Form 4: SCANSOURCE CFO Reports Routine Stock Dispositions for Tax

SCANSOURCE's SEVP & CFO, Stephen Jones, reported the disposition of shares to cover tax obligations from restricted stock unit vesting.

Summary

• Stephen Jones, SEVP & CFO of SCANSOURCE, INC. (SCSC), reported two transactions involving the disposition of common stock.
• These transactions were for the purpose of satisfying tax withholding obligations upon the vesting of restricted stock units.
• On August 25, 2025, 1,537 shares of Common Stock were disposed of at a price of $44.34 per share.
• On August 26, 2025, an additional 4,596 shares of Common Stock were disposed of at a price of $43.57 per share.
• Following these transactions, Stephen Jones beneficially owns 73,104 shares of SCANSOURCE Common Stock.
• The transactions are classified as non-market transactions, indicating they were not open market sales for personal gain.

Sentiment

Score: 5

Explanation: The filing is a routine Form 4 reporting tax-related share dispositions upon RSU vesting, which is a neutral event for company operations and executive sentiment.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

• Minimal direct impact on shareholders as these are routine tax-related transactions and not an open market sale for personal gain, thus not signaling a change in executive confidence or company outlook.

Key Dates

Recommendation

This Form 4 reports routine share dispositions by an executive to cover tax obligations upon the vesting of restricted stock units. Such transactions are common and do not reflect a change in the executive's or company's outlook, nor do they provide new information that would alter an investment thesis. Therefore, a 'hold' recommendation is appropriate as there's no new fundamental data to warrant a change.

Keywords

SCANSOURCE, SCSC, Form 4, Insider Transaction, Stock Vesting, Tax Withholding, Restricted Stock Units, Stephen Jones, CFO