STOCK TITAN

ScanSource (SCSC) CFO has 8,995 shares withheld for taxes

(Very High)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

SCANSOURCE, INC. (SCSC) reported that Stephen Jones, SEVP & CFO, had shares of common stock withheld in connection with restricted stock unit vesting. On August 25, 2026, 6,569 shares were withheld at $56.19 per share, and on August 26, 2026, 2,426 shares were withheld at $56.17 per share. A footnote states these were shares withheld to satisfy tax withholding obligations upon RSU vesting and that the events are non-market transactions, not open-market sales.

Positive

  • None.

Negative

  • None.

Insights

Analyzing...

Insider Jones Stephen
Role SEVP & CFO
Type Security Shares Price Value
Tax Withholding Common Stock F1 2,426 $56.17 $136K
Tax Withholding Common Stock F1 6,569 $56.19 $369K
Holdings After Transaction: Common Stock — 84,437 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 on 2026-08-25 6,569 shares of Common Stock Non-derivative transaction coded F on August 25, 2026
Per-share price on 2026-08-25 $56.19 per share Price used for tax-withholding transaction on 6,569 shares
Shares withheld for taxes on 2026-08-26 2,426 shares of Common Stock Non-derivative transaction coded F on August 26, 2026
Per-share price on 2026-08-26 $56.17 per share Price used for tax-withholding transaction on 2,426 shares
Total shares withheld for tax liability 8,995 shares Aggregate of two F-code tax-withholding transactions
ExercisePriceOrTaxLiability transaction count 2 transactions Total F-code tax-liability-related transactions in this Form 4
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
"RSU vesting. This is a non-market transaction."
tax withholding obligations financial
"shares withheld in satisfaction of tax withholding obligations upon"
transaction code F financial
"transaction coded “F” for tax withholding related"

FAQ

What insider transaction did SCSC disclose for Stephen Jones on this Form 4?

The Form 4 reports that SEVP & CFO Stephen Jones had a total of 8,995 shares of SCANSOURCE common stock withheld in late August 2026 to satisfy tax withholding obligations upon vesting of restricted stock units in non-market transactions.

Were the SCSC shares reported on this Form 4 sold on the open market?

No. A footnote states the 8,995 shares were withheld in satisfaction of tax withholding obligations upon restricted stock unit vesting and that this was a non-market transaction, meaning they were not open-market sales.

How many SCSC shares were withheld for taxes on August 25, 2026?

On August 25, 2026, 6,569 shares of SCANSOURCE common stock were withheld at a price of $56.19 per share as part of a non-derivative transaction coded “F” for tax withholding related to restricted stock unit vesting.

How many SCSC shares were withheld for taxes on August 26, 2026?

On August 26, 2026, 2,426 shares of SCANSOURCE common stock were withheld at $56.17 per share in a non-derivative transaction coded “F,” described as payment of tax liability by delivering or withholding securities.

What does transaction code F mean in the SCSC Form 4 for Stephen Jones?

Transaction code F is described as “Payment of tax liability by delivering or withholding securities.” In this filing, it indicates shares of SCANSOURCE common stock were withheld to cover tax obligations upon vesting of restricted stock units in non-market transactions.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
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)
08/25/2026
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 Stock08/25/2026F(1)6,569D$56.1986,863D
Common Stock08/26/2026F(1)2,426D$56.1784,437D
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-fact08/27/2026
** 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)