Henry Schein (HSIC) director awarded stock units and updates trust holdings
Rhea-AI Filing Summary
BERGMAN STANLEY M reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein Inc. director Stanley M. Bergman reported several stock-related updates involving company common stock. An indirect transaction moved 3,812 shares held via the Bergman Family Trust #2 to a related trust associated with his spouse. Following this, those indirect holdings totaled 379,991 shares held through spouse-related trusts and an LLC.
Bergman also received an award of 2,577 restricted stock units under Henry Schein’s 2023 Non-Employee Director Stock Incentive Plan. These units generally vest after 12 months, conditioned on continued service, bringing his directly held shares to 255,789. The filing further updates his indirect interest in 9,833 equivalent shares held through the Henry Schein 401(k) Savings Plan’s unitized stock fund.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock, par value $0.01 per share | 3,812 | $0.00 | -- |
| Grant/Award | Common Stock, par value $0.01 per share | 2,577 | $0.00 | -- |
| holding | Common Stock, par value $0.01 per share | -- | -- | -- |
Footnotes (1)
- The transfer of shares in this transaction represents the decanting of the shares by the Bergman Family Trust #2 to a related trust. 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. Acquired pursuant to the Issuer's 2023 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock units will vest subject to (i) the passage of a specified period of time (12-months cliff vesting) and (ii) the reporting person's continued performance of services for the Issuer. 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 6, 2026.