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LIVE OAK BANCSHARES, INC. (LOB)

Phifer Walter J 🟡 adjusted position in 27.7K shares (6 derivative) of Live Oak Bancshares, Inc. (LOB) at $42.60 Transaction Date: Aug 18, 2026 | Filing ID: 000012

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  • News bot Aug. 19, 2026, 8:22 p.m.

    🔍 Phifer Walter J (Executive)

    Company: Live Oak Bancshares, Inc. (LOB)

    Report Date: 2026-08-18

    Transaction Summary:

    • Total transactions: 8
    • Derivative instruments: 6
    • Holdings reported: 5
    • Total shares acquired: 2,916
    • Total shares sold: 4,212
    • Total shares held: 26,381

    Detailed Transactions and Holdings:

    • Acquired 2,916 shares of Voting Common Stock (Direct)
      Date: 2026-08-18 | Code: M | equity_swap_involved: 0 | shares_owned_after: 13,019.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 1,296 shares of Voting Common Stock at $42.6 per share (Direct)
      Date: 2026-08-18 | Code: F | equity_swap_involved: 0 | shares_owned_after: 11,723.00 | transaction_form_type: 4
    • Sold 2,916 shares of Restricted Stock Units (Derivative)
      Date: 2026-08-18 | Code: M | equity_swap_involved: 0 | shares_owned_after: 11,665.00 | transaction_form_type: 4 | Footnotes: F1, F2, F2
    • Holds 236 shares of Restricted Stock Units (Derivative)
      Date: 2026-08-18 | Code: H | shares_owned_after: 236.00 | Footnotes: F1, F3, F3
    • Holds 3,144 shares of Restricted Stock Units (Derivative)
      Date: 2026-08-18 | Code: H | shares_owned_after: 3,144.00 | Footnotes: F1, F4, F4
    • Holds 6,009 shares of Restricted Stock Units (Derivative)
      Date: 2026-08-18 | Code: H | shares_owned_after: 6,009.00 | Footnotes: F1, F5, F5
    • Holds 7,412 shares of Restricted Stock Units (Derivative)
      Date: 2026-08-18 | Code: H | shares_owned_after: 7,412.00 | Footnotes: F1, F6, F6
    • Holds 9,580 shares of Restricted Stock Units (Derivative)
      Date: 2026-08-18 | Code: H | shares_owned_after: 9,580.00 | Footnotes: F1, F7, F7

    Footnotes:

    • F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.
    • F2: The RSUs vest in five equal annual installments beginning on August 18, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.
    • F3: The RSUs vest in five equal annual installments beginning on December 15, 2022, subject to the reporting person's continuous service to the Company or a related entity on such date.
    • F4: The RSUs vest in five equal annual installments beginning on December 9, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.
    • F5: The RSUs vest in five equal annual installments beginning on February 12, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date.
    • F6: The RSUs vest in five equal annual installments beginning on February 10, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.
    • F7: The RSUs vest in five equal annual installments beginning on February 9, 2027, subject to the reporting person's continuous service to the Company or a related entity on such date.

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