Ronald S. Lauder for no consideration.
- F3. Not applicable.
- F4. Owned directly by the RSL Shares Trust u/a/d March 2, 2026 (the 'RSL Shares Trust'). The Reporting Person is trustee.
- F5. Total reflects transfer of 10 shares to Aerin Lauder Zinterhofer from Aerin Lauder Zinterhofer 2000 Revocable Trust u/a/d April 24, 2000 on December 8, 2023, for no consideration.
- F6. Owned directly by the Aerin Lauder Zinterhofer 2000 Revocable Trust u/a/d 4/24/00 (the 'ALZ 2000 Revocable Trust'). The Reporting Person is grantor and trustee.
- F7. The Reporting Person disclaims beneficial ownership of these shares to the extent she does not have a pecuniary interest in such securities.
- F8. Owned directly by the Trust under Article 2 of The Zinterhofer 2008 Descendants Trust Agreement u/a/d December 24, 2008 (the '2008 Descendants Trust'). The Reporting Person is a trustee.
- F9. Owned directly by The 4202 Corporation, which is wholly owned by the 2012 RSL 4202 Trust u/a/d October 2, 2012 (the '4202 Trust'). The Reporting Person is a trustee.
Key Figures
Gifted Class B shares: 4,768,846 shares
RSL Shares Trust position after transfer: 4,768,846 shares
ALZ 2000 Revocable Trust holdings: 7,708,906 underlying shares
+5 more
8 metrics
Gifted Class B shares
4,768,846 shares
Bona fide gift transfer on April 8, 2026
RSL Shares Trust position after transfer
4,768,846 shares
Total shares following gift transaction, held indirectly
ALZ 2000 Revocable Trust holdings
7,708,906 underlying shares
Indirect Class B position with Class A underlying
Direct Class B holdings
1,675,010 underlying shares
Direct ownership of Class B with Class A underlying
2008 Descendants Trust holdings
4,910,594 underlying shares
Indirect Class B position via 2008 Descendants Trust
4202 Trust-related holdings
36,961 underlying shares
Indirect Class B position via 4202 Trust structure
Gift transactions count
1 transaction
TransactionSummary giftCount for this Form 4
Total gifted shares
4,768,846 shares
TransactionSummary giftShares reported
Key Terms
Class B Common Stock, bona fide gift, Permitted Transferee, Revocable Trust, +2 more
6 terms
Class B Common Stock financial
"There is no exercise or conversion price for the Class B Common Stock."
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
bona fide gift financial
"transaction_code_description: Bona fide gift"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Permitted Transferee regulatory
"not a "Permitted Transferee" (as defined in Issuer's Restated Certificate of Incorporation)"
Revocable Trust financial
"Aerin Lauder Zinterhofer 2000 Revocable Trust u/a/d April 24, 2000"
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
descendants trust financial
"The Zinterhofer 2008 Descendants Trust Agreement u/a/d December 24, 2008"
pecuniary interest financial
"disclaims beneficial ownership ... to the extent she does not have a pecuniary interest"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Aerin Lauder report in her latest Form 4 for Estee Lauder (EL)?
Aerin Lauder reported a bona fide gift of 4,768,846 shares of Class B Common Stock on April 8, 2026. The shares were held indirectly through the RSL Shares Trust, where she serves as trustee, and can convert into Class A shares one-for-one.
Was Aerin Lauder’s April 2026 Form 4 for EL a stock sale or a gift?
The filing reports a bona fide gift, not a sale, of 4,768,846 Class B shares. The transaction used code G, indicating a gift transfer, with a reported price of $0.0000 per share, showing no sale proceeds or open-market activity.
What direct Class B Common Stock holdings does Aerin Lauder report in the Form 4 for EL?
The filing lists 1,675,010 underlying Class A shares associated with Class B Common Stock held directly. This position is separate from her indirect holdings through various trusts and reflects her direct ownership as of the reported date.
AI-generated analysis. How Rhea-AI works. Not financial advice.
