ESTEE LAUDER COMPANIES INC·4

Mar 2, 1:33 PM ET

FRIBOURG PAUL J 4

4 · ESTEE LAUDER COMPANIES INC · Filed Mar 2, 2026

Research Summary

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Estée Lauder (EL) Director Paul J. Fribourg Receives Award

What Happened
Paul J. Fribourg, a director of Estée Lauder Companies Inc. (EL), was granted 308.3 stock units on 2026-02-27. The units are reported at an imputed price of $109.47 each, for a total value of $33,750. The transaction is coded as an award/grant (derivative stock units), not an open-market purchase or sale.

Key Details

  • Transaction date: 2026-02-27; Form 4 filed: 2026-03-02 (appears timely).
  • Grant: 308.3 stock units valued at $109.47 each, total $33,750. (Transaction code A = Award/Grant)
  • Shares owned after transaction: not reported in this filing.
  • Footnotes:
    • F1: Each stock unit is a cash payout convertible 1:1 to the value of one Class A common share.
    • F2: Grant issued in lieu of quarterly cash board and committee retainers.
    • F3: Payout is deferred — units will be paid the first business day of the calendar year after the reporting person’s service as a director ends.
  • No 10b5-1 plan, tax-withholding sale, or exercise/sale of options reported in this filing.

Context
This is a routine director compensation grant (stock units paid instead of cash) and is a derivative award with deferred cash payout upon end of service, so it does not represent an immediate open-market buy or sell. Such grants are common for non-employee directors and should be viewed as compensation rather than a direct signal of the director’s market view.

Insider Transaction Report

Form 4
Period: 2026-02-27
Transactions
  • Award

    Stock Units (Cash Payout)

    [F1][F2][F3]
    2026-02-27$109.47/sh+308.3$33,75040,907.34 total
    Class A Common Stock (308.3 underlying)
Footnotes (3)
  • [F1]Each stock unit (cash payout) is convertible into cash equal to the value of one share of Class A Common Stock (i.e. 1:1).
  • [F2]Represents grant of Stock Units in lieu of cash for quarterly board, committee chair, and committee member retainers.
  • [F3]The Stock Units (cash payout) will be paid out the first business day of the calendar year following the last date of the Reporting Person's service as a director of the Company.
Signature
Paul J. Fribourg, by Robin Cohen, Attorney-in-fact|2026-03-02

Documents

3 files