person · Reporting owner
McHenry Patrick Timothy
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Live Oak Bancshares, Inc.LOB · Entity 2023 | Director | May 19, 2026 | May 22, 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 May 19, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,486 |
Reported balance
After 2026-05-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-19 · Grant · Acquired 2,486 · Balance 2,486 F1: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2: The restricted stock units vest on May 1, 2027. |
| Voting Common StockSEC Table I · non-derivative | Direct | 3,080 |
Reported balance
Holding disclosure · report date 2026-05-19 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,080 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock.
F2: The restricted stock units vest on May 1, 2027.
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 |
|---|---|---|---|---|---|---|
| May 19, 2026 Filed May 22, 2026 00:06 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 2,486 | $0.00 | $0.00 |
DisclosureSEC source: 0002070216-26-000004 · wk-form4_1779408400.xml · derivative · entry 2 McHenry Patrick Timothy · CIK 0002070216 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,486 Underlying: Voting Common Stock · 2,486 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: The restricted stock units vest on May 1, 2027. F2 · derivative.expiration_date: The restricted stock units vest on May 1, 2027. Read SEC document |
| May 01, 2026 Filed May 5, 2026 22:26 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 3,080 | $0.00 | $0.00 |
DisclosureSEC source: 0002070216-26-000002 · wk-form4_1778019999.xml · derivative · entry 2 McHenry Patrick Timothy · CIK 0002070216 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 3,080 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 represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: The restricted stock units vested on May 1, 2026. F2 · derivative.expiration_date: The restricted stock units vested on May 1, 2026. Read SEC document |
| May 01, 2026 Filed May 5, 2026 22:26 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 3,080 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002070216-26-000002 · wk-form4_1778019999.xml · nonDerivative · entry 1 McHenry Patrick Timothy · CIK 0002070216 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,080 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 represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. Read SEC document |
| May 28, 2025 Filed May 28, 2025 22:16 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 3,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000276 · wk-form4_1748470584.xml · derivative · entry 1 McHenry Patrick Timothy · CIK 0002070216 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,080 Underlying: Voting Common Stock · 3,080 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Live Oak Bancshares, Inc. voting common stock. F2 · derivative.exercise_date: The restricted stock units vest on May 1, 2026. F2 · derivative.expiration_date: The restricted stock units vest on May 1, 2026. 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.