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 |
|---|---|---|---|---|---|---|
| December 01, 2016 Filed Dec 5, 2016 22:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Exercise / conversionCommon Stock | 38,211 | $32.13 | $1,227,719.43 |
DisclosureSEC source: 0001209191-16-153413 · doc4.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,018 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 affected pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on March 15, 2016, which is intended to comply with rule 10b5-1(c) promulgated under the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 28, 2008 Filed Sep 1, 2017 22:44 UTC Amendment | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 12,042 | $35.65 | $429,297.30 |
DisclosureSEC source: 0001209191-17-051099 · doc4a.xml · nonDerivative · entry 2 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,608 F1 · security: This Form 4/A is being filed to correct a clerical error in the original Form 4 filed on February 28, 2008, and amended on March 6, 2008. The sales reported in this Form 4/A were left off the original Form 4 in error. The remainder of transactions reported on the original Form 4, as amended, were reported properly and this Form 4/A does not amend any of those transactions. F2 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $35.59 to $36.00 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 |
| February 26, 2008 Filed Sep 1, 2017 22:44 UTC Amendment | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 300 | $36.11 | $10,833.00 |
DisclosureSEC source: 0001209191-17-051099 · doc4a.xml · nonDerivative · entry 1 BAUR MICHAEL L · CIK 0001251456 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,608 F1 · security: This Form 4/A is being filed to correct a clerical error in the original Form 4 filed on February 28, 2008, and amended on March 6, 2008. The sales reported in this Form 4/A were left off the original Form 4 in error. The remainder of transactions reported on the original Form 4, as amended, were reported properly and this Form 4/A does not amend any of those transactions. 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.