Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCANSOURCE, INC.SCSC · Entity 2428 | President & CRO | November 15, 2023 | November 17, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SCANSOURCE, INC.
Report date November 15, 2023 · Filed November 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 108,318 |
Reported balance
After 2023-11-15 transaction · row 1
1 source rowRow 1 · 2023-11-15 · Tax withholding · Disposed 5,215 · Balance 108,318 F1: Reflects shares withheld in satisfaction of tax withholding obligations upon vesting of restricted stock units. This is a non-market transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares withheld in satisfaction of tax withholding obligations upon vesting of restricted stock units. This is a non-market transaction.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 15, 2023 Filed Nov 17, 2023 21:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 5,215 | $32.73 | $170,686.95 |
DisclosureSEC source: 0001209191-23-055737 · doc4.xml · nonDerivative · entry 1 Eldh John Charles · CIK 0001832323 · President & CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,318 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 |
| September 20, 2023 Filed Sep 21, 2023 01:11 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 2,500 | $30.46 | $76,150.00 |
DisclosureSEC source: 0001209191-23-050235 · doc4.xml · nonDerivative · entry 1 Eldh John Charles · CIK 0001832323 · President & CRO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 113,533 F1 · kind: The transaction covered by this line has been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 16, 2022. Read SEC document |
| August 27, 2023 Filed Aug 29, 2023 21:11 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 2,029 | $31.52 | $63,954.08 |
DisclosureSEC source: 0001209191-23-047638 · doc4.xml · nonDerivative · entry 3 Eldh John Charles · CIK 0001832323 · President & CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,033 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, 2023 Filed Aug 29, 2023 21:11 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 3,791 | $31.52 | $119,492.32 |
DisclosureSEC source: 0001209191-23-047638 · doc4.xml · nonDerivative · entry 2 Eldh John Charles · CIK 0001832323 · President & CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,062 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, 2023 Filed Aug 29, 2023 21:11 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 29,743 | $31.52 | $937,499.36 |
DisclosureSEC source: 0001209191-23-047638 · doc4.xml · nonDerivative · entry 1 Eldh John Charles · CIK 0001832323 · President & CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,853 Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 20:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 2,500 | $29.64 | $74,100.00 |
DisclosureSEC source: 0001209191-23-038775 · doc4.xml · nonDerivative · entry 1 Eldh John Charles · CIK 0001832323 · President & CRO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 92,110 F1 · kind: The transaction covered by this line has been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 16, 2022. Read SEC document |
| March 20, 2023 Filed Mar 21, 2023 22:20 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 2,500 | $29.44 | $73,600.00 |
DisclosureSEC source: 0001209191-23-020388 · doc4.xml · nonDerivative · entry 1 Eldh John Charles · CIK 0001832323 · President & CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,610 F1 · kind: The transaction covered by this line has been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 16, 2022. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 22:52 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 9,555 | $32.05 | $306,237.75 |
DisclosureSEC source: 0001209191-22-057652 · doc4.xml · nonDerivative · entry 2 Eldh John Charles · CIK 0001832323 · President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,110 F2 · 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 |
| November 15, 2022 Filed Nov 17, 2022 22:52 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 2,518 | $32.00 | $80,576.00 |
DisclosureSEC source: 0001209191-22-057652 · doc4.xml · nonDerivative · entry 1 Eldh John Charles · CIK 0001832323 · President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,665 F1 · kind: The transaction covered by this line has been effected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on September 16, 2022. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 2,177 | $26.41 | $57,494.57 |
DisclosureSEC source: 0001209191-22-052348 · doc4.xml · nonDerivative · entry 1 Eldh John Charles · CIK 0001832323 · President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,183 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 27, 2022 Filed Aug 30, 2022 21:43 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 2,411 | $28.66 | $69,099.26 |
DisclosureSEC source: 0001209191-22-048023 · doc4.xml · nonDerivative · entry 2 Eldh John Charles · CIK 0001832323 · SEVP & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,360 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, 2022 Filed Aug 30, 2022 21:43 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 32,711 | $28.66 | $937,497.26 |
DisclosureSEC source: 0001209191-22-048023 · doc4.xml · nonDerivative · entry 1 Eldh John Charles · CIK 0001832323 · SEVP & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,771 Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 21:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 9,712 | $35.69 | $346,621.28 |
DisclosureSEC source: 0001209191-21-065069 · doc4.xml · nonDerivative · entry 1 Eldh John Charles · CIK 0001832323 · SEVP & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,060 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 |
| October 01, 2021 Filed Oct 4, 2021 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 2,176 | $36.04 | $78,423.04 |
DisclosureSEC source: 0001209191-21-059045 · doc4.xml · nonDerivative · entry 1 Eldh John Charles · CIK 0001832323 · SEVP & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,772 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 27, 2021 Filed Aug 31, 2021 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 20,804 | $36.05 | $749,984.20 |
DisclosureSEC source: 0001209191-21-054097 · doc4.xml · nonDerivative · entry 1 Eldh John Charles · CIK 0001832323 · SEVP & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,948 Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:45 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantEmployee Stock Option (right to buy) · Derivative | 89,266 | $0.00 Strike: $24.68 | $0.00 |
DisclosureSEC source: 0001209191-20-060034 · doc4.xml · derivative · entry 2 Eldh John Charles · CIK 0001832323 · Sr. EVP & Chief Revenue Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,266 Underlying: Common Stock · 89,266 shares Expires 2030-11-15 F1 · derivative.exercise_date: This option vests in one-third increments on each November 15, 2021, 2022 and 2023. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:45 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 34,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060034 · doc4.xml · nonDerivative · entry 1 Eldh John Charles · CIK 0001832323 · Sr. EVP & Chief Revenue Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,144 Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 22:01 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 3,024 | $25.22 | $76,265.28 |
DisclosureSEC source: 0001209191-20-058765 · doc4.xml · nonDerivative · entry 1 Eldh John Charles · CIK 0001832323 · Sr. EVP & Chief Revenue Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,053 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.