Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCANSOURCE, INC.SCSC · Entity 2428 | Director | September 01, 2026 | September 03, 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 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,527 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 3,234 · Balance 33,527 |
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 23:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-382258 · ownership.xml · nonDerivative · entry 1 Ramoneda Dorothy F · CIK 0001599156 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,527 Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,693 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-112863 · ownership.xml · nonDerivative · entry 1 Ramoneda Dorothy F · CIK 0001599156 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,293 Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 21:01 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,141 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-103437 · ownership.xml · nonDerivative · entry 1 Ramoneda Dorothy F · CIK 0001599156 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,600 Read SEC document |
| 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: 0001209191-23-047593 · doc4.xml · nonDerivative · entry 1 Ramoneda Dorothy F · CIK 0001599156 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,459 Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 21:40 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 5,300 | $28.66 | $151,898.00 |
DisclosureSEC source: 0001209191-22-048020 · doc4.xml · nonDerivative · entry 1 Ramoneda Dorothy F · CIK 0001599156 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,700 Read SEC document |
| August 27, 2021 Filed Aug 31, 2021 23:47 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,700 | $36.05 | $133,385.00 |
DisclosureSEC source: 0001209191-21-054166 · doc4.xml · nonDerivative · entry 1 Ramoneda Dorothy F · CIK 0001599156 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,400 Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:42 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 5,300 | $24.68 | $130,804.00 |
DisclosureSEC source: 0001209191-20-060029 · doc4.xml · nonDerivative · entry 1 Ramoneda Dorothy F · CIK 0001599156 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,700 Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 22:07 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 4,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-057231 · doc4.xml · nonDerivative · entry 1 Ramoneda Dorothy F · CIK 0001599156 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,400 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.