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ScanSource CFO has 1,591 shares withheld for taxes

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

Rhea-AI Filing Summary

SCANSOURCE, INC. (SCSC) reported an insider equity tax-withholding event by Stephen Jones, SEVP & CFO. On 2026-08-30, Jones had 1,591 shares of common stock withheld at $56.55 per share to satisfy tax withholding obligations upon vesting of restricted stock units, as described in a footnote.

This was a non-market transaction coded as payment of tax liability by delivering or withholding securities and not an open-market sale. After this event, Jones directly held 82,846 shares of SCSC common stock.

Positive

  • None.

Negative

  • None.
Insider Jones Stephen
Role SEVP & CFO
Type Security Shares Price Value
Tax Withholding Common Stock F1 1,591 $56.55 $90K
Holdings After Transaction: Common Stock — 82,846 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.
Shares withheld for taxes 1,591 shares Common stock withheld on 2026-08-30 for tax withholding on RSU vesting
Per-share value for withholding $56.55 per share Reported value used for the 1,591 withheld shares
Shares held after transaction 82,846 shares Direct SCSC common stock holdings of Stephen Jones following the transaction
Tax-liability-related transactions 1 transaction; 1,591 shares Exercise-price-or-tax-liability transactions in the filing’s transaction summary
restricted stock units financial
"upon vesting of restricted stock units. This is a non-market"
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
"units. This is a non-market transaction."
tax withholding obligations financial
"withheld in satisfaction of tax withholding obligations upon vesting"
Payment of tax liability by delivering or withholding securities financial
"transaction_code_description":"Payment of tax liability by delivering or"

FAQ

What insider transaction did SCSC report for Stephen Jones?
SCANSOURCE, INC. reported that SEVP & CFO Stephen Jones had 1,591 SCSC common shares withheld on 2026-08-30 to satisfy tax withholding obligations upon vesting of restricted stock units. The footnote states this was a non-market transaction, not an open-market sale.

Was the SCSC Form 4 transaction an open-market sale of shares?
No. The Form 4 states the transaction was for payment of tax liability by delivering or withholding securities, and the footnote clarifies it reflects shares withheld upon RSU vesting and is a non-market transaction.

How many SCSC shares were involved in Stephen Jones’s tax-withholding transaction?
The filing shows 1,591 shares of SCANSOURCE, INC. common stock were withheld on 2026-08-30 at a reported value of $56.55 per share to cover tax obligations related to restricted stock unit vesting.

How many SCSC shares does Stephen Jones hold after this Form 4 transaction?
After the reported tax-withholding event, SEVP & CFO Stephen Jones directly held 82,846 shares of SCANSOURCE, INC. common stock, according to the post-transaction holdings figure in the Form 4.

Was the SCSC Form 4 transaction under a Rule 10b5-1 trading plan?
No. The filing’s Rule 10b5-1 checkbox is not checked (aff_10b5_one is false), and the footnote only describes tax withholding upon RSU vesting, with no reference to a 10b5-1 trading plan.

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

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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)
08/30/2026		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 Stock08/30/2026F(1)1,591D$56.5582,846D
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.
J. Creighton Lynes, attorney-in-fact09/01/2026
** 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)

Source: View Original Filing on SEC EDGAR