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Live Oak Bancshares, Inc.

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Tapewire entity
2023
SEC CIK
0001462120
Parsed reports
609

Last 12 months

Inside the activity.

2 purchase rows · 73 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202513
Dec 202508
Jan 202611
Feb 2026015
Mar 202607
Apr 202601
May 202608
Jun 202608
Jul 202604
Aug 2026010
Sep 202608
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 23, 2026 Filed Feb 25, 2026 22:30 UTC
SUTHERLAND JOHN W.Chief Accounting Officer
Tax withholdingVoting Common Stock 87 $38.30 $3,332.10
Disclosure

SEC source: 0001635154-26-000008 · wk-form4_1772058647.xml · nonDerivative · entry 2

SUTHERLAND JOHN W. · CIK 0001635154 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,622

Read SEC document
February 23, 2026 Filed Feb 25, 2026 22:30 UTC
SUTHERLAND JOHN W.Chief Accounting Officer
Exercise / conversionVoting Common Stock 178 Not disclosed Not disclosed
Disclosure

SEC source: 0001635154-26-000008 · wk-form4_1772058647.xml · nonDerivative · entry 1

SUTHERLAND JOHN W. · CIK 0001635154 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,709

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 22:28 UTC
Spencer CourtneyChief Experience Officer
Exercise / conversionRestricted Stock Units · Derivative 2,000 $0.00 $0.00
Disclosure

SEC source: 0001937224-26-000010 · wk-form4_1772058498.xml · derivative · entry 4

Spencer Courtney · CIK 0001937224 · Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Voting Common Stock · 2,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F2 · derivative.exercise_date: 2,000 of the RSUs vested on each of February 22, 2023, 2024 and 2025, and February 23, 2026.

F2 · derivative.expiration_date: 2,000 of the RSUs vested on each of February 22, 2023, 2024 and 2025, and February 23, 2026.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 22:28 UTC
Spencer CourtneyChief Experience Officer
Tax withholdingVoting Common Stock 889 $38.30 $34,048.70
Disclosure

SEC source: 0001937224-26-000010 · wk-form4_1772058498.xml · nonDerivative · entry 2

Spencer Courtney · CIK 0001937224 · Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,536

Read SEC document
February 23, 2026 Filed Feb 25, 2026 22:28 UTC
Spencer CourtneyChief Experience Officer
Exercise / conversionVoting Common Stock 2,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001937224-26-000010 · wk-form4_1772058498.xml · nonDerivative · entry 1

Spencer Courtney · CIK 0001937224 · Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,425

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 22:27 UTC
Seward Gregory WGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 1,000 $0.00 $0.00
Disclosure

SEC source: 0001656656-26-000008 · wk-form4_1772058462.xml · derivative · entry 3

Seward Gregory W · CIK 0001656656 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Voting Common Stock · 1,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F2 · derivative.exercise_date: The RSUs vested in five equal annual installments beginning on February 22, 2022.

F2 · derivative.expiration_date: The RSUs vested in five equal annual installments beginning on February 22, 2022.

Read SEC document
February 23, 2026 Filed Feb 25, 2026 22:27 UTC
Seward Gregory WGeneral Counsel
Tax withholdingVoting Common Stock 445 $38.30 $17,043.50
Disclosure

SEC source: 0001656656-26-000008 · wk-form4_1772058462.xml · nonDerivative · entry 2

Seward Gregory W · CIK 0001656656 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,797

Read SEC document
February 23, 2026 Filed Feb 25, 2026 22:27 UTC
Seward Gregory WGeneral Counsel
Exercise / conversionVoting Common Stock 1,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001656656-26-000008 · wk-form4_1772058462.xml · nonDerivative · entry 1

Seward Gregory W · CIK 0001656656 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 117,242

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 19, 2026 Filed Feb 20, 2026 23:06 UTC
MAHAN JAMES S IIIDirector · Chief Executive Officer · 10% owner
SaleVoting Common Stock 10,000 $40.04 $400,354.00
Disclosure

SEC source: 0001036743-26-000007 · wk-form4_1771628806.xml · nonDerivative · entry 3

MAHAN JAMES S III · CIK 0001036743 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By James S. Mahan Revocable Trust

Disclosed balance after: 3,007,844

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 27, 2025.

F4 · price: This transaction was executed in multiple trades at prices ranging from $39.575 to $40.26. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:06 UTC
MAHAN JAMES S IIIDirector · Chief Executive Officer · 10% owner
SaleVoting Common Stock 762 $41.15 $31,358.66
Disclosure

SEC source: 0001036743-26-000007 · wk-form4_1771628806.xml · nonDerivative · entry 2

MAHAN JAMES S III · CIK 0001036743 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By James S. Mahan Revocable Trust

Disclosed balance after: 3,017,844

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 27, 2025.

F3 · price: This transaction was executed in multiple trades at prices ranging from $40.97 to $41.455. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected.

Read SEC document
February 18, 2026 Filed Feb 20, 2026 23:06 UTC
MAHAN JAMES S IIIDirector · Chief Executive Officer · 10% owner
SaleVoting Common Stock 9,238 $40.26 $371,884.93
Disclosure

SEC source: 0001036743-26-000007 · wk-form4_1771628806.xml · nonDerivative · entry 1

MAHAN JAMES S III · CIK 0001036743 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By James S. Mahan Revocable Trust

Disclosed balance after: 3,018,606

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 27, 2025.

F2 · price: This transaction was executed in multiple trades at prices ranging from $39.925 to $40.90. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:02 UTC
Moroz Mark MichaelChief Banking Officer
Exercise / conversionRestricted Stock Units · Derivative 1,580 $0.00 $0.00
Disclosure

SEC source: 0002066890-26-000006 · wk-form4_1771538563.xml · derivative · entry 3

Moroz Mark Michael · CIK 0002066890 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,580

Underlying: Voting Common Stock · 1,580 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F2 · derivative.exercise_date: The RSUs vest in two equal annual installments beginning on February 14, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.

F2 · derivative.expiration_date: The RSUs vest in two equal annual installments beginning on February 14, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:02 UTC
Moroz Mark MichaelChief Banking Officer
Tax withholdingVoting Common Stock 703 $40.75 $28,647.25
Disclosure

SEC source: 0002066890-26-000006 · wk-form4_1771538563.xml · nonDerivative · entry 2

Moroz Mark Michael · CIK 0002066890 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,034

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:02 UTC
Moroz Mark MichaelChief Banking Officer
Exercise / conversionVoting Common Stock 1,580 Not disclosed Not disclosed
Disclosure

SEC source: 0002066890-26-000006 · wk-form4_1771538563.xml · nonDerivative · entry 1

Moroz Mark Michael · CIK 0002066890 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,737

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 21:56 UTC
Derraik RenatoChief Info./Digital Off., Bank
Exercise / conversionRestricted Stock Units · Derivative 1,580 $0.00 $0.00
Disclosure

SEC source: 0001864098-26-000008 · wk-form4_1771538174.xml · derivative · entry 3

Derraik Renato · CIK 0001864098 · Chief Info./Digital Off., Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,580

Underlying: Voting Common Stock · 1,580 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F2 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.

F2 · derivative.expiration_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 21:56 UTC
Derraik RenatoChief Info./Digital Off., Bank
Tax withholdingVoting Common Stock 703 $40.75 $28,647.25
Disclosure

SEC source: 0001864098-26-000008 · wk-form4_1771538174.xml · nonDerivative · entry 2

Derraik Renato · CIK 0001864098 · Chief Info./Digital Off., Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,243

Read SEC document
February 17, 2026 Filed Feb 19, 2026 21:56 UTC
Derraik RenatoChief Info./Digital Off., Bank
Exercise / conversionVoting Common Stock 1,580 Not disclosed Not disclosed
Disclosure

SEC source: 0001864098-26-000008 · wk-form4_1771538174.xml · nonDerivative · entry 1

Derraik Renato · CIK 0001864098 · Chief Info./Digital Off., Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,946

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:03 UTC
Seward Gregory WGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 2,370 $0.00 $0.00
Disclosure

SEC source: 0001656656-26-000006 · wk-form4_1771538627.xml · derivative · entry 3

Seward Gregory W · CIK 0001656656 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,370

Underlying: Voting Common Stock · 2,370 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F2 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.

F2 · derivative.expiration_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:03 UTC
Seward Gregory WGeneral Counsel
Tax withholdingVoting Common Stock 1,054 $40.75 $42,950.50
Disclosure

SEC source: 0001656656-26-000006 · wk-form4_1771538627.xml · nonDerivative · entry 2

Seward Gregory W · CIK 0001656656 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,242

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:03 UTC
Seward Gregory WGeneral Counsel
Exercise / conversionVoting Common Stock 2,370 Not disclosed Not disclosed
Disclosure

SEC source: 0001656656-26-000006 · wk-form4_1771538627.xml · nonDerivative · entry 1

Seward Gregory W · CIK 0001656656 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 117,296

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:05 UTC
SUTHERLAND JOHN W.Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 316 $0.00 $0.00
Disclosure

SEC source: 0001635154-26-000006 · wk-form4_1771538744.xml · derivative · entry 3

SUTHERLAND JOHN W. · CIK 0001635154 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 316

Underlying: Voting Common Stock · 316 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F2 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.

F2 · derivative.expiration_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:05 UTC
SUTHERLAND JOHN W.Chief Accounting Officer
Tax withholdingVoting Common Stock 158 $40.75 $6,438.50
Disclosure

SEC source: 0001635154-26-000006 · wk-form4_1771538744.xml · nonDerivative · entry 2

SUTHERLAND JOHN W. · CIK 0001635154 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,531

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:05 UTC
SUTHERLAND JOHN W.Chief Accounting Officer
Exercise / conversionVoting Common Stock 316 Not disclosed Not disclosed
Disclosure

SEC source: 0001635154-26-000006 · wk-form4_1771538744.xml · nonDerivative · entry 1

SUTHERLAND JOHN W. · CIK 0001635154 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,689

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:04 UTC
Spencer CourtneyChief Experience Officer
Exercise / conversionRestricted Stock Units · Derivative 1,580 $0.00 $0.00
Disclosure

SEC source: 0001937224-26-000008 · wk-form4_1771538668.xml · derivative · entry 4

Spencer Courtney · CIK 0001937224 · Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,580

Underlying: Voting Common Stock · 1,580 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F2 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.

F2 · derivative.expiration_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:04 UTC
Spencer CourtneyChief Experience Officer
Tax withholdingVoting Common Stock 702 $40.75 $28,606.50
Disclosure

SEC source: 0001937224-26-000008 · wk-form4_1771538668.xml · nonDerivative · entry 2

Spencer Courtney · CIK 0001937224 · Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,425

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:04 UTC
Spencer CourtneyChief Experience Officer
Exercise / conversionVoting Common Stock 1,580 Not disclosed Not disclosed
Disclosure

SEC source: 0001937224-26-000008 · wk-form4_1771538668.xml · nonDerivative · entry 1

Spencer Courtney · CIK 0001937224 · Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,127

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:01 UTC Exercise / conversionRestricted Stock Units · Derivative 1,264 $0.00 $0.00
Disclosure

SEC source: 0001453279-26-000006 · wk-form4_1771538495.xml · derivative · entry 3

Losch William C III · CIK 0001453279 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,264

Underlying: Voting Common Stock · 1,264 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F2 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.

F2 · derivative.expiration_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:01 UTC Tax withholdingVoting Common Stock 562 $40.75 $22,901.50
Disclosure

SEC source: 0001453279-26-000006 · wk-form4_1771538495.xml · nonDerivative · entry 2

Losch William C III · CIK 0001453279 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 212,278

Read SEC document
February 17, 2026 Filed Feb 19, 2026 22:01 UTC Exercise / conversionVoting Common Stock 1,264 Not disclosed Not disclosed
Disclosure

SEC source: 0001453279-26-000006 · wk-form4_1771538495.xml · nonDerivative · entry 1

Losch William C III · CIK 0001453279 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 212,840

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:10 UTC
Derraik RenatoChief Info./Digital Off., Bank
Exercise / conversionRestricted Stock Units · Derivative 17,923 $0.00 $0.00
Disclosure

SEC source: 0001864098-26-000006 · wk-form4_1771369816.xml · derivative · entry 6

Derraik Renato · CIK 0001864098 · Chief Info./Digital Off., Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,846

Underlying: Voting Common Stock · 17,923 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F3 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.

F3 · derivative.expiration_date: The RSUs vest in five equal annual installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:10 UTC
Derraik RenatoChief Info./Digital Off., Bank
Tax withholdingVoting Common Stock 7,965 $40.54 $322,901.10
Disclosure

SEC source: 0001864098-26-000006 · wk-form4_1771369816.xml · nonDerivative · entry 4

Derraik Renato · CIK 0001864098 · Chief Info./Digital Off., Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,366

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:10 UTC
Derraik RenatoChief Info./Digital Off., Bank
Exercise / conversionVoting Common Stock 17,923 Not disclosed Not disclosed
Disclosure

SEC source: 0001864098-26-000006 · wk-form4_1771369816.xml · nonDerivative · entry 3

Derraik Renato · CIK 0001864098 · Chief Info./Digital Off., Bank

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,331

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:16 UTC
SUTHERLAND JOHN W.Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 711 $0.00 $0.00
Disclosure

SEC source: 0001635154-26-000004 · wk-form4_1771370199.xml · derivative · entry 6

SUTHERLAND JOHN W. · CIK 0001635154 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,423

Underlying: Voting Common Stock · 711 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F3 · derivative.exercise_date: The RSUs vest in five pro rata installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.

F3 · derivative.expiration_date: The RSUs vest in five pro rata installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:16 UTC
SUTHERLAND JOHN W.Chief Accounting Officer
Tax withholdingVoting Common Stock 354 $40.54 $14,351.16
Disclosure

SEC source: 0001635154-26-000004 · wk-form4_1771370199.xml · nonDerivative · entry 4

SUTHERLAND JOHN W. · CIK 0001635154 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,373

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February 13, 2026 Filed Feb 17, 2026 23:16 UTC
SUTHERLAND JOHN W.Chief Accounting Officer
Exercise / conversionVoting Common Stock 711 Not disclosed Not disclosed
Disclosure

SEC source: 0001635154-26-000004 · wk-form4_1771370199.xml · nonDerivative · entry 3

SUTHERLAND JOHN W. · CIK 0001635154 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,727

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:15 UTC
Spencer CourtneyChief Experience Officer
Exercise / conversionRestricted Stock Units · Derivative 2,845 $0.00 $0.00
Disclosure

SEC source: 0001937224-26-000006 · wk-form4_1771370143.xml · derivative · entry 7

Spencer Courtney · CIK 0001937224 · Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,690

Underlying: Voting Common Stock · 2,845 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F3 · derivative.exercise_date: The RSUs vest in five pro rata installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.

F3 · derivative.expiration_date: The RSUs vest in five pro rata installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:15 UTC
Spencer CourtneyChief Experience Officer
Tax withholdingVoting Common Stock 1,264 $40.54 $51,242.56
Disclosure

SEC source: 0001937224-26-000006 · wk-form4_1771370143.xml · nonDerivative · entry 4

Spencer Courtney · CIK 0001937224 · Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,547

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:15 UTC
Spencer CourtneyChief Experience Officer
Exercise / conversionVoting Common Stock 2,845 Not disclosed Not disclosed
Disclosure

SEC source: 0001937224-26-000006 · wk-form4_1771370143.xml · nonDerivative · entry 3

Spencer Courtney · CIK 0001937224 · Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,811

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:14 UTC
Seward Gregory WGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 11,948 $0.00 $0.00
Disclosure

SEC source: 0001656656-26-000004 · wk-form4_1771370078.xml · derivative · entry 6

Seward Gregory W · CIK 0001656656 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,898

Underlying: Voting Common Stock · 11,948 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F3 · derivative.exercise_date: The RSUs vest in five pro rata installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.

F3 · derivative.expiration_date: The RSUs vest in five pro rata installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:14 UTC
Seward Gregory WGeneral Counsel
Tax withholdingVoting Common Stock 5,310 $40.54 $215,267.40
Disclosure

SEC source: 0001656656-26-000004 · wk-form4_1771370078.xml · nonDerivative · entry 4

Seward Gregory W · CIK 0001656656 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,926

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:14 UTC
Seward Gregory WGeneral Counsel
Exercise / conversionVoting Common Stock 11,948 Not disclosed Not disclosed
Disclosure

SEC source: 0001656656-26-000004 · wk-form4_1771370078.xml · nonDerivative · entry 3

Seward Gregory W · CIK 0001656656 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 120,236

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:11 UTC Exercise / conversionRestricted Stock Units · Derivative 17,923 $0.00 $0.00
Disclosure

SEC source: 0001453279-26-000004 · wk-form4_1771369858.xml · derivative · entry 6

Losch William C III · CIK 0001453279 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,846

Underlying: Voting Common Stock · 17,923 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F3 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.

F3 · derivative.expiration_date: The RSUs vest in five equal annual installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:11 UTC Tax withholdingVoting Common Stock 7,965 $40.54 $322,901.10
Disclosure

SEC source: 0001453279-26-000004 · wk-form4_1771369858.xml · nonDerivative · entry 4

Losch William C III · CIK 0001453279 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 211,576

Read SEC document
February 13, 2026 Filed Feb 17, 2026 23:11 UTC Exercise / conversionVoting Common Stock 17,923 Not disclosed Not disclosed
Disclosure

SEC source: 0001453279-26-000004 · wk-form4_1771369858.xml · nonDerivative · entry 3

Losch William C III · CIK 0001453279 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 219,541

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 12, 2026 Filed Feb 13, 2026 22:13 UTC
MAHAN JAMES S IIIDirector · Chief Executive Officer · 10% owner
SaleVoting Common Stock 735 $40.92 $30,072.60
Disclosure

SEC source: 0001036743-26-000004 · wk-form4_1771020817.xml · nonDerivative · entry 4

MAHAN JAMES S III · CIK 0001036743 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By James S. Mahan Revocable Trust

Disclosed balance after: 3,027,844

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 27, 2025.

F5 · price: This transaction was executed in multiple trades at prices ranging from $40.66 to $41.07. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected.

Read SEC document
February 12, 2026 Filed Feb 13, 2026 22:13 UTC
MAHAN JAMES S IIIDirector · Chief Executive Officer · 10% owner
SaleVoting Common Stock 9,265 $40.05 $371,026.19
Disclosure

SEC source: 0001036743-26-000004 · wk-form4_1771020817.xml · nonDerivative · entry 3

MAHAN JAMES S III · CIK 0001036743 · Director · Chief Executive Officer · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By James S. Mahan Revocable Trust

Disclosed balance after: 3,028,579

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 27, 2025.

F4 · price: This transaction was executed in multiple trades at prices ranging from $39.565 to $40.42. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected.

Read SEC document
February 12, 2026 Filed Feb 17, 2026 23:12 UTC
Moroz Mark MichaelChief Banking Officer
Exercise / conversionRestricted Stock Units · Derivative 2,253 $0.00 $0.00
Disclosure

SEC source: 0002066890-26-000004 · wk-form4_1771369921.xml · derivative · entry 3

Moroz Mark Michael · CIK 0002066890 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,760

Underlying: Voting Common Stock · 2,253 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F2 · derivative.exercise_date: The RSUs vest in four equal annual installments beginning on February 12, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.

F2 · derivative.expiration_date: The RSUs vest in four equal annual installments beginning on February 12, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.

Read SEC document
February 12, 2026 Filed Feb 17, 2026 23:12 UTC
Moroz Mark MichaelChief Banking Officer
Tax withholdingVoting Common Stock 1,002 $40.22 $40,300.44
Disclosure

SEC source: 0002066890-26-000004 · wk-form4_1771369921.xml · nonDerivative · entry 2

Moroz Mark Michael · CIK 0002066890 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,157

Read SEC document
February 12, 2026 Filed Feb 17, 2026 23:12 UTC
Moroz Mark MichaelChief Banking Officer
Exercise / conversionVoting Common Stock 2,253 Not disclosed Not disclosed
Disclosure

SEC source: 0002066890-26-000004 · wk-form4_1771369921.xml · nonDerivative · entry 1

Moroz Mark Michael · CIK 0002066890 · Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,159

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

Read SEC document
February 12, 2026 Filed Feb 17, 2026 23:13 UTC
Phifer Walter JChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 2,003 $0.00 $0.00
Disclosure

SEC source: 0002006943-26-000006 · wk-form4_1771370005.xml · derivative · entry 3

Phifer Walter J · CIK 0002006943 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,009

Underlying: Voting Common Stock · 2,003 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.

F2 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on February 12, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date.

F2 · derivative.expiration_date: The RSUs vest in five equal annual installments beginning on February 12, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.