Stanley M. Bergman - Mar 3, 2023 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
Mar 3, 2023
Transactions value $
-$4,407,117
Form type
4
Date filed
3/7/2023, 03:15 PM
Previous filing
Mar 3, 2023
Next filing
Mar 15, 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 Award $0 +28.4K +9.8% $0.00 318K Mar 3, 2023 Direct F1
transaction HSIC Common Stock, par value $0.01 per share Tax liability -$3.72M -47.1K -14.8% $78.90 271K Mar 3, 2023 Direct F2
transaction HSIC Common Stock, par value $0.01 per share Tax liability -$692K -8.77K -3.23% $78.90 262K Mar 3, 2023 Direct F3
holding HSIC Common Stock, par value $0.01 per share 488K Mar 3, 2023 By Spouse F4
holding HSIC Common Stock, par value $0.01 per share 9.5K Mar 3, 2023 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 Represents additional shares of the Issuer's common stock issued under the Henry Schein, Inc. 2013 Stock Incentive Plan, (now known as the Henry Schein, Inc. 2020 Stock Incentive Plan) that vested on March 3, 2023 in connection with exceeding the performance target with respect to the reporting person's March 3, 2020 grant of performance-based restricted stock units.
F2 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 March 3, 2020 grant of performance-based restricted stock units.
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 March 3, 2021 grant of time-based restricted stock units.
F4 Represents (i) 158,536 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.
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 March 3, 2023.