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person · Reporting owner

BARSHEFSKY CHARLENE

Disclosed activity across 5 companies

Tapewire entity
12183
SEC CIK
0001145766

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
AMERICAN EXPRESS COAXP · Entity 2839DirectorMay 03, 2022May 05, 2022
ESTEE LAUDER COMPANIES INCEL · Entity 3097DirectorSeptember 15, 2026September 16, 2026
INTEL CORPINTC · Entity 2799DirectorFebruary 23, 2018February 27, 2018
Stagwell IncSTGW · Entity 4480DirectorJune 11, 2026June 12, 2026

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.

AMERICAN EXPRESS CO

Report date May 03, 2022 · Filed May 05, 2022

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Share Equivalent UnitsSEC Table II · derivative / convertible securityDirect71,931.2617 Reported balance After 2022-05-03 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2022-05-03 · Grant · Acquired 1,218.1617 · Balance 71,931.2617

F1: Each Share Equivalent Unit reflects the value of one common share.

F2: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director.

F3: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Filing footnotes · ownership attribution and instrument terms

F1: Each Share Equivalent Unit reflects the value of one common share.

F2: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director.

F3: The Share Equivalent Units are convertible immediately upon termination of service as a Director and have no expiration date.

F4: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

ESTEE LAUDER COMPANIES INC

Report date September 15, 2026 · Filed September 16, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Stock Units (Share Payout)SEC Table II · derivative / convertible securityDirect23,761.32 Reported balance After 2026-09-15 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-09-15 · Grant · Acquired 86.09 · Balance 23,761.32

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.

INTEL CORP

Report date February 23, 2018 · Filed February 27, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect87,939 Reported balance After 2018-02-23 transaction · row 1
1 source row

Row 1 · 2018-02-23 · Exercise / conversion · Acquired 2,705 · Balance 87,939

F1: Shares acquired on the vesting of restricted stock units.

Performance-based Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2018-02-23 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2018-02-23 · Exercise / conversion · Disposed 2,220 · Balance 0

F2: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply.

F3: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply.

F4: Due to a limitation in the filing software, the total number of shares of Common Stock received was 2,705 as reported above in Table I. The conversion rate of the Performance-based Restricted Stock was 113.5%. Upon conversion of the RSUs, the Reporting Person received 2,520 shares of Common Stock. Upon conversion of $8,511.30 in dividend equivalents, the Reporting person received an additional 185 shares of Common Stock.

Common StockSEC Table I · non-derivativeIndirectBy 401(k) Plan8,200 Reported balance Holding disclosure · report date 2018-02-23 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 8,200

Common StockSEC Table I · non-derivativeIndirectJoint Account with Spouse6,800 Reported balance Holding disclosure · report date 2018-02-23 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 6,800

Filing footnotes · ownership attribution and instrument terms

F1: Shares acquired on the vesting of restricted stock units.

F2: Each performance-based Restricted Stock Unit (RSU) represents the right to receive, following vesting, up to 200% of one share of Intel common stock, together with dividend equivalent shares on the vested number of shares. The resulting number of shares of Intel common stock acquired upon vesting of the performance-based RSUs is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on the grant date and ending on the third anniversary of the grant date, unless that date falls on a date that the NASDAQ Stock Market is closed, in which case the next business date that the NASDAQ Stock Market is open shall apply.

F3: Unless earlier forfeited under the terms of the performance-based RSU, each performance-based RSU vests and converts into no more than 200% of one share of Intel common stock three years and one month after the grant date (together with dividend equivalent shares thereon), unless that date falls on a non-business date, in which case the next business date shall apply.

F4: Due to a limitation in the filing software, the total number of shares of Common Stock received was 2,705 as reported above in Table I. The conversion rate of the Performance-based Restricted Stock was 113.5%. Upon conversion of the RSUs, the Reporting Person received 2,520 shares of Common Stock. Upon conversion of $8,511.30 in dividend equivalents, the Reporting person received an additional 185 shares of Common Stock.

Stagwell Inc

Report date June 11, 2026 · Filed June 12, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect238,286 Reported balance After 2026-06-11 transaction · row 1
1 source row

Row 1 · 2026-06-11 · Grant · Acquired 22,970 · Balance 238,286

F1: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant.

Filing footnotes · ownership attribution and instrument terms

F1: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

STARWOOD HOTELS & RESORTS WORLDWIDE, LLC

Report date September 22, 2016 · Filed September 26, 2016

Section 16 reporting ended · disclosed 2016-09-26. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2016-09-22 transaction · row 1
1 source row

Row 1 · 2016-09-22 · Disposition to issuer · Disposed 29,361 · Balance 0

F1: Each share of Common Stock was disposed of pursuant to the transactions described in the Agreement and Plan of Merger, dated as of November 15, 2015, by and among the Issuer, Marriott International, Inc. ("Marriott") et al., as thereafter amended by the Amendment No. 1 to the Agreement and Plan of Merger (the "Merger Agreement"), in exchange for the right to receive (1) 0.800 shares of common stock of Marriott, (2) $21.00 in cash, without interest, and (3) any applicable cash in lieu of fractional shares of common stock of Marriott.

Phantom StockSEC Table II · derivative / convertible securityDirect0 Reported balance After 2016-09-22 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2016-09-22 · Disposition to issuer · Disposed 5,252 · Balance 0

F2: Phantom Stock is convertible into Common Stock on a one-for-one basis.

F3: Reflects an antidilution adjustment to the number of shares of Phantom Stock that was made in connection with the separation of the Issuer's vacation ownership business from its other businesses on May 11, 2016 (the "SVO Spin-Off").

F5: As a result of the conversions described in the Merger Agreement (the "Conversions"), each share of Phantom Stock was converted into 1.1046 deferred stock units of common stock of Marriott (market value $69.75 per share).

F4: Phantom Stock was to convert into Common Stock and be distributed to the Reporting Person per the terms of the applicable Deferral Agreements.

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.49 · Expires 2018-02-26Direct0 Reported balance After 2016-09-22 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2016-09-22 · Disposition to issuer · Disposed 4,403 · Balance 0

F6: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $38.235 and 4,087 respectively) that was made in connection with the SVO Spin-Off.

F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent).

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.88 · Expires 2019-02-28Direct0 Reported balance After 2016-09-22 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2016-09-22 · Disposition to issuer · Disposed 2,747 · Balance 0

F8: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $61.28 and 2,550 respectively) that was made in connection with the SVO Spin-Off.

F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent).

Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.11 · Expires 2020-02-28Direct0 Reported balance After 2016-09-22 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2016-09-22 · Disposition to issuer · Disposed 3,057 · Balance 0

F9: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $55.06 and 2,838 respectively) that was made in connection with the SVO Spin-Off.

F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent).

Filing footnotes · ownership attribution and instrument terms

F1: Each share of Common Stock was disposed of pursuant to the transactions described in the Agreement and Plan of Merger, dated as of November 15, 2015, by and among the Issuer, Marriott International, Inc. ("Marriott") et al., as thereafter amended by the Amendment No. 1 to the Agreement and Plan of Merger (the "Merger Agreement"), in exchange for the right to receive (1) 0.800 shares of common stock of Marriott, (2) $21.00 in cash, without interest, and (3) any applicable cash in lieu of fractional shares of common stock of Marriott.

F2: Phantom Stock is convertible into Common Stock on a one-for-one basis.

F3: Reflects an antidilution adjustment to the number of shares of Phantom Stock that was made in connection with the separation of the Issuer's vacation ownership business from its other businesses on May 11, 2016 (the "SVO Spin-Off").

F4: Phantom Stock was to convert into Common Stock and be distributed to the Reporting Person per the terms of the applicable Deferral Agreements.

F5: As a result of the conversions described in the Merger Agreement (the "Conversions"), each share of Phantom Stock was converted into 1.1046 deferred stock units of common stock of Marriott (market value $69.75 per share).

F6: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $38.235 and 4,087 respectively) that was made in connection with the SVO Spin-Off.

F7: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent).

F8: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $61.28 and 2,550 respectively) that was made in connection with the SVO Spin-Off.

F9: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $55.06 and 2,838 respectively) that was made in connection with the SVO Spin-Off.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
November 12, 2021 Filed Nov 15, 2021 22:55 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantStock Units (Share Payout) · Derivative 226.69 $0.00 $0.00
Disclosure

SEC source: 0001001250-21-000210 · wf-form4_163701687178060.xml · derivative · entry 2

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,437.12

Underlying: Class A Common Stock · 226.69 shares

Expires not disclosed

F1 · security: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan.

F2 · derivative.exercise_price: Each stock unit (share payout) is convertible into one share of Class A Common Stock (i.e. 1:1).

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 12, 2021 Filed Nov 15, 2021 22:55 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantOption (right to buy) · Derivative 1,080 $0.00 Strike: $346.72 $0.00
Disclosure

SEC source: 0001001250-21-000210 · wf-form4_163701687178060.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,080

Underlying: Class A Common Stock · 1,080 shares

Expires 2031-11-12

F1 · security: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan.

Read SEC document
September 15, 2021 Filed Sep 16, 2021 15:37 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantStock Units (Share Payout) · Derivative 31.15 $326.25 $10,162.69
Disclosure

SEC source: 0001001250-21-000155 · wf-form4_163180660594247.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,210.43

Underlying: Class A Common Stock · 31.15 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
August 09, 2021 Filed Aug 12, 2021 00:07 UTC Stagwell Inc STGW · Entity 4480 GrantClass A Common Stock 25,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-21-103669 · tm2124769-1_4seq1.xml · nonDerivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,256

F1 · shares: The reporting person was awarded shares of restricted stock (Class A Common Stock) as a component of non-employee director compensation. The shares of restricted stock will vest in full on the first anniversary of the date of grant.

Read SEC document
June 15, 2021 Filed Jun 16, 2021 20:07 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantStock Units (Share Payout) · Derivative 33.51 $302.81 $10,147.16
Disclosure

SEC source: 0001001250-21-000091 · edgar.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,179.28

Underlying: Class A Common Stock · 33.51 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
May 04, 2021 Filed May 5, 2021 17:27 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 Exercise / conversionOption (Right to Buy) · Derivative 4,576 Not disclosed Strike: $57.53 Not disclosed
Disclosure

SEC source: 0001001250-21-000064 · edgar.xml · derivative · entry 4

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,576 shares

Expires 2021-11-11

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: Stock Options granted to the Reporting Person pursuant to the Issuer's Non-Employee Director Share Incentive Plan and previously transferred to a family trust.

F3 · price: Not applicable.

F1 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
May 04, 2021 Filed May 5, 2021 17:27 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 SaleClass A Common Stock 910 $293.54 $267,121.40
Disclosure

SEC source: 0001001250-21-000064 · edgar.xml · nonDerivative · entry 2

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 43,250

F1 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
May 04, 2021 Filed May 5, 2021 17:27 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 Exercise / conversionClass A Common Stock 4,576 $57.53 $263,257.28
Disclosure

SEC source: 0001001250-21-000064 · edgar.xml · nonDerivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 44,160

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
May 04, 2021 Filed May 6, 2021 18:36 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 1,339.136 $149.35 $199,999.96
Disclosure

SEC source: 0001127602-21-015663 · form4.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,713.1

Underlying: Common Stock · 1,339.136 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
March 15, 2021 Filed Mar 16, 2021 20:20 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantStock Units (Share Payout) · Derivative 34.98 $289.55 $10,128.46
Disclosure

SEC source: 0001001250-21-000042 · edgar.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,145.77

Underlying: Class A Common Stock · 34.98 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
December 15, 2020 Filed Dec 16, 2020 21:06 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantStock Units (Share Payout) · Derivative 40.36 $250.40 $10,106.14
Disclosure

SEC source: 0001001250-20-000153 · edgar.xml · derivative · entry 5

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,110.79

Underlying: Class A Common Stock · 40.36 shares

Expires not disclosed

F1 · derivative.exercise_price: Not applicable.

F4 · kind: Represents reinvestment of dividend equivalents on outstanding stock units.

F5 · 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.

F5 · 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
December 15, 2020 Filed Dec 16, 2020 21:06 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftClass A Common Stock 4,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001001250-20-000153 · edgar.xml · nonDerivative · entry 2

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 39,584

F1 · price: Not applicable.

F2 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
December 15, 2020 Filed Dec 16, 2020 21:06 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftClass A Common Stock 4,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001001250-20-000153 · edgar.xml · nonDerivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: Not applicable.

Read SEC document
December 10, 2020 Filed Dec 11, 2020 16:00 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftClass A Common Stock 29,950 Not disclosed Not disclosed
Disclosure

SEC source: 0001001250-20-000152 · edgar.xml · nonDerivative · entry 4

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a spousal family trust

Disclosed balance after: 29,950

F1 · kind: Reporting Person's spouse acquired shares from a family trust of which the spouse is a trustee and beneficiary, and such spouse gifted some of such shares to another family trust (a spousal family trust) of which descendants of the Reporting Person are trustees and beneficiaries.

F3 · price: Not applicable.

F4 · ownership.nature: Reporting Person's descendants are trustees and beneficiaries.

Read SEC document
December 10, 2020 Filed Dec 11, 2020 16:00 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftClass A Common Stock 29,950 Not disclosed Not disclosed
Disclosure

SEC source: 0001001250-20-000152 · edgar.xml · nonDerivative · entry 3

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by spouse

Disclosed balance after: 50

F1 · kind: Reporting Person's spouse acquired shares from a family trust of which the spouse is a trustee and beneficiary, and such spouse gifted some of such shares to another family trust (a spousal family trust) of which descendants of the Reporting Person are trustees and beneficiaries.

F3 · price: Not applicable.

Read SEC document
December 09, 2020 Filed Dec 11, 2020 16:00 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 OtherClass A Common Stock 30,000 $247.32 $7,419,600.00
Disclosure

SEC source: 0001001250-20-000152 · edgar.xml · nonDerivative · entry 2

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by spouse

Disclosed balance after: 30,000

F1 · kind: Reporting Person's spouse acquired shares from a family trust of which the spouse is a trustee and beneficiary, and such spouse gifted some of such shares to another family trust (a spousal family trust) of which descendants of the Reporting Person are trustees and beneficiaries.

Read SEC document
December 09, 2020 Filed Dec 11, 2020 16:00 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 OtherClass A Common Stock 30,000 $247.32 $7,419,600.00
Disclosure

SEC source: 0001001250-20-000152 · edgar.xml · nonDerivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 35,584

F1 · kind: Reporting Person's spouse acquired shares from a family trust of which the spouse is a trustee and beneficiary, and such spouse gifted some of such shares to another family trust (a spousal family trust) of which descendants of the Reporting Person are trustees and beneficiaries.

F2 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right to Buy) · Derivative 2,329 Not disclosed Strike: $143.39 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 14

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 2,329

Underlying: Class A Common Stock · 2,329 shares

Expires 2028-11-13

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

F3 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right to Buy) · Derivative 2,329 Not disclosed Strike: $143.39 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 13

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,329 shares

Expires 2028-11-13

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right to Buy) · Derivative 2,906 Not disclosed Strike: $126.02 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 12

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 2,906

Underlying: Class A Common Stock · 2,906 shares

Expires 2027-11-14

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

F3 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right to Buy) · Derivative 2,906 Not disclosed Strike: $126.02 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 11

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,906 shares

Expires 2027-11-14

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right ot Buy) · Derivative 4,697 Not disclosed Strike: $78.36 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 10

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 4,697

Underlying: Class A Common Stock · 4,697 shares

Expires 2026-11-11

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

F3 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right ot Buy) · Derivative 4,697 Not disclosed Strike: $78.36 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 9

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,697 shares

Expires 2026-11-11

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right to Buy) · Derivative 3,972 Not disclosed Strike: $84.35 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 8

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 3,972

Underlying: Class A Common Stock · 3,972 shares

Expires 2025-11-12

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

F3 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right to Buy) · Derivative 3,972 Not disclosed Strike: $84.35 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 7

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,972 shares

Expires 2025-11-12

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right to Buy) · Derivative 4,374 Not disclosed Strike: $71.33 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 6

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 4,374

Underlying: Class A Common Stock · 4,374 shares

Expires 2024-11-14

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

F3 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right to Buy) · Derivative 4,374 Not disclosed Strike: $71.33 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 5

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,374 shares

Expires 2024-11-14

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right to Buy) · Derivative 3,813 Not disclosed Strike: $70.68 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 4

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 3,813

Underlying: Class A Common Stock · 3,813 shares

Expires 2023-11-12

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

F3 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right to Buy) · Derivative 3,813 Not disclosed Strike: $70.68 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 3

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,813 shares

Expires 2023-11-12

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right to Buy) · Derivative 4,736 Not disclosed Strike: $57.49 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 2

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 4,736

Underlying: Class A Common Stock · 4,736 shares

Expires 2022-11-09

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

F3 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
November 13, 2020 Filed Nov 16, 2020 16:34 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GiftOption (Right to Buy) · Derivative 4,736 Not disclosed Strike: $57.49 Not disclosed
Disclosure

SEC source: 0001001250-20-000144 · edgar.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 4,736 shares

Expires 2022-11-09

F1 · security: Granted pursuant to the Issuer's Non-Employee Director Share Incentive Plan.

F2 · price: Not applicable.

Read SEC document
November 10, 2020 Filed Nov 12, 2020 15:08 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantStock Units (Share Payout) · Derivative 328.57 $0.00 $0.00
Disclosure

SEC source: 0001001250-20-000129 · edgar.xml · derivative · entry 2

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,070.43

Underlying: Class A Common Stock · 328.57 shares

Expires not disclosed

F1 · security: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan.

F2 · derivative.exercise_price: Each stock unit (share payout) is convertible into one share of Class A Common Stock (i.e. 1:1).

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 10, 2020 Filed Nov 12, 2020 15:08 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantOption (Right to Buy) · Derivative 1,516 $0.00 Strike: $247.35 $0.00
Disclosure

SEC source: 0001001250-20-000129 · edgar.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,516

Underlying: Class A Common Stock · 1,516 shares

Expires 2030-11-10

F1 · security: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan.

Read SEC document
September 15, 2020 Filed Sep 16, 2020 19:09 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantStock Units (Share Payout) · Derivative 41.22 $217.76 $8,976.07
Disclosure

SEC source: 0001001250-20-000090 · edgar.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,741.86

Underlying: Class A Common Stock · 41.22 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
August 07, 2020 Filed Aug 11, 2020 22:00 UTC Stagwell Inc MDCA · Entity 4480 GrantClass A Subordinate Voting Shares 23,256 $0.00 $0.00
Disclosure

SEC source: 0001104659-20-093383 · tm2027254d2_4.xml · nonDerivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,256

F1 · shares: The reporting person was awarded shares of restricted stock (Class A Subordinate Voting Shares) as a component of non-employee director compensation. The shares of restricted stock will vest in full on the first anniversary of the date of grant.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 17:07 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 Exercise / conversionOption (Right to Buy) · Derivative 10,000 Not disclosed Strike: $35.51 Not disclosed
Disclosure

SEC source: 0001001250-20-000046 · edgar.xml · derivative · entry 4

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 0

Underlying: Class A Common Stock · 10,000 shares

Expires 2020-11-09

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: Stock Options granted to the Reporting Person pursuant to the Issuer's Non-Employee Director Share Incentive Plan and previously transferred to a family trust.

F3 · price: Not applicable.

F1 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 17:07 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 SaleClass A Common Stock 1,827 $197.23 $360,339.21
Disclosure

SEC source: 0001001250-20-000046 · edgar.xml · nonDerivative · entry 2

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 65,584

F1 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
May 29, 2020 Filed Jun 1, 2020 17:07 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 Exercise / conversionClass A Common Stock 10,000 $35.51 $355,100.00
Disclosure

SEC source: 0001001250-20-000046 · edgar.xml · nonDerivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 67,411

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · ownership.nature: Spouse of the Reporting Person is a trustee.

Read SEC document
May 05, 2020 Filed May 7, 2020 18:38 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 2,325.58 $86.00 $199,999.88
Disclosure

SEC source: 0001127602-20-015704 · form4.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,279.5

Underlying: Common Stock · 2,325.58 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
March 16, 2020 Filed Mar 17, 2020 15:30 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantStock Units (Share Payout) · Derivative 60.05 $148.98 $8,946.25
Disclosure

SEC source: 0001001250-20-000018 · edgar.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,700.64

Underlying: Class A Common Stock · 60.05 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
March 12, 2020 Filed Mar 13, 2020 01:30 UTC Stagwell Inc MDCA · Entity 4480 PurchaseClass A Shares 21,497 $1.92 $41,173.20
Disclosure

SEC source: 0001387131-20-002808 · ownership.xml · nonDerivative · entry 3

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

F3 · price: The purchase price reported in Column 4 is an average price. These shares were purchased in multiple transactions at prices ranging from $1.85 and $1.99, inclusive. The reporting person undertakes to provide to MDC Partners Inc., any security holder of MDC Partners Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
March 11, 2020 Filed Mar 13, 2020 01:30 UTC Stagwell Inc MDCA · Entity 4480 PurchaseClass A Shares 24,503 $2.01 $49,251.03
Disclosure

SEC source: 0001387131-20-002808 · ownership.xml · nonDerivative · entry 2

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,503

F1 · price: The purchase price reported in Column 4 is an average price. These shares were purchased in multiple transactions at prices ranging from $2.01 and $2.02, inclusive. The reporting person undertakes to provide to MDC Partners Inc., any security holder of MDC Partners Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
March 10, 2020 Filed Mar 13, 2020 01:30 UTC Stagwell Inc MDCA · Entity 4480 PurchaseClass A Shares 4,000 $2.02 $8,068.00
Disclosure

SEC source: 0001387131-20-002808 · ownership.xml · nonDerivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,000

F2 · price: The purchase price reported in Column 4 is an average price. These shares were purchased in multiple transactions at prices ranging from $1.97 and $2.02, inclusive. The reporting person undertakes to provide to MDC Partners Inc., any security holder of MDC Partners Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.

Read SEC document
December 16, 2019 Filed Dec 17, 2019 19:17 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantStock Units (Share Payout) · Derivative 43.75 $204.03 $8,926.31
Disclosure

SEC source: 0001001250-19-000142 · edgar.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,640.59

Underlying: Class A Common Stock · 43.75 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
November 15, 2019 Filed Nov 18, 2019 21:10 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantStock Units (Share Payout) · Derivative 400.77 $0.00 $0.00
Disclosure

SEC source: 0001001250-19-000129 · edgar.xml · derivative · entry 2

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,596.84

Underlying: Class A Common Stock · 400.77 shares

Expires not disclosed

F1 · security: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan.

F2 · derivative.exercise_price: Each stock unit (share payout) is convertible into one share of Class A Common Stock (i.e. 1:1).

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 15, 2019 Filed Nov 18, 2019 21:10 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantOption (Right to Buy) · Derivative 1,905 $0.00 Strike: $190.99 $0.00
Disclosure

SEC source: 0001001250-19-000129 · edgar.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,905

Underlying: Class A Common Stock · 1,905 shares

Expires 2029-11-15

F1 · security: Granted pursuant to the Issuer's Amended and Restated Non-Employee Director Share Incentive Plan.

Read SEC document
September 16, 2019 Filed Sep 18, 2019 16:35 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantStock Units (Share Payout) · Derivative 40.54 $192.55 $7,805.98
Disclosure

SEC source: 0001001250-19-000100 · edgar.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,196.07

Underlying: Class A Common Stock · 40.54 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
June 17, 2019 Filed Jun 18, 2019 19:31 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 GrantStock Units (Share Payout) · Derivative 43.84 $177.62 $7,786.86
Disclosure

SEC source: 0001001250-19-000058 · edgar.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,155.53

Underlying: Class A Common Stock · 43.84 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
May 07, 2019 Filed May 9, 2019 18:38 UTC AMERICAN EXPRESS CO AXP · Entity 2839 GrantShare Equivalent Units · Derivative 1,648.73 $115.24 $189,999.65
Disclosure

SEC source: 0001127602-19-017874 · form4.xml · derivative · entry 1

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,097.73

Underlying: Common Stock · 1,648.73 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Share Equivalent Unit reflects the value of one common share.

F2 · kind: The reported Share Equivalent Units were awarded pursuant to the Company's 2003 Share Equivalent Unit Plan for Directors and will be settled in cash following termination of service as a Director.

F3 · derivative.exercise_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F3 · derivative.expiration_date: The Share Equivalent Units are convertible immediately and have no expiration date.

F4 · balance_after: Includes Share Equivalent Units acquired pursuant to a dividend reinvestment feature of the Directors' Deferred Compensation Plan and/or the 2003 Share Equivalent Unit Plan for Directors.

Read SEC document
May 06, 2019 Filed May 6, 2019 21:58 UTC ESTEE LAUDER COMPANIES INC EL · Entity 3097 Exercise / conversionOption (Right to Buy) · Derivative 10,000 Not disclosed Strike: $23.32 Not disclosed
Disclosure

SEC source: 0001001250-19-000043 · edgar.xml · derivative · entry 4

BARSHEFSKY CHARLENE · CIK 0001145766 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · by a family trust

Disclosed balance after: 0

Underlying: Class A Common Stock · 10,000 shares

Expires 2019-11-13

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · security: Stock Options granted to the Reporting Person pursuant to the Issuer's Non-Employee Director Share Incentive Plan and previously transferred to a family trust.

F5 · price: Not applicable.

F1 · ownership.nature: Spouse of the Reporting Person is a trustee.

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.