[Form 4] The Estee Lauder Companies Inc. Insider Trading Activity
Jane Hertzmark Hudis, Executive Vice President & Chief Brand Officer of The Est茅e Lauder Companies (EL) received equity awards on 08/28/2025 consisting of 20,475 restricted stock units vesting in three annual tranches beginning 11/02/2026, 20,297 restricted stock units vesting 11/01/2027, and 78,727 stock options with an exercise price of $91.77 and staggered exercisability beginning 11/02/2026 through 11/01/2028. RSUs pay out one-for-one in Class A common shares and include dividend equivalents; shares will be withheld at payout for taxes. The form is a Section 16 filing reporting these grants; all holdings are reported as direct beneficial ownership.
Jane Hertzmark Hudis, Vicepresidente esecutiva e Chief Brand Officer di The Est茅e Lauder Companies (EL) ha ricevuto il 28/08/2025 premi in equity costituiti da 20.475 unit脿 di azioni vincolate (RSU) con maturazione in tre tranche annuali a partire dal 02/11/2026, 20.297 unit脿 di azioni vincolate con maturazione il 01/11/2027 e 78.727 opzioni su azioni con prezzo di esercizio di $91,77 e esercitabilit脿 scaglionata dal 02/11/2026 al 01/11/2028. Le RSU verranno pagate una a una in azioni ordinarie di Classe A e comprendono equivalenti dei dividendi; alla liquidazione le azioni saranno trattenute per le imposte. Il modulo 猫 una comunicazione ai sensi della Sezione 16 che riporta questi conferimenti; tutte le partecipazioni sono indicate come propriet脿 beneficiaria diretta.
Jane Hertzmark Hudis, Vicepresidenta Ejecutiva y Chief Brand Officer de The Est茅e Lauder Companies (EL) recibi贸 el 28/08/2025 concesiones de capital consistentes en 20.475 unidades restringidas de acciones (RSU) que vencen en tres tramos anuales a partir del 02/11/2026, 20.297 unidades restringidas que vencen el 01/11/2027 y 78.727 opciones sobre acciones con un precio de ejercicio de $91,77 y ejercitabilidad escalonada desde el 02/11/2026 hasta el 01/11/2028. Las RSU se pagar谩n uno a uno en acciones ordinarias Clase A e incluyen equivalentes de dividendos; las acciones se retendr谩n al pago para impuestos. El formulario es una presentaci贸n conforme a la Secci贸n 16 que informa estas concesiones; todas las participaciones se declaran como propiedad beneficiaria directa.
Jane Hertzmark Hudis, The Est茅e Lauder Companies(EL) 鞝勲 瓴� 斓滉碃敫岆灉霌滌眳鞛勳瀽電� 2025-08-28鞐� 雼れ潓瓿� 臧欖潃 歆�攵� 歆�旮夓潉 氚涭晿鞀惦媹雼�: 2026-11-02攵�韯� 鞐瓣皠 3須� 攵勴暊搿� 氩犾姢韺呺悩電� 20,475 鞝滍暅 欤检嫕 雼渼(RSU), 2027-11-01鞐� 氩犾姢韺呺悩電� 20,297 鞝滍暅 欤检嫕 雼渼, 攴鸽Μ瓿� 頄夓偓臧�瓴� $91.77鞚� 78,727 欤检嫕 鞓奠厴鞙茧 2026-11-02攵�韯� 2028-11-01旯岇 雼硠鞝� 頄夓偓臧� 臧�電ロ暕雼堧嫟. RSU電� 韥措灅鞀� A 氤错喌欤茧 1雽�1 歆�旮夒悩氅� 氚半嫻 靸侅潙鞎§澊 韽暔霅橁碃, 歆�旮� 鞁� 靹戈笀 氇╈爜鞚� 欤检嫕 鞗愳矞歆曥垬臧� 鞚措（鞏挫雼堧嫟. 鞚� 靹滊電� 鞚措煬頃� 攵�鞐ゼ 氤搓碃頃橂姅 靹轨厴 16(Section 16) 鞝滌稖靹滊鞚措┌ 氇摖 氤挫湢電� 歆侅为 靾橃澋 靻岇湢搿� 氤搓碃霅橃棃鞀惦媹雼�.
Jane Hertzmark Hudis, Vice鈥憄r茅sidente ex茅cutive et Chief Brand Officer de The Est茅e Lauder Companies (EL) a re莽u le 28/08/2025 des attributions en actions comprenant 20 475 unit茅s d'actions restreintes (RSU) acquises en trois tranches annuelles 脿 compter du 02/11/2026, 20 297 unit茅s d'actions restreintes acquises le 01/11/2027, et 78 727 options d'achat d'actions avec un prix d'exercice de 91,77 $ et une exercabilit茅 茅chelonn茅e du 02/11/2026 au 01/11/2028. Les RSU seront converties une pour une en actions ordinaires de classe A et incluent des 茅quivalents de dividendes ; des actions seront retenues au paiement pour les imp么ts. Le formulaire est un d茅p么t au titre de la Section 16 d茅clarant ces attributions ; toutes les d茅tentions sont d茅clar茅es en propri茅t茅 b茅n茅ficiaire directe.
Jane Hertzmark Hudis, Executive Vice President & Chief Brand Officer der The Est茅e Lauder Companies (EL) erhielt am 28.08.2025 Aktienzuteilungen bestehend aus 20.475 Restricted Stock Units (RSU), die in drei j盲hrlichen Tranchen ab dem 02.11.2026 vesten, 20.297 Restricted Stock Units, die am 01.11.2027 vesten, sowie 78.727 Aktienoptionen mit einem Aus眉bungspreis von $91,77, deren Aus眉bungsrechte gestaffelt vom 02.11.2026 bis zum 01.11.2028 entstehen. Die RSUs werden eins zu eins in Class鈥慉鈥慡tammaktien ausgezahlt und enthalten Dividenden盲quivalente; bei Auszahlung werden Aktien zur Steuerabf眉hrung einbehalten. Das Formular ist eine Meldung nach Section 16, die diese Zuteilungen berichtet; alle Best盲nde sind als direkter wirtschaftlicher Eigentumsvorteil angegeben.
- Alignment with shareholders: RSUs and options incentivize long-term performance by vesting over multiple years
- Transparency: Filing discloses award sizes, vesting schedules, and option strike price ($91.77)
- Potential dilution: Awards represent 119,499 shares/options that could increase outstanding share count if vested/exercised
- Concentration of compensation: Significant equity allocation to a single senior officer may modestly increase executive shareholding concentration
Insights
TL;DR: Executive received standard long-term incentives; modest near-term dilution but aligns pay with performance.
The grants鈥攖otaling 119,499 equity instruments (RSUs plus options)鈥攁re typical annual and supplemental compensation for a senior executive and appear intended to retain and align management with shareholder value creation. The option strike of $91.77 sets a clear performance threshold for value realization. Impact on EPS and share count depends on future vesting, exercise behavior, and tax-withholding share retention; absent sales or exercises, immediate cash impact is nil while potential dilution is limited to the aggregate share count reported.
TL;DR: Compensation structure uses time-based RSUs and multi-year exercisable options鈥攕tandard governance practice.
The mix of time-vested RSUs with dividend equivalents and multi-year-staggered options aligns with conventional governance practices to promote retention and multi-year performance orientation. Reporting as direct ownership is appropriate. Material governance considerations include monitoring cumulative executive dilution and ensuring award sizes are consistent with peer practices; the filing itself discloses the material terms transparently.
Jane Hertzmark Hudis, Vicepresidente esecutiva e Chief Brand Officer di The Est茅e Lauder Companies (EL) ha ricevuto il 28/08/2025 premi in equity costituiti da 20.475 unit脿 di azioni vincolate (RSU) con maturazione in tre tranche annuali a partire dal 02/11/2026, 20.297 unit脿 di azioni vincolate con maturazione il 01/11/2027 e 78.727 opzioni su azioni con prezzo di esercizio di $91,77 e esercitabilit脿 scaglionata dal 02/11/2026 al 01/11/2028. Le RSU verranno pagate una a una in azioni ordinarie di Classe A e comprendono equivalenti dei dividendi; alla liquidazione le azioni saranno trattenute per le imposte. Il modulo 猫 una comunicazione ai sensi della Sezione 16 che riporta questi conferimenti; tutte le partecipazioni sono indicate come propriet脿 beneficiaria diretta.
Jane Hertzmark Hudis, Vicepresidenta Ejecutiva y Chief Brand Officer de The Est茅e Lauder Companies (EL) recibi贸 el 28/08/2025 concesiones de capital consistentes en 20.475 unidades restringidas de acciones (RSU) que vencen en tres tramos anuales a partir del 02/11/2026, 20.297 unidades restringidas que vencen el 01/11/2027 y 78.727 opciones sobre acciones con un precio de ejercicio de $91,77 y ejercitabilidad escalonada desde el 02/11/2026 hasta el 01/11/2028. Las RSU se pagar谩n uno a uno en acciones ordinarias Clase A e incluyen equivalentes de dividendos; las acciones se retendr谩n al pago para impuestos. El formulario es una presentaci贸n conforme a la Secci贸n 16 que informa estas concesiones; todas las participaciones se declaran como propiedad beneficiaria directa.
Jane Hertzmark Hudis, The Est茅e Lauder Companies(EL) 鞝勲 瓴� 斓滉碃敫岆灉霌滌眳鞛勳瀽電� 2025-08-28鞐� 雼れ潓瓿� 臧欖潃 歆�攵� 歆�旮夓潉 氚涭晿鞀惦媹雼�: 2026-11-02攵�韯� 鞐瓣皠 3須� 攵勴暊搿� 氩犾姢韺呺悩電� 20,475 鞝滍暅 欤检嫕 雼渼(RSU), 2027-11-01鞐� 氩犾姢韺呺悩電� 20,297 鞝滍暅 欤检嫕 雼渼, 攴鸽Μ瓿� 頄夓偓臧�瓴� $91.77鞚� 78,727 欤检嫕 鞓奠厴鞙茧 2026-11-02攵�韯� 2028-11-01旯岇 雼硠鞝� 頄夓偓臧� 臧�電ロ暕雼堧嫟. RSU電� 韥措灅鞀� A 氤错喌欤茧 1雽�1 歆�旮夒悩氅� 氚半嫻 靸侅潙鞎§澊 韽暔霅橁碃, 歆�旮� 鞁� 靹戈笀 氇╈爜鞚� 欤检嫕 鞗愳矞歆曥垬臧� 鞚措（鞏挫雼堧嫟. 鞚� 靹滊電� 鞚措煬頃� 攵�鞐ゼ 氤搓碃頃橂姅 靹轨厴 16(Section 16) 鞝滌稖靹滊鞚措┌ 氇摖 氤挫湢電� 歆侅为 靾橃澋 靻岇湢搿� 氤搓碃霅橃棃鞀惦媹雼�.
Jane Hertzmark Hudis, Vice鈥憄r茅sidente ex茅cutive et Chief Brand Officer de The Est茅e Lauder Companies (EL) a re莽u le 28/08/2025 des attributions en actions comprenant 20 475 unit茅s d'actions restreintes (RSU) acquises en trois tranches annuelles 脿 compter du 02/11/2026, 20 297 unit茅s d'actions restreintes acquises le 01/11/2027, et 78 727 options d'achat d'actions avec un prix d'exercice de 91,77 $ et une exercabilit茅 茅chelonn茅e du 02/11/2026 au 01/11/2028. Les RSU seront converties une pour une en actions ordinaires de classe A et incluent des 茅quivalents de dividendes ; des actions seront retenues au paiement pour les imp么ts. Le formulaire est un d茅p么t au titre de la Section 16 d茅clarant ces attributions ; toutes les d茅tentions sont d茅clar茅es en propri茅t茅 b茅n茅ficiaire directe.
Jane Hertzmark Hudis, Executive Vice President & Chief Brand Officer der The Est茅e Lauder Companies (EL) erhielt am 28.08.2025 Aktienzuteilungen bestehend aus 20.475 Restricted Stock Units (RSU), die in drei j盲hrlichen Tranchen ab dem 02.11.2026 vesten, 20.297 Restricted Stock Units, die am 01.11.2027 vesten, sowie 78.727 Aktienoptionen mit einem Aus眉bungspreis von $91,77, deren Aus眉bungsrechte gestaffelt vom 02.11.2026 bis zum 01.11.2028 entstehen. Die RSUs werden eins zu eins in Class鈥慉鈥慡tammaktien ausgezahlt und enthalten Dividenden盲quivalente; bei Auszahlung werden Aktien zur Steuerabf眉hrung einbehalten. Das Formular ist eine Meldung nach Section 16, die diese Zuteilungen berichtet; alle Best盲nde sind als direkter wirtschaftlicher Eigentumsvorteil angegeben.
FAQ
What awards did Jane Hertzmark Hudis report on Form 4 for EL?
When do the reported RSUs and options become exercisable or payable?
How many total shares could be issued if all reported awards vest or are exercised?
What is the exercise price for the stock options reported on Form 4?
Do the RSUs include dividend rights?
