What the executives and directors of Estée Lauder Companies (The) actually did with their own shares, decoded from three years of SEC Form 4 filings.
The tape: three years of insider trades
Every marker sits at the exact price reported on the Form 4. The line is the monthly median of all prices insiders reported, so the chart needs no market feed; the gray strip is routine flow (vestings, tax withholding, gifts) that headlines love to miscount as selling.
Where the shares went, last 12 months
Every Form 4 movement decomposed: what flowed in (grants, vested equity, purchases) and what flowed out (tax withholding, plan sales, discretionary sales, gifts). Counted in shares, because grants carry no price.
Skin in the game
Directly held shares as reported after each trade, indexed to 100 five years back. Direct holdings only: trust and family-entity positions are per-entity in the filings and do not sum honestly, so this chart refuses to guess. The steps are the trades.
Who holds what
| Insider | Role | Shares held | Buys 12 m | Sales 12 m |
|---|---|---|---|---|
| Lauder William P Executive Chairman | Officer | 551.6K | — | — |
| FRIBOURG PAUL J | Director | 526K | — | — |
| Freda Fabrizio President and CEO | CEO | 306.8K | — | — |
| LAUDER JANE | Director | 76.6K | — | $3.1M |
| Lauder Jane A. Trust u/a/d 11/6/2003 | 10% owner | 72.4K | — | — |
| BARSHEFSKY CHARLENE | Director | 53.8K | — | $339K |
| TRAVIS TRACEY THOMAS EVP & CFO | CFO | 47.2K | — | — |
| STERNLICHT BARRY S | Director | 38.8K | — | $365K |
| Hertzmark Hudis Jane Exec VP & CBO | Officer | 33.5K | — | — |
| ZANNINO RICHARD F | Director | 26.2K | — | — |
| de la Faverie Stephane President and CEO | CEO | 21K | — | — |
| FORESTER LYNN | Director | 19.2K | — | $339K |
| Haney Carl P. EVP Research Prod & Innovation | Officer | 15.2K | — | — |
| Canevari Roberto Exec VP & CVCO | Officer | 13.7K | — | — |
Open-market trade log
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2025-11-26 | LAUDER JANE (Director) | Discretionary sale | 17.8K | $94.38 | $1.7M |
| 2025-11-26 | La Lande Rashida (Officer) | Discretionary sale | 1,604 | $94.45 | $151K |
| 2025-11-18 | Webster Meridith (Officer) | Discretionary sale | 5,430 | $87.84 | $477K |
| 2025-11-11 | STERNLICHT BARRY S (Director) | Discretionary sale | 3,972 | $91.83 | $365K |
| 2025-11-06 | Evelyn H. Lauder 2012 Marital Trust Two (10% owner) | Discretionary sale | 2.8M | $89.70 | $255.2M |
| 2025-11-06 | Leonard A. Lauder 2013 Revocable Trust (10% owner) | Discretionary sale | 2.8M | $89.70 | $249.9M |
| 2025-11-06 | LAL 2015 ELF Trust (10% owner) | Discretionary sale | 5.7M | $89.70 | $508.6M |
| 2025-08-29 | FORESTER LYNN (Director) | Discretionary sale | 3,702 | $91.65 | $339K |
| 2025-08-28 | La Lande Rashida (Officer) | Discretionary sale | 6,417 | $91.88 | $590K |
| 2025-08-22 | BARSHEFSKY CHARLENE (Director) | Discretionary sale | 3,723 | $91.07 | $339K |
| 2025-08-21 | LAUDER JANE (Director) | Discretionary sale | 15.7K | $88.23 | $1.4M |
| 2025-02-07 | FRIBOURG PAUL J (Director) | Open-market buy | 600 | $65.47 | $39K |
| 2025-02-07 | FRIBOURG PAUL J (Director) | Open-market buy | 44.9K | $64.99 | $2.9M |
| 2025-02-06 | FRIBOURG PAUL J (Director) | Open-market buy | 3,700 | $66.34 | $245K |
| 2025-02-06 | FRIBOURG PAUL J (Director) | Open-market buy | 18.6K | $64.57 | $1.2M |
| 2025-02-06 | FRIBOURG PAUL J (Director) | Open-market buy | 21.7K | $65.67 | $1.4M |
| 2025-02-05 | FRIBOURG PAUL J (Director) | Open-market buy | 1,500 | $68.80 | $103K |
| 2025-02-05 | FRIBOURG PAUL J (Director) | Open-market buy | 6,400 | $66.50 | $426K |
| 2025-02-05 | FRIBOURG PAUL J (Director) | Open-market buy | 9,400 | $67.81 | $637K |
| 2025-02-05 | FRIBOURG PAUL J (Director) | Open-market buy | 25.7K | $65.63 | $1.7M |
| 2025-02-05 | Shrivastava Akhil (CFO) | Open-market buy | 700 | $65.79 | $46K |
| 2024-11-19 | FRIBOURG PAUL J (Director) | Open-market buy | 20.3K | $64.83 | $1.3M |
| 2024-11-19 | FRIBOURG PAUL J (Director) | Open-market buy | 57.5K | $64.35 | $3.7M |
| 2024-11-18 | FRIBOURG PAUL J (Director) | Open-market buy | 15.6K | $65.57 | $1M |
| 2024-11-18 | FRIBOURG PAUL J (Director) | Open-market buy | 59.9K | $64.76 | $3.9M |
| 2024-11-15 | FRIBOURG PAUL J (Director) | Open-market buy | 1,300 | $64.56 | $84K |
| 2024-11-15 | FRIBOURG PAUL J (Director) | Open-market buy | 76.2K | $64.00 | $4.9M |
| 2024-11-14 | FRIBOURG PAUL J (Director) | Open-market buy | 19.2K | $64.99 | $1.2M |
| 2024-11-14 | FRIBOURG PAUL J (Director) | Open-market buy | 58.8K | $64.49 | $3.8M |
| 2024-11-14 | Shrivastava Akhil (CFO) | Open-market buy | 1,000 | $65.00 | $65K |
| 2024-11-13 | FRIBOURG PAUL J (Director) | Open-market buy | 27.3K | $63.71 | $1.7M |
| 2024-11-13 | FRIBOURG PAUL J (Director) | Open-market buy | 51.7K | $63.18 | $3.3M |
| 2024-11-01 | Freda Fabrizio (CEO) | Discretionary sale | 11K | $67.76 | $743K |
| 2024-08-27 | BARSHEFSKY CHARLENE (Director) | Discretionary sale | 3,437 | $91.93 | $316K |
| 2024-08-23 | FORESTER LYNN (Director) | Discretionary sale | 3,890 | $93.61 | $364K |
| 2024-05-30 | LAUDER JANE (Officer) | Discretionary sale | 15K | $121.26 | $1.8M |
| 2024-05-22 | JUEPTNER PETER (Officer) | Discretionary sale | 12.8K | $130.62 | $1.7M |
| 2024-05-15 | TRAVIS TRACEY THOMAS (CFO) | Discretionary sale | 14.5K | $135.73 | $2M |
| 2024-02-07 | Stanley Deirdre (Officer) | Discretionary sale | 4,343 | $147.00 | $638K |
| 2024-02-07 | Hyman Jennifer (Director) | Open-market buy | 1,350 | $146.70 | $198K |
| 2023-08-23 | LAUDER JANE (Officer) | Discretionary sale | 12.7K | $152.75 | $1.9M |
| 2023-08-23 | BARSHEFSKY CHARLENE (Director) | Discretionary sale | 1,796 | $151.93 | $273K |
| 2023-05-16 | Hertzmark Hudis Jane (Officer) | Discretionary sale | 545 | $200.78 | $109K |
| 2023-05-16 | Hertzmark Hudis Jane (Officer) | Discretionary sale | 1,560 | $201.50 | $314K |
| 2023-05-16 | Hertzmark Hudis Jane (Officer) | Discretionary sale | 2,799 | $198.85 | $557K |
| 2023-05-16 | Hertzmark Hudis Jane (Officer) | Discretionary sale | 4,965 | $199.99 | $993K |
| 2023-05-11 | Hertzmark Hudis Jane (Officer) | Discretionary sale | 100 | $202.75 | $20K |
| 2023-05-11 | Hertzmark Hudis Jane (Officer) | Discretionary sale | 100 | $202.76 | $20K |
| 2023-05-11 | Hertzmark Hudis Jane (Officer) | Discretionary sale | 43.1K | $202.09 | $8.7M |
| 2023-02-13 | Haney Carl P. (Officer) | Discretionary sale | 9,741 | $253.90 | $2.5M |
| 2023-02-03 | Hyman Jennifer (Director) | Discretionary sale | 389 | $269.35 | $105K |
| 2023-02-03 | Hyman Jennifer (Director) | Discretionary sale | 1,000 | $267.07 | $267K |
| 2023-02-03 | Hyman Jennifer (Director) | Discretionary sale | 3,845 | $266.58 | $1M |
| 2023-02-01 | Freda Fabrizio (CEO) | Discretionary sale | 6,831 | $280.00 | $1.9M |
| 2023-01-23 | Freda Fabrizio (CEO) | Discretionary sale | 11.7K | $270.00 | $3.2M |
| 2022-09-09 | Haney Carl P. (Officer) | Discretionary sale | 2,450 | $252.45 | $619K |
| 2022-09-09 | Haney Carl P. (Officer) | Discretionary sale | 5,109 | $251.86 | $1.3M |
| 2022-09-07 | Haney Carl P. (Officer) | Discretionary sale | 2,481 | $247.34 | $614K |
| 2022-09-07 | O'HARE MICHAEL (Officer) | Discretionary sale | 2,118 | $247.08 | $523K |
| 2022-08-29 | Christianson Wei Sun (Director) | Discretionary sale | 1,056 | $261.52 | $276K |
“Since trade” compares with the latest insider-implied price, not a market quote; this site carries no market data by design.
Filing hygiene
How to read this
A Form 4 transaction code decides everything. P is an open-market purchase and S an open-market sale; those two are the only codes where an insider chose to trade. A is a grant, M an option exercise or vesting, F shares withheld to cover tax, G a gift. Most “insiders dumped billions” headlines are code F and M mechanics.
Sales flagged 10b5-1 run on a plan the insider adopted in advance; since 2023 every Form 4 carries that flag. Buys have historically predicted returns, sales mostly have not, and this page states filings, not advice.