Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HENRY SCHEIN INCHSIC · Entity 3536 | SVP & Chief Financial 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.
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 | 88,930 |
Reported balance
After 2026-03-16 transaction · row 1
1 source rowRow 1 · 2026-03-16 · Tax withholding · Disposed 5,216 · Balance 88,930 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. |
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.
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 16, 2026 Filed Mar 17, 2026 20:17 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 5,216 | $74.61 | $389,165.76 |
DisclosureSEC source: 0001924845-26-000006 · ownership.xml · nonDerivative · entry 1 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,930 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 16, 2022 grant of time-based restricted stock units. Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 21:10 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 20,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001924845-26-000004 · ownership.xml · nonDerivative · entry 1 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,146 F1 · shares: Grant of restricted stock units pursuant to the Issuer's 2024 Stock Incentive Plan. Subject to certain exceptions, (i) 50% will vest on the third anniversary of the grant date upon Issuer's achievement of specified performance goals ("PSUs") and (ii) 50% will vest ratably on each of the first four anniversaries of the grant date ("RSUs"), in each case subject to continued service through the applicable vesting date. The payout for PSUs scale with performance, ranging from 0% to a maximum of 200%. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 13:30 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 709 | $82.39 | $58,414.51 |
DisclosureSEC source: 0001924845-26-000002 · ownership.xml · nonDerivative · entry 2 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,850 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, 2023 grant of performance-based restricted stock/units. (Actual vesting date of March 1, 2026 was a non-business day so vesting occurred on the preceding business day.) Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 13:30 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Disposition to issuerCommon Stock, par value $0.01 per share | 6,815 | $0.00 | $0.00 |
DisclosureSEC source: 0001924845-26-000002 · ownership.xml · nonDerivative · entry 1 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,559 Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 20:49 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Disposition to issuerCommon Stock, par value $0.01 per share | 6,954 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-040415 · ownership.xml · nonDerivative · entry 1 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,374 Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 20:35 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 19,880 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-037227 · ownership.xml · nonDerivative · entry 1 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,328 F1 · shares: Grant of restricted stock units (RSU) pursuant to the Issuer's 2024 Stock Incentive Plan. Subject to certain exceptions, 50% will vest subject to (x) Issuer's achievement of specified performance goals and (y) reporting person's continued perf. of services for the Issuer. 50% 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 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 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 |
| March 03, 2025 Filed Mar 4, 2025 22:02 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 1,485 | $70.81 | $105,152.85 |
DisclosureSEC source: 0000950170-25-032373 · ownership.xml · nonDerivative · entry 1 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,448 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 2021 grant of time-based restricted stock units. Read SEC document |
| March 09, 2024 Filed Mar 11, 2024 21:17 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 20,064 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029432 · ownership.xml · nonDerivative · entry 1 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,933 F1 · shares: Grant of restricted stock units (RSU) pursuant to the Issuer's 2020 Stock Incentive Plan. Subject to certain exceptions, 50% 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. 50% 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). Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:24 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 867 | $76.88 | $66,654.96 |
DisclosureSEC source: 0000950170-24-026289 · ownership.xml · nonDerivative · entry 1 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,869 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, 2020 grant of time-based restricted stock/units. (Actual vesting date of March 3, 2024 was a non-business day so vesting occurred on the preceding business day.) Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 21:50 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 842 | $78.90 | $66,433.80 |
DisclosureSEC source: 0001209191-23-016802 · doc4.xml · nonDerivative · entry 4 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,736 F4 · 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 5, 2019 grant of time-based restricted stock units. (Actual vesting date of March 5, 2023 was a non-business day so vesting occurred on the preceding business day.) Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 21:50 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 224 | $78.90 | $17,673.60 |
DisclosureSEC source: 0001209191-23-016802 · doc4.xml · nonDerivative · entry 3 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,578 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, 2021 grant of time-based restricted stock units. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 21:50 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 1,278 | $78.90 | $100,834.20 |
DisclosureSEC source: 0001209191-23-016802 · doc4.xml · nonDerivative · entry 2 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,802 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 March 3, 2020 grant of performance-based restricted stock units. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 21:50 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 1,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016802 · doc4.xml · nonDerivative · entry 1 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,080 F1 · shares: 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. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:08 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 17,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015708 · doc4.xml · nonDerivative · entry 1 South Ronald N. · CIK 0001924845 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,925 F1 · shares: Grant of restricted stock units (RSU) pursuant to the Issuer's 2020 Stock Incentive Plan. Subject to certain exceptions, 50% 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. 50% 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). 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.