Over the 90-day window ending December 31, 2025, Live Oak Bancshares's three dominant insider ownership positions are held by Chief Executive Officer James S Iii Mahan (3.07Mn shares), General Counsel Gregory W Seward (105.88K shares), Director David G Lucht (15.68K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| James S Iii Mahan | Chief Executive Officer | 3,067,844 | 23 Dec, 2025 |
| Neil Lawrence Underwood | President | 1,383,046 | 17 Dec, 2021 |
| Huntley Garriott | President And Live Oak Bank | 442,033 | 24 Feb, 2023 |
| S. Brett Caines | Chief Financial Officer | 322,406 | 08 Apr, 2021 |
| Steve Smits | Chief Credit Officer | 317,099 | 12 Nov, 2021 |
| William Henderson Cameron | 219,121 | 08 May, 2025 | |
| William L. Iii Williams | Vice Chairman & Evp | 192,000 | 11 Feb, 2022 |
| William C Iii Losch | President | 190,573 | 27 Aug, 2025 |
| Glen F. Hoffsis | 134,573 | 05 May, 2025 | |
| Miltom Emmett Petty | 127,893 | 05 May, 2025 | |
| Gregory W Seward | General Counsel | 105,876 | 01 Dec, 2025 |
| Diane Beth Glossman | 72,983 | 05 May, 2025 | |
| Renato Derraik | Chief Info./Digital Off. And Bank | 64,424 | 13 Aug, 2025 |
| Micah S Davis | Chief Marketing & Comm Officer | 48,115 | 25 Feb, 2025 |
| Stephanie Mann | Chief Strategy Officer | 42,195 | 25 Feb, 2025 |
| Susan N Janson | Chief Risk Off. And Live Oak Bank | 30,350 | 24 Feb, 2022 |
| Courtney Spencer | Chief Experience Officer | 20,860 | 25 Feb, 2025 |
| David G Lucht | 15,677 | 30 Oct, 2025 | |
| John W. Sutherland | Chief Accounting Officer | 15,290 | 30 Jun, 2025 |
| Michael Cairns | Chief Credit Officer | 9,468 | 17 Dec, 2025 |
| Mark Michael Moroz | Chief Banking Officer | 8,878 | 10 Dec, 2025 |
| Yousef A. Valine | 7,455 | 05 May, 2025 | |
| Walter J Phifer | Chief Financial Officer | 6,712 | 17 Dec, 2025 |
| Tonya Williams Bradford | 6,697 | 24 Nov, 2025 | |
| Casey S Crawford | 1,227 | 23 Aug, 2023 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 19 Dec, 2025 | James S Iii Mahan | Voting Common Stock | D | 10,000 | $36.17 | 3,067,844 | I | S |
| 17 Dec, 2025 | James S Iii Mahan | Voting Common Stock | D | 10,000 | $35.97 | 3,077,844 | I | S |
| 15 Dec, 2025 | Michael Cairns | Voting Common Stock | A | 235 | - | 9,573 | D | M |
| 15 Dec, 2025 | Walter J Phifer | Voting Common Stock | A | 235 | - | 6,821 | D | M |
| 15 Dec, 2025 | Michael Cairns | Voting Common Stock | D | 105 | $35.31 | 9,468 | D | F |
| 15 Dec, 2025 | Walter J Phifer | Voting Common Stock | D | 109 | $35.31 | 6,712 | D | F |
| 12 Dec, 2025 | James S Iii Mahan | Voting Common Stock | D | 10,000 | $35.13 | 3,087,844 | I | S |
| 10 Dec, 2025 | James S Iii Mahan | Voting Common Stock | D | 3,505 | $33.65 | 3,104,339 | I | S |
| 10 Dec, 2025 | James S Iii Mahan | Voting Common Stock | D | 6,495 | $34.69 | 3,097,844 | I | S |
| 09 Dec, 2025 | Mark Michael Moroz | Voting Common Stock | A | 2,829 | - | 10,136 | D | M |
| 09 Dec, 2025 | Walter J Phifer | Voting Common Stock | A | 1,572 | - | 7,315 | D | M |
| 09 Dec, 2025 | Mark Michael Moroz | Voting Common Stock | D | 1,258 | $33.02 | 8,878 | D | F |
| 09 Dec, 2025 | Walter J Phifer | Voting Common Stock | D | 729 | $33.02 | 6,586 | D | F |
| 08 Dec, 2025 | Michael Cairns | Voting Common Stock | A | 946 | - | 9,236 | D | M |
| 08 Dec, 2025 | Michael Cairns | Voting Common Stock | D | 421 | $32.95 | 8,815 | D | F |
| 09 Dec, 2025 | Michael Cairns | Voting Common Stock | A | 943 | - | 9,758 | D | M |
| 09 Dec, 2025 | Michael Cairns | Voting Common Stock | D | 420 | $33.02 | 9,338 | D | F |
| 05 Dec, 2025 | James S Iii Mahan | Voting Common Stock | D | 10,000 | $32.81 | 3,107,844 | I | S |
| 03 Dec, 2025 | James S Iii Mahan | Voting Common Stock | D | 6,082 | $32.92 | 3,121,762 | I | S |
| 03 Dec, 2025 | James S Iii Mahan | Voting Common Stock | D | 3,918 | $33.24 | 3,117,844 | I | S |