Estée Lauder Companies (The) (EL)10% owner sold ~$255M

~$255M

Approx. value · 2.85M sh @ $89.70

Traded

Nov 6, 2025

Filed

Nov 8, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Feb 1, 2024Company filing · Form 8-K · RestructuringAnnounced job cuts, closures or a restructuring“As announced on November 1, 2023, The Estée Lauder Companies Inc. (the "Company") launched the Profit Recovery and Growth Plan ("PRGP") to help progressively rebuild its profit margins in fiscal years 2025 and 2026.”
2. Oct 30, 2025Company filing · Form 8-K · ResultsReported its results
3. Nov 4, 2025Company filing · Form 8-K · Unregistered shares, Other newsSold new shares without registering them, and reported other company news
4. Nov 5, 20255% stakeFMR LLC reported a passive stake (13G) of 4.7%
5. Nov 5, 20255% stakeThe Leonard A. Lauder 2013 Revocable Trust filed an activist stake (13D)
6. Nov 6, 2025 · this disclosureInsider10% owner sold ~$255M of EL shares in the open market

What came next

1. Nov 6, 20255% stakeRoaring Fork Trust Company, Inc. filed an activist stake (13D)
2. Nov 6, 2025Insider · 2 peopleInsiders: 2 sales (~$758.5M)
3. Nov 11, 2025InsiderDirector sold ~$365K of EL shares in the open market
4. Nov 14, 20255% stakeThe Leonard A. Lauder 2013 Revocable Trust filed an activist stake (13D)
5. Nov 18, 2025InsiderOfficer sold ~$477K of EL shares in the open market
6. Nov 26, 2025Insider · 2 peopleInsiders: 2 sales (~$1.8M)
7. Feb 5, 2026Company filing · Form 8-K · ResultsReported its results
8. Feb 5, 20265% stakeFMR LLC reported a passive stake (13G) of 7.0%
9. Feb 13, 20265% stakeCapital World Investors reported a passive stake (13G) of 3.4%
10. Feb 17, 20265% stakeLAL Family Partners L.P. reported a passive stake (13G) of 21.9%
11. Feb 17, 20265% stakeLAL Family Corporation reported a passive stake (13G) of 21.9%

How to read SEC Form 4

Form 4 is the filing that officers, directors and owners of more than 10% of a US-listed company must send to the SEC within two business days after they buy, sell or otherwise change their holding of the company's stock.

Full guide: What is an SEC Form 4?

What else is on file for Estée Lauder Companies (The)

For Estée Lauder Companies (The), OQRO holds 8 insider filings (SEC Form 4 or Form 144), 2 Congress trade reports and 13 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its EL page.

How this filing works

• SEC Form 4
• Open-market purchase
• Rule 10b5-1 trading plans

Other disclosures at Estée Lauder Companies (The)

• SEC Schedule 13DSep 18, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 15, 2026
• SEC Form 4Sep 10, 2026

Everything OQRO holds on this company is on its EL page.