elf Beauty SEC Filings

e.l.f. Beauty, Inc. (ELF) director Lauren Cooks Levitan reported an insider equity transaction. On 11/24/2025, she exercised a stock option for 2,600 shares of common stock at an exercise price of $8.23 per share, acquiring those shares. On the same date, she sold 2,600 shares of common stock at a weighted average price of $71.7074 per share and an additional 1,160 shares at $71.6312 per share in open-market transactions. After these moves, she beneficially owned 11,550 shares of e.l.f. Beauty common stock, which includes 1,203 restricted stock units.

e.l.f. Beauty (symbol ELF) filed a notice of proposed sale of restricted securities under Rule 144. The filing covers a planned sale of 3,760 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of $269,531.43 based on the figures in the notice. The notice states that 59,636,768 shares of common stock were outstanding, and the approximate sale date listed is 11/24/2025.

The shares to be sold were acquired from the issuer through several equity awards, including restricted stock granted on 08/21/2020, 08/24/2023, and 08/22/2025, and 2,600 shares obtained via a stock option exercise on 11/24/2025 paid in cash. The person for whose account the securities are to be sold represents that they do not know of any material adverse information about the issuer’s operations that has not been publicly disclosed.

e.l.f. Beauty (ELF) CEO Tarang Amin reported insider transfers of common stock to family trusts on 11/11/2025 and 11/12/2025. The Form 4 lists Code G transactions at $0, including a transfer of 37,570 shares and additional trust re-titlings of 18,785 shares.

Following the reported transactions, direct holdings were 122,470 shares, which include 81,818 restricted stock units. The filing also shows indirect holdings, including 37,570 shares by a Family Trust, 468,532 shares by the Amin Family General Partnership, and 40,295 shares each by 2025 Family Trust I and II.

Baillie Gifford & Co. filed an amended Schedule 13G reporting a significant passive stake in e.l.f. Beauty, Inc. (ELF). The firm reports beneficial ownership of 7,349,678 shares of common stock, representing 12.95% of the class as of the event date. It has sole voting power over 3,482,546 shares and sole dispositive power over 7,349,678 shares, with no shared voting or dispositive power.

Filed as an investment adviser, the disclosure states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The filing is identified as Amendment No. 3 and relates to common stock with CUSIP 26856L103, tied to an event dated 09/30/2025.

e.l.f. Beauty (ELF) reported an amended Form 4 for CEO and Director Tarang Amin, correcting prior figures and detailing a 10b5-1 plan transaction on 10/01/2025. Amin exercised 194,537 stock options at $17 and executed sales solely to cover tax liabilities, then retained the remaining exercise shares.

Sales disclosed were 6,817 shares at a weighted average $130.3629, 33,038 at $131.8583, 64,030 at $132.4099, and 12,430 at $133.4391. Following these transactions, direct beneficial ownership was 160,040 shares, which includes 81,818 restricted stock units. Additional indirect holdings were reported through family trusts and a family partnership.

e.l.f. Beauty reported quarterly results for the three months ended September 30, 2025. Net sales were $343.9 million, up 14% year over year, led by growth in both retailer and e‑commerce channels. Gross margin was 69%. Selling, general and administrative expenses rose to 67% of sales, and higher interest expense weighed on earnings, resulting in net income of $3.0 million (diluted EPS $0.05) versus $19.0 million a year ago.

The company closed the rhode acquisition on August 5, 2025 for $896.5 million, consisting of $589.1 million in cash, $300.3 million in stock (2,582,371 shares) and a contingent earnout initially valued at $7.1 million. Post‑close, rhode contributed $52.4 million of net sales and $15.1 million of net income in the quarter.

To fund the deal, e.l.f. added a $600.0 million term loan, taking total debt to $856.7 million and ending the quarter with $194.4 million in cash and cash equivalents. Shares outstanding were 59,636,768 as of November 6, 2025.

e.l.f. Beauty, Inc. (ELF) furnished a press release announcing its financial results for the three and six months ended September 30, 2025. The release is attached as Exhibit 99.1.

The information under Item 2.02 and Exhibit 99.1 is being furnished, not filed, under the Exchange Act and is not incorporated by reference into other filings except as specifically stated.

e.l.f. Beauty, Inc. filed Amendment No. 1 to its Form 8-K to provide required financial statements and unaudited pro forma information related to its August 5, 2025 acquisition of HRBeauty LLC (“rhode”).

The filing includes rhode’s audited consolidated financial statements as of and for the year ended December 31, 2024 (Ex. 99.1), unaudited condensed financial statements as of and for the six months ended June 30, 2025 (Ex. 99.2), and unaudited pro forma condensed combined statements: a balance sheet as of June 30, 2025 and statements of operations for the year ended March 31, 2025 and the three months ended June 30, 2025 (Ex. 99.3). The pro forma data are presented for illustrative purposes only. The amendment makes no other changes to the original 8-K.

Tarang Amin, who is listed as Chief Executive Officer and a Director of e.l.f. Beauty, Inc. (ELF), reported multiple transactions with an earliest transaction date of 10/01/2025. The filing shows an exercise of 116,315 stock options at a $17 exercise price executed under a 10b5-1 trading plan adopted on June 13, 2025, and subsequent sales of those same 116,315 shares in multiple trades at weighted-average prices reported across four grouped sales. After these transactions the reporting person holds 78,222 shares directly and additional indirect holdings through family trusts and partnerships, including reported indirect blocks of 228,037, 468,532, and two trusts of 40,295 each. The filing also discloses 81,818 restricted stock units included in beneficial ownership.