Form 4 for HSIC Henry Schein
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0000950170-24-026341 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-03-05 | 2024-03-04 | HSIC | BERGMAN STANLEY M | COB, CEO, Dir | A - Grant | $0.00 | +101.1K | 269.8K | +60% | $0 | |
| I | 2024-03-05 | 2024-03-01 | HSIC | BERGMAN STANLEY M | COB, CEO, Dir | J - Other | $0.00 | -3,500 | 477.9K | -0.7% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock, par value $0.01 per share | 2024-03-04 | A | A | 101,117 | $0.00 | 269,750 | D | — | — | (F3) Grant of restricted stock units (RSU) pursuant to the Issuer's 2020 Stock Incentive Plan. Subject to certain exceptions, 65% 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. 35% 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). |
| 2 | Common | Common Stock, par value $0.01 per share | 2024-03-01 | J | D | 3,500 | $0.00 | 477,950 | I By Spouse | — | — | (F1) The transfer of shares in this tansaction represents the decanting of the shares by the Bergman Family 2010 Trust #2 to a related trust. (F2) Represents (i) 124,502 shares held by the Bergman Family 2010 Trust #2, of which Mrs. Bergman, Stanley M. Bergman's wife, is a co-trustee and a beneficiary; (ii) 180 shares held by Mrs.Bergman; (iii) 329,410 shares held by the Bergman Family 2010 Trust #2, LLC, of which Mrs. Bergman is a manager; and (iv) 23,858 shares held by the SBMB GST Trusts Partners LLC, of which Mrs. Bergman is a manager. |