Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SCANSOURCE, INC.
Report date December 10, 2020 · Filed December 14, 2020
Section 16 reporting ended · disclosed 2020-12-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,024 |
Reported balance
After 2020-12-10 transaction · row 1
1 source rowRow 1 · 2020-12-10 · Tax withholding · Disposed 640 · Balance 18,024 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 |
|---|---|---|---|---|---|---|
| December 10, 2020 Filed Dec 14, 2020 22:03 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 640 | $27.48 | $17,587.20 |
DisclosureSEC source: 0001209191-20-063267 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,024 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 |
| November 15, 2020 Filed Nov 17, 2020 22:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 454 | $25.22 | $11,449.88 |
DisclosureSEC source: 0001209191-20-058762 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,664 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 |
| December 10, 2019 Filed Dec 19, 2019 22:04 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 1,006 | $36.85 | $37,071.10 |
DisclosureSEC source: 0001209191-19-061331 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,118 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 |
| November 15, 2019 Filed Nov 19, 2019 22:08 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $29.80 | $0.00 |
DisclosureSEC source: 0001209191-19-057232 · doc4.xml · derivative · entry 4 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,006 Underlying: Common Stock · 1,000 shares Expires 2022-12-07 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 February 22, 2019. F1 · derivative.exercise_date: 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 22, 2019. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 22:08 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 4,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-057232 · doc4.xml · nonDerivative · entry 3 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,124 Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 22:08 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 1,000 | $35.05 | $35,050.00 |
DisclosureSEC source: 0001209191-19-057232 · doc4.xml · nonDerivative · entry 2 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,868 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 22, 2019. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 22:08 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionCommon Stock | 1,000 | $29.80 | $29,800.00 |
DisclosureSEC source: 0001209191-19-057232 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,868 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 February 22, 2019. Read SEC document |
| December 10, 2018 Filed Dec 11, 2018 22:51 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 881 | $36.85 | $32,464.85 |
DisclosureSEC source: 0001209191-18-062059 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,868 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 |
| December 03, 2018 Filed Dec 6, 2018 22:04 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061324 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,749 Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 22:14 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $29.80 | $0.00 |
DisclosureSEC source: 0001209191-18-059014 · doc4.xml · derivative · entry 3 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,006 Underlying: Common Stock · 1,000 shares Expires 2022-12-07 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 August 1, 2018. F2 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 12/07/2013, 12/07/2014 and 12/07/2015. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 22:14 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 1,000 | $38.58 | $38,580.00 |
DisclosureSEC source: 0001209191-18-059014 · doc4.xml · nonDerivative · entry 2 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,937 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 August 1, 2018. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 22:14 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionCommon Stock | 1,000 | $29.80 | $29,800.00 |
DisclosureSEC source: 0001209191-18-059014 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,937 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 August 1, 2018. Read SEC document |
| August 21, 2018 Filed Aug 23, 2018 22:07 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 600 | $44.00 | $26,400.00 |
DisclosureSEC source: 0001209191-18-048267 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,937 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. Read SEC document |
| February 03, 2018 Filed Feb 6, 2018 22:55 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 62 | $33.90 | $2,101.80 |
DisclosureSEC source: 0001209191-18-007947 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,537 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 |
| December 10, 2017 Filed Dec 11, 2017 23:11 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 1,089 | $34.35 | $37,407.15 |
DisclosureSEC source: 0001209191-17-065086 · doc4.xml · nonDerivative · entry 2 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,599 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 |
| December 08, 2017 Filed Dec 11, 2017 23:11 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantEmployee Stock Option (right to buy) · Derivative | 7,077 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001209191-17-065086 · doc4.xml · derivative · entry 3 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,077 Underlying: Common Stock · 7,077 shares Expires 2027-12-08 F2 · derivative.exercise_date: This option vests in one-third increments on each December 10, 2018, 2019 and 2020. Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 23:11 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 2,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065086 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,688 Read SEC document |
| August 22, 2017 Filed Aug 24, 2017 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 452 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-050149 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,911 Read SEC document |
| August 22, 2017 Filed Oct 13, 2017 21:27 UTC Amendment | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 582 | $37.40 | $21,766.80 |
DisclosureSEC source: 0001209191-17-056913 · doc4a.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,329 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 |
| February 03, 2017 Filed Feb 6, 2017 22:06 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 67 | $40.25 | $2,696.75 |
DisclosureSEC source: 0001209191-17-008066 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · Interim CFO/SVP/PAO/Corp Ctrlr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,459 F1 · price: Reflects shares withheld in satisfaction of tax withholding obligations upon vesting of restricted stock. This is a non-market transaction. Read SEC document |
| December 10, 2016 Filed Dec 13, 2016 22:27 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 1,070 | $40.40 | $43,228.00 |
DisclosureSEC source: 0001209191-16-154973 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · Interim CFO/SVP/PAO/Corp Ctrlr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,526 F1 · price: Reflects shares withheld in satisfaction of tax withholding obligations upon vesting of restricted stock. This is a non-market transaction. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 22:21 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153434 · doc4.xml · nonDerivative · entry 1 Lyons Gerald · CIK 0001553811 · Interim CFO/SVP/PAO/Corp Ctrlr 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,596 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.