-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, P0KIK2zCtxyh+GFHyZGLvysBnGP8NzEGW3nsnRogdDwtXpOE/1Qn4Jkcm+LuZtWS M8IcVcFAy2AXisv+W89ulg== 0001012975-98-000053.txt : 19980218 0001012975-98-000053.hdr.sgml : 19980218 ACCESSION NUMBER: 0001012975-98-000053 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 19980217 SROS: NASD SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: SCHEIN HENRY INC CENTRAL INDEX KEY: 0001000228 STANDARD INDUSTRIAL CLASSIFICATION: RETAIL-CATALOG & MAIL-ORDER HOUSES [5961] IRS NUMBER: 113136595 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: SEC FILE NUMBER: 005-46221 FILM NUMBER: 98542727 BUSINESS ADDRESS: STREET 1: 135 DURYEA RD CITY: MELVILLE STATE: NY ZIP: 11747 BUSINESS PHONE: 5168435500 MAIL ADDRESS: STREET 1: 135 DURYEA RD CITY: MELVILLE STATE: NY ZIP: 11747 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: BERGMAN STANLEY M CENTRAL INDEX KEY: 0001008413 STANDARD INDUSTRIAL CLASSIFICATION: [] FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: C/O HENRY SCHEIN INC STREET 2: 135 DURYEA ROAD CITY: MELVILLE STATE: NY ZIP: 11747 BUSINESS PHONE: 5168435500 MAIL ADDRESS: STREET 1: C/O HENRY SCHEIN INC STREET 2: 135 DURYEA ROAD CITY: MELVILLE STATE: NY ZIP: 11747 SC 13G/A 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN THE STATEMENTS FILED PURSUANT TO RULES 13d-1(b) AND (c) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2(b) UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 3) HENRY SCHEIN, INC. (Name of issuer) Common Stock, par value $0.01 per share (Title of class of securities) 806407102 (CUSIP number) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP No. 806407102 13G 1 NAME OF REPORTING PERSON Stanley M. Bergman S.S. or I.R.S. IDENTIFICATION NO. OF ABOVE PERSON 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [x] 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION United States NUMBER OF 5 SOLE VOTING POWER 17,249 SHARES BENEFICIALLY 6 SHARED VOTING POWER 7,875,367 OWNED BY EACH 7 SOLE DISPOSITIVE POWER 17,249 REPORTING PERSON 8 SHARED DISPOSITIVE POWER 7,875,367 WITH 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 7,892,616 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* [ ] 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 22.5% 12 TYPE OF REPORTING PERSON* IN *SEE INSTRUCTIONS BEFORE FILLING OUT Item 1(a). Name of Issuer: The name of the Issuer is Henry Schein, Inc. (the "Company"). Item 1(b). Address of Issuer's Principal Executive Offices: The address of the Company's principal executive office is 135 Duryea Road, Melville, New York 11747. Item 2(a). Name of Person Filing: The name of the person filing is Stanley M. Bergman. Item 2(b). Address of Principal Business Office or, if None, Residence: The address of Mr. Bergman's principal business office is c/o Henry Schein, Inc., 135 Duryea Road, Melville, New York 11747. Item 2(c). Citizenship: Mr. Bergman is a United States citizen. Item 2(d). Title of Class of Securities This Schedule relates to the Common Stock, par value $.01 per share ("Common Stock") of the Company. Item 2(e). CUSIP Number: The CUSIP number of the Common Stock is 806407102. Item 3. If this statement is filed pursuant to Rule 13d-1(b), or 13d-2(b), check whether the person filing is a: Not Applicable (a) [ ] Broker or Dealer registered under Section 15 of the Act (b) [ ] Bank as defined in section 3(a)(6) of the Act (c) [ ] Insurance Company as defined in section 3(a)(19) of the Act (d) [ ] Investment Company registered under section 8 of the Investment Company Act (e) [ ] Investment Advisor registered under section 203 of the Investment Advisors Act of 1940 (f) [ ] Employee Benefit Plan, Pension Fund which is subject to the provisions of the Employee Retirement Income Security Act of 1974 or Endowment Fund; see 13d-1(b)(1)(ii)(F) (g) [ ] Parent Holding Company, in accordance with 13d-1(b)(1)(ii)(G) (Note: See Item 7) (h) [ ] Group, in accordance with 13d-1(b)(1)(ii)(H) Item 4. Ownership As of December 31, 1997, Mr. Bergman was the beneficial owner of 7,892,616 shares of Common Stock, which represents 22.5% of the class. As of December 31, 1997, Mr. Bergman possessed sole power to vote, or direct the vote of, and dispose, or direct the disposition of, 17,249 shares of Common Stock in accordance with the HSI Agreement (as defined herein). As of December 31, 1997, Mr. Bergman shared the power to vote, or direct the vote of, a total of 7,875,367 shares of Common Stock, including (a) 3,067,825 shares as a voting trustee under two voting trust agreements between Mr. Bergman, the Company and certain of its stockholders and (b) an additional 4,807,542 shares which are subject to the Amended and Restated HSI Agreement ("HSI Agreement"), dated as of February 16, 1994, between certain of the Company's stockholders and the Company and which shares must be voted for the eight of eleven nominees to the Board of Directors that are selected by Mr. Bergman. Of the 3,067,825 shares of Common Stock held in the voting trusts, 2,819,645 shares are currently outstanding and 248,180 shares represent stock options held by parties to one of the voting trusts, which stock options are exercisable within 60 days of December 31, 1997 and which upon exercise would be subject to such voting trust. Item 5. Ownership of Five Percent or Less of a Class Not applicable. Item 6. Ownership of More than Five Percent on Behalf of Another Person. The stockholders which are parties to the voting trust agreements described in Item 4 above have the sole power to direct the receipt of dividends from, or the proceeds from the sale of, the 3,067,825 shares of Common Stock subject to such voting trust agreements. The stockholders which are parties to the HSI Agreement described in Item 4 above have the sole power to direct the receipt of dividends from, or the proceeds from the sale of the 4,807,542 shares of Common Stock subject to the HSI Agreement. Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company Not applicable. Item 8. Identification and Classification of Members of the Group Not applicable. Item 9. Notice of Dissolution of the Group Not applicable. Item 10. Certification Not applicable. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date: February 14, 1998 /s/ Stanley M. Bergman Stanley M. Bergman -----END PRIVACY-ENHANCED MESSAGE-----