| Due Diligence for Asset Managers |
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| Live Oak Bancshares Inc | |
|---|---|
| Ticker | LOB |
| CIK # | 0001462120 |
| CUSIP | 53803X105 |
| Sector | Finance - State Commercial Banks |
| Address | 1741 Tiburon Drive, Wilmington, NC 28403 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Live Oak Bancshares Inc | 2014-08-13 | 75.0 M | Exemption: 506(b) · Minimum: $5,746,188 · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001462120] | 10-K | |
| [0001462120] | 10-Q | |
| [0001462120] | 3 | |
| [0001462120] | 4 | |
| [0001462120] | 5 | |
| [0001462120] | 8-K | |
| [0001462120] | D | |
| [0001462120] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Mahan James S III
Voting Common Stock
|
2026-03-12 | Sell | 10,000 | $32.50 | 325,000 |
|
Mahan James S III
Voting Common Stock
|
2026-03-11 | Sell | 10,000 | $32.83 | 328,300 |
|
Mahan James S III
Voting Common Stock
|
2026-03-05 | Sell | 1,139 | $35.89 | 40,879 |
|
Mahan James S III
Voting Common Stock
|
2026-03-05 | Sell | 8,861 | $35.37 | 313,414 |
|
Mahan James S III
Voting Common Stock
|
2026-03-04 | Sell | 10,000 | $36.69 | 366,900 |
|
Seward Gregory W
Voting Common Stock
|
2026-03-02 | Sell | 3,000 | $36.70 | 110,100 |
|
Phifer Walter J
Voting Common Stock
|
2026-03-02 | Sell | 4,712 | $36.58 | 172,365 |
|
Mahan James S III
Voting Common Stock
|
2026-02-26 | Sell | 8,754 | $39.29 | 343,945 |
|
Mahan James S III
Voting Common Stock
|
2026-02-26 | Sell | 1,246 | $40.00 | 49,840 |
|
Mahan James S III
Voting Common Stock
|
2026-02-25 | Sell | 2,537 | $39.65 | 100,592 |
|
Mahan James S III
Voting Common Stock
|
2026-02-25 | Sell | 7,463 | $39.21 | 292,624 |
|
Seward Gregory W
Voting Common Stock
|
2026-02-23 | Option exercise | 1,000 | ||
|
Seward Gregory W
Restricted Stock Units · derivative
|
2026-02-23 | Option exercise | 1,000 | $0.00 | |
|
Moroz Mark Michael
Voting Common Stock
|
2026-02-23 | Tax withheld | 1,778 | $38.30 | 68,097 |
|
Sutherland John W
Voting Common Stock
|
2026-02-23 | Option exercise | 178 | ||
|
Cairns Michael
Restricted Stock Units · derivative
|
2026-02-23 | Option exercise | 145 | $0.00 | |
|
Phifer Walter J
Voting Common Stock
|
2026-02-23 | Option exercise | 69 | ||
|
Cairns Michael
Voting Common Stock
|
2026-02-23 | Option exercise | 145 | ||
|
Spencer Courtney
Restricted Stock Units · derivative
|
2026-02-23 | Option exercise | 2,000 | $0.00 | |
|
Moroz Mark Michael
Voting Common Stock
|
2026-02-23 | Option exercise | 4,000 | ||
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 228 | 25,822,982 |
| 2025-12-31 | 230 | 26,239,226 |
| 2025-09-30 | 223 | 23,793,369 |
| 2025-06-30 | 210 | 24,096,992 |
| 2025-03-31 | 224 | 23,621,962 |
| 2024-12-31 | 215 | 23,739,632 |
| 2024-09-30 | 210 | 23,319,601 |
| 2024-06-30 | 197 | 23,111,034 |
| 2024-03-31 | 199 | 22,684,534 |
| 2023-12-31 | 194 | 22,604,928 |
| 2023-09-30 | 173 | 21,771,588 |
| 2023-06-30 | 162 | 21,260,639 |