HENRY SCHEIN INC·4

Mar 6, 6:08 PM ET

MLOTEK MARK E 4

Research Summary

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Updated

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.