Henry Schein director reports 970-share stock gift
Henry Schein Inc. director Stanley M. Bergman reported a bona fide gift of 970 shares of common stock.
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
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock, par value $0.01 per share | 970 | $0.00 | $0.00 |
| holding | Common Stock, par value $0.01 per share | -- | -- | -- |
| holding | Common Stock, par value $0.01 per share | -- | -- | -- |
Footnotes (3)
- F1. Gift, not applicable.
- F2. 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.
- F3. 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
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What insider transaction did Stanley M. Bergman report at Henry Schein (HSIC)?
Was the Henry Schein (HSIC) Form 4 transaction a market sale or purchase?
Does the reported gift significantly reduce Stanley M. Bergman’s Henry Schein (HSIC) stake?
AI-generated analysis. How Rhea-AI works. Not financial advice.