UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13D
Under the Securities Exchange Act of 1934
(Amendment No. 4*)
ScanSource, Inc.
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(Name of Issuer)
[Common Stock, No Par Value per share]
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(Title of Class of Securities)
Common Stock 806037107
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(CUSIP Number)
Walter Scheuer
635 Madison Avenue, New York, New York 10022
(212) 753-9630
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(Name, Address and Telephone Number of Person Authorized to Receive Notices and
Communications)
February 9, 1998
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(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.)
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 1 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 2 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 3 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 4 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 5 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 6 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 7 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 8 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 9 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 10 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 11 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 12 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 13 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 14 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 15 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 16 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 17 of 23 Pages
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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.
<PAGE>
SCHEDULE 13D
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CUSIP No. CUSIP No. 806037107 Page 18 of 23 Pages
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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,
<PAGE>
SCHEDULE 13D
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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.
<TABLE>
<CAPTION>
Total Proceeds
No. of Shares Sale Price (Net of
Date Sold Per Share Commissions)
---- ---- --------- ------------
<S> <C> <C> <C> <C>
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
</TABLE>
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.
<PAGE>
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
<PAGE>
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
<PAGE>
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
<PAGE>
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
