Live Oak Bancshares, Inc.
Total Trades
38
Buys
11
Sells
24
Largest Trade
$1M+
Insiders
15
Institutional Funds
178
Inst. Value
$1M+
Activist Filings
17
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| MAHAN JAMES S III | CEO | SELL | $500K+ | 20K | $36.06 | Mar 6, 2026 |
| Seward Gregory W | General Counsel | SELL | $100K–$500K | 3K | $36.70 | Mar 4, 2026 |
| Phifer Walter J | CFO | SELL | $100K–$500K | 5K | $36.58 | Mar 4, 2026 |
| MAHAN JAMES S III | CEO | SELL | $500K+ | 20K | $39.35 | Feb 27, 2026 |
| MAHAN JAMES S III | CEO | SELL | $500K+ | 20K | $40.18 | Feb 20, 2026 |
| MAHAN JAMES S III | CEO | SELL | $500K+ | 20K | $40.49 | Feb 13, 2026 |
| MAHAN JAMES S III | CEO | SELL | $500K+ | 20K | $41.05 | Feb 6, 2026 |
| Stasiowska Ewa Maria | Chief Risk Officer | BUY | $50K–$100K | 3K | $38.53 | Jan 28, 2026 |
| Spencer Courtney | Chief Experience O… | SELL | $100K–$500K | 10K | $39.01 | Jan 28, 2026 |
| Spencer Courtney | Chief Experience O… | EXERCISE | $100K–$500K | 14K | $13.59 | Jan 28, 2026 |
| MAHAN JAMES S III | CEO | SELL | $100K–$500K | 10K | $36.17 | Dec 23, 2025 |
| MAHAN JAMES S III | CEO | SELL | $100K–$500K | 10K | $35.97 | Dec 19, 2025 |
| MAHAN JAMES S III | CEO | SELL | $100K–$500K | 10K | $35.13 | Dec 16, 2025 |
| MAHAN JAMES S III | CEO | SELL | $100K–$500K | 10K | $34.33 | Dec 12, 2025 |
| MAHAN JAMES S III | CEO | SELL | $100K–$500K | 10K | $32.81 | Dec 9, 2025 |
| MAHAN JAMES S III | CEO | SELL | $100K–$500K | 10K | $33.05 | Dec 5, 2025 |
| MAHAN JAMES S III | CEO | SELL | $500K+ | 20K | $32.11 | Dec 1, 2025 |
| Bradford Tonya Williams | Director | BUY | $15K–$50K | 1K | $30.24 | Nov 24, 2025 |
| Seward Gregory W | General Counsel | EXERCISE | $100K–$500K | 14K | $14.55 | Nov 20, 2025 |
| Seward Gregory W | General Counsel | SELL | $15K–$50K | 1K | $30.20 | Nov 20, 2025 |
| Cameron William Henderson | Director | BUY | $100K–$500K | 10K | $26.01 | May 9, 2025 |
| Bradford Tonya Williams | Director | SELL | $50K–$100K | 3K | $26.51 | May 9, 2025 |
| SUTHERLAND JOHN W. | Chief Accounting O… | SELL | $500K+ | 13K | $49.00 | Nov 15, 2024 |
| Seward Gregory W | General Counsel | SELL | $100K–$500K | 10K | $47.02 | Nov 8, 2024 |
| Cameron William Henderson | Director | BUY | $15K–$50K | 1K | $39.76 | Oct 31, 2024 |
| SUTHERLAND JOHN W. | Chief Accounting O… | SELL | $500K+ | 20K | $43.00 | Aug 27, 2024 |
| Petty Miltom Emmett | Director | EXERCISE | $100K–$500K | 30K | $4.40 | Mar 4, 2024 |
| Petty Miltom Emmett | Director | SELL | $100K–$500K | 10K | $39.73 | Mar 4, 2024 |
| SUTHERLAND JOHN W. | Chief Accounting O… | SELL | $500K+ | 20K | $33.49 | Nov 21, 2023 |
| Derraik Renato | Chief Info./Digital Off. | SELL | $500K+ | 20K | $29.56 | Nov 13, 2023 |
| Cameron William Henderson | Director | BUY | $50K–$100K | 4K | $24.37 | Jun 13, 2023 |
| LUCHT DAVID G | Director | BUY | $100K–$500K | 5K | $20.02 | May 15, 2023 |
| Cameron William Henderson | Director | BUY | $15K–$50K | 1K | $30.45 | Dec 19, 2022 |
| Glossman Diane Beth | Director | BUY | $50K–$100K | 2K | $38.25 | Aug 29, 2022 |
| Smits Steve | Chief Credit Officer | SELL | $100K–$500K | 3K | $63.13 | Mar 5, 2022 |
| WILLIAMS WILLIAM L. III | Vice Chairman & EVP | BUY | $1M+ | 16K | $64.08 | Feb 11, 2022 |
| Losch William C III | CFO | BUY | $100K–$500K | 6K | $63.74 | Feb 11, 2022 |
| Bradford Tonya Williams | Director | BUY | $15K–$50K | 275 | $64.56 | Feb 11, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 178 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1.4M | $1M+ | SH |
| STATE STREET CORP | 1.3M | $1M+ | SH |
| NewEdge Wealth, LLC | 1.3M | $1M+ | SH |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.1M | $1M+ | SH |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 1.0M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 704K | $1M+ | SH |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 649K | $1M+ | SH |
| LOOMIS SAYLES & CO L P | 456K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 292K | $1M+ | SH |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 288K | $1M+ | SH |
| Motley Fool Wealth Management, LLC | 283K | $1M+ | SH |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 267K | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 247K | $1M+ | SH |
| FULLER & THALER ASSET MANAGEMENT, INC. | 224K | $1M+ | SH |
| FULLER & THALER ASSET MANAGEMENT, INC. | 224K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 218K | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 205K | $1M+ | SH |
| WHITTIER TRUST CO | 193K | $1M+ | SH |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 204K | $1M+ | SH |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 179K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Feb 5, 2026
14.4%
6.6M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G/A · Nov 14, 2024
14.3%
6.5M shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G/A · Feb 14, 2024
2.0%
884K shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G/A · Feb 14, 2024
14.3%
6.4M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
5.6%
2.5M shares
SC 13G/A · Jan 29, 2024
6.5%
2.9M shares
SC 13G/A · Feb 16, 2023
5.3%
2.3M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G/A · Feb 14, 2023
14.2%
6.2M shares
Ameriprise Financial, Inc. IRS No. 13-3180631
SC 13G · Feb 14, 2023
5.0%
2.2M shares
Capital Research Global Investors 95-1411037
SC 13G/A · Feb 13, 2023
0.0%
0 shares
SC 13G/A · Feb 10, 2023
15.4%
6.8M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G · Aug 10, 2022
14.0%
6.2M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Aug 10, 2022
0.0%
16K shares
SC 13G/A · Feb 24, 2022
4.7%
2.0M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Feb 14, 2022
12.4%
5.4M shares
Capital Research Global Investors 95-1411037
SC 13G/A · Feb 11, 2022
5.7%
2.4M shares
SC 13G/A · Feb 11, 2022
15.7%
6.8M shares