BERGMAN STANLEY M 4
4 · HENRY SCHEIN INC · Filed Mar 17, 2026
Research Summary
AI-generated summary of this filing
Henry Schein (HSIC) Director Stanley Bergman Disposes 450 Shares
What Happened
Stanley M. Bergman, a director of Henry Schein, disposed of a total of 450 shares on March 16, 2026. Of those, 400 shares were transferred as a gift (no cash proceeds) and 50 shares were surrendered to the company to satisfy a tax withholding obligation at an effective price of $74.61 per share (total value ≈ $3,731). These transactions were not open‑market sales; the 50‑share surrender was to cover taxes on vested time‑based restricted stock units.
Key Details
- Transaction dates: March 16, 2026; Form 4 filed March 17, 2026 (timely).
- Transactions: Gift of 400 shares (code G, $0.00); surrender of 50 shares for tax withholding (code F) at $74.61/share (≈ $3,731).
- Shares owned after transaction: beneficial holdings reported via family trusts total about 379,991 shares (70,514 + 21 + 309,456 per footnote), plus additional equivalent shares held indirectly in the company 401(k) stock fund.
- Footnotes: F2 explains the 50‑share surrender was to satisfy withholding on the March 16, 2022 RSU grant; F3/F4 describe family trust and 401(k) fund holdings.
- Filing timeliness: Filed next day (not late).
Context
Gifts and tax‑withholding share surrenders are routine insider transactions and do not necessarily indicate a view on the company’s prospects. The 50‑share transaction was effectively a cashless settlement to cover taxes on vested RSUs rather than a market sale.
Insider Transaction Report
- Gift
Common Stock, par value $0.01 per share
[F1]2026-03-16−400→ 254,419 total - Tax Payment
Common Stock, par value $0.01 per share
[F2]2026-03-16$74.61/sh−50$3,731→ 254,369 total
- 379,991(indirect: By Spouse)
Common Stock, par value $0.01 per share
[F3] - 9,854(indirect: By 401(k))
Common Stock, par value $0.01 per share
[F4]
Footnotes (4)
- [F1]Gift, not applicable.
- [F2]Represents the surrender of shares to the Issuer to satisfy the reporting person's tax withholding obligation upon the vesting of the reporting person's March 16, 2022 grant of time-based restricted stock units.
- [F3]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.
- [F4]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 16, 2026.