SEC Form 4 · accession 0001628280-26-059634
ESTEE LAUDER COMPANIES INC · EL
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Stephane de la Faverie
Officer — President and CEO
Period of report
Aug 27, 2026
Accepted (ET)
Aug 31, 2026 · 5:34 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001001250
Table I — non-derivative securities
No Table I lines on this filing.
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Restricted Stock Units (Share Payout)F1,F2,F3 | — | Aug 27, 2026 | A | 37,661 | A | Nov 1, 2027 | Nov 1, 2029 | Class A Common Stock | 37,661 | 37,661 | D |
| Stock Option (Right to Buy)F2,F4 | $106.21 | Aug 27, 2026 | A | 137,238 | A | Nov 1, 2027 | Aug 27, 2036 | Class A Common Stock | 137,238 | 137,238 | D |
Explanation of responses
- F1Restricted Stock Units ("RSUs") vest and are paid out in shares of Class A Common Stock on a one-to-one basis on the applicable vesting date. RSUs generally vest in three approximately equal installments unless otherwise indicated. Upon payout, shares are withheld to cover statutory tax obligations. RSUs are accompanied by dividend equivalent rights payable in cash at the time of the payout of the related shares.
- F2Not applicable.
- F3RSUs granted August 27, 2026. Assuming continued employment, these RSUs will vest and be paid out as follows: 12,553 on November 1, 2027; 12,554 on November 1, 2028; and 12,554 on November 1, 2029.
- F4Stock options granted pursuant to The Estee Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan in respect of: 45,746 shares exercisable from and after November 1, 2027; 45,746 shares exercisable from and after November 1, 2028; and 45,746 shares exercisable from and after November 1, 2029.