FRIBOURG PAUL J reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies Inc. director Paul J. Fribourg received a grant of 409.73 Stock Units (Cash Payout) on 2026-07-21 as compensation in lieu of cash for quarterly board and committee retainers. Each unit is linked 1:1 to the value of a share of Class A Common Stock and will be paid in cash after his service as director ends. Following this grant, he holds 42,060.13 such stock units directly.
STERNLICHT BARRY S reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies Inc. director Barry S. Sternlicht received a grant of 327.7800 Stock Units (Cash Payout) valued at $82.3700 per unit, in lieu of cash quarterly board and committee retainers. Each unit pays cash equal to one share of Class A Common Stock and will be paid on the first business day of the calendar year after his board service ends. Following this grant, he holds 47,925.1800 such units directly.
Zinterhofer Eric Louis reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies Inc. reported that director Eric Louis Zinterhofer received a grant of 327.780 Stock Units (Cash Payout) on July 21, 2026, in lieu of cash for quarterly board and committee member retainers.
Each unit is tied to the cash value of one share of Class A Common Stock and will be paid on the first business day of the calendar year following his last date of service as a director. After this grant, he holds 2,313.020 Stock Units (Cash Payout).
The Estée Lauder Companies Inc. expanded and finalized approvals under its multi‑year Profit Recovery and Growth Plan restructuring program, aimed at rebuilding operating margins and supporting future sales growth.
As of June 30, 2026, the company expects to record cumulative restructuring and other charges of approximately $1,748 million (before tax) for initiatives approved since inception. These charges span sales returns, cost of sales and operating expenses, and are largely tied to employee severance, asset-related costs, contract terminations and other exit costs. Initiatives include reorganizing go‑to‑market models, transforming digital operations, and right‑sizing enabling functions, with approvals concluded by June 30, 2026 and substantial completion targeted by the end of fiscal 2027.
Estee Lauder Companies Inc. director Eric Louis Zinterhofer reported routine compensation-related awards of stock units tied to dividend reinvestment. He acquired 7.69 stock units with a cash payout feature and 10.9 stock units with a share payout feature, each linked to Class A Common Stock.
The filing notes these represent reinvestment of dividend equivalents on outstanding stock units. The units will be paid on the first business day of the calendar year after Zinterhofer’s service as a director ends, adding modestly to his deferred equity-based compensation balances.
ESTEE LAUDER COMPANIES INC director Richard F. Zannino reported automatic stock unit awards linked to dividend reinvestments. On 2026-06-15, he acquired 41.44 stock units indirectly through an LLC and 11.60 stock units in a direct account, both labeled as "Stock Units (Share Payout)." Each stock unit represents a right to receive one share of Class A Common Stock. The filing notes these awards reflect reinvestment of dividend equivalents on outstanding stock units, functioning as compensation rather than open‑market purchases.
The indirect units are held by a limited liability company owned by trusts for the benefit of his family, over which he has investment power. Following these awards, indirect stock unit holdings reported in this entry total 10,697.76 units and direct stock unit holdings total 2,995.13 units. All such stock units are scheduled to be paid out in shares on the first business day of the calendar year after his service as a director ends.
ESTEE LAUDER COMPANIES INC director Jennifer Tejada acquired additional equity-based compensation through dividend reinvestment. She received 17.08 stock units at a reference price of $90.00 per unit, credited as dividend equivalents on existing stock units.
Following this grant, she holds a total of 4,410.51 stock units directly. These stock units are designed to be paid out in Class A Common Stock on the first business day of the calendar year after her service as a director ends.
Estee Lauder Companies director Dana Strong reported a small compensation-related equity accrual. On the reported date, Strong acquired 3.06 stock units tied to Class A Common Stock through reinvested dividend equivalents at a reference price of $90.00 per unit, bringing the director’s total stock units to 792.14. These stock units are scheduled to pay out in shares on the first business day of the calendar year after Strong’s service as a director ends.
Estee Lauder Companies director Barry S. Sternlicht reported routine stock-based compensation in the form of additional stock units. On 2026-06-15, he acquired 184.38 Stock Units (Cash Payout) and 72.50 Stock Units (Share Payout), both tied to Class A Common Stock at a reference price of $90.00 per unit.
Footnotes explain these entries represent reinvestment of dividend equivalents on his outstanding stock units rather than open-market purchases. After these credits, he holds 47,597.40 cash-payout stock units and 18,715.84 share-payout stock units, which will be paid out on the first business day of the calendar year following the last date of his service as a director.
ESTEE LAUDER COMPANIES INC director Arturo Nunez reported an automatic award of stock units tied to dividend reinvestment. On the transaction date, he acquired 16.58 stock units at a reference price of $90.00 per unit, linked to Class A Common Stock.
The filing states these units represent reinvested dividend equivalents on previously outstanding stock units. Following this grant, Nunez holds a total of 4,280.26 stock units. According to the disclosure, the stock units will be paid out in shares on the first business day of the calendar year after his service as a director ends.