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 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.
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.