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 | 10,790 |
Reported balance
After 2026-03-06 transaction · row 1
1 source rowRow 1 · 2026-03-06 · Grant · Acquired 2,577 · Balance 10,790 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. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Trust | 1,000 |
Reported balance
Holding disclosure · report date 2026-03-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,000 F2: Represents shares held by the Serota Family Trust, dated May 24, 2013 of which Mr. Serota and his wife are both the trustees and beneficiaries. |
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.
F2: Represents shares held by the Serota Family Trust, dated May 24, 2013 of which Mr. Serota and his wife are both the trustees and beneficiaries.
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 20:35 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001898921-26-000002 · ownership.xml · nonDerivative · entry 1 Serota Scott Philip · CIK 0001898921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,790 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 21:43 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,844 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-034801 · ownership.xml · nonDerivative · entry 2 Serota Scott Philip · CIK 0001898921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,213 F2 · 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, 2025 Filed Mar 6, 2025 21:43 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 572 | $70.31 | $40,217.32 |
DisclosureSEC source: 0000950170-25-034801 · ownership.xml · nonDerivative · entry 1 Serota Scott Philip · CIK 0001898921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,369 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 4, 2024 grant of time-based restricted stock/units. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 22:15 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock par value $0.01 per share | 2,604 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-026271 · ownership.xml · nonDerivative · entry 2 Serota Scott Philip · CIK 0001898921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,941 F2 · 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, 2024 Filed Mar 5, 2024 22:15 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock par value $0.01 per share | 495 | $76.88 | $38,055.60 |
DisclosureSEC source: 0000950170-24-026271 · ownership.xml · nonDerivative · entry 1 Serota Scott Philip · CIK 0001898921 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,337 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 time-based restricted stock units. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 20:22 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | Tax withholdingCommon Stock, par value $0.01 per share | 446 | $78.15 | $34,854.90 |
DisclosureSEC source: 0001209191-23-019634 · doc4.xml · nonDerivative · entry 1 Serota Scott Philip · CIK 0001898921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,832 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 01, 2023 Filed Mar 3, 2023 22:01 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015681 · doc4.xml · nonDerivative · entry 1 Serota Scott Philip · CIK 0001898921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,278 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 19, 2022 00:05 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020155 · doc4.xml · nonDerivative · entry 1 Serota Scott Philip · CIK 0001898921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,028 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 04, 2022 Filed Mar 4, 2022 22:14 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | PurchaseCommon Stock, par value $0.01 per share | 1,000 | $85.87 | $85,870.00 |
DisclosureSEC source: 0001209191-22-016396 · doc4.xml · nonDerivative · entry 1 Serota Scott Philip · CIK 0001898921 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 1,000 F1 · ownership.nature: Represents shares held by the Serota Family Trust, dated May 24, 2013 of which Mr. Serota 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.