SCSC Form 4: Stephen Jones Withholds Shares for Taxes, Net Holdings Increase

Rhea-AI Filing Summary

Stephen Jones, Senior EVP & CFO of ScanSource, Inc. (SCSC), reported insider transactions. On 08/30/2025 he had 1,521 shares disposed at $43.65 (reported under transaction code F) and held 70,713 shares after that disposition. On 09/01/2025 he acquired 17,633 shares at $0.00, bringing his total beneficial ownership to 88,346 shares. The filing explains the disposition reflected shares withheld to satisfy tax withholding upon RSU vesting, a non-market transaction. The Form 4 was signed by an attorney-in-fact on 09/03/2025.

Positive

• Beneficial ownership increased from 70,713 to 88,346 shares after the reported transactions
• Transactions are compensation-related (RSU vesting), indicating alignment of executive pay with shareholder interest
• Filing discloses the tax-withholding explanation, providing transparency about the nature of the disposition

Negative

• Shares were withheld (1,521) to satisfy tax obligations, which reduced immediately available holdings
• Form filed by attorney-in-fact, which requires reliance on representative signature rather than the reporting person in this filing

Insights

Financial Analyst

TL;DR: Insider tax-withholding and vesting changed holdings modestly; no market-sale signal beyond withholding.

The reported transactions show a non-market disposition (shares withheld for tax on vesting) and a subsequent acquisition of vested shares recorded at $0.00, consistent with RSU settlement. Net change increased beneficial ownership from 70,713 to 88,346 shares, a clear post-vesting balance update. There is no indication of a voluntary open-market sale in this filing; the disposition is described as tax-related. For investors, these are routine equity-compensation mechanics rather than strategic insider buying or selling.

Corporate Governance Expert

TL;DR: Transactions are standard compensation-related reporting; governance controls appear to be followed.

The Form 4 documents compliance with Section 16 reporting for an executive officer. The explanation explicitly states the disposition was to satisfy tax withholding on RSU vesting, a common practice. The form was executed by an attorney-in-fact, which is permissible but worth noting for recordkeeping. No departures from expected governance procedures are evident from the filing alone.

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

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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)
08/30/2025

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	08/30/2025		F(1)		1,521	D	$43.65	70,713	D
Common Stock	09/01/2025		A		17,633	A	$0.00	88,346	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	09/03/2025
	** 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 ScanSource (SCSC) insider Stephen Jones report on this Form 4?

He reported a disposition of 1,521 shares on 08/30/2025 at $43.65 and an acquisition of 17,633 shares on 09/01/2025 recorded at $0.00.

Why were 1,521 shares disposed of according to the filing?

The filing states the disposition reflects shares withheld to satisfy tax withholding obligations upon RSU vesting, a non-market transaction.

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

Following the reported transactions his beneficial ownership is listed as 88,346 shares.

Who signed the Form 4 for Stephen Jones and when?

The form was signed by J. Creighton Lynes, attorney-in-fact on 09/03/2025.

Does the Form 4 indicate an open-market sale by the insider?

No. The filing characterizes the disposition as tax withholding on vesting, which is a non-market transaction.