Form 4 for HSIC Henry Schein
Accepted 2021-12-15 00:00:00 ET · period of report 2021-12-14 · accession 0001209191-21-069766 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MI | 2021-12-15 | 2021-03-05+ | HSIC | BERGMAN STANLEY M | COB, CEO, Dir | G - Gift | — | -7,607 | 624.0K | -1% | — |
| M | 2021-12-15 | 2021-05-18+ | HSIC | BERGMAN STANLEY M | COB, CEO, Dir | G - Gift | — | -12.0K | 295.3K | -4% | — |
| MI | 2021-12-15 | 2021-12-14 | HSIC | BERGMAN STANLEY M | COB, CEO, Dir | S - Sale | $75.43 | -30.0K | 587.2K | -5% | -$2.26M |
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 | 2021-05-25 | G | D | 372 | — | 618,628 | I By Spouse | — | — | (F1) Gift, not applicable. (F7) Represents (i) 277,895 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. |
| 2 | Common | Common Stock, par value $0.01 per share | 2021-05-28 | G | D | 310 | — | 286,546 | D By Spouse | — | — | (F1) Gift, not applicable. (F8) Represents (i) 277,511 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. The amounts in the previous sentence reflect the transfer by the Bergman Family Trust #2 of 384 shares of Common Stock to Mrs. Bergman on November 24, 2021 and the subsequent gifting of those 384 shares by Mrs. Bergman on November 26, 2021. |
| 3 | Common | Common Stock, par value $0.01 per share | 2021-06-15 | G | D | 975 | — | 285,571 | D By Spouse | — | — | (F1) Gift, not applicable. (F9) Represents (i) 277,255 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. The amounts in the previous sentence reflect the transfer by the Bergman Family Trust #2 of 256 shares of Common Stock to Mrs. Bergman on December 13, 2021 and the subsequent gifting of those 256 shares by Mrs. Bergman on December 13, 2021. |
| 4 | Common | Common Stock, par value $0.01 per share | 2021-08-16 | G | D | 718 | — | 284,853 | D By Spouse | — | — | (F1) Gift, not applicable. (F12) Represents (i) 250,456 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. |
| 5 | Common | Common Stock, par value $0.01 per share | 2021-09-13 | G | D | 400 | — | 284,453 | D By Spouse | — | — | (F1) Gift, not applicable. (F14) Represents (i) 247,255 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. |
| 6 | Common | Common Stock, par value $0.01 per share | 2021-09-13 | G | D | 373 | — | 618,255 | I | — | — | (F1) Gift, not applicable. |
| 7 | Common | Common Stock, par value $0.01 per share | 2021-11-09 | G | D | 373 | — | 617,882 | I | — | — | (F1) Gift, not applicable. |
| 8 | Common | Common Stock, par value $0.01 per share | 2021-11-09 | G | D | 373 | — | 284,080 | D | — | — | (F1) Gift, not applicable. |
| 9 | Common | Common Stock, par value $0.01 per share | 2021-11-26 | G | D | 384 | — | 617,498 | I | — | — | (F1) Gift, not applicable. |
| 10 | Common | Common Stock, par value $0.01 per share | 2021-12-13 | G | D | 256 | — | 617,242 | I | — | — | (F1) Gift, not applicable. |
| 11 | Common | Common Stock, par value $0.01 per share | 2021-12-14 | S | D | 26,799 | $75.35 | 590,443 | I | — | — | (F10) The sales transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 sales plan of the Bergman Family 2010 Trust #2 dated November 9, 2021. (F11) The price reflects a weighted average of sales made at prices ranging from $75.00 to $75.95 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction. |
| 12 | Common | Common Stock, par value $0.01 per share | 2021-12-14 | S | D | 3,201 | $76.08 | 587,242 | I | — | — | (F10) The sales transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 sales plan of the Bergman Family 2010 Trust #2 dated November 9, 2021. (F13) The price reflects a weighted average of sales made at prices ranging from $76.00 to $76.16 per share. The Reporting Person, upon request by the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, will provide full information regarding the number of shares sold at each separate price for this transaction. |
| 13 | Common | Common Stock, par value $0.01 per share | 2021-05-24 | G | D | 310 | — | 619,000 | I By Spouse | — | — | (F1) Gift, not applicable. (F6) Represents (i) 277,895 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) 474 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. |
| 14 | Common | Common Stock, par value $0.01 per share | 2021-05-21 | G | D | 4,659 | — | 619,310 | I By Spouse | — | — | (F1) Gift, not applicable. (F5) Represents (i) 277,895 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) 847 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. |
| 15 | Common | Common Stock, par value $0.01 per share | 2021-05-20 | G | D | 8,490 | — | 286,856 | D By Spouse | — | — | (F1) Gift, not applicable. (F4) Represents (i) 277,895 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) 1,219 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. |
| 16 | Common | Common Stock, par value $0.01 per share | 2021-03-05 | G | D | 880 | — | 623,969 | I By Spouse | — | — | (F1) Gift, not applicable. (F2) Represents (i) 283,895 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) 188 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. |
| 17 | Common | Common Stock, par value $0.01 per share | 2021-05-18 | G | D | 690 | — | 295,346 | D By Spouse | — | — | (F1) Gift, not applicable. (F3) Represents (i) 277,895 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) 1,529 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. The amounts in the previous sentence reflect the transfer by the Bergman Family Trust #2 of 6,000 shares of Common Stock to Mrs. Bergman on May 20, 2021 and the subsequent gifting of 4,659 of those shares by Mrs. Bergman on May 21, 2021. |