Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Live Oak Bancshares, Inc.LOB · Entity 2023 | Director · Chief Executive Officer · 10% owner | September 09, 2026 | September 11, 2026 |
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 September 09, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | IndirectBy James S. Mahan Revocable Trust | 2,757,844 |
Reported balance
After 2026-09-09 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-09 · Sale · Disposed 10,000 · Balance 2,757,844 F1: 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: This transaction was executed in multiple trades at prices ranging from $38.255 to $39.08. 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. |
| Voting Common StockSEC Table I · non-derivative | IndirectBy James S. Mahan Revocable Trust | 2,747,844 |
Reported balance
After 2026-09-10 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-09-10 · Sale · Disposed 10,000 · Balance 2,747,844 F1: 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: This transaction was executed in multiple trades at prices ranging from $38.35 to $39.08. 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. |
| Voting Common StockSEC Table I · non-derivative | IndirectBy Marguerite D. Mahan Revocable Trust | 3,032,547 |
Reported balance
Holding disclosure · report date 2026-09-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,032,547 |
| Voting Common StockSEC Table I · non-derivative | IndirectBy 2021 Chip Mahan Family and Charitable Trust | 127,167 |
Reported balance
Holding disclosure · report date 2026-09-09 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 127,167 |
| Voting Common StockSEC Table I · non-derivative | IndirectBy 2021 Peggy Mahan Family Trust | 127,167 |
Reported balance
Holding disclosure · report date 2026-09-09 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 127,167 |
| Voting Common StockSEC Table I · non-derivative | IndirectBy Peapod II, LLC | 140,150 |
Reported balance
Holding disclosure · report date 2026-09-09 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 140,150 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: This transaction was executed in multiple trades at prices ranging from $38.255 to $39.08. 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.
F3: This transaction was executed in multiple trades at prices ranging from $38.35 to $39.08. 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.
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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 11, 2026 20:05 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $38.75 | $387,485.00 |
DisclosureSEC source: 0001036743-26-000039 · wk-form4_1789157131.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: 2,747,844 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 $38.35 to $39.08. 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 |
| September 09, 2026 Filed Sep 11, 2026 20:05 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $38.63 | $386,312.00 |
DisclosureSEC source: 0001036743-26-000039 · wk-form4_1789157131.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: 2,757,844 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $38.255 to $39.08. 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 |
| September 03, 2026 Filed Sep 8, 2026 20:18 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $39.75 | $397,466.00 |
DisclosureSEC source: 0001036743-26-000037 · wk-form4_1788898728.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: 2,767,844 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $39.54 to $40.17. 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 |
| September 02, 2026 Filed Sep 3, 2026 20:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 258 | $39.88 | $10,287.75 |
DisclosureSEC source: 0001036743-26-000035 · wk-form4_1788468753.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: 2,777,844 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 $39.84 to $39.975. 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 |
| September 02, 2026 Filed Sep 3, 2026 20:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 9,742 | $39.53 | $385,123.67 |
DisclosureSEC source: 0001036743-26-000035 · wk-form4_1788468753.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: 2,778,102 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 $35.855 to $39.79. 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 |
| August 27, 2026 Filed Aug 28, 2026 20:02 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $39.66 | $396,590.00 |
DisclosureSEC source: 0001036743-26-000033 · wk-form4_1787947353.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: 2,787,844 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 $39.10 to $39.95. 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 |
| August 26, 2026 Filed Aug 28, 2026 20:02 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $39.99 | $399,878.00 |
DisclosureSEC source: 0001036743-26-000033 · wk-form4_1787947353.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: 2,797,844 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $39.86 to $40.12. 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 |
| August 20, 2026 Filed Aug 21, 2026 20:37 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $40.53 | $405,283.00 |
DisclosureSEC source: 0001036743-26-000031 · wk-form4_1787344653.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: 2,807,844 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 $40.20 to $40.8137. 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 |
| August 19, 2026 Filed Aug 21, 2026 20:37 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 1,998 | $41.97 | $83,852.26 |
DisclosureSEC source: 0001036743-26-000031 · wk-form4_1787344653.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: 2,817,844 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 $41.77 to $42.6624. 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 |
| August 19, 2026 Filed Aug 21, 2026 20:37 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 8,002 | $41.05 | $328,464.50 |
DisclosureSEC source: 0001036743-26-000031 · wk-form4_1787344653.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: 2,819,842 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 $40.785 to $41.75. 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 |
| August 13, 2026 Filed Aug 14, 2026 20:18 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $43.10 | $430,973.00 |
DisclosureSEC source: 0001036743-26-000029 · wk-form4_1786738715.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: 2,827,844 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 $42.895 to $43.39. 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 |
| August 12, 2026 Filed Aug 14, 2026 20:18 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $42.75 | $427,475.00 |
DisclosureSEC source: 0001036743-26-000029 · wk-form4_1786738715.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: 2,837,844 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $42.395 to $42.97. 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 |
| June 11, 2026 Filed Jun 12, 2026 20:58 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $38.19 | $381,851.00 |
DisclosureSEC source: 0001036743-26-000027 · wk-form4_1781297911.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: 2,847,844 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 $37.77 to $38.67 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 |
| June 10, 2026 Filed Jun 12, 2026 20:58 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 915 | $39.20 | $35,870.47 |
DisclosureSEC source: 0001036743-26-000027 · wk-form4_1781297911.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: 2,857,844 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 $39.15 to $39.25. 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 |
| June 10, 2026 Filed Jun 12, 2026 20:58 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 9,085 | $38.68 | $351,451.41 |
DisclosureSEC source: 0001036743-26-000027 · wk-form4_1781297911.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: 2,858,759 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 $38.15 to $39.14. 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 |
| June 04, 2026 Filed Jun 5, 2026 21:09 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 79 | $37.65 | $2,974.35 |
DisclosureSEC source: 0001036743-26-000025 · wk-form4_1780693759.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: 2,867,844 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. Read SEC document |
| June 04, 2026 Filed Jun 5, 2026 21:09 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 9,921 | $37.26 | $369,657.45 |
DisclosureSEC source: 0001036743-26-000025 · wk-form4_1780693759.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: 2,867,923 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 $36.64 to $37.61. 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 |
| June 03, 2026 Filed Jun 5, 2026 21:09 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 637 | $37.14 | $23,659.39 |
DisclosureSEC source: 0001036743-26-000025 · wk-form4_1780693759.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: 2,877,844 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 $37.13 to $37.28. 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 |
| June 03, 2026 Filed Jun 5, 2026 21:09 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 9,363 | $36.42 | $341,011.70 |
DisclosureSEC source: 0001036743-26-000025 · wk-form4_1780693759.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: 2,878,481 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 $36.01 to $36.90. 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 |
| May 28, 2026 Filed May 29, 2026 20:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $37.25 | $372,481.00 |
DisclosureSEC source: 0001036743-26-000023 · wk-form4_1780087960.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: 2,887,844 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 $36.785 to $37.68. 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 |
| May 27, 2026 Filed May 29, 2026 20:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $37.65 | $376,513.00 |
DisclosureSEC source: 0001036743-26-000023 · wk-form4_1780087960.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: 2,897,844 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $37.40 to $38.22. 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 |
| May 21, 2026 Filed May 26, 2026 21:16 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 3,388 | $37.42 | $126,786.75 |
DisclosureSEC source: 0001036743-26-000021 · wk-form4_1779830211.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: 2,907,844 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 $37.3569 to $37.49. 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 |
| May 21, 2026 Filed May 26, 2026 21:16 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 6,612 | $36.92 | $244,128.93 |
DisclosureSEC source: 0001036743-26-000021 · wk-form4_1779830211.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: 2,911,232 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 $36.37 to $37.3548. 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 |
| May 20, 2026 Filed May 22, 2026 00:03 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 355 | $37.15 | $13,189.10 |
DisclosureSEC source: 0001036743-26-000019 · wk-form4_1779408214.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: 2,917,844 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 $37.1279 to $37.2137. 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 |
| May 20, 2026 Filed May 22, 2026 00:03 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 9,645 | $36.83 | $355,180.02 |
DisclosureSEC source: 0001036743-26-000019 · wk-form4_1779408214.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: 2,918,199 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 $36.137 to $37.1241. 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 |
| May 14, 2026 Filed May 18, 2026 22:36 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $36.23 | $362,260.00 |
DisclosureSEC source: 0001036743-26-000017 · wk-form4_1779143769.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: 2,927,844 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $36.03 to $36.48. 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 |
| May 13, 2026 Filed May 15, 2026 20:11 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $35.96 | $359,620.00 |
DisclosureSEC source: 0001036743-26-000015 · wk-form4_1778875862.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: 2,937,844 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $35.73 to $36.491. 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 |
| March 12, 2026 Filed Mar 13, 2026 20:42 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $32.50 | $325,041.00 |
DisclosureSEC source: 0001036743-26-000013 · wk-form4_1773434569.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: 2,947,844 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 $32.06 to $32.90. 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 |
| March 11, 2026 Filed Mar 13, 2026 20:42 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $32.83 | $328,280.00 |
DisclosureSEC source: 0001036743-26-000013 · wk-form4_1773434569.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: 2,957,844 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $32.395 to $33.125. 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 |
| March 05, 2026 Filed Mar 6, 2026 22:20 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 1,139 | $35.89 | $40,878.03 |
DisclosureSEC source: 0001036743-26-000011 · wk-form4_1772835653.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: 2,967,844 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 $35.73 to $36.30. 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 |
| March 05, 2026 Filed Mar 6, 2026 22:20 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 8,861 | $35.37 | $313,444.58 |
DisclosureSEC source: 0001036743-26-000011 · wk-form4_1772835653.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: 2,968,983 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 $34.73 to $35.72. 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 |
| March 04, 2026 Filed Mar 6, 2026 22:20 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $36.69 | $366,872.00 |
DisclosureSEC source: 0001036743-26-000011 · wk-form4_1772835653.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: 2,977,844 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $36.355 to $36.89. 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 26, 2026 Filed Feb 27, 2026 22:34 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 1,246 | $40.00 | $49,836.26 |
DisclosureSEC source: 0001036743-26-000009 · wk-form4_1772231660.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: 2,987,844 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 $39.795 to $40.16. 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 26, 2026 Filed Feb 27, 2026 22:34 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 8,754 | $39.29 | $343,943.78 |
DisclosureSEC source: 0001036743-26-000009 · wk-form4_1772231660.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: 2,989,090 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 $38.725 to $39.66. 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 25, 2026 Filed Feb 27, 2026 22:34 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 2,537 | $39.65 | $100,580.38 |
DisclosureSEC source: 0001036743-26-000009 · wk-form4_1772231660.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: 2,997,844 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 $39.61 to $39.755. 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 25, 2026 Filed Feb 27, 2026 22:34 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 7,463 | $39.21 | $292,638.41 |
DisclosureSEC source: 0001036743-26-000009 · wk-form4_1772231660.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: 3,000,381 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 $38.61 to $39.60. 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 19, 2026 Filed Feb 20, 2026 23:06 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $40.04 | $400,354.00 |
DisclosureSEC 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 | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 762 | $41.15 | $31,358.66 |
DisclosureSEC 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 | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 9,238 | $40.26 | $371,884.93 |
DisclosureSEC 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 12, 2026 Filed Feb 13, 2026 22:13 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 735 | $40.92 | $30,072.60 |
DisclosureSEC 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 | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 9,265 | $40.05 | $371,026.19 |
DisclosureSEC 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 11, 2026 Filed Feb 13, 2026 22:13 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 402 | $41.39 | $16,636.89 |
DisclosureSEC source: 0001036743-26-000004 · wk-form4_1771020817.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: 3,037,844 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 $41.445 to $41.45. 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 11, 2026 Filed Feb 13, 2026 22:13 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 9,598 | $40.84 | $392,024.55 |
DisclosureSEC source: 0001036743-26-000004 · wk-form4_1771020817.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: 3,038,246 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 $40.45 to $41.2227. 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 05, 2026 Filed Feb 6, 2026 22:09 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 650 | $41.34 | $26,869.51 |
DisclosureSEC source: 0001036743-26-000002 · wk-form4_1770415768.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: 3,047,844 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 $41.03 to $41.68. 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 05, 2026 Filed Feb 6, 2026 22:09 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 9,350 | $40.13 | $375,245.42 |
DisclosureSEC source: 0001036743-26-000002 · wk-form4_1770415768.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: 3,048,494 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 $39.70 to $40.63. 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 04, 2026 Filed Feb 6, 2026 22:09 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 240 | $42.44 | $10,184.59 |
DisclosureSEC source: 0001036743-26-000002 · wk-form4_1770415768.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: 3,057,844 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 $42.38 to $42.50. 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 04, 2026 Filed Feb 6, 2026 22:09 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 9,760 | $41.88 | $408,773.20 |
DisclosureSEC source: 0001036743-26-000002 · wk-form4_1770415768.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: 3,058,084 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 $41.26 to $42.21. 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 |
| December 19, 2025 Filed Dec 23, 2025 22:13 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $36.17 | $361,734.00 |
DisclosureSEC source: 0001036743-25-000016 · wk-form4_1766528021.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: 3,067,844 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $35.89 to $36.50. 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 |
| December 17, 2025 Filed Dec 19, 2025 22:03 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $35.97 | $359,699.00 |
DisclosureSEC source: 0001036743-25-000014 · wk-form4_1766181783.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: 3,077,844 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $35.64 to $36.1623. 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 |
| December 12, 2025 Filed Dec 16, 2025 21:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 10,000 | $35.13 | $351,313.00 |
DisclosureSEC source: 0001036743-25-000012 · wk-form4_1765921927.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: 3,087,844 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $34.815 to $35.3658. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.