Henry Schein (HSIC) director logs share gift and tax-related surrender
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Henry Schein Inc. director Stanley M. Bergman reported two non-market dispositions of common stock. He made a bona fide gift of 400 shares of Henry Schein common stock and surrendered 50 shares at $74.61 per share to the company to satisfy tax withholding tied to the vesting of his March 16, 2022 time-based restricted stock unit grant.
After these transactions, Bergman directly owns 254,369 shares of Henry Schein common stock. He also has indirect interests in 379,991 shares held through his spouse and related family entities, and an interest equivalent to 9,854 shares through the Henry Schein 401(k) Savings Plan as of March 16, 2026.
Positive
- None.
Negative
- None.
Insider Trade Summary
400 shares gifted
Mixed
4 txns
Insider
BERGMAN STANLEY M
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock, par value $0.01 per share | 400 | $0.00 | -- |
| Tax Withholding | Common Stock, par value $0.01 per share | 50 | $74.61 | $4K |
| 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 — 254,419 shares (Direct);
Common Stock, par value $0.01 per share — 379,991 shares (Indirect, By Spouse)
Footnotes (1)
- Gift, not applicable. Represents the surrender of shares to the Issuer to satisfy the reporting person's tax withholding obligation upon the vesting of the reporting person's March 16, 2022 grant of time-based restricted stock units. 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 March 16, 2026.
FAQ
What insider transactions did Stanley M. Bergman report for Henry Schein (HSIC)?
Stanley M. Bergman reported two non-market dispositions of Henry Schein common stock: a bona fide gift of 400 shares and the surrender of 50 shares to the company to cover tax withholding obligations related to a prior restricted stock unit grant vesting.
What indirect Henry Schein (HSIC) holdings are associated with Stanley M. Bergman and his spouse?
Indirect holdings total 379,991 shares and include 70,514 shares in the Bergman Family 2010 Trust #2, 21 shares held by Mrs. Bergman, and 309,456 shares in Bergman Family 2010 Trust #2, LLC, where Mrs. Bergman serves as a manager and co-trustee or beneficiary.