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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Results of Operations and Financial Condition. On May 5, 2026, Henry Schein, Inc. issued a press release reporting the financial results for the three months ended March 28, 2026. The full text of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this
Results of Operations and Financial Condition. On February 24, 2026, Henry Schein, Inc. issued a press release reporting the financial results for the three months and full year ended December 27, 2025. The full text of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive Leadership Changes On January 10, 2026, the Board of Directors (the “Board”) of Henry Schein, Inc. (the “Company”) appointed Mr. Frederick Lowery as Chief Executive Officer of the Company, effective March 2, 2026 (the “Effective Date”). In connection with Mr. Lowery’s appointment, the Board expanded the size of the Board from 14 to 15 mem…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On December 23, 2025, Henry Schein, Inc. (the “Company”) issued a press release announcing that its Board of Directors expects to name the Company’s next Chief Executive Officer by mid-January 2026 and that Stanley M. Bergman will continue in his role as CEO and Chairman of the Company until a successor CEO assumes the position. In connection with…
Entry into a Material Definitive Agreement. Amendment of Existing Private Placement Shelf Facilities On December 19, 2025, Henry Schein, Inc. (the “ Company ”) amended its (i) Third Amended and Restated Private Shelf Agreement, dated as of October 20, 2021, by and among the Company, PGIM, Inc. (“ Prudential ”) and each Prudential affiliate party thereto, (ii) Third Amended and Restated Master Note Facility, dated as of October 20, 2021, by and among the Company, NYL Investors LLC (as successo…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information required by this Item is included in
Entry into a Material Definitive Agreement. On December 7, 2025, pursuant to Section 5.10(f) of the Strategic Partnership Agreement, dated January 29, 2025 (as amended, the “Agreement”), between Henry Schein, Inc. (the “Company”) and KKR Hawaii Aggregator L.P. (the “Investor”), the Investor, in its capacity as Investor Representative under the Agreement, notified the Company of its election to exercise the Extension Election. Accordingly, under the terms of the Agreement the Company’s Board o…
Results of Operations and Financial Condition. On November 4, 2025, Henry Schein, Inc. issued a press release reporting the financial results for the three and nine months, ended September 27, 2025. The full text of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) As previously disclosed on April 1, 2025, James Breslawski transitioned from the role of President of Henry Schein, Inc. (the “Company”) to Senior Advisor and member of the Company’s Executive Management Committee (“current role”). On September 5, 2025, Mr. Breslawski transitioned out of his current role. In connection with his transition, Mr.…
Results of Operations and Financial Condition. On August 5, 2025, Henry Schein, Inc. issued a press release reporting the financial results for the three and six months ended June 28, 2025. The full text of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) On July 15, 2025, Henry Schein, Inc. (the “Company”) announced that Stanley M. Bergman will retire as the Company’s Chief Executive Officer (“CEO”), effective December 31, 2025. Mr. Bergman will continue to serve as Chairman of the Board of Directors of the Company following his retirement.
Entry into a Material Definitive Agreement. Amended and Restated Term Loan Credit Agreement On June 6, 2025, Henry Schein, Inc. (the “ Company ”) amended and restated its existing $750 million credit agreement, dated as of July 11, 2023, by and among the Company, the several lenders parties thereto, JPMorgan Chase Bank, N.A., as administrative agent and joint lead arranger, U.S. Bank National Association, as syndication agent and joint lead arranger, and The Toronto-Dominion Bank, New York Br…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information required by this Item is included in
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On May 16, 2025, William K. “Dan” Daniel was appointed to the Company’s board of directors (the “ Board ”) as a director. The Board has determined that Mr. Daniel qualifies as an “independent director” as such term is defined in the rules and regulations of the Nasdaq Stock Market. In connection with Mr. Daniel’s appointment to the Board, the Compa…
Unregistered Sales of Equity Securities. The disclosure in
Entry into a Material Definitive Agreement. Private Placement of Common Stock As previously disclosed, on January 29, 2025, Henry Schein, Inc. (the “ Company ”) entered into a Strategic Partnership Agreement (the “ Partnership Agreement ”) with KKR Hawaii Aggregator L.P. (the “ Investor ”), pursuant to which the Company agreed, among other things, to issue and sell in a private placement to the Investor 3,285,152 shares (the “ Shares ”) of the Company’s common stock, par value $0.01 per share…
Results of Operations and Financial Condition. On May 5, 2025, Henry Schein, Inc. issued a press release reporting the financial results for the three months ended March 29, 2025. The full text of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this
Entry into a Material Definitive Agreement. Letter Agreement to Remove Voting Commitment On May 2, 2025, Henry Schein, Inc. (the “ Company ”) and KKR Hawaii Aggregator L.P., an affiliate of Kohlberg Kravis Roberts & Co. L.P. (“ KKR ”) entered into a letter agreement (the “ Letter Agreement ”) for the purpose of removing KKR’s voting commitment set forth in the Strategic Partnership Agreement, dated January 29, 2025, between the Company and KKR (as amended, supplemented or otherwise modified f…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On May 2, 2025, Max Lin was appointed to the Company’s board of directors (the “ Board ”) as a director. The Board has determined that Mr. Lin qualifies as an “independent director” as such term is defined in the rules and regulations of the Nasdaq Stock Market. In connection with Mr. Lin’s appointment to the Board, the Company increased the size o…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 10, 2025, the Compensation Committee of the Board of Directors (the “Compensation Committee”) of Henry Schein, Inc. (the “Company”) approved the adoption of the Henry Schein, Inc. Executive Severance Plan (the “Severance Plan”), to provide severance benefits to certain executive-level employees in the event their employment with the Compan…
Entry into a Material Definitive Agreement. Letter Agreement on Voting Commitment On April 7, 2025, Henry Schein, Inc. (the “ Company ”) and KKR Hawaii Aggregator L.P. (“KKR”) entered into a Letter Agreement on Voting Commitment (the “ Letter Agreement ”) related to certain voting provisions set forth in the Strategic Partnership Agreement between the Company and KKR dated January 29, 2025 (the “ Partnership Agreement ”). Capitalized terms used but not defined herein shall have the meanings a…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On March 11, 2025, James P. Breslawski, President of Henry Schein, Inc. (the “Company”), informed the Company that effective as of April 1, 2025, he will transition out of the role of President of the Company. Effective as of that date, Mr. Breslawski will assume a new role with the Company as Senior Advisor and remain a member of the Company’s Exe…
Results of Operations and Financial Condition. On February 25, 2025, Henry Schein, Inc. issued a press release reporting the financial results for the three months and full year ended December 28, 2024. The full text of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. The information set forth under
Results of Operations and Financial Condition. On January 29, 2025, the Company and the Investor issued a joint press release reporting, among other things, the preliminary, unaudited financial results of the Company for the fourth quarter and fiscal year ended December 28, 2024. The Company also announced preliminary financial guidance for 2025. The full text of the press release is attached hereto as Exhibit 99.1 and the sections entitled “Preliminary, Unaudited Fourth-Quarter and Full-Year…
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