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ESTEE LAUDER COMPANIES INC director Richard F. Zannino acquired additional stock units as part of his board compensation. On March 16, 2026, he received 11.6800 stock units with a share payout in his direct account and 41.7100 stock units through an LLC owned by family trusts. Footnotes state these amounts represent reinvestment of dividend equivalents on outstanding stock units, rather than open-market purchases. The stock units are tied to Class A Common Stock and will be paid out in shares on the first business day of the calendar year following his last day of service as a director.
ESTEE LAUDER COMPANIES INC director Jennifer Tejada acquired 17.2 stock units through a compensation-related award. The stock units represent a reinvestment of dividend equivalents on her outstanding stock units and correspond to 17.2 shares of Class A Common Stock.
After this transaction, Tejada holds a total of 4,393.39 stock units directly. These 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.
Strong Dana reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies director Dana Strong received 3.09 stock units as a grant tied to dividend reinvestment. These stock units represent dividend equivalents on existing stock unit holdings and increase Strong’s stock unit balance to 789.08 units.
The stock units are designed for long-term retention and 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 Strong’s service as a director.
FRIBOURG PAUL J reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies Inc. director Paul J. Fribourg reported receiving a grant of 308.3 Stock Units (cash payout) on February 27, 2026. Each unit is tied 1:1 to the value of one share of Class A common stock and is awarded in lieu of cash retainers for board and committee service. These stock units will be paid in cash on the first business day of the calendar year after his board service ends, and his direct holdings in these units total 40,907.34 following the grant.
STERNLICHT BARRY S reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies director Barry S. Sternlicht received an equity-linked compensation grant. On February 27, 2026, he was awarded 246.64 Stock Units (cash payout) at a reference value of $109.47 per unit, reported as a derivative security.
Each stock unit is tied 1:1 to the value of one share of Class A Common Stock but will be settled in cash, not stock. The grant represents quarterly board and committee retainers taken in stock units instead of cash, and will be paid on the first business day of the calendar year after his board service ends. Following this award, Sternlicht directly holds 46,891.8 stock units.
Zinterhofer Eric Louis reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies director Eric Louis Zinterhofer received a grant of 246.64 stock units (cash payout) as board compensation. Each stock unit is tied to the value of one share of Class A Common Stock at $109.47 per unit and is awarded in lieu of cash retainers for quarterly board and committee service. These stock units will be paid in cash on the first business day of the calendar year after his service as a director ends, bringing his total stock units to 1,634.78 following this grant.
Estee Lauder Companies President and CEO Stephane de la Faverie reported equity compensation activity tied to Restricted Stock Units (RSUs). On the vesting date, 5,787 RSUs were converted into an equal number of Class A Common Stock shares at a stated price of $0.00 per share, reflecting a share-payout from previously granted awards.
Of the shares delivered, 2,333 Class A shares were withheld at $109.01 per share to satisfy tax obligations, a disposition classified as a tax-withholding transaction rather than an open-market sale. Following these transactions, his directly held Class A Common Stock position was reported as 18,630.148 shares, and 11,574 RSUs remained outstanding. Footnotes state that these RSUs vest on a one-to-one basis into Class A shares and are generally paid in installments, with associated cash dividend equivalents.
Estee Lauder Companies Executive VP & CFO Akhil Shrivastava reported equity award activity involving restricted stock units (RSUs) and Class A Common Stock. On February 27, 2026, RSUs granted on February 26, 2024 paid out in 5,265.1453 shares of Class A Common Stock, including dividend reinvestment shares, through an exercise or conversion of derivative securities.
On the same date, 1,912.1453 shares of Class A Common Stock were disposed of at $109.01 per share to cover tax withholding obligations, as described in the filing. After these transactions, direct holdings reported in Class A Common Stock increased, and the RSUs are structured to vest generally in three approximately equal installments, with an additional 5,172 RSUs scheduled to vest and be paid out on February 26, 2027, assuming continued employment.
Lammers Hendrik Rene reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies reported that executive officer Hendrik Rene Lammers received new equity awards. On February 26, 2026, he was granted options for 28,156 shares at no cost as a grant. According to the plan terms, 9,385 options become exercisable from and after February 26, 2027, 9,385 from and after February 28, 2028, and 9,386 from and after February 28, 2029.
He was also granted 7,507 Restricted Stock Units (RSUs) that vest and pay out in Class A shares on a one-to-one basis, generally in three installments, with shares withheld at payout to cover statutory taxes and accompanied by dividend equivalent rights payable in cash. A further 13,405 non-annual RSUs granted on February 26, 2026 will, assuming continued employment, vest and pay out as 2,502 and 4,468 RSUs on February 26, 2027, 2,502 and 4,468 on February 28, 2028, and 2,503 and 4,469 on February 28, 2029.
LAL Family Corporation reported its ownership stake in The Estee Lauder Companies Inc. through an amended Schedule 13G/A. As of December 31, 2025, it beneficially owned 69,402,943 shares that are convertible into Class A Common Stock.
Based on Estee Lauder’s share count as of January 29, 2026, this position represents about 21.9% of the outstanding Class A Common Stock. Because the shares are held as Class B stock with ten votes per share, LAL Family Corporation’s voting power is approximately 49.8% of the company’s aggregate voting power.
The shares are owned indirectly through LAL Family Partners L.P., where LAL Family Corporation is the sole general partner. LALFP is party to a longstanding Stockholders’ Agreement under which Lauder family–related stockholders coordinate voting, and shares subject to that agreement collectively represent about 82.2% of Estee Lauder’s total voting power as of December 31, 2025.