William L. Williams III - 02 May 2024 Form 4 Insider Report for Live Oak Bancshares, Inc. (LOB)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
06 May 2024, 20:50:16 UTC
Prior SEC filing
11 Feb 2022
Next SEC filing
25 Jun 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Jonathan A. Greene, by Power of Attorney

Key filing fact

William L. Williams III filed Form 4 for Live Oak Bancshares, Inc. (LOB) on 06 May 2024.

Key facts

  • This page summarizes William L. Williams III's Form 4 filing for Live Oak Bancshares, Inc. (LOB).
  • 2 reported transactions and 0 derivative rows are listed below.
  • Accepted by SEC: 06 May 2024, 20:50.

Change

  • Previous filing in this sequence was filed on 11 Feb 2022.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

LOB transaction

Voting Common Stock

Gift

Transaction value
$0
Shares
-137,025
Change %
-100%
Price
$0.000000*
Shares after
0
Date
02 May 2024
Ownership
By Elizabeth L. Williams Revocable Trust
Footnotes
F1
LOB transaction

Voting Common Stock

Gift

Transaction value
$0
Shares
+137,025
Change %
Price
$0.000000
Shares after
137,025
Date
02 May 2024
Ownership
By Elizabeth Williams Family Trust
LOB holding

Voting Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
54,075
Date
02 May 2024
Ownership
Direct
Footnotes
F2
LOB holding

Voting Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,138,076
Date
02 May 2024
Ownership
By William L. Williams Revocable Trust
Footnotes
F1, F2
LOB holding

Voting Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
14,110
Date
02 May 2024
Ownership
By Spoint-ILM, LLC
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

Reflects a change in form of ownership of 312,975 shares from indirect ownership by the Elizabeth L. Williams Revocable Trust to the William L. Williams Revocable Trust.

Footnote F2

Reflects a change in form of ownership of 900 shares from direct ownership to indirect ownership by the William L. Williams Revocable Trust.

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