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Company Analysis

LOB Insider Trading

Live Oak Bancshares, Inc. | State Commercial Banks

Comprehensive Trading Performance Summary

The investment history of corporate insiders at Live Oak Bancshares, Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the State Commercial Banks sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2021-11-04 00:20 2021-11-01 Janson Susan N Officer - Chief Risk Off., Live Oak Bank SELL $85.69 13,368 $1,145,504 28,630 -31.8%
2021-09-10 23:22 2021-09-08 Losch William C III Officer - Chief Financial Officer BUY $57.08 3,500 $199,768 3,500 +100.0%
2021-09-08 00:16 2021-09-02 Smits Steve Officer - Chief Credit Officer SELL $61.19 25,000 $1,529,775 139,376 -15.2%
2021-09-01 01:39 2021-08-27 Underwood Neil Lawrence Director, Officer - President SELL $60.98 17,479 $1,065,831 1,607,234 -1.1%
2021-08-28 00:31 2021-08-25 Underwood Neil Lawrence Director, Officer - President SELL $61.09 16,000 $977,469 1,624,713 -1.0%
2021-08-19 00:19 2021-08-16 Underwood Neil Lawrence Director, Officer - President SELL $60.15 16,521 $993,798 1,640,713 -1.0%
2021-08-10 23:54 2021-08-06 SUTHERLAND JOHN W. Officer - Chief Accounting Officer SELL $61.54 15,125 $930,724 64,744 -18.9%
2021-02-11 01:00 2021-02-08 Smits Steve Officer - Chief Credit Officer SELL $43.40 15,000 $650,999 151,206 -9.0%
2021-02-04 01:21 2021-02-01 Janson Susan N Officer - Chief Risk Off., Live Oak Bank SELL $40.09 3,500 $140,318 30,460 -10.3%
2020-11-10 00:32 2020-11-05 LANDIS H K Director OPT+S $40.60 15,000 $609,015 198,300 0.0%
2020-11-03 00:52 2020-10-29 MAHAN JAMES S III Director, Officer, 10% owner - Chief Executive Officer BUY $36.53 24,200 $884,130 3,487,161 +0.7%
2020-10-29 00:25 2020-10-26 MAHAN JAMES S III Director, Officer, 10% owner - Chief Executive Officer BUY $34.18 154,384 $5,277,478 3,462,961 +4.7%
2020-08-28 21:38 2020-08-26 MAHAN JAMES S III Director, Officer, 10% owner - Chief Executive Officer BUY $20.49 73,327 $1,502,566 3,308,577 +2.3%
2020-08-25 22:00 2020-08-21 MAHAN JAMES S III Director, Officer, 10% owner - Chief Executive Officer BUY $19.79 57,153 $1,130,949 3,235,250 +1.8%
2020-08-21 17:40 2020-08-19 MAHAN JAMES S III Director, Officer, 10% owner - Chief Executive Officer BUY $19.52 57,501 $1,122,477 3,178,097 +1.8%
2020-08-19 18:58 2020-08-17 MAHAN JAMES S III Director, Officer, 10% owner - Chief Executive Officer BUY $19.09 45,378 $866,062 3,120,596 +1.5%
2020-07-31 19:27 2020-07-27 WILLIAMS WILLIAM L. III Director, Officer - Vice Chairman & EVP BUY $15.82 1,250 $19,770 1,250 +100.0%
2020-05-08 23:56 2020-05-06 SALYERS DAVID G Director BUY $12.50 2,000 $25,000 4,100 +95.2%
2020-03-13 19:12 2020-03-11 Garriott Huntley Officer - President, Live Oak Bank BUY $11.28 5,000 $56,400 85,094 +6.2%
2020-03-12 23:01 2020-03-11 Cameron William Henderson Director BUY $11.79 2,000 $23,580 137,297 +1.5%
2020-03-12 23:03 2020-03-11 Underwood Neil Lawrence Director, Officer - President BUY $11.46 95,000 $1,088,700 1,350,434 +7.6%
2020-03-11 21:34 2020-03-09 Garriott Huntley Officer - President, Live Oak Bank BUY $12.69 20,000 $253,800 80,094 +33.3%
2020-03-11 21:31 2020-03-10 Seward Gregory W Officer - General Counsel BUY $11.54 869 $10,026 12,869 +7.2%
2019-06-10 23:08 2019-06-07 Janson Susan N Officer - Chief Risk Off., Live Oak Bank BUY $15.76 1,000 $15,764 3,000 +50.0%
2019-02-13 01:16 2019-02-08 Cameron William Henderson Director BUY $14.79 2,500 $36,975 142,689 +1.8%
2019-01-31 01:54 2019-01-28 Glossman Diane Beth Director BUY $13.87 2,000 $27,740 30,102 +7.1%
2019-01-31 01:53 2019-01-28 Garriott Huntley Officer - President, Live Oak Bank BUY $13.82 20,000 $276,400 55,000 +57.1%
2019-01-31 01:55 2019-01-29 Underwood Neil Lawrence Director, Officer - President BUY $13.88 7,165 $99,450 1,255,434 +0.6%
2018-12-15 00:52 2018-12-12 Seward Gregory W Officer - General Counsel BUY $15.56 2,000 $31,120 12,000 +20.0%
2018-12-15 00:50 2018-12-13 Hoffsis Glen F. Director BUY $15.30 4,000 $61,198 92,192 +4.5%
2018-12-15 00:48 2018-12-13 Garriott Huntley Officer - President, Live Oak Bank BUY $15.13 5,000 $75,628 35,000 +16.7%
2018-12-14 01:52 2018-12-12 WILLIAMS WILLIAM L. III Director, Officer - Vice Chairman & EVP BUY $14.86 20,000 $297,146 48,100 +71.2%
2018-12-14 01:50 2018-12-12 Garriott Huntley Officer - President, Live Oak Bank BUY $14.66 30,000 $439,821 30,000 +100.0%
2018-12-14 01:49 2018-12-11 Cameron William Henderson Director BUY $14.46 2,800 $40,483 173,189 +1.6%
2018-12-14 01:52 2018-12-12 Underwood Neil Lawrence Director, Officer - President BUY $16.08 15,546 $249,980 1,248,269 +1.3%
2018-12-14 01:51 2018-12-12 MAHAN JAMES S III Director, Officer, 10% owner - Chief Executive Officer BUY $16.08 334,454 $5,378,020 3,209,714 +11.6%
2018-12-13 01:49 2018-12-11 Petty Miltom Emmett Director BUY $13.64 3,000 $40,913 89,512 +3.5%
2018-12-13 01:48 2018-12-12 LANDIS H K Director BUY $14.13 2,000 $28,265 195,310 +1.0%
2018-11-07 00:21 2018-11-02 Cameron William Henderson Director BUY $19.13 2,500 $47,816 161,489 +1.6%
2018-11-06 01:04 2018-11-01 Janson Susan N Officer - Chief Risk Off., Live Oak Bank BUY $18.82 1,000 $18,817 2,000 +100.0%
2018-11-02 23:14 2018-10-31 Cameron William Henderson Director BUY $18.42 2,500 $46,059 158,989 +1.6%
2018-08-15 00:16 2018-08-10 Caines S. Brett Officer - Chief Financial Officer SELL $29.70 6,733 $199,969 263,952 -2.5%
2018-08-10 23:13 2018-08-08 Caines S. Brett Officer - Chief Financial Officer SELL $29.70 6,734 $199,997 270,685 -2.4%
2018-08-08 23:56 2018-08-06 Caines S. Brett Officer - Chief Financial Officer SELL $29.63 6,751 $200,029 277,419 -2.4%
2018-08-06 23:28 2018-08-03 Caines S. Brett Officer - Chief Financial Officer SELL $29.53 3,386 $99,989 284,170 -1.2%
2018-08-06 23:29 2018-08-03 MAHAN JAMES S III Director, Officer, 10% owner - Chief Executive Officer BUY $29.60 59,800 $1,770,080 3,101,708 +2.0%
2018-08-03 23:38 2018-08-01 Caines S. Brett Officer - Chief Financial Officer SELL $28.99 6,898 $199,974 287,556 -2.3%
2018-08-04 00:07 2018-08-01 MAHAN JAMES S III Director, Officer, 10% owner - Chief Executive Officer BUY $29.43 40,200 $1,183,223 3,041,908 +1.3%
2018-08-02 00:33 2018-07-30 WILLIAMS WILLIAM L. III Director, Officer - Vice Chairman & EVP BUY $28.27 35,000 $989,450 85,000 +70.0%
2018-08-02 00:29 2018-07-31 Caines S. Brett Officer - Chief Financial Officer SELL $27.99 3,573 $100,008 294,454 -1.2%
SHOW ENTRIES

How to Interpret $LOB Trades

Not every insider transaction in Live Oak Bancshares, Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $LOB shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for LOB

Insider activity data for Live Oak Bancshares, Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $LOB, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.