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Company Analysis

EL Insider Trading

ESTEE LAUDER COMPANIES INC | Perfumes, Cosmetics & Other Toilet Preparations

Comprehensive Trading Performance Summary

The investment history of corporate insiders at ESTEE LAUDER COMPANIES INC provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Perfumes, Cosmetics & Other Toilet Preparations sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2022-02-10 21:53 2022-02-09 Demsey John Officer - Group President OPT+S $319.68 10,027 $3,205,431 6,607 0.0%
2022-02-07 20:52 2022-02-04 O'HARE MICHAEL Officer - EVP-Global Human Resources OPT+S $309.88 16,389 $5,078,623 0 0.0%
2022-02-07 20:51 2022-02-04 Demsey John Officer - Group President OPT+S $314.10 23,248 $7,302,267 6,607 0.0%
2021-12-13 21:37 2021-12-10 FORESTER LYNN Director OPT+S $361.37 1,520 $549,282 14,725 0.0%
2021-12-03 21:35 2021-12-01 Lauder William P Director, Officer, 10% owner - Executive Chairman OPT+S $329.18 58,720 $19,329,432 0 0.0%
2021-11-30 21:19 2021-11-30 PARSONS RICHARD D Director SELL $335.27 1,400 $469,378 3,042 -31.5%
2021-11-19 00:41 2021-11-17 LAL FAMILY PARTNERS LP 10% owner SELL $342.23 2,000,000 $684,460,000 0 -100.0%
2021-11-11 01:51 2021-11-10 TRAVIS TRACEY THOMAS Officer - EVP & CFO OPT+S $344.98 47,638 $16,434,386 42,078 0.0%
2021-11-08 19:08 2021-11-05 MOSS SARA E Officer - Vice Chairman SELL $345.90 2,035 $703,907 0 -100.0%
2021-11-05 17:59 2021-11-04 Haney Carl P. Officer - EVP Research Prod & Innovation SELL $338.81 1,682 $569,878 7,632 -18.1%
2021-11-04 22:33 2021-11-04 Hertzmark Hudis Jane Officer - Executive Group President SELL $340.06 9,043 $3,075,163 39,408 -18.7%
2021-11-04 20:17 2021-11-03 O'HARE MICHAEL Officer - EVP-Global Human Resources SELL $335.00 1,961 $656,935 0 -100.0%
2021-11-03 23:43 2021-11-03 Haney Carl P. Officer - EVP-Global R&D SELL $336.66 1,500 $504,990 9,314 -13.9%
2021-11-03 23:43 2021-11-03 Demsey John Officer - Group President SELL $335.00 6,000 $2,010,000 6,607 -47.6%
2021-11-03 00:45 2021-11-02 Freda Fabrizio Director, Officer - President and CEO OPT+S $317.04 10,432 $3,307,329 75,674 0.0%
2021-09-08 01:03 2021-09-02 MOSS SARA E Officer - Vice Chairman SELL $342.56 3,451 $1,182,170 0 -100.0%
2021-09-08 01:03 2021-09-03 O'HARE MICHAEL Officer - EVP-Global Human Resources SELL $343.18 2,947 $1,011,351 0 -100.0%
2021-09-08 01:02 2021-09-03 Freda Fabrizio Director, Officer - President and CEO SELL $342.59 14,961 $5,125,541 75,674 -16.5%
2021-08-26 22:44 2021-08-25 ZINTERHOFER AERIN LAUDER TRUST U/A/D 4/24/00 10% owner SELL $335.95 184,293 $61,912,920 0 -100.0%
2021-08-23 20:42 2021-08-20 STERNLICHT BARRY S Director OPT+S $329.42 4,576 $1,507,426 30,982 0.0%
2021-08-23 20:38 2021-08-20 Christianson Wei Sun Director OPT+S $329.33 810 $266,757 7,084 0.0%
2021-08-23 18:53 2021-08-20 Demsey John Officer - Group President SELL $327.53 6,500 $2,128,955 2,019 -76.3%
2021-07-15 00:19 2021-07-14 TRAVIS TRACEY THOMAS Officer - EVP & CFO OPT+S $325.01 53,531 $17,398,116 31,339 0.0%
2021-07-02 01:04 2021-07-01 Freda Fabrizio Director, Officer - President and CEO OPT+S $317.45 63,516 $20,163,237 75,674 0.0%
2021-06-28 23:10 2021-06-25 TRAVIS TRACEY THOMAS Officer - EVP & CFO OPT+S $310.01 26,792 $8,305,788 31,339 0.0%
2021-06-14 23:14 2021-06-11 ZINTERHOFER AERIN LAUDER TRUST U/A/D 4/24/00 10% owner SELL $300.53 97,971 $29,442,803 184,293 -34.7%
2021-06-11 22:33 2021-06-09 ZINTERHOFER AERIN LAUDER TRUST U/A/D 4/24/00 10% owner SELL $298.54 222,736 $66,495,026 282,264 -44.1%
2021-06-11 22:33 2021-06-10 LAUDER JANE Director OPT+S $298.50 22,752 $6,791,497 50,783 0.0%
2021-06-09 23:54 2021-06-08 ZINTERHOFER AERIN LAUDER TRUST U/A/D 4/24/00 10% owner SELL $301.46 170,000 $51,248,557 505,000 -25.2%
2021-06-08 18:32 2021-06-07 Hockaday Irvine O Jr Director SELL $302.23 2,740 $828,110 0 -100.0%
2021-06-02 23:06 2021-06-01 Freda Fabrizio Director, Officer - President and CEO SELL $308.00 32,209 $9,920,372 75,674 -29.9%
2021-06-01 18:00 2021-05-27 BRAVO ROSE MARIE Director OPT+S $304.23 4,234 $1,288,110 0 0.0%
2021-05-11 20:41 2021-05-10 FORESTER LYNN Director OPT+S $303.15 880 $266,772 7,696 0.0%
2021-05-10 23:13 2021-05-07 PARSONS RICHARD D Director OPT+S $302.36 2,329 $704,196 0 0.0%
2021-05-10 23:01 2021-05-07 TRAVIS TRACEY THOMAS Officer - EVP & CFO OPT+S $305.01 26,792 $8,171,828 31,339 0.0%
2021-05-07 21:32 2021-05-07 Demsey John Officer - Group President SELL $299.90 1,500 $449,850 8,519 -15.0%
2021-05-05 23:53 2021-05-05 LAUDER RONALD S Officer, 10% owner - Chairman, Clinique Labs LLC SELL $292.00 1,700,000 $496,400,000 0 -100.0%
2021-05-05 23:21 2021-05-04 O'HARE MICHAEL Officer - EVP-Global Human Resources SELL $294.59 2,183 $643,100 0 -100.0%
2021-05-05 23:20 2021-05-04 Demsey John Officer - Group President SELL $296.02 1,000 $296,020 10,019 -9.1%
2021-05-05 20:27 2021-05-04 BARSHEFSKY CHARLENE Director OPT+S $293.54 910 $267,121 43,250 0.0%
2021-04-12 23:13 2021-04-09 TRAVIS TRACEY THOMAS Officer - EVP & CFO OPT+S $300.01 22,924 $6,877,429 31,339 0.0%
2021-04-12 23:12 2021-04-09 MOSS SARA E Officer - Vice Chairman OPT+S $300.00 12,000 $3,600,000 0 0.0%
2021-03-10 20:46 2021-03-09 TRAVIS TRACEY THOMAS Officer - EVP & CFO OPT+S $285.01 22,924 $6,533,569 31,339 0.0%
2021-03-09 00:12 2021-03-08 LAL FAMILY PARTNERS LP 10% owner SELL $282.19 2,000,000 $564,380,000 0 -100.0%
2021-03-08 18:55 2021-03-05 BRAVO ROSE MARIE Director SELL $289.52 4,000 $1,158,099 0 -100.0%
2021-03-04 22:00 2021-03-02 LAUDER RONALD S Officer, 10% owner - Chairman, Clinique Labs LLC SELL $290.52 78,371 $22,768,288 0 -100.0%
2021-03-04 02:40 2021-03-03 LAUDER RONALD S Officer, 10% owner - Chairman, Clinique Labs LLC SELL $291.76 281,629 $82,169,063 78,371 -78.2%
2021-03-04 02:38 2021-03-03 LAUDER RONALD S FOUNDATION 10% owner SELL $291.71 10,000 $2,917,130 66,971 -13.0%
2021-03-02 23:16 2021-03-01 PROUVE CEDRIC Officer - Group President, International OPT+S $293.81 14,753 $4,334,580 237,519 0.0%
2021-02-27 02:03 2021-02-24 PROUVE CEDRIC Officer - Group President, International OPT+S $295.37 27,406 $8,094,924 237,519 0.0%
SHOW ENTRIES

How to Interpret $EL Trades

Not every insider transaction in ESTEE LAUDER COMPANIES INC is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $EL shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for EL

Insider activity data for ESTEE LAUDER COMPANIES INC is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $EL, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.