-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, WOFLgPmUfFEe17BRdwVQomCW+CZzCwqSxBoVbps7Ew7m2YfuUmZ+BTZ7XRuYS25S t7on79ARwT76zN+q+5IBhw== 0000914317-98-000134.txt : 19980220 0000914317-98-000134.hdr.sgml : 19980220 ACCESSION NUMBER: 0000914317-98-000134 CONFORMED SUBMISSION TYPE: SC 13D PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 19980219 SROS: NONE SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: SCANSOURCE INC CENTRAL INDEX KEY: 0000918965 STANDARD INDUSTRIAL CLASSIFICATION: WHOLESALE-COMPUTER & PERIPHERAL EQUIPMENT & SOFTWARE [5045] IRS NUMBER: 570965380 STATE OF INCORPORATION: SC FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: SC 13D SEC ACT: SEC FILE NUMBER: 005-53597 FILM NUMBER: 98545565 BUSINESS ADDRESS: STREET 1: 6 LOGUE COURT STE G CITY: GREENVILLE STATE: SC ZIP: 29615 BUSINESS PHONE: 8032882432 MAIL ADDRESS: STREET 1: 6 LOGUE COURT STE G CITY: GREENVILLE STATE: SC ZIP: 29615 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: SCHEUER WALTER CENTRAL INDEX KEY: 0000909645 STANDARD INDUSTRIAL CLASSIFICATION: [] FILING VALUES: FORM TYPE: SC 13D BUSINESS ADDRESS: STREET 1: 635 MADISON AVE CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2127539630 MAIL ADDRESS: STREET 1: 635 MADISON AVE CITY: NEW YORK STATE: NY ZIP: 10022 SC 13D 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 4*) ScanSource, Inc. - -------------------------------------------------------------------------------- (Name of Issuer) [Common Stock, No Par Value per share] - -------------------------------------------------------------------------------- (Title of Class of Securities) Common Stock 806037107 - -------------------------------------------------------------------------------- (CUSIP Number) Walter Scheuer 635 Madison Avenue, New York, New York 10022 (212) 753-9630 - -------------------------------------------------------------------------------- (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) February 9, 1998 - -------------------------------------------------------------------------------- (Date of Event which Requires Filing of this Statement) If the filing person has previously filed a statement on Schedule 13G to report the acquisition which is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(b)(3) or (4), check the following box O Check the following box if a fee is being paid with this statement O. (A fee is not required only if the filing person: (1) has a previous statement on file reporting beneficial ownership of more than five percent of the class of securities described in Item 1; and (2) has filed no amendment subsequent thereto reporting beneficial ownership of five percent or less of such class.) (See Rule 13d-7.) SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 1 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Walter Scheuer 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS 00 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States 7 SOLE VOTING POWER 89,600 ** shares 8 SHARED VOTING POWER 151,000 ** shares 9 SOLE DISPOSITIVE POWER 89,000 ** shares 10 SHARED DISPOSITIVE POWER 151,000 ** shares 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 240,600 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 5.2% 14 TYPE OF REPORTING PERSON IN ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. Beneficial ownership is disclaimed pursuant to Rule 13d-4. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 2 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Hopewell Partners 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION New York 7 SOLE VOTING POWER 8 SHARED VOTING POWER 89,600 ** shares 9 SOLE DISPOSITIVE POWER 10 SHARED DISPOSITIVE POWER 89,600 ** shares 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 89,600 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.9% 14 TYPE OF REPORTING PERSON PN ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 3 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Wayne S. Reisner 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS 00 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States 7 SOLE VOTING POWER 8 SHARED VOTING POWER 201,000 ** shares 9 SOLE DISPOSITIVE POWER 10 SHARED DISPOSITIVE POWER 201,000 ** shares 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 201,000 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 4.3% 14 TYPE OF REPORTING PERSON IN ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. Beneficial ownership is disclaimed pursuant to Rule 13d-4. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 4 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Richard Kaufman 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS 00 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 8 SHARED VOTING POWER 243,800 ** shares 9 SOLE DISPOSITIVE POWER 10 SHARED DISPOSITIVE POWER 243,800 ** shares 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 243,800 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 5.2% 14 TYPE OF REPORTING PERSON IN ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. Beneficial ownership is disclaimed pursuant to Rule 13d-4. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 5 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Trust FBO David Scheuer dated 12-11-51 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 5,000 ** shares 8 SHARED VOTING POWER 9 SOLE DISPOSITIVE POWER 5,000 ** shares 10 SHARED DISPOSITIVE POWER 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 5,000 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.1% 14 TYPE OF REPORTING PERSON 00 ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 6 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Trust FBO David Scheuer dated 5-18-54 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 57,000 ** shares 8 SHARED VOTING POWER 9 SOLE DISPOSITIVE POWER 57,000 ** shares 10 SHARED DISPOSITIVE POWER 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 57,000 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.29% 14 TYPE OF REPORTING PERSON 00 ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 7 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Trust FBO Jeffrey Scheuer dated 5-18-54 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 56,000 ** shares 8 SHARED VOTING POWER 9 SOLE DISPOSITIVE POWER 56,000 ** shares 10 SHARED DISPOSITIVE POWER 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 56,000 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.2% 14 TYPE OF REPORTING PERSON 00 ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 8 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Trust FBO Susan Scheuer dated 12-30-60 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 2,000 ** shares 8 SHARED VOTING POWER 9 SOLE DISPOSITIVE POWER 2,000 ** shares 10 SHARED DISPOSITIVE POWER 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,000 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.04% 14 TYPE OF REPORTING PERSON 00 ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 9 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Trust FBO Judith Scheuer dated 12-17-59 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 3,000 ** shares 8 SHARED VOTING POWER 9 SOLE DISPOSITIVE POWER 3,000 ** shares 10 SHARED DISPOSITIVE POWER 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,000 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.06% 14 TYPE OF REPORTING PERSON 00 ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 10 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Walter Scheuer November Charitable Trust dated 11-29-83 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 42,800 ** shares 8 SHARED VOTING POWER 9 SOLE DISPOSITIVE POWER 42,800 ** shares 10 SHARED DISPOSITIVE POWER 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 42,800 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.9% 14 TYPE OF REPORTING PERSON 00 ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 11 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON The Walter Scheuer 1993 Charitable Remainder Trust 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 50,000 ** shares 8 SHARED VOTING POWER 9 SOLE DISPOSITIVE POWER 50,000 ** shares 10 SHARED DISPOSITIVE POWER 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 50,000 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 1.1% 14 TYPE OF REPORTING PERSON 00 ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 12 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON The David Scheuer 1993 Charitable Remainder Trust 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 4,000 ** shares 8 SHARED VOTING POWER 9 SOLE DISPOSITIVE POWER 4,000 ** shares 10 SHARED DISPOSITIVE POWER 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 4,000 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.09% 14 TYPE OF REPORTING PERSON 00 ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 13 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON The Jeffrey Scheuer 1993 Charitable Remainder Trust 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 8,000 ** shares 8 SHARED VOTING POWER 9 SOLE DISPOSITIVE POWER 8,000 ** shares 10 SHARED DISPOSITIVE POWER 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 8,000 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.2% 14 TYPE OF REPORTING PERSON 00 ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 14 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON The Susan Scheuer 1993 Charitable Remainder Trust 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 8,000 ** shares 8 SHARED VOTING POWER 9 SOLE DISPOSITIVE POWER 8,000 ** shares 10 SHARED DISPOSITIVE POWER 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 8,000 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.2% 14 TYPE OF REPORTING PERSON 00 ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 15 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON The Judith Scheuer 1993 Charitable Remainder Trust 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 8,000 ** shares 8 SHARED VOTING POWER 9 SOLE DISPOSITIVE POWER 8,000 ** shares 10 SHARED DISPOSITIVE POWER 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 8,000 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.2% 14 TYPE OF REPORTING PERSON 00 ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 16 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON The Blue Ridge Foundation, Inc. 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 0 ** shares 8 SHARED VOTING POWER 9 SOLE DISPOSITIVE POWER 0 ** shares 10 SHARED DISPOSITIVE POWER 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.0% 14 TYPE OF REPORTING PERSON 00 ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 17 of 23 Pages - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON The Four Oaks Foundation, Inc. 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X} (b) 3 SEC USE ONLY 4 SOURCE OF FUNDS PF 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America 7 SOLE VOTING POWER 0 ** shares 8 SHARED VOTING POWER 9 SOLE DISPOSITIVE POWER 0 ** shares 10 SHARED DISPOSITIVE POWER 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 0 ** shares 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.0% 14 TYPE OF REPORTING PERSON 00 ** This number is included solely for the purposes of identifying shares as to which this Schedule 13D relates and is qualified in its entirety by the information contained in this Schedule 13D. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 18 of 23 Pages - -------------------------------------------------------------------------------- SCHEDULE 13D FILED PURSUANT TO RULE 13d-1 OF THE GENERAL RULES AND REGULATIONS UNDER THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED The following information supplements the information contained in the Schedule 13D dated April 12, 1994, as amended by Amendments No. 1, No. 2 and No. 3, thereto, with respect to shares of common stock, no par value per share (the "Common Stock") of ScanSource, Inc. ("ScanSource"). This Statement on Schedule 13D is hereby amended as follows: Item 2, as previously filed, is amended as follows: Blue Ridge and Four Oaks no longer own any shares of Common Stock of ScanSource and, accordingly, will no longer be Reporting Persons. Item 5. Interest in Securities of the Issuer. Item 5, as previously filed, is hereby amended in its entirety as follows: The Reporting Persons understand that there are outstanding 4,650,183 shares of Common Stock (according to Schedule 14-A filed with the Securities and Exchange Commission and dated October 23, 1997), and all percentages herein are calculated accordingly. Mr. Scheuer is one of the trustees of certain of the Trusts for the benefit of his children and grandchildren, which in the aggregate as of February 12, 1998 owned 151,000 shares (3.25%) of the outstanding Common Stock, and, accordingly, shares with the other trustees the power to vote and dispose of shares of Common Stock that are owned by those Trusts. In addition, Mr. Scheuer is the General Partner of Hopewell, which as of February 12, 1998 owned 89,600 shares (1.93%) of the outstanding Common Stock of ScanSource and has the sole power to vote and dispose of shares of Common Stock of ScanSource that are owned by Hopewell. Mr. Scheuer, as a result of his being General Partner of Hopewell, as discussed above, and, as a result of his being one of the trustees of certain of the Trusts, as discusssed above may be deemed to be a beneficial owner of the 240,600 shares (5.17%) of the outstanding Common Stock owned in the aggregate by Hopewell and certain of the Trusts reported hereunder for the purposes of Section 13(d) of the Act. Mr. Scheuer disclaims, pursuant to Rule 13d-4 promulgated under the Act, any beneficial interest in the shares of Common Stock of ScanSource owned by Hopewell and those Trusts. Mr. Resiner is one of the trustees of the Trusts for the benefit of Mr. Scheuer, Mrs. Scheuer, their children and grandchildren, which in the aggregate as of February 12, 1998 owned 201,000 shares (4.32%) of the outstanding Common Stock, and, accordingly, shares with the other trustees the power to vote and dispose of shares of Common Stock that are owned by those Trusts. Mr. Reisner, as a result of his being one of the trustees of the Trusts, as discussed above, SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 19 of 23 Pages - -------------------------------------------------------------------------------- may be deemed to be a beneficial owner of the 201,000 shares (4.32%) of the outstanding Common Stock owned in the aggregate by certain of the Trusts, reported hereunder for the purposes of Section 13(d) of the Act. Mr. Reisner disclaims, pursuant to Rule 13d-4 promulgated under the Act, any beneficial interest in the shares of Common Stock of Scan Source owned by those Trusts. Mr. Kaufman is one of the trustees of the Trusts for the benefit of Mr. Scheuer, Mrs. Scheuer, their children and grandchildren, which in the aggregate as of February 12, 1998 owned 243,800 shares (5.24%) of the outstanding Common Stock, and, accordingly, shares with the other trustees the power to vote and dispose of shares of Common Stock that are owned by those Trusts. Mr. Kaufman, as a result of his being one of the trustees of the Trusts, as discussed above, may be deemed to be a beneficial owner of the 243,800 shares (5.24%) of the outstanding Common Stock owned in the aggregate by the Trusts, reported hereunder for the purposes of Section 13(d) of the Act. Mr. Kaufman disclaims, pursuant to Rule 13d-4 promulgated under the Act, any beneficial interest in the shares of Common Stock of ScanSource owned by those Trusts. The following table sets forth certain information regarding sales by the Reporting Persons of ScanSource in the past 60 days, all of which sales were made in open market transactions.
Total Proceeds No. of Shares Sale Price (Net of Date Sold Per Share Commissions) ---- ---- --------- ------------ Blue Ridge ........................................ 2-9-98 4,000 $ 20.465 $ 81,456 Four Oaks ......................................... 2-9-98 8,000 20.465 162,913 Walter Scheuer November Charitable Trust .......... 1-6-98 600 20.00 11,964 2-11-98 7,600 20.625 156,288 Hopewell .......................................... 2-9-98 8,400 20.456 171,059 The 1993 Susan Scheuer Charitable Remainder Trust . 2-11-98 2,000 20.625 41,129 The 1993 David Scheuer Charitable Remainder Trust . 2-11-98 2,000 20.625 41,129 The 1993 Jeffrey Scheuer Charitable Remainder Trust 2-11-98 2,000 20.625 41,129 The 1993 Judith Scheuer Charitable Remainder Trust 2-11-98 2,000 20.625 41,129
As of February 12, 1998, the aggregate number of shares of ScanSource Common Stock which may be deemed to be owned beneficially by the Reporting Persons was 333,400 or 7.17% of the total outstanding shares of Common Stock of ScanSource. SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 20 of 23 Pages - -------------------------------------------------------------------------------- Signatures After reasonable inquiry and to the best of their knowledge and belief, the undersigned certify that the information set forth in this Statement is true, complete and correct. Dated: February 13, 1998 /s/Walter Scheuer ----------------- Walter Schueer (1) /s/Wayne S. Reisner ------------------- Wayne S. Reisner (2) /s/Richard Kaufman ------------------ Richard Kaufman (2) /s/Walter Scheuer ----------------- Hopewell Partners by Walter Scheuer, General Partner /s/Walter Scheuer ----------------- The Blue Ridge Foundation, Inc. by Walter Scheuer, President /s/Walter Scheuer ----------------- The Four Oaks Foundation, Inc. by Walter Scheuer, President - ----------------------- (1) Individually, and as Trustee for the following Trusts: Trust for the benefit of David Scheuer dated 12-11-51 Trust for the benefit of David Scheuer dated 5-18-54 Trust for the benefit of Susan Scheuer dated 12-30-60 Trust for the benefit of Judith Scheuer dated 12-17-59 Trust for the benefit of Jeffrey Scheuer dated 5-18-54 The 1993 Jeffrey Scheuer Charitable Remainder Trust The 1993 David Scheuer Charitable Remainder Trust The 1993 Susan Scheuer Charitable Remainder Trust The 1993 Judith Scheuer Charitable Remainder Trust (2) Individually, and as a Trustee for the following Trusts: The Walter Scheuer 1993 Charitable Remainder Trust Walter Scheuer November Charitable Trust dated 11-29-83 SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 21 of 23 Pages - -------------------------------------------------------------------------------- EXHIBIT A Trust for the Benefit of David Scheuer dated 12-11-51 Walter Scheuer, Marge P. Scheuer, David Scheuer, Wayne S. Reisner and Richard Kaufman Trustees c/o Walter Scheuer, 635 Madison Avenue, New York, New York 10022 Trust for the Benfit of David Scheuer dated 5-18-54 Walter Scheuer, Marge P. Scheuer, David Scheuer, Wayne S. Reisner and Richard Kaufman Trustees c/o Walter Scheuer, 635 Madison Avenue, New York, New York 10022 Trust for the Benefit of Jeffrey Scheuer dated 5-18-54 Walter Scheuer, Marge P. Scheuer, Jeffrey Scheuer, Wayne S. Reisner and Richard Kaufman Trustees c/o Walter Scheuer, 635 Madison Avenue, New York, New York 10022 Trust for the Benefit of Susan Scheuer dated 12-30-60 Walter Scheuer, Marge P. Scheuer, Susan Scheuer, Wayne S. Reisner and Richard Kaufman Trustees c/o Walter Scheuer, 635 Madison Avenue, New York, New York 10022 Trust for the Benefit of Judith Scheuer dated 12-17-59 Walter Scheuer, Marge P. Scheuer, Judith Scheuer, Wayne S. Reisner and Richard Kaufman Trustees c/o Walter Scheuer, 635 Madison Avenue, New York, New York 10022 Walter Scheuer November Charitable Trust dated 11-29-83 Marge P. Scheuer and Richard Kaufman, Trustees c/o Richard Kaufman, 635 Madison Avenue, New York, New York 10022 The 1993 Walter Scheuer Charitable Remainder Trust Marge P. Scheuer, Richard Kaufman, and Wayne S. Reisner, Trustees c/o Walter Scheuer, 635 Madison Avenue, New York, New York 10022 The 1993 David Scheuer Charitable Remainder Trust Walter Scheuer, Richard Kaufman and Wayne S. Reisner, Trustees c/o Walter Scheuer, 635 Madison Avenue, New York, New York 10022 The 1993 Jeffrey Scheuer Charitable Remainder Trust Walter Scheuer, Richard Kaufman and Wayne S. Reisner, Trustees c/o Walter Scheuer, 635 Madison Avenue, New York, New York 10022 The 1993 Susan Scheuer Charitable Remainder Trust Walter Scheuer, Richard Kaufman and Wayne S. Reisner, Trustees c/o Walter Scheuer, 635 Madison Avenue, New York, New York 10022 The 1993 Judith Scheuer Charitable Remainder Trust Walter Scheuer, Richard Kaufman and Wayne S. Reisner, Trustees c/o Walter Scheuer, 635 Madison Avenue, New York, New York 10022 SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 22 of 23 Pages - -------------------------------------------------------------------------------- Exhibit 1 Joint Filing Agreement In connection with Rule 13d-(f) promulgated under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to the joint filing with all other Reporting Persons with respect to the common stock, no par value, and warrants of ScanSource, Inc. a South Carolina corporation, and that this agreement be included as an Exhibit to such joint filing. This Agreement may be executed in any number of counterparts, all which taken together shall constitute one and the same instrument. IN WITNESS WHEREOF, the undersigned hereby execute this Joint Filing Agreement as of the 13th of February, 1998. Dated: February 13, 1998 /s/Walter Scheuer ----------------- Walter Schueer (1) /s/Wayne S. Reisner ------------------- Wayne S. Reisner /s/Richard Kaufman ------------------ Richard Kaufman /s/Walter Scheuer ----------------- Hopewell Partners by Walter Scheuer, General Partner /s/Walter Scheuer ----------------- The Blue Ridge Foundation, Inc. by Walter Scheuer, President /s/Walter Scheuer ----------------- The Four Oaks Foundation, Inc. by Walter Scheuer, President SCHEDULE 13D - -------------------------------------------------------------------------------- CUSIP No. CUSIP No. 806037107 Page 23 of 23 Pages - -------------------------------------------------------------------------------- (1) Individually, and as Trustee for the following Trusts: Trust for the benefit of David Scheuer dated 12-11-51 Turst for the benefit of David Scheuer dated 5-18-54 Trust for the benefit of Susan Scheuer dated 12-30-60 Trust for the benefit of Judith Scheuer dated 12-17-59 Trust for the benefit of Jeffrey Scheuer dated 5-18-54 The 1993 Jeffrey Scheuer Charitable Remainder Trust The 1993 David Scheuer Charitable Remainder Trust The 1993 Susan Scheuer Charitable Remainder Trust The 1993 Judith Scheuer Charitable Remainder Trust (2) Individually, and as a Trustee for the following Trusts: The Walter Scheuer 1993 Charitable Remainder Trust Walter Scheuer November Charitable Trust dated 11-29-83
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