Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Live Oak Bancshares, Inc.LOB · Entity 2023 | General Counsel | March 02, 2026 | March 04, 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 March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 113,797 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 1 · 2026-03-02 · Sale · Disposed 3,000 · Balance 113,797 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,370 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 2,370 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 | 23,898 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 23,898 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 | 8,262 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 8,262 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 | 7,412 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 7,412 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 | 8,383 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 8,383 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 |
|---|---|---|---|---|---|---|
| March 02, 2026 Filed Mar 4, 2026 22:41 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 3,000 | $36.70 | $110,100.00 |
DisclosureSEC source: 0001656656-26-000010 · wk-form4_1772664093.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,797 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:27 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001656656-26-000008 · wk-form4_1772058462.xml · derivative · entry 3 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 1,000 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: The RSUs vested in five equal annual installments beginning on February 22, 2022. F2 · derivative.expiration_date: The RSUs vested in five equal annual installments beginning on February 22, 2022. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:27 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 445 | $38.30 | $17,043.50 |
DisclosureSEC source: 0001656656-26-000008 · wk-form4_1772058462.xml · nonDerivative · entry 2 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,797 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 22:27 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001656656-26-000008 · wk-form4_1772058462.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,242 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 22:03 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001656656-26-000006 · wk-form4_1771538627.xml · derivative · entry 3 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,370 Underlying: Voting Common Stock · 2,370 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 22:03 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 1,054 | $40.75 | $42,950.50 |
DisclosureSEC source: 0001656656-26-000006 · wk-form4_1771538627.xml · nonDerivative · entry 2 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,242 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:03 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,370 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001656656-26-000006 · wk-form4_1771538627.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,296 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 23:14 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 11,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001656656-26-000004 · wk-form4_1771370078.xml · derivative · entry 6 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,898 Underlying: Voting Common Stock · 11,948 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 23:14 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 5,310 | $40.54 | $215,267.40 |
DisclosureSEC source: 0001656656-26-000004 · wk-form4_1771370078.xml · nonDerivative · entry 4 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,926 Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 23:14 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 11,948 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001656656-26-000004 · wk-form4_1771370078.xml · nonDerivative · entry 3 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,236 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 |
| February 12, 2026 Filed Feb 17, 2026 23:14 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001656656-26-000004 · wk-form4_1771370078.xml · derivative · entry 5 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,262 Underlying: Voting Common Stock · 2,754 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 23:14 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 1,272 | $40.22 | $51,159.84 |
DisclosureSEC source: 0001656656-26-000004 · wk-form4_1771370078.xml · nonDerivative · entry 2 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,288 Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 23:14 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,754 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001656656-26-000004 · wk-form4_1771370078.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,560 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 10, 2026 Filed Feb 11, 2026 22:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001656656-26-000002 · wk-form4_1770847848.xml · derivative · entry 4 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,412 Underlying: Voting Common Stock · 1,852 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 22:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 922 | $41.04 | $37,838.88 |
DisclosureSEC source: 0001656656-26-000002 · wk-form4_1770847848.xml · nonDerivative · entry 2 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,806 Read SEC document |
| February 10, 2026 Filed Feb 11, 2026 22:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,852 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001656656-26-000002 · wk-form4_1770847848.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,728 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 | 8,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001656656-26-000002 · wk-form4_1770847848.xml · derivative · entry 3 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,383 Underlying: Voting Common Stock · 8,383 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 |
| November 28, 2025 Filed Dec 1, 2025 21:53 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GiftVoting Common Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001656656-25-000005 · wk-form4_1764626009.xml · nonDerivative · entry 2 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,876 Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:53 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GiftVoting Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001656656-25-000005 · wk-form4_1764626009.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,026 Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 22:44 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,500 | $0.00 Strike: $14.55 | $0.00 |
DisclosureSEC source: 0001656656-25-000003 · wk-form4_1763678667.xml · derivative · entry 6 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 1,500 shares Expires 2025-11-19 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 November 19, 2016, as follows: 10% of the shares subject to the option vested on each of November 19, 2016, 2017, 2018, 2019, and 2020; and 25% of the shares subject to the option vested on each of November 19, 2021 and 2022. Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 22:44 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 1,200 | $30.20 | $36,241.80 |
DisclosureSEC source: 0001656656-25-000003 · wk-form4_1763678667.xml · nonDerivative · entry 4 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,126 F1 · price: This transaction was executed in multiple trades at prices ranging from $30.16 to $30.247. 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 |
| November 19, 2025 Filed Nov 20, 2025 22:44 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,500 | $14.55 | $21,825.00 |
DisclosureSEC source: 0001656656-25-000003 · wk-form4_1763678667.xml · nonDerivative · entry 3 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,326 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 |
| November 18, 2025 Filed Nov 20, 2025 22:44 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $14.55 | $0.00 |
DisclosureSEC source: 0001656656-25-000003 · wk-form4_1763678667.xml · derivative · entry 5 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Underlying: Voting Common Stock · 12,000 shares Expires 2025-11-19 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 November 19, 2016, as follows: 10% of the shares subject to the option vested on each of November 19, 2016, 2017, 2018, 2019, and 2020; and 25% of the shares subject to the option vested on each of November 19, 2021 and 2022. Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 22:44 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 3,051 | $30.04 | $91,652.04 |
DisclosureSEC source: 0001656656-25-000003 · wk-form4_1763678667.xml · nonDerivative · entry 2 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,826 Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 22:44 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 12,000 | $14.55 | $174,600.00 |
DisclosureSEC source: 0001656656-25-000003 · wk-form4_1763678667.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,877 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 | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000145 · wk-form4_1740523937.xml · derivative · entry 3 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 Underlying: Voting Common Stock · 1,000 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: The RSUs vest in five equal annual installments beginning on February 22, 2022, 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 22, 2022, 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 | 445 | $31.99 | $14,235.55 |
DisclosureSEC source: 0001578563-25-000145 · wk-form4_1740523937.xml · nonDerivative · entry 2 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,877 Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 22:52 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000145 · wk-form4_1740523937.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,322 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 01:38 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000088 · wk-form4_1739929131.xml · derivative · entry 6 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,740 Underlying: Voting Common Stock · 2,370 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 01:38 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 11,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000088 · wk-form4_1739929131.xml · derivative · entry 5 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,846 Underlying: Voting Common Stock · 11,949 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 01:38 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 1,054 | $33.93 | $35,762.22 |
DisclosureSEC source: 0001578563-25-000088 · wk-form4_1739929131.xml · nonDerivative · entry 4 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,322 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 01:38 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,370 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000088 · wk-form4_1739929131.xml · nonDerivative · entry 3 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,376 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 01:38 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 5,311 | $34.92 | $185,460.12 |
DisclosureSEC source: 0001578563-25-000088 · wk-form4_1739929131.xml · nonDerivative · entry 2 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,006 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 01:38 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 11,949 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000088 · wk-form4_1739929131.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,317 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 | 2,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000066 · wk-form4_1739570773.xml · derivative · entry 3 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,016 Underlying: Voting Common Stock · 2,754 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 | 1,274 | $34.80 | $44,335.20 |
DisclosureSEC source: 0001578563-25-000066 · wk-form4_1739570773.xml · nonDerivative · entry 2 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,368 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:06 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,754 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000066 · wk-form4_1739570773.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,642 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 23:59 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000049 · wk-form4_1739404750.xml · derivative · entry 4 Seward Gregory W · CIK 0001656656 · General Counsel 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, 2021, 2022, and 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, 2021, 2022, and 2023 and February 12, 2024; and 2,003 of the RSUs vested on February 10, 2025. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 23:59 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 9,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000049 · wk-form4_1739404750.xml · derivative · entry 3 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,264 Underlying: Voting Common Stock · 9,264 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 23:59 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 997 | $35.08 | $34,974.76 |
DisclosureSEC source: 0001578563-25-000049 · wk-form4_1739404750.xml · nonDerivative · entry 2 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,888 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 23:59 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,003 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000049 · wk-form4_1739404750.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,885 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 14, 2024 Filed Nov 15, 2024 22:17 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GiftVoting Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000446 · wk-form4_1731709048.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,882 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:30 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 5,355 | $47.39 | $253,774.52 |
DisclosureSEC source: 0001578563-24-000438 · wk-form4_1731101440.xml · nonDerivative · entry 2 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,882 F2 · price: This transaction was executed in multiple trades at prices ranging from $47.31 to $47.40. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:30 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 4,645 | $46.59 | $216,394.29 |
DisclosureSEC source: 0001578563-24-000438 · wk-form4_1731101440.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,237 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.29 to $47.14. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 22:17 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000135 · wk-form4_1708985837.xml · derivative · entry 3 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Underlying: Voting Common Stock · 1,000 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: The RSUs vest in five equal annual installments beginning on February 22, 2022, 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 22, 2022, 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 22:17 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 445 | $39.30 | $17,488.50 |
DisclosureSEC source: 0001578563-24-000135 · wk-form4_1708985837.xml · nonDerivative · entry 2 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,882 Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 22:17 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000135 · wk-form4_1708985837.xml · nonDerivative · entry 1 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,327 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 22:57 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,370 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000105 · wk-form4_1708124254.xml · derivative · entry 6 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,110 Underlying: Voting Common Stock · 2,370 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 22:57 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 1,072 | $39.21 | $42,033.12 |
DisclosureSEC source: 0001578563-24-000105 · wk-form4_1708124254.xml · nonDerivative · entry 4 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,327 Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:57 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,370 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000105 · wk-form4_1708124254.xml · nonDerivative · entry 3 Seward Gregory W · CIK 0001656656 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,399 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.