Courtney Spencer - 26 Jan 2026 Form 4 Insider Report for Live Oak Bancshares, Inc. (LOB)

Signature
/s/ Jonathan A. Greene, By Power of Attorney
Issuer symbol
LOB
Transactions as of
26 Jan 2026
Net transactions value
-$188,088
Form type
4
Filing time
28 Jan 2026, 16:42:24 UTC
Previous filing
25 Feb 2025
Next filing
11 Feb 2026

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Spencer Courtney Chief Experience Officer 1741 TIBURON DRIVE, WILMINGTON /s/ Jonathan A. Greene, By Power of Attorney 28 Jan 2026 0001937224

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction LOB Voting Common Stock Options Exercise $190,260 +14,000 +67% $13.59 34,860 26 Jan 2026 Direct
transaction LOB Voting Common Stock Sale $378,348 -9,700 -28% $39.00 25,160 26 Jan 2026 Direct F1
holding LOB Voting Common Stock 154 26 Jan 2026 By Spouse

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction LOB Stock Option (right to buy) Options Exercise $0 -14,000 -100% $0.000000 0 26 Jan 2026 Voting Common Stock 14,000 $13.59 Direct F2
holding LOB Restricted Stock Units 3,160 26 Jan 2026 Voting Common Stock 3,160 Direct F3, F4
holding LOB Restricted Stock Units 2,000 26 Jan 2026 Voting Common Stock 2,000 Direct F3, F5
holding LOB Restricted Stock Units 8,535 26 Jan 2026 Voting Common Stock 8,535 Direct F3, F6
holding LOB Restricted Stock Units 8,512 26 Jan 2026 Voting Common Stock 8,512 Direct F3, F7
holding LOB Restricted Stock Units 7,126 26 Jan 2026 Voting Common Stock 7,126 Direct F3, F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 This transaction was executed in multiple trades at prices ranging from $39.000 to $39.155. 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.
F2 The shares subject to this option vested and became exercisable yearly in seven installments beginning on February 16, 2017, as follows: 10% of the shares subject to the option vested on each of February 16, 2017, 2018, 2019, 2020, and 2021; 25% of the shares subject to the option vested on February 16, 2022; and 25% of the shares subject to the option vested on February 16, 2023.
F3 Each restricted stock unit ("RSU") represents a contingent right to receive one share of Live Oak Bancshares, Inc. (the "Company") voting common stock.
F4 The RSUs vest in five equal annual installments beginning on February 14, 2023, subject to the reporting person's continuous service to the Company or a related entity on such date.
F5 2,000 of the RSUs will vest on each of February 22, 2023, 2024, 2025, and 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.
F6 The RSUs vest in five annual installments beginning on February 13, 2024, subject to the reporting person's continuous service to the Company or a related entity on such date.
F7 The RSUs vest in five annual installments beginning on February 12, 2025, subject to the reporting person's continuous service to the Company or a related entity on such date.
F8 The RSUs vest in five annual installments beginning on February 10, 2026, subject to the reporting person's continuous service to the Company or a related entity on such date.