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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, %
2020-02-12 01:00 2020-02-11 Haney Carl P. Officer - EVP-Global R&D OPT+S $210.06 8,777 $1,843,697 16,893 0.0%
2020-02-11 00:08 2020-02-10 PARSONS RICHARD D Director OPT+S $208.24 8,669 $1,805,233 0 0.0%
2020-02-08 00:10 2020-02-07 O'HARE MICHAEL Officer - EVP-Global Human Resources OPT+S $209.06 24,238 $5,067,196 0 0.0%
2020-02-08 00:09 2020-02-07 Hertzmark Hudis Jane Officer - Group President OPT+S $206.47 29,991 $6,192,290 52,677 0.0%
2020-02-08 00:09 2020-02-07 Demsey John Officer - Group President OPT+S $206.10 61,954 $12,768,719 11,904 0.0%
2019-12-09 23:20 2019-12-05 Lauder William P Director, Officer, 10% owner - Executive Chairman OPT+S $196.19 45,894 $9,004,160 0 0.0%
2019-11-21 00:34 2019-11-20 MOSS SARA E Officer - Vice Chairman SELL $192.74 3,644 $702,345 0 -100.0%
2019-11-12 22:32 2019-11-11 TRAVIS TRACEY THOMAS Officer - EVP & CFO SELL $186.80 15,058 $2,812,834 31,339 -32.5%
2019-11-07 00:20 2019-11-05 Freda Fabrizio Director, Officer - President and CEO SELL $184.08 16,479 $3,033,448 68,174 -19.5%
2019-11-01 23:40 2019-11-01 Polcer Gregory Officer - EVP - Global Supply Chain OPT+S $185.43 2,997 $555,744 79,314 0.0%
2019-11-01 23:40 2019-11-01 O'HARE MICHAEL Officer - EVP-Global Human Resources OPT+S $185.11 3,162 $585,318 0 0.0%
2019-11-01 23:39 2019-11-01 Demsey John Officer - Group President OPT+S $186.00 8,062 $1,499,532 0 0.0%
2019-09-17 00:48 2019-09-16 MOSS SARA E Officer - Vice Chairman and Gen. Counsel SELL $193.55 6,274 $1,214,307 66,170 -8.7%
2019-09-09 23:41 2019-09-06 Haney Carl P. Officer - EVP-Global R&D OPT+S $205.81 17,552 $3,612,410 14,097 0.0%
2019-09-09 23:41 2019-09-06 Freda Fabrizio Director, Officer - President and CEO SELL $206.51 28,819 $5,951,351 68,174 -29.7%
2019-09-05 22:24 2019-09-04 TRAVIS TRACEY THOMAS Officer - EVP & CFO OPT+S $200.11 45,755 $9,156,033 31,339 0.0%
2019-09-05 22:23 2019-09-04 Polcer Gregory Officer - EVP - Global Supply Chain SELL $200.72 5,364 $1,076,685 79,314 -6.3%
2019-09-05 22:23 2018-09-04 O'HARE MICHAEL Officer - EVP-Global Human Resources SELL $200.63 5,488 $1,101,049 0 -100.0%
2019-09-05 22:23 2019-09-04 LAL FAMILY PARTNERS LP 10% owner SELL $196.00 2,000,000 $392,000,000 0 -100.0%
2019-09-05 22:22 2019-09-05 Hertzmark Hudis Jane Officer - Group President SELL $204.04 4,705 $960,008 49,276 -8.7%
2019-09-05 22:21 2019-09-04 Demsey John Officer - Group President SELL $201.81 15,317 $3,091,153 0 -100.0%
2019-09-05 01:01 2019-08-30 TRAVIS TRACEY THOMAS Officer - EVP & CFO OPT+S $200.07 20,245 $4,050,417 19,467 0.0%
2019-09-04 22:50 2019-09-03 BRAVO ROSE MARIE Director OPT+S $198.83 4,697 $933,910 8,000 0.0%
2019-08-29 19:57 2019-08-29 STERNLICHT BARRY S Director OPT+S $203.80 13,216 $2,693,486 30,982 0.0%
2019-08-27 18:32 2019-08-26 LAUDER RONALD S FOUNDATION 10% owner SELL $200.15 16,140 $3,230,455 66,971 -19.4%
2019-08-22 23:02 2019-08-21 Hertzmark Hudis Jane Officer - Group President OPT+S $202.64 17,842 $3,615,546 49,276 0.0%
2019-08-22 23:02 2019-08-21 PROUVE CEDRIC Officer - Group President, International OPT+S $203.09 114,134 $23,178,995 202,951 0.0%
2019-08-21 18:42 2019-08-20 Trower Alexandra C. Officer - EVP - Global Communications SELL $203.78 6,608 $1,346,578 9,032 -42.3%
2019-05-18 00:13 2019-05-16 FORESTER LYNN Director OPT+S $172.48 10,000 $1,724,800 4,000 0.0%
2019-05-17 23:59 2019-05-16 Freda Fabrizio Director, Officer - President and CEO OPT+S $170.20 34,224 $5,824,925 68,174 0.0%
2019-05-16 00:20 2019-05-14 LAUDER RONALD S FOUNDATION 10% owner SELL $167.07 27,830 $4,649,625 66,971 -29.4%
2019-05-16 00:20 2019-05-15 Haney Carl P. Officer - EVP-Global R&D SELL $169.03 8,950 $1,512,819 3 -100.0%
2019-05-16 00:19 2019-05-13 Freda Fabrizio Director, Officer - President and CEO OPT+S $167.13 99,495 $16,628,470 68,174 0.0%
2019-05-08 23:13 2019-05-06 ZINTERHOFER AERIN LAUDER TRUST U/A/D 4/24/00 10% owner SELL $166.21 2,800,000 $465,378,760 0 -100.0%
2019-05-08 23:13 2019-05-06 Freda Fabrizio Director, Officer - President and CEO OPT+S $172.19 38,933 $6,703,873 73,174 0.0%
2019-05-07 00:58 2019-05-06 BARSHEFSKY CHARLENE Director OPT+S $172.19 1,356 $233,490 57,411 0.0%
2019-05-03 23:52 2019-05-02 Hockaday Irvine O Jr Director OPT+S $170.55 15,949 $2,720,092 13,540 0.0%
2019-03-29 22:21 2019-03-28 Polcer Gregory Officer - EVP - Global Supply Chain OPT+S $165.00 28,036 $4,625,940 79,314 0.0%
2019-03-12 23:51 2019-03-11 BRAVO ROSE MARIE Director OPT+S $157.68 12,159 $1,917,231 8,000 0.0%
2019-03-01 22:19 2019-03-01 Trower Alexandra C. Officer - EVP - Global Communications SELL $158.71 25,296 $4,014,728 15,640 -61.8%
2019-02-28 00:07 2019-02-26 Lauder William P Director, Officer, 10% owner - Executive Chairman SELL $156.45 12,418 $1,942,796 0 -100.0%
2019-02-28 00:07 2019-02-25 LAL FAMILY PARTNERS LP 10% owner SELL $157.41 422,056 $66,435,582 0 -100.0%
2019-02-27 18:53 2019-02-26 FRIBOURG PAUL J Director OPT+S $156.52 6,003 $939,590 4,000 0.0%
2019-02-21 01:41 2019-02-19 Hockaday Irvine O Jr Director SELL $155.31 1,500 $232,965 13,540 -10.0%
2019-02-15 21:16 2019-02-14 LAUDER RONALD S FOUNDATION 10% owner SELL $153.41 38,080 $5,841,853 66,971 -36.2%
2019-02-14 20:13 2019-02-12 PARSONS RICHARD D Director OPT+S $153.65 8,187 $1,257,933 0 0.0%
2019-02-09 00:27 2019-02-07 Freda Fabrizio Director, Officer - President and CEO OPT+S $152.20 98,262 $14,955,702 73,174 0.0%
2019-02-07 22:16 2019-02-06 O'HARE MICHAEL Officer - EVP-Global Human Resources OPT+S $151.49 27,207 $4,121,588 0 0.0%
2019-02-07 22:16 2019-02-06 Hertzmark Hudis Jane Officer - Group President OPT+S $148.59 29,366 $4,363,553 49,276 0.0%
2019-02-07 22:15 2019-02-06 Demsey John Officer - Group President OPT+S $149.75 21,646 $3,241,489 0 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.