STOCK TITAN

Estée Lauder CEO receives 22,746 vested shares

The reported share payout included tax withholding, and future RSU payouts are conditioned on continued employment.

Available on EDGAR Accepted by SEC EDGAR Learn about SEC filing dates
(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
4

Rhea-AI Filing Summary

Estée Lauder Companies Inc. President and CEO Stephane de la Faverie received 22,746 Class A common shares on November 2, 2026, through payout upon vesting of portions of restricted stock units. 12,579 shares were withheld for tax purposes at $108.30 per share. RSUs granted in 2024 and 2025 have scheduled payouts in 2027 and 2028, assuming continued employment.

Insider de la Faverie Stephane
Role President and CEO
Type Security Shares Price Value
Exercise Restricted Stock Units (Share Payout) F4, F2, F5 2,432 $0.00 $0.00
Exercise Restricted Stock Units (Share Payout) F4, F2, F6 4,998 $0.00 $0.00
Exercise Restricted Stock Units (Share Payout) F4, F2, F7 15,316 $0.00 $0.00
Exercise Class A Common Stock F1, F2 22,746 $0.00 $0.00
Tax Withholding Class A Common Stock F3 12,579 $108.30 $1.36M
Holdings After Transaction: Restricted Stock Units (Share Payout) — 35,630 contracts (Direct); Class A Common Stock — 28,797.148 shares (Direct)
Footnotes (7)
  1. F1. Payout of shares upon vesting of portions of Restricted Stock Units ("RSUs") granted August 28, 2023; August 27, 2024; and August 28, 2025.
  2. F2. Not applicable.
  3. F3. Represents the withholding of shares for tax purposes.
  4. F4. RSUs vest and are paid out in shares of Class A Common Stock on a one-to-one basis on the applicable vesting date. RSUs generally vest in three approximately equal installments unless otherwise indicated. Upon payout, shares are withheld to cover statutory tax obligations. RSUs are accompanied by dividend equivalent rights payable in cash at the time of the payout of the related shares.
  5. F5. RSUs granted August 28, 2023.
  6. F6. RSUs granted August 27, 2024. Assuming continued employment, these RSUs will vest and be paid out as follows: 4,998 on November 1, 2027.
  7. F7. RSUs granted August 28, 2025. Assuming continued employment, these RSUs will vest and be paid out as follows: 15,316 on November 1, 2027; and 15,316 on November 1, 2028.
Class A common shares received 22,746 shares Payout upon vesting on November 2, 2026
Shares withheld for tax purposes 12,579 shares November 2, 2026
Price per share withheld $108.30 per share Tax withholding on November 2, 2026
RSUs scheduled to vest and pay out 4,998 shares November 1, 2027; assuming continued employment
RSUs scheduled to pay out 15,316 shares November 1, 2027 and November 1, 2028; assuming continued employment
Restricted Stock Units financial
"Payout of shares upon vesting of portions of Restricted Stock Units"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
dividend equivalent rights financial
"RSUs are accompanied by dividend equivalent rights payable in cash"
Dividend equivalent rights are promises that mirror the cash payments shareholders get from a company’s profits, but they are paid to holders of certain awards (like stock options or restricted stock units) rather than to actual shares. Think of them as a paycheck top‑up that matches dividends while the award is not yet a real stock, and they matter to investors because they add to employee compensation costs and potential share dilution, affecting company profitability and per‑share value.
statutory tax obligations financial
"shares are withheld to cover statutory tax obligations"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many shares did EL CEO Stephane de la Faverie receive from RSU vesting?

Stephane de la Faverie received 22,746 Class A common shares on November 2, 2026, through payout upon vesting of portions of restricted stock units.

How many EL shares were withheld for taxes, and at what price?

12,579 shares were withheld for tax purposes at $108.30 per share on November 2, 2026.

When are Stephane de la Faverie's RSUs scheduled to vest?

Assuming continued employment, 4,998 RSUs granted August 27, 2024 are scheduled to vest and be paid out on November 1, 2027. RSUs granted August 28, 2025 are scheduled to pay out 15,316 on November 1, 2027 and 15,316 on November 1, 2028, also assuming continued employment.

Do Estée Lauder RSUs include dividend payments?

The RSUs are accompanied by dividend equivalent rights, payable in cash at the time the related shares are paid out.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
de la Faverie Stephane

(Last)(First)(Middle)
C/O THE ESTEE LAUDER COMPANIES INC.
767 FIFTH AVENUE

(Street)
NEW YORK NEW YORK 10153

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
ESTEE LAUDER COMPANIES INC [ EL ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
President and CEO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
11/02/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock11/02/2026M22,746(1)A$0(2)41,376.148D
Class A Common Stock11/02/2026F12,579(3)D$108.328,797.148D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units (Share Payout)(4)(2)11/02/2026M2,432 (5)11/02/2026Class A Common Stock2,432$0(2)0D
Restricted Stock Units (Share Payout)(4)(2)11/02/2026M4,998 (6)11/01/2027Class A Common Stock4,998$0(2)4,998D
Restricted Stock Units (Share Payout)(4)(2)11/02/2026M15,316 (7)11/01/2028Class A Common Stock15,316$0(2)30,632D
Explanation of Responses:
1. Payout of shares upon vesting of portions of Restricted Stock Units ("RSUs") granted August 28, 2023; August 27, 2024; and August 28, 2025.
2. Not applicable.
3. Represents the withholding of shares for tax purposes.
4. RSUs vest and are paid out in shares of Class A Common Stock on a one-to-one basis on the applicable vesting date. RSUs generally vest in three approximately equal installments unless otherwise indicated. Upon payout, shares are withheld to cover statutory tax obligations. RSUs are accompanied by dividend equivalent rights payable in cash at the time of the payout of the related shares.
5. RSUs granted August 28, 2023.
6. RSUs granted August 27, 2024. Assuming continued employment, these RSUs will vest and be paid out as follows: 4,998 on November 1, 2027.
7. RSUs granted August 28, 2025. Assuming continued employment, these RSUs will vest and be paid out as follows: 15,316 on November 1, 2027; and 15,316 on November 1, 2028.
Remarks:
Stephane de la Faverie, by Annalisa Loeffler, attorney-in-fact11/03/2026
** Signature of Reporting PersonDate
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 4 (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.
* Form 4: SEC 1474 (03-26)

Keep reading