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SCSC Form 4: SEVP & CFO Withholds 6,133 Shares for Taxes

Filing Impact
(Neutral)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Stephen Jones, listed as SEVP & CFO of ScanSource, Inc. (SCSC), reported non-market dispositions tied to restricted stock unit tax withholding. On 08/25/2025 he surrendered 1,537 shares at a reported price of $44.34, leaving 77,700 shares beneficially owned; on 08/26/2025 he surrendered 4,596 shares at $43.57, leaving 73,104 shares. The form states these withholdings were made to satisfy tax obligations upon RSU vesting and classifies the transactions as non-market (Code F). The filing is signed by an attorney-in-fact, J. Creighton Lynes, dated 08/27/2025.

Positive

  • None.

Negative

  • None.

Insights

TL;DR Officer reported routine RSU tax withholdings; two small dispositions reduced reported holdings modestly.

The transactions reflect tax-related share withholding rather than cash sales, with 1,537 and 4,596 shares surrendered across two dates at reported prices of $44.34 and $43.57. These movements reduced beneficial ownership from 77,700 to 73,104 shares. For investors, this is a routine insider administrative action and does not indicate an active market sale strategy.

TL;DR Form 4 shows compliant disclosure of RSU withholding; filing appears procedural and non-material.

The form documents withholding to satisfy tax obligations on vested restricted stock units, using Code F to denote the non-market nature. The submission was executed by an attorney-in-fact and includes required details of dates, amounts, and post-transaction beneficial ownership. This aligns with standard insider reporting and governance practices.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Jones Stephen

(Last) (First) (Middle)
6 LOGUE COURT

(Street)
GREENVILLE SC 29615

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
SCANSOURCE, INC. [ SCSC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
SEVP & CFO
3. Date of Earliest Transaction (Month/Day/Year)
08/25/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 08/25/2025 F(1) 1,537 D $44.34 77,700 D
Common Stock 08/26/2025 F(1) 4,596 D $43.57 73,104 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Reflects shares withheld in satisfaction of tax withholding obligations upon vesting of restricted stock units. This is a non-market transaction.
J. Creighton Lynes, attorney-in-fact 08/27/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What transactions did Stephen Jones report on Form 4 for SCSC?

He reported two non-market dispositions to satisfy tax withholding: 1,537 shares on 08/25/2025 and 4,596 shares on 08/26/2025.

Why were the shares disposed of according to the Form 4?

The filing states the shares were withheld in satisfaction of tax withholding obligations upon vesting of restricted stock units; this is a non-market transaction.

How many ScanSource shares did Stephen Jones beneficially own after these transactions?

After the 08/25/2025 transaction he reported 77,700 shares; after the 08/26/2025 transaction he reported 73,104 shares.

What prices are shown on the Form 4 for the reported share dispositions?

The form lists reported prices of $44.34 for 08/25/2025 and $43.57 for 08/26/2025.

Who signed the Form 4 for Stephen Jones?

The form was signed by attorney-in-fact J. Creighton Lynes on 08/27/2025.

Do these transactions represent market sales according to the filing?

No. The filing explicitly states these are non-market transactions reflecting tax withholding on RSU vesting (Code F).
Scansource

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926.19M
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1.86%
Electronics & Computer Distribution
Wholesale-computers & Peripheral Equipment & Software
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United States
GREENVILLE