Form 4: Henry Schein CEO Stanley Bergman Reports Gift of Shares, Details Extensive Holdings

Henry Schein, Inc. Chairman and CEO Stanley M. Bergman filed a Form 4 detailing a gift of 145 shares of common stock and disclosing his significant direct and indirect beneficial ownership in the company.

Summary

• Stanley M. Bergman, Chairman and CEO of Henry Schein, Inc. (HSIC), reported a transaction involving the company's common stock.
• On June 13, 2025, Mr. Bergman disposed of 145 shares of Common Stock, par value $0.01 per share, via a gift, with a transaction price of $0.
• Following this transaction, Mr. Bergman directly beneficially owns 323,747 shares of Common Stock.
• He also indirectly beneficially owns 465,961 shares through his spouse, held across various trusts and entities (Bergman Family 2010 Trust #2, Bergman Family 2010 Trust #2, LLC, and SBMB GST Trusts Partners LLC).
• Additionally, Mr. Bergman indirectly beneficially owns 9,736 shares through his interest in the Henry Schein, Inc. 401(k) Savings Plan, calculated based on the closing price of Henry Schein common stock on June 13, 2025.

Sentiment

Score: 6

Explanation: The sentiment is neutral to slightly positive. While it's a disposition of shares, it's a small amount via gift, and the overall beneficial ownership remains substantial, indicating continued alignment of management's interests with shareholders.

Positives

• The filing demonstrates transparency regarding insider holdings and transactions.
• The Chairman and CEO maintains a substantial beneficial ownership in the company, aligning his interests with shareholders.

Negatives

• The transaction involved a disposition of shares, albeit a small amount via gift.

Future Outlook

The document does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This Form 4 filing is a routine disclosure of an insider transaction and does not provide information directly related to broader industry trends or competitive landscape within the healthcare products and services distribution sector.

Related Party Transactions

• The indirect beneficial ownership includes shares held by the Bergman Family 2010 Trust #2, Bergman Family 2010 Trust #2, LLC, and SBMB GST Trusts Partners LLC, where Mrs. Bergman (Stanley M. Bergman's wife) is a co-trustee, beneficiary, or manager. This represents holdings by a related party.

Stakeholder Impact

• Shareholders: Provides transparency on insider holdings and a minor, non-sale disposition of shares by the CEO, which is generally neutral to slightly positive as it doesn't indicate a lack of confidence.
• Employees: The disclosure of 401(k) plan holdings indicates a standard employee benefit, but no direct impact from this specific transaction.

Key Dates

Keywords

Henry Schein, HSIC, Stanley M. Bergman, SEC Form 4, Insider Transaction, Beneficial Ownership, Common Stock, CEO, Chairman, Gift