Henry Schein Insider Filing: Bergman Reports Gift, Substantial Family Holdings
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.
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.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock par value $0.01 per shre | 1,650 | $0.00 | -- |
| holding | Common Stock, par value $0.01 per share | -- | -- | -- |
| holding | Common Stock, par value $0.01 per share | -- | -- | -- |
Footnotes (1)
- Gift, not applicable. 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. 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.
