James S. Mahan III

Insider Reports History

Reporting-owner location: Atlanta, GA
Latest reporting-owner signature: /s/ Jonathan A. Greene, By Power of Attorney
Source: Latest parsed Forms 3/4/5 signature
Transaction source note: Rows are grouped by transaction date from the original SEC filing. Open the aggregated insider activity page to review issuer-level activity across dates.

Reported holdings for James S. Mahan III

Form 4 holding Chief Executive Officer, Director, 10%+ Owner

Live Oak Bancshares, Inc.

Security class: Voting Common Stock
Shares / value: 3,032,547
Estimated value: $123,849,219
Report date: 19 Aug 2026
Price: $40.84
Ownership: By Marguerite D. Mahan Revocable Trust

Form 4 holding Chief Executive Officer, Director, 10%+ Owner

Live Oak Bancshares, Inc.

Security class: Voting Common Stock
Shares / value: 2,807,844
Estimated value: $113,797,143
Report date: 20 Aug 2026
Price: $40.53
Ownership: By James S. Mahan Revocable Trust

Form 4 holding Chief Executive Officer, Director, 10%+ Owner

Live Oak Bancshares, Inc.

Security class: Voting Common Stock
Shares / value: 140,150
Estimated value: $5,723,726
Report date: 19 Aug 2026
Price: $40.84
Ownership: By Peapod II, LLC

Form 4 holding Chief Executive Officer, Director, 10%+ Owner

Live Oak Bancshares, Inc.

Security class: Voting Common Stock
Shares / value: 127,167
Estimated value: $5,193,500
Report date: 19 Aug 2026
Price: $40.84
Ownership: By 2021 Chip Mahan Family and Charitable Trust

Form 4 holding Chief Executive Officer, Director, 10%+ Owner

Live Oak Bancshares, Inc.

Security class: Voting Common Stock
Shares / value: 127,167
Estimated value: $5,193,500
Report date: 19 Aug 2026
Price: $40.84
Ownership: By 2021 Peggy Mahan Family Trust

Insider Reports Filed by James S. Mahan III

4 LOB

Live Oak Bancshares, Inc.

Report period: 19 Aug 2026
Transactions: 3
Transaction value: -$817,600
Accepted by SEC: 21 Aug 2026, 16:37
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 12 Aug 2026
Transactions: 2
Transaction value: -$858,448
Accepted by SEC: 14 Aug 2026, 16:18
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 10 Jun 2026
Transactions: 3
Transaction value: -$769,173
Accepted by SEC: 12 Jun 2026, 16:58
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 03 Jun 2026
Transactions: 4
Transaction value: -$737,303
Accepted by SEC: 05 Jun 2026, 17:09
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 27 May 2026
Transactions: 2
Transaction value: -$748,994
Accepted by SEC: 29 May 2026, 16:52
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 21 May 2026
Transactions: 2
Transaction value: -$370,916
Accepted by SEC: 26 May 2026, 17:16
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 20 May 2026
Transactions: 2
Transaction value: -$368,369
Accepted by SEC: 21 May 2026, 20:03
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 14 May 2026
Transactions: 1
Transaction value: -$362,260
Accepted by SEC: 18 May 2026, 18:36
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 13 May 2026
Transactions: 1
Transaction value: -$359,620
Accepted by SEC: 15 May 2026, 16:11
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 11 Mar 2026
Transactions: 2
Transaction value: -$653,321
Accepted by SEC: 13 Mar 2026, 16:42
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 04 Mar 2026
Transactions: 3
Transaction value: -$721,195
Accepted by SEC: 06 Mar 2026, 17:20
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 25 Feb 2026
Transactions: 4
Transaction value: -$786,999
Accepted by SEC: 27 Feb 2026, 17:34
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 18 Feb 2026
Transactions: 3
Transaction value: -$803,598
Accepted by SEC: 20 Feb 2026, 18:06
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 11 Feb 2026
Transactions: 4
Transaction value: -$809,760
Accepted by SEC: 13 Feb 2026, 17:13
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 04 Feb 2026
Transactions: 4
Transaction value: -$821,073
Accepted by SEC: 06 Feb 2026, 17:09
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 19 Dec 2025
Transactions: 1
Transaction value: -$361,734
Accepted by SEC: 23 Dec 2025, 17:13
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 17 Dec 2025
Transactions: 1
Transaction value: -$359,699
Accepted by SEC: 19 Dec 2025, 17:03
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 12 Dec 2025
Transactions: 1
Transaction value: -$351,313
Accepted by SEC: 16 Dec 2025, 16:52
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 10 Dec 2025
Transactions: 2
Transaction value: -$343,283
Accepted by SEC: 12 Dec 2025, 17:00
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 05 Dec 2025
Transactions: 1
Transaction value: -$328,090
Accepted by SEC: 09 Dec 2025, 17:08
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 03 Dec 2025
Transactions: 2
Transaction value: -$330,468
Accepted by SEC: 05 Dec 2025, 16:54
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 26 Nov 2025
Transactions: 2
Transaction value: -$642,157
Accepted by SEC: 01 Dec 2025, 16:53
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 14 Feb 2025
Transactions: 1
Transaction value: $0
Accepted by SEC: 18 Feb 2025, 20:41
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 30 Nov 2022
Transactions: 2
Transaction value: $0
Accepted by SEC: 05 Dec 2022, 16:24
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

4 LOB

Live Oak Bancshares, Inc.

Report period: 09 Dec 2021
Transactions: 4
Transaction value: $0
Accepted by SEC: 04 Feb 2022, 16:31
Role: Chief Executive Officer, Director, 10%+ Owner
Next action: Open filing details

Insider Reports History

Continue from this owner filing history

Reported holdings for James S. Mahan III

Insider Reports Filed by James S. Mahan III