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Henry Schein (HSIC) director logs share gift and tax-related surrender

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
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.
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)
03/16/2026
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 03/16/2026 G 400 D $0.00(1) 254,419 D
Common Stock, par value $0.01 per share 03/16/2026 F 50(2) D $74.61 254,369 D
Common Stock, par value $0.01 per share 379,991 I By Spouse(3)
Common Stock, par value $0.01 per share 9,854 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. Gift, not applicable.
2. 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.
3. 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.
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 16, 2026.
/s/ Jennifer Ferrero (as attorney-in-fact for Stanley M. Bergman) 03/17/2026
** 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 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.

How many Henry Schein (HSIC) shares did Stanley M. Bergman gift?

He gifted 400 shares of Henry Schein common stock as a bona fide gift for no consideration. This transfer did not involve an open-market sale and reflects a personal share transfer rather than a trading decision in the public market.

Why were 50 Henry Schein (HSIC) shares surrendered by Stanley M. Bergman?

Bergman surrendered 50 shares to Henry Schein at $74.61 per share to satisfy his tax withholding obligation. The obligation arose when his March 16, 2022 grant of time-based restricted stock units vested, making this a tax-related share disposition, not a traditional stock sale.

What is Stanley M. Bergman’s direct Henry Schein (HSIC) share ownership after these transactions?

Following the gift and tax-related share surrender, Bergman directly owns 254,369 shares of Henry Schein common stock. This figure reflects his remaining direct holdings after both non-market dispositions reported in the Form 4 filing dated March 16, 2026.

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.

How many Henry Schein (HSIC) equivalent shares does Stanley M. Bergman hold through the 401(k) plan?

Bergman has an interest equivalent to 9,854 Henry Schein shares through the unitized stock fund in the company’s 401(k) Savings Plan. This equivalent share count is calculated using the closing price of Henry Schein common stock on March 16, 2026, as disclosed.
Henry Schein, Inc.

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