Henry Schein (NASDAQ: HSIC) SVP files Form 3 on share and option holdings
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
Henry Schein Inc. SVP & General Counsel Kelly Ann Murphy filed an initial Form 3 reporting her equity position in the company. She holds 34,812 shares of common stock directly, including 7,378 shares plus restricted stock units under the 2024 Stock Incentive Plan. These RSUs include 12,205 performance-based units and 15,229 time-based units, each subject to continued service and, for the performance awards, achievement of a specified performance goal. She also holds stock options to buy 2,979 shares at $86.27, 9,274 shares at $76.76, and 1,479 shares at $62.71, with expirations in 2031 and 2032.
Positive
- None.
Negative
- None.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
Murphy Kelly Ann
Role
SVP & General Counsel
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Common Stock, par value $0.01 per share | -- | -- | -- |
Holdings After Transaction:
Stock Option (Right to Buy) — 1,479 shares (Direct, null);
Common Stock, par value $0.01 per share — 34,812 shares (Direct, null)
Footnotes (1)
- Includes 7,378 shares of Issuer's common stock held by reporting person. Also includes restricted stock units (RSU) pursuant to the Issuer's 2024 Stock Incentive Plan (formerly known as the 2020 Stock Incentive Plan). 12,205 will vest subject to (x) Issuer's achievement of a specified performance goal and (y) reporting person's continued perf. of services for the Issuer. 15,229 will vest subject to (x) passage of a specified period of time and (y) reporting person's continued perf. of services for the Issuer. With respect to the performance-based RSU, if the continued service requirement is satisfied and achievement of the perf. goal (x) exceeds 100% of target, the Issuer may issue additional vested shares of common stock in an amount that corresponds to the incremental percentage of the perf. goal achieved in excess of 100% of target or (y) is less than 100% of target, the reporting person will surrender to the Issuer shares of common stock in an amount that corresponds to the incremental percentage of the perf. goal achieved that is below 100% of target. Acquired pursuant to the Issuer's 2020 Stock Incentive Plan. The options vested in three equal installments on each of the first, second and third anniversary of the grant date.
Key Figures
Total common stock held: 34,812 shares
Outright common shares: 7,378 shares
Performance-based RSUs: 12,205 units
+4 more
7 metrics
Total common stock held
34,812 shares
Direct ownership reported on Form 3
Outright common shares
7,378 shares
Common stock held directly by reporting person
Performance-based RSUs
12,205 units
RSUs vesting on performance and continued service
Time-based RSUs
15,229 units
RSUs vesting over time with continued service
Option at $86.27
2,979 shares
Stock option, exercise price $86.27, expiring 2032-03-16
Option at $76.76
9,274 shares
Stock option, exercise price $76.76, expiring 2031-09-10
Option at $62.71
1,479 shares
Stock option, exercise price $62.71, expiring 2031-03-03
Key Terms
Form 3, restricted stock units (RSU), Stock Option (Right to Buy), performance-based RSU, +1 more
5 terms
Form 3 regulatory
"filed an initial Form 3 reporting her equity position in the company"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
restricted stock units (RSU) financial
"Also includes restricted stock units (RSU) pursuant to the Issuer's 2024 Stock Incentive Plan"
Stock Option (Right to Buy) financial
"security_title": "Stock Option (Right to Buy)""
performance-based RSU financial
"With respect to the performance-based RSU, if the continued service requirement is satisfied"
Performance-based RSUs are promises to deliver company stock to employees only if the firm or the individual meets preset financial or operational targets; they convert into actual shares when those goals are achieved. For investors, they matter because they link pay to results—shaping management incentives, affecting future share count and earnings reports, and signaling how confident leadership is about hitting measurable milestones (think of a bonus that only pays out if sales or profit goals are reached).
2024 Stock Incentive Plan financial
"RSU pursuant to the Issuer's 2024 Stock Incentive Plan (formerly known as the 2020 Stock Incentive Plan)"
FAQ
What does Kelly Ann Murphy report owning in Henry Schein (HSIC) on this Form 3?
Kelly Ann Murphy reports direct ownership of 34,812 shares of Henry Schein common stock, combining outright shares and restricted stock units, plus multiple stock option grants giving her the right to purchase additional shares at preset exercise prices through 2031 and 2032.
What restricted stock units does Kelly Ann Murphy hold in Henry Schein (HSIC)?
She holds RSUs under the 2024 Stock Incentive Plan, including 12,205 performance-based units and 15,229 time-based units. These vest based on continued service, and for performance units, achievement relative to a specified performance goal can increase or reduce vested shares.
What stock options are reported for Kelly Ann Murphy in Henry Schein (HSIC)?
She holds options labeled “Stock Option (Right to Buy)” for 2,979 shares at $86.27, 9,274 shares at $76.76, and 1,479 shares at $62.71 per share. These options, acquired under stock incentive plans, expire in 2031 and 2032.
What is the significance of this Henry Schein (HSIC) Form 3 for investors?
This Form 3 establishes the initial reported equity holdings of a key executive, Kelly Ann Murphy, in Henry Schein. It details her common shares, restricted stock units, and stock options, giving investors transparency into her equity-based alignment with the company’s long-term performance.