Insider Transactions Reported by 27 Insiders of Live Oak Bancshares, Inc.

Symbol
LOB, LOB-PA on NYSE
Location
Wilmington, NC

Insiders trading volume in the past year

Live Oak Bancshares, Inc. executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
MAHAN JAMES S III Chief Executive Officer, Director, 10%+ Owner $235,370,505 -$6,659,367 -2.8% 04 Mar 2026
Neil Lawrence Underwood President, Director $68,354,586 15 Dec 2021
WILLIAM L. WILLIAMS III Director $53,560,032 02 May 2024
Huntley Garriott President, Live Oak Bank $34,142,027 23 Feb 2023
William Henderson Cameron Director $13,523,026 +$260,110 +2% 20 May 2025
William C. Losch III President $8,697,854 17 Feb 2026
Glen F. Hoffsis Director $8,300,462 01 May 2025
Miltom Emmett Petty Director $8,021,448 20 May 2025
Steve Smits Chief Credit Officer $5,978,788 23 Feb 2024
Diane Beth Glossman Director $4,501,590 01 May 2025
Gregory W. Seward General Counsel $4,491,549 -$146,342 -3.2% 02 Mar 2026
Micah S. Davis Chief Marketing & Comm Officer $3,324,132 24 Feb 2025
Renato Derraik Chief Info./Digital Off., Bank $3,288,560 17 Feb 2026
Stephanie Mann Chief Strategy Officer $2,557,960 24 Feb 2025
Susan N. Janson Chief Risk Off., Live Oak Bank $1,405,985 22 Feb 2022
Courtney Spencer Chief Experience Officer $1,175,310 -$378,349 -24% 23 Feb 2026
Walter J. Phifer Chief Financial Officer $927,480 -$172,379 -16% 02 Mar 2026
DAVID G. LUCHT Director $756,400 +$100,499 +15% 29 Oct 2025
JOHN W. SUTHERLAND Chief Accounting Officer $636,622 23 Feb 2026
Yousef A. Valine Director $561,657 20 May 2025
Mark Michael Moroz Chief Banking Officer $546,004 23 Feb 2026
Michael Cairns Chief Credit Officer $390,047 23 Feb 2026
Jeffrey W. Lunsford Director $366,682 04 Sep 2025
Tonya Williams Bradford Director $308,484 -$36,035 -10% 20 Nov 2025
Ewa Maria Stasiowska Chief Risk Officer $92,805 +$99,999 09 Feb 2026
Casey S. Crawford Director $83,592 22 Aug 2023
Patrick Timothy McHenry Director $0 28 May 2025

Recent Insider Transactions by Companies or Individuals for Live Oak Bancshares, Inc.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
JAMES S. MAHAN III LOB Voting Common Stock Sale -0.34% $354,323 $35.43 -10,000 2,967,844 05 Mar 2026 By James S. Mahan Revocable Trust
JAMES S. MAHAN III LOB Voting Common Stock Sale -0.33% $366,872 $36.69 -10,000 2,977,844 04 Mar 2026 By James S. Mahan Revocable Trust
Gregory W. Seward LOB Voting Common Stock Sale -2.57% $110,100 $36.70 -3,000 113,797 02 Mar 2026 Direct
Walter J. Phifer LOB Voting Common Stock Sale -31.8% $172,379 $36.58 -4,712 10,103 02 Mar 2026 Direct
JAMES S. MAHAN III LOB Voting Common Stock Sale -0.33% $393,780 $39.38 -10,000 2,987,844 26 Feb 2026 By James S. Mahan Revocable Trust
JAMES S. MAHAN III LOB Voting Common Stock Sale -0.33% $393,219 $39.32 -10,000 2,997,844 25 Feb 2026 By James S. Mahan Revocable Trust
JOHN W. SUTHERLAND LOB Voting Common Stock Tax liability -0.52% -87 16,622 23 Feb 2026 Direct
JOHN W. SUTHERLAND LOB Voting Common Stock Options Exercise 1.08% 178 16,709 23 Feb 2026 Direct
JOHN W. SUTHERLAND LOB Restricted Stock Units Options Exercise -100% -178 0 23 Feb 2026 Direct
Courtney Spencer LOB Voting Common Stock Tax liability -2.83% -889 30,536 23 Feb 2026 Direct
Courtney Spencer LOB Voting Common Stock Options Exercise 6.8% 2,000 31,425 23 Feb 2026 Direct
Courtney Spencer LOB Restricted Stock Units Options Exercise -100% -2,000 0 23 Feb 2026 Direct
Gregory W. Seward LOB Voting Common Stock Tax liability -0.38% -445 116,797 23 Feb 2026 Direct
Gregory W. Seward LOB Voting Common Stock Options Exercise 0.86% 1,000 117,242 23 Feb 2026 Direct
Gregory W. Seward LOB Restricted Stock Units Options Exercise -100% -1,000 0 23 Feb 2026 Direct
Walter J. Phifer LOB Voting Common Stock Tax liability -0.22% -32 14,815 23 Feb 2026 Direct
Walter J. Phifer LOB Voting Common Stock Options Exercise 0.47% 69 14,847 23 Feb 2026 Direct
Walter J. Phifer LOB Restricted Stock Units Options Exercise -100% -69 0 23 Feb 2026 Direct
Mark Michael Moroz LOB Voting Common Stock Tax liability -11.1% -1,778 14,256 23 Feb 2026 Direct
Mark Michael Moroz LOB Voting Common Stock Options Exercise 33.2% 4,000 16,034 23 Feb 2026 Direct
Mark Michael Moroz LOB Restricted Stock Units Options Exercise -100% -4,000 0 23 Feb 2026 Direct
Michael Cairns LOB Voting Common Stock Tax liability -0.71% -73 10,184 23 Feb 2026 Direct
Michael Cairns LOB Voting Common Stock Options Exercise 1.43% 145 10,257 23 Feb 2026 Direct
Michael Cairns LOB Restricted Stock Units Options Exercise -100% -145 0 23 Feb 2026 Direct
JAMES S. MAHAN III LOB Voting Common Stock Sale -0.33% $400,354 $40.04 -10,000 3,007,844 19 Feb 2026 By James S. Mahan Revocable Trust
JAMES S. MAHAN III LOB Voting Common Stock Sale -0.33% $403,244 $40.32 -10,000 3,017,844 18 Feb 2026 By James S. Mahan Revocable Trust
JOHN W. SUTHERLAND LOB Voting Common Stock Tax liability -0.95% -158 16,531 17 Feb 2026 Direct
JOHN W. SUTHERLAND LOB Voting Common Stock Options Exercise 1.93% 316 16,689 17 Feb 2026 Direct
JOHN W. SUTHERLAND LOB Restricted Stock Units Options Exercise -50% -316 316 17 Feb 2026 Direct
Courtney Spencer LOB Voting Common Stock Tax liability -2.33% -702 29,425 17 Feb 2026 Direct
Courtney Spencer LOB Voting Common Stock Options Exercise 5.53% 1,580 30,127 17 Feb 2026 Direct
Courtney Spencer LOB Restricted Stock Units Options Exercise -50% -1,580 1,580 17 Feb 2026 Direct
Gregory W. Seward LOB Voting Common Stock Tax liability -0.9% -1,054 116,242 17 Feb 2026 Direct
Gregory W. Seward LOB Voting Common Stock Options Exercise 2.06% 2,370 117,296 17 Feb 2026 Direct
Gregory W. Seward LOB Restricted Stock Units Options Exercise -50% -2,370 2,370 17 Feb 2026 Direct
Mark Michael Moroz LOB Voting Common Stock Tax liability -5.52% -703 12,034 17 Feb 2026 Direct
Mark Michael Moroz LOB Voting Common Stock Options Exercise 14.2% 1,580 12,737 17 Feb 2026 Direct
Mark Michael Moroz LOB Restricted Stock Units Options Exercise -50% -1,580 1,580 17 Feb 2026 Direct
William C. Losch III LOB Voting Common Stock Tax liability -0.26% -562 212,278 17 Feb 2026 Direct
William C. Losch III LOB Voting Common Stock Options Exercise 0.6% 1,264 212,840 17 Feb 2026 Direct
William C. Losch III LOB Restricted Stock Units Options Exercise -50% -1,264 1,264 17 Feb 2026 Direct
Renato Derraik LOB Voting Common Stock Tax liability -0.88% -703 79,243 17 Feb 2026 Direct
Renato Derraik LOB Voting Common Stock Options Exercise 2.02% 1,580 79,946 17 Feb 2026 Direct
Renato Derraik LOB Restricted Stock Units Options Exercise -50% -1,580 1,580 17 Feb 2026 Direct
JOHN W. SUTHERLAND LOB Voting Common Stock Tax liability -2.12% -354 16,373 13 Feb 2026 Direct
JOHN W. SUTHERLAND LOB Voting Common Stock Options Exercise 4.44% 711 16,727 13 Feb 2026 Direct
JOHN W. SUTHERLAND LOB Restricted Stock Units Options Exercise -33.3% -711 1,423 13 Feb 2026 Direct
Courtney Spencer LOB Voting Common Stock Tax liability -4.24% -1,264 28,547 13 Feb 2026 Direct
Courtney Spencer LOB Voting Common Stock Options Exercise 10.6% 2,845 29,811 13 Feb 2026 Direct
Courtney Spencer LOB Restricted Stock Units Options Exercise -33.3% -2,845 5,690 13 Feb 2026 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.