BERGMAN STANLEY M 4
4 · HENRY SCHEIN INC · Filed Feb 27, 2026
Research Summary
AI-generated summary of this filing
Henry Schein (HSIC) CEO Stanley Bergman Sells Shares
What Happened
Stanley M. Bergman, Chairman, Chief Executive Officer and a director of Henry Schein, sold a total of 49,131 shares of HSIC stock in open-market transactions on February 26–27, 2026, for aggregate proceeds of approximately $3.98 million. The individual trades reported were: 31,134 shares at $80.90 (≈ $2,518,741), 7,212 shares at $81.51 (≈ $587,850), and 10,785 shares at $81.20 (≈ $875,742). These were sales (not purchases or option exercises) and are commonly routine liquidity transactions rather than an affirmative bullish signal.
Key Details
- Transaction dates and prices:
- 2026-02-26: 31,134 shares @ $80.90 (F1: weighted sale prices ranged $80.375–$81.360)
- 2026-02-26: 7,212 shares @ $81.51 (F3: weighted sale prices ranged $81.375–$81.635)
- 2026-02-27: 10,785 shares @ $81.20 (F5: weighted sale prices ranged $80.940–$81.635)
- Total shares sold: 49,131; approximate proceeds: $3,982,333.
- Reported beneficial holdings (per filing footnotes) include sizeable trust positions: e.g., Bergman Family trusts and related entities listing totals of ~434,827 shares (F2) and ~427,615 shares (F4) across different line items; the filing also references 401(k) plan equivalent shares (F6) calculated at the Feb 26 closing price.
- Notable footnotes: weighted-average price ranges are provided (F1, F3, F5); the filer states full breakdown of sales by price is available upon request to the SEC, issuer, or a security holder.
- Timeliness: Filing covers transactions on 2/26–2/27/2026 and was filed 2026-02-27; no late-filing flag is indicated in the data provided.
- No indication in the filing of a 10b5-1 plan, option exercise, gift, or tax-withholding-related share surrender.
Context
This was an open-market sale (transaction code S). Sales by executives are often routine (liquidity or portfolio-management) and do not necessarily indicate a change in view about company prospects; purchases typically carry more informational weight. The filing’s footnotes show the insider still holds substantial shares indirectly through family trusts and plan holdings.
Insider Transaction Report
- Sale
Common Stock par value $0.01 per share
[F1][F2]2026-02-26$80.90/sh−31,134$2,518,741→ 434,827 total(indirect: By Spouse) - Sale
Common Stock, par value $0.01 per share
[F3][F4]2026-02-26$81.51/sh−7,212$587,850→ 427,615 total(indirect: By Spouse) - Sale
Common Stock, par value $0.01 per share
[F5]2026-02-27$81.20/sh−10,785$875,742→ 309,092 total
- 9,823(indirect: By 401(k))
Common Stock, par value $0.01 per share
[F6]
Footnotes (6)
- [F1]The price reflects a weighted average of sales made at prices ranging from $80.375 to $81.360 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction.
- [F2]Represents (i) 81,538 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; (iii) 329,410 shares held by the Bergman Family 2010 Trust #2, LLC, of which Mrs. Bergman is a manager; and (iv) 23,858 shares held by the SBMB GST Trusts Partners LLC, of which Mrs. Bergman is a manager.
- [F3]The price reflects a weighted average of sales made at prices ranging from $81.375 to $81.635 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction.
- [F4]Represents (i) 74,326 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; (iii) 329,410 shares held by the Bergman Family 2010 Trust #2, LLC, of which Mrs. Bergman is a manager; and (iv) 23,858 shares held by the SBMB GST Trusts Partners LLC, of which Mrs. Bergman is a manager.
- [F5]The price reflects a weighted average of sales made at prices ranging from $80.940 to $81.635 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction.
- [F6]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 February 26, 2026.