ScanSource officer plans $174K stock sale

Available on EDGAR 09/11/2026 - 04:35 PM EDT Accepted by SEC EDGAR 09/11/2026 - 04:34 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

SCANSOURCE, INC. (SCSC) received a notice that officer Charles Mathis intends to sell 3,000 shares of Common Stock under Rule 144. The shares have an aggregate market value of $174,000 and are expected to be sold through Merrill Lynch on NASDAQ on or after September 11, 2026.

The shares derive from vested restricted stock unit awards, including 1,700 shares that vested on February 27, 2022 and 1,300 shares that vested on August 26, 2023, granted as part of the issuer’s equity compensation plan.

Key Figures

Shares proposed to be sold: 3,000 shares Aggregate market value: $174,000 RSU-derived shares (February 27, 2022 vesting): 1,700 shares +2 more

5 metrics

Shares proposed to be sold 3,000 shares Common Stock covered by the Rule 144 notice

Aggregate market value $174,000 Value of 3,000 shares of Common Stock listed in the filing

RSU-derived shares (February 27, 2022 vesting) 1,700 shares Common Stock from vesting of restricted stock unit awards

RSU-derived shares (August 26, 2023 vesting) 1,300 shares Common Stock from vesting of restricted stock unit awards

Planned sale date reference September 11, 2026 Date listed with the 3,000-share Rule 144 sale and signature

Key Terms

Rule 144, restricted stock unit awards, equity compensation plan

3 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144"

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

restricted stock unit awards financial

"Vesting of restricted stock unit awards"

Restricted stock unit awards are company promises to deliver a specific number of shares to employees or service providers in the future once conditions—such as staying with the company for a set time or meeting performance targets—are met. They matter to investors because when the promises convert into actual shares they increase the total share count and can reduce earnings per share, while also aligning recipients’ interests with stock performance much like deferred pay that turns into ownership if goals are met.

equity compensation plan financial

"Granted as part of issuer equity compensation plan"

A plan by which a company gives employees, directors or contractors ownership or the right to buy ownership in the company through stock, options or similar awards — think of promising slices of the company pie as part of someone's pay. It matters to investors because these awards can change the number of shares outstanding, affect reported profits and influence management’s decisions; large or generous plans can dilute existing holders and alter incentives over time.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 144 filing disclose for SCANSOURCE, INC. (SCSC)?

The filing discloses that officer Charles Mathis intends to sell 3,000 shares of SCANSOURCE, INC. Common Stock under Rule 144, with an aggregate market value of $174,000, through Merrill Lynch on NASDAQ on or after September 11, 2026.

How many SCSC shares are covered by this Rule 144 notice and what is their value?

The notice covers 3,000 shares of SCANSOURCE, INC. Common Stock with an aggregate market value of $174,000. These figures are reported in the securities information section of the Form 144 filing.

Who is selling SCSC shares under this Form 144 and in what capacity?

The seller is Charles Mathis, identified in the filing as an officer of SCANSOURCE, INC. The Form 144 is filed for his account in connection with a planned sale of 3,000 shares of Common Stock under Rule 144.

What is the origin of the SCSC shares to be sold under this Form 144?

The 3,000 shares originate from vested restricted stock unit awards: 1,700 shares vested on February 27, 2022 and 1,300 shares vested on August 26, 2023, each granted as part of the issuer’s equity compensation plan.

Which broker and market are involved in the planned SCSC share sale?

The Form 144 states that the securities are to be sold through Merrill Lynch, with trades listed as occurring on NASDAQ. The filing lists an aggregate of 3,000 shares of SCANSOURCE, INC. Common Stock for potential sale on or after September 11, 2026.

What key dates are associated with the SCSC Form 144 filing?

Key dates include vesting dates of February 27, 2022 for 1,700 RSU-derived shares and August 26, 2023 for 1,300 RSU-derived shares, and a listed date of September 11, 2026 associated with the planned Rule 144 sale and the filer’s signature.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001438831
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	SCANSOURCE, INC.
SEC File Number	000-26926
Address of Issuer	6 LOGUE COURT GREENVILLE SOUTH CAROLINA 29615
Phone	800.944.2432
Name of Person for Whose Account the Securities are To Be Sold	Mathis Charles Alexander
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common Stock	Merrill Lynch 225 Liberty Street Floor 37 New York NY 10281	3000	174000.00	20142812	09/11/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common Stock	02/27/2022	Vesting of restricted stock unit awards	SCANSOURCE, INC.			1700	02/27/2022	Granted as part of issuer equity compensation plan
Common Stock	08/26/2023	Vesting of restricted stock unit awards	SCANSOURCE, INC.			1300	08/26/2023	Granted as part of issuer equity compensation plan

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks
Date of Notice	09/11/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	Charles Mathis
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)