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Henry Schein (HSIC) director reports bona fide 50-share stock gift

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

Rhea-AI Filing Summary

Henry Schein director Stanley M. Bergman reported a bona fide gift of 50 shares of Henry Schein common stock, transferred without consideration. After this gift, his direct holdings were 253,279 shares. The filing also lists indirect holdings, including 379,991 shares held through his spouse’s trusts and entities, and 9,854 equivalent shares in the company’s 401(k) Savings Plan unitized stock fund.

Positive

  • None.

Negative

  • None.
Insider BERGMAN STANLEY M
Role null
Type Security Shares Price Value
Gift Common Stock, par value $0.01 per share 50 $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 — 253,279 shares (Direct, null); Common Stock, par value $0.01 per share — 379,991 shares (Indirect, By Spouse)
Footnotes (1)
  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.
Gifted shares 50 shares Bona fide gift of common stock on May 21, 2026
Direct holdings after gift 253,279 shares Total common shares held directly following the transaction
Indirect spouse-related holdings 379,991 shares Shares held by Mrs. Bergman and related trusts and LLC
401(k) plan equivalent shares 9,854 equivalent shares Henry Schein, Inc. 401(k) unitized stock fund as of May 19, 2026
bona fide gift financial
"transaction_code_description: "Bona fide gift" for the 50-share transfer"
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
"Reflects the reporting person's interest in equivalent shares held by the unitized stock fund in the Henry Schein, Inc. 401(k) Savings Plan"
Henry Schein, Inc. 401(k) Savings Plan financial
"held by the unitized stock fund in the Henry Schein, Inc. 401(k) Savings Plan (the "Plan")"
equivalent shares financial
"interest in equivalent shares of Henry Schein common stock held by the unitized stock fund"
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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 NEW YORK 11747
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
HENRY SCHEIN INC [ HSIC ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/21/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock, par value $0.01 per share05/21/2026G50D$0.00(1)253,279D
Common Stock, par value $0.01 per share379,991IBy Spouse(2)
Common Stock, par value $0.01 per share9,854IBy 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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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 May 19, 2026.
/s/ Jennifer Ferrero (as attorney-in-fact for Stanley M. Bergman)05/22/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Stanley M. Bergman report at Henry Schein (HSIC)?

Stanley M. Bergman reported a bona fide gift of 50 shares of Henry Schein common stock. The transfer carried a zero dollar per-share value, indicating no sale proceeds and classifying the move as a non-market, charitable or personal transfer rather than an open-market trade.

How many Henry Schein shares does Stanley M. Bergman hold directly after the gift?

Following the 50-share gift, Stanley M. Bergman directly holds 253,279 shares of Henry Schein common stock. This figure comes from the total shares following the transaction in the Form 4, showing his remaining direct ownership stake after the reported bona fide gift.

What indirect Henry Schein (HSIC) holdings are reported for Stanley M. Bergman and his spouse?

The filing shows 379,991 Henry Schein shares held indirectly through Mrs. Bergman and related trusts and an LLC. Footnotes detail holdings in the Bergman Family 2010 Trust #2, shares directly in Mrs. Bergman’s name, and shares in Bergman Family 2010 Trust #2, LLC managed by Mrs. Bergman.

How are Henry Schein shares held for Stanley M. Bergman in the 401(k) Savings Plan?

The filing reports 9,854 equivalent shares of Henry Schein common stock in a unitized stock fund within the Henry Schein, Inc. 401(k) Savings Plan. This fund holds both company stock and cash, and equivalent shares are calculated using the stock’s closing price on May 19, 2026.

Does the Form 4 for Henry Schein (HSIC) show any insider share sales or purchases?

The Form 4 does not show open-market purchases or sales. It records a single bona fide gift of 50 shares and two holding entries reflecting indirect ownership through a spouse and a 401(k) plan, indicating no price-based trading activity in this specific disclosure.