Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Live Oak Bancshares, Inc.LOB · Entity 2023 | Chief Marketing & Comm Officer | February 24, 2025 | February 25, 2025 |
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 February 24, 2025 · Filed February 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Voting Common StockSEC Table I · non-derivative | Direct | 48,115 |
Ending reported balance
After 2025-02-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-24 · Exercise / conversion · Acquired 1,000 · Balance 48,560 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. Row 2 · 2025-02-24 · Tax withholding · Disposed 445 · Balance 48,115 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,000 |
Reported balance
After 2025-02-24 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-24 · Exercise / conversion · Disposed 1,000 · Balance 1,000 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: 1,000 of the RSUs will vest on each of February 22, 2024, 2025 and 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,896 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,896 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: 948 of the RSUs will vest on each of February 14, 2024, 2025, 2026 and 2027, 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 | 6,828 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 6,828 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 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 | 7,011 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 7,011 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 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 | 4,275 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 4,275 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F6: The RSUs vest in five equal annual installments beginning on February 10, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.00 · Expires 2025-07-22 | Direct | 6,498 |
Reported balance
Holding disclosure · report date 2025-02-24 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 6,498 F7: The shares subject to this option vested and became exercisable yearly in seven installments beginning on July 22, 2016, as follows: 10% of the shares subject to the option vested on each of July 22, 2016, 2017, 2018, 2019, and 2020; 25% of the shares subject to the option vested on July 22, 2021; and 25% of the shares subject to the option vested on July 22, 2022. |
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: 1,000 of the RSUs will vest on each of February 22, 2024, 2025 and 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.
F3: 948 of the RSUs will vest on each of February 14, 2024, 2025, 2026 and 2027, 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 13, 2024, 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 12, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date.
F6: The RSUs vest in five equal annual installments beginning on February 10, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.
F7: The shares subject to this option vested and became exercisable yearly in seven installments beginning on July 22, 2016, as follows: 10% of the shares subject to the option vested on each of July 22, 2016, 2017, 2018, 2019, and 2020; 25% of the shares subject to the option vested on July 22, 2021; and 25% of the shares subject to the option vested on July 22, 2022.
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 |
|---|---|---|---|---|---|---|
| February 24, 2025 Filed Feb 25, 2025 22:51 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000142 · wk-form4_1740523863.xml · derivative · entry 3 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 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: 1,000 of the RSUs will vest on each of February 22, 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: 1,000 of the RSUs will vest on each of February 22, 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 22:51 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 445 | $31.99 | $14,235.55 |
DisclosureSEC source: 0001578563-25-000142 · wk-form4_1740523863.xml · nonDerivative · entry 2 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,115 Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 22:51 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000142 · wk-form4_1740523863.xml · nonDerivative · entry 1 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,560 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 14, 2025 Filed Feb 19, 2025 01:34 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 948 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000083 · wk-form4_1739928859.xml · derivative · entry 6 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,896 Underlying: Voting Common Stock · 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 RSU represents a contingent right to receive one share of the Company's voting common stock. F3 · derivative.exercise_date: 948 of the RSUs will vest on each of February 14, 2024, 2025, 2026 and 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. F3 · derivative.expiration_date: 948 of the RSUs will vest on each of February 14, 2024, 2025, 2026 and 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 01:34 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000083 · wk-form4_1739928859.xml · derivative · entry 5 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,828 Underlying: Voting Common Stock · 2,276 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 RSU represents a contingent right to receive one share of the Company's 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 01:34 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 422 | $33.93 | $14,318.46 |
DisclosureSEC source: 0001578563-25-000083 · wk-form4_1739928859.xml · nonDerivative · entry 4 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,560 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 01:34 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 948 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000083 · wk-form4_1739928859.xml · nonDerivative · entry 3 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,982 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 RSU represents a contingent right to receive one share of the Company's voting common stock. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 01:34 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 1,008 | $34.92 | $35,199.36 |
DisclosureSEC source: 0001578563-25-000083 · wk-form4_1739928859.xml · nonDerivative · entry 2 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,034 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 01:34 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,276 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000083 · wk-form4_1739928859.xml · nonDerivative · entry 1 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,042 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 RSU represents a contingent right to receive one share of the Company's voting common stock. Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:03 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000061 · wk-form4_1739570626.xml · derivative · entry 3 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,011 Underlying: Voting Common Stock · 1,752 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 22:03 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 856 | $34.80 | $29,788.80 |
DisclosureSEC source: 0001578563-25-000061 · wk-form4_1739570626.xml · nonDerivative · entry 2 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,766 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:03 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,752 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000061 · wk-form4_1739570626.xml · nonDerivative · entry 1 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,622 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 23:42 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000041 · wk-form4_1739403766.xml · derivative · entry 4 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm 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 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 February 12, 2024 and 2,003 of the RSUs vested on February 10, 2025. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 23:42 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 4,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000041 · wk-form4_1739403766.xml · derivative · entry 3 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,275 Underlying: Voting Common Stock · 4,275 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 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 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, 2025 Filed Feb 12, 2025 23:42 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 997 | $35.08 | $34,974.76 |
DisclosureSEC source: 0001578563-25-000041 · wk-form4_1739403766.xml · nonDerivative · entry 2 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,870 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 23:42 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,003 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000041 · wk-form4_1739403766.xml · nonDerivative · entry 1 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,867 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 |
| March 11, 2024 Filed Mar 13, 2024 21:04 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | SaleVoting Common Stock | 8,613 | $39.87 | $343,420.98 |
DisclosureSEC source: 0001578563-24-000164 · wk-form4_1710363862.xml · nonDerivative · entry 1 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,864 F1 · price: This transaction was executed in multiple trades at prices ranging from $39.84 to $40.045. 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 transactions were effected. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 22:15 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000132 · wk-form4_1708985733.xml · derivative · entry 3 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 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: 1,000 of the RSUs will vest on each of February 22, 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: 1,000 of the RSUs will vest on each of February 22, 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 22:15 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 445 | $39.30 | $17,488.50 |
DisclosureSEC source: 0001578563-24-000132 · wk-form4_1708985733.xml · nonDerivative · entry 2 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,477 Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 22:15 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000132 · wk-form4_1708985733.xml · nonDerivative · entry 1 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,922 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 22:55 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 948 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000100 · wk-form4_1708124093.xml · derivative · entry 6 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,844 Underlying: Voting Common Stock · 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: 948 of the RSUs will vest on each of February 14, 2024, 2025, 2026 and 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. F3 · derivative.expiration_date: 948 of the RSUs will vest on each of February 14, 2024, 2025, 2026 and 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:55 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 468 | $39.21 | $18,350.28 |
DisclosureSEC source: 0001578563-24-000100 · wk-form4_1708124093.xml · nonDerivative · entry 4 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,922 Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:55 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 948 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000100 · wk-form4_1708124093.xml · nonDerivative · entry 3 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,390 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 22:55 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000100 · wk-form4_1708124093.xml · derivative · entry 5 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,104 Underlying: Voting Common Stock · 2,275 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, 2024 Filed Feb 16, 2024 22:55 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 1,070 | $38.55 | $41,248.50 |
DisclosureSEC source: 0001578563-24-000100 · wk-form4_1708124093.xml · nonDerivative · entry 2 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,442 Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:55 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,275 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000100 · wk-form4_1708124093.xml · nonDerivative · entry 1 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,512 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 00:54 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 8,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000062 · wk-form4_1707958463.xml · derivative · entry 4 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,763 Underlying: Voting Common Stock · 8,763 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 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 pro rata 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 00:54 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000062 · wk-form4_1707958463.xml · derivative · entry 3 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm 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 February 12, 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 February 12, 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 00:54 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 996 | $39.40 | $39,242.40 |
DisclosureSEC source: 0001578563-24-000062 · wk-form4_1707958463.xml · nonDerivative · entry 2 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,237 Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 00:54 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,002 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000062 · wk-form4_1707958463.xml · nonDerivative · entry 1 Davis Micah S · CIK 0001977288 · Chief Marketing & Comm Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,233 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.