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.
Stanley M. Bergman, Chairman and CEO of Henry Schein, Inc. (HSIC), reported a transaction on 08/13/2025. The filing shows a gift of 1,650 shares (reported as disposition) and lists his beneficial ownership following the transaction as 322,097 shares directly. The form also discloses 465,961 shares indirectly attributable to his spouse and 9,788 equivalent shares held in the company 401(k) unitized stock fund.
The filing was signed by an attorney-in-fact on 08/14/2025 and includes explanations that the indirect holdings arise from family trusts, LLCs, spouse ownership and the 401(k) calculation based on the 08/13/2025 closing price. No derivative transactions or other material changes are reported.
Henry Schein, Inc. director William K. Daniel reported buying additional company stock. On 08/07/2025, an entity for which he and his spouse serve as co-trustees purchased 10,000 shares of Henry Schein common stock in an open-market transaction at $67.08 per share, held as indirect ownership. Following this, he also reported directly holding 2,849 Henry Schein shares.
KKR and affiliated funds report beneficial ownership of 15,709,380 shares of Henry Schein common stock, equating to approximately 13.0% of the 121,268,398 shares outstanding. The filing discloses derivative transactions: a June total return swap covering 57,348 notional shares at a notional price of $71.07 and an August total return swap with Nomura referencing 1,874,538 shares for which KKR elected physical settlement. KKR states it may acquire additional shares up to a 14.9% equity stake under a Partnership Agreement. The filing also clarifies that referenced swaps do not confer voting or disposition rights until settlement.
Henry Schein (HSIC) Q2 FY25 10-Q key takeaways: Net sales grew 3.3% YoY to $3.24 bn, led by Global Distribution & Value-Added Services (+2.9%), Global Specialty Products (+4.3%) and Global Technology (+7.1%). Gross margin contracted 120 bp to 31.3%, and operating income slipped 5% to $151 m, lowering the operating margin to 4.7%. Net income attributable to HSIC fell 17% to $86 m, driving diluted EPS down to $0.70 (-$0.10 YoY).
First-half view: Revenue rose 1.6% to $6.41 bn; diluted EPS improved 4% to $1.58 on tighter SG&A and a 4% lower share count. Operating cash flow dropped to $157 m (vs $493 m) due to working-capital build. The company repurchased $450 m of stock and issued $250 m of equity tied to the KKR investment/ASR, leaving 121.9 m shares outstanding. Cash increased to $145 m while long-term debt climbed $260 m to $2.09 bn, lifting leverage. Year-to-date restructuring and cyber-incident charges total $48 m but were partly offset by $20 m of insurance recoveries. Management implemented a new three-segment structure and notes upcoming FASB disclosure rules, with no material policy changes this quarter.
KKR Group Partnership and affiliated entities reported a significant derivative transaction involving Henry Schein (HSIC) stock. On June 16, 2025, KKR Hawaii Aggregator L.P. executed a total return swap agreement covering 57,348 shares of common stock at a notional price of $71.07 per share.
Key details of the transaction:
- The swap agreement grants KKR Hawaii Aggregator L.P. the right to acquire the shares from the counterparty
- The derivative security is exercisable from June 17, 2025, with an expiration date of July 16, 2027
- Multiple KKR entities are listed as 10% owners, including KKR Group Partnership L.P., KKR & Co., and KKR Management LLP
- Henry Kravis and George Roberts, as founding partners of KKR Management LLP, are indirect beneficial owners
The filing includes disclaimers stating that each reporting person disclaims beneficial ownership except to the extent of their pecuniary interest in the securities.
A Form 4 filing reveals significant derivative transactions by KKR-affiliated entities involving Henry Schein (HSIC) securities. On June 16, 2025, KKR Hawaii Aggregator L.P., a 10% owner, entered into an equity swap transaction covering 57,348 shares of common stock at a notional price of $71.07 per share.
Key details of the derivative transaction:
- Transaction involves an obligation to purchase through an equity swap
- Exercise period: June 17, 2025 to July 16, 2027
- Transaction executed through multiple KKR entities, including KKR Hawaii Aggregator L.P., KKR North America Fund XIII SCSp, and related entities
- Structured as a total return swap with a third-party financial counterparty
The filing includes detailed ownership structure disclosures through various KKR entities, ultimately traced to KKR Management LLP and founding partners Henry R. Kravis and George R. Roberts. All reporting persons have disclaimed beneficial ownership except for their respective pecuniary interests.