Live Oak Bancshares, Inc. LOB
We take great care to ensure that the data presented and summarized in this overview for Live Oak Bancshares, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding LOB
View all-
T. Rowe Price Investment Management, Inc. Baltimore, MD6.52MShares$203 Million0.14% of portfolio
-
Black Rock Inc. New York, NY2.76MShares$85.9 Million0.0% of portfolio
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Vanguard Group Inc Valley Forge, PA2.69MShares$83.7 Million0.0% of portfolio
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Barrow Hanley Mewhinney & Strauss LLC Dallas, TX1.78MShares$55.3 Million0.21% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.55MShares$48.1 Million0.01% of portfolio
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State Street Corp Boston, MA1.25MShares$38.8 Million0.0% of portfolio
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Southernsun Asset Management, LLC Memphis, TN894KShares$27.9 Million3.77% of portfolio
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Geode Capital Management, LLC Boston, MA826KShares$25.7 Million0.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN520KShares$16.2 Million0.0% of portfolio
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Nuveen Asset Management, LLC Chicago, IL375KShares$11.7 Million0.0% of portfolio
Latest Institutional Activity in LOB
Top Purchases
Top Sells
About LOB
Live Oak Bancshares, Inc. operates as the bank holding company for Live Oak Banking Company that provides various commercial banking products and services to individuals, small businesses, and professionals in North Carolina, the United States. The company accepts various deposit products, including noninterest-bearing demand, as well as interest-bearing checking, money market, savings, and time deposits. It also offers commercial and industrial loans; construction and development loans; owner occupied and non-owner occupied collateral commercial real estate loans; and commercial land loans. In addition, the company provides settlement, accounting, and securitization services for government guaranteed loans; wealth and investment management services to high-net-worth individuals and families; investment advisory services to a series of funds focused on providing venture capital to new and emerging financial technology companies; and an on-site restaurant location to company employees and business visitors. Live Oak Bancshares, Inc. was incorporated in 2008 and is headquartered in Wilmington, North Carolina.
Insider Transactions at LOB
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 10
2025
|
James S Mahan Iii Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
10,000
-0.16%
|
$340,000
$34.17 P/Share
|
|
Dec 09
2025
|
Michael Cairns Chief Credit Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
420
-4.3%
|
$13,860
$33.02 P/Share
|
|
Dec 09
2025
|
Michael Cairns Chief Credit Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
943
+8.81%
|
-
|
|
Dec 09
2025
|
Mark Michael Moroz Chief Banking Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,258
-12.41%
|
$41,514
$33.02 P/Share
|
|
Dec 09
2025
|
Mark Michael Moroz Chief Banking Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
2,829
+21.82%
|
-
|
|
Dec 09
2025
|
Walter J Phifer Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
729
-9.97%
|
$24,057
$33.02 P/Share
|
|
Dec 09
2025
|
Walter J Phifer Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
1,572
+17.69%
|
-
|
|
Dec 08
2025
|
Michael Cairns Chief Credit Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
421
-4.56%
|
$13,472
$32.95 P/Share
|
|
Dec 08
2025
|
Michael Cairns Chief Credit Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
946
+9.29%
|
-
|
|
Dec 05
2025
|
James S Mahan Iii Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
10,000
-0.32%
|
$320,000
$32.81 P/Share
|
|
Dec 03
2025
|
James S Mahan Iii Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
10,000
-0.16%
|
$330,000
$33.08 P/Share
|
|
Nov 28
2025
|
James S Mahan Iii Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
10,000
-0.32%
|
$320,000
$32.04 P/Share
|
|
Nov 28
2025
|
Gregory W Seward General Counsel |
SELL
Bona fide gift
|
Direct |
150
-0.14%
|
-
|
|
Nov 26
2025
|
James S Mahan Iii Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
10,000
-0.32%
|
$320,000
$32.17 P/Share
|
|
Nov 26
2025
|
Gregory W Seward General Counsel |
SELL
Bona fide gift
|
Direct |
100
-0.09%
|
-
|
|
Nov 20
2025
|
Tonya Williams Bradford Director |
BUY
Open market or private purchase
|
Direct |
1,000
+12.99%
|
$30,000
$30.24 P/Share
|
|
Nov 19
2025
|
Gregory W Seward General Counsel |
SELL
Open market or private sale
|
Direct |
1,200
-1.12%
|
$36,000
$30.2 P/Share
|
|
Nov 19
2025
|
Gregory W Seward General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
1,500
+1.38%
|
$21,000
$14.55 P/Share
|
|
Nov 18
2025
|
Gregory W Seward General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
3,051
-2.8%
|
$91,530
$30.04 P/Share
|
|
Nov 18
2025
|
Gregory W Seward General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
12,000
+9.93%
|
$168,000
$14.55 P/Share
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 276K shares |
|---|---|
| Open market or private purchase | 15K shares |
| Payment of exercise price or tax liability | 109K shares |
|---|---|
| Bona fide gift | 75.3K shares |
| Open market or private sale | 53.7K shares |