13D·WATCH Activist + Insider Intelligence

SCHEDULE 13D/A Filed 2026-04-10 Event 2026-04-08 Intent: PASSIVE SEC 0000950103-26-005618 →

LAUDER AERIN → ESTEE LAUDER COMPANIES INC EL

Stake: 7.20% Shares: 19,102,009 CUSIP: 518439104 Class: CLASS A COMMON STOCK PAR VALUE $.01 PER SHARE

AI Analyst Brief conf: high

Aerin Lauder filing a 13D/A to disclose an intra-family estate planning transfer of her 7.2% Class A stake to the RSL Trust — purely administrative, no change in economic interest or voting control, and no activist agenda signaled.

Item 4 — Purpose of Transaction

The Transfer to RSL Trust occurred on April 8, 2026, and the Change in 4202 Trustee occurred on March 18, 2026, as described in Item 3 of this Amendment. These transactions occurred for estate planning purposes.

Cross-References

Insider Activity (last 365d)

0 transactions

0 buys · 0 sales · 0 awards/exercises

Issuer Cluster

1 13D/G filings on this issuer

0 other filings besides this one

Filer Track Record

1 filings by this filer

0 other filings in the data moat

Short Interest · settle 2026-03-31

DTC 1.30

8,172,459 shares short · -10.0% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers

1 holder · $96.11M

Point72 Asset Mgmt

Want this depth on every filing the moment it hits SEC EDGAR?

Full feed access · API · daily intelligence brief · custom alerts. $1,500/mo. Pilots welcome.

Request a pilot →