Estée Lauder EVP Receives Annual Equity Award Grants

Insider Filing Analysis: ESTEE LAUDER COMPANIES INC ($EL)

Executive Summary

• Reporting Insider: Meridith Webster, Executive Vice President, Global Communications and Public Affairs.
• Filing Date: August 31, 2026
• Transaction Date: August 27, 2026
• Significance Level: Low — This filing reflects routine equity compensation awards comprising Restricted Stock Units (RSUs) and stock options, rather than open-market buying or selling activity.

---

Transaction Details

1. Restricted Stock Units (RSUs):

   • Quantity Granted: 5,273 units
   • Exercise Price: $0.00
   • Vesting Schedule: Vests in three installments: 1,757 shares on November 1, 2027; 1,758 shares on November 1, 2028; and 1,758 shares on November 1, 2029.
   • Underlying Security: Class A Common Stock (1:1 payout).

2. Stock Options (Right to Buy):

   • Quantity Granted: 19,213 options
   • Exercise Price: $106.21 per share
   • Expiration Date: August 27, 2036
   • Vesting Schedule: Exercisable in three tranches: 6,404 shares from November 1, 2027; 6,404 shares from November 1, 2028; and 6,405 shares from November 1, 2029.

---

Key Takeaways

• These grants were made under the company's Amended and Restated Fiscal 2002 Share Incentive Plan as part of regular executive compensation.
• Because these are non-discretionary equity grants, they carry low informational signal regarding executive sentiment or imminent corporate developments.