Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCANSOURCE, INC.SCSC · Entity 2428 | Director | August 25, 2023 | August 29, 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 August 25, 2023 · Filed August 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,559 |
Reported balance
After 2023-08-25 transaction · row 1
1 source rowRow 1 · 2023-08-25 · Grant · Acquired 4,759 · Balance 27,559 |
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 |
|---|---|---|---|---|---|---|
| August 25, 2023 Filed Aug 29, 2023 20:30 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 4,759 | $31.52 | $150,003.68 |
DisclosureSEC source: 0001209191-23-047599 · doc4.xml · nonDerivative · entry 1 WHITCHURCH CHARLES R · CIK 0001201205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,559 Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 21:48 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 5,300 | $28.66 | $151,898.00 |
DisclosureSEC source: 0001209191-22-048029 · doc4.xml · nonDerivative · entry 1 WHITCHURCH CHARLES R · CIK 0001201205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,800 Read SEC document |
| May 26, 2022 Filed May 31, 2022 21:02 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 2,000 | $38.67 | $77,340.00 |
DisclosureSEC source: 0001209191-22-032881 · doc4.xml · nonDerivative · entry 1 WHITCHURCH CHARLES R · CIK 0001201205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Read SEC document |
| May 20, 2022 Filed May 23, 2022 20:40 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 2,000 | $36.65 | $73,300.00 |
DisclosureSEC source: 0001209191-22-031339 · doc4.xml · nonDerivative · entry 1 WHITCHURCH CHARLES R · CIK 0001201205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,500 Read SEC document |
| August 27, 2021 Filed Aug 31, 2021 21:01 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,700 | $36.05 | $133,385.00 |
DisclosureSEC source: 0001209191-21-054105 · doc4.xml · nonDerivative · entry 1 WHITCHURCH CHARLES R · CIK 0001201205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,500 Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 21:59 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 8,500 | $25.36 | $215,560.00 |
DisclosureSEC source: 0001209191-20-060536 · doc4.xml · nonDerivative · entry 1 WHITCHURCH CHARLES R · CIK 0001201205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,800 Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:40 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 5,300 | $24.68 | $130,804.00 |
DisclosureSEC source: 0001209191-20-060020 · doc4.xml · nonDerivative · entry 1 WHITCHURCH CHARLES R · CIK 0001201205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,300 Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 22:04 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-057228 · doc4.xml · nonDerivative · entry 1 WHITCHURCH CHARLES R · CIK 0001201205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,000 Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061313 · doc4.xml · nonDerivative · entry 1 WHITCHURCH CHARLES R · CIK 0001201205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,300 Read SEC document |
| November 09, 2018 Filed Nov 14, 2018 01:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 5,700 | $42.00 | $239,400.00 |
DisclosureSEC source: 0001209191-18-058412 · doc4.xml · nonDerivative · entry 1 WHITCHURCH CHARLES R · CIK 0001201205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,900 Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 23:04 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065073 · doc4.xml · nonDerivative · entry 1 WHITCHURCH CHARLES R · CIK 0001201205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,600 Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 22:23 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 2,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153438 · doc4.xml · nonDerivative · entry 1 WHITCHURCH CHARLES R · CIK 0001201205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,200 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.