BARSHEFSKY CHARLENE 4

What Happened Charlene Barshefsky, a director of Estee Lauder Companies Inc. (EL), was granted 91.71 stock units (reported as a derivative award) on 2026-06-15. The units were valued at $90.00 each, for a notional value of $8,254. This was an award/grant (code A) — not an open-market purchase or sale — and represents compensation rather than a direct share purchase.

Key Details

• Transaction date and price: 2026-06-15; 91.71 units @ $90.00 each (total value $8,254).
• Transaction type: Award/grant of stock units (derivative), reported on Form 4 filed 2026-06-16 (Accession 0001145766-26-000004).
• Shares owned after transaction: Not reported in this filing.
• Footnotes:
  • F2: Represents reinvestment of dividend equivalents on outstanding stock units.
  • F3: The stock units 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.
• Timeliness: Reported the next business day (filed 2026-06-16 for a 2026-06-15 grant) — no indication of a late filing.

Context This is a compensation-related award of stock units (a derivative) rather than an outright share purchase or sale. Such grants are routine for non-employee directors and are paid out later (per F3) — they do not necessarily indicate the director buying or selling shares in the market. The filing also notes reinvested dividend equivalents, meaning dividends on the underlying units were credited back into additional units.