BERGMAN STANLEY M 4
Research Summary
AI-generated summary
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).