Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Live Oak Bancshares, Inc.
Report date May 09, 2017 · Filed May 11, 2017
Section 16 reporting ended · disclosed 2017-05-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 90,010 |
Ending reported balance
After 2017-05-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-05-09 · Exercise / conversion · Acquired 1,892 · Balance 82,510 F1: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares voting common stock. Row 2 · 2017-05-09 · Exercise / conversion · Acquired 7,500 · Balance 90,010 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-05-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-05-09 · Exercise / conversion · Disposed 1,892 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares voting common stock. F2: The Compensation Committee approved accelerating the restricted stock units' vesting date to May 9, 2017. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.15 · Expires 2025-08-25 | Direct | 22,500 |
Reported balance
After 2017-05-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-05-09 · Exercise / conversion · Disposed 7,500 · Balance 22,500 F3: The shares subject to this option vest and become exercisable in four equal annual installments beginning on August 25, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares voting common stock.
F2: The Compensation Committee approved accelerating the restricted stock units' vesting date to May 9, 2017.
F3: The shares subject to this option vest and become exercisable in four equal annual installments beginning on August 25, 2016.
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 |
|---|---|---|---|---|---|---|
| May 09, 2017 Filed May 11, 2017 21:05 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $19.15 | $0.00 |
DisclosureSEC source: 0001209191-17-031576 · doc4.xml · derivative · entry 4 Jackson Don · CIK 0001454313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Voting Common Stock · 7,500 shares Expires 2025-08-25 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. F3 · derivative.exercise_date: The shares subject to this option vest and become exercisable in four equal annual installments beginning on August 25, 2016. Read SEC document |
| May 09, 2017 Filed May 11, 2017 21:05 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031576 · doc4.xml · derivative · entry 3 Jackson Don · CIK 0001454313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 1,892 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 represents a contingent right to receive one share of Live Oak Bancshares voting common stock. F2 · date: The Compensation Committee approved accelerating the restricted stock units' vesting date to May 9, 2017. F2 · derivative.exercise_date: The Compensation Committee approved accelerating the restricted stock units' vesting date to May 9, 2017. F2 · derivative.expiration_date: The Compensation Committee approved accelerating the restricted stock units' vesting date to May 9, 2017. Read SEC document |
| May 09, 2017 Filed May 11, 2017 21:05 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 7,500 | $19.15 | $143,625.00 |
DisclosureSEC source: 0001209191-17-031576 · doc4.xml · nonDerivative · entry 2 Jackson Don · CIK 0001454313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,010 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. Read SEC document |
| May 09, 2017 Filed May 11, 2017 21:05 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031576 · doc4.xml · nonDerivative · entry 1 Jackson Don · CIK 0001454313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,510 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 represents a contingent right to receive one share of Live Oak Bancshares voting common stock. 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.