Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCANSOURCE, INC.SCSC · Entity 2428 | Director · CEO, President, BOD Chair | September 10, 2026 | September 14, 2026 |
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 September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 200,698 |
Ending reported balance
After 2026-09-11 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2026-09-10 · Exercise / conversion · Acquired 19,980 · Balance 220,678 Row 2 · 2026-09-10 · Sale · Disposed 18,080 · Balance 202,598 F1: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $55.07 to $55.80 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. Row 3 · 2026-09-10 · Sale · Disposed 1,900 · Balance 200,698 F2: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $57.00 to $57.12 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. Row 4 · 2026-09-11 · Exercise / conversion · Acquired 57,359 · Balance 258,057 Row 5 · 2026-09-11 · Sale · Disposed 1,851 · Balance 256,206 F3: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $55.92 to $56.87 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. Row 6 · 2026-09-11 · Sale · Disposed 6,692 · Balance 249,514 F4: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $56.96 to $57.94 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. Row 7 · 2026-09-11 · Sale · Disposed 48,816 · Balance 200,698 F5: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $57.96 to $58.61 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. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.00 · Expires 2026-12-02 | Direct | 57,359 |
Reported balance
After 2026-09-10 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-09-10 · Exercise / conversion · Disposed 19,980 · Balance 57,359 F6: The option vested in one-third increments on the anniversary of the grant date on 12/2/2017, 12/2/2018 and 12/2/2019. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.00 · Expires 2026-12-02 | Direct | 0 |
Reported balance
After 2026-09-11 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-11 · Exercise / conversion · Disposed 57,359 · Balance 0 F6: The option vested in one-third increments on the anniversary of the grant date on 12/2/2017, 12/2/2018 and 12/2/2019. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $55.07 to $55.80 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.
F2: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $57.00 to $57.12 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.
F3: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $55.92 to $56.87 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.
F4: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $56.96 to $57.94 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.
F5: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $57.96 to $58.61 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.
F6: The option vested in one-third increments on the anniversary of the grant date on 12/2/2017, 12/2/2018 and 12/2/2019.
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 |
|---|---|---|---|---|---|---|
| June 09, 2022 Filed Jun 10, 2022 12:16 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 100 | $38.07 | $3,807.00 |
DisclosureSEC source: 0001209191-22-035695 · doc4.xml · nonDerivative · entry 3 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,692 Read SEC document |
| June 09, 2022 Filed Jun 10, 2022 12:16 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 1,400 | $38.21 | $53,494.00 |
DisclosureSEC source: 0001209191-22-035695 · doc4.xml · nonDerivative · entry 2 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,792 Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 12:16 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 1,800 | $38.74 | $69,732.00 |
DisclosureSEC source: 0001209191-22-035695 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,192 F1 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $38.42 to $39.20 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 |
| January 04, 2022 Filed Jan 5, 2022 22:01 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 4,000 | $36.07 | $144,280.00 |
DisclosureSEC source: 0001209191-22-001765 · doc4.xml · nonDerivative · entry 2 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,992 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 March 19, 2021. F3 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $36.00 to $36.19 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 |
| January 03, 2022 Filed Jan 5, 2022 22:01 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 1,000 | $36.10 | $36,100.00 |
DisclosureSEC source: 0001209191-22-001765 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,992 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 March 19, 2021. F2 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $36.01 to $36.20 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 |
| December 10, 2021 Filed Dec 14, 2021 12:49 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 4,374 | $34.03 | $148,847.22 |
DisclosureSEC source: 0001209191-21-069357 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,992 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, 2021 Filed Nov 17, 2021 21:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 12,941 | $35.69 | $461,864.29 |
DisclosureSEC source: 0001209191-21-065072 · doc4.xml · nonDerivative · entry 3 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,366 F4 · 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, 2021 Filed Nov 17, 2021 21:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 500 | $35.79 | $17,895.00 |
DisclosureSEC source: 0001209191-21-065072 · doc4.xml · nonDerivative · entry 2 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,307 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 March 19, 2021. F3 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $35.75 to $35.81 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 |
| November 15, 2021 Filed Nov 17, 2021 21:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 9,500 | $35.29 | $335,255.00 |
DisclosureSEC source: 0001209191-21-065072 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,807 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 March 19, 2021. F2 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $34.73 to $35.71 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 |
| September 07, 2021 Filed Sep 8, 2021 21:08 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 19,032 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001209191-21-055173 · doc4.xml · derivative · entry 6 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,032 shares Expires 2022-08-21 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 March 19, 2021. F4 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 8/21/2013, 8/21/2014 and 8/21/2015. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 21:08 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 19,032 | $37.74 | $718,267.68 |
DisclosureSEC source: 0001209191-21-055173 · doc4.xml · nonDerivative · entry 4 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,307 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 March 19, 2021. F3 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $37.35 to $38.27 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 |
| September 07, 2021 Filed Sep 8, 2021 21:08 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionCommon Stock | 19,032 | $34.35 | $653,749.20 |
DisclosureSEC source: 0001209191-21-055173 · doc4.xml · nonDerivative · entry 3 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,339 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 March 19, 2021. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 21:08 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,554 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001209191-21-055173 · doc4.xml · derivative · entry 5 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,032 Underlying: Common Stock · 7,554 shares Expires 2022-08-21 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 March 19, 2021. F4 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 8/21/2013, 8/21/2014 and 8/21/2015. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 21:08 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 7,554 | $37.44 | $282,821.76 |
DisclosureSEC source: 0001209191-21-055173 · doc4.xml · nonDerivative · entry 2 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,307 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 March 19, 2021. F2 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $37.35 to $37.55 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 |
| September 03, 2021 Filed Sep 8, 2021 21:08 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionCommon Stock | 7,554 | $34.35 | $259,479.90 |
DisclosureSEC source: 0001209191-21-055173 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,861 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 March 19, 2021. Read SEC document |
| August 30, 2021 Filed Aug 31, 2021 21:01 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 2,814 | $35.84 | $100,853.76 |
DisclosureSEC source: 0001209191-21-054109 · doc4.xml · nonDerivative · entry 4 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,307 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 March 19, 2021. F4 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $35.37 to $36.34, 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 |
| August 27, 2021 Filed Aug 31, 2021 21:01 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 2,443 | $36.13 | $88,265.59 |
DisclosureSEC source: 0001209191-21-054109 · doc4.xml · nonDerivative · entry 3 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,121 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 March 19, 2021. F3 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $36.04 to $36.27, 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 |
| August 27, 2021 Filed Aug 31, 2021 21:01 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 5,228 | $35.39 | $185,018.92 |
DisclosureSEC source: 0001209191-21-054109 · doc4.xml · nonDerivative · entry 2 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,564 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 March 19, 2021. F2 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.98, 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 |
| August 27, 2021 Filed Aug 31, 2021 21:01 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 31,207 | $36.05 | $1,125,012.35 |
DisclosureSEC source: 0001209191-21-054109 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,792 Read SEC document |
| December 18, 2020 Filed Dec 21, 2020 22:09 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GiftCommon Stock | 7,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064680 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,585 F1 · kind: The reported transaction involved a charitable gift of securities by the reporting person. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 22:05 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 4,789 | $27.48 | $131,601.72 |
DisclosureSEC source: 0001209191-20-063270 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,034 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 24, 2020 Filed Nov 25, 2020 22:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantEmployee Stock Option (right to buy) · Derivative | 119,021 | $0.00 Strike: $27.14 | $0.00 |
DisclosureSEC source: 0001209191-20-060540 · doc4.xml · derivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,021 Underlying: Common Stock · 119,021 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 22:47 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantEmployee Stock Option (right to buy) · Derivative | 133,899 | $0.00 Strike: $24.68 | $0.00 |
DisclosureSEC source: 0001209191-20-060039 · doc4.xml · derivative · entry 2 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,899 Underlying: Common Stock · 133,899 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 22:47 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 51,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060039 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,823 Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 22:03 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 3,402 | $25.22 | $85,798.44 |
DisclosureSEC source: 0001209191-20-058769 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,687 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 12, 2020 Filed Nov 13, 2020 22:06 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 200 | $25.44 | $5,088.00 |
DisclosureSEC source: 0001209191-20-058330 · doc4.xml · nonDerivative · entry 2 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,089 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 May 28, 2020. F3 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $25.14 to $25.74, 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 |
| November 12, 2020 Filed Nov 13, 2020 22:06 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 4,241 | $24.50 | $103,904.50 |
DisclosureSEC source: 0001209191-20-058330 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,289 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 May 28, 2020. F2 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $24.12 to $25.06, 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 |
| November 03, 2020 Filed Nov 5, 2020 21:48 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 3,141 | $22.00 | $69,102.00 |
DisclosureSEC source: 0001209191-20-057155 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,530 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 May 28, 2020. Read SEC document |
| October 16, 2020 Filed Oct 20, 2020 21:05 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 1,069 | $22.07 | $23,592.83 |
DisclosureSEC source: 0001209191-20-055385 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,671 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 May 28, 2020. F2 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $22.01 to $22.14, 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. Read SEC document |
| October 12, 2020 Filed Oct 15, 2020 20:59 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 2,491 | $22.02 | $54,851.82 |
DisclosureSEC source: 0001209191-20-054921 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,740 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 May 28, 2020. F2 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $22.00 to $22.02, 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 |
| August 12, 2020 Filed Aug 13, 2020 21:09 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 232 | $26.01 | $6,034.32 |
DisclosureSEC source: 0001209191-20-046633 · doc4.xml · nonDerivative · entry 2 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,231 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 May 28, 2020. F3 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $26.01 to $26.02, 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 |
| August 11, 2020 Filed Aug 13, 2020 21:09 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 3,129 | $26.03 | $81,447.87 |
DisclosureSEC source: 0001209191-20-046633 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,463 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 May 28, 2020. F2 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $26.00 to $26.16, 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 |
| December 10, 2019 Filed Dec 19, 2019 22:09 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 8,001 | $36.85 | $294,836.85 |
DisclosureSEC source: 0001209191-19-061338 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,592 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 22:12 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 31,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-057236 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,593 Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 21:14 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 10,604 | $37.38 | $396,377.52 |
DisclosureSEC source: 0001209191-19-019201 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO & Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,678 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 8, 2019. F2 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $36.84 to $37.82, 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 |
| December 10, 2018 Filed Dec 11, 2018 22:51 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 6,008 | $36.85 | $221,394.80 |
DisclosureSEC source: 0001209191-18-062058 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,282 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 22:07 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 28,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061330 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,290 Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 01:17 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,714 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001209191-18-058414 · doc4.xml · derivative · entry 10 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,586 Underlying: Common Stock · 2,714 shares Expires 2022-08-21 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 March 22, 2018. F5 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 12/02/2012, 12/02/2013 and 12/02/2014. Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 01:17 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 2,714 | $41.08 | $111,491.12 |
DisclosureSEC source: 0001209191-18-058414 · doc4.xml · nonDerivative · entry 7 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,700 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 March 22, 2018. F4 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $41.00 to $41.15 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 |
| November 13, 2018 Filed Nov 14, 2018 01:17 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionCommon Stock | 2,714 | $34.35 | $93,225.90 |
DisclosureSEC source: 0001209191-18-058414 · doc4.xml · nonDerivative · entry 6 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,414 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 March 22, 2018. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 01:17 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 975 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001209191-18-058414 · doc4.xml · derivative · entry 9 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,300 Underlying: Common Stock · 975 shares Expires 2022-08-21 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 March 22, 2018. F5 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 12/02/2012, 12/02/2013 and 12/02/2014. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 01:17 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 975 | $41.24 | $40,209.00 |
DisclosureSEC source: 0001209191-18-058414 · doc4.xml · nonDerivative · entry 5 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,700 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 March 22, 2018. F3 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $41.00 to $41.36 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 |
| November 12, 2018 Filed Nov 14, 2018 01:17 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionCommon Stock | 975 | $34.35 | $33,491.25 |
DisclosureSEC source: 0001209191-18-058414 · doc4.xml · nonDerivative · entry 4 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,675 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 March 22, 2018. Read SEC document |
| November 09, 2018 Filed Nov 14, 2018 01:17 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 22,739 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001209191-18-058414 · doc4.xml · derivative · entry 8 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,275 Underlying: Common Stock · 22,739 shares Expires 2022-08-21 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 March 22, 2018. F5 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 12/02/2012, 12/02/2013 and 12/02/2014. Read SEC document |
| November 09, 2018 Filed Nov 14, 2018 01:17 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 700 | $42.00 | $29,400.00 |
DisclosureSEC source: 0001209191-18-058414 · doc4.xml · nonDerivative · entry 3 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,700 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 March 22, 2018. Read SEC document |
| November 09, 2018 Filed Nov 14, 2018 01:17 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 22,039 | $41.39 | $912,194.21 |
DisclosureSEC source: 0001209191-18-058414 · doc4.xml · nonDerivative · entry 2 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,400 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 March 22, 2018. F2 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $41.00 to $41.95 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 |
| November 09, 2018 Filed Nov 14, 2018 01:17 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionCommon Stock | 22,739 | $34.35 | $781,084.65 |
DisclosureSEC source: 0001209191-18-058414 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,439 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 March 22, 2018. Read SEC document |
| August 22, 2018 Filed Aug 23, 2018 22:09 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionCommon Stock Purchase Option · Derivative | 1 | $0.00 Strike: $34.35 | $0.00 |
DisclosureSEC source: 0001209191-18-048268 · doc4.xml · derivative · entry 6 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,014 Underlying: Common Stock · 1 shares Expires 2022-08-21 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. F3 · derivative.exercise_date: The option vested in one-third increments on the anniversary of the grant date on 8/21/2013, 8/21/2014, and 8/21/2015. Read SEC document |
| August 22, 2018 Filed Aug 23, 2018 22:09 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 1 | $44.00 | $44.00 |
DisclosureSEC source: 0001209191-18-048268 · doc4.xml · nonDerivative · entry 4 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,700 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 |
| August 22, 2018 Filed Aug 23, 2018 22:09 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionCommon Stock | 1 | $34.35 | $34.35 |
DisclosureSEC source: 0001209191-18-048268 · doc4.xml · nonDerivative · entry 3 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,701 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. 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.