Long Annabelle Yu 4

What Happened

• Annabelle Yu, a director of Estée Lauder Companies Inc. (EL), received an equity award on 2026-06-15: 3.06 stock units granted at a reported value of $90.00 per unit, totaling approximately $275. The transaction is reported as a derivative acquisition (transaction code A).

Key Details

• Transaction date and price: 2026-06-15; 3.06 units × $90.00 = ~$275.
• Transaction type/code: Grant/Award (A); derivative stock units rather than immediate common shares.
• Shares owned after transaction: Not specified in the filing.
• Footnotes:
  • F2: Represents reinvestment of dividend equivalents on outstanding stock units.
  • F3: 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.
  • F1: Not applicable.
• Filing timeliness: Report filed 2026-06-16 for a 2026-06-15 transaction (filed timely).

Context

• These are deferred stock units (derivative awards) that will be converted/paid out after Ms. Yu’s service as a director ends, not immediate open-market purchases or sales. Such awards commonly reflect compensation or dividend-equivalent reinvestments and do not by themselves indicate near-term buying or selling in the public market.