Latest filingSep 03, 2026Most recent Form 4
LOB
Live Oak Bancshares, Inc.
NYSEFinancialsState Commercial Banks
Insider activity for last month from 08/04 to 09/04. Counts use processed Form 4 rows. Purchase and sale metrics use codes P and S; totals remain unknown when any matching value is missing. Rows without a usable transaction date cannot be assigned to a rolling period and are excluded.
Total buying$00 buys
Total selling$208M8 sells
Net open-market-$208M6 insiders
Open-market mix
Buy vs sell distribution by transaction countInsider activity report
Monthly open-market purchase and sale counts Buys Sells
Transaction codes
By Form 4 transaction code in selected period18transactions
- S · Open-market sells · dominant8 · 44%
- M · Option exercise6 · 33%
- F · Tax withholding3 · 17%
- A · Grants / awards1 · 6%
Activity by reported role
A joint filing can contribute to multiple roles18transactions
- Chief executive officer · dominant7 · 39%
- CCO3 · 17%
- Chief financial officer3 · 17%
- PRES3 · 17%
- CAO1 · 6%
- Director1 · 6%
Distinct insiders active
Reporting-owner CIKs by month · peak Aug 2026 (5)Aug 2026Sep 2026
Reported Holdings After
Separated by insider, security, and ownership typeMahan James S IiiVoting Common Stock · Indirect · By James S. Mahan Revocable Trust
2,778,102Sep 02, 2026
Phifer Walter JVoting Common Stock · Direct
13,019Aug 18, 2026
Cairns MichaelVoting Common Stock · Direct
12,604Aug 19, 2026
Losch William C IIIVoting Common Stock · Direct
285,613Aug 25, 2026
Diffley Matthew SRestricted Stock Units · Direct
4,620Aug 17, 2026
Phifer Walter JRestricted Stock Units · Direct
11,665Aug 18, 2026
Cairns MichaelRestricted Stock Units · Direct
7,260Aug 19, 2026
Losch William C IIIRestricted Stock Units · Direct
100,000Aug 25, 2026
These are reported post-transaction holdings, not company-wide ownership percentages. Securities, indirect vehicles, and amendments are kept separate.
Filing activity heatmap
Each cell is one day · intensity = transactions · buys green, sells redAug 04 → Sep 04
LessMore
Top insiders
By absolute net value across the selected period- MI-$1.2M
- WI-$72.4k
Filing detail checks
Secondary metrics for the selected periodFiling-only signals
Deterministic matches in the selected period
LOB transaction history
Filters apply within this company and selected period by default| Ticker | Insider | Role | Type | Shares | Value | Code | Signals | 90d return | Filed | Trans date |
|---|---|---|---|---|---|---|---|---|---|---|
| LOB | WILLIAMS WILLIAM L. III | DIR | sale10b5-1 | 1.81k | -$7.24M | S | — | 0.0% | 09/03 | 09/02 |
| LOB | MAHAN JAMES S III | CEO | sale10b5-1 | 258 | -$1.02M | S | — | 0.0% | 09/03 | 09/02 |
| LOB | MAHAN JAMES S III | CEO | sale10b5-1 | 9.74k | -$38.5M | S | — | 0.0% | 09/03 | 09/02 |
| LOB | MAHAN JAMES S III | CEO | sale10b5-1 | 10.0k | -$40.5M | S | −2.1% | 08/21 | 08/20 | |
| LOB | MAHAN JAMES S III | CEO | sale10b5-1 | 1.99k | -$8.38M | S | −2.1% | 08/21 | 08/19 | |
| LOB | MAHAN JAMES S III | CEO | sale10b5-1 | 8.00k | -$32.8M | S | −2.1% | 08/21 | 08/19 |
Live Oak Bancshares, Inc. Insider Activity FAQ
SEC Form 4 contextWho recently reported transactions at Live Oak Bancshares, Inc.?
WILLIAMS WILLIAM L. III, MAHAN JAMES S III, Losch William C III, Cairns Michael, Phifer Walter J, Diffley Matthew S.
When was the latest reported open-market purchase?
No code-P purchase is available for this period.
When was the latest reported open-market sale?
Williams William L. Iii reported a sale on Sep 02, 2026 valued at $7.24M. Read the SEC filing.
What is the recent purchase and sale balance?
Net open-market selling in the selected period was $2,081,880.27. Sales can occur for many non-investment reasons.
Where can I see the original SEC filing?
Every transaction row and latest-activity fact links to its original SEC filing.
What do these Form 4 transaction codes mean?
P and S generally describe open-market or private purchases and sales. A, D, F, M, X, G, J, and V describe awards, issuer dispositions, tax withholding, exercises, gifts, other transactions, and voluntary early reports; review each filing and its footnotes for context.