STOCK TITAN

Henry Schein (NASDAQ: HSIC) CEO Bergman reports stock sales and share disposals

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Henry Schein Inc. director and Chairman/CEO Stanley M. Bergman reported several stock transactions involving Henry Schein common shares. On March 2, 2026, entities associated with his spouse sold a total of 43,812 shares in open-market transactions at a weighted average price of about $81.31 per share. On February 27, 2026, he disposed of 48,531 shares directly back to the company and surrendered 7,349 shares to cover tax withholding upon vesting of a prior performance-based restricted stock/units grant, and he also reported 9,832 equivalent shares held through the company’s 401(k) plan.

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
X Officer (give title below) Other (specify below)
Chairman, CEO
3. Date of Earliest Transaction (Month/Day/Year)
02/27/2026
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 02/27/2026 D 48,531 D $0.00 260,561 D
Common Stock, par value $0.01 per share 02/27/2026 F 7,349(1) D $82.39 253,212 D
Common Stock, par value $0.01 per share 03/02/2026 S 23,858 D $81.31(2) 403,757 I By Spouse(3)
Common Stock, par value $0.01 per share 03/02/2026 S 19,954 D $81.31(2) 383,803 I By Spouse(4)
Common Stock, par value $0.01 per share 9,832 I By 401(k) Plan(5)
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. 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 1, 2023 grant of performance-based restricted stock/units. (Actual vesting date of March 1, 2026 was a non-business day so vesting occurred on the preceding business day.)
2. The price reflects a weighted average of sales made at prices ranging from $81.28 to $81.38 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction.
3. Represents (i) 74,326 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) 329,410 shares held by the Bergman Family 2010 Trust #2, LLC, of which Mrs. Bergman is a manager.
4. Represents (i) 74,326 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.
5. 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 February 27, 2026.
Remarks:
The Reporting Person retired as Chief Executive Officer effective March 1, 2026, but remains Chairman of the Board of Directors.
/s/ Jennifer Ferrero (as attorney-in-fact for Stanley M. Bergman) 03/03/2026
** 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 Chairman and CEO Stanley Bergman report?

Stanley Bergman reported spouse-related entities selling 43,812 Henry Schein shares, a direct disposition of 48,531 shares back to the company, and a 7,349-share surrender to cover tax withholding on vested performance-based restricted stock/units.

At what price were the Henry Schein (HSIC) shares sold in the recent insider transactions?

The open-market sales were executed at a weighted average price of about $81.31 per share, based on trades between $81.28 and $81.38. The reporting person offered to provide full breakdowns of shares sold at each separate price.

Who actually sold the Henry Schein (HSIC) shares linked to Stanley Bergman?

The sales are attributed to entities associated with Mrs. Bergman, including the Bergman Family 2010 Trust #2 and the related LLC, as well as shares held directly by Mrs. Bergman, rather than solely to Stanley Bergman personally.

Why were 7,349 Henry Schein (HSIC) shares surrendered in the Form 4 filing?

The 7,349 shares were surrendered to Henry Schein to satisfy tax withholding obligations arising from the vesting of a March 1, 2023 grant of performance-based restricted stock/units that vested on the preceding business day before March 1, 2026.

What does the 48,531-share disposition in the HSIC Form 4 represent?

The 48,531-share transaction is a disposition to the issuer recorded at a price of $0.00 per share. It reflects shares transferred back to Henry Schein, classified in the filing as a transaction with the issuer rather than an open-market sale.

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

The filing lists 9,832 equivalent shares of Henry Schein common stock attributed to Stanley Bergman through the unitized stock fund in the company’s 401(k) Savings Plan, calculated using the closing stock price on February 27, 2026.
Henry Schein, Inc.

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