person · Reporting owner
WILLIAMS WILLIAM L. III
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Live Oak Bancshares, Inc.LOB · Entity 2023 | Director | September 03, 2026 | September 08, 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 03, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | IndirectBy William L. Williams Revocable Trust | 1,105,725.8621 |
Reported balance
After 2026-09-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-03 · Sale · Disposed 6,590 · Balance 1,105,725.8621 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 12, 2026. F2: This transaction was executed in multiple trades at prices ranging from $40.09 to $40.1850. 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 | Direct | 52,825 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 52,825 |
| Voting Common StockSEC Table I · non-derivative | IndirectBy Spoint-ILM, LLC | 14,110 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 14,110 |
| Voting Common StockSEC Table I · non-derivative | IndirectBy Elizabeth Williams Family Trust | 137,025 |
Reported balance
Holding disclosure · report date 2026-09-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 137,025 |
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 March 12, 2026.
F2: This transaction was executed in multiple trades at prices ranging from $40.09 to $40.1850. 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 03, 2026 Filed Sep 8, 2026 20:19 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 6,590 | $40.09 | $264,220.12 |
DisclosureSEC source: 0001635831-26-000010 · wk-form4_1788898763.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By William L. Williams Revocable Trust Disclosed balance after: 1,105,725.8621 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 March 12, 2026. F2 · price: This transaction was executed in multiple trades at prices ranging from $40.09 to $40.1850. 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 | 1,810 | $40.00 | $72,401.09 |
DisclosureSEC source: 0001635831-26-000008 · wk-form4_1788468773.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By William L. Williams Revocable Trust Disclosed balance after: 1,112,315.8621 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 March 12, 2026. F2 · price: This transaction was executed in multiple trades at prices ranging from $40.00 to $40.01. 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 03, 2026 Filed Aug 5, 2026 20:21 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 8,400 | $43.08 | $361,865.28 |
DisclosureSEC source: 0001635831-26-000006 · wk-form4_1785961262.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By William L. Williams Revocable Trust Disclosed balance after: 1,114,125.8621 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 March 12, 2026. F2 · price: This transaction was executed in multiple trades at prices ranging from $42.56 to $43.40. 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 |
| July 01, 2026 Filed Jul 6, 2026 20:15 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 5,796 | $41.78 | $242,134.28 |
DisclosureSEC source: 0001635831-26-000004 · wk-form4_1783368928.xml · nonDerivative · entry 2 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By William L. Williams Revocable Trust Disclosed balance after: 1,122,525.8621 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 March 12, 2026. F3 · price: This transaction was executed in multiple trades at prices ranging from $41.65 to $42.02. 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 |
| July 01, 2026 Filed Jul 6, 2026 20:15 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 2,604 | $41.23 | $107,372.03 |
DisclosureSEC source: 0001635831-26-000004 · wk-form4_1783368928.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By William L. Williams Revocable Trust Disclosed balance after: 1,128,321.8621 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 March 12, 2026. F2 · price: This transaction was executed in multiple trades at prices ranging from $40.655 to $41.62. 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 24, 2026 Filed Jun 25, 2026 21:09 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 8,400 | $40.05 | $336,453.60 |
DisclosureSEC source: 0001635831-26-000002 · wk-form4_1782421791.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By William L. Williams Revocable Trust Disclosed balance after: 1,130,925.8621 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 March 12, 2026. F2 · balance_after: Includes 1,250 shares of voting common stock that were previously directly beneficially owned and were transferred by the reporting person to his revocable trust. Read SEC document |
| May 02, 2024 Filed May 7, 2024 00:50 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GiftVoting Common Stock | 137,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000219 · wk-form4_1715043004.xml · nonDerivative · entry 2 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Elizabeth Williams Family Trust Disclosed balance after: 137,025 Read SEC document |
| May 02, 2024 Filed May 7, 2024 00:50 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GiftVoting Common Stock | 137,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000219 · wk-form4_1715043004.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Elizabeth L. Williams Revocable Trust Disclosed balance after: 0 F1 · balance_after: Reflects a change in form of ownership of 312,975 shares from indirect ownership by the Elizabeth L. Williams Revocable Trust to the William L. Williams Revocable Trust. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 23:28 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | PurchaseVoting Common Stock | 10,000 | $63.91 | $639,091.00 |
DisclosureSEC source: 0001209191-22-008994 · doc4.xml · nonDerivative · entry 3 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By William L. Williams Revocable Trust Disclosed balance after: 824,200.8621 Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 23:28 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | PurchaseVoting Common Stock | 900 | $63.91 | $57,518.19 |
DisclosureSEC source: 0001209191-22-008994 · doc4.xml · nonDerivative · entry 2 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,975 Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 23:28 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | PurchaseVoting Common Stock | 4,725 | $64.46 | $304,573.50 |
DisclosureSEC source: 0001209191-22-008994 · doc4.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,075 F1 · price: This transaction was executed in multiple trades at prices ranging from $64.155 to $64.57. 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 02, 2022 Filed Feb 4, 2022 22:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GiftVoting Common Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007287 · doc4.xml · nonDerivative · entry 4 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,350 Read SEC document |
| February 02, 2022 Filed Feb 4, 2022 22:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GiftVoting Common Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007287 · doc4.xml · nonDerivative · entry 3 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Elizabeth L. Williams Disclosed balance after: 0 Read SEC document |
| December 15, 2021 Filed Feb 4, 2022 22:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GiftVoting Common Stock | 39,890.8621 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007287 · doc4.xml · nonDerivative · entry 2 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By William L. Williams Revocable Trust Disclosed balance after: 814,200.8621 Read SEC document |
| December 15, 2021 Filed Feb 4, 2022 22:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GiftVoting Common Stock | 39,890.8621 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-007287 · doc4.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,100 Read SEC document |
| October 20, 2021 Filed Oct 26, 2021 21:21 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GiftVoting Common Stock | 39,890.8621 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-061668 · doc4.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,990.8621 Read SEC document |
| July 27, 2020 Filed Jul 31, 2020 16:27 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | PurchaseVoting Common Stock | 1,250 | $15.82 | $19,769.63 |
DisclosureSEC source: 0001209191-20-044179 · doc4.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Elizabeth L. Williams Disclosed balance after: 1,250 Read SEC document |
| January 07, 2019 Filed Jan 31, 2019 21:51 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GiftVoting Common Stock | 84,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006189 · doc4.xml · nonDerivative · entry 2 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By 2015 GRAT Disclosed balance after: 0 F1 · ownership.nature: The reporting person previously reported 85,000 shares as indirectly owned through a grantor retained annuity trust (GRAT). On January 2, 2019, 850 of these shares and on January 7, 2019, 84,150 of these shares were distributed in satisfaction of the GRAT's terms to family trusts for which the reporting person is not a trustee and in which he has no beneficial interest. Read SEC document |
| January 02, 2019 Filed Jan 31, 2019 21:51 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GiftVoting Common Stock | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006189 · doc4.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By 2015 GRAT Disclosed balance after: 84,150 F1 · ownership.nature: The reporting person previously reported 85,000 shares as indirectly owned through a grantor retained annuity trust (GRAT). On January 2, 2019, 850 of these shares and on January 7, 2019, 84,150 of these shares were distributed in satisfaction of the GRAT's terms to family trusts for which the reporting person is not a trustee and in which he has no beneficial interest. Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 22:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | PurchaseVoting Common Stock | 2,000 | $15.45 | $30,906.80 |
DisclosureSEC source: 0001209191-18-062505 · doc4.xml · nonDerivative · entry 2 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,100 F2 · price: This transaction was executed in multiple trades at prices ranging from $15.3799 to $15.6299. 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, 2018 Filed Dec 13, 2018 22:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | PurchaseVoting Common Stock | 18,000 | $14.79 | $266,239.80 |
DisclosureSEC source: 0001209191-18-062505 · doc4.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,100 F1 · price: This transaction was executed in multiple trades at prices ranging from $14.38 to $15.28. 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 |
| July 30, 2018 Filed Aug 1, 2018 21:33 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | PurchaseVoting Common Stock | 35,000 | $28.27 | $989,450.00 |
DisclosureSEC source: 0001209191-18-044784 · doc4.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By 2015 GRAT Disclosed balance after: 85,000 F1 · price: This transaction was executed in multiple trades at prices ranging from $28.0499 to $28.55. 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 |
| January 31, 2017 Filed Feb 1, 2017 22:58 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | PurchaseVoting Common Stock | 20,000 | $20.33 | $406,600.00 |
DisclosureSEC source: 0001209191-17-006844 · doc4.xml · nonDerivative · entry 2 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By 2015 GRAT Disclosed balance after: 50,000 F2 · price: This transaction was executed in multiple trades at prices ranging from $20.20 to $20.45. 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 |
| January 30, 2017 Filed Feb 1, 2017 22:58 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | PurchaseVoting Common Stock | 30,000 | $20.35 | $610,500.00 |
DisclosureSEC source: 0001209191-17-006844 · doc4.xml · nonDerivative · entry 1 WILLIAMS WILLIAM L. III · CIK 0001635831 · Director · Vice Chairman & EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By 2015 GRAT Disclosed balance after: 30,000 F1 · price: This transaction was executed in multiple trades at prices ranging from $20.05 to $20.40. 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.