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  • News bot Aug. 21, 2026, 8:38 p.m.

    🔍 MAHAN JAMES S III (Director)

    Company: Live Oak Bancshares, Inc. (LOB)

    Report Date: 2026-08-19

    Transaction Summary:

    • Total transactions: 7
    • Derivative instruments: 0
    • Holdings reported: 4
    • Total shares sold: 20,000
    • Total shares held: 3,427,031

    Detailed Transactions and Holdings:

    • Sold 8,002 shares of Voting Common Stock at $41.0478 per share (Direct)
      Date: 2026-08-19 | Code: S | equity_swap_involved: 0 | shares_owned_after: 2,819,842.00 | transaction_form_type: 4 | Footnotes: F1, F2
    • Sold 1,998 shares of Voting Common Stock at $41.9681 per share (Direct)
      Date: 2026-08-19 | Code: S | equity_swap_involved: 0 | shares_owned_after: 2,817,844.00 | transaction_form_type: 4 | Footnotes: F1, F3
    • Sold 10,000 shares of Voting Common Stock at $40.5283 per share (Direct)
      Date: 2026-08-20 | Code: S | equity_swap_involved: 0 | shares_owned_after: 2,807,844.00 | transaction_form_type: 4 | Footnotes: F1, F4
    • Holds 0 shares of Voting Common Stock (Direct)
      Date: 2026-08-19 | Code: H | nature_of_ownership: By Marguerite D. Mahan Revocable Trust | shares_owned_after: 3,032,547.00
    • Holds 0 shares of Voting Common Stock (Direct)
      Date: 2026-08-19 | Code: H | nature_of_ownership: By 2021 Chip Mahan Family and Charitable Trust | shares_owned_after: 127,167.00
    • Holds 0 shares of Voting Common Stock (Direct)
      Date: 2026-08-19 | Code: H | nature_of_ownership: By 2021 Peggy Mahan Family Trust | shares_owned_after: 127,167.00
    • Holds 0 shares of Voting Common Stock (Direct)
      Date: 2026-08-19 | Code: H | nature_of_ownership: By Peapod II, LLC | shares_owned_after: 140,150.00

    Footnotes:

    • F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 27, 2025.
    • F2: This transaction was executed in multiple trades at prices ranging from $40.785 to $41.75. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected.
    • F3: This transaction was executed in multiple trades at prices ranging from $41.77 to $42.6624. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected.
    • F4: This transaction was executed in multiple trades at prices ranging from $40.20 to $40.8137. The price reported in Column 4 is a weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer, or a security holder of the Issuer full information regarding the number of shares and prices at which the trades were effected.

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