BERGMAN STANLEY M 4
4 · HENRY SCHEIN INC · Filed May 21, 2026
Research Summary
AI-generated summary of this filing
Henry Schein (HSIC) Director Stanley Bergman Gifts 1,040 Shares
What Happened
Stanley M. Bergman, a director of Henry Schein, Inc. (HSIC), disposed of 1,040 shares as a gift on May 19, 2026. The Form 4 shows the transaction coded as G (gift) at $0.00 per share, so there were no sale proceeds. Because this was a gift rather than a market sale or purchase, it should not be read as a straightforward bullish or bearish trading signal.
Key Details
- Transaction date: May 19, 2026; Form 4 filed: May 21, 2026 (appears timely).
- Type/code: Gift (G). Shares: 1,040. Price: $0.00. Reported value: $0.
- Holdings after transaction (reported in footnotes): at least 379,991 shares held via family entities per F2 (70,514; 21; and 309,456 as detailed). F3 notes additional equivalent shares held in the Henry Schein 401(k) unitized stock fund (quantity calculated using the May 19 closing price; not specified here).
- Footnotes: F1 indicates gift; F2 details family trust and LLC holdings and Mrs. Bergman’s trustee/manager roles; F3 explains 401(k) equivalent-share calculation based on the May 19 closing price.
Context
Gifts by insiders are commonly for estate planning, family transfers, or charitable donations and do not necessarily reflect the insider’s view of the company’s near-term prospects. No cash changed hands in this transaction, and the filing does not appear to be late.
Insider Transaction Report
- Gift
Common Stock, par value $0.01 per share
[F1]2026-05-19−1,040→ 253,329 total
- 379,991(indirect: By Spouse)
Common Stock, par value $0.01 per share
[F2] - 9,854(indirect: By 401(k))
Common Stock, par value $0.01 per share
[F3]
Footnotes (3)
- [F1]Gift, not applicable.
- [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]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 May 19, 2026.