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Nasdaq · USD

SCSC

SCANSOURCE, INC.

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2428
SEC CIK
0000918965
Parsed reports
293

Last 12 months

Inside the activity.

2 purchase rows · 19 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202506
Jan 202600
Feb 202620
Mar 202603
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 2026010
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 26, 2024 Filed Aug 27, 2024 22:05 UTC
Ford BrandySVP & Chief Accounting Officer
Tax withholdingCommon Stock 324 $48.91 $15,846.84
Disclosure

SEC source: 0000950170-24-101135 · ownership.xml · nonDerivative · entry 2

Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,546

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

Read SEC document
August 26, 2024 Filed Aug 27, 2024 22:04 UTC
Jones StephenSEVP & CFO
Tax withholdingCommon Stock 2,278 $48.91 $111,416.98
Disclosure

SEC source: 0000950170-24-101134 · ownership.xml · nonDerivative · entry 2

Jones Stephen · CIK 0001837268 · SEVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,537

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

Read SEC document
August 26, 2024 Filed Aug 27, 2024 22:03 UTC
Hayden RachelSEVP & CIO
Tax withholdingCommon Stock 494 $48.91 $24,161.54
Disclosure

SEC source: 0000950170-24-101133 · ownership.xml · nonDerivative · entry 2

Hayden Rachel · CIK 0001867321 · SEVP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,361

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

Read SEC document
August 26, 2024 Filed Aug 27, 2024 22:02 UTC
Conde AlexandreSEVP & Chief People Officer
Tax withholdingCommon Stock 720 $48.91 $35,215.20
Disclosure

SEC source: 0000950170-24-101132 · ownership.xml · nonDerivative · entry 2

Conde Alexandre · CIK 0002004738 · SEVP & Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,826

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

Read SEC document
August 26, 2024 Filed Aug 27, 2024 22:01 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Tax withholdingCommon Stock 6,571 $48.91 $321,387.61
Disclosure

SEC source: 0000950170-24-101131 · ownership.xml · nonDerivative · entry 2

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,616

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

Read SEC document
August 25, 2024 Filed Aug 27, 2024 22:49 UTC
Smith Shana CSr. EVP & Chief Legal Officer
Tax withholdingCommon Stock 522 $49.19 $25,677.18
Disclosure

SEC source: 0000950170-24-101164 · ownership.xml · nonDerivative · entry 1

Smith Shana C · CIK 0001646468 · Sr. EVP & Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,941

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

Read SEC document
August 25, 2024 Filed Aug 27, 2024 22:05 UTC
Ford BrandySVP & Chief Accounting Officer
Tax withholdingCommon Stock 349 $49.19 $17,167.31
Disclosure

SEC source: 0000950170-24-101135 · ownership.xml · nonDerivative · entry 1

Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,870

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

Read SEC document
August 25, 2024 Filed Aug 27, 2024 22:04 UTC
Jones StephenSEVP & CFO
Tax withholdingCommon Stock 1,537 $49.19 $75,605.03
Disclosure

SEC source: 0000950170-24-101134 · ownership.xml · nonDerivative · entry 1

Jones Stephen · CIK 0001837268 · SEVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,815

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

Read SEC document
August 25, 2024 Filed Aug 27, 2024 22:03 UTC
Hayden RachelSEVP & CIO
Tax withholdingCommon Stock 463 $49.19 $22,774.97
Disclosure

SEC source: 0000950170-24-101133 · ownership.xml · nonDerivative · entry 1

Hayden Rachel · CIK 0001867321 · SEVP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,855

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

Read SEC document
August 25, 2024 Filed Aug 27, 2024 22:02 UTC
Conde AlexandreSEVP & Chief People Officer
Tax withholdingCommon Stock 601 $49.19 $29,563.19
Disclosure

SEC source: 0000950170-24-101132 · ownership.xml · nonDerivative · entry 1

Conde Alexandre · CIK 0002004738 · SEVP & Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,546

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

Read SEC document
August 25, 2024 Filed Aug 27, 2024 22:01 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Tax withholdingCommon Stock 6,893 $49.19 $339,066.67
Disclosure

SEC source: 0000950170-24-101131 · ownership.xml · nonDerivative · entry 1

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,187

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

Read SEC document
July 11, 2024 Filed Jul 12, 2024 01:51 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 7,798 $0.00 Strike: $41.13 $0.00
Disclosure

SEC source: 0000950170-24-083060 · ownership.xml · derivative · entry 7

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,798 shares

Expires 2024-12-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F5 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 12/5/2015, 12/5/2016 and 12/5/2017.

Read SEC document
July 11, 2024 Filed Jul 12, 2024 01:51 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
SaleCommon Stock 1,197 $43.23 $51,746.31
Disclosure

SEC source: 0000950170-24-083060 · ownership.xml · nonDerivative · entry 5

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 118,080

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F4 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $43.04 to $43.36 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.

Read SEC document
July 11, 2024 Filed Jul 12, 2024 01:51 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
SaleCommon Stock 6,601 $43.92 $289,915.92
Disclosure

SEC source: 0000950170-24-083060 · ownership.xml · nonDerivative · entry 4

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 119,277

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F3 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $43.42 to $44.37 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.

Read SEC document
July 11, 2024 Filed Jul 12, 2024 01:51 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionCommon Stock 7,798 $41.13 $320,731.74
Disclosure

SEC source: 0000950170-24-083060 · ownership.xml · nonDerivative · entry 3

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 125,878

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

Read SEC document
July 10, 2024 Filed Jul 12, 2024 01:51 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 26,341 $0.00 Strike: $41.13 $0.00
Disclosure

SEC source: 0000950170-24-083060 · ownership.xml · derivative · entry 6

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,798

Underlying: Common Stock · 26,341 shares

Expires 2024-12-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F5 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 12/5/2015, 12/5/2016 and 12/5/2017.

Read SEC document
July 10, 2024 Filed Jul 12, 2024 01:51 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
SaleCommon Stock 26,341 $42.39 $1,116,594.99
Disclosure

SEC source: 0000950170-24-083060 · ownership.xml · nonDerivative · entry 2

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 118,080

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F2 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $41.86 to $42.77 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.

Read SEC document
July 10, 2024 Filed Jul 12, 2024 01:51 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionCommon Stock 26,341 $41.13 $1,083,405.33
Disclosure

SEC source: 0000950170-24-083060 · ownership.xml · nonDerivative · entry 1

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 144,421

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

Read SEC document
July 09, 2024 Filed Jul 9, 2024 23:00 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 23,201 $0.00 Strike: $41.13 $0.00
Disclosure

SEC source: 0000950170-24-082553 · ownership.xml · derivative · entry 11

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 34,139

Underlying: Common Stock · 23,201 shares

Expires 2024-12-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F7 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 12/5/2015, 12/5/2016 and 12/5/2017.

Read SEC document
July 09, 2024 Filed Jul 9, 2024 23:00 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
SaleCommon Stock 22,737 $42.13 $957,909.81
Disclosure

SEC source: 0000950170-24-082553 · ownership.xml · nonDerivative · entry 8

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 118,080

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F6 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $41.76 to $42.75 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.

Read SEC document
July 09, 2024 Filed Jul 9, 2024 23:00 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
SaleCommon Stock 464 $41.71 $19,353.44
Disclosure

SEC source: 0000950170-24-082553 · ownership.xml · nonDerivative · entry 7

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 140,817

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F5 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $41.69 to $41.75 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.

Read SEC document
July 09, 2024 Filed Jul 9, 2024 23:00 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionCommon Stock 23,201 $41.13 $954,257.13
Disclosure

SEC source: 0000950170-24-082553 · ownership.xml · nonDerivative · entry 6

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 141,281

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

Read SEC document
July 08, 2024 Filed Jul 9, 2024 23:00 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 34,203 $0.00 Strike: $41.13 $0.00
Disclosure

SEC source: 0000950170-24-082553 · ownership.xml · derivative · entry 10

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 57,340

Underlying: Common Stock · 34,203 shares

Expires 2024-12-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F7 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 12/5/2015, 12/5/2016 and 12/5/2017.

Read SEC document
July 08, 2024 Filed Jul 9, 2024 23:00 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
SaleCommon Stock 34,203 $42.49 $1,453,285.47
Disclosure

SEC source: 0000950170-24-082553 · ownership.xml · nonDerivative · entry 5

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 118,080

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F4 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $42.22 to $43.13 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.

Read SEC document
July 08, 2024 Filed Jul 9, 2024 23:00 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionCommon Stock 34,203 $41.13 $1,406,769.39
Disclosure

SEC source: 0000950170-24-082553 · ownership.xml · nonDerivative · entry 4

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 152,283

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

Read SEC document
July 05, 2024 Filed Jul 9, 2024 23:00 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 18,897 $0.00 Strike: $41.13 $0.00
Disclosure

SEC source: 0000950170-24-082553 · ownership.xml · derivative · entry 9

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 91,543

Underlying: Common Stock · 18,897 shares

Expires 2024-12-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F7 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 12/5/2015, 12/5/2016 and 12/5/2017.

Read SEC document
July 05, 2024 Filed Jul 9, 2024 23:00 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
SaleCommon Stock 8,032 $43.31 $347,865.92
Disclosure

SEC source: 0000950170-24-082553 · ownership.xml · nonDerivative · entry 3

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 118,080

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F3 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $42.90 to $43.74 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.

Read SEC document
July 05, 2024 Filed Jul 9, 2024 23:00 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
SaleCommon Stock 10,865 $42.10 $457,416.50
Disclosure

SEC source: 0000950170-24-082553 · ownership.xml · nonDerivative · entry 2

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 126,112

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F2 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $41.81 to $42.80 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.

Read SEC document
July 05, 2024 Filed Jul 9, 2024 23:00 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionCommon Stock 18,897 $41.13 $777,233.61
Disclosure

SEC source: 0000950170-24-082553 · ownership.xml · nonDerivative · entry 1

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 136,977

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

Read SEC document
July 03, 2024 Filed Jul 3, 2024 20:50 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 6,160 $0.00 Strike: $41.13 $0.00
Disclosure

SEC source: 0000950170-24-081589 · ownership.xml · derivative · entry 13

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 110,440

Underlying: Common Stock · 6,160 shares

Expires 2024-12-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F6 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 12/5/2015, 12/5/2016 and 12/5/2017.

Read SEC document
July 03, 2024 Filed Jul 3, 2024 20:50 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
SaleCommon Stock 6,160 $43.67 $269,007.20
Disclosure

SEC source: 0000950170-24-081589 · ownership.xml · nonDerivative · entry 9

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 118,080

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F5 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $43.37 to $43.74 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.

Read SEC document
July 03, 2024 Filed Jul 3, 2024 20:50 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionCommon Stock 6,160 $41.13 $253,360.80
Disclosure

SEC source: 0000950170-24-081589 · ownership.xml · nonDerivative · entry 8

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 124,240

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

Read SEC document
July 02, 2024 Filed Jul 3, 2024 20:50 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 23,400 $0.00 Strike: $41.13 $0.00
Disclosure

SEC source: 0000950170-24-081589 · ownership.xml · derivative · entry 12

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 116,600

Underlying: Common Stock · 23,400 shares

Expires 2024-12-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F6 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 12/5/2015, 12/5/2016 and 12/5/2017.

Read SEC document
July 02, 2024 Filed Jul 3, 2024 20:50 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
SaleCommon Stock 23,400 $43.59 $1,020,006.00
Disclosure

SEC source: 0000950170-24-081589 · ownership.xml · nonDerivative · entry 7

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 118,080

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F4 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $43.26 to $43.99 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.

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July 02, 2024 Filed Jul 3, 2024 20:50 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionCommon Stock 23,400 $41.13 $962,442.00
Disclosure

SEC source: 0000950170-24-081589 · ownership.xml · nonDerivative · entry 6

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 141,480

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

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July 01, 2024 Filed Jul 3, 2024 20:50 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 21,662 $0.00 Strike: $41.13 $0.00
Disclosure

SEC source: 0000950170-24-081589 · ownership.xml · derivative · entry 11

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 140,000

Underlying: Common Stock · 21,662 shares

Expires 2024-12-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F6 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 12/5/2015, 12/5/2016 and 12/5/2017.

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July 01, 2024 Filed Jul 3, 2024 20:50 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 2,431 $0.00 Strike: $41.13 $0.00
Disclosure

SEC source: 0000950170-24-081589 · ownership.xml · derivative · entry 10

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 161,662

Underlying: Common Stock · 2,431 shares

Expires 2024-12-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F6 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 12/5/2015, 12/5/2016 and 12/5/2017.

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July 01, 2024 Filed Jul 3, 2024 20:50 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
SaleCommon Stock 20,562 $43.28 $889,923.36
Disclosure

SEC source: 0000950170-24-081589 · ownership.xml · nonDerivative · entry 5

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 118,080

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F3 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $42.87 to $43.53 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.

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July 01, 2024 Filed Jul 3, 2024 20:50 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
SaleCommon Stock 1,100 $44.06 $48,466.00
Disclosure

SEC source: 0000950170-24-081589 · ownership.xml · nonDerivative · entry 4

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 138,642

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F2 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $44.04 to $44.14 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.

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July 01, 2024 Filed Jul 3, 2024 20:50 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionCommon Stock 21,662 $41.13 $890,958.06
Disclosure

SEC source: 0000950170-24-081589 · ownership.xml · nonDerivative · entry 3

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 139,742

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

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July 01, 2024 Filed Jul 3, 2024 20:50 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
SaleCommon Stock 2,431 $44.14 $107,304.34
Disclosure

SEC source: 0000950170-24-081589 · ownership.xml · nonDerivative · entry 2

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 118,080

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

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July 01, 2024 Filed Jul 3, 2024 20:50 UTC
BAUR MICHAEL LDirector · CEO & Chairman of the Board
Exercise / conversionCommon Stock 2,431 $41.13 $99,987.03
Disclosure

SEC source: 0000950170-24-081589 · ownership.xml · nonDerivative · entry 1

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 120,511

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

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June 10, 2024 Filed Jun 11, 2024 20:15 UTC
Hayden RachelSEVP & CIO
SaleCommon Stock 3,582 $46.01 $164,807.82
Disclosure

SEC source: 0001209191-24-005845 · doc4.xml · nonDerivative · entry 2

Hayden Rachel · CIK 0001867321 · SEVP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,318

F2 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $46.00 to $46.07 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.

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June 07, 2024 Filed Jun 11, 2024 20:15 UTC
Hayden RachelSEVP & CIO
Tax withholdingCommon Stock 618 $46.04 $28,452.72
Disclosure

SEC source: 0001209191-24-005845 · doc4.xml · nonDerivative · entry 1

Hayden Rachel · CIK 0001867321 · SEVP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,900

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

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June 04, 2024 Filed Jun 4, 2024 22:00 UTC
Smith Shana CSr. EVP & Chief Legal Officer
SaleCommon Stock 2,245 $48.00 $107,760.00
Disclosure

SEC source: 0001209191-24-005789 · doc4.xml · nonDerivative · entry 2

Smith Shana C · CIK 0001646468 · Sr. EVP & Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,463

Read SEC document
June 03, 2024 Filed Jun 4, 2024 22:00 UTC
Jones StephenSEVP & CFO
SaleCommon Stock 5,373 $48.18 $258,871.14
Disclosure

SEC source: 0001209191-24-005791 · doc4.xml · nonDerivative · entry 2

Jones Stephen · CIK 0001837268 · SEVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 53,352

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on February 29, 2024.

F3 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $47.99 to $48.42 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.

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June 03, 2024 Filed Jun 4, 2024 22:00 UTC
Jones StephenSEVP & CFO
SaleCommon Stock 3,127 $47.07 $147,187.89
Disclosure

SEC source: 0001209191-24-005791 · doc4.xml · nonDerivative · entry 1

Jones Stephen · CIK 0001837268 · SEVP & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,725

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on February 29, 2024.

F2 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $46.81 to $47.53 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.

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June 03, 2024 Filed Jun 4, 2024 22:00 UTC
BAUR MICHAEL LDirector · CEO & Chair of the Board
SaleCommon Stock 5,787 $48.16 $278,701.92
Disclosure

SEC source: 0001209191-24-005790 · doc4.xml · nonDerivative · entry 2

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chair of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 118,080

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F3 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $47.93 to $48.28 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.

Read SEC document
June 03, 2024 Filed Jun 4, 2024 22:00 UTC
BAUR MICHAEL LDirector · CEO & Chair of the Board
SaleCommon Stock 3,266 $47.06 $153,697.96
Disclosure

SEC source: 0001209191-24-005790 · doc4.xml · nonDerivative · entry 1

BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chair of the Board

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 123,867

F1 · kind: The transactions covered by this Form 4 have been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 1, 2023.

F2 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $46.82 to $47.64 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.

Read SEC document
June 01, 2024 Filed Jun 4, 2024 22:00 UTC
Smith Shana CSr. EVP & Chief Legal Officer
Tax withholdingCommon Stock 1,021 $47.43 $48,426.03
Disclosure

SEC source: 0001209191-24-005789 · doc4.xml · nonDerivative · entry 1

Smith Shana C · CIK 0001646468 · Sr. EVP & Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,708

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

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.