Henry Schein (HSIC) director Stanley Bergman gifts 1,040 shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Henry Schein director Stanley M. Bergman reported a routine insider update. On May 19, 2026, he made a bona fide gift of 1,040 shares of Henry Schein common stock at no consideration, a non-market transaction coded as a gift.
After the gift, Bergman directly holds 253,329 shares of common stock. He also has indirect interests, including 9,854 equivalent shares held through the Henry Schein 401(k) Savings Plan’s unitized stock fund and 379,991 shares attributed to his spouse and related trust and LLC entities.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,040 shares gifted
Mixed
3 txns
Insider
BERGMAN STANLEY M
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock, par value $0.01 per share | 1,040 | $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 — 253,329 shares (Direct, null);
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 May 19, 2026.
Key Figures
Gifted shares: 1,040 shares
Gift price: $0.0000 per share
Direct holdings after gift: 253,329 shares
+3 more
6 metrics
Gifted shares
1,040 shares
Bona fide gift of common stock on May 19, 2026
Gift price
$0.0000 per share
Reported consideration for the 1,040-share gift
Direct holdings after gift
253,329 shares
Common stock held directly following the transaction
Spouse and related entities holdings
379,991 shares
Indirect holdings via spouse, trust and LLC
401(k) plan equivalent shares
9,854 shares
Equivalent shares in Henry Schein 401(k) Savings Plan unitized stock fund
Gift transactions
1 transaction, 1,040 shares
Summary of bona fide gift entries in Form 4
Key Terms
bona fide gift, unitized stock fund, equivalent shares, 401(k) Savings Plan, +1 more
5 terms
bona fide gift financial
"Transaction code G is described as a bona fide gift with no consideration."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
unitized stock fund financial
"Equivalent shares are held in a unitized stock fund within the Henry Schein 401(k) Savings Plan."
401(k) Savings Plan financial
"Holdings include interests in the Henry Schein, Inc. 401(k) Savings Plan."
A 401(k) savings plan is an employer-sponsored retirement account that lets employees set aside a portion of their paycheck on a tax-advantaged basis, often with employer matching contributions that act like free additional savings. It matters to investors because matching, tax-deferred growth and investment choices can significantly boost long-term wealth—while plan rules or heavy concentration in a single company’s stock can increase an employee’s financial exposure to that company.
indirect ownership financial
"Some positions are reported as indirect ownership through spouse and related entities."