STOCK TITAN

Estee Lauder (EL) director credited stock units from dividends

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Estee Lauder Companies director Paul J. Fribourg reported routine stock unit awards tied to dividend reinvestments. On the reported date, he acquired 161.35 stock units with cash payout and 56.3 stock units with share payout, each linked to Class A Common Stock. These units reflect reinvestment of dividend equivalents on his existing stock units and are scheduled to be paid on the first business day of the calendar year after his service as a director ends. Following these awards, his reported balances increased to 41,650.4 stock units for cash payout and 14,535.19 stock units for share payout.

Positive

  • None.

Negative

  • None.
Insider FRIBOURG PAUL J
Role null
Type Security Shares Price Value
Grant/Award Stock Units (Share Payout) 56.3 $90.00 $5K
Grant/Award Stock Units (Cash Payout) 161.35 $90.00 $15K
Holdings After Transaction: Stock Units (Share Payout) — 14,535.19 shares (Direct, null); Stock Units (Cash Payout) — 41,650.4 shares (Direct, null)
Footnotes (1)
  1. Not applicable. Represents reinvestment of dividend equivalents on outstanding stock units. 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.
Stock units (cash payout) granted 161.35 units Grant of stock units with cash payout on 2026-06-15
Stock units (share payout) granted 56.3 units Grant of stock units with share payout on 2026-06-15
Price per stock unit $90.00 per unit Reported value for both stock unit awards
Post-transaction cash-payout units 41,650.4 units Stock units (cash payout) following the transaction
Post-transaction share-payout units 14,535.19 units Stock units (share payout) following the transaction
Underlying security Class A Common Stock Underlying security for both stock unit awards
Stock Units (Cash Payout) financial
"Security title listed as "Stock Units (Cash Payout)" for one transaction"
Stock Units (Share Payout) financial
"Security title listed as "Stock Units (Share Payout)" for one transaction"
dividend equivalents financial
"Represents reinvestment of dividend equivalents on outstanding stock units."
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
Class A Common Stock financial
"Underlying security title is shown as Class A Common Stock."
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
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FAQ

What did Estee Lauder (EL) director Paul J. Fribourg report on this Form 4?

Paul J. Fribourg reported acquiring additional stock units as part of his director compensation. These units arose from reinvested dividend equivalents on existing stock units rather than open-market purchases or sales.

How many stock units did Paul J. Fribourg receive in the latest Estee Lauder (EL) filing?

He received 161.35 stock units designated for cash payout and 56.3 stock units designated for share payout. Both awards are tied to Estee Lauder Class A Common Stock as underlying securities.

Are the Estee Lauder (EL) stock unit awards to Paul J. Fribourg market transactions?

No. The awards are classified as grants or awards, not market trades. They represent reinvestment of dividend equivalents on outstanding stock units, rather than buying or selling shares in the open market.

When will Paul J. Fribourg’s Estee Lauder (EL) stock units be paid out?

The stock units will be paid on the first business day of the calendar year after he stops serving as a director. At that time, the units will be settled according to their cash or share payout terms.

What are Paul J. Fribourg’s reported stock unit balances after these Estee Lauder (EL) transactions?

After these awards, his reported balances are 41,650.4 stock units for cash payout and 14,535.19 stock units for share payout. These balances reflect cumulative stock unit awards tied to his director service.

What is meant by dividend equivalents in the Estee Lauder (EL) Form 4 footnotes?

Dividend equivalents are credits that mirror cash dividends on underlying shares, but are paid in additional stock units instead of cash. In this case, dividend equivalents on existing units were reinvested into new stock units.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
FRIBOURG PAUL J

(Last)(First)(Middle)
C/O CONTIGROUP COMPANIES, INC.
767 FIFTH AVENUE

(Street)
NEW YORK NEW YORK 10153

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
ESTEE LAUDER COMPANIES INC [ EL ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Units (Share Payout)(1)06/15/2026A(2)56.3 (3) (3)Class A Common Stock56.3$9014,535.19D
Stock Units (Cash Payout)(1)06/15/2026A(2)161.35 (3) (3)Class A Common Stock161.35$9041,650.4D
Explanation of Responses:
1. Not applicable.
2. Represents reinvestment of dividend equivalents on outstanding stock units.
3. 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.
Remarks:
Paul J. Fribourg, by Robin Cohen, Attorney-in-fact06/16/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)