Welcome to our dedicated page for Henry Schein SEC filings (Ticker: HSIC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Henry Schein, Inc. SEC filings document the formal disclosures of a Nasdaq-listed health care solutions company serving dental and medical practices and alternate care sites. The company’s 8-K filings report operating results, financial condition updates, press-release exhibits, leadership changes, board actions, and executive-compensation matters.
Proxy materials cover annual meeting matters, director and board-governance disclosures, and stockholder voting procedures. The filing record also identifies Henry Schein’s common stock, par value $0.01 per share, traded under HSIC on the Nasdaq Global Select Market, along with related corporate and Inline XBRL cover-page disclosures.
Henry Schein Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 7,302,660 shares of Common Stock, representing 6.36% of the class as of 03/31/2026. The filing shows sole dispositive power over 7,302,660 shares and sole voting power for 879,493 shares. The filing states these holdings include securities held for Vanguard funds and other managed accounts and attributes voting/dispositive power across several Vanguard affiliates.
Henry Schein, Inc. is asking stockholders to vote at its virtual annual meeting on May 21, 2026, including electing ten directors, approving executive pay on an advisory basis, ratifying BDO USA, P.C. as auditor, and considering a “Govern by Majority Vote” shareholder proposal.
The proxy highlights leadership changes: longtime CEO Stanley M. Bergman retired as CEO on March 1, 2026, remains Chairman until the meeting, and will then become Chairman Emeritus, while Frederick M. Lowery became CEO and joined the Board on March 2, 2026. The Board will be reduced from fifteen to ten members after the meeting.
The filing details a strategic partnership with KKR, including a $250 million investment for 3,285,152 shares and a beneficial ownership cap increased to 19.9% during a standstill period. It also describes the BOLD+1 strategic plan, value-creation initiatives expected to deliver more than $125 million of annual run-rate operating income improvement by the end of 2026, and an ongoing stock repurchase program with $780 million remaining authorized as of December 27, 2025. Executive compensation is increasingly tied to financial performance, with at least 50% of equity awards for most named executives in performance-based restricted stock units and 40% of annual bonuses tied to earnings per share for most senior leaders.
Henry Schein Inc Schedule 13G/A (Amendment No. 14) shows The Vanguard Group reports 0 shares beneficially owned, representing 0% of common stock. The filing explains Vanguard completed an internal realignment on January 12, 2026, and certain subsidiaries will report ownership separately in reliance on SEC Release No. 34-39538.
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.
HSIC submitted a Form 144 notice reporting proposed sales of Common stock tied to restricted stock vesting. The filing lists planned disposals of 144 shares vesting on 03/03/2025, 191 shares vesting on 03/01/2026, and 1,020 shares vesting on 03/16/2026. The filing identifies Fidelity Brokerage Services LLC at 900 Salem Street, Smithfield, RI 02917 and references NASDAQ.
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.