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Henry Schein (HSIC) director Bergman reports bona fide gift of 970 shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
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.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
BERGMAN STANLEY M

(Last) (First) (Middle)
C/O HENRY SCHEIN, INC.
135 DURYEA ROAD

(Street)
MELVILLE NY 11747

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
HENRY SCHEIN INC [ HSIC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
03/12/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock, par value $0.01 per share 03/12/2026 G 970 D $0.00(1) 254,819 D
Common Stock, par value $0.01 per share 379,991 I By Spouse(2)
Common Stock, par value $0.01 per share 9,833 I By 401(k) Plan(3)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Gift, not applicable.
2. 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.
3. 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.
/s/ Jennifer Ferrero (as attorney-in-fact for Stanley M. Bergman) 03/16/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

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.

How many Henry Schein (HSIC) shares does Stanley M. Bergman hold directly after this Form 4?

After the reported gift, Stanley M. Bergman holds 254,819 Henry Schein common shares directly. This figure reflects his remaining personal stake, excluding additional indirect holdings via his spouse’s trusts, LLC interests, and his balance in the company’s 401(k) savings plan.

What indirect Henry Schein (HSIC) holdings related to Stanley M. Bergman are disclosed?

The filing shows 379,991 shares held indirectly through his spouse via a family trust, her personal holdings, and a family LLC, plus 9,833 equivalent shares credited to his account in Henry Schein’s 401(k) savings plan unitized stock fund.

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.
Henry Schein, Inc.

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8.39B
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Medical Distribution
Wholesale-medical, Dental & Hospital Equipment & Supplies
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United States
MELVILLE