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.
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 insider sells shares under Form 144. The filing reports proposed and recent sales of common stock by Stanley M. Bergman and related trusts. The excerpt shows prior interfamily gifts of 19,954 and 23,858 shares and recent actual transactions of 38,346, 4,700, and 10,785 shares.
Henry Schein Inc. CEO and director Frederick M. Lowery filed an initial ownership report showing No Securities Beneficially Owned. The filing lists total direct holdings of 0 shares as of March 2, 2026, indicating no reportable equity position in the company at that time.
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 proposed sales of Common Stock via a broker listed as J.P. Morgan Securities LLC. The filing lists securities to be sold with an entry dated 03/03/2025 and shows sales during the past three months by two holders on 02/26/2026, including the Bergman Family 2010 Trust #2 (38,346 shares) and the Bergman Family Foundation (4,700 shares).
Henry Schein, Inc. describes itself as a global solutions company serving office-based dental and medical practitioners and alternate sites of care. It serves more than one million customers worldwide, employs over 25,000 people and operates in 34 countries and territories.
The company runs three segments: Global Distribution and Value-Added Services, Global Specialty Products and Global Technology. In 2025, Global Distribution and Value-Added Services represented 84.5% of net sales, Global Specialty Products 11.7% and Global Technology 5.1%, with dental merchandise the single largest category at 36.6% of sales.
Henry Schein highlights competitive strengths including a 94-year distribution track record, over 300,000 products, 38 distribution centers with 5.4 million square feet of space, 17 manufacturing facilities and 127 equipment service centers. Its technology platform supports about 95,000 practices and 324,000 consumers through multiple practice management and patient engagement brands.
The report also details extensive U.S. and international regulatory, reimbursement, antitrust, privacy and data protection regimes that affect its pharmaceutical, medical device, software and data-driven operations, emphasizing ongoing compliance obligations and potential operational and cost impacts.
Henry Schein reported solid growth for the fourth quarter and full year 2025 and introduced 2026 guidance. Q4 2025 net sales were $3.44 billion, up 7.7% year over year, with GAAP diluted EPS of $0.85 versus $0.74 and non-GAAP diluted EPS of $1.34 versus $1.19. Growth was broad-based, including double-digit gains in dental equipment, specialty products and technology. For 2025, net sales reached $13.18 billion, up 4.0%, with GAAP diluted EPS of $3.27 and non-GAAP diluted EPS of $4.97. The company repurchased 12.1 million shares for $850 million in 2025 and ended the year with $780 million remaining under its authorization. For 2026, Henry Schein expects non-GAAP diluted EPS of $5.23 to $5.37, total sales growth of about 3% to 5%, and mid-single-digit Adjusted EBITDA growth, reflecting continued execution of its BOLD+1 strategic plan.
Henry Schein, Inc. appointed Frederick Lowery as its new Chief Executive Officer, effective March 2, 2026, and expanded the Board from 14 to 15 members to add him as a director. Longtime CEO Stanley M. Bergman will remain in place until Mr. Lowery starts and will then continue as Chairman of the Board.
Under his employment agreement, Mr. Lowery will receive a base salary of $1,250,000 and a target annual bonus opportunity of at least 150% of base salary, with 2026 bonus metrics based 70% on earnings per share and 30% on a strategic scorecard. For fiscal 2026, his annual bonus payout will be at least $1,875,000, and he is slated to receive 2026 equity awards with a target grant-date value of $10,000,000 split among stock options, time-based restricted stock units, and performance-based restricted stock units.
He will also receive a one-time cash bonus of $1,184,000 and a special sign-on equity award of $2,500,000 in restricted stock units, plus up to $500,000 in reimbursed relocation expenses. The company amended and restated its Executive Severance Plan so that the Chief Executive Officer is eligible for severance and change-in-control protections, and adopted Fifth Amended and Restated By-Laws, both of which are filed as exhibits.