organization · Reporting owner
Lauder Jane A. Trust u/a/d 11/6/2003
Disclosed activity across 1 company
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Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESTEE LAUDER COMPANIES INCEL · Entity 3097 | 10% owner | December 08, 2023 | May 31, 2024 |
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 December 08, 2023 · Filed May 31, 2024
Jointly reported with LAUDER JANE
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 72,365 |
Reported balance
After 2024-05-30 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2024-05-30 · Exercise / conversion · Acquired 14,976 · Balance 72,365 F1: Stock options granted pursuant to Fiscal 2002 Share Incentive Plan in respect of: 4,992 shares exercisable from and after January 1, 2016; 4,992 shares exercisable from and after January 1, 2017; and 4,992 shares exercisable from and after January 1, 2018. |
| Class A Common StockSEC Table I · non-derivative | Direct | 57,389 |
Reported balance
After 2024-05-30 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2024-05-30 · Sale · Disposed 14,976 · Balance 57,389 F2: The number of securities reported represents an aggregate number of shares sold in multiple open market transactions over a range of sales prices. The price reported represents the weighted average price. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a stockholder of the Issuer, upon request, the number of shares sold by the Reporting Person at each separate price within the range. F3: Sales prices range from $120.93 to $121.60 per share, inclusive. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $76.23 · Expires 2024-09-03 | Direct | 0 |
Reported balance
After 2024-05-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-05-30 · Exercise / conversion · Disposed 14,976 · Balance 0 F4: Not applicable. F1: Stock options granted pursuant to Fiscal 2002 Share Incentive Plan in respect of: 4,992 shares exercisable from and after January 1, 2016; 4,992 shares exercisable from and after January 1, 2017; and 4,992 shares exercisable from and after January 1, 2018. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectTrustee of Jane A. Lauder 2003 Trust | 17,161,010 |
Reported balance
After 2023-12-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-12-08 · Gift · Disposed 10 · Balance 17,161,010 F5: There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (1) may be converted immediately on a one-for-one basis by the holder into shares of Class A Common Stock and (ii) are automatically converted into Class A Common Stock on a one-for-one basis upon transfer to a person or entity that is not a "Permitted Transferee" (as defined in Issuer's Restated Certificate of Incorporation) or soon after a record date for a meeting of stockholders where the outstanding Class B Common Stock constitutes less than 10% of the outstanding shares of Common Stock of the Issuer. F6: JAL 2003 Trust transferred the shares to Jane Lauder for no consideration. F4: Not applicable. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 275,010 |
Reported balance
After 2023-12-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-12-08 · Gift · Acquired 10 · Balance 275,010 F5: There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (1) may be converted immediately on a one-for-one basis by the holder into shares of Class A Common Stock and (ii) are automatically converted into Class A Common Stock on a one-for-one basis upon transfer to a person or entity that is not a "Permitted Transferee" (as defined in Issuer's Restated Certificate of Incorporation) or soon after a record date for a meeting of stockholders where the outstanding Class B Common Stock constitutes less than 10% of the outstanding shares of Common Stock of the Issuer. F6: JAL 2003 Trust transferred the shares to Jane Lauder for no consideration. F4: Not applicable. |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectCo-Trustee of Zinterhofer 2008 Descendants Trust | 4,910,594 |
Reported balance
Holding disclosure · report date 2023-12-08 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 4,910,594 F5: There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (1) may be converted immediately on a one-for-one basis by the holder into shares of Class A Common Stock and (ii) are automatically converted into Class A Common Stock on a one-for-one basis upon transfer to a person or entity that is not a "Permitted Transferee" (as defined in Issuer's Restated Certificate of Incorporation) or soon after a record date for a meeting of stockholders where the outstanding Class B Common Stock constitutes less than 10% of the outstanding shares of Common Stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock options granted pursuant to Fiscal 2002 Share Incentive Plan in respect of: 4,992 shares exercisable from and after January 1, 2016; 4,992 shares exercisable from and after January 1, 2017; and 4,992 shares exercisable from and after January 1, 2018.
F2: The number of securities reported represents an aggregate number of shares sold in multiple open market transactions over a range of sales prices. The price reported represents the weighted average price. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a stockholder of the Issuer, upon request, the number of shares sold by the Reporting Person at each separate price within the range.
F3: Sales prices range from $120.93 to $121.60 per share, inclusive.
F4: Not applicable.
F5: There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (1) may be converted immediately on a one-for-one basis by the holder into shares of Class A Common Stock and (ii) are automatically converted into Class A Common Stock on a one-for-one basis upon transfer to a person or entity that is not a "Permitted Transferee" (as defined in Issuer's Restated Certificate of Incorporation) or soon after a record date for a meeting of stockholders where the outstanding Class B Common Stock constitutes less than 10% of the outstanding shares of Common Stock of the Issuer.
F6: JAL 2003 Trust transferred the shares to Jane Lauder for no consideration.
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 |
|---|---|---|---|---|---|---|
| May 30, 2024 Filed May 31, 2024 16:57 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | Exercise / conversionStock Option (Right to Buy) · Derivative | 14,976 | Not disclosed Strike: $76.23 | Not disclosed |
DisclosureSEC source: 0001001250-24-000070 · wk-form4_1717174633.xml · derivative · entry 3 LAUDER JANE · CIK 0001008091 · Director · Executive Vice President & CDO · 10% owner Lauder Jane A. Trust u/a/d 11/6/2003 · CIK 0001340581 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 14,976 shares Expires 2024-09-03 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 · price: Not applicable. F1 · derivative.exercise_date: Stock options granted pursuant to Fiscal 2002 Share Incentive Plan in respect of: 4,992 shares exercisable from and after January 1, 2016; 4,992 shares exercisable from and after January 1, 2017; and 4,992 shares exercisable from and after January 1, 2018. Read SEC document |
| May 30, 2024 Filed May 31, 2024 16:57 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | SaleClass A Common Stock | 14,976 | $121.26 | $1,815,989.76 |
DisclosureSEC source: 0001001250-24-000070 · wk-form4_1717174633.xml · nonDerivative · entry 2 LAUDER JANE · CIK 0001008091 · Director · Executive Vice President & CDO · 10% owner Lauder Jane A. Trust u/a/d 11/6/2003 · CIK 0001340581 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,389 F2 · shares: The number of securities reported represents an aggregate number of shares sold in multiple open market transactions over a range of sales prices. The price reported represents the weighted average price. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a stockholder of the Issuer, upon request, the number of shares sold by the Reporting Person at each separate price within the range. F2 · price: The number of securities reported represents an aggregate number of shares sold in multiple open market transactions over a range of sales prices. The price reported represents the weighted average price. The Reporting Person undertakes to provide to the staff of the SEC, the Issuer, or a stockholder of the Issuer, upon request, the number of shares sold by the Reporting Person at each separate price within the range. F3 · price: Sales prices range from $120.93 to $121.60 per share, inclusive. Read SEC document |
| May 30, 2024 Filed May 31, 2024 16:57 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | Exercise / conversionClass A Common Stock | 14,976 | $76.23 | $1,141,620.48 |
DisclosureSEC source: 0001001250-24-000070 · wk-form4_1717174633.xml · nonDerivative · entry 1 LAUDER JANE · CIK 0001008091 · Director · Executive Vice President & CDO · 10% owner Lauder Jane A. Trust u/a/d 11/6/2003 · CIK 0001340581 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,365 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 · shares: Stock options granted pursuant to Fiscal 2002 Share Incentive Plan in respect of: 4,992 shares exercisable from and after January 1, 2016; 4,992 shares exercisable from and after January 1, 2017; and 4,992 shares exercisable from and after January 1, 2018. Read SEC document |
| December 08, 2023 Filed May 31, 2024 16:57 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GiftClass B Common Stock · Derivative | 10 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001001250-24-000070 · wk-form4_1717174633.xml · derivative · entry 5 LAUDER JANE · CIK 0001008091 · Director · Executive Vice President & CDO · 10% owner Lauder Jane A. Trust u/a/d 11/6/2003 · CIK 0001340581 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,010 Underlying: Class A Common Stock · 10 shares Expires not disclosed F5 · derivative.exercise_price: There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (1) may be converted immediately on a one-for-one basis by the holder into shares of Class A Common Stock and (ii) are automatically converted into Class A Common Stock on a one-for-one basis upon transfer to a person or entity that is not a "Permitted Transferee" (as defined in Issuer's Restated Certificate of Incorporation) or soon after a record date for a meeting of stockholders where the outstanding Class B Common Stock constitutes less than 10% of the outstanding shares of Common Stock of the Issuer. F6 · kind: JAL 2003 Trust transferred the shares to Jane Lauder for no consideration. F4 · price: Not applicable. F5 · derivative.exercise_date: There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (1) may be converted immediately on a one-for-one basis by the holder into shares of Class A Common Stock and (ii) are automatically converted into Class A Common Stock on a one-for-one basis upon transfer to a person or entity that is not a "Permitted Transferee" (as defined in Issuer's Restated Certificate of Incorporation) or soon after a record date for a meeting of stockholders where the outstanding Class B Common Stock constitutes less than 10% of the outstanding shares of Common Stock of the Issuer. F5 · derivative.expiration_date: There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (1) may be converted immediately on a one-for-one basis by the holder into shares of Class A Common Stock and (ii) are automatically converted into Class A Common Stock on a one-for-one basis upon transfer to a person or entity that is not a "Permitted Transferee" (as defined in Issuer's Restated Certificate of Incorporation) or soon after a record date for a meeting of stockholders where the outstanding Class B Common Stock constitutes less than 10% of the outstanding shares of Common Stock of the Issuer. Read SEC document |
| December 08, 2023 Filed May 31, 2024 16:57 UTC | ESTEE LAUDER COMPANIES INC EL · Entity 3097 | GiftClass B Common Stock · Derivative | 10 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001001250-24-000070 · wk-form4_1717174633.xml · derivative · entry 4 LAUDER JANE · CIK 0001008091 · Director · Executive Vice President & CDO · 10% owner Lauder Jane A. Trust u/a/d 11/6/2003 · CIK 0001340581 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee of Jane A. Lauder 2003 Trust Disclosed balance after: 17,161,010 Underlying: Class A Common Stock · 10 shares Expires not disclosed F5 · derivative.exercise_price: There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (1) may be converted immediately on a one-for-one basis by the holder into shares of Class A Common Stock and (ii) are automatically converted into Class A Common Stock on a one-for-one basis upon transfer to a person or entity that is not a "Permitted Transferee" (as defined in Issuer's Restated Certificate of Incorporation) or soon after a record date for a meeting of stockholders where the outstanding Class B Common Stock constitutes less than 10% of the outstanding shares of Common Stock of the Issuer. F6 · kind: JAL 2003 Trust transferred the shares to Jane Lauder for no consideration. F4 · price: Not applicable. F5 · derivative.exercise_date: There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (1) may be converted immediately on a one-for-one basis by the holder into shares of Class A Common Stock and (ii) are automatically converted into Class A Common Stock on a one-for-one basis upon transfer to a person or entity that is not a "Permitted Transferee" (as defined in Issuer's Restated Certificate of Incorporation) or soon after a record date for a meeting of stockholders where the outstanding Class B Common Stock constitutes less than 10% of the outstanding shares of Common Stock of the Issuer. F5 · derivative.expiration_date: There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (1) may be converted immediately on a one-for-one basis by the holder into shares of Class A Common Stock and (ii) are automatically converted into Class A Common Stock on a one-for-one basis upon transfer to a person or entity that is not a "Permitted Transferee" (as defined in Issuer's Restated Certificate of Incorporation) or soon after a record date for a meeting of stockholders where the outstanding Class B Common Stock constitutes less than 10% of the outstanding shares of Common Stock of the Issuer. 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.