Live Oak Bancshares, Inc.
LOBFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Live Oak Bancshares, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 13 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 25, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| LOOMIS SAYLES & CO L P | 2026-03-31 | 728,129 | $24.1M | SEC filing |
| Bank of New York Mellon Corp | 2026-03-31 | 100,279 | $3.32M | SEC filing |
| ENVESTNET ASSET MANAGEMENT INC | 2026-03-31 | 239,324 | $7.91M | SEC filing |
| AQR CAPITAL MANAGEMENT LLC | 2026-03-31 | 100,615 | $3.33M | SEC filing |
| Pinnacle Wealth Planning Services, Inc. | 2026-03-31 | 58 | $1.92K | SEC filing |
| Squarepoint Ops LLC | 2026-03-31 | 34,791 | $1.15M | SEC filing |
| Smith Salley Wealth Management | 2026-03-31 | 8,954 | $296K | SEC filing |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 2026-03-31 | 132,818 | $4.39M | SEC filing |
| OPPENHEIMER ASSET MANAGEMENT INC. | 2026-03-31 | 48,466 | $1.6M | SEC filing |
| GHP Investment Advisors, Inc. | 2026-03-31 | 1 | $34 | SEC filing |
| DiNuzzo Private Wealth, Inc. | 2026-03-31 | 2 | $67 | SEC filing |
| Invesco Ltd. | 2026-03-31 | 65,281 | $2.16M | SEC filing |
| PARK AVENUE SECURITIES LLC | 2026-03-31 | 12,100 | Not shown | SEC filing |
| Abound Wealth Management | 2026-03-31 | 40 | $1.32K | SEC filing |
| Sanctuary Advisors, LLC | 2026-03-31 | 10,728 | $355K | SEC filing |
| Transamerica Financial Advisors, LLC | 2026-03-31 | 459 | $15.2K | SEC filing |
| SALEM INVESTMENT COUNSELORS INC | 2026-03-31 | 38,205 | $1.26M | SEC filing |
| Riggs Asset Managment Co. Inc. | 2026-03-31 | 71,794 | $2.37M | SEC filing |
| Blue Trust, Inc. | 2026-03-31 | 2,122 | $70.2K | SEC filing |
| Motley Fool Asset Management LLC | 2026-03-31 | 55,896 | $1.85M | SEC filing |
- Each value is checked against Live Oak Bancshares, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Live Oak Bancshares, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Live Oak Bancshares, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-04-30 · Derraik Renato: Larger than all 51 other insider sales of Voting Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-24 | WILLIAMS WILLIAM L. III · Director | Voting Common Stock | S — Open market or private sale | −8,400 | 40.05 | SEC filing |
| 2026-06-11 | MAHAN JAMES S III · Chief Executive Officer | Voting Common Stock | S — Open market or private sale | −10,000 | 38.19 | SEC filing |
| 2026-06-10 | MAHAN JAMES S III · Chief Executive Officer | Voting Common Stock | S — Open market or private sale | −9,085 | 38.68 | SEC filing |
| 2026-06-10 | MAHAN JAMES S III · Chief Executive Officer | Voting Common Stock | S — Open market or private sale | −915 | 39.20 | SEC filing |
| 2026-06-04 | MAHAN JAMES S III · Chief Executive Officer | Voting Common Stock | S — Open market or private sale | −79 | 37.65 | SEC filing |
| 2026-06-04 | MAHAN JAMES S III · Chief Executive Officer | Voting Common Stock | S — Open market or private sale | −9,921 | 37.26 | SEC filing |
| 2026-06-03 | MAHAN JAMES S III · Chief Executive Officer | Voting Common Stock | S — Open market or private sale | −637 | 37.14 | SEC filing |
| 2026-06-03 | MAHAN JAMES S III · Chief Executive Officer | Voting Common Stock | S — Open market or private sale | −9,363 | 36.42 | SEC filing |
Showing 8 of 15 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-20 | Moroz Mark Michael · Chief Banking Officer | Restricted Stock Units | M — Exercise or conversion of derivative security | −7,117 | SEC filing |
| 2026-05-20 | Moroz Mark Michael · Chief Banking Officer | Voting Common Stock | M — Exercise or conversion of derivative security | +7,117 | SEC filing |
| 2026-05-20 | Moroz Mark Michael · Chief Banking Officer | Voting Common Stock | F — Payment of exercise price or tax by delivering securities | −3,163 | SEC filing |
| 2026-05-19 | McHenry Patrick Timothy · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +2,486 | SEC filing |
| 2026-05-19 | Valine Yousef A. · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +2,486 | SEC filing |
| 2026-05-19 | LUCHT DAVID G · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +2,486 | SEC filing |
| 2026-05-19 | Petty Miltom Emmett · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +2,486 | SEC filing |
| 2026-05-19 | Bradford Tonya Williams · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +2,486 | SEC filing |
Showing 8 of 33 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.