Through the 90-day period concluding February 19, 2026, Live Oak Bancshares's top three insider stakeholders include Chief Executive Officer James S Iii Mahan (3.03Mn shares), President Neil Lawrence Underwood (1.38Mn shares), President And Live Oak Bank Huntley Garriott (442.03K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| James S Iii Mahan | Chief Executive Officer | 3,027,844 | 13 Feb, 2026 |
| 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 C Iii Losch | President | 211,576 | 17 Feb, 2026 |
| William L. Iii Williams | Vice Chairman & Evp | 192,000 | 11 Feb, 2022 |
| Glen F. Hoffsis | 134,573 | 05 May, 2025 | |
| Miltom Emmett Petty | 127,893 | 05 May, 2025 | |
| Gregory W Seward | General Counsel | 114,926 | 17 Feb, 2026 |
| Renato Derraik | Chief Info./Digital Off. And Bank | 78,366 | 17 Feb, 2026 |
| Diane Beth Glossman | 72,983 | 05 May, 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 | 28,547 | 17 Feb, 2026 |
| John W. Sutherland | Chief Accounting Officer | 16,373 | 17 Feb, 2026 |
| David G Lucht | 15,677 | 30 Oct, 2025 | |
| Walter J Phifer | Chief Financial Officer | 14,778 | 17 Feb, 2026 |
| Mark Michael Moroz | Chief Banking Officer | 11,157 | 17 Feb, 2026 |
| Michael Cairns | Chief Credit Officer | 10,112 | 11 Feb, 2026 |
| Yousef A. Valine | 7,455 | 05 May, 2025 | |
| Tonya Williams Bradford | 6,697 | 24 Nov, 2025 | |
| Ewa Maria Stasiowska | Chief Risk Officer | 2,595 | 28 Jan, 2026 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Feb, 2026 | William C Iii Losch | Voting Common Stock | D | 7,965 | $40.54 | 211,576 | D | F |
| 13 Feb, 2026 | William C Iii Losch | Voting Common Stock | A | 17,923 | - | 219,541 | D | M |
| 13 Feb, 2026 | John W. Sutherland | Voting Common Stock | D | 354 | $40.54 | 16,373 | D | F |
| 13 Feb, 2026 | John W. Sutherland | Voting Common Stock | A | 711 | - | 16,727 | D | M |
| 13 Feb, 2026 | Gregory W Seward | Voting Common Stock | D | 5,310 | $40.54 | 114,926 | D | F |
| 13 Feb, 2026 | Gregory W Seward | Voting Common Stock | A | 11,948 | - | 120,236 | D | M |
| 13 Feb, 2026 | Renato Derraik | Voting Common Stock | D | 7,965 | $40.54 | 78,366 | D | F |
| 13 Feb, 2026 | Renato Derraik | Voting Common Stock | A | 17,923 | - | 86,331 | D | M |
| 13 Feb, 2026 | Courtney Spencer | Voting Common Stock | A | 2,845 | - | 29,811 | D | M |
| 13 Feb, 2026 | Courtney Spencer | Voting Common Stock | D | 1,264 | $40.54 | 28,547 | D | F |
| 12 Feb, 2026 | James S Iii Mahan | Voting Common Stock | D | 9,265 | $40.05 | 3,028,579 | I | S |
| 12 Feb, 2026 | James S Iii Mahan | Voting Common Stock | D | 735 | $40.92 | 3,027,844 | I | S |
| 12 Feb, 2026 | William C Iii Losch | Voting Common Stock | D | 4,896 | $40.22 | 201,618 | D | F |
| 12 Feb, 2026 | William C Iii Losch | Voting Common Stock | A | 11,016 | - | 206,514 | D | M |
| 12 Feb, 2026 | John W. Sutherland | Voting Common Stock | D | 436 | $40.22 | 16,016 | D | F |
| 12 Feb, 2026 | John W. Sutherland | Voting Common Stock | A | 876 | - | 16,452 | D | M |
| 12 Feb, 2026 | Gregory W Seward | Voting Common Stock | D | 1,272 | $40.22 | 108,288 | D | F |
| 12 Feb, 2026 | Gregory W Seward | Voting Common Stock | A | 2,754 | - | 109,560 | D | M |
| 12 Feb, 2026 | Renato Derraik | Voting Common Stock | A | 4,256 | - | 70,300 | D | M |
| 12 Feb, 2026 | Renato Derraik | Voting Common Stock | D | 1,892 | $40.22 | 68,408 | D | F |