Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCANSOURCE, INC.SCSC · Entity 2428 | SEVP & CIO | August 30, 2025 | September 03, 2025 |
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 August 30, 2025 · Filed September 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,918 |
Ending reported balance
After 2025-09-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-08-30 · Tax withholding · Disposed 344 · Balance 10,511 F1: Reflects shares withheld in satisfaction of tax withholding obligations upon vesting of restricted stock units. This is a non-market transaction. Row 2 · 2025-09-01 · Grant · Acquired 5,159 · Balance 15,670 Row 3 · 2025-09-03 · Sale · Disposed 752 · Balance 14,918 F2: Reflects shares sold pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on March 20, 2025. |
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.
F2: Reflects shares sold pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on March 20, 2025.
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 03, 2025 Filed Sep 3, 2025 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 752 | $43.57 | $32,764.64 |
DisclosureSEC source: 0000950170-25-112861 · ownership.xml · nonDerivative · entry 3 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,918 F2 · kind: Reflects shares sold pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on March 20, 2025. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 5,159 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-112861 · ownership.xml · nonDerivative · entry 2 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,670 Read SEC document |
| August 30, 2025 Filed Sep 3, 2025 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 344 | $43.65 | $15,015.60 |
DisclosureSEC source: 0000950170-25-112861 · ownership.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,511 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 29, 2025 Filed Aug 29, 2025 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 833 | $44.36 | $36,951.88 |
DisclosureSEC source: 0000950170-25-112261 · ownership.xml · nonDerivative · entry 3 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,855 F2 · kind: Reflects shares sold pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on March 20, 2025. Read SEC document |
| August 28, 2025 Filed Aug 29, 2025 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 1,080 | $44.69 | $48,265.20 |
DisclosureSEC source: 0000950170-25-112261 · ownership.xml · nonDerivative · entry 2 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,688 F2 · kind: Reflects shares sold pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on March 20, 2025. Read SEC document |
| August 27, 2025 Filed Aug 27, 2025 21:30 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 1,012 | $43.27 | $43,789.24 |
DisclosureSEC source: 0000950170-25-111747 · ownership.xml · nonDerivative · entry 3 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,149 F2 · kind: Reflects shares sold pursuant to a Rule 10b5-1 Sales Plan adopted by the reporting person on March 20, 2025. Read SEC document |
| August 27, 2025 Filed Aug 29, 2025 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 381 | $44.69 | $17,026.89 |
DisclosureSEC source: 0000950170-25-112261 · ownership.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,768 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 | 1,384 | $43.57 | $60,300.88 |
DisclosureSEC source: 0000950170-25-111747 · ownership.xml · nonDerivative · entry 2 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,161 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 | 463 | $44.34 | $20,529.42 |
DisclosureSEC source: 0000950170-25-111747 · ownership.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,545 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 21, 2025 Filed Aug 25, 2025 22:01 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 2,834 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-111263 · ownership.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,008 Read SEC document |
| June 20, 2025 Filed Jun 21, 2025 01:55 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 6,738 | $41.27 | $278,077.26 |
DisclosureSEC source: 0000950170-25-088650 · ownership.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,174 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 20, 2025. Read SEC document |
| June 07, 2025 Filed Jun 10, 2025 20:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 623 | $41.50 | $25,854.50 |
DisclosureSEC source: 0000950170-25-084318 · ownership.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,912 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 16, 2024 Filed Sep 18, 2024 20:30 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 6,343 | $46.54 | $295,203.22 |
DisclosureSEC source: 0000950170-24-107812 · ownership.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,535 F1 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $46.35 to $46.73 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 30, 2024 Filed Sep 4, 2024 20:44 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 4,387 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-103434 · ownership.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,878 Read SEC document |
| August 27, 2024 Filed Aug 29, 2024 20:30 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 2,900 | $47.90 | $138,910.00 |
DisclosureSEC source: 0000950170-24-101893 · ownership.xml · nonDerivative · entry 2 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,491 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, 2024 Filed Aug 29, 2024 20:30 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 8,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-101893 · ownership.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,391 Read SEC document |
| August 26, 2024 Filed Aug 27, 2024 22:03 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 494 | $48.91 | $24,161.54 |
DisclosureSEC source: 0000950170-24-101133 · ownership.xml · nonDerivative · entry 2 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,361 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 22:03 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 463 | $49.19 | $22,774.97 |
DisclosureSEC source: 0000950170-24-101133 · ownership.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,855 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 |
| June 10, 2024 Filed Jun 11, 2024 20:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 3,582 | $46.01 | $164,807.82 |
DisclosureSEC source: 0001209191-24-005845 · doc4.xml · nonDerivative · entry 2 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,318 F2 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $46.00 to $46.07 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 |
| June 07, 2024 Filed Jun 11, 2024 20:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 618 | $46.04 | $28,452.72 |
DisclosureSEC source: 0001209191-24-005845 · doc4.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,900 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, 2023 Filed Aug 29, 2023 21:22 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 381 | $31.52 | $12,009.12 |
DisclosureSEC source: 0001209191-23-047649 · doc4.xml · nonDerivative · entry 3 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,518 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 21:22 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 494 | $31.52 | $15,570.88 |
DisclosureSEC source: 0001209191-23-047649 · doc4.xml · nonDerivative · entry 2 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,899 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 21:22 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 5,898 | $31.52 | $185,904.96 |
DisclosureSEC source: 0001209191-23-047649 · doc4.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,393 Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 20:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 613 | $30.89 | $18,935.57 |
DisclosureSEC source: 0001209191-23-035780 · doc4.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,495 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, 2022 Filed Aug 30, 2022 21:41 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 381 | $28.66 | $10,919.46 |
DisclosureSEC source: 0001209191-22-048021 · doc4.xml · nonDerivative · entry 2 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,108 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, 2022 Filed Aug 30, 2022 21:41 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 6,298 | $28.66 | $180,500.68 |
DisclosureSEC source: 0001209191-22-048021 · doc4.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,489 Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | Tax withholdingCommon Stock | 611 | $39.37 | $24,055.07 |
DisclosureSEC source: 0001209191-22-035434 · doc4.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,191 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, 2021 Filed Sep 2, 2021 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 7,948 | $34.60 | $275,000.80 |
DisclosureSEC source: 0001209191-21-054478 · doc4.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,802 Read SEC document |
| August 27, 2021 Filed Aug 31, 2021 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 4,854 | $36.05 | $174,986.70 |
DisclosureSEC source: 0001209191-21-054108 · doc4.xml · nonDerivative · entry 1 Hayden Rachel · CIK 0001867321 · SEVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,854 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.