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 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.
KKR-affiliated entities reported a new derivative position linked to Henry Schein Inc. common stock through an equity swap. On March 6, 2026, a total return swap was set to reference 918,723 notional shares of Henry Schein common stock at a notional price of $80.55 per share. The swap, entered into by KKR Hawaii Aggregator L.P. with a third-party counterparty, gives KKR Hawaii Aggregator L.P. the right to acquire, and obligates the counterparty to deliver, 918,723 shares upon settlement. Any such shares would be held directly by KKR Hawaii Aggregator L.P., and a series of KKR-related entities sits above it in the ownership chain. The reporting persons state that they disclaim beneficial ownership of the securities reported except to the extent of any pecuniary interest.
KKR-affiliated entities reported a new derivative position linked to Henry Schein Inc. common stock through an equity swap. On March 6, 2026, a total return swap was set to reference 918,723 notional shares of Henry Schein common stock at a notional price of $80.55 per share. The swap, entered into by KKR Hawaii Aggregator L.P. with a third-party counterparty, gives KKR Hawaii Aggregator L.P. the right to acquire, and obligates the counterparty to deliver, 918,723 shares upon settlement. Any such shares would be held directly by KKR Hawaii Aggregator L.P., and a series of KKR-related entities sits above it in the ownership chain. The reporting persons state that they disclaim beneficial ownership of the securities reported except to the extent of any pecuniary interest.
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.
Henry Schein, Inc. received an updated Schedule 13D/A (Amendment No. 7) from multiple KKR-affiliated entities. They report beneficial ownership of 18,853,071 shares of common stock, representing 16.4% of outstanding shares as of February 17, 2026.
The position includes 15,263,662 shares held directly by KKR Hawaii Holdings L.P., 388,370 shares held directly by MH Sub I, LLC, and 3,201,039 shares that KKR Hawaii Aggregator L.P. has the right to acquire through total return swaps, including a new February 2026 swap on 918,723 notional shares at a notional price of $80.55 per share. KKR expects to fund any share acquisition through capital contributions from the reporting entities and their affiliates.
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.