Live Oak Bancshares, Inc. (LOB) has 20 known insider and institutional holders on record. The largest holder is MAHAN JAMES S III with 2,957,844 shares. Other notable holders include Garriott Huntley and Seward Gregory W.
Over the last 12 months, insiders have made 108 transactions in LOB stock — 24 buys (valued at $490.84K) and 23 sells (valued at $4.47M). Insider buying has outpaced selling during this period, which may signal confidence in the company's prospects.
LOB Insider Ownership
Top Holder
MAHAN JAMES S III
2,957,844 shares
Buys (12 mo)
24
$490.84K value
Sells (12 mo)
23
$4.47M value
12-Month Transaction Activity
Top Insider Holders
| # |
Name |
Role |
Shares Owned |
Last Filed |
Relative Size |
| 1 |
Mahan James S Iii |
10 Percent Owner, Officer: Chief Executive Officer |
2,957,844 |
2026-03-13 |
|
| 2 |
Garriott Huntley |
President, Live Oak Bank |
400,000 |
2023-02-24 |
|
| 3 |
Seward Gregory W |
General Counsel |
113,797 |
2026-03-04 |
|
| 4 |
Williams William L. Iii |
Vice Chairman & EVP |
54,075 |
2022-02-11 |
|
| 5 |
Underwood Neil Lawrence |
President |
50,000 |
2022-02-04 |
|
| 6 |
Pullins Jerald L |
Director |
18,000 |
2018-06-11 |
|
| 7 |
Lucht David G |
Director |
15,677 |
2025-10-30 |
|
| 8 |
Landis H K |
Director |
15,000 |
2020-11-09 |
|
| 9 |
Cairns Michael |
Chief Credit Officer |
10,778 |
2026-02-11 |
|
| 10 |
Phifer Walter J |
Chief Financial Officer |
10,103 |
2026-03-04 |
|
| 11 |
Hill Thomas A. |
Chief Information Officer |
10,000 |
2018-11-20 |
|
| 12 |
Caines S. Brett |
Chief Financial Officer |
10,000 |
2021-03-24 |
|
| 13 |
Stasiowska Ewa Maria |
Chief Risk Officer |
8,383 |
2026-02-11 |
|
| 14 |
Bradford Tonya Williams |
Director |
6,697 |
2025-11-24 |
|
| 15 |
Salyers David G |
Director |
4,160 |
2020-05-14 |
|
| 16 |
Mchenry Patrick Timothy |
Director |
3,080 |
2025-05-28 |
|
| 17 |
Petty Miltom Emmett |
Director |
2,946 |
2025-05-21 |
|
| 18 |
Valine Yousef A. |
Director |
2,946 |
2025-05-21 |
|
| 19 |
Cameron William Henderson |
Director |
2,946 |
2025-05-21 |
|
| 20 |
Hoffsis Glen F. |
Director |
2,327 |
2024-05-23 |
|
Recent Transactions (last 12 months)
| Date |
Name |
Role |
Type |
Shares |
Price |
Value |
| 2026-03-12 |
Mahan James S Iii |
10 Percent Owner, Officer: Chief Executive Officer |
Informative Sell |
10,000 |
$32.50 |
$325.04K |
| 2026-03-11 |
Mahan James S Iii |
10 Percent Owner, Officer: Chief Executive Officer |
Informative Sell |
10,000 |
$32.83 |
$328.28K |
| 2026-03-05 |
Mahan James S Iii |
10 Percent Owner, Officer: Chief Executive Officer |
Informative Sell |
1,139 |
$35.89 |
$40.88K |
| 2026-03-04 |
Mahan James S Iii |
10 Percent Owner, Officer: Chief Executive Officer |
Informative Sell |
10,000 |
$36.69 |
$366.87K |
| 2026-03-02 |
Phifer Walter J |
Chief Financial Officer |
Informative Sell |
4,712 |
$36.58 |
$172.38K |
| 2026-03-02 |
Seward Gregory W |
General Counsel |
Informative Sell |
3,000 |
$36.70 |
$110.1K |
| 2026-02-26 |
Mahan James S Iii |
10 Percent Owner, Officer: Chief Executive Officer |
Informative Sell |
1,246 |
$40.00 |
$49.84K |
| 2026-02-25 |
Mahan James S Iii |
10 Percent Owner, Officer: Chief Executive Officer |
Informative Sell |
2,537 |
$39.65 |
$100.58K |
| 2026-02-23 |
Moroz Mark Michael |
Chief Banking Officer |
Option Exercise (Sell) |
4,000 |
- |
- |
| 2026-02-23 |
Cairns Michael |
Chief Credit Officer |
Option Exercise (Sell) |
145 |
- |
- |
| 2026-02-23 |
Phifer Walter J |
Chief Financial Officer |
Option Exercise (Sell) |
69 |
- |
- |
| 2026-02-23 |
Spencer Courtney |
Chief Experience Officer |
Option Exercise (Sell) |
2,000 |
- |
- |
| 2026-02-23 |
Seward Gregory W |
General Counsel |
Option Exercise (Sell) |
1,000 |
- |
- |
| 2026-02-23 |
Sutherland John W. |
Chief Accounting Officer |
Option Exercise (Sell) |
178 |
- |
- |
| 2026-02-19 |
Mahan James S Iii |
10 Percent Owner, Officer: Chief Executive Officer |
Informative Sell |
10,000 |
$40.04 |
$400.35K |
| 2026-02-18 |
Mahan James S Iii |
10 Percent Owner, Officer: Chief Executive Officer |
Informative Sell |
762 |
$41.15 |
$31.36K |
| 2026-02-17 |
Moroz Mark Michael |
Chief Banking Officer |
Option Exercise (Sell) |
1,580 |
- |
- |
| 2026-02-17 |
Spencer Courtney |
Chief Experience Officer |
Option Exercise (Sell) |
1,580 |
- |
- |
| 2026-02-17 |
Derraik Renato |
Chief Info./digital Off., Bank |
Option Exercise (Sell) |
1,580 |
- |
- |
| 2026-02-17 |
Seward Gregory W |
General Counsel |
Option Exercise (Sell) |
2,370 |
- |
- |
| 2026-02-17 |
Sutherland John W. |
Chief Accounting Officer |
Option Exercise (Sell) |
316 |
- |
- |
| 2026-02-17 |
Losch William C Iii |
President |
Option Exercise (Sell) |
1,264 |
- |
- |
| 2026-02-12 |
Moroz Mark Michael |
Chief Banking Officer |
Option Exercise (Sell) |
2,253 |
- |
- |
| 2026-02-12 |
Phifer Walter J |
Chief Financial Officer |
Option Exercise (Sell) |
2,003 |
- |
- |
| 2026-02-13 |
Spencer Courtney |
Chief Experience Officer |
Option Exercise (Sell) |
2,845 |
- |
- |
