# EDGAR Filing Document

**Accession Number:** 0002062125
**File Stem:** 0001628280-25-041473
**Filing Date:** 2025-9
**Character Count:** 7515
**Document Hash:** 99842cd33ee274ff27712610e3d7774b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001628280-25-041473.hdr.sgml**: 20250902

**ACCESSION NUMBER**: 0001628280-25-041473

**CONFORMED SUBMISSION TYPE**: 4

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250828

**FILED AS OF DATE**: 20250902

**DATE AS OF CHANGE**: 20250902

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Bowes Michael
- **CENTRAL INDEX KEY:** 0002062125

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-14064
- **FILM NUMBER:** 251285195

**MAIL ADDRESS:**
- **STREET 1:** C/O THE ESTEE LAUDER COMPANIES INC.
- **STREET 2:** 767 FIFTH AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10153
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ESTEE LAUDER COMPANIES INC
- **CENTRAL INDEX KEY:** 0001001250
- **STANDARD INDUSTRIAL CLASSIFICATION:** PERFUMES, COSMETICS & OTHER TOILET PREPARATIONS [2844]
- **ORGANIZATION NAME:** 08 Industrial Applications and Services
- **EIN:** 112408943
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0630

**BUSINESS ADDRESS:**
- **STREET 1:** 767 FIFTH AVE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10153
- **BUSINESS PHONE:** 2125724200

**MAIL ADDRESS:**
- **STREET 1:** 767 FIFTH AVE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10153

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 4

### STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

[ ] 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**<sup>*</sup><br>Bowes Michael<br><sub>(Last) (First) (Middle)</sub><br>THE ESTEE LAUDER COMPANIES INC.<br>767 FIFTH AVENUE<br><sub>(Street)</sub><br>NEW YORK, NY 10153<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2025-08-28 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [ ] 10% Owner<br>[X] Officer (give title below) [ ] Other (specify below)<br>_Exec VP & CPO_ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>ESTEE LAUDER COMPANIES INC [ EL ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | 3. Transaction Code (V) | 3. Transaction Code (V) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | Code | V | Amount | (A) or (D) | Price | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
|  |  |  |  |  |  |  |  |  |  |  |

---

## Table II - Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | 4. Transaction Code (V) | 4. Transaction Code (V) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 6. Date Exercisable and Expiration Date | 6. Date Exercisable and Expiration Date | 7. Title and Amount of Underlying Securities | 7. Title and Amount of Underlying Securities | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| Restricted Stock Units (Share Payout)<sup>(1)</sup> | <sup>(2)</sup> | 2025-08-28 |  | A |  | 4825 |  | 2026-11-02<sup>(3)</sup> | 2028-11-01 | Class A Common  Stock | 4825 | <sup>(2)</sup> | 4825 | D |  |
| Restricted Stock Units (Share Payout)<sup>(1)</sup> | <sup>(2)</sup> | 2025-08-28 |  | A |  | 4783 |  | 2027-11-01<sup>(4)</sup> | 2027-11-01 | Class A Common  Stock | 4783 | <sup>(2)</sup> | 4783 | D |  |
| Restricted Stock Units (Share Payout)<sup>(1)</sup> | <sup>(2)</sup> | 2025-08-28 |  | A |  | 9263 |  | 2028-11-01<sup>(5)</sup> | 2028-11-01 | Class A Common  Stock | 9263 | <sup>(2)</sup> | 9263 | D |  |
| Stock Option (Right to Buy) | $91.77 | 2025-08-28 |  | A |  | 18550 |  | 2026-11-02<sup>(6)</sup> | 2035-08-28 | Class A Common  Stock | 18550 | <sup>(2)</sup> | 18550 | D |  |

---

### Footnotes:

(1) RSUs vest and are paid out in shares of Class A Common Stock on a one-to-one basis on the applicable vesting date. RSUs generally vest in three approximately equal installments unless otherwise indicated. Upon payout, shares are withheld to cover statutory tax obligations. RSUs are accompanied by dividend equivalent rights payable in cash at the time of the payout of the related shares.

(2) Not applicable.

(3) Annual RSUs granted August 28, 2025.  Assuming continued employment, these RSUs will vest and be paid out as follows: 1,608 on November 2, 2026; 1,608 on November 1, 2027; and  1,609 on November 1, 2028.

(4) Non-Annual RSUs granted August 28, 2025.  Assuming continued employment, these RSUs will vest and be paid out on November 1, 2027.

(5) Non-annual RSUs granted August 28, 2025.  Assuming continued employment, these RSUs will vest and be paid out on November 1, 2028.

(6) Stock options granted pursuant to The Estee Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan in respect of: 6,183 shares exercisable from and after November 2, 2026; 6,183 shares exercisable from and after November 1, 2027; and 6,184 shares exercisable from and after November 1, 2028.

**Signature:** Michael Bowes, by Spencer G. Smul, attorney-in-fact  
**Date:** 2025-09-02

### Remarks:

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.**