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 |
|---|---|---|---|---|---|---|
| November 20, 2023 Filed Nov 21, 2023 21:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 106 | $33.73 | $3,575.38 |
DisclosureSEC source: 0001578563-23-000096 · wk-form4_1700603530.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,701 Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 21:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-23-000096 · wk-form4_1700603530.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,807 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, 2023 Filed Feb 24, 2023 22:27 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012827 · doc4.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 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, 2023 Filed Feb 24, 2023 22:27 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 589 | $34.72 | $20,450.08 |
DisclosureSEC source: 0001209191-23-012827 · doc4.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,447 Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 22:27 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-012827 · doc4.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,036 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, 2023 Filed Feb 16, 2023 23:13 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-010239 · doc4.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,320 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 15, 2023 Filed Feb 16, 2023 23:13 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 524 | $35.27 | $18,481.48 |
DisclosureSEC source: 0001209191-23-010239 · doc4.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,036 Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 23:13 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-010239 · doc4.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,560 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, 2023 Filed Feb 15, 2023 02:16 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 14,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009592 · doc4.xml · derivative · entry 5 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,224 Underlying: Voting Common Stock · 14,224 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 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 10, 2023 Filed Feb 15, 2023 02:16 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009592 · doc4.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,005 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 will vest 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 will vest 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 10, 2023 Filed Feb 15, 2023 02:16 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 696 | $34.34 | $23,900.64 |
DisclosureSEC source: 0001209191-23-009592 · doc4.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,980 Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 02:16 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,002 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-009592 · doc4.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,676 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 21, 2022 Filed Nov 29, 2022 22:17 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058969 · doc4.xml · derivative · entry 4 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360 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 will vest on November 19, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: The remaining 360 RSUs will vest on November 19, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| November 21, 2022 Filed Nov 29, 2022 22:17 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 106 | $32.13 | $3,405.78 |
DisclosureSEC source: 0001209191-22-058969 · doc4.xml · nonDerivative · entry 2 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,674 Read SEC document |
| November 21, 2022 Filed Nov 29, 2022 22:17 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-058969 · doc4.xml · nonDerivative · entry 1 Spencer Courtney · CIK 0001937224 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,780 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.