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雅诗兰黛(EL)的信托持股架构

美股 · 来源 A 级(官方文件 / 公告原文)· 2020-04 披露时点 · 只收录核实到「信托层」的案例 · 不构成任何排名评分或推荐
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公司雅诗兰黛 EL 美股
持有人Jane A. Lauder(Lauder 家族第三代)
创始人家族成员、原执行副总裁
受托人Jane A. Lauder(唯一受托人)
信托名称 / 架构Jane A. Lauder 2003 Revocable Trust u/a/d 2003-11-06(JL Revocable Trust)
信托设立辖区美国
披露比例7%
披露时点2020-04
来源等级A
来源原文Estee Lauder Companies Inc. Schedule 13D/A Amendment No.3 (filed 2020-04-06, Jane A. Lauder 2003 Revocable Trust)

架构与披露要点

要点2020-04-06 备案的 Schedule 13D/A(第 3 号修正)由 Jane A. Lauder 以 JL Revocable Trust 受托人身份提交:该可撤销信托依 2003-11-06 信托文件设立,Jane A. Lauder 为设立人兼唯一受托人,经信托修订后对其所持股份行使单独投票与处分权。截至 2020-04-06,信托持有一比一对应 17,161,020 股 A 类普通股的 B 类普通股 17,161,020 股,假设全部转换后占 A 类普通股发行在外总数约 7.0%(以 2020-01-30 10-Q 口径计算);B 类股仅在 Permitted Transferee(家族许可受让人)之间转让,否则自动转换为 A 类。同日 Jane A. Lauder 以受托人身份加入公司股东协议。该 13D 系列申报使 Lauder 家族各成员的信托层持股路径(各自设立的可撤销信托分别持 B 类股)在 SEC 文件中逐笔可核。
核验方式13D/A 原文核验信托名称(u/a/d 2003-11-06)、受托人、股数 17,161,020 与 7.0% 折算比例;2024-2025 年该信托后续减持未在本轮核实范围,as_of 取申报日口径。

申报历史与持股变动(SEC EDGAR 13D/G 系列 45 份,2021-02-11 ~ 2024-12-10)

下表为 SEC EDGAR 该发行人全部 Schedule 13D/13G 系列申报记录(解析其主文档正文,上限最新 45 份):「比例」为申报原文中出现的百分比(取前列,可能是类别股本或合并申报口径,逐项以原文为准);「信托表述」为申报原文中含信托架构的关键句摘录。
申报日类型比例(见原文)信托表述(摘录)来源
2021-02-11SC 13G/A—Ownership (a) As of December 31, 2020, the Reporting Person beneficially owned 586,138 shares of Class A Common Stock held indirectly as a co-trustee of the Leonard A原文
2021-02-11SC 13G/A4.9%、3.2%(ii) 6,364 shares of Class A Common Stock and 6,364 shares of Class B Common Stock held indirectly as the sole trustee of The Descendants of Ronald S原文
2021-02-11SC 13G/A5.5%、3.6%Lauder, (a) individually and (b) as Trustee of The Leonard A原文
2021-02-11SC 13G/A5.4%、3.5%(iii) 8,383,916 shares of Class B Common Stock as the sole trustee of Aerin Lauder Zinterhofer 2000 Revocable Trust u/a/d April 24, 2000, Aerin Lauder Zinterhofer, as …原文
2021-02-16SC 13G/A—As of December 31, 2020, the Reporting Person beneficially owned 586,138 shares of Class A Common Stock, indirectly as co-trustee of The Leonard A原文
2021-02-16SC 13G/A54.1%、26.9%Lauder, (a) individually and (b) as Trustee of The Leonard A原文
2021-02-16SC 13G/A54.1%、26.9%原文
2021-02-16SC 13D/A—LAL and JSE, as co-trustees of the LAL 2013 Revocable Trust, may be deemed to have shared power to vote or dispose, or direct the vote or disposition, of the shares of…原文
2021-06-14SC 13D/A5%、3.3%Name of Reporting Person: Aerin Lauder Zinterhofer 2000 Revocable Trust u/a/d April 24, 2000, Aerin Lauder Zinterhofer as Grantor 2原文
2021-06-14SC 13D/A9.3%、5.9%and 4,910,594 shares of Class A Common Stock via her indirect holding of the same number of Class B Common Stock as a co-trustee of the 2008 Descendants Trust原文
2021-08-30SC 13D/A5%、3.2%Name of Reporting Person: Aerin Lauder Zinterhofer 2000 Revocable Trust u/a/d April 24, 2000, Aerin Lauder Zinterhofer as Grantor 2原文
2021-08-30SC 13D/A9.3%、5.8%and 4,910,594 shares of Class A Common Stock via her indirect holding of the same number of Class B Common Stock as a co-trustee of the 2008 Descendants Trust原文
2022-02-01SC 13G/A7.3%、5%原文
2022-02-09SC 13G/A49%、4.912%LLC"), a wholly owned subsidiary of FMR LLC, which power resides with the Fidelity Funds' Boards of Trustees原文
2022-02-10SC 13G/A7.72%、5%原文
2022-02-11SC 13G/A5.7%、3.5%Lauder, (a) individually and (b) as Trustee of The Leonard A原文
2022-02-11SC 13G/A3.7%、2.3%(ii) 6,364 shares of Class A Common Stock and 6,364 shares of Class B Common Stock held indirectly as the sole trustee of The Descendants of Ronald S原文
2022-02-11SC 13G/A5.2%、3.2%(iii) 7,708,916 shares of Class B Common Stock as the sole trustee of Aerin Lauder Zinterhofer 2000 Revocable Trust u/a/d April 24, 2000, Aerin Lauder Zinterhofer, as …原文
2022-02-11SC 13G/A—Ownership (a) As of December 31, 2021, the Reporting Person beneficially owned 266,638 shares of Class A Common Stock held indirectly as a co-trustee of the Leonard A原文
2022-02-14SC 13G/A53.8%、25.7%Lauder, (a) individually and (b) as Trustee of The Leonard A原文
2022-02-14SC 13G/A53.8%、25.7%原文
2022-02-14SC 13G/A—As of December 31, 2021, the Reporting Person beneficially owned 266,638 shares of Class A Common Stock, indirectly as co-trustee of The Leonard A原文
2022-02-14SC 13D/A—LAL and JSE, as co-trustees of the LAL 2013 Revocable Trust, may be deemed to have shared power to vote or dispose, or direct the vote or disposition, of the shares of…原文
2023-02-01SC 13G/A6.9%、5%原文
2023-02-09SC 13G/A7.89%、5%原文
2023-02-10SC 13G/A83%、54.1%、25.8%Lauder, (a) individually and (b) as Trustee of The Leonard A原文
2023-02-10SC 13G/A83%、54.1%、25.8%原文
2023-02-10SC 13G/A83%、5.7%、3.6%Lauder, (a) individually and (b) as Trustee of The Leonard A原文
2023-02-10SC 13G/A3.2%、2.1%(ii) 6,364 shares of Class A Common Stock and 6,364 shares of Class B Common Stock held indirectly as the sole trustee of The Descendants of Ronald S原文
2023-02-10SC 13G/A5.2%、3.2%(iii) 7,708,916 shares of Class B Common Stock as the sole trustee of Aerin Lauder Zinterhofer 2000 Revocable Trust u/a/d April 24, 2000, Aerin Lauder Zinterhofer, as …原文
2023-02-10SC 13G/A83%Ownership (a) As of December 31, 2022, the Reporting Person beneficially owned 266,638 shares of Class A Common Stock held indirectly as a co-trustee of the Leonard A原文
2024-01-29SC 13G/A6.3%、5%原文
2024-02-09SC 13G/A84%、5.7%、3.6%Lauder, (a) individually and (b) as Trustee of The Leonard A原文
2024-02-09SC 13G/A3.2%、2%(ii) 6,364 shares of Class A Common Stock and 6,364 shares of Class B Common Stock held indirectly as the sole trustee of The Descendants of Ronald S原文
2024-02-09SC 13G/A5.2%、3.2%(iii) 7,708,906 shares of Class B Common Stock as the sole trustee of Aerin Lauder Zinterhofer 2000 Revocable Trust u/a/d April 24, 2000, Aerin Lauder Zinterhofer, as …原文
2024-02-09SC 13G/A84%Ownership (a) As of December 31, 2023, the Reporting Person beneficially owned 266,638 shares of Class A Common Stock held indirectly as a co-trustee of the Leonard A原文
2024-02-09SC 13G/A84%Lauder, (a) individually and (b) as Trustee of The Leonard A原文
2024-02-12SC 13G/A84%As of December 31, 2023, the Reporting Person beneficially owned 266,638 shares of Class A Common Stock, indirectly as co-trustee of The Leonard A原文
2024-02-12SC 13G/A84%、54%、25.7%Lauder, (a) individually and (b) as Trustee of The Leonard A原文
2024-02-12SC 13G/A84%、54%、25.7%Lauder, (a) individually and (b) as Trustee of The Leonard A原文
2024-02-13SC 13G/A8.37%、5%原文
2024-10-04SC 13G/A10.56%原文
2024-12-09SC 13D/A11.5%、6.8%Lauder 2003 Revocable Trust u/a/d November 6, 2003 Jane A原文
2024-12-09SC 13D/A15%、8.9%Pursuant to an amendment to the JL Revocable Trust, the Reporting Person, as grantor of the JL Revocable Trust, removed the current co-trustee of the JL Revocable Trus…原文
2024-12-10SC 13D/A9.6%、6.1%Source and Amount of Funds or Other Consideration This Amendment is being filed solely as a result of a change in trustee, effective December 7, 2024, of the ALZ 2000 …原文
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