BERGMAN STANLEY M 4
4 · HENRY SCHEIN INC · Filed Mar 9, 2026
Research Summary
AI-generated summary of this filing
HSIC Director Stanley Bergman Receives Award, Transfers Shares
What Happened
Stanley M. Bergman, a director of Henry Schein, reported two transactions on March 6, 2026. He was granted 2,577 restricted stock units (code A) pursuant to the company's 2023 Non-Employee Director Stock Incentive Plan (acquired at $0.00, total $0). He also transferred/decanted 3,812 shares between related trusts (reported as other disposition, code J; disposed at $0.00, total $0). Net change in beneficially held shares from these specific transactions is a decrease of 1,235 shares.
Key Details
- Transaction date: March 6, 2026. Filing date: March 9, 2026 (Form 4 accession 0001008413-26-000004).
- Grant: 2,577 RSUs (price $0.00; total $0). RSUs vest subject to a 12‑month cliff and continued service (see footnote F3).
- Transfer: 3,812 shares moved between related trusts (price $0.00; total $0); described as a decanting by the Bergman Family Trust #2 to a related trust (footnote F1).
- Reported holdings per footnote F2: 70,514 shares held by Bergman Family 2010 Trust #2, 21 shares held by Mrs. Bergman, and 309,456 shares held by Bergman Family 2010 Trust #2, LLC — aggregating to 379,991 shares via those entities. The filing also notes interest in equivalent shares held in the Henry Schein 401(k) unitized stock fund (footnote F4).
- Transaction codes: A = award/grant; J = other acquisition/disposition (internal transfer). No cash changed hands.
- No indication in the filing that the transaction was part of a 10b5-1 plan or that shares were sold on the open market.
Context
- RSU grants to non-employee directors are common compensation and vest over time; they are not an immediate cash purchase and typically reflect standard director pay rather than a direct market signal.
- The transfer between trusts (decanting) is an internal reallocation of ownership among related trusts and does not indicate a market sale.
Insider Transaction Report
Form 4
HENRY SCHEIN INCHSIC
BERGMAN STANLEY M
Director
Transactions
- Other
Common Stock, par value $0.01 per share
[F1][F2]2026-03-06−3,812→ 379,991 total(indirect: By Spouse) - Award
Common Stock, par value $0.01 per share
[F3]2026-03-06+2,577→ 255,789 total
Holdings
- 9,833(indirect: By 401(k))
Common Stock, par value $0.01 per share
[F4]
Footnotes (4)
- [F1]The transfer of shares in this transaction represents the decanting of the shares by the Bergman Family Trust #2 to a related trust.
- [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]Acquired pursuant to the Issuer's 2023 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock units will vest subject to (i) the passage of a specified period of time (12-months cliff vesting) and (ii) the reporting person's continued performance of services for the Issuer.
- [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 6, 2026.
Signature
/s/ Jennifer Ferrero (as attorney-in-fact for Stanley M. Bergman)|2026-03-09