ScanSource (SCSC) CLO uses shares for taxes, keeps 31,626

Rhea-AI Filing Summary

SCANSOURCE, INC. (SCSC) reported an insider equity transaction by Shana C. Smith, Sr. EVP & Chief Legal Officer. On 2026-08-25, Smith had 1,644 shares of common stock withheld at $56.19 per share to satisfy tax withholding obligations upon vesting of restricted stock units, described as a non-market transaction. Following this withholding, Smith directly held 31,626 shares of ScanSource common stock.

Insider Trade Summary

Net Seller: 1,644 shares

Net Sell 1 txn

Insider Smith Shana C

Role Sr. EVP & Chief Legal Officer

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	1,644	$56.19	$92K

Holdings After Transaction: Common Stock — 31,626 shares (Direct)

Footnotes (1)

1. F1. Reflects shares withheld in satisfaction of tax withholding obligations upon vesting of restricted stock units. This is a non-market transaction.

Key Figures

Shares withheld for tax: 1,644 shares Per-share value for tax withholding: $56.19 per share Post-transaction holdings: 31,626 shares +1 more

4 metrics

Shares withheld for tax 1,644 shares Common Stock withheld on 2026-08-25 to satisfy tax withholding obligations upon RSU vesting

Per-share value for tax withholding $56.19 per share Reported value for the 1,644 withheld shares in the tax-withholding disposition

Post-transaction holdings 31,626 shares Direct ownership of ScanSource common stock by Shana C. Smith following the transaction

Shares related to tax withholding transactions 1,644 shares Total shares reported under Form 4 code F (exercise price or tax liability)

Key Terms

restricted stock units, non-market transaction, tax withholding obligations, Form 4 code F

4 terms

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.

non-market transaction financial

"This is a non-market transaction"

tax withholding obligations financial

"shares withheld in satisfaction of tax withholding obligations"

Form 4 code F regulatory

"transaction code "F" for payment of tax liability"

FAQ

What insider transaction did SCSC report for Shana C. Smith?

SCSC reported that Shana C. Smith had 1,644 common shares withheld on 2026-08-25 to satisfy tax withholding obligations upon vesting of restricted stock units. The filing characterizes this as a non-market transaction rather than an open-market sale.

Was the SCSC insider transaction by Shana C. Smith an open-market sale?

No. The filing states the 1,644 shares were withheld in satisfaction of tax withholding obligations upon RSU vesting and notes that this is a non-market transaction, not a purchase or sale on the open market.

At what price were Shana C. Smith’s SCSC shares withheld for taxes?

The shares were withheld at $56.19 per share in connection with the tax withholding obligations arising when restricted stock units vested. This price is reported as a per-share value for the tax-withholding disposition.

How many SCSC shares does Shana C. Smith hold after this transaction?

After the tax-withholding disposition of 1,644 shares, Shana C. Smith is reported as directly holding 31,626 shares of ScanSource common stock. This figure reflects her post-transaction direct ownership as stated in the filing.

What Form 4 code was used for the SCSC insider transaction?

The transaction is coded “F” on Form 4, described as payment of tax liability by delivering or withholding securities. It is treated as a disposition of shares for tax purposes rather than a market trade.

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/27/2026 - 06:00 PM Accepted by SEC EDGAR 08/27/2026 - 06:00 PM Learn about SEC filing dates

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^*

Smith Shana C

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Sr. EVP & Chief Legal Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/25/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/25/2026		F(1)		1,644	D	$56.19	31,626	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	08/27/2026
	** 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.
* Form 4: SEC 1474 (03-26)