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.
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.
KKR-affiliated parties reported an equity swap covering 1,874,538 shares of Henry Schein Inc. (HSIC). The reporting indicates the swap's notional price was determined at $66.19 per share after an initial hedge period completed on 08/12/2025. The instrument is described as an equity swap (obligation to purchase) with the notional shares exercisable beginning 08/13/2025 and an expiration date of 07/16/2027. Multiple KKR-related entities and individuals are listed as reporting persons and disclaim direct beneficial ownership except for pecuniary interests. The filing is a Form 4 disclosure of a derivative position rather than a direct open-market purchase or sale.
Stanley M. Bergman, Chairman and CEO of Henry Schein, Inc. (HSIC), reported a transaction on 08/13/2025. The filing shows a gift of 1,650 shares (reported as disposition) and lists his beneficial ownership following the transaction as 322,097 shares directly. The form also discloses 465,961 shares indirectly attributable to his spouse and 9,788 equivalent shares held in the company 401(k) unitized stock fund.
The filing was signed by an attorney-in-fact on 08/14/2025 and includes explanations that the indirect holdings arise from family trusts, LLCs, spouse ownership and the 401(k) calculation based on the 08/13/2025 closing price. No derivative transactions or other material changes are reported.
Henry Schein director Daniel William K reported acquiring 10,000 shares of common stock on 08/07/2025 at a price of $67.08. After that reported purchase, the filing shows 10,000 shares beneficially owned indirectly through a trust for which the reporting person and spouse serve as co‑trustees.
The Form 4 also lists a disposition of 2,849 shares; the table does not provide a transaction date or a price for that disposition, so timing and proceeds are not specified in the filing.
KKR and affiliated funds report beneficial ownership of 15,709,380 shares of Henry Schein common stock, equating to approximately 13.0% of the 121,268,398 shares outstanding. The filing discloses derivative transactions: a June total return swap covering 57,348 notional shares at a notional price of $71.07 and an August total return swap with Nomura referencing 1,874,538 shares for which KKR elected physical settlement. KKR states it may acquire additional shares up to a 14.9% equity stake under a Partnership Agreement. The filing also clarifies that referenced swaps do not confer voting or disposition rights until settlement.
Henry Schein (HSIC) Q2 FY25 10-Q key takeaways: Net sales grew 3.3% YoY to $3.24 bn, led by Global Distribution & Value-Added Services (+2.9%), Global Specialty Products (+4.3%) and Global Technology (+7.1%). Gross margin contracted 120 bp to 31.3%, and operating income slipped 5% to $151 m, lowering the operating margin to 4.7%. Net income attributable to HSIC fell 17% to $86 m, driving diluted EPS down to $0.70 (-$0.10 YoY).
First-half view: Revenue rose 1.6% to $6.41 bn; diluted EPS improved 4% to $1.58 on tighter SG&A and a 4% lower share count. Operating cash flow dropped to $157 m (vs $493 m) due to working-capital build. The company repurchased $450 m of stock and issued $250 m of equity tied to the KKR investment/ASR, leaving 121.9 m shares outstanding. Cash increased to $145 m while long-term debt climbed $260 m to $2.09 bn, lifting leverage. Year-to-date restructuring and cyber-incident charges total $48 m but were partly offset by $20 m of insurance recoveries. Management implemented a new three-segment structure and notes upcoming FASB disclosure rules, with no material policy changes this quarter.
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