Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HENRY SCHEIN INCHSIC · Entity 3536 | Director | March 06, 2026 | March 09, 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 06, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock par value $0.01 per shareSEC Table I · non-derivative | Direct | 30,325 |
Reported balance
After 2026-03-06 transaction · row 1
1 source rowRow 1 · 2026-03-06 · Grant · Acquired 2,577 · Balance 30,325 F1: Acquired pursuant to the Issuer's 2023 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock units will vest subject to (i) the passage of a specified period of time (12-months cliff vesting) and (ii) the reporting person's continued performance of services for the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired pursuant to the Issuer's 2023 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock units will vest subject to (i) the passage of a specified period of time (12-months cliff vesting) and (ii) the reporting person's continued performance of services for the Issuer.
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 06, 2026 Filed Mar 9, 2026 20:25 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock par value $0.01 per share | 2,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001229873-26-000002 · ownership.xml · nonDerivative · entry 1 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,325 F1 · shares: Acquired pursuant to the Issuer's 2023 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock units will vest subject to (i) the passage of a specified period of time (12-months cliff vesting) and (ii) the reporting person's continued performance of services for the Issuer. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 21:24 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock par value $0.01 per share | 2,844 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-034724 · ownership.xml · nonDerivative · entry 1 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,748 F1 · shares: Acquired pursuant to the Issuer's 2023 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock/units will vest subject to (i) the passage of a specified period of time and (i) the reporting person's continued performance of services for the Issuer. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:48 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,604 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-026150 · ownership.xml · nonDerivative · entry 1 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,904 F1 · shares: Acquired pursuant to the Issuer's 2023 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock/units will vest subject to (i) the passage of a specified period of time and (i) the reporting person's continued performance of services for the Issuer. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:43 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015601 · doc4.xml · nonDerivative · entry 1 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,300 F1 · shares: Acquired pursuant to the Issuer's 2015 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock/units will vest subject to (i) the passage of a specified period of time and (ii) the reporting person's continued performance of services for the Issuer. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 23:43 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020132 · doc4.xml · nonDerivative · entry 1 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,050 F1 · shares: Acquired pursuant to the Issuer's 2015 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock/units will vest subject to (i) the passage of a specified period of time and (ii) the reporting person's continued performance of services for the Issuer. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:46 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-018255 · doc4.xml · nonDerivative · entry 1 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,022 F1 · shares: Acquired pursuant to the Issuer's 2015 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock/units will vest subject to (i) the passage of a specified period of time and (ii) the reporting person's continued performance of services for the Issuer. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 21:21 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016610 · doc4.xml · nonDerivative · entry 1 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,232 F1 · shares: Acquired pursuant to the Issuer's 2015 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock/units will vest subject to (i) the passage of a specified period of time and (ii) the reporting person's continued performance of services for the Issuer. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 22:12 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017436 · doc4.xml · nonDerivative · entry 1 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,343 F1 · shares: Acquired pursuant to the Issuer's 2015 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock/units will vest subject to (i) the passage of a specified period of time and (ii) the reporting person's continued performance of services for the Issuer. 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. F3 · balance_after: The number of restricted stock/units included in Column 5 of Table I includes 1,534 shares previously held by the Herring Family Revocable Trust, of which Mr. Herring was a beneficiary and trustee. These shares are now held by Mr. Herring directly. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:39 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017290 · doc4.xml · nonDerivative · entry 1 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,089 F1 · shares: Acquired pursuant to the Issuer's 2015 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock units will vest subject to (i) the passage of a specified period of time and (ii) the reporting person's continued performance of services for the Issuer. 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 20, 2017 Filed Mar 21, 2017 20:27 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 500 | $171.81 | $85,905.00 |
DisclosureSEC source: 0001209191-17-022038 · doc4.xml · nonDerivative · entry 1 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,623 F1 · price: The price reflects a weighted average of sales made at prices ranging from $171.81 to $171.82 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 20, 2017 Filed Mar 27, 2017 22:01 UTC Amendment | HENRY SCHEIN INC HSIC · Entity 3536 | PurchaseCommon Stock, par value $0.01 per share | 500 | $171.81 | $85,905.00 |
DisclosureSEC source: 0001209191-17-022997 · doc4a.xml · nonDerivative · entry 1 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 767 F1 · kind: This amended Form 4 is being filed to correct the Transaction Code, correct footnote (1) in the original Form 4 and separate the form of the Reporting Person's beneficial ownership between direct and indirect. F2 · price: The price reflects a weighted average of purchases made at prices ranging from $171.81 to $171.82 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 purchased at each separate price for this transaction. F3 · balance_after: Includes 267 shares that were purchased by the Herring Family Revocable Trust in November of 2016 for which a late Form 4 is being filed on the date of this filing. F4 · ownership.nature: Represents shares held by the Herring Family Revocable Trust of which Mr. Herring and his wife are both the trustees and beneficiaries. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 21:10 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 1,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019236 · doc4.xml · nonDerivative · entry 1 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,123 F1 · shares: Acquired pursuant to the Issuer's 2015 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock units will vest subject to (i) the passage of a specified period of time and (ii) the report person's continued performance of services for the Issuer. Read SEC document |
| November 30, 2016 Filed Mar 27, 2017 21:58 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | PurchaseCommon Stock, par value $0.01 per share | 71 | $149.10 | $10,586.10 |
DisclosureSEC source: 0001209191-17-022996 · doc4.xml · nonDerivative · entry 2 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 767 F2 · balance_after: Includes 500 shares acquired by the Reporting Person subsequent to the acquisitions reported in this Form 4, as reflected in the Form 4 filed by the Reporting Person with the Securities and Exchange Commission on March 21, 2017, as amended on March 27, 2017. F3 · ownership.nature: Represents shares held by the Herring Family Revocable Trust of which Mr. Herring and his wife are both the trustees and beneficiaries. Read SEC document |
| November 03, 2016 Filed Mar 27, 2017 21:58 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | PurchaseCommon Stock, par value $0.01 per share | 196 | $156.09 | $30,593.64 |
DisclosureSEC source: 0001209191-17-022996 · doc4.xml · nonDerivative · entry 1 HERRING JOSEPH L · CIK 0001229873 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 767 F1 · price: The price reflects a weighted average of purchases made at prices ranging from $154.98 to $156.95 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 purchased at each separate price for this transaction. F2 · balance_after: Includes 500 shares acquired by the Reporting Person subsequent to the acquisitions reported in this Form 4, as reflected in the Form 4 filed by the Reporting Person with the Securities and Exchange Commission on March 21, 2017, as amended on March 27, 2017. F3 · ownership.nature: Represents shares held by the Herring Family Revocable Trust of which Mr. Herring and his wife are both the trustees and beneficiaries. 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.