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.
The Henry Schein, Inc. (NASDAQ: HSIC) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a FORTUNE 500 and S&P 500® health care solutions company listed on the Nasdaq Global Select Market, Henry Schein uses its filings to report financial results, governance changes, and other material events relevant to shareholders and analysts.
Henry Schein’s current reports on Form 8-K offer timely updates on topics such as quarterly and year-to-date financial performance, leadership transitions, and key corporate announcements. For example, recent 8-K filings have furnished press releases reporting financial results for specific quarters and have disclosed changes in senior leadership, including the planned retirement of the Chief Executive Officer from that role and related succession planning.
In addition to 8-Ks, investors typically look to Henry Schein’s annual reports on Form 10-K and quarterly reports on Form 10-Q for detailed information on its Global Distribution and Value-Added Services, Global Specialty Products, and Global Technology segments. These periodic reports, referenced in company news releases, contain discussions of operations, financial condition, risk factors, and litigation matters, as well as commentary on strategic initiatives and partnerships such as the Strategic Partnership Agreement with KKR Hawaii Aggregator L.P.
Stock Titan enhances these filings with AI-powered summaries that help explain complex disclosures in clear language. Instead of reading entire documents, users can review concise explanations of key points, including segment performance, risk factor highlights, and notable changes in capital allocation or governance. Real-time updates from the EDGAR system mean that new Henry Schein filings, such as 8-Ks reporting financial results or leadership changes, appear promptly on this page.
For those tracking insider activity and executive arrangements, Form 4 and 8-K disclosures relating to departures, appointments, and compensatory arrangements provide additional context on management and board-level decisions. By combining raw filings with AI-generated insights, this page helps investors, researchers, and health care market participants interpret Henry Schein’s regulatory reporting more efficiently.
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.