SCSC SCANSOURCE, INC. Insider Trading

CEO Michael L Baur sells 25,000 shares ($894.5K) at SCSC; 90-day history shows 5 of 5 prior SCSC sells were well-timed ahead of declines

Michael L Baur, CEO, President, and Board Chair of SCANSOURCE, INC., executed 3 separate sales totaling 25,000 shares for $894,541.67 between March 13–16, 2026, reducing his holdings by 13.7% to 157,512 shares. His timing pattern at SCSC is notable: all 5 of his prior sales at this ticker were followed by negative 90-day returns, indicating consistent well-timed positioning ahead of downturns. The current environment shows revenue contracting -6.7% year-over-year and the stock trading -21.7% below its 52-week high and -14.3% lower over the past 90 days. This sale, combined with his established pattern of well-timed dispositions at this ticker, suggests the CEO's assessment of recent price levels relative to evolving business fundamentals.

Director Mathis Charles Alexander purchases 6,000 shares at $35.20 avg, raising holdings to 24.8K shares (+31.9%)

Mathis Charles Alexander, a Director at SCANSOURCE, INC., executed 2 separate purchases totaling 6,000 shares for $211,230.00 on 2026-02-11 at a blended average price of $35.20. This acquisition increases his shareholdings by 31.9% relative to pre-transaction holdings of 18,793 shares, bringing his post-transaction position to 24,793 shares. The purchase occurs in a context where the stock is trading at $35.72 (current price), down 21.3% from the 52-week high of $45.40 and down 13.4% over the past 30 days, suggesting the director is buying into a period of recent weakness. The company's fundamentals show modest profitability with net income of $16,493,000.00 on quarterly revenue of $766,512,000.00, a P/E ratio of 10.38, and annual revenue decline of 6.7% year-over-year, indicating headwinds in the underlying business. The magnitude of the purchase and substantial increase to directorial shareholdings merit tracking as further indicator of insider assessment of valuation or company prospects.

CEO Baur sells 20,000 SCSC shares (9.9% of holdings) across 5 trades for $823.4K at $41.17 avg; stock down 5.0% in 90 days.

Michael L. Baur, CEO, President, and Board Chair, conducted five separate sales totaling 20,000 shares for $823,367.78 during December 10–16, 2025, reducing his holdings by 9.9% to 182,512 shares. The blended average sale price of $41.17 compares to the current price of $41.74, a modest 1.4% premium, while the stock is -21.4% from its 52-week high of $53.11. Critically, Baur's prior same-ticker history at SCSC shows a consistent pattern: his last four measurable sales each posted negative 90-day returns (-6.2%, -7.2%, -6.2%, +4.8% [outlier], -3.8%, -6.1%), suggesting his sell timing at this ticker has historically aligned with subsequent weakness. The company's fundamentals show revenue decline of -6.7% year-over-year despite a low P/E of 12.31, indicating the market may be pricing in structural headwinds rather than valuation recovery. A near-10% stake reduction by the CEO warrants observation given both the historical accuracy of his sell-timing at SCSC and the company's deteriorating top-line trajectory.

SCSC CEO Michael L. Baur sold 150,000 shares (42.6% of holdings) for $6,714,259.22 in two transactions at $44.96 and $44.34

Michael L. Baur, CEO, President, and Board Chair of ScanSource, executed two separate open-market sales totaling 150,000 shares for $6,714,259.22, reducing his holdings from 352,512 shares to 202,512 shares—a 42.6% reduction. The blended average sale price of $44.76 was 2.2% above the current price of $43.80 and sits in the middle of the 52-week range, not at an inflated peak. At the same-ticker level, Baur's prior 5 trades at SCSC show mixed timing outcomes: 3 of 5 prior sells were well-timed at the 90-day mark (stock declined after the sale), but 2 generated positive returns. His cross-ticker track record shows a 40.00% well-timed rate on prior sells, suggesting below-average historical timing accuracy. The company's fundamentals show -6.7% annual revenue growth, modest net income of $17.4M on $704.8M quarterly revenue, and a reasonable P/E of 15.48, offering limited context for the motivation behind this substantial portfolio reduction.

CEO Baur sells 35,000 SCSC shares across 4 trades (Feb 6–10) for $1.3M at $38.53 avg; stock down 27.0% from 52-week high.

BAUR MICHAEL L, CEO & Chairman, executed four separate sales totaling 35,000 shares for $1,348,683.22 between February 6 and February 10, 2025, reducing his holdings from 177,760 shares to 142,760 shares (-19.7%). The sales occurred at an average price of $38.53 against a current price of $38.76 and a 52-week high of $53.11, with the stock down 27.0% from peak and off 18.1% over the past 30 days. Fundamentally, SCANSOURCE faces headwinds: annual revenue growth is -13.9% and net income is $17.1M on revenues of $747.5M. While his cross-ticker track record shows 20 prior sells with an average 90-day return of +9.9% (indicating historically poor sell timing), his same-ticker history at SCSC offers limited insight—five prior November sales show mixed 30-day outcomes (ranging -2.9% to +7.2%), with no measurable 90-day results yet. The execution of multiple tranches over three trading days during a period of significant stock weakness and negative revenue trajectory warrants attention to underlying business momentum.

CEO Baur sold 30,000 shares ($1.5M) in 2 transactions at $49.12 and $48.98; stock now at $49.89, near 52-week high.

Michael L Baur, CEO & Chairman, executed 2 separate open-market sales totaling 30,000 shares for $1,472,436.32 ($1.5M) at blended average price $49.08 on November 19–20, 2024, reducing his holdings by 14.4% from 207.8K to 177.8K shares. The sales occurred at prices near current market levels ($49.89), with the stock trading at 30-day +6.0% and 90-day +1.4% momentum, within 4.6% of its 52-week high of $52.30. Across his cross-ticker track record, Baur's prior 18 open-market sells averaged a 90-day return of +9.9% with a 0.00% well-timed rate, indicating his selling history has not preceded price declines. At SCSC specifically, 4 of his 5 prior trades occurred in the five days immediately before this filing (Nov 14–18), followed by these two transactions, suggesting a sustained liquidation pattern over a concentrated window.

CEO Michael L. Baur sold 70,000 shares for $3.4M across 4 transactions (blended avg $49.20) in Nov 2024, reducing holdings 28.3%

Michael L. Baur (CEO & Chairman) sold 70,000 shares (70.0K shares) for $3,444,142.72 across 4 separate sales on 2024-11-14, 2024-11-15, and 2024-11-18 at prices ranging from $48.91 to $49.57, with a blended average price of $49.20. Post-transaction holdings fell to 177,760 shares from 247,760 shares, a net reduction of 28.3% versus pre-transaction holdings. His prior open-market sell activity across all tickers shows an average 90-day return of +9.9% with a 0.00% well-timed rate, indicating his past sells have not preceded downturns; at SCSC specifically, all 5 prior sales were followed by positive 90-day returns (ranging 9.5% to 14.4%), signaling consistent poor timing. The stock is currently priced at $49.38, only -5.6% from its 52-week high of $52.30, and has seen modest short-term gains (+1.7% over 30 days, +2.4% over 90 days). The sale occurs amid an annual revenue decline of -13.9% (FY vs prior FY) and a compressed net income margin ($17.0M net income on $775.6M quarterly revenue).

CEO Michael L. Baur sold 34,139 shares of SCSC for $1,458,257.22 across 3 transactions (July 10–11); holdings fell 22.4%.

Michael L. Baur, CEO and Chairman, executed 3 separate sales totaling 34,139 shares for $1,458,257.22 at a blended average price of $42.72 on July 10–11, reducing his holdings from 152,219 shares to 118,080 shares (a 22.4% reduction). The current price of $44.12 is -12.8% from the 52-week high of $50.62, and the stock is down 3.0% over 30 days; no FLAG indicates a 10b5-1 plan, so timing context is relevant. The CEO's cross-ticker track record shows 11 prior sells with a 90d well-timed rate of 0.00% (all poorly timed, with the stock rising after), though at SCSC specifically, prior outcomes remain unmeasurable. This concentrated three-day selling window by the chief executive, representing a material reduction in CEO skin-in-the-game, merits scrutiny given the magnitude and the company's fundamentals (P/E 13.66, +7.3% annual revenue growth, $1.1B market cap).

CEO Baur sold 76,301 shares over 5 trades (Jul 1-9) for $3.2M at blended avg $42.41, reducing stake by -39.3%.

Michael L. Baur, CEO & Chairman, executed 5 separate sales totaling 76,301 shares for $3,235,831.14 between July 1 and July 9, 2024, at prices ranging from $41.71 to $43.31. This represents a substantial reduction of -39.3% from his pre-transaction holdings of 194,381 shares, bringing his position to 118,080 shares post-transaction. The stock is currently trading at $41.83, down -17.4% from the 52-week high of $50.62, and the insider's aggregate sales occurred near the upper end of the recent trading range. The company's fundamentals show a P/E of 12.95 with revenue growth of +7.3% year-over-year and a $1.0B market cap, but the timing of this heavy concentration of sales within a single week—especially given the stock's subsequent 30-day decline of -9.1%—represents a material change in executive ownership that warrants investor attention.

CEO Baur sells 53,653 shares at $43.51 avg for $2.3M; holdings drop -31.2% to 118,080 shares.

Michael L. Baur, CEO & Chairman, executed five separate sales totaling 53,653 (53.7K shares) for $2,334,706.90 ($2.3M) at an average price of $43.51 on July 1–3, 2024. This represents a substantial reduction of -31.2% in his stockholdings, from 171,733 shares to 118,080 shares. The stock is trading at $43.75, approximately 13.6% below its 52-week high of $50.62, following an 8.9% decline over the prior 30 days. At the ticker level, his prior sale on 2024-01-10 generated a positive 90d return of 9.5%, indicating the stock subsequently rose after that sale—a poorly-timed outcome. The current multi-transaction sale occurs in a context of near-term price weakness and a pattern of similar sales that did not precede declines; investors should monitor whether this larger exit, concentrated within three trading days, reflects a material change in his assessments or portfolio positioning.