STOCK TITAN

[Form 4] Henry Schein Inc Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

Stanley M. Bergman, Chairman and CEO of Henry Schein, Inc. (HSIC), reported a transaction on 08/13/2025. The filing shows a gift of 1,650 shares (reported as disposition) and lists his beneficial ownership following the transaction as 322,097 shares directly. The form also discloses 465,961 shares indirectly attributable to his spouse and 9,788 equivalent shares held in the company 401(k) unitized stock fund.

The filing was signed by an attorney-in-fact on 08/14/2025 and includes explanations that the indirect holdings arise from family trusts, LLCs, spouse ownership and the 401(k) calculation based on the 08/13/2025 closing price. No derivative transactions or other material changes are reported.

Stanley M. Bergman, Presidente e CEO di Henry Schein, Inc. (HSIC), ha riportato una operazione il 13/08/2025. La comunicazione indica un regalo di 1.650 azioni (segnalato come cessione) e riporta la sua proprietà beneficiaria dopo l’operazione pari a 322.097 azioni in proprietà diretta. Il modulo segnala inoltre 465.961 azioni indirettamente attribuibili al coniuge e 9.788 azioni equivalenti detenute nel fondo azionario unitizzato del piano 401(k).

Il documento è stato firmato da un procuratore il 14/08/2025 e specifica che le partecipazioni indirette derivano da trust familiari, LLC, dalla proprietà del coniuge e che il calcolo del 401(k) si basa sul prezzo di chiusura del 13/08/2025. Non sono segnalate operazioni derivative né altri cambiamenti rilevanti.

Stanley M. Bergman, presidente y director ejecutivo de Henry Schein, Inc. (HSIC), informó una operación el 13/08/2025. La presentación muestra un regalo de 1.650 acciones (registrado como disposición) y declara su propiedad beneficiaria tras la operación como 322.097 acciones en propiedad directa. El formulario también divulga 465.961 acciones indirectas atribuibles a su cónyuge y 9.788 acciones equivalentes mantenidas en el fondo unitizado de acciones del plan 401(k).

La presentación fue firmada por un apoderado el 14/08/2025 e incluye la explicación de que las participaciones indirectas proceden de fideicomisos familiares, LLC, propiedad del cónyuge y que el cálculo del 401(k) se basa en el precio de cierre del 13/08/2025. No se informan transacciones de derivados ni otros cambios materiales.

Henry Schein, Inc. (HSIC)의 회장 겸 CEO인 Stanley M. Bergman이 2025-08-13에 거래를 보고했습니다. 서류에는 1,650주를 증여한 것으로(처분으로 신고) 표시되어 있으며, 해당 거래 후 그의 실질적 소유는 직접 보유 322,097주로 기재되어 있습니다. 서류는 또한 배우자에게 귀속된 간접 보유 465,961주와 회사 401(k) 단위화 주식 펀드에 보관된 9,788주 상당이 있음을 공개합니다.

해당 신고서는 2025-08-14에 대리인이 서명했으며, 간접 보유는 가족 신탁, LLC, 배우자 소유에서 기인하며 401(k) 계산은 2025-08-13 종가를 기준으로 한다고 설명하고 있습니다. 파생상품 거래나 기타 중요한 변경사항은 보고되지 않았습니다.

Stanley M. Bergman, président et PDG de Henry Schein, Inc. (HSIC), a déclaré une transaction le 13/08/2025. Le dépôt indique un don de 1 650 actions (déclaré comme disposition) et mentionne sa participation bénéficiaire après la transaction à 322 097 actions en propriété directe. Le formulaire révèle également 465 961 actions indirectes attribuables à son conjoint et 9 788 actions équivalentes détenues dans le fonds d'actions unitisé du plan 401(k).

Le document a été signé par un mandataire le 14/08/2025 et précise que les participations indirectes proviennent de trusts familiaux, de LLC, de la propriété du conjoint, et que le calcul du 401(k) est basé sur le cours de clôture du 13/08/2025. Aucune transaction sur dérivés ni autre changement significatif n'est signalé.

Stanley M. Bergman, Vorsitzender und CEO von Henry Schein, Inc. (HSIC), meldete eine Transaktion am 13.08.2025. Die Einreichung weist ein Geschenk von 1.650 Aktien (als Veräußerung gemeldet) aus und nennt seinen wirtschaftlichen Besitz nach der Transaktion mit 322.097 Aktien direkt. Das Formular offenbart außerdem 465.961 Aktien indirekt, die seinem Ehepartner zugerechnet werden, und 9.788 entsprechende Anteile, die im unitisierten Aktienfonds des 401(k)-Plans gehalten werden.

Das Formular wurde am 14.08.2025 von einem Bevollmächtigten unterschrieben und erklärt, dass die indirekten Bestände aus Familientrusts, LLCs und dem Eigentum des Ehepartners stammen und die 401(k)-Berechnung auf dem Schlusskurs vom 13.08.2025 basiert. Es werden keine Derivatgeschäfte oder sonstigen wesentlichen Änderungen gemeldet.

Positive
  • Substantial combined beneficial ownership: The filing discloses a total of 797,846 shares attributable to Mr. Bergman when adding direct and disclosed indirect holdings (322,097 + 465,961 + 9,788).
  • Clear attribution of indirect holdings: Indirect shares are specified and explained (family trusts, LLC, spouse, and 401(k) fund), improving transparency.
Negative
  • Minor disposition recorded: A gift of 1,650 shares was reported, reducing direct holdings slightly.

Insights

TL;DR: Routine insider gift; reporting shows substantial combined beneficial ownership but only a small direct disposition.

The Form 4 documents a non-sale disposition coded as a gift of 1,650 Henry Schein shares on 08/13/2025. After the transfer, Mr. Bergman retains 322,097 shares directly and indirectly holds 465,961 shares via his spouse, plus 9,788 equivalent shares in the company 401(k) fund. For investors, this is a small, non-economic transfer relative to total holdings and does not indicate a cash realization event or change in control. The filing contains no derivative activity or additional compensatory transactions.

TL;DR: Governance disclosure is clear; indirect family and trust holdings are properly attributed and explained.

The disclosure itemizes indirect ownership through trusts, an LLC, spouse holdings and the unitized 401(k) fund, with explanatory footnotes describing fiduciary and beneficiary relationships. The gift coding and attorney-in-fact signature comply with reporting mechanics. No departures from typical Section 16 reporting practices are evident in the filing text provided.

Stanley M. Bergman, Presidente e CEO di Henry Schein, Inc. (HSIC), ha riportato una operazione il 13/08/2025. La comunicazione indica un regalo di 1.650 azioni (segnalato come cessione) e riporta la sua proprietà beneficiaria dopo l’operazione pari a 322.097 azioni in proprietà diretta. Il modulo segnala inoltre 465.961 azioni indirettamente attribuibili al coniuge e 9.788 azioni equivalenti detenute nel fondo azionario unitizzato del piano 401(k).

Il documento è stato firmato da un procuratore il 14/08/2025 e specifica che le partecipazioni indirette derivano da trust familiari, LLC, dalla proprietà del coniuge e che il calcolo del 401(k) si basa sul prezzo di chiusura del 13/08/2025. Non sono segnalate operazioni derivative né altri cambiamenti rilevanti.

Stanley M. Bergman, presidente y director ejecutivo de Henry Schein, Inc. (HSIC), informó una operación el 13/08/2025. La presentación muestra un regalo de 1.650 acciones (registrado como disposición) y declara su propiedad beneficiaria tras la operación como 322.097 acciones en propiedad directa. El formulario también divulga 465.961 acciones indirectas atribuibles a su cónyuge y 9.788 acciones equivalentes mantenidas en el fondo unitizado de acciones del plan 401(k).

La presentación fue firmada por un apoderado el 14/08/2025 e incluye la explicación de que las participaciones indirectas proceden de fideicomisos familiares, LLC, propiedad del cónyuge y que el cálculo del 401(k) se basa en el precio de cierre del 13/08/2025. No se informan transacciones de derivados ni otros cambios materiales.

Henry Schein, Inc. (HSIC)의 회장 겸 CEO인 Stanley M. Bergman이 2025-08-13에 거래를 보고했습니다. 서류에는 1,650주를 증여한 것으로(처분으로 신고) 표시되어 있으며, 해당 거래 후 그의 실질적 소유는 직접 보유 322,097주로 기재되어 있습니다. 서류는 또한 배우자에게 귀속된 간접 보유 465,961주와 회사 401(k) 단위화 주식 펀드에 보관된 9,788주 상당이 있음을 공개합니다.

해당 신고서는 2025-08-14에 대리인이 서명했으며, 간접 보유는 가족 신탁, LLC, 배우자 소유에서 기인하며 401(k) 계산은 2025-08-13 종가를 기준으로 한다고 설명하고 있습니다. 파생상품 거래나 기타 중요한 변경사항은 보고되지 않았습니다.

Stanley M. Bergman, président et PDG de Henry Schein, Inc. (HSIC), a déclaré une transaction le 13/08/2025. Le dépôt indique un don de 1 650 actions (déclaré comme disposition) et mentionne sa participation bénéficiaire après la transaction à 322 097 actions en propriété directe. Le formulaire révèle également 465 961 actions indirectes attribuables à son conjoint et 9 788 actions équivalentes détenues dans le fonds d'actions unitisé du plan 401(k).

Le document a été signé par un mandataire le 14/08/2025 et précise que les participations indirectes proviennent de trusts familiaux, de LLC, de la propriété du conjoint, et que le calcul du 401(k) est basé sur le cours de clôture du 13/08/2025. Aucune transaction sur dérivés ni autre changement significatif n'est signalé.

Stanley M. Bergman, Vorsitzender und CEO von Henry Schein, Inc. (HSIC), meldete eine Transaktion am 13.08.2025. Die Einreichung weist ein Geschenk von 1.650 Aktien (als Veräußerung gemeldet) aus und nennt seinen wirtschaftlichen Besitz nach der Transaktion mit 322.097 Aktien direkt. Das Formular offenbart außerdem 465.961 Aktien indirekt, die seinem Ehepartner zugerechnet werden, und 9.788 entsprechende Anteile, die im unitisierten Aktienfonds des 401(k)-Plans gehalten werden.

Das Formular wurde am 14.08.2025 von einem Bevollmächtigten unterschrieben und erklärt, dass die indirekten Bestände aus Familientrusts, LLCs und dem Eigentum des Ehepartners stammen und die 401(k)-Berechnung auf dem Schlusskurs vom 13.08.2025 basiert. Es werden keine Derivatgeschäfte oder sonstigen wesentlichen Änderungen gemeldet.

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)
08/13/2025
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 shre 08/13/2025 G 1,650 D $0(1) 322,097 D
Common Stock, par value $0.01 per share 465,961 I By Spouse(2)
Common Stock, par value $0.01 per share 9,788 I By 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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Gift, not applicable.
2. Represents (i) 112,672 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; (iii) 329,410 shares held by the Bergman Family 2010 Trust #2, LLC, of which Mrs. Bergman is a manager; and (iv) 23,858 shares held by the SBMB GST Trusts Partners 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 August 13, 2025.
/s/ Jennifer Ferrero (as attorney-in-fact for Stanley M. Bergman) 08/14/2025
** 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 transaction did Stanley M. Bergman report on Form 4 for HSIC?

The Form 4 reports a gift (disposition) of 1,650 shares of Henry Schein common stock on 08/13/2025.

How many Henry Schein shares does Mr. Bergman beneficially own after the reported transaction?

Following the transaction, the filing shows 322,097 shares directly, 465,961 shares indirectly via spouse, and 9,788 equivalent shares in the 401(k) fund.

Why are some shares reported as indirect holdings in the Form 4?

The form explains indirect holdings arise from family trusts and LLCs where Mrs. Bergman has trustee/manager roles and from the unitized stock fund in the Henry Schein 401(k) Savings Plan.

Was any derivative or option activity reported in this Form 4?

No derivative securities, options, or other derivative transactions are reported in the provided Form 4 content.

Who signed the Form 4 filing for Stanley M. Bergman?

The form was signed by Jennifer Ferrero as attorney-in-fact for Stanley M. Bergman on 08/14/2025.
Henry Schein

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