Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Live Oak Bancshares, Inc.LOB · Entity 2023 | Chief Strategy 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 | 42,195 |
Ending reported balance
After 2025-02-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-24 · Exercise / conversion · Acquired 2,000 · Balance 42,784 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 589 · Balance 42,195 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,000 |
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 2,000 · Balance 2,000 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: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,562 |
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 5,562 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: 1,112 of the RSUs vested on each of February 10, 2023 and 2025; 1,113 of the RSUs vested on February 10, 2024; 2,780 of the RSUs will vest on February 10, 2026; and 2,782 of the RSUs will vest on February 10, 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 | 3,160 |
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 3,160 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 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 | 35,846 |
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 35,846 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 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 | 9,013 |
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 9,013 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 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 | 7,839 |
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 7,839 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F7: 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. |
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: 2,000 of the RSUs will vest on each of February 22, 2023, 2024, 2025, and 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.
F3: 1,112 of the RSUs vested on each of February 10, 2023 and 2025; 1,113 of the RSUs vested on February 10, 2024; 2,780 of the RSUs will vest on February 10, 2026; and 2,782 of the RSUs will vest on February 10, 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 14, 2023, 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 13, 2024, 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 12, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date.
F7: 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.
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 | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000143 · wk-form4_1740523889.xml · derivative · entry 3 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Underlying: Voting Common Stock · 2,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. 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 24, 2025 Filed Feb 25, 2025 22:51 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 589 | $31.99 | $18,842.11 |
DisclosureSEC source: 0001578563-25-000143 · wk-form4_1740523889.xml · nonDerivative · entry 2 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,195 Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 22:51 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000143 · wk-form4_1740523889.xml · nonDerivative · entry 1 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,784 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 01:37 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000087 · wk-form4_1739929070.xml · derivative · entry 6 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,160 Underlying: Voting Common Stock · 1,580 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F3 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date. F3 · derivative.expiration_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 01:37 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 11,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000087 · wk-form4_1739929070.xml · derivative · entry 5 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 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 01:37 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 466 | $33.93 | $15,811.38 |
DisclosureSEC source: 0001578563-25-000087 · wk-form4_1739929070.xml · nonDerivative · entry 4 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,784 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 01:37 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000087 · wk-form4_1739929070.xml · nonDerivative · entry 3 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,250 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 01:37 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 3,514 | $34.92 | $122,708.88 |
DisclosureSEC source: 0001578563-25-000087 · wk-form4_1739929070.xml · nonDerivative · entry 2 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,670 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 01:37 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 11,949 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000087 · wk-form4_1739929070.xml · nonDerivative · entry 1 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,184 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 22:05 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000064 · wk-form4_1739570716.xml · derivative · entry 3 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,013 Underlying: Voting Common Stock · 2,253 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 22:05 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 767 | $34.80 | $26,691.60 |
DisclosureSEC source: 0001578563-25-000064 · wk-form4_1739570716.xml · nonDerivative · entry 2 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,235 Read SEC document |
| February 12, 2025 Filed Feb 14, 2025 22:05 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,253 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000064 · wk-form4_1739570716.xml · nonDerivative · entry 1 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,002 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 23:53 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 174 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000047 · wk-form4_1739404419.xml · derivative · entry 7 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Voting Common Stock · 174 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. F4 · derivative.exercise_date: 173 of the RSUs vested on February 10, 2023 and 174 of the RSUs vested on each of February 12, 2024 and February 10, 2025. F4 · derivative.expiration_date: 173 of the RSUs vested on February 10, 2023 and 174 of the RSUs vested on each of February 12, 2024 and February 10, 2025. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 23:53 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000047 · wk-form4_1739404419.xml · derivative · entry 6 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,562 Underlying: Voting Common Stock · 1,112 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: 1,112 of the RSUs vested on each of February 10, 2023 and 2025; 1,113 of the RSUs vested on February 12, 2024; 2,780 of the RSUs will vest on February 10, 2026; and 2,782 of the RSUs will vest on February 10, 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. F3 · derivative.expiration_date: 1,112 of the RSUs vested on each of February 10, 2023 and 2025; 1,113 of the RSUs vested on February 12, 2024; 2,780 of the RSUs will vest on February 10, 2026; and 2,782 of the RSUs will vest on February 10, 2027, 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 23:53 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 7,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-25-000047 · wk-form4_1739404419.xml · derivative · entry 5 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,839 Underlying: Voting Common Stock · 7,839 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 23:53 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 61 | $35.08 | $2,139.88 |
DisclosureSEC source: 0001578563-25-000047 · wk-form4_1739404419.xml · nonDerivative · entry 4 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,749 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 23:53 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 174 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000047 · wk-form4_1739404419.xml · nonDerivative · entry 3 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,810 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 23:53 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 387 | $35.08 | $13,575.96 |
DisclosureSEC source: 0001578563-25-000047 · wk-form4_1739404419.xml · nonDerivative · entry 2 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,636 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 23:53 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-25-000047 · wk-form4_1739404419.xml · nonDerivative · entry 1 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,023 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 22:16 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000133 · wk-form4_1708985763.xml · derivative · entry 3 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Underlying: Voting Common Stock · 2,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F2 · derivative.exercise_date: 2,000 of the RSUs will vest on each of February 22, 2023, 2024, 2025, and 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: 2,000 of the RSUs will vest on each of February 22, 2023, 2024, 2025, and 2026, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 22:16 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 589 | $39.30 | $23,147.70 |
DisclosureSEC source: 0001578563-24-000133 · wk-form4_1708985763.xml · nonDerivative · entry 2 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,911 Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 22:16 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000133 · wk-form4_1708985763.xml · nonDerivative · entry 1 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,500 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 22:56 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000103 · wk-form4_1708124179.xml · derivative · entry 6 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,740 Underlying: Voting Common Stock · 1,580 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. F3 · derivative.exercise_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date. F3 · derivative.expiration_date: The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:56 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 539 | $39.21 | $21,134.19 |
DisclosureSEC source: 0001578563-24-000103 · wk-form4_1708124179.xml · nonDerivative · entry 4 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,500 Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:56 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000103 · wk-form4_1708124179.xml · nonDerivative · entry 3 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,039 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 22:56 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 11,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000103 · wk-form4_1708124179.xml · derivative · entry 5 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,795 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. F2 · derivative.exercise_date: The RSUs vest in five pro rata annual installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: The RSUs vest in five pro rata annual installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:56 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 3,608 | $38.55 | $139,088.40 |
DisclosureSEC source: 0001578563-24-000103 · wk-form4_1708124179.xml · nonDerivative · entry 2 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,459 Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:56 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 11,948 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000103 · wk-form4_1708124179.xml · nonDerivative · entry 1 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,067 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 01:01 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 11,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000068 · wk-form4_1707958893.xml · derivative · entry 7 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,266 Underlying: Voting Common Stock · 11,266 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. F4 · 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. F4 · 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 01:01 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 174 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000068 · wk-form4_1707958893.xml · derivative · entry 6 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174 Underlying: Voting Common Stock · 174 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: 173 of the RSUs vested on February 10, 2023, 174 of the RSUs vested on February 12, 2024 and 174 of the RSUs will vest on on February 10, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date. F3 · derivative.expiration_date: 173 of the RSUs vested on February 10, 2023, 174 of the RSUs vested on February 12, 2024 and 174 of the RSUs will vest on on February 10, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 01:01 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001578563-24-000068 · wk-form4_1707958893.xml · derivative · entry 5 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,674 Underlying: Voting Common Stock · 1,113 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: 1,112 of the RSUs will vest on each of February 10, 2023 and 2025; 1,113 of the RSUs vested on February 12, 2024; 2,780 of the RSUs will vest on February 10, 2026; and 2,782 of the RSUs will vest on February 10, 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: 1,112 of the RSUs will vest on each of February 10, 2023 and 2025; 1,113 of the RSUs vested on February 12, 2024; 2,780 of the RSUs will vest on February 10, 2026; and 2,782 of the RSUs will vest on February 10, 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 01:01 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 61 | $39.94 | $2,436.34 |
DisclosureSEC source: 0001578563-24-000068 · wk-form4_1707958893.xml · nonDerivative · entry 4 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,119 Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 01:01 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 174 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000068 · wk-form4_1707958893.xml · nonDerivative · entry 3 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,180 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 01:01 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 387 | $39.94 | $15,456.78 |
DisclosureSEC source: 0001578563-24-000068 · wk-form4_1707958893.xml · nonDerivative · entry 2 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,006 Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 01:01 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,113 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001578563-24-000068 · wk-form4_1707958893.xml · nonDerivative · entry 1 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,393 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 22:22 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012814 · doc4.xml · derivative · entry 3 Mann Stephanie · CIK 0001937537 · Chief Strategy 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 22:22 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 589 | $34.72 | $20,450.08 |
DisclosureSEC source: 0001209191-23-012814 · doc4.xml · nonDerivative · entry 2 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,280 Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 22:22 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-012814 · doc4.xml · nonDerivative · entry 1 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,869 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 23:08 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-010235 · doc4.xml · derivative · entry 3 Mann Stephanie · CIK 0001937537 · Chief Strategy 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 23:08 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 549 | $35.27 | $19,363.23 |
DisclosureSEC source: 0001209191-23-010235 · doc4.xml · nonDerivative · entry 2 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,869 Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 23:08 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-010235 · doc4.xml · nonDerivative · entry 1 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,418 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 02:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | GrantRestricted Stock Units · Derivative | 59,743 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009589 · doc4.xml · derivative · entry 7 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,743 Underlying: Voting Common Stock · 59,743 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. F4 · 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. F4 · 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 02:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 173 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009589 · doc4.xml · derivative · entry 6 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348 Underlying: Voting Common Stock · 173 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: 173 of the RSUs will vest on February 10, 2023 and 174 of the RSUs will vest on each of February 10, 2024 and 2025, subject to the reporting person's continuous service to the Company or a related entity on such date. F3 · derivative.expiration_date: 173 of the RSUs will vest on February 10, 2023 and 174 of the RSUs will vest on each of February 10, 2024 and 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 02:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionRestricted Stock Units · Derivative | 1,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009589 · doc4.xml · derivative · entry 5 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,787 Underlying: Voting Common Stock · 1,112 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: 1,112 of the RSUs will vest on each of February 10, 2023 and 2025; 1,113 of the RSUs will vest on February 10, 2024; 2,780 of the RSUs will vest on February 10, 2026; and 2,782 of the RSUs will vest on February 10, 2027, subject to the reporting person's continuous service to the Company or a related entity on such date. F2 · derivative.expiration_date: 1,112 of the RSUs will vest on each of February 10, 2023 and 2025; 1,113 of the RSUs will vest on February 10, 2024; 2,780 of the RSUs will vest on February 10, 2026; and 2,782 of the RSUs will vest on February 10, 2027, 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 02:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 61 | $34.34 | $2,094.74 |
DisclosureSEC source: 0001209191-23-009589 · doc4.xml · nonDerivative · entry 4 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,838 Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 02:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 173 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-009589 · doc4.xml · nonDerivative · entry 3 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,899 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, 2023 Filed Feb 15, 2023 02:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Tax withholdingVoting Common Stock | 387 | $34.34 | $13,289.58 |
DisclosureSEC source: 0001209191-23-009589 · doc4.xml · nonDerivative · entry 2 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,726 Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 02:10 UTC | Live Oak Bancshares, Inc. LOB · Entity 2023 | Exercise / conversionVoting Common Stock | 1,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-009589 · doc4.xml · nonDerivative · entry 1 Mann Stephanie · CIK 0001937537 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,113 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.