Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCANSOURCE, INC.SCSC · Entity 2428 | SVP & Chief Accounting Officer | September 04, 2026 | September 04, 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 04, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,907 |
Ending reported balance
After 2026-09-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-04 · Sale · Disposed 5,259 · Balance 9,941 F1: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $56.91 to $57.72 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 2 · 2026-09-04 · Sale · Disposed 34 · Balance 9,907 F2: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $57.99 to $58.17 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. |
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 $56.91 to $57.72 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 $57.99 to $58.17 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.
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 04, 2026 Filed Sep 4, 2026 20:56 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 34 | $58.04 | $1,973.36 |
DisclosureSEC source: 0001193125-26-383791 · ownership.xml · nonDerivative · entry 2 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,907 F2 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $57.99 to $58.17 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 04, 2026 Filed Sep 4, 2026 20:56 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 5,259 | $57.43 | $302,024.37 |
DisclosureSEC source: 0001193125-26-383791 · ownership.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,941 F1 · price: The price reported in column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $56.91 to $57.72 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 01, 2026 Filed Sep 3, 2026 23:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 481 | $56.24 | $27,051.44 |
DisclosureSEC source: 0001193125-26-382255 · ownership.xml · nonDerivative · entry 2 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,200 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 |
| September 01, 2026 Filed Sep 3, 2026 23:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-382255 · ownership.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,681 Read SEC document |
| August 30, 2026 Filed Sep 1, 2026 21:44 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 239 | $56.55 | $13,515.45 |
DisclosureSEC source: 0001193125-26-378744 · ownership.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,087 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 |
| August 26, 2026 Filed Aug 27, 2026 22:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 329 | $56.17 | $18,479.93 |
DisclosureSEC source: 0001193125-26-371664 · ownership.xml · nonDerivative · entry 2 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,326 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 |
| August 25, 2026 Filed Aug 27, 2026 22:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 331 | $56.19 | $18,598.89 |
DisclosureSEC source: 0001193125-26-371664 · ownership.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,655 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 |
| September 01, 2025 Filed Sep 3, 2025 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 4,616 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-112872 · ownership.xml · nonDerivative · entry 3 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,986 Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 119 | $43.65 | $5,194.35 |
DisclosureSEC source: 0000950170-25-112872 · ownership.xml · nonDerivative · entry 2 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,370 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 |
| August 30, 2025 Filed Sep 3, 2025 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 239 | $43.65 | $10,432.35 |
DisclosureSEC source: 0000950170-25-112872 · ownership.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,489 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 |
| August 27, 2025 Filed Aug 29, 2025 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 120 | $44.69 | $5,362.80 |
DisclosureSEC source: 0000950170-25-112265 · ownership.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,728 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 |
| August 26, 2025 Filed Aug 27, 2025 21:30 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 326 | $43.57 | $14,203.82 |
DisclosureSEC source: 0000950170-25-111750 · ownership.xml · nonDerivative · entry 2 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,848 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 |
| August 25, 2025 Filed Aug 27, 2025 21:30 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 332 | $44.34 | $14,720.88 |
DisclosureSEC source: 0000950170-25-111750 · ownership.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,174 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 19, 2024 Filed Dec 20, 2024 22:30 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 1,845 | $49.38 | $91,106.10 |
DisclosureSEC source: 0000950170-24-139148 · ownership.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,506 F1 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $49.33 to $49.38 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 01, 2024 Filed Sep 4, 2024 20:34 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 118 | $50.94 | $6,010.92 |
DisclosureSEC source: 0000950170-24-103445 · ownership.xml · nonDerivative · entry 2 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,351 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 |
| August 30, 2024 Filed Sep 4, 2024 20:34 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,043 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-103445 · ownership.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,469 Read SEC document |
| August 27, 2024 Filed Aug 29, 2024 20:30 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 120 | $47.90 | $5,748.00 |
DisclosureSEC source: 0000950170-24-101894 · ownership.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,426 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 |
| August 26, 2024 Filed Aug 27, 2024 22:05 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 324 | $48.91 | $15,846.84 |
DisclosureSEC source: 0000950170-24-101135 · ownership.xml · nonDerivative · entry 2 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,546 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 |
| August 25, 2024 Filed Aug 27, 2024 22:05 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 349 | $49.19 | $17,167.31 |
DisclosureSEC source: 0000950170-24-101135 · ownership.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,870 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 |
| May 10, 2024 Filed May 13, 2024 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 1,253 | $47.26 | $59,216.78 |
DisclosureSEC source: 0001209191-24-005622 · doc4.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,219 F1 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $47.24 to $47.29 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 · balance_after: Includes 7 shares purchased via the ScanSource, Inc. Employee Stock Purchase Plan. Read SEC document |
| December 15, 2023 Filed Dec 15, 2023 23:10 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 663 | $38.86 | $25,764.18 |
DisclosureSEC source: 0001209191-23-058862 · doc4.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,465 F1 · balance_after: Includes 8 shares purchased via the ScanSource, Inc. Employee Stock Purchase Plan. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 21:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 566 | $36.55 | $20,687.30 |
DisclosureSEC source: 0001209191-23-058269 · doc4.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,120 F1 · balance_after: Includes 142 shares purchased via the ScanSource, Inc. Employee Stock Purchase Plan. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 259 | $32.73 | $8,477.07 |
DisclosureSEC source: 0001209191-23-055735 · doc4.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,544 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 |
| September 01, 2023 Filed Sep 5, 2023 22:38 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 1,507 | $33.20 | $50,032.40 |
DisclosureSEC source: 0001209191-23-048243 · doc4.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,803 Read SEC document |
| August 27, 2023 Filed Aug 29, 2023 21:09 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 141 | $31.52 | $4,444.32 |
DisclosureSEC source: 0001209191-23-047632 · doc4.xml · nonDerivative · entry 3 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,296 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 |
| August 26, 2023 Filed Aug 29, 2023 21:09 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 384 | $31.52 | $12,103.68 |
DisclosureSEC source: 0001209191-23-047632 · doc4.xml · nonDerivative · entry 2 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,437 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 |
| August 25, 2023 Filed Aug 29, 2023 21:09 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,808 | $31.52 | $120,028.16 |
DisclosureSEC source: 0001209191-23-047632 · doc4.xml · nonDerivative · entry 1 Ford Brandy · CIK 0001976915 · SVP & Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,821 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.