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The Estee Lauder Companies Inc. Form 4 Filings

EL NYSE

Every Form 4 that The Estee Lauder Companies Inc. (EL) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow EL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full EL filings page.

Rhea-AI Summary

The Estée Lauder Companies (EL) reported an insider transaction. On 11/03/2025, the reporting person, a Director and 10% Owner, filed a Code J transaction involving 2,519,402 shares, acquired from LAL Family Partners, L.P. in redemption of its limited partnership interest, based on a price of $89.52 per share.

The filing notes that Class B Common Stock is convertible to Class A on a one-for-one basis and converts automatically under specified conditions.

Rhea-AI Summary

Estee Lauder Companies (EL) filed a Form 4 reporting a related-party transfer of Class B Common Stock by LAL Family Partners, L.P. in redemption of limited partnership interests. The transaction is coded “J,” which indicates “other” (non-open market) activity.

Key details: the redemption transfer was based on a price of $89.52 per share. Class B Common Stock is immediately convertible into Class A Common Stock on a one-for-one basis and is automatically converted upon certain transfers or when Class B falls below a threshold, as described. Following the reported transaction, 69,402,943 derivative securities were beneficially owned indirectly, as noted in the filing.

The reporting persons are identified as directors and filed jointly. LAL Family Corporation is the sole general partner of LAL Family Partners and indirectly beneficially owns the Class B shares to the extent of its pecuniary interest.

Rhea-AI Summary

Estee Lauder (EL) CEO and President Stephane de la Faverie reported RSU share payouts and related tax withholding on 11/03/2025. He acquired 9,066 Class A shares upon RSU vesting and had 5,015 shares withheld for taxes at $94.87 per share. Following these transactions, he directly beneficially owned 15,176.148 Class A shares.

Remaining RSUs total 2,432 (vesting on 11/02/2026) and 9,996 (vesting on 11/01/2027), consistent with prior annual grants and their vesting schedules.

Rhea-AI Summary

Estee Lauder Companies (EL) reported insider equity activity by Executive VP & CFO Akhil Shrivastava on 11/03/2025. Following RSU vesting, he acquired 3,682.77 shares of Class A common stock, with 1,294.77 shares withheld to cover taxes at $94.87 per share, resulting in 4,769.03 shares held directly.

The RSUs pay out one-for-one in stock upon vesting. Remaining RSU awards are scheduled to vest on future dates, including November 2, 2026 and November 1, 2027.

Rhea-AI Summary

Estee Lauder Companies (EL) insider transaction: Executive Vice President & General Counsel Rashida La Lande reported RSU-related share activity. On 11/03/2025, 3,589 shares of Class A Common Stock were delivered upon vesting of previously granted RSUs, then 1,985 shares were withheld to cover taxes at $94.87 per share. Following these transactions, she held 1,604 shares directly.

The RSUs were granted on August 27, 2024 and pay out in shares on a one-to-one basis. After the reported conversion, 7,179 RSUs remained outstanding. The filing notes future vesting tranches of 3,589 shares on November 2, 2026 and 3,590 shares on November 1, 2027.

Rhea-AI Summary

Estee Lauder (EL): Executive Vice President Meridith Webster reported RSU vesting and related share activity. On 11/03/2025, 3,497 shares of Class A Common Stock were issued upon RSU payouts (code M). On the same date, 1,262 shares were withheld for taxes at $94.87 (code F). Following these transactions, she directly beneficially owned 5,430 Class A shares.

The RSU entries reflect conversions tied to grants from September 6, 2022 (492 shares), August 28, 2023 (859 shares), and August 27, 2024 (2,146 shares). Remaining derivative holdings were 0, 859, and 4,293 RSUs, respectively, after the reported transactions.

Rhea-AI Summary

Estee Lauder (EL): William P. Lauder, a Director and 10% Owner, reported RSU-related transactions on 11/03/2025. He received 7,238 shares of Class A Common Stock from the vesting of previously granted restricted stock units and had 4,005 shares withheld to satisfy taxes at $94.87 per share. Following these transactions, he directly beneficially owned 13,300 Class A shares. The activity reflects routine RSU vesting and tax withholding mechanics as described in the footnotes.

Rhea-AI Summary

The Estée Lauder Companies (EL) executive Michael Bowes reported RSU activity. On 11/03/2025, 1,673.73 Class A shares were acquired upon RSU payouts, and 596.73 shares were withheld for taxes at $94.87.

Following these transactions, he directly owned 1,752.219 Class A shares. The filing notes remaining RSUs scheduled to pay out in shares, assuming continued employment: 457 on November 2, 2026; 871 on November 2, 2026; and 871 on November 1, 2027.

Rhea-AI Summary

Estee Lauder (EL) executive reports Form 4 activity. On 11/03/2025, Exec VP & CBO Jane Hertzmark Hudis received 10,984 shares of Class A Common Stock from RSU vesting (code M) and had 6,077 shares withheld to satisfy taxes (code F) at $94.87 per share. Following these transactions, she beneficially owned 27,385 shares directly.

The filing shows remaining RSU awards outstanding of 2,973 shares (expiring 11/02/2026) and 11,908 shares (expiring 11/01/2027), which settle one-for-one in Class A shares upon vesting.

Rhea-AI Summary

The Estée Lauder Companies (EL) reported insider equity activity by officer Roberto Canevari (Exec VP & CVCO) on 11/03/2025. RSUs vested and were paid out as 6,876 Class A shares, and 3,300 shares were withheld to cover taxes at $94.87 per share. Following these transactions, Canevari directly beneficially owns 10,403 Class A shares.

The filing reflects multiple RSU grants: annual and non-annual awards from September 2022 and annual awards from August 2023 and August 2024. Certain RSUs remain scheduled to vest and pay out in shares, including 1,499 shares on November 2, 2026 and 3,054 shares on November 1, 2027, as disclosed.