Stephane de la Faverie - 03 Nov 2025 Form 4 Insider Report for ESTEE LAUDER COMPANIES INC (EL)

Role
President and CEO
Signature
Stephane de la Faverie, by Spencer G. Smul, attorney-in-fact
Issuer symbol
EL
Transactions as of
03 Nov 2025
Net transactions value
-$475,773
Form type
4
Filing time
05 Nov 2025, 10:33:15 UTC
Previous filing
02 Sep 2025
Next filing
02 Mar 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
de la Faverie Stephane President and CEO C/O THE ESTEE LAUDER COMPANIES INC., 767 FIFTH AVENUE, NEW YORK Stephane de la Faverie, by Spencer G. Smul, attorney-in-fact 04 Nov 2025 0001955038

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction EL Class A Common Stock Options Exercise +9,066 +81% 20,191 03 Nov 2025 Direct F1, F2
transaction EL Class A Common Stock Tax liability $475,773 -5,015 -25% $94.87 15,176 03 Nov 2025 Direct F3

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction EL Restricted Stock Units (Share Payout) Options Exercise -1,638 -100% 0 03 Nov 2025 Class A Common Stock 1,638 Direct F2, F4, F5
transaction EL Restricted Stock Units (Share Payout) Options Exercise -2,431 -50% 2,432 03 Nov 2025 Class A Common Stock 2,431 Direct F2, F4, F6
transaction EL Restricted Stock Units (Share Payout) Options Exercise -4,997 -33% 9,996 03 Nov 2025 Class A Common Stock 4,997 Direct F2, F4, F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Payout of shares upon vesting of portions of Restricted Stock Units ("RSUs") granted September 6, 2022; August 28, 2023; and August 27, 2024.
F2 Not applicable.
F3 Represents the withholding of shares for tax purposes.
F4 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.
F5 Annual RSUs granted September 6, 2022.
F6 Annual RSUs granted August 28, 2023. Assuming continued employment, these RSUs will vest and be paid out as follows: 2,432 on November 2, 2026.
F7 Annual RSUs granted August 27, 2024. Assuming continued employment, these RSUs will vest and be paid out as follows: 4,998 on November 2, 2026; and 4,998 on November 1, 2027.