Form
SCHEDULE 13G/A
Passive or exempt beneficial ownership filing.
James S. Mahan III - 31 Dec 2025 SCHEDULE 13G/A Report for Live Oak Bancshares, Inc. Voting Common Stock, no par value per share (LOB)
- Filing manager
- James S. Mahan III
- Reporting owner
- MAHAN JAMES S III
- Beneficially owned shares
- 6,619,682 shares
- Large-stake signal
-
Ownership
14%Beneficial ownership of this reported class.
Shares
6,619,682 sharesShares beneficially owned as disclosed.
Event date
31 Dec 2025Date tied to the ownership event or amendment.
Accepted by SEC
05 Feb 2026EDGAR acceptance date.
How to read this large-stake filing
- Schedule 13D/G filings focus on beneficial ownership stakes, not a full portfolio.
- Compare this filing with the holder history and issuer page before treating the percentage as a current position.
- Use amendments to understand whether the disclosed stake increased, decreased, or changed reporting status.
- Class ownership
- 14%
- Symbol
- LOB
- Shares outstanding
- 45,970,014 shares
- SEC form
- SCHEDULE 13G/A
- Accepted by SEC
- 05 Feb 2026, 17:16:55 UTC
- Event date
- 31 Dec 2025
- Source filing
- View source filing
Ownership signal
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Subject security
Names, identifiers, and filing context for this profile.
2 source fields
Source evidence
Original filing metadata and source links for verification.
4 source fields
Key filing fact
James S. Mahan III disclosed 14% ownership in Live Oak Bancshares, Inc. Voting Common Stock, no par value per share (LOB) on 31 Dec 2025.
Key facts
- James S. Mahan III filed SCHEDULE 13G/A for Live Oak Bancshares, Inc. Voting Common Stock, no par value per share (LOB).
- Disclosed ownership: 14%.
- Date of event: 31 Dec 2025.
Change
- No earlier schedule filing is available for direct comparison.
- Current filing was accepted on 05 Feb 2026, 17:16.
Research use
- This page turns one Schedule 13D/G filing into a quick large-stake read before the raw reporting-person rows.
- Use the linked SEC filing as the source of truth for ownership percentages, shares, and reporting-party details.
Evidence
Backed by Schedule 13D/13G
View source filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting persons
Disclosed reporting parties (4)
Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.
| Name | Ownership | Shares owned | Sole voting power | Shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| MAHAN JAMES S III | 14% | 6,619,682 | 3,195,011 | 3,424,671 | MAHAN JAMES S III | James S. Mahan, III Chairman & Chief Executive Officer | |
| Marguerite D. Mahan | 14% | 6,619,682 | 3,159,714 | 3,459,968 | Marguerite D. Mahan | Marguerite D. Mahan | |
| James S. Mahan III Revocable Trust | 6.7% | 3,067,844 | 3,067,844 | 0 | James S. Mahan III | James S. Mahan III, Trustee | |
| Marguerite D. Mahan Revocable Trust | 6.6% | 3,032,547 | 3,032,547 | 0 | Marguerite D. Mahan Revocable Trust | Marguerite D. Mahan, Trustee |
CIK / CUSIP context first