LOB (Live Oak Bancshares, Inc.)
Insider Trading Activity
Every open-market purchase and sale reported by LOB officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-03 | WILLIAM L. WILLIAMS III | Director | Sell | — | — |
| 2026-09-03 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-08-28 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-08-26 | William C Losch III | President | MIXED | — | — |
| 2026-08-21 | Michael Cairns | Chief Credit Officer | MIXED | — | — |
| 2026-08-21 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-08-19 | Matthew S Diffley | Chief Accounting Officer | A | — | — |
| 2026-08-19 | Walter J Phifer | Chief Financial Officer | MIXED | — | — |
| 2026-08-14 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-08-12 | Renato Derraik | Chief Info./Digital Off., Bank | MIXED | — | — |
| 2026-08-12 | William C Losch III | President | MIXED | — | — |
| 2026-08-05 | DAVID G LUCHT | Director | Sell | — | — |
| 2026-08-05 | Courtney Spencer | Chief Experience Officer | Sell | — | — |
| 2026-08-05 | WILLIAM L. WILLIAMS III | Director | Sell | — | — |
| 2026-07-29 | Mark Michael Moroz | Chief Banking Officer | Sell | — | — |
| 2026-07-29 | DAVID G LUCHT | Director | Sell | — | — |
| 2026-07-06 | WILLIAM L. WILLIAMS III | Director | Sell | — | — |
| 2026-06-25 | WILLIAM L. WILLIAMS III | Director | Sell | — | — |
| 2026-06-12 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-06-05 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-06-02 | Jeffrey W Lunsford | Director | M | — | — |
| 2026-05-29 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-05-26 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-05-21 | Tonya Williams Bradford | Director | A | — | — |
| 2026-05-21 | Jeffrey W Lunsford | Director | M | — | — |
| 2026-05-21 | Jeffrey W Lunsford | Director | A | — | — |
| 2026-05-21 | Mark Michael Moroz | Chief Banking Officer | MIXED | — | — |
| 2026-05-21 | William Henderson Cameron | Director | A | — | — |
| 2026-05-21 | Yousef A. Valine | Director | A | — | — |
| 2026-05-21 | Patrick Timothy McHenry | Director | A | — | — |
| 2026-05-21 | DAVID G LUCHT | Director | A | — | — |
| 2026-05-21 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-05-21 | Miltom Emmett Petty | Director | A | — | — |
| 2026-05-18 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-05-15 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-05-05 | Patrick Timothy McHenry | Director | M | — | — |
| 2026-05-05 | Yousef A. Valine | Director | M | — | — |
| 2026-05-05 | Sally S Davis | Director | M | — | — |
| 2026-05-05 | DAVID G LUCHT | Director | M | — | — |
| 2026-05-05 | Tonya Williams Bradford | Director | M | — | — |
| 2026-05-05 | William Henderson Cameron | Director | M | — | — |
| 2026-05-05 | Miltom Emmett Petty | Director | M | — | — |
| 2026-05-04 | Renato Derraik | Chief Info./Digital Off., Bank | Sell | — | — |
| 2026-03-13 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-03-06 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-03-04 | Walter J Phifer | Chief Financial Officer | Sell | — | — |
| 2026-03-04 | Gregory W Seward | General Counsel | Sell | — | — |
| 2026-02-27 | JAMES S MAHAN III | Chief Executive Officer | Sell | — | — |
| 2026-02-25 | Gregory W Seward | General Counsel | MIXED | — | — |
| 2026-02-25 | Mark Michael Moroz | Chief Banking Officer | MIXED | — | — |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| — | Chief Executive Officer | 3,032,547 | — |
| — | President | 720,641 | — |
| — | President, Live Oak Bank | 442,033 | — |
| — | Chief Credit Officer | 325,445 | — |
| — | Chief Financial Officer | 322,406 | — |
| — | President | 285,613 | — |
| — | Director | 248,590 | — |
| — | Director | 224,394 | — |
| — | Director | 198,300 | — |
| — | Director | 134,573 | — |
| — | Director | 130,839 | — |
| — | General Counsel | 113,797 | — |
| — | Director | 82,510 | — |
| — | President, Live Oak Bank | 80,000 | — |
| — | Director | 72,983 | — |
| — | Director | 66,935 | — |
| — | Chief Marketing & Comm Officer | 48,560 | — |
| — | Chief Strategy Officer | 42,784 | — |
| — | Chief Experience Officer | 30,536 | — |
| — | Chief Risk Off., Live Oak Bank | 30,350 | — |
| — | Chief Info./Digital Off., Bank | 29,243 | — |
| — | Chief Operating Officer | 20,000 | — |
| — | Chief Accounting Officer | 16,709 | — |
| — | Director | 13,623 | — |
| — | Director | 12,640 | — |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the LOB quote page; the site-wide leaderboard is on the insider transactions hub.