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 Manager
MAHAN JAMES S III
Security
Live Oak Bancshares, Inc. Voting Common Stock, no par value per share
Symbol
LOB
Shares outstanding
45,970,014 shares
Disclosed Ownership
6,619,682 shares
Ownership
14%
Form type
SCHEDULE 13G/A
Filing time
05 Feb 2026, 17:16:55 UTC
Date of event
31 Dec 2025
SEC
View on sec.gov

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Quoteable Key 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."

Quick Takeaways

  • 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.

What Changed

  • No earlier schedule filing is available for direct comparison.
  • Current filing was accepted on 05 Feb 2026, 17:16.

Why This Matters

  • This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
  • You can verify ownership claims directly against the original SEC filing.

Official SEC Source

Backed by Schedule 13D/13G

Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.

See Original Filing

Reporting Managers (4)

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

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