Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESTEE LAUDER COMPANIES INCEL · Entity 3097 | Director | September 15, 2023 | September 18, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ESTEE LAUDER COMPANIES INC
Report date September 15, 2023 · Filed September 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Units (Share Payout)SEC Table II · derivative / convertible security | Direct | 9,897.28 |
Reported balance
After 2023-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-09-15 · Grant · Acquired 41.77 · Balance 9,897.28 F1: Not applicable. 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 of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Not applicable.
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 of the Company.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 11, 2016 Filed Nov 14, 2016 22:36 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 889.18 | $0.00 | $0.00 |
DisclosureSEC source: 0001001250-16-000254 · edgar.xml · derivative · entry 2 Christianson Wei Sun · CIK 0001514187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,760.25 Underlying: Class A Common Stock · 889.18 shares Expires not disclosed F2 · derivative.exercise_price: Each Stock Unit (Share Payout) is convertible into one share of Class A Common Stock (i.e. 1:1). F1 · kind: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan. F3 · derivative.exercise_date: The Stock Units (Share Payout) 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 of the Company. F3 · derivative.expiration_date: The Stock Units (Share Payout) 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 of the Company. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 22:36 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantOption (Right to Buy) · Derivative | 4,697 | $0.00 Strike: $78.36 | $0.00 |
DisclosureSEC source: 0001001250-16-000254 · edgar.xml · derivative · entry 1 Christianson Wei Sun · CIK 0001514187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,697 Underlying: Class A Common Stock · 4,697 shares Expires 2026-11-11 F1 · kind: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 19:26 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantStock Units (Share Payout) · Derivative | 19.97 | $87.86 | $1,754.56 |
DisclosureSEC source: 0001001250-16-000229 · edgar.xml · derivative · entry 1 Christianson Wei Sun · CIK 0001514187 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,871.07 Underlying: Class A Common Stock · 19.97 shares Expires not disclosed F1 · derivative.exercise_price: Not applicable. F2 · kind: Represents reinvestment of dividend equivalents on outstanding stock units. F3 · derivative.exercise_date: 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 of the Company. F3 · derivative.expiration_date: 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 of the Company. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.