Skip to content
Baker Capital StrategiesMARKETS. FILINGS. PERSPECTIVE.
Powered by THEMA

BAKER CAPITAL STRATEGIES

Get the free weekly BCS email.

Selected company filings and market updates, delivered by email. Your first report will follow soon.

  • Your weekly BCS reportMarket updates and links to filings you can explore.
  • THEMA at launchWe’ll send directions for setting up your filing alerts when THEMA officially opens.

One signup for the weekly email and your free THEMA Basic account at launch.

Already registered or a CSW member?Log in to THEMA →

At least 8 characters. This also creates your free THEMA account for launch.

You’re signing up for the weekly BCS email and THEMA launch/setup updates. Unsubscribe using the link in any email. Privacy policy · Terms

BCS

Current Report · Items 5.02, 7.01, 9.01 · 8-K

Henry Schein, Inc.

HSICNASDAQEQUITYCurrent

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · Regulation FD Disclosure

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 8, 2026, Henry Schein, Inc. (the “Company”) announced that (i) Ronald N.…

Filed Oct 8, 2026Accepted Oct 8, 2026, 7:00 AM EDTCIK 1000228Accession 0001193125-26-417409
Share

Company context

Henry Schein, Inc. (Nasdaq: HSIC) is a products, services, and technology platforms company for healthcare customers. With more than 25,000 Team Schein Members worldwide, the Company’s network of trusted advisors provides more than 1 million customers globally with more than 300 valued solutions that help improve operational success and clinical outcomes. Our Business, Clinical, Technology, and Supply Chain solutions help office-based dental and medical practitioners work more efficiently so they can provide quality care more effectively. These solutions also support dental laboratories, government and institutional healthcare clinics, as well as other alternate care sites.

Current securities

Recent company filings

  1. Entry into a Material Definitive Agreement · Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet ArrangementSep 22, 2026
  2. 144 filingAug 14, 2026
  3. 10-Q filingAug 4, 2026
  4. Results of Operations and Financial ConditionAug 4, 2026
  5. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · Regulation FD DisclosureJul 30, 2026

Registered securities in this filing

HENRY SCHEIN INC · 8-K · Filed 2026-10-08

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Common Stock, par value $.01 per share

Symbol
HSIC
Exchange
NASDAQ
Classification
COMMON
Status
Current
Filing context

Context: duration_2026-10-06_to_2026-10-06

Dimensions: Not supplied

Accession 000119312526417409 · 1 registered-security cover member

Read the exact SEC filing ↗

Disclosure sections

Items 5.02, 7.01, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 5.02Item 5.02 - Departure/Election of Directors
Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 8, 2026, Henry Schein, Inc. (the “Company”) announced that (i) Ronald N. South will continue to serve as Senior Vice President and Chief Financial Officer of the Company and as the Company’s principal financial officer and principal accounting officer through November 3, 2026, including through the completion of the Company’s third quarter earnings process, and effective November 4, 2026, Mr. South’s employment will transition to the role of Senior Advisor and (ii) the Board of Directors (the “Board”) approved the appointment of Emmanuel Caprais to initially serve as Senior Financial Advisor of the Company on October 12, 2026, allowing for a structured transition and onboarding period, and effective November 4, 2026 to serve as Senior Vice President, Chief Financial Officer of the Company and as the Company’s principal financial officer and principal accounting officer. In connection with such transition, Mr. South will be entitled to receive the payments and benefits under the Company’s amended and restated Executive Severance Plan (the “Executive Severance Plan”), in accordance with and subject to the terms and conditions of such plan. Mr. Caprais, 51, comes to the Company from ITT Inc. (“ITT”), a global industrial manufacturer, where he served as Senior Vice President and Chief Financial Officer from 2020 to May 2026. Prior to becoming ITT’s Chief Financial Officer, Mr. Caprais served in a number of finance leadership roles at ITT, including Vice President of Finance and Group Chief Financial Officer, with responsibility for ITT’s business unit finance teams, Financial Planning & Analysis and Investor Relations, and as segment Chief Financial Officer for ITT’s Motion Technologies and Industrial Process businesses. Mr. Caprais joined ITT in 2012. Prior to joining ITT, Mr. Caprais held finance leadership roles at Magneti Marelli (now MARELLI) and, earlier, positions of increasing responsibility in finance at Valeo in North America and Europe. Offer Letter with Mr. Caprais In connection with his appointment, Mr. Caprais and the Company entered into an offer letter (the “Offer Letter”). Mr. Caprais will initially serve as Senior Financial Advisor and, effective November 4, 2026, will serve as Senior Vice President, Chief Financial Officer. He will report to Frederick M. Lowery, Chief Executive Officer. Mr. Caprais’ employment is at will and is not for a fixed term. Under the Offer Letter, Mr. Caprais will receive during the employment period an annual base salary of $750,000 and a target annual bonus opportunity of $750,000 under the Company’s Incentive Plan, subject to the attainment of performance criteria established by the Compensation Committee of the Board and subject to the terms and conditions of the Incentive Plan. Mr. Caprais will also be eligible to receive a one-time cash sign-on bonus in the amount of $25,000, payable within 30 days of his start date, subject to continued employment through the payment date and repayment in certain circumstances if his employment terminates within one year of his start date. Additionally, Mr. Caprais will be eligible to participate in the Company’s annual long-term incentive program. His 2027 long-term incentive award is expected to have an estimated grant date fair value of $2,500,000 and to be granted in March 2027, subject to his continued employment through the grant date and the terms and conditions of the Company’s 2024 Stock Incentive Plan (or successor plan) and applicable award agreements. The Offer Letter further provides that, subject to Mr. Caprais’ continued employment through the grant date, he will be eligible to receive a one-time sign-on equity award to be granted in December 2026 with a grant date fair value of $250,000. The equity grant will be allocated as follows: (i) 50% performance-based restricted stock units which will vest on the third anniversary of the grant date subject to the achievement and certification of performance goals; and (ii) 50% time-based restricted stock units which will vest ratably on each of the first four anniversaries of the grant date. Such grant will be subject to the terms and conditions of the Company’s 2024 Stock Incentive Plan (or successor plan) and applicable award agreements. All vesting is subject to Mr. Caprais’ continued employment through the applicable vesting dates, except in the case of certain termination events. In addition, the Company will sponsor and pay reasonable fees and expenses, up to $7,000, associated with the renewal of U.S. permanent resident cards for Mr. Caprais and his immediate family members, as described in the Offer Letter. Subject to Mr. Caprais’ timely execution and non-revocation of a release of claims in a form reasonably satisfactory to the Company, Mr. Caprais will be eligible to receive the benefits provided by the Executive Severance Plan or the Company’s amended and restated Executive Change in Control Plan, as applicable, which for an executive officer, generally provide, upon a qualifying termination not in connection with a change in control, for a pro-rated annual bonus for the year of termination based on actual performance, cash severance equal to 1.5 times the sum of base salary and the average annual bonus paid over the three fiscal years preceding termination, payable in installments over the 18 months period following such termination, pro rata acceleration of performance-based equity awards (subject to actual performance) and time-based equity awards granted prior to January 1, 2027, subsidized COBRA health coverage, and outplacement services, and, in the case of a qualifying termination in connection with a change in control, for severance pay equal to 2.0 times base salary and target bonus, payable in one lump sum, pro rata annual incentive compensation for the year of termination based on actual performance, accelerated vesting of equity and certain retirement benefits, and continued health and welfare benefits, in each case subject to the terms of the applicable plan. In connection with the Offer Letter, Mr. Caprais has entered into a Restrictive Covenant, Confidentiality and Inventions Agreement with the Company (the “Restrictive Covenant Agreement”). Under the Restrictive Covenant Agreement, Mr. Caprais is subject to non-compete, non-solicitation and non-interference covenants during his employment with the Company and for 18 months following termination of employment for any reason, and a perpetual customary confidentiality provision. The foregoing description of the Offer Letter and the Restrictive Covenant Agreement does not purport to be complete and is subject to, and qualified in its entirety by, the full text of the Offer Letter and the Restrictive Covenant Agreement, which are attached hereto as Exhibit 10.1 and Exhibit 10.2, respectively, and incorporated herein by reference. No arrangement or understanding exists between Mr. Caprais and any other person pursuant to which Mr. Caprais was selected to serve as Chief Financial Officer. There have been no related party transactions between the Company or any of its subsidiaries and Mr. Caprais reportable under Item 404(a) of Regulation S-K. Mr. Caprais has no family relationships with any of the Company’s directors or executive officers.
Item 7.01Item 7.01 - Regulation FD Disclosure
Item 7.01 Regulation FD. On October 8, 2026, the Company issued a press release (the “Press Release”) announcing leadership transitions. A copy of the Press Release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this Item 7.01 and the Press Release attached as Exhibit 99.1 are considered furnished to the Securities and Exchange Commission and are not deemed filed for purposes of Section 18 of the Exchange Act.
Filed exhibits (1)
EX-99.1 (by filename) d159348dex991.htm

Exhibit 99.1 Henry Schein Announces Chief Financial Officer Leadership Transition Emmanuel Caprais, former Senior Vice President and CFO of ITT, Inc., to become Henry Schein’s CFO effective November 4, 2026. Mr. Caprais will join the Company in an advisory capacity beginning October 12, 2026, to support a structured transition. ───────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────────── CFO Ronald N. South to transition to Senior Advisor role on November 4, 2026. ───────────────────────────────────────────────────────────────────────────────── Melville, N.Y. (USA) - October 8, 2026: Henry Schein, Inc. (Nasdaq: HSIC) announced today that Emmanuel Caprais, former Senior Vice President and Chief Financial Officer of ITT, Inc. (NYSE: ITT), has been named the Company’s Senior Vice President and Chief Financial Officer effective November 4, 2026. Mr. Caprais will join the Henry Schein Leadership Team (HSLT) and report to Frederick M. Lowery, Chief Executive Officer of Henry Schein. To support a structured transition, Mr. Caprais will initially serve as Senior Financial Advisor beginn…

Open exhibit ↗

Privacy choices

BCS measures page use with Google Analytics using regional consent settings. You can change your preference here. Charts and market data remain available.

Essential functions — always available. Security, navigation, registration and remembering these choices.

Audience analytics

Analytics cookies are off by default for visitors Google identifies in the EEA, UK or Switzerland until allowed. Limited measurement without analytics cookies may still occur under those regional defaults.

TradingView charts, quotes and the economic calendar load automatically as page content. TradingView receives network and browser information and may collect its own usage analytics. This choice controls BCS’s Google Analytics only.

Google advertising is not enabled. Direct sponsor links do not load advertising trackers on BCS.

Turning analytics off stops future Google Analytics activity here. It does not erase information already received by the provider. Read the privacy policy.