Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COVETRUS, INC.CVET · Entity 123087 | Director | February 04, 2019 | February 04, 2019 |
| HENRY SCHEIN INCHSIC · Entity 3536 | EVP, Chief Strategic Officer | March 16, 2026 | March 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COVETRUS, INC.
Report date February 04, 2019 · Filed February 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially owned.SEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-02-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
HENRY SCHEIN INC
Report date March 16, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 98,372 |
Reported balance
After 2026-03-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-16 · Tax withholding · Disposed 5,928 · Balance 98,372 F1: 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 16, 2022 grant of time-based restricted stock units. F2: Includes shares of Issuer's common stock held in joint tenancy with reporting person's spouse. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectAs Trustee of trusts for the benefit of family members. | 7,416 |
Reported balance
Holding disclosure · report date 2026-03-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,416 |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy 401(k) plan | 4,086 |
Reported balance
Holding disclosure · report date 2026-03-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,086 F3: 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 16, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 16, 2022 grant of time-based restricted stock units.
F2: Includes shares of Issuer's common stock held in joint tenancy with reporting person's spouse.
F3: 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 16, 2026.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2019 Filed Mar 5, 2019 21:31 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 3,385 | $60.07 | $203,336.95 |
DisclosureSEC source: 0001209191-19-016518 · doc4.xml · nonDerivative · entry 1 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,135 F1 · shares: 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, 2015 grant of time-based restricted stock/units. (Actual vesting date of March 3, 2019 was a non-business day so vesting occurred on the preceding business day.) F2 · balance_after: The number of restricted stock/units included in Column 5 of Table 1 was adjusted in connection with the spin-off and subsequent merger of the Issuer's animal health business on February 7, 2019 (the "Spin-Off"). The adjustment reflects the product of (i) the number of restricted stock/unit awards immediately prior to the Spin-Off and (ii) a ratio equal to a fraction, with the numerator equal to the average of the high and low pre-Spin-Off trading prices of the Issuer's common stock on February 6, 2019 (the "Issuer Pre-Spin-Off Price") and the denominator equal to the difference between (A) the Issuer Pre-Spin-Off Price and (B) the product of (x) 0.4 and (y) the average of the high and low trading prices of the common stock of Covetrus, Inc. (the combined company resulting from the Spin-Off) on February 8, 2019, the trading day immediately following the distribution date of the Spin-Off. Read SEC document |
| December 05, 2018 Filed Feb 6, 2019 21:23 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GiftCommon Stock, par value $0.01 per share | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-007730 · doc5.xml · nonDerivative · entry 1 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,181 F1 · price: Gift, not applicable. Read SEC document |
| June 12, 2018 Filed Jun 13, 2018 20:27 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | SaleCommon Stock, par value $0.01 per share | 10,359 | $72.73 | $753,410.07 |
DisclosureSEC source: 0001209191-18-037465 · doc4.xml · nonDerivative · entry 1 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,506 F1 · price: The price reflects a weighted average of sales made at prices ranging from $72.37 to $73.05 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. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:21 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 6,051 | $65.19 | $394,464.69 |
DisclosureSEC source: 0001209191-18-017234 · doc4.xml · nonDerivative · entry 3 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,865 F3 · shares: 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, 2015 grant of performance-based restricted stock/units. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:21 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 1,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017234 · doc4.xml · nonDerivative · entry 2 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,916 F2 · shares: Represents additional shares of the issuer's common stock issued under the Henry Schein, Inc. 2013 Stock Incentive Plan, as may be amended from time to time (formerly known as the Henry Schein, Inc. 1994 Stock Incentive Plan) that vested on March 2, 2018 in connection with exceeding the performance target with respect to the reporting person's March 3, 2015 grant of performance-based restricted stock/units. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:21 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 18,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017234 · doc4.xml · nonDerivative · entry 1 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,882 F1 · shares: Grant of restricted stock units (RSU) pursuant to the Issuer's 2013 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 performance 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). Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:15 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 2,272 | $67.21 | $152,701.12 |
DisclosureSEC source: 0001209191-18-014983 · doc4.xml · nonDerivative · entry 1 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,628 F1 · shares: 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 February 27, 2014 grant of time-based restricted stock/units. Read SEC document |
| December 21, 2017 Filed Feb 13, 2018 22:28 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GiftCommon Stock,par value $.01 per share | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009679 · doc5.xml · nonDerivative · entry 4 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,900 F1 · price: Gift, not applicable. Read SEC document |
| December 21, 2017 Filed Feb 13, 2018 22:28 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GiftCommon Stock,par value $.01 per share | 558 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009679 · doc5.xml · nonDerivative · entry 3 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,248 F1 · price: Gift, not applicable. Read SEC document |
| December 21, 2017 Filed Feb 13, 2018 22:28 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GiftCommon Stock,par value $.01 per share | 698 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009679 · doc5.xml · nonDerivative · entry 2 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,806 F1 · price: Gift, not applicable. Read SEC document |
| December 21, 2017 Filed Feb 13, 2018 22:28 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GiftCommon Stock,par value $.01 per share | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009679 · doc5.xml · nonDerivative · entry 1 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,504 F1 · price: Gift, not applicable. F2 · balance_after: On September 14, 2017, the common stock of Henry Schein, Inc. split two-for-one (for shares held on the record date of September 1, 2017), resulting in the reporting person's ownership of additional shares of common stock. Read SEC document |
| March 17, 2017 Filed Mar 20, 2017 20:24 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | SaleCommon Stock, par value $.01 per share | 5,559 | $170.98 | $950,477.82 |
DisclosureSEC source: 0001209191-17-021714 · doc4.xml · nonDerivative · entry 1 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,426 Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 21:20 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $.01 per share | 8,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019258 · doc4.xml · nonDerivative · entry 1 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,985 F1 · shares: Grant of restricted stock units (RSUs) pursuant to the Issuer's 2013 Stock Incentive Plan. Subject to certain exceptions, 65% will vest subject to (x) Issuer's achievement of a specified perf. goal and (y) reporting person's continued performance of services for the Issuer. 35% will vest subject to (x) passage of a specified period of time and (y) reporting person's continued performance of services for the Issuer. With respect to the perf.-based RSUs, 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 perf. 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 perf. goal achieved that is below 100% of target (i.e., shortfall). Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:29 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 1,978 | $172.00 | $340,216.00 |
DisclosureSEC source: 0001209191-17-017570 · doc4.xml · nonDerivative · entry 1 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,794 F1 · shares: 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 1, 2013 grant of time-based restricted stock/units. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 21:16 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 5,185 | $173.54 | $899,804.90 |
DisclosureSEC source: 0001209191-17-015837 · doc4.xml · nonDerivative · entry 2 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,772 F2 · shares: 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 February 27, 2014 grant of performance-based restricted stock/units. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 21:16 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 5,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015837 · doc4.xml · nonDerivative · entry 1 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,957 F1 · shares: Represents additional shares of the Issuer's common stock issued under the Henry Schein, Inc. 2013 Stock Incentive Plan, as may be amended from time to time, that vested on February 27, 2017 in connection with exceeding the performance target with respect to the reporting person's February 27, 2014 grant of performance-based restricted stock/units. Read SEC document |
| December 14, 2016 Filed Feb 10, 2017 21:25 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GiftCommon Stock, par value $0.01 per share | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009543 · doc5.xml · nonDerivative · entry 2 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,654 F1 · price: Gift, not applicable. Read SEC document |
| December 09, 2016 Filed Feb 10, 2017 21:25 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GiftCommon Stock, par value $0.01 per share | 635 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009543 · doc5.xml · nonDerivative · entry 1 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,821 F1 · price: Gift, not applicable. Read SEC document |
| November 03, 2016 Filed Nov 4, 2016 21:05 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | SaleCommon Stock, par value $.01 per share | 2,417 | $155.19 | $375,094.23 |
DisclosureSEC source: 0001209191-16-148464 · doc4.xml · nonDerivative · entry 1 MLOTEK MARK E · CIK 0001194352 · Director · EVP, Chief Strategic Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,456 F1 · price: The price reflects a weighted average of sales made at prices ranging from $155.11 to $155.23 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.