Form 4 for HSIC Henry Schein
Accepted 2023-03-15 00:00:00 ET · period of report 2023-03-13 · accession 0001209191-23-018970 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| I | 2023-03-15 | 2023-03-15 | HSIC | BERGMAN STANLEY M | COB, CEO, Dir | J - Other | $0.00 | -13.8K | 498.2K | -3% | $0 |
| M | 2023-03-15 | 2023-03-13+ | HSIC | BERGMAN STANLEY M | COB, CEO, Dir | G - Gift | $0.00 | -23.7K | 281.5K | -8% | $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 | 2023-03-15 | J | D | 13,800 | $0.00 | 498,184 | I | — | — | (F5) The transfer of shares in this transaction represents the decanting of the shares by the Bergman Family 2010 Trust #2 to a related trust. (F6) Represents (i) 144,736 shares held by the Bergman Family 2010 Trust #2, of which Mrs. Bergman, 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. (F7) The amount in Footnote 6 includes the transfer of 11,929 shares from Stanley M. Bergman to the Edward J. Bergman 2011 GST Trust and 11,929 shares from Stanley M. Bergman to the Paul I. Bergman 2011 GST Trust both on March 15, 2023, and the subsequent contribution of those 23,858 shares to the SBMB GST Trusts Partners LLC on March 15, 2023. |
| 2 | Common | Common Stock, par value $0.01 per share | 2023-03-15 | G | D | 3,861 | $0.00 | 214,732 | D | — | — | (F1) Gift, not applicable. (F4) The amount reflected in Column 5 reflects the transfer on March 15, 2023 of (i) 11,929 shares from Stanley M. Bergman to the Edward J. Bergman 2011 GST Trust, of which Mrs. Bergman, Stanley M. Bergman's wife, is a co-trustee and (ii) 11,929 shares from Stanley M. Bergman to the Paul I. Bergman 2011 GST Trust, of which Mrs. Bergman is a co-trustee. |
| 3 | Common | Common Stock, par value $0.01 per share | 2023-03-14 | G | D | 14,080 | $0.00 | 242,451 | D | — | — | (F1) Gift, not applicable. (F3) The amount reflected in Column 5 includes the transfer of 25,000 shares from Stanley M. Bergman to the Bergman Family Trust #2 on March 14, 2023. |
| 4 | Common | Common Stock, par value $0.01 per share | 2023-03-13 | G | D | 5,773 | $0.00 | 281,531 | D By Spouse | — | — | (F1) Gift, not applicable. (F2) The amount reflected in Column 5 includes the transfer of 25,000 shares from the Bergman Family Trust #2 to Stanley M. Bergman on March 13, 2023. |