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.

Latest filingSep 03, 2026Most recent Form 4
Total buying$00 buys
Total selling$208M8 sells
Net open-market-$208M6 insiders
Open-market mix
Buy vs sell distribution by transaction count
8 transactions
0 buys0%·100%8 sells

Insider activity report

Monthly open-market purchase and sale counts
Buys Sells
530-3-5transactionsAug 2026 sells: 5 transactions · $161M5AugSep 2026 sells: 3 transactions · $46.7M3Sep

Transaction codes

By Form 4 transaction code in selected period
18transactions
  • 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 roles
18transactions
  • 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
7distinct insiders in 2 months

Reported Holdings After

Separated by insider, security, and ownership type
Mahan James S IiiVoting Common Stock · Indirect · By James S. Mahan Revocable Trust
2.8M2.8MAug 19, 2026 · 2,819,842 shares owned afterAug 19, 2026 · 2,817,844 shares owned afterAug 20, 2026 · 2,807,844 shares owned afterAug 26, 2026 · 2,797,844 shares owned afterAug 27, 2026 · 2,787,844 shares owned afterSep 02, 2026 · 2,777,844 shares owned afterSep 02, 2026 · 2,778,102 shares owned afterAug 19, 2026Sep 02, 2026
2,778,102Sep 02, 2026
Phifer Walter JVoting Common Stock · Direct
13.0k11.7kAug 18, 2026 · 11,723 shares owned afterAug 18, 2026 · 13,019 shares owned afterAug 18, 2026Aug 18, 2026
13,019Aug 18, 2026
Cairns MichaelVoting Common Stock · Direct
12.6k11.5kAug 19, 2026 · 11,528 shares owned afterAug 19, 2026 · 12,604 shares owned afterAug 19, 2026Aug 19, 2026
12,604Aug 19, 2026
Losch William C IIIVoting Common Stock · Direct
285.6k263.4kAug 25, 2026 · 263,392 shares owned afterAug 25, 2026 · 285,613 shares owned afterAug 25, 2026Aug 25, 2026
285,613Aug 25, 2026
Diffley Matthew SRestricted Stock Units · Direct
4.6k4.6kAug 17, 2026 · 4,620 shares owned afterAug 17, 2026Aug 17, 2026
4,620Aug 17, 2026
Phifer Walter JRestricted Stock Units · Direct
11.7k11.7kAug 18, 2026 · 11,665 shares owned afterAug 18, 2026Aug 18, 2026
11,665Aug 18, 2026
Cairns MichaelRestricted Stock Units · Direct
7.3k7.3kAug 19, 2026 · 7,260 shares owned afterAug 19, 2026Aug 19, 2026
7,260Aug 19, 2026
Losch William C IIIRestricted Stock Units · Direct
100.0k100.0kAug 25, 2026 · 100,000 shares owned afterAug 25, 2026Aug 25, 2026
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 red
0 active days
Aug 04Sep 04
LessMore

Filing detail checks

Secondary metrics for the selected period
Largest buy-
Largest sale$40.5M
10b5-1 detected8
Amended rows0

LOB transaction history

Filters apply within this company and selected period by default
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TickerInsiderRoleTypeSharesValueCodeSignals90d returnFiledTrans date

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Live Oak Bancshares, Inc. Insider Activity FAQ

SEC Form 4 context

Who 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.