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Henry Schein (HSIC) director awarded stock units and updates trust holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

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.

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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)
03/06/2026
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 03/06/2026 J 3,812(1) D $0.00 379,991 I By Spouse(2)
Common Stock, par value $0.01 per share 03/06/2026 A 2,577(3) A $0.0 255,789 D
Common Stock, par value $0.01 per share 9,833 I By 401(k) Plan(4)
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. The transfer of shares in this transaction represents the decanting of the shares by the Bergman Family Trust #2 to a related trust.
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. 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.
4. 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.
/s/ Jennifer Ferrero (as attorney-in-fact for Stanley M. Bergman) 03/09/2026
** 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 transactions did HSIC director Stanley M. Bergman report?

Stanley M. Bergman reported a trust-to-trust transfer of 3,812 Henry Schein shares held through his spouse’s family trust structure, a grant of 2,577 restricted stock units under the 2023 Non-Employee Director Stock Incentive Plan, and updated 401(k) plan equivalent share holdings.

How many Henry Schein shares does Stanley M. Bergman now hold directly and indirectly?

After these transactions, Bergman directly holds 255,789 Henry Schein common shares. Indirectly, through his spouse’s trusts, LLC and other arrangements, he is reported with 379,991 shares plus an additional 9,833 equivalent shares via the Henry Schein 401(k) Savings Plan’s unitized stock fund.

What is the nature of the 3,812-share transfer reported for HSIC?

The 3,812-share transfer reflects decanting of Henry Schein shares from the Bergman Family Trust #2 to a related trust. This is characterized as an “other” type transaction, moving shares within related family trust structures rather than an open-market purchase or sale of stock.

What are the terms of the 2,577 restricted stock units granted to HSIC director Bergman?

Bergman acquired 2,577 restricted stock units under Henry Schein’s 2023 Non-Employee Director Stock Incentive Plan. These units are subject to 12‑month cliff vesting and generally require his continued performance of services for Henry Schein before they vest and convert into shares.

How are Stanley M. Bergman’s indirect HSIC holdings structured through his spouse?

Indirect holdings include 70,514 shares in the Bergman Family 2010 Trust #2, 21 shares held by Mrs. Bergman personally, and 309,456 shares in Bergman Family 2010 Trust #2, LLC, where she is a manager. Together, these spouse-related entities account for most reported indirect ownership.

What does the 9,833 equivalent Henry Schein shares in the 401(k) plan represent?

The 9,833 equivalent shares reflect Bergman’s interest in Henry Schein common stock within the company’s 401(k) Savings Plan unitized stock fund. This fund holds both Henry Schein shares and cash, and the equivalent share figure is based on the stock’s closing price on March 6, 2026.
Henry Schein, Inc.

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