TMS

SEC source: 0001193125-26-418256 · ownership.xml · nonDerivative · entry 1

HENDRIX RICHARD J · CIK 0001218306 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,000

F1 · shares: Represents an award of restricted stock units that vest in full upon the earlier of (i) the one-year anniversary of the grant date and (ii) the date of the Issuer's 2027 Annual Meeting.

SEC source: 0001193125-26-418253 · ownership.xml · nonDerivative · entry 1

Moore Evan Charles · CIK 0002134155 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,675

F1 · shares: Represents an award of restricted stock units that vest in full upon the earlier of (i) the one-year anniversary of the grant date and (ii) the date of the Issuer's 2027 Annual Meeting.

SEC source: 0001193125-26-418245 · ownership.xml · nonDerivative · entry 1

Fishman Adam J · CIK 0001504216 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,000

F1 · shares: Represents an award of restricted stock units that vest in full upon the earlier of (i) the one-year anniversary of the grant date and (ii) the date of the Issuer's 2027 Annual Meeting.

SEC source: 0001193125-26-279988 · ownership.xml · derivative · entry 3

HENDRIX RICHARD J · CIK 0001218306 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 4,500,000

Underlying: Common Stock · 4,500,000 shares

Expires 2031-06-18

F1 · price: Represents securities received as part of the Issuer's business combination (the "Merger"), in connection with the Agreement and Plan of Merger, dated November 14, 2025, as amended (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Live Oak Sponsor V, LLC (the "Sponsor"), Teamshares Inc. and the other parties thereto.

F2 · derivative.underlying: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F4 · ownership.nature: The securities reported herein are held of record by the Sponsor. The Reporting Person is the managing member of the Sponsor and holds voting and investment discretion with respect to the securities held of record by the Sponsor. As such, the Reporting Person may be deemed to have beneficial ownership of the securities held of record by the Sponsor. The Reporting Person disclaims any beneficial ownership except to the extent of his pecuniary interest therein.

SEC source: 0001193125-26-279988 · ownership.xml · derivative · entry 2

HENDRIX RICHARD J · CIK 0001218306 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 5,124,547 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: Represents securities received as part of the Issuer's business combination (the "Merger"), in connection with the Agreement and Plan of Merger, dated November 14, 2025, as amended (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Live Oak Sponsor V, LLC (the "Sponsor"), Teamshares Inc. and the other parties thereto.

F2 · derivative.exercise_price: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F1 · price: Represents securities received as part of the Issuer's business combination (the "Merger"), in connection with the Agreement and Plan of Merger, dated November 14, 2025, as amended (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Live Oak Sponsor V, LLC (the "Sponsor"), Teamshares Inc. and the other parties thereto.

F2 · price: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F1 · derivative.exercise_date: Represents securities received as part of the Issuer's business combination (the "Merger"), in connection with the Agreement and Plan of Merger, dated November 14, 2025, as amended (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Live Oak Sponsor V, LLC (the "Sponsor"), Teamshares Inc. and the other parties thereto.

F2 · derivative.exercise_date: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F1 · derivative.expiration_date: Represents securities received as part of the Issuer's business combination (the "Merger"), in connection with the Agreement and Plan of Merger, dated November 14, 2025, as amended (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Live Oak Sponsor V, LLC (the "Sponsor"), Teamshares Inc. and the other parties thereto.

F2 · derivative.expiration_date: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F2 · derivative.underlying: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F5 · balance_after: Reflects 524,783 shares that were forfeited by the Sponsor to the Issuer for no consideration pursuant to the Sponsor Letter Agreement, which was exempt from reporting pursuant to Rule 16a-4(d).

F4 · ownership.nature: The securities reported herein are held of record by the Sponsor. The Reporting Person is the managing member of the Sponsor and holds voting and investment discretion with respect to the securities held of record by the Sponsor. As such, the Reporting Person may be deemed to have beneficial ownership of the securities held of record by the Sponsor. The Reporting Person disclaims any beneficial ownership except to the extent of his pecuniary interest therein.

SEC source: 0001193125-26-279988 · ownership.xml · nonDerivative · entry 1

HENDRIX RICHARD J · CIK 0001218306 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 5,124,547

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: Represents securities received as part of the Issuer's business combination (the "Merger"), in connection with the Agreement and Plan of Merger, dated November 14, 2025, as amended (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Live Oak Sponsor V, LLC (the "Sponsor"), Teamshares Inc. and the other parties thereto.

F2 · price: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F3 · balance_after: 1,150,000 shares are subject to forfeiture if certain stock price thresholds are not achieved, and 524,781 shares are subject to forfeiture as detailed in the Sponsor Letter Agreement, dated November 14, 2025, between the Issuer (formerly known as Live Oak Acquisition Corp. V) and the Sponsor (the "Sponsor Letter Agreement").

F4 · ownership.nature: The securities reported herein are held of record by the Sponsor. The Reporting Person is the managing member of the Sponsor and holds voting and investment discretion with respect to the securities held of record by the Sponsor. As such, the Reporting Person may be deemed to have beneficial ownership of the securities held of record by the Sponsor. The Reporting Person disclaims any beneficial ownership except to the extent of his pecuniary interest therein.

SEC source: 0001193125-26-279986 · ownership.xml · derivative · entry 3

Live Oak Sponsor V, LLC · CIK 0002048695 · Former 10% Owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 4,500,000

Underlying: Common Stock · 4,500,000 shares

Expires 2031-06-18

F1 · price: Represents securities received as part of the Issuer's business combination (the "Merger"), in connection with the Agreement and Plan of Merger, dated November 14, 2025, as amended (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), the Reporting Person, Teamshares Inc. and the other parties thereto.

F2 · derivative.underlying: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F4 · ownership.nature: Reflects 524,783 shares that were forfeited by the Reporting Person to the Issuer for no consideration pursuant to the Sponsor Letter Agreement, which was exempt from reporting pursuant to Rule 16a-4(d).

SEC source: 0001193125-26-279986 · ownership.xml · derivative · entry 2

Live Oak Sponsor V, LLC · CIK 0002048695 · Former 10% Owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,124,547 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: Represents securities received as part of the Issuer's business combination (the "Merger"), in connection with the Agreement and Plan of Merger, dated November 14, 2025, as amended (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), the Reporting Person, Teamshares Inc. and the other parties thereto.

F2 · derivative.exercise_price: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F1 · price: Represents securities received as part of the Issuer's business combination (the "Merger"), in connection with the Agreement and Plan of Merger, dated November 14, 2025, as amended (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), the Reporting Person, Teamshares Inc. and the other parties thereto.

F2 · price: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F1 · derivative.exercise_date: Represents securities received as part of the Issuer's business combination (the "Merger"), in connection with the Agreement and Plan of Merger, dated November 14, 2025, as amended (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), the Reporting Person, Teamshares Inc. and the other parties thereto.

F2 · derivative.exercise_date: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F1 · derivative.expiration_date: Represents securities received as part of the Issuer's business combination (the "Merger"), in connection with the Agreement and Plan of Merger, dated November 14, 2025, as amended (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), the Reporting Person, Teamshares Inc. and the other parties thereto.

F2 · derivative.expiration_date: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F2 · derivative.underlying: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F4 · balance_after: Reflects 524,783 shares that were forfeited by the Reporting Person to the Issuer for no consideration pursuant to the Sponsor Letter Agreement, which was exempt from reporting pursuant to Rule 16a-4(d).

SEC source: 0001193125-26-279986 · ownership.xml · nonDerivative · entry 1

Live Oak Sponsor V, LLC · CIK 0002048695 · Former 10% Owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,124,547

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: Represents securities received as part of the Issuer's business combination (the "Merger"), in connection with the Agreement and Plan of Merger, dated November 14, 2025, as amended (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), the Reporting Person, Teamshares Inc. and the other parties thereto.

F2 · price: As contemplated in the Merger Agreement, the Issuer's Class B Ordinary Shares converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger.

F3 · balance_after: 1,150,000 shares are subject to forfeiture if certain stock price thresholds are not achieved, and 524,781 shares are subject to forfeiture as detailed in the Sponsor Letter Agreement, dated November 14, 2025, between the Issuer (formerly known as Live Oak Acquisition Corp. V) and the Reporting Person (the "Sponsor Letter Agreement").

SEC source: 0001193125-26-279975 · ownership.xml · derivative · entry 3

Brown Michael Ashby Sutherland · CIK 0002134354 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,804

Underlying: Common Stock · 91,804 shares

Expires 2035-11-06

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

F2 · derivative.exercise_date: The stock option will vest as to 25% of the underlying shares on September 1, 2026 and will vest thereafter in 36 substantially equal monthly installments.

SEC source: 0001193125-26-279975 · ownership.xml · nonDerivative · entry 2

Brown Michael Ashby Sutherland · CIK 0002134354 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,243,684

SEC source: 0001193125-26-279975 · ownership.xml · nonDerivative · entry 1

Brown Michael Ashby Sutherland · CIK 0002134354 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,216,510

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

SEC source: 0001193125-26-279978 · ownership.xml · derivative · entry 4

Shiiba Kevin Rikio · CIK 0002134151 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,804

Underlying: Common Stock · 91,804 shares

Expires 2035-11-06

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

F3 · derivative.exercise_date: The stock option will vest as to 25% of the underlying shares on September 1, 2026 and will vest thereafter in 36 substantially equal monthly installments.

SEC source: 0001193125-26-279978 · ownership.xml · derivative · entry 3

Shiiba Kevin Rikio · CIK 0002134151 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,000

Underlying: Common Stock · 148,000 shares

Expires 2031-05-31

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

F2 · derivative.exercise_date: The stock option is fully vested and exercisable.

SEC source: 0001193125-26-279978 · ownership.xml · nonDerivative · entry 2

Shiiba Kevin Rikio · CIK 0002134151 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 776,974

SEC source: 0001193125-26-279978 · ownership.xml · nonDerivative · entry 1

Shiiba Kevin Rikio · CIK 0002134151 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 749,800

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

SEC source: 0001193125-26-279966 · ownership.xml · derivative · entry 4

Gaebe Brian · CIK 0001682857 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,203

Underlying: Common Stock · 90,203 shares

Expires 2033-12-07

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

F4 · derivative.exercise_date: The stock option vested as to 25% of the underlying shares on November 1, 2024 and will vest thereafter in 36 substantially equal monthly installments.

SEC source: 0001193125-26-279966 · ownership.xml · derivative · entry 3

Gaebe Brian · CIK 0001682857 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,551

Underlying: Common Stock · 22,551 shares

Expires 2032-08-29

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

F3 · derivative.exercise_date: The stock option vested as to 25% of the underlying shares on August 29, 2023 and will vest thereafter in 36 substantially equal monthly installments.

SEC source: 0001193125-26-279966 · ownership.xml · derivative · entry 2

Gaebe Brian · CIK 0001682857 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,753

Underlying: Common Stock · 112,753 shares

Expires 2031-05-31

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

F2 · derivative.exercise_date: The stock option is fully vested and exercisable.

SEC source: 0001193125-26-279966 · ownership.xml · nonDerivative · entry 1

Gaebe Brian · CIK 0001682857 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,587

SEC source: 0001193125-26-279960 · ownership.xml · derivative · entry 5

Kommareddi Madhuri · CIK 0002134144 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,203

Underlying: Common Stock · 90,203 shares

Expires 2033-08-20

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

F3 · derivative.exercise_date: The stock option vested as to 25% of the underlying shares on August 1, 2024 and will vest thereafter in 36 substantially equal monthly installments.

SEC source: 0001193125-26-279960 · ownership.xml · derivative · entry 4

Kommareddi Madhuri · CIK 0002134144 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,101

Underlying: Common Stock · 45,101 shares

Expires 2032-01-13

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

F2 · derivative.exercise_date: The stock option is fully vested and exercisable.

SEC source: 0001193125-26-279960 · ownership.xml · derivative · entry 3

Kommareddi Madhuri · CIK 0002134144 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,975

Underlying: Common Stock · 15,975 shares

Expires 2031-05-31

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

F2 · derivative.exercise_date: The stock option is fully vested and exercisable.

SEC source: 0001193125-26-279960 · ownership.xml · derivative · entry 2

Kommareddi Madhuri · CIK 0002134144 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,228

Underlying: Common Stock · 74,228 shares

Expires 2031-05-31

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

F2 · derivative.exercise_date: The stock option is fully vested and exercisable.

SEC source: 0001193125-26-279960 · ownership.xml · nonDerivative · entry 1

Kommareddi Madhuri · CIK 0002134144 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,587

SEC source: 0001193125-26-279964 · ownership.xml · derivative · entry 4

Eu Alexander Zai De · CIK 0002134179 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 91,804

Underlying: Common Stock · 91,804 shares

Expires 2035-11-06

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

F3 · derivative.exercise_date: The stock option will vest as to 25% of the underlying shares on September 1, 2026 and will vest thereafter in 36 substantially equal monthly installments.

SEC source: 0001193125-26-279964 · ownership.xml · derivative · entry 3

Eu Alexander Zai De · CIK 0002134179 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 380,971

Underlying: Common Stock · 380,971 shares

Expires 2031-05-31

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

F2 · derivative.exercise_date: The stock option is fully vested and exercisable.

SEC source: 0001193125-26-279964 · ownership.xml · nonDerivative · entry 2

Eu Alexander Zai De · CIK 0002134179 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 321,812

SEC source: 0001193125-26-279964 · ownership.xml · nonDerivative · entry 1

Eu Alexander Zai De · CIK 0002134179 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 294,638

F1 · price: Represents securities received as part of the Issuer's business combination, in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC, Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement. In addition, each Legacy Teamshares stock option was automatically converted into the right to receive stock options of the Issuer, pursuant to the terms of the Merger Agreement.

SEC source: 0001193125-26-279954 · ownership.xml · nonDerivative · entry 2

Moore Evan Charles · CIK 0002134155 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,675

F2 · price: Pursuant to the terms of the Merger Agreement, reflects "bonus shares" acquired from the Sponsor pursuant to certain investment agreements. The Sponsor issued the Issuer's former Class B Ordinary Shares, which converted into shares of Class B Common Stock pursuant to the domestication of the Issuer from a Cayman Islands company to a Delaware corporation, and subsequently converted into shares of Common Stock in connection with the closing of the Merger, as contemplated in the Merger Agreement.

SEC source: 0001193125-26-279954 · ownership.xml · nonDerivative · entry 1

Moore Evan Charles · CIK 0002134155 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,805

F1 · price: Represents securities received as part of the Issuer's business combination (the "Merger"), in connection with an Agreement and Plan of Merger, dated as of November 14, 2025, as amended and supplemented from time to time (the "Merger Agreement"), by and among the Issuer (formerly known as Live Oak Acquisition Corp. V), Catalyst Sub Inc., Catalyst Sub 2 LLC, Live Oak Sponsor V, LLC (the "Sponsor"), Teamshares Inc. ("Legacy Teamshares") and Brian Gaebe, as the representative of the Legacy Teamshare holders entitled to receive earnout shares, pursuant to which the common stock of Legacy Teamshares automatically converted into newly issued shares of Common Stock, pursuant to the terms of the Merger Agreement.

SEC source: 0001213900-26-069804 · ownership.xml · derivative · entry 2

Live Oak Sponsor V, LLC · CIK 0002048695 · 10% owner

HENDRIX RICHARD J · CIK 0001218306 · Director · Chief Executive Officer · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,649,564

Underlying: Class A Ordinary Shares · 63,300 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to certain Non-Redemption Agreements among the Sponsor and certain investors, the Sponsor transferred an aggregate of 37,136 Class B ordinary shares, par value $0.0001 per share (the "Class B Shares"), to such investors, in connection with the closing of the Issuer's business combination (the "Closing") with Teamshares Inc. ("Teamshares").

F2 · kind: Pursuant to certain Share Transfer Agreements among the Sponsor and certain SAFE investors of Teamshares, the Sponsor transferred an aggregate of 63,300 Class B Shares to such investors, in connection with the Closing.

F2 · price: Pursuant to certain Share Transfer Agreements among the Sponsor and certain SAFE investors of Teamshares, the Sponsor transferred an aggregate of 63,300 Class B Shares to such investors, in connection with the Closing.

F2 · derivative.exercise_date: Pursuant to certain Share Transfer Agreements among the Sponsor and certain SAFE investors of Teamshares, the Sponsor transferred an aggregate of 63,300 Class B Shares to such investors, in connection with the Closing.

F3 · derivative.expiration_date: As described in the Issuer's registration statement on Form S-1 (File No. 333-284207) under the heading "Description of Securities--Founder Shares," the Class B Shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or at any time prior to the Issuer's initial business combination, at the option of the holder, on a one-for-one basis, subject to certain adjustments. The Class B Shares have no expiration date.

SEC source: 0001213900-26-069804 · ownership.xml · derivative · entry 1

Live Oak Sponsor V, LLC · CIK 0002048695 · 10% owner

HENDRIX RICHARD J · CIK 0001218306 · Director · Chief Executive Officer · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,712,864

Underlying: Class A Ordinary Shares · 37,136 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to certain Non-Redemption Agreements among the Sponsor and certain investors, the Sponsor transferred an aggregate of 37,136 Class B ordinary shares, par value $0.0001 per share (the "Class B Shares"), to such investors, in connection with the closing of the Issuer's business combination (the "Closing") with Teamshares Inc. ("Teamshares").

F1 · kind: Pursuant to certain Non-Redemption Agreements among the Sponsor and certain investors, the Sponsor transferred an aggregate of 37,136 Class B ordinary shares, par value $0.0001 per share (the "Class B Shares"), to such investors, in connection with the closing of the Issuer's business combination (the "Closing") with Teamshares Inc. ("Teamshares").

F1 · price: Pursuant to certain Non-Redemption Agreements among the Sponsor and certain investors, the Sponsor transferred an aggregate of 37,136 Class B ordinary shares, par value $0.0001 per share (the "Class B Shares"), to such investors, in connection with the closing of the Issuer's business combination (the "Closing") with Teamshares Inc. ("Teamshares").

F1 · derivative.exercise_date: Pursuant to certain Non-Redemption Agreements among the Sponsor and certain investors, the Sponsor transferred an aggregate of 37,136 Class B ordinary shares, par value $0.0001 per share (the "Class B Shares"), to such investors, in connection with the closing of the Issuer's business combination (the "Closing") with Teamshares Inc. ("Teamshares").

F3 · derivative.expiration_date: As described in the Issuer's registration statement on Form S-1 (File No. 333-284207) under the heading "Description of Securities--Founder Shares," the Class B Shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, or at any time prior to the Issuer's initial business combination, at the option of the holder, on a one-for-one basis, subject to certain adjustments. The Class B Shares have no expiration date.