Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | HSIC | Common Stock, par value $0.01 per share | Gift | $0 | -20.4K | -8.28% | $0.00 | 226K | Mar 11, 2022 | Direct | F1 |
transaction | HSIC | Common Stock, par value $0.01 per share | Gift | $0 | -5.85K | -2.59% | $0.00 | 220K | Mar 14, 2022 | Direct | F1 |
transaction | HSIC | Common Stock, par value $0.01 per share | Gift | $0 | -293 | -0.13% | $0.00 | 220K | Mar 15, 2022 | Direct | F1 |
transaction | HSIC | Common Stock, par value $0.01 per share | Gift | $0 | -1.76K | -0.8% | $0.00 | 218K | Mar 16, 2022 | Direct | F1 |
transaction | HSIC | Common Stock, par value $0.01 per share | Award | $0 | +36.8K | +16.9% | $0.00 | 255K | Mar 16, 2022 | Direct | F2 |
holding | HSIC | Common Stock, par value $0.01 per share | 545K | Mar 16, 2022 | By Spouse | F3 | |||||
holding | HSIC | Common Stock, par value $0.01 per share | 9.42K | Mar 16, 2022 | by 401(k) plan | F4 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | HSIC | Stock Option (Right to Buy) | Award | $0 | +29.6K | $0.00 | 29.6K | Mar 16, 2022 | Common Stock, par value $0.01 per share | 29.6K | $86.27 | Direct | F5, F6 |
Id | Content |
---|---|
F1 | Gift, not applicable. |
F2 | Grant of restricted stock units (RSU) pursuant to the Issuer's 2020 Stock Incentive Plan. Subject to certain exceptions, 75% will vest subject to (x) Issuer's achievement of a specified performance. goal and (y) reporting person's continued perf. of services for the Issuer. 25% will vest subject to (x) passage of a specified period of time and (y) reporting person's continued perf. of services for the Issuer. With respect to the performance-based RSU, if the continued service requirement is satisfied and achievement of the perf. goal (x) exceeds 100% of target, the Issuer may issue additional vested shares of common stock in an amount that corresponds to the incremental percentage of the performance goal achieved in excess of 100% of target or (y) is less than 100% of target, the reporting person will surrender to the Issuer shares of common stock in an amount that corresponds to the incremental percentage of the performance goal achieved that is below 100% of target (shortfall). |
F3 | Represents (i) 204,976 shares held by the Bergman Family 2010 Trust #2, of which Marion Bergman, Stanley M. Bergman's wife, is a co-trustee and a beneficiary; (ii) 101 shares held by Mrs. Bergman and (iii) 339,886 shares held by the Bergman Family 2010 Trust #2, LLC of which Marion Bergman, Stanley M. Bergman's wife, is a manager. |
F4 | 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 16, 2022. |
F5 | Acquired pursuant to the Issuer's 2020 Stock Incentive Plan. |
F6 | Subject to certain exceptions, the options will vest in three equal installments on each of the first, second and third anniversary of the grant date, subject to reporting person's continued performance of services for the Issuer. |