Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Live Oak Bancshares, Inc.LOB · Entity 2023 | Chief Experience Officer | August 04, 2026 | August 05, 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 04, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2026-08-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-04 · Sale · Disposed 153.7958 · Balance 0 |
| Voting Common StockSEC Table I · non-derivative | Direct | 30,536 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 30,536 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,580 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 1,580 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 February 14, 2023, 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 | 5,690 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 5,690 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: The RSUs vest in five equal annual installments beginning on February 13, 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 | 6,384 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 6,384 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 February 12, 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 | 5,701 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 5,701 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: 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 | 6,586 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 6,586 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 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 February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.
F3: The RSUs vest in five equal annual installments beginning on February 13, 2024, 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 February 12, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date.
F5: 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.
F6: 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 04, 2026 Filed Aug 5, 2026 20:20 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 153.7958 | $43.68 | $6,717.80 |
DisclosureSEC source: 0001937224-26-000012 · wk-form4_1785961246.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:28 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001937224-26-000010 · wk-form4_1772058498.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 2,000 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: 2,000 of the RSUs vested on each of February 22, 2023, 2024 and 2025, and February 23, 2026. F2 · derivative.expiration_date: 2,000 of the RSUs vested on each of February 22, 2023, 2024 and 2025, and February 23, 2026. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:28 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 889 | $38.30 | $34,048.70 |
DisclosureSEC source: 0001937224-26-000010 · wk-form4_1772058498.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,536 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:28 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001937224-26-000010 · wk-form4_1772058498.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,425 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 17, 2026 Filed Feb 19, 2026 22:04 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001937224-26-000008 · wk-form4_1771538668.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,580 Underlying: Voting Common Stock · 1,580 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 February 14, 2023, 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 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:04 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 702 | $40.75 | $28,606.50 |
DisclosureSEC source: 0001937224-26-000008 · wk-form4_1771538668.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,425 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:04 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001937224-26-000008 · wk-form4_1771538668.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,127 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 13, 2026 Filed Feb 17, 2026 23:15 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001937224-26-000006 · wk-form4_1771370143.xml · derivative · entry 7 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,690 Underlying: Voting Common Stock · 2,845 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 pro rata installments beginning on February 13, 2024, 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 pro rata installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 23:15 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 1,264 | $40.54 | $51,242.56 |
DisclosureSEC source: 0001937224-26-000006 · wk-form4_1771370143.xml · nonDerivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,547 Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 23:15 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001937224-26-000006 · wk-form4_1771370143.xml · nonDerivative · entry 3 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,811 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 12, 2026 Filed Feb 17, 2026 23:15 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001937224-26-000006 · wk-form4_1771370143.xml · derivative · entry 6 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,384 Underlying: Voting Common Stock · 2,128 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 February 12, 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 February 12, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 23:15 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 1,038 | $40.22 | $41,748.36 |
DisclosureSEC source: 0001937224-26-000006 · wk-form4_1771370143.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,966 Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 23:15 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,128 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001937224-26-000006 · wk-form4_1771370143.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,004 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 22:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,425 | $0.00 | $0.00 |
DisclosureSEC source: 0001937224-26-000004 · wk-form4_1770847823.xml · derivative · entry 5 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,701 Underlying: Voting Common Stock · 1,425 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 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 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 22:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 709 | $41.04 | $29,097.36 |
DisclosureSEC source: 0001937224-26-000004 · wk-form4_1770847823.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,876 Read SEC document |
| February 10, 2026 Filed Feb 11, 2026 22:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,425 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001937224-26-000004 · wk-form4_1770847823.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,585 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 22:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 6,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001937224-26-000004 · wk-form4_1770847823.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,586 Underlying: Voting Common Stock · 6,586 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 |
| January 26, 2026 Filed Jan 28, 2026 21:42 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionStock Option (right to buy) · Derivative | 14,000 | $0.00 Strike: $13.59 | $0.00 |
DisclosureSEC source: 0001937224-26-000002 · wk-form4_1769636542.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 14,000 shares Expires 2026-02-16 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. F2 · derivative.exercise_date: The shares subject to this option vested and became exercisable yearly in seven installments beginning on February 16, 2017, as follows: 10% of the shares subject to the option vested on each of February 16, 2017, 2018, 2019, 2020, and 2021; 25% of the shares subject to the option vested on February 16, 2022; and 25% of the shares subject to the option vested on February 16, 2023. Read SEC document |
| January 26, 2026 Filed Jan 28, 2026 21:42 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 9,700 | $39.01 | $378,348.50 |
DisclosureSEC source: 0001937224-26-000002 · wk-form4_1769636542.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,160 F1 · price: This transaction was executed in multiple trades at prices ranging from $39.000 to $39.155. 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 26, 2026 Filed Jan 28, 2026 21:42 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 14,000 | $13.59 | $190,260.00 |
DisclosureSEC source: 0001937224-26-000002 · wk-form4_1769636542.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,860 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 22:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000146 · wk-form4_1740523959.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Underlying: Voting Common Stock · 2,000 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: 2,000 of the RSUs will vest on each of February 22, 2023, 2024, 2025, and 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. F3 · derivative.expiration_date: 2,000 of the RSUs will vest on each of February 22, 2023, 2024, 2025, and 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 22:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 889 | $31.99 | $28,439.11 |
DisclosureSEC source: 0001578563-25-000146 · wk-form4_1740523959.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,860 Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 22:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000146 · wk-form4_1740523959.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,749 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 14, 2025 Filed Feb 19, 2025 01:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000089 · wk-form4_1739929194.xml · derivative · entry 7 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,160 Underlying: Voting Common Stock · 1,580 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 14, 2023, 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 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 01:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000089 · wk-form4_1739929194.xml · derivative · entry 6 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,535 Underlying: Voting Common Stock · 2,845 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 February 13, 2024, 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 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 01:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 703 | $33.93 | $23,852.79 |
DisclosureSEC source: 0001578563-25-000089 · wk-form4_1739929194.xml · nonDerivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,749 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 01:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000089 · wk-form4_1739929194.xml · nonDerivative · entry 3 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,452 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 14, 2025 Filed Feb 19, 2025 01:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 1,264 | $34.92 | $44,138.88 |
DisclosureSEC source: 0001578563-25-000089 · wk-form4_1739929194.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,872 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 01:40 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,845 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000089 · wk-form4_1739929194.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,136 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 12, 2025 Filed Feb 14, 2025 22:06 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000067 · wk-form4_1739570797.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,512 Underlying: Voting Common Stock · 2,128 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 February 12, 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 February 12, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:06 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 1,019 | $34.80 | $35,461.20 |
DisclosureSEC source: 0001578563-25-000067 · wk-form4_1739570797.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,291 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:06 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,128 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000067 · wk-form4_1739570797.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,310 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 13, 2025 00:03 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000050 · wk-form4_1739405026.xml · derivative · entry 5 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 2,003 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: 2,002 of the RSUs vested on each of February 10, 2023 and February 12, 2024 and 2,003 of the RSUs vested on February 10, 2025. F3 · derivative.expiration_date: 2,002 of the RSUs vested on each of February 10, 2023 and February 12, 2024 and 2,003 of the RSUs vested on February 10, 2025. Read SEC document |
| February 10, 2025 Filed Feb 13, 2025 00:03 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 7,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000050 · wk-form4_1739405026.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,126 Underlying: Voting Common Stock · 7,126 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 13, 2025 00:03 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 997 | $35.08 | $34,974.76 |
DisclosureSEC source: 0001578563-25-000050 · wk-form4_1739405026.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,182 Read SEC document |
| February 10, 2025 Filed Feb 13, 2025 00:03 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,003 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000050 · wk-form4_1739405026.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,179 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, 2024 Filed Feb 26, 2024 22:18 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000137 · wk-form4_1708985897.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Underlying: Voting Common Stock · 2,000 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: 2,000 of the RSUs will vest on each of February 22, 2023, 2024, 2025, and 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: 2,000 of the RSUs will vest on each of February 22, 2023, 2024, 2025, and 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 22:18 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 889 | $39.30 | $34,937.70 |
DisclosureSEC source: 0001578563-24-000137 · wk-form4_1708985897.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,176 Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 22:18 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000137 · wk-form4_1708985897.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,065 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 15, 2024 Filed Feb 16, 2024 22:58 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000107 · wk-form4_1708124302.xml · derivative · entry 7 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,740 Underlying: Voting Common Stock · 1,580 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 14, 2023, 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 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:58 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 743 | $39.21 | $29,133.03 |
DisclosureSEC source: 0001578563-24-000107 · wk-form4_1708124302.xml · nonDerivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,065 Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:58 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000107 · wk-form4_1708124302.xml · nonDerivative · entry 3 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,808 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 14, 2024 Filed Feb 16, 2024 22:58 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000107 · wk-form4_1708124302.xml · derivative · entry 6 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,380 Underlying: Voting Common Stock · 2,844 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 pro rata annual installments beginning on February 13, 2024, 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 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:58 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 1,323 | $38.55 | $51,001.65 |
DisclosureSEC source: 0001578563-24-000107 · wk-form4_1708124302.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,228 Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:58 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,844 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000107 · wk-form4_1708124302.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,551 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 12, 2024 Filed Feb 15, 2024 01:07 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 10,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000076 · wk-form4_1707959243.xml · derivative · entry 5 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,640 Underlying: Voting Common Stock · 10,640 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. F3 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on February 12, 2025, 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 12, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 01:07 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000076 · wk-form4_1707959243.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,003 Underlying: Voting Common Stock · 2,002 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: 2,002 of the RSUs vested on each of February 10, 2023 and 2024 and 2,003 of the RSUs will vest on February 10, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: 2,002 of the RSUs vested on each of February 10, 2023 and 2024 and 2,003 of the RSUs will vest on February 10, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 01:07 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 996 | $39.94 | $39,780.24 |
DisclosureSEC source: 0001578563-24-000076 · wk-form4_1707959243.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,707 Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 01:07 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,002 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000076 · wk-form4_1707959243.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,703 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 |
| November 20, 2023 Filed Nov 21, 2023 21:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-23-000096 · wk-form4_1700603530.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 360 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 remaining 360 RSUs vested on November 20, 2023. F2 · derivative.expiration_date: The remaining 360 RSUs vested on November 20, 2023. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.