LOB · Insider Trading
Live Oak Bancshares, Inc.
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.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-11 | James S Mahan III | Chief Executive Officer | Sell | −20,000 | −$773.80K |
| 2026-09-08 | William L. Williams III | Director | Sell | −6,590 | −$264.22K |
| 2026-09-08 | Tonya Williams Bradford | Director | Sell | −1,600 | −$63.82K |
| 2026-09-08 | James S Mahan III | Chief Executive Officer | Sell | −10,000 | −$397.47K |
| 2026-09-03 | William L. Williams III | Director | Sell | −1,810 | −$72.40K |
| 2026-09-03 | James S Mahan III | Chief Executive Officer | Sell | −10,000 | −$395.41K |
| 2026-08-28 | James S Mahan III | Chief Executive Officer | Sell | −20,000 | −$796.47K |
| 2026-08-26 | William C Losch III | President | MIXED | +27,779 | −$888.62K |
| 2026-08-21 | Michael Cairns | Chief Credit Officer | MIXED | +1,344 | −$44.00K |
| 2026-08-21 | James S Mahan III | Chief Executive Officer | Sell | −20,000 | −$817.60K |
| 2026-08-19 | Matthew S Diffley | Chief Accounting Officer | A | +4,620 deriv. | — |
| 2026-08-19 | Walter J Phifer | Chief Financial Officer | MIXED | +1,620 | −$55.21K |
| 2026-08-14 | James S Mahan III | Chief Executive Officer | Sell | −20,000 | −$858.45K |
| 2026-08-12 | Renato Derraik | Chief Info./Digital Off., Bank | MIXED | +13,889 | −$469.22K |
| 2026-08-12 | William C Losch III | President | MIXED | +23,335 | −$788.22K |
| 2026-08-05 | David G Lucht | Director | Sell | −2,000 | −$88.72K |
| 2026-08-05 | Courtney Spencer | Chief Experience Officer | Sell | −153 | −$6.72K |
| 2026-08-05 | William L. Williams III | Director | Sell | −8,400 | −$361.87K |
| 2026-07-29 | Mark Michael Moroz | Chief Banking Officer | Sell | −6,100 | −$256.67K |
| 2026-07-29 | David G Lucht | Director | Sell | −3,000 | −$126.40K |
| 2026-07-06 | William L. Williams III | Director | Sell | −8,400 | −$349.51K |
| 2026-06-25 | William L. Williams III | Director | Sell | −8,400 | −$336.45K |
| 2026-06-12 | James S Mahan III | Chief Executive Officer | Sell | −20,000 | −$769.17K |
| 2026-06-05 | James S Mahan III | Chief Executive Officer | Sell | −20,000 | −$737.30K |
| 2026-06-02 | Jeffrey W Lunsford | Director | M | +1,890 | — |
| 2026-05-29 | James S Mahan III | Chief Executive Officer | Sell | −20,000 | −$748.99K |
| 2026-05-26 | James S Mahan III | Chief Executive Officer | Sell | −10,000 | −$370.92K |
| 2026-05-21 | Tonya Williams Bradford | Director | A | — | — |
| 2026-05-21 | Jeffrey W Lunsford | Director | M | +1,890 | — |
| 2026-05-21 | Jeffrey W Lunsford | Director | A | — | — |
| 2026-05-21 | Mark Michael Moroz | Chief Banking Officer | MIXED | +3,954 | −$114.50K |
| 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 | −10,000 | −$368.37K |
| 2026-05-21 | Miltom Emmett Petty | Director | A | — | — |
| 2026-05-18 | James S Mahan III | Chief Executive Officer | Sell | −10,000 | −$362.26K |
| 2026-05-15 | James S Mahan III | Chief Executive Officer | Sell | −10,000 | −$359.62K |
| 2026-05-05 | Patrick Timothy McHenry | Director | M | +3,080 | — |
| 2026-05-05 | Yousef A. Valine | Director | M | +2,946 | — |
| 2026-05-05 | Sally S Davis | Director | M | +1,890 | — |
| 2026-05-05 | David G Lucht | Director | M | +2,946 | — |
| 2026-05-05 | Tonya Williams Bradford | Director | M | +2,946 | — |
| 2026-05-05 | William Henderson Cameron | Director | M | +2,946 | — |
| 2026-05-05 | Miltom Emmett Petty | Director | M | +2,946 | — |
| 2026-05-04 | Renato Derraik | Chief Info./Digital Off., Bank | Sell | −75,000 | −$2.84M |
| 2026-03-13 | James S Mahan III | Chief Executive Officer | Sell | −20,000 | −$653.32K |
| 2026-03-06 | James S Mahan III | Chief Executive Officer | Sell | −20,000 | −$721.19K |
| 2026-03-04 | Walter J Phifer | Chief Financial Officer | Sell | −4,712 | −$172.38K |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| James S Mahan III | Chief Executive Officer | 2,747,844 | $99.02M |
| William C Losch III | President | 285,613 | $10.29M |
| William Henderson Cameron | Director | 224,394 | $8.09M |
| Glen F. Hoffsis | Director | 134,573 | $4.85M |
| Miltom Emmett Petty | Director | 130,839 | $4.71M |
| Gregory W Seward | General Counsel | 113,797 | $4.10M |
| Diane Beth Glossman | Director | 72,983 | $2.63M |
| William L. Williams III | Director | 66,935 | $2.41M |
| Micah S Davis | Chief Marketing & Comm Officer | 48,560 | $1.75M |
| Stephanie Mann | Chief Strategy Officer | 42,784 | $1.54M |
| Courtney Spencer | Chief Experience Officer | 30,536 | $1.10M |
| Renato Derraik | Chief Info./Digital Off., Bank | 29,243 | $1.05M |
| John W. Sutherland | Chief Accounting Officer | 16,709 | $602.11K |
| David G Lucht | Director | 13,623 | $490.90K |
| Jeffrey W Lunsford | Director | 12,640 | $455.48K |
| Michael Cairns | Chief Credit Officer | 12,604 | $454.19K |
| Mark Michael Moroz | Chief Banking Officer | 12,110 | $436.38K |
| Yousef A. Valine | Director | 11,901 | $428.85K |
| Walter J Phifer | Chief Financial Officer | 11,723 | $422.44K |
| Tonya Williams Bradford | Director | 8,043 | $289.83K |
| Patrick Timothy McHenry | Director | 3,080 | $110.99K |
| Ewa Maria Stasiowska | Chief Risk Officer | 2,595 | $93.52K |
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.
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.