Estee Lauder (EL)

=== SEC Form 4 — Statement of Changes in Beneficial Ownership === Document Type: 4 Period of Report: 2026-09-15 10b5-1 Pre-arranged Plan: No --- Issuer --- Name: ESTEE LAUDER COMPANIES INC (EL) CIK: 0001001250 --- Reporting Owner --- Name: LAUDER JANE CIK: 0001008091 Role: Director, 10%+ Owner --- Derivative Transactions --- [Transaction #1] Security: Stock Units (Share Payout) Date: 2026-09-15 | Code: A (Grant or award) Shares: +2.88 | Price: $96.25 Shares Owned After: 795.02 | Ownership: D (Direct) Footnotes: [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. [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. --- Holdings --- [Holding #1] Security: Class B Common Stock Ownership: I (Indirect) Footnotes: [F4] There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (i) 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. [F4] There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (i) 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. [F4] There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (i) 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] Prior reports included 4,910,594 shares of Class B Common Stock held by the Zinterhofer 2008 Descendants Trust, for which the Reporting Person formerly served as co-trustee. Effective May 8, 2026, the Reporting Person resigned as co-trustee and ceased to possess voting or dispositive authority over those shares. No shares were sold or transferred, and the Reporting Person received no consideration in connection with her resignation. [F5] Prior reports included 4,910,594 shares of Class B Common Stock held by the Zinterhofer 2008 Descendants Trust, for which the Reporting Person formerly served as co-trustee. Effective May 8, 2026, the Reporting Person resigned as co-trustee and ceased to possess voting or dispositive authority over those shares. No shares were sold or transferred, and the Reporting Person received no consideration in connection with her resignation. [F5] Prior reports included 4,910,594 shares of Class B Common Stock held by the Zinterhofer 2008 Descendants Trust, for which the Reporting Person formerly served as co-trustee. Effective May 8, 2026, the Reporting Person resigned as co-trustee and ceased to possess voting or dispositive authority over those shares. No shares were sold or transferred, and the Reporting Person received no consideration in connection with her resignation. [F5] Prior reports included 4,910,594 shares of Class B Common Stock held by the Zinterhofer 2008 Descendants Trust, for which the Reporting Person formerly served as co-trustee. Effective May 8, 2026, the Reporting Person resigned as co-trustee and ceased to possess voting or dispositive authority over those shares. No shares were sold or transferred, and the Reporting Person received no consideration in connection with her resignation. [Holding #2] Security: Class B Common Stock Ownership: I (Indirect) Footnotes: [F4] There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (i) 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. [F4] There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (i) 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. [F4] There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (i) 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. [Holding #3] Security: Class B Common Stock Ownership: D (Direct) Footnotes: [F4] There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (i) 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. [F4] There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (i) 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. [F4] There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (i) 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. --- Footnotes (Complete Index) --- 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. F4: There is no exercise or conversion price for the Class B Common Stock. Share of Class B Common Stock (i) 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: Prior reports included 4,910,594 shares of Class B Common Stock held by the Zinterhofer 2008 Descendants Trust, for which the Reporting Person formerly served as co-trustee. Effective May 8, 2026, the Reporting Person resigned as co-trustee and ceased to possess voting or dispositive authority over those shares. No shares were sold or transferred, and the Reporting Person received no consideration in connection with her resignation. --- Signature --- /s/ Jane Lauder, by Robin Cohen, Attorney-in-fact (2026-09-16)