Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESTEE LAUDER COMPANIES INCEL · Entity 3097 | Group President | February 09, 2022 | February 10, 2022 |
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 February 09, 2022 · Filed February 10, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,607 |
Ending reported balance
After 2022-02-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-09 · Exercise / conversion · Acquired 10,027 · Balance 16,634 F1: Stock options granted pursuant to Fiscal 2002 Share Incentive Plan in respect of 10,027 shares exercisable from and after January 1, 2022; 10,027 shares exercisable from and after January 1, 2023; and 10,027 shares exercisable from and after January 1, 2024. Row 2 · 2022-02-09 · Sale · Disposed 10,027 · Balance 6,607 |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $218.06 · Expires 2030-09-03 | Direct | 20,054 |
Reported balance
After 2022-02-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-02-09 · Exercise / conversion · Disposed 10,027 · Balance 20,054 F2: Not applicable. F1: Stock options granted pursuant to Fiscal 2002 Share Incentive Plan in respect of 10,027 shares exercisable from and after January 1, 2022; 10,027 shares exercisable from and after January 1, 2023; and 10,027 shares exercisable from and after January 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock options granted pursuant to Fiscal 2002 Share Incentive Plan in respect of 10,027 shares exercisable from and after January 1, 2022; 10,027 shares exercisable from and after January 1, 2023; and 10,027 shares exercisable from and after January 1, 2024.
F2: Not applicable.
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 |
|---|---|---|---|---|---|---|
| October 31, 2016 Filed Nov 1, 2016 17:52 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | Exercise / conversionRestricted Stock Units (Share Payout) · Derivative | 23,175 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001001250-16-000247 · edgar.xml · derivative · entry 3 Demsey John · CIK 0001369789 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,732 Underlying: Class A Common Stock · 23,175 shares Expires not disclosed 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 · derivative.exercise_price: Not applicable. Restricted Stock Units ("RSUs") vest and are paid out in shares of Class A Common Stock on a one-to-one basis on the applicable vesting date. F3 · shares: Vesting of portions of RSUs granted September 4, 2013, September 3, 2014 and September 4, 2015. F1 · price: Not applicable. Restricted Stock Units ("RSUs") vest and are paid out in shares of Class A Common Stock on a one-to-one basis on the applicable vesting date. F4 · derivative.exercise_date: Remaining RSUs from grants dated September 3, 2014, September 4, 2015 and September 6, 2016 will vest and be paid out as follows: 22,962 on October 31, 2017; 15,493 on October 31, 2018; and 7,277 on October 31, 2019. Upon payout, additional shares will be withheld to cover minimum statutory tax obligations. RSUs are accompanied by dividend equivalent rights that will be payable in cash at the time of payout of the related shares. F4 · derivative.expiration_date: Remaining RSUs from grants dated September 3, 2014, September 4, 2015 and September 6, 2016 will vest and be paid out as follows: 22,962 on October 31, 2017; 15,493 on October 31, 2018; and 7,277 on October 31, 2019. Upon payout, additional shares will be withheld to cover minimum statutory tax obligations. RSUs are accompanied by dividend equivalent rights that will be payable in cash at the time of payout of the related shares. F4 · balance_after: Remaining RSUs from grants dated September 3, 2014, September 4, 2015 and September 6, 2016 will vest and be paid out as follows: 22,962 on October 31, 2017; 15,493 on October 31, 2018; and 7,277 on October 31, 2019. Upon payout, additional shares will be withheld to cover minimum statutory tax obligations. RSUs are accompanied by dividend equivalent rights that will be payable in cash at the time of payout of the related shares. Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 17:52 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | Tax withholdingClass A Common Stock | 12,938 | $87.06 | $1,126,382.28 |
DisclosureSEC source: 0001001250-16-000247 · edgar.xml · nonDerivative · entry 2 Demsey John · CIK 0001369789 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,322 F2 · kind: Represents the withholding of shares for tax purposes. Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 17:52 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | Exercise / conversionClass A Common Stock | 23,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001001250-16-000247 · edgar.xml · nonDerivative · entry 1 Demsey John · CIK 0001369789 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,260 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 · price: Not applicable. Restricted Stock Units ("RSUs") vest and are paid out in shares of Class A Common Stock on a one-to-one basis on the applicable vesting date. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:12 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantRestricted Stock Units (Share Payout) · Derivative | 21,829 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001001250-16-000214 · edgar.xml · derivative · entry 4 Demsey John · CIK 0001369789 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,907 Underlying: Class A Common Stock · 21,829 shares Expires not disclosed F4 · derivative.exercise_price: Not applicable. Restricted Stock Units ("RSUs") vest and are paid out in shares of Class A Common Stock on a one-to-one basis on the applicable vesting date. F5 · price: Assuming continued employment, the RSUs granted on September 6, 2016 will vest and be paid out as follows: 7,276 on October 31, 2017; 7,276 on October 31, 2018; and 7,277 on October 31, 2019. Assuming continued employment, the RSUs held by the Reporting Person will vest and be paid out as follows: 23,175 on October 31, 2016; 22,962 on October 31, 2017; 15,493 on October 31, 2018; and 7,277 on October 31, 2019. Upon payout, shares will be withheld to cover minimum statutory tax obligations. RSUs are accompanied by dividend equivalent rights that will be payable in cash at the time of payout of the related shares. F5 · derivative.exercise_date: Assuming continued employment, the RSUs granted on September 6, 2016 will vest and be paid out as follows: 7,276 on October 31, 2017; 7,276 on October 31, 2018; and 7,277 on October 31, 2019. Assuming continued employment, the RSUs held by the Reporting Person will vest and be paid out as follows: 23,175 on October 31, 2016; 22,962 on October 31, 2017; 15,493 on October 31, 2018; and 7,277 on October 31, 2019. Upon payout, shares will be withheld to cover minimum statutory tax obligations. RSUs are accompanied by dividend equivalent rights that will be payable in cash at the time of payout of the related shares. F5 · derivative.expiration_date: Assuming continued employment, the RSUs granted on September 6, 2016 will vest and be paid out as follows: 7,276 on October 31, 2017; 7,276 on October 31, 2018; and 7,277 on October 31, 2019. Assuming continued employment, the RSUs held by the Reporting Person will vest and be paid out as follows: 23,175 on October 31, 2016; 22,962 on October 31, 2017; 15,493 on October 31, 2018; and 7,277 on October 31, 2019. Upon payout, shares will be withheld to cover minimum statutory tax obligations. RSUs are accompanied by dividend equivalent rights that will be payable in cash at the time of payout of the related shares. F5 · balance_after: Assuming continued employment, the RSUs granted on September 6, 2016 will vest and be paid out as follows: 7,276 on October 31, 2017; 7,276 on October 31, 2018; and 7,277 on October 31, 2019. Assuming continued employment, the RSUs held by the Reporting Person will vest and be paid out as follows: 23,175 on October 31, 2016; 22,962 on October 31, 2017; 15,493 on October 31, 2018; and 7,277 on October 31, 2019. Upon payout, shares will be withheld to cover minimum statutory tax obligations. RSUs are accompanied by dividend equivalent rights that will be payable in cash at the time of payout of the related shares. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:12 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantOption (Right to Buy) · Derivative | 80,344 | Not disclosed Strike: $89.47 | Not disclosed |
DisclosureSEC source: 0001001250-16-000214 · edgar.xml · derivative · entry 3 Demsey John · CIK 0001369789 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,344 Underlying: Class A Common Stock · 80,344 shares Expires 2026-09-06 F3 · price: Stock options granted pursuant to Fiscal 2002 Share Incentive Plan in respect of 26,778 shares exercisable from and after January 1, 2018; 26,778 shares exercisable from and after January 1, 2019; and 26,778 shares exercisable from and after January 1, 2020. F3 · derivative.exercise_date: Stock options granted pursuant to Fiscal 2002 Share Incentive Plan in respect of 26,778 shares exercisable from and after January 1, 2018; 26,778 shares exercisable from and after January 1, 2019; and 26,778 shares exercisable from and after January 1, 2020. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:12 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | Tax withholdingClass A Common Stock | 12,743 | $89.40 | $1,139,224.20 |
DisclosureSEC source: 0001001250-16-000214 · edgar.xml · nonDerivative · entry 2 Demsey John · CIK 0001369789 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,085 F2 · kind: Represents the withholding of shares for tax purposes in connection with the payout of the PSUs. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:12 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GrantClass A Common Stock | 22,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001001250-16-000214 · edgar.xml · nonDerivative · entry 1 Demsey John · CIK 0001369789 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,828 F1 · kind: Reflects payout of Performance Share Units ("PSUs") granted to Reporting Person on September 4, 2013. F1 · shares: Reflects payout of Performance Share Units ("PSUs") granted to Reporting Person on September 4, 2013. 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.