Live Oak Bancshares, Inc. (LOB.PA) shareholders
LOB.PANYSEState Commercial BanksFiscal year ends December 31Also trades as LOB
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Nov 3, 2026Score 18/3016% below fair value
$24.74+0.10 (+0.41%)
Close on Nov 3, 2026Market cap $1.15BP/E 8.7Yield 0.49%
Ownership
Who owns Live Oak Bancshares's shares
Held by institutions
–
Shares held, 13F filers
Institutional holders
–
Net institutional buying
–
Insider trades, 12 months
2 buys · 75 sales
Net sold $20.58M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Mahan James S Iii Joint filing with Marguerite D. Mahan (14.40%), James S. Mahan III Revocable Trust (6.70%) and 1 more | 6,619,682 | 14.40% | 13G (passive) amendment | Dec 31, 2025 |
| T. Rowe Price Investment Management, Inc. | 6,456,789 | – | 13G (passive) amendment | Nov 14, 2024 |
| BlackRock, Inc. | 2,887,100 | 6.50% | 13G (passive) amendment | Dec 31, 2023 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| James S. Mahan Iii | Chief Executive Officer, Director, 10% owner | 6,174,875 | Sep 11, 2026 |
| Gregory W. Seward | General Counsel | 108,797 | Oct 28, 2026 |
| William C. Losch III | President | 285,613 | Aug 26, 2026 |
| Michael Cairns | Chief Credit Officer | 11,528 | Aug 21, 2026 |
| Matthew S. Diffley | Chief Accounting Officer | 0 | Aug 19, 2026 |
| Walter J. Phifer | Chief Financial Officer | 11,723 | Aug 19, 2026 |
| Renato Derraik | Chief Info./Digital Off., Bank | 18,132 | Aug 12, 2026 |
| Courtney Spencer | Chief Experience Officer | 30,536 | Aug 5, 2026 |
| Mark Michael Moroz | Chief Banking Officer | 12,110 | Jul 29, 2026 |
| John W. Sutherland | Chief Accounting Officer | 16,622 | Feb 25, 2026 |
| Ewa Maria Stasiowska | Chief Risk Officer | 2,595 | Feb 11, 2026 |
| Micah S. Davis | Chief Marketing & Comm Officer | 48,560 | Feb 25, 2025 |
| Stephanie Mann | Chief Strategy Officer | 42,784 | Feb 25, 2025 |
| Tonya Williams Bradford | Director | 8,043 | Sep 8, 2026 |
| William L. Williams Iii | Director | 1,309,686 | Sep 8, 2026 |
| David G. Lucht | Director | 13,623 | Aug 5, 2026 |
| Patrick Timothy McHenry | Director | 3,080 | May 21, 2026 |
| Yousef A. Valine | Director | 11,901 | May 21, 2026 |
| Jeffrey W. Lunsford | Director | 12,640 | May 21, 2026 |
| Miltom Emmett Petty | Director | 130,839 | May 21, 2026 |
| William Henderson Cameron | Director | 224,864 | May 21, 2026 |
| Glen F. Hoffsis | Director | 134,573 | May 5, 2025 |
| Diane Beth Glossman | Director | 72,983 | May 5, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Gregory W. Seward General Counsel | Oct 26, 2026 | Sale(10b5-1 plan) | −486 | $35.77 | $17.39K | 108,797 |
| Gregory W. Seward General Counsel | Oct 26, 2026 | Sale(10b5-1 plan) | −4,514 | $35.26 | $159.16K | 109,283 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Sep 10, 2026 | Sale(10b5-1 plan) | −10,000 | $38.75 | $387.50K | 2,747,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Sep 9, 2026 | Sale(10b5-1 plan) | −10,000 | $38.63 | $386.30K | 2,757,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Sep 3, 2026 | Sale(10b5-1 plan) | −10,000 | $39.75 | $397.50K | 2,767,844 |
| Tonya Williams Bradford Director | Sep 3, 2026 | Sale | −1,600 | $39.89 | $63.82K | 8,043 |
| William L. Williams Iii Director | Sep 3, 2026 | Sale(10b5-1 plan) | −6,590 | $40.09 | $264.19K | 1,105,726 |
| William L. Williams Iii Director | Sep 2, 2026 | Sale(10b5-1 plan) | −1,810 | $40.00 | $72.40K | 1,112,316 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Sep 2, 2026 | Sale(10b5-1 plan) | −258 | $39.88 | $10.29K | 2,777,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Sep 2, 2026 | Sale(10b5-1 plan) | −9,742 | $39.53 | $385.10K | 2,778,102 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Aug 27, 2026 | Sale(10b5-1 plan) | −10,000 | $39.66 | $396.60K | 2,787,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Aug 26, 2026 | Sale(10b5-1 plan) | −10,000 | $39.99 | $399.90K | 2,797,844 |
| William C. Losch III President | Aug 25, 2026 | Option exercise | +50,000 | – | – | 285,613 |
| William C. Losch III President | Aug 25, 2026 | Tax withholding | −22,221 | $39.99 | $888.62K | 263,392 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Aug 20, 2026 | Sale(10b5-1 plan) | −10,000 | $40.53 | $405.30K | 2,807,844 |
| Michael Cairns Chief Credit Officer | Aug 19, 2026 | Tax withholding | −1,076 | $40.89 | $44.00K | 11,528 |
| Michael Cairns Chief Credit Officer | Aug 19, 2026 | Option exercise | +2,420 | – | – | 12,604 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Aug 19, 2026 | Sale(10b5-1 plan) | −1,998 | $41.97 | $83.86K | 2,817,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Aug 19, 2026 | Sale(10b5-1 plan) | −8,002 | $41.05 | $328.48K | 2,819,842 |
| Walter J. Phifer Chief Financial Officer | Aug 18, 2026 | Tax withholding | −1,296 | $42.60 | $55.21K | 11,723 |
| Walter J. Phifer Chief Financial Officer | Aug 18, 2026 | Option exercise | +2,916 | – | – | 13,019 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Aug 13, 2026 | Sale(10b5-1 plan) | −10,000 | $43.10 | $431.00K | 2,827,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Aug 12, 2026 | Sale(10b5-1 plan) | −10,000 | $42.75 | $427.50K | 2,837,844 |
| Renato Derraik Chief Info./Digital Off., Bank | Aug 10, 2026 | Tax withholding | −11,111 | $42.23 | $469.22K | 18,132 |
| Renato Derraik Chief Info./Digital Off., Bank | Aug 10, 2026 | Option exercise | +25,000 | – | – | 29,243 |
| William C. Losch III President | Aug 10, 2026 | Tax withholding | −18,665 | $42.23 | $788.22K | 235,613 |
| William C. Losch III President | Aug 10, 2026 | Option exercise | +42,000 | – | – | 254,278 |
| Courtney Spencer Chief Experience Officer | Aug 4, 2026 | Sale | −153.8 | $43.68 | $6.72K | 0 |
| David G. Lucht Director | Aug 4, 2026 | Sale | −2,000 | $44.36 | $88.72K | 13,623 |
| William L. Williams Iii Director | Aug 3, 2026 | Sale(10b5-1 plan) | −8,400 | $43.08 | $361.87K | 1,114,126 |
| Mark Michael Moroz Chief Banking Officer | Jul 28, 2026 | Sale | −6,100 | $42.08 | $256.69K | 12,110 |
| David G. Lucht Director | Jul 27, 2026 | Sale | −3,000 | $42.13 | $126.39K | 15,623 |
| William L. Williams Iii Director | Jul 1, 2026 | Sale(10b5-1 plan) | −2,604 | $41.23 | $107.36K | 1,128,322 |
| William L. Williams Iii Director | Jul 1, 2026 | Sale(10b5-1 plan) | −5,796 | $41.78 | $242.16K | 1,122,526 |
| William L. Williams Iii Director | Jun 24, 2026 | Sale(10b5-1 plan) | −8,400 | $40.05 | $336.42K | 1,130,926 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Jun 11, 2026 | Sale(10b5-1 plan) | −10,000 | $38.19 | $381.90K | 2,847,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Jun 10, 2026 | Sale(10b5-1 plan) | −915 | $39.20 | $35.87K | 2,857,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Jun 10, 2026 | Sale(10b5-1 plan) | −9,085 | $38.68 | $351.41K | 2,858,759 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Jun 4, 2026 | Sale(10b5-1 plan) | −9,921 | $37.26 | $369.66K | 2,867,923 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Jun 4, 2026 | Sale(10b5-1 plan) | −79 | $37.65 | $2.97K | 2,867,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Jun 3, 2026 | Sale(10b5-1 plan) | −9,363 | $36.42 | $341.00K | 2,878,481 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | Jun 3, 2026 | Sale(10b5-1 plan) | −637 | $37.14 | $23.66K | 2,877,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | May 28, 2026 | Sale(10b5-1 plan) | −10,000 | $37.25 | $372.50K | 2,887,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | May 27, 2026 | Sale(10b5-1 plan) | −10,000 | $37.65 | $376.50K | 2,897,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | May 21, 2026 | Sale(10b5-1 plan) | −3,388 | $37.42 | $126.78K | 2,907,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | May 21, 2026 | Sale(10b5-1 plan) | −6,612 | $36.92 | $244.12K | 2,911,232 |
| Mark Michael Moroz Chief Banking Officer | May 20, 2026 | Tax withholding | −3,163 | $36.20 | $114.50K | 18,210 |
| Mark Michael Moroz Chief Banking Officer | May 20, 2026 | Option exercise | +7,117 | – | – | 21,373 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | May 20, 2026 | Sale(10b5-1 plan) | −9,645 | $36.83 | $355.23K | 2,918,199 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | May 20, 2026 | Sale(10b5-1 plan) | −355 | $37.15 | $13.19K | 2,917,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | May 14, 2026 | Sale(10b5-1 plan) | −10,000 | $36.23 | $362.30K | 2,927,844 |
| James S. Mahan Iii Chief Executive Officer, Director, 10% owner | May 13, 2026 | Sale(10b5-1 plan) | −10,000 | $35.96 | $359.60K | 2,937,844 |
| Jeffrey W. Lunsford Director | May 1, 2026 | Option exercise | +1,890 | – | – | 12,640 |
| David G. Lucht Director | May 1, 2026 | Option exercise | +2,946 | – | – | 18,623 |
| Yousef A. Valine Director | May 1, 2026 | Option exercise | +2,946 | – | – | 10,401 |
| William Henderson Cameron Director | May 1, 2026 | Option exercise | +2,946 | – | – | 19,850 |
| Miltom Emmett Petty Director | May 1, 2026 | Option exercise | +2,946 | – | – | 130,839 |
| Tonya Williams Bradford Director | May 1, 2026 | Option exercise | +2,946 | – | – | 9,643 |
| Patrick Timothy McHenry Director | May 1, 2026 | Option exercise | +3,080 | – | – | 3,080 |
| Renato Derraik Chief Info./Digital Off., Bank | Apr 30, 2026 | Sale | −75,000 | $37.83 | $2.84M | 4,243 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Gregory W. Seward Officer | Oct 26, 2026 | 5,000 | $176.55K | Oct 26, 2026 | Restricted Stock Vesting |
| James S. Mahan Iii Officer, Director | Sep 10, 2026 | 10,000 | $387.48K | Sep 10, 2026 | Pre-IPO Shares |
| James S. Mahan Iii Officer, Director | Sep 9, 2026 | 10,000 | $386.31K | Sep 9, 2026 | Pre-IPO Shares |
| James S. Mahan Iii Officer, Director | Sep 3, 2026 | 10,000 | $398.90K | Sep 3, 2026 | Pre-IPO Shares |
| Tonya Williams Bradford Director | Sep 3, 2026 | 1,600 | $63.82K | Sep 3, 2026 | Restricted Stock Vesting |
| James S. Mahan Iii Officer, Director | Sep 2, 2026 | 10,000 | $390.00K | Sep 2, 2026 | Pre-IPO Shares |
| James S. Mahan Iii Officer, Director | Aug 27, 2026 | 10,000 | $396.59K | Aug 27, 2026 | Pre-IPO Shares |
| James S. Mahan Iii Officer, Director | Aug 26, 2026 | 10,000 | $399.88K | Aug 26, 2026 | Pre-IPO Shares |
| James S. Mahan Iii Officer, Director | Aug 20, 2026 | 10,000 | $405.50K | Aug 20, 2026 | PRE IPO shares |
| James S. Mahan Iii Officer, Director | Aug 19, 2026 | 10,000 | $427.80K | Aug 19, 2026 | Pre IPO Shares |
| James S. Mahan Iii Officer, Director | Aug 13, 2026 | 10,000 | $432.00K | Aug 13, 2026 | Pre IPO Shares |
| James S. Mahan Iii Officer, Director | Aug 12, 2026 | 10,000 | $427.80K | Aug 12, 2026 | Pre IPO Shares |
| David G. Lucht Affiliate | Aug 4, 2026 | 2,000 | $87.26K | Aug 4, 2026 | Restricted Stock Award |
| Mark Michael Moroz Officer | Jul 28, 2026 | 6,100 | $257.30K | Jul 28, 2026 | Restricted Stock Award |
| David G. Lucht Director | Jul 27, 2026 | 3,000 | $126.35K | Jul 27, 2026 | RESTRICTED STOCK AWARD |
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