Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Live Oak Bancshares, Inc.LOB · Entity 2023 | Chief Credit Officer | August 19, 2026 | August 21, 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 August 19, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 11,528 |
Ending reported balance
After 2026-08-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-19 · Exercise / conversion · Acquired 2,420 · Balance 12,604 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. Row 2 · 2026-08-19 · Tax withholding · Disposed 1,076 · Balance 11,528 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,260 |
Reported balance
After 2026-08-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-19 · Exercise / conversion · Disposed 2,420 · Balance 7,260 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F2: The RSUs vest in five equal annual installments beginning on August 19, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 236 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 236 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F3: 235 of the RSUs vested on each of December 15, 2024 and 2025, and 236 of the RSUs will vest on December 15, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,886 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,886 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F4: The RSUs vest in five equal annual installments beginning on December 9, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,838 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 2,838 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F5: 945 of the RSUs vested on December 9, 2024 and 946 of the RSUs vested on December 8, 2025, and 946 of the RSUs will vest on each of December 8, 2026, 2027, and 2028, subject to the reporting person's continuous service to the Company or a related entity on such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,131 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 5,131 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F6: The RSUs vest in five equal annual installments beginning on February 10, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,778 |
Reported balance
Holding disclosure · report date 2026-08-19 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 10,778 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F7: The RSUs vest in five equal annual installments beginning on February 9, 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.
F2: The RSUs vest in five equal annual installments beginning on August 19, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date.
F3: 235 of the RSUs vested on each of December 15, 2024 and 2025, and 236 of the RSUs will vest on December 15, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.
F4: The RSUs vest in five equal annual installments beginning on December 9, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.
F5: 945 of the RSUs vested on December 9, 2024 and 946 of the RSUs vested on December 8, 2025, and 946 of the RSUs will vest on each of December 8, 2026, 2027, and 2028, subject to the reporting person's continuous service to the Company or a related entity on such date.
F6: The RSUs vest in five equal annual installments beginning on February 10, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.
F7: The RSUs vest in five equal annual installments beginning on February 9, 2027, subject to the reporting person's continuous service to the Company or a related entity on such date.
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 19, 2026 Filed Aug 21, 2026 20:37 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,420 | $0.00 | $0.00 |
DisclosureSEC source: 0002030240-26-000007 · wk-form4_1787344630.xml · derivative · entry 3 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,260 Underlying: Voting Common Stock · 2,420 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. (the "Company") voting common stock. F2 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on August 19, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: The RSUs vest in five equal annual installments beginning on August 19, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 20:37 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 1,076 | $40.89 | $43,997.64 |
DisclosureSEC source: 0002030240-26-000007 · wk-form4_1787344630.xml · nonDerivative · entry 2 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,528 Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 20:37 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,420 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002030240-26-000007 · wk-form4_1787344630.xml · nonDerivative · entry 1 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,604 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. (the "Company") voting common stock. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:24 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 145 | $0.00 | $0.00 |
DisclosureSEC source: 0002030240-26-000004 · wk-form4_1772058288.xml · derivative · entry 3 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 145 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. (the "Company") voting common stock. F2 · derivative.exercise_date: 145 of the RSUs vested on each of February 22, 2025 and February 23, 2026. F2 · derivative.expiration_date: 145 of the RSUs vested on each of February 22, 2025 and February 23, 2026. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:24 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 73 | $38.30 | $2,795.90 |
DisclosureSEC source: 0002030240-26-000004 · wk-form4_1772058288.xml · nonDerivative · entry 2 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,184 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:24 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 145 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002030240-26-000004 · wk-form4_1772058288.xml · nonDerivative · entry 1 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,257 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. (the "Company") voting common stock. Read SEC document |
| February 10, 2026 Filed Feb 11, 2026 21:19 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,282 | $0.00 | $0.00 |
DisclosureSEC source: 0002030240-26-000002 · wk-form4_1770844754.xml · derivative · entry 4 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,131 Underlying: Voting Common Stock · 1,282 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. (the "Company") voting common stock. F3 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on February 10, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. F3 · derivative.expiration_date: The RSUs vest in five equal annual installments beginning on February 10, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 10, 2026 Filed Feb 11, 2026 21:19 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 638 | $41.04 | $26,183.52 |
DisclosureSEC source: 0002030240-26-000002 · wk-form4_1770844754.xml · nonDerivative · entry 2 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,112 Read SEC document |
| February 10, 2026 Filed Feb 11, 2026 21:19 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002030240-26-000002 · wk-form4_1770844754.xml · nonDerivative · entry 1 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,750 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. (the "Company") voting common stock. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 21:19 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 10,778 | $0.00 | $0.00 |
DisclosureSEC source: 0002030240-26-000002 · wk-form4_1770844754.xml · derivative · entry 3 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,778 Underlying: Voting Common Stock · 10,778 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. (the "Company") voting common stock. F2 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on February 9, 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: The RSUs vest in five equal annual installments beginning on February 9, 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 23:04 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 235 | $0.00 | $0.00 |
DisclosureSEC source: 0002030240-25-000005 · wk-form4_1766012669.xml · derivative · entry 3 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236 Underlying: Voting Common Stock · 235 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. (the "Company") voting common stock. F2 · derivative.exercise_date: 235 of the RSUs vested on each of December 15, 2024 and 2025, and 236 of the RSUs will vest on December 15, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date F2 · derivative.expiration_date: 235 of the RSUs vested on each of December 15, 2024 and 2025, and 236 of the RSUs will vest on December 15, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 23:04 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 105 | $35.31 | $3,707.55 |
DisclosureSEC source: 0002030240-25-000005 · wk-form4_1766012669.xml · nonDerivative · entry 2 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,468 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 23:04 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 235 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002030240-25-000005 · wk-form4_1766012669.xml · nonDerivative · entry 1 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,573 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. (the "Company") voting common stock. Read SEC document |
| December 09, 2025 Filed Dec 10, 2025 21:23 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 943 | $0.00 | $0.00 |
DisclosureSEC source: 0002030240-25-000003 · wk-form4_1765401786.xml · derivative · entry 6 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,886 Underlying: Voting Common Stock · 943 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. (the "Company") voting common stock. F3 · derivative.exercise_date: 943 of the RSUs vested on December 9, 2024 and 2025, and 943 of the RSUs will vest on each of December 9, 2026 and 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. F3 · derivative.expiration_date: 943 of the RSUs vested on December 9, 2024 and 2025, and 943 of the RSUs will vest on each of December 9, 2026 and 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| December 09, 2025 Filed Dec 10, 2025 21:23 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 420 | $33.02 | $13,868.40 |
DisclosureSEC source: 0002030240-25-000003 · wk-form4_1765401786.xml · nonDerivative · entry 4 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,338 Read SEC document |
| December 09, 2025 Filed Dec 10, 2025 21:23 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 943 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002030240-25-000003 · wk-form4_1765401786.xml · nonDerivative · entry 3 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,758 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. (the "Company") voting common stock. Read SEC document |
| December 08, 2025 Filed Dec 10, 2025 21:23 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 946 | $0.00 | $0.00 |
DisclosureSEC source: 0002030240-25-000003 · wk-form4_1765401786.xml · derivative · entry 5 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,838 Underlying: Voting Common Stock · 946 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. (the "Company") voting common stock. F2 · derivative.exercise_date: 945 of the RSUs vested on December 9, 2024, 946 of the RSUs vested on December 8, 2025, and 946 of the RSUs will vest on each of December 8, 2026, 2027, and 2028, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: 945 of the RSUs vested on December 9, 2024, 946 of the RSUs vested on December 8, 2025, and 946 of the RSUs will vest on each of December 8, 2026, 2027, and 2028, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| December 08, 2025 Filed Dec 10, 2025 21:23 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 421 | $32.95 | $13,871.95 |
DisclosureSEC source: 0002030240-25-000003 · wk-form4_1765401786.xml · nonDerivative · entry 2 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,815 Read SEC document |
| December 08, 2025 Filed Dec 10, 2025 21:23 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 946 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002030240-25-000003 · wk-form4_1765401786.xml · nonDerivative · entry 1 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,236 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. (the "Company") voting common stock. Read SEC document |
| August 19, 2025 Filed Aug 20, 2025 20:44 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000374 · wk-form4_1755722645.xml · derivative · entry 3 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,680 Underlying: Voting Common Stock · 2,420 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. (the "Company") voting common stock. F2 · derivative.exercise_date: 2,420 of the RSUs will vest on each of August 19, 2025, 2026, 2027, 2028, and 2029, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: 2,420 of the RSUs will vest on each of August 19, 2025, 2026, 2027, 2028, and 2029, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| August 19, 2025 Filed Aug 20, 2025 20:44 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 1,076 | $35.35 | $38,036.60 |
DisclosureSEC source: 0001578563-25-000374 · wk-form4_1755722645.xml · nonDerivative · entry 2 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,290 Read SEC document |
| August 19, 2025 Filed Aug 20, 2025 20:44 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,420 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000374 · wk-form4_1755722645.xml · nonDerivative · entry 1 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,366 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. (the "Company") voting common stock. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 22:50 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 145 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000141 · wk-form4_1740523831.xml · derivative · entry 3 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145 Underlying: Voting Common Stock · 145 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. (the "Company") voting common stock. F2 · derivative.exercise_date: 145 of the RSUs vested on February 24, 2025 and 145 of the RSUs will vest on February 22, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: 145 of the RSUs vested on February 24, 2025 and 145 of the RSUs will vest on February 22, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 22:50 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 73 | $31.99 | $2,335.27 |
DisclosureSEC source: 0001578563-25-000141 · wk-form4_1740523831.xml · nonDerivative · entry 2 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,946 Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 22:50 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 145 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000141 · wk-form4_1740523831.xml · nonDerivative · entry 1 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,019 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. (the "Company") voting common stock. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 23:39 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 390 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000039 · wk-form4_1739403566.xml · derivative · entry 4 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 390 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. (the "Company") voting common stock. F3 · derivative.exercise_date: The RSUs vested on February 10, 2025. F3 · derivative.expiration_date: The RSUs vested on February 10, 2025. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 23:39 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 6,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000039 · wk-form4_1739403566.xml · derivative · entry 3 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,413 Underlying: Voting Common Stock · 6,413 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. (the "Company") voting common stock. F2 · derivative.exercise_date: The RSUs vest in five pro rata annual installments beginning on February 10, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: The RSUs vest in five pro rata annual installments beginning on February 10, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 23:39 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 194 | $35.08 | $6,805.52 |
DisclosureSEC source: 0001578563-25-000039 · wk-form4_1739403566.xml · nonDerivative · entry 2 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,874 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 23:39 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000039 · wk-form4_1739403566.xml · nonDerivative · entry 1 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,068 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. (the "Company") voting common stock. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 22:00 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 235 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000498 · wk-form4_1734559252.xml · derivative · entry 3 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 471 Underlying: Voting Common Stock · 235 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. (the "Company") voting common stock. F2 · derivative.exercise_date: 235 of the RSUs will vest on each of December 15, 2024 and 2025, and 236 of the RSUs will vest on December 15, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: 235 of the RSUs will vest on each of December 15, 2024 and 2025, and 236 of the RSUs will vest on December 15, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 22:00 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 105 | $44.54 | $4,676.70 |
DisclosureSEC source: 0001578563-24-000498 · wk-form4_1734559252.xml · nonDerivative · entry 2 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,678 Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 22:00 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 235 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000498 · wk-form4_1734559252.xml · nonDerivative · entry 1 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,783 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. (the "Company") voting common stock. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 945 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000492 · wk-form4_1733960423.xml · derivative · entry 5 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,784 Underlying: Voting Common Stock · 945 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. (the "Company") voting common stock. F3 · derivative.exercise_date: 945 of the RSUs will vested on December 9, 2024, and 946 of the RSUs will vest on each of December 8, 2025, 2026, 2027, and 2028, subject to the reporting person's continuous service to the Company or a related entity on such date F3 · derivative.expiration_date: 945 of the RSUs will vested on December 9, 2024, and 946 of the RSUs will vest on each of December 8, 2025, 2026, 2027, and 2028, subject to the reporting person's continuous service to the Company or a related entity on such date Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 943 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000492 · wk-form4_1733960423.xml · derivative · entry 4 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,829 Underlying: Voting Common Stock · 943 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. (the "Company") voting common stock. F2 · derivative.exercise_date: 943 of the RSUs will vest on each of December 9, 2024, 2025, 2026, and 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: 943 of the RSUs will vest on each of December 9, 2024, 2025, 2026, and 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 840 | $45.30 | $38,052.00 |
DisclosureSEC source: 0001578563-24-000492 · wk-form4_1733960423.xml · nonDerivative · entry 3 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,548 Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 945 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000492 · wk-form4_1733960423.xml · nonDerivative · entry 2 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,388 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. (the "Company") voting common stock. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 23:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 943 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000492 · wk-form4_1733960423.xml · nonDerivative · entry 1 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,443 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. (the "Company") voting common stock. Read SEC document |
| August 19, 2024 Filed Aug 21, 2024 21:21 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 12,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000390 · wk-form4_1724275298.xml · derivative · entry 2 Cairns Michael · CIK 0002030240 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,100 Underlying: Voting Common Stock · 12,100 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. (the "Company") voting common stock. F2 · derivative.exercise_date: 2,420 of the RSUs will vest on each of August 19, 2025, 2026, 2027, 2028, and 2029, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: 2,420 of the RSUs will vest on each of August 19, 2025, 2026, 2027, 2028, and 2029, subject to the reporting person's continuous service to the Company or a related entity on such date. 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.