Lal Family Partners Lp - Nov 3, 2025 Form 4 Insider Report for ESTEE LAUDER COMPANIES INC (EL)

Role
10%+ Owner
Signature
See Exhibit 99.1 for Signatures
Stock symbol
EL
Transactions as of
Nov 3, 2025
Transactions value $
$0
Form type
4
Date filed
11/5/2025, 09:24 PM
Previous filing
Nov 18, 2021
SEC
View on sec.gov

Reporting Owners (2)

Name Relationship Address Signature Signature date CIK
LAL FAMILY PARTNERS LP 10%+ Owner C/O THE ESTEE LAUDER COMPANIES INC., 767 FIFTH AVE., NEW YORK See Exhibit 99.1 for Signatures 2025-11-05 0001008092
LAL FAMILY CORP 10%+ Owner 767 FIFTH AVENUE, NEW YORK See Exhibit 99.1 for Signatures 2025-11-05 0001008093

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction EL Class B Common Stock Other -11M -13.72% 69.4M Nov 3, 2025 Class A Common Stock 11M Note F1, F2, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 There is no exercise or conversion price for the Class B Common Stock. Shares of Class B Common Stock may be converted immediately on a one-for-one basis by the holder and 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 the 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.
F2 LAL Family Partners, L.P. ("LALFP") transferred shares of Class B Common Stock to three of its limited partners in redemption of their limited partnership interests, based on a price of $89.52 per share.
F3 Owned directly by LALFP. The sole general partner of LALFP is LAL Family Corporation ("LALFC"). As general partner, LALFC indirectly beneficially owns all shares of Class B Common Stock owned by LALFP, to the extent of its pecuniary interest, if any.

Remarks:

Exhibit 99.1 (Signatures and Joint Filer Information) is incorporated herein by reference.