Estée Lauder director adds 86 stock units

Estee Lauder director Charlene Barshefsky received 86.09 additional stock units from dividend-equivalent reinvestment, increasing her deferred stock-unit balance.

Rhea-AI Filing Summary

ESTEE LAUDER COMPANIES INC (EL) reported that director Charlene Barshefsky received an automatic acquisition of 86.09 stock units on September 15, 2026. These units represent reinvestment of dividend equivalents on her outstanding stock units at a reference value of $96.25 per unit, bringing her directly held stock-unit balance to 23,761.32 units. The stock units will be paid out in shares of Class A Common Stock on the first business day of the calendar year following the last date of her service as a director.

Insider Trade Summary

Grant/Award: 86.09 shares

Grant/Award 1 txn

Insider BARSHEFSKY CHARLENE

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Stock Units (Share Payout) F1, F2, F3	86.09	$96.25	$8K

Holdings After Transaction: Stock Units (Share Payout) — 23,761.32 contracts (Direct)

Footnotes (3)

1. F1. Not applicable.
2. F2. Represents reinvestment of dividend equivalents on outstanding stock units.
3. F3. The stock units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company.

Key Figures

Stock units acquired: 86.09 units Reference value per stock unit: $96.25 per unit Total stock units held after transaction: 23,761.32 units +1 more

4 metrics

Stock units acquired 86.09 units Dividend-equivalent reinvestment on September 15, 2026

Reference value per stock unit $96.25 per unit Value reported for the September 15, 2026 grant

Total stock units held after transaction 23,761.32 units Director’s directly held stock units after the acquisition

Transaction date September 15, 2026 Date of dividend-equivalent stock unit reinvestment

Key Terms

dividend equivalents, Stock Units (Share Payout), Class A Common Stock

3 terms

dividend equivalents financial

"Represents reinvestment of dividend equivalents on outstanding stock units"

Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.

Stock Units (Share Payout) financial

"security title is Stock Units (Share Payout) for this grant"

Class A Common Stock financial

"underlying security title is Class A Common Stock"

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

FAQ

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

What insider transaction did EL disclose for Charlene Barshefsky?

Estee Lauder disclosed that director Charlene Barshefsky acquired 86.09 stock units on September 15, 2026 through reinvestment of dividend equivalents on her outstanding stock units, classified as a grant or other acquisition transaction.

How many stock units does Charlene Barshefsky hold in EL after this transaction?

After the September 15, 2026 transaction, Charlene Barshefsky directly holds a total of 23,761.32 stock units tied to Estee Lauder Class A Common Stock, according to the Form 4 disclosure.

What was the reference value per unit in the EL Form 4 transaction?

The Form 4 reports a value of $96.25 per stock unit for the September 15, 2026 dividend-equivalent reinvestment in Estee Lauder stock units.

When will Charlene Barshefsky’s EL stock units be paid out?

The stock units will be paid out in shares of Class A Common Stock on the first business day of the calendar year following the last date of Charlene Barshefsky’s service as a director of Estee Lauder.

Was the EL Form 4 transaction made under a Rule 10b5-1 plan?

The filing indicates that no Rule 10b5-1 trading plan is affirmed for this transaction; the document-level Rule 10b5-1 checkbox is marked false.

What type of security is involved in the EL insider transaction?

The transaction involves Stock Units (Share Payout), which are derivative securities that will be settled in Class A Common Stock of Estee Lauder upon payout.

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

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Available on EDGAR 09/16/2026 - 04:47 PM Accepted by SEC EDGAR 09/16/2026 - 04:46 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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^*

BARSHEFSKY CHARLENE

(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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/15/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Units (Share Payout)	(1)	09/15/2026		A(2)		86.09		(3)	(3)	Class A Common Stock	86.09	$96.25	23,761.32	D

Explanation of Responses:

1. Not applicable.

2. Represents reinvestment of dividend equivalents on outstanding stock units.

3. The stock units will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company.

Remarks:

	Charlene Barshefsky, by Robin Cohen, Attorney-in-fact	09/16/2026
	** 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 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)