Every Form 4 that Henry Schein Inc (HSIC) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow HSIC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HSIC filings page.
HENRY SCHEIN INC (HSIC) executive Andrea Albertini, CEO, Global Distribution & Technology, reported two share dispositions on September 8, 2026. Albertini surrendered 603 shares of common stock valued at $88.86 per share to Henry Schein to satisfy tax withholding tied to the vesting of a September 8, 2023 grant of performance-based restricted stock units, and separately disposed of 3,984 shares directly back to the company for no stated consideration. No transactions were reported under a Rule 10b5-1 trading plan.
DANIEL WILLIAM K reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein Inc. director William K. Daniel reported equity compensation and updated holdings. He received a grant of 2,215 shares of common stock at $0.00 per share under the company’s 2023 Non-Employee Director Stock Incentive Plan.
The footnote explains these restricted stock units vest after a 12‑month cliff period, subject to his continued service. Following the grant, Daniel directly holds 7,641 shares. Separately, 20,000 shares are held indirectly in a trust where he and his spouse serve as co‑trustees.
HENRY SCHEIN INC former director Stanley M. Bergman filed an amended insider report to correct the date of a previously reported stock gift. The filing confirms a bona fide gift of 50 shares of common stock, now shown as completed on May 26, 2026 instead of May 21.
After this non-cash transfer, Bergman directly holds 253,279 shares of Henry Schein common stock. The amendment does not change the nature or size of the transaction, only the confirmed processing date, and notes that he ceased to be a director subject to Section 16 immediately following the May 21 stockholder meeting.
Henry Schein director Stanley M. Bergman reported a bona fide gift of 50 shares of Henry Schein common stock, transferred without consideration. After this gift, his direct holdings were 253,279 shares. The filing also lists indirect holdings, including 379,991 shares held through his spouse’s trusts and entities, and 9,854 equivalent shares in the company’s 401(k) Savings Plan unitized stock fund.
Henry Schein director Stanley M. Bergman reported a routine insider update. On May 19, 2026, he made a bona fide gift of 1,040 shares of Henry Schein common stock at no consideration, a non-market transaction coded as a gift.
After the gift, Bergman directly holds 253,329 shares of common stock. He also has indirect interests, including 9,854 equivalent shares held through the Henry Schein 401(k) Savings Plan’s unitized stock fund and 379,991 shares attributed to his spouse and related trust and LLC entities.
Henry Schein Inc. director William K. Daniel reported an open-market purchase of 10,000 shares of common stock at $69.19 per share. The shares are held indirectly in a trust where he and his spouse serve as co-trustees, bringing that indirect position to 20,000 shares. A separate line shows 5,426 shares held directly after the reported date, highlighting both personal and trust-based ownership.
Henry Schein Inc. executive Thomas C. Popeck reported an open-market sale of 1,355 shares of common stock at $72.79 per share. The transaction involved common stock with a par value of $0.01 per share and was held in his direct ownership.
After this sale, Popeck directly holds 86,182 shares of Henry Schein Inc. common stock. This filing reflects a relatively small disposition compared with his remaining stake and does not involve any derivative securities or reported option exercises.
Henry Schein Inc. Senior Vice President & Chief Financial Officer Ronald N. South reported a tax-related share disposition. On March 16, 2026, 5,216 shares of common stock were surrendered at $74.61 per share to the company to satisfy tax withholding obligations upon vesting of his March 16, 2022 time-based restricted stock units. Following this withholding transaction, he directly holds 88,930 shares of Henry Schein common stock.
Henry Schein Inc. senior vice president and chief human resources officer Christine Zayac Sheehy reported a routine tax-related share disposition. On the vesting of her March 16, 2022 grant of time-based restricted stock units, she surrendered 463 shares of common stock to the company to satisfy tax withholding obligations. After this tax-withholding transaction, she directly holds 18,454 shares of Henry Schein common stock.
Henry Schein Inc. executive Thomas C. Popeck, CEO of Henry Schein Products, reported a small tax-related share disposition. On the vesting of his March 16, 2022 time-based restricted stock units, he surrendered 587 shares of common stock to the company to cover tax withholding at $74.61 per share. After this non-market transaction, he directly holds 87,537 shares of Henry Schein common stock.
Henry Schein Inc. executive Mark E. Mlotek, EVP and Chief Strategic Officer, surrendered 5,928 shares of common stock at $74.61 per share to the company to cover his tax withholding obligation tied to the vesting of time-based restricted stock units granted on March 16, 2022.
After this tax-withholding disposition, he holds 98,372 shares directly, plus 7,416 shares indirectly as trustee of family trusts and 4,086 shares indirectly through the Henry Schein 401(k) Savings Plan.
Henry Schein EVP & Chief Operating Officer Michael S. Ettinger reported non-market share dispositions in Henry Schein Inc. common stock. On March 16, 2026 and March 17, 2026, he made bona fide gifts totaling 2,300 shares, with no sale proceeds.
Also on March 16, 2026, 4,214 shares were surrendered to the company to satisfy tax withholding tied to the vesting of a March 16, 2022 time-based restricted stock unit grant. After these transactions, he holds 112,208 shares directly and 210 equivalent shares through the company 401(k) plan’s unitized stock fund.
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.
Henry Schein Inc. executive Andrea Albertini reported a routine tax-withholding share disposition. On March 16, 1,401 shares of common stock were surrendered to the company to cover tax obligations tied to the vesting of a March 16, 2022 time-based restricted stock unit grant.
These shares were delivered to the issuer rather than sold in the open market. After this transaction, Albertini directly holds 120,691 shares of Henry Schein common stock.
Henry Schein Inc. director Stanley M. Bergman reported a bona fide gift of 970 shares of common stock. The transfer carried no sale price, reflecting a charitable or personal gift rather than a market transaction. After the gift, he holds 254,819 shares directly.
He also reports indirect beneficial interests, including 379,991 shares held by or for his spouse through trusts and an LLC, and 9,833 equivalent shares through the company’s 401(k) savings plan. Overall, the filing shows a routine gifting transaction alongside substantial remaining ownership in Henry Schein.
Henry Schein Inc. director Kurt P. Kuehn reported an open-market sale of 2,844 shares of common stock. The sale took place on March 10, 2026 at a price of $78.961 per share. After this transaction, he directly holds 15,420 shares of Henry Schein common stock. This filing reflects a single open-market sale with the director retaining a meaningful remaining equity position.
HENRY SCHEIN INC (HSIC) received a new derivative disclosure from KKR-affiliated holders involving an equity swap tied to 918,723 shares of Common Stock. This Form 4 shows that KKR Hawaii Aggregator L.P. entered a total return swap where a third-party counterparty is obligated to deliver up to 918,723 shares at a notional price of $80.55 per share after the initial hedge period ended on March 6, 2026. The position is reported as an "Equity Swap (obligation to purchase)" and classified as an "other" derivative transaction, with no open-market buy or sell reported. Upon settlement, any acquired shares would be directly held by KKR Hawaii Aggregator L.P., with several upstream KKR entities listed as indirect reporting persons, all of whom disclaim beneficial ownership except to the extent of their pecuniary interest.
South Ronald N. reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein Inc. reported that its SVP & Chief Financial Officer, Ronald N. South, received a grant of 20,296 shares of common stock in the form of restricted stock units under the 2024 Stock Incentive Plan on March 6, 2026.
According to the terms, 50% of the units are performance stock units that vest on the third anniversary of the grant date if specified performance goals are met, with payouts ranging from 0% to 200%. The remaining 50% are time-based restricted stock units that vest in equal installments on each of the first four anniversaries of the grant date, subject to continued service. Following this award, South directly holds 94,146 shares.
Sheehy Christine Zayac reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein Inc. reported that SVP and Chief Human Resources Officer Christine Zayac Sheehy received an equity grant of 7,087 shares of common stock as compensation. This award was structured as restricted stock units under the company’s 2024 Stock Incentive Plan and did not involve any cash purchase.
According to the terms, 50% of the units are performance-based PSUs that vest on the third anniversary of the grant date if specified performance goals are achieved, with payout ranging from 0% to a maximum of 200%. The remaining 50% are time-based RSUs that vest in equal installments on each of the first four anniversaries of the grant date, subject to continued service. After this grant, Sheehy directly holds 18,917 shares of common stock.
Popeck Thomas C reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein Inc. reported that Thomas C. Popeck, CEO of Henry Schein Products, received a grant of 53,206 shares of common stock in the form of restricted stock units at no cash cost to him. After this grant, he directly holds 88,124 shares.
According to the award terms, 50% of the units are performance-based and will vest on the third anniversary of the grant date if specified performance goals are achieved, with payout ranging from 0% to a maximum of 200%. The remaining 50% will vest in equal installments on each of the first four anniversaries of the grant date, in each case subject to continued service.
Henry Schein EVP and Chief Strategic Officer Mark E. Mlotek reported routine equity compensation and a small gift of shares. He donated 300 shares of Henry Schein common stock as a bona fide gift. He also received 27,061 restricted stock units under the 2024 Stock Incentive Plan, split between performance-based units that vest on the third anniversary based on specified goals and time-based units vesting over four years, all subject to continued service. After these changes, he holds 104,300 shares directly, plus additional indirect holdings through family trusts and a 401(k) plan.
Henry Schein Inc. reported that CEO Frederick M. Lowery received new equity compensation awards. He was granted stock options for 177,116 shares with an exercise price of $77.60 per share, expiring in 2036, which vest in equal parts over four years, subject to continued service.
Lowery also received 64,433 shares of common stock as restricted stock units under the 2024 Stock Incentive Plan. Half of these are performance stock units that vest on the third anniversary based on achievement of specified goals, with payout ranging from 0% to 200%, and half are time-based RSUs vesting over four years. Following these grants, he directly owns 95,156 common shares in addition to the new option award.
Ettinger Michael S reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein, Inc. executive vice president and chief operating officer Michael S. Ettinger received a grant of 27,061 shares of common stock on March 6, 2026 as a compensation award. The grant was made at a price of $0.00 per share.
According to the company’s 2024 Stock Incentive Plan, half of this award consists of performance stock units that can pay out between 0% and 200% based on specified performance goals, vesting on the third anniversary of the grant date. The other half consists of time-based restricted stock units that vest in equal portions on each of the first four anniversaries, all subject to continued service.
Following this award, Ettinger directly holds 118,722 shares of Henry Schein common stock. He also has an indirect interest equivalent to 210 shares through the Henry Schein 401(k) Savings Plan’s unitized stock fund.
Albertini Andrea reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein Inc. executive Andrea Albertini, CEO, Global Distribution & Technology, received a grant of 60,631 shares of common stock as equity compensation. Following this award, he directly holds 122,092 shares.
The grant consists of restricted stock units under the 2024 Stock Incentive Plan. Half of the grant is performance-based and will vest on the third anniversary of the grant date if specified performance goals are met, with payout for these performance stock units scaling from 0% to a maximum of 200%. The remaining half will vest in equal installments on each of the first four anniversaries of the grant date, in each case subject to continued service.
Henry Schein Inc. director Reed Vaughn Tuckson reported an equity award from the company. On March 6, 2026, he acquired 2,577 shares of common stock at a stated price of $0.00 per share, described as a grant, award, or other acquisition.
The award was granted under Henry Schein’s 2023 Non-Employee Director Stock Incentive Plan. According to the footnote, the restricted stock units generally vest after a 12‑month cliff period, subject to certain exceptions and to his continued service to the company. Following this grant, he directly owned 12,520 shares of common stock.
SHEARES BRADLEY T reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein Inc. director Bradley T. Sheares received an equity award of 2,577 shares of common stock on March 6, 2026. The grant was made at no cash cost to him under the company’s 2023 Non-Employee Director Stock Incentive Plan.
According to the terms, these restricted stock units vest after a 12-month cliff period, contingent on his continued service to Henry Schein. Following this award, he beneficially owns 47,623 shares of the company’s common stock directly.
Henry Schein Inc. director Scott Philip Serota reported an equity award in the company’s common stock. He acquired 2,577 shares on a grant or award basis at $0.00 per share, bringing his directly held stake to 10,790 shares.
The award was granted under Henry Schein’s 2023 Non-Employee Director Stock Incentive Plan. According to the terms, these restricted stock units generally vest after a 12‑month cliff period, conditioned on the passage of time and his continued service to the company.
Separately, an additional 1,000 shares are reported as held indirectly by the Serota Family Trust, for which Mr. Serota and his wife serve as both trustees and beneficiaries.
Margulies Anne H. reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein Inc. director Anne H. Margulies reported an equity award of 2,577 shares of common stock on March 6, 2026. The award was granted at no cash cost to her as a stock-based grant.
The grant was made under Henry Schein’s 2023 Non-Employee Director Stock Incentive Plan as restricted stock units that vest after a 12‑month cliff period, subject to her continued board service. Following this award, her directly held common stock totaled 23,153 shares.
Henry Schein Inc. director Philip A. Laskawy reported an equity award from the company. On March 6, 2026, he acquired 2,577 shares of common stock in the form of restricted stock units at a stated price of $0.00 per share.
The award was granted under Henry Schein’s 2023 Non-Employee Director Stock Incentive Plan. These restricted stock units are scheduled to vest after a 12‑month cliff period, subject to limited exceptions and his continued service to the company. Following this grant, he holds 24,538 shares directly.
Henry Schein Inc. director Kurt P. Kuehn reported an equity award. On March 6, 2026, he acquired 2,577 shares of common stock at a stated price of $0.00 per share through a grant under the company’s 2023 Non-Employee Director Stock Incentive Plan.
According to the award terms, these restricted stock units are subject to 12‑month cliff vesting and require his continued service with Henry Schein during that period. Following this grant, Kuehn’s directly held position increased to 18,264 shares of common stock.
HOMBACH ROBERT J. reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein Inc. director Robert J. Hombach reported an equity award of 2,577 shares of common stock on March 6, 2026. These shares were granted under the company’s 2023 Non-Employee Director Stock Incentive Plan at no purchase price, increasing his directly held stake to 5,421 shares.
According to the award terms, the restricted stock units generally vest after a 12‑month cliff period, provided Mr. Hombach continues to perform services for Henry Schein. This filing reflects routine director compensation in the form of stock-based incentives.
HERRING JOSEPH L reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein Inc. director Joseph L. Herring received an equity award of 2,577 shares of common stock at a stated price of $0.00 per share. The grant was made under the company’s 2023 Non-Employee Director Stock Incentive Plan and is structured as restricted stock units.
These restricted stock units are subject to 12-month cliff vesting and require Mr. Herring’s continued service with the company for vesting to occur, subject to certain exceptions. Following this award, his directly held position increased to 30,325 shares of Henry Schein common stock.
Faig Carole T reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein director Carole T. Faig received an equity grant from the company. She was awarded 2,577 restricted stock units relating to common stock at a stated price of $0.00 per share as a grant or award.
According to the grant terms, these restricted stock units were issued under Henry Schein's 2023 Non-Employee Director Stock Incentive Plan and generally vest after a 12‑month cliff period, conditioned on her continued service to the company. Following this award, her directly held common stock-related holdings total 8,025 shares.
Henry Schein director Deborah Derby reported an equity award of 2,577 shares of common stock on March 6, 2026. The shares were acquired at a stated price of $0.00 per share as a grant under the company’s 2023 Non-Employee Director Stock Incentive Plan.
According to a footnote, the award consists of restricted stock units that generally vest after a 12-month cliff period, subject to certain exceptions and Ms. Derby’s continued service to Henry Schein. Following this grant, she directly holds a total of 15,093 shares and is also reported as indirect owner, as trustee, of 760 shares held in a trust for her benefit.
DANIEL WILLIAM K reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein Inc. director Daniel William K received an equity award of 2,577 shares of common stock on March 6, 2026, granted at $0.00 per share under the 2023 Non-Employee Director Stock Incentive Plan. These restricted stock units vest after 12 months of continued service. Following the grant, he holds 5,426 shares directly and 10,000 shares indirectly through a trust where he and his spouse serve as co-trustees.
BERGMAN STANLEY M reported acquisition or exercise transactions in this Form 4 filing.
Henry Schein Inc. director Stanley M. Bergman reported several stock-related updates involving company common stock. An indirect transaction moved 3,812 shares held via the Bergman Family Trust #2 to a related trust associated with his spouse. Following this, those indirect holdings totaled 379,991 shares held through spouse-related trusts and an LLC.
Bergman also received an award of 2,577 restricted stock units under Henry Schein’s 2023 Non-Employee Director Stock Incentive Plan. These units generally vest after 12 months, conditioned on continued service, bringing his directly held shares to 255,789. The filing further updates his indirect interest in 9,833 equivalent shares held through the Henry Schein 401(k) Savings Plan’s unitized stock fund.
Henry Schein Inc. director Ali Mohamad reported an equity award in the form of common stock. On March 6, 2026, he acquired 2,577 shares at no purchase price through a grant categorized as a grant, award, or other acquisition. The award was made under the company’s 2023 Non-Employee Director Stock Incentive Plan. According to the footnote, these restricted stock units vest after a 12‑month cliff period, and vesting depends on Mohamad continuing to provide services to the company. Following this grant, his directly held common stock position increased to 15,075 shares.
Henry Schein Inc. executive Mark E. Mlotek, EVP and Chief Strategic Officer, reported several transactions in the company’s common stock. On March 4, 2026, he made open-market sales of 4,100 shares at $80.795 per share and 1,825 shares at $80.811 per share.
He also made bona fide gifts of 1,215 shares on March 5, 2026 and 300 shares on March 6, 2026 at a stated price of $0.00 per share, including transfers to family trusts where he serves as trustee. Following these transactions, he directly held 77,539 shares, with additional indirect holdings of 7,416 shares in family trusts and 4,085 equivalent shares through the Henry Schein 401(k) Savings Plan.
Henry Schein Inc. director Philip A. Laskawy sold shares of the company. On March 5, 2026, he completed an open-market sale of 2,844 shares of common stock at a price of $80.36 per share. After this transaction, he directly owned 21,961 shares of Henry Schein common stock.
Henry Schein Inc. reported that CEO Frederick M. Lowery acquired a sign-on equity-based award of 30,723 shares of common stock in the form of restricted stock units under the company’s 2024 Stock Incentive Plan. The RSUs vest in three equal annual installments, contingent on his continued service.
Henry Schein SVP & Chief Financial Officer Ronald N. South reported two stock dispositions on February 27, 2026. He disposed of 6,815 shares of common stock in a transaction coded as a disposition to the issuer and separately disposed of 709 shares at $82.39 per share to satisfy tax withholding obligations tied to the vesting of a March 1, 2023 performance-based restricted stock/unit grant. Following these transactions, he directly holds 73,850 shares of Henry Schein common stock.
Henry Schein Inc. senior vice president and chief human resources officer Christine Zayac Sheehy reported two share dispositions on common stock. She disposed of 780 shares to the company and a further 88 shares at $82.39 per share to satisfy tax withholding tied to the vesting of a March 1, 2023 performance-based restricted stock/unit grant. Following these transactions, she directly holds 11,830 shares of Henry Schein common stock.
Henry Schein Inc. executive Thomas C. Popeck, CEO of Henry Schein Products, reported dispositions of company stock on February 27, 2026. He disposed of a total of 1,339 shares, leaving him with 34,918 shares of common stock held directly after the transactions.
The filing shows an issuer disposition of 1,202 shares at a price of $0.00 per share. It also records a separate tax-withholding disposition of 137 shares at $82.39 per share. According to the footnote, those 137 shares were surrendered to Henry Schein to satisfy Popeck’s tax withholding obligation upon vesting of his March 1, 2023 grant of performance-based restricted stock/units, which vested on the preceding business day because March 1, 2026 was a non-business day.
Henry Schein Inc. executive Mark E. Mlotek reported share dispositions in company stock. On February 27, 2026, he disposed of 9,440 shares of common stock in a disposition to the issuer and a further 1,065 shares at $82.39 per share to cover tax withholding on vested performance-based restricted stock/units.
After these transactions, his direct holdings totaled 86,479 shares, which include shares held in joint tenancy with his spouse. He also reported indirect holdings of 5,916 equivalent shares as trustee of family trusts and 4,085 equivalent shares through a 401(k) plan stock fund.
Henry Schein’s EVP & Chief Operating Officer Michael S. Ettinger reported dispositions of company stock tied to equity award vesting, rather than open-market sales. On February 27, 2026, he disposed of 9,047 shares of common stock back to the issuer and an additional 914 shares at $82.39 per share to satisfy tax withholding obligations on his March 1, 2023 performance-based restricted stock/unit grant, according to the footnotes. After these transactions, he directly held 91,661 shares and had an indirect interest in the equivalent of 210 shares through the Henry Schein 401(k) Savings Plan’s unitized stock fund.
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.
Henry Schein executive Andrea Albertini reported share dispositions related to equity compensation. On February 27, 2026, he disposed of 3,999 shares of common stock back to the company and a further 440 shares at $82.39 per share as a tax-withholding disposition.
The footnote explains that the 440-share surrender covered tax withholding arising from the vesting of his March 1, 2023 grant of performance-based restricted stock/units. After these transactions, Albertini directly owned 61,461 shares of Henry Schein common stock.
Henry Schein Inc. Chairman and CEO Stanley M. Bergman reported net open-market sales of 49,131 shares of common stock. The transactions included a direct sale of 10,785 shares at $81.20 per share and indirect sales totaling 38,346 shares at prices around $81 per share by entities associated with his spouse.
After these sales, Bergman directly owned 309,092 shares. Indirect holdings included 427,615 shares held through his spouse’s related trusts and entities, and 9,823 equivalent shares credited to his Henry Schein 401(k) Savings Plan account, calculated using the February 26, 2026 closing price.
Henry Schein Inc. reported an insider share transaction by executive Andrea Albertini, CEO, Global Distribution & Technology. On December 10, 2025, she surrendered 2,032 shares of common stock at $75.88 per share to the company.
The filing explains that these shares were surrendered to cover tax withholding arising from the vesting of her December 10, 2021 grant of time-based restricted stock units, which vested on December 10, 2025. After this tax-related transaction, she directly beneficially owns 65,900 shares of Henry Schein common stock.
Henry Schein Inc. (HSIC) Chairman and CEO Stanley M. Bergman reported two stock gifts of common shares. On November 24, 2025, he gifted 140 shares of Henry Schein common stock, and on November 25, 2025, he gifted another 500 shares, each transaction coded as a "G" (gift) at a reported price of $0.00 per share.
Following these transactions, Bergman directly holds 320,377 shares of Henry Schein common stock. He also has indirect beneficial ownership of 465,961 shares through his spouse’s trusts and entities, and an additional 9,788 equivalent shares through the company’s 401(k) savings plan unitized stock fund, which reflects Henry Schein stock and cash equivalents.