Henry Schein SEC Filings

Henry Schein Inc. reported an insider share transaction by executive Andrea Albertini, CEO, Global Distribution & Technology. On December 10, 2025, she surrendered 2,032 shares of common stock at $75.88 per share to the company.

The filing explains that these shares were surrendered to cover tax withholding arising from the vesting of her December 10, 2021 grant of time-based restricted stock units, which vested on December 10, 2025. After this tax-related transaction, she directly beneficially owns 65,900 shares of Henry Schein common stock.

Henry Schein Inc. (HSIC) Chairman and CEO Stanley M. Bergman reported two stock gifts of common shares. On November 24, 2025, he gifted 140 shares of Henry Schein common stock, and on November 25, 2025, he gifted another 500 shares, each transaction coded as a "G" (gift) at a reported price of $0.00 per share.

Following these transactions, Bergman directly holds 320,377 shares of Henry Schein common stock. He also has indirect beneficial ownership of 465,961 shares through his spouse’s trusts and entities, and an additional 9,788 equivalent shares through the company’s 401(k) savings plan unitized stock fund, which reflects Henry Schein stock and cash equivalents.

Henry Schein, Inc. executive Michael S. Ettinger, who serves as Executive Vice President & Chief Operating Officer, reported a change in his ownership of Henry Schein common stock on a Form 4. On November 19, 2025, he disposed of 71 shares of common stock in a transaction coded "G," which is identified as a gift with a reported price of $0. After this transaction, he beneficially owned 101,622 shares of Henry Schein common stock directly and an additional 210 equivalent shares indirectly through the Henry Schein, Inc. 401(k) Savings Plan, where his interest is held in a unitized stock fund that combines Henry Schein stock with cash or cash equivalents.

Henry Schein (HSIC) disclosed a Form 4 showing Chairman and CEO Stanley M. Bergman made a gift of 1,030 shares of common stock on November 13, 2025 (transaction code G, price $0).

Following the transaction, Bergman beneficially owned 320,517 shares directly, 465,961 shares indirectly through spouse-related entities, and 9,788 equivalent shares via the Henry Schein 401(k) Savings Plan.

Henry Schein, Inc. filed its Q3 2025 10-Q, reporting steady growth and active portfolio moves. Net sales were $3,339 million versus $3,174 million a year ago, with operating income of $164 million. Net income attributable to Henry Schein was $101 million, and diluted EPS was $0.84 (vs. $0.78).

By segment in the quarter, net sales were $2,835 million in Global Distribution and Value-Added Services, $331 million in Global Specialty Products, and $173 million in Global Technology. For the first nine months, net sales reached $9,747 million and operating income was $490 million.

The balance sheet showed $11,097 million in total assets. Long-term debt rose to $2,153 million and bank credit lines to $913 million. The company completed acquisitions in 2025 with total consideration of $290 million, including $112 million in cash, and recognized gains from remeasuring prior stakes. As of October 27, 2025, shares outstanding were 117,724,807.

Henry Schein, Inc. (HSIC) furnished an update on its business by issuing a press release with financial results for the three and nine months ended September 27, 2025. The press release is attached as Exhibit 99.1 and was provided under Item 2.02.

The information described is furnished to the SEC and is not deemed filed under the Securities Exchange Act of 1934.

Stanley M. Bergman, Chairman and CEO of Henry Schein, reported a gift transaction of Henry Schein common stock on 09/10/2025. The Form 4 shows 550 shares were disposed as a gift (transaction code G). After the reported transaction, Mr. Bergman beneficially owned 321,547 shares directly. He also reported 465,961 shares held indirectly by his spouse and 9,789 equivalent shares through the company 401(k) plan based on the plan's unitized stock fund value as of the same date. The filing was signed by an attorney-in-fact on behalf of Mr. Bergman on 09/11/2025. The Form's footnotes explain the composition of spouse-held trusts and how the 401(k) equivalent shares were calculated using the closing price on 09/10/2025.

Henry Schein, Inc. reported a leadership change involving longtime executive James Breslawski. As previously disclosed, he moved from President to Senior Advisor and member of the Executive Management Committee on April 1, 2025. On September 5, 2025, he transitioned out of this Senior Advisor role and is no longer serving in that position. The company states that, in connection with this transition, Mr. Breslawski will receive payments and benefits provided under Henry Schein’s Executive Severance Plan, which governs how senior executives are compensated when they leave qualifying roles.

This Amendment No. 4 to the Schedule 13D reports that a group of KKR-related entities and individuals beneficially own 17,583,918 shares of Henry Schein, Inc. common stock, representing approximately 14.5% of the company's outstanding common stock based on 121,268,398 shares outstanding as of July 28, 2025. The reported holdings comprise 15,263,662 shares held directly by KKR Hawaii Holdings L.P., 1,931,886 shares KKR Hawaii Aggregator L.P. has the right to acquire under total return swaps (including a disclosed August Swap), and 388,370 shares held by MH Sub I, LLC.

The filing discloses that on August 6, 2025 KKR Hawaii Aggregator L.P. entered an August Swap covering 1,874,538 notional shares at an initial notional price of $66.19 per share. In connection with a Margin Loan Agreement dated August 14, 2025, KKR Hawaii Holdings L.P. borrowed $300,000,000, pledged 15,263,662 shares as collateral, and the loan is expected to mature around August 14, 2028. KKR entities executed joinder and registration-rights agreements related to those holdings. The Schedule 13D remains otherwise unchanged except as amended.