Stanley M. Bergman - Dec 30, 2022 Form 4 Insider Report for HENRY SCHEIN INC (HSIC)

Role
Chairman, CEO, Director
Signature
/s/ Jennifer Ferrero (as Attorney-in-Fact for Stanley M. Bergman)
Stock symbol
HSIC
Transactions as of
Dec 30, 2022
Transactions value $
-$2,318,786
Form type
4
Date filed
1/4/2023, 03:06 PM
Previous filing
Dec 13, 2022
Next filing
Mar 3, 2023

Transactions Table

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 -11.7K -4.47% $0.00 251K Dec 27, 2022 Direct F1, F2
transaction HSIC Common Stock, par value $0.01 per share Tax liability -$2.32M -29K -11.58% $79.87 222K Dec 30, 2022 Direct F3
holding HSIC Common Stock, par value $0.01 per share 476K Dec 30, 2022 By Spouse F4
holding HSIC Common Stock, par value $0.01 per share 9.46K Dec 30, 2022 by 401(k) plan F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Gift, not applicable.
F2 The amount reflected in Column 5 includes the transfer of 11,734 shares from the Bergman Family Trust #2 to Stanley M. Bergman on December 27, 2022.
F3 Represents the surrender of shares to the Issuer to satisfy the reporting person's tax withholding obligation upon the vesting of the reporting person's September 9, 2019 grant of time-based restricted stock units.
F4 Represents (i) 146,802 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) 180 shares held by Mrs. Bergman and (iii) 329,410 shares held by the Bergman Family 2010 Trust #2, LLC of which Marion Bergman, Stanley M. Bergman's wife, is a manager. The amounts in the previous sentence reflect the transfer of 11,734 shares from the Bergman Family 2010 Trust #2 to Stanley M. Bergman on December 27, 2022.
F5 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 December 30, 2022.