BERGMAN STANLEY M 4
4 · HENRY SCHEIN INC · Filed Mar 16, 2026
Research Summary
AI-generated summary of this filing
Henry Schein (HSIC) Director Stanley M. Bergman Gifts 970 Shares
What Happened
Stanley M. Bergman, a director of Henry Schein, reported a gift (transaction code G) of 970 shares of Henry Schein common stock on March 12, 2026. The shares were disposed as a gift and have a reported transaction value of $0. The Form 4 was filed on March 16, 2026.
Key Details
- Transaction date: 2026-03-12; Filing date: 2026-03-16 (filed within the usual two-business-day Form 4 window).
- Transaction type/code: Gift (G).
- Shares transferred: 970; price per share: $0.00; total reported value: $0.
- Reported holdings (per footnotes): 70,514 shares held by the Bergman Family 2010 Trust #2 (Mrs. Bergman is co-trustee/beneficiary), 21 shares held by Mrs. Bergman, and 309,456 shares held by Bergman Family 2010 Trust #2, LLC (Mrs. Bergman is manager) — totaling 379,991 shares across those entities.
- Footnote on Plan holdings: The filing also notes the reporting person's interest in equivalent shares held in the Henry Schein 401(k) unitized stock fund; that equivalent share count was calculated using the closing price on March 12, 2026 (exact equivalent-share number not specified in the summary).
- Footnote F1 clarifies this was a gift (not an open-market sale or purchase).
Context
Gifts are dispositions for estate planning or personal reasons and do not necessarily signal the insider’s view of the company’s prospects. Because this was a gift (value reported as $0), it is not a purchase (which investors often view as a bullish signal).
Insider Transaction Report
Form 4
HENRY SCHEIN INCHSIC
BERGMAN STANLEY M
Director
Transactions
- Gift
Common Stock, par value $0.01 per share
[F1]2026-03-12−970→ 254,819 total
Holdings
- 379,991(indirect: By Spouse)
Common Stock, par value $0.01 per share
[F2] - 9,833(indirect: By 401(k))
Common Stock, par value $0.01 per share
[F3]
Footnotes (3)
- [F1]Gift, not applicable.
- [F2]Represents (i) 70,514 shares held by the Bergman Family 2010 Trust #2, of which Mrs. Bergman, Stanley M. Bergman's wife, is a co-trustee and a beneficiary; (ii) 21 shares held by Mrs.Bergman; and (iii) 309,456 shares held by the Bergman Family 2010 Trust #2, LLC, of which Mrs. Bergman is a manager.
- [F3]Reflects the reporting person's interest in equivalent shares of Henry Schein common stock held by the unitized stock fund in the Henry Schein, Inc. 401(k) Savings Plan (the "Plan"). The unitized stock fund consists of Henry Schein common stock and cash or cash equivalents. The number of shares attributed to the reporting person as a participant in the Plan and expressed as equivalent shares has been calculated based on the closing price of Henry Schein common stock on March 12, 2026.
Signature
/s/ Jennifer Ferrero (as attorney-in-fact for Stanley M. Bergman)|2026-03-16