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ScanSource CFO sells 10,000 shares in open market

ScanSource’s CFO received a stock grant, had shares withheld for taxes, and sold 10,000 shares in open-market trades.

(Very High)

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Form Type
4

Rhea-AI Filing Summary

SCANSOURCE, INC. (SCSC) reported that its SEVP & CFO, Stephen Jones, had multiple equity transactions in early September 2026. On September 1, 2026, he received a grant of 16,619 shares of common stock, and 2,044 shares were withheld the same day in a non-market transaction to satisfy tax withholding on vested restricted stock units at a price referenced as $56.24 per share. On September 3, 2026, he completed open-market sales totaling 10,000 shares of common stock in two tranches: 8,703 shares at a weighted average price of $56.69 (sold in multiple trades between $56.11 and $57.07) and 1,297 shares at a weighted average price of $57.21 (sold between $57.14 and $57.25). No Rule 10b5-1 trading plan is reported for these transactions.

Insights

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Insider Jones Stephen
Role SEVP & CFO
Sold 10,000 shs ($568K)
Type Security Shares Price Value
Sale Common Stock F2 8,703 $56.69 $493K
Sale Common Stock F3 1,297 $57.21 $74K
Grant/Award Common Stock 16,619 $0.00 $0.00
Tax Withholding Common Stock F1 2,044 $56.24 $115K
Holdings After Transaction: Common Stock — 87,421 shares (Direct)
Footnotes (3)
  1. F1. Reflects shares withheld in satisfaction of tax withholding obligations upon vesting of restricted stock units. This is a non-market transaction.
  2. F2. The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $56.11 to $57.07 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
  3. F3. The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $57.14 to $57.25 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Shares sold September 3, 2026 10,000 shares Total common shares sold by the CFO in open-market transactions
First sale tranche 8,703 shares at $56.69 per share Weighted average price; trades ranged from $56.11 to $57.07 on September 3, 2026
Second sale tranche 1,297 shares at $57.21 per share Weighted average price; trades ranged from $57.14 to $57.25 on September 3, 2026
Stock grant to CFO 16,619 shares Common stock award on September 1, 2026 at $0.00 per share
Shares withheld for taxes 2,044 shares at $56.24 per share Non-market withholding to satisfy tax obligations on RSU vesting, September 1, 2026
Net buy/sell direction Net-sell of 10,000 shares Transaction summary across open-market buy/sell activity
restricted stock units financial
"tax withholding obligations upon vesting of restricted stock units"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
weighted average price financial
"The price reported in column 4 is the weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
non-market transaction financial
"This is a non-market transaction."
open market or private transaction financial
"Sale in open market or private transaction"

FAQ

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

What insider transactions did SCSC’s CFO Stephen Jones report on this Form 4?

Stephen Jones reported a grant of 16,619 shares of ScanSource common stock on September 1, 2026, 2,044 shares withheld for taxes that day, and open-market sales totaling 10,000 shares on September 3, 2026, at weighted average prices around $56–$57 per share.

How many SCSC shares did the CFO sell and at what prices?

On September 3, 2026, the CFO sold 8,703 shares at a weighted average price of $56.69 (range $56.11–$57.07) and 1,297 shares at a weighted average price of $57.21 (range $57.14–$57.25) in open-market transactions, totaling 10,000 shares.

What stock award did the ScanSource (SCSC) CFO receive in this filing?

On September 1, 2026, the CFO received a grant of 16,619 shares of ScanSource common stock at $0.00 per share, reported as a grant, award, or other acquisition of non-derivative common stock.

Why were 2,044 SCSC shares withheld from the CFO on September 1, 2026?

The filing states that 2,044 shares were withheld on September 1, 2026 to satisfy tax withholding obligations upon the vesting of restricted stock units. The footnote specifies that this was a non-market transaction at a price of $56.24 per share.

Were the SCSC insider transactions made under a Rule 10b5-1 trading plan?

No. The filing indicates that these transactions by the ScanSource CFO were not made pursuant to a Rule 10b5-1 trading plan, as the document-level 10b5-1 checkbox is not affirmed.

What is the net share effect of the SCSC CFO’s reported buy and sell activity?

The transaction summary shows open-market sales of 10,000 shares and no open-market purchases, resulting in a net-sell total of 10,000 shares for buy/sell activity. The 16,619-share grant and 2,044-share tax withholding are reported separately as award and tax events.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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 SOUTH CAROLINA 29615

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
SCANSOURCE, INC. [ SCSC ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
SEVP & CFO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock09/01/2026A16,619A$0.0099,465D
Common Stock09/01/2026F(1)2,044D$56.2497,421D
Common Stock09/03/2026S8,703D$56.69(2)88,718D
Common Stock09/03/2026S1,297D$57.21(3)87,421D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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.
2. The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $56.11 to $57.07 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
3. The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $57.14 to $57.25 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
J. Creighton Lynes, attorney-in-fact09/03/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

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