ESTEE LAUDER COMPANIES INC·4

Apr 10, 4:16 PM ET

LAUDER RONALD S 4

4 · ESTEE LAUDER COMPANIES INC · Filed Apr 10, 2026

Research Summary

AI-generated summary of this filing

Updated

Estee Lauder (EL) 10% Owner Ronald Lauder Gifts 4.77M Shares

What Happened Ronald S. Lauder, reported as a 10% owner of Estee Lauder Companies Inc. (EL), transferred (gifted) 4,768,846 shares of Class B common stock on April 8, 2026. No exercise or sale price is reported (N/A); the filing indicates the transfer was made for no consideration. The Form 4 was filed on April 10, 2026.

Key Details

  • Transaction date: 2026-04-08; Form 4 filed: 2026-04-10 (appears timely).
  • Transaction type: Gift (code G). Shares disposed: 4,768,846 Class B Common Stock. Price/Value: N/A (no cash consideration).
  • Beneficial ownership/ownership after transaction: filing notes these shares are owned directly by RSL Shares Trust (Reporting Person is grantor); Reporting Person also associated with The Descendants of RSL 1966 Trust. Exact post-transaction beneficial totals are not provided.
  • Footnotes of note:
    • F1: Class B shares have no exercise/conversion price and may convert one-for-one into Class A shares; they auto-convert on transfer to non‑permitted transferees or under certain record-date conditions.
    • F2: Reporting person transferred shares to "RSL Shares Trust u/a/d March 2, 2026" for no consideration.
    • F4–F6: Reporting person disclaims beneficial ownership to the extent he lacks pecuniary interest; some shares are owned directly by the named trusts and the reporting person is grantor/trustee.
  • No indication this was an open‑market sale or a purchase; it was a non‑cash gift/transfer.

Context Gifts to family trusts or similar entities are often estate‑planning or wealth‑management moves and do not necessarily signal the insider's view of the company’s stock. As a reported 10% owner (not an executive trading for compensation), Lauder's transfer to trusts is administrative/structural rather than a market sale.

Insider Transaction Report

Form 4
Period: 2026-04-08
LAUDER RONALD S
Chairman, Clinique Labs, LLC10% Owner
Transactions
  • Gift

    Class B Common Stock

    [F1][F2][F3]
    2026-04-084,768,8460 total
    Class A Common Stock (4,768,846 underlying)
Holdings
  • Class B Common Stock

    [F1][F4][F5]
    (indirect: By Trust)
    Class A Common Stock (4,768,846 underlying)
    4,768,846
  • Class B Common Stock

    [F1][F4][F6]
    (indirect: By Trust)
    Class A Common Stock (6,364 underlying)
    6,364
Footnotes (6)
  • [F1]There is no exercise or conversion price for the Class B Common Stock. Shares of Class B Common Stock (i) may be converted immediately on a one-for-one basis by the holder into shares of Class A Common Stock and (ii) are automatically converted into Class A Common Stock on a one-for-one basis upon transfer to a person or entity that is not a "Permitted Transferee" (as defined in Issuer's Restated Certificate of Incorporation) or soon after a record date for a meeting of stockholders where the outstanding Class B Common Stock constitutes less than 10% of the outstanding shares of Common Stock of the Issuer.
  • [F2]The Reporting Person transferred shares to RSL Shares Trust u/a/d March 2, 2026 ('RSL Shares Trust') for no consideration.
  • [F3]Not applicable.
  • [F4]The Reporting Person disclaims beneficial ownership of these shares to the extent he does not have a pecuniary interest in such securities.
  • [F5]Owned directly by RSL Shares Trust. Reporting person is grantor.
  • [F6]Owned directly by The Descendants of RSL 1966 Trust ('RSL 1966 Trust'). Reporting person is grantor and trustee.
Signature
Ronald S. Lauder, by Annalisa Loeffler, attorney-in-fact|2026-04-10

Documents

3 files
  • 4
    wk-form4_1775852168.xmlPrimary

    FORM 4

  • EX-24
  • GRAPHIC
    poa_rsl2026001.jpg

    GRAPHIC