HENRY SCHEIN INC·4

Mar 9, 4:17 PM ET

BERGMAN STANLEY M 4

Research Summary

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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.