| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David G Lucht | Chief Lending Officer | 15,677 | 0 | 30 Oct, 2025 |
| Neil Lawrence Underwood | President | 0 | 1,433,046 | 04 Feb, 2022 |
| William Henderson Cameron | - | 0 | 202,217 | 31 Oct, 2024 |
| William C Iii Losch | President | 212,278 | 0 | 19 Feb, 2026 |
| Yousef A. Valine | - | 7,455 | 0 | 05 May, 2025 |
| Diane Beth Glossman | - | 72,983 | 0 | 05 May, 2025 |
| John W. Sutherland | Chief Accounting Officer | 16,622 | 0 | 25 Feb, 2026 |
| William L. Iii Williams | Vice Chairman Evp | 54,975 | 824,201 | 11 Feb, 2022 |
| Miltom Emmett Petty | - | 127,893 | 0 | 05 May, 2025 |
| Glen F. Hoffsis | - | 134,573 | 0 | 05 May, 2025 |
| Steve Smits | Chief Credit Officer | 166,967 | 0 | 12 Nov, 2021 |
| Gregory W Seward | General Counsel | 113,797 | 0 | 04 Mar, 2026 |
| Susan N Janson | Chief Risk Off., Live Oak Bank | 30,350 | 0 | 24 Feb, 2022 |
| Huntley Garriott | President, Live Oak Bank | 442,033 | 0 | 24 Feb, 2023 |
| Tonya Williams Bradford | - | 6,697 | 0 | 24 Nov, 2025 |
| Renato Derraik | Chief Info./Digital Off., Bank | 79,243 | 0 | 19 Feb, 2026 |
| Courtney Spencer | Chief Experience Officer | 30,536 | 0 | 25 Feb, 2026 |
| Stephanie Mann | Chief Strategy Officer | 42,195 | 0 | 25 Feb, 2025 |
| Casey S Crawford | - | 1,227 | 0 | 23 Aug, 2023 |
| Micah S Davis | Chief Marketing Comm Officer | 48,115 | 0 | 25 Feb, 2025 |
| Walter J Phifer | Chief Financial Officer | 10,103 | 0 | 04 Mar, 2026 |
| Michael Cairns | Chief Credit Officer | 10,184 | 0 | 25 Feb, 2026 |
| Mark Michael Moroz | Chief Banking Officer | 14,256 | 0 | 25 Feb, 2026 |
| Ewa Maria Stasiowska | Chief Risk Officer | 2,595 | 0 | 28 Jan, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 02 Mar, 2026 | Walter J Phifer | Voting Common Stock | D | 4,712 | $36.58 | 10,103 | D | S |
| 02 Mar, 2026 | Gregory W Seward | Voting Common Stock | D | 3,000 | $36.70 | 113,797 | D | S |
| 02 Mar, 2026 | Gregory W Seward | Voting Common Stock | D | 3,000 | $36.70 | 113,797 | D | S |
| 02 Mar, 2026 | Walter J Phifer | Voting Common Stock | D | 4,712 | $36.58 | 10,103 | D | S |
| 23 Feb, 2026 | Gregory W Seward | Voting Common Stock | A | 1,000 | - | 117,242 | D | M |
| 23 Feb, 2026 | Walter J Phifer | Voting Common Stock | A | 69 | - | 14,847 | D | M |
| 23 Feb, 2026 | Mark Michael Moroz | Voting Common Stock | A | 4,000 | - | 16,034 | D | M |
| 23 Feb, 2026 | John W. Sutherland | Voting Common Stock | A | 178 | - | 16,709 | D | M |
| 23 Feb, 2026 | Michael Cairns | Voting Common Stock | A | 145 | - | 10,257 | D | M |
| 23 Feb, 2026 | Courtney Spencer | Voting Common Stock | A | 2,000 | - | 31,425 | D | M |
| 23 Feb, 2026 | Mark Michael Moroz | Voting Common Stock | A | 4,000 | - | 16,034 | D | M |
| 23 Feb, 2026 | Gregory W Seward | Voting Common Stock | A | 1,000 | - | 117,242 | D | M |
| 23 Feb, 2026 | John W. Sutherland | Voting Common Stock | A | 178 | - | 16,709 | D | M |
| 23 Feb, 2026 | Walter J Phifer | Voting Common Stock | A | 69 | - | 14,847 | D | M |
| 23 Feb, 2026 | Courtney Spencer | Voting Common Stock | A | 2,000 | - | 31,425 | D | M |
| 23 Feb, 2026 | Courtney Spencer | Voting Common Stock | D | 889 | $38.30 | 30,536 | D | F |
| 23 Feb, 2026 | Mark Michael Moroz | Voting Common Stock | D | 1,778 | $38.30 | 14,256 | D | F |
| 23 Feb, 2026 | Mark Michael Moroz | Voting Common Stock | D | 1,778 | $38.30 | 14,256 | D | F |
| 23 Feb, 2026 | Walter J Phifer | Voting Common Stock | D | 32 | $38.30 | 14,815 | D | F |
| 23 Feb, 2026 | Gregory W Seward | Voting Common Stock | D | 445 | $38.30 | 116,797 | D | F |