Henry Schein (HSIC) director Bergman reports bona fide gift of 970 shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Henry Schein Inc. director Stanley M. Bergman reported a bona fide gift of 970 shares of common stock. The transfer carried no sale price, reflecting a charitable or personal gift rather than a market transaction. After the gift, he holds 254,819 shares directly.
He also reports indirect beneficial interests, including 379,991 shares held by or for his spouse through trusts and an LLC, and 9,833 equivalent shares through the company’s 401(k) savings plan. Overall, the filing shows a routine gifting transaction alongside substantial remaining ownership in Henry Schein.
Positive
- None.
Negative
- None.
Insider Trade Summary
970 shares gifted
Mixed
3 txns
Insider
BERGMAN STANLEY M
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock, par value $0.01 per share | 970 | $0.00 | -- |
| holding | Common Stock, par value $0.01 per share | -- | -- | -- |
| holding | Common Stock, par value $0.01 per share | -- | -- | -- |
Holdings After Transaction:
Common Stock, par value $0.01 per share — 254,819 shares (Direct);
Common Stock, par value $0.01 per share — 379,991 shares (Indirect, By Spouse)
Footnotes (1)
- Gift, not applicable. Represents (i) 70,514 shares held by the Bergman Family 2010 Trust #2, of which Mrs. Bergman, Stanley M. Bergman's wife, is a co-trustee and a beneficiary; (ii) 21 shares held by Mrs.Bergman; and (iii) 309,456 shares held by the Bergman Family 2010 Trust #2, LLC, of which Mrs. Bergman is a manager. Reflects the reporting person's interest in equivalent shares of Henry Schein common stock held by the unitized stock fund in the Henry Schein, Inc. 401(k) Savings Plan (the "Plan"). The unitized stock fund consists of Henry Schein common stock and cash or cash equivalents. The number of shares attributed to the reporting person as a participant in the Plan and expressed as equivalent shares has been calculated based on the closing price of Henry Schein common stock on March 12, 2026.
FAQ
What insider transaction did Stanley M. Bergman report at Henry Schein (HSIC)?
Stanley M. Bergman reported a bona fide gift of 970 Henry Schein common shares. The gift carried no sale price, indicating a non-market transfer, while he continues to hold significant direct and indirect ownership stakes in the company’s stock.
Was the Henry Schein (HSIC) Form 4 transaction a market sale or purchase?
The Form 4 reports a bona fide gift of 970 Henry Schein shares, not a market sale or purchase. No price was received per share, so the transaction reflects a non-cash transfer rather than trading activity in the open market.
Does the reported gift significantly reduce Stanley M. Bergman’s Henry Schein (HSIC) stake?
The reported gift of 970 shares is small relative to his 254,819 directly held shares and additional indirect interests. The filing indicates he maintains a substantial overall ownership position in Henry Schein stock following this routine gifting transaction.