Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Live Oak Bancshares, Inc.LOB · Entity 2023 | Director | August 22, 2023 | September 06, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Live Oak Bancshares, Inc.
Report date August 22, 2023 · Filed September 06, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 1,881 |
Reported balance
After 2023-08-22 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2023-08-22 · Tax withholding · Disposed 0 · Balance 1,881 F1: On August 23, 2023, the reporting person filed a Form 4 which inadvertently reported that 654 shares were withheld to satisfy withholding taxes applicable upon vesting of the August 22, 2022 grant of restricted stock units; 0 shares were withheld to satisfy withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 23, 2023, the reporting person filed a Form 4 which inadvertently reported that 654 shares were withheld to satisfy withholding taxes applicable upon vesting of the August 22, 2022 grant of restricted stock units; 0 shares were withheld to satisfy withholding taxes.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 22, 2023 Filed Aug 23, 2023 18:05 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047109 · doc4.xml · derivative · entry 3 Crawford Casey S · CIK 0001938563 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 1,881 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. voting common stock. F2 · derivative.exercise_date: The RSUs vested on August 21, 2023. F2 · derivative.expiration_date: The RSUs vested on August 21, 2023. Read SEC document |
| August 22, 2023 Filed Aug 23, 2023 18:05 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 654 | $33.62 | $21,987.48 |
DisclosureSEC source: 0001209191-23-047109 · doc4.xml · nonDerivative · entry 2 Crawford Casey S · CIK 0001938563 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,227 Read SEC document |
| August 22, 2023 Filed Aug 23, 2023 18:05 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,881 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-047109 · doc4.xml · nonDerivative · entry 1 Crawford Casey S · CIK 0001938563 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,881 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. voting common stock. Read SEC document |
| August 22, 2023 Filed Sep 6, 2023 17:43 UTC Amendment | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-048482 · doc4a.xml · nonDerivative · entry 1 Crawford Casey S · CIK 0001938563 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,881 F1 · kind: On August 23, 2023, the reporting person filed a Form 4 which inadvertently reported that 654 shares were withheld to satisfy withholding taxes applicable upon vesting of the August 22, 2022 grant of restricted stock units; 0 shares were withheld to satisfy withholding taxes. F1 · shares: On August 23, 2023, the reporting person filed a Form 4 which inadvertently reported that 654 shares were withheld to satisfy withholding taxes applicable upon vesting of the August 22, 2022 grant of restricted stock units; 0 shares were withheld to satisfy withholding taxes. F1 · price: On August 23, 2023, the reporting person filed a Form 4 which inadvertently reported that 654 shares were withheld to satisfy withholding taxes applicable upon vesting of the August 22, 2022 grant of restricted stock units; 0 shares were withheld to satisfy withholding taxes. F1 · acquired: On August 23, 2023, the reporting person filed a Form 4 which inadvertently reported that 654 shares were withheld to satisfy withholding taxes applicable upon vesting of the August 22, 2022 grant of restricted stock units; 0 shares were withheld to satisfy withholding taxes. Read SEC document |
| May 16, 2023 Filed May 18, 2023 17:47 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 3,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030763 · doc4.xml · derivative · entry 1 Crawford Casey S · CIK 0001938563 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,625 Underlying: Voting Common Stock · 3,625 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: The RSUs vest on May 1, 2024. F2 · derivative.expiration_date: The RSUs vest on May 1, 2024. Read SEC document |
| August 22, 2022 Filed Aug 24, 2022 17:05 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 1,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-047360 · doc4.xml · derivative · entry 1 Crawford Casey S · CIK 0001938563 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,881 Underlying: Voting Common Stock · 1,881 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: The RSUs vest on August 21, 2023. F2 · derivative.expiration_date: The RSUs vest on August 21, 2023. 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.