MLOTEK MARK E 4
4 · HENRY SCHEIN INC · Filed Mar 6, 2026
Research Summary
AI-generated summary of this filing
Henry Schein (HSIC) EVP Mark Mlotek Sells Shares, Makes Gifts
What Happened
- Mark E. Mlotek, EVP & Chief Strategic Officer of Henry Schein (HSIC), sold 5,925 shares in open-market transactions and made subsequent gifts of shares. He sold 4,100 shares at $80.80 for $331,260 and 1,825 shares at $80.81 for $147,480 (total proceeds reported $478,740). He then transferred (gifted) 1,215 shares on March 5 and 300 shares on March 6 (gifts reported at $0).
Key Details
- Transaction dates & prices:
- 2026-03-04: Sale — 4,100 shares @ $80.80 (reported $331,260)
- 2026-03-04: Sale — 1,825 shares @ $80.81 (reported $147,480)
- 2026-03-05: Gift — 1,215 shares (reported $0)
- 2026-03-06: Gift — 300 shares (reported $0)
- Shares owned after transaction: Filing notes that the reported beneficial balance includes 1,500 shares from March transfers and Mlotek’s interest in equivalent shares held in the Henry Schein 401(k) unitized stock fund; the filing does not state a single explicit total share count after these transactions.
- Notable footnotes:
- Some shares were held in joint tenancy with spouse (F1).
- Footnotes state transfers of 900 shares (Mar 5) and 600 shares (Mar 6) to trusts where Mlotek is trustee; F5 says the reported balance includes 1,500 shares from those transfers (there is a small discrepancy vs the 1,215+300 gift line items totaling 1,515).
- F6 indicates part of Mlotek’s reported interest is expressed as equivalent shares in the company’s 401(k) unitized stock fund, calculated using the March 4 closing price.
- Filing timeliness: Report filed 2026-03-06 for transactions beginning 2026-03-04–03-06; the filing appears to be timely.
Context
- Sales versus gifts: The open-market sales generated cash proceeds (~$478.7K) and are different from the later gifts/transfers to trusts — gifts are typically estate-planning or family transfers and don’t necessarily signal the insider’s view of the stock.
- Plan holdings: Some reported holdings are expressed as equivalent shares in a company 401(k) stock fund, which represents plan participation rather than direct stock certificates.
- No option exercises or awards were reported in this filing; this was a combination of routine open-market sales and gifts/transfers.
Insider Transaction Report
Form 4
HENRY SCHEIN INCHSIC
MLOTEK MARK E
EVP, Chief Strategic Officer
Transactions
- Sale
Common Stock, par value $0.01 per share
[F1]2026-03-04$80.80/sh−4,100$331,260→ 82,379 total - Sale
Common Stock, par value $0.01 per share
[F1]2026-03-04$80.81/sh−1,825$147,480→ 80,554 total - Gift
Common Stock, par value $0.01 per share
[F2][F1][F3]2026-03-05−1,215→ 78,439 total - Gift
Common Stock, par value $0.01 per share
[F2][F1][F4]2026-03-06−300→ 77,539 total
Holdings
- 7,416(indirect: By Trust)
Common Stock, par value $0.01 per share
[F5] - 4,085(indirect: By 401(k))
Common Stock, par value $0.01 per share
[F6]
Footnotes (6)
- [F1]Includes shares of Issuer's common stock held in joint tenancy with reporting person's spouse.
- [F2]Gift, not applicable.
- [F3]The balance in Column 5 reflects the transfer of 900 shares on March 5, 2026 held by Mark Mlotek (in joint tenancy with his spouse) to trusts for the benefit of family members where Mr. Mlotek is the trustee (the "March 5 Transfer").
- [F4]The balance in Column 5 reflects the transfer of 600 shares on March 6, 2026 held by Mark Mlotek (in joint tenancy with his spouse) to trusts for the benefit of family members where Mr. Mlotek is the trustee (the "March 6 Transfer").
- [F5]The balance in Column 5 includes 1,500 shares received from the March 5 Transfer and March 6 Transfer.
- [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 March 4, 2026.
Signature
/s/ Jennifer Ferrero (as attorney-in-fact for Mark E. Mlotek)|2026-03-06