Form 4: Henry Schein Director Anne H. Margulies Reports Tax Withholding Share Surrender
SEC Form 4 Filing
Director Anne H. Margulies surrendered 613 shares of Henry Schein, Inc. to cover tax obligations related to vested restricted stock units.
Summary
- On March 3, 2025, Anne H. Margulies, a director of Henry Schein, Inc., surrendered 613 shares of common stock to the issuer.
- The shares were surrendered to satisfy tax withholding obligations related to the vesting of time-based restricted stock units granted on March 3, 2021, which vested on March 3, 2022, but the payment date was deferred until March 3, 2025.
- The transaction was executed at a price of $70.81 per share.
- Following the transaction, Margulies directly owns 18,957 shares of Henry Schein, Inc.
Sentiment
Score: 5
Explanation: The document is a routine regulatory filing regarding a stock transaction for tax purposes, indicating a neutral sentiment.
Industry Context
This filing is a routine disclosure related to executive compensation and tax obligations, common in publicly traded companies. It doesn't necessarily indicate a change in the company's overall performance or outlook.
Stakeholder Impact
- The transaction has a minimal impact on shareholders as it is a standard procedure for covering tax obligations.
Key Dates
| Date | Description |
|---|---|
| 03/03/2021 | Grant date of time-based restricted stock/units |
| 03/03/2022 | Vesting date of time-based restricted stock/units |
| 03/03/2025 | Date of transaction (share surrender for tax withholding) |
| 03/04/2025 | Date of signature on the Form 4 filing |
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