Welcome to our dedicated page for Henry Schein SEC filings (Ticker: HSIC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tracking Henry Schein’s shifting mix of dental supplies, medical devices, and animal-health vaccines means wading through hundreds of pages of disclosures. Each 10-K bundles segment margins, inventory risk, supplier contracts, and acquisition impacts—details critical if you’re comparing profit drivers across practices. Investors often ask, “Where can I find Henry Schein’s quarterly earnings report 10-Q filing?” or “How do I monitor Henry Schein insider trading Form 4 transactions?” We start by acknowledging that complexity.
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That means fewer late nights skimming footnotes and more time acting on findings. Use the dashboard to: compare historical cash-flow swings, track Henry Schein executive stock transactions Form 4 against stock performance, or export Henry Schein annual report 10-K simplified summaries for your model. Understanding Henry Schein SEC documents with AI turns filings into actionable context: how private-label margins outweigh branded products, why dental equipment upgrades affect capex, and which acquisitions expand the veterinary line. Visit our dedicated hub for Henry Schein SEC filings explained simply, where insider trades, earnings report filing analysis, and compliance updates arrive automatically.
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.
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.
KKR-related entities reported an initial Form 3 showing indirect ownership of Henry Schein Inc. (HSIC). The filing discloses that KKR Hawaii Holdings L.P. holds 15,263,662 shares of Common Stock acquired on August 14, 2025 in a transfer from KKR Hawaii Aggregator L.P. The filing explains the chain of ownership through multiple KKR affiliates and states that the transfer is a nonreportable change in form of beneficial ownership for certain related entities that previously reported on May 16, 2025. Each reporting person disclaims beneficial ownership except to the extent of any pecuniary interest.
KKR-related entities reported an equity-swap position covering 1,874,538 shares of Henry Schein Inc (HSIC). The swap was entered into August 6, 2025, the initial hedge period completed August 12, 2025, and set a notional price of $66.19 per share. Under the total return swap, the counterparty is obligated to deliver 1,874,538 shares to KKR Hawaii Aggregator L.P., which would directly hold the shares upon settlement. The filing discloses the chain of ownership linking the reporting partnership through multiple KKR entities and includes standard disclaimers that the filers disclaim beneficial ownership except for pecuniary interests.
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